Managing your account settings

From the Account window you can view information about your IBM Cloud account and set the Resource scope, Credentials for connections, and Reports settings for Cloud Pak for Data as a Service.

View account information
Set the scope for resources
Set the type of credentials for connections
Set the login session expiration
Manage the reports settings

You must be the IBM Cloud account owner or administrator to manage the account settings.

View account information

You can see the account name, ID and type.

Select Administration > Account and billing > Account to open the account window.
If you need to manage your Cloud account, click the Manage in IBM Cloud link to navigate to the Account page on IBM Cloud.

Set the scope for resources

By default, account users see resources based on membership. You can restrict the resource scope to the current account to control access. By setting the resource scope to the current account, users cannot access resources outside of their account, regardless of membership. The scope applies to projects, catalogs, and spaces.

To restrict resources to current account:

Select Administration > Account and billing > Account to open the account settings window.
Set Resource scope to On. Access is updated immediately to be restricted to the current account.

Set the credentials for connections

The credentials for connections setting determines the type of credentials users must specify when creating a new connection. This setting applies only when new connections are created; existing connections are not affected.

Either personal or shared credentials

You can allow users the ability to specify personal or shared credentials when creating a new connection. Radio buttons will appear on the new connection form, allowing the user to select personal or shared.

To allow the credential type to be chosen on the new connection form:

Select Administration > Account and billing > Account to open the account settings window.
Set both Shared credentials and Personal credentials to Enabled.

Personal credentials

When personal credentials are specified, each user enters their own credentials when creating a new connection or when using a connection to access data.

To require personal credentials for all new connections:

Select Administration > Account and billing > Account to open the account settings window.
Set Personal credentials to Enabled.
Set Shared credentials to Disabled.

Shared credentials

With shared credentials, the credentials that were entered by the creator of the connection are made available to all other users when accessing data with the connection.

To require shared credentials for all new connections:

Select Administration > Account and billing > Account to open the account settings window.
Set Shared credentials to Enabled.
Set Personal credentials to Disabled.

Set the login session expiration

Active and inactive session durations are managed through IBM Cloud. You are notified of a session expiration 5 minutes before the session expires. Unless your service supports autosaving, your work is not saved when your session expires.

You can change the default durations for active and inactive sessions. For more information on required permissions and duration limits, see Setting limits for login sessions.

To change the default durations:

From the Cloud Pak for Data as a Service navigation menu, select Administration > Access (IAM).
In IBM Cloud, select Manage > Access (IAM) > Settings.
Select the Login session tab.
For each expiration time that you want to change, edit the time and click Save.

The inactivity duration cannot be longer than the maximum session duration, and the token lifetime cannot be longer than the inactivity duration. IBM Cloud prevents you from inputing an invalid combination of settings.

Manage the reports settings

By default, the reporting settings are turned off.

Depending on your requirements, you can change the default reports settings or enforce reporting.

If you decide to change the Default reporting setting toggle to On, the users will be able to choose whether to send the metadata to an external reporting database or not by using the Allow reporting on asset metadata toggle, whenever they create a new project, a catalog, or a category. After the change in the setup is complete, Allow reporting on asset metadata toggle is by default set to On.

To change the default reporting settings:

Select Administration > Account and billing > Account to open the account settings window.
Click the Default reporting setting toggle.
Click Change default to confirm.

If you decide to enforce reporting by setting its toggle to On, whenever the users create a new project, a catalog, or a category, the metadata will be sent to an external reporting database. After the change in the setup is complete, Allow reporting on asset metadata toggle is by default set to On and the users cannot change it.

To enforce reporting:

Select Administration > Account and billing > Account to open the account settings window.
Click the Enforce reporting toggle.
Click Enforce reporting to confirm.

Learn more

Parent topic: Managing Cloud Pak for Data as a Service