Configure Data Studio

Manage users, configure workflow steps and specify product settings.

System settings

These allow you to customize Data Studio. You can specify:

  • All server settings
  • Communication
  • Data handling
  • Loading
  • Security
  • Storage
  • System

Find out about how to change the database location or add a SSL certificate.

Step settings

Configure certain workflow steps and their behavior.

  • Enable steps
  • Find duplicates
  • Validate addresses
  • Validate emails

Manage users

All users in Data Studio have to have a role assigned to them.

The following roles are available:

  • Consumer
  • Designer and developer
  • Administrator
Capability Consumer Designer and developer Administrator
Access to Data Explorer Yes Yes Yes
Access to Workflow Designer Yes Yes Yes
Access to Monitoring Yes Yes Yes
Access to Configuration Yes
Access to Glossary Yes Yes
Create workflow Yes Yes
Delete workflow Yes Yes
Edit workflow Yes Yes
Execute workflow Yes Yes Yes
Manage Security Yes
Update licenses Yes

To create a new user:

  1. Go to Configuration and click Users.
  2. Click Create a new user.
  3. You have to enter the following:
    • Username (can contain alphanumeric characters and underscores only)
    • Display name (no restrictions)
    • Role (choose from one of the three roles)
    • Enabled (specify whether this user is active, i.e. able to use Data Studio)

You can also group users for easier management by assigning them to teams. Users with the Administrator role will be automatically assigned to the Administrators team, all other users to the Initial group. You can modify this as required.

Authentication mechanism

This is the method of authentication that will be used. The following options are available:

  • Aperture Data Studio internal – use this for users requiring access to Data Studio only, without any additional authentication.
  • LDAP and MS Active Directory (AD) server – use this to allow users to log in with their LAN IDs (fill in the LDAP username field). If this option is not available, go to Configuration > All server settings and enable LDAP properties. Find out how to configure LDAP.

To manage user details, go to Configuration > Users. Right-click on the required user to edit their details/change password or disable them.