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To create a role:

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 Roles tab.

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

   

   The left console pane contains the list of Existing Roles and the icons to create, edit, and delete roles.

3. In the top right corner of the left console pane, click the Create Role icon.

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

   

   The New Role pane includes various role names and permissions to limit access to the following capabilities shown below:

   

   Note: Once the Custom Report is enabled through Server Manager, you can view the Custom Report option with privileges on the New Role page. For more information on enabling the Custom Reports, see Configuring iWay Data Profiler Properties Using the Server Manager Console in the iWay Data Profiler Installation and Configuration Guide.

4. Enter a name in the Role Name field (required) and select the permissions according to your requirements.

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

   A minimum of one privilege must be granted for Data Quality Profile, Compare Profiles, Compare Metrics, and Plan.

   If the Drill-through option is set to Yes, then the user assigned with this role can manage a profile with drill through capabilities. If the Drill-through option is set to No, then the user assigned with this role cannot access a drill-through profile.

   If the Roll up option is set to Yes, then the user assigned with this role can manage a profile with roll up capabilities. If the Roll up option is set to No, then the user assigned with this role cannot access a roll up profile.

   The Allow Folder Locations option (required) allows the user assigned with this role to provide access to other users for viewing their Data Quality Profile, Data Quality Metric, Plan, or Custom Report placed in the respective folders.

   • If Allow Folder Locations is set to Private(Self), then you can only grant permission to yourself for the Profiles/Metrics/Plan/Custom Report you create. You cannot grant permission to Custom(Group) or Public(Everyone) for the Profiles/Metrics/Plan/Custom Report that you create.
   • If Allow Folder Locations is set to Private(Self) and Custom(Group), then you can only grant permission to yourself and your group for the Profiles/Metrics/Plan/Custom Report you create. You cannot grant permission to Public(everyone) for the Profiles/Metrics/Plan/Custom Report that you create.
   • If Allow Folder Locations is set to Private(Self), Custom(Group), and Public(Everyone), then you can grant permission to yourself, your group and Public(everyone) for the folders in Profiles/Metrics/Plan/Custom Report that you create.

   If the Security Center option is set to Yes, then the user assigned with this role can manage users, groups, roles, and folders. If the Security Center option is set to No, then the user assigned with this role cannot manage users, groups, roles, and folders.

5. Click Save.

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

   You are returned to the Manage Roles tab.

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To map the LDAP role:

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 Roles tab.

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

   

   Note: When LDAP User Authentication and LDAP Role Authorization is set to true, the LDAP Role Mapping list is displayed in the left pane below the Existing Roles list.

3. Expand the LDAP Role Mapping list in the left pane.

   The left pane contains the Existing Roles list, LDAP Role Mapping list, and icons to create, edit, and delete roles, as shown in the following image.

   

4. In the upper-right corner of the left pane, click the Create Role icon.

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

   

5. Select a role from the LDAP Role and the Data Profiler Role drop-down lists.
6. Click Save.

   A message is displayed indicating that the selected LDAP role and iDP role has been successfully mapped.

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To edit LDAP role mappings:

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 Roles tab.

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

   

3. In the left pane, expand the LDAP Role Mapping list, select the mapping you want to edit, and then click the Edit Role icon.

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

   

4. Modify the iDP role selections according to your requirements with respect to LDAP role and click Update.

   A message is displayed indicating that the role mapping has been successfully updated.

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To delete LDAP role mappings:

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 Roles tab.

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

   

3. In the left pane, expand the LDAP Role Mapping list, select the mapping you want to delete, and then click the Delete Role icon.

   A confirmation message is displayed.

4. Click OK to delete the selected LDAP role mapping.

   If the role 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 role you are trying to delete is not associated with an existing user, a confirmation message is displayed. When you click OK, the role is removed from the list in the Manage Roles tab.

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

x

To edit a role:

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 Roles tab.

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

   

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

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

   

4. Modify the role settings according to your requirements and click Update.

   For more information on the settings that appear in the Edit Role pane, see How to Create a Role.

   A message is displayed indicating that the role settings have been updated.

   You are returned to the Manage Roles tab.

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To delete a role:

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 Roles tab.

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

   

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

   A confirmation message is displayed.

4. Click OK to delete the role.

   If the role 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 role you are trying to delete is not associated with an existing user, a confirmation message is displayed. When you click OK, the role is removed from the list in the Manage Roles tab.

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