Using Data Level Security
RubiSight provides a Data Level Security feature, which helps to restrict access to the data in dashboards.
You can define column-level access on the database, which will show data of only the allowed columns.
To use Data level security, you first need to create a dataset (access master) that stores the information about users and groups and the corresponding data fields they are allowed to access.
The steps to use data level security are listed below.
- Create a dashboard with required widgets; refer to Creating a Dashboard.
- Create access master dataset; refer to Creating Access Master Dataset.
- Enable data-level security; refer to Enabling Data Level Security.
Creating Access Master Dataset
To create an access master dataset, follow the steps given below.
- Create a CSV or Excel file of the format: user info and names of columns from the datasets used in the dashboard.
- In each individual dataset column names, specify the names of data values to which access is to be granted to the user.
- Create a dataset in Rubiscape using this file. Refer to Adding a Dataset.
For example, consider you have created a dashboard with two datasets – sales by region and sales by category.
An example of the access master dataset is shown below.
Notes: | - When no value is specified for any column, it indicates that the user has access to all values for that column.
- In the above example, the user testuser has access to Binder Item, East Region and Kiveli Rep. Similarly, TestGroup1 has access to all Items, all Regions, and Morgan Rep.
|
Enabling Data Level Security
To enable data-level security, follow the steps given below.
- Locate the dashboard to which you want to apply data-level security. Refer to Searching a Dashboard.
- Open the Dashboard in edit mode. Refer to Editing a Dashboard.
The Dashboard is displayed. - On the function pane, in the top right corner, click Data Level Security.
Data Level Security page is displayed. - Select the dataset from Dataset To configure drop-down. Here, select the name of the dataset created in Creating Access Master Dataset.
The columns in the selected dataset are populated. - Select Entity Column (the one that has user names or group names) from the drop-down.
- Select ENABLE DATA LEVEL SECURITY checkbox.
- Click Done.
A confirmation message is displayed, and Data level security is applied. The dashboard widgets are refreshed to show only the data to which the logged-in user has access.
Disabling Data Level Security
To disable data-level security, follow the steps given below.
- Locate the dashboard to which you want to apply data-level security. Refer to Searching a Dashboard.
- Open the Dashboard in edit mode. Refer to Editing a Dashboard.
The Dashboard is displayed. - On the function pane, in the top right corner, click Data Level Security.
Data Level Security page is displayed. - Clear ENABLE DATA LEVEL SECURITY checkbox.
- Click Done.
A confirmation message is displayed, and Data level security is disabled. The dashboard widgets are refreshed to show only the data to which the logged-in user has access.
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