Managing Users

In this section:

This section describes how to create, edit, and delete users for iWay Data Profiler.


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Creating Users

Creating a user defines the credentials (user name and password) for the user, which provides authentication to access and interact with iWay Data Profiler.



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Procedure: How to Create a User
  1. Click Security Center, under SECURITY, in the iWay Data Profiler home page.

    The Security Center page appears with the Manage Users tab selected, as shown in the following image.

    Note: The left console pane contains a list of existing users and the icons to create, edit, and delete users.

  2. On the top right corner of the left console pane, click the Create User icon.

    The New User pane opens, as shown in the following image.

    Note: It is recommended to create groups and roles prior to creating a user account so that the Group and Role drop-down lists are populated with values.

    The following table lists and describes the available fields in the New User pane.

    Field

    Description

    User Name*

    The logon name for the user.

    The User Name value must have a minimum of two characters and not exceed 30 characters, and must start and end with alphanumeric characters. It is not case-sensitive.

    Only alphanumeric and special characters, such as periods (.) and underscores (_) are allowed.

    Password*

    The password for the user.

    The Password value must have a minimum of two characters and a maximum of 20 characters. It is case-sensitive.

    Only alphanumeric and special characters, such as periods (.) and underscores (_) are allowed.

    Confirm Password*

    The re-entered password for verification purposes.

    The Password and Confirm Password values must match.

    First Name*

    The first name of the user.

    The First Name value must not exceed 50 characters. Only alphanumeric and special characters, such as periods (.) and underscores (_) are allowed.

    Last Name*

    The last name of the user.

    The Last Name value must not exceed 50 characters. Only alphanumeric and special characters, such as periods (.) and underscores (_) are allowed.

    Group*

    The defined group to which the user belongs.

    Role*

    The defined role of the user.

    Note: An asterisk (*) indicates a required field.

    The following table lists the default users, groups, and roles.

    Default Users

    Default Groups

    Default Roles

    admin

    Corporate

    Admin

    demo

    Corporate

    Technical

    user

    Corporate

    Analytical

  3. Enter your values for all the required fields and click Save.

    A message is displayed indicating that the user has been successfully created.



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Configuring LDAP Security in iWay Data Profiler

This section describes how to configure LDAP security in iWay Data Profiler (iDP). You can run iDP through LDAP using your LDAP server using the following techniques:

This allows you to profile and share company-specific confidential data securely.



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Procedure: How to Create a User With LDAP Credentials (LDAP User Authentication - True)

To create a user with LDAP credentials:

  1. Log on with the LDAP user credentials and click Security Center, under SECURITY, in the iWay Data Profiler home page.

    The Security Center page opens and the Manage Users tab is selected, as shown in the following image.

    The left console pane contains the list of existing users and the icons to create, edit, and delete users.

  2. On the upper-right corner of the left console pane, click the Create User icon.

    The New User pane is displayed, as shown in the following image.

  3. Select a user from the list of LDAP users.

    The user name, last name, and first name of the selected LDAP user is displayed in the corresponding fields.

  4. Select the defined group to which the user belongs.
  5. Select the defined role of the user.

    Note: It is recommended to create groups and roles prior to creating a user account so that the Group and Role drop-down lists are populated with values.

  6. Enter your values for all the required fields and click Save.

    A message is displayed indicating that the user has been successfully created.



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Procedure: How to Create a User With LDAP Credentials (LDAP User Authentication and LDAP Role Authorization - True)

To create a user with LDAP credentials:

  1. Log on with the LDAP user credentials and click Security Center, under SECURITY, in the iWay Data Profiler home page.

    The Security Center page opens and the Manage Users tab is selected, as shown in the following image.

    The left console pane contains the list of existing users and the icons to create, edit, and delete users.

  2. On the top right corner of the left console pane, click the Create User icon.

    The New User pane is displayed, as shown in the following image.

  3. Select a user from the list of LDAP users.

    The user name, last name, and first name of the selected LDAP user is displayed in the corresponding fields.

  4. Select the defined group to which the user belongs.
  5. Select the defined role of the user.

    Note: It is recommended to create groups, roles, and also map the LDAP role with the iDP role created prior to creating a user account, so that the drop-down lists for Group and Role, as well as the LDAP Role field, are populated with values.

  6. Enter your values for all the required fields and click Save.

    A message is displayed indicating that the user has been successfully created.



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Editing LDAP Users (LDAP User Authentication - True)

Editing a user allows you to modify information for a specific user after it has been created.



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Procedure: How to Edit a LDAP User

To edit a LDAP user:

  1. Log on with the LDAP user credentials. Click Security Center, under SECURITY, in the iWay Data Profiler home page.

    The Security Center page opens and the Manage Users tab is selected, as shown in the following image.

  2. In the left console pane, under Existing Users, select the check box that corresponds to the user you want to edit, and then click the Edit User icon at the top right corner of the pane.

    The Edit User pane opens, as shown in the following image.

  3. Modify the user values according to your requirements and click Update.

    Note: While editing a user, you are not allowed to reselect the LDAP user. User Name remains the same. You can only make changes to the Last Name, First Name, Group, and Role.

    A message is displayed indicating that the user information has been updated.

    You are returned to the Manage Users tab.


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Editing Users (LDAP User Authentication and LDAP Role Authorization - True)

Editing a user allows you to modify information for a specific user after it has been created.



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Procedure: How to Edit a LDAP User

To edit a LDAP user:

  1. Log on with the LDAP user credentials. Click Security Center, under SECURITY, in the iWay Data Profiler home page.

    The Security Center page opens and the Manage Users tab is selected, as shown in the following image.

  2. In the left console pane, under Existing Users, select the check box that corresponds to the user you want to edit, and then click the Edit User icon at the top right corner of the pane.

    The Edit User pane opens, as shown in the following image.

  3. Modify the user values according to your requirements and click Update.

    Note: While editing a user, you are not allowed to reselect the LDAP user and Role. The User Name remains the same. You can only make changes to the Last Name, First Name, and Group.

    A message is displayed indicating that the user information has been updated.

    You are returned to the Manage Users tab.


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Editing Users

Editing users allows you to make updates and modifications to users that have been defined in iWay Data Profiler.


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Deleting Users

Deleting a user removes their user account and the associated privileges they had from iWay Data Profiler.



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Procedure: How to Delete a User

To delete a user:

  1. Click Security Center, under SECURITY, in the iWay Data Profiler home page.

    The Security Center page opens and the Manage Users tab is selected, as shown in the following image.

  2. In the left console pane, under Existing Users, select the check box that corresponds to the user you want to delete, and then click the Delete User icon at the top right corner of the pane.

    A confirmation message is displayed.

  3. Click OK to delete the user.

    You can also click Cancel to cancel the delete operation.


iWay Software