Tag Management
TrustLogix Tag Management feature help users to classify and organize data sources effectively. Users can create, edit, and manage tags to control access and apply policies efficiently.
Add new tags
Edit existing tags
Manage tag associations
Delete tags
TrustLogix user with Super User, Data Administrator and Policy Administrator role can only access the Tag Management tab and manage the tags.
Databricks doesn't have Tag Management tab. Both tag management and tag association will be managed through Tag association tab itself.
Deletion of tags are not supported in Databricks.
Adding a New Tag
Steps:
Navigate to the TrustLogix Application.
Click on Data Sources from the main menu.
Select the Data Source where tags need to be managed.
Click on Tag Management.
Click on Add Tag.
Configuring the New Tag:
The Add Tag modal will appear.
By default, tags are mapped to TLX_POLICY_DB and TLX_SCHEMA.
Enter the Tag Name (e.g.,
Sales_Info).Click on Tag Value and enter a value (e.g.,
SENSITIVE).Click Save.
Edit database and schema option needs to be selected to get the tag information from other databases than default which is TLX_POLICY_DB and schema TLX_SCHEMA
Notes:
Users need proper permissions to create tags under the selected database/schema.
Newly created tags may take up to 2 hours to reflect in Snowflake but can be used immediately.
Editing Existing Tags
Steps:
Navigate to Tag Management.
Click on the row-level menu next to the tag and select Edit.
Modify tag values by adding or removing entries.
Click Update to save changes.
Notes:
Users require the necessary permissions to edit tags.
Updated tags apply instantly if permissions are granted.
Deleting Tags
Steps:
Navigate to Tag Management.
Click on the row-level menu next to the tag and select Delete.
Notes:
Tags with existing access policies cannot be deleted.
If no policies are associated, the tag will be removed, and all objects will be dissociated.
Tag Association
Tag association management in TrustLogix allows users to link data assets with specific tags to enforce access controls, classify data, and enhance governance. This document provides a detailed guide on how to associate, modify, and manage tag associations effectively.
Associating Objects with Tags
Steps:
Log in to TrustLogix Application.
Click on Data Sources from the main menu.
Select the Data Source where the tags are defined.
Click on Tag Management.
Navigate to the Tag Association tab.
In the Tag Association tab, select the objects that need to be associated with a tag.
Click on Add Tag Association button.
Choose the appropriate Tag Name from the dropdown list.
Select the Tag Value that aligns with the data classification requirements.
Select the object type and choose the fields based on the object type selected.
Click Save to confirm the association.
Notes:
Users must have proper permissions to associate tags with objects.
Tag associations enable access control based on predefined policy rules.
Changes apply instantly for governance and access enforcement.
Removing Tag Associations
Steps:
Navigate to Tag Association.
Identify the object whose tag association needs to be removed.
Click on Delete
Confirm the removal in the prompt.
Notes:
If an access policy is dependent on the tag, a warning message will appear.
Users must ensure that removing a tag does not violate existing security policies.
Modifying of tag association is not available. To modify any tag association, delete the association and create a new association.
For Snowflake database this removal and creation of association will take 2 hours to reflect in UI due the latency of metadata refresh from Snowflake side.
Best Practices for Tag Association
Always align tag associations with data governance policies.
Use consistent naming conventions for tags and values.
Regularly audit tag associations to ensure compliance with security frameworks.
Ensure that only authorized users manage tag associations to maintain data integrity.
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