Personas

Personas are a way of curating assets for a group of users.

List personas

1.4.0 1.1.0

To retrieve a listing of personas, run a search and page the results:

Java Python Kotlin Raw REST API

Persona.select() // (1)
    .stream() // (2)
    .filter(a -> a instanceof Persona) // (3)
    .forEach(p -> { // (4)
        log.info("Persona: {}", p);
    });

1. To start building up a query specifically for personas, you can use the select() convenience method on Persona itself.
2. The search will only run when you call the stream() method, which will then lazily-load each page of results into a stream.
3. (Optional) You can do any other operations you might do on a stream, such as filtering the results to ensure they are of a certain type.
4. This is the pattern for iterating through all results (across pages) covered in the Searching for assets portion of the SDK documentation.

from pyatlan.client.atlan import AtlanClient
from pyatlan.model.assets import Persona
from pyatlan.model.fluent_search import CompoundQuery, FluentSearch

client = AtlanClient()
search_request = (
    FluentSearch()  # (1)
    .where(CompoundQuery.active_assets())
    .where(CompoundQuery.asset_type(Persona))  # (2)
).to_request()  # (3)
results = client.asset.search(search_request) # (4)
for asset in results: # (5)
    if isinstance(asset, Persona):
        # Do something with the Persona

1. Begin building up a query combining multiple conditions.
2. Ensure that we include only objects of type Persona.
3. Build this query into a new search request.
4. Run the search.
5. Page through the results (each asset in the results will be a persona).

Persona.select() // (1)
    .stream() // (2)
    .filter { it is Persona } // (3)
    .forEach { // (4)
        log.info { "Persona: $it" }
    }

1. To start building up a query specifically for personas, you can use the select() convenience method on Persona itself.
2. The search will only run when you call the stream() method, which will then lazily-load each page of results into a stream.
3. (Optional) You can do any other operations you might do on a stream, such as filtering the results to ensure they are of a certain type.
4. This is the pattern for iterating through all results (across pages) covered in the Searching for assets portion of the SDK documentation.

{
  "dsl": {
    "query": { // (1)
      "bool": {
        "filter": [
          {
            "term": {
              "__state": {
                "value": "ACTIVE"
              }
            }
          },
          {
            "term": {
              "__typeName.keyword": {
                "value": "Persona" // (2)
              }
            }
          }
        ]
      }
    },
    "track_total_hits": true
  },
  "suppressLogs": true,
  "showSearchScore": false,
  "excludeMeanings": false,
  "excludeClassifications": false
}

1. Begin building up a query combining multiple conditions.
2. Ensure that we include only objects of type Persona.

Create a persona

2.0.0 1.0.0

To create a new persona:

Java Python Kotlin Raw REST API

Persona toCreate = Persona.creator("Data Assets").build(); // (1)
AssetMutationResponse response = toCreate.save(); // (2)
Persona persona = (Persona) response.getCreatedAssets().get(0); // (3)

1. Like other builder patterns in the SDK, the creator() method ensures all required information is provided for the persona.
2. To create the persona in Atlan, call the save() method against the object you've built.
3. You can then retrieve the resulting details of the created persona from the response (you may of course want to do some type checking first).

from pyatlan.client.atlan import AtlanClient
from pyatlan.model.assets import Persona

client = AtlanClient()
to_create = Persona.creator(name="Data Assets") # (1)
response = client.asset.save(to_create) # (2)
p = response.assets_created(asset_type=Persona)[0] # (3)

1. Like other builder patterns in the SDK, the create() method ensures all required information is provided for the persona.
2. To create the persona in Atlan, call the save() method against the object you've built.
3. You can then retrieve the resulting details of the created persona from the response (you may of course want to do some type checking first).

val toCreate = Persona.creator("Data Assets").build() // (1)
val response = toCreate.save() // (2)
val persona = response.createdAssets[0] as Persona // (3)

1. Like other builder patterns in the SDK, the creator() method ensures all required information is provided for the persona.
2. To create the persona in Atlan, call the save() method against the object you've built.
3. You can then retrieve the resulting details of the created persona from the response (you may of course want to do some type checking first).

{
  "entities": [ // (1)
    {
      "typeName": "Persona", // (2)
      "attributes": {
        "displayName": "Data Assets", // (3)
        "isAccessControlEnabled": true, // (4)
        "qualifiedName": "Data Assets", // (5)
        "name": "Data Assets" // (6)
      }
    }
  ]
}

1. Wrap the persona definition in an entities array.
2. Ensure the type of each nested object is exactly Persona.
3. Use the displayName to provide the name for the persona as you want it to appear in the UI.
4. Ensure you explicitly set the access control to enabled when creating it.
5. You must provide a qualifiedName for the persona, although this will be generated and overwritten by the back-end
6. You must provide a name for the persona, although this will also be normalized by the back-end so will be slightly different once created.

Retrieve a persona

1.4.0 1.0.0

To retrieve a persona by its name:

Java Python Kotlin Raw REST API

List<Persona> list = Persona.findByName("Data Assets"); // (1)

1. The findByName() method handles searching for the persona based on its name, which could therefore return more than one result. You can also (optionally) provide a second parameter with a list of attributes to retrieve for each persona.

from pyatlan.client.atlan import AtlanClient

client = AtlanClient()
result = client.asset.find_personas_by_name("Data Assets") # (1)

1. The asset.find_personas_by_name() method handles searching for the persona based on its name, which could therefore return more than one result.

val list = Persona.findByName("Data Assets") // (1)

1. The findByName() method handles searching for the persona based on its name, which could therefore return more than one result. You can also (optionally) provide a second parameter with a list of attributes to retrieve for each persona.

{
  "dsl": {
    "query": {
      "bool": {
        "filter": [
          {
            "term": {
              "__state": {
                "value": "ACTIVE"
              }
            }
          },
          {
            "term": {
              "__typeName.keyword": {
                "value": "Persona" // (1)
              }
            }
          },
          {
            "term": {
              "name.keyword": {
                "value": "Data Assets" // (2)
              }
            }
          }
        ]
      }
    },
    "track_total_hits": true
  },
  "suppressLogs": true,
  "showSearchScore": false,
  "excludeMeanings": false,
  "excludeClassifications": false
}

1. Define the search to include results for a type exactly matching Persona, and...
2. ... with the exact name of the persona you want to find.

Update a persona

2.0.0 1.0.0

To update a persona:

Java Python Kotlin Raw REST API

Persona toUpdate = Persona.updater( // (1)
        "default/M5HnBQ8QWhrAVGuvBx8iSW", // (2)
        "Data Assets", // (3)
        true) // (4)
    .description("Now with a description!") // (5)
    .build();
AssetMutationResponse response = toUpdate.save(); // (6)

1. Use the updater() method to update a persona.
2. You must provide the qualifiedName of the persona.
3. You must provide the name of the persona.
4. You must provide whether the persona should be active (enabled) or deactivated after the update.
5. You can then chain on any other updates, such as changing the description of the persona.
6. To update the persona in Atlan, call the save() method against the object you've built.

from pyatlan.client.atlan import AtlanClient
from pyatlan.model.assets import Persona

client = AtlanClient()
to_update = Persona.updater( # (1)
    "default/M5HnBQ8QWhrAVGuvBx8iSW", # (2)
    "Data Assets", # (3)
    True # (4)
)
to_update.description = "Now with a description!" # (5)
response = client.asset.save(to_update) # (7)

1. Use the updater() method to update a persona.
2. You must provide the qualifiedName of the persona.
3. You must provide the name of the persona.
4. You must provide whether the persona should be active (enabled) or deactivated after the update.
5. You can then add on any other updates, such as changing the description of the persona.
6. To update the persona in Atlan, call the save() method with the object you've built.

val toUpdate = Persona.updater( // (1)
        "default/M5HnBQ8QWhrAVGuvBx8iSW",  // (2)
        "Data Assets",  // (3)
        true) // (4)
    .description("Now with a description!") // (5)
    .build()
val response = toUpdate.save() // (6)

1. Use the updater() method to update a persona.
2. You must provide the qualifiedName of the persona.
3. You must provide the name of the persona.
4. You must provide whether the persona should be active (enabled) or deactivated after the update.
5. You can then chain on any other updates, such as changing the description of the persona.
6. To update the persona in Atlan, call the save() method against the object you've built.

{
  "entities": [ // (1)
    {
      "typeName": "Persona", // (2)
      "attributes": {
        "qualifiedName": "default/M5HnBQ8QWhrAVGuvBx8iSW", // (3)
        "name": "Data Assets" // (4)
        "isAccessControlEnabled": true, // (5)
        "description": "Now with a description!", // (6)
      }
    }
  ]
}

1. Wrap all updates in an entities array.
2. For each embedded object, use the exact type name Persona.
3. You must provide the qualifiedName of the persona.
4. You must provide the name of the persona.
5. You must provide whether the persona should be active (enabled) or deactivated after the update.
6. You can then add on any other updates, such as changing the description of the persona.

Delete a persona

1.4.0 1.0.0

To permanently delete a persona:

Java Python Kotlin Raw REST API

Persona.purge("67e08ab7-9688-40bc-ae4a-da2bc06b1588"); // (1)

1. To permanently delete a persona in Atlan, call the purge() method with the GUID of the persona.

from pyatlan.client.atlan import AtlanClient

client = AtlanClient()
client.asset.purge_by_guid("67e08ab7-9688-40bc-ae4a-da2bc06b1588") # (1)

1. To permanently delete a persona in Atlan, call the asset.purge_by_guid() method with the GUID of the persona.

Persona.purge("67e08ab7-9688-40bc-ae4a-da2bc06b1588") // (1)

1. To permanently delete a persona in Atlan, call the purge() method with the GUID of the persona.

// (1)

1. All the details for deleting the persona are specified in the URL directly. Note that you must provide the GUID of the persona to delete it.

Activate or deactivate a persona

1.4.0 1.0.0

Alternatively, if you only want to temporarily deactivate a persona:

Java Python Kotlin Raw REST API

Persona toUpdate = Persona.updater( // (1)
        "default/M5HnBQ8QWhrAVGuvBx8iSW", // (2)
        "Data Assets", // (3)
        false) // (4)
    .build();
AssetMutationResponse response = toUpdate.save(); // (5)

1. Use the updater() method to update the persona.
2. You must provide the qualifiedName of the persona.
3. You must provide the name of the persona.
4. You must provide whether the persona should be active (enabled) or deactivated after the update. Setting this to false will deactivate the persona, while setting it to true will activate the persona.
5. To then apply that activation / deactivation to the persona in Atlan, call the save() method against the object you've built.

from pyatlan.client.atlan import AtlanClient
from pyatlan.model.assets import Persona

client = AtlanClient()
to_update = Persona.updater( # (1)
    "default/M5HnBQ8QWhrAVGuvBx8iSW", # (2)
    "Data Assets", # (3)
    False # (4)
)
response = client.asset.save(to_update) # (5)

1. Use the updater() method to update the persona.
2. You must provide the qualified_name of the persona.
3. You must provide the name of the persona.
4. You must provide whether the persona should be active (enabled) or deactivated after the update. Setting this to False will deactivate the persona, while setting it to True will activate the persona.
5. To then apply that activation / deactivation to the persona in Atlan, call the save() method with the object you've built.

val toUpdate = Persona.updater( // (1)
        "default/M5HnBQ8QWhrAVGuvBx8iSW", // (2)
        "Data Assets", // (3)
        false) // (4)
    .build()
val response = toUpdate.save() // (5)

1. Use the updater() method to update the persona.
2. You must provide the qualifiedName of the persona.
3. You must provide the name of the persona.
4. You must provide whether the persona should be active (enabled) or deactivated after the update. Setting this to false will deactivate the persona, while setting it to true will activate the persona.
5. To then apply that activation / deactivation to the persona in Atlan, call the save() method against the object you've built.

{
  "entities": [ // (1)
    {
      "typeName": "Persona", // (2)
      "attributes": {
        "qualifiedName": "default/M5HnBQ8QWhrAVGuvBx8iSW", // (3)
        "name": "Data Assets" // (4)
        "isAccessControlEnabled": false // (5)
      }
    }
  ]
}

1. Wrap all updates in an entities array.
2. For each embedded object, use the exact type name Persona.
3. You must provide the qualifiedName of the persona.
4. You must provide the name of the persona.
5. You must provide whether the persona should be active (enabled) or deactivated after the update. Setting this to false will deactivate the persona, while setting it to true will activate the persona.

Add subjects to a persona

1.4.0 1.0.0

Similarly, adding subjects to a persona is a matter of updating the persona:

Java Python Kotlin Raw REST API

Persona toUpdate = Persona.updater( // (1)
        "default/M5HnBQ8QWhrAVGuvBx8iSW", // (2)
        "Data Assets", // (3)
        false) // (4)
    .personaGroup("group1") // (5)
    .personaGroup("group2")
    .personaUser("jsmith") // (6)
    .personaUser("jdoe")
    .build();
AssetMutationResponse response = toUpdate.save(); // (7)

1. Use the updater() method to update the persona.
2. You must provide the qualifiedName of the persona.
3. You must provide the name of the persona.
4. You must provide whether the persona should be active (enabled) or deactivated after the update.
5. You can then chain any number of updates to the personaGroup() property. These should be internal names of groups that you want to be controlled through the persona's policies.
6. Similarly, you can chain any number of updates to the personaUser() property. These should be usernames of users that you want to be controlled through the persona's policies.
7. To then apply those membership updates to the persona in Atlan, call the save() method against the object you've built.

from pyatlan.client.atlan import AtlanClient
from pyatlan.model.assets import Persona

client = AtlanClient()
to_update = Persona.updater( # (1)
    "default/M5HnBQ8QWhrAVGuvBx8iSW", # (2)
    "Data Assets", # (3)
    True # (4)
)
to_update.persona_groups = ["group1", "group2"] # (5)
to_update.persona_users = ["jsmith", "jdoe"] # (6)
response = client.asset.save(to_update) # (7)

1. Use the updater() method to update a persona.
2. You must provide the qualifiedName of the persona.
3. You must provide the name of the persona.
4. You must provide whether the persona should be active (enabled) or deactivated after the update.
5. You can then add any number of groups to the persona_groups property. These should be internal names of groups that you want to be controlled through the persona's policies.
6. Similarly, you can add any number of users to the persona_users property. These should be usernames of users that you want to be controlled through the persona's policies.
7. To then apply those membership updates to the persona in Atlan, call the save() method against the object you've built.

val toUpdate = Persona.updater( // (1)
        "default/M5HnBQ8QWhrAVGuvBx8iSW",  // (2)
        "Data Assets",  // (3)
        false) // (4)
    .personaGroup("group1") // (5)
    .personaGroup("group2")
    .personaUser("jsmith") // (6)
    .personaUser("jdoe")
    .build()
val response = toUpdate.save() // (7)

1. Use the updater() method to update the persona.
2. You must provide the qualifiedName of the persona.
3. You must provide the name of the persona.
4. You must provide whether the persona should be active (enabled) or deactivated after the update.
5. You can then chain any number of updates to the personaGroup() property. These should be internal names of groups that you want to be controlled through the persona's policies.
6. Similarly, you can chain any number of updates to the personaUser() property. These should be usernames of users that you want to be controlled through the persona's policies.
7. To then apply those membership updates to the persona in Atlan, call the save() method against the object you've built.

{
  "entities": [ // (1)
    {
      "typeName": "Persona", // (2)
      "attributes": {
        "qualifiedName": "default/M5HnBQ8QWhrAVGuvBx8iSW", // (3)
        "name": "Data Assets" // (4)
        "isAccessControlEnabled": false, // (5)
        "personaGroups": ["group1", "group2"], // (6)
        "personaUsers": ["jsmith", "jdoe"] // (7)
      }
    }
  ]
}

1. Wrap all updates in an entities array.
2. For each embedded object, use the exact type name Persona.
3. You must provide the qualifiedName of the persona.
4. You must provide the name of the persona.
5. You must provide whether the persona should be active (enabled) or deactivated after the update.
6. You can then add any number of groups to the personaGroups property. These should be internal names of groups that you want to be controlled through the persona's policies.
7. Similarly, you can add any number of users to the personaUsers property. These should be usernames of users that you want to be controlled through the persona's policies.

Add policies to a persona

Do not add policies in bulk

Be careful to only add policies one-by-one to a persona. While the SDKs will allow you to add them in bulk, currently this results in a persona where only the final policy in the batch is active at the end of the operation.

API token must be a connection admin

To manage policies for a connection, the API token must be a connection admin on that connection. When you create a connection using an API token, the API token is automatically made a connection admin; however, for any other connection you must carry out extra steps to make the API token a connection admin.

Add a metadata policy

1.4.0 1.0.0

To add a metadata policy to a persona:

Java Python Kotlin Raw REST API

AuthPolicy metadata = Persona.createMetadataPolicy( // (1)
        "Simple read access", // (2)
        "67e08ab7-9688-40bc-ae4a-da2bc06b1588", // (3)
        AuthPolicyType.ALLOW, // (4)
        Set.of(PersonaMetadataAction.READ), // (5)
        "default/snowflake/1234567890", // (6)
        Set.of("entity:default/snowflake/1234567890")) // (7)
    .build();
AssetMutationResponse response = metadata.save(); // (8)

1. Use the createMetadataPolicy() method to start building a metadata policy with the minimal required information.
2. You must give the policy a name.
3. You must provide the GUID of the persona to attach this policy to.
4. Specify the type of policy (granting or denying the actions specified next).

5. Specify the set of permissions you want to allow (or deny) in this policy.

   To include all permissions

   If you want to include all permissions, you can simply use Arrays.asList(PersonaMetadataAction.values()).

6. Specify the qualifiedName of the connection whose assets this policy should control.

7. Specify the set of qualifiedName prefixes for the assets this policy should control. Each qualifiedName should itself be prefixed with entity:. To control all assets within a connection, this can simply be the qualifiedName of the connection itself.
8. To then add the policy to the persona in Atlan, call the save() method against the policy object you've built.

from pyatlan.client.atlan import AtlanClient
from pyatlan.model.assets import Persona
from pyatlan.model.enums import AuthPolicyType, PersonaMetadataAction

client = AtlanClient()
metadata = Persona.create_metadata_policy( # (1)
    name="Simple read access", # (2)
    persona_id="67e08ab7-9688-40bc-ae4a-da2bc06b1588", # (3)
    policy_type=AuthPolicyType.ALLOW, # (4)
    actions={PersonaMetadataAction.READ}, # (5)
    connection_qualified_name="default/snowflake/1234567890", # (6)
    resources={"entity:default/snowflake/1234567890"}, # (7)
)
response = client.asset.save(metadata) # (8)

1. Use the create_metadata_policy() method to start building a metadata policy with the minimal required information.
2. You must give the policy a name.
3. You must provide the GUID of the persona to attach this policy to.
4. Specify the type of policy (granting or denying the actions specified next).
5. Specify the set of permissions you want to allow (or deny) in this policy.
6. Specify the qualified_name of the connection whose assets this policy should control.
7. Specify the set of qualified_name prefixes for the assets this policy should control. Each qualified_name should itself be prefixed with entity:. To control all assets within a connection, this can simply be the qualified_name of the connection itself.
8. To then add the policy to the persona in Atlan, call the save() method with the policy object you've built.

val metadata = Persona.createMetadataPolicy( // (1)
        "Simple read access",  // (2)
        "67e08ab7-9688-40bc-ae4a-da2bc06b1588",  // (3)
        AuthPolicyType.ALLOW,  // (4)
        setOf(PersonaMetadataAction.READ),  // (5)
        "default/snowflake/1234567890",  // (6)
        setOf("entity:default/snowflake/1234567890")) // (7)
    .build()
val response = metadata.save() // (8)

1. Use the createMetadataPolicy() method to start building a metadata policy with the minimal required information.
2. You must give the policy a name.
3. You must provide the GUID of the persona to attach this policy to.
4. Specify the type of policy (granting or denying the actions specified next).

5. Specify the set of permissions you want to allow (or deny) in this policy.

   To include all permissions

   If you want to include all permissions, you can simply use PersonaMetadataAction.values().toList().

6. Specify the qualifiedName of the connection whose assets this policy should control.

7. Specify the set of qualifiedName prefixes for the assets this policy should control. Each qualifiedName should itself be prefixed with entity:. To control all assets within a connection, this can simply be the qualifiedName of the connection itself.
8. To then add the policy to the persona in Atlan, call the save() method against the policy object you've built.

{
  "entities": [ // (1)
    {
      "typeName": "AuthPolicy", // (2)
      "attributes": {
        "policySubCategory": "metadata", // (3)
        "policyCategory": "persona", // (4)
        "policyType": "allow", // (5)
        "policyServiceName": "atlas", // (6)
        "connectionQualifiedName": "default/snowflake/1234567890", // (7)
        "policyResources": [
          "entity:default/snowflake/1234567890" // (8)
        ],
        "name": "Simple read access", // (9)
        "qualifiedName": "Simple read access", // (10)
        "policyActions": [
          "persona-asset-read" // (11)
        ],
        "accessControl": { // (12)
          "typeName": "Persona", // (13)
          "guid": "67e08ab7-9688-40bc-ae4a-da2bc06b1588" // (14)
        },
        "policyResourceCategory": "CUSTOM" // (15)
      }
    }
  ]
}

1. Wrap all updates in an entities array.
2. For each embedded object, use the exact type name AuthPolicy.
3. You must use a policy subcategory of metadata.
4. You must use a policy category of persona.
5. Specify the type of policy (granting or denying the actions specified next).
6. You must use a policy service name of atlas.
7. Specify the qualifiedName of the connection whose assets will be controlled by this policy.
8. Specify the set of qualifiedName prefixes for the assets this policy should control. Each qualifiedName should itself be prefixed with entity:. To control all assets within a connection, this can simply be the qualifiedName of the connection itself.
9. You must give the policy a name.
10. You must give the policy itself a qualifiedName, although this will be overwritten by a generated value by the back-end.

11. Specify the set of permissions you want to allow (or deny) in this policy.

    To review available permissions

    To review the available permissions, see the SDKs — for example, the PersonaMetadataAction enum in the Java SDK.

12. Use an embedded accessControl object to define the persona to attach this policy to.

13. The embedded type name of the accessControl object must be exactly Persona.
14. You must provide the GUID of the persona to attach this policy to.
15. You must set the policy resource category to CUSTOM.

Add a data policy

1.4.0 1.0.0

To add a data policy to a persona:

Java Python Kotlin Raw REST API

AuthPolicy data = Persona.createDataPolicy( // (1)
        "Allow access to data", // (2)
        "67e08ab7-9688-40bc-ae4a-da2bc06b1588", // (3)
        AuthPolicyType.ALLOW, // (4)
        "default/snowflake/1234567890", // (5)
        Set.of("entity:default/snowflake/1234567890")) // (6)
    .build();
AssetMutationResponse response = data.save(); // (7)

1. Use the createDataPolicy() method to start building a data policy with the minimal required information.
2. You must give the policy a name.
3. You must provide the GUID of the persona to attach this policy to.
4. Specify the type of policy (granting or denying access to the data of the resources specified next).
5. Specify the qualifiedName of the connection whose assets this policy should control.
6. Specify the set of qualifiedName prefixes for the assets this policy should control. Each qualifiedName should itself be prefixed with entity:. To control all assets within a connection, this can simply be the qualifiedName of the connection itself.
7. To then add the policy to the persona in Atlan, call the save() method against the policy object you've built.

from pyatlan.client.atlan import AtlanClient
from pyatlan.model.assets import Persona
from pyatlan.model.enums import AuthPolicyType

client = AtlanClient()
data = Persona.create_data_policy( # (1)
    name="Allow access to data", # (2)
    persona_id="67e08ab7-9688-40bc-ae4a-da2bc06b1588", # (3)
    policy_type=AuthPolicyType.ALLOW, # (4)
    connection_qualified_name="default/snowflake/1234567890", # (5)
    resources={"entity:default/snowflake/1234567890"}, # (6)
)
response = client.asset.save(data) # (7)

1. Use the create_data_policy() method to start building a data policy with the minimal required information.
2. You must give the policy a name.
3. You must provide the GUID of the persona to attach this policy to.
4. Specify the type of policy (granting or denying access to the data of the resources specified next).
5. Specify the qualifiedName of the connection whose assets this policy should control.
6. Specify the set of qualified_name prefixes for the assets this policy should control. Each qualified_name should itself be prefixed with entity:. To control all assets within a connection, this can simply be the qualified_name of the connection itself.
7. To then add the policy to the persona in Atlan, call the save() method with the policy object you've built.

val data = Persona.createDataPolicy( // (1)
        "Allow access to data",  // (2)
        "67e08ab7-9688-40bc-ae4a-da2bc06b1588",  // (3)
        AuthPolicyType.ALLOW,  // (4)
        "default/snowflake/1234567890",  // (5)
        setOf("entity:default/snowflake/1234567890")) // (6)
    .build()
val response = data.save() // (7)

1. Use the createDataPolicy() method to start building a data policy with the minimal required information.
2. You must give the policy a name.
3. You must provide the GUID of the persona to attach this policy to.
4. Specify the type of policy (granting or denying access to the data of the resources specified next).
5. Specify the qualifiedName of the connection whose assets this policy should control.
6. Specify the set of qualifiedName prefixes for the assets this policy should control. Each qualifiedName should itself be prefixed with entity:. To control all assets within a connection, this can simply be the qualifiedName of the connection itself.
7. To then add the policy to the persona in Atlan, call the save() method against the policy object you've built.

{
  "entities": [ // (1)
    {
      "typeName": "AuthPolicy", // (2)
      "attributes": {
        "policySubCategory": "data", // (3)
        "policyCategory": "persona", // (4)
        "policyType": "allow", // (5)
        "policyServiceName": "heka", // (6)
        "connectionQualifiedName": "default/snowflake/1234567890", // (7)
        "policyResources": [
          "entity-type:*", // (8)
          "entity:default/snowflake/1234567890" // (9)
        ],
        "name": "Allow access to data", // (10)
        "qualifiedName": "Allow access to data", // (11)
        "policyActions": [
          "select" // (12)
        ],
        "accessControl": { // (13)
          "typeName": "Persona", // (14)
          "guid": "67e08ab7-9688-40bc-ae4a-da2bc06b1588" // (15)
        },
        "policyResourceCategory": "ENTITY" // (16)
      }
    }
  ]
}

1. Wrap all updates in an entities array.
2. For each embedded object, use the exact type name AuthPolicy.
3. You must use a policy subcategory of data.
4. You must use a policy category of persona.
5. Specify the type of policy (granting or denying the actions specified next).
6. You must use a policy service name of heka.
7. Specify the qualifiedName of the connection whose assets will be controlled by this policy.
8. You must include a resource of entity-type:* in the list of resources.
9. Specify the set of qualifiedName prefixes for the assets this policy should control. Each qualifiedName should itself be prefixed with entity:. To control all assets within a connection, this can simply be the qualifiedName of the connection itself.
10. You must give the policy a name.
11. You must give the policy itself a qualifiedName, although this will be overwritten by a generated value by the back-end.
12. Specify the set of permissions you want to allow (or deny) in this policy. A data policy for a persona can only allow or deny select permissions.
13. Use an embedded accessControl object to define the persona to attach this policy to.
14. The embedded type name of the accessControl object must be exactly Persona.
15. You must provide the GUID of the persona to attach this policy to.
16. You must set the policy resource category to ENTITY.

Add a glossary policy

1.4.0 1.0.0

To add a glossary policy to a persona:

Java Python Kotlin Raw REST API

AuthPolicy glossary = Persona.createGlossaryPolicy( // (1)
        "All glossaries", // (2)
        "67e08ab7-9688-40bc-ae4a-da2bc06b1588", // (3)
        AuthPolicyType.ALLOW, // (4)
        Set.of(PersonaGlossaryAction.CREATE, PersonaGlossaryAction.UPDATE), // (5)
        Set.of("entity:OpU9a9kG825gAqpamXugf")) // (6)
    .build();
AssetMutationResponse response = glossary.save(); // (7)

1. Use the createGlossaryPolicy() method to start building a glossary policy with the minimal required information.
2. You must give the policy a name.
3. You must provide the GUID of the persona to attach this policy to.
4. Specify the type of policy (granting or denying the actions specified next).

5. Specify the set of permissions you want to allow (or deny) in this policy.

   To include all permissions

   If you want to include all permissions, you can simply use Arrays.asList(PersonaGlossaryAction.values()).

6. Specify the set of qualifiedNames of glossaries this policy should control. Each qualifiedName should itself be prefixed with entity:.

7. To then add the policy to the persona in Atlan, call the save() method against the policy object you've built.

from pyatlan.client.atlan import AtlanClient
from pyatlan.model.assets import Persona
from pyatlan.model.enums import AuthPolicyType, PersonaGlossaryAction

client = AtlanClient()
glossary = Persona.create_glossary_policy( # (1)
    name="All glossaries", # (2)
    persona_id="67e08ab7-9688-40bc-ae4a-da2bc06b1588", # (3)
    policy_type=AuthPolicyType.ALLOW, # (4)
    actions={PersonaGlossaryAction.CREATE, PersonaGlossaryAction.UPDATE}, # (5)
    resources={"entity:OpU9a9kG825gAqpamXugf"}, # (6)
)
response = client.asset.save(glossary) # (7)

1. Use the create_glossary_policy() method to start building a glossary policy with the minimal required information.
2. You must give the policy a name.
3. You must provide the GUID of the persona to attach this policy to.
4. Specify the type of policy (granting or denying the actions specified next).
5. Specify the set of permissions you want to allow (or deny) in this policy.
6. Specify the set of qualified_names of glossaries this policy should control. Each qualified_name should itself be prefixed with entity:.
7. To then add the policy to the persona in Atlan, call the save() method with the policy object you've built.

val glossary = Persona.createGlossaryPolicy( // (1)
        "All glossaries",  // (2)
        "67e08ab7-9688-40bc-ae4a-da2bc06b1588",  // (3)
        AuthPolicyType.ALLOW,  // (4)
        setOf(PersonaGlossaryAction.CREATE, PersonaGlossaryAction.UPDATE),  // (5)
        setOf("entity:OpU9a9kG825gAqpamXugf")) // (6)
    .build()
val response = glossary.save() // (7)

1. Use the createGlossaryPolicy() method to start building a glossary policy with the minimal required information.
2. You must give the policy a name.
3. You must provide the GUID of the persona to attach this policy to.
4. Specify the type of policy (granting or denying the actions specified next).

5. Specify the set of permissions you want to allow (or deny) in this policy.

   To include all permissions

   If you want to include all permissions, you can simply use PersonaGlossaryAction.values().toList().

6. Specify the set of qualifiedNames of glossaries this policy should control. Each qualifiedName should itself be prefixed with entity:.

7. To then add the policy to the persona in Atlan, call the save() method against the policy object you've built.

{
  "entities": [ // (1)
    {
      "typeName": "AuthPolicy", // (2)
      "attributes": {
        "policySubCategory": "glossary", // (3)
        "policyCategory": "persona", // (4)
        "policyType": "allow", // (5)
        "policyServiceName": "atlas", // (6)
        "policyResources": [
          "entity:OpU9a9kG825gAqpamXugf" // (7)
        ],
        "name": "All glossaries", // (8)
        "qualifiedName": "All glossaries", // (9)
        "policyActions": [
          "persona-glossary-create", // (10)
          "persona-glossary-update"
        ],
        "accessControl": { // (11)
          "typeName": "Persona", // (12)
          "guid": "67e08ab7-9688-40bc-ae4a-da2bc06b1588" // (13)
        },
        "policyResourceCategory": "CUSTOM" // (14)
      }
    }
  ]
}

1. Wrap all updates in an entities array.
2. For each embedded object, use the exact type name AuthPolicy.
3. You must use a policy subcategory of glossary.
4. You must use a policy category of persona.
5. Specify the type of policy (granting or denying the actions specified next).
6. You must use a policy service name of atlas.
7. Specify the set of qualifiedNames of glossaries this policy should control. Each qualifiedName should itself be prefixed with entity:.
8. You must give the policy a name.
9. You must give the policy itself a qualifiedName, although this will be overwritten by a generated value by the back-end.

10. Specify the set of permissions you want to allow (or deny) in this policy.

    To review available permissions

    To review the available permissions, see the SDKs — for example, the PersonaGlossaryAction enum in the Java SDK.

11. Use an embedded accessControl object to define the persona to attach this policy to.

12. The embedded type name of the accessControl object must be exactly Persona.
13. You must provide the GUID of the persona to attach this policy to.
14. You must set the policy resource category to CUSTOM.

Add a domain policy

1.7.0 1.8.0

To add a domain policy to a persona:

Java Python Kotlin Raw REST API

AuthPolicy domain = Persona.createDomainPolicy( // (1)
        "Read access to some domains", // (2)
        "67e08ab7-9688-40bc-ae4a-da2bc06b1588", // (3)
        Set.of(PersonaDomainAction.READ_DOMAIN, PersonaDomainAction.READ_SUBDOMAIN, PersonaDomainAction.READ_PRODUCTS), // (4)
        Set.of("entity:default/domain/marketing", "entity:default/domain/finance")) // (5)
    .build();
AssetMutationResponse response = domain.save(); // (6)

1. Use the createDomainPolicy() method to start building a domain policy with the minimal required information.
2. You must give the policy a name.
3. You must provide the GUID of the persona to attach this policy to.

4. Specify the set of permissions you want to allow in this policy.

   To include all permissions

   If you want to include all permissions, you can simply use Arrays.asList(PersonaDomainAction.values()).

5. Specify the set of qualifiedNames for the domains this policy should control. Each qualifiedName should itself be prefixed with entity:. To control all domains, this can simply be a single value of entity:All domains.

6. To then add the policy to the persona in Atlan, call the save() method against the policy object you've built.

from pyatlan.client.atlan import AtlanClient
from pyatlan.model.assets import Persona
from pyatlan.model.enums import AuthPolicyType, PersonaDomainAction

client = AtlanClient()
domain = Persona.create_domain_policy(  # (1)
    name="Read access to some domains",  # (2)
    persona_id="67e08ab7-9688-40bc-ae4a-da2bc06b1588",  # (3)
    actions={PersonaDomainAction.READ_DOMAIN, PersonaDomainAction.READ_SUBDOMAIN, PersonaDomainAction.READ_PRODUCTS},  # (4)
    resources={"entity:default/domain/marketing", "entity:default/domain/finance"},  # (5)
)
response = client.asset.save(domain)  # (6)

1. Use the create_domain_policy() method to start building a domain policy with the minimal required information.
2. You must give the policy a name.
3. You must provide the GUID of the persona to attach this policy to.
4. Specify the set of permissions you want to allow in this policy.
5. Specify the set of qualified_names for the domains this policy should control. Each qualified_name should itself be prefixed with entity:. To control all domains, this can simply be a single value of entity:All domains.
6. To then add the policy to the persona in Atlan, call the save() method with the policy object you've built.

val domain = Persona.createDomainPolicy( // (1)
        "Read access to some domains",  // (2)
        "67e08ab7-9688-40bc-ae4a-da2bc06b1588",  // (3)
        setOf(PersonaDomainAction.READ_DOMAIN, PersonaDomainAction.READ_SUBDOMAIN, PersonaDomainAction.READ_PRODUCTS),  // (4)
        setOf("entity:default/domain/marketing", "entity:default/domain/finance")) // (5)
    .build()
val response = domain.save() // (6)

1. Use the createDomainPolicy() method to start building a domain policy with the minimal required information.
2. You must give the policy a name.
3. You must provide the GUID of the persona to attach this policy to.

4. Specify the set of permissions you want to allow in this policy.

   To include all permissions

   If you want to include all permissions, you can simply use PersonaDomainAction.values().toList().

5. Specify the set of qualifiedNames for the domains this policy should control. Each qualifiedName should itself be prefixed with entity:. To control all domains, this can simply be a single value of entity:All domains.

6. To then add the policy to the persona in Atlan, call the save() method against the policy object you've built.

{
  "entities": [ // (1)
    {
      "typeName": "AuthPolicy", // (2)
      "attributes": {
        "policySubCategory": "domain", // (3)
        "policyCategory": "persona", // (4)
        "policyType": "allow", // (5)
        "policyServiceName": "atlas", // (6)
        "policyResources": [
          "entity:default/domain/marketing", // (7)
          "entity:default/domain/finance"
        ],
        "name": "Read access to some domains", // (8)
        "qualifiedName": "Read access to some domains", // (9)
        "policyActions": [
          "persona-domain-read", // (10)
          "persona-domain-sub-domain-read",
          "persona-domain-product-read"
        ],
        "accessControl": { // (11)
          "typeName": "Persona", // (12)
          "guid": "67e08ab7-9688-40bc-ae4a-da2bc06b1588" // (13)
        },
        "policyResourceCategory": "CUSTOM" // (14)
      }
    }
  ]
}

1. Wrap all updates in an entities array.
2. For each embedded object, use the exact type name AuthPolicy.
3. You must use a policy subcategory of domain.
4. You must use a policy category of persona.
5. The type of policy should always be allow.
6. You must use a policy service name of atlas.
7. Specify the set of qualifiedNames for the domains this policy should control. Each qualifiedName should itself be prefixed with entity:. To control all domains, this can simply be a single value of entity:All domains.
8. You must give the policy a name.
9. You must give the policy itself a qualifiedName, although this will be overwritten by a generated value by the back-end.

10. Specify the set of permissions you want to allow in this policy.

    To review available permissions

    To review the available permissions, see the SDKs — for example, the PersonaDomainAction enum in the Java SDK.

11. Use an embedded accessControl object to define the persona to attach this policy to.

12. The embedded type name of the accessControl object must be exactly Persona.
13. You must provide the GUID of the persona to attach this policy to.
14. You must set the policy resource category to CUSTOM.

List policies in a persona

1.4.0 1.1.0

To list all the policies in a persona:

Java Python Kotlin Raw REST API

Persona.select() // (1)
    .where(Persona.NAME.eq("Data Assets")) // (2)
    .includeOnResults(Persona.POLICIES) // (3)
    .includeOnRelations(AuthPolicy.NAME) // (4)
    .includeOnRelations(AuthPolicy.POLICY_TYPE)
    .includeOnRelations(AuthPolicy.POLICY_RESOURCES)
    .includeOnRelations(AuthPolicy.POLICY_ACTIONS)
    .stream() // (5)
    .filter(a -> a instanceof Persona)
    .forEach(p -> { // (6)
        Set<IAuthPolicy> policies = ((Persona) p).getPolicies();
        for (IAuthPolicy policy : policies) {
            // Do something with each policy
        }
    });

1. Start by selecting a persona, here using a FluentSearch-based approach.
2. You can select the persona by whatever you like, in this example we are selecting based on its name.
3. Include the policies for the persona as part of the search results.
4. Include all the attributes you want about each policy on the relations of the search results. Here we are including the name, type, actions and resources controlled by each policy.
5. You can then directly stream the results of the search.
6. For each result of the search (itself a Persona), you can then retrieve its policies and iterate through them.

from typing import cast

from pyatlan.client.atlan import AtlanClient
from pyatlan.model.assets import Persona, AuthPolicy
from pyatlan.model.fluent_search import FluentSearch

client = AtlanClient()
request = (
    FluentSearch()
    .where(FluentSearch.asset_type(Persona))  # (1)
    .where(Persona.NAME.eq("Data Assets"))  # (2)
    .include_on_results(Persona.POLICIES)  # (3)
    .include_on_relations(AuthPolicy.NAME)  # (4)
    .include_on_relations(AuthPolicy.POLICY_TYPE)
    .include_on_relations(AuthPolicy.POLICY_RESOURCES)
    .include_on_relations(AuthPolicy.POLICY_ACTIONS)
).to_request()  # (5)
response = client.asset.search(request)  # (6)
for p in response:  # (7)
    policies = cast(Persona, p).policies
    for policy in policies:
        # Do something with each policy

1. Start by selecting a persona, here using a FluentSearch-based approach.
2. You can select the persona by whatever you like, in this example we are selecting based on its name.
3. Include the policies for the persona as part of the search results.
4. Include all the attributes you want about each policy on the relations of the search results. Here we are including the name, type, actions and resources controlled by each policy.
5. You can then translate the FluentSearch into a search request.
6. Run a search using the search request.
7. For each result of the search (itself a Persona), you can then retrieve its policies and iterate through them.

Persona.select() // (1)
    .where(Persona.NAME.eq("Data Assets")) // (2)
    .includeOnResults(Persona.POLICIES) // (3)
    .includeOnRelations(AuthPolicy.NAME) // (4)
    .includeOnRelations(AuthPolicy.POLICY_TYPE)
    .includeOnRelations(AuthPolicy.POLICY_RESOURCES)
    .includeOnRelations(AuthPolicy.POLICY_ACTIONS)
    .stream() // (5)
    .filter { it is Persona }
    .forEach { // (6)
        val policies = (it as Persona).policies
        for (policy in policies) {
            // Do something with each policy
        }
    }

1. Start by selecting a persona, here using a FluentSearch-based approach.
2. You can select the persona by whatever you like, in this example we are selecting based on its name.
3. Include the policies for the persona as part of the search results.
4. Include all the attributes you want about each policy on the relations of the search results. Here we are including the name, type, actions and resources controlled by each policy.
5. You can then directly stream the results of the search.
6. For each result of the search (itself a Persona), you can then retrieve its policies and iterate through them.

{
  "dsl": { // (1)
    "query": {
      "bool": {
        "filter": [
          {
            "term": {
              "__typeName.keyword": {
                "value": "Persona"
              }
            }
          },
          {
            "term": {
              "__state": {
                "value": "ACTIVE"
              }
            }
          },
          {
            "term": {
              "name.keyword": {
                "value": "Data Assets" // (2)
              }
            }
          }
        ]
      }
    },
    "sort": [
      {
        "__guid": {
          "order": "asc"
        }
      }
    ],
    "track_total_hits": true
  },
  "attributes": [
    "policies" // (3)
  ],
  "relationAttributes": [ // (4)
    "name",
    "policyType",
    "policyResources",
    "policyActions"
  ],
  "suppressLogs": true,
  "showSearchScore": false,
  "excludeMeanings": false,
  "excludeClassifications": false
}

1. Start by running a search for personas.
2. You can select the persona by whatever you like, in this example we are selecting based on its name.
3. Include the policies for the persona as part of the search results.
4. Include all the attributes you want about each policy on the relations of the search results. Here we are including the name, type, actions and resources controlled by each policy.

Personalize the persona

2.1.4 1.11.1

To personalize which details to show for assets within a persona:

Java Python Kotlin Raw REST API

Persona toUpdate = Persona.updater( // (1)
        "default/M5HnBQ8QWhrAVGuvBx8iSW", // (2)
        "Data Assets", // (3)
        true) // (4)
    .denyAssetTab(AssetSidebarTab.LINEAGE) // (5)
    .denyAssetTab(AssetSidebarTab.RELATIONS)
    .denyAssetTab(AssetSidebarTab.QUERIES)
    .denyAssetType("Table") // (6)
    .denyAssetType("Column")
    .denyAssetFilter(AssetFilterGroup.TAGS) // (7)
    .denyAssetFilter(AssetFilterGroup.OWNERS)
    .denyAssetFilter(AssetFilterGroup.CERTIFICATE)
    .denyCustomMetadataGuid("59220d25-5d39-4f3a-8de5-072098bee793") // (8)
    .denyCustomMetadataGuid("bb0c9836-94fd-4a54-9007-0f25fb802c2c")
    .build();
AssetMutationResponse response = toUpdate.save(); // (9)

1. Use the updater() method to update a persona.
2. You must provide the qualifiedName of the persona.
3. You must provide the name of the persona.
4. You must provide whether the persona should be active (enabled) or deactivated after the update.
5. You can then chain preferences on which metadata tabs should be hidden when using this persona.
6. You can then set preferences on which asset types should be hidden when using this persona.
7. You can then set preferences on which asset filters should be hidden when using this persona.
8. You can then set preferences on which custom metadata should be hidden when using this persona.
9. To update the persona in Atlan, call the save() method against the object you've built.

from pyatlan.client.atlan import AtlanClient
from pyatlan.model.assets import Persona
from pyatlan.model.enums import AssetSidebarTab, AssetFilterGroup

client = AtlanClient()
to_update = Persona.updater( # (1)
    "default/M5HnBQ8QWhrAVGuvBx8iSW", # (2)
    "Data Assets", # (3)
    True # (4)
)
to_update.deny_asset_tabs = { # (5)
    AssetSidebarTab.LINEAGE.value,
    AssetSidebarTab.RELATIONS.value,
    AssetSidebarTab.QUERIES.value,
}
to_update.deny_asset_types = {"Table", "Column"} # (6)
to_update.deny_asset_filters = { # (7)
    AssetFilterGroup.TAGS.value,
    AssetFilterGroup.OWNERS.value,
    AssetFilterGroup.CERTIFICATE.value,
}
to_update.deny_custom_metadata_guids = { # (8)
    "59220d25-5d39-4f3a-8de5-072098bee793",
    "bb0c9836-94fd-4a54-9007-0f25fb802c2c",
}
response = client.asset.save(to_update) # (9)

1. Use the updater() method to update a persona.
2. You must provide the qualifiedName of the persona.
3. You must provide the name of the persona.
4. You must provide whether the persona should be active (enabled) or deactivated after the update.
5. You can then set preferences on which metadata tabs should be hidden when using this persona.
6. You can then set preferences on which asset types should be hidden when using this persona.
7. You can then set preferences on which asset filters should be hidden when using this persona.
8. You can then set preferences on which custom metadata should be hidden when using this persona.
9. To update the persona in Atlan, call the save() method with the object you've built.

val toUpdate = Persona.updater( // (1)
        "default/M5HnBQ8QWhrAVGuvBx8iSW",  // (2)
        "Data Assets",  // (3)
        true) // (4)
    .denyAssetTab(AssetSidebarTab.LINEAGE) // (5)
    .denyAssetTab(AssetSidebarTab.RELATIONS)
    .denyAssetTab(AssetSidebarTab.QUERIES)
    .denyAssetType("Table") // (6)
    .denyAssetType("Column")
    .denyAssetFilter(AssetFilterGroup.TAGS) // (7)
    .denyAssetFilter(AssetFilterGroup.OWNERS)
    .denyAssetFilter(AssetFilterGroup.CERTIFICATE)
    .denyCustomMetadataGuid("59220d25-5d39-4f3a-8de5-072098bee793") // (8)
    .denyCustomMetadataGuid("bb0c9836-94fd-4a54-9007-0f25fb802c2c")
    .build()
val response = toUpdate.save() // (9)

1. Use the updater() method to update a persona.
2. You must provide the qualifiedName of the persona.
3. You must provide the name of the persona.
4. You must provide whether the persona should be active (enabled) or deactivated after the update.
5. You can then chain preferences on which metadata tabs should be hidden when using this persona.
6. You can then set preferences on which asset types should be hidden when using this persona.
7. You can then set preferences on which asset filters should be hidden when using this persona.
8. You can then set preferences on which custom metadata should be hidden when using this persona.
9. To update the persona in Atlan, call the save() method against the object you've built.

{
  "entities": [ // (1)
    {
      "typeName": "Persona", // (2)
      "attributes": {
        "qualifiedName": "default/M5HnBQ8QWhrAVGuvBx8iSW", // (3)
        "name": "Data Assets" // (4)
        "isAccessControlEnabled": true, // (5)
        "denyAssetTabs": [ // (6)
          "Lineage",
          "Relations",
          "Queries"
        ],
        "denyAssetTypes": [ // (7)
          "Table",
          "Column"
        ],
        "denyAssetFilters": [ // (8)
          "__traitNames",
          "owners",
          "certificateStatus"
        ],
        "denyCustomMetadataGuids": [ // (9)
          "59220d25-5d39-4f3a-8de5-072098bee793",
          "bb0c9836-94fd-4a54-9007-0f25fb802c2c"
        ],
      }
    }
  ]
}

1. Wrap all updates in an entities array.
2. For each embedded object, use the exact type name Persona.
3. You must provide the qualifiedName of the persona.
4. You must provide the name of the persona.
5. You must provide whether the persona should be active (enabled) or deactivated after the update.
6. You can then set preferences on which metadata tabs should be hidden when using this persona.
7. You can then set preferences on which asset types should be hidden when using this persona.
8. You can then set preferences on which asset filters should be hidden when using this persona.
9. You can then set preferences on which custom metadata should be hidden when using this persona.

To review available tabs/filters

To review the values of tabs and filters, refer to the SDKs. For example, check the AssetSidebarTab and AssetFilterGroup enums in the SDKs.

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