permission concept

[crystalvictim]

hi,

a (simple?) question concerning the concept for permissions (for report instances): Let's say, we have a report which can be parameterized for different users (e.g. 4). So we schedule the report 4 times with the corresponding parameters. "User 1" and "user 2" shall be able to view their - and only their - instances of this report while "user 3" and "user 4" shall be able to see all instances.
The problem is that - as far as I can see - the instances are bound to the report-sourcefile and crystal is only able to grant the permission to view either only someone's own instances or all instances.

Is there any known (easy - i.e. without modifying the crystal management console and/or ePortfolio) way to mangage permissions the way we need it?

 

[Turkbear]

Hi,
Would it be possible to send each user their report once it was run and then they can view it 'outside' of CE..

You could use PDF format for instance, and Email it to them..

Or perhaps send it to a location only accessable by the 'right' user..

 

[rhinok]

Another option is to create a Processing Extension (CE 8.5 +). Processing extensions can be used to create row-level security within a report.

Check out the following link:

http://support.crystaldecisions.com/communityCS/TechnicalPapers/ce85_processing_extensions.zip.asp

The zip file also includes a wizard for creating processing extensions.

 

[crystalvictim]

Turkbear,
I'm afraid, but this is no valid option :-(. The users are to view the report with ePortfolio.

rhinok,
thanks for your tip. I just took a look at the link you mentioned. I understand, that the security mentioned in the document is row-level based.
The problem is, that our reports do not neccessarily have rows which are to be suppressed depending on the user. We'd like to suppress the complete report-instance for some users.
Nevertheless, it's good to know this and it will be a thing to consider if wel'll face that kind of problem.

In the meantime I had a talk with a crystal consultant and he told me, that there's yet no standard-behaviour within crystal enterprise to cope with our ideas.

 

[kmcmanus]

If you put the report in a seperate folder and in each folder have the parameter and rights filled in appropriately. Then the user logs in, only sees the appropriate folder and report instances and it runs off of the same report.

Kevin McManus
kevin@mcmanusreporting.com