User Management
User management includes the following:
- Adding User
- Editing User
- Synchronizing User (for LDAP)
NOTE: Option to add or edit user is not available for LDAP authentication.
Following are the steps to perform the user management functions:
- Login to the Infoworks DF with admin credentials.
- Click the Admin menu and click the Users icon. The Users page is displayed.
The Auth Mechanism column displays the type of authentication mechanism for the user. It includes default and LDAP.
For LDAP authentication, the following page is displayed:
Adding User
Following are the steps to add a user:
- In the Users page, click New User. The Add New User page is displayed.
- Enter all the Name, Email ID and Password details.
- Click Save.
For LDAP authentication, perform the following:
- Enter the following details:
Search On: Option to search user in Active Directory (AD) based on the email attribute or login attribute.
Search List: Comma or newline separated list of users to be added from AD.
- Click Save. The user details will be searched on AD and added to the user collection. While adding user, the roles will be automatically assigned. If any user is already available in the Infoworks user collection, the user will be ignored.
Editing User
Following are the steps to edit a user:
- In the Users page, click the user record to be edited. The Edit User page is displayed.
The following table describes the user roles.
| User Role | Description |
|---|---|
| System admin | System administrators are responsible for: · Managing the entire Infoworks deployment · Managing the integration of Infoworks product into the customer environment. Their privileges include: · User management · Workload management · Integration into customer environment (cluster, network, LDAP, etc) · Security and access control integration A named user can be assigned the role of ‘System admin’ at the time of installation. This role assignment for a given user can be modified or additional named users can be attached to this role by the System admin. |
| Database admin | The “database admin” role provides Infoworks users with the ability to manage and schedule data source ingestion tasks in the Infoworks product. A named user can be assigned the role of “database admin” by a user who has System admin role privileges. This role assignment for a user can be modified or additional named users can be attached to this role by the System admin. |
| Data modeler | A data modeler can design, build and manage transformation logic, data models, cubes and design end-to-end workload orchestration using the Infoworks product. This role gives the user privileges to orchestrate the entire end to end data flow from data ingestion to the building of data models and cubes. A named user can be assigned the role of a ‘Data modeler’ by the System admin. This role assignment for a given user can be modified or additional named users can be attached to this role by the System admin. |
| Data analyst | A data analyst can design, build and manage transformation logic, data models, cubes and design end-to-end workload orchestration using the Infoworks DF. This role provides user the privilege to orchestrate the entire end to end data flow from data ingestion to building data models and cubes. A named user can be assigned the role of a ‘Data analyst’ by the System admin. This role assignment for a given user can be modified or additional named users can be attached to this role by the System admin. |
- Modify the required fields and click Save.
NOTE: You can click the Disable Login button to revoke the user. The jobs scheduled by the disabled users get disabled in Infoworks DF.
Synchronizing User
NOTES:
This option is available only for LDAP authentication.
The sync will be performed for all the users added either via AD or Infoworks DF.
- In the Users page, click the Sync Users button. The modified user details will be synchronized and a success message will be displayed.
Disabling Invalid Users
On clicking the Sync Users button, login will be disabled for the user records for which user details or valid roles are not available.
To re-enable the users, perform the following:
- Click the edit icon under the Actions column for the required user.
- Click Enable Login button in the Edit User page that appears.
The jobs scheduled by the disabled users will also be disabled.
User login will be disabled in the following cases:
- user not found in AD,
- any of the required user details not available in AD,
- no valid role found for the user.
Subscriber Management
Infoworks allows you to add subscribers to be notified for specific jobs selected under each component (ingestion, pipeline, and cube).
NOTE: The list of email addresses configured in the Configuration > Notification page will be notified for all jobs.
Adding Subscriber
Following are the steps to add a subscriber:
- Navigate to Admin > Subscribers.
- Click Add New Subscriber.
- Enter all the Name and Email ID.
- You can select Slack and enter the slack details to receive notifications on slack.
- Click Save.