Assign sites and sources using EXCEL

Sites and sources are granted to users respectively by _opUser.Sites and _opUser.Sources columns in users's template sheet.

Sites/sources from custom query

You can grant sites/sources by providing a custom query, which follows the same syntax as the one you can use in DataHub. This is done by specifying a QUERY operation in the Mappings sheet and some custom queries in the users sheet.

Mappings

Data

Important

When you use custom query for sites or sources, both must be defined by custom query, you can't mix e.g. custom query for sites and path for sources.

Sources depend on sites query, according to the following matrix:

Site query	Source query	Result
Specified	Specified	User has access to sources belonging to the sites filtered by the sites query and again filtered by the sources query
Specified	Not specified	User has access to all sources belonging to the sites filtered by the sites query
Not specified	Specified	User has access to sources belonging to the account filtered by the sources query but no access to any site
Not specified	Not specified	User does not have access to any site or source

See Custom query (Excel) sample.

Sites/sources from discrete list

You can grant sites/sources by providing a discrete list of site/source business keys. Remember that the business keys are specified by _opKey column in site and source sheets in the template.

Mappings

Data

The list of business keys is expressed as string separated by a separator, which is ',' by default. You can overwrite the default separator by providing the separator character as a value (MapTo) of the LIST transform operation.

See Sites/sources lists (Excel) sample.

Important

When you use list for sites or sources, both must be defined by list, you can't mix e.g. custom query for sites and list for sources.

Contrary to using custom query to grant sites/sources, the list of sites and sources are not dependent, according to the following table:

Site query	Source query	Result
Specified	Specified	User has access to specified sites list and to to specified sources list, wether the sources belong to the sites or not
Specified	Not specified	User has access to specified sites list but has no source access
Not specified	Specified	User has access to specified sources list but has no site access
Not specified	Not specified	User does not have access to any site or source