You can update, copy, delete, purge, and run a catalog source. You can also grant configuration permissions for catalog sources to different roles in your organization.
On the Catalog Sources page of the Explore page, you can select a catalog source to see its overview and related catalog sources. The Overview tab displays the capabilities, filters, stakeholders, asset groups, and schedules enabled for a catalog source. The Related Catalog Sources tab displays a list of related catalog sources that are either assigned manually using connection assignment or are curated based on CLAIRE recommendations using the lineage discovery capability. You can view related catalog sources and accept or reject CLAIRE recommendations for catalog sources that are run with the lineage discovery capability.
Managing configuration permissions for catalog sources
As a service administrator, you can grant configuration permissions for catalog sources to different roles in your organization, and add specific users and user groups to those roles so that they can perform operational activities on a catalog source.
To manage permissions for catalog source configuration, verify that at least one role has the catalog source configuration Set Permissions functionality enabled for Metadata Command Center in Administrator. In Administrator, create the required roles, assign users and user groups to the roles, and specify appropriate permissions to the roles.
You can select roles and add specific users or user groups to those roles to grant the following levels of permission for catalog source configuration:
•Create
•Read
•Update
•Run
•Set Permissions
Based on the permissions granted to the roles, the selected users and user groups belonging to that role can perform appropriate operations for configuring catalog sources.
1Go to the Explore page in Metadata Command Center.
2From the list of catalog sources, search for the catalog source for which you want to manage permissions.
3Click the Action menu, and select Permissions.
The Catalog Source Permissions dialog box appears. The following image shows the Catalog Source Permissions dialog box:
4In the Roles panel, click Add Roles.
The Add Roles dialog box displays the list of roles that your organization administrator configured for Metadata Command Center. The following image shows the Add Roles dialog box:
5Select one or more roles, and click OK to add the roles.
6In the Add Users & User Groups panel, by default, all users and user groups that belong to the selected role are granted the role-defined permissions for the catalog source configuration. To assign permissions only to the selected users and user groups that belong to this role, choose Specific Users and User Groups.
The following image shows the Add Users & User Groups panel:
7Select Add Specific Users and User Groups.
The Add Users & User Groups dialog box displays the list of users and user groups that the administrator has assigned to the selected role.
8Select one or more users or user groups to assign to the selected role, and click OK.
Only the selected users and user groups belonging to the specified role will be granted the role-defined permissions for catalog source configuration.
9View the assigned permissions for each user and or group, and click Save.
Deleting or purging a catalog source
Delete or purge a catalog source based on your business requirements.
When you delete a catalog source, you delete all the configuration specific to that catalog source, along with all the metadata that was extracted and any enrichment made to the associated metadata. Purging a catalog source deletes all the metadata that was extracted, along with any enrichment made to the associated metadata.
Note: Before you delete or purge a catalog source, manually unassign the connections that are assigned to that catalog source.
1Go to the Explore page in Metadata Command Center.
2Select Catalog Sources from the menu.
3From the list of catalog sources, search for the catalog source that you want to delete or purge.
4Click the Action menu, and select Delete or Purge.
Note: You can't delete or purge a catalog source if the catalog source job is in the running state.
5To confirm delete or purge, click OK.
The catalog source is triggered to delete or purge. You can monitor the status of the job on the Monitor page.
Note: If the deletion job succeeds, the catalog source disappears from Metadata Command Center. If it fails, some associated objects might still be present in Data Governance and Catalog. Such catalog sources continue to appear in the list of catalog sources in Metadata Command Center, but are marked as Deleted. Delete the catalog sources to remove them along with any remaining objects present in Data Governance and Catalog.
Cloning a catalog source configuration
You can clone the configuration of a catalog source to create another catalog source with the same configuration.
Note: Cloning doesn't copy the content of the catalog source.
1In Metadata Command Center, go to the Explore page.
2Select Catalog Sources from the menu.
3You can clone a catalog source in one of the following ways:
- Hover your mouse over the catalog source that you want to clone and click Copy from the Action menu.
- Open the catalog source that you want to clone and click Copy.
Note: By default, the cloned catalog source has the same name suffixed with _copy. You can change the name if needed.
4If needed, modify the configuration of the catalog source by updating the parameters on each tab.
Cloning doesn't copy the content of sensitive fields. If the catalog source contains sensitive fields such as Client Secret, enter the values.
5Click Save.
Curating CLAIRE recommendations
You can view related catalog sources and accept or reject CLAIRE recommendations for a catalog source.
1Go to the Explore page in Metadata Command Center.
2Select Catalog Sources from the menu.
3From the list of catalog sources, search for the catalog source for which you want to curate CLAIRE recommendations.
4Hover your mouse over the catalog source and click View Lineage Discovery from the Action menu.
Note: The View Lineage Discovery option is available for catalog sources that are run with the lineage discovery capability.
The Configure page appears with the catalog source filtered on the Lineage Discovery tab of the Lineage tab.
The Related Catalog Sources tab displays a list of related catalog sources.
5Hover your mouse over a related catalog source and click Accept or Reject from the Action menu.
For more information about lineage discovery and curating CLAIRE recommendations, see Lineage discovery.
