When you configure the Tableau 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 Tableau 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 Path.
dFrom the Filter criteria list, select Pattern.
eClick Select.
fIn the Select values dialog box, enter the path and click OK.
Filters are case-sensitive.
Filters can contain the following wildcards:
▪ Question mark. Represents a single character.
▪ Asterisk. Represents multiple characters.
Note:
Specify the path value in the following format:
SiteName/ProjectPath/WorkbookName
. The path can contain a project name or a path to a nested project. If you have more than one project path segment, separate the segments with the pipe (|) symbol.
The following image shows the filter condition options:
gTo define an additional filter with an OR condition, click the Add icon.
The following image shows a filter that includes workbooks with names that start with `Workbook` located in projects with names that start with `Project` followed by one additional character. It also includes the workbook named `Workbook1` in the project named `Project2` within `Project1` in the site named `Site1`.
4In the Configuration Parameters area, enter configuration parameters.
The following table describes the parameters that you can configure:
Property
Description
Operational Metadata Config
Specify whether you want to include tags assigned to the objects that you extract. To extract tags from the source system, set the Extract Tags parameter to Yes.
Additional Settings
Configure expert parameters to specify 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.
Note:
This parameter appears when you click
Show Advanced
.
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.
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.
Configure data classification
Enable the data classification capability to identify and organize data into relevant categories based on the functional meaning of the data.
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.
1Click Add Data Classification. The Select Data Classifications dialog box appears.
2Select the data classifications that you want to use.
3Click OK.
Configure glossary associations
Enable the glossary association capability to associate glossary terms with technical assets, or to get recommendations for glossary terms that you can manually associate with technical assets in Data Governance and Catalog.
Metadata Command Center considers all published business terms in the glossary while making recommendations to associate your technical assets.
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.
