Tutorial | Govern roles and permissions

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This tutorial demonstrates how to configure roles and permissions in Dataiku Govern. You’ll start with simple configurations and gradually explore more advanced examples, including blueprint-specific permissions and role inheritance.

Caution

This tutorial is intended for beginners working on a newly installed instance of Dataiku Govern. Any prior modifications to default roles and permissions may result in conflicts or unexpected behavior.

Objectives

By completing this tutorial, you will:

• Use standard roles included with Dataiku Govern.

• Assign roles and permissions to a user and a group.

• Apply Role Assignment Rules for standard and custom roles.

• Configure blueprint-specific and inherited permissions.

Prerequisites

To complete this tutorial, you’ll need:

• A newly installed Dataiku Govern instance (version 12.0 or later).

• A Full Designer or Governance Manager profile.

• Administrator privileges.

Note

Blueprints are part of the Advanced Dataiku Govern license. Familiarity with blueprints is helpful to complete this tutorial. See Introduction to Blueprint Designer for more information.

Create a group

Before dealing with roles and permissions, create some placeholder users and groups to practice on.

Self-managedDataiku Cloud

1. From the waffle () menu of the Design node, select Administration.

2. In the left menu, click Security.

3. Switch to the Groups tab of the panel and select + New Group.

4. Name the group Data_Scientist_YOURINITIALS and click Save. Note that group names must be unique.

Create a user

Next, create a new user and add them to the Data Scientist group.

Self-managedDataiku Cloud

1. Go to the Users tab and select +New User.

2. In the Login field, create a unique ID for your test user.

3. In the Display name field, type Academy User, or something more identifiable.

4. Select your Data Scientist group in the Groups dropdown.

5. Choose your own password for this user.

6. Click Save.

Now begin to assign some roles and permissions!

Assign a default role

In this section, you’ll assign the standard Reader role. This role only grants Read permissions by default, so users won’t be able to create, edit, or delete anything.

Switch to the Govern node by clicking Dataiku Govern from the waffle () menu, and configure roles and permissions.

1. From the waffle () menu, select Roles & Permissions.

2. Navigate to Blueprint-specific settings in the left menu and select Business initiative.

3. Click Create a Role Assignment Rule.

Configure this role assignment rule to assign the Reader role to your user.

1. Select Reader in the Assign role field.

2. In the To users field, find and select your new user.

3. Click Create.

4. In the Permissions tab, make sure that the Reader role has read permissions.

Note

Because Business initiatives are at the top of the Govern item hierarchy, role assignment rules for Business initiatives are inherited by Govern projects, models, model versions, and bundles. Permissions themselves aren’t inherited and must be configured separately if needed.

To understand role assignments better, visit the section defining role assignments of the reference documentation.

Create and assign a new custom role

Dataiku Govern also lets you configure new roles and permissions beyond the built-in standards. Create a new role with specific permissions for your Data Scientist group.

In this case, we want the Data Scientist group to only be able to:

• Read Govern projects

• Read and write Govern bundles

• Read related Dataiku objects

• Read deployment information

This means that we will have to create role assignment rules for the following blueprints:

Blueprint	Permissions
Business initiative	–
Dataiku project	Read
Govern project	Read
Dataiku saved model	–
Govern model	–
Dataiku saved model version	–
Govern model version	–
Dataiku bundle	Read
Govern bundle	Read and Write
Project deployer deployment	Read
Project deployer infrastructure	Read
API deployer deployment	–
API deployer infrastructure	–

Note

If a user isn’t associated to a role assignment rule for a certain blueprint, they will have no permissions for that blueprint. They won’t be able to access it in any way.

Create a custom role

Create a new role to demonstrate custom role configuration.

1. Open the Roles tab in the left menu and click + New Role.

2. Name the role Data Scientist YOURINITIALS. The ID field will populate automatically.

3. Click Create.

Note

Multiple roles can have the same name, but IDs must be unique.

Review default permissions

Now, take a look at the default permissions for your new role.

1. Switch to the Default permissions tab.

2. Verify that the new role has read-only access by default.

Assign the custom role to a group

Now you can assign your new role to the Data Scientist group. Do this by configuring the blueprint-specific settings relevant to your requirements.

1. Navigate to the Blueprint-specific settings tab from the left menu.

2. Open Dataiku project and click Create a Role Assignment Rule.

3. Select the Data Scientist role under Assign role.

4. Choose the Data Scientist group under And/or to groups.

5. Click Create to save this rule.

This assigns the Data Scientist role to the Data Scientist group for Dataiku projects. The assignment itself is inherited by related blueprints, but the permissions for the role must still be explicitly defined in each blueprint.

Configure blueprint-specific permissions

Next, configure the permissions in our blueprint-specific settings.

1. In the same blueprint, open the Permissions tab and click Edit.

2. In your Data Scientist row, check the Read boxes under Artifact permissions and Field permissions.

3. Save your changes.

Repeat these steps to apply rules and read permissions to the following blueprints:

• Govern project

• Project deployer deployment

• Project deployer infrastructure

Define permissions for inherited rules

Because we just created role assignment rules for the Govern project blueprint and the Dataiku project blueprint, those rules were inherited by other blueprints. Let’s add permissions on a couple of blueprints for the inherited rules.

1. From the Blueprint-specific settings tab, open Dataiku bundle.

2. Switch to the Permissions tab and click Edit.

3. In your Data Scientist row, check the Read boxes under Artifact, blueprint and blueprint version permissions and Field permissions.

4. Click Save.

Now apply read and write permissions on Govern bundles.

1. From the Blueprint-specific settings tab, open Govern bundle.

2. Switch to the Permissions tab and click Edit.

3. In your Data Scientist row, check the Read and Write boxes under Artifact, blueprint and blueprint version permissions and Field permissions.

4. Click Save.

Nice work! You have successfully assigned a new role with custom permissions. At this point, your user should have the Data Scientist roles and permissions because they’re part of the Data Scientist group.

Next steps

In this tutorial, you created a group and a user, assigned the standard Reader role, and built a custom role with blueprint-specific permissions.

Next, try testing inheritance by assigning rules to higher-level blueprints and observing how they propagate. You can also create roles for other profiles, such as Project Managers or Reviewers, and experiment with field-level permissions for sensitive data.

See also

Refer to the reference documentation for complete technical details.

For examples of managing Govern roles and permissions programmatically, see the Developer Guide.