Personas

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

List personas

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

Java

List personas

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

1. To start building up a query specifically for personas, you can use the select() convenience method on Persona itself. Because this operation may need to retrieve information from Atlan, you must provide it an AtlanClient through which to connect to the tenant.
2. The search will only run when you call the stream() method, which will then lazily-load each page of results into a stream.
3. (Optional) You can do any other operations you might do on a stream, such as filtering the results to make sure they're of a certain type.
4. This is the pattern for iterating through all results (across pages) covered in the Searching for assets portion of the SDK documentation.

Python

List personas

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

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

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

Kotlin

List personas

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

1. To start building up a query specifically for personas, you can use the select() convenience method on Persona itself. Because this operation may need to retrieve information from Atlan, you must provide it an AtlanClient through which to connect to the tenant.
2. The search will only run when you call the stream() method, which will then lazily-load each page of results into a stream.
3. (Optional) You can do any other operations you might do on a stream, such as filtering the results to make sure they're of a certain type.
4. This is the pattern for iterating through all results (across pages) covered in the Searching for assets portion of the SDK documentation.

Go

List personas

response, atlanErr := assets.NewFluentSearch().  // (1)
    PageSizes(20).
    ActiveAssets().
    AssetType("Persona"). // (2)
    Execute() // (3)
if atlanErr != nil {
  fmt.Println("Error:", atlanErr)
}
for _, entity := range response[0].Entities { // (4)
  if entity.TypeName != nil && *entity.TypeName == "Persona" {
    // Do something with the Persona
  }
}

1. Begin building up a query combining multiple conditions.
2. Make sure that we include only objects of type Persona.
3. Run the search.
4. Page through the results (each asset in the results will be a persona).

Raw REST API

POST /api/meta/search/indexsearch

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

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

Create persona

To create a new persona:

Java

Create a persona

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

1. Like other builder patterns in the SDK, the creator() method ensures all required information is provided for the persona.
2. To create the persona in Atlan, call the save() method against the object you've built. Because this operation will persist the structure in Atlan, you must provide it an AtlanClient through which to connect to the tenant.
3. You can then retrieve the resulting details of the created persona from the response (you may of course want to do some type checking first).

Python

Create a persona

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

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

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

Kotlin

Create a persona

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

1. Like other builder patterns in the SDK, the creator() method ensures all required information is provided for the persona.
2. To create the persona in Atlan, call the save() method against the object you've built. Because this operation will persist the structure in Atlan, you must provide it an AtlanClient through which to connect to the tenant.
3. You can then retrieve the resulting details of the created persona from the response (you may of course want to do some type checking first).

Go

Create a persona

toCreate := &assets.Persona{}
toCreate.Creator("Data Assets") // (1)
response, atlanErr := assets.Save(toCreate) // (2)
if atlanErr != nil {
  fmt.Println("Error:", atlanErr)
} else {
for _, entity := range response.MutatedEntities.CREATE { // (3)
  fmt.Println("Persona ID:", entity.Guid, "Display Text:", entity.DisplayText)
    // Do something with the Persona
  }
}

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

Raw REST API

POST /api/meta/entity/bulk

{
  "entities": [ // (1)
    }
  ]
}

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

Retrieve persona

To retrieve a persona by its name:

Java

Retrieve a persona

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

1. The findByName() method handles searching for the persona based on its name, which could therefore return more than one result. You can also (optionally) provide a second parameter with a list of attributes to retrieve for each persona. Because this operation will retrieve information from Atlan, you must provide it an AtlanClient through which to connect to the tenant.

Python

Retrieve a persona

from pyatlan.client.atlan import AtlanClient

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

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

Kotlin

Retrieve a persona

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

1. The findByName() method handles searching for the persona based on its name, which could therefore return more than one result. You can also (optionally) provide a second parameter with a list of attributes to retrieve for each persona. Because this operation will retrieve information from Atlan, you must provide it an AtlanClient through which to connect to the tenant.

Go

Retrieve a persona

response, atlanErr := assets.FindPersonasByName("Data Assets") // (1)

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

Raw REST API

POST /api/meta/search/indexsearch

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

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

Update persona

To update a persona:

Java

Update a persona

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

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

Python

Update a persona

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

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

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

Kotlin

Update a persona

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

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

Go

Update a persona

toUpdate := &assets.Persona{}
toUpdate.Updater( // (1)
  "default/M5HnBQ8QWhrAVGuvBx8iSW", // (2)
  "Data Assets", // (3)
  true, // (4)
) 
description := "Now with a description "
toUpdate.Description = &description // (5)
response, atlanErr := assets.Save(toUpdate) // (6)

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

Raw REST API

POST /api/meta/entity/bulk

{
  "entities": [ // (1)
    }
  ]
}

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

Delete persona

To permanently delete a persona:

Java

Delete a persona

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

1. To permanently delete a persona in Atlan, call the purge() method with the GUID of the persona. Because this operation will remove the structure from Atlan, you must provide it an AtlanClient through which to connect to the tenant.

Python

Delete a persona

from pyatlan.client.atlan import AtlanClient

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

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

Kotlin

Delete a persona

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

1. To permanently delete a persona in Atlan, call the purge() method with the GUID of the persona. Because this operation will remove the structure from Atlan, you must provide it an AtlanClient through which to connect to the tenant.

Go

Delete a persona

assets.PurgeByGuid([]string{"67e08ab7-9688-40bc-ae4a-da2bc06b1588"}) // (1)

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

Raw REST API

DELETE /api/meta/entity/bulk?guid=67e08ab7-9688-40bc-ae4a-da2bc06b1588&deleteType=PURGE

// (1)

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

Activate or deactivate persona

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

Java

Deactivate a persona

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

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

Python

Deactivate a persona

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

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

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

Kotlin

Deactivate a persona

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

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

Go

Deactivate a persona

toUpdate := &assets.Persona{} 
toUpdate.Updater( // (1)
  "default/M5HnBQ8QWhrAVGuvBx8iSW", // (2)
  "Data Assets", // (3)
  false, // (4)
)
response, atlanErr := assets.Save(toUpdate) // (5)

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

Raw REST API

POST /api/meta/entity/bulk

{
  "entities": [ // (1)
    }
  ]
}

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

Add subjects to persona

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

Java

Add subjects to a persona

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

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

Python

Add subjects to a persona

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

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

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

Kotlin

Add subjects to a persona

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

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

Go

Add subjects to a persona

toUpdate := &assets.Persona{}
toUpdate.Updater( // (1)
  "default/M5HnBQ8QWhrAVGuvBx8iSW", // (2)
  "Data Assets",  // (3)
  false, // (4)
)
toUpdate.PersonaGroups = &[]string{"group1", "group2"} // (5)
toUpdate.PersonaUsers = &[]string{"jsmith", "jdoe"} // (6)
response, atlanErr := assets.Save(toUpdate) // (7)

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

Raw REST API

POST /api/meta/entity/bulk

{
  "entities": [ // (1)
    }
  ]
}

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

Add policies to persona

Don't add policies in bulk

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

API token must be a connection admin

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

Add metadata policy

To add a metadata policy to a persona:

Java

Add metadata policy to persona

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

1. Use the createMetadataPolicy() method to start building a metadata policy with the minimal required information.

2. You must give the policy a name.

3. You must provide the GUID of the persona to attach this policy to.

4. Specify the type of policy (granting or denying the actions specified next).

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

   To include all permissions

If you want to include all permissions, you can simply use Arrays.asList(PersonaMetadataAction.values()). ::: 6. Specify the qualifiedName of the connection whose assets this policy should control. 7. Specify the set of qualifiedName prefixes for the assets this policy should control. Each qualifiedName should itself be prefixed with entity:. To control all assets within a connection, this can simply be the qualifiedName of the connection itself. 8. To then add the policy to the persona in Atlan, call the save() method against the policy object you've built. Because this operation will persist the structure in Atlan, you must provide it an AtlanClient through which to connect to the tenant.

Python

Add metadata policy to persona

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

client = AtlanClient()
metadata = Persona.create_metadata_policy( # (1)
    client=client, # (2)
    name="Simple read access", # (3)
    persona_id="67e08ab7-9688-40bc-ae4a-da2bc06b1588", # (4)
    policy_type=AuthPolicyType.ALLOW, # (5)
    actions={PersonaMetadataAction.READ}, # (6)
    connection_qualified_name="default/snowflake/1234567890", # (7)
    resources={"entity:default/snowflake/1234567890"}, # (8)
)
response = client.asset.save(metadata) # (9)

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

Kotlin

Add metadata policy to persona

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

1. Use the createMetadataPolicy() method to start building a metadata policy with the minimal required information.

2. You must give the policy a name.

3. You must provide the GUID of the persona to attach this policy to.

4. Specify the type of policy (granting or denying the actions specified next).

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

   To include all permissions

If you want to include all permissions, you can simply use PersonaMetadataAction.values().toList(). ::: 6. Specify the qualifiedName of the connection whose assets this policy should control. 7. Specify the set of qualifiedName prefixes for the assets this policy should control. Each qualifiedName should itself be prefixed with entity:. To control all assets within a connection, this can simply be the qualifiedName of the connection itself. 8. To then add the policy to the persona in Atlan, call the save() method against the policy object you've built. Because this operation will persist the structure in Atlan, you must provide it an AtlanClient through which to connect to the tenant.

Go

Add metadata policy to persona

Persona := &assets.Persona{}
metadata, _ := Persona.CreateMetadataPolicy( // (1)
  "Simple read access", // (2)
  "67e08ab7-9688-40bc-ae4a-da2bc06b1588", // (3)
  atlan.AuthPolicyTypeAllow, // (4)
  []atlan.PersonaMetadataAction{atlan.PersonaMetadataActionRead}, // (5)
  "default/snowflake/1234567890", // (6)
  []string{"entity:default/snowflake/1234567890"}, // (7)
)
response, atlanErr := assets.Save(metadata) // (8)

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

Raw REST API

POST /api/meta/entity/bulk

{
  "entities": [ // (1),
        "policyResourceCategory": "CUSTOM" // (15)
      }
    }
  ]
}

1. Wrap all updates in an entities array.

2. For each embedded object, use the exact type name AuthPolicy.

3. You must use a policy subcategory of metadata.

4. You must use a policy category of persona.

5. Specify the type of policy (granting or denying the actions specified next).

6. You must use a policy service name of atlas.

7. Specify the qualifiedName of the connection whose assets will be controlled by this policy.

8. Specify the set of qualifiedName prefixes for the assets this policy should control. Each qualifiedName should itself be prefixed with entity:. To control all assets within a connection, this can simply be the qualifiedName of the connection itself.

9. You must give the policy a name.

10. You must give the policy itself a qualifiedName, although this will be overwritten by a generated value by the back-end.

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

    To review available permissions

To review the available permissions, see the SDKs—for example, the PersonaMetadataAction enum in the Java SDK. ::: 12. Use an embedded accessControl object to define the persona to attach this policy to. 13. The embedded type name of the accessControl object must be exactly Persona. 14. You must provide the GUID of the persona to attach this policy to. 15. You must set the policy resource category to CUSTOM.

Add data policy

To add a data policy to a persona:

Java

Add data policy to persona

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

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

Python

Add data policy to persona

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

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

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

Kotlin

Add data policy to persona

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

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

Go

Add data policy to persona

Persona := &assets.Persona{}
data, _ := Persona.CreateDataPolicy( // (1)
  "Allow access to data", // (2)
  "67e08ab7-9688-40bc-ae4a-da2bc06b1588", // (3)
  atlan.AuthPolicyTypeAllow, // (4)
  "default/snowflake/1234567890", // (5)
  []string{"entity:default/snowflake/1234567890"}, // (6)
)
response, atlanErr := assets.Save(data) // (7)

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

Raw REST API

POST /api/meta/entity/bulk

{
  "entities": [ // (1),
        "policyResourceCategory": "ENTITY" // (16)
      }
    }
  ]
}

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

Add glossary policy

To add a glossary policy to a persona:

Java

Add glossary policy to persona

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

1. Use the createGlossaryPolicy() method to start building a glossary policy with the minimal required information.

2. You must give the policy a name.

3. You must provide the GUID of the persona to attach this policy to.

4. Specify the type of policy (granting or denying the actions specified next).

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

   To include all permissions

If you want to include all permissions, you can simply use Arrays.asList(PersonaGlossaryAction.values()). ::: 6. Specify the set of qualifiedNames of glossaries this policy should control. Each qualifiedName should itself be prefixed with entity:. 7. To then add the policy to the persona in Atlan, call the save() method against the policy object you've built. Because this operation will persist the structure in Atlan, you must provide it an AtlanClient through which to connect to the tenant.

Python

Add glossary policy to persona

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

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

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

Kotlin

Add glossary policy to persona

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

1. Use the createGlossaryPolicy() method to start building a glossary policy with the minimal required information.

2. You must give the policy a name.

3. You must provide the GUID of the persona to attach this policy to.

4. Specify the type of policy (granting or denying the actions specified next).

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

   To include all permissions

If you want to include all permissions, you can simply use PersonaGlossaryAction.values().toList(). ::: 6. Specify the set of qualifiedNames of glossaries this policy should control. Each qualifiedName should itself be prefixed with entity:. 7. To then add the policy to the persona in Atlan, call the save() method against the policy object you've built. Because this operation will persist the structure in Atlan, you must provide it an AtlanClient through which to connect to the tenant.

Go

Add glossary policy to persona

Persona := &assets.Persona{}
glossary, _ := Persona.CreateGlossaryPolicy( // (1)
  "All glossaries", // (2)
  "67e08ab7-9688-40bc-ae4a-da2bc06b1588", // (3)
  atlan.AuthPolicyTypeAllow, // (4)
  []atlan.PersonaGlossaryAction{atlan.PersonaGlossaryActionCreate, atlan.PersonaGlossaryActionUpdate}, // (5)
  []string{"entity:OpU9a9kG825gAqpamXugf"}, // (6)
)
response, err := assets.Save(glossary) // (7)

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

Raw REST API

POST /api/meta/entity/bulk

{
  "entities": [ // (1),
        "policyResourceCategory": "CUSTOM" // (14)
      }
    }
  ]
}

1. Wrap all updates in an entities array.

2. For each embedded object, use the exact type name AuthPolicy.

3. You must use a policy subcategory of glossary.

4. You must use a policy category of persona.

5. Specify the type of policy (granting or denying the actions specified next).

6. You must use a policy service name of atlas.

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

8. You must give the policy a name.

9. You must give the policy itself a qualifiedName, although this will be overwritten by a generated value by the back-end.

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

    To review available permissions

To review the available permissions, see the SDKs—for example, the PersonaGlossaryAction enum in the Java SDK. ::: 11. Use an embedded accessControl object to define the persona to attach this policy to. 12. The embedded type name of the accessControl object must be exactly Persona. 13. You must provide the GUID of the persona to attach this policy to. 14. You must set the policy resource category to CUSTOM.

Add domain policy

To add a domain policy to a persona:

Java

Add domain policy to persona

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

1. Use the createDomainPolicy() method to start building a domain policy with the minimal required information.

2. You must give the policy a name.

3. You must provide the GUID of the persona to attach this policy to.

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

   To include all permissions

If you want to include all permissions, you can simply use Arrays.asList(PersonaDomainAction.values()). ::: 5. Specify the set of qualifiedNames for the domains this policy should control. Each qualifiedName should itself be prefixed with entity:. To control all domains, this can simply be a single value of entity:All domains. 6. To then add the policy to the persona in Atlan, call the save() method against the policy object you've built. Because this operation will persist the structure in Atlan, you must provide it an AtlanClient through which to connect to the tenant.

Python

Add domain policy to persona

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

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

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

Kotlin

Add domain policy to persona

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

1. Use the createDomainPolicy() method to start building a domain policy with the minimal required information.

2. You must give the policy a name.

3. You must provide the GUID of the persona to attach this policy to.

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

   To include all permissions

If you want to include all permissions, you can simply use PersonaDomainAction.values().toList(). ::: 5. Specify the set of qualifiedNames for the domains this policy should control. Each qualifiedName should itself be prefixed with entity:. To control all domains, this can simply be a single value of entity:All domains. 6. To then add the policy to the persona in Atlan, call the save() method against the policy object you've built. Because this operation will persist the structure in Atlan, you must provide it an AtlanClient through which to connect to the tenant.

Go

Add domain policy to persona

Persona := &assets.Persona{}
domain, _ := Persona.CreateDomainPolicy( // (1)
  "Allow access to domain", // (2)
  "67e08ab7-9688-40bc-ae4a-da2bc06b1588", // (3)
  []atlan.PersonaDomainAction{atlan.PersonaDomainActionRead, atlan.PersonaDomainActionReadSubdomain, atlan.PersonaDomainActionReadProducts}, // (4)
  []string{"entity:default/domain/marketing", "entity:default/domain/finance"}, // (5)
)
response, err := assets.Save(domain) // (6)

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

Raw REST API

POST /api/meta/entity/bulk

{
  "entities": [ // (1),
        "policyResourceCategory": "CUSTOM" // (14)
      }
    }
  ]
}

1. Wrap all updates in an entities array.

2. For each embedded object, use the exact type name AuthPolicy.

3. You must use a policy subcategory of domain.

4. You must use a policy category of persona.

5. The type of policy should always be allow.

6. You must use a policy service name of atlas.

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

8. You must give the policy a name.

9. You must give the policy itself a qualifiedName, although this will be overwritten by a generated value by the back-end.

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

    To review available permissions

To review the available permissions, see the SDKs—for example, the PersonaDomainAction enum in the Java SDK. ::: 11. Use an embedded accessControl object to define the persona to attach this policy to. 12. The embedded type name of the accessControl object must be exactly Persona. 13. You must provide the GUID of the persona to attach this policy to. 14. You must set the policy resource category to CUSTOM.

List policies in persona

To list all the policies in a persona:

Java

List all policies in a persona

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

1. Start by selecting a persona, here using a FluentSearch-based approach. Because this operation will retrieve information from Atlan, you must provide it an AtlanClient through which to connect to the tenant.
2. You can select the persona by whatever you like, in this example we're selecting based on its name.
3. Include the policies for the persona as part of the search results.
4. Include all the attributes you want about each policy on the relations of the search results. Here we're including the name, type, actions and resources controlled by each policy.
5. You can then directly stream the results of the search.
6. For each result of the search (itself a Persona), you can then retrieve its policies and iterate through them.

Python

List all policies in a persona

from typing import cast

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

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

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

Kotlin

List all policies in a persona

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

1. Start by selecting a persona, here using a FluentSearch-based approach. Because this operation will retrieve information from Atlan, you must provide it an AtlanClient through which to connect to the tenant.
2. You can select the persona by whatever you like, in this example we're selecting based on its name.
3. Include the policies for the persona as part of the search results.
4. Include all the attributes you want about each policy on the relations of the search results. Here we're including the name, type, actions and resources controlled by each policy.
5. You can then directly stream the results of the search.
6. For each result of the search (itself a Persona), you can then retrieve its policies and iterate through them.

Go

List all policies in a persona

response, atlanErr := assets.NewFluentSearch(). 
      PageSizes(20).
      AssetType("Persona"). // (1)
      Where(ctx.Persona.NAME.Eq("Data Assets")). // (2)
      IncludeOnResults("policies"). // (3)
      IncludeOnRelations("name"). // (4)
      IncludeOnRelations("policyActions"). 
      IncludeOnRelations("policyResources"). 
      IncludeOnRelations("policyType"). 
      Execute() // (5)
if atlanErr != nil {
  fmt.Println("Error:", atlanErr)
}
for _, entity := range response[0].Entities { // (6)
  if entity.TypeName != nil && *entity.TypeName == "Persona" {
    fmt.Println("Persona Found: Name:", *entity.Name, "QualifiedName:", *entity.QualifiedName)
    for _, policy := range *entity.Policies {
      fmt.Println("Policy Found: QualifiedName:", *policy.UniqueAttributes.QualifiedName)
      // Do something with the policies
    }
  }
}

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

Raw REST API

POST /api/meta/search/indexsearch

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

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

Personalize persona

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

Java

Personalize the persona

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

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

Python

Personalize the persona

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

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

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

Kotlin

Personalize the persona

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

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

Go

Personalize the persona

toUpdate := &assets.Persona{}
toUpdate.Updater( // (1)
  "default/M5HnBQ8QWhrAVGuvBx8iSW", // (2)
  "Data Assets", // (3)
  true, // (4)
)
toUpdate.DenyAssetTabs = &[]string{ // (5)
  atlan.AssetSidebarTabLineage.Name, 
  atlan.AssetSidebarTabRelations.Name, 
  atlan.AssetSidebarTabQueries.Name,
} 
toUpdate.DenyAssetTypes = &[]string{"Table", "Column"} // (6)
toUpdate.DenyAssetFilters = &[]string{ // (7)
  atlan.AssetFilterGroupTags.Name, 
  atlan.AssetFilterGroupOwners.Name, 
  atlan.AssetFilterGroupCertificate.Name,
} 
toUpdate.DenyCustomMetadataGuids = &[]string{ // (8)
  "59220d25-5d39-4f3a-8de5-072098bee793", 
  "bb0c9836-94fd-4a54-9007-0f25fb802c2c",
} 
response, atlanErr := assets.Save(toUpdate) // (9)

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

Raw REST API

POST /api/meta/entity/bulk

{
  "entities": [ // (1)
    }
  ]
}

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

To review available tabs/filters

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