Abstract
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Business Glossary Best Practices
- Migrating Business Glossaries from Metadata Manager to the Analyst Tool
  - Before Upgrading the Domain
    - Export and Delete Business Glossaries
  - After Upgrading the Domain
Chapter - Setting up Users
- User and Role Management
Migrating Business Glossaries from Metadata Manager to the Analyst Tool
- Using Business Glossary
  - Creating and Managing Glossary Assets

Business Glossary Best Practices

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Export and Delete Business Glossaries

Effective in version 9.6.0, business glossary functionality was moved from Metadata Manager to the Analyst tool. Before you upgrade the domain, you must export and delete business glossaries from Metadata Manager. You use the Metadata Manager glossary export files to create corresponding business glossaries in the Analyst tool after upgrade.

Before you export business glossaries from Metadata Manager, check the business glossary model for unused custom attributes. Similarly, check the glossaries for unused business terms and categories. Remove these objects before you start the business glossary migration process so that unused objects are not migrated to the Analyst tool glossaries.

To export and delete business glossaries from Metadata Manager, perform the following tasks:

Back up linking rule and enumerated link files.

If the business glossaries that you want to upgrade use linking rule files and enumerated link files to establish data lineage, back up the linking rule files and enumerated link files. After you create the business glossaries again in the Analyst tool, use these files to create lineage links for the corresponding business glossary resources in Metadata Manager.

This step is required when a Metadata Manager business glossary uses linking rule files and enumerated link files. If the Metadata Manager business glossaries do not use linking rule files and enumerated link files, you can skip this step.

Export the Business Glossary model.

The Analyst tool uses the model export XML file to create properties that you can add to the business term template.

This step is required if custom attributes were added to the business glossary model. If no custom attributes were added to the model, you can skip this step.

Export each business glossary to a Microsoft Excel file.

Export each business glossary that you want to upgrade. After upgrade, you import these files into the Analyst tool to create the business glossaries again in the Analyst tool.

Update each Microsoft Excel file.

Update each exported Microsoft Excel file so that it conforms to the Analyst tool glossary import file format.

Purge and delete business glossaries.

You must purge and delete the glossaries from Metadata Manager before you upgrade. If you do not perform this step, the glossaries remain in the Metadata Manager repository as read-only resources that you cannot edit or synchronize with the Analyst tool.

After you upgrade, import each Microsoft Excel business glossary file into the Analyst tool. Instructions for importing the glossaries appear in the “After You Upgrade” chapter in the

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Business Glossary Best Practices

Business Glossary Best Practices

Export and Delete Business Glossaries

Export and Delete Business Glossaries