Create a Data Product

Creating a Data Product on your platform is easy and can be done in a few clicks. Products can be used to bundle a range of assets from any connector type or source regardless of whether the assets are at source or on platform.

There are two options to initiate this process:

1. Go to My Collection on the Navigation bar

2. Click on the +New button at the top left

3. Select Product

The second way to do so is:

• Go to Manage on the Navigation bar

• Select Products

• Click on the Create Product button on the top right

Once you have entered a Product name a Product is created on the Platform in a DRAFT state.

A Subscription Plan must be added to the Product to enable to be released in a LIVE state. This is the only step that is mandatory for the successful release of a Product. The remaining five steps, as detailed below, are optional.

Assets

You can add one or many Assets to your Product. Alternatively, you can release the Product without any Assets contained, so it functions somewhat like a ‘shell’ on the Exchange.

Note: To add an Asset to a Product you must first create an Asset.

1. Click on Add Assets

2. Filter and select all Assets that you would like to include in or remove from this Product.

   1. An Asset can be added to many Products.

   2. Further assets can be added at a later date,

3. Select Confirm Selection

4. If any Asset within the Product is configured to update, you can choose to automatically update the Last Refresh date for the Product to be the date of the last Asset update for any contained Asset.

A maximum of 50 Assets can be added to a Product.

Product Packaging

Add product visuals, text and categories to help customers discover your Product.

1. Click on Add Packaging

• Icon - Upload or auto generate a small Icon for your Product

• Product listing image - Upload or auto generate a square image for your Product to be listed on the Exchange

• Product page header image

• Display name

• Summary text

• Product page headline

• Product page body text

• Refresh frequency - Provide an indication of how often the data within the Assets contained within your Product will be updated. This is metadata and is not used to initiate any updates.

• Category tags - select from a pre-defined list which can be used by a Data Consumer to locate your Product when browsing the Exchange.

Subscription Plans

Product Subscription Plans govern how subscribed users can consume the Product as well as dictate any usage Terms and Conditions or pricing that may apply. For further information on their configuration and application, see here. Similarly, see here for further information on Product Terms and Conditions.

1. Click on Add Plans

2. Select One or more Plans from a pre-defined list to be made available for Consumer to select

3. Click save and exit to add the selected plans to the product draft

At least one Plan must be added to a Product for it to be released on the Exchange. This is the only non-optional step of the creation process.

Visibility

The Visibility setting determines who can view and explore the Product on the Exchange. You may want to limit the scope of the visibility setting if you want to test your Product with selected Users for example. Consumer may choose to subscribe to a Product that is visible on the Exchange.

1. Click on Set Visibility

2. Select the appropriate visibility setting

   • No users have visibility for this Data Product

   • Selected users have visibility for this Data Product

     • Search for and select one or more individual users

   • Selected organizations have visibility for this Data Product

     • Search for and select one or more organizations

   • All organizations have visibility for this Data Product

3. Click Save and Exit to commit the visibility setting.

Integration Metadata

Applying integration metadata enables integration with some external processes or information that can be invoked using a specific Key Value pair. The integration metadata will never be visible to consuming users.

1. Click Enable Integrations

2. Click + Add integration metadata

3. Insert

   • Key - this is a string

   • Value - this is a string

4. Click Save and Exit to commit the key value pairs.

Once a product is created, will be taken to the Product Overview page. You must release the Product for it to be seen or interacted with by Consumers. Only users with Manage permissions for the specific product are able to access the overview page and apply any changes.