Create and Assign Entity Roles Presented by [Harshit Agrawal] 03/02/2017

Agenda: Need of the Entity Roles Creating and Assigning Access Roles .

Need of the Entity Roles: When a Data Archive user doesn't have access permissions on an Entity, archived into an archive folder in IDV, then that Entity will not be available during Data Discovery operations like Browse Data, Search Data Vault , Manage Retention, Update Retention Policy etc.. on the Archive Folder. To make the Entity visible during Data Discovery operations, it would be required to create Access role for Entity and associate to Data Archive user. Typically it involves following steps: Creating User Defined Access Role Associating Entity to User Defined Access Role Assigning User Defined Access Role to Data Archive User

1- Creating User Defined Access Role Following steps are needed to create the Access Role: Login to Data Archive Web UI Open 'Administration > Manage Roles' menu in Web UI. Select 'New Access Role' option on the top left of the menu. Enter the following details: Role Name: Name of the Access Role Description: Description for the Role Valid From: Date from which the access role will be active.

2- Associate Access Role to Entity Associating Entity to an access role should be done for every entity, which needs to be visible during Data Discovery operations.  One Entity can be associated with multiple access roles, if required. Execute the following steps for associating an Entity to an Access Role: Login to Data Archive Web UI Open 'Administration > Manage Roles' menu in Web UI. Select 'Assign Access Role to Entity' option on the top left of the menu. Enter the following details: Application Version: Select the Name of the Application/Product Family Version (PFV) from the List of Values(LOVs), under which the required Entity resides. Application Module: Select the Name of the Application Module/Schema under the PFV , containing the entity. Entity Name: Select the Name of the Entity, which has to be visible during Data Discovery operations

3- Assign Access Role to Data Archive User Once Access Role has been created and associated with the required entity, access role can be assigned to any of the Data Archive users, who is authorized to perform Data Discovery operations in IDV using Entity. Execute the following steps to assign Access Role to Data Archive user,: Login to Data Archive Web UI Open 'Administration > Manage Users' menu in Web UI. Edit the Data Archive user, who is authorized to use the Entities associated with Access Role for Data Discovery operations. To edit the roles for Data Archive user, editing user must have Security Administrator role or must be Data Archive Admin (amadmin) user Note: Once the process of 'associating Access Roles with Entities' and 'assigning Access Roles to Data Archive user' are completed, corresponding Data Archive user will be able to view the entity during 'Data Discovery' operations like Search Data Vault, Browse Data, Update Retention Policy etc..

DEMO

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