Tag shortcuts
You can use keyboard shortcuts when creating tags.
Add sibling tag: "Enter"
Add child tag: "Shift"+"Enter"
Previous/next tag: "▼"/"▲"
Click the Governance icon in the navigation menu and select the Tags tab.
Click Add Tags in the top right corner.
Complete the Enter tag name field.
Additional nested tags are optional. These nested tags follow a tree structure. There are parent, sibling, and child tags. Click Remove Tag to remove a nested tag.
Click Save.
Click the Data icon in the navigation menu and select the Data Sources tab.
Select a data source.
Navigate to the Data Dictionary tab.
Hover over tags for metadata or click on a tag to open the side sheet with information about the tag.
Click the Governance icon in the navigation menu and select the Tags tab.
A list of all top-level tags will be displayed. Click the expand arrow to view nested tags.
Click the tag itself or the icon in the Actions column to edit tags, generate tag reports, or delete tags.
You can pull external tags that you had previously defined in the external catalog (e.g., Collibra, Snowflake, etc.).
Click the Governance icon in the navigation menu and select the Tags tab.
Click Refresh External Tags.
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 from the data source overview page.
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 a 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 on the data source overview page.
Use case
Compliance Requirement: Users can only interact with Dev data, and all personal information should be redacted for everyone, except for queries run in Test and Prod.
For this requirement, data owners need to tag data sources with the corresponding environment tag and verify the accuracy of Discovered tags to ensure that the global policies written by data governors are enforced on the appropriate data sources.
Click the Data icon in the navigation menu and select the Data Sources tab.
Select a data source.
Click the Add Tags button at the bottom of the Overview tab.
Begin typing Environment.dev in the Search by Name field and select the tag from the dropdown list.
Click Add. A list of the applied tags will populate at the bottom of the Overview tab.
Repeat as necessary for other data sources and tags.
If sensitive data discovery is enabled by an application admin on the Immuta app settings page, Immuta will automatically discover sensitive data and tag those columns with Discovered tags when the data source is created. For more information about this feature, see the Sensitive data discovery page.
Best practice: Verify discovered tags
If sensitive data discovery has been enabled, then manually adding tags to columns in the data dictionary will be unnecessary in most cases. The data owner will just need to verify that the Discovered tags are correct.
If a governor, data owner, or data source expert disables a Discovered tag from the data dictionary, the column will not be re-tagged when the data source's fingerprint is recalculated or SDD is re-run. When a Discovered tag is disabled, the tag will not completely disappear, so it can be manually enabled from the tag side sheet.
To disable a discovered tag,
Navigate to a data source and click the Data Dictionary tab.
Scroll to the column you want to remove the tag from and click the tag you want to remove.
Click Disable in the side sheet and then click Confirm.
Click the Data icon in the navigation menu and select the Data Sources tab.
Select a data source.
Scroll to the Tags section at the bottom of the Overview tab, and click on the tag you want to remove.
Click Delete in the side sheet and then click Confirm.
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.
Navigate to a data source and click the Data Dictionary tab.
Scroll to the column you want to add a tag to and click Add Tags.
Begin typing in the Search by Name field and select the tag from the dropdown list.
Click Add. The applied tag will appear below the column name in the data dictionary.
Navigate to a data source and click the Data Dictionary tab.
Scroll to the column you want to remove the tag from and click on the tag you want to delete.
Click Delete in the side sheet and then click Confirm.
Click the Data icon and select Projects in the left sidebar.
Select a project.
Click the Add Tags button at the bottom of the Project Overview tab.
Begin typing in the Search by Name field that appears, and then select the tag from the dropdown list.
Click Add. A list of the applied tags will populate at the bottom of the project overview.
Click the Data icon and select Projects in the left sidebar.
Select a project.
Scroll to the Tags section at the bottom of the Overview tab, and then click the tag you want to delete.
Click Delete in the side sheet and then click Confirm.