Step 2. Configure capabilities

Configure metadata extraction

1In the Connection and Runtime area, choose a serverless runtime environment or the Secure Agent group where you want to run catalog source jobs.
Note:
Serverless runtime environment options are available if the catalog source works with a serverless runtime environment.
2Choose to retain, delete, or deprecate objects that are deleted from the source system in the catalog with the Metadata Change Option.
• - Retain. Retains objects that are deleted from the source system in the catalog. If you update or add a filter, the catalog retains objects extracted from the previous job and extracts additional objects that match the current filter. Objects deleted from the source system are not deleted from the catalog. Enrichments added on deleted objects and relationships are retained.
• - Delete. Deletes metadata from the catalog based on objects deleted from the source system and changes you make to the filter. Enrichments added on deleted objects and relationships are also permanently lost. Objects renamed in the source system are removed and recreated in the catalog.
• - Deprecate. The lifecycle of objects imported into the catalog moves to Obsolete based on objects deleted from the source system and changes you make to the filter. This does not impact enrichments added on deprecated objects and relationships. Objects renamed in the source system are removed and recreated in the catalog. When you run the catalog source job again for other capabilities such as data classification, relationship discovery, or glossary association, the job doesn't consider obsolete objects. Obsolete objects remain in the catalog until they are purged when you run a Purge Obsolete Objects job on the Explore page.
Note:
You can also change the configured metadata change option when you run a catalog source.
3In the Filters area, define one or more filter conditions to apply for metadata extraction.
To define filters, you can either select an object type and enter the path to the object as the filter value, or select an object from a list of objects available in the source system.
1. aSelect Yes to view filter options.
2. bFrom the Include/Exclude list, choose to include or exclude metadata based on the filter parameters.
3. cPerform one of the following steps:
• ▪ From the Object type list, select an object type, depending on the object that you want to extract metadata from. Enter the path to the object as the filter value.
• ▪ In the filter value field, click the Search button and select an object from a list of objects available in the source system.
The Object type field updates based on the selected object.
• If you select an object type and then click the Search button, the list of objects includes all object types, but you can only select objects that match the selected object type.
You can edit the filter value after you select an object from the list.
Note:
You can only search for object types that work with the search functionality. If you don't see the Search button for the selected object, enter the object path as the filter value.
Note:
If the object metadata is available in
Data Governance and Catalog
, a check mark appears next to the object.
Note:
To select an object, you need to have permissions on the connection to the source system.
The following image shows the filter condition options:

4. dTo define an additional filter with an OR condition, click the Add icon.
4In the Configuration Parameters area, enter the configuration parameters.
The following table describes the properties that you can enter in the Catalog Source Configuration Options section:

Parameter	Description
Override Bucket Name	Specify the bucket name of the stored objects from which you want to extract metadata. This value overrides the bucket name that you specified when you configured the connection.
Extract Group Elements from Hierarchical Files	Select one of the following options to extract group or leaf elements from hierarchical files: - Yes. Extracts group elements from hierarchical files with the complete hierarchy of hierarchical fields. You can view the hierarchy of hierarchical files in the Hierarchy tab of assets in Data Governance and Catalog. - No. Extracts only leaf elements from hierarchical files without the complete hierarchy of hierarchical fields. You can extract group elements from hierarchical files for the following file types: - AVRO. Extracts and groups hierarchical files and hierarchical fields. - Parquet. Extracts and groups hierarchical files and hierarchical fields. - JSON. Extracts and groups hierarchical files and hierarchical fields. - XML. Extracts and groups elements and attributes. For XML file types, a maximum depth of 1000 elements is permitted within a single element in the hierarchy. - XSD. Extracts and groups elements and attributes. If you modify the Extract Group Elements from Hierarchical Files field and run the catalog source again, the asset page doesn't display the hierarchical elements in the correct hierarchy groups. If you modify the property value, purge the catalog source before you run it again.
Enable Extension-Based File Type Detection	Select one of the following options to detect file types by file extensions or by parsing the file contents: - Yes. Detects file types by file extensions. - No. Parses the file contents to detect file types. Note: You can detect file types by file extensions for the following file types: - CSV - TSV - TXT - XML
Use First Row as Header of Delimited Files	Select one of the following options to use the first row as the header or detect headers automatically for delimited files: - Yes. Detects column headers based on the following rules: - Duplicate headers get suffixed with ‘#’ followed by a number, for example, ABC#1, ABC#2. The detection is not case-sensitive. - Empty column header values appear as UnknownColumn<position>, for example UnknownColumn2. - The header row in the file is detected even if it has a different number of columns than the data rows. - No. Detects headers automatically for delimited files.
Headers of Delimited Files	Specify values to determine headers of delimited files. Separate multiple values by commas. If any value from the list is found in the first row of the delimited file, then the first row is used as the header. Note: This parameter appears only if you choose No for the Use First Row as Header of Delimited Files parameter.
Treat Files Without Extension As	Select one of the following options to identify files without an extension: - Parquet - Avro - JSON
Enter File Delimiter	Specify the file delimiter if the file from which you extract metadata uses a delimiter other than the following list of delimiters: - Comma(,) - Horizontal tab ( \t) - Semicolon (;) - Colon (:) - Pipe symbol (|) Enclose the delimiter in single quotes. For example, '$'. Use a comma to separate multiple delimiters. Note: Adding a custom delimiter overrides the default list of delimiters. When you add a custom delimiter, include the list of applicable default delimiters.
Files to be excluded during partition discovery	Specify the regular expression of the files that you want to exclude during partition discovery. Enclose each regular expression in double quotes. For example, ".*json","Customer.csv","Parquet.*". Use a comma to separate multiple regular expressions.

Expand the Partitioned File Configuration section.
The following table shows the parameters that you can configure for custom partition detection and partition pruning:

Parameter	Description
Custom Partition Detection Configuration File	The configuration file in JSON format to detect custom partitions in the source system. The configuration file defines the pattern of the non-Hive style custom partitions. Note: The system automatically detects partitions if the date format of the partition key is in any of the following formats: - dd-MM-yy - dd-MM-yyyy - dd-MMM-yyyy For example, the system interprets dd-MM-yyyy as the partition format and extracts Customer as a hierarchical file instead of a folder in the following partition pattern: Customer |__01-01-2022 | | |__ dataFile1.parquet | | |__ dataFile2.parquet | | |__ ... |__02-02-2022 |__... The system doesn't automatically detect partitions with other patterns, such as MM-dd-yyyy. If the pattern is different, you need to define it in JSON format. For example, To detect the epoch time format, define it in JSON format as:
Partitioned Pruning Configuration Options	The configuration file in JSON format for partition pruning that contains additional information to identify partitions and determine the relevant schema in the source system.
Enable Partition Detection	Specify if you want to enable partition detection.
Enable Partition Pruning	Applicable if you enable partition detection. Specify if you want to enable partition pruning. Default is Yes.

The following code shows a sample pruned partition configuration file in the JSON format:
{
"SortablePartitionKeys": [
{
"Key": "Region",
"PrunedValues": [
"USA",
"IND"
]
}
]
}
In this example, the partitions USA and IND are used to determine the schema.
5Optional. In the Configuration Parameters area, enter additional settings.
The following table describes the property that you enter for additional settings:
Note:
The
Additional Settings
section appears when you click
Show Advanced
.

Property	Description
Expert Parameters	Enter additional configuration options to be passed at runtime. Required if you need to troubleshoot the catalog source job. Caution: Use expert parameters when it is recommended by Informatica Global Customer Support.

6Configure additional capabilities for the catalog source by clicking on the tabs.

Filter guidelines and examples

• •Filters are case-sensitive.
• •Use an asterisk to represent multiple characters in a folder name, file name, and a single folder level in a folder hierarchy. For example, A* matches A, Ab, ABC.
• •For file filters, specify only the file name.
• •If a file name contains an asterisk, the filter considers it as a wildcard and not a special character. To ignore an asterisk as a wildcard, enclose it in double quotes (“) in the filter.
• •Use a forward slash as a separator in path hierarchies. You can add a path in folder and path filters.
• •Use an asterisk as a path placeholder in folder and path filters. For example, folder1/*/folder3. Here, the filter includes all folders under folder1.
• •Use two asterisks to indicate zero or more levels of folders in folder and path filters. The pattern with two asterisks is recursive. The processing time is longer as the data volume increases.

Examples

Folder filters

Folder filters apply to folders included in the source system.

For example:

• - To include or exclude metadata from 'Folder2' located inside 'Folder1', select Folder as the object type and enter Folder1/Folder2 in the value field.
• - To include or exclude metadata from 'Folder2' located in any folder under 'Folder1', select Folder as the object type and enter Folder1/*/Folder2 in the value field.
• - To include or exclude metadata from 'Folder2' located two levels under 'Folder1', select Folder as the object type and enter Folder1/*/*/Folder2 in the value field.
• - To include or exclude metadata from 'Folder2' located at any level under 'Folder1', select Folder as the object type and enter Folder1/**/Folder2 in the value field. This is a recursive search, and therefore the processing time can be longer.

File filters

File filters apply to the files included in folders that you filter. The file filter is recursive. If you don’t provide any folder filters, the file filters apply to the entire folder hierarchy.

For example:

• - To include or exclude metadata from all files with the name 'File1.csv' located in the source directory, select File as the object type and enter File1.csv in the value field. Metadata Command Center recursively searches for files that match the filter criteria in all folders in the source directory.
• - To include or exclude metadata from all files with names that start with 'File' and end with 'ame.csv', select File as the object type and enter File*ame.csv in the value field.
• - To include or exclude metadata from all files with names that end with 'File.csv', select File as the object type and enter *File.csv in the value field.
• - To include or exclude metadata from all files with the name 'File' and files that start with the name 'File' followed by one or more characters, select File as the object type and enter File* in the value field.
• - To include or exclude metadata from all files with names that contain the word 'File', select File as the object type and enter *File* in the value field.
• - To include or exclude metadata from all files with the name 'Fi*le.csv', select File as the object type and enter Fi”*”le.csv in the value field.

Path filters

Path filters apply to the files and folders in the path that you filter. The path filter is non-recursive. If you provide only the file or folder names, the path filters apply to the first level files or directories.

For example:

• - To include or exclude metadata from files and folders with names that start with 'Item1' in the first level directory, select Path as the object type and enter Item1* in the value field.
• - To include or exclude metadata from the 'File1' file in the 'Folder1' folder, select Path as the object type and enter Folder1/File1 in the value field.
• - To include or exclude metadata from files or folders with names that contain the word ‘Subfolder’ in the ‘Folder1’ folder, select Path as the object type and enter Folder1/*Subfolder* in the value field.
• - To include or exclude metadata from files or folders with the name 'File1' in any subfolder of the 'Folder1' folder, select Path as the object type and enter Folder1/*/File1 in the value field.
• - To include or exclude metadata from all files and subfolders in the 'Folder1' folder, select Path as the object type and enter Folder1/* in the value field.
• - To include or exclude metadata from files or folders with the name ‘File1’ located at any level in the ‘Folder1’ folder, select Path as the object type and enter Folder1/**/File1 in the value field. This is a recursive search, and therefore the processing time can be longer.

Configure data profiling and quality

1Click the Data Profiling and Quality tab.
2Expand Data Profiling and select Enable Data Profiling.
Note:
Ensure that you have permissions on all the staging connections that you use in your data profiling configuration. You can't run the job if you don't have permissions on the connections that you use. Select connections that you have access to, or ask the administrator to grant the necessary permissions on the connections that you want to use.
3In the Connection and Runtime area, choose the Secure Agent group where you want to run catalog source jobs.
4Optionally, in the Filters area, specify additional filters in addition to metadata filters:
1. aSelect Yes to view filter options.
2. bFrom the Include/Exclude list, choose to include or exclude metadata based on the filter parameters.
3. cFrom the Object type list, select File or Folder.
4. dEnter a value to specify the object location.
Examples:
• ▪ Files: You extracted metadata from a folder that contains multiple files and now you want to run a profile on a specific file. Select File from the Object type option and enter the file name in the input field.
• ▪ Folders: You extracted metadata from a folder that contains multiple folders and now you want to run a profile on a specific folder. Select Folder from the Object type option and enter the folder name in the input field.
To include or exclude multiple objects, click the Add icon to add filters with the AND condition.
5In the Parameters area, configure the parameters.
The following table describes the parameters that you can enter:

Parameter	Description
Modes of Run	Determine the type of data that you want the data profiling task to collect. Choose one of the following options: - Keep signatures only. Collects only aggregate information such as data types, average, standard deviation, and patterns. - Keep signatures and values. Collects both signatures and data values.
Profiling Scope	Determine whether you want to run data profiling only on the changes made to the source system or on the entire source system. Choose one of the following options: - Incremental. Includes only source metadata that is changed or updated since the last profile run. - Full. Includes the entire metadata that is extracted based on the filters applied for extraction.
Sampling Type	Determine the sample rows on which you want to run the data profiling task. Choose All Rows to run data profiling on all rows in the metadata.
Elastic Runtime Environment	Select an elastic runtime environment to run the data profiling capability in the elastic cluster configuration. Note: To run a profile on an Avro or Parquet file, connect to an advanced cluster. For more information about advanced clusters, see Advanced Clusters help.
Staging Connection	The staging connection where data profiling results are stored temporarily during the profile run. Applicable for data profiling on complex file types.
Maximum Precision of String Fields	The maximum precision value for profiles on string data type. Note: You can set a maximum precision value of 255 characters. Default is 50.
Text Qualifier	The character that defines string boundaries. If you select a quote character, profiling ignores delimiters within the quotes. Select a qualifier from the list. Default is Double Quote.
Code page for delimited files	Select a code page that the Secure Agent can use to read and write data. Use this option to ensure that profile results for assets with non-English characters don't include junk characters. Default value is UTF-8. Choose one of the following options: - MS Windows Latin 1. Select for ISO 8859-1 Western European characters. - UTF-8. Select for Unicode and non-Unicode characters. - Shift-JIS. Select for double-byte characters. - ISO 8859-15 Latin 9 (Western European). - ISO 8859-2 Eastern European. - ISO 8859-3 Southeast European. - ISO 8859-5 Cyrillic. - ISO 8859-9 Latin 5 (Turkish). - IBM EBCDIC International Latin-1.
Escape Character for Delimited Files	You can specify an escape character if you need to override the default escape character. An escape character ignores a delimiter character in an unquoted string if the delimiter is part of the string value. If you specify an escape character, the data profiling task overrides the default escape character that the Metadata Extraction job detects and considers the specified escape character. It then reads the delimiter character as a part of the string value. If you don't specify an escape character, the data profiling task considers the default escape character that the Metadata Extraction job detects and reads the delimiter character as a part of the string value.
Read Multiple Line JSON Files	By default, the data profiling job reads each JSON schema as a single line. Select Yes to read input that spans across multiple lines.

6Expand Data Quality and select Enable Data Quality.
Note:
You can click
Use Data Profiling Parameters
to use the same parameters as in the
Data Profiling
section.
Note:
Ensure that you have permissions on all the staging and flat file connections that you use in your data quality configuration. You can't run the job if you don't have permissions on the connections that you use. Select connections that you have access to, or ask the administrator to grant the necessary permissions on the connections that you want to use.
7In the Connection and Runtime area, choose the Secure Agent group where you want to run catalog source jobs.
8In the Parameters area, configure the parameters.
The following table describes the properties that you can enter:

Parameter	Description
Data Quality Rule Automation	Enable the option to automatically create or update rule occurrences for data elements in the catalog source. Choose one of the following options: - Apply on Data Elements linked with Business Dataset. Creates rule occurrences for all data elements that are linked with business data sets in the catalog source. - Apply on all Data Elements. Creates rule occurrences for all data elements in the catalog source.
Data Quality Remediation	Enable the option to specify a flat file connection to store the list of failed rows so that users can remediate poor data quality scores. Choose one of the following options: - No. Doesn't enable the Create Data Quality Failure Ticket option. - Yes. Shows a list of flat file connections where you write failed rows to customer-managed locations.
Data Quality Failure Ticket	Specify whether you want to create data quality failure tickets for poor data quality scores based on the threshold defined for the rule occurrence in Data Governance and Catalog. Choose one of the following options: - No. Doesn't automatically create data quality failure tickets when the data quality scores are poor. - Yes. Automatically creates data quality failure tickets based on the data quality threshold values you define in Data Governance and Catalog, and notifies you when a data quality score is below the threshold. Note: You must configure a workflow event for the data quality failure and enable the event in Metadata Command Center .
Cache Result	Specify how you want to preview rule occurrence results. Select Agent Cache if you want to generate a cache file in the runtime environment and to preview the cached results faster in subsequent data preview runs. The results are cached for seven days by default after the first run in the runtime environment. Select No Cache if you don't want to cache the preview results and view the live results.
Run Rule Occurrence Frequency	Specify whether you want to run data quality rules based on the frequency defined for the rule occurrence in Data Governance and Catalog.
Sampling Type	Determine the sample rows on which you want to run the data quality task. Choose All Rows to run data quality on all rows in the metadata.
Elastic Runtime Environment	Select an elastic runtime environment to run the data quality capability in the elastic cluster configuration. Note: To run data quality rules on an Avro or Parquet file, connect to an advanced cluster. For more information about advanced clusters, see Advanced Clusters help.
Staging Connection	The staging connection where data quality results are stored temporarily during the execution. Applicable for data quality on complex file types.
Maximum Precision of String Fields	The maximum precision value for fields of the string data type.
Text Qualifier	The character that defines string boundaries. If you select a quote character, the data quality rule ignores delimiters within the quotes. Select a qualifier from the list. Default is Double Quote.
Code page for delimited files	Select a code page that the Secure Agent can use to read and write data. Use this option to ensure that rule results for assets with non-English characters don't include junk characters. Default value is UTF-8. Choose one of the following options: - MS Windows Latin 1. Select for ISO 8859-1 Western European characters. - UTF-8. Select for Unicode and non-Unicode characters. - Shift-JIS. Select for double-byte characters. - ISO 8859-15 Latin 9 (Western European). - ISO 8859-2 Eastern European. - ISO 8859-3 Southeast European. - ISO 8859-5 Cyrillic. - ISO 8859-9 Latin 5 (Turkish). - IBM EBCDIC International Latin-1.
Escape Character for Delimited Files	You can specify an escape character if you need to override the default escape character. An escape character ignores a delimiter character in an unquoted string if the delimiter is part of the string value. If you specify an escape character, the data quality task overrides the default escape character that the Metadata Extraction job detects and considers the specified escape character. It then reads the delimiter character as a part of the string value. If you don't specify an escape character, the task considers the default escape character that the Metadata Extraction job detects and reads the delimiter character as a part of the string value.
Read Multiple Line JSON Files	By default, the data quality job reads each JSON schema as a single line. Select Yes to read input that spans across multiple lines.

9To enable the data observability capability, expand Data Observability and select Enable Data Observability.

Configure data classification

1Click the Data Classification tab.
2Select Enable Data Classification.
3Choose one or both of the following options:
• - Generated Data Classifications. CLAIRE automatically generates data classifications for the data elements.
• - Data Classification Rules. Choose from predefined or custom data classifications.
1. 1Click Add Data Classification. The Select Data Classifications dialog box appears.

2. 2Select the data classifications that you want to use.
3. 3Click OK.

Configure relationship discovery

• •Import a relationship inference model. For more information about importing a relationship inference model, see Import a relationship inference model.
• •Enable data profiling on the Data Profiling and Quality tab, and select Keep Signatures and Values as the run mode in the Parameters section. These configurations enable you to retain values of the columns in the profiling results and discover relationships.

1Click the Relationship Discovery tab.
2Select Enable Relationship Discovery.
3In the Column Similarity area, select the Relationship Inference Model.
Note:
The relationship inference models that you imported appear in the
Relationship Inference Model
field.
4In the Joinable Tables Relationship area, specify the Containment Score Threshold to identify joinable table relationships within the catalog source. This score is an indicator of the data overlap between any two given columns which determines whether the tables are joinable.
Note:
A higher score means that the objects have more overlapping data and a lower score means lesser overlapping data between the two objects. A containment score threshold lower than 0.4 might result in a large number of false positives.

Configure glossary associations

1Click the Glossary Association tab.
2Select Enable Glossary Association.
3Select Enable auto-acceptance to automatically accept glossary association recommendations.
4Specify the Confidence Score Threshold for Auto-Acceptance to set a threshold limit based on which the glossary association capability automatically accepts the recommended glossary terms.
Note:
Specify a percentage from 80 to 100. If the score is higher than the specified limit, the glossary association capability automatically assigns a matching glossary term to the data element.
5Select Enable Below-threshold Recommendations to receive glossary association recommendations below the auto-acceptance threshold. If you enable auto-acceptance, you can enable below-threshold recommendations to receive glossary recommendations below the auto-acceptance threshold.
6Specify the Confidence Score Threshold for Recommendations to set a threshold based on which the glossary association capability makes recommendations
If you enable auto-acceptance, specify a percentage from 80 to the selected auto-acceptance threshold. You can accept or reject the recommended glossary terms that fall within this range in Data Governance and Catalog.
If you disable auto-acceptance, specify a percentage from 80 to 100 inclusive.
7Choose to automatically assign business names and descriptions to technical assets. You can then choose to retain existing assignments and only assign business names and descriptions to assets that don't have assignments, or allow overwrite of existing assignments.
By default, existing assignments are retained.
8Optional. Choose to ignore specific parts of data elements when making recommendations. Select Yes and enter prefix and suffix keyword values as needed.
Click Select to enter a keyword. You can enter multiple unique prefix and suffix keywords. Keyword values are case insensitive.
9Optional. Choose specific top-level business glossary assets to associate with technical assets. Selecting a top-level asset selects its child assets as well. Select Top-level Glossary Assets and specify the assets on the Select Assets page.
10Optional. Choose to use abbreviations and synonym definitions from lookup tables for accurate glossary association. Select Yes to enable, and then click Select to upload a lookup table.
11Click Next.
The Associations page appears.