Manage users
For identity and access management, you can manage users in Pentaho Data Catalog from the Manage Your Environment page. You manage users by adding, editing, and removing users, as well as assigning users to roles. You can assign a user to more than one role.
Add a user
Perform the following steps to add a user:
Procedure
From the Users card on the Manage Your Environment page, click Add User.
The Create New User page opens.Enter the information for the user and click Create User.
If you do not want to enable the user at this time, clear the Enable User check box.NoteYou can finish at this point without assigning data sources by clicking Save Changes.Click the Data Sources tab.
The Data Sources tab opens.Click Assign Data Sources.
The Select Scope window opens.Select the data sources you want to assign to the user and click Assign Items.
.When you are finished assigning data sources, click Create User.
Results
Assign a user to a role
Perform the following steps to assign a user to a role:
Procedure
From the Users card on the Manage Your Environment page, click Roles.
The Roles page opens.Locate the role to which you want to assign the user, and click the View Details (>) icon at the end of the row.
The role-specific page opens.Click Assign Users.
The Users window opens.Select the check box for the user or users you want to assign to the role, and click Add.
You are returned to the role-specific page, and the table of assigned users includes the added user or users.Click Save Changes.
Click Close to close the confirmation window.
Results
Assigning a user to multiple roles
You can assign a user to multiple roles. When a user has more than one role, the role access permissions are cumulative, meaning that the user's resulting access is the sum total of each individual role.
For example, user sam is assigned to the roles User Access Administrator, Data Source Administrator, and Business Glossary Administrator. The user sam gets the permissions that have the least restricted access.
See Assign a user to a role for detailed role assignment instructions.
Remove a user from a role
Perform the following steps to remove an assigned user from a role:
Procedure
From the Users card on the Manage Your Environment page, click Roles.
The Roles page opens.Locate the role you want to update, and click the View Details (>) icon at the end of the row.
The role-specific page opens.Locate the user that you want to remove from the role and click the trash can icon at the end of the row.
A confirmation window opens.Click Remove to confirm.
The user is removed from the table of users.Click Save Changes.
Click Close to close the confirmation window.
Results
Edit a user
Procedure
From the Users card on the Manage Your Environment page, click Users.
The Users page opens.Locate the user you want to edit. At the end of the row, click the View Details (>) icon.
The user-specific page opens.Edit the user's details and assigned data sources as necessary.
NoteYou can also reset the user's password from this page.Click Save Changes.
Results
Remove a user
Perform the following steps to remove a user:
Procedure
From the Users card on the Manage Your Environment page, click Users.
The Users page opens.Locate the user you want to remove, and click the View Details icon (>) at the end of the row.
The user-specific page opens.Click Remove User.
A confirmation window opens.Click Remove to confirm.
Results