Scanning Metadata

After creating systems and environments, the next logical step is to scan source and target metadata. Ensure that the environment database type and connection parameters are correct and that the environment can establish a connection with the database.

To scan source or target metadata, follow these steps:

  1. Go to Application Menu > Data Catalog > Metadata Manager > Explore.
  2. On the Explore tab, click an environment tile.
  3. Click Options.
    The available options appear.
  4. Click Scan Metadata.

    5. The <Data_Base> Metadata Scan-Step1 page appears. For example, if it is the SQL Server environment, then the SqlServer Metadata Scan - Step1 page appears.

  5. In the Database Schema(s) pane, select the database schemas.
  6. In the Metadata Content pane, select the appropriate Import Metadata Options.

    7. Refer to the following table for the descriptions of the metadata import 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 scanning process.

    Delete & Reload

    This option deletes all existing metadata and scans 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.

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

    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.
  7. Click .

    8. The <Database_Name> Metadata Scan Step-2 page appears. It pulls up the objects selected in Metadata Scan Step-1, such as Tables, Views, and Synonyms.

  8. Select the required objects.
  9. Click .

    10. The metadata is scanned successfully and saved under the environment node.

The above method is applicable for most data sources. Apart from that, you can also import metadata from the following file types: