In Watson Knowledge Catalog in Cloud Pak for Data v3.5, you can now assign users and data stewards to categories to determine who can view or manage governance artifacts owned by the category. The category collaborator roles can also be leveraged in workflows to automatically direct workflow steps to the right people for reviews and approvals.
With this new capability, the business community can be empowered to self-govern their own business assets.
This article aims to highlight some key steps as you plan and implement the stewardship of your governance artifacts.
1 - Decide on the categories and hierarchies
The first decision to make for any organization is to decide on the category hierarchies that will be needed to organize and manage their governance artifacts, namely business terms, policies, governance rules, reference data, data classes and classifications. Typical examples are category hierarchies that are based on lines of business, business processes, or geography. The key consideration is to determine which users or groups of users will be responsible for managing which governance artifacts, and then group those governance artifacts into categories accordingly. Although there is no limit to the number of hierarchies, categories or levels in WKC, we recommend hierarchies that are within 5 levels deep in order to optimize usability and performance. Generally, the simpler the structure, the easier it is for your users to navigate. With category users and permissions, the number of categories will also impact performance as we need to evaluate whether a user has permission to perform a particular action on a given governance artifact based on the user’s role in the category that owns it.
2 - Ensure users have the required CPD platform permissions
To access categories and governance artifacts, the user must have at least one of two CPD platform permissions:
- Access governance artifacts
- Manage governance categories
Access governance artifacts
Any user who needs to view or manage categories and governance artifacts must be assigned a CPD User Role that has the “Access governance artifacts” platform permission. Out-of-the-box, these User Roles have the “Access governance artifacts” permission:
- Data Engineer
- Data Quality Analyst
- Data Steward
The “Access governance artifacts” platform permission only gives the user the permission to access categories and governance artifacts. The user must also be added to specific categories as category collaborators and assigned a category role before he can view any category, create sub-categories, add new business terms to a category, or update governance artifacts owned by the category.
Manage governance categories
The “Manage governance categories” platform permission gives the user the same privileges as “Access governance artifacts”, plus the ability to create top-level categories. Out-of-the-box, the following User Role has the “Manage governance categories” permission:
If there are other non-Administrator users who need to create the top-level categories, then either create a custom User Role for these users or update an existing User Role with this platform permission.
Users who have the "Manage governance categories" permission will see the Add category button in the Categories page.