Creating a rule definition

You create rule definitions to specify the criteria used and actions performed by a rule.

Perform the following steps to create a metadata rule definition:

1. Click Management in the left navigation menu.

   The Manage Your Environment page opens.

2. On the Metadata Rules card, click Add New, and then select Add Rule Definition from the menu.

   The Rule Definition page opens.

3. In the Name field, enter a name for the rule definition.

4. (Optional) In the Description field, enter a description for the rule definition.

5. Under Rule Criteria, for Object is, select the object type.

   For example, Choosing File applies the rule definition at the file level. Choosing Column applies the rule definition at the column level.

6. Click Create a condition to define the rule’s conditions.

   • Choose OR to identify when any condition is satisfied.

   • Choose AND to identify when all conditions are satisfied.

   • For Attribute, select the attribute that you want to use to target the action.

     Only business terms and custom properties already created in Data Catalog are available.

   • For Operator, select the operator that you want to use.

     Available operators depend on the selected Attribute.

   • For Value, select the value you want to use.

     Available values vary based on the chosen Operator.

   • (Optional) Click Add Group to nest a query when performing multiple AND operations on the same attribute, or to create other complex queries.

   You can expand the Query JSON section to view the JSON code that was created as the result of your settings, or you can click Copy Link to copy the pseudo code.

7. For Add Action, select an action. Depending on the action you select, you might see additional fields.

   For example, if you select Start Process, you must select the process to start.

   Important: The Move, Delete, and Rehydrate options for Start Process are available only if you have a license for Data Optimizer and permission to use it. In addition, all involved data sources must have the Available for Migration setting Enabled. The Rehydrate operation is only supported for HDFS data sources when using metadata rules.

   Note: The order of the actions does not matter. For example, on the Rule Definition page, an action to apply a tag can be located below an action that moves the data. However, if there is a delete action, other actions on the same data are skipped and an error message displays.

8. When you are finished defining the action, click Save.

   The rule definition is saved, and a status message appears in the upper corner of the page.