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Create and Manage Tags

Audience: Data Governors

Content Summary: This document outlines step-by-step instructions for creating tags and viewing tags on the Governance page.

Additional Tutorials Contents:

  • View Tags
  • Import Tags from External Catalogs

Use Case

Compliance Requirement: Users can only interact with Dev data.

The Governor needs to create tags for the different environments (Dev, Test, and Prod) to identify data and guide Global Policies. Once the tags have been created, they can be used to build policies and applied to data sources and projects.

Create 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 name fields for tags as represented below.

  4. Additional nested tags are optional. These nested tags follow a tree structure. There are "parent", "sibling", and "child" tags. Click the delete icon to remove a nested tag*

    Tags Create 1

  5. Click Save.

Note: Although you should be using Sensitive Data Discovery, it is sometimes necessary to create your own tags or import tags from an external catalog.

Results

The Tags tab should now contain the new environment tag set, imported tags from external catalogs, and Discovered tags (when Sensitive Data Discovery has been enabled).

Environment Tags

Additional Tutorials

View 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.

Tag Shortcuts

Keyboard Shortcuts have been implemented into the tagbuilder UI.

  1. Add Sibling Tag: "Enter"
  2. Add Child Tag: "Shift"+"Enter"

  3. Previous/Next Tag: "▼"/"▲"

    Keyboard Shourtcuts

Import Tags from External Catalogs

You can pull external tags that you had previously defined in the external catalog (e.g., Collibra, Snowflake, etc.). Note that you will only be able to pull tags for queryable data sources:

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

  2. Click Refresh External Tags.

    Refresh External Tags

Link an External Catalog to a Data Source

External tags will be automatically detected when you create a new data source that originates in an external catalog, or they can be linked directly in the data source here:

Data Source with External Tags

Custom REST Catalog Information

When using custom REST catalogs the GET/dataSource/page/{id} endpoint returns a human-readable information page from the REST catalog for the data source associated with {id}. Immuta provides this as mechanism for allowing the REST catalog to provide additional information about the data source that may not be directly ingested by or visible within Immuta. This link is accessed in the Immuta UI when a user clicks the catalog logo associated with the data source:

REST Catalog Column Link

What's Next

Now that you've created tags, continue to the next page or to this tutorial: Sensitive Data Discovery.