Go Up to Administrator Guide
The ER/Studio Collibra integration allows data architects to work hand-in-hand with the data stewards and contribute value to the data governance project by letting properly-permissioned users and groups:
Synchronizing Business Terms keeps selected business glossaries in Collibra and Team Server in harmony. Collibra business terms are then available for users of Data Architect to map to data models. Various settings allow you to choose which tool is the master and where you can create terms.
You can automatically or manually publish logical and physical data models from Team Server with mappings to business terms to Collibra.
Getting Started
Before synchronizing Business Terms and publishing Models, please consider the following steps:
| Step |
Action
|
| REVIEW |
|
| SET UP |
- User accounts that you want to have access to the Collibra integration.
- The following global permissions need to be set for the Collibra account:
- Catalog Author
- Data Steward Author
- and for each community and/or domain the user needs the following permissions:
- Data Steward
- Technical Steward
- Recommendation - with that user, try logging in to Collibra and performing the basic operations of create, read, update and delete on objects in the domains in the scope of the integration.
- Team Server User and Group permissions through user and group permissions
- Ensure Communication with Collibra by making sure your Team Server server has an uninhibited link to the Collibra server. You may want to work with your network team to manage the firewall to allow https traffic between the servers. We find most problems are caused by issues in communication. A simple test is to open a browser session on your Team Server server machine and attempt to connect to your Collibra instance using the username and password you have selected for the integration.
|
| MANAGE GLOSSARIES |
- Decide whether Collibra or Team Server is the master for glossary changes. You may want to consider a process similar to the following steps:
- Make Team Server the master for changes to properties and relationships.
- Harvest a business glossary from a logical data model.
- Map this glossary to a blank glossary in Collibra.
- Synchronize the glossaries.
- Make Collibra the master, but allow new terms from Team Server.
- Specify a backlink from Collibra objects to ER/Studio objects. First create a characteristic in Collibra called "ER/Studio URL" of type rich text, and then make sure you add this characteristic to the object types in Collibra for which you want backlinks to Team Server.
- Set the synchronization frequency to zero while you continue to set up and test.
- Consider which properties of business terms in Collibra you want to map to which terms in Collibra. You may need to create Custom Properties in Team Server for the appropriate data types to match those in Collibra.
- Map the properties for business terms to your new properties or use the Auto Create button to create them in Team Server.
- Select which relationships in Team Server map to which relationships between business terms in Collibra. You may wish to create additional relationships in Collibra to receive the main relationship types in Team Server.
- Select which domains of type Glossary in Collibra you want to map to which glossaries in Team Server. Before attempting to synchronize a large business glossary, try a trivial test model with just a few entries to make sure that everything is working as expected.
- Run the synchronization manually. After the first run, test the outcome of the process, and then modify settings as required.
- Once everything is working as you expect, set the synchronization frequency to the appropriate period of time.
|
| MANAGE DATA MODEL PUBLISHING |
- Map the properties for entities, attributes, tables, and columns to your new properties or use the Auto Create button to create them in Team Server.
- Create domains in the community of your choice of type Logical Data Dictionary for logical data models and Physical Data Dictionary for physical data models in Collibra.
- Select the logical and physical data models published to Team Server you want to map to Collibra domains. You must choose whether to manually push models to Collibra through the Collibra admin console in Team Server, or automatically push the models as they are published to Team Server.
|
Permissions
My Settings > Admin > Permissions
For users and groups, the Collibra Administration permission must be checked under List/View in order for a user to see the Collibra Integration page. In addition, the Update/Delete option also must be checked for a user to make changes to the Collibra page. Users who have List/View but not Update/Delete have read-only access to the Collibra Integration page.
For more information about this feature, see:
Configuration
My Settings > Collibra
For more information about this feature, see Managing Collibra Integration.
See Also
Note: You can download logs for the synchronization processes at any time by visiting the Model Selection page in Model Publishing, and then clicking the download icon.