Controlling Access

Overview of Security

The following table summarizes how elements in Business Intelligence are secured:

For details, see Security Requirements for Common Business Intelligence Tasks, later in this page.

Basic Requirements

For a user to use Business Intelligence, the following must be true, in addition to the other requirements listed in the rest of this page:

• The user must have access to the database or databases in which Business Intelligence is used.

  By default, when you create a database, InterSystems IRIS does the following:

  • Creates a resource with a name based on the database name (%DB_database_name).

  • Establishes that this resource controls access to the new database.

  • Creates a role with the same name as the resource. This role has read and write privileges on the resource.

    You can specify whether the read and write privileges are public. These privileges are not public by default.

  For example, suppose that you create a database called MyApp for use with Business Intelligence, and you let InterSystems IRIS create the resource and role as described here, and suppose that the read and write privileges are not public. In this case, a Business Intelligence user must belong to the %DB_MyApp role, which has read and write privileges on the %DB_MyApp resource.

• If the ^DeepSee globals are mapped from another database, the user must also have access to the database that contains these globals.

Security Requirements for Common Business Intelligence Tasks

The following table lists the security requirements for common tasks, in addition to the items in the previous section.

*Also see the previous section. Note that in your resource definitions, some of the permissions might be public. For example, in a minimal security installation, by default, the USE permission is public for all the Business Intelligence resources.

**If a cube contains relationships to other cubes, those cubes are secured separately. A user must have USE permission for all of them in order to use the relationships. Similarly, a compound cube consists of multiple cubes, which are secured separately.

Adding Security for Model Elements

To add security for a cube, subject area, KPI, pivot table, dashboard, listing, or listing field:

1. Create a resource in the Management Portal. Use the Resources page (select System Administration > Security > Resources).

2. Create a role in the Management Portal. Use the Roles page (select System Administration > Security > Roles). This role should have USE and WRITE permissions on the resource you just created.

   Or you could create one role with USE and WRITE permissions and another role with only USE permission.

3. Associate the resource with the Business Intelligence item as follows:

   • For a dashboard or pivot table, when you save the item, type the name of the applicable resource into the Access Resource field.

     See also Specifying the Resource for a Dashboard or Pivot Table.

     To save a dashboard or pivot table, you must also have the USE and WRITE privileges for the appropriate Business Intelligence user interface component, as described in the previous heading.

   • For a cube, subject area, or listing field, use the Architect to specify the resource that secures that item.

   • For a listing defined in a cube definition, use the Architect to specify the resource that secures that item.

   • For a listing group or for a listing defined in a listing group, use the Listing Group Manager to specify the resource that secures that item.

   • For a KPI, edit the class definition in your IDE. Use the name of the applicable resource as the value of the RESOURCE class parameter.

4. Assign users to roles as needed.

Specifying the Resource for a Dashboard or Pivot Table

To specify the resource for a dashboard or pivot table, specify the Access Resource field when you save the item. You can do this in any of the following cases:

• The item has no owner (specified as the Owner field).

• You are the owner of the item.

• You have USE permission on the %DeepSee_Admin resource.

Specifying the Resource for a Folder

To specify the resource for a folder:

1. Click the InterSystems Launcher and then click Management Portal.

   Depending on your security, you may be prompted to log in with an InterSystems IRIS username and password.

2. Switch to the appropriate namespace as follows:

   1. Click the name of the current namespace to open the list of available namespaces.

   2. From the list, click the appropriate namespace.

3. Click Analytics > Admin > Folder Manager.

4. Click the check box next to a folder.

5. In the left area, click the Details tab.

   

6. Type the name of the resource.

7. Click Save Folder.

See Also

• Setting Up the Web Applications

• Authorization Guide