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Security Dialog Box

You can use the Security dialog box to specify the security settings for a data source security entry. This topic describes the options in the dialog box.

Designer displays the Security dialog box when you right-click Security Entry in the Data Source > Security node in the Catalog Manager, select New Security Entry from the shortcut menu, type a name for the new security policy, and then select OK.

Designer displays these options:

Users/Groups/Roles panel

You can define security policies for different users, roles, and groups in this panel.

• Add button
  Select to add users/groups/roles. After you select this button, Designer displays a drop-down menu, which contains the following commands:
  • Add User
    Select to open the Add User dialog box to add a new user.
  • Add Group
    Select to open the Add Group dialog box to add a new group.
  • Add Role
    Select to open the Add Role dialog box to add a new role.
  • Import from Report Server
    Select to open the Import from Report Server dialog box to import users, roles, and groups from Server.
  • Import from File
    Select to import users, roles, and groups from an XML file.
• Export button
  Select to export the users, roles, and groups to an XML file.
• Remove button
  Select to delete the specified user/group/role.
• Edit button
  Select to edit the specified user/role/group in the Edit User dialog box, Edit Role dialog box, or Edit Group dialog box.
• Search box
  Type the keyword in the box and Designer lists the users/roles/groups containing the matched text.
• Principal box
  This box lists all the users, roles, and groups that you add for the security policy. Select a principal to define the security policy for it.

Valid RLS

Select to apply record level security (RLS) in this security entry. When you do not select this option, the security entry does not contain RLS and all the records are available to all the principals.

Valid CLS

Select to apply column level security (CLS) in this security entry. When you do not select this option, the security entry does not contain CLS and all the columns are available to all the principals.

Disable Policy Settings

• When you do not select this option, you can specify a security policy for the selected principal. However, if you leave the record level security and column level security settings blank, the principal is not able to view any record, unless it inherits some permissions from another group or role.
• When you select this option, you cannot specify record level security or column level security for the selected principal. The principal therefore has full access to all the records in the reports which apply this security entry.

Record Level Security tab

You can specify the record level security conditions of the security entry in this tab.

• Expression
  Specify the field on which to define the condition. Select the ellipsis to specify the field.
• Operator
  Specify the operator to compose the condition.
  • =
    Equal to
  • >=
    Greater than or equal to
  • >
    Greater than
  • <
    Less than
  • <=
    Less than or equal to
  • !=/<>
    Not equal to
  • in
    The operator causes an enumerated list of values to appear in the WHERE clause predicate, and is used for evaluating for a true condition. For the "in" operator, you can use multiple values separated by comma (,).
• Value
  Specify the value of how to build the condition. Select the ellipsis to specify the value.
• More
  Select to display the additional commands.
  • AND
    Select to apply the logical operator "AND" between two adjacent expressions. If this line is the last line in the expression list, when you select this option, Designer appends a new line to the end of the list as well.
  • OR
    Select to apply the logical operator "OR" between two adjacent expressions. If this line is the last line in the expression list, when you select this option, Designer appends a new line to the end of the list as well.
  • Insert Row
    Select to insert a new line after the current line.
  • Delete Row
    Select to delete the current line.
  • New Group
    Select to add a new expression group to the list. You can specify the relationship between two groups as one of the following:
    
    • AND
      Select to apply the logical operator "AND" between two adjacent groups to retrieve records that satisfy both condition groups.
    • OR
      Select to apply the logical operator "OR" between two adjacent groups to retrieve records that satisfy either one of the condition groups.
    • AND NOT
      Select it to retrieve records which satisfy the first condition group but not the second.
    • OR NOT
      Select it to retrieve records which satisfy the first condition group, or which do not satisfy the second condition group.
      

Column Level Security tab

You can specify the column level security settings of the security entry in this tab.

• Select Column
  Select to specify the columns that you want to show or hide from the principal.
• Allow all
  Select to reveal all the columns in the field box to the principal, no matter whether its parent groups/roles allow them.
• Deny all
  Select to hide all the columns in the field box from the principal, no matter whether its parent groups/roles allow them.
• Allow
  Select to reveal the specified columns in the field box to the principal, no matter whether its parent groups/roles allow them.
• Deny
  Select to hide the specified columns in the field box from the principal, no matter whether its parent groups/roles allow them.
• Field box
  This box lists all the data fields in the current catalog data source. Select or clear the fields that you want to show or hide from the principal.

OK

Select to apply your settings and close the dialog box.

Cancel

Select to close the dialog box without saving any changes.

Help

Select to view information about the dialog box.

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