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Data Portal

The Satori Data Portal enables data consumers to gain access to data in data stores by requesting access to datasets. Once access has been granted, they receive the data store connection details and credentials.


Setting Up the Data Portal

Follow the steps below to deliver the best user experience to your data consumers.

1 - Configure Single Sign-On (SSO)

To enable data consumers to easily access the Data Portal, configure SAML-based single sign-on (SSL) to the Satori Management Console. Perform the following steps to enable SSO in the Satori Management Console: Single Sign-On Chapter.

To enable data consumers to access the Data Portal, assign them to the Satori app you created in your identity provider.

When data consumers access the Data Portal for the first time, a user will be automatically created for them in the Satori Management Console and they will be assigned the Data Consumer role.

2 - Settings the Default Credentials Expiration

The Data Store access credentials have a preconfigured expiry date that is set in the management console by the data steward. The default credentials expiration time is set to eight hours.


3 - Customize the Data Portal Theme

Customize the user access request forms and the Data Portal interface according to your organization's theme. The customizable elements include company logo, primary and secondary colors.

To customize the Data Portal interface theme perform the following steps:

  1. Select the "Settings" list menu from the kebab menu on the right side of the application banner
  2. Select the "Account Custom Theme" tab.
  3. Enable the "Custom Theme" toggle switch
  4. Select the "primary and secondary" organization colors.
  5. Upload your company logo (use a png file format and ensure that it has a transparency layer for best results).


4 - Configure Datasets to be Displayed in the Data Portal

The Data Portal only displays datasets that data consumers are entitled to use. The list of available datasets varies according to the data consumer's identity and the list of access rules defined on each dataset.

To add a dataset to the Data Portal perform the following configurations for each Dataset:

  1. First click on the relevant Dataset in the Dataset view.
  2. Select the "User Access Rules" tab.
  3. Enable the Give Satori Control Over Access to the Dataset toggle switch. Screenshot
  4. Ensure that one of the following toggle switches is enabled:

    • Allow Users to Request Access to this Dataset
    • Allow Users Access to this Dataset and create a "self-service access rule" for the relevant data consumers. Screenshot

For more information on datasets, see the Datasets Chapter.

5 - Configure Data Store Authentication (Optional)

Satori can provision temporary credentials for data consumers for supported data stores. This simplifies the process of managing users on databases or configuring single sign-on using your identity and cloud providers.

When a user connects to a data store, Satori authenticates and validates the user's credentials. If the credentials are valid, Satori uses predefined credentials to connect to the data store.

This feature is available for all supported database types except Snowflake.

Enabling Data Store Authentication

To enable data store authentication perform the following steps:

  1. Go to the Data Store view and click on the PostgreSQL Data Store name.
  2. Select the Authentication tab.
  3. Check the Root Credentials checkbox
  4. Enter the username and password to use to connect to the data store. Satori stores credentials in encrypted form.
  5. Click SAVE.


Note: Enabling data store authentication does not impact existing authentication methods including local database users.

6 - Configuring the Slack Integration (Optional)

To learn how to set up the Slack integration follow the steps in the Slack Integration.

Opening the Data Portal

The Data Portal is the homepage for data consumers. For other users, to open the Data Portal go to the kebab menu located on the right side of the Satori application banner and select the "Data Portal" option from the drop menu.


Using Slack to Make Dataset Access Requests

In addition to using the Data Portal to make dataset access requests and manegem your dataset permissions you can also use Slack. To learn how to set up the Slack integration see the section "Adding the Slack Integration to Satori" at the end of the Data Portal Chapter.