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Create and Manage Tags

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 be applied to data sources and projects.

Create tags

Tag shortcuts

You can use keyboard shortcuts when creating tags.

  1. Add sibling tag: "Enter"
  2. Add childtag: "Shift"+"Enter"
  3. Previous/next tag: "▼"/"▲"
  1. Click the Governance icon in the navigation menu and select the Tags tab.
  2. Click Add Tags in the top right corner.
  3. Complete the Enter tag name field.
  4. 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.
  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.


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).

View data source tags

  1. Click the Data icon in the navigation menu and select the Data Sources tab.
  2. Select a data source.
  3. Navigate to the Data Dictionary tab.
  4. Hover over tags for metadata or click on a tag to open the side sheet with information about the tag.

View all tags

  1. Click the Governance icon in the navigation menu and select the Tags tab.
  2. A list of all top-level tags will be displayed. Click the expand arrow to view nested tags.
  3. Click the tag itself or the icon in the Actions column to edit tags, generate tag reports, or delete tags.

Import tags from an external catalog

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 navigation menu and select the Tags tab.
  2. 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.

Custom REST catalog

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 on the data source overview page.