Using IBM Data Cataloging attributes with CAS

Content-Aware Storage (CAS) integrates with IBM Data Cataloging service (DCS) to support automated file categorization through flexible, attribute‑based tagging.

Attributes can be applied in DCS either before or after files are ingested into CAS, enabling administrators to enrich data with meaningful metadata such as document type, department, project, or other custom attributes. After attributes are applied in DCS, you can use the CAS Query Service API to perform filtered queries that return only the most relevant content chunks.

Creating a tag

In DCS, additional metadata is applied by creating tags. A tag is a custom metadata field that enhances existing metadata with organization‑specific information and supports data classification, search, and reporting.

To create a tag, follow these steps:

  1. In the IBM Fusion Data Cataloging UI, open the menu and go to Metadata > Tag management.
  2. Open the Tags section, and click Add Tag.

    The Create a new tag window opens.

  3. In the Name field, specify a tag name, and click Add.

For additional details about tags and how to create them, see Managing tags.

Creating a policy

After a tag is created, a DCS policy must be defined to associate documents with that tag. The policy uses a user‑defined query to classify documents, and when the policy is executed, the tag is automatically populated with values for all matching documents.

To create a policy, follow these steps:

  1. In the IBM Fusion Data Cataloging UI, open the menu and go to Metadata > Tag management.
  2. Open the Policies section, and click Add Policy.

    The Add new policy window opens.

  3. In the Name field, specify a name for the new policy.
  4. Select the Policy Type. The default value is AUTOTAG policy.
  5. Click Continue to configure.
  6. Configure the policy. This action includes specifying a filter, which is used by the mechanism to tag files by tagging only those files that match the specified filter. In addition, specify the tag to be used and the value to assume.

  7. Click Continue to schedule.
  8. Configure a schedule to execute the policy immediately, or at any specific point in the future. This action automatically executes the policy periodically.

  9. Click Continue to review.
  10. Review the information before creating the policy. Then, click Submit.

You can monitor the policy’s progress by reviewing the Policy history records.

For additional instructions on creating policies, see Adding policies.