Assign capabilities

To control access to data and features in Cognite Data Fusion (CDF), you define what capabilities users or applications have to work with different resource types in CDF, for example, if they can read a time series (timeseries:read) or create a 3D model (3D:create).

Capabilities also decide which features you have access to. For example, you need the 3d:create capability to upload 3D models to CDF.

A capability is defined by a resource type, a scope, and actions. The resource type and scope define the data the capability applies to, while the action defines the operations you are allowed to perform.

Instead of assigning capabilities to individual users and applications, you use groups in CDF to define which capabilities the group members (users or applications) should have. You link and synchronize the CDF groups to user groups in your identity provider (IdP), for instance, Microsoft Entra ID or Amazon Cognito.

For example, if you want users or applications to read, but not write, time series data in CDF, you first create a group in your IdP to add the relevant users and applications. Next, you create a CDF group with the necessary capabilities (timeseries:read) and link the CDF group and the IdP group.

You can tag sensitive resources with additional security categories for even more fine-grained access control and protection.

This flexibility lets you manage and update your data governance policies quickly and securely. You can continue to manage users and applications in your organization's IdP service outside of CDF.

This article explains how to add capabilities to groups, create and assign security categories. You will also find overviews of the necessary capabilities to access and use different features in CDF.

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For users to successfully sign in and use Fusion UI, the following minimum set of capabilities is required : projects:list, groups:list and groups:read

Create a group and add capabilities

1. Navigate to Admin > Groups > Create group.

2. Enter a unique name for the group.

3. Select Add capability.

   1. In the Capability type field, select a resource type, such as assets and time series, CDF groups, data sets, or specific functionality.

   2. In the Action field, allow for actions on the data, such as read, write or list.

   3. In the Scope field, scope the access to all data or a subset within the selected capability type. The subset differs according to the capability type but always includes all data as an option.

4. Select Save.

5. In the Source ID field, enter the Object Id (Entra ID) or Group name (Cognito) exactly as it exists in your identity provider (IdP). It will link the CDF group to a group in Microsoft Entra ID or Amazon Cognito.

Create and assign security categories

You can add an extra access level for time series and files by tagging resources with security categories via the Cognite API. This is useful if you want to protect market-sensitive data. To access resources tagged with a security category, you must have both the standard capabilities for the resource type and capabilities for the security category.

To access, create, update, and delete security categories, you need these capabilities via a group membership:

• securitycategories:create
• securitycategories:update
• securitycategories:delete

To assign security categories to groups:

1. Open the group where you want to add security categories.
2. In the Capability type field, select Security categories.
3. In the Action field, select securitycategories:memberof.
4. In the Scope field, select Security categories, associate a security category or select All.

To perform actions, such as read or write on time series and files tagged with capabilities and security categories:

• You must be a member of a group with actions that give access to a times series or files, for instance, timeseries:read.
• You must be a member of a group with the securitycategories:memberof capability for the same time series or files.

Share data and mention coworkers

User profiles let users share data and mention (@name) coworkers. By default, CDF will collect user information, such as name, email, and job title.

All users with any group membership in a CDF project get the userProfilesAcl:READ capability and can search for other users.

Feature capabilities

The tables below describe the necessary capabilities to access different CDF features.

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In addition to the capabilities listed in the sections below, users and applications need these minimum capabilities to access any feature in CDF.

Capability type	Action	Scope	Description
Groups	groups:list	Current user, All	Verifies user group access.
Projects	projects:list	All	Verifies that a user or application has access to a CDF project. To access the resources in the project, see the capabilities listed below.

Extractors

PI extractor

Extract time series data from the OSISoft PI Data Archive.

Capability type	Action	Scope	Description
Timeseries	timeseries:read, timeseries:write	Data set, All	Ingest time series
RAW	raw:read, raw:write, raw:list	Tables, All	Ingest to CDF RAW and for state store configured to use CDF RAW.
Events	events:read, events:write	Data sets, All	Log extractor incidents as events in CDF.
Extraction pipeline runs	extractionruns:write	Data sets, Extraction pipelines, All	Allow the extractor to report state and heartbeat back to CDF.
Remote configuration files	extractionconfigs:write	Data sets, Extraction pipelines, All	Use versioned extractor configuration files stored in the cloud.

PI AF extractor

Extract data from the OSIsoft PI Asset Framework (PI AF).

Capability type	Action	Scope	Description
RAW	raw:read, raw:write, raw:list	Tables, All	Ingest to CDF RAW and for state store configured to use CDF RAW.
Extraction pipeline runs	extractionruns:write	Data sets, Extraction pipelines, All	Allow the extractor to report state and heartbeat back to CDF.

PI Replace utility

Re-ingest time series to CDF by optionally deleting a data point time range and ingesting the data points in PI for that time range.

Capability type	Action	Scope	Description
Time series	timeseries:read, timeseries:write	Data sets, All	Re-ingest time series into CDF.
RAW	RAW:read, RAW:write, RAW:list	Tables, All	Ingest to CDF RAW and for state store configured to use CDF RAW.
Events	events:read, events:write	Data sets, All	Log extractor incidents as events in CDF.

DB extractor

Extract data from any database supporting Open Database Connectivity (ODBC) drivers.

Capability type	Action	Scope	Description
RAW	RAW:read, RAW:write, RAW:list	Tables, All	Ingest to CDF RAW and for state store configured to use CDF RAW.
Extraction pipeline runs	extractionruns:write	Data sets, Extraction pipelines, All	Allow the extractor to report state and heartbeat back to CDF.
Remote configuration files	extractionconfigs:write	Data sets, Extraction pipelines, All	Use versioned extractor configuration files stored in the cloud.

OPC UA extractor

Extract time series, events, and asset data via the OPC UA protocol.

Capability type	Action	Scope	Description
Time series	timeseries:read, timeseries:write	Data sets, All	Ingest time series.
Assets	assets:read, assets:write	Data sets, All	Use if the configuration parameters raw-metadata or skip-metadata aren't set.
Events	events:read, events:write	Data sets, All	Ingest events if enabled.
RAW	RAW:read, RAW:write, RAW:list	Tables, All	Ingest metadata to CDF RAW or the state-store is set to use CDF RAW.
Relationships	relationships:read, relationships:write	Data sets, All	Ingest relationships if enabled in the configuration.
Data sets	data-sets:read	Data sets, All	Ingest the data set external ID if enabled in the configuration.
Extraction pipeline runs	extractionruns:write	Data sets, Extraction pipelines, All	Allow the extractor to report state and heartbeat back to CDF.
Remote configuration files	extractionconfigs:write	Data sets, Extraction pipelines, All	Use versioned extractor configuration files stored in the cloud.

Studio for Petrel extractor

Connect to SLB Studio for Petrel through the Ocean SDK and stream Petrel object data to the CDF files service as protobuf objects.

Capability type	Action	Scope	Description
Files	files:read, files:write, files:list	Data sets, All	Ingest SLB Studio for Petrel object data into CDF.

WITSML extractor

Connect via the Simple Object Access Protocol (SOAP) and the Energistics Transfer Protocol (ETP) and extract data using the Wellsite Information Transfer Standard Markup Language (WITSML) into CDF.

Capability type	Action	Scope	Description
Time series	timeseries:read, timeseries:write, timeseries:list	Data sets, All	Ingest WITSML growing objects, such as WITSML logs, into the CDF time series services.
Sequences	sequences:read, sequences:write, sequences:list	Data sets, All	Ingest WITSML growing objects, such as WITSML logs, into the CDF sequences services.
RAW	raw:read, raw:write, and raw:list	Tables, All	Ingest WITSML non-growing objects, such as wellbore, into CDF RAW.
Extraction pipelines	extractionpipelines:write	Data sets, Extraction pipelines, All	Allow the extractor to report state and heartbeat back to CDF.

EDM extractor

Connect to the Landmark Engineers Data Model server and extract data through the Open Data protocol (OData) from DecisionSpace Integration Server (DSIS) to CDF RAW.

Capability type	Action	Scope	Description
RAW	raw:read, raw:write, raw:list	Tables, All	Ingest data from Landmark EDM model into CDF RAW.

OSDU extractor

Connect to the Open Group OSDU™ Data Platform and ingest data into CDF.

Capability type	Action	Scope	Description
RAW	raw:read, raw:write, raw:list	Tables, All	Ingest configurable OSDU records, such as wells, wellbores, and well logs.
Files	files:read, files:write	Data sets, All	Ingest linked data files.
Extraction pipelines	extractionpipelines:read, extractionpipelines:write	Data sets, Extraction pipelines, All	Create and edit extraction pipelines.
Extraction pipeline runs	extractionruns:read, extractionruns:write	Data sets, Extraction pipelines, All	Allow the extractor to report state and heartbeat back to CDF.
Remote configuration files	extractionconfigs:write	Data sets, Extraction pipelines, All	Use versioned extractor configuration files stored in the cloud.

File extractor

Connect to local file systems, SharePoint Online Document libraries, and network sharing protocols, like FTP, FTPS, and SFTP, and extract files into CDF.

Capability type	Action	Scope	Description
Files	files:read, files:write	Data sets, All	Ingest files.
RAW	raw:read, raw:write, raw:list	Tables, All	For state store configured to use CDF RAW.

Documentum extractor

Extract documents from OpenText Documentum or OpenText D2 systems.

Capability type	Action	Scope	Description
Files	files:read, files:write	Data sets, All	Ingest files.
RAW	raw:read, raw:write, raw:list	Tables, All	Ingest metadata to CDF RAW.
Extraction pipeline runs	extractionruns:write	Data sets, Extraction pipelines, All	Allow the extractor to report state and heartbeat back to CDF.
Remote configuration files	extractionconfigs:write	Data sets, Extraction pipelines, All	Use versioned extractor configuration files stored in the cloud.

Simulator connectors

Integrate existing simulators with CDF to remotely run simulations.

Capability type	Action	Scope	Description
Time series	timeseries:read, timeseries:write	Data sets, All	Use CDF time series as source/destination for simulation data.
Extraction pipelines	extractionpipelines:read, extractionpipelines:write	Data sets, All	Store the connector configuration remotely.
Files	files:read	Data sets, All	Download simulation model files.
Data sets	datasets:read	Data sets, All	View data sets.

Hosted extractors

Extract data from source systems using Cognite hosted extractors.

Capability type	Action	Scope	Description
Hosted extractors	hostedextractors:read, hostedextractors:write	All	Monitor and manage hosted extractors.
Time series	timeseries:read, timeseries:write	Data sets, All	Use CDF time series as destination.
Events	events:read, events:write	Data sets, All	Use CDF events as destination.
RAW	raw:read, raw:write, raw:list	Data sets, All	Use CDF RAW as destination.
Assets	assets:read	Data sets, All	Contextualize time series or events with assets.

PostgreSQL gateway

Ingest data into CDF using the Cognite PostgreSQL gateway.

Capability type	Action	Scope	Description
Resource types	read, write	Data sets, All	Add read and write capabilities for the CDF resources you want to ingest data into. For instance, to ingest assets, add assets:read and assets:write.

Note

If you revoke the capabilities in the CDF group, you also revoke access for the PostgreSQL gateway.

Manage staged data

Work with tables and databases in CDF RAW.

Capability type	Action	Scope	Description
RAW	RAW:read, RAW:list	Tables, All	View tables and databases in CDF RAW.
RAW	RAW:write	Tables, All	Create, update, delete tables and databases in CDF RAW.

Transform data

Transform data from RAW tables into the CDF data model.

Capability type	Action	Scope	Description
Resource types	read and write actions according to the CDF resources you want to read from and write to using transformations.	Data sets, All	For instance, to transform data in CDF RAW and write data to assets, add RAW:read and assets:write.
Transformations	transformations:read	All	View transformations.
Transformations	transformations:write	All	Create, update, delete CDF transformations.
Session	sessions:create	All	Run scheduled transformations. You must also set the token_url. Read more here.

Legacy access to transformations via group name

To ensure backward compatibility, groups named transformations or jetfire are treated as having both transformations:read:All and transformations:write:All. We're deprecating this access control method and will remove it in a future release.

Upload 3D models

Upload and work with 3D models, 3D revisions and 3D files.

Capability type	Action	Scope	Description
3D	3d:read, file:read	Data sets, All	View 3D models.
3D	3d:create, file:read	Data sets, All	Upload 3D models to CDF.
3D	3d:update	Data sets, All	Update existing 3D models in CDF.
3D	3d:delete	Data sets, All	Delete 3D models.

Extraction pipelines

Set up and monitor extraction pipelines and report the pipeline run history.

User	Action	Capability	Description
End-user	Create and edit extraction pipelines	extractionpipelines:write	Gives access to create and edit individual pipelines and edit notification settings. Ensure that the pipeline has read access to the data set being used by the extraction pipeline.
	View extraction pipelines	extractionpipelines:read	Gives access to list and view pipeline metadata.
	Create and edit extraction configurations	extractionconfigs:write	Gives access to create and edit an extractor configuration in an extraction pipeline.
	View extraction configurations	extractionconfigs:read	Gives access to view an extractor configuration in an extraction pipeline.
	View extraction logs	extractionruns:read	Gives access to view run history reported by the extraction pipeline runs.
Extractor	Read extraction configurations	extractionconfigs:read	Gives access to read an extractor configuration from an extraction pipeline.
	Post extraction logs	extractionruns:read	Gives access to post run history reported by the extraction pipeline runs.
Third-party actors	Create and edit extraction pipelines	extractionpipelines:write	Gives access to create and edit individual pipelines and edit notification settings. Ensure that the pipeline has read access to the data set being used by the extraction pipeline.
	Create and edit extraction configurations	extractionconfigs:write	Gives access to create and edit the extractor configuration from an extraction pipeline.

Match entities

Create and tune models to automatically contextualize resources.

Capability type	Action	Scope	Description
Entity matching	entitymatchingAcl:read	All	List and view entity matching models.
Entity matching	entitymatchingAcl:write	All	Create, update, delete entity matching models.
Assets	assets:read	Data sets, All	Match entities to assets.

Interactive engineering diagrams

Find, extract, and match tags on engineering diagrams and link them to an asset hierarchy or other resource types.

Capability type	Action	Scope	Description
Files	files:read, files:write	Data sets, All	List and extract tags from engineering diagrams.
Assets	assets:read, assets:write	Data sets, All	Add tags to assets.
Events	events:read, events:write	Data sets, All	View and create annotations manually or automatically in the engineering diagrams.
Labels	labels:read, labels:write	Data sets, All	View, approve, and reject tags in the engineering diagrams.

Diagram parsing

Analyze and detect symbols and tags on engineering diagrams and link them to an asset hierarchy or other resource type in CDF.

Capability type	Action	Scope	Description
Diagram parsing	diagramParsing:READ	No scope	See the results of completed parsing jobs and read the outputs from parsed files.
Data model instances	dataModelInstances:READ	Space IDs, All	See the results of completed parsing jobs and read the outputs from parsed files.
Diagram parsing	diagramParsing:READ, diagramParsing:WRITE	No scope	Start a diagram parsing job.
Data model instances	dataModelInstances:READ, dataModelInstances:WRITE	Space IDs, All	Start a diagram parsing job.
Sessions	sessions:create	All	Start a diagram parsing job.

Document parser

Extract data from documents, such as datasheets, equipment specifications, or process flow diagrams.

Capability type	Action	Scope	Description
Data models	datamodels:read	Space IDs, All	Start a document parsing job or see the results of completed parsing jobs.
Data models	datamodels:write	Space IDs, All	Approve the results of completed parsing jobs. The data are saved in a data model instance.
Files	files:read	Data sets, All	Start a document parsing job or see the results of completed parsing jobs.

Explore data and Image and video data

Find, validate, and learn about the data you need to build solutions in the Data explorer and Image and video management.

Capability type	Action	Scope	Description
Resource types	files:read	Data sets, All	All resource types used in the CDF project.
Annotations	annotations:write	All	Create new/edit existing annotations.

Data modeling

Create data models and ingest data into them.

Capability type	Action	Scope	Description
Data models	datamodels:read	All	View data models.
Data models	datamodels:write	All	Create, update, delete data models.
Data model instances	datamodelinstances:read	All	View data in data models.
Data model instances	datamodelinstances:write	All	Create, update, delete data model instances.

Data workflows

Use data workflows to coordinate interdependent processes.

Capability type	Action	Scope	Description
Data workflows	workfloworchestration:read	Data sets, All	View data workflows, versions, executions, tasks, and triggers.
Data workflows	workfloworchestration:write	Data sets, All	Create, update, delete, and run data workflows, versions, executions, tasks, and triggers.

Functions

Deploy Python code to CDF and call the code on-demand or schedule the code to run at regular intervals.

Capability type	Action	Scope	Description
Functions	functions:write	All	Create, call and schedule functions.
Functions	functions:read	All	Retrieve and list functions, retrieve function responses and function logs.
Files	files:read	All	View functions.
Files	files:write	All	Create functions.
Sessions	sessions:create	All	Call and schedule functions.

Streamlit apps

Build custom web applications in CDF.

Capability type	Action	Scope	Description
Files	files:read, files:write	Data sets, All	Edit Streamlit applications.
Files	files:read	Data sets, All	Use Streamlit applications.

Canvas

Add assets, engineering diagrams, sensor data, images, and 3D models from your CDF project to a canvas.

The first time you set up a canvas, you must:

• Grant datamodels:read with the scope set to All for admin users.

• Create IndustrialCanvasInstanceSpace and CommentInstanceSpace spaces. If you don't add create these spaces, CDF will prompt you to add these when you open a canvas.

Capability type	Action	Scope	Description
Data models	datamodels:read	cdf_industrial_canvas, cdf_apps_shared, IndustrialCanvasInstanceSpace, CommentInstanceSpace	View data from data models within IndustrialCanvasInstanceSpace and CommentInstanceSpace.
Data model instances	datamodelinstances:read	cdf_industrial_canvas, cdf_apps_shared, IndustrialCanvasInstanceSpace, CommentInstanceSpace	View canvases.
Data model instances	datamodelinstances:write	cdf_industrial_canvas, cdf_apps_shared, IndustrialCanvasInstanceSpace, CommentInstanceSpace	Create, update, delete canvas data.
Resource types	read actions for the resource types you want to add to canvas	Data sets, All	View asset, events, files, time series, and 3D models
Files	write	Data sets, All	Add local files on a canvas. This is an optional capability.

Mention coworkers and add comments

You must set up the CommentInstanceSpace space and enable user profiles to comment or mention coworkers on a canvas.

Private canvases

Private canvases aren't governed by CDF access management.

Charts

Capability type	Action	Scope	Description
Assets	assets:read	Data sets, All	Search for assets.
Time series	timeseries:read	Data sets, All	Search for time series.
Time series	timeseries:write	Data sets,	Needed to schedule calculations.
Files	files:read	Data sets, All	Search for files.
Groups	groups:list	Current user, All	Use calculations in Charts.
Projects	projects:list	All	Use calculations in Charts.
Sessions	Sessions:list	All	Needed for monitoring and to schedule calculations.
Sessions	Sessions:create	All	Needed for monitoring and to schedule calculations.
Sessions	Sessions:delete	All	Needed for monitoring and to schedule calculations.

Data sets and Data catalog

Use the Data sets capability type to grant users and applications access to add or edit metadata for data sets.

To add or edit data within a data set, use the relevant resource type capability. For instance, to write time series to a data set, use the Time series capability type. Read more here.

Capability type	Action	Scope	Description
Data sets	datasets:read	Data sets, All	View data sets.
Data sets	datasets:write	Data sets, All	Create or edit data sets.

Configure location filters

Configure location filters to help users find and select data related to a specific physical location.

Capability type	Action	Scope	Description
Location-filters	locationfilters:read	Location-filters, All	View location filters.
Location-filters	locationfilters:write	Location-filters, All	Configure, edit, and delete location filters.

Configure InField

Set up the InField application.

Capability type	Action	Scope	Description
Assets	assets:read	Data sets, All	View asset data from the CDF project that InField runs on top of.
Groups	groups:read	Current user, All	For InField administrators to grant access to users.
3D	3d:read	Data sets, All	Upload 3D models to be displayed in InField.
Files	files:write	Data sets	Allow users to upload images.
Time series	timeseries:write	Data sets, Time series, Root assets, All	Allow users to upload measurement readings.

Add the InField admin users to an access group named applications-configuration. Learn more

Configure InRobot

Configure access for users

Set up the InRobot application.

Capability type	Action	Scope	Description
Assets	assets:read	Data sets, All	Find asset tags of equipment the robot works with and view asset data.
Data models	datamodels:read	Space IDs: APM_Config, cdf_core, cdf_apm, and cdf_apps_shared	View data models.
Data models instances	datamodelinstances:read	Space IDs: cognite_app_data, cdf_apm, <yourRootLocation_source_data>1, <yourRootLocation_app_data>2	View data in data models.
Events	events:read	Data sets, All	View events in the canvas.
Files	files:read, files:write	Data sets, All	Allow users to upload images.
Groups	groups:read, groups:create, groups:update	Data sets, All	For InRobot administrators to grant access to users.
3D	3d:read	Data sets, All	Upload 3D models of maps.
Projects	projects:read, projects:list	Data sets, All	Extract the projects the user has access to.
Robotics	robotics:read, robotics:create, robotics:update, robotics:delete	Data sets, All	Control robots and access robotics data.
Time series	timeseries:read	Data sets, All	Allow users to view measurement readings as time series.

Configure access for robots

Set up a robot's access for the InRobot application.

Capability type	Action	Scope	Description
Assets	assets:read	Data sets, All	For the robot to find asset tags of equipment so that the data collected can be connected to the corresponding asset.
Data models	datamodels:read, datamodels:write	Select Space IDs: APM_Config, cdf_core, cdf_apm, and cdf_apps_shared. Otherwise, All.	For the robot to write the robotics data to the APM data model.
Data model instances	datamodelinstances:read	Select Space IDs: APM_Config. Otherwise, All.	For the robot to write the robotics data to the APM data model.
Data model instances	datamodelinstances:read, datamodelinstances:write	Select Space IDs: cognite_app_data, cdf_apm, <yourRootLocation_source_data>1, <yourRootLocation_app_data>2. Otherwise, All.	For the robot to write the robotics data to the APM data model.
Files	files:read	All	For the robot to download robot-specific files, such as maps; read or access uploaded robot data.
Files	files:write	Robot dataSetID	For the robot to upload the data collected by the robot to CDF.
Labels	labels:read, labels:write	All	For the robot to label data according to how the data should be processed in CDF.
Robotics	robotics:read, robotics:create, robotics:update, robotics:delete	Data sets (robot's data set ID)	For the robot to access robotics data.

Footnotes

1. <yourRootLocation_source_data> space holds space data coming from a customer source system for a particular location. Can be used for InRobot and InField. ↩ ↩²

2. <yourRootLocation_app_data> space holds data coming from InRobot for a particular location. Can be used for InRobot and InField. ↩ ↩²