Configure the profiling and classification options via Edge

Through the profiling and classification options, you can determine:

• whether you want to start the profiling and classification process automatically after each synchronization.
• the default profiling behavior for the schemas, such as whether the profiling is based on all data or on a random subset of the data.
• whether specific schemas do not use the default behavior but instead have their own behavior .
• which schemas you want to profile and classify.

Before you begin

• You have created a support ticket to request access to Edge and have created and installed an Edge site.
  Your Edge site has a global role with the following global permissions: Data Catalog and Register Profiling Information.
  
• Your Edge site has a JDBC profiling capability.
• You have enabled data source registration via Edge.
• You have enabled classification via Edge.
• You have enabled profiling via Edge.
• You have registered a data source via Edge.
• You have synchronized one or more schemas of the registered database.

Steps

1. Open a Database asset page.
2. In the tab pane, click Configuration.
3. Click the Profiling and classification tab.
   The Profiling and classification options open.

   Tip Only the synchronized schemas are available in the list.

4. In the Default profiling and classification rule section, click Edit.
5. Enter the required information.

   Option	Description
   Automatically run when a metadata extraction is synchronized	Enable to automatically create a data profile and classify columns every time the synchronization process of one or more schemas finishes. This may take a long time. You can also add a schedule to profile and classify at regular intervals.
   Do not profile unless specified in the schema-specific rules	Select if you don't want to define a default profiling behavior for the schemas. Important Use this option if you only want to profile and classify some of the schemas. If you select this option, Collibra only profiles and classifies the schemas for which a specific profiling and classification rule has been defined.
   Full scan	Select to, by default, profile the schemas based on all data.
   Partial scan	Select to, by default, profile schemas based on a subset of the data. If you select this option, the Maximum number of rows field becomes available. You can enter the maximum number of rows that you want to use for profiling. By default, the maximum number of rows is 20 000. Note  The value must be between 100 and 1 000 000. Your data source creates the set of data to profile from that amount of rows. If you typed a value that is bigger than the amount of rows in the data source, the entire data source is used to profile the data. Warning Partial scan is only available for some data sources. To verify if your data source allows partial scan, see Collibra-provided JDBC drivers.

   For data sources that support partial scan, the Partial scan option is selected by default. For data sources that don't support partial scan, the Do not profile unless specified in the schema-specific rules option is selected by default.

6. Click Save.
7. If you want to define a specific profiling and classification rule for a schema:
   1. In the Schema profiling and classification rules section, select the schema.
      The schema-specific information opens.
   2. Do one of the following:
      • To create a new table rule, click Add table rule.
      • To edit an existing table rule, click Edit .
   3. Enter the required information.

      Option	Description
      Do not profile	Select to indicate you do not want to profile and classify this schema. This option is useful if you want to exclude a schema from the profiling and classification process.
      Full scan	Select to profile the schema based on all data.
      Partial scan	Select to profile the schema based on a subset of the data. If you select this option, the Number of rows scanned (max) field becomes available. You can enter the maximum number of rows that you want to use for profiling and classification. By default, the maximum number of rows is 20 000. Note  The value must be between 100 and 1 000 000. Your data source creates the set of data to profile from that amount of rows. If you typed a value that is bigger than the amount of rows in the data source, the entire data source is used to profile the data. Warning Partial scan is only available for some data sources. To verify if your data source allows partial scan, see Collibra-provided JDBC drivers.

      For data sources that support partial scan, the Partial scan option is selected by default. For data sources that don't support partial scan, the Do not profile option is selected by default.

   4. Click Save.

What's next?

You can now profile and classify the data manually, automatically or add a schedule.