Microsoft Purview Sources > Create catalog sources in Metadata Command Center > Step 2. Configure capabilities

Step 2. Configure capabilities

When you configure the Microsoft Purview catalog source, you define the settings for the metadata extraction capability and other optional capabilities.

The metadata extraction capability extracts source metadata from external source systems. You can also configure other capabilities that the catalog source includes.

You can save the catalog source configuration at any point after you enter the connection information. After you save the catalog source, you can choose to run the catalog source job. To run the job once, click Run. To run metadata extraction and other capabilities on a recurring schedule, configure schedules on the Schedule tab.

Configure metadata extraction

When you configure the Microsoft Purview catalog source, you choose a runtime environment, define filters, and enter configuration parameters for 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:

aSelect Yes to view filter options.
bFrom the Include/Exclude list, choose to include or exclude metadata based on the filter parameters.
cFrom the Object type list, select Data asset.
dFrom the Filter criteria list, choose from the following options:

▪ Collection path pattern. Choose to enter the path to the object as the filter value.

The path can contain the following wildcards:

▪ Question mark. Represents a single character.
▪ Asterisk. Represents multiple characters or empty text.

▪ Qualified name starts with. Choose to enter the qualified name of the data asset that you want to extract metadata from as the filter value. A data asset can be a database, schema, folder, or file.

Note:

You can't use wildcards.

▪ Qualified name contains. Choose to enter a segment from the qualified name of the data asset that you want to extract metadata from as the filter value. A data asset can be a database, schema, folder, or file.

Note:

You can't use wildcards.

The following image shows the filter condition options:

The image shows the Filters area for the Microsoft Purview catalog source. You can choose to include metadata from objects such as collections or data asset and enter values to specify the object location.

eClick Select.
fEnter the filter value and click OK.
gOptionally, to define an additional filter with an OR condition, click the Add icon.

The following image shows the filter conditions for a Microsoft Purview catalog source that includes metadata from objects with names that start with Accounts in any sub collection of the root collection named EMPDATA and excludes metadata from objects whose qualified name contains the segment SCAN:

The image shows the filter conditions for a Microsoft Purview catalog source that includes metadata from objects within collections.

4Optionally, in the Configuration Parameters area, enter properties to override default context values and job parameters.

The following table describes the property that you enter for Catalog Source Configuration Options:

Property	Description
Extract Lineage	Extract lineage information from assets at the data set and data element levels.

The following table describes the property that you can 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.

5Configure additional capabilities for the catalog source by clicking on the tabs.

Configure lineage discovery

Enable the lineage discovery capability and use CLAIRE to build complete lineage by recommending endpoint catalog source objects to assign to reference catalog source connections.

1Click the Lineage Discovery tab.

2Select Enable Lineage Discovery.

3In the Filters area, define one or more filter conditions to apply for lineage discovery.

To define filters, you can choose to select catalog source types, asset groups, or enter a catalog source name or search from a list of catalog sources.

aSelect Yes to view filter options.
bFrom the Include/Exclude list, choose to include or exclude catalog sources for lineage discovery based on the filter parameters.
cFrom the filter type list, select catalog source type, catalog source name, or asset group.
dIn the filter value field, select the required catalog source types, or click the Search button and select catalog sources or asset groups.

Filters can contain the asterisk wildcard to represent multiple characters or empty text.

The filter options appear. The filter options include multiple filter conditions that you can choose.

Examples:

▪ To include or exclude all Oracle catalog sources, select Catalog Source Type as the filter type and select Oracle in the filter value field.
▪ To include or exclude the 'Oracle_Retail' catalog source, select Catalog Source Name as the filter type and search for the catalog source or enter Oracle_Retail in the filter value field.
▪ To include or exclude all catalog sources with names that start with 'Oracle', select Catalog Source Name as the filter type and search for the catalog source or enter Oracle* in the filter value field.
▪ To include or exclude all catalog sources with names that end with 'Retail', select Catalog Source Name as the filter type and search for the catalog source or enter *Retail in the filter value field.
▪ To include or exclude all catalog sources with names that contain 'Ret', select Catalog Source Name as the filter type and search for the catalog source or enter *Ret* in the filter value field.
▪ To include or exclude all catalog sources that are part of the 'Financial Group' asset group, select Asset Group as the filter type and search Financial Group in the filter value field.

Note:

You can't add more than one include or exclude filter for the same filter type.

eOptionally, to define an additional filter with an AND condition, click the Add icon.

For more information about lineage discovery, see Lineage discovery.