Focal Point
Dashboard access at user level

This topic can be found at:
https://forums.informationbuilders.com/eve/forums/a/tpc/f/1461084022/m/949105235

September 22, 2010, 05:11 PM
Mika Keranen
Dashboard access at user level
Hi,

I did a search and found the following discussion related to my question/problem:
Restricting dashboard access

We'd need to allow/deny access to certain dashboard(s) based on the user id. I know we can limit access at measure level and are already doing that, but some dashboards are built for certain purpose and shoud only be available to certain users. How could this be achieved? In the post above Bob mentioned adding a filter to FILTERS.FEX and allow access to groups of content (using PMF 5.2.2 user-defined content groups). This sound like the way to do this, unless there are other ways? What what would need to be added to FILTERS.FEX?

Cheers,
Mika


WebFOCUS 7.6.x
PMF 5.2.x
September 22, 2010, 05:23 PM
Bob Jude Ferrante
Easy way:

Every dashboard has an owner. Dashboards can be public or private. A private Dashboard can only be viewed on the Today tab by its owner. (Admins can see them too, but only from the Manage tab. In case for example the user leaves and you want to clean up the stuff they don't use any more)

So, if the Dashboard is for one user ID, you can create it as a private dashboard. To do this easily, log in as that user and create the dashboard, or if you want to do it in two steps because you can't log on as that user, create the dashboard as private under your ID, then change the dashboard owner from Manage > Content to the user to whom you want to target the dashboard.'

Harder way:

You can filter the list to the Today page listing mechanism. To do this you have to write some FOCUS and put it in the user security exit (probably not in FILTERS.FEX).

Which do you want to do?

thanks


Bob Jude Ferrante
Director of Business and Development
WebFOCUS Performance Management
Bob_Ferrante@ibi.com
917-339-5105

I'll take any questions about PMF - business or technical - anytime!

September 22, 2010, 06:46 PM
Mika Keranen
Bob, thanks for your prompt reply.

Private dashboards won't work, as dashboards will be for multiple users. We'd need to control the dashboard list shown in the Today page based on the user id. So, it seems we'd need to use the harder way.

I haven't had a chance to look at this yet, but a question related to this. Is it possible to display a PMF dashboard on another tab than Today? The parameters for a dashboard are e.g. gadget_page_shell%26PAGE_ID%3D34, so could we call gadget_page_shell with a PAGE_ID or something like that? If this is possible, then we could display PMF dashboards on different tabs -> control what is displayed through group views.

Cheers,
Mika


WebFOCUS 7.6.x
PMF 5.2.x
September 22, 2010, 06:53 PM
Bob Jude Ferrante
OK, we'll look into how to advise.

Yes, you can run a dashboard from anywhere, including from another tab in BID or any portal. There's actually another focalpoint posting on how, and also this is in appendix B of the PMF documentation (Tips).

Good hunting.

thanks


Bob Jude Ferrante
Director of Business and Development
WebFOCUS Performance Management
Bob_Ferrante@ibi.com
917-339-5105

I'll take any questions about PMF - business or technical - anytime!

September 22, 2010, 06:55 PM
Bob Jude Ferrante
here's the other post:

http://forums.informationbuild...351047582#7351047582


Bob Jude Ferrante
Director of Business and Development
WebFOCUS Performance Management
Bob_Ferrante@ibi.com
917-339-5105

I'll take any questions about PMF - business or technical - anytime!

September 22, 2010, 07:03 PM
Mika Keranen
Bob, thanks so much for your help. We'll try and create another tab launching a different PMF dashboard and we'll continue from there. It could actually be, that this'll solve our problem. Thanks for pointing me to the other post and documentation, I hadn't had a chance to try and find this information yet myself.

Cheers,
Mika


WebFOCUS 7.6.x
PMF 5.2.x
October 05, 2010, 08:25 PM
Moogle
Hi Bob,

My current client has asked for the ability to restrict dashboard access to groups of users. This is the same request that Mika is asking about.

I wonder if you will consider this functionality for a new feature in PMF?

Cheers,

Joey


-WebFOCUS 8.2.01 on Windows
October 06, 2010, 09:38 AM
Bob Jude Ferrante
Sure, we'll consider it.

thanks for adding your voice.


Bob Jude Ferrante
Director of Business and Development
WebFOCUS Performance Management
Bob_Ferrante@ibi.com
917-339-5105

I'll take any questions about PMF - business or technical - anytime!

December 13, 2011, 05:56 PM
gregv
Hi Bob,
FYI: I just had a client ask for this feature, as well.
Thanks.



Greg



current client: WF 8.1.05 & 8.2 - Windows 7 64bit - Tomcat 7 - MRE / BID - IE11

local: WF 8.2 - Windows 7 64bit - Tomcat 6 - MRE / BID - FOCUS - IE11

PMF 8
December 13, 2011, 07:07 PM
Bob Jude Ferrante
PMF 5.3 will let you map all content - including dashboards - to scorecards. So user access to content will be controlled by the users' access to a scorecard.

So you could have a dashboard, or any other managed content, and only users who can see a particular scorecard can see those content items. This way the view model is easy and consistent.

How does that sound?

This message has been edited. Last edited by: Bob Jude Ferrante,


Bob Jude Ferrante
Director of Business and Development
WebFOCUS Performance Management
Bob_Ferrante@ibi.com
917-339-5105

I'll take any questions about PMF - business or technical - anytime!

December 14, 2011, 08:46 AM
gregv
Sounds like what is being requested.
Thanks for the product update, Bob.



Greg



current client: WF 8.1.05 & 8.2 - Windows 7 64bit - Tomcat 7 - MRE / BID - IE11

local: WF 8.2 - Windows 7 64bit - Tomcat 6 - MRE / BID - FOCUS - IE11

PMF 8
January 10, 2012, 09:14 AM
Moogle
This really is excellent news, thank you for the update.

Cheers,

Joey