Manage Personas

Overview

Personas are a feature that allows users to concentrate on models and objects that are most relevant to them. Administrators can create and share these personas which are then assigned to users. Users may then choose from a list of available personae or All Objects (none). The pick list is available just to the left of the Search text box, in the right side of the header.

This functionality gives administrators a powerful tool to personalize and tailor users' search and browsing experience, enhancing focus and relevance.

Administrators manage Personas on the Manage / Personas page. This page shows the list of Personas and allows adding, editing, and deleting them. A Persona has:

• Unique name

• Definition

• Scope MQL query

• List of users and groups to which it applies.

The page can help troubleshoot a user's assigned personas and show them using an ordered list, with the first item showing the default Persona.

The lineage functionality may include objects outside the (deprecated) Search View scope. These objects will be fully accessible in the lineage UI, including their details and the option to open them, but they will not appear in the Object Explorer.

Administrators manage Personas on the Manage / Personas page. This page shows the list of Personas and allows adding, editing, and deleting them. A Persona has a

• Unique name,

• Definition,

• Scope MQL query, and

• List of users and user groups to which it applies.

The page can help troubleshoot a user's assigned personas and show them using an ordered list, with the first item showing the default persona.

Usage

Steps

1. Sign in as a user with at least the Application Administrator capability global role assignment.

2. Go to MANAGE > Personas.

3. You may Create a new persona or select and Delete an existing one, or select and edit the settings of one.

4. Once selected for editing, you may specify:

   • NAME the name that will be shown in the persona list pull-down

   • DEFINITION the text that shows as a tool tip in the persona list pull-down

   • USERS set of users and/or groups who will see this persona in the persona list pull-down

   • CONFIGURATIONS set of configurations where one will see this persona in the persona list pull-down

   • Search Settings Metadata Query Language (MQL) search string that defines the object filter for the persona. I.e., it identifies what objects will be shown in search and browse when that persona is in effect

• Explorer Setting:

• CATEGORY SHORTCUTS set of Categories that one will see as category entries in the OBJECTS > Explore panel

• DEFAULT HIERARCHY TYPE hierarchy type to be selected by default and thus presented in OBJECTS > EXPLORE.

• None – Flat List

• Configuration – Logical Configuration organization

• Repository – Repository tree organization.

887. Click SAVE

Example

Sign in as Administrator Go to MANAGE > Personas

Select Data Inventory.

As you can see, we have Everyone and Data Users as the groups which can pick this persona. Of course, having Data Users is redundant here, but it does not matter.

In addition, in Search Settings, click EDIT:

And you can see all the results that are included in this persona, which are table and view plus column and field type objects.

Click CANCEL.

As the Data Inventory is assigned to the group Everyone, any user will see it in their persona pick list.

You may see the results of that selection in these two locations:

• In Explore / Objects when browsing for an object

• In Search / Worksheets when using the search or a worksheet.