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66 lines
3.1 KiB
Markdown
66 lines
3.1 KiB
Markdown
# Glossary Term Propagation Automation
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<FeatureAvailability saasOnly />
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:::info
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This feature is currently in open beta in DataHub Cloud. Reach out to your DataHub Cloud representative to get access.
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:::
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## Introduction
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Glossary Term Propagation is an automation feature that propagates classification labels (Glossary Terms) across column and assets based on downstream lineage and sibling relationships.
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This automation simplifies metadata management by ensuring consistent term classification and reducing manual effort in categorizing data assets, aiding Data Governance & Compliance, and enhancing Data Discovery.
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## Capabilities
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- **Column-Level Glossary Term Propagation**: Automatically propagate Glossary Terms to all downstream lineage columns and sibling columns.
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- **Asset-Level Glossary Term Propagation**: Automatically propagate Glossary Terms to all downstream lineage assets & sibling assets.
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- **Select Terms & Term Groups**: Select specific Glossary Terms & Term Groups to propagate, e.g. to propagate only sensitive or important labels.
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Note that Asset-level propagation is currently only support for **Datasets** (Tables, Views, Topics, etc), and not for other asset types including
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Charts, Dashboards, Data Pipelines, Data Tasks.
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## Enabling Glossary Term Propagation
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1. **Navigate to Automations**: Go to 'Govern' > 'Automations' in the navigation bar.
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<p align="center">
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<img width="20%" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/automations-nav-link.png"/>
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</p>
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2. **Create An Automation**: Select 'Glossary Term Propagation' from the automation types.
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<p align="center">
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<img width="30%" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/glossary-term-propagation/automation-type.png"/>
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</p>
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3. **Configure Automation**: Complete the required fields and select 'Save and Run' to activate the automation.
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<p align="center">
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<img width="60%" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/glossary-term-propagation/automation-form.png"/>
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</p>
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## Propagating for Existing Assets
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In DataHub Cloud, you can back-fill historical data to ensure existing Glossary Terms are consistently propagated across downstream relationships. To begin, access the Automation created in Step 3, click the 3-dot "more" menu, and choose "Initialize." This will kick off the backfill process.
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<p align="left">
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<img width="15%" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/automation-more-menu.png"/>
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</p>
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and then click "Initialize".
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<p align="left">
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<img width="15%" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/automation-initialize.png"/>
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</p>
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## Viewing Propagated Glossary Terms
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Once enabled, propagated Glossary Terms will display a thunderbolt icon, indicating the origin of the term and any intermediate lineage hops used in propagation.
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<p align="center">
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<img width="50%" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/glossary-term-propagation/view-propagated-terms.png"/>
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</p>
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