As an administrator, you grant access rights to catalog assets using predefined security and data security roles, and steward assignment.
- Security roles determine which actions a user or group can perform on the
catalog assets. There are predefined roles, including Viewer, Editor, Manager and Security
Manager.Note: In addition to assigning the Editor security role, you must add users to the Producers group to have the write access to all features, depending on your license.
- Data security roles apply to data sampling and profiling. There are predefined roles, including Data Viewer and Data Manager.
- Stewards are responsible for objects in the catalog, such as for the definition, purpose and use. They can be assigned to various types of objects, such as glossary categories and terms or database tables. They have at least the Editor security role to work with objects.
The table below describes the actions associated with each type of security roles, data security roles and a steward assignment.
| Actions | Security roles | Data security roles | Steward | ||||
|---|---|---|---|---|---|---|---|
| Viewer | Editor | Manager | Security Manager | Data Viewer | Data Manager | ||
| Security management | |||||||
| Assign security roles on folders and objects | - | - | - |
|
- | - | - |
| Repository management | |||||||
| View the information about a folder or an object from the Repository Manager (such as the import setup and options or the assigned stewards) |
|
- | - | - | - | - | - |
| Edit the information about a folder or an object in the Repository Manager (such as the import setup and options or the assigned stewards or security roles) | - | - |
|
- | - | - | - |
| Create, delete and move a folder or an object | - | - |
|
- | - | - | - |
| Create and delete the versions of an object | - | - |
|
- | - | - | - |
| Edit the information about an object version such as its description | - | - |
|
- | - | - | - |
| Set or unset an object version as the default version or a read-only version | - | - |
|
- | - | - | - |
| Add or remove an object version in a configuration | - | - |
|
- | - | - | - |
| Configuration management | |||||||
| View the information about a folder or an object from the Configuration Manager (such as the import setup and options or the assigned stewards) |
|
- | - | - | - | - | - |
| Edit the information about a folder or an object in the Configuration Manager (such as the import setup and options or the assigned stewards or security roles) | - | - |
|
- | - | - | - |
| Add, remove and replace an object in a configuration and edit its connections (source/target) | - | - |
|
- | - | - | - |
| Build a configuration | - | - |
|
- | - | - | - |
| Publish a configuration or a version of a configuration | - | - |
|
- | - | - | - |
| Catalog assets (such as models or glossaries) | |||||||
| Search for an object |
|
- | - | - | - | - | - |
| View the information about an object from its details page |
|
- | - | - | - | - | - |
| Analyze the data flow or semantic lineage of an object |
|
- | - | - | - | - | - |
| Edit the information of an object in its details page such as its description | - |
|
- | - | - | - | - |
| Customize the presentation of an object details page using personal dashboards |
|
- | - | - | - | - | - |
| Customize a tab in an object details page using personal worksheets |
|
- | - | - | - | - | - |
| Create and share personal collections, dashboards, presentations and worksheets |
|
- | - | - | - | - | - |
| Add and remove labels on an object |
|
- | - | - | - | - | - |
| Add, edit and remove your comments on an object |
|
- | - | - | - | - | - |
| Add, edit and delete your endorsements and warnings on an object |
|
- | - | - | - | - | - |
| Manage the endorsements and warnings on an object | - | - |
|
- | - | - | - |
| Add, edit and delete your certifications on an object | - | - | - | - | - | - |
|
| Add an attachment | - |
|
- | - | - | - | - |
| View audit log |
|
- | - | - | - | - | - |
| Data profiling and sampling | |||||||
| View data profiling/sampling details | - | - | - | - |
|
- | - |
| Run data profiling/sampling | - | - | - | - | - |
|
- |
| Hide profiling/sampling data | - | - | - | - | - |
|
- |
| Glossary workflow | |||||||
| Enable and disable workflow on a glossary | - | - |
|
- | - | - | - |
| Assign workflow roles | - | - |
|
- | - | - | - |
| Semantic mapping and classification | |||||||
| Classify a metadata element (target) with a glossary term (source) or remove a classification | - |
|
- | - | - | - | - |
| Link a metadata element to another using semantic mapping or remove a semantic mapping | - |
|
- | - | - | - | - |