Skip to main content

Administration Guide

Exchange Administration Overview

The enterprise administrator must complete initial enterprise administration before exchange administration takes place. An enterprise administrator invites a user to log in to the system as an exchange administrator.

Your exchange admin login takes you straight to the exchange.

The following left navigation options are used by data guardians, data owners, and data consumers for further platform configuration and maintenance. They are described in the DSP User Guide:

  • Policies, rules, and transformations

  • Projects

  • Business information (tags, data classes, terms)

  • Connections

  • Tasks

Exchange administration focuses on the activities available in each tab of View Exchange.

Click the avatar symbol in the top right corner of the page, and select View Data Exchange. This takes you to an exchange admin console.


During configuration, the exchange administrator:

  1. Creates a data plane, including:

    1. Create public keys

    2. Configure the data proxy host

    3. Deploy the data agent and the data proxy

  2. Manages users and groups, including:

    1. Add and delete users, and assign user roles

    2. Add and delete groups, and assign group roles

After initial platform configuration, the exchange administrator continues to update and manage the data plane, users, and groups.

If you click the data exchange symbol, you can also add and configure datasets. The DSP User Guide covers this data owner work.


This guide assumes that the data plane is deployed in the same Kubernetes cluster as the control plane. This is not a specific requirement. The data plane can be deployed (and is intended to be deployed) close to the data itself. This may mean that the data plane lives in a separate Kubernetes cluster.

Make sure you are logged in to your Kubernetes cluster and your container repository. Installation is the same for all cloud environments except for one step in which you create a volume with a JDBC driver. You may need to seek guidance on how to connect to Amazon Elastic Kubernetes Service (EKS) and Microsoft Azure Kubernetes Services (AKS) from colleagues involved in IT infrastructure installation.