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Project Governor Guide

Audience: Data Governors

Content Summary: Data Governors are responsible for configuring settings and purposes for projects in Immuta. This guide details the process of configuring purpose-based restriction settings, creating and deleting purpose-based restrictions, viewing purpose-based restriction details, and configuring acknowledgement statements.

Additionally, this guide outlines the various management tasks the Governor can complete in projects, including managing project tags, members, subscription policies, and data sources.

Configuring Acknowledgement Statements

Acknowledgement statements ensure that project members are aware of (and agree to) all purpose-based restrictions before accessing the project's content. Each purpose is associated with its own acknowledgement statement, meaning that a project with multiple purposes (if allowed) would require users to accept more than one acknowledgement statement. Immuta keeps a record of whether each project member has agreed to the acknowledgement statement(s), and if so, records the purpose associated to the acknowledgement, the time of the acknowledgement, and the text of the acknowledgement itself. All purposes are associated with the default acknowledgement statement unless their statement has been customized.

Customizing the Default Acknowledgement Statement for all Purposes

  1. Click the Governance icon in the left sidebar and select the Settings tab.

    Governor Settings

  2. The existing default acknowledgement is displayed on the right. Hover over the Statement heading and click the Edit link.

    Governor Edit Default Ackowledgement

  3. Edit the acknowledgement statement, and then click Save.

The page displays the updated statement, which now will be used by all projects and purposes. The updated statement will also be used by any new members joining existing projects containing purposes with default statements.

If a unique acknowledgement statement is required for one or more purposes, the Governor can edit them individually.

Customizing the Acknowledgement Statement for a Specific Purpose

  1. Navigate to the Governance page, and then click the Purposes tab.

    Governor Purposes Tab

  2. Click on the relevant purpose, hover over the acknowledgement statement, and click the Edit link.

    Governor Edit Purpose Acknowledgement

  3. Edit the acknowledgement statement.

  4. Check the Require Users to Reacknowledge box if you want existing members to have to acknowledge the updated statement. The number of projects impacted by this change will be displayed beneath the checkbox.
  5. Click Save.

After creating a customized acknowledge statement, the Default label will no longer display next to the purpose name, and the updated statement and modified date will display in the panel on the right. The updated statement will be used by all future projects and any new members joining existing projects containing this purpose. Only purposes that have the re-acknowledge box checked will require existing members to acknowledge the updated statement.

Viewing Purpose-Based Restrictions Details

  1. Navigate to the Governance page, and then click the Purposes tab.

    Governor Purposes Tab

  2. A list of all purposes (created across all projects by either the Governor or project owners) is displayed. To filter the list, enter the name of the purpose you are interested in the empty text box.

  3. Click a purpose from the results to view its details.

Details about the selected purpose are displayed in the panel at the right and include the name of the user who created the purpose, the date the purpose was created, the number of projects that purpose is associated with, and the acknowledgement statement associated with the purpose. Purposes that display the Default label use the default acknowledgement statement, and those that do not have this label have customized acknowledgement statements.

Creating Purpose-Based Restrictions

  1. Navigate to the Governance page, and then click the Purposes tab.

    Governor Purposes Tab

  2. Click the Add Purpose link.

    Governor Add Purpose

  3. Type in the name of the new purpose in the new empty text box.

  4. Click the check mark in the Actions column to add it to the purposes list.

After creating a new purpose, its name will be added to the list in the panel on the left.

Setting Purpose-based Restrictions on Data

  1. Navigate to the Governance page, and then click the Settings tab.

    Governor Settings Tab

  2. Update the settings to meet your organization's requirements.

  3. Click Update to save the changes.

These settings can be updated at any time by the Governor. If these settings are updated after projects have already been created (and one or more projects are no longer compliant with the updated settings), the project's name will display in red on the My Project and Project Overview pages. Project Owners can get details on which settings they are no longer compliant with by hovering their mouse over the project name.

Deleting Purpose-Based Restrictions

  1. Navigate to the Governance page, and then click on the Purposes tab.

    Governor Purposes Tab

  2. Click the trashcan icon to the right of the purpose you want to delete.

  3. Click Confirm to approve the deletion.

Any project that contained the deleted purpose will be treated as no longer compliant, so the project's name will display in red on the My Project and Project Overview pages. Project Owners can get details for fixing the issue by hovering their cursor over the project name.

Managing Project Tags

Adding Tags to a Project

  1. Select a project, and then click the Overview tab.
  2. Click the Add Tags button at the bottom of this page.
  3. Begin typing a tag name in the Add Tags window that appears to search for tags.
  4. Select a tag, and then click Add. A list of the applied tags will populate at the bottom of the Project Overview tab.

Project Overview Tab

Removing Tags from a Project

  1. Select a project, and then click the Overview tab.
  2. Scroll to the Tags section at the bottom of this screen, and then click the red "X" on the tag you would like to delete.

    Remove Tag

  3. Click Confirm to remove the tag from the project.

Managing Project Members

Adding Users or Groups to a Project

  1. Select a project, and then navigate to the Members tab.
  2. To add a new user or group to the project, click the Add Members link in the center pane.

    Project Add Members Button

  3. Start typing the user's or group's name in the Add Members modal and select a matching name from the dropdown.

  4. Select a role for the user or group: subscribed or owner.

    Project Add Members Modal

  5. When finished, click Add.

Users and/or group members (as well as alternative project owners) will receive notifications that new users have been added to the project. A similar entry will be posted to the project's activity pane.

Modifying a Member's Role within a Project

  1. Navigate to the Members tab.
  2. Click the dropdown arrow under the Role column next to the member whose role you’d like to change.
  3. Select a role: subscribed or owner.

    Project Modify Member

Notifications will be sent to the affected members and alternative project owners. A similar entry will be posted in the project's activity pane.

Removing Members from a Project

  1. Navigate to the Members tab.
  2. Click the Deny button next to the user or group you would like to remove.
  3. Complete the Reasoning field in the window that appears, and then click Submit.

    Project Remove Member

Alternatively,

  1. Navigate to the Members tab.
  2. Click the checkbox next to the user or group name, and then click Remove in the top left of the Members pane.
  3. Click Confirm.

Notifications will be sent to the affected users and other project members, and a similar entry will be added to the project's activity pane.

Managing Project Subscription Policies

Projects are private by default but can be made public and shared with other users by changing the Subscription Policies setting.

Subscription Policies

Making a Project Public

  1. Navigate to the Policies tab.
  2. Select one of the following options in the Subscribers section:
    • Anyone: Project will be visible to everyone, and all users will be given access.
    • Anyone Who Asks (and Is Approved): Project will be visible in search results, but users must request access and be granted permission. This restriction supports multiple approving parties, meaning that project owners can allow more than one approver or users with specified permission types to approve other users who request access to the project.
    • Users with Specific Groups/Authorizations: Project will only be visible in search results for users with the specified groups/authorizations, and only these users may subscribe to the project.

Anyone Who Asks (and Is Approved)

  1. Click anyone or an individual selected by user from the first dropdown menu in the Subscription Policy Builder.

    Subscription Policy Builder

    Note: If you choose an individual selected by user, when users request access to a project they will be prompted to identify an approver with the permission specified in the policy, as pictured below.

    Request Access

  2. Select the Admin, Governance, or Audit permission from the subsequent dropdown menu.

    Note: You can add more than one approving party by selecting + Add and repeating steps a and b.

Users with Specific Groups or Authorizations

  1. Choose the condition that will drive the policy: when user is a member of a group or possesses authorization.
  2. Use the subsequent dropdown to choose the group or authorization key / value pair for your condition.

    Specific Groups or Authorizations

    Note: You can add more than one condition by selecting + ADD. The dropdown menu in the far right of the Subscription Policy Builder contains coordinating conjunctions for your policy. If you select or, only one of your conditions must apply to a user for them to see the data. If you select and, all of the conditions must apply.

  3. Opt to allow users who do not meet the restrictions defined in the policy to still be able to discover the project in the UI by selecting the Allow Discovery checkbox.

    Allow Discovery

  4. Click Save to finish your policy.

The project settings will update, and the Private label next to the project name will disappear.

Reverting a Project to Private

  1. Navigate to the Policies tab.
  2. Click the Individual Users You Select option from the Subscribers pane. In this setting, projects will not be visible to anyone in the search results. Project Owners must manually add and remove users.

The project settings will update, and the Private label will appear next to the project name.

Managing Data Sources in Projects

Project Owners can add or delete data sources from their projects. However, Governors are also able to add and remove data sources from projects, even those they are not members of, in the Project Overview tab or the Data Sources tab.

Adding Data Sources to a Project

  1. Select a project, and then click the Overview tab at the top of the page.
  2. Click the Add Data Sources icon in the top right corner of the Data Sources section.

    Add Data Source

  3. Begin typing the name of the data source in the window that appears to search for data sources.

  4. Select your data source from the dropdown menu and click Add.

Alternatively,

  1. Select a project, and then click the Data Sources tab.
  2. Click Add Data Sources in the top left of the page.
  3. Begin typing the data source name in the window that appears to search for data sources.
  4. Select your data source from the dropdown menu, and then click Add.

Removing Data Sources from a Project

  1. Select a project, and then click the Data Sources tab.
  2. Click the Remove Data Source icon in the Actions column of the data source you want to remove from the project.
  3. Click Confirm in the window that appears.

Alternatively,

  1. Select a project, and then click the Overview tab at the top of the page.
  2. Hover your cursor over the data source you would like to remove until a menu appears.
  3. Click the three dots in the top right corner of the menu, and then select Remove.

    Remove Data Source

Posting a Discussion Thread

  1. Navigate to the Discussions tab and click New Discussion.
  2. Enter your text in the Start Discussion box, and then click Save.

    Discussion Thread

Replying to a Discussion Thread

  1. Navigate to the Discussions tab and view open and/or resolved discussions by clicking the Open or Resolved button, respectively.
  2. Click a discussion thread and enter your response in the Enter Reply field.
  3. Click Reply to post your response.

Deleting a Discussion Thread or Reply

As a Governor, you can only delete a discussion thread or reply that you have written.

To permanently delete your own discussion thread,

  1. Navigate to the Discussions tab and view open and/or resolved discussions by clicking the Open or Resolved button, respectively.
  2. Click the discussion thread you would like to delete, and then click Delete in the upper right corner of the discussion window.
  3. Click Delete in the confirmation window that appears.

    Confirm Delete

To delete your own reply,

  1. Select a discussion thread.
  2. Hover your cursor over the reply and click the DELETE text that appears above your comment.
  3. Click Confirm to permanently delete the comment.

Disabling a Project

Disabling a project hides it from all users except the project's owner(s).

To disable a project,

  1. Navigate to the My Projects page.
  2. Click the menu icon next to the project and select Disable.

    Project Disable Button

Alternatively,

  1. Select a project, and then navigate to the Project Overview tab.
  2. Click the menu icon in the upper right corner and select Disable.

A label will appear next to the project indicating it has been disabled, and a notification will be sent out to all subscribers.

Restoring a Project

  1. Navigate to the My Projects page.
  2. Click the menu icon next to the project and select Restore.

    Project Disable Button

Alternatively,

  1. Select a project and navigate to the Project Overview tab.
  2. Click the menu icon in the upper right corner and select Restore.

The label indicating the project was disabled will disappear, and a notification will be sent out to all subscribers.

Changing Project Contexts

  1. Click the dropdown menu in the top right corner of the console.

    Project Select Context

  2. Select your desired project. Once selected, the current project will display at all times in the top right corner of the console.

    Project Selected

If you unsubscribe from the project, this display will default to No Current Project.