Creating & Managing Tags in Catalog Glossaries

Tags, also referred to as classification tags, are keywords applied to identify, organize, and further define objects to provide additional context and meaning. Tags can be applied to terms and data assets to associate related objects.

For more information on using classification tags, see Assigning Tags and Terms in the Data Catalog.

To add a tag

  1. On the Data Catalog menu, select Catalog > Glossary.

    The Glossary Tags list screen appears.

  2. Go to the Tags tab.
  3. Click the Add New button.

    The Create Classification Tag modal appears.

  4. Complete the fields.
    Note:

    Fields in bold are required to create a new tag.


    Create classification tag modal
    Field
    Description
    Name

    Enter a name for the tag.

    Description

    Enter a description of the tag.

    Type

    Select a type of tag:

    • Business Domain: Describes a particular domain of a business with specialized functions or knowledge.

    • Category: Groups data based on similar characteristics or features.

    • Classification: Defines the sensitivity of data.

    • Retention: Indicates data is relevant to the organization's retention policies and collection uses.

    • ROT: Indicates data that is irrelevant to the organization's retention policies as it is Redundant, Obsolete, or Trivial to the processing or collection needs.

    • Digital Certificate: Indicates data that is sensitive in nature to verify the identity of a device or user and enable encrypted connections.

To edit a tag

  1. On the Data Catalog menu, select Catalog > Glossary.

    The Glossary Tags list screen appears.

  2. Go to the Tags tab.
  3. Click the name of a classification tag you want to edit.

    The Details screen appears.

  4. Hover over a field you want to edit until the Edit icon Edit icon appears.
  5. Click the Edit icon. All editable fields will display.
  6. Make your changes.
  7. Click the Save button.

To delete a tag

Important:

The Tag Inheritance feature will impact the behavior of tag removals. The removal of a tag-term relationship will result in that tag being removed from any data asset that was associated with the term. For more information, see Inheriting Tags in Data Catalog.

  1. On the Data Catalog menu, select Catalog > Glossary.

    The Glossary Tags list screen appears.

  2. Go to the Tags tab.
  3. Hover over a row for a classification tag until the Context Menu icon Content Menu icon appears.
  4. Click the Context Menu icon.

    The Context menu appears.

  5. Select Delete. A confirmation modal appears.
  6. Click the Confirm button.

To export tags

  1. On the Data Catalog menu, select Catalog > Glossary.

    The Glossary Tags list screen appears.

  2. Go to the Tags tab.
  3. Click the Export button.
    An Export Classification Tags modal appears.
  4. Click the Close button on the modal.
  5. Click the task notification icon Notifications icon.

    The Notifications popover appears.

  6. Select the Download Tags_YYYY-MM-DD export from the list of tasks to download the file.
    Note:

    The export will download as a Microsoft Excel spreadsheet.

  7. View the export. The export will contain a list of names, descriptions, and types for all of your organization's classification tags.