User Access to Alation Analytics V2

Alation Cloud Service Applies to Alation Cloud Service instances of Alation

Customer Managed Applies to customer-managed instances of Alation

Available from version 2020.3

Important

You are viewing documentation for Classic Alation.

Alation Analytics V2 is a private data source. This means users must be granted access to this data source before they can use it.

Note

Alation Analytics V2 cannot be set to Public. The Public option on the Access tab of the settings is disabled for this data source.

Starting with version 2024.3, access can be granted to both individual users and groups, including built-in, custom, and SCIM groups. In earlier versions, only individual users can be granted access.

Users with the Server Admin, Source Admin, or Catalog Admin roles who are also designated as Data Source Admins for this data source can grant access to other users and groups.

Grant Access to Alation Analytics

To grant access:

  1. Find Alation Analytics V2 in the catalog. You can use Search or click on Data Sources in the left-side navigation to open the Data Sources page and locate it from the list of data sources.

  2. Open the catalog page of Alation Analytics V2.

  3. In the upper-right corner of the page, click the three-dots icon and in the menu that opens, under Manage, click Settings. The Access tab of the data source settings page opens.

    Note

    Server Admins without current access to Alation Analytics can initially grant access to themselves before adding other users and groups. If you attempt to access the settings of a data source you don’t manage, a warning—Edit Your Permissions to Access Settings—will appear after you click on Settings. Click Go to Access in the popup. This action will direct you to the Access tab on the data source settings page. From there, follow the steps to first grant access to yourself.

  1. Find Alation Analytics V2 in the catalog. You can use Search or browse through the Sources page to find it.

  2. Open the catalog page of Alation Analytics V2.

  3. In the upper-right corner of the page, click More and then click Settings. The Access tab of the data source settings page opens.

    Note

    Server Admins without current access to Alation Analytics can initially grant access to themselves before adding other users and groups. If you attempt to access the settings of a data source you don’t manage, a warning—Edit Your Permissions to Access Settings—will appear after you click on Settings. Click Go to Access in the popup. This action will direct you to the Access tab on the data source settings page. From there, follow the steps to first grant access to yourself.

  1. Under the section People, click Add on the right, and in the search widget that opens, start typing a username or a group name. The list will update accordingly. Click the user or group in the list. This user or group will be granted access and added to the Viewers & Data Source Admins table.

    ../../_images/AAV2_AddUsersOrGroups.png

  2. All new users and groups, including Server Admins, are initially added with the access level Viewer. You can change the access level in the Access Level column of the Viewers & Data Source Admins table. For a specific user or group, click the list of options in the Access Level column, and select the access level you want to assign:

    • Data Source Admin—Can manage the data source settings, grant access to users and groups, and query the data source. A database account is automatically created for Data Source Admins to access Alation Analytics.

    • Querier—Can view the extracted metadata on the data source catalog page and query Alation Analytics in Compose. A database account is automatically created for Queriers to access Alation Analytics.

    • Viewer—Can view the extracted metadata on the data source catalog page. They don’t receive an account to query Alation Analytics.

    Note

    If a user belongs to a group with a certain access level and is also granted access as an individual user, the highest access level will be retained. For example, if the user is part of a group with Querier access and is added individually as a Viewer, the higher Querier access level will prevail.

Users with the Querier or Data Source Admin access must create a password for their Alation Analytics account before connecting to the source from Compose.

Set Up Database Account for Alation Analytics V2

Users granted the Querier or Data Source Admin access to Alation Analytics V2 must complete the setup of their Alation Analytics database account before they can query this database in Compose. When a user is assigned the Data Source Admin or the Querier access to Alation Analytics, they receive an email notification from Alation with a link to their user profile page where they can create a password.

Note

For users to receive email notifications, the Email Server must be properly configured.

To set up the database account password:

  1. Follow the link in the data source access email notification. Alternatively, in Alation, click the User icon in the upper right-hand corner and in the list that opens, click Profile Settings to open the Profile Settings page.

    Follow the link in the data source access email notification. Alternatively, in Alation, click the User icon in the upper right-hand corner and in the list that opens, click Account Settings to open the Account Settings page.

  2. Click the DB Connections tab.

  3. Under Alation Analytics Connection, click Create Password to create a new password.

    ../../_images/AAV2_11.png

  4. In the Create Password dialog that appears, provide your new password and click Save. Your database account setup for Alation Analytics is now complete. You can test it by establishing a connection to Alation Analytics in Compose, Alation’s querying tool.

Revoke Access to Alation Analytics

To revoke access to Alation Analytics from a user or group:

  1. Open the settings of the Alation Analytics data source.

  2. On the Access tab, in the Viewers & Data Source Admins table, find the user or group you’re revoking access from. You can use the table filter in the top right corner of the table to find users and groups. Start typing a name in the Filter field, and the Viewers & Data Source Admins table will update accordingly to display the names that match your search string.

  3. For this user or group, click Remove. The corresponding Alation Analytics database account will be removed, and the user or group will no longer have access to the Alation Analytics data source.