Creating Users and Assigning Roles

Users are used to grant members of your team access to erwin DI and your projects. While a few users are available by default, you can create users for your organization using the Resource Manager. While you create users, you also assign them roles to define their access-level permissions.

When you upgrade from 11.5 or lower app version, the Business User Portal (BUP) users migrate to the latest erwin DI version as BU user type.

The Administrator user is available by default and you cannot edit or delete this user.

To create users, follow these steps:

  1. Go to Application Menu > Data Catalog > Resource Manager.

    2. By default, the Users tab opens.

  2. Click .

    3. The New User page appears.

  3. Enter appropriate values in the fields. Refer to the following table for field descriptions.

    The fields marked with an asterisk (*) is mandatory.

    4. Field Name

    Description

    Login Type

    Specifies whether the user type is Database, LDAP (Lightweight Directory Access Protocol), SAML (Security Assertion Markup Language), or NON LOGIN.

    For example, Database.

    • Database: Select this option if the user authentication is through the credentials created in the Resource Manager.
    • LDAP: Select this option if the user authentication is through a directory server, such as MS Active Directory, OpenLDAP or OpenDJ.
    • SAML: Select this option if the user authentication is through SAML attributes.
    • NON LOGIN: Select this option if the user is not required to log on to the application.

    User ID*

    Specifies the user name of the user to log on to erwin DI.

    For example, lmichal.

    User Full Name*

    Specifies the user's full name.

    For example, Luqman Michal.

    Password*

    Specifies the password to log on to erwin DI.

    For example, Luqman@1.

    The administrator provides a default password, which can be changed later. The administrator can also enforce a password policy. For more information on enforcing password policy, refer to the Configuring Settings topic.

    Mobile

    Specifies the user's valid mobile number.

    For example, +658374414288.

    Company Title

    Specifies the user's company title or designation.

    For example, Data Administrator.

    Default Role

    Specifies the default role of the user.

    For example, Data Steward_RO.

    Landing Module

    Specifies the landing module for the user.

    For example, Mapping Manager.

    The Landing Module is the first page displayed when a user logs in.

    User Roles*

    Select roles under Available Roles list-box and move them to Assigned Roles list-box using the arrows ( or ). Similarly, to change existing role assignment, select roles under Assigned Roles list-box and move them back to Available Roles list-box using the arrows ( or ).

    For adding a new role under the Available Roles list-box, refer to the Creating Roles topic.

    You can assign the Legacy Data Steward role to a user. This enables you to assign this user as a Data Steward in the Metadata Manager and Reference Data Manager.

    Telephone Number

    Specifies the valid telephone number of the user.

    For example, 1-800-783-7946.

    Email ID*

    Specifies the user's email address.

    For example, l.michal@mauris.edu

    Alternate Telephone Number

    Specifies the user's valid alternate telephone number.

    For example, 1-802-456-7946.

    Manager Name

    Specifies the name of the user's reporting manager.

    For example, John Doe.

    Company

    Specifies the name of the user's company.

    For example, ABC Consulting Services.

    Send Email

    Specifies whether to send email to the user's email ID.

    Select the Send Email check box to send an email notification to the user's email ID. For more information on configuring notifications, refer to the Configuring Notifications topic.

    Theme

    Specifies the theme for the user to set the appearance of erwin DI.

    By default, it is set to erwin (Web Blue).

    Language Preference

    Specifies the language preferred by the user.

    For example, English.

    For more information on language settings, refer to the Configuring Language Settings topic.
    User Type

    Specifies the user type.

    • DI: Indicates the user type is Data Intelligence (DI), and the users have access to DI, and BU modules

    • BU: Indicates that the user type is Business User (BU), and the users have access to BU module

    User Image

    Specifies the physical image file being attached to the user.

    Drag and drop a user's image file or click to select and upload the image file.
  4. Click .

    5. A new user is created and added to the Users list.

Once a user is created, you can configure its access rights with respect to the assets in the Metadata Manager, Mapping Manager, and Business Glossary Manager. After assigning users to projects and mappings, you can view the user activity report and mapping assignments on the User Assignments tab.

You can also manage a user by using the options available on clicking the user. Managing users involves:

  • Editing
  • Deleting
  • Viewing user account activities
  • Viewing users activity history