Getting Started with LiveRamp Clean Room for Publishers

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.

Getting started with LiveRamp Clean Room for publishers typically involves the following overall steps:

For more information on performing these overall steps, see the sections below.

When adopting LiveRamp Clean Room, LiveRamp requires their Clean Room publishers to agree and sign the following contracting documents between the publisher and LiveRamp:

For advanced data collaboration use cases and features, publishers often require their own terms and conditions to be agreed upon with the brands. Those agreements need to be agreed between the parties before the collaboration.

After you've signed the required agreements, your LiveRamp representative will work with you on the implementation decisions listed below, based on your situation and business needs.

Once you've made the necessary implementation decisions and your LiveRamp Clean Room organization has been created, a user with the Account Admin role can start setting up your account. This involves setting up permission sets via Roles and adding Users. Roles are the different combinations of clean room 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 into LiveRamp Clean Room. Their access level will mirror the role you have assigned them.

Set Up SSO

To enable SAML-based SSO for LiveRamp Clean Room console access to your account, follow the instructions in "How to Setup SSO for LiveRamp Clean Room".

Manage User Roles

As part of LiveRamp Clean Room organization configuration, account and organization administrators can manage and add new user roles. Roles are combinations of Clean Room permission sets that can be assigned to individual users within an organization.

Clean Room provides a set of optional default roles that can be used as a starting point when setting up your permission structure. To access default roles, from the navigation pane select Admin → Roles. Default roles can be edited or deleted.

For more information, see “Managing User Roles”.

Add Users

Once your account administrator has access to the LiveRamp Clean Room UI, they can create additional users. There is a separate flow for adding users to the UI versus adding users to a clean room.

For more information, see "Managing Users".

To help users get real hands on keyboard skills within the Clean Room UI, LiveRamp will provide a sandbox environment to serve as a mock environment for experimentation. This clean room will consist of sample data and sample queries to help guide your team to learn the platform.

Your LiveRamp Client Success Manager will work with you on the testing process.

LiveRamp offers a recommended data schema for clean room collaboration. The fields listed in the schemas below can be used to produce measurement results for the following clean room use cases (these will have pre-written queries for your use):

See the sections below for information on formatting your data, including the recommended schema and format for each dataset type you might need to connect to LiveRamp Clean Room. 

While not all fields might be required for your current workflows and collaborations, we recommend you include as many of these additional fields now to make it easier for you to expand your collaborations in the future without you (or your IT team) having to perform additional work on your datasets.

The recommended field names shown aren’t mandatory, but using the recommended names can reduce the number of transformations you and your collaborators might need to do during dataset provisioning or query writing.

All data files or tables in a data connection job must have the same schema in order to successfully process. If you have multiple types of schemas, create a new data connection for each one. The order of the columns should match the schema.

Once you've confirmed that you have the required datasets ready for use, you're ready to connect your data. If you’re going to be hosting your data at its source in a cloud warehouse, you’ll need to connect that data to your Clean Room account.

Connecting your data involves creating a data connection by performing the overall steps listed below. The type of connection to create will depend on your situation and business needs. Your LiveRamp representative will work with you to determine the type(s) of connections to create.

For more information on the steps to perform for your cloud provider and clean room type, see the articles in “Cloud-Based Data Connections”. Specific instructions for each step will be listed in the appropriate help article for your data connection type.

A data connection needs to be created for each dataset you want to utilize in a clean room.

After you create data connections, these connections appear on the Data Connections page, and you can create and configure clean rooms.

Perform Actions in the Cloud Provider UI

For certain data connections, you’ll have to perform tasks in the cloud provider’s UI. This often involves things like downloading credentials, creating service keys, granting permissions, generating a token, or other similar actions.

Add Credentials

For LiveRamp to be able to access your data at your cloud provider, you’ll need to create a credential within LiveRamp Clean Room for that cloud account. This often involves entering a credential or token you generate from your cloud provider.

Create a Data Connection

Once you've created the appropriate credentials, you can create the data connection itself. During this process, you’ll also specify things like the file path LiveRamp should use to access your data, the file format, the field delimiter, and the data location.

Map the Fields

Once you’ve created the appropriate data connection and LiveRamp has successfully connected to your data, you then map and configure the fields. This includes specifying which fields you want to be queryable, any updates to column labels, which fields contain PII, and which fields should be used as identifiers.

After you've connected your data, you're ready to create and configure clean rooms by performing some or all of the overall steps listed below (depending on your situation).

For instructions on performing these steps, see the links above and the following articles:

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

For instructions, see “Clean Room Partner Invitation Guide”.

Once you and your partners are up and running in the clean room, you're ready to collaborate. See the information in the "Collaboration Guides" section of our documentation site for articles to help you with collaboration activities.