What would you do if you knew?

Transcription

1 What would you do if you knew? Teradata Data Lab User Guide Release B K March 2015

2 The product or products described in this book are licensed products of Teradata Corporation or its affiliates. Teradata, Active Data Warehousing, Active Enterprise Intelligence, Applications-Within, Aprimo Marketing Studio, Aster, BYNET, Claraview, DecisionCast, Gridscale, MyCommerce, QueryGrid, SQL-MapReduce, Teradata Decision Experts, "Teradata Labs" logo, Teradata ServiceConnect, Teradata Source Experts, WebAnalyst, and Xkoto are trademarks or registered trademarks of Teradata Corporation or its affiliates in the United States and other countries. Adaptec and SCSISelect are trademarks or registered trademarks of Adaptec, Inc. AMD Opteron and Opteron are trademarks of Advanced Micro Devices, Inc. Apache, Apache Hadoop, Hadoop, and the yellow elephant logo are either registered trademarks or trademarks of the Apache Software Foundation in the United States and/or other countries. Apple, Mac, and OS X all are registered trademarks of Apple Inc. 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3 Table of Contents Preface...7 Audience... 7 Revision History... 7 Additional Information...7 Related Links...7 Related Documentation...7 Customer Education... 8 Product Safety Information...8 Chapter 1: Overview...9 Introduction to Teradata Data Lab...9 Data Labs Workflow About Data Labs About Lab Groups Teradata Database Privileges Data Lab Users...11 Chapter 2: Managing Lab Groups and Labs Connecting to a System Disconnecting from a System Changing Systems...13 Setting Notifications Working with Lab Groups...14 Access and Approval Controls for Lab Groups Access Controls Approval Controls Adding a Lab Group...16 Request Limits Changing Allocated Space...20 Changing the Lab Group Teradata Data Lab User Guide, Release

4 Table of Contents Changing Access for Viewing Users and Roles...21 Changing Default Lab Group Owner Notifications Changing Lab Group Default Users...21 Changing Lab Group Owners...22 Changing Lab Group Privacy Changing Lab Group Thresholds and Approvers Deleting a Lab Group...24 Working with Labs...25 Changing the Default Lab Size Changing the Default Lab Expiration...25 Changing Default Lab Instructions...26 Changing Default Lab Request Limits...26 Changing Default Lab Owner Notifications Deleting Expired Labs...27 About the Settings View Managing Default Settings Setting Display Thresholds...28 Chapter 3: Monitoring Lab Groups, Labs, and Tables...31 About Monitoring...31 Viewing Lab Group Details Viewing Lab Details...33 Viewing Sample Rows Exporting Data...33 Metrics for Monitoring, Approvals, and Requests Tabs Chapter 4: Managing Requests and Approvals About Requests Requesting a Lab...38 Request Status Viewing Request Status Viewing the Request Log Metrics for Request Log...41 Requesting a Lab Size Increase Requesting a Lab Size Decrease...43 Requesting the Addition of a User Teradata Data Lab User Guide, Release 15.10

5 Table of Contents Requesting the Removal of a User...45 Requesting the Addition of an Owner...45 Requesting the Removal of an Owner Requesting a Lab Deletion Requesting a Lab Extension Requesting a Change in Lab Details Requesting a Table Edit...50 Requesting Reinstatement of a Lab...50 Sending Other Requests Requesting to Drop a Table...52 Deleting a Request...52 Resubmitting a Failed Request About Approvals Viewing Requests for Approval...54 Approving Requests Denying Requests Teradata Data Lab User Guide, Release

6 Table of Contents 6 Teradata Data Lab User Guide, Release 15.10

7 Preface Audience This guide is intended for use by: Database administrators System administrators Application developers and users Revision History Date Release March Added content to support: Merging of the existing portlets into a single Data Labs portlet New Lab Group Setup Wizard Custom date ranges for data lab expiration and deletion Maximum data lab size and extension User and role display for a lab group and at the data lab levels Request log export Additional Information Related Links URL Use Teradata At Your Service to access Orange Books, technical alerts, and knowledge repositories, view and join forums, and download software packages. External site for product, service, resource, support, and other customer information. Related Documentation Documents are located at Teradata Data Lab User Guide, Release

8 Preface Product Safety Information Title Teradata Viewpoint User Guide Publication ID B Describes the Teradata Viewpoint portal, portlets, and system administration features. Teradata Viewpoint Installation, Configuration, and Upgrade Guide for Customers B Describes how to install Viewpoint software, configure settings, and upgrade a Teradata Viewpoint server. Customer Education Teradata Customer Education designs, develops and delivers education that builds adept skills and capabilities for our data warehousing technology customers, enabling them to maximize their Teradata investment. Teradata offers a variety of delivery formats to suit your needs. The combination of web technology through the Teradata Education Network, along with hands-on classroom training, provides each user level with a wide range of opportunities to gain knowledge about our data warehousing tools. Our flexible education options build upon and complement one another to give you a cost effective, robust education offering. On this website, you can view and enroll in any Teradata Customer Education training offering. As the premier on-line learning environment for Teradata users, Teradata Education Network (TEN) is a membership-based learning community that allows you to harness the power of the internet and expand your knowledge of Teradata data warehousing tools at your own pace... anytime, anywhere. If you do not have a membership that includes web-based training courses, you can purchase courses at or Teradata University. Product Safety Information This document may contain information addressing product safety practices related to data or property damage, identified by the word Notice. A notice indicates a situation which, if not avoided, could result in damage to property, such as equipment or data, but not related to personal injury. Example Notice: Improper use of the Reconfiguration utility can result in data loss. 8 Teradata Data Lab User Guide, Release 15.10

9 CHAPTER 1 Overview Introduction to Teradata Data Lab A data lab is a separate dedicated space within a production data warehouse for agile development of new analytic queries that can combine personal, ad hoc, or temporary data with production data. Use a data lab to quickly analyze, reorganize, model, and prototype a sample of real-time data, and experiment without any risk to production data. A data lab benefits your organization in the following ways: Model data to see value before it is formally incorporated into the data warehouse Analyze data to see if it supports a prototype or proof of concept Access production space quickly and easily Manage workloads for data separately from production service level goals Explore data in production tables while maintaining data integrity Evaluate data on a short-term basis, such as for a merger or acquisition Reduce the database administrator workload by allowing users to manage data independently Teradata Data Lab User Guide, Release

10 Chapter 1 Overview Introduction to Teradata Data Lab Data Labs Workflow Data labs are created and maintained by the Teradata Database Administrator (DBA) or by designated owners depending on the needs of the organization. A best practice is to create a team that defines the needs of the organization and establishes governance, practices, and characteristics for the data labs. The Data Labs portlet allows you to add lab groups. As part of the lab group creation, defaults are defined for each data lab provisioned within the lab group. Additionally, access and approval controls and lab instructions can be established. Lab instructions provide guidance and best practices to help lab users. For example, provide information for loading data into tables using Teradata Data Mover or load utilities such as FastLoad or MultiLoad. Make a lab group private for security or other reasons so the labs in the lab group are only available to a restricted set of Teradata Database users and roles. After the lab group is created, the DBA has the ability to provision a data lab within the lab group and can assign lab group owners who approve user and space requests. Some of those requests can be set to be automatically approved. After a request to add a lab is approved, the lab can be immediately used. The DBA can load data from external sources or aggregate data from production tables. If the user decides data is ready to go into production, they can the owner or send a request. A request sends a message to the lab owner. The lab owner or the DBA can move the tables into production in accordance with corporate policies. About Data Labs A data lab is a separate dedicated space within a production data warehouse used for agile development of new analytic queries that can combine personal, ad hoc, or temporary data with production data. Data labs are governed by the DBA or by designated users, depending on the needs of the organization. The Teradata Viewpoint Administrator can use the Roles Manager portlet to assign portlet permissions to the roles. Setting the Manage Lab Groups permission enables the role to create, edit, and delete lab groups. Enabling the Dictionary data collector in the Monitored Systems portlet ensures displayed data stays fresh in the Data Labs portlet and permissions are synchronized with the Teradata Database. There are several types of data lab users who use the portlet. Lab group owners, lab owners, and lab users submit requests for actions they want to do, such as adding or deleting a lab, increasing or decreasing the lab size, extending the lab expiration date, and so on. The Settings view allows you to set thresholds that turn information red in the portlet view. From the portlet frame, you can set criteria for receiving notifications. About Lab Groups A lab group is used to allocate space for labs. Organize lab groups in ways that best suit your organization, such as by function, department, country, or region. For example, you may 10 Teradata Data Lab User Guide, Release 15.10

11 Chapter 1 Overview Introduction to Teradata Data Lab have four lab groups and eleven labs. You must have permission from the DBA to create, edit, and delete lab groups. Labs can be set to expire. Teradata Database Privileges A lab group is a database that is created in the underlying parent database that is selected when a lab group is created. A child database is created in the underlying Lab Group database when an add lab request is approved. The actions in the portlet affect the Teradata Database privileges or accessibility on the underlying Lab databases as listed below. Action in the Portlet When a lab expires When a lab is reinstated When a lab is deleted When a Teradata Database user or role is made read-only After a lab extension is approved on an expired lab Privileges or Accessibility on the Lab Database READ and WRITE commands cannot be performed. READ and WRITE commands can be performed. A DROP command is performed. Users can only issue SELECT statements, but not other DML statements or DDL. This prevents users or roles from creating, modifying, or dropping Teradata Database tables in a lab. The lab owner gets access to the Lab database. Data Lab Users DBAs The DBA, typically your Teradata Database Administrator, ensures the integrity and health of the production system. They also want to share the workload where it Teradata Data Lab User Guide, Release

12 Chapter 1 Overview Introduction to Teradata Data Lab makes sense. The portlet provides integration aspects into Teradata workload management strategies, in particular Teradata Active System Management (TASM), allowing the data lab environment to be managed using wildcard classifications. After workload management is set up and a portion of database space is allocated, data labs management can be given to one or more data lab owners. Typically, your DBA architects the lab group structure, creates lab groups, assigns lab group owners to manage approvals, manages space, configures workload management, and can approve requests. Also, the DBA ensures the proper Teradata Database privileges are given and works with the Teradata Viewpoint Administrator to ensure the Data Labs portlet permissions are assigned to the Viewpoint role allowing users in that role to create, edit, and delete lab groups. Power Users End Users The power user, typically owns and manages data labs, is an IT representative for their team where they manage the external repositories for data proofing. They act as the liaison between the DBA and the business analyst and end users. With the Data Lab framework and appropriate Viewpoint portlets, management responsibilities are simplified and are more efficient with more productive results. Typically, your power user can be either the lab group owner or the lab owner. As the lab group owner, they send and approve requests, can delegate approval authority, and receive lab group notifications. As the lab owner, they manage labs, can approve requests if given approval authority, receive lab notifications, and use labs to analyze data. The end user, typically a business analyst, explores data and tests theories. They want to easily implement the proofing of data and then migrate new data into production information. Data labs provide proof that test results will be consistent when implemented in production. The end user receives fresh data and does not have to wait for periodic data loads from production. Typically, the end user sends requests, views tables in a lab, and uses labs to analyze data. 12 Teradata Data Lab User Guide, Release 15.10

13 CHAPTER 2 Managing Lab Groups and Labs Connecting to a System 1 In the Connect to System dialog box, select a system from the list. 2 Type your Teradata Database user ID and password. 3 [al] Do any of the following: Enter an Account String Select an Authentication Mechanism from the list Select a Character Set from the list 4 Click Connect. Disconnecting from a System 1 From the portlet frame, click next to the system name, and select Disconnect. Changing Systems 1 From the portlet frame, click next to the system name, and select Change System. 2 Select a system from the list. 3 Enter your Teradata Database user ID and other login information. 4 Click Connect. Setting Notifications You can set criteria for receiving notifications. The notifications you set are specific to you as a requester, approver, lab owner, or lab group owner. Changes are applied to all your instances of the Data Labs portlet. The Data Labs portlet is dependent on the Teradata alert service to send notifications. 1 Click in the portlet frame, and select My Notifications. Teradata Data Lab User Guide, Release

14 Chapter 2 Managing Lab Groups and Labs Working with Lab Groups 2 Select or clear the check boxes for notification. 3 Click OK. Working with Lab Groups A lab group is used by the lab group owner to allocate space for labs. A lab group in Teradata Viewpoint is a database in the Teradata Database and data labs are children of the that database. The Teradata Viewpoint Administrator assigns portlet permissions to a role allowing that role to create, edit, and delete lab groups. When a lab group is created, the available space allocated to the lab group is defined, as well as the default lab size, default lab expiration, when an expired lab is automatically deleted, and a lab prefix when new labs are added to the lab group. A lab prefix precedes your lab name to help manage workloads and is optional. For new labs, users can request any lab size or expiration date. The following settings can be applied either when a lab group is created or after a lab group is created: Control access to a lab group for security or other reasons so the labs in the lab group are only available to a restricted set of Teradata Database users and roles. Control who approves requests. For example, a lab group owner can temporarily give the lab owner control of approving requests while the lab group owner is on vacation. Provide lab instructions for a lab group that provide guidance and best practices to help lab users. For example, provide information for loading data into tables using Teradata Data Mover or load utilities such as FastLoad or MultiLoad. These instructions are optional. Assign read-only access to prevent Teradata Database users and roles from creating or modifying tables in the lab. Read-only users cannot send requests to remove a user, increase or decrease lab size, delete, extend, or reinstate a lab, drop a table, or edit lab details. Users or roles with read-only access can send requests to add a lab, add a user, or send an Other request. Access and Approval Controls for Lab Groups Access Controls Access controls determine who can access the labs for security or other reasons and whether lab users can view lab group details and lab details. These controls are typically set when a lab group is created, however, the controls can be added or changed later. The access controls are described below. 14 Teradata Data Lab User Guide, Release 15.10

15 Chapter 2 Managing Lab Groups and Labs Working with Lab Groups Control Control Locations Control Enable display of users and roles for the lab group and labs Restrict access to selected users and roles check box Step 1 Lab Group in the Add Lab Group wizard when you add a lab group Lab Group tab after the lab group has been created Step 4 Private in the Add Lab Group wizard when you add a lab group Private tab after the lab group has been created Read-only check box Step 4 Private in the Add Lab Group wizard when you add a lab group Private tab after the lab group has been created Give access to selected users and roles check box Step 5 Default Users in the Add Lab Group wizard when you add a lab group Default Users tab after the lab group has been created Approval Controls Select to enable lab users to see the Users tab when viewing lab group details and lab details. Select to restrict which Teradata Database users and roles can access the labs in the lab group. Select to prevent Teradata Database users and roles from creating or modifying tables in the lab. Read-only users cannot send requests to remove a user, increase or decrease lab size, delete, extend, or reinstate a lab, drop a table, or edit lab details. Users or roles with read-only access can send requests to add a lab, add a user, or send an Other request. Select to give default Teradata Database users and roles access to all labs in this lab group. Approval controls determine who approves requests or if requests are automatically approved. These controls are typically set when a lab group is created, however, the controls can be changed later. Set approval controls in Step 6 Approvers of the Add Lab Group wizard when a lab group is created or from the Approvers tab after a lab group is created. When a lab group is created, you have the option to set request limits on automatic approvals for increase lab size and lab extension requests. The approval controls are described below. Control Automatic Lab Owner Lab Group Owner Control Requests that are less than or equal to the size or duration are automatically approved. Requests that are less than or equal to the size or duration, and greater than Automatic, are approved by either the lab owner or lab group owner. Requests with a size or duration greater than the Automatic or Lab Owner thresholds are approved by the lab group owner. The types of requests that a lab group owner can delegate to the lab owner to approve are: Add or remove user Add or remove owner Delete lab Decrease lab size Drop table Teradata Data Lab User Guide, Release

16 Chapter 2 Managing Lab Groups and Labs Working with Lab Groups The lab group owner can also delegate authority to the lab owner to approve requests to increase lab size to a specified size and extend a lab by a specified time frame or specify no expiration. Adding a Lab Group Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. The Teradata Database user ID you use when you log in to the portlet must have the DROP USER Teradata Database privilege to update or delete a lab group and the following privileges to create a lab group: CREATE USER CREATE ROLE WITH GRANT OPTION GRANT EXECUTE ON DBC.LogonRule A wizard at the top of the screen guides you through the steps to create a new lab group. You can return to completed steps by clicking the numbered step. After a lab group is created, most settings can be changed at a later time by the Viewpoint role with Manage Lab Groups permission. Thresholds can be set and approvers selected for each request type. By default, all requests are sent to the lab group owner for approval. Approvals can be delegated to lab owners or set to automatically approve. 1 From the Monitoring tab, click next to LAB GROUPS. 2 In Lab Group (step 1), do the following to specify lab group details and the lab group owner notification: a b c d e Type a lab group name up to 18 characters. [al] Type a lab group description up to 500 characters. Type or select a parent database from the list. Type the amount of space to allocate to the lab group. If the space is too low, lab users will be unable to request to add more labs in the lab group. [al] Select the Enable display of users and roles for the lab group and labs check box to enable lab users to see the Users tab when viewing lab group details and lab details. f Type a percentage from 1% to 100%. 16 Teradata Data Lab User Guide, Release 15.10

17 Chapter 2 Managing Lab Groups and Labs Working with Lab Groups When the allocated space is within the specified percentage of the lab group size, the lab group owner receives an notification, depending on the notification settings. g Click Next. 3 In Labs (step 2), specify the default lab settings, request limits, and lab owner notifications, and click Next. The default lab settings appear when labs are created, but users can submit a request to overwrite the settings for their specific labs. Default lab settings can be changed by the Viewpoint role with Manage Lab Groups permission after the lab group is created except where noted. a b c d e f g Type a size for the default lab. If the size is too low, users will be unable to load more data into the lab, requiring the lab user to send frequent requests to increase the lab size. [al] Select the Expire lab after check box and either select the number of days from the menu or type a number from 1 to 9999 and press Enter. If the check box is not selected, no lab expiration is set. [al] For lab groups that have an expiration duration for its labs, select the Remove the "No expiration" option from requests check box to inform lab users that the labs must expire. The No expiration option will not appear for users requesting a lab to be added or extended. [al] Select the Delete expired after check box and either select the number of days from the menu or type the number of days from 1 to 9999 and press Enter if you want an expired lab to delete automatically when the set value is reached. [al] Select the Grant lab users CREATE TABLE privilege check box to allow lab users to create Teradata Database tables in the underlying Lab database using the CREATE TABLE statement. This setting cannot be changed after the lab group is created. [al] Type a lab prefix up to six characters. The lab prefix precedes all lab names in the lab group to help manage workloads. The lab prefix cannot be changed after the lab group is created. [al] Type lab instructions up to 500 characters. Lab instructions provide guidance and best practices to help lab users. h [al] Under Request Limits, specify a maximum size in MB, GB, or TB from 1 to 9999 for all labs in a lab group. Requests to increase a lab size that exceed the specified maximum lab size will be sent to the lab group owner for approval. For more information, see Request Limits. i [al] Under Request Limits, select the check box, and then select the number of days from the menu or type the number of days from 1 to 9999 and press Enter to limit the maximum cumulative life for all labs in the lab group. Teradata Data Lab User Guide, Release

18 Chapter 2 Managing Lab Groups and Labs Working with Lab Groups Requests to extend a lab that exceed the specified number of days will be sent to the lab group owner for approval. For more information, see Request Limits. j Under Lab Owner Notifications, select the number of days before a lab expires in which to trigger an notification. An notification is sent to the lab owner when the number of days is reached, depending on the notification settings. k Under Lab Owner Notifications, type a percentage from 1% to 99%. An notification is sent to the lab owner when the available space for the lab falls below the percentage you set, depending on the notification settings. 4 In Owners (step 3), select which Viewpoint users and roles own the lab group: a Select a user from the Available users box and click to move that user (owner) to the Selected users box. If there are more than 500 users, use the User list filter. b Select a role from the Available roles box and click to move that role to the Selected roles box. c [al] In the User list filter box, type to filter the list of available users. d Click Next. 5 In Private (step 4), do one of the following to restrict access to the lab group: Not private Private Click Next if you do not want to place any restrictions on which Teradata Database users and roles can access labs in this lab group. a. Select the Restrict access to selected users and roles check box to restrict which Teradata Database users and roles can access the lab group. b. Select a user from the Available users box, and click to move that user to the Selected users box. If there are more than 500 users, use the User list filter. c. Select a role from the Available roles box, and click to move that role to the Selected roles box. d. [al] Select the Read-only check box if you want to give read-only access to labs in this lab group. Read-only users cannot send requests to remove a user, increase or decrease lab size, delete, extend, or reinstate a lab, drop a table, or edit lab details. e. Click Next. 6 In Default Users (step 5), do one of the following to provide access to all labs in this lab group: 18 Teradata Data Lab User Guide, Release 15.10

19 Chapter 2 Managing Lab Groups and Labs Working with Lab Groups Do not give access Give access Click Next if you do not want to create any default users. A default user is a Teradata Database user or role that has either full or read-only access to all labs in a lab group. a. Select the Give access to selected users and roles check box to give lab access to selected Teradata Database users and roles in the lab group. Note: When you give access to default users and roles, they will have either full or read-only access to all labs in the lab group. b. Select a user from the Available users box, and click to move that user to the Selected users box. If there are more than 500 users, use the User list filter. c. Select a role from the Available roles box, and click to move that role to the Selected roles box. d. [al] Select the Read-only check box if you do not want the user or role to create, modify, or drop Teradata Database tables in the labs in the lab group. e. Click Next. 7 In Approvers (step 6), do one of the following to set approvers for each request type: For more information, see approval controls. Default lab group owner approval Automatic approval Lab owner Lab group owner Click Create if you do not want to set thresholds and want the lab group owner to approve all request types by default. a. In the top section, specify thresholds under Automatic approval so that requests that are less than or equal to the setting are approved automatically for increasing lab size, extending a lab, and adding a lab. b. In the bottom section, select Automatic approval for each request if no approval is required. c. Click Create. a. In the top section, specify thresholds under Lab owner so that requests that are less than or equal to the settings for increasing lab size and extending a lab, and greater than Automatic approval, are approved by the lab owner or lab group owner. b. In the bottom section, select Lab owner for each request if approval is required from the lab owner or the lab group owner. c. Click Create. In the top section, requests for increasing lab size and extending a lab greater than the Automatic approval or Lab owner thresholds are approved automatically by the lab group owner. a. In the bottom section, select Lab group owner for each request if approval is required from the lab group owner. Teradata Data Lab User Guide, Release

20 Chapter 2 Managing Lab Groups and Labs Working with Lab Groups b. Click Create. A confirmation message appears. 8 Click Done. Request Limits The lab group owner has the option to set the following request limits on automatic approvals for requests to increase lab size and for lab extensions: Maximum size If a lab has exceeded its size threshold, automatic approvals no longer apply and the lab group owner must approve requests to increase the lab size by the setting specified (1 to 9999 MB, GB, or TB). Limit the maximum cumulative life If a lab has exceeded its life threshold by repeated extensions, automatic approvals no longer apply and the lab group owner must approve requests to extend or reinstate a lab by the number of days specified (1 to 9999). Changing Allocated Space Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. After a lab group is created, you can change the allocated space for the lab group. 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Edit. 2 From the Lab Group tab, change the amount of allocated space. 3 Click Save. The updated allocated space appears in the Allocated column in the Lab Groups table. Changing the Lab Group Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. After a lab group is created, you can change the lab group description. 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Edit. 2 From the Lab Group tab, change the description. 3 Click Save. The updated description appears in the column in the Lab Groups table. 20 Teradata Data Lab User Guide, Release 15.10

21 Chapter 2 Managing Lab Groups and Labs Working with Lab Groups Changing Access for Viewing Users and Roles Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. After a lab group is created, you can change who can see the users and roles assigned to a lab group or data lab. 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Edit. 2 From the Lab Group tab, do one of the following for the Enable display of users and roles for the lab group and labs check box: Select to show the Users tab in the View Lab Group Details and the View Lab Details dialog boxes. Clear to hide the Users tab in the View Lab Group Details and the View Lab Details dialog boxes. The General and Owners tabs in the View Lab Group Details and the View Lab Details dialog boxes cannot be hidden. 3 Click Save. Changing Default Lab Group Owner Notifications Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. After a lab group is created, you can change their default notifications. The My Notifications view allows you to enable or disable notifications. The Teradata Viewpoint Administrator must complete the configuration before notifications can be triggered. 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Edit. 2 From the Lab Group tab, under Notification, enter a percentage from 1% to 99% for Send if available space is less than. 3 Click Save. An notification is triggered to the lab group owner if available space for the lab group falls below the percentage. Changing Lab Group Default Users Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. After a lab group is created, you can change the lab group default users. When the lab group owner gives access to default Teradata Database users and roles, they can have either full or read-only access to all labs in the lab group. Teradata Data Lab User Guide, Release

22 Chapter 2 Managing Lab Groups and Labs Working with Lab Groups 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Edit. 2 Click the Default Users tab. 3 Select the Give access to selected users and roles check box. 4 Change the Teradata Database users and roles that can access all labs in a lab group: Change current lab group default users Add more lab group default users Use to move the selected users and roles from the Selected boxes to the Available boxes. Use to move the selected users and roles from the Available boxes to the Selected boxes. [al] Select the Read-only check box if you want to give read-only access to labs in this lab group. Read-only users cannot send requests to remove a user, increase or decrease lab size, delete, extend, or reinstate a lab, drop a table, or edit lab details. Use to move one or more selected users and roles in the Available boxes to the Selected boxes. [al] Select the Read-only check box if you want to give read-only access to labs in this lab group. Read-only users cannot send requests to remove a user, increase or decrease lab size, delete, extend, or reinstate a lab, drop a table, or edit lab details. 5 [al] In the User list filter box, type to filter the list of available users. 6 Click Save. Changing Lab Group Owners Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. After a lab group is created, you can change the current lab group owner or add more lab group owners. 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Edit. 2 Click the Owners tab. 3 Change the lab group owners: Change current lab group owner Use to move the selected lab group owner and role from the Selected boxes to the Available boxes. Use to move the selected owner (user) and role from the Available boxes to the Selected boxes. 22 Teradata Data Lab User Guide, Release 15.10

23 Chapter 2 Managing Lab Groups and Labs Working with Lab Groups Add more lab group owners Use to move one or more selected users and roles from the Available boxes to the Selected boxes. If there are more than 500 users, use the User list filter. 4 [al] In the User list filter box, type to filter the list of available users. 5 Click Save. Changing Lab Group Privacy Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. After a lab group is created, you can change the lab group privacy. Make a lab group private for security or other reasons so the labs in the lab group are only available to a restricted set of Teradata Database users and roles. 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Edit. 2 Click the Private tab. 3 Do one of the following to set privacy limitations: Select the Restrict access to selected users and roles check box to restrict which Teradata Database users and roles can access the lab group. Clear the Restrict access to selected users and roles check box to allow all Teradata Database users and roles access to the lab group. 4 If you selected the check box, do the following to designate those who have access: Use to move one or more selected Teradata Database users and roles from the Available boxes to the Selected boxes. If there are more than 500 users, use the User list filter. [al] Select the Read-only check box if you want to give read-only access to labs in this lab group. Read-only users cannot send requests to remove a user, increase or decrease lab size, delete, extend, or reinstate a lab, drop a table, or edit lab details. [al] In the User list filter box, type to filter the list of available users. 5 Click Save. Changing Lab Group Thresholds and Approvers Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. After a lab group is created, you can change the lab group thresholds and approval controls. Set the thresholds and select approvers for each request type. If no settings are specified, all approval and threshold requests for a lab are sent to the lab group owner by default. Teradata Data Lab User Guide, Release

24 Chapter 2 Managing Lab Groups and Labs Working with Lab Groups 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Edit. 2 Click the Approvers tab. 3 Do any of the following to set thresholds: Automatic approval Lab owner Lab group owner Specify a threshold under Automatic approval so that lab requests that are less than or equal to the size or duration of the setting are approved automatically. Specify a threshold under Lab owner so that lab requests that are less than or equal to the size or duration, and greater than Automatic approval, are approved by the lab owner. Requests with a size or duration greater than the Automatic approval or Lab owner threshold are approved by the lab group owner. 4 Do any of the following to select approvers for each request type: By default, all requests are sent to the lab group owner for approval. Approvals can be delegated to lab owners or set to automatically approve. Automatic approval Select Automatic approval when approval is not required. Lab owner Lab group owner Select Lab owner when the request requires approval from the lab owner or lab group owner. Select Lab group owner when the request requires approval from the lab group owner. 5 Click Save. Deleting a Lab Group Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. The Teradata Database user ID you use when you log in to the portlet must have the DROP USER Teradata Database privilege. 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Delete Lab Group. A confirmation message appears. 2 Click Delete. The lab group no longer appears in the Lab Groups table. 24 Teradata Data Lab User Guide, Release 15.10

25 Chapter 2 Managing Lab Groups and Labs Working with Labs Working with Labs The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role to change the default settings. This role can change the default settings for the lab size, lab expiration, lab instructions, lab request limits, lab owner notifications, or deleting expired labs. You can submit a new request to add a lab using the Requests tab if at least one lab group exists. You will receive an notification that either approves or denies your request. You can submit a request to be added to a lab if at least one lab exists. The Add User button appears after you add the Data Labs portlet from the Add Content view and log in, allowing you to submit a request. You will receive an notification after your request has been approved, depending on your notification settings. Changing the Default Lab Size Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Edit. 2 Click the Labs tab. 3 Under Default Lab Settings, change the Size for the default lab. 4 Click Save. The updated size appears in the Size column in the Labs table. Changing the Default Lab Expiration Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Edit. 2 Click the Labs tab. 3 Under Default Lab Settings, select the Expire lab after check box and either select the number of days from the menu or type a number from 1 to 9999 and press Enter. The updated expiration date appears in the Expires column in the Labs table. 4 [al] If you decide to expire the lab, you can select the Remove the "No expiration" option from requests check box. The No expiration option no longer appears for users to select when requesting a lab to be added or extended. 5 Click Save. Teradata Data Lab User Guide, Release

26 Chapter 2 Managing Lab Groups and Labs Working with Labs Changing Default Lab Instructions Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Edit. 2 Click the Labs tab. 3 Under Default Lab Settings, add or update lab instructions in the Lab Instructions box. 4 Click Save. The updated lab instructions appear when the approver views the Request Details pane in the Approvals tab. Changing Default Lab Request Limits Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. You can specify a maximum lab size for all labs in a lab group. If a request for an increase in lab size exceeds the specified maximum size, it must be approved by the lab group owner or lab owner. You can limit the maximum cumulative life for all labs in a lab group. If a request to extend a lab exceeds the specified number of days, it must be approved by the lab group owner or lab owner. 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Edit. 2 Click the Labs tab. 3 [al] Under Request Limits, specify a maximum size in MB, GB, or TB from 1 to 9999 for all labs in a lab group. Requests to increase a lab size that exceed the specified maximum lab size will be sent to the lab group owner or lab owner for approval. 4 [al] Under Request Limits, do the following: a Select the check box. b Select the number of days from the menu or type a number from 1 to 9999 and press Enter to limit the maximum cumulative life for all labs in a lab group. Requests to extend a lab that exceed the specified number of days will be sent to the lab group owner or lab owner for approval. 5 Click Save. 26 Teradata Data Lab User Guide, Release 15.10

27 Changing Default Lab Owner Notifications Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. The Teradata Viewpoint Administrator must complete the configuration before notifications can be triggered. 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Edit. 2 Click the Labs tab. 3 [al] Under Lab Owner Notifications, select the number of days before a lab expires in which to trigger an notification. An notification is sent to the lab owner when the number of days is reached. 4 [al] Under Lab Owner Notifications, enter a percentage from 1% to 99%. An notification is sent to the lab owner when the available space for the lab falls below the percentage you set. 5 Click Save. Chapter 2 Managing Lab Groups and Labs About the Settings View Deleting Expired Labs Prerequisite: The Teradata Viewpoint Administrator must assign the Manage Lab Groups permission using Roles Manager for your Viewpoint role. You can change when expired labs are automatically deleted from a lab group. 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select Edit. 2 Click the Labs tab. 3 Under Default Lab Settings, select the Delete expired after check box and either select the number of days from the menu or type a number from 1 to 9999 and press Enter. 4 Click Save. The expired lab is automatically deleted when the set value is reached. About the Settings View The Settings view allows you to set thresholds that turn information red in the portlet view. Set thresholds that turn information red in the tables if: a lab group or data lab is running out of space approvals have not been responded to a lab is expiring table skew has been exceeded Teradata Data Lab User Guide, Release

28 Chapter 2 Managing Lab Groups and Labs About the Settings View Managing Default Settings In the Settings view, you can set or clear user-defined default settings for the portlet. 1 Click in the portlet frame and select Settings. 2 Set or clear the user-defined default settings for the portlet: Save as Default Click to use the current user-defined settings as the default configuration each time you add this portlet to a portal page. Clear Defaults 3 Click Close. 4 Click OK. Click to clear all user-defined default settings created for this portlet. Setting Display Thresholds You can set thresholds to highlight important information in the portlet. These settings are specific to your portlet instance so your settings will not affect other Data Lab portlet users. 1 Click in the portlet frame and select Settings. 2 Under Lab Group Size, enter the allocated space for the lab group from 1% to 100%. This setting helps you determine if the lab group is running out of allocated space. If space runs out, users will be unable to request to add more labs in the lab group. When the allocated space is within the specified percentage of the lab group size, the value appears red in the Lab Groups table in both the Allocated and % Allocated columns. 3 Under Lab Size, enter the lab size from 1% to 100%. This setting helps you determine if the lab is running out of space. If space runs out, users will be unable to load more data into the lab. When the used space is within the specified percentage of the total lab size, the value appears red in the Labs table in both the Used and % Used columns. 4 Under Approvals, enter the number of days for approvals from 1 to 999 days. When a response to an approval has not been received by the specified number of days, the date in the Date column appears red for only approvers in the Approvals table in the Approvals tab. 5 Under Expiration, enter the number of days before you want the lab to expire from 1 to 999 days. When the lab expires by the specified number of days, the date appears red in the Labs table in the Expires column. 6 Under Skew, enter the table skew from 1% to 100%. When the table skew is exceeded by the specified percentage, the skew appears red in the Tables table in the Skew column. 28 Teradata Data Lab User Guide, Release 15.10

29 Chapter 2 Managing Lab Groups and Labs About the Settings View 7 Do one of the following to enable or disable each threshold setting: Select the check box to enable the threshold setting. Clear the check box to disable the threshold setting. 8 Click OK. Teradata Data Lab User Guide, Release

30 Chapter 2 Managing Lab Groups and Labs About the Settings View 30 Teradata Data Lab User Guide, Release 15.10

31 CHAPTER 3 Monitoring Lab Groups, Labs, and Tables About Monitoring You can navigate the following tables for monitoring lab groups, labs in a lab group, and tables in a lab. For a description of the columns in the tables, see Metrics for Monitoring, Approvals, and Requests Tabs. Tables Columns Available Navigation Lab groups Labs Monitor all the lab groups on the Teradata Database systems that contain labs that you either own or have access to. The bar chart in the Space column shows the total space allocated to the lab group in gray, the space allocated to labs in the lab group in dark green, and the space in use within all labs in the lab group in light green. The content appears red in the Allocated and % Allocated columns when the allocated space is within the threshold set for Lab Group Size in the Settings view. Monitor all the labs that you either own or have access to. The bar chart in the Space column shows the total space allocated to the lab in gray and the amount of space in use within the lab in dark gray. The content appears red in the Used and % Used columns when the used lab space is within the threshold set for Lab Size in the Settings view. Lab Group Space Size Allocated % Allocated Used % Used Owners (lab group) Location Private Created Parent DB Lab Space Size Used % Used Expires Owners (lab) Location Tables Monitor all the tables in a lab. Table (name) Size Skew Created (date) Created by Location From the Monitoring tab, the Lab Groups table appears in the top pane. From the Monitoring tab, when you click a lab group row, the Labs table appears in the middle pane. From the Monitoring tab, when you click a lab group row, and then click a lab row, the Tables table appears in the bottom pane. Teradata Data Lab User Guide, Release

32 Chapter 3 Monitoring Lab Groups, Labs, and Tables About Monitoring Tables Columns Available Navigation Schema Changed Viewing Lab Group Details 1 From the Lab Groups table in the Monitoring tab, click next to the lab group, and select View Lab Group Details. 2 Select one of the following tabs: General tab to view the total space allocated to the lab group (Size), space allocated to labs in this lab group (Allocated), space in use within all labs in this lab group (Used), lab group description, and lab group owner notifications. Owners tab to view the Viewpoint users and roles who own this lab group. Users tab to view the Teradata Database users and roles who have been given access to this lab, including read-only users or roles. This tab is visible only if given permission by the lab group owner. 3 Click OK. 32 Teradata Data Lab User Guide, Release 15.10

33 Chapter 3 Monitoring Lab Groups, Labs, and Tables Exporting Data Viewing Lab Details 1 From the Labs table in the Monitoring tab, click next to the lab, and select View Lab Details. 2 Select one of the following tabs: General tab to view the total space allocated to the lab (Size), amount of space in use within the lab (Used), lab expiration date, lab description, lab instructions, and lab owner notifications. Owners tab to view the Viewpoint users and roles who own this lab. Users tab to view the Teradata Database users and roles who have been given access to this lab, including read-only users or roles. This tab is visible only if given permission by the lab group owner. 3 Click OK. Viewing Sample Rows Viewing a sample of random rows returned by the Teradata Database helps you decide if a specific table in a lab is ready to go into production or if the table should be dropped from the lab if it is no longer needed. Sample rows are visible only to lab users. 1 From the Tables table in the Monitoring tab, click next to the table, and select View Sample Rows. 2 Review the sample of ten random rows and all columns in the Teradata Database table. 3 Click OK. Exporting Data You can export data to a.csv file for further analysis and formatting. The exported.csv file contains all available data up to one million rows. If filters are used, only filtered data is exported. If a portlet displays more than one million rows of data, then use the filters to display the data you want before exporting it. The format for the time, date, and some numeric values differs in the view and exported.csv file. 1 Click in the table header and select Export. 2 Save the file using the browser options. The file is saved to your download area or to a location that you specify, depending on the browser settings. Teradata Data Lab User Guide, Release

34 Chapter 3 Monitoring Lab Groups, Labs, and Tables Metrics for Monitoring, Approvals, and Requests Tabs Metrics for Monitoring, Approvals, and Requests Tabs The metrics that appear in the Monitoring, Approvals, and Requests tabs are listed below. A 1024 byte kilobyte is used as the base for all memory-related and space-related metrics that display, such as spool space, disk space, memory usage, and so forth. A 1000 byte kilobyte is used as the base for all other metrics. Metric Tab Table % Allocated Percentage of lab group space allocated to labs The value appears red when the allocated space is within the specified percentage of the lab group size if you set a threshold for Lab Group Size in the Settings view % Used Percentage of total space in use within all labs in the lab group Allocated Approver Percentage of allocated space in use within the lab The value appears red in the Labs table when the used lab space is within the threshold set for Lab Size in the Settings view Space allocated to labs in the lab group The value appears red when the allocated space is within the specified percentage of the lab group size if you set a threshold for Lab Group Size in the Settings view Who approved the request, displayed as the Viewpoint user ID Monitoring Monitoring Monitoring Monitoring Requests Lab Groups Lab Groups Labs Lab Groups Requests Available Amount of unallocated space for the selected lab group Approvals Approvals Comments Comment from the requester at the time the request was submitted Approvals Approvals Created Date the lab group was created Monitoring Lab Groups Created by Date Date the Teradata Database table was created Monitoring Tables Creator of the Teradata Database table, displayed as the Teradata Database user ID Date the request was made The date appears red when a response to an approval has not been received by the specified number of days if you set a threshold for Approvals in the Settings view Monitoring Approvals Tables Approvals Date the request was made Requests Requests of the lab group Monitoring Lab Groups 34 Teradata Data Lab User Guide, Release 15.10

35 Chapter 3 Monitoring Lab Groups, Labs, and Tables Metrics for Monitoring, Approvals, and Requests Tabs Metric Tab Table of the lab Monitoring Labs of the table Monitoring Tables Expires Date the lab expires Approvals Approvals Date the lab expires The date in the Expires column appears red in the Labs table the specified number of days before the lab expires if you set a threshold for Expiration in the Settings view Monitoring Lab Name of the lab Approvals Approvals Labs Name of the lab Monitoring Labs Name of the lab Requests Requests Lab Group Name of the lab group Approvals Approvals Location New Expiration Owners Parent DB Private Requested Requester Name of the lab group Monitoring Lab Groups Name of the lab group Requests Requests Fully qualified location of the table in the Teradata Database for only drop table requests Approvals Approvals Name of the lab group user in the Teradata Database Monitoring Lab Groups Name of the lab database in the Teradata Database Monitoring Labs Fully qualified name of the table in the Teradata Database Updated expiration date after an Extend Lab request has been approved Lab group owners, displayed as the Teradata Viewpoint user ID and/or role Lab owners, displayed as the Teradata Viewpoint user ID and/or role Name of the parent Teradata Database in which the lab group resides A check mark indicates the lab group owner has restricted which Teradata Database users and roles can access the lab group No check mark indicates users and roles are not restricted from accessing the lab group Amount of space by which the lab size will be increased or decreased Username of the requester, displayed as the Viewpoint user ID Monitoring Approvals Monitoring Monitoring Monitoring Monitoring Approvals Requests Tables Approvals Lab Groups Labs Lab Groups Lab Groups Approvals Requests Teradata Data Lab User Guide, Release

36 Chapter 3 Monitoring Lab Groups, Labs, and Tables Metrics for Monitoring, Approvals, and Requests Tabs Metric Tab Table Schema Changed Date of the most recent table schema change and which Teradata Database user made the change Monitoring Tables Size Total space allocated to the lab group Monitoring Lab Groups Skew Space Status Total space allocated to the lab Monitoring Labs Total size of the table Monitoring Tables If a threshold is set, percentage of table skew that is under the set threshold appears black The percentage of the table skew that exceeds the set threshold appears red in the Tables table in the Skew column if you set a threshold for Skew in the Settings view Bar chart showing the total space allocated to the lab group in gray, the space allocated to labs in the lab group in dark green, and the space in use within all labs in the lab group in light green Bar chart showing the total space allocated to the lab in gray and the amount of space in use within the lab in dark gray Status of the request as one of the following: Approved Successful Pending Denied Failed Failed requests appear red Monitoring Monitoring Monitoring Requests Tables Lab Groups Labs Requests Table Name of the Teradata Database table Monitoring Tables TD User Name of the Teradata Database table Approvals Approvals User name of the requester, displayed as the Teradata Database user ID Approvals Approvals Type Request type Approvals Approvals Request type Requests Requests Used Space in use within all labs in the lab group Monitoring Lab Groups Amount of space in use within the lab The value appears red in the Labs table when the used lab space is within the threshold set for Lab Size in the Settings view Monitoring VP User Viewpoint user ID of the requester Approvals Approvals Labs 36 Teradata Data Lab User Guide, Release 15.10

37 CHAPTER 4 Managing Requests and Approvals About Requests Requests can be submitted for the following: Add, delete, or reinstate a lab Increase or decrease lab size Add or remove users from labs Add or remove owners from labs Extend lab expiration dates Drop tables Edit lab details Send other requests Lab group owners can view or approve all requests for labs within their lab group. Lab owners can view or approve requests for labs that they own. Lab users can view their own requests, as well as requests submitted by other users in their lab. If you have permission to approve a request you submit, no approval is necessary. If you are a lab owner, your requests will be automatically approved if you have been granted approval authority. Requests stay in the Requests tab until you delete them. You can delete any type of request as long as it is your own request. You can see deleted requests from the request log. From the Requests tab, you can use the Lab group and Lab menus or the state filter bar to narrow your search for requests. Lab users can only submit requests to add a lab or user, remove themselves as a user, increase or decrease lab size, extend a lab, drop a table, edit lab details, or submit an Other request. Teradata Database roles that have read-only access to a lab can only submit requests to add a lab or a user, remove themselves as a user, or submit an Other request. Teradata Data Lab User Guide, Release

38 Chapter 4 Managing Requests and Approvals About Requests Requesting a Lab Anyone can submit a request to add a lab. Any lab size or expiration date can be requested. 1 Do one of the following to submit a request to add a data lab: From the Monitoring tab From the Requests tab a. In the Lab Groups table, click the name of the lab group to which you want to add a lab. b. In the Labs table, click next to LABS. The lab group is selected for you. a. Click next to REQUESTS. b. Select Add Lab from the Request type list. c. Select a lab group. All lab groups appear including private lab groups where you are a user. For new lab users if at least one lab group exists: a. Immediately after connecting to a system in the Data Labs portlet, click Add Lab. 38 Teradata Data Lab User Guide, Release 15.10

39 Chapter 4 Managing Requests and Approvals About Requests b. Select a lab group. All lab groups appear including private lab groups where you are a user. A lab prefix displays as read-only if a prefix was added when the lab group was created. 2 Enter a lab name up to 24 characters. 3 Enter a size up to 999 MB, GB, or TB, depending on the available allocated space for the lab group, which is set by the lab group owner. 4 Do one of the following to select an expiration time frame for the lab: Set an expiration time frame on the lab Set no expiration on the lab Select the Expire lab after check box and either select the number of days from the menu or type a number from 1 to 9999 and press Enter. Clear the Expire lab after check box. The expiration displayed is set by the lab group owner, but you can select any expiration time frame. 5 [al] Enter a description for the lab up to 500 characters. 6 [al] Enter the lab instructions up to 500 characters. Lab instructions provide guidance and best practices to help lab users. For example, provide information for loading data into tables using Teradata Data Mover or load utilities such as FastLoad or MultiLoad. The instructions can contain text and URLs and can be updated at any time. Default lab instructions may have been created by the lab group owner, but you can overwrite the instructions for your specific lab. 7 [al] Select the number of days (7, 14, or 30) prior to this lab expiring that an notification is sent to all owners of this lab. 8 Enter a percentage (1% to 99%) of available space left at which an notification is sent to all owners of this lab. 9 Click Submit. You will receive an notification after your request has been approved, depending on your notification settings. After your request has been approved, you can see the lab was added by looking for the lab name in the Labs table in the Monitoring tab. If you do not see the lab, determine the status of your request from the Status column in the Requests tab. Request Status The Status column in the Requests tab displays the following: Teradata Data Lab User Guide, Release

40 Chapter 4 Managing Requests and Approvals About Requests Approved Successful Pending Denied Failed The request was approved by the approver. Approved is an intermediate status that typically occurs quickly before a request goes to a Successful or Failed status. A request was approved and processed without failing. The request has been sent and is waiting to be approved or denied. The request was denied by the lab group owner or lab owner. The request was approved, but the execution failed, such as when the system is out of space. Viewing Request Status You can view the status of any request. 1 Click the Requests tab. 2 Click any of the following states in the state filter bar to display all requests or requests with a specific status: All Pending Approved Denied Successful Failed 3 [al] Sort by Lab Group or Lab to display the requests for that lab group or lab. 4 [al] Click a request to view the details of the request. The Request Details pane appears at the bottom. 5 [al] For Denied and Failed requests, click next to the status to review the reason for the denial or failure. If a reason for the denial was not provided by the lab group owner or lab owners who have been granted approval authority to deny a request, the icon does not appear next to the status. 6 [al] View a log of submitted requests. Viewing the Request Log You can view a log of submitted requests and export the data in the request log depending on what type of user you are. 40 Teradata Data Lab User Guide, Release 15.10

41 Chapter 4 Managing Requests and Approvals About Requests Lab group owners can view a log and export the data for labs within their lab group. Lab owners can view a log and export the data for labs that they own. Lab users can view a log and export the data for their requests and requests by other users in their lab. A single identification number is assigned to one request, and the Action columns displays which steps processed in the request. By sorting on the ID number and then reviewing the information in the Action, Date, and Status columns, you can determine the date and time the request, approval, and execution steps were processed and the status of each step. 1 Click the Requests tab. 2 [al] Click View Request Log to display a list of requests for all labs on your Teradata Database to which you have access. For a description of all the columns in the request log, see Metrics for Request Log. 3 [al] To export the data in the request log, do the following: a b Click the Table Actions menu, and select Export. Save the file using the browser options. The file is saved to your download area or to a location that you specify, depending on the browser settings. Metrics for Request Log The metrics that appear in the request log are listed below. Column Type ID Action Identification number assigned to a request when it is submitted and is used to track the status of the request Action (step) the request has completed as one of the following: Approval Execution Number String Teradata Data Lab User Guide, Release

42 Chapter 4 Managing Requests and Approvals About Requests Column Type Other Request System System name on which the request was created String Type Type of request String Date Date the request was made Number Lab Group Name of the lab group on which the request was made String Lab Name of the lab on which the request was made String Status Status for each action (step) of the request after it is submitted String Approver Who approved the request, displayed as the Viewpoint user ID String Requester Username of the requester, displayed as the Viewpoint user ID String Error Additional Info Error messages generated by the Teradata Database or the JDBC driver while performing actions associated with a request Messages generated when a request is made to modify the lab size, expiration date, users, or owners String String Requesting a Lab Size Increase Lab users can submit a request to increase lab size. Teradata Database users or roles that have read-only access to a lab cannot send requests to increase lab size. 1 Do one of the following to submit a request to increase lab size: From the Monitoring tab From the Requests tab a. Click next to the lab, and select Increase Lab Size. The lab group and lab are selected for you. To change the lab group or lab, use the Requests tab to submit your request. a. Click next to REQUESTS. b. Select Increase Lab Size from the Request type list. c. Select a lab group. All lab groups appear including private lab groups where you are a user. d. Select the lab where you want to add space. The labs that appear include those where you are a user or an owner. 2 Enter how much space you would like to increase. 3 [al] Enter a comment up to 500 characters. 4 Click Submit. 42 Teradata Data Lab User Guide, Release 15.10

43 Chapter 4 Managing Requests and Approvals About Requests You will receive an notification after your request has been approved, depending on your notification settings. After your request has been approved, the total space allocated to the lab appears in the Size column in the Monitoring tab. Requesting a Lab Size Decrease Lab users can submit a request to decrease lab size. Teradata Database users or roles that have read-only access to a lab cannot send requests to decrease lab size. 1 Do one of the following to submit a request to decrease lab size: From the Monitoring tab From the Requests tab a. Click next to the lab, and select Decrease Lab Size. The lab group and lab are selected for you. To change the lab group or lab, use the Requests tab to submit your request. a. Click next to REQUESTS. b. Select Decrease Lab Size from the Request type list. c. Select a lab group. All lab groups appear including private lab groups where you are a user. d. Select the lab where you want to decrease space. The labs that appear include those where you are a user or an owner. 2 Enter how much space you would like to decrease. 3 [al] Enter a comment up to 500 characters. 4 Click Submit. You will receive an notification after your request has been approved, depending on your notification settings. After your request has been approved, the total space allocated to the lab appears in the Size column in the Monitoring tab. Requesting the Addition of a User Lab users and Teradata Database users or roles that have read-only access to a lab can submit a request to be added to a lab. If you are a lab user or read-only user, you can submit a request for other users to be added. 1 Do one of the following to submit a request to add a user: Teradata Data Lab User Guide, Release

44 Chapter 4 Managing Requests and Approvals About Requests From the Monitoring tab From the Requests tab a. Click next to the lab, and select Add User. The lab group and lab are selected for you. To change the lab group or lab, use the Requests tab to submit your request. a. Click next to REQUESTS. b. Select Add User from the Request type list. c. Select a lab group. All lab groups appear including private lab groups where you are a user. d. Select the lab where you want to be added to a lab. The labs that appear include labs in private lab groups where you are a user. To add yourself to a lab that already exists (if at least one lab group has been created and you are not a user in any labs) a. Immediately after connecting to a system in the Data Labs portlet, click Add User. b. Select a lab group. c. Select the lab where you want to be added to a lab. 2 [al] In the User list filter box, type to filter the list of current users. Only Teradata Database users of the lab are visible. 3 Do any of the following to add users and roles: In the Available users box, select one or more Teradata Database users and click to move them to the Selected users box. If there are more than 500 users, use the User list filter. In the Available roles box, select one or more Teradata Database roles and click to move them to the Selected roles box. 4 [al] Select the Read-only check box if you want to give read-only access to labs in this lab group. Read-only users cannot send requests to remove a user, increase or decrease lab size, delete, extend, or reinstate a lab, drop a table, or edit lab details. 5 [al] Enter a comment up to 500 characters. 6 Click Submit. You will receive an notification after your request has been approved, depending on your notification settings. After your request has been approved, you can see the Teradata Database users and roles you added from the Request Details pane in the Requests tab, displayed in groups as Full control and Read-only. 44 Teradata Data Lab User Guide, Release 15.10

45 Chapter 4 Managing Requests and Approvals About Requests Requesting the Removal of a User A lab owner or lab group owner can submit a request to remove any user from a lab. Lab users and read-only users can submit a request to remove themselves from a lab, but not other users. 1 Do one of the following to submit a request to remove a user: From the Monitoring tab From the Requests tab a. Click next to the lab, and select Remove User. The lab group and lab are selected for you. To change the lab group or lab, use the Requests tab to submit your request. a. Click next to REQUESTS. b. Select Remove User from the Request type list. c. Select a lab group. All lab groups appear including private lab groups where you are a user. d. Select the lab where you want to be removed from a lab. The labs that appear include labs in private lab groups where you are a user. 2 [al] In the User list filter box, type to filter the list of current users. Only Teradata Database users of the lab are visible. 3 Do any of the following to remove users and roles: In the Current users box, select one or more Teradata Database users and click to move them to the Users to remove box. In the Current roles box, select one or more Teradata Database roles and click to move them to the Roles to remove box. 4 [al] Enter a comment up to 500 characters. 5 Click Submit. You will receive an notification after your request has been approved, depending on your notification settings. After your request has been approved, you can see the Teradata Database users and roles you removed from the Request Details pane in the Requests tab, displayed in groups as Full control and Read-only. Requesting the Addition of an Owner A lab owner or a lab group owner can submit a request to add an owner to a lab. Lab users and read-only users cannot submit this type of request. 1 Do one of the following to submit a request to add an owner: Teradata Data Lab User Guide, Release

46 Chapter 4 Managing Requests and Approvals About Requests From the Monitoring tab From the Requests tab a. Click next to the lab, and select Add Owner. The lab group and lab are selected for you. To change the lab group or lab, use the Requests tab to submit your request. a. Click next to REQUESTS. b. Select Add Owner from the Request type list. c. Select a lab group. All lab groups appear including private lab groups where you are a user. d. Select the lab where you want to add an owner. The labs that appear include labs in private lab groups where you are a user. 2 Do any of the following to add users and roles or to filter the list of available users: In the Available users box, select one or more Viewpoint users and click to move them to the Selected users box. If there are more than 500 users, use the User list filter. In the Available roles box, select one or more Viewpoint roles and click to move them to the Selected roles box. [al] In the User list filter box, type to filter the list of available users. 3 [al] Enter a comment up to 500 characters. 4 Click Submit. You will receive an notification after your request has been approved, depending on your notification settings. After your request has been approved, the user (owner) you added appears in the Owners column in the Labs table in the Monitoring tab. Requesting the Removal of an Owner A lab owner or a lab group owner can submit a request to remove an owner from a lab. Lab users and read-only users cannot submit this type of request. 1 Do one of the following to submit a request to remove an owner: From the Monitoring tab From the Requests tab a. Click next to the lab, and select Remove Owner. The lab group and lab are selected for you. To change the lab group or lab, use the Requests tab to submit your request. a. Click next to REQUESTS. b. Select Remove Owner from the Request type list. 46 Teradata Data Lab User Guide, Release 15.10

47 Chapter 4 Managing Requests and Approvals About Requests c. Select a lab group. All lab groups appear including private lab groups where you are a user. d. Select the lab where you want to remove an owner. The labs that appear include labs in private lab groups where you are a user. 2 [al] In the User list filter box, type to filter the list of current owners. 3 Do any of the following to remove owners and roles: In the Current owners box, select one or more Viewpoint users and click to move them to the Remove owners box. In the Current roles box, select one or more Viewpoint roles and click to move them to the Remove roles box. Only Viewpoint users and roles that are owners of the lab are visible. 4 [al] Enter a comment up to 500 characters. 5 Click Submit. You will receive an notification after your request has been approved, depending on your notification settings. After your request has been approved, the owner you removed no longer appears in the Owners column in the Labs table in the Monitoring tab. Requesting a Lab Deletion You typically request a lab be deleted when the lab is no longer useful. A lab owner or lab group owners can submit a request to delete a lab. Lab users and readonly users cannot submit this type of request. 1 Do one of the following to submit a request to delete a lab: From the Monitoring tab From the Requests tab a. Click next to the lab, and select Delete Lab. The lab group and lab are selected for you. To change the lab group or lab, use the Requests tab to submit your request. a. Click next to REQUESTS. b. Select Delete Lab from the Request type list. c. Select a lab group. All lab groups appear including private lab groups where you are a user. d. Select the lab you want to delete. The labs that appear include those where you are an owner. Teradata Data Lab User Guide, Release

48 Chapter 4 Managing Requests and Approvals About Requests 2 [al] Enter a comment up to 500 characters. 3 Click Submit. You will receive an notification after your request has been approved, depending on your notification settings. After your request has been approved, the deleted lab no longer appears in the Monitoring tab. Requesting a Lab Extension Lab users can submit a request to extend the lab expiration date prior to the lab expiration date. If a lab has expired, you cannot submit a request to extend the lab expiration date; however, you can submit a request to reinstate the lab. Teradata Database users or roles that have read-only access to a lab cannot send requests to extend a lab. 1 Do one of the following to submit a request to extend the lab expiration date if the lab has not expired: From the Monitoring tab From the Requests tab a. Click next to the lab, and select Extend Lab. The lab group and lab are selected for you. To change the lab group or lab, use the Requests tab to submit your request. a. Click next to REQUESTS. b. Select Extend Lab from the Request type list. c. Select a lab group. All lab groups appear including private lab groups where you are a user. d. Select the lab where you want to extend the expiration date. The labs that appear include those where you are a user or an owner. 2 Do one of the following: Set a renewal time frame on the lab Set no expiration on the lab Select Renew lab for and either select the number of days from the menu or type a number from 1 to 9999 and press Enter. Select No expiration. 3 [al] Enter a comment up to 500 characters. 4 Click Submit. You will receive an notification after your request has been approved, depending on your notification settings. 48 Teradata Data Lab User Guide, Release 15.10

49 Chapter 4 Managing Requests and Approvals About Requests After your request has been approved, the new expiration date appears in the Expires column in the Monitoring tab. Requesting a Change in Lab Details A lab owner or a lab group owner can submit a request to change lab details, which includes the lab description, lab instructions, and notifications. Lab users and read-only users cannot submit this type of request. 1 Do one of the following to submit a request to change lab details: From the Monitoring tab From the Requests tab a. Click next to the lab, and select Edit Lab Details. The lab group and lab are selected for you. To change the lab group or lab, use the Requests tab to submit your request. a. Click next to REQUESTS. b. Select Edit Lab Details from the Request type list. c. Select a lab group. All lab groups appear including private lab groups where you are a user. d. Select the lab where you want to add an owner. The labs that appear include those where you are a user or an owner. 2 [al] Enter a new or change the existing description for the lab, up to 500 characters. 3 [al] Enter new or change the existing lab instructions, up to 500 characters. Lab instructions provide guidance and best practices to help lab users. For example, provide information for loading data into tables using Teradata Data Mover or load utilities such as FastLoad or MultiLoad. Default lab instructions may have been created by the lab group owner, but you can overwrite the instructions for your specific lab. 4 [al] Select the number of days (7, 14, or 30) prior to this lab expiring that an notification is sent to the lab owners. 5 Enter a percentage from 1% to 99% so that, if available space becomes less than this percent, an notification is sent to the lab owners. 6 Click Submit. You will receive an notification after your request has been approved, depending on your notification settings. After your request has been approved, the changes you made appear when you view lab details. Teradata Data Lab User Guide, Release

50 Chapter 4 Managing Requests and Approvals About Requests Requesting a Table Edit The table description can be used to indicate why the table was created and the purpose of the table. Lab users can request an edit to the table description. The request is automatically approved after it is submitted. Teradata Database users or roles that have read-only access to a lab cannot send requests to edit the table description. 1 From the Monitoring tab, click next to the table, and select Edit Table. 2 Add a new or edit the current description, up to 500 characters. 3 Click Submit. You will receive an notification after your request has been approved, depending on your notification settings. The updated table description appears in the column in the Tables table in the Monitoring tab. Requesting Reinstatement of a Lab After a lab expires, data in the Tables table in the Monitoring tab cannot be viewed; however, all users can view lab details. Lab group owners and lab owners can submit a request to reinstate the lab or delete the lab if they do not want to reinstate it. Requests to reinstate a lab must be approved by the lab group owner. If the lab group owner is the requester, it is automatically approved. After the request is approved, the lab is available for use again. Lab data, lab owners, and users are returned to the same state they were in when the lab expired. 1 Do one of the following to submit a request to reinstate a lab: From the Monitoring tab From the Requests tab a. Click next to the lab, and select Reinstate Lab. The lab group and lab are selected for you. To change the lab group or lab, use the Requests tab to submit your request. a. Click next to REQUESTS. b. Select Reinstate Lab from the Request type list. c. Select a lab group. Only lab groups that contain expired labs appear where you are a user. d. Select the lab that you want to reinstate. Only expired labs appear include labs in private lab groups where you are a user. 2 Do one of the following: 50 Teradata Data Lab User Guide, Release 15.10

51 Chapter 4 Managing Requests and Approvals About Requests Set an expiration time frame on the lab Set no expiration on the lab Select the Expire lab after check box and either select the number of days from the menu or type a number from 1 to 9999 and press Enter. Clear the Expire lab after check box. 3 [al] Enter a comment up to 500 characters. These comments give information to the approver and appear in the Request Details pane of the Approvals tab. 4 Click Submit. You will receive an notification after your request has been approved, depending on your notification settings. After your request has been approved, you can see the same Teradata Database users and roles that were in place prior to the lab expiration from the Request Details pane in the Requests tab, displayed in groups as Full control and Read-only. The reinstated lab appears in the Labs table in the Monitoring tab. Sending Other Requests The following are some examples of why you may want to send an other request: Re-create a lab in a different lab group Move a table into production Remove corrupt data from a lab Lab users and Teradata Database users or roles that have read-only access to a lab can submit other requests. 1 Do one of the following to submit other requests: From the Monitoring tab From the Requests tab a. Click next to the lab, and select Other. The lab group and lab are selected for you. To change the lab group or lab, use the Requests tab to submit your request. a. Click next to REQUESTS. b. Select Other from the Request type list. c. Select a lab group. All lab groups appear including private lab groups where you are a user. d. Select the lab. The labs that appear include those where you are a user or an owner. 2 Type a description in the Request Details box, up to 500 characters. Teradata Data Lab User Guide, Release

52 Chapter 4 Managing Requests and Approvals About Requests 3 Click Submit. You will receive an notification after your request has been approved, depending on your notification settings. Requesting to Drop a Table Lab users can submit a request to drop a table. Teradata Database users or roles that have read-only access to a lab cannot send requests to drop a table. 1 From the Monitoring tab, click next to the table, and select Drop Table. The table name and location display. 2 [al] Enter a comment, up to 500 characters. You can indicate why you want the table dropped. 3 Click Submit. You will receive an notification after your request has been approved, depending on your notification settings. After your request has been approved, the Teradata Database table is dropped automatically and no longer appears in the Tables table in the Monitoring tab. Deleting a Request You can delete your own request in any state and delete a Successful request. Deleting a pending request cancels the request. If the request has already started processing, it cannot be canceled (deleted). 1 [al] View the request status before you delete a request. 2 From the Requests tab, select a request to view the details of the request before deleting it. The Request Details pane appears at the bottom. 3 To delete one or more requests, do the following: Delete one request Delete more than one request From the Request Details pane, click Delete. a. From the Requests tab, click the Table Actions menu, and select Delete. b. Select one or more check boxes in the table rows. c. Click Delete. 52 Teradata Data Lab User Guide, Release 15.10

53 Chapter 4 Managing Requests and Approvals About Approvals Resubmitting a Failed Request A failed request is a request that did not process due to an error during submission, completion, or delivery. Failed requests appear red in the Status column in the Requests tab for all users. 1 From the Requests tab, click the failed request in the Requests table. The Request Details appears at the bottom and displays 2 Click to review the reason for the failure. next to the status. 3 If you are unable to correct the issue yourself, contact your DBA. 4 After the issue is corrected, click Resubmit. When lab users or read-only users resubmit a failed request, it is immediately processed and does not need to be approved again. About Approvals When a request is made, it is added to a request queue for approval. As a lab group owner or a lab owner, you can view these unapproved requests using the Approvals tab. If you are a lab owner, your requests will be automatically approved if you have been granted approval authority. After viewing the requests, they can be approved or denied. From the Approvals tab, you can use the Lab group and Lab menus or the state filter bar to narrow your search for approvals. You can see the approval status of your requests from the Status column on the Requests tab. The Total lab group space is located in the upper right of the Approvals tab and appears after you select a lab group from the menu. These totals allow the approver to consider all pending space requests for the lab group in order to make informed decisions regarding individual approvals. The requested amount is the sum of lab space in megabytes of pending Add Lab and Increase Lab Size requests for the selected lab group. The available amount is the sum of currently available lab space in megabytes for the selected lab group. Both of these totals adjust as each request is approved. A message appears if the approver attempts to approve more lab space than is available for that lab group. The following is an example of a request to increase lab size. If a request exceeds the request limits, the lab group owner sees a notification indicating the requested size exceeds the maximum set size. Teradata Data Lab User Guide, Release

54 Chapter 4 Managing Requests and Approvals About Approvals Viewing Requests for Approval A lab group owner or lab owner can view requests that are waiting for approval. 1 Click the Approvals tab. 2 [al] Select All or a lab group name from the Lab group menu. 3 [al] Select All or a lab name from the Lab menu. 4 Do one of the following to display unapproved requests: Click the All filter button to display all unapproved requests. Click any button to display a filtered list of the unapproved requests by request type. For example, click Extend to display the unapproved lab extension and reinstate lab requests. The following lists the request type or a combination of request types that display when you click the various buttons: Button Lab Request Types Add Lab Delete Lab 54 Teradata Data Lab User Guide, Release 15.10