Getting Started with PostgreSQL

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The how-to guides linked on this page illustrate how to use PostgreSQL with Immuta. See the reference guide for information about the PostgreSQL integration.

1

Connect your technology

These guides provide instructions on getting your data set up in Immuta for the Request and Governance apps.

1. Register your PostgreSQL connection: Using a single setup process, connect PostgreSQL to Immuta. This will register your data objects in Immuta and allow you to start dictating access through access requests or global policies.

2. Organize your data sources into domains and assign domain permissions to accountable teams: Use domains to segment your data and assign responsibilities to the appropriate team members. These domains will then be used to manage permissions for publishing data products, authoring policies, viewing audit and managing identification.

2

Register your users

These guides provide instructions on getting your users set up in Immuta for the Request and Governance apps.

1. Connect an IAM: Bring the IAM your organization already uses and allow Immuta to register your users for you.

2. Map external user IDs to Immuta: Ensure the user IDs in Immuta and your data platform are aligned so that the right policies impact the right users. This step can be completed during initial configuration of your IAM or after it has been connected to Immuta.

3

Start using the Request app

These guides provide instructions on using the Request app for the first time.

1. Set up a request form for your assets: Once you register your data, assets will appear in the Request app where you can attach request forms.

2. Add access request links to your catalog: After you set up request forms, you can put access request links in you catalog for your data consumers to click. This will take them to the Request app to fill out the request form to request access to data.

3. Respond to an access request: To grant access to data, data stewards will respond to the access request.

4

Add data metadata

These guides provide instructions on getting your data metadata set up in Immuta for the Governance app.

1. Connect an external catalog: Bring the external catalog your organization already uses and allow Immuta to continually sync your tags with your data sources for you.

2. Run identification: Identification allows you to automate data tagging using identifiers that detect certain data patterns.

5

Start using the Governance app

These guides provide instructions on using the Governance app for the first time.

1. Author a global subscription policy: Once you add your data metadata to Immuta, you can immediately create policies that utilize your tags and apply to your tables. Subscription policies can be created to dictate access to data sources.

2. Configure audit: Once you have your data sources and users, and policies granting them access, you can set up audit export. This will export the audit logs from policy changes and tagging updates.