Managing Groups

In this section:

This section describes how to create, edit, and delete groups using iWay Data Profiler.


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Creating Groups

Creating a group allows users to be assigned to that group for more convenient, systematic privilege assignment, and organization.

The Folder selection section under the Create Group section allows you to give the Group permission to access the set of custom folders already created through Manage Folders section of iWay Data Profiler. Hence, all the Profiles, Metrics, Plan for Profiles, Plan for Metrics, and Custom Report shared in the custom folders selected are viewable by the users of the Group that is being created.



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Procedure: How to Create a Group

To create a group:

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

    The Security Center page opens, as shown in the following image.

  2. Click the Manage Groups tab.

    The Manage Groups tab opens, as shown in the following image.

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

  3. Click the Create Group icon located on the top right corner of the left console pane.

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

  4. Enter a new name for the group (required) and a brief description (optional).

    Note: The Group Name value is case-sensitive and must not exceed 50 characters. Only alphanumeric characters, spaces, and special characters, such as periods (.) and underscores (_) are allowed. The Group Description value must not exceed 200 characters.

  5. Move the folders which need to be accessed by the group from the All Available Folders Section to Add Folders to Group section.

    Note: A minimum of one folder has to be selected for a Group.

  6. Click Save.

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

    You are returned to the Manage Groups tab.


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Editing Groups

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



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Procedure: How to Edit a Group

To edit a group:

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

    The Security Center page opens, as shown in the following image.

  2. Click the Manage Groups tab.

    The Manage Groups tab opens, as shown in the following image.

  3. In the left console pane, under Existing Groups, select the check box that corresponds to the group you want to edit, and then click the Edit Group icon on the top right corner of the pane.

    The Edit Group pane is displayed, as shown in the following image.

  4. Modify the group values according to your requirements and click Update.

    Note: A minimum of one folder has to be selected for a Group.

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

    You are returned to the Manage Groups tab.


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Deleting Groups

Deleting a group allows you to remove groups from iWay Data Profiler that are no longer required.



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Procedure: How to Delete a Group

To delete a group:

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

    The Security Center page opens, as shown in the following image.

  2. Click the Manage Groups tab.

    The Manage Groups tab opens, as shown in the following image.

  3. In the left console pane, under Existing Groups, select the check box that corresponds to the group you want to delete, and then click the Delete Group icon on the top right corner of the pane.

    A confirmation message is displayed.

  4. Click OK to delete the group.

    If the group you are trying to delete is associated with an existing user, a warning message is displayed with this information and the delete operation is disabled.

    If the group you are trying to delete is not associated with an existing user, a confirmation message is displayed, and the group is removed from the list in the Manage Groups tab.

    Note: You can click Cancel to cancel the delete operation.


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