Security in Dashboards

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BillW
Basic Member
Posts: 13
Basic Member

    I have an issue that I hope someone can shed some light on...

    We have a handful of dashboards active now, mostly for upper management.  The next step is to create something for the Sales reps.  Ideally, I would like to create a single 'Sales Rep' dashboard that all Sales reps could access.  The dilemma is securing that dashboard so they only see their information.  I know that I could use DME for Lawson data, but much of the data I need to display is from an ETL process that gets data from our manufacturing package. 

    I have created some MS Reporting Services reports that key off of the User!UserID global.  Is there something similar in LBI?  This approach works fine while logged into the domain.  Not so well for VPN users...That's another issue...

    Any help is appreciated.

    Thanks.

    Bill

    Matthew Nye
    Veteran Member
    Posts: 514
    Veteran Member

      Bill,

       

      Im assuming, since you posted in the SN area that you are using SmartNotifications in your dashboards? If so then you can create a Personal Data Value, link it to a category and add that category to a field in your infoset that contains the userid.  When the user views the notification, it will filter the data so they only see transaction associated with thier userid.

       

      If this accomplishes what you are looking for let me know and I can expound on it.

       

      hth

      Matt

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      BillW
      Basic Member
      Posts: 13
      Basic Member

        Thanks Matt....Yes.  Smart Notes were the first thought.

        Some kind of reporting after that.  Can I somehow find the Personal Data Value programmatically?

        Matthew Nye
        Veteran Member
        Posts: 514
        Veteran Member
          what kind of programming are you referring to, javascript, xml, OOP? PDV is just a tool with in SN so it doesnt exist until you create it. When you create one that associated the login ID, SN extracts that from Framework Services. You could programatically extract it from FS by parsing the referring URL, i believe the query string value is FSuserId or something of that nature.
          If any of my answers were helpful an endorsement on LinkedIn would be much appriciated! www.linkedin.com/pub/matthew-nye/1a/886/760/
          BillW
          Basic Member
          Posts: 13
          Basic Member

            Not so much programming.  Just hoping to pass a parameter to RS 2005.

             

            Matthew Nye
            Veteran Member
            Posts: 514
            Veteran Member
              Try catching the referring URL or the remurl query string from the current URL when passing to RS2005. There should be some sort of login token there.
              If any of my answers were helpful an endorsement on LinkedIn would be much appriciated! www.linkedin.com/pub/matthew-nye/1a/886/760/
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