Step 2. Configure capabilities

When you configure the Microsoft SQL Server Integration Services 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 SQL Server Integration Services 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 All.
dEnter a value to specify the object location.

Filters can contain the following wildcards:

▪ Question mark. Represents a single character.
▪ Asterisk. Represents multiple characters.

Note:

If the object name includes spaces before or after the string value, enclose them in double quotes. You can't use the include filter to extract data tasks. However, you can exclude data tasks from extraction using the exclude filter.

The following image shows the filter condition options:

The image shows the Filters area for the Microsoft SQL Server Integration Services catalog source. You can choose to include or exclude metadata and enter a value to specify the object location.

eTo define an additional filter with an OR condition, click the Add icon.

In the SSISDB mode, specify at least the folder name, project name, and the package file name. In the Files mode, specify either the relative path to the source directory or the absolute path. The path needs to contain the location of the .dtsx SSIS package file extension.

The following image shows a filter for the SSISDB mode. The filter includes metadata from package files with names that start with PackageFileName and excludes metadata from data tasks with names that start with TaskName.

The image shows a sample filter with one include condition and one exclude condition.

4In the Configuration Parameters area, specify additional configuration parameters. Click Show Advanced to view all configuration parameters.

The following table describes the properties that you enter for Catalog Source Configuration options:

Parameter	Description
Default variables values file	Path to the file with default variables values. File format consists of [VARIABLES] and/or [FUNCTIONS] section.
External Connection Manager Files	Applicable if you connect using the Files mode. Paths of connection manager files used by the SSIS packages. For example, enter C:\SSIS\Projects\MegaEtl\MegaDb.conmgr
DTSX Package to Project Param file mappings	Applicable if you connect using the Files mode. If the path of a DTSX package matches the pattern specified in the DTSX package pattern field, the variables that you define in the corresponding Project Params file field are included. For example, enter /home/RootDir/ssis/*.dtsx=/home/RootDir/ssis/Project.params
Read parameters from SSISDB	Advanced parameter. Applicable if you connect using the SSISDB mode. Determines whether to read parameters from SSISDB. Select one of the following options: - Yes. Reads project and package parameters from SSISDB. - No. Doesn't read project and parameters from SSISDB.

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.

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.