Subscription Plans
What are Subscription Plans?
Subscriptions control access to data products as governed by the permissions contained in a subscription plan. These plans are applied by data product owners and define the following:
Type: Whether the subscription is available to other organizations (external) or only to your organization (internal).
Usage: Whether the data product can be used on-platform (Spaces), off-platform (Export), or through Query.
Lineage: Whether a subscription to a data product or asset is required by users of derived data products or assets.
Period: The duration during which access will be provided to a data product.
Price: The cost requirements to access and use the data product. You can hide the price in the store.
Channel: Whether access to a product is requested and allocated by an administrator (i.e., managed) or the product is visible in the exchange and users can subscribe immediately (i.e., self-service).
Scope: The scope of access to a data product, i.e., is it applicable to all users within the organization or for a specific number of individual users.
Terms and Conditions: The legal or policy requirements to access and use the data product.
A user with an Organization Administrator role can create templates for Subscription Plans and Terms and Conditions (T&Cs) that are available for all product owners within the organization to apply. Alternatively, users with the Ecosystem Administrator role can create templates that are be viewed and applied across all Organizations on the platform.
Information on how Subscriptions are viewed by Data Consumers, can be found here. Information on how Subscriptions are managed by Administrators can be found here. Information on how they are are applied by Product Owners can be found here.
Finally, information on how Product Subscription templates are created at the Organization and Ecosystem level can be found below.
Create a Subscription Plan Template
Make subscription plans immediately available for newly registered users by creating templates for subscription plan T&Cs. These templates are made available to all product creators within your Organization as part of product management.
Click on the Organization logo on the navigation bar.
Click on the Subscription Plan Templates tab.
Click Create Subscription Plan Template.
In the Subscription Template Summary section:
Enter a Name for the template.
It is recommended to think of the outcome you want to have when the subscription is applied and to make this clear in the name and description e.g. ‘share with all users’
Enter a Description.
(Optional) Enter a Label
Select a set of (optional) Terms and Conditions from a pull down list
If required then Create Terms and Conditions first
Select the how a request to activate the Subscription Plan should be approved from a list of Subscription Options defined by the Ecosystem Administrator.
Select Enforce or Do not enforce to define the required subscription lineage when creating new assets on platform
Select the usage that is allowed
Subscription Type: Select the default value of Internal or External to define the scope of the subscription plan.
External allows users inside and outside your organization to subscribe to the subscription plan.
Internal only enables users inside your organization to subscribe to this plan.
Subscription Users: Select the default value of Single User, Multi User or Organization to define how many users the subscription plan applies to.
The number of users for a multi user subscription is a default value and can be changed when the template is applied to a specific data product
Select Default Price and Term.
Select Trial and an associated Duration to restrict access your data product. Access will automatically expire after the specified period and any subscribers will no longer be able to use the data in a Space nor Export it.
The trial duration is a default value and can be changed when the template is applied to a specific data product
Select Renewable and one of Perpetual, Monthly, Annual. The subscription will automatically renew after the specified period and are essentially all perpetual.
The optional Price associated with all options is for information purposes only.
The Price is default value and can be changed when the template is applied to a data product.
Warning: Do not use the Self Service channel with an Organization user scope because the first user who self serves a subscription subscribes the entire organization. This makes the data product visible to all users within the organization regardless of whether the package visibility settings are in place to prevent this.
Do not use the Self Service channel with the Multi User user scope because each subscription is treated as a Single User subscription and the user limit that is set is ignored.
Ecosystem Level Templates
You must have an Ecosystem Administrator role to be able to create Subscription Plan templates that can be shared with all Organizations on the platform.
Select the Ecosystem Administration logo from the navigation bar
Select ecosystem subscription plan templates
Create ecosystem subscription plan template
Create a subscription plan template the same as an organizational administrator
All templates that are create are display with an ‘ecosystem’ label
Subscription Lineage
To protect data from being redistributed without permission, Organization Administrators can configure subscription lineage rules. Subscription lineage determines whether usage restrictions will carry over when an asset is used to create a new, engineered, or automated data product.
When you add assets to a product, the platform checks the lineage of those assets to identify any enforced subscription requirements:
No Enforced Lineage: If the assets (or products containing those assets) do not enforce lineage, subscribers can access the product without needing additional subscriptions.
Enforced Lineage: If any assets in the product have enforced subscription lineage, subscribers will also be required to have access to the original source products. If they do not, they will be blocked from accessing the data in Spaces and Export.
How It Appears to Users
When a user has permission to use an asset with enforced subscription lineage, the asset appears in their My Collection.
If the user is missing a required subscription, a "subscriptions required" message will appear on the asset.
Important Considerations
Before publishing a product:
Review the lineage of included assets to avoid unintended access restrictions.
Be cautious when changing the lineage of a published product. Doing so requires all subscribers to:
Re-subscribe to a new plan.
Re-create any work associated with the previous product version in a new Space.
Proper planning of subscription lineage ensures controlled access and prevents unauthorized redistribution of valuable data assets.