1. September 12-14, 2018
Raleigh, NC

2. Teams & User Access
Governing Your Data

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

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

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

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

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

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

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

10. Designer Role Create content from available Datasets
Upload spreadsheets as Datasets

11. Data Wizard
Create Datasets from Datasources

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

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

14. 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

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

16. 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.

17. Access To Restricted Fields

18. Mapping Sets
Logical grouping of Mappings

19. Mapping Sets
Define access to restricted fields in each set

20. 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.

21. Sharing Reports
Allows teams to use existing Reports

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

23. Collaboration

24. Collaboration
Work together to build content

25. Collaboration
Add comments to content

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

27. Thank you! Any questions?