Manage Custom Metadata
This article explains how to set up and use custom metadata for reports in Syskit Point.
Managing Custom Metadata is available in the Governance plan and higher tiers. See the pricing page for more details.
In the context of Microsoft 365, the metadata in Syskit Point provides detailed information on Microsoft Teams, Microsoft 365 Groups, Sites, and OneDrive.
Essential metadata is natively available in Microsoft 365 and collected by Syskit Point during the sync process.
Here are some examples of such metadata:
- The Microsoft Teams Owner
- The date of creation for a site
- The storage used by a site
- And other useful information
With Syskit Point custom metadata feature, you can:
- Leverage custom metadata to expand on the existing information and better describe Microsoft Teams, Microsoft 365 Groups, Sites, and OneDrive in relation to your business processes and policies.
- Organize and find workspaces, and generate reports based on custom metadata.
- Provision new workspaces from templates that define the custom metadata to be specified.
This section will explain how to set up custom metadata in Syskit Point.
To start, take the following steps:
- On the Home page, click on Settings(1); located in the top right corner of the screen.
- Select Governance (2) from the menu, and the page will redirect to the Governance section within Settings.
- Alternatively, this screen can also be accessed by clicking View All Settings and scrolling to the Governance section of the screen.
- Select the Custom Metadata(3) option; found at the bottom of the Governance list.
- This screen provides insight into what custom metadata has already been set up, along with the option to create new custom metadata.
- Click the Create New (4) button to create new custom metadata.
Access Custom Metadata
Once the create new metadata screen opens, fill in the following information.
- Metadata Name (1); the name of the metadata.
- Description (2); the description of the metadata for end users.
- Enable collaborators to change the created metadata (3) by checking the Allow collaborators to change this metadata value option
- by default, this option is disabled
- Select the data type (4) of the new metadata under the Customize Field.
- In the dropdown menu, there are several data types to choose from
- Text
- People
- Date
- Dropdown
- Yes/No
- Number
- Use the null text (5) area to add a short hint describing the input field for end users.
- When satisfied, click Confirm (6) to save the metadata definiton.
Create New Metadata
Hint! To connect to metadata from your environment, when creating custom metadata, click the Advanced Options action and insert the property bag key in the designated space.
After setting up custom metadata, the information can be changed directly from a specific workspace.
To change the custom metadata that has been set up on workspaces, select Sites or Microsoft Teams & Groups from the Home page.
- On the Sites (1) overview screen, select one or multiple workspaces to edit their metadata.
- Select Change Metadata (2); this option is available on the right side of the screen.
Create New Metadata
On the Change Metadata dialog, you can:
- Edit (1) or delete (2) the existing metadata entry
- Specify additional metadata (3) by clicking the Change Another Column action
- Click Complete (3) when satisfied with your changes.
- This will start the process of changing the custom metadata, and once completed, the information input will be displayed under the selected workspaces.
Change Metadata
When generating a report, it can now include and be filtered by the specific custom metadata that was set up.
To generate a report with custom metadata, take the following steps:
- Go to Reports and select the type of report to generate.
- Use the Column Chooser (1) to select the metadata.
- Once the custom metadata column was added, use the filter dropdown menu (2) to select the details for the report.
Create New Metadata
This will filter the report to show the items that the chosen metadata applies to.
- Select (1) one or more files to include in the report.
- Set the values for the report on the pop-up that appears.
- Click Run Report (2) to generate the report.
Create New Metadata
This can be applied to any reports from the Report section that include Sites, Microsoft Teams & Groups, and OneDrive.
Last modified 1mo ago