advertisement
4.6 Apply security in IBM Cognos Framework Manager
This section discusses security at a high level. We do not implement security in our model directly but discuss generic steps about how to apply security.
In IBM Cognos Framework Manager, security is a way of restricting access to metadata and data. There are three different types of security in IBM Cognos
Framework Manager:
Object level
security allows you to secure an object directly by allowing or denying users access to the object, or keeping it hidden from all users.
Row level
security allows you to create a security filter and apply it to a specific query subject. This level of security controls the data that is shown to the users when they build and run their reports.
Package level security allows you to apply security to a package and identify who has access to that package.
Each type of security relies on users, groups, and roles to define access. Before you add security in IBM Cognos Framework Manager, ensure that security was set up correctly in IBM Cognos BI.
4.6.1 Object level security
You can apply metadata security directly to objects in a model. When you add object-based security, you apply a specific user, group, or role directly to the object. In doing so, you choose to make the object visible to the select users or groups.
If you do not set object-based security, all objects in the model are visible to everyone who has access to the package. The object inherits the security that was defined for its parent object. When you explicitly allow or deny access to an object, you override the inherited setting. When you apply security to a parent object, all of the child objects inherit the security settings. After you set security for one object, you must set it for all objects. You can set security for all objects by setting security on the root namespace.
You might want an object to be visible only to one selected group or role. For example, in your project you might have a Salary query subject. You might want this query subject visible to a Manager role but not visible to an Employee role.
If a user is a member of multiple groups or roles and if one group is allowed access to an object and another is denied access, the user will not have access to the secured object. In cases of conflicting access, the denied access group or role membership will have priority.
124
IBM Cognos Business Intelligence V10.1 Handbook
There are two basic approaches to implementing object level security in your model:
Allow access to all objects and then restrict access to certain objects as required
Restrict access to all objects and then grant access as required
To add object level security:
1. Click the object that you want to secure, and from the Actions menu, click
Specify Object Security.
2. Select the users, groups, or roles that you want to change. You can also click
Add to add new users, groups, or roles.
3. Specify security rights for each user, group, or role by completing one of the following steps:
– To deny access to a user, group, select Deny next to the name of the user, group or role. Remember that Deny takes priority over Allow.
– To grant access to a user, group or role, select Allow.
4. Click OK.
To remove object level security from the model:
1. In the middle pane, click Explorer.
2. In the Project Viewer, double-click the Packages folder to give it focus in the
Explorer. A list of all packages and any security objects that are applied in the model display.
3. Select any of the security objects that you want to remove from the model, and click Delete.
4.6.2 Row level security
You can restrict the data that is returned by query subjects in a project by using security filters. A security filter controls the data that is shown to users when they author their reports.
For example, sales managers at the Great Outdoors company want to ensure that Camping Equipment sales representatives see only orders that relate to the
Camping Equipment product line. To accomplish this, create and add members to a Sales Managers and Camping Equipment Reps groups. Then apply a security filter to the Products query subject to restrict their access to camping equipment data.
Chapter 4. Create reporting packages with IBM Cognos Framework Manager
125
Multiple groups or roles: If a user belongs to multiple groups or roles, the
security filter that is associated with these roles are joined together with ORs.
If a group or role is based on another group or role, the security filters are joined together with ANDs.
To specify row level security:
1. Click the query subject with which you want to work, and from the Action menu click Specify Data Security.
2. To add new users: a. Click Add Groups.
b. In the Select Users and Groups window, add users, groups, or roles.
c. In the Select Users and Groups window, click OK.
3. If you want to base the group on an existing group, click the Based On column.
4. If you want to add a filter to a group, in the Filter column, click either
Create/Edit Embedded filter or Insert from Model. These options allow you
to either select an existing filter from your model to use or define the expression for a new filter.
4.6.3 Package level security
Package access refers to the ability to use the package in one of the IBM Cognos
BI studios or to run a report that uses the package from IBM Cognos Connection.
Users without these permissions are denied access, although they can still view saved report outputs if they have access to the reports. You can also grant administrative access to packages for those users who might be required to republish a package.
You define package level security during the publish process the first time the package is published.
To modify access to your package after it has been published:
1. Click the package that you want to edit, and from the Actions menu click
Package
Edit Package Settings to invoke IBM Cognos Connection in a
new window.
2. In IBM Cognos Connection, click the Permissions tab.
3. Create, add or remove groups or roles as required.
4. After you modify the package access permissions, click OK to return to IBM
Cognos Framework Manager.
126
IBM Cognos Business Intelligence V10.1 Handbook
advertisement
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
advertisement
Table of contents
- 1 Front cover
- 5 Contents
- 11 Notices
- 12 Trademarks
- 13 Preface
- 13 The team who wrote this book
- 17 Now you can become a published author, too!
- 17 Comments welcome
- 17 Stay connected to IBM Redbooks
- 19 Part 1 IBM Business Analytics
- 21 Chapter 1. Introduction to IBM Cognos Business Intelligence
- 22 1.1 IBM Business Analytics
- 22 1.2 Introduction to IBM Cognos BI
- 23 1.2.1 Easily view, assemble, and personalize information
- 23 1.2.2 Explore all types of information
- 23 1.2.3 Analyze facts and anticipate tactical and strategic implications
- 24 1.2.4 IBM Cognos BI user interfaces
- 27 Chapter 2. Overview of the IBM Cognos Business Intelligence architecture
- 28 2.1 Enterprise class SOA platform architecture
- 29 2.1.1 IBM Cognos Platform server roles
- 34 2.1.2 IBM Cognos BI services
- 37 2.2 Open access to all data sources
- 38 2.3 Business intelligence for all
- 38 2.4 Common integrated security model
- 39 Chapter 3. Business scenario and personas used in this book
- 40 3.1 Business scenario overview
- 41 3.1.1 Business questions to address
- 41 3.1.2 Information stored in the data warehouse of this company
- 42 3.2 Personas used in the scenarios in this book
- 42 3.2.1 Advanced Business User
- 44 3.2.2 Professional Report Author
- 44 3.2.3 Modeler
- 46 3.2.4 Administrator
- 46 3.2.5 Analyst
- 48 3.2.6 Business User
- 49 Part 2 IBM Cognos metadata modelling
- 51 Chapter 4. Create reporting packages with IBM Cognos Framework Manager
- 52 4.1 IBM Cognos Framework Manager overview
- 52 4.1.1 Reporting requirements and data access strategies
- 53 4.1.2 Metadata model
- 55 4.1.3 The IBM Cognos Framework Manager UI
- 57 4.1.4 Reporting objects
- 62 4.2 Build a model with IBM Cognos Framework Manager
- 63 4.2.1 Import metadata using Model Design Accelerator
- 74 4.2.2 Model organization
- 77 4.2.3 Verify query item properties and relationships
- 86 4.2.4 Import additional metadata
- 96 4.2.5 Verify the model
- 99 4.2.6 Verify the data
- 102 4.2.7 Specify determinants
- 107 4.3 Add business logic to the model
- 108 4.3.1 Add filters to the model
- 112 4.3.2 Add calculations to the model
- 115 4.3.3 Make the model dynamic using macros
- 118 4.4 Create dimensional objects for OLAP-style reporting
- 119 4.4.1 Create Regular Dimensions
- 128 4.4.2 Create Measure Dimensions
- 130 4.4.3 Define scope for measures
- 135 4.5 Create and configure a package
- 140 4.5.1 Analyze publish impact
- 142 4.6 Apply security in IBM Cognos Framework Manager
- 142 4.6.1 Object level security
- 143 4.6.2 Row level security
- 144 4.6.3 Package level security
- 145 4.7 Model troubleshooting tips
- 145 4.7.1 Examine the SQL
- 147 4.7.2 Object dependencies
- 148 4.7.3 Search the model
- 151 Part 3 Business intelligence simplified
- 153 Chapter 5. Business intelligence simplified: An overview
- 154 5.1 Information delivery leading practices
- 156 5.1.1 List reports
- 156 5.1.2 Crosstabs
- 157 5.1.3 Charts
- 176 5.2 Enabling access for more people
- 176 5.3 Business use case
- 179 Chapter 6. Individual and collaborative user experience
- 180 6.1 Dashboard overview
- 181 6.2 Introduction to IBM Cognos Business Insight
- 183 6.2.1 The Getting Started page
- 183 6.2.2 Application bar
- 184 6.2.3 Dashboard layout area
- 184 6.2.4 Content pane
- 185 6.2.5 Widgets
- 194 6.3 Interaction with the dashboard components
- 194 6.3.1 Personalize content
- 201 6.3.2 Add new content to broaden the scope
- 207 6.3.3 Sort and filter data and perform calculations
- 215 6.3.4 Use advanced filtering
- 223 6.3.5 Add non-BI content to a dashboard
- 225 6.3.6 Work with report versions and watch rules
- 229 6.4 Collaborative business intelligence
- 230 6.4.1 Create annotations
- 232 6.4.2 IBM Lotus Connections activities
- 235 Chapter 7. Self service interface for business users
- 236 7.1 Explore the IBM Cognos Business Insight Advanced interface
- 237 7.1.1 Page layers
- 239 7.1.2 Context filters
- 240 7.1.3 Insertable Objects pane
- 244 7.1.4 Page navigation
- 245 7.1.5 Work area
- 245 7.1.6 Properties pane
- 248 7.2 Choose a reporting style
- 248 7.3 Change existing reports
- 250 7.3.1 Sort data
- 255 7.3.2 Filter data
- 258 7.3.3 Perform calculations
- 268 7.3.4 Set the right level of detail for the analysis
- 271 7.4 Create content
- 272 7.4.1 Create a crosstab
- 280 7.4.2 Create a chart
- 288 7.4.3 Set conditional formatting
- 301 7.4.4 Analyze the execution query path
- 304 7.4.5 Render output in various formats and print content
- 308 7.5 Search for meaningful information
- 311 7.6 Summarize data and create calculations
- 311 7.6.1 Summarization
- 313 7.6.2 Calculation
- 318 7.7 Add filters to refine data
- 318 7.7.1 Filter reports for relational data sources
- 320 7.7.2 Filter reports for dimensional data sources
- 327 7.7.3 Suppress data
- 329 7.7.4 Example
- 332 7.8 Add external data
- 333 7.8.1 External Data feature example
- 347 7.9 Create a package with the Self Service Package wizard
- 348 7.9.1 Create a package for Cognos PowerCubes
- 350 7.9.2 Create a package for SAP BW
- 350 7.10 Create statistical calculations
- 351 7.10.1 IBM Cognos Statistics overview
- 373 7.10.2 IBM Cognos Statistics use case: Create an IBM Cognos Statistics report
- 379 Chapter 8. Actionable analytics everywhere
- 380 8.1 Accessibility and internationalization
- 380 8.1.1 Enabling access for more people
- 382 8.1.2 Providing internationalization
- 383 8.2 Disconnected report interaction
- 383 8.2.1 IBM Cognos Active Report overview
- 383 8.2.2 IBM Cognos Active Report features
- 386 8.2.3 IBM Cognos Active Report use case
- 391 8.3 Interact with IBM Business Analytics using mobile devices
- 392 8.3.1 Extended device support
- 392 8.3.2 Simplified experience across all devices
- 394 8.3.3 IBM Cognos Mobile use case
- 398 8.4 IBM Cognos Analysis for Microsoft Excel
- 399 8.4.1 Features of IBM Cognos Analysis for Microsoft Excel
- 400 8.4.2 IBM Cognos Analysis for Microsoft Excel use case
- 405 8.5 Business driven workflow
- 405 8.5.1 Enhanced event management
- 407 8.5.2 Human task service use case
- 419 Part 4 Enterprise ready platform
- 421 Chapter 9. Enterprise ready performance and scalability
- 422 9.1 Overview of Dynamic Query Mode
- 422 9.1.1 What is Dynamic Query Mode
- 424 9.1.2 Why use Dynamic Query Mode
- 424 9.1.3 Technical overview
- 426 9.2 Configuring Dynamic Query Mode
- 426 9.2.1 Creating a connection in IBM Cognos Administration
- 427 9.2.2 Creating a package in IBM Cognos Framework Manager
- 431 9.2.3 Transitioning to Dynamic Query Mode using IBM Cognos Lifecycle Manager
- 433 9.3 Query Service Administration
- 434 9.3.1 Query Service metrics
- 435 9.3.2 Manage the cache in IBM Cognos Administration
- 439 9.3.3 Query Service settings
- 441 9.3.4 Disabling the Query Service
- 442 9.4 Analyzing queries
- 442 9.4.1 What is Dynamic Query Analyzer
- 443 9.4.2 Working with Dynamic Query Analyzer
- 449 Chapter 10. IBM Cognos system administration
- 450 10.1 IBM Cognos Administration overview
- 450 10.1.1 IBM Cognos Administration capabilities
- 455 10.1.2 The IBM Cognos Administration user interface
- 467 10.2 Moving to IBM Cognos BI version 10.1 from a previous release
- 467 10.2.1 Using IBM Cognos Lifecycle Manager to test the IBM Cognos environment
- 473 10.2.2 Validating the target environment
- 476 10.2.3 Executing target and source content
- 477 10.2.4 Compare the output to ensure consistency
- 478 10.2.5 Analyzing the project status
- 482 10.2.6 One-click comparison
- 482 10.3 Using the administrative features
- 482 10.3.1 Enhanced search
- 493 10.3.2 Restricting the scheduling options
- 499 10.3.3 Intra-day scheduling window
- 499 10.3.4 Allowing users to persist personal database signons
- 503 10.4 Managing the environment
- 508 10.4.1 Metric tolerance thresholds
- 513 10.4.2 Reacting to bottlenecks due to unexpected events
- 515 10.4.3 System trending
- 516 10.4.4 Consuming system metrics from external tools
- 521 10.5 Auditing
- 521 10.5.1 Configure the audit database
- 523 10.5.2 Audit table definitions
- 524 10.5.3 Audit levels
- 525 10.5.4 Audit and logging for IBM Cognos BI services
- 525 10.5.5 Setting audit levels
- 527 10.5.6 Maintaining audit detail while troubleshooting
- 529 10.5.7 Audit scenarios
- 539 10.5.8 Sample audit package
- 540 10.5.9 Audit content package
- 543 10.5.10 Audit extension
- 545 Part 5 Complete IBM Business Analytics solution
- 547 Chapter 11. Integrating IBM Cognos BI with IBM Cognos Business Analytics solutions
- 548 11.1 Overview of IBM Cognos Business Analytics solutions
- 548 11.1.1 IBM Cognos TM1
- 548 11.1.2 IBM Cognos Planning
- 550 11.1.3 IBM Cognos Controller
- 551 11.2 Business scenarios and roles to take advantage of IBM Business Analytics
- 552 11.3 Integrating IBM Cognos TM1 with IBM Cognos BI
- 553 11.3.1 Creating a data source and package
- 554 11.3.2 Objects used in the dashboard
- 555 11.3.3 Configuration steps
- 556 11.3.4 Business case
- 559 11.4 Integrating IBM Cognos Planning Contributor with IBM Cognos BI
- 560 11.5 Integrating IBM Cognos Controller with IBM Cognos BI
- 563 Part 6 Appendixes
- 565 Appendix A. Additional material
- 565 Locating the web material
- 565 How to use the web material
- 567 Abbreviations and acronyms
- 572 Back cover