Permissions

Where to find it in the menu

The screens described on this page are located under Settings > Access & Permissions (formerly Administration): Users, User Templates and Authorizations. When you hover over a renamed menu entry, a "Formerly: …" tooltip reminds you of its previous label.

Interface currently being updated

Most screenshots on this page show the version 2.0.0 interface. A few screenshots still reflect the previous interface (creating a user with internal authentication, profile menu and Security tab, DTS permission row and edit pop-up): these screens may visually differ from what is shown here.

Introduction

This manual is intended to guide the reader through the following operations:

• Description of the user creation and permission-granting process
• Creating and updating a new user
• Granting a user permissions to features

These actions are performed through the Settings > Access & Permissions menu (formerly Administration) of the platform.

Overview

General workflow

A user's permissions grant or revoke access to Orkestra's features.

These permissions can be granted at a highly aggregated level, or acted upon at the finest level of granularity — namely, at the Module level for Data Fabrik, and at the Tag level for Data Shop.

They can be summarized as follows:

Managing a User

Creating a User

Creating a user is done in two steps:

• Creation
  • Procedure for authentication using an SSO (single sign-on) protocol such as SAML2 or OIDC, or using the LDAP protocol — i.e., connected to the company's identity provider.
  • Procedure for so-called "internal" authentication, i.e., not connected to the company's identity provider.
• Granting permissions

How Single Sign-On (SSO – SAML2 or OIDC) Works

Allows users to log in to the Orkestra platform using their corporate account, without having to manage a password specific to the platform.

Single sign-on (SSO) relies on either the SAML2 protocol or the OIDC protocol, and integrates with the company's existing identity system (Active Directory, Azure AD, etc.).

General Principle

When a user accesses the Orkestra platform:

1. They are redirected to their company's identity provider (Identity Provider – IdP).
2. The IdP authenticates the user according to internal security rules (password policy, etc.).
3. The IdP returns a signed assertion to Orkestra, confirming the user's identity.
4. Orkestra creates or updates the user's session according to the rights associated with their account.

The user is thus automatically logged in to Orkestra, without having to re-enter their credentials.

Technical Configuration

Enabling SAML2 requires the following elements:

Element	Description
Valid X.509 certificate	Used to sign and validate SAML exchanges between Orkestra and the IdP.
IdP metadata	Provided by the identity service (e.g., an XML file containing the endpoints and public keys).
Entry point URL (Single Sign-On URL)	Redirect address to the identity provider.
Audience / Entity ID	Orkestra's unique identifier with the IdP.

Enabling OIDC requires the following elements:

Element	Description
Authority	Base URL of the identity provider.
Client ID / Client Secret	Orkestra's unique identifier with the IdP.
Entry point URL (Single Sign-On URL)	Redirect address to the identity provider.

These settings are configured in the appsettings.json files.

Note

When enabled, SSO mode replaces LDAP or internal authentication. It must be enabled by a system administrator with rights on the IIS server and certificates. See the installation manuals.

Creating a User with SSO Enabled

When Orkestra is configured with SSO:

• Creating a user does not require a password in the administration interface.
• The Login field must match the unique identifier sent by the identity provider (often the professional email address).

Managing Rights and Roles

SSO authentication does not change how Orkestra's internal permissions are managed:

• The roles (« Visualisateur » (Viewer), « Créateur » (Creator), « Super-Admin » (Super Admin)) remain defined in Settings > Access & Permissions > Users.
• Application rights are assigned in the same way as for an SSO, LDAP, or internal user.

Procedure for the LDAP and SSO Protocols

This process applies to Orkestra platforms installed with authentication linked to the company's identity provider.

Actions:

1. Go to Settings > Access & Permissions > Users
2. Click "+ Ajouter" (+ Add) on the horizontal menu
3. Enter the required information in the user creation pop-up

Note

• Operation type: keep the default value "Standard" when creating a user
• Status: select Active/Inactive
• DO NOT check the "Authentification interne" (Internal Authentication) box, and leave the "Password" fields empty
• Login: enter the NETWORK login (the same one used, for example, to open a Windows session)

4. Then click Save

Access to the platform is then done by entering the network login and password.

Procedure for Internal Authentication

This procedure applies to Orkestra platforms installed on a network, but where user authentication is self-contained, i.e., not connected to the company's internal account.

Actions:

1. Go to Settings > Access & Permissions > Users
2. Click "+ Ajouter" (+ Add) on the horizontal menu
3. Enter the required information in the user creation pop-up

Note

• Operation type: keep the default value "Standard" when creating a user
• Status: select Active/Inactive
• Check the "Authentification interne" (Internal Authentication) box
• Login: enter a login of your choice

4. Then click Save. The new user then appears in the list of created users.

Once logged in under their profile, the user can change their password via the Profile screen, Security tab.

Assigning Roles

Now that the user has been created, roles must be assigned to them. To do this:

1. Click the black arrow, then "+ Ajouter" (+ Add)

Information to fill in:

• Status: select Active/Inactive
• Application: select the application

Note

ETL, MSO, and ParallelU are not applicable

• Choose a role (from most restrictive to most open):
  • « Visualisateur » (Viewer)
  • « Créateur » (Creator)
  • « Data Driven » (only relevant for Data Fabrik)*
  • « Super-Admin » (also called « Administrateur » (Administrator))
  • « Personnalisé » (Custom) (only relevant for REF Manager)
• Assignment description: enter a comment of your choice

2. Click Save

*This role is only needed to grant a user access to a restricted list of UTD/Modules. It must therefore not be combined with « Visualisateur » (Viewer), « Créateur » (Creator), or « Administrateur » (Administrator) (see the "DTF Permissions – Restricting UTD/Module Access" section).

The user has been updated:

Managing a User

Editing General Information

You can edit a user's general information by selecting the row and clicking "Editer" (Edit), or by double-clicking it.

Editing Permissions

Similarly:

1. Select the user's row
2. Click the black arrow
3. Select the permission to edit
4. Click "Editer" (Edit) or double-click the row

Role changes will be visible to the affected user the next time they log in to the site. If they are already logged in, they must log out and log back in.

Detailed User View

The detailed user view (also called the 360° view) is a side panel accessible from the users grid.

It displays a summary of all the information available for a user:

• Their detailed identity (last name, first name, status, email, login, language, time zone, and authentication type),
• The list of assigned permissions (with the name of the relevant application, the permission value, and its status),
• The rights matrix, a summary table of permissions that cross-references applications with assigned permissions.

It also allows quick actions such as:

• Applying rights to the user from a template (see the chapter on user rights templates).

List of Application / Role Actions

The table below lists the roles required to access the application's pages or to perform actions.

Only the « Visualisateur » (Viewer), « Créateur » (Creator), and « Administrateur » (Administrator) roles are referenced. These so-called "level 1" roles display all data without restriction. To grant more restrictive permissions (by module, by reference dataset, etc.), known as "level 2", more specific roles are required — refer to the corresponding sections of this manual. Level 2 permissions take priority over level 1 permissions.

If a page is not listed, it is freely accessible with no role restrictions. If an action is not listed, it can be performed by any role that has access to the page.

Application	Screen	Tab / Level	Action	« Visualisateur » (Viewer) (read)	« Créateur » (Creator) (read/write)	« Administrateur » (Administrator) (read/write/config)
Data Gouvernance	Executions (formerly UTD Production)			X	X	X
			Produce		X	X
	Schedule (formerly Execution Schedule)	Calendar		X	X	X
		Scheduling		X	X	X
			Edit the schedule		X	X
			Duplicate the schedule		X	X
			Disable the schedule		X	X
	My Actions (formerly Governance actions)	Actions		X	X	X
			Edit / double-click a row		X	X
		Management		X	X	X
			Edit / double-click a row		X	X
			Quick permission management		X	X
		History		X	X	X
		Instantiated Lineage		X	X	X
	360° View (formerly Governance context)			X	X	X
			Access the tree view	X	X	X
	Quality (formerly Production quality)			X	X	X
			Download the compendium		X	X
Data Shop	Marketplace			X	X	X
	My Data Products (formerly Data Product)			X	X	X
	My Orders (formerly Orders)	List		X	X	X
			Order	X	X	X
			Download documents		X	X
			Edit the order		X	X
			Cancel the order		X	X
			Duplicate the order		X	X
		Tracking		X	X	X
			Move tiles	X	X	X
UTD Manager	Processing (formerly Management)			X	X	X
			Add		X	X
			Edit		X	X
			Disable		X	X
	UTD Version			X	X	X
			Add		X	X
			Edit		X	X
			Download blank environment		X	X
			Manage blank environment		X	X
			Catalog		X	X
			Duplicate		X	X
	UTD Version Module			X	X	X
			Add		X	X
			Edit		X	X
			Magnifying glass (view)	X	X	X
			Manage associations		X	X
Tag Manager	Configurator	Tagged Objects		X	X	X
			Add		X	X
			Edit		X	X
			Delete		X	X
			Edit a rule		X	X
		Scopes		X	X	X
			Add		X	X
			Edit		X	X
			Delete		X	X
		Domains		X	X	X
			Add		X	X
			Edit		X	X
			Delete		X	X
	Simulation (formerly Simulator)		Evaluate the tag	X	X	X
	Governance Rules (formerly Rules Customization)	Governance Rules		X	X	X
		Rule Values		X	X	X
		Linked Rule Values		X	X	X
	Configuration	Object Formats		X	X	X
			Add			X
			Edit			X
		Object Types		X	X	X
			Add			X
			Edit			X
		Domain Types		X	X	X
		Tag Codification		X	X	X
		Event Types		X	X	X
			Add			X
			Edit			X
		Resource Types (inputs)		X	X	X
			Add			X
			Edit			X
		Actions		X	X	X
REF Manager	List (formerly Repository list)		Display	X	X	X
			Force reload		X	X
			Clone		X	X
			Validate		X	X
			Add		X	X
			Edit		X	X
			Delete		X	X
	History			X	X	X
	Configuration	Configuration		X	X	X
			Add			X
			Edit			X
			Delete			X
		Connections
			Add			X
			Edit			X
			Delete			X

Supervision > Operations (formerly Logs) and Supervision > Execution Tracking (formerly UTD): applicable via the "Administration" application in a user's configuration.

Application	Screen	Tab / Level	Action	« Visualisateur » (Viewer) (read)	« Créateur » (Creator) (read/write)	« Administrateur » (Administrator) (read/write/config)
Operations	Workers				X	X
			Stopping a running job (Stop job)		X	X
			Service started/Service stopped		X	X
	Orkestra Logs				X	X
Execution Tracking	Execution Logs (formerly Logs)			X	X	X
	Tracking			X	X	X
			Download		X	X
Administration	Users			X	X	X
			Add		X	X
			Edit		X	X
			Add role		X	X
			Edit role		X	X
			Delete role		X	X
	User Templates			X	X	X
			Add		X	X
			Edit		X	X
			Add role		X	X
			Edit role		X	X
			Delete role		X	X
	Permissions	DTF / Associations		X	X	X
			Add		X	X
			Edit		X	X
	DTF / Duplicate Rights		X	X	X
			Save		X	X
		DTS		X	X	X
			Add		X	X
			Edit		X	X
		Users		X	X	X
			Save		X	X
		REF Manager		X	X	X
			Modify roles			X

Settings > General Settings (formerly Configuration): each module's configuration is now located within the module itself ("Configuration" entry at the end of its group). The Tag Manager and REF Manager configurations, now under Design > Traceability > Configuration and Operations > Repositories > Configuration, are described above (pages 14 to 16 of the source manual); the UTD Manager configuration is now under Design > Flow > Configuration. Application "Rôles" (Roles) are not configurable.

Application	Screen	Tab / Level	Action	« Visualisateur » (Viewer) (read)	« Créateur » (Creator) (read/write)	« Administrateur » (Administrator) (read/write/config)
General Settings	Email templates			X	X	X
			Add		X	X
			Edit		X	X
	Flow > Configuration (formerly Configuration > UTD Manager)	Categories		X	X	X
			Add			X
			Edit			X
			Delete			X
		Servers		X	X	X
			Add			X
			Edit			X
			Delete			X
		Server Settings		X	X	X
			Add			X
			Edit			X
		Workers		X	X	X
			Add			X
			Edit			X
			Delete			X
		Farms		X	X	X
			Add			X
			Edit			X
			Delete			X
		Parallel U Client Farms		X	X	X
			Add			X
			Edit			X
		Software Vendors		X	X	X
			Add			X
			Edit			X
		Software Versions		X	X	X
			Add			X
			Edit			X
		Structure Control by Software		X	X	X
			Add			X
			Edit			X
		Statuses		X	X	X
			Add			X
			Edit			X
	Applications Roles					X

DTF Permissions – Restricting UTD/Module Access

The « CREATEUR » (Creator) and « ADMINISTRATEUR » (Administrator) roles, when assigned to a user on the Data Fabrik application, grant access to the production function on ALL UTDs and ALL MODULES.

If it is necessary to restrict this access to certain UTDs and/or MODULEs, the « DATA DRIVEN » role must be assigned to the user instead. The « CREATEUR » (Creator) or « ADMINISTRATEUR » (Administrator) roles must then be DISABLED. It will then be possible to configure the user's access through the Authorizations menu described below.

To do this, go to the Settings > Access & Permissions > Authorizations menu, available in the left-hand vertical menu.

Creating a DTF Permission

Information to enter:

• User: select the relevant user
• Profile (see the summary of rights granted per profile below):
  • « Contremaitre » (Foreman)
  • « Contrôleur » (Controller)
  • « Producteur » (Producer)
• Category: filters the list of UTD/Modules in the next field among the existing categories
• Module: selects the UTD and/or module(s) for which the user will be granted access
• Comment: enter a free-text comment

Then:

• Click Save

Summary of rights granted per profile:

Function	Actions/Profile	« Producteur » (Producer)	« Contrôleur » (Controller)	« Contremaitre » (Foreman)
DATA PROCESSING UNIT (UTD)	Produce	1
DATA PROCESSING UNIT (UTD)	Stop a request	1
DATA PROCESSING UNIT (UTD)	Download resources	1	1
DATA PROCESSING UNIT (UTD)	Download controls	1	1
DATA PROCESSING UNIT (UTD)	Download results	1	1	1
DATA PROCESSING UNIT (UTD)	Information	1	1	1
DATA PROCESSING UNIT (UTD)	View requests	1	1	1
SCHEDULES	Duplicate a schedule	1
SCHEDULES	Edit a schedule	1
SCHEDULES	Cancel a schedule	1
SCHEDULES	View a schedule	1	1
SCHEDULES	Download resources	1	1

The result appears as follows:

Duplicating a DTF Permission

You can duplicate a user's rights based on another user's permissions using the "DUPLIQUER LES DROITS" (Duplicate Rights) function.

1. Select the Target user
2. Then the Template user
3. Click Save

Note

The Template user's permissions are ADDED to those already in place on the TARGET user

Editing a DTF Permission

Editing a permission consists of making it inactive.

If the user needs to have a Profile change applied (« Contremaitre » (Foreman), « Contrôleur » (Controller), or « Producteur » (Producer)), then the existing permission should be deactivated and a new one created.

Actions:

1. Select a row to edit
2. Click Edit

3. Change the status to "Inactif" (Inactive)
4. Save

DTS Permissions

Permissions can also be used to grant usage rights directly on a tag — that is, on a production result. The effects are the same as those of a distribution governance action (see the "Governance Manual" guide).

This is configured via the Settings > Access & Permissions > Authorizations menu, DTS tab:

Creating a DTS Permission

To create an access right to a tag for a user, the tag must be associated with that user. To do this:

1. Click "+ Ajouter" (+ Add)
2. User: select the relevant user
3. Tag: select the relevant tag
4. Comment: enter a free-text comment
5. Save

The new row appears.

The user will then see the dataset associated with this tag in the Data Shop.

Editing a Permission

1. Select the row to edit

2. Click "Editer" (Edit), or double-click
3. Change the status to "Inactif" (Inactive)
4. Comment: enter a free-text comment
5. Save

REF Manager Permissions

Custom Permissions

For users with the « Personnalisé » (Custom) role for the REF Manager application, the reference datasets they can access and their rights on those datasets must be defined. This chapter describes the procedure to follow.

1. In the "Paramètres" (Settings) menu, select "Accès & habilitations" (Access & Permissions), then go to the "Habilitations" (Authorizations) page.
2. On the "Habilitations" (Authorizations) page, select the "Ref Manager" tab.
3. Select the user whose access you want to modify. The list of reference datasets is displayed.

For each reference dataset, a role can be assigned to the user from the following:

• « Lecteur » (Reader), grants read-only access to the reference dataset.
• « Contributeur » (Contributor), allows viewing, editing, and adding data in the reference dataset.
• « Administrateur » (Administrator), has the same permissions as the Contributor, can modify the reference dataset's configuration, and can also delete it (if in Draft status).

Summary of rights granted per profile:

Configuration Page — RefAdministration

Custom Role (level 2)	Visible Reference Datasets	Open Detail	Edit	Add	Delete
No permission	None	✗	✗	✗	✗
« Lecteur » (Reader)	Their own permissions	Read-only	✗	✗	✗
« Contributeur » (Contributor)	Their own permissions	Read-only	✗	✗	✗
« Administrateur » (Administrator)	Their own permissions	Editable	✔	✗	If Draft

Operations Page — RefExploitation

Custom Role (level 2)	Visible Reference Datasets	View Data	Add / Edit / Delete	Validate	Force Reload	Clone	Excel Import
No permission	None	✗	✗	✗	✗	✗	✗
« Lecteur » (Reader)	Their own permissions	✔	✗	✗	✗	✗	✗
« Contributeur » (Contributor)	Their own permissions	✔	✔	✔	✔	✔	✔
« Administrateur » (Administrator)	Their own permissions	✔	✔	✔	✔	✔	✔

History Page — RefHistorical

Custom Role (level 2)	Visible History	Available Actions
No permission	None	None
« Lecteur » (Reader)	Their own permissions only	Read-only
« Contributeur » (Contributor)	Their own permissions only	Read-only
« Administrateur » (Administrator)	Their own permissions only	Read-only

User Templates

The Settings > Access & Permissions > User Templates page simplifies role configuration by allowing the creation of template accounts that serve as a reference for quickly assigning consistent sets of rights to other users.

A template is a special user account configured by an administrator:

• It cannot log in to the platform.
• Its operation type is Template.
• It has a complete permission configuration (applications and roles).
• Its rights can be duplicated onto one or more real users.

Examples of templates:

• MODELE_SUPERADMIN: has full rights over all modules.
• MODELE_DTF_CREATOR: configured for a "Data Fabrik Creator" profile.
• MODELE_REF_VIEWER: reserved for viewing reference datasets.

Interface and Duplicating Rights

A new feature, "Dupliquer les droits à partir d'un utilisateur modèle" (Duplicate rights from a template user), is available from the menu:

Settings > Access & Permissions > Authorizations, Users tab

The template user's rights replace those of the target user.

The KADMIN User

By default, when the platform is installed, an initial user is created named KADMIN.

Default Password

A default password is set during installation (see the installation guide).

After installation, the first login must be performed with this user, and the password must be changed.

It is then necessary to:

• Create a new USER of type Administrator
• Change KADMIN's access password or disable the account.