All sample taxonomies provided with Data Governance Edition (see Appendix C: Classifying Data with Data Governance Templates on page 107) as well as any previously created custom taxonomies that have been stored in the Data Governance Edition installation directory (C:\Program Files\Quest Soft-ware\Data Governance\Server\TemplateFiles) are listed in the Catalog view in the Categorization Man-ager.
Depending on the state of the taxonomy within your deployment, you will be able to perform one of the following:
• Import a new taxonomy into your deployment • Replace an existing taxonomy in your deployment Importing Taxonomies
By default, when you import a new taxonomy it will be unpublished. Before you can begin to classify your resources based on the categories contained within it, you will need to set the required settings through the Categorization Manager. From here, you can adjust the associated risk level, whether you want to publish the taxonomy so that it is available to the business owner, whether to have the system automatically classify your resources based on the rules within the taxonomy, and whether the catego-rization should cause governance of the resource.
You may want to import the taxonomy into a test environment first to ensure that it meets your needs and assess the rules contained within it.
If you are confident that the taxonomy and/or category will suit your needs as is, you can publish all in a single operation. Remember that once published, it will be available to business owners and the clas-sification system. For details, see Publish All Categories at Once on page 42.
To import a taxonomy with the web portal
1. Select Governed Data | Categorization Manager | Taxonomies.
2. Click View Catalog.
A list of available taxonomies (both those currently in place in your environment and those that are available for import) will display.
3. Select the taxonomies that you want to import into your system and click Import.
You must select one taxonomy at a time and wait for it to complete before you can select an-other one.
The time required to import a taxonomy is dependant upon its size and complexity.
4. Once the import is complete, click Back to Categorization Manager or select the Taxono-mies tab in the Categorization Manager and click Edit next to the taxonomy to adjust its set-tings and add and remove categories as required.
For more details, see Creating a Category on page 36, Editing Category Settings on page 39 and Deleting a Category on page 43.
To import a taxonomy with PowerShell
• Run the Import-QTaxonomyByName command with the following parameters:
a) ServerAddress
Provide the name of the computer hosting the Data Governance server, and the port. En-ter in the form compuEn-tername:port number. The default port is 8723.
b) TaxonomyName
Provide the name of the taxonomy. The available taxonomies for import can be found by running the Get-QImportableTaxonomies command.
Replacing a Taxonomy
Because rules and text extractors can be shared across multiple taxonomies, a replacement could have immediate and significant impact on existing categorizations.
When you replace a taxonomy, all of the selected taxonomy’s categories, rules, text extractors, and all associated settings are applied to the existing taxonomy. The following are exceptions to this:
• Any categories, rules, or text extractors added to a taxonomy in the environment will not be deleted or modified by the replace process.
• Settings related to how the category functions within the Classification System such as publish, risk, and causes governance will not be altered.
• If new categories were added to a taxonomy that affected the threshold and weights for the parent category, a manual adjustment may be required after the replacement to ensure that the threshold calculation continues to have a sensible result.
To replace a taxonomy with the web portal
1. Select Governed Data | Categorization Manager | Taxonomies.
2. Click View Catalog.
A list of available taxonomies will display.
3. Select the required taxonomy and click Replace.
You must select one taxonomy at a time and wait for it to complete before you can select an-other one.
The time required to replace a taxonomy is dependant upon its size and complexity.
4. Once the replace is complete, click Back to Categorization Manager or select the Taxono-mies tab in the Categorization Manager and click Edit next to the taxonomy to adjust its set-tings and add and remove categories as required
For more details, see Editing Category Settings on page 39.
To replace a taxonomy with PowerShell
• Run the Import-QTaxonomyByName command with the following parameters:
a) ServerAddress
Provide the name of the computer hosting the Data Governance server, and the port. En-ter in the form compuEn-tername:port number. The default port is 8723.
b) TaxonomyName
Provide the name of the taxonomy. The available taxonomies for import can be found by running the Get-QImportableTaxonomies command.
c) Replace
Set this to $true to replace the taxonomy.
You should only replace a taxonomy if you want to restore a previously backed up taxonomy, rules, and extractors, or if you want to upgrade but do not wish to preserve any existing taxon-omy customizations.