Set up Unified Data Classification

Important 

Choose an option below to explore the documentation for the latest user interface (UI) or the classic UI.

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

Prerequisites

Steps

  1. Ensure that the Unified Classification enabled setting is enabled and that the Classification job execution timeout setting is defined as desired.

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

    Note 
    1. 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.
    2. If you are classifying data from Databricks Unity Catalog or Dataplex Catalog integration, the Catalog Data Classification capability is created automatically during synchronization. Therefore, you do not need to create one manually.
  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.