Enable the Unified Data Classification method

Important Unified Data Classification is in beta testing. Only activate this feature in your Test environments. Don't enable it in Production environments yet because it's not fully ready.

Before you can start configuring and using the Unified Data Classification method, you have to enable it in your environment.

Before you start

• You have created and installed an Edge site.
• You have created a JDBC connection for your data source.
• You have registered your data source.

Required permissions

• You have a global role that has the System administration global permission.
• You have a global role that has the Manage connections and capabilities global permission, for example, Edge integration engineer.

Steps

1. Enable the Unified Classification enabled setting.
   This setting makes the Unified Data Classification method, available for use.

   Important 

   If you enable this setting, all existing data classes and classifications become unavailable. If you deactivate the setting again, you revert back to your previous Data Classification setup and the previously defined data classes and classifications are available again.

   Show how

   Depending on your environment, follow this procedure either in the Services Configuration section of the Collibra settings or in Collibra Console:

   Collibra Console Collibra Settings

   Required permissions

   You have the ADMIN or SUPER role in Collibra Console.
   You have a global role that has the System administration global permission.
   The Services Configuration tab is available in the Collibra settings.

   Steps

   1. Open the Services Configuration page.

      1. On the main menu, click , and then click Settings.
         The Collibra settings page opens.
      2. In the tab pane, click Services Configuration.
      3. Click Edit configuration.

      Open the DGC service settings for editing:

      1. Open Collibra Console.
         Collibra Console opens with the Infrastructure page.
      2. In the tab pane, expand an environment to show its services.
      3. In the tab pane, click the Data Governance Center service of that environment.
      4. Click Configuration.
      5. Click Edit configuration.
   2. In the Beta features section, enter the required information:
      

      Setting

      Description

      Unified Classification enabled

      Enables the new Unified Data Classification method on Edge. True: The environment uses the new classification method, Unified Data Classification. This has an impact on the available data classes, the required capabilities, and the way you classify data. Note All existing data classes and classifications become unavailable. Tip  A migration process will be available in a future release. This process will transfer all old data classes and classifications to the Unified Data Classification method. Old transferred data classes will need to be updated to include classification rules to work with the new automatic data classification method. False: (default): The beta feature is not enabled. If you deactivate the setting, you revert back to your previous data classification setup and the previously defined data classes and classifications become available again.

   3. Click Save all.

2. For each data source that you want to classify, add the Catalog Data Classification capability to the Edge connection.

   Show how

   1. Open an Edge site.
      1. On the main menu, click , and then click Settings.
         The Collibra settings page opens.
      2. In the tab pane, click Edge.
         The Sites tab opens and shows a table with an overview of the Edge sites.
      3. In the table, click the name of the Edge site whose status is Healthy.
         The Edge site page opens.
   2. In the Capabilities section, click Add capability.
      The Add capability page is shown.
   3. Enter the required information.

      Field	Description	Required
      Capability	This section contains general information about the capability.
      Name	The name of the Edge capability.	Yes
      Description	The description of the Edge capability.	No
      Capability template	The capability template. The value that you select in this field determines which sections appear on the page. Select the following Edge capability: Catalog Data Classification	Yes
      Connection	This section contains information to connect to the data source.
      JDBC connection	The connection to the data source.	Yes
      General	This section contains general information about logging.
      Debug	An option to automatically send Edge infrastructure log files to Collibra Data Intelligence Cloud. By default, this option is set to false. Note We highly recommend to only send Edge infrastructure log files to Collibra Data Intelligence Cloud when you have issues with Edge. If you set it to true, it will automatically revert to false after 24h.	No
      Log level	An option to determine the verbosity level of Catalog connector log files. By default, this option is set to No logging.	No

   4. Click Create.
      The capability is added to the Edge site.
      The fields become read-only.

3. Give the Edge Site user the following global permissions:

   • Classification > Data Classes > List Values.
   • View Permissions > View All.

4. Give your data stewards the global permissions they need. The available permissions are:

   • Classification > Data Classes > Add
   • Classification > Data Classes > Update
   • Classification > Data Classes > Remove
   • Classification > Data Classes > Read.
     The read global permission is not enforced yet, meaning you can assign it but it's not yet taken into account.
   • Classification > Data Classes > Classify.
     The Classification / Data Classes / Classify global permission is not enforced yet, meaning you can assign it but it's not yet taken into account.

5. To view the Classify button in an asset page, you need the Catalog global permission and the following resource permissions:

   • Column asset (Asset > Attribute):
     • Add
     • Remove
     • Update
   • Table asset (Asset > Attribute):
     • Add
     • Remove
     • Update

What's next?

Users with the correct permissions can now start configuring the data classes and using the Unified Data Classification method.