LBI Documentation Help - LawsonGuru.com

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AG

Advanced Member

Posts: 29

2/2/2009 3:21 PM

I have been searching (if that’s what you can call it) through the MyLawson support pages to no avail! God do I hate that site, I can NEVER find what I am looking for!

In LBI I want to display a Crystal report and then have that report only display the current logged on user's data on that report. The field on the report that I want to use for my report filter is "major purchase class".
I currently have the report setup and displayed on the dashboard, that part works fine. I just need help setting up the filter part.
If someone can tell me what Lawson document contains the steps to setup the filtering I need, that would be greatly appreciated!

David Williams

Veteran Member

Posts: 1127

2/2/2009 3:41 PM

Look up Elements, Structures and User/Group Rules. Send me an email and I'll send you some documentation I did for another client.

Matthew Nye

Veteran Member

Posts: 514

2/2/2009 3:52 PM

The steps are contained in the Report Administration Guide. Go to My Lawson - My Products then click the link to download products. From there expand LBI twice then click the LBI link.

From here you can download the assorted guides. Also the last item on the page will take you to the LBI Library.

hth
Matt

AG

Advanced Member

Posts: 29

2/2/2009 7:08 PM

David:
I sent you an email. Thx!

Matt:
I followed your steps and found this book: Reporting Services and Report Bursting User and Administration Guide. Is that book you were referring to?
Thx!

Matthew Nye

Veteran Member

Posts: 514

2/2/2009 7:24 PM

Yeah, if you got the 9.0.3 version published May 2008 start with page 14 "Report bursting and filtering" and for a more technical overviw you should be able to find what youre looking for in Chapter 3 starting on Page 70.

AG

Advanced Member

Posts: 29

2/3/2009 6:01 PM

Ok so I followed the steps in the document and it works as they show. However, this is not what I am looking for, exactly.

I want the report when displayed on the dashboard to automatically detect who is logged in, determine the major classes they are assigned to and then filter the report to their assigned major purchase class. In following the steps in the book, I end up "hard-coding" a user profile with a major purchase class. Thus each time the class changes or a users class assignments change I would have to maintain the elements and structures in reporting admin? Please correct me if I am wrong here?

Thanks in advance to all that reply!

Matthew Nye

Veteran Member

Posts: 514

2/3/2009 6:16 PM

And thus is the conundrum of Rights Management. There is no turn key solution for integrating Lawson Security with Rights Management. What we've done in the past is create an ETL process using an Oracle or Microsoft tool to extract the previously set up security (Lawson and non-Lawson) and load it into Reporting Services Rights Management.

I dont like representing the company I work for here, as its a public bulletin board, but if youre interested Im giving a webinar tomorrow on this topic and I can post the link (provided John is ok with that) .

thanks,
matt

AG

Advanced Member

Posts: 29

2/3/2009 6:27 PM

Are you referring to the JGI webinar going on tomorrow @ 2pm? If yes, I have already registered for that one.

Matthew Nye

Veteran Member

Posts: 514

2/3/2009 6:29 PM

ok, yeah thats the one.