Apply Security in Framework Manager Guide-I

This is another document for Cognos for Beginner’s Series. This document provides Overview of Security, Creating Users, Creating Groups or Roles, Set Access Permission, Object level, and Data/Row level security.

Provided By: BISP http://bispsolutions.wordpress.com http://learncognosreports.wordpress.com/

Created By: Mitesh Agrawal Reviewed By: Amit Sharma Team BISP

Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.wordpress.com |BISP

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Table of Contents
Overview of Security in Framework Manager….……………………..…....3 Creating Groups and Roles………….…………………….….……………...4 Set Access Permission to User, Groups or Roles…...………………………15 Object level Security………………………………………………..………….21 Row Level/ Data Level Security……………………………………...……...26 Security Validation……………………………………………….…………….32

Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.wordpress.com |BISP

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Overview of Security in Framework ManagerIn IBM Cognos Framework Manager , Security is a way of restricting access to metadata and data. Three types of security in IBM Cognos Framework Manager

Object level security Row/Data level security Package level security

 Object level security- Object level security allows you to secure an object directly by allowing or denying users access to the object , or keeping it hidden from all users.
 Row/Data level security- Row/Data level security allows you to create a security filter

and apply it to a specific Query Subject. This level of security controls the data that is shown to the user when they build and run their reports.  Package level security- Package level security allows you to apply security to a package and identify who has access to that package.

Creating Groups and Roles
Firstly we need to create a Groups Or Roles. After creating Groups or Roles, we will assign Users to them. Steps to create a Groups Or Roles Go to Start All ProgramsIBM Cognos BI Developer Edition IBM

Cognos BI

Developer Edition

Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.wordpress.com |BISP

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Or Type the following link on the URL of the web browser http://localhost:9300/cognos_developer/manager/main.html Cognos welcome page will appear, In this page Go to Launch IBM Cognos Administration.

 Click on Security.

Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.wordpress.com |BISP

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Here I am creating a new Group.  Specify a name and location to this new group.wordpress. Here Description and Screen tip are optional and press Next.  On the toolbar. click the new Group[ ] or new Role[ ] button.com |BISP 5 . Groups and Roles and then click on Cognos Folder. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. Click on Users.

 We can view the new Group (i. Here we are creating a group without Users. We will assign users to this group later and click Finish. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. sales group) will be appear on the screen in the cognos folder.e.com |BISP 6 .wordpress.

 Similarly we can create more Groups or roles.e.com |BISP 7 .wordpress. Here Description and Screen tip are optional and press Next. Now we will create a group (i. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. On the toolbar.  Specify a name and location to this new group. Marketing Group). click the new Group[ ] or new Role[ ] button.

e. Marketing group) will be appear on the screen in the cognos folder. We will specify users to this group later and click Finish.com |BISP 8 .  We can view the new Group (i. Here we are creating a group without Users. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.wordpress.

click Users then Add to add new users.Creating Users  For providing a security to users . To create a user. In the IBM Cognos BI Developer Edition Manager page . Firstly we need to create a users. no need to create users. use the following stepsGo to Start All ProgramsIBM Cognos BI Developer Edition IBM Developer Edition Cognos BI Or We can simply type http://localhost:9300/cognos_developer/manager/mail. If you have created users previously. By default it will provide us Administrator user.wordpress.  Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.com |BISP 9 .html on the address bar of the browser. Cognos welcome page will appear.

Given Name.   After click on green arrow the Selected Entries will be appear in the Selected Entries Pane from Available Entries Pane and press ‘Ok’. Password and also select one of the Entries ( In my case sales group) from Available Entries Pane to this new user and press green arrow button. Surname. Email. To create users.wordpress.com |BISP 10 .Add User page will appear. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. specify Username.

 Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. Add User page will appear. Given Name. who belongs to sales group . Again to add user. Surname. Email. To add users. specify Username.wordpress. You can view that new created user will be appear on the IBM Cognos BI Developer Edition Manager screen. Password and also select one of the Entries ( In my case sales group) from Available Entries Pane to this new user and press green arrow button.com |BISP 11 . click ‘Add’ button.

Again to add user.com |BISP 12 . Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.wordpress. we can view that new created user will be appear on the screen.  Again. click ‘Add’ button. who belongs to sales group. After click on green arrow the Selected Entries will be appear in the Selected Entries Pane and press ‘Ok’.

Groups or Roles  Set Access Permission for Users. Similarly. Groups or Roles). Set Access Permissions to Users. After create users.e.wordpress. Groups or Roles.com |BISP 13 . Login Page will appear. specify User Id=administrator and Password. if you gave previously during installation time and click ‘Ok’ Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. We need to do following steps- Simply type http://localhost:9300/p2pd/servlet/dispatch on the URL of the web browser. all the users will be appear on the IBM Cognos BI Developer Edition Manager Screen with their membership( i. we can create many users.

 lBM Cognos Administration Page will appear. Cognos portal page will appear.  Click on Cognos folder. because this folder contains all the Groups and Roles. now click on Security .wordpress.com |BISP 14 . then Go to Launch IBM Cognos Administration. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.

click the set properties button [ ] for this entry that will be appear in the Available actions.com |BISP 15 . Locate the group or roles for which. you want to set access permissions.wordpress. In the Actions column.  Perform an Action for this entry Window will appear. click More. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.

the users/members will be appear for sales group. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. which we have specified previously for sales group. After click the set properties button.  Now click on cognos Folder to select Groups/Roles. now click on Members.com |BISP 16 . Set properties page will appear.  Now click Permission then Override the access permissions acquired from the parent entry and click Add to grant permission to users.wordpress. After click on members. group or roles.

Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. Click on Show users in the list and select the Groups/Roles from Available Entries Pane and press green arrow. the selected Groups/ Roles will be appear in the Selected Entries Pane and click ok.com |BISP 17 .  After click green arrow .wordpress.

com |BISP 18 .wordpress. Now click the sales group check box and grant Read Permission to Group/Role (In my case sales group) and press ok. Object Level Security Steps to Add Object level Security Firstly we will login from administrator to Framework Manager. We can also Deny access permission to users. groups or roles. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. Go to StartAll ProgramsIBM Cognos BI Developer EditionIBM Cognos Framework Manager.

otherwise keep it blank and click ‘OK’.com |BISP 19 . expand the Business ViewClick the object . which you want to grant permission to Users. then write password here . Here I am selecting Facts. Order. If you provided password during the installation.  In the framework manager. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. Groups Or Roles.wordpress. Click create a new project and any project which you have created previously and type User ID= administrator and Password in the corresponding block for authentication. Products and Time object for sales group.

 Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. click Specify Object Security.Multiple object Selected Page will appear. groups or roles. This folder contains all the predefined and user defined Group and Roles. Specify Object Security. now click on cognos folder.com |BISP 20 . click Add to add new users.  Select Users and Groups page will appear.wordpress. From the Actions menu.

Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.Select Groups or Roles. Here I am selecting a sales group. which we have created previously and press arrow.  green  We can view that selected Entries (Groups/Roles) will be appear in the Selected entries pane from Available entries pane and press ‘Ok’.com |BISP 21 .wordpress.

wordpress. group or roles and press ‘Ok’. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.or roles select the Allow check box or select Deny check box to deny access to a user. group . To grant access to a user. Specify security rights for each user.expand the business view and Select any Query Subject. Here I am selecting Time Query Subject. Row Level/ Data Level Security  To specify Row level/ Data level Security . or groups.com |BISP 22 . We can view that selected Groups or Roles will be appear on the screen.

 Specify Data Security.Time page will appear and click Add Groups button to populate the Query Subject with security filters. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. Now click Action Specify Data Security.wordpress.com |BISP 23 .

com |BISP 24 . Select Users and Groups Page will appear. click Cognos Folder.  Now click on Show Users in the List and select the Groups or Roles (In my case sales group) from the Available Entries Pane and press green arrow. To select Groups/Roles.wordpress. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.

com |BISP 25 . We can view that the Selected Group/Roles will be appearing in the Selected Entries Pane and press ok. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.wordpress.  Specify Data Security. we can view that the group or roles will be appear on the screen.Time page will appear.

com |BISP 26 .Click in the box below 'Filter' and select 'Create/Edit Embedded'. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. Expand the Business ViewTime..wordpress. This is basically a Security Filter .  The Filter Definition Window will appear.

com |BISP 27 .  The Selected Query Item will be appear in the Expression Definition box and press ok.e.wordpress. Now Select the Per_Name_Year(i. Year) Query Item and click blue arrow button. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.

first we need to create a package and publish the package.com |BISP 28 . We can view that the Selected Group/Roles and Filter will be appear on the screen and press ‘Ok’. Go to PackageCreate  Package Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. Security Validation  To Package level Security.wordpress.

which you want to include in this package from the project.  Define the objects .wordpress. Specify Package Name and press ‘Next’. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.com |BISP 29 . Here Description and Screen tip are optional.

wordpress. Select the set of functions that will be available in this package and press arrow. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. green  We can view that Selected Function Sets will appear in the Available Functions Sets and click Finish.com |BISP 30 .

com |BISP 31 . Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. Now press ’Yes’ for open the Publish Package Wizard otherwise press ’No’. By default it will provide us Public Folder location in the content store to this new package.  Publish Wizard Page will appear. Now press the Folder tab to select a new location to this new package. Your package have been successfully created.wordpress.

Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.com |BISP 32 . Click on cognos link to navigate My Folder.  Click on My Folders and then click ok.wordpress.

Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.wordpress. We can view that Package Wizard Location has changed and press Next.click the ’Add’ button. groups and roles can access the package . which type of users.com |BISP 33 .  In this window we have to add the security privileges to the packages.

 After click on Cognos .wordpress.com |BISP 34 . Here I am selecting a sales group and press green arrow.we can view that groups or roles will be appear om the screen. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. Click Cognos Folder.

 The selected groups and roles(i. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.com |BISP 35 .e.wordpress. The sales group will be appear in the Selected Entries Pane from Available Entries Pane. sales) will be able to use this package and press Next.

 You have successfully published the package . Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports. Verify the package before publishing it . now press ‘Publish’ to publish the package.com |BISP 36 .wordpress. now click on ‘Exit this wizard’ and press ‘Finish’.

 We can view the package . Go to Launch Report Studio.wordpress.which we have created previously.  To validate Security .To view the IBM Cognos Portal Screen typehttp://localhost:9300/p2pd/servlet/dispatch on the URL. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.  IBM Cognos Report Studio screen will appear and select the Create new. Now click Package.Note.com |BISP 37 .

 Select the type of tool. Here I am selecting a List tool and press Ok. This screen shows us Object level Security. we can view that selected object for the granted Users and Group will be appear on the screen. which you want to use to create the report.com |BISP 38 .wordpress.  The Insertable Objects Pane will appear. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.

and simply drag the objects from the Insertable Objects Pane and drop it in the Middle Pane  Click Test button. Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.wordpress.com |BISP 39 . Now expand the Time Dimension Query Object.

wordpress. By default you will view the report in the HTML format on IBM Cognos viewer. This screen shows us Row/ Data level Security.com |BISP 40 . Cognos 10 BI Framework Manager Beginner’s Guide Part I| http://learncognosreports.

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