September 12-14, 2018 Raleigh, NC

Teams & User Access Governing Your Data

Agenda Data Governance Users & Teams Ownership & Sharing Collaboration Q&A

Data Governance Single source of truth Controlled access and functionality Traceability Data Quality Transparency (ownership) Collaboration

Users and Teams Define ownership Share content Control access to sensitive information

Users Two types Sources Normal Super User = Administrator equivalent Local LDAP/Active Directory Copied into Informer SAML (SSO) External (Plugin)

Teams Functional grouping of users Sources Members have a role Local LDAP/AD Copied into Informer External (plugin) Members have a role

Membership Roles Member Designer Data Wizard Publisher Admin Each role builds on the previous

Member Role Consumers only Cannot create new content Can use Discover, Pivot Tables

Designer Role Create content from available Datasets Upload spreadsheets as Datasets

Data Wizard Create Datasets from Datasources

Publisher Role Share Team-owned content Edit Team-owned Datasets Data Governance- content verification

Admin Role Manage Team Members Create Datasources Share Team-owned Datasources

Ownership & Sharing Ownership Sharing User or team can be owners Team ownership adds credibility User-owned = owner can modify owned content Team-owned = Role defines who can modify Sharing Can only share to Teams Role defines what User can do Read-only

Sharing Datasources Sharing controls access for creating Datasets and Ad-hoc Queries Does not affect access to shared Datasets Control who sees Restricted Fields

Restricted Fields Control access to sensitive data Hides in query designer Note: Does not remove from Datasets until refreshed by restricted Team Whoever shares the Dataset has the onus to ensure that there is no sensitive data, or the recipients should be allowed to see the sensitive data.

Access To Restricted Fields

Mapping Sets Logical grouping of Mappings

Mapping Sets Define access to restricted fields in each set

Sharing Datasets Do not need access to underlying Datasource View all records or a filtered subset Granted access to the data within the Dataset. Team role controls what you can do with the data.

Sharing Reports Allows teams to use existing Reports

Sharing Ad-Hoc Queries Does not share data Informer 4 Report Must also share Datasource

Collaboration

Collaboration Work together to build content

Collaboration Add comments to content

Collaboration News Feed shows all comments and activity This will continue to evolve with Informer.

Thank you! Any questions?