1. Informer 5 Teams and Security Collaborate on, Secure, and Share Content
PRESENTER: Tim Nicholson| Director, Informer Customer Services| April 21, 2017

2. Agenda
Users & Teams
Ownership & Sharing
Collaboration
Q&A

3. Users and Teams Define ownership Share content
Control access to sensitive information

4. Users Two types Sources Normal Super User = Administrator equivalent
Local
LDAP/Active Directory
Copied into Informer
External (Plugin)

5. Teams Functional grouping of users Sources Members have a role Local
LDAP/AD
Copied to Informer
External (plugin)
Members have a role

6. Membership Roles Member Designer Data Wizard Publisher Admin
Each role builds on the previous

7. Member Role Consumers only Cannot create new content
Can use Discover, Pivot Tables

8. Designer Role Create content from available Datasets
Upload spreadsheets as Datasets

9. Data Wizard
Create Datasets from Datasources

10. Publisher Role Share Team-owned content Edit Team-owned Datasets
Data Governance- content verification

11. Admin Role Manage Team Members Add a Datasource to the Team
Share Team-owned Datasources

12. Ownership & Sharing Ownership Sharing User or team can be owners
Team ownership adds credibility
User-owned = owner can modify owned content
Team-owned = Role defines who can modify
Sharing
Can only share to Teams
Role defines what User can do
Read-only

13. Sharing Datasources
Sharing controls access for creating Datasets and Ad-hoc Queries
Does not affect access to shared Datasets
Control who sees Restricted Fields

14. Restricted Fields Control access to sensitive data
Hides in query designer
Note: Does not hide in Datasets
Whoever shares the Dataset has the onus to ensure that there is no sensitive data, or the recipients should be allowed to see the sensitive data.

15. Access To Restricted Fields

16. Mapping Sets
Logical grouping of Mappings

17. Mapping Sets
Define access to restricted fields in each set

18. Sharing Datasets Do not need access to underlying Datasource
View all records or a filtered subset
Granted access to the data within the Dataset.
Team role controls what you can do with the data.

19. Sharing Reports
Allows teams to use existing Reports

20. Sharing Ad-Hoc Queries
Does not share data
Informer 4 Report

21. Collaboration

22. Collaboration
Work together to build content

23. Collaboration News Feed shows all comments and activity
This will continue to evolve with Informer.

24. Data Governance Single source of truth
Controlled access and functionality
Traceability
Data Quality
Transparency (ownership)
Collaboration

25. Thank you! Any questions?