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Add Tags to Data Sources and Projects

Use case

Compliance Requirement: Users can only interact with Dev data, and all personal information should be redacted for everyone, except for queries run in Test and Prod.

For this requirement, data owners need to tag data sources with the corresponding environment tag and verify the accuracy of Discovered tags to ensure that the global policies written by data governors are enforced on the appropriate data sources.

Add tags to data sources

  1. Click the Data icon in the navigation menu and select the Data Sources tab.
  2. Select a data source.
  3. Click the Add Tags button at the bottom of the Overview tab.
  4. Begin typing Environment.dev in the Search by Name field and select the tag from the dropdown list.
  5. Click Add. A list of the applied tags will populate at the bottom of the Overview tab.
  6. Repeat as necessary for other data sources and tags.

Verify discovered tags

If sensitive data discovery is enabled by an application admin on the Immuta app settings page, Immuta will automatically discover sensitive data and tag those columns with Discovered tags when the data source is created. For more information about this feature, see the Sensitive data discovery page.

Best practice: Verify discovered tags

If sensitive data discovery has been enabled, then manually adding tags to columns in the data dictionary will be unnecessary in most cases. The data owner will just need to verify that the Discovered tags are correct.

Disable discovered tags from the data dictionary

If a governor, data owner, or data source expert disables a Discovered tag from the data dictionary, the column will not be re-tagged when the data source's fingerprint is recalculated or SDD is re-run. When a Discovered tag is disabled, the tag will not completely disappear, so it can be manually enabled from the tag side sheet.

To disable a discovered tag,

  1. Navigate to a data source and click the Data Dictionary tab.
  2. Scroll to the column you want to remove the tag from and click the tag you want to remove.
  3. Click Disable in the side sheet and then click Confirm.

Remove tags from data sources

  1. Click the Data icon in the navigation menu and select the Data Sources tab.
  2. Select a data source.
  3. Scroll to the Tags section at the bottom of the Overview tab, and click on the tag you want to remove.
  4. Click Delete in the side sheet and then click Confirm.

Manage data dictionary tags

The data dictionary lists the columns within the data source and the value type of the data within each column. From this page, governors can add tags to or remove them from specific columns in a data source.

Add tags to the data dictionary

  1. Navigate to a data source and click the Data Dictionary tab.
  2. Scroll to the column you want to add a tag to and click Add Tags.
  3. Begin typing in the Search by Name field and select the tag from the dropdown list.
  4. Click Add. The applied tag will appear below the column name in the data dictionary.

Remove tags from the data dictionary

  1. Navigate to a data source and click the Data Dictionary tab.
  2. Scroll to the column you want to remove the tag from and click on the tag you want to delete.
  3. Click Delete in the side sheet and then click Confirm.

Manage project tags

Add tags to projects

  1. Click the Data icon and select Projects in the left sidebar.
  2. Select a project.
  3. Click the Add Tags button at the bottom of the Project Overview tab.
  4. Begin typing in the Search by Name field that appears, and then select the tag from the dropdown list.
  5. Click Add. A list of the applied tags will populate at the bottom of the project overview.

Remove tags from projects

  1. Click the Data icon and select Projects in the left sidebar.
  2. Select a project.
  3. Scroll to the Tags section at the bottom of the Overview tab, and then click the tag you want to delete.
  4. Click Delete in the side sheet and then click Confirm.