Managing Environments

Managing Environments involves:

Editing and Deleting Environments

To edit or delete environments, follow these steps:

  1. On the Explore tab, click an environment tile.
  2. Click Options.

    3. The available options appear.


  3. Click Environment Options.

    4. The available options appear.

  4. Use the following options:
    Edit Environment
    Use this option to update the environment details.
    The status of an environment is displayed according to the workflow assigned to the environment. For more information on assigning workflows to environments, refer to the Managing Metadata Manager Workflows section.
    Delete Environment
    Use this option to delete the environment.

Enabling DQ Sync

You can view data quality analysis for environments, tables, and columns when you enable DQ Sync on your environments.

DQ Sync is available for Oracle, Salesforce, Snowflake, MySQL, MSSQL, Hadoop, and PostgreSQL database types.

To enable DQ sync, follow these steps:

  1. On the Explore tab, click an environment tile.
  2. Click Options > Edit Environment.

    3. The Edit Environment page appears.


  3. Switch the Enable DQ Sync option On.
    This displays the data quality analysis from erwin Data Quality for an environment in the Metadata Manager.

    Ensure that you configure erwin Data Quality in the erwin DI to view the Enable DQ Sync option. For more information, refer to the Configuring Data Profiling topic.

    Once you have enabled DQ Sync for an environment, for data quality analysis results in Metadata Manager, ensure that you do the following:

    • Add your environments, tables, and columns as datasets in erwin Data Quality, and run data profiling. For more information, refer to Run Data Profiling topic.
    • Then, schedule a job in erwin DI to sync the data quality analysis results from erwin Data Quality.

Once the data from erwin Data Quality is synced, DQ Score for the environment is displayed.

Importing Metadata from an Environment

T o import metadata from an environment, follow these steps:

  1. On the Explore tab, click an environment tile.
  2. Click Options.
    The available options appear.

  3. Click Environment Options.

    4. The available options appear.

  4. Click Import Environment.

    5. The Import Environment page appears.

  5. Drag and drop or use to browse the AMP file.
  6. Click .

  7. Select Schemas and appropriate import metadata options.

    8. Refer to the following table for the descriptions of the Import Metadata options.

    Import Metadata Options

    Description

    Add New

    This option adds new objects to the existing object list. The existing metadata is not updated.

    Update Existing + Add New

    This option adds new objects to the existing list and updates the existing metadata at the same time.

    Update Existing + Add New + Invalidate

    This option adds new objects to the existing list, updates existing ones, and invalidates the table/column during the importing process.

    Delete & Reload

    This option deletes all existing metadata and imports only the new objects that have been selected.

    Import Comments

    Select the checkbox to import comments.

    Import Sensitive Data

    Select the checkbox to import sensitivity classification of the metadata from the data source.

    This option is available for SQL, Oracle, and Snowflake environments.

    Import Indexes

    Select the checkbox to import the indexes of the metadata from the data source. In addition to the listed datasources, this option is available when the datasource is set to Others.

    This option is available for SQL, Oracle, and MySQL environments.

    Extended Properties

    Select the checkbox to import extended properties.

    Associations

    Select the checkbox to import the associated assets.

    Tags

    Select the checkbox to import Tags.

    Valid Values

    Select the checkbox to import Valid Values.

    Table(s)

    Select the checkbox to import Tables.

    View(s)

    Select the checkbox to import Views.

    Synonym(s)

    Select the checkbox to import Synonyms.

    Version Environment

    Select the checkbox to create a version of the environment.

    Skip Empty Cells

    Select the checkbox to skip blank cells during import and retain existing metadata values.

    This option is available only when you select the Update Existing + Add New or Update Existing + Add New + Invalidate option.

    Select the Version Environment checkbox to create a version of the environment.

  8. Click .
  9. Select the tables and click .

    10. The environment is imported.

Exporting Metadata from an Environment

To export metadata from an environment, follow these steps:

  1. On the Explore tab, click an environment tile.

  2. Click Options.
    The available options appear.

  3. Click Environment Options.

    The available options appear.

  4. Click Export Environment.

    5. The Export Environment page appears.

    Refer to the following table for the descriptions of the update options.

    Update Options

    Description

    Extended Properties

    Switch this option on to include the extended properties of the assets.

    Associations

    Switch this option on to include the associated assets.

    Sensitive data Indicator

    Switch this option on to include the sensitive classification associated with the asset.

    Tags

    Switch this option on to include the tags associated with the asset.

    Valid Values

    Switch this option on to include valid values associated with the asset.

    Indexes

    Switch this option on to include index metadata associated with tables and columns.

  5. Switch on or off the Update Options as required.

  6. Click Export.

    7. The environment is exported.