Organizations
An organization provides a separate workspace and policy regime for a group of users. Creating multiple organizations allows multiple, independent collections of users to be hosted in a single Data Hub instance, reducing hardware costs.
Simple installations of Data Hub use only a single organization (called the Default Organization).
Multiple organizations are often created when each company in a corporate group requires a separate workspace, but the group shares a single instance of Data Hub. Another popular strategy is to create a training or development organization separate from the company's day-to-day organization.
Users can log in to and experiment in the training organization without fear of affecting the company's production resources.
Roles
Two types of roles are available in Data Hub:
Global. Applies to the Global policy only.
Organizational. Applies to a specific organization within the Data Hub installation.
For on-premises installations, there is one global role: System Administrator.
Organizations, workspaces, and policies
Each organization has two parts:
A workspace containing a Public folder, personal folders, sub-folders, and resources that the organization's users can access.
A policy, which maps selected users and groups to appropriate roles. The policy controls which users or groups of users can perform particular operations, such as save and delete, on particular resources.
The exception to this structure is the Global organization, which has no workspace – just a policy that is used solely to assign the System Administrator role. Because it contains only a policy, the Global organization is often referred to as the Global policy.
Users with access to the organization can work with its workspace by creating, editing, and deleting folders and other resources using Data Hub.
System Administrators may create and delete organizations, using the Settings / Organizations tab.
System administrators and organization administrators can manipulate the organization's policy in various ways using screens in the Settings tab.
System administrators and organization administrators can assign other users to roles, such as Full Designer or Consumer, within an organization's policy. A user with a role may then log in to Data Hub as a member of that organization. A user may be assigned a role in more than one organization, in which case they have the ability to switch between organizations.
Organization behavior
When using organizations, the following information should be considered:
Once separate organizations are created, resources, such as cube server connections, dashboards, and analyses, are not shared between them. This means that resources created in one organization's workspace cannot be viewed in another.
Note
Despite being in separate organizations and no longer shared, resources can be moved between organizations by exporting them from one organization and importing them into another organization.
If they have access to more than one organization, users may change their active organization using the Active Organization drop-down list, on the on the Settings / My Profile tab. When changing organizations, any unsaved resources will be lost.
Note
If no Active Organization drop-down list is displayed for a user (on the My Profile tab), that user has access to only one organization.
The user's active organization determines the workspace the user can see and the permissions that are used.
Organization access
The accessibility to different organizations for each user type is described below:
System Administrator users automatically have access to all organizations and can change between organizations via the Edit User Profile link on the Settings tab. They can also view, add, and delete organizations via the Organizations link on the Settings tab.
Administrator, Full Designer, Report Designer, Analyst, and Consumer users can operate within any of the organizations to which they have access (if they are assigned to multiple organizations), and can change between organizations via the Edit User Profile link on the Settings tab.
Most non-administrator users will have access to only one organization.
Automatically created organizations
Two organizations are automatically created when Data Hub is installed:
Default Organization - Users may be assigned roles in this organization. In many smaller installations, this organization is all that is needed.
Global - This organization (usually known as the global policy) is used solely to assign the System Administrator role.
Note
The Global policy appears in the Organizations drop-down on the Users and Groups tab.