Data Governance User Guide > Automate Data Quality Rules > Setting Up Data Quality Rule Automation
  

Setting Up Data Quality Rule Automation

Before you can automate rules, you must set up Axon, Enterprise Data Catalog, and Informatica Data Quality with the required objects to run the rules.
In Enterprise Data Catalog, create a resource to scan the fields on which you want to run the rules. In Axon, create a System for the Enterprise Data Catalog resource. Additionally, create a Glossary object in Axon that defines the rule, and scan the object in Enterprise Data Catalog.
In Informatica Data Quality, create the data quality rule that you want to run. In Axon, create a standard data quality rule for the Glossary object that you scanned in Enterprise Data Catalog. The standard rule maps to the rule in Informatica Data Quality and provides a textual definition for the rule that you want to run.

Create Enterprise Data Catalog and Axon Objects

You can link the attributes of Axon data sets with Enterprise Data Catalog fields. You can also onboard the fields from Enterprise Data Catalog and automatically create attributes for the fields. To start with the onboarding process, you need to create the required Enterprise Data Catalog resources and Axon objects such as systems and glossaries.
You can perform the following steps to create Enterprise Data Catalog resources and Axon objects:
  1. 1. Create a resource in Enterprise Data Catalog. Enable data domain discovery. Optionally, you can enable similarity discovery. For more information, refer the topics Creating a Resource and Enable Data Discovery in the Informatica Catalog Administrator Guide.
    2. Note: The file sources for which you want to run rules must be flat files in native file systems. In the Connection Properties section of the Enterprise Data Catalog resources, select the Local File dropdown option in the File Protocol field.
  2. 2. Create an Axon resource type in Enterprise Data Catalog. Use the Axon resource type to scan the Axon glossaries. For more information, refer the Creating a Resource and Axon Resource Type Properties topics in the Informatica Catalog Administrator Guide.
  3. 3. Create glossaries and systems in Axon. Assign at least one stakeholder to a glossary to receive notifications about onboarding objects into Axon. For more information, see Creating an Object.

Create a Standard Data Quality Rule

Create a standard data quality rule in a Glossary object. You must have edit permissions on the Glossary object.
    1. From Unison search, open the Glossary object for which you want to create a standard data quality rule.
    2. Click Edit.
    3. From the Actions menu, click New Standard Data Quality Rule.
    The New Standard Data Quality Rule tab appears.
    4. In the New Standard Data Quality Rule tab, specify the following properties:
    Option
    Description
    Name
    Name of the standard data quality rule.
    Description
    Description of the logic for the standard data quality rule.
    Reference Number
    Unique identifier for each object. Axon automatically assigns a unique reference ID if you leave this field blank.
    Type
    Select from one of the following types of data quality rules:
    • - Completeness
    • - Accuracy
    • - Consistency
    • - Validity
    • - Timeliness
    You can customize the values from Meta-Model Administration | Dropdown Configurations in the Admin Panel
    Technical Description
    A technical description of the rule logic. Can include SQL or pseudo SQL.
    Technical Rule Reference
    Option to link the standard rule with a rule in Informatica Data Quality.
    For more information, refer to Link Standard Data Quality Rule to a Rule in Informatica Data Quality.
    Create Local Rules Automatically
    Automates the running of data quality rules in Informatica Data Quality. To automate rules, the Axon Status field must have the Active value.
    For more information, refer to Create Local Data Quality Rules Automatically.
    Axon Status
    Status of the data quality rule in Axon. Select one of the following values:
    • - Active
    • - Inactive
    • - Pending Review
    • - Obsolete
    • - Deleted
    If you want to delete a standard data quality rule, you need to set the Axon Status to Deleted.
    Lifecycle
    Lifecycle status of the object. Select one of the following values:
    • - Active
    • - Draft
    • - Obsolete
    Axon Viewing
    Whether the rule is available for public viewing or not.
    Criticality
    Level of criticality . Select from one of the following options:
    • - Low
    • - Medium
    • - High
    Frequency
    The frequency at which you want to run the rule and retrieve data quality scores from Informatica Data Quality.
    Select one of the following frequencies:
    • - Daily
    • - Weekly
    • - Monthly
    • - Quarterly
    • - Ad-hoc
    • - Bi-Weekly
    If you plan to automate data quality rules, see Scheduling Local Data Quality Rules to understand the scheduling conditions for the local data quality rules that are automatically generated by Axon.
    Green Target
    A number that indicates the threshold value for the green color. Reflects the proportion of the measured data that achieved the performance level for the green target. Enter a number from 0 to 100. Do not enter characters such as %.
    Amber Target
    A number from 0 to 100 that indicates the threshold value for the amber color.
    5. Click Save and Close.