Precisely harvester

The Precisely harvester is not available by default. Contact Huwise to activate it on your workspace.

If Precisely is your data catalog — where your organization governs, validates, and certifies its data assets — Huwise is your data marketplace — where data consumers discover and use what they need.

The Precisely harvester allows you to bring your best, certified data products from your Precisely catalog into your Huwise data marketplace, where a broader audience can discover, explore, and use them.

You don't necessarily want every asset in your Precisely catalog to get wider exposure, so the harvester lets you define exactly which data products qualify.

During each harvesting cycle, the harvester checks for assets that pass your criteria and imports them into your marketplace, where they can be published and made available to users.

The assets linked to a Precisely data product — the underlying tables, reports, or other resources it references — are also imported, either as datasets or as external assets, depending on their type in Precisely.

Note that if your workspace changes significantly after the initial setup, you may need to revisit the configuration.

To create and configure your Precisely harvester, in your back office go to Catalog > Harvesters.

Click on the Add harvester button and select Precisely.

Provide a name for your harvester, and click on Create harvester.

Before the harvester can read your Precisely workspace, it needs your connection details.

1. Under Host zone, select the region where your Precisely workspace is hosted: US1, EU1, UK or AUS.

2. Enter your Precisely "API Key" and "API Secret".

Once the connection works, the harvester loads the asset types from your workspace, and you can set up the filters. If it can't connect, a message asks you to verify the three settings above.

Filters define which data products are eligible for import. The harvester reads your Precisely workspace and surfaces the options it finds there, so the choices you see reflect your organization's actual setup.

Select the data product type

Your Precisely workspace may contain several types of business assets. Start by telling the harvester which asset type corresponds to data products.

1. In your back office, click on the Precisely harvester to open its configuration.

2. Open the Select the asset type that matches your Data Products dropdown.

3. Select the asset type that represents data products in your workspace. The harvester populates this list by scanning your workspace.

Note that if you change the asset type later, your filters, linked asset types and mappings are cleared, and you need to set them up again.

Define your import filters

With a data product type selected, you can set conditions that a data product must meet to be imported. This is how you make sure that only validated or certified assets reach the marketplace.

The harvester scans your Precisely workspace and surfaces any list-type or boolean fields associated with your data product type. Each one becomes a configurable filter.

1. Under "Data Products filters", set the filters you need. For a yes/no field, select True or False, or leave it on All to ignore it. For a list field, select one or more values: a data product qualifies if it has any one of them.

2. Data products that don't match all your conditions are skipped during the harvesting cycle.

Note that the available filters depend on the fields defined in your Precisely workspace. If a field you expected isn't listed, check that it exists and is associated with the data product type you selected.

Choose related assets to import

Data products in Precisely are typically linked to other assets — tables, reports, or other resources. You can choose which of those linked assets come into the marketplace alongside each data product.

1. The harvester lists the relationship types defined for your data product type, where the data product is the starting point of the relationship.

2. In the Linked asset types to import dropdown, select the relationship types whose target assets you want to import. Focus on assets that contain data your users will actually want to explore.

With your filters set, you define how imported assets and their metadata appear in Huwise.

Map asset categories

Each asset type you import needs to be assigned a category in Huwise. This determines how it's presented in the marketplace. In the "Asset category mapping" section, use the Asset category for Data Products dropdown, and the dropdown for each linked asset type, to choose the corresponding Huwise categories. If you leave one empty, those assets automatically take the "Data" category.

The table below shows a few typical pairings — yours may differ.

Map metadata fields

Metadata from Precisely can be mapped to fields in Huwise — either standard fields or custom fields you've set up beforehand. For each Precisely field you want to carry over, select the corresponding Huwise field. Fields you don't map are not imported.

In the "Metadata mapping" section, there's one table per asset type: your data products, then each linked asset type. In each table, select a "Precisely Property" and the "Huwise Metadata" field it fills, then click Add. The title and category aren't in the list, because the harvester sets them itself (see "What gets imported").

If you want to import a Precisely field that doesn't match any existing Huwise field, create the custom metadata field in Huwise first, then return here to map it. See Creating and editing metadata templates for more information.

Map scores

Precisely calculates quality and governance scores for assets, based on rules defined in the Precisely Governance section. You can surface those scores in the marketplace by mapping them to custom metadata fields in Huwise.

1. Create the custom metadata fields in Huwise that will receive the scores. See Creating and editing metadata templates for more information.

2. In the "Scores mapping" section, select a "Score type" (Quality or Governance) and the "Huwise Metadata" field that receives it, then click Add. The score is imported as a percentage: for example, 0.85 in Precisely becomes 85.

Once your harvester is configured, the harvesting cycle runs automatically. Here's what each import produces.

Related assets — An asset that Precisely identifies as a dataset type is imported as a Huwise dataset, with its metadata only and no data. All other asset types are imported as external assets.

Data products — Each data product is imported with a description that lists its related assets as links, so users can navigate from the data product page directly to each of its constituent assets.

Whatever your mappings, the harvester always fills in the following metadata. The technical IDs are provided for those working with the APIs.

A few adjustments to the default asset page layout help present imported data products clearly. On each imported data product page, we recommend that you remove the Related assets section — this duplicates the list already included in the description.

As a broader best practice, consider disabling the display of related assets in the catalog view. This keeps the catalog focused on data products rather than showing their constituent assets as separate entries.

Your imported data products are ready to publish.

At this point, the harvesting cycle runs automatically: each time a data product in Precisely meets your filter criteria, it will be picked up during the next cycle, imported into the marketplace, and made available to publish.

Remember to:

• Also publish a new Precisely asset's related assets, because otherwise the links to them in the original asset's description — generated when the asset is published — won't work

• Always complete your assets with standard metadata, or if necessary custom metadata fields

• Verify the harvesting schedule