Create the model.

Create the model that represents the custom metadata on the

Model

tab in Metadata Manager.

Add classes, properties, and relationships.

Add custom classes, properties, and relationships to the model on the

Model

tab.

Create the load template.

Generate a default load template. When you generate a default load template, you also create empty metadata source files. After you populate the metadata source files with the source metadata that you want to load, update the default load template based on the metadata source files.

Upload the load template.

Upload the load template on the

Model

tab in Metadata Manager.

Create the resource for the custom metadata.

Create the resource on the

Load

tab. When you create the resource, you specify the metadata source files, configure the rules for mapping metadata to model components, and upload enumerated links information.

Configure linking rules.

Configure linking rules to run data lineage across metadata sources. Define linking rules in a rule set XML file, and then create a rule set in the Metadata Manager repository from the XML file.

Load the resource.

Load the metadata for the custom resource.

Create links between resources.

Create links between objects in the custom resource and objects in other resources using the linking rules.

Edit the resource.

Edit the resource, if required, to add other metadata source files, enumerated links, or linking rules.