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  1. Preface
  2. Part 1: Concepts and Models
  3. Part 2: Custom XConnect Created with a Load Template
  4. Appendix A: Resource Configuration File

Metadata Manager Custom Metadata Integration Guide

Metadata Manager Custom Metadata Integration Guide

Rule-Based Links Overview

Rule-Based Links Overview

To run data lineage across metadata sources, you must create links between matching objects in different sources. Use rule-based links to define the rules that Metadata Manager uses to link objects. You define rule-based links in a linking rules XML file.
Create rule-based links to define the rules that Metadata Manager uses to link matching objects in a pair of resources. For example, you might create a linking rule that links a business glossary term to an Oracle column when the business term "Technical Name" field matches the Oracle column name.
Use rule-based links 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
You can also use rule-based links to create links between packaged resources, between universal resources, or between packaged and universal resources when connection assignments do not create all of the required links.
To use rule-based links, you create linking rules as expressions that Metadata Manager uses to create link relationships between matching objects across different resources.
When you define a linking rule, you specify the following information:
  • Set of possible objects in a source resource
  • Set of possible objects in a target resource
  • Direction that indicates whether the link originates from the source object or from the target object
  • Expression that defines which source and target objects match
You can create multiple linking rules for the pair of resources that you want to link. You group linking rules that apply to the same pair of resources into a linking rule set. A linking rule set is a group of rules that links objects between two resources.
You define a linking rule set in a linking rules XML file. You create different types of linking rules files based on how you want to apply a linking rule set. You can apply a linking rule set to a pair of models or a pair of resources.

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