Manage groups - Data360_Analyze - Latest

Data360 Analyze Server Help

Product type
Software
Portfolio
Verify
Product family
Data360
Product
Data360 Analyze
Version
Latest
Language
English
Product name
Data360 Analyze
Title
Data360 Analyze Server Help
Copyright
2024
First publish date
2016
Last updated
2024-11-28
Published on
2024-11-28T15:26:57.181000

Users with the role of Administrator can view and manage imported and local groups in the Data360 Analyze Directory.

See:

Create local groups

  1. Click the Create button.
  2. Select Group.

    The Create New Group dialog opens.

  3. Type a Name and select a Role for the group.

    You can assign one or more roles to a group, see User roles.

  4. If you are using SAML2 SSO, in the Attributes field enter the attributes that you specified in the User Lookup Query property when establishing the SAML connection, see Example.

    If the group membership is managed by SAML SSO, select SSO Managed. This will prevent the Data360 Analyze administrator from managing group memberships for this group in Data360 Analyze. The SSO Managed checkbox can only be set on group creation.

  5. Select a user and click the left arrow button to add them to the group. Use the right arrow button to move users out of the group.
    Note: All users that belong to a group receive the feature access rights of both their user role and the group role.
  6. When you have finished adding / removing users from the group, click Done.

    The new group is created.

Tip: By creating a local group, you can easily group imported and local users together.

View and edit groups

Tip: When a group is imported from LDAP/AD, any imported users who were members of the group in the source system will be assigned to the group in Data360 Analyze. You can edit the user role that is assigned to an imported group, which applies to all imported and locally-added users who are members of the group. Note that although you can edit the user role of an imported group, you cannot edit the name of an imported group in Data360 Analyze.
  1. From the folders panel, select Groups.

    A list of all groups is displayed in the center of the screen. The first group in the list is selected by default.

  2. Select a group from the list.

    Further information about the selected group is displayed in the Details panel.

  3. From the Details panel, click the Edit button.

    The Edit Group dialog opens.

  4. Edit the group details, as required.

Delete local groups

Tip: The delete option is not available for groups that have been imported from an external system.
  1. From the folders panel, select Groups.

    A list of all users is displayed in the center of the screen. The first group in the list is selected by default.

  2. Select a group from the list.

    Further information about the selected group is displayed in the Details panel.

  3. From the Details panel, click the Delete button.

    The Delete Group dialog opens.

  4. Click Delete to confirm that you wish to delete the selected group.