Before you create a catalog source, ensure that you have the information required to connect to the source system.
Perform the following tasks:
•Assign the required permissions.
•Get the File System source information to connect to the source system.
Verify permissions
To extract metadata and to configure other capabilities that a catalog source might include, you need account access and permissions on the source system. The permissions required might vary depending on the capability.
Permissions to extract metadata
Ensure that you have the required permissions to enable metadata extraction.
•Create a user account for the Informatica user to access the Windows or Linux file system.
Note: If you select Local File System protocol to connect to the catalog source, you use the same user account that you use to run the Secure Agent.
•Verify that the user account has read permissions on files and execute permission on folders.
Permissions to run data profiles
Ensure that you have the required permissions to run profiles.
If you use the Remote File System protocol to run profiles on the metadata extracted from a Windows or Linux file system, grant read and write permissions to the Everyone group on delimited files or folders located on the remote Windows machine.
Permissions to perform data classification
You can perform data classification with the permissions required to perform metadata extraction.
Permissions to perform glossary association
You can perform glossary association with the permissions required to perform metadata extraction.
Get File System source information
Before you configure the catalog source, ask the File System administrator for values of connection properties that you need to configure the catalog source.
Note: You don't need to create a connection object in Administrator. You provide connection information when you configure the catalog source.
You can use Local File System protocol or the Remote File System protocol to connect to the File System catalog source.
Local File System protocol
The following table describes the properties for importing metadata from the files located on a local machine:
Parameter
Description
Path
Specify the absolute path to the directory on the Secure Agent from where you want to import the metadata into the catalog. Verify that the path that you enter is available on the Secure Agent.
Remote File System protocol
The following table describes the properties for importing metadata from the files located on a remote Windows machine:
Parameter
Description
Path
Specify the network or shared path from where you want to import the metadata into the catalog.
For example:\SharedPath\test_files
Host
Specify the host name or IP address of the Windows machine.
User
Enter the user name to access the Windows machine.