Prepare the Data Catalog physical data layer for technical lineage via Edge

When you register a data source by using Edge, Collibra Data Intelligence Cloud creates the database > schema > table > column hierarchy. When you synchronize the technical lineage, Collibra Data Lineage stitches the collected data objects to the assets in Collibra Data Intelligence Cloud.

If you set the value of the Collibra system name flag setting to True, complete this task to create the System asset and the system > database > schema > table > column hierarchy for successful stitching. If you set the value of the Collibra system name flag setting to False, no action is required.

For more information, go to Automatic stitching for technical lineage.

Before you begin

• Register a data source via Edge.
• Enable and configure technical lineage via Edge.

Prerequisites

• A global role with the Catalog global permission, for example Catalog Author.
• A resource role with the following resource permissions on the Schema community if you use a Jobserver and on the Database community if you use Edge.
  • Asset > add
  • Attribute > add
  • Domain > add
  • Attachment > add

Steps

1. Create a System asset:
   1. Open the product for which you want to create an asset (for example, Business Glossary).
   2. On the main toolbar, click .
      The Create dialog box appears.
   3. On the Assets tab, click System.
      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.
2. Create a relation between the System asset and the Database asset using the "Technology Asset groups / is grouped by Technology Asset" 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 groups Technology asset.
      The Add groups Technology asset dialog box appears.
   4. Enter the required information.
      

      Option	Description
      Assets	The name of the database.
      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.

What's next?

If you want to create technical lineage for data sources that use the shared storage connection, create a shared storage connection and prepare the external directory folder if needed.

If you want to create technical lineage for data sources that use the JDBC connection, add a technical lineage capability on the Edge site.