Preface
Using Metadata Manager
- Using Metadata Manager Overview
  - Resource Types
- Metadata Manager Architecture
- Metadata Integration Process
- Working with Metadata Manager
- Metadata Manager Interface
  - Load Tab
  - Permissions Tab
Configuring Metadata Manager
- Configuring Metadata Manager Overview
- Step 1. Create and Configure the Metadata Manager Service
- Step 2. Install the Metadata Manager Agent
Application Resources
- SAP R/3 Resource Overview
- Configuring SAP R/3
- Creating an SAP R/3 Resource
  - SAP R/3 Configuration Properties
- Configuring the Component Inclusion List
- Reference
Business Glossary Resources
- Business Glossary Resources Overview
- Application Services Verification
- Creating a Business Glossary Resource
  - Business Glossary Connection Properties
- Business Glossary Objects Extracted
- Business Glossary Objects Not Extracted
Business Intelligence Resources
- Business Objects
- Cognos
- Microsoft Analysis and Reporting Services
- Microstrategy
- Oracle Business Intelligence Enterprise Edition
- Tableau
- Incremental Metadata Load
- Adding or Removing Metadata Files for a Resource
Custom Resources
- Configuring Custom Metadata Sources
- Creating a Custom Resource
- Configuring the Template Name
- Adding or Removing Metadata Files for a Resource
Data Integration Resources
- Informatica Platform Resources
- Microsoft SQL Server Integration Services Resources
- PowerCenter Resources
Data Modeling Resources
- Embarcadero ERStudio
- ERwin
- SAP PowerDesigner
- Adding or Removing Metadata Files for a Resource
- Reference for Data Modeling Resources
Database Management Resources
- Cloudera Navigator
- IBM DB2 for LUW
- IBM Db2 for z/OS
- IBM Informix
- JDBC
- Microsoft SQL Server
- Netezza
- Oracle
- Sybase ASE
- Teradata
- Configuring the Schema Inclusion List
- Data Lineage for Database Management Resources
  - Tables in Join Statements
  - SQL Inline Views
Universal Resources
- Universal Resources Overview
- Available Metadata Sources
- XConnect Creation
- Resource Creation
  - Step 1. Configure the Metadata Source
  - Step 2. Create the Resource
    - Metadata Extraction from a Source File
Managing Resources
- Managing Resources Overview
- Configure Connection Assignments
- Upload Rule Sets
  - Linking Rules Files
  - Uploading a Rule Set
- Purging Metadata
- Refreshing the Resources Panel
- Updating the Search Index
- Customizing the List of Words to Ignore in Searches
Loading and Monitoring Resources
- Loading and Monitoring Resources Overview
- Loading Resources
- Linking Objects Across Resources
- Monitoring Resources
- Logs and Log Files
- Troubleshooting Resource Loads
- Scheduling Resource Loads
Managing Permissions
- Managing Permissions Overview
- Configuring Permissions for Users and Groups
- Configuring Permissions on the Metadata Catalog
Resource Migration
- Resource Migration Overview
- Resource Migration Steps
- Step 1. Copy the Plug-in for a Universal XConnect
- Step 2. Migrate the Model
  - Exporting a Packaged or Universal Model
  - Importing a Packaged or Universal Model
- Step 3. Migrate the Resource Configuration
  - Exporting a Resource Configuration
  - Importing a Resource Configuration
- Step 4. Load the Resource
- Step 5. Migrate Resource Metadata
  - Exporting Resource Metadata
  - Importing Resource Metadata
Repository Migration
- Repository Migration Overview
- Migrating the Repository when Domain Names and Encryption Keys are the Same
- Migrating the Repository when Domain Names or Encryption Keys Differ
Appendix A: Metadata Manager Login
- Metadata Manager Login Overview
- Cookies
- Logging in to Metadata Manager
- Changing a Password
Appendix B: Metadata Manager Properties Files
- imm.properties
  - Metadata Manager Application Properties
  - Data Lineage Properties
- searchpriorities.xml
  - Search Result Configuration
  - Sample searchpriorities.xml File
Appendix C: Resource Configuration Files
- Resource Configuration Files Overview
- Resource Configuration File Format
- Passwords in Resource Configuration Files
- Secure JDBC Parameters in Resource Configuration Files
- Sample Resource Configuration File
Appendix D: Glossary
- Glossary of Terms

Metadata Manager Administrator Guide

10.5.5
- 10.5.6
- 10.5.3
- 10.5.2
- 10.5.1
- 10.5
- 10.4.1
- 10.4.0

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Step 2. Create the Resource

After you configure the metadata source, you can create the resource. Create a universal resource to extract metadata from the metadata source.

On the

Load

tab, click

Actions

New Resource

The

Resource Selection

window appears.

Select the resource type.

Click

The

Properties

page appears.

Enter the following information:

Property	Description
Name	Name for the resource. The resource appears in the Resources panel with this name. The name must be unique and have from one through 256 characters. It cannot include the following characters: / \ : * ' ? " < > \| [ ]
Description	Description for the resource. Description cannot exceed 4000 characters.
Hide in Summary Lineage	Hides the resource in the summary view of data lineage diagrams. Enable this option to hide the resource and its child objects in the summary view. Disable this option to display the resource and its child objects in the summary view. Default is disabled.

Click

The

Configuration

page appears.

Enter the configuration properties:

Property	Description
Agent URL	Host name and port number of the Metadata Manager Agent.
Source system version	Name and version of the resource. You cannot edit this field.
Always use latest source files	Uses the metadata source file in the location you provide each time you load the resource. If you enable this option, the path to the file must include an absolute path that is accessible from the Metadata Manager Agent machine. If you disable this option, Metadata Manager copies the metadata source file to the Metadata Manager application directory when you finish configuring the resource. Each time you load the resource, Metadata Manager uses the copied metadata source file in the Metadata Manager application directory. This property is displayed when the metadata source is a file.
Auto assign connections	Metadata Manager configures connection assignments to relational database resource types during the resource load. If you disable this option, configure connection assignments in the resource properties after you create the resource. This property is displayed for data integration, business intelligence, and data modeling resources.

The other configuration properties vary based on the metadata source type. To get information about a property, hover the pointer over the property to display the tooltip.

If the metadata source is a file, click

Select

to add the metadata source file.

If you configure Metadata Manager to use the latest source files, include the absolute path to the files that are accessible from the Metadata Manager Agent machine.

If you do not configure Metadata Manager to use the latest source files, upload all the files to the Metadata Manager machine.

Click

Test Connection

If the metadata source is a file, Metadata Manager validates the Metadata Manager Agent URL and the source file configuration. If you configured Metadata Manager to use the latest source file, Metadata Manager also validates that the source file exists in the specified path. If the source file is uploaded to Metadata Manager, Metadata Manager validates that the file is compatible with the resource type and version.

If the metadata source is a source system, Metadata Manager validates the Metadata Manager Agent URL and tests the connection to the source system.

If Metadata Manager cannot validate the Agent URL, validate the source file, or connect to the source system, an error message appears. Correct any error and test the connection again.

Click

The

Schedules

window appears.

To add a schedule, select

Attach a Schedule

and select a schedule in the

Schedule

list.

If you have not created a schedule, you can assign a schedule to a resource after you create the resource.

Click

Finish