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Tags Tutorial

Audience: Data Governors

Content Summary: This page outlines how to create and manage tags in the Immuta console. Additionally, this page details how to import tags from external catalogs.

Creating Tags

  1. Click the Governance icon in the left sidebar, and then click the Tags tab.
  2. Click Add Tags in the top right corner.
  3. Complete the Enter tag fields.

    Tags Create 1

  4. Click Save.

Note: Tags can also be extracted from external catalogs, such as Apache Atlas. For more information on this functionality, please contact your Immuta Support Professional.

Viewing and Managing Tags

  1. Click the Governance icon in the left sidebar, and then click the Tags tab.
  2. A list of all top-level tags will be displayed. Click Expand to view nested tags.
  3. Click the icons in the Actions column to the right of the tags to edit tags, generate tag reports, or delete tags.

External Catalogs

You can pull external tags that you had previously defined in the external catalog (e.g. Collibra, Apache Atlas, etc.):

  1. Click the Governance icon in the left sidebar and select the Tags tab.
  2. Click Refresh External Tags.

    Refresh External Tags

    External tags will be automatically detected when you create a new data source that originates in an external catalog:

    Data Source with External Tags

Adding Tags to Data Sources

  1. Click the Data Sources icon in the left sidebar and select a data source.
  2. Click the Add Tags button at the bottom of the Overview tab.
  3. Begin typing in the Search by Name field and select the tag from the dropdown list.
  4. Click Add. A list of the applied tags will populate at the bottom of the Overview tab.

    Data Source Add Tag

Removing Tags from Data Sources

  1. Click the Data Sources icon in the left sidebar and select a data source.
  2. Scroll to the Tags section at the bottom of the Overview tab, and click the X on the tag you want to remove.
  3. Click Confirm to remove the tag from the data source.

Data Dictionary Tags

The Data Dictionary lists the columns within the data source and the value type of the data within each column. From this page, Governors can add tags to or remove them from specific columns in a data source.

Data Dictionary

Adding Tags to the Data Dictionary

  1. Navigate to a data source and click the Data Dictionary tab.
  2. Scroll to the column you want to add a tag to and click the Add Tag icon in the Actions column.
  3. Begin typing in the Search by Name field and select the tag from the dropdown list.
  4. Click Add. The applied tag(s) will appear below column names in the Data Dictionary.

Removing Tags from the Data Dictionary

  1. Navigate to a data source and click the Data Dictionary tab.
  2. Scroll to the column you want to remove the tag from and click the X on the tag.
  3. Click Confirm.

Removing Discovered Tags from the Data Dictionary

If a Governor or Data Owner removes a Discovered tag from the Data Dictionary, the column(s) will not be re-tagged if the data source's fingerprint is recalculated. When a Discovered tag is removed, the tag will not completely disappear, but will appear as disabled, so it can be manually re-added by clicking the plus icon on the tag.

Disabled Tag