Security and view administrators have access to Data Import functionality from a Data Import option in the Analyst Tools menu off of the main menu in Stratum. They can import from local Excel, CSV, and Text files. They can set up Data Import Templates. Security administrators with a Data Steward designation have access to additional functionality such as importing from local SQL Server databases and Azure cloud sources or using a Stratum Cloud Import API to do their imports. More details follow in the table below.
Advanced and casual users can access some Data Import features such as importing from Excel, CSV, or Text files if administrators give them direct access to the Data Import window – and in that case, they can only work with data imports and templates that they own. The Data Import option will not display in an Analyst Tools menu for advanced and casual users, but there are two options for giving access to those types of users. Administrators can set up a global user link that points to the Data Import window and add it to the view groups of the applicable advanced or casual users who need access to Data Import. Or, administrators can send those users a direct URL to the Data Import window.
This table shows you what features are available when you have both a Stratum Analyst Hub and Stratum Cloud Import license for your implementation.
Data Import Functionality* |
Who Can Use The Functionality* |
Assign Data Steward Designation To Security Administrators |
Unlimited number of Data Stewards are allowed |
Add & Use Data Import Templates |
Add/use templates for any data import |
Import from Azure cloud sources |
Only the Data Stewards can do so |
Import from local SQL Server database table |
Only the Data Stewards can do so |
Import from local files (Excel, CSV, Text) |
Any Data Steward and all other users can do so |
Initiate Imports With Data Import Interface In Stratum Viewer |
Any Data Steward and all other users can do so |
Initiate Imports With Stratum Cloud Import API (from local SQL Server database tables or Azure cloud sources) |
Only the Data Stewards can do so |
Import to Enhanced / Data Steward Controlled Categories |
Only the Data Stewards can do so |
Import into Enhanced / User Controlled Categories |
Any Data Steward and all other users can do so |
*Note: Data Import functionality requires a Stratum Analyst Hub license and is available only for Stratum.Viewer implementations where Stratum.Server is running on a Windows 2019 or 2022 server with SQL Server 2019 or 2022. It is not available for implementations running Stratum.Server on an IBM i Server. A Stratum Cloud Import license is required to give Security Administrators a Data Steward level of access and to import from local SQL Server databases or Azure cloud sources.