DAC to Multi-Org migration
The article features the transition from Data Access Control (DAC) to Zuora Multi-Org, highlighting the benefits and migration strategies for businesses.
Data Access Control (DAC) enables organizations to manage user access to data within Zuora Billing through a hierarchical tag structure. Tags are assigned to users and objects, and access is determined based on the tag hierarchy.
Zuora Multi-Org was introduced to address DAC limitations, including:
-
No API support for managing the hierarchy
-
Limited flexibility in access management
-
Reduced administrative autonomy
Multi-Org provides a more scalable and API-driven framework for managing organizational structures and data access.
Migration Options
Organizations with a DAC-enabled tenant can migrate to Multi-Org using one of the following approaches:-
Reuse the Existing DAC Hierarchy
Migrate the existing DAC tag hierarchy to Multi-Org using a 1:1 mapping. This approach preserves the current organizational structure while transitioning to the Multi-Org framework.
-
Create a New Multi-Org Hierarchy
Design and implement a new organizational hierarchy in Multi-Org that better aligns with current business requirements.
Upgrade Using the Existing DAC Hierarchy
When using the 1:1 migration approach, DAC hierarchy elements are mapped to Multi-Org entities as follows:
| DAC | Multi-Org |
|---|---|
| Root Root is referred to as the global entity by default. | Root Root is referred to as the global organization (default parent) |
| Segments Children under the root level. | Org. Units Each of the children under the root is referred to as an org. unit. |
For more information see DAC upgrade to Multi-Org.
API Changes
For DAC customers, migration to Multi-Org introduces backward-incompatible API changes.
Prior to migration, API payloads contain hierarchy fields in the format xxx__h. Where xxx represents the hierarchy API name.
- The
xxx__hfields are no longer available. - These fields are replaced by organization-based fields such as:
organizationLabelsorganizationLabel
Applications and integrations that reference DAC hierarchy fields must be updated to use the new Multi-Org organization fields.
Existing DAC API Payloads
| Method | URI | Field Path |
|---|---|---|
GET | /accounts/{account-key} | basicInfo.tags |
GET | /accounts/{account-key}/summary | basicInfo.tags |
GET | /catalog/product/{product-id} | tags |
GET | catalog/products | products.tags |
| Method | URI | Request body field |
|---|---|---|
POST | /orders | newAccount.tagging |
PUT | /accounts/{account-key} | tagging |
PUT | /orders/{orderNumber} | newAccount.tagging |
Key Differences Between DAC and Multi-Org
DAC
- Users with access to a parent node automatically inherit access to all child nodes and their associated data.
- Child nodes and their associated data can be removed from an organizational hierarchy, subject to hierarchy constraints.
Zuora Multi-Org
- Access is granted explicitly to specific org units.
- Users can access data only for the org units to which they have been assigned permissions.