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docs(refactor): Refactor Tags Feature Guide (#5781)
* docs(refactor): Refactor Tags Feature Guide * update graphql links * remove unneeded WIP tag guide doc * update tags guide to match template
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# Tags Guide | ||
import FeatureAvailability from '@site/src/components/FeatureAvailability'; | ||
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## What is a Tag? | ||
# About DataHub Tags | ||
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<FeatureAvailability/> | ||
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Tags are metadata that can be added datasets, dataset schemas, or containers. They provide an easy way to label or categorize entities. | ||
Tags are informal, loosely controlled labels that help in search & discovery. They can be added to datasets, dataset schemas, or containers, for an easy way to label or categorize entities – without having to associate them to a broader business glossary or vocabulary. | ||
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### Tags vs. Glossary Terms vs. Domains | ||
Tags can help help you in: | ||
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DataHub supports Tags, Glossary Terms, & Domains as distinct types of Metadata that are suited for specific purposes: | ||
* Querying: Tagging a dataset with a phrase that a co-worker can use to query the same dataset | ||
* Mapping assets to a category or group of your choice | ||
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- **Tags**: Informal, loosely controlled labels that serve as a tool for search & discovery. Assets may have multiple tags. No formal, central management. | ||
- **Glossary Terms**: A controlled vocabulary, with optional hierarchy. Terms are typically used to standardize types of leaf-level attributes (i.e. schema fields) for governance. E.g. (EMAIL_PLAINTEXT) | ||
- **Domains**: A set of top-level categories. Usually aligned to business units / disciplines to which the assets are most relevant. Central or distributed management. Single Domain assignment per data asset. | ||
## Tags Setup, Prerequisites, and Permissions | ||
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What you need to add tags: | ||
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## Adding a Tag | ||
* **Edit Tags** metadata privilege to add tags at the entity level | ||
* **Edit Dataset Column Tags** to edit tags at the column level | ||
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Users must have the Metadata Privilege called `Edit Tags` to add tags at the entity level, and the Privilege called `Edit Dataset Column Tags` to edit tags at the column level. These Privileges | ||
can be granted by creating a new Metadata [Policy](authorization/policies.md). | ||
You can create these privileges by creating a new [Metadata Policy](./docs/authorization/policies.md). | ||
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To add a tag at the dataset or container level, simply navigate to the page for that entity and click on the "Add Tag" button. | ||
## Using DataHub Tags | ||
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![](./imgs/add-tag.png) | ||
### Adding a Tag | ||
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You can then type in the name of the tag you would like to add. You can either add a tag that already exists, or add a new tag entirely. The autocomplete will pull up the tag if it already exists. | ||
To add a tag at the dataset or container level, simply navigate to the page for that entity and click on the **Add Tag** button. | ||
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![](./imgs/add-tag-search.png) | ||
<p align="center"> | ||
<img width="70%" src="https://raw.githubusercontent.com/datahub-project/datahub/master/docs/imgs/add-tag.png"/> | ||
</p> | ||
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Type in the name of the tag you want to add. You can add a new tag, or add a tag that already exists (the autocomplete will pull up the tag if it already exists). | ||
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<p align="center"> | ||
<img width="70%" src="https://raw.githubusercontent.com/datahub-project/datahub/master/docs/imgs/add-tag-search.png"/> | ||
</p> | ||
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Click on the "Add" button and you'll see the tag has been added! | ||
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![](./imgs/added-tag.png) | ||
<p align="center"> | ||
<img width="70%" src="https://raw.githubusercontent.com/datahub-project/datahub/master/docs/imgs/added-tag.png"/> | ||
</p> | ||
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If you would like to add a tag at the schema level, hover over the "Tags" column for a schema until the "Add Tag" button shows up, and then follow the same flow as above. | ||
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![](./imgs/added-tag.png) | ||
<p align="center"> | ||
<img width="70%" src="https://raw.githubusercontent.com/datahub-project/datahub/master/docs/imgs/add-schema-tag.png"/> | ||
</p> | ||
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## Removing a Tag | ||
### Removing a Tag | ||
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To remove a tag, simply click on the "X" button in the tag. Then click "Yes" when prompted to confirm tag removal. | ||
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### Searching by a Tag | ||
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You can search for a tag in the search bar, and even filter entities by the presence of a specific tag. | ||
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<p align="center"> | ||
<img width="70%" src="https://raw.githubusercontent.com/datahub-project/datahub/master/docs/imgs/search-tag.png"/> | ||
</p> | ||
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## Additional Resources | ||
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### Videos | ||
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**Add Ownership, Tags, Terms, and more to DataHub via CSV!** | ||
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<p align="center"> | ||
<iframe width="560" height="315" src="https://www.youtube.com/embed/BGt59KpH1Ds" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe> | ||
</p> | ||
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### GraphQL | ||
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* [Tag](../graphql/queries.md#tag) | ||
* [AddTagsInput](../graphql/inputObjects.md#addtagsinput) | ||
* [BatchAddTagsInput](../graphql/inputObjects.md#batchaddtagsinput) | ||
* [BatchRemoveTagsInput](../graphql/inputObjects.md#batchremovetagsinput) | ||
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### DataHub Blog | ||
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* [Tags and Terms: Two Powerful DataHub Features, Used in Two Different Scenarios | ||
Managing PII in DataHub: A Practitioner’s Guide](https://blog.datahubproject.io/tags-and-terms-two-powerful-datahub-features-used-in-two-different-scenarios-b5b4791e892e) | ||
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## FAQ and Troubleshooting | ||
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**What is the difference between DataHub Tags and Glossary Terms?** | ||
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DataHub Tags are informal, loosely controlled labels while Terms are part of a controlled vocabulary, with optional hierarchy. Tags have no element of formal, central management. | ||
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Usage and applications: | ||
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## Searching by Tag | ||
* An asset may have multiple tags. | ||
* Tags serve as a tool for search & discovery while Terms are typically used to standardize types of leaf-level attributes (i.e. schema fields) for governance. E.g. (EMAIL_PLAINTEXT) | ||
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You can search for a tag in the search bar, and if you wish, even filter entities by the presence of a specific tag. | ||
**How are DataHub Tags different from Domains?** | ||
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![](./imgs/search-tag.png) | ||
Domains are a set of top-level categories usually aligned to business units/disciplines to which the assets are most relevant. They rely on central or distributed management. A single domain is assigned per data asset. | ||
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*Need more help? Join the conversation in [Slack](http://slack.datahubproject.io)!* | ||
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## Feedback / Questions / Concerns | ||
### Related Features | ||
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We want to hear from you! For any inquiries, including Feedback, Questions, or Concerns, reach out on Slack! | ||
* [Glossary Terms](./docs/how/business-glossary-guide.md) | ||
* [Domains](./docs/domains.md) |
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