To connect NOW Privacy to your data you need to set up:
a user who:
belongs to security groups
a data source
Setting up a user
In this section we set up a user, their roles, and their security groups.
If you’re logged in to the NOW Privacy platform, you’re already a user.
To work with data you’ll need to have one or more roles and belong to one or more security groups.
Make sure your permissions are correct
Check your roles and security groups
If you don’t have any roles or you don’t belong to any security groups, contact your System Administrator. You can’t change your own permissions.
If you need to set up new accounts for people to work with data:
Create a user account for them
You can assign roles and security groups when you do this
If you need to assign roles or security groups to existing users
Setting up a dataset
Datasets are logical groups of data sources for display and access control purposes. A dataset takes data from one or more data sources. You can set up as many datasets as you want.
Typical names for datasets might be:
You can create a dataset when you’re creating a data source. Or you can do it now:
From the main menu select Data Sources
It’s below the main menu
Click New Data Set
In the New Data Set dialog, type the name of your dataset
Click Add Data Set
Setting up a data source
Follow our notes on the data source you want to use:
Confused? Don’t worry. Datasets and data sources really are easy to work with. Take a quick look at this example:
You create a dataset called Finance
You create an Office 365 Exchange data source and link it to your Finance dataset
You create a SharePoint data source and link it to Finance too
Now any user who belongs to a security group that can access the Finance dataset can look at data from those two data sources.