Perform Assure DQ post-deployment tasks - assure_dq - 10.1.0

Assure DQ Server Installation
Product type
Software
Portfolio
Verify
Product family
Assure
Product
Assure DQ
Version
10.1.0
ft:locale
en-US
Product name
Assure DQ, ER, Insight and Perceive
ft:title
Assure DQ Server Installation
Copyright
2025
First publish date
2005
ft:lastEdition
2025-11-28
ft:lastPublication
2025-11-28T07:35:54.959000
L1_Product_Gateway
Verify
L2_Product_Segment
Data Quality
L3_Product_Brand
Precisely Infogix
L4_Investment_Segment
Legacy Infogix DQ
L5_Product_Group
Legacy Infogix DQ
L6_Product_Name
Assure DQ
Product Feature

The following post-deployment tasks pertain to the Assure DQ product. After you complete the tasks in this section, proceed to Perform Common Post-deployment Tasks.

Configure the default security profile

Security profiles control which groups and users can access and modify reusable rules, as well as control definitions, control data, results, and reports for individual control entities and applications.

Important: Immediately after deploying a new instance of Assure DQ, you must replace or modify the default security profile. For security purposes, the default profile for a new installation does not grant permissions to anyone.

For new installations, you can modify the default "permit nobody" profile created at installation time. If you prefer, you can import an existing profile from another instance of Assure DQ. A third option is to import the "permit everyone" profile shipped with the system.

For instructions on how to replace or modify the default security profile, see the following sections:

  • Import the Permit Everyone Default Profile
  • Import an Existing Profile
  • Modify the Default Profile

Import the permit everyone default profile

If appropriate, you can import a permit everyone profile to replace the default permit nobody profile created at installation time for new installations. The IA Default Permit Everyone profile grants all permissions to all users.

Tip: It is suitable for use in development or testing environments where all users generally need access to all rules, control data, results, and reports.

You can import the permit everyone profile from the user interface (see below) or from the command line (see Import from the Command Line).

Import with the User Interface

To import the Permit Everyone profile to replace the default profile in a new Assure DQ instance, complete the following steps:
  1. Log in to the new instance of Assure DQ as a Security Administrator or Superuser.
  2. Security > Profiles

    The system displays the Security Profiles window.

  3. Click Import.
  4. Click Browse and navigate to the ZIP file to import.

    By default, the ZIP file containing the sample profile is located in <install_folder>/Infogix/db/IA/data/security. The ZIP file is named IA Default Permit Everyone.zip.

  5. Select the file to import and click Open.
  6. To proceed with the import, click Import.

Import from the Command Line

If you prefer, you can use the systemimportexport.bat or systemimportexport.sh command line utility to import the Permit Everyone profile. The default location for the utility is <install_folder>/Infogix/server-util/<myConfigName>/IA. The syntax for the utility is shown below: 


systemimportexport [-import or -export] –file <zipfilename> [-username <username> -password <password>] [-proxyusername <proxyusername> -proxypassword <proxypassword>]
  • -import Imports the profile from the ZIP file specified by the -file option.
  • -file Specifies the full path (on UNIX) and the name of the ZIP file containing the profile to export or import.
  • -proxyusername User ID to connect to HTTP proxy server (optional).
Parameter Description
-import Imports the profile from the ZIP file specified by the -file option.
-export Exports the ZIP file specified by the -file option.
-file Specifies the full path (on UNIX) and the name of the ZIP file containing the profile to export or import.
-username User ID to connect to http server (optional).
-password User password to connect to http server (optional).
-proxypassword User password to connect to http proxy server (optional).
-proxyusername User ID to connect to http proxy server (optional).

To import IA Default Permit Everyone.zip, enter a command similar to one of the following examples:

Windows:


systemimportexport -import -file <install_folder>\Infogix\db\IA\data\security\IA Default Permit Everyone.zip

UNIX/Linux:


./systemimportexport.sh -import -file /usr/websph1/<install_folder>/Infogix/db/IA/data/security/IA Default Permit Everyone.zip

Import an existing profile

To replace the default permit nobody profile with an existing profile, export the profile of your choice from an existing Assure DQ instance. Then, import the profile into your new Assure DQ instance.

Export a profile

You can export an existing profile to use as the default in a new instance of Assure DQ. The export function creates a ZIP file for import into other instances of Assure DQ. To export a profile with the user interface, complete the following steps:

  1. Log in to the user interface as a Security Administrator or Superuser.
  2. Security > Profiles
  3. Select the profile to export.
  4. Click Export.
  5. When prompted, specify that you want to save the profile file.
  6. Specify a name and path for the ZIP file and click Save.
  7. When the Download Complete window displays, click Close.

Import a profile

To import an existing profile to use as the default in a new instance of Assure DQ, complete the following steps:

  1. Complete the procedure above for exporting a profile.
  2. Log in to the new instance of Assure DQ as a Security Administrator or Superuser.
  3. Security > Profiles

    The system displays the Security Profiles window.

  4. Click Import.
  5. Click Browse and navigate to the ZIP file to import. The ZIP file is the one created in the export procedure.
  6. Select the file and click Open.
  7. Click Open to see the directory and profile dependencies for the profile, if any.
    Note: Directory dependencies consist of users and groups that do not exist in the target environment but are granted permissions by the profile.
    Note: Profile dependencies are other profiles that do not exist in the target environment that the current profile includes.
  8. To proceed with the import, click Import.
  9. Security > Profiles
  10. Select the profile you just imported.
  11. In the bottom pane on the Details tab, note the ID of the profile.
Note: If the profile ID is 1, the imported profile is now the default profile. If the profile ID is not 1, you must edit the DEFAULT_SECURITY_PROFILE_ID property in the IA.properties file in <install_folder>/Infogix/config/<myConfigName>/IA. Then, run the update-config script in <install_folder>/Infogix/bin to change the default profile.

Modify the default profile

If you import the Permit Everyone profile shipped with Assure DQ, you may need to modify the profile to better match your security requirements. You can also modify the default permit nobody profile created at installation time if you do not want to import a profile.

Warning: Changes to the default profile immediately affect all controls that use the profile.

To modify the default profile, complete the following steps:

  1. Log in to the Assure DQ user interface as a Security Administrator or Superuser.
  2. Security > Profiles

    The system displays the Security Profiles window. The top pane lists all existing profiles.

  3. In the top pane, pick the Assure DQ Default Profile (profile ID 1) or the default profile for your installation.

    The ID of the default profile is specified by the DEFAULT_SECURITYPROFILE_ID property in the IA.properties configuration file.

  4. In the bottom pane, click the Permissions tab.
  5. To grant a permission to all users, select the permission and click Permit Everyone, if the option is available.
  6. To grant a permission to specific groups and users, select the permission and click Edit Groups and Users.
  7. In the top pane, select any users and groups to delete and click Remove.
  8. In the bottom pane, select any users and groups to add and click Apply. Use the Type filter to toggle the list to show groups or users. To filter the list, use the Keyword and Filter By options and click Search.
  9. Click OK to return to the previous window.

Load example controls

The populate-example-db script loads the following control examples into the database:

  • Acme Promotions
  • Sample File Transfer Process
  • Sample Payments Process
Important: Assure DQ must be running when you run the script.

To load the examples, complete the following steps:

  1. Open <install_folder>/Infogix/bin and run the following script:

    For Windows:

    populate-example-db.bat -c <myConfigName> IA

    For UNIX or Linux:

    ./populate-example-db.sh -c <myConfigName> IA
  2. Open <install_folder>/Infogix/logs/<myConfigName>/IA/client and review the <host_name>-igx.log file to verify that the script ran successfully.
Tip: If an error occurs when connecting to the server, verify the HTTP username and password specified for the server utility properties in the appserver.properties file. For more information, see the Properties Guide.

If you have completed all post-deployment tasks that are specific to Assure DQ, proceed to Perform Common Post-deployment Tasks.