Setting Up Data Integration Security
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Setting Up Data Integration Security

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Article summary

Here's how you can set up Data Integration Security for a User or User Group:

  1. Navigate to Maintenance > Administration > User & Role Management.
  2. Click the User or User Group tab.
  3. Select a user or user group you wish to give access to Data Integration Security and click the Security Options.
    Note:
    You can also select the security icon from the Security column next to the selected user.
  4. Click Data Integration Security.
    Note:
    You can select the user or user group and proceed with the security settings from this screen as well.
  5. Select one of the following options to assign to the user or user group from the Data Load Rules Access Settings section:
    • All rules (View & Load): This option is suitable for Super Users and Admins who have access to all functionality within the Data Integration module. Allows the user or user group to create new data load processes or update existing ones. Select one of the following options:
      • Create & Edit: The selected user or user group can create data load rules and will have edit privileges for all data load rules
      • Edit: The selected user or user group will only have edit privileges for all data load rules
    • Selected rules (View & Load): This option is suitable for regular users. Allows users or user groups to access restricted data load processes and corresponding translations
      • Selecting the Edit option under this section allows the users to edit only the mapped data load rules. The Unmapped and mapped data load rules information is displayed when selected (see Step 5, below)
      • Select the Unmapped ETL Processes and click the forward arrow to move the process to the Mapped ETL Processes pane, which provides the selected user or user group with access

    Note:
    ETL = Extract, Transform, and Load data from a database, as one process.
    4. Click Save. To set up or edit more users or user groups, select them from the User or User Group pull-down menu and repeat the appropriate above steps.


Important Notes on Data Integration Security

  • Users without edit permission may still upload files, modify the grid on the Select Sample Input File page, and modify all Load Data page selections
  • All functionality on the Data Load Rules page will be disabled for users without edit privileges. The Next button on the Select Sample Input File step takes the user to the Load Data step, bypassing all other pages and selections.
  • For Web Services, users without edit privileges will have access to the Load Data page only
  • For Actual Data Templates, there is a change in behavior, regardless of the option chosen
  • Users without edit privileges may not change the scenario on the Load Data page
  • Access to the Define Data Mapping page will be disabled. This impacts the option of performing a partial data load using the across-columns option. A user without edit access will not be able to map additional columns

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