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Provide Row-Level Security in BI Tools

Provide Row-Level Security in BI Tools provides the ability to restrict Noetix query user's access to data in global Noetix views. For the Noetix query users of the Oracle E-Business Suite Authenticated User (Type A) type, row-level security is automatically configured based on their data access privileges in Oracle E-Business Suite. For Noetix query users of the Database User (Type U) type, row-level security is configured manually by the Noetix System Administration User in NoetixViews Administrator. After you define the row-level security for Noetix query users in NoetixViews Administrator, you can generate the Noetix query users and their row-level security settings into the meta-layers of Oracle Discoverer and NWQ by using the Angles for Oracle Generator application for the respective business intelligence (BI) tools. When Noetix query users generated in these BI tools log on to these BI tools and query data from global views, global views validate the user information and data access privileges of the user to enforce row-level security.

However, BI tools, such as Oracle Business Intelligence (Oracle BI), SAP BusinessObjects, and IBM Cognos Business Intelligence (Cognos BI), do not support row-level security settings defined for Noetix query users because you cannot generate the Noetix query users and their row-level security settings into the meta-layers of these BI tools. To support row-level security in these BI tools, To support row-level security in these BI tools, you must create a user of the Noetix External Mapping User (Type M) type.

Creating a Type M user is a two step process. First, you have to create a BI tool for Oracle BI, BusinessObjects, or Cognos BI. After creating a BI tool, you must select a BI tool user available in the BI tool that you created and link that user to the Type A user. For this Type A user, you must also select an appropriate responsibility.

The BI Tool User Registration tab of the Security Manager dialog box in NoetixViews Administrator allows you to create a BI tool and link a Type A user to a BI tool user used in Oracle BI, BusinessObjects, or Cognos BI.

Manage BI Tools

Before you register a BI tool user, you need to add BI tools using the Manage BI Tools dialog box. You can also use this dialog box to modify the settings of BI tools or to remove BI tools.

To add BI tools

  1. On the Tools menu, click Security Manager. Alternatively, click on the toolbar. The Security Manager dialog box appears.

  2. Click the BI Tool User Registration tab.

  3. Click Manage BI Tools. The Manage BI Tools dialog box appears.

  4. The BI Tools list in the Manage BI Tools dialog box displays the list of available BI tools. The following columns are available in this list:

    • Friendly Name: Indicates the name specified for the BI tool.

    • Type: Indicates the BI tool type.

    • BI Tool URL: Indicates the URL of the server where the BI tool services are running.

    • LDAP Directory: Indicates the Lightweight Directory Access Protocol (LDAP) directory name or IP address.

    Note: You need to scroll to the right to see all the information in a row. The width of columns in the list can be adjusted to see more if required. Select the line between columns in the header, and drag it to the required position. Also, you can click a column title to sort the BI tools by the entity represented by the column.

  5. In the Manage BI Tools dialog box, click Add. The Add BI Tool dialog box appears.

    Do the following:

    1. In the Friendly Name box, enter a name for the BI tool. This name is used during the BI tool user registration process.

    2. In the Product Name list, click the BI tool. The values are BusinessObjects, Cognos, and Oracle Business Intelligence.

    3. In the BI Tool URL box, enter the URL of the server where the BI tool services are running. The label of this box changes to Server Name when the selected BI tool in the Product Name list is BusinessObjects. For BusinessObjects, you can enter a port number in this box.

  6. Additionally, you may select the Validate LDAP directory users check box if the BI tool uses LDAP directory for user authentication. After you select this check box, do the following:

    To validate user or browse the LDAP directory, the Noetix System Administration User must be a member of the LDAP directory and should have logged on to Windows using domain credentials. If validation process for the LDAP directory name or IP address specified is not successful, the Noetix System Administration User can override the validation process when registering a BI tool user used in the BI tool for which the LDAP directory validation is performed. LDAP directory validation may fail even after providing the correct value in the event of a temporary network connectivity issue. In this event, the Noetix System Administration User should verify with the network administrator that the value specified for LDAP directory is correct.

    1. In the LDAP directory box, enter the name or IP address of the LDAP directory where the users are located. BI tool user names entered in the BI Tool User Registration tab will be validated against directory entered here.

    2. You may have to include the port number also if you are not using the default port number for the LDAP directory.

    3. In the Search Container box, enter the name of the container within the LDAP directory, or click Browse to select a container.

    4. If you do not specify a container and the LDAP directory specified has many users, the validation process may take a long time.

    5. Click OK. You will return to the Manage BI Tools dialog box after the changes are saved. The newly added BI tool is listed in the BI Tools list.

  7. Click OK. You will return to the BI Tool User Registration tab.

  8. Click OK on the Security Manager dialog box to save the changes to the database.

To modify the settings of BI tools

  1. On the Tools menu, click Security Manager. Alternatively, click on the toolbar. The Security Manager dialog box appears.

  2. Click the BI Tool User Registration tab.

  3. Click Manage BI Tools. The Manage BI Tools dialog box appears.

  4. In the BI Tools list, select the BI tool that you want to edit, and then click Edit. The Edit BI Tool dialog box appears.

  5. After you modify the details of the selected BI tool, click OK. You will return to the Manage BI Tools dialog box after the changes are saved.

  6. Click OK. You will return to the BI Tool User Registration tab.

  7. Click OK on the Security Manager dialog box to save the changes to the database.

To remove BI tools

  1. On the Tools menu, click Security Manager. Alternatively, click on the toolbar. The Security Manager dialog box appears.

  2. Click the BI Tool User Registration tab.

  3. Click Manage BI Tools. The Manage BI Tools dialog box appears.

  4. In the BI Tools list, select the check box corresponding to the BI tool that you want to remove, and then click Remove. If the BI tool that you want to remove has registered BI tool users, a dialog box prompts you to confirm whether you want to unregister the users and remove the BI tool. Otherwise, a dialog box prompts you to confirm whether you want to remove the BI tool.

    Note: You can select more than one BI tool by selecting the corresponding check boxes. Also, you can select the Select/Deselect All check box to select all the BI tools or clear the Select/Deselect All check box to clear the selection of all BI tools.

  5. Click Yes. You will return to the Manage BI Tools dialog box after the changes are saved.

    Note: If you remove a BI tool that has registered BI tool users on the BI Tool User Registration tab, the BI tool users associated with the BI tool will also be removed.

  6. Click OK. You will return to the BI Tool User Registration tab.

  7. Click OK on the Security Manager dialog box to save the changes to the database.

Manage BI Tool Users

After you create a BI tool, you can register a user used in the new BI tool and link the user to a Noetix query user of the Oracle E-Business Suite Authenticated User (Type A) type using the BI Tool User Registration tab. If you remove the Noetix query user linked to a registered BI tool user, the BI tool user will become invalid and cannot be used. If you want to continue using the BI tool user, you must link the user to a Noetix query user and assign a responsibility.

This section explains how to register BI tool users, modify the settings of registered BI tool users, and remove registered BI tool users.

To register BI tool users

  1. On the Tools menu, click Security Manager. Alternatively, click on the toolbar. The Security Manager dialog box appears.

  2. Click the BI Tool User Registration tab.

  3. The Registered BI Tool Users list displays the list of registered BI tool users. You can list the registered BI tool users for a specific BI tool or for all BI tools by selecting All BI Tools or the BI tool from the Filter by BI Tool list.

    The following columns are available in the list:

    • BI Tool User Name: Indicates the name of the registered BI tool user.

    • BI Tool: Indicates the BI tool used by the registered BI tool user.

    • Oracle EBS Query User: Indicates the name of the Noetix query user linked to the BI tool user.

    • Responsibility: Indicates the responsibility associated with the Noetix query user.

    • End Date: Indicates the end date for the BI tool user registration.

      Note: You need to scroll to the right to see all the information in a row. The width of columns in the list can be adjusted to see more if required. Select the line between columns in the header, and drag it to the required position. Also, you can click a column title to sort the BI tools by the entity represented by the column.

  4. Click Register. The Register BI Tool User dialog box appears.

    Do the following:

    1. In the User Name box, enter the name of the BI tool user.

      Note: The name of the BI tool user cannot exceed 100 characters.

    2. In the BI Tool list, click the appropriate BI tool for the BI tool user you have specified.

    3. In the EBS-Authenticated Query User list, click the Noetix query user whom you want to link to the BI tool user.

    4. In the Default Responsibility list, click a responsibility for the Noetix query user you have selected.

    5. (Optional.) To specify an end date for the BI tool user registration, click the check box corresponding to the End Date field, then select a date.

      Note: If you want to add more than one user, select the Register another user check box.

    6. Click OK. A message appears stating that the BI tool user registration was successful. If the BI tool user is from a BI tool for which you have specified LDAP validation, the validation is performed when you click OK. If the user cannot be validated, you may choose to add it anyway.

    7. Click OK. You will return to the BI Tool User Registration tab after the changes are saved and if the Register another user check box is not selected. The newly registered BI tool user is listed in the Registered BI Tool Users list.

  5. Click OK on the Security Manager dialog box to save the changes to the database.

To modify the settings of registered BI tool users

  1. On the Tools menu, click Security Manager. Alternatively, click on the toolbar. The Security Manager dialog box appears.

  2. Click the BI Tool User Registration tab.

  3. In the Registered BI Tool Users list, select a registered BI tool user, and then click Edit. The Edit Registration dialog box appears. If you remove the Noetix query user of the Oracle E-Business Suite Authenticated User (Type A) type linked to the registered BI tool user, the Oracle EBS Query User and Responsibility columns will be blank.

  4. After you modify the details of the selected BI tool user, click OK. You will return to the BI Tool User Registration tab after the changes are saved.

  5. Click OK on the Security Manager dialog box to save the changes to the database.

To remove registered BI tool users

  1. On the Tools menu, click Security Manager. Alternatively, click on the toolbar. The Security Manager dialog box appears.

  2. Click the BI Tool User Registration tab.

  3. In the Registered BI Tool Users list, select the check box corresponding to the BI tool user that you want to remove, and then click Unregister. A dialog box prompts you to confirm whether you want to remove the registered BI tool user.

    Note: You can select more than one BI tool user by selecting the corresponding check boxes. Also, you can select the Select/Deselect All check box to select all the BI tool users or clear the Select/Deselect All check box to clear the selection of all the BI tool users.

  4. Click Yes. You will return to the BI Tool User Registration tab.

  5. Click OK on the Security Manager dialog box to save the changes to the database.

Published:

Provide Row-Level Security in BI Tools

Provide Row-Level Security in BI Tools provides the ability to restrict Noetix query user's access to data in global Noetix views. For the Noetix query users of the Oracle E-Business Suite Authenticated User (Type A) type, row-level security is automatically configured based on their data access privileges in Oracle E-Business Suite. For Noetix query users of the Database User (Type U) type, row-level security is configured manually by the Noetix System Administration User in NoetixViews Administrator. After you define the row-level security for Noetix query users in NoetixViews Administrator, you can generate the Noetix query users and their row-level security settings into the meta-layers of Oracle Discoverer and NWQ by using the Angles for Oracle Generator application for the respective business intelligence (BI) tools. When Noetix query users generated in these BI tools log on to these BI tools and query data from global views, global views validate the user information and data access privileges of the user to enforce row-level security.

However, BI tools, such as Oracle Business Intelligence (Oracle BI), SAP BusinessObjects, and IBM Cognos Business Intelligence (Cognos BI), do not support row-level security settings defined for Noetix query users because you cannot generate the Noetix query users and their row-level security settings into the meta-layers of these BI tools. To support row-level security in these BI tools, To support row-level security in these BI tools, you must create a user of the Noetix External Mapping User (Type M) type.

Creating a Type M user is a two step process. First, you have to create a BI tool for Oracle BI, BusinessObjects, or Cognos BI. After creating a BI tool, you must select a BI tool user available in the BI tool that you created and link that user to the Type A user. For this Type A user, you must also select an appropriate responsibility.

The BI Tool User Registration tab of the Security Manager dialog box in NoetixViews Administrator allows you to create a BI tool and link a Type A user to a BI tool user used in Oracle BI, BusinessObjects, or Cognos BI.

Manage BI Tools

Before you register a BI tool user, you need to add BI tools using the Manage BI Tools dialog box. You can also use this dialog box to modify the settings of BI tools or to remove BI tools.

To add BI tools

  1. On the Tools menu, click Security Manager. Alternatively, click on the toolbar. The Security Manager dialog box appears.

  2. Click the BI Tool User Registration tab.

  3. Click Manage BI Tools. The Manage BI Tools dialog box appears.

  4. The BI Tools list in the Manage BI Tools dialog box displays the list of available BI tools. The following columns are available in this list:

    • Friendly Name: Indicates the name specified for the BI tool.

    • Type: Indicates the BI tool type.

    • BI Tool URL: Indicates the URL of the server where the BI tool services are running.

    • LDAP Directory: Indicates the Lightweight Directory Access Protocol (LDAP) directory name or IP address.

    Note: You need to scroll to the right to see all the information in a row. The width of columns in the list can be adjusted to see more if required. Select the line between columns in the header, and drag it to the required position. Also, you can click a column title to sort the BI tools by the entity represented by the column.

  5. In the Manage BI Tools dialog box, click Add. The Add BI Tool dialog box appears.

    Do the following:

    1. In the Friendly Name box, enter a name for the BI tool. This name is used during the BI tool user registration process.

    2. In the Product Name list, click the BI tool. The values are BusinessObjects, Cognos, and Oracle Business Intelligence.

    3. In the BI Tool URL box, enter the URL of the server where the BI tool services are running. The label of this box changes to Server Name when the selected BI tool in the Product Name list is BusinessObjects. For BusinessObjects, you can enter a port number in this box.

  6. Additionally, you may select the Validate LDAP directory users check box if the BI tool uses LDAP directory for user authentication. After you select this check box, do the following:

    To validate user or browse the LDAP directory, the Noetix System Administration User must be a member of the LDAP directory and should have logged on to Windows using domain credentials. If validation process for the LDAP directory name or IP address specified is not successful, the Noetix System Administration User can override the validation process when registering a BI tool user used in the BI tool for which the LDAP directory validation is performed. LDAP directory validation may fail even after providing the correct value in the event of a temporary network connectivity issue. In this event, the Noetix System Administration User should verify with the network administrator that the value specified for LDAP directory is correct.

    1. In the LDAP directory box, enter the name or IP address of the LDAP directory where the users are located. BI tool user names entered in the BI Tool User Registration tab will be validated against directory entered here.

    2. You may have to include the port number also if you are not using the default port number for the LDAP directory.

    3. In the Search Container box, enter the name of the container within the LDAP directory, or click Browse to select a container.

    4. If you do not specify a container and the LDAP directory specified has many users, the validation process may take a long time.

    5. Click OK. You will return to the Manage BI Tools dialog box after the changes are saved. The newly added BI tool is listed in the BI Tools list.

  7. Click OK. You will return to the BI Tool User Registration tab.

  8. Click OK on the Security Manager dialog box to save the changes to the database.

To modify the settings of BI tools

  1. On the Tools menu, click Security Manager. Alternatively, click on the toolbar. The Security Manager dialog box appears.

  2. Click the BI Tool User Registration tab.

  3. Click Manage BI Tools. The Manage BI Tools dialog box appears.

  4. In the BI Tools list, select the BI tool that you want to edit, and then click Edit. The Edit BI Tool dialog box appears.

  5. After you modify the details of the selected BI tool, click OK. You will return to the Manage BI Tools dialog box after the changes are saved.

  6. Click OK. You will return to the BI Tool User Registration tab.

  7. Click OK on the Security Manager dialog box to save the changes to the database.

To remove BI tools

  1. On the Tools menu, click Security Manager. Alternatively, click on the toolbar. The Security Manager dialog box appears.

  2. Click the BI Tool User Registration tab.

  3. Click Manage BI Tools. The Manage BI Tools dialog box appears.

  4. In the BI Tools list, select the check box corresponding to the BI tool that you want to remove, and then click Remove. If the BI tool that you want to remove has registered BI tool users, a dialog box prompts you to confirm whether you want to unregister the users and remove the BI tool. Otherwise, a dialog box prompts you to confirm whether you want to remove the BI tool.

    Note: You can select more than one BI tool by selecting the corresponding check boxes. Also, you can select the Select/Deselect All check box to select all the BI tools or clear the Select/Deselect All check box to clear the selection of all BI tools.

  5. Click Yes. You will return to the Manage BI Tools dialog box after the changes are saved.

    Note: If you remove a BI tool that has registered BI tool users on the BI Tool User Registration tab, the BI tool users associated with the BI tool will also be removed.

  6. Click OK. You will return to the BI Tool User Registration tab.

  7. Click OK on the Security Manager dialog box to save the changes to the database.

Manage BI Tool Users

After you create a BI tool, you can register a user used in the new BI tool and link the user to a Noetix query user of the Oracle E-Business Suite Authenticated User (Type A) type using the BI Tool User Registration tab. If you remove the Noetix query user linked to a registered BI tool user, the BI tool user will become invalid and cannot be used. If you want to continue using the BI tool user, you must link the user to a Noetix query user and assign a responsibility.

This section explains how to register BI tool users, modify the settings of registered BI tool users, and remove registered BI tool users.

To register BI tool users

  1. On the Tools menu, click Security Manager. Alternatively, click on the toolbar. The Security Manager dialog box appears.

  2. Click the BI Tool User Registration tab.

  3. The Registered BI Tool Users list displays the list of registered BI tool users. You can list the registered BI tool users for a specific BI tool or for all BI tools by selecting All BI Tools or the BI tool from the Filter by BI Tool list.

    The following columns are available in the list:

    • BI Tool User Name: Indicates the name of the registered BI tool user.

    • BI Tool: Indicates the BI tool used by the registered BI tool user.

    • Oracle EBS Query User: Indicates the name of the Noetix query user linked to the BI tool user.

    • Responsibility: Indicates the responsibility associated with the Noetix query user.

    • End Date: Indicates the end date for the BI tool user registration.

      Note: You need to scroll to the right to see all the information in a row. The width of columns in the list can be adjusted to see more if required. Select the line between columns in the header, and drag it to the required position. Also, you can click a column title to sort the BI tools by the entity represented by the column.

  4. Click Register. The Register BI Tool User dialog box appears.

    Do the following:

    1. In the User Name box, enter the name of the BI tool user.

      Note: The name of the BI tool user cannot exceed 100 characters.

    2. In the BI Tool list, click the appropriate BI tool for the BI tool user you have specified.

    3. In the EBS-Authenticated Query User list, click the Noetix query user whom you want to link to the BI tool user.

    4. In the Default Responsibility list, click a responsibility for the Noetix query user you have selected.

    5. (Optional.) To specify an end date for the BI tool user registration, click the check box corresponding to the End Date field, then select a date.

      Note: If you want to add more than one user, select the Register another user check box.

    6. Click OK. A message appears stating that the BI tool user registration was successful. If the BI tool user is from a BI tool for which you have specified LDAP validation, the validation is performed when you click OK. If the user cannot be validated, you may choose to add it anyway.

    7. Click OK. You will return to the BI Tool User Registration tab after the changes are saved and if the Register another user check box is not selected. The newly registered BI tool user is listed in the Registered BI Tool Users list.

  5. Click OK on the Security Manager dialog box to save the changes to the database.

To modify the settings of registered BI tool users

  1. On the Tools menu, click Security Manager. Alternatively, click on the toolbar. The Security Manager dialog box appears.

  2. Click the BI Tool User Registration tab.

  3. In the Registered BI Tool Users list, select a registered BI tool user, and then click Edit. The Edit Registration dialog box appears. If you remove the Noetix query user of the Oracle E-Business Suite Authenticated User (Type A) type linked to the registered BI tool user, the Oracle EBS Query User and Responsibility columns will be blank.

  4. After you modify the details of the selected BI tool user, click OK. You will return to the BI Tool User Registration tab after the changes are saved.

  5. Click OK on the Security Manager dialog box to save the changes to the database.

To remove registered BI tool users

  1. On the Tools menu, click Security Manager. Alternatively, click on the toolbar. The Security Manager dialog box appears.

  2. Click the BI Tool User Registration tab.

  3. In the Registered BI Tool Users list, select the check box corresponding to the BI tool user that you want to remove, and then click Unregister. A dialog box prompts you to confirm whether you want to remove the registered BI tool user.

    Note: You can select more than one BI tool user by selecting the corresponding check boxes. Also, you can select the Select/Deselect All check box to select all the BI tool users or clear the Select/Deselect All check box to clear the selection of all the BI tool users.

  4. Click Yes. You will return to the BI Tool User Registration tab.

  5. Click OK on the Security Manager dialog box to save the changes to the database.

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