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Data owners can apply tags to data sources and data source columns. To add a tag, that tag must have already been created by an Immuta governor.
For other guides related to data sources and tags, see the Related guides section.
Navigate to the Overview tab, scroll to the Tags section, and click Add Tags.
In the resulting pop-up window, search for tags that you want to add to the data source. You can apply multiple tags at once.
Click Add at the bottom of the window.
You can now view the tags that have been applied to this data source in the Overview tab.
Navigate to the Data Dictionary tab.
In the Data Dictionary tab, find the column(s) that you want to tag, and click the Add Tags for that column on the right side of the page.
In the resulting pop-up window, search for tags that you want to add to the column. You can apply multiple tags at once. When complete, Click Add at the bottom of the window.
You can now view the tags that have been applied to this column in the Data Dictionary tab.
For information about data sources and tags, see the following guides:
In addition to adding and managing data source tags as outlined above, data owners can manage data source
The data dictionary provides information about the columns within the data source, including column names and value types.
As a data owner, you can manage data dictionary descriptions, discussions, and column tags. For other guides related to the data dictionary, see the Related guides section.
Navigate to the Data Dictionary tab.
To add or edit column descriptions, click the menu icon in the Actions column next to the entry you want to change and select Edit.
Complete the fields in the form that appears, and then click Save.
Deprecation notice
Support for this feature has been deprecated.
Navigate to the Data Dictionary tab.
Click the talk bubble icon to the right of the definition.
View discussions on the far right side of the Data Dictionary page.
Click Resolved to review any resolved threads or Open to review all open threads.
To reply to an existing thread, click on the comment, type in a reply, and then click the Save button.
To start a new discussion, click New Discussion, type a new comment or question, and click the Save button.
To resolve or delete a thread, click the menu icon and select Mark Resolved or Delete.
A notification will be sent to all subscribers of the data source.
For information about the data dictionary, see the Data sources in Immuta overview.
In addition to managing data dictionary descriptions and discussions as outlined above, you can interact with the data dictionary in the following ways:
Data owners or experts can manage column tags.
Users subscribed to the data source can post and reply to discussion threads by commenting on the data dictionary.
Your outgoing and incoming requests for data source access are consolidated on the requests tab on your user profile page. Similar to notifications, a red dot also displays on the request icon whenever you have pending requests. The sections below guide you through managing these requests.
Navigate to your Profile page, and then click the Requests tab. The names of the users who have submitted requests are displayed in the left pane. Once a user is selected, the corresponding pending requests are displayed on the right.
To view more information about the request, click the Details button in the Actions column of a request.
Click the Approve or Deny button in the Actions column of the request.
To approve or deny multiple access requests simultaneously,
Navigate to your Profile page, and then click the Requests tab.
Select the checkbox next to each request you want to address, and then click the Approve Selected or Deny Selected button.
If users make an unmask request, a tasks tab will appear on the data source overview page for the user making the request and the user receiving the request. From this tab, users can view and manage two different task views:
Your Created Tasks: This page lists the status and information of the unmask requests you've submitted.
Tasks For You: This page lists the status and information of the unmask requests that have been submitted to you.
To complete a task,
Navigate to the Tasks tab from the Data Source Overview page, and then click the toggle at the top of the page to Tasks For You.
Click the Unmask Values icon in the Actions column of the task.
A dialog box will appear with the masked and unmasked value. Note: You can view information about this request, including the reason for the request and the date is was created, by clicking the Task Info button in the Actions column.
To delete a task,
Navigate to the Tasks tab from the Data Source Overview page, and then click the toggle at the top of the page to Tasks For You.
Click Delete Task in the Actions column of the relevant task.
For information about data sources see the Data sources in Immuta overview.
In addition to managing data source requests as outlined above, data owners can manage data source
In addition to creating and managing data sources, data owners can add and manage data source members manually. While this is supported, it is not recommended and instead it is much more scalable to manage user access through subscription policies
For other guides related to data source members and management, see the Related guides section.
Navigate to the data source and click the Members tab.
Click Add Members and enter the group name or username.
Select their Role:
Subscriber: The role can have read or write access to the table. This role is only available if there are read access policies on the data source.
Owner: The role can manage data source members and policies and have read or write access to the table.
Expert: The role can manage the data dictionary descriptions and have read or write access to the table. This role is only available if there are read access policies on the data source.
You can also opt to specify an expiration date for when the user’s access should expire.
Select Read or Write from the Access Grant dropdown. This option is only available if write policies have been enabled.
Click Add.
Search by tag name, column name, global policy, or connection string in the search box in the top left corner of the console. After selecting from the dropdown menu, you will automatically navigate to the Search page, where all relevant data sources will appear.
Select the data sources you want to add users to by clicking the checkbox next to the data source.
Click the dropdown menu in the top right corner of the results page and select Add Users.
In the modal, type the user name or group name in the Enter User Name or Group Name field and select the user or group you would like to add from the dropdown menu.
Opt to set an Expiration for the users' subscriptions. Additionally, you can change the role from Subscriber to Expert or Owner for the users or groups using the dropdown menu in the Actions column.
Click Add. All users and groups will be added to the data sources you selected.
As a data owner, you can limit the amount of time a user or group has access to your data source by setting an access expiration date.
Navigate to the Members tab.
Adjust the number of days under the Expires column for the user/group whose access you want to limit (the limit is counting from today, so users/groups with 0 days left means their access will be revoked by the end of today and users with 1 day left means their access will be revoked by the end of tomorrow).
Save your changes.
To remove the limit (or set the limit to Never), delete the number from the field and save your changes.
Navigate to the Members tab.
Click the drop-down arrow under the Role column next to the user/group whose role you’d like to change.
Select another role (subscribed, expert, owner or ingest user, if applicable).
Notifications about the change will be sent to the affected users and groups (as well as alternative Owners).
Navigate to the Members tab.
Click the Name of the user or group whose history you want to review.
As a data owner, you can deny access to any users or groups at any time.
Navigate to the Members tab.
To remove a user or group from a data source, click Deny in the Actions column next to the user or group you want to remove.
Complete the Deny Access form, including a reason for revoking the access.
This action will immediately update users' or groups' subscription status, and they will no longer have any access to the data source. Notifications will be sent to the affected users (as well as alternative data owners) informing them of the change in subscription status.
For information about data source members and subscriptions, see the data source user roles section.
In addition to adding and managing data source members as outlined above, data owners can manage data source
As a data owner, you can edit your data source settings and disable, delete, and re-enable a data source.
For other guides related to data source members and management, see the Related guides section.
Navigate to the Overview tab.
Click the menu icon in the upper right corner of the page and select Edit.
Change your settings in the data source workflow.
Note: Some settings cannot be changed once the data source has been created. In these cases, simply create a new data source with the new settings.
When completed, navigate to the end of the workflow and click Save.
Note: Some data sources may require the data owner to reconnect to the remote database before any changes to the data source can be saved.
For information on specific settings, see the Create a data source guide.
Data owners can bulk edit data sources that contain the same connection information.
Navigate to the Data Source Overview page and click the hyperlinked Parent Server text, or type the connection string in the search box in the top left of the UI and select your connection string from the list of auto-completed results.
All data sources created from this parent server will display in the center pane.
Select the data sources you would like to edit by clicking the checkbox next to each data source.
Click the Bulk Actions menu and select the change you would like to make from the dropdown menu.
Confirm your edits by following the prompts in the modals that appear.
Disabling a data source hides it and its data from all users except the data owner. While in this state, the data source will display as disabled in the console for the data owner(s) and other users will not be able to see it at all.
Navigate to the Overview tab.
Click on the menu icon in the upper right corner and select Disable.
A label will appear next to the data source indicating it is now disabled, and a notification will be sent to all users of the data source informing them that the data source has been disabled.
Navigate to the Overview tab.
Click on the menu icon in the upper right corner and select Enable.
A notification will be sent out to all users of the data source informing them that the data source has been enabled.
Deleting a data source permanently removes it from Immuta. Data sources must first be disabled before they can be deleted.
Navigate to the Overview tab and click the menu icon and select Delete.
Confirm that the data source should be deleted by clicking Delete.
A notification will be sent out to all users of the data source informing them that the data source has been deleted.
For information about data sources and policies, see the following guides:
In addition to adding and managing data source settings as outlined above, data owners can manage data source