Create and Manage Tags

Create tags

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.

Deleting tags from the governance page will not remove them from data sources

Deleting a tag from the governance page only means it cannot be used on data sources in the future. To remove a tag from a data source, delete it from the data source directly. This design prevents mass exposure of data from just the deletion of a tag.

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.).

1. Click the Governance icon in the navigation menu and select the Tags tab.

2. Click 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 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 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.