Add Column Security Definitions

This applies to: Visual Data Discovery

To add column security to restrict the data discovery data source fields that can be viewed or used by the group:

  1. Log into Symphony as a user in a group that has been granted the Administer Sources privilege, or a user in a group that has been granted the Manage Source Permissions privilege and who also has read  permission for the data source.

    If the user name you log in with is also associated with other Symphony accounts, verify that the correct account is selected. See Switch Accounts.

  2. Select the Sources option from the main menu. The Sources page appears.

  3. Locate the data source for which you want to restrict field access and select in the Column column for the data source. The Column Security dialog appears.

  4. Select Add Filter. The Column Security dialog fills with information about the data source you selected.

  5. Specify a name for the column security definition in the Name field. This name will be used to distinguish one column security definition from another in the Column Security dialog.

  6. Optionally, use the Description field to supply a description for the column security definition.

  7. Select Add Groups to select one or more groups to which the column security definition applies. The Add Groups dialog appears.

  8. Select one or more groups for the column security filter. You can search for group names using the search box at the top of the dialog. When you have finished selecting groups, select Apply.

    The groups appear under Assignees on the Column Security dialog. If you want to remove a group from the filter, select next to the group name in the Assignees section.

  9. Select fields in the Fields list to be visible to the members of the selected groups. By default Select All is selected. To restrict the fields visible to group members, clear (uncheck) Select All and manually select fields in the list (Select ALL is automatically unselected when you clear (uncheck) a field in the list). Use the Search bar to search for fields in the list.

    To see only the fields you have selected in the list, select Show selected fields only. To see all fields in the list (including fields you have not selected), clear (uncheck) Show selected fields only.

  10. When you are finished selecting data source fields that can be visible to the groups, select Save to save the column security definition.

  11. Repeat Steps 4-9 to add more column security definitions.

  12. When all column security definition modifications have been made, select Close to close the Column Security dialog.