Filtering data in ReportNet base on User Classes 1

[vzak]

Hi All,

We still run IWR. In the Impromptu catalog we use filters for an Employer column, and assign a different filter value for each User Class(around 150 counts).
All security in IWR is managed by Access Manager.

Now, I need to create same reports using ReportNet and secure their output similar to what we have in IWR(by user logged in the system).
We are going to use same Access Manager setting.

Example:

User Class Table/Column to filter Filter
BOLTON WILLIS_EMP_CARRIER/EMPLOYER EMPLOYER='000848'
LOVELACE WILLIS_EMP_CARRIER/EMPLOYER EMPLOYER='LHC'

I need to Create a Security filter based on those User Classes and specify it for a Query Subject WILLIS_EMP_CARRIER.

How can I use values EMPLOYER='000848' and EMPLOYER='LHC'? Do I need to create a parameter map?
Do I need to use a session parameter or a macro for a filer(s)? Which one?
What would be the best approach?

Thanks in advance,
Vlad

 

[mfgf]

Hi,

The easiest approach is to define security filters for query subjects in Framework Manager. In concept, it's exactly the same idea as setting up user class filters in your Impromptu catalog.

In Framework Manager, right-click on a query subject, and use the 'Specify Security Filters' option. Use the 'Add Groups' button to add in the groups [access manager user classes] or individual users for whom you wish to specify filters, then for each group or user, click in the Filter column on the right and use the 'Create/Edit Embedded filter' option from the dropdown.

Using this approach, you don't need to worry about setting up parameter maps or using macros.

Best regards,

MF.

 

[vzak]

Thanks MF,

That works just fine.

Vlad