Prepare the Data Catalog physical data layer for Tableau stitching

Before you can stitch data objects to the assets in Collibra Data Intelligence Cloud, if you register a data source by using a Jobserver, you must prepare the Data Catalog physical data layer to create assets and the database > schema > table > column or system > database > schema > table > column hierarchy.

If you register a data source by using Edge, Collibra Data Intelligence Cloud creates the database > schema > table > column hierarchy. If you set the useCollibraSystemName property as false in the lineage harvester configuration file, there is no need to complete this task. If you set the useCollibraSystemName property as true, create a system asset.

For more information, see Automatic stitching and Prepare the lineage harvester configuration file for Tableau.

Important In the global assignment of each asset type included in the Tableau operating model, ensure that none of the characteristics that are in the operating model have a maximum cardinality of “0”. If the maximum cardinality is set to “0” for any such characteristics, ingestion will fail.

Prerequisites

• You have a global role with the Catalog global permission, for example Catalog Author.
• You have a role with the following resource permissions on the Schema community:
  • Asset: add
  • Attribute: add
  • Domain: add
  • Attachment: add

Steps

1. Register a database as data source.
   After registration, the assets of the following asset types are created in Data Catalog:
   • Schema
   • Table
   • Column
2. Create a Database asset.
Tip We strongly recommend to use the name as your original data source, so that the name of the Database asset matches Tableau's naming convention.
1. Open the product for which you want to create an asset (for example, Business Glossary).
2. On the main toolbar, click .
3. On the Assets tab, click Database.
   The Create Asset dialog box appears.
4. Enter the required information.

   Field	Description
   Type	The asset type of the asset that you are creating.
   Domain	The domain to which the asset will belong. Tip Ensure that the domain type of the selected domain is assigned to the selected asset type.
   Name	A name to identify the asset. Tip  You can simultaneously create multiple assets. To do so, after typing the name, press Enter, and then type the next name. Depending on the settings, asset names may need to be unique in their domain. If you enter a name that already exists, it appears in the strike-through style.

5. Click Create.
   A message stating that one or more assets are created appears in the upper-right corner of the page.
3. Create a relation between the Database asset and the Schema asset using the Technology Asset has / belongs to Schema relation type.
   1. In the tab pane, click Add Characteristic.
      The Add a characteristic dialog box appears.
   2. Click Relations.
   3. Search for and click has schema.
      The Add has schema dialog box appears.
   4. Enter the required information.
      

      Option	Description
      Assets	The name of the schema.
      Filter suggested assets by organization	Option to filter the suggestions based on selected communities and domains. If this option is selected, the organization tree appears. You can then filter and select domains and communities.
      Start date	Optionally enter the date on which the relation between the assets becomes applicable. Leave this field empty to create a permanent relation.
      End date	Optionally enter the date on which the relation between the assets is no longer applicable. Leave this field empty to create a permanent relation.

   5. Click Save.
4. Check that the following relations are created for all Column assets that you want to stitch to Tableau assets:
   • Schema contains / is part of Table
   • Column is part of / contains Table

What's next?

Set up the lineage harvester for Tableau ingestion.