Manage Identifiers

Requirements:

Create an identifier

  1. Click the Discover icon in the navigation menu and select the Identifiers tab.

  2. Click Create New.

  3. Enter a Name and Description for the new identifier.

  4. Enter criteria: Select the Type of criteria.

    1. For regex, enter a regex to be matched against column values. The default criteria encoding is case-sensitive. You can change this encoding using the regex criteria. The regex must use RE2.

    2. For column name regex, enter a regex to be matched against column names. The default criteria encoding is case-insensitive. You can change this encoding using the regex criteria. The regex must use RE2 syntax.

    3. For a dictionary, enter the values in a comma-separated list to match against column values. Opt to toggle the Case insensitive switch to on if you want the dictionary to be case sensitive.

  5. Select the tags to apply: Use the text box to search for a tag under the "Discovered" hierarchy or type a tag name to create a new tag under the "Discovered" hierarchy to apply to columns that match your identifier.

  6. Click Next to review your new identifier and click Create Identifier to create it.

  7. See the Manage identification frameworks page to add your new identifier to a framework.

Note that all user-created identifiers must be a 90% match or greater for the contents of the column to be tagged.

Edit an identifier

Editing the details or criteria of an identifier from the identifiers menu will affect any framework with that identifier throughout Immuta. Editing the tags will only affect new frameworks the identifier is added to.

To edit an identifier,

  1. Click the Discover icon in the navigation menu and select the Identifiers tab.

  2. Click the name of the identifier you want to edit.

  3. Click Edit.

  4. Edit the field you want to change.

  5. Click Save.

Built-in identifiers cannot be edited.

Delete an identifier

Deleting an identifier will remove it from all the frameworks it is in throughout Immuta.

To delete an identifier,

  1. Click the Discover icon in the navigation menu and select the Identifiers tab.

  2. Click the more actions icon in the Action column for the identifier you want to delete.

  3. Select Delete and click Delete again in the modal.

Built-in identifiers cannot be deleted.

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