Before you and your team can perform exception management operations, you must ensure that you have the correct privileges and permissions on the exception tasks. You must also ensure that the exception task connector is enabled.
To enable all exception management operations, verify the following prerequisites:
•Verify that the feature privileges for your user role include exception management.
•Verify that the asset privileges for your user role include exception tasks.
•Verify the exception task connector.
•Verify permissions for other users on the exception task assets that you create.
Verifying exception task feature privileges
You can view and update the feature privileges for your role in Administrator.
1Open Administrator, and select the User Roles page.
2Select your user role.
3On the Services menu, select Data Quality.
4Select the Features tab.
The following image shows the Data Quality features that are available for the user role:
5Enable the following privileges:
- Exceptions Data - Delete
- Exceptions Data - View
The Data Preview - Dictionary and Data Preview - Test Panel features are necessary for many data quality operations. Select the features also.
Note: The exception task features are enabled by default on the Admin and Designer user roles. The Admin and Designer roles are system-defined roles. To change the feature privileges for users with a system-defined role, create a custom role and set the feature options that the users need.
Verifying exception task asset privileges
You can view and update the asset privileges for your role in Administrator.
1Open Administrator, and select the User Roles page.
2Select your user role.
3On the Services menu, select Data Quality.
4On the Assets tab, enable the Exception Task asset privileges that you want to configure for the role.
The following image shows the Data Quality assets on the tab:
Note: The exception task privileges are granted by default to the Admin and Designer user roles. The Admin and Designer roles are system-defined roles. To change the feature options for users with either role, create a custom role and set the feature options that the users need.
Verifying the exception task connector
You can view and update the status of the exception task connector in Administrator. To perform exception management, enable the connector.
1Open Administrator, and select Runtime Environments.
2On the Runtime Environments page, find the runtime environment in which you will run an exception task.
3Hover over the Actions icon for the runtime environment, and select the Enable or Disable Services, Connector option.
The Enable/Disable Components in Agent Group dialog box appears.
4Select the Connectors tab.
5Enable the Data Quality Exceptions option.
Verifying permissions on an exception task
When you create an exception task, you inherit all permissions on the task by default. You can use the Explore page options to view and update the permissions that the task grants to you and to other users and groups.
1Open the Explore page.
2Select the exception task.
3Click the Actions icon for the exception task, and select Permissions.
The following image shows the Permissions dialog box for an exception task:
4Review the Users and Groups lists, and select the user or group whose permissions you want to update.
If the user or group name is not present, click Add to add them to the appropriate list.
5Enable or disable the appropriate permissions on the user.
Note: Users and groups need Read and Execute permissions to download the exception data. Users and groups need Delete permission to delete the exception data associated with an exception job.
