Governance Toolkit: DataSet Tagging

Accessing the toolkit

The Governance Toolkit can be found in the Admin section of Domo, under Governance then Toolkit.
https://{INSTANCE}.domo.com/admin/governance-toolkit/

Note: If the tool you wish to use is not enabled, please reach out to your Account Executive.

If you are unable to find the Toolkit, ensure your user role has the required grants.

Required Grants

To access the Governance Toolkit a user will need 1 of 2 grants enabled for a user. Grants can be added to a custom user role. By default the Administer Custom Pipeline Process grant is enabled for Admin users.

Create Custom Pipeline Processes
- This grant will allow a user to create, update, share and delete jobs.
- This grant will only allow a user to see jobs that they created or jobs that have been shared with them.
Administer Custom Pipeline Processes
- This Grant will allow a user to create, update, share and delete jobs.
- this grant will allow a user to see all jobs

To learn more about custom roles and grants see Managing Custom Roles.

Creating a Job

Navigate to the Governance Toolkit and select PDP Automation.
- https://example.domo.com/admin/governance-toolkit/dataset-tagging
Click + New Job in the top right-hand corner.
Fill out the following information:
- Job Name (required)
- Job Description (optional)
- Selected DataSets (optional)
  - You can add filtering to narrow down which DataSets you would like to include in the backup job.
  - Each filter category will work as an AND statement.
  - Each value in a filter category will work as an OR statement.
  - I.E. The below screenshot would represent the filters as the following:
    Owner Name = 'Nolan Landefeld'
    AND
    (Tag = 'Child Cards: 4022' OR Tag= 'Downstream Datasets: 288')
    AND
    (Type = 'Federated Data' OR Type = MySQL Federated')
- Selected Policies (required)
  - Select the tagging policies you wish to add to your filtered DataSets.
    - DataSet Aging
      - Will add a tag of how long it has been since the DataSet was last run.
      - Aging is bucketed into different categories. I.E. 30+ days, 60+ days, etc.
    - DataSet Certification
      - Will add a tag for the current certification state of the DataSet.
    - DataSet Lineage
      - Will add tags about how many downstream DataSets, DataFlows, and Cards the DataSet has, as well as the DataSet type of the parent DataSet, if any.
    - DataSet State
      - Will add a tag of the current state of the DataSet.
    - Owner Email
      - Will add a tag with the DataSet owner’s email.
    - Owner Inactive
      - Will add a tag indicting if the DataSet owner is no longer a domo user.
    - Owner Name
      - Will add a tag with the DataSet owner’s name.
    - Owner Role
      - Will add a tag with the DataSet owner’s role.
    - Owner Title
      - Will add a tag with the DataSet owner’s title.
- Apply tags to (required)
  - Select to apply tags created by the job to DataSets, DataFlows, or both.
- Run Logs (required)
  - Each job will keep track of executions of the job and information surrounding that.
  - New DataSet
    - Will create a new DataSet in your Domo instance and all runs of the job will write logging to the new DataSet.
  - Existing DataSet
    - Existing DataSet will allow you to combine multiple DataSet Tagging jobs into a single logging DataSet.
    - The DataSet must be a DataSet created by the DataSet Tagging tool.
      - DataSet must also already contain rows of data.
  - Email notifications (optional)
    - You can add user emails to this field.
    - Each email will receive an email notification from Domo each time the job runs.
    - The notification will outline what the job did during the run and any failures that occurred.