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Security in Dashboards

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BillW

Basic Member

Posts: 13

7/31/2008 2:44 PM

I have an issue that I hope someone can shed some light on...

We have a handful of dashboards active now, mostly for upper management. The next step is to create something for the Sales reps. Ideally, I would like to create a single 'Sales Rep' dashboard that all Sales reps could access. The dilemma is securing that dashboard so they only see their information. I know that I could use DME for Lawson data, but much of the data I need to display is from an ETL process that gets data from our manufacturing package.

I have created some MS Reporting Services reports that key off of the User!UserID global. Is there something similar in LBI? This approach works fine while logged into the domain. Not so well for VPN users...That's another issue...

Any help is appreciated.

Thanks.

Bill

Matthew Nye

Veteran Member

Posts: 514

7/31/2008 2:56 PM

Bill,

Im assuming, since you posted in the SN area that you are using SmartNotifications in your dashboards? If so then you can create a Personal Data Value, link it to a category and add that category to a field in your infoset that contains the userid. When the user views the notification, it will filter the data so they only see transaction associated with thier userid.

If this accomplishes what you are looking for let me know and I can expound on it.

hth

Matt

BillW

Basic Member

Posts: 13

7/31/2008 2:59 PM

Thanks Matt....Yes. Smart Notes were the first thought.

Some kind of reporting after that. Can I somehow find the Personal Data Value programmatically?

Matthew Nye

Veteran Member

Posts: 514

7/31/2008 3:13 PM

what kind of programming are you referring to, javascript, xml, OOP? PDV is just a tool with in SN so it doesnt exist until you create it. When you create one that associated the login ID, SN extracts that from Framework Services. You could programatically extract it from FS by parsing the referring URL, i believe the query string value is FSuserId or something of that nature.

BillW

Basic Member

Posts: 13

7/31/2008 3:20 PM

Not so much programming. Just hoping to pass a parameter to RS 2005.

Matthew Nye

Veteran Member

Posts: 514

8/5/2008 1:32 PM

Try catching the referring URL or the remurl query string from the current URL when passing to RS2005. There should be some sort of login token there.