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

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Upload Rule Sets

Linking rules are expressions that Metadata Manager uses to link matching objects across different resources. To run data lineage across metadata sources, you can define linking rule sets in linking rules files. Then, upload the files to the source or target resource configured in the file to create the rule sets in the Metadata Manager repository.

When you upload a rule set to a resource, Metadata Manager associates the rule set with the source and target resources identified in the file. If either the source or target resource does not exist, Metadata Manager still creates the rule set, but it is not valid. When you create the source or target resource, Metadata Manager associates the saved rule set with the resource and validates the rule set.

When you create or update a rule set, Metadata Manager does not create the links between the resources. To use the rules to link metadata objects between resources, you must load the resources or create the links in the

Resource Link Administration

window.

Use linking rules to create links between the following resource types:

Custom resource to another custom resource

Custom resource to a packaged resource

Custom resource to a universal resource

Custom resource to a business glossary resource

Business glossary resource to a packaged resource

Business glossary resource to a universal resource

To link matching objects between different packaged or universal resources, configure connection assignments in the

Load

tab. If connection assignments do not create all of the required links, you can also use linking rules to create links between the resources.