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Data Entitlements Quickstart

This page shows you how to create a group of users named demo-users, add users to that group, and entitle that group to query all the data from the database in the insights-demo package.

If necessary, follow the instructions referred to in the Guided walkthrough for details on how to create and populate the insights-demo package.

Ensure you have met the prerequisites before using this quickstart.

To configure entitlements you need to either: - have the Administrator role, or - have the Maintainer role and own the package that contains the database.

Assuming you already have the insights-demo package deployed, do the following to configure entitlements.

Create a group and assign users

Assuming you are not using Microsoft Entra ID, or any other Identity Provider, to allow your users to log into kdb Insights Enterprise, you can use either the CLI or the Keycloak UI to create groups and assign users. In this quickstart, we will document the use of the CLI. Details on how to use the Keycloak UI are listed here

Note

To manage groups and users you need to provide credentials for a keycloak admin user as described here.

  1. Start an interactive session for entitlement management by calling the kxi entitlement manage command:

    kxi entitlement manage

  2. The session lists entities that can be entitled. Use the tab or the up and down arrows to select the record with EntityType of database and Entity of insights-demo and press Enter.

  3. The session lists groups that can be entitled.

    1. If demo-users group does not already exist:

      1. Press Ctrl+E to create a new group.

      2. If you have not set the keycloak admin password in your cli-config you will be asked for the password.

      3. Type in demo-users and press ** Enter**.

    2. To add existing users to the demo-users group:

      1. Select demo-users and press Enter

      2. Use the tab or the up and down arrows to select Users with Group [admin only] and press Enter.

      3. The session lists users that can be added or removed from the group.

      4. Use the tab or the up and down arrows to select the users and press TAB to add or remove that user from a group.

      5. Press Enter to save the changes.

  1. If demo-users group does not already exist, use the following command to create it:

    kxi group create demo-users

  2. Assign groups to users:

    • For a new user you can add a group as part of the kxi user create command and ensure the user has the Viewer role, at a minimum:

      kxi user create $USERNAME --password $PASSWORD --groups demo-users
kxi user assign-roles $USERNAME --roles insights.role.viewer

      Replace the following variables with the appropriate values for your use case:

      • $USERNAME: Username to the assign group to.
      • $PASSWORD: Password for the new user.

    • For an existing user, you can use the kxi user assign-group command:

      kxi user assign-groups $USERNAME --groups demo-users
      • $USERNAME: Username to the assign group to.

Note

Each user requires the Viewer role, at a minimum, as a user needs both role-based permissions and database entitlements to insights-demo to view the data. Follow the guide here to modify the roles.

Configure the entitlements

Entitle the demo-users group to query the data in the database:

  1. Start an interactive session for entitlement management by calling the kxi entitlement manage command:

    kxi entitlement manage

  2. The session lists entities that can be entitled. Use the tab or the up and down arrows to select the record with EntityType of database and Entity of insights-demo and press Enter.

  3. The session lists groups that can be entitled. Use the tab or the up and down arrows to select the demo-users group and press Enter.

  4. The session lists actions that can be taken. Use the tab or the up and down arrows to select Access Level and press Enter.

  5. Press the spacebar to select Read access, and press Enter to save the changes. (Only Read access type is relevant for data entitlements.)

  6. Press Ctrl+B to go back to the list of groups.

  7. The session displays a list of groups. The Access column is now set to R for the "demo-users" group.

  8. Press Ctrl+B to go back to the list of entities.

  9. Press Q to exit the interactive session.

  1. Add the group to the query entitlements for the insights-demo package. 

    kxi entitlement add-groups insights-demo database demo-users:R

  2. Call kxi entitlement get to see your changes:

    kxi entitlement get insights-demo database

    ╭──────────────────────────────────┬──────────┬────────┬──────────────────────────────┬─────────────────┬──────────┬────────────────╮
│ entity                           │ entity   │ owner  │ groups                       │ users           │ policies │ policy types   │
│  n                               │ type     │        │                              │                 │ enabled  │                │
├──────────────────────────────────┼──────────┼────────┼──────────────────────────────┼─────────────────┼──────────┼────────────────┤
│ insights-demo                    │ database │ owner  │ name        access  policies │ name    access  │ False    │ name  enabled  │
│ -------------------------------- │          │        │ ---------   -----   -------  │ ------  ------- │          │ ----  -------- │
│ XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXX │          │        │ demo-users   R               │ owner   ARWX    │          │ row   False    │
│                                  │          │        │                              │ user1   R       │          │ row   False    │
╰──────────────────────────────────┴──────────┴────────┴──────────────────────────────┴─────────────────┴──────────┴────────────────╯

    In this example user1 is in the demo-users group and therefore as Read access to the database.

Once these steps have been completed and a short period of time has been allowed for the synchronization of the change across the system, any user that is part of the demo-users group can now query data in the insights-demo database using REST, the Query window and Views.

Refer to the kdb Insights CLI documentation for full details on the kxi entitlement command and Entitlements fields for an explanation of the fields returned by the commands executed above.

Next steps