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Version: 2.0-rc

Release data

Who is this guide for?

Role: Data Owner, Data Gatekeeper

Goal: You want to review a Dataset, make it available, and define who can access its data.

Required Permissions: create Dataset, release Dataset

What you will achieve

After completing this guide, you will have:

  • Reviewed a Dataset
  • Managed access permissions
  • Optionally enabled Open Data access
  • Made the Dataset and its APIs available

Before you start

  • the Dataset is in status Ready
  • the data flow and configuration have already been completed
  • you have permission to release Datasets

Understand Dataset availability

Before making a Dataset available, make sure it is ready for use. In CIVITAS/CORE, a Dataset becomes accessible when its status is set to Available.

This means:

  • the configured APIs of the Dataset become available
  • the payload data can be accessed through these APIs
  • access is controlled through Access Management
  • optional Open Data access allows use without authentication
Example use case: Integrate Smart Meter energy usage data

In this guide, you review and release the smart meter Dataset created in the previous steps. Once the Dataset is available, its data can be accessed through the API. You can control access through groups and roles or make the data publicly accessible by enabling Open Data.

Step-by-step guide

Step 1: Review the Dataset

The review step ensures that the Dataset is complete and ready to be shared.

  1. Go to Datasets
  2. Open the Dataset from List

Screenshot: list of Datasets + expanded sidebar of nav + Hover on the row of the dataset

  1. Review
  • Base information
  • Pipelines
  • APIs
  • Access Management

Optional: Manage Access permissions

Access permissions are optional

Permissions can be granted at different levels:

  • Platform-wide
  • Through permission inheritance from the assigned Datapool
  • Directly on the Dataset

Configure Dataset-specific permissions only when they differ from inherited or platform-wide access.

Access defines who can view and use the Dataset.

  1. Click Edit Groups and Roles in the section Access Management

Add access

  1. Add a Group

Screenshot: Add Group Modal

  1. Assign a Role to the Group

Screenshot: eine gruppe mit zwei rollen, eine gruppe mit einer rolle

  1. Repeat these steps to add more Groups and Roles

Remove access

  1. In the table, locate the Group-Role assignment you want to remove
  2. Click the three dots in the Actions column
  3. Select Remove Group

Screenshot: Actions menu with "Remove Group"

Removing a Group also removes all associated Role assignments for this Dataset.

  1. Hit Save and Turn back to the detail view of the Dataset
Understand access changes
  • Access is defined by assigning a Role to a Group within the Dataset
  • Adding or removing assignments directly changes who can access the data
  • Access can be granted platform-wide, through the assigned Datapool, or directly on the Dataset
  • Dataset-specific assignments override neither inherited nor platform-wide permissions
  • Make sure the correct Groups and Roles are assigned before releasing the Dataset

Optional: Enable Open Data access

Open Data allows access to the payload of the Dataset without authentication.

  1. Activate Open Data in the section Access Management

Screenshot: Open Data checkbox

  1. Hit Save

Step 2: Mark the Dataset as available

The Available status activates the Dataset. Its configured APIs can now provide access to the Dataset Payload.

  1. Change the status to Available

Screenshot: status dropdown

  1. Hit Save and Exit

Step 3: Locate and share the API URL

  1. Open the APIs subsection in the Dataflow section
  2. Locate the API
  3. Copy the API URL
  4. Share the URL with Users who require access

Outcome

The Dataset is Available.

  • its configured APIs are available
  • the Dataset Payload can be accessed through these APIs
  • access is controlled by assigned Groups and Roles
  • or publicly available if Open Data is enabled

Next

Your data is now available for use. In the next guide, you will:

  • access a Dataset
  • Access the Dataset Payload through one of its APIs

→ Continue with Consume Data