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.
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.
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.
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 a tag name 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.
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.
For information about data sources and tags, see the following guides:
In addition to adding and managing data source tags as outlined above, data owners can manage data source
Tags have several uses, mainly to drive policies, but they can be used for the following purposes:
Use tags for global subscription or data policies that will apply to all data sources in the organization. In doing this, company-wide data security restrictions can be controlled by the administrators and governors, while the users and data owners need only to worry about tagging the data correctly.
Generate Immuta reports from tags for anything from insider threat surveillance to data access monitoring.
Drive search results with tags in the Immuta UI.
Every user within Immuta can see tags, but they will all interact with them differently as their roles require. Governors create, manage, and delete tags or import tags from . Data owners, data source experts, and governors apply these tags to or remove them from , , and . Data users on data sources they have access to.
Managing tags best practice: Use the minimum number of tags possible to achieve the data privacy needed.
When navigating tags in the Immuta UI, there are several helpful features:
Side sheets: Clicking on a tag in the data dictionary, on the data overview page, or on a project page will open the tag side sheet with valuable information about the tag. This information depends on the kind of tag it is and where it is applied. The side sheet can include a link to the tag details page, a description of the tag, the context of the tag (i.e., where the tag was created and added from), the columns the tag is applied to, and actions that can be done to the tag (e.g., disabling or deleting the tag from its object).
Tooltips: When you hover over a tag, a tooltip will appear. It contains information about the tag, including where it was created (e.g., Immuta or an external catalog), whether the tag was applied by sensitive data discovery, and the full name of the tag.
Simplified names: When fully articulated, tags are presented as Parent . Child . Grandchild with " . " between each level. However, tags will usually appear as the lowest name level (i.e. Discovered . Entity . Person Name will appear as Person Name) and the full name can be seen in the tooltip.
Use sensitive data discovery
Sensitive data discovery can improve your ability to secure your data by automatically tagging sensitive entities, enabling the scalable implementation of global policies. Use this feature in tandem with verification of tags on all data sources.
helps to ensure sensitive data is properly managed and governed, providing fast identification for entities in columns such as credit card numbers, names, locations, social security numbers, bitcoin wallets, US phone numbers, financial data, and more.
Immuta uses tags primarily to enforce policies, but tags can also be used for generating Immuta reports and search results in the Immuta UI.
Create tags: Create tags in Immuta or import tags from an external catalog.
Add tags to data sources and projects: Add and manage tags on Immuta data sources and projects.
Tags: This reference guide describes how Immuta uses tags.