Work with Models

In the Models List page administrators and data engineers can view, filter, upload, and manage data models from the associated Information Standards Manager (ISM) solution.

When you upload a new model from Data Pipeline Admin Dashboard, the model is saved in the respective ISM solution public folder.

Page interface and components

Action buttons

• Back to assets: Returns to the asset list. 

• Refresh button ( ): Reloads the model list and updates the status.

• Filter button ( ): Opens or closes the filter pane.

Filter models by ID, Name, or Created By

The following table lists three search fields that appear when you select the filter.

How filters work:

• All filters combined with AND logic (all must match).

• Filters are case-sensitive.

• Partial text matches supported.

• Select Clear All to reset all filters at once.

Model list and lock status indicators

The following are included in each model:

• ID: Unique model identifier

• Name: Display name of the model

• Lock Indicator:

  • Lock icon ( ): Locked by another user

  • Edit icon ( ): Locked by you (current user)

  • (empty): Not locked / available to edit

Lock status tooltip

• Hover over the lock icon to see Locked by: [username].

• The tooltip indicates who is currently editing the model.

  

Work with locked models

Perform the following steps to lock a model for editing:

1. Select a model that is not locked by another user.

2. Select the model row from the List page.

3. In the header, open the Action Menu.

4. Select Lock or Lock and Transform if that option is shown.

5. Confirm the app state:

   1. On the details page, the model is shown as locked by you.

   2. In the Models list, the icon is shown for that model.

6. Start editing the model.

• The model is now locked by you.

• The Edit icon ( ) appears on your model row in the Models list.

• The Tooltip shows: Locked by: [your name]

• Other users see the model as locked by you and cannot edit it.

• You can edit until you publish or discard changes.

Unlock a Model:

7. From the Models list, select the model row that shows the edit icon (locked by you) to open the model details page.

8. Select the Action Menu icon ().

9. Choose one option:

   • Publish: Use this when your changes are ready. The app saves your changes and releases your lock.

   • Unlock and Discard: Use this when you do not want to keep your current edits. The app discards unsaved changes and releases your lock.

10. Confirm the app state

    • The model no longer shows as locked by you.

    • In the Models list, the edit icon is removed for that model.

When model is locked by another user

• The Lock icon ( ) appears on the model row.

• The Tooltip shows: Locked by: [username]

• You cannot edit the model.

• You can view the model details.

• If another user locked the model, you cannot unlock it yourself.

Next steps

• Wait for the other user to finish editing the model.

• Contact the user locking the model.

• Contact an administrator to force unlock if urgent.

  Important note: If you leave the details page without publishing or using unlock or discard, your lock may remain active. For detailed lock or unlock behavior and action menu options, refer View model details page.

Navigating the model list (pagination)

• Previous/Next buttons: Navigate between pages.

• Current Page display: Shows records visible and the total count.

• Page Size selector: Select 10, 20, or 50 items per page.

• Default: 10 items per page.

View model details

11. Select any model row in the list.

    

    The screen opens the model detail view.

12. To return to list, select Back on the model details page.

Upload a new model

Use this feature to upload a new model to the Administrator Dashboard.

The following figure shows the Upload Model dialog:

13. Select Upload Model.

    The Upload Model dialog appears.

14. Select Select File.

15. Select an XML file containing the model.

    The application validates the file automatically (shows Validating... during check).

16. Select Upload to upload file.

    A new model appears in the list. You can now select the model to view and edit details.

File requirements

• Format: XML files only (.xml extension required).

• Size: Maximum 50 MB.

• Structure: Must be valid model XML.

If validation fails during file selection

• The following error message appears.

• The Upload button remains unavailable.

• Following list are the possible errors:

  • Only XML files are allowed. → File is wrong format

  • File size exceeds the 50MB limit. → File too large

  • Invalid XML syntax. → File is empty or contains malformed XML

  • Failed to read file. Please try again. → File could not be read

  • Failed to validate file. → Unexpected error during validation

If upload fails after clicking upload

• The dialog closes.

• Red error message displays on main page with details.

• Following are the possible reasons:

  • Network connection issue

  • Server error

  • Permission denied

Address the upload failure

17. Check the error message.

18. Verify the file is valid.

19. Try the upload again.

20. If the upload still fails, contact the Product Support team for assistance.

Error handling

Load errors

Upload errors