Configuring assets for data lineage and business lineage reports

You can select which assets to include in data lineage and business lineage reports to make them more meaningful to the user.

Before you begin

You must have the Information Governance Catalog Information Asset Administrator role.

To ensure that lineage includes the runtime flows of relevant jobs, activate generation of operational metadata for the jobs.

About this task

Jobs, transformation projects, and mapping specifications are excluded from lineage by default.
Jobs and transformation projects from IBM® InfoSphere® DataStage® and QualityStage®
In typical development transformation projects, many jobs are experimental. As a result, those jobs need to be excluded from data lineage reports. Set Include For Lineage to True only for jobs that are production candidates.

Mapping specifications from IBM InfoSphere FastTrack
By default, lineage assumes that mapping specifications do not describe actual data flows. As a result, mapping specifications are ignored in lineage reports. In those cases where mapping specifications do describe actual data flows, you can set Include For Lineage to True for those mapping specifications.

Business lineage reports can include certain asset types, such as application, business intelligence (BI) report, and data file. By default, all assets of these asset types are included in business lineage reports. You can exclude individual assets from business lineage reports.

Only assets that have Include for Business lineage set to True are displayed in business linage relationships. Their relationships enable the lineage to continue the flow even if they themselves are not shown.

Procedure

  1. Click Administration.
  2. Expand Lineage Management.
  3. Do the following steps, depending on what type of lineage report you want include assets in:
    • To include assets in business lineage reports, do these steps:
      1. Click Manage Business Lineage.
      2. Select the asset type to display in business lineage reports, and then select the assets that you want to include in business lineage reports.
      3. Click Change Inclusion State.

    • To include assets in lineage reports, do these steps:
      1. Click Lineage Administration.
      2. Click Include for Lineage in the left pane.
      3. In the right pane, select the asset type to display in lineage reports, and then select the assets that you want to include in lineage reports.
      4. Click Change Inclusion State.
  4. Optional: To confirm that the asset types and their child assets are correctly included in lineage reports, build a query on the asset type. For data lineage, select the Include for Lineage and the Inherits Lineage Setting from Transformation Project properties. For business lineage, select the Include for Business Lineage property. A list of all assets of that type and the value of their properties are displayed.