Sharing a preparation - Cloud

Talend Cloud Data Preparation User Guide

Version
Cloud
Language
English (United States)
Product
Talend Cloud
Module
Talend Data Preparation
Content
Administration and Monitoring > Managing connections
Data Quality and Preparation > Cleansing data
Data Quality and Preparation > Managing datasets

To make your preparations accessible to the other members of your organization, you can share the folder in which they are located.

Preparations can only be shared via folders and the three possible statuses for folders are the following:

  • means you are Owner of the folder and it has not been shared yet.
  • means you are Owner of the folder and you have shared it with other users, or that it has been shared with you as Owner.
  • means the folder has been shared with you as Editor.

When creating a folder, you are its owner by default. When sharing it, you can decide to give either the Editor or Owner role to other users, with the corresponding rights:

  • A folder Owner can delete, rename and share a folder as well as create sub folders and move preparations.
  • A folder Editor can delete and rename a folder.

The following rules apply regarding ownership and access to a folder:

  • A folder creator receives the Owner role only if he also owns at least one of the parent of this new folder.
  • The Editor or Owner role assigned to other users for a folder can be modified anytime via the sharing window.
  • If a folder Owner decides to stop sharing a folder with other users, they lose all access to its content.

To summarize the previous rules and behaviours, let's take the following example:

  1. User A owns Folder 1, containing preparations and shares it with User B as Editor.

    User B can access and work on preparations contained in Folder 1, but cannot share it to user C, or create sub folders.

  2. User B creates Folder 3 as a sub folder of Folder 2.

    User B is able to share Folder 3 to User C because User B owns both Folder 2 and Folder 3.

  3. User B asks User A to be shared Folder 1 again, but as Owner this time.

    User B can now share Folder 1 to User C as Editor. User C can access and work on preparations contained in Folder 1.

    But if User A decides to remove User B from the list of Owners for Folder 1, User B and User C will lose all access to Folder 1 and the preparations it contains. More generally, if a user decides to stop sharing a folder with you, you lose all access to its content.

Procedure

  1. Click Preparations to open the list of preparations and folders containing preparations.
  2. Point your mouse over the folder you want to share in order to display the available options.
  3. Click the share icon to open the Sharing window.
  4. To share your folder:
    • With one user or one user group: select the group or person's name on the left panel and click the + icon that appears when you hover your mouse cursor over the name in order to add this user as a collaborator.
    • With several users or several user groups at once: select the groups or users on the left panel using Ctrl + Click or Shift + Click then select the role you want to give them in the Add as... list to add these users as collaborators

    User groups must be created beforehand in Talend Cloud Management Console.

  5. To change the collaborators rights on the connection, select the appropriate access level on the list next to their names, namely Editor or Owner.
  6. Click Share.

Results

The selected users or groups have been added to the list of contributors as Editors or Owners and they can now see your folder in the Preparations view. They will be able to edit all the preparations contained in the shared folder, enabling collaborative work. To prevent users from overwriting the work of the others, only one person is able to access the preparation at a time.