To ensure successful metadata ingestion and lineage generation, complete the following preflight checks.
In your Informatica Intelligent Cloud Services environment
- Your user role must have privileges to export assets.
- You must have read permission on all assets that you want to export.
In your CPSH environment
Lineage enablement
- Technical lineage via Edge is enabled in your Collibra environment.
Edge
-
You created and installed an Edge site.Important If you're using a Collibra Cloud site, go the Collibra Cloud site documentation to check if your data source is supported.
- The Edge site status must be Healthy.
- You've registered the data source via Edge.
Network and proxy configuration
- Edge can connect to all Collibra Data Lineage service instances in your geographic location.
- Optionally, you've connected to a proxy server.
CPSH permissions
You can connect to Collibra Data Lineage by using the basic or OAuth authentication method. The following permissions are required only if you use the basic authentication method.
- A global role with the following global permissions:
- Data Stewardship Manager
- Manage all resources
- System administration
- Technical lineage
- A resource role with the following resource permissions on the community level in which you created the domain:
- Asset > Add
- Attribute > Add
- Domain > Add
- Attachment > Add
To create an Informatica Intelligent Cloud Services connection:
- You have a global role with the Product Rights > System administration global permission.
- You have a global role that has the Manage Edge sites global permission.
- You have a global role that has the Manage connections and capabilities global permission.
To connect to Collibra Data Lineage service instances via OAuth authentication:
- You have a global role with the Product Rights > System administration global permission.
- You have a global role that has the Manage Edge sites global permission.
- You have a global role that has the Manage connections and capabilities global permission.
To add an Edge capability:
- You have a global role with the Product Rights > System administration global permission.
- You have a global role that has the Manage connections and capabilities global permission, for example, Edge integration engineer.
To synchronize technical lineage:
- A global role that has the following global permission:
- Catalog, for example Catalog Author
- View Edge connections and capabilities
- A resource role with Configure external system resource permission, for example Owner.
- Data source-specific permissions.