Metadata Form Enforcement

[SofiaSazonova]

Enforcement

Metadata forms can be obligatory to fill in on different levels. User can select the metadata form and entity types, that should have this form attached. Enforcement affects selected entity types on all lower levels hierarchically.

Table E.1. Metadata form enforcement rule

Field	Description	Type	Possible Values
Metadata Form	Identifier of metadata form, that is enforced	String	URI of existing form
Metadata Form Version	number of version, that is enforced	Int
Level	Level of affected entities. All lower levels will be affected.	String	From table E.2
Home Entity Uri	If level is not global, the Uri of the entity under which the MF is enforced	String
Entity Types	Entity type affected by this enforcement	Array [String]	Identifiers of data.all entities types (table E.2)
Severity		String	Obligatory/Recommended

Table E.2. Metadata form levels’ hierarchy

Who can enforce:

• Data.all admins can enforce any form on any level across the platform. They have full control over metadata form enforcement.
• Owners/admins of the data can enforce forms for this levels and levels below in the hierarchy. For example, an org admin can enforce a form for the org, all teams in that org, all environments in the org, all datasets in those environments, etc.
• Share approvers and requestors can enforce forms for a specific share they are involved with. However, they can only delete enforcement rules they created themselves - they cannot delete rules created by others

So in summary, enforcement capabilities cascade along with administrative privileges in the hierarchy. Global admins have full control, org/env admins can enforce for their sphere and below, dataset admins for the datasets and items in it, and share requesters and approvers for a specific share.

How we enforce?

1. When MF is enforced, but entity misses it, on entity page there is a HUGE reminder about it.
2. If MF is mandatory, than NO actions are allowed until required MF is attached | 2.1. Orgs:

• :no_entry: invite/remove groups
• :no_entry: link envs
• :no_entry: edit info

2.2. Envs

• :no_entry: invite/remove
• :no_entry: add consumption roles
• :no_entry: add datasets
• :no_entry: edit info

2.3. Datasets

• :no_entry: data actions (lauch crawler, add folders, delete tables, syncing data)
• :no_entry: create new shares. Existing shares are intact
• :no_entry: edit info

[SofiaSazonova]

[SofiaSazonova]

I think, we don't really need Item level. So, I'll remove it

[rbernotas]

@SofiaSazonova , how will this look if as a data.all admin, I want to enforce a Metadata Form for all datasets in data.all? Using Table E.1 as an example:

Metdata Form: the identifier of the metadata form to enforce Version: the version of the form I'm going to enforce Level: Global Level? Home Entity: N/A Entity Types: Dataset Severity: Obligatory

Is this correct? In this case, the Form will be required for all Datasets in data.all? Is it then also required for all Buckets/Folders/Tables/Shares for all Datasets? Or would that only happen if "Entity Types" was "Dataset, Bucket, Folders, Tables, Shares"?