How to bulk edit assets to annotate classifications, glossary terms and modify contacts

This article describes how to tag glossary terms, classifications, owners and experts to multiple assets in bulk.

Select assets to bulk edit

  1. Use Microsoft Purview search or browse to discover assets you wish to edit.

  2. In the search results, if you focus on an asset a checkbox appears.

    Screenshot of the bulk edit checkbox.

  3. You can add an asset to the bulk edit list from the asset detail page. Select Select for bulk edit to add the asset to the bulk edit list.

    Screenshot of the asset.

  4. Select the checkbox to add it to the bulk edit list. You can see the selected assets by clicking View selected.

    Screenshot of the list. \

How to bulk edit assets

  1. When all assets have been chosen, select View selected to pull up the selected assets.

    Screenshot of the view.

  2. Review the list and select Deselect if you want to remove any assets from the list.

    Screenshot with the Deselect button highlighted.

  3. Select Bulk edit to add, remove or replace an annotation for all the selected assets. You can edit the glossary terms, classifications, owners or experts of an asset.

    Screenshot with the bulk edit button highlighted.

  4. For each attribute selected, you can choose which edit operation to apply

    1. Add will append a new annotation to the selected data assets.
    2. Replace with will replace all of the annotations for the selected data assets with the annotation selected.
    3. Remove will remove all annotations for selected data assets.

    Screenshot of the add.

  5. Once complete, close the bulk edit blade by selecting Close or Remove all and close. Close won't remove the selected assets whereas remove all and close will remove all the selected assets. Screenshot of the close.

Important

The recommended number of assets for bulk edit are 25. Selecting more than 25 might cause performance issues. The View Selected box will be visible only if there is at least one asset selected.

Next steps

Follow the Tutorial: Create and import glossary terms to learn more.