Managing Tags

Audience: Data Governors

Content Summary: Tags serve several functions: they can drive Local or Global Subscription and Data Policies, they can be used to generate Immuta Reports, and they can drive search results in the Immuta UI. Governors can create tags or import tags from external catalogs in the Governance UI. Data Owners and Governors can then apply these tags to or remove them from projects, data sources, and/or specific columns within the data sources.

This document outlines step-by-step instructions for creating and viewing tags on the Governance page.

Creating Tags

1. Click the Governance icon in the left sidebar, and then click the Tags tab.
2. Click Add Tags in the top right corner.

3. Complete the Enter tag fields.

   

4. Click Save.

Note: Tags can also be extracted from external catalogs, such as Alation. For more information on this functionality, please contact your Immuta Support Professional.

Viewing Tags

1. Click the Governance icon in the left sidebar, and then click the Tags tab.
2. A list of all top-level tags will be displayed. Click Expand to view nested tags.
3. Click the icons in the Actions column to the right of the tags to edit tags, generate tag reports, or delete tags.

External Catalogs

You can pull external tags that you had previously defined in the external catalog (e.g. Collibra, Alation, etc.):

1. Click the Governance icon in the left sidebar 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: