Cognos Planning 10 -- Setting up user security - cognos

I am editing user security and am trying to give a user access to an e.List item. I select the user using the [...] button and successfully find that user by searching in our AD domain.
After I select the user and press OK, that user does not come into the CAC, just this error The filter will only accept groups and roles. Users will not be added to the filter. I don't see any filters here at all.
Have you seen this before and is it possible to set up security by users?
Thank you,
WE

Answer from ericlfg on http://www.cognoise.com/community/index.php/board,15.0.html:
Hi William,
The message you are receiving is by design. In order to add a specific user, rather than a group or role, that use needs to be a member of some kind of hierarchy in your security provider.
Ex: If you're using cognos groups and roles with a Role called "Test". You would populate this test role with members from your namespace. In the CAC, you would then select the Test group when you click on the elipsis and then that will allow you to select your individual user (or alternatively the Test role).
The same would be true if you're trying to add members directly from your 3rd party authentication provider. The individual users need to be part of a roll-up role or group in order to add that roll-up role or group to the filter. Once added to the filter you can select the individual users.
Hope this helps.

Related

Can you add a user to multiple groups in one login?

Can you add a user to multiple groups in one login?
No. A user can only belong to one group max. In the UI you can only select one and via API you can only specify one group_id.
Yes. You can add a user to multiple groups at a time provided your application separates your Authorization logic.
For eg, If you have 3 groups i.e., Customer, Manager and Administrator then the customer must have a different login interface where only customers can login, the manager must have a different login interface where only managers can login and so on. This can be achieved but it consists of lot of code related tweaks to be done.
But the recommended approach is that to assign a user to one specific group and manage the permissions at group level.

How to implement Dynamic Security in PowerView

I have created a PowerView using a BISM connection in Enterprise Portal of AX. That PowerView report will be used by 100+ users. I want every user to his/her data in the PowerView instead of viewing the complete data. One option is to create 100+ security roles in SSAS (multidimentional) which is not a viable option. Please guide me how can i achieve dynamic security in PowerView so that every user sees its own view. Thanks.
Power View doesn't not offer any kind of security. You will need to do this in SSAS, but you don't need 100+ security roles. You will want to look into dynamic security. To create dynamic security, you will need some way to relate a user to the information they should see. This usually means adding a field to an existing table or creating new tables.
If all users are secured by the same attributes, they can be contained in a single role. If some users are secured based on one attribute and others based upon another attribute, then you may need multiple roles.
Here's how this might work.
Create a table that contains all users that will need access to your cube.
Create a bridge table that ties the users to the attribute on which you are securing their access. For instance, maybe users can only see certain products so you have a table of User IDs and Product IDs.
Add these tables to your DSV.
Create a user dimension.
Create a measure group based upon your security bridge table
Create a role for this user type and add an MDX statement to the Allowed Member Set. Also, set the Enable visual totals checkbox.
Populate the members for the role, preferably through an AD group rather than individually if you have 100+ users.
Your allowed member set will look something like
Exists(
{[Product].[Product ID].members},
STRTOSET("[Users].[UserName].[UserName].&[" + Username() + "]"),
"Bridge User Product"
)
You can find a good blog post here and a good video about SSAS security here (dynamic security starts around the 35 minute mark).

Sitecore security - combining roles

Is there a way to combine access rights for a Sitecore item?
For example, I have a page that I would like to lock down to users who are a member of two different roles rather than just just one, and a user who has just one of the roles should be denied access.
I know you can have roles within roles but wondering if there was a simpler way to achieve this?
I'm using Sitecore 7.2.
If you are trying to check this in code, you can easily do so using
var user = AuthenticationManager.GetActiveUser();
return user.IsInRole("Role1") && user.IsInRole("Role2") ? "Granted":"Denied";
But if you are trying to achieve this in Sitecore Security on an item, then an AND of those 2 roles will be assigned. Ex: If I allow access to an item in Role1 but deny in Role2, the user with Roles 1 and 2 will have his/her access denied.
The simplest way to approach this is to define a new role with appropriate access rights and assign the relevant users to it, either manually or by script. That keeps your access rights transparent. You could code your way around the issue, but you could end up creating an admin nightmare, where it's near to impossible to see which roles and users have access to which items. E.g. what would you expect to see in the Access Viewer when looking at one of the roles, or at a user with one or both of the roles? There's a big difference between assigning access rights programmatically and evaluating them programmatically.
One way that you could achieve it via the Security Editor is by utilising Sitecore's Roles in Roles functionality.
Essentially you will want to create a New Role in the Role Manager that will contain the two roles, Role A and Role B. Select your New Role in the Role Manager and click Member Of button. In the modal click Add and select the two roles this New Role needs to contain.
In the Security Editor select the New Role and assign the read, write, create etc permissions to the required Items.
Now when users access those Items they must have Role A and Role B before given access - they will not need the New Role assigned to their account.
If you have a large number of roles to manage and combinations of those it will be very time consuming to manually create those combinations.

Where security role is used

I have created a form for a specific group of users in my CRM 2011 system. I want only them to be able to see this form. I can copy their a security role and set the form for this security role only, but I will have a a problem:
they are currently in a security role with another group of users. If I copy the security role, the will not longer see the specific customization's all over across the system.
I only want one form to be different from the others. Is there any way I can find all the forms that are enabled for the specific security role (in order to give the new role this rights too)?
Assumptions based on your question: You already have default form for the entity that is used by all users (All Users). You want to add an additional form to that entity that is only available to some of the users (Select Users). All Users are currently assigned a security role that gives them the necessary access to the system.
Create a new security role (Form Specific Role). You don't have to give this role any privileges just a name.
Assign the Select Users the Form Specific Role. Do NOT remove their other security role(s).
Add the new form the entity, Restricted Form.
Highlight the new form and click Enable Security Roles. Select the option Display only to these selected security roles and select the Form Specific Role you created in step # 1. Make sure Enabled for fallback is unchecked. Click Ok.
From the forms list Form Order and select Main Form Set (or the appropriate form type if you are working on a Mobile or Quick Create Form.
Use the Up/Down arrows to make the new, Restricted Form, the top choice.
Save and Publish all changes.
Now whenever a user that has been assigned the security role accesses this entity their default form choice will be the Restricted Form. There will be NO impact to any other forms they are accessing or any of their privileges in the rest of the system, as required by your problem statement.

How to implement Field Level Security in Microsoft Dynamics CRM 2011

I am getting a problem in implementing Field Level Security in CRM 2011. I am very new to this technology hence not able to resolve this problem.
This is the steps i have done -
1.Created an Entity names Inquiry.
2.On Form Under Entity created a field named 'Password' with EnableSecurity set to 'true'.
3.Then Moved to Administration -> Field Security Profiles -> Created a Profile named 'Inquiry'. Under Users Tab selected a User(Mike) and kept the Field Permissions as it is i.e 'No'.
4.Now on Login for User(Mike) the 'Password' should be seen encrypted. but it does not display as encrypted.
Steps used to Create User -
1.Under Users & groups created new user and assigned 'Service administrator'.
Please tell me if i missed out sum step or if i have done something wrong.
I think user Mike has System Administrator security role.
This security gives always full access to all secured fields, you can find more information here:
How Field Security Can Be Used to Control Access to Field Values in Microsoft Dynamics CRM
section Which Security Roles Allow You to See Secured Fields?
Hey i got the solution to my question.Posting it so that it may help the beginners like me.
All i did was -
Steps used to Create User -
1.Under Users & groups created new user and did not give the user administrator permissions.
2.Then Under Settings->Administration-> Users -> Selected the user and opened the Form.
3.Then choose Manage Roles from Ribbon menus and selected 'System Customizer' as the Security Role.
Rest process same for applying field security.
5.In the end logged in as a System Customizer and was able to see the changes.
Thank you #Guido Preito for the help.

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