Data Approval Process (Data Owner)

This page outlines the steps of the data authorization process for the Power BI Service.

1. A data owner will receive a request either directly from a user or from Student Affairs IT.  
2. The data owner will review the request and the reasons outlined in the request. 
3. The data owner may require additional information or training to be completed prior to a determination. 
4. If Approved
   1. The data owner will add a comment on the corresponding App Approval page in Confluence with a statement such as "I approve Joe Gaucho" to use this App. /wiki/spaces/PB/pages/805406307
      1.  
   2. The data owner will add a line in the Approval Log on the same page:
      1.  
   3. The data owner will inform IT of any data approval.     
   4. IT will request users' account information be added into the appropriate security group enabling the access by doing the following:  
      1. Create a CSV in the following format:   Groupname, Username
         1. Example: 

            1. Groupname,Username

               PBI_users,NetID

               SampleGroup,NetID

      2. Email the CSV to sist.identityhelp@sa.ucsb.edu
   5. The Identity Help team will run a script which will assign the user to the my.ucsb.edu groups and email you back when it is complete.
   6. The AD synchronization between the on-prem directory and Azure Active Directory will usually sync and apply the licensing within a few minutes of being notified.
   7. The User should now be able to log in to power bi and setup multi factor authentication with Duo.
   8. IT will inform the data owner and the end user that access has been granted and provide information that will help the user get started with the service.  
5. If Denied,
   1. No Action is taken by IT to enable the access.  
   2. The data owner will inform the requester of the decision.