Users and roles
The Delphix Masking Service has a flexible and robust users and roles system that allows you to give users fine-grain privileges over what environments they have access to and what tasks they can and can not perform.
What are roles?
A defined role is what is used to give certain users privileges over certain environments and tasks. Roles can be defined by selecting a subset of actions that can be taken on certain objects.
Actions
When defining a role, you can select one or more of the following actions for the role to be able to perform:
View: Be able to view the object and important information about the object.
Add: Be able to add an instance of an object.
Update: Be able to update/edit an instance of an object.
Delete: Be able to delete an instance of an object.
Copy: Be able to create a copy of an object.
Export: Be able to export an object from a Delphix Engine.
Import: Be able to import an exported object into a Delphix Engine
Please note that not all of these actions are available for all objects in the masking service.
Objects
When defining a role, permission to perform the above actions can be defined on a per-object basis. These objects include:
General | Jobs | Settings | Report | Approval Workflow |
---|---|---|---|---|
Environment | Profile Job | Domains | Inventory Report | Approve Inventories |
Connection | Masking Job | Algorithms | ||
Ruleset | Tokenize Job | Plugins | ||
Inventory | Re-identify Job | Profile Expression | ||
Profiler Set | ||||
File Format | ||||
JDBC Drivers | ||||
Password Vault | ||||
User | ||||
Diagnostic |
Refer to Delphix Masking Terminology for definitions of these objects.
View privilege for Plugins and JDBC Drivers should be always true for any type of role.
Environment Export privilege permission is no longer supported.
Adding a role
To add a role follow these steps:
Login into the Masking Engine, select the Admin tab and select Roles from the left navigation panel.
Click the Add Role button.
A full-screen dialog will appear for adding a new role. Enter a Role Name. The far-left column lists the items for which you can set privileges.
Select the checkboxes for the corresponding privileges that you want to apply. If there is no checkbox, that privilege is not available. For example, if you want this role to have View, Add, Update, and Run privileges for masking jobs, select the corresponding checkboxes in the Masking Job row.
If you are removing any privileges with dependents selected then, a dialog box will appear asking for confirmation for removing privileges with all its dependents.
For example, Masking Job [ View, Add, Update, Run ] depends on Environment - View. So if the user tries to remove Environment - View then it will ask for confirmation to remove it with the list of dependents. If users do not wish to remove it then they can select the Cancel or Close icon else can select OK and move forward with changes.When you are finished assigning privileges for this Role, click Save.
Role Type
With the 13.0.0.0 release, a New parameter Role type has been added to the product. There are 2 types of roles. CUSTOM and DEFAULT. All built-in system roles will have a type of DEFAULT and others will be the type of CUSTOM.
There have been 5 roles added to the product with the role type DEFAULT.
IT Security Analyst
DBA
SME
Operator
Environment Owner
If a role with the name ‘All Privileges’ exists on the product then it will be marked as a DEFAULT role type.
If a role with any of the above names already exists then the role being added will be renamed by appending sequence number. For example, If ‘DBA’, and ‘DBA 1’ are already present in the system then the role with the name 'DBA 2' will be added to the product with DEFAULT role type.
Recommended roles
While every organization will differ in what users and roles they define, Delphix uses these common/popular roles. Please note that each defined user can only have one role assigned to them.
Administrator — This role is assigned by enabling a user's Administrator setting in either the UI or API. A user with this role has unrestricted access to all the engine functions. Specifically, the user has all privileges available through the roles system and the following additional, Administrator-only privileges:
A User's
apiAccess
anduserStatus
settingAudit Page
Admin > Users Generate Key Button
Admin > Email Notification
Admin > Utilization
Deletion of any object: An Admin can delete any object, such as any Algorithm, Domain, Profile Expression, or Profile Set. In contrast, a user with the All Privileges role can only delete objects they created.
Settings > Roles
IT Security analyst — Unrestricted access for all settings functions; access to all application functions except environment and environment create, delete, update.
All Privileges — Unrestricted access to an application environment; central admin or security analyst will determine if this role can modify settings.
DBA — Manage connections for the application database, scripting, and scheduling (no settings).
SME/Analyst/Developer — Manage inventories, create, and view jobs.
Operator — All job privileges.
Environment Owner — Approve workflow and inventories, privileges to view for settings and environment.
Modifying Roles
Users can perform 4 types of action on roles by selecting action options from the far right of the grid.

The roles on the screen can be filtered or sorted by the various informational fields by clicking on the respective fields. More information on grid filtering and sorting can be found here.
View - The user can view the role details. Everything on the dialog form will be disabled in case of view is selected.
Edit - The user can edit the privileges of roles. The role name is not allowed to be edited. It will be disabled.
Duplicate - On selecting a duplicate option, privileges will be pre-selected to the new role screen dialog, and the user can give a new name and duplicate the role.
Delete
Role with CUSTOM type can be added, edited, deleted, duplicated, and viewed.
Role with DEFAULT type is not allowed to be added, edited, or deleted. It can be only viewed and duplicated.
To Modify or Add a role using Masking API, follow these steps:
Access the API client on your Masking Engine, from
http://myMaskingEngine.myDomain.com/masking/api-client
.Login into the Masking Engine and select the Role endpoint.
Execute API requests by providing request parameters and body as mentioned in the example. (Sample JSON for Add/Update role API)
What are users?
Once you have your roles defined, it is time to create users with those roles. We highly recommend creating independent users for each individual who will have access to the masking service.
Adding a user
To create a new user using the Masking UI follow these steps:
Login into the Masking Engine and select the Admin tab.
Click Add User at the upper right of the Users screen.
You will be prompted for the following information:
First Name — (Optional) The user's given name
Last Name — (Optional) The user's surname
User Name — The login name for the user
Email — The user's e-mail address (mailable from the Delphix Masking Engine server for purposes of job completion e-mail messages)
Password — The password that the Delphix Masking Engine uses to authenticate the user on the login page. The password must be at least eight characters long, but no longer than 65 characters. It must also contain a minimum of one uppercase character, one unique character (!@#$%^&*), and one number.
Confirm Password — Confirm the password with double-entry to avoid data entry errors.
Administrator — (Optional) Select the Administrator checkbox if you want to give this user Administrator privileges. (Administrator privileges allow the user to perform all Delphix Masking Engine tasks, including creating and editing users in the Delphix Masking Engine.) If you select the Administrator checkbox, the Roles and Environments fields disappear because Administrator privileges include all roles and environments.
Role — Select the role to grant to this user. The choices here depend on the custom roles that you have created. You can assign one role per user name.
Environment — Enter as many environments as this user will be able to access. Granting a user access to a given environment does not give them unlimited access to that environment. The user's access is still limited to their assigned role.
When you are finished, click Save.
When a user is created, it's Account Status is Active by default.
To create a new user using the Masking API follow these steps:
Access the API client on your Masking Engine, from
http://myMaskingEngine.myDomain.com/masking/api-client
.Login into the Masking Engine and select the User endpoint.
Click Create users at the upper right of /users section and refer to the Example Value for parameters required for new users.
Enter valid User creation JSON in the body section, refer to sample create users JSON (Sample New User Create JSON)
Click on Execute API Request.
Updating a user
To update user information using Masking UI, follow these steps:
Login into the Masking Engine and select the Admin tab.
Select the Edit icon next to the user you want to edit. The Edit User screen will appear with existing user details.
The following user information can be modified through the Edit User screen:
First Name
Last Name
Email Address
Password
Administrator Status
Welcome Page Status
Account Status (cannot be changed to Locked)
User Roles (non admin users only)
User Environments (non admin users only)
When you are finished, click Save.
User's Account Status will be automatically changed to Locked on multiple invalid login attempts.
To update user information using Masking API, follow these steps:
Access the API client on your Masking Engine, from
http://myMaskingEngine.myDomain.com/masking/api-client
.Login into the Masking Engine and select the User endpoint.
click Update user by ID at the upper right of the section and refer to the Example Value for parameters required for new users.
Enter valid User creation JSON in the body section, refer to sample create users JSON. (Sample User JSON)
Click on Execute API Request.
Deleting a user
To delete a user using the Masking UI follow these steps:
Login into the Masking Engine and select the Admin tab.
Select the Delete icon next to the user you want to delete.
In the confirmation box select OK.
To delete a user using Masking API follow these steps:
Access the API client on your Masking Engine, from the
http://myMaskingEngine.myDomain.com/masking/api-client
.Login into the Masking Engine and select the User endpoint.
Click Delete a user by ID at the upper right of
/users
section.Enter the userID for the user to be deleted
Click on Execute API Request