Set up Unified Data Classification

Before you can start configuring and using Unified Data Classification data classes, you have to set up your environment.

Prerequisites

• You have created and installed an Edge site.
• You have register a data source via Edge
• You have synchronized one or more schemas
• 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. Ensure that the Unified Classification enabled setting is enabled.
   

   Show how

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

   Collibra Console Collibra Settings

   Important You can't edit the Services Configuration from the Settings page in the latest UI. If you use the latest UI, you can configure settings only in Collibra Console. For more information, go to DGC service configuration settings.

   Requirements and 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 toolbar, click , and then click Settings.
         The Collibra settings page opens.
      2. 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, verify that the Unified Classification enabled setting is enabled.
      

      Setting

      Description

      Unified Classification enabled

      Enables the new Unified Data Classification method on Edge. True (default): 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 is available via setting Unified Classification migration tool enabled. False: The feature is not enabled.

      Note You don't need to enable the Enable Data Classification setting in the Data Classification configuration section. This setting is no longer applicable because it relates to a deprecated Data Classification method.

   3. Click Save all.

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

   Note If you used the old Edge classification method before, it's possible that Collibra already created the capabilities for you with the upgrade to 2024.07. For more information, go to Migrating to Unified Data Classification.

   Show how

   1. Open an Edge site.
      1. On the main toolbar, 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 Platform. By default, this option is set to false. Note We highly recommend to only send Edge infrastructure log files to Collibra Data Intelligence Platform 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 > Read
   • Classification > Data Classes > List Values
   • View Permissions > View All

4. Give your data stewards the global permissions they need. For more information, go to Required permissions.

   Tip 

   The available classification permissions are:

   • Classification > Data Classes > Classify
     
   • Classification > Data Classes > Read
     
   • Classification > Data Classes > Add
     
   • Classification > Data Classes > Update
   • Classification > Data Classes > Remove

What's next?

Users with the correct permissions can now start configuring the data classes.

Tip If another classification method was used before, you can migrate the old data classes and classifications to Unified Data Classification. For more information, go to Migrating to Unified Data Classification.