- From the menu at the top of the screen, select Admin > Environments.
- To edit an existing environment, select the environment that you want to edit from the list on the left of the screen.
- Ensure that the Details tab is selected.
- Edit the properties as required, then click Save Changes.
The properties on the Details tab enable you to set name, type, security and retention information for the selected environment, as follows:
- Name - Enter a name for the environment.
- Type - Select the environment type. Choose from: Test, Dev or Prod.
- Security Information - Choose how to handle the behavior of environment group assignments from a source environment when promoting or importing to the selected environment. Choose from: Never Create or Update, Always Create or Update, Create but never Update. This allows you to manage one environment group across multiple environments, with the option to have different members in each environment.
- Scheduling Information - Define how to handle scheduling information when promoting or importing to the selected environment. Choose from: Never Create or Update, Always Create or Update, Create but never Update.
- Portal URL - You can configure portal integration to allow users to access Data360 DQ+ through your organization's portal website. For more information, see Configuring portal integration.
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Allow Unmask All for Secure Fields - Select this option to enable the Unmask All Secure Values functionality for use within dashboards, the visualizer, case stores, and data store search screens, for the given environment. Note: Individual users will also need the proper permissions to a secure field, at the field level, in order to be able to use this feature.
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Allow Unmask of Secure Fields in Analysis - Select this option to enable the Unmask All Secure Values functionality for use within an analysis, for the given environment. Note: Individual users will also need the proper permissions to a secure field, at the field level, in order to be able to use this feature.
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Environment Groups - Optionally, select the environment groups to which you want to grant access to the selected environment. All users who are members of a selected group will be granted access to the environment.
If you want to create a new environment group, or edit an existing one, click the Manage Environment Groups button. From the Manage Environment Groups dialog, you can select an existing group to add or remove users or groups, or you can click New Group to create a new environment group.
Tip: A user or a group of users can belong to one or multiple environment groups. For more information, see Managing environment groups. - Retention - An environment's Default Retention Period defines the length of time for which data stages in the environment store data. An environment's Execution History Retention Period defines the length of time that execution history information is retained in an environment's executions section. For more information, see Environment retention.