Configure Users and Groups

The Designer Cloud Powered by Trifacta® platform can be configured to support the use of groups for users. 

Limitations: 

• Group definitions must be pulled in from LDAP through a supported SSO integration. 
  
  • You cannot create and manage groups from within the product.
  • You cannot import groups from other identity providers. 
• Supported SSO integrations:
  • Configure SSO for AD-LDAP - platform native method
• Untested SSO integrations:
  • Configure SSO for AD-LDAP - reverse proxy method
  • Configure SSO for SAML

• • Configure SSO for Azure AD

• In this release, groups apply only to the sharing of connections and flows.

Enable

Enable and configure SSO

You must enable and configure one of the supported SSO integration methods. 

Configure platform

Please review and set the following platform settings.

Steps:

1. You can apply this change through the Admin Settings Page (recommended) or trifacta-conf.json. For more information, see Platform Configuration Methods.

2. Locate the following settings and apply values as needed:
   
   

   Setting	Description
   "feature.groups.enabled"	Set this value to true to enable use of LDAP groups in the platform.
   "feature.groups.mapping.groupName"	Set this value to the LDAP search result parameter containing the value to be used as the name of a group in the Designer Cloud application. This value must have unique values, since groups in the Designer Cloud Powered by Trifacta platform must have unique names. Tip: "cn" is a good choice.
   "feature.groups.ldapServers"	An array of parameters, listing LDAP servers to use for synching of groups
   "feature.groups.defaultGroupFilters"	You must provide at least one search filter string to use to query the LDAP servers for groups. The following example searches for all groups named foo and bar: ["(ou=foo)", "(ou=bar)"] Notes: A search filter doesn't need to use the ou parameter. Any valid LDAP search filter can be used. Each search filter must include parentheses at the beginning and the end. Each filter string is expected to return a single item. If the search results include multiple items, only the first item is used. If this value is empty, no groups are synched.

3. Save your changes and restart the platform.

Create users

All users must be created in the Designer Cloud Powered by Trifacta platform. 

• See Manage Users.
• For more information on creating users via API, see API People Create v4.

Synching:

After the platform users and groups have been synched with the LDAP identity provider:

• Any objects shared to a group are shared to individual users of the group as collaborators. 

• If an LDAP user has no corresponding Designer Cloud Powered by Trifacta platform user at the time of synching, the platform user is automatically added to the group and inherits the group's permissions when the account is created.

  NOTE: If a Designer Cloud Powered by Trifacta platform user is removed from an LDAP group, the user remains a member of the platform group until groups are synched again. When groups are synched, the user is removed from the group and loses access to any objects shared with the group.

Sync Users and Groups via API

You can use the following endpoint to sync the platform with the configured LDAP servers for their groups.

{
    "data": [
        {
            "ldap": "LDAP://www.ldap.example.com",
            "updatedGroups": [
                {
                    "id": 55,
                    "members": [
                        {
                            "id": 94,
                            "email": "guest1@example.com",
                            "name": "Guest Number One"
                        },
                        {
                            "id": 95,
                            "email": "guest2@example.com",
                            "name": "guest2 NumberTwo"
                        }
                    ],
                    "name": "deptGRP1"
                }
            ],
            "deletedGroups": [
                {
                    "id": 54,
                    "name": "deptGRP2"
                }
            ]
        }
    ]
}

cURL example:

• The backslash \ character indicates that the line continues on the following line.
• The following example references the use of an API token generated for the admin user. For more information, see Manage API Access Tokens.

curl -X POST \
  http://www.example.com:3005/v4/groups/syncGroups \
  -H 'authorization: Basic <auth_token>' \
  -H 'cache-control: no-cache'

Testing - Share Flows and Connections

• Flows: You can share a flow to an imported group like you share with individual users. For more information, see Share Flow Dialog.
• Connections: You can share your connection to an imported group. For more information, see Share Connection Window.