Clean Room Partner Implementation Guide

A clean room is a secure environment that enables data collaboration across decentralized datasets to help uncover actionable insights and outcomes.

LiveRamp Clean Room enables the creation and ongoing support of clean room collaborations through a user-friendly interface.

Included in LiveRamp Clean Room's architecture are three core layers:

LiveRamp Clean Room's architecture lays the foundation for LiveRamp Clean Room's question framework, which drives insights consumed from clean room outputs.

Key Terminology

The following terminology will help you get up to speed on navigating the LiveRamp Clean Room UI:

As a partner collaborating in a clean room, there are several important steps required to properly onboard your data, often requiring members of key teams across your organization. Collaborations work best when people are aligned to roles across the clean room partner, clean room owner, and LiveRamp.

To get started, identify people in your organization that align best with the following clean room partner roles shown in the table below.

Facilitating clean room collaborations requires owners to invite partners to a clean room in order to combine and analyze data sources from multiple parties.

You will receive an email invite from a clean room owner. If you already have access to LiveRamp Clean Room, you can accept the invite and access your organization and clean room. If you do not have access, a LiveRamp Clean Room organization will be created for you to proceed with the configuration and accept the clean room invitation.

There may be a delay between when you receive a clean room invitation and when an organization is provisioned for you.

Once your organization has been created and you log in as the account admin, you can begin by setting up roles and adding users. Roles are the different combinations of access permissions you can create and assign individual users to. When you create users, you must assign them to a role.

Each newly created user will receive a welcome email to log in. Their access level will mirror the role you have assigned them.

Adding users to an organization does not mean these users have access to a configured clean room. Adding users to a clean room is a separate step.

When you access the clean room from your organization as the invitee, you will automatically have partner admin access to the clean room. This clean room-level role enables you to configure new roles and add users to the clean room. Before adding users to a clean room, they should first be added as users to your organization. For information, see "Managing Users" and "Managing Clean Room Permissions".

Before configuring your data sources in LiveRamp Clean Room, confirm you have the required datasets ready for use according to the collaboration use case with the clean room owner. Knowing where your datasets live, the credentials and tables required to access those datasets, and having the proper file formatting in place will make the remainder of your setup much more seamless.

Depending on where your data resides, the corresponding articles below will help you identify and prepare the necessary details.

At the core of LiveRamp Clean Room's application layer are data connections, which are the datasets that power business queries and insights. LiveRamp Clean Room is cloud agnostic, meaning we support data stored in any cloud, including the major clouds - Snowflake, Databricks, Amazon AWS, Google Cloud Storage, and Microsoft Azure.

In this step, you will set up your credentials and data connections so LiveRamp knows what data you are making available for a clean room collaboration.

Depending on where you store your data, the data connection configuration steps will differ. Each cloud configuration has its own set of prerequisites. It is important to review and complete any prerequisites in order to successfully set up your credentials and data connections. Select which source you are using for more information:

Once you've created a clean room (or accepted an invitation to a partner clean room), any datasets from the data connections that you've configured at the organization level can be provisioned to the clean room.

During provisioning, you can configure the dataset so that only certain fields or field values are queryable. You can also create new fields by applying a transformation to an existing field or fields.

Once you've provisioned a dataset to the clean room, you can then apply the dataset to any clean room questions. This ensures security and privacy are respected within each step of the collaboration.

The dataset appears with a green checkmark once successfully configured.

Repeat this process for each dataset you want to provision to the clean room.

After you've provisioned all the necessary datasets to the clean room, you can assign datasets to questions.

To set analysis rules for a dataset, see the instructions in "Set Dataset Analysis Rules".

If you want to allow partners in this clean room to assign any datasets on your behalf, slide the "Partners Can Assign" toggle to the right for those datasets.

If the clean room owner has provided you with Question Builder access, you can author new queries for use in the clean room. For information, see "Question Builder".

Once the clean room datasets and questions are fully configured for all parties, depending on your permissions, the clean room owner may trigger question runs to generate outputs, or you may have access to do so by selecting Reports → New Report next to a question. Depending on your permissions, you may also view the status and outputs for existing runs by selecting Reports → View Reports.

You may also consult with the clean room owner on insights and actionable takeaways.

For information on navigating clean rooms, triggering question runs, and viewing outputs, see the Clean Room and Question Navigation Guide.