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Data Owner FAQs

For detailed instructions and information for each question, click on the links provided to redirect to the corresponding section in our Documentation.

What is a data source?

A data source is a virtual representation of data, which is exposed by Immuta according to settings created by Data Owners. These settings enable data to be accessed in a consistent manner across analytics and visualization tools.

How do I create a data source?

Method 1

  1. Click the (+) icon in the lower left corner of Immuta.
  2. Click the Data Sources icon.
  3. Follow instructions for query-backed data sources or object-backed data sources, depending on your chosen storage technology.

Method 2

  1. Navigate to the My Data Sources page.
  2. Click on the Add Data Sources button.
  3. Follow instructions for >query-backed data sources or object-backed data sources, depending on your chosen storage technology.

How do I search for a data source?

A list of available data sources is provided in Immuta's Web UI. Users can search for data sources by keyword, tag, organization and category in the search bar in the top left corner.

How do I disable a data source?

Disabling a data source essentially hides it from all users except Data Owners.

To disable a data source, navigate to the Data Source Overview page, click on the menu icon in the upper right corner, and select Disable.

After disabling a data source, Data Owners may choose to Restore or Delete the data source.

How do I manage user roles?

Data Owners can manage user roles by clicking the Manage tab on the Data Source Overview page.

What are projects, and why should I use them?

Projects enable users to discuss their work, collaborate on data analysis, and link multiple data sources. Projects can be created by users who are interested in efficiently and logically organizing their work (Data Consumers) or users who are interested in restricting how their data is used (Data Owners).

What are Global policies?

Video Tutorial: Global Policy Using Data Attributes

Video Tutorial: Global Policy Using User Attributes

Created by Governors, Global policies define how users can access all data sources across an organization. These policies can be applied to all data sources in Immuta or to specific data sources that contain tags defined by the Governor.

What are Local policies?

Video Tutorial: Local Policy Using Data Attributes

Video Tutorial: Local Policy Using User Attributes

Created by Data Owners or Governors, Local policies define how users can access specific data sources within an organization.

How do I build policies?

Policies can be built using two methods:

  1. Immuta UI Policy Builder
  2. Custom Policy Handlers

Click one of the links above for detailed instructions.

Are any additional audit tools included with Immuta?

Immuta provides a detailed audit record of all user activity in the Immuta UI and query activity through Immuta's data access patterns. A basic UI is available for Audit Log analysis. However, most customers forward audit records to an enterprise system for monitoring, analysis, and visualization.

How do I run an audit log?

Video Tutorial: Access Audit Logs

Immuta gives users with the Audit permission access to all of these logs through the Audit page. To view all of the audit logs, click on the Audit icon in the left side panel. To filter results, follow the instructions provided in the link above.

Are Immuta Query Engine results cached?

The product only caches in our Virtual Filesystem, which provides a way to expose unstructured blob data from file servers and enforce coarse-grained controls.

How do I connect to the Immuta Query Engine?

To connect to the Query Engine, each user must create SQL credentials:

  • Click the SQL Credentials tab at the top of your user profile page.
  • Enter a username and password.
  • Click the Create button.

The connection string that is created after completing these steps can be used to connect your BI tool to the Immuta database, where all the data sources you have access to will be available as tables.

You can view your SQL credentials any time by returning to this tab.

How do I get API key credentials?

API keys can be accessed by clicking the API Key tab on your user profile page. API keys provide a secure way to communicate with the Immuta REST API without requiring the username and password. Each key can be revoked and new ones generated at any time. Once a key is revoked, it can no longer be used to access the REST API.