You can enrich the technical assets that appear from Metadata Command Center with metadata and relationships that you can use for governance. Provide business friendly data set representations and business glossary associations so that you can quickly identify them within the catalog assets.
Curate glossaries for technical assets
If you're a data owner or a business user, you can curate business glossaries for technical assets to add more business context to your technical metadata and to make your data easily discoverable.
When you curate glossaries, you either accept or reject the glossaries recommended for technical assets, or you manually associate technical assets with one or more glossary assets. Data Governance and Catalog can also automatically associate suitable glossaries with technical assets. You can curate the glossaries on the Overview tab or on the Contains tab of technical asset pages in Data Governance and Catalog.
The following conditions apply if you want to curate glossaries for technical assets:
•The glossary asset that you curate should be in the Published lifecycle stage.
•You can curate glossary recommendations if your organization administrator grants you the Read permission on business glossary assets and the Update permission on technical assets through access policies in Metadata Command Center.
•The associated glossary asset type can be a business term or a metric.
•The technical asset should be a data element or a technical data set.
Automatically associate glossary assets with technical assets
By using the power of CLAIRE®, Data Governance and Catalog can infer and automatically associate meaningful glossary assets with your technical assets.
When you open the Overview tab for a technical asset in the catalog source in Data Governance and Catalog, you may see glossary assets in the Accepted and CLAIRE® Recommendations sections of the Glossaries panel. These associations are made automatically by CLAIRE® based on the following criteria:
•All Glossary assets that match or exceed the specified confidence score are automatically accepted and appear in the Accepted list. The accepted glossary asset is thus assigned as the business name of the asset. If there are several automatically accepted glossary assets with the same confidence score, the first asset in the alphabetical order is assigned as the business name of the technical asset.
•All glossary assets that are below the specified confidence score appear as recommendations in the CLAIRE® Recommendations list. You can then manually accept or decline the recommendations as mentioned earlier.
The following image shows a sample asset page for a column named PHONE_NUMBER. The Glossaries panel shows the automatically accepted and CLAIRE® recommended terms:
In the above example image, the column named PHONE_NUMBER belongs to an Oracle catalog source. Let us assume that the confidence score threshold defined for the catalog source in Metadata Command Center is 86%. The business term Phone Number matches the column with a confidence score of 88%, and the term is automatically accepted as the business term for the column. Another business term Mobile number matches the table with the confidence score of 82%, which is lower than the defined confidence score, and the term Mobile number appears as a CLAIRE® recommendation. You can choose to accept or decline the recommendation.
Accept or decline recommended glossary assets
Based on the semantics of data contained in the technical assets, the system can recommend intelligent glossary suggestions for your technical assets. You can either accept or decline the recommendations.
The following image shows the CLAIRE® recommended term and the options for accepting or declining the recommendation for the sample column PHONE_NUMBER:
For each CLAIRE® recommendation, you can perform one of the following actions:
•Select Accept to accept the CLAIRE® recommendation. The glossary asset then moves to the Accepted list.
•Select Decline to decline the CLAIRE® recommendation. The glossary asset then moves to the Declined list.
•Select Accept and save as Business Name to accept the CLAIRE® recommendation and assign this glossary asset as the business name of the asset. The asset then moves to the Accepted list and the business name of the asset is assigned.
•Select Accept and Decline other CLAIRE Recommendations to accept only this glossary asset and decline other recommended assets. The accepted glossary asset then moves to the Accepted list and other recommendations are move to the Declined list.
Optionally, you can bulk accept or decline all CLAIRE® recommended glossary assets at once. You can also bulk accept all the declined glossary assets or decline all accepted glossary assets.
The following image show the options for bulk accepting and declining glossary assets for a column:
Manually associate glossary assets with technical assets
If you want to associate specific business terms or metrics with technical assets, you can manually associate them in one of the following ways:
•From the Overview tab of a technical asset page. The Glossaries panel on the Overview tab of a technical asset page displays the glossary assets that are already assigned to the asset. To manually associate other glossary assets, click the add icon on the Glossaries panel to open the Add Glossary Assets dialog box. In the dialog box, you can select one or more meaningful business terms or metrics to associate with the technical asset and then assign a business name and description for the technical asset.
The following image shows the Add Glossary Assets dialog box that highlights the selected business terms to associate with the technical assets. The dialog box also highlights the option to assign the business name and description of one glossary asset to the technical asset.
After associating the glossary assets, you can select the option to assign the name and description of one of the shortlisted glossary assets as the name and description of the technical asset.
The following image shows the Add Glossary Assets dialog box with the highlighted option to select one glossary asset to assign as the business name of the technical asset:
After you save and finish the changes, the selected glossary assets appear in the Accepted section of the Glossaries panel. The business name and description of the technical asset changes to the name and description of the glossary asset that you selected.
•From the Contains tab of a technical data set page. Use the Curate button on the Contains tab of a technical data set page to manually associate glossaries with technical data elements.
The following image shows the Curate button on the Contains tab of a data set page:
Associate business names and descriptions with technical assets
For better governance of technical assets, a business user must ensure that technical assets have meaningful business names and descriptions that are user-friendly and easily discoverable. Business names make the technical asset meaningful, readable, and identifiable.
You can enable automatic assignment of business names and descriptions to technical assets, or you can manually add business names to technical assets.
The following guidelines apply if you want to associate business names and descriptions to technical assets:
•The associated business name can be a glossary business term or a glossary metric asset.
•The technical asset for which you want to assign a business name should be a data element or a technical data set.
•The glossary asset that you curate should be in the Published lifecycle stage.
•You can curate glossary recommendations if your organization administrator grants you the Read permission on the business glossary assets and the Update permission on technical assets through access policies in Metadata Command Center.
•If both the business term and the metric are associated with the same data set or data element from a catalog source and you decline the business name recommendation from either the business term or the metric, the business name disappears from the technical asset.
•If you edit the business name, change the description, and decline the automatically associated business term or metric, the business name and description do not disappear.
The following image shows a technical asset with an automatically assigned business name:
Automatically assign business names and descriptions
To automatically assign business names and descriptions to technical assets, your organization administrator must enable the Glossary Association capability for the catalog source in Metadata Command Center, select the Enable Auto-Acceptance option, and specify the confidence score based on which the glossary assets are either automatically accepted or recommended for the technical assets. For more information about the glossary association configuration settings, see the Administration help in Metadata Command Center.
When you open the Overview tab for a technical asset in the catalog source in Data Governance and Catalog, all glossary assets that match or exceed the specified confidence score are automatically accepted and appear in the Accepted list.
The name and description of the accepted glossary asset is automatically assigned to the technical asset. This assignment is automatic, and you don't need to do anything. If there are several automatically accepted glossary assets with the same confidence score, the first asset in the alphabetical order is assigned as the business name and description of the technical asset.
Manually assign business names
You can manually assign business names specific to your organization to technical assets in Data Governance and Catalog. Open the technical asset for which you want to assign a business name, and click the edit icon next to the name of the asset on the header of the page.
You can also manually assign a business name to a technical asset while associating glossary assets with the technical asset. See Curate glossaries for technical assets.
The following image shows the edit icon next to the name of the column on the header of the column asset page.
In the Business Name dialog box, select one of the following options from the drop-down list to assign a business name to the technical asset:
•Select from Associated and Recommended Glossaries. Select this option to use the name of a glossary asset that is already associated with the technical asset.
•Select from Glossary Assets. Select this option to use the name of a glossary asset from the list of all glossary assets.
•Type a Business Name. Select this option to add your own business name and description.
The following image shows the options for manually assigning a business to technical assets.
Curate data classifications for technical assets
If you are a data owner and you want to label or classify data into a variety of categories that are critical to your organization, you can curate data classifications in Data Governance and Catalog.
After you add the data classification rules to a catalog source and run the data classification job for the catalog source in Metadata Command Center, you can curate data classifications for the extracted technical assets in Data Governance and Catalog. When you curate data classifications, you either accept the inferred data classifications to associate them to technical assets, or decline the inferred data classification associations. You can also manually associate technical assets with one or more data classification rules that you have created. For information about creating data classifications, see the Administration help module in Metadata Command Center.
The following guidelines apply if you want to curate data classifications:
•The data classifications that you want to curate should be in the Published Lifecycle stage.
•The organization administrator must grant you the Read permission on data classification assets and the Update permission on technical assets through access policies in Metadata Command Center.
•You can associate data classifications that have been configured with or without inclusion rules in Metadata Command Center.
Accept or decline inferred data classifications
When you add data classification rules to a catalog source in Metadata Command Center, the system identifies the columns and tables that match the rules and displays one or more matched data classifications on the column or table asset pages in Data Governance and Catalog. If your role has the required privileges, you can see the inferred data classifications in the Accepted section of the Data Element Classifications or Data Entity Classifications panel.
The following image shows a column asset page with the inferred data element classifications that match the column data and metadata. All accepted data classification assets appear with an orange color border.
If the data classifications inferred for the columns or tables are not suitable, you can decline the accepted data classifications from the Accepted section. The declined classifications move to the Declined section of the Data Element Classifications or Data Entity Classifications panel. The declined classification automatically changes from orange to grey color border. In the above example, three inferred data element classifications were declined for the column.
Manually associate data classifications with technical assets
If you did not add data classification rules while configuring the catalog source in Metadata Command Center, you can manually add data classifications to technical assets in Data Governance and Catalog. To manually associate data classifications with technical assets, perform one of the following actions:
•On the Data Element Classifications or Data Entity Classifications panel, click the add icon, and select one or more data classifications to associate with the data element or the or the data set.
The associated data classifications appear in the Accepted section of the Data Element Classifications panel for a data element or in the Data Entity Classification panel for a data set.
The following image shows the add icon and the manually associated classifications in the Data Elements Classifications panel on the column page.
•Use the Curate button on the Contains tab to open the Curate Glossaries and Data Classifications dialog box. From this dialog box, you can manually associate data classifications with specific technical assets.
The following image shows the Curate button on the Contains tab of a data set page.
Bulk accept or decline inferred and manually associated data classifications
Optionally, you can bulk accept or decline all inferred and manually associated data classifications for the column or the table. Click the action menu and select one of the options to bulk accept declined classifications or decline all accepted data classifications.
The following image shows the options for bulk accepting or declining data classifications.
Creating data sets from technical assets
Create a data set from a technical asset, such as a table, to establish an automatic relationship between them. When you create a data set from a technical asset, you add business context and meaning to the technical asset. You can assign stakeholders to the data set, relate the data set to other assets, and view the data elements related to the data set.
1Open the technical asset for which you want to create a data set.
2On the Overview tab, click Create Data Set.
3On the New Data Set page, enter the following properties of the data set that you want to create:
Field
Description
Name
Name of the data set.
System
Select the name of the parent system asset to which the data set belongs.
Description
Description that adds meaning or context to the data set.
Reference ID
Unique identifier for the data set.
The data elements associated with the technical asset are displayed on the Data Elements section of the New Data Set page.
4Click Create to create the data set.
When you open the data set asset page, you see different tabs on the page. To understand what each tab on the data set asset page means, see the Asset Details help.
Creating system assets from technical assets
Create a system asset from a catalog source to establish an automatic relationship between them. When you create a system from a catalog source, you add business context and meaning to the data contained in the catalog source. You can assign stakeholders to the system, relate the system to other assets, and more.
1Open any catalog source asset for which you want to create a system.
2On the Overview tab, click Create System.
3On the New System page, enter the following properties of the system that you want to create.
Field
Description
Name
Name of the system.
Parent
Select another system asset to be the parent of the system asset that you are creating.
Description
Description that adds meaning or context to the system.
Reference ID
Unique identifier for the system.
System Type
Choose the type of the system that you want to create.
Purpose
Choose from a list of predefined values the purpose of the system that best describes its function.
Long Name
Name of the system that makes it identifiable in a business context.
The catalog source associated with the system appears in the Catalog Sources section of the New System page.
4Click Create to create the system.
When you open the system asset page, you see different tabs on the page. To understand what each tab on the system asset page means, see the Asset Details help.
Custom attributes for assets
Custom attributes are properties defined for technical or business assets to capture additional information. Custom attributes allow you to specify and store specific information relevant to your assets beyond the predefined attributes.
In Metadata Command Center, the organization administrator can create custom attributes for assets according to the governance requirements of your organization. The attributes that the organization administrator creates are displayed in Data Governance and Catalog when a user creates an asset. For more information on creating attributes, see the Administration help module in Metadata Command Center.
On a technical asset page, you can view the system and custom attributes on the Overview tab and Attributes tab. On a business asset page, you can view custom attributes on the Attributes section of the Overview tab.
Note: If the organization administrator creates a custom attribute for an asset in Metadata Command Center and defines a default value for it, the default value does not appear in Data Governance and Catalog if the asset existed before the attribute was created.
The following image shows the system and custom attributes on the Overview page of a technical asset:
To modify the custom attribute values, click Edit either on the Custom Attributes section of the Overview page or the Custom Attribute sub-tab of the Attributes page. You cannot edit the values of system attributes.
The following image shows the Attributes tab of a technical asset page:
