We have created Dashboard using Live Office in Xcelsius 2008. In Dashboard we have drop down option we can select Client’s Name. We have Row Level Security in Universe As well for every client. When we logged in through the one of the Client ID .Instead of Getting only particular client’s name. we are getting all other clients name .Every client can see each other data.We want to Restrict that each client can have their name only so that they can choose their Name.
Note:-What we need to do in Live office or Excel sheet???.We want each client can have their option only.
Can you Please Let me know the Solution As Soon As Possible.
You are using a webi document to get your data into the excel, right ?
Have you set up folder level security for the webi document where each user is allowed to see only his/her own instance of the report(s) in question ?
How have you setup your live office connection setting ?
I do not remember all the options at the moment.
But within live office (from within the excel file) there is a setting where you mention something like.
Go to latest instance
Go to latest instance of the user who has logged in
you need to make sure that it goes to the latest instance of the report for the user in question.
It also invlolves setting up folder level security so that user can see only his/her own instances.
Going one level higher might help here - ie, first ensure that the data level security is taken care of by referring to webi report/instances.
Once that is taken care of then look into xcelsius.
Thanks for your Reply.We are using Universe to get the data in the Exceland use Live office to drag and Drop the Objects from the universe.
Can you please tell me what i need to do in Live Office?
Thanks
Pooja
You can setup the Refresh Setting in LiveOffice to On Demand. (“On Demand : From the Database”.)
You can reach this setting from Excel by going to
LiveOffice >> Properties For All Objects >> Refresh tab
Before going to Xcelsius, have you checked if your row level security is working fine by testing a webi report or so ?
Naresh,
Thank You for your Response. LiveOffice >> Properties For All Objects >> Refresh tab. YOu mean to make Check on
Conceal Data on saving:Refresh data to redisplay.
You get the option that I mentioned only when you are using content from an existing webi document.
In your case since you are inserting new query directly without using an existing webi document that is the option you would see. (Conceal Data on saving:Refresh data to redisplay. ) But concealing makes dashboard development difficult (just my personal observation, there might be work arounds for this)
You might also want to take a look at
LiceOffice >> options >> General tab “Refresh Liveoffice object on document open” and also at the Enterprise tab and set it to Windows AD if you are using that method.
I usually prefer using content from Existing web intelligence document as that gives me better options for refresh settings.
I would also test row restriction set by creating a QaaWS with the exact same universe objects as the webi document. You can then implement the CELogonToken flash variable on the xcelsius model to pass on the InfiView user information to the xcelcius dashboard which will then return the data for the particular user based on the row restriction set. I am assuming that your restriction set is designed using @Variable(“BOUSER”) technique.
Can You Please tell me how to
Implement the CELogonToken flash variable on the xcelsius model to pass on the InfiView user information to the xcelcius dashboard which will then return the data for the particular user based on the row restriction set.?
Thanks
Pooja
Sedtting up the CELogonToken flash variable is pretty straight forward. See the attached screenshot. Just point it to an empty cell on your Excel model. Once a dashboard containing the CELogonToken is deployed to BusinessObject Enterprise repository, it will inherit login credentials from InfoView and then pass it to the underlying query. If you have a row level restriction set on the @Variable(“BOUSER”) in the universe and you are using a query designed against this universe on your dashboard, it will apply the restriction set.
As I mentioned in my earlier email, I have not worked with Live Office based Xcelsius dashboards. I think what you were trying to confirm here is first the fact that the underlying WebI document is executing for the logged in user and applying row restriction set. My recommendation is based on a query as a web service connection to a universe. You can create a QaaWS similar to what your live office document’s webi report is and test.
Thanks for your Response. when i open the Excel and connect with the live office the object is Refreshing(Fetching Data from the Server).and takes Time. But when i Export it in Infoview .Still we can see all the Client’s LOV.
1)what do i need to change in Enterprise? and i found that at Crystal Xcelsius there is data manager---->live office connection.
when i import the Xlf file in Xcelsius DO i get the Connetions or i have to give the name in the Defination? and set the Range and at the usage Tab check the option refresh to load?we want dashbaord refresh to open? so that client will see their own LOV based on the Row level setup.
Thanks
Pooja
In the usage tab of the liveoffice component, Check the “Refresh on load” checkbox
Publish your dashboard.
For the particular folder in which your webintelligence document is located,
the folder security should be set in such a way that every user is able to see only his/her own instances.
“view document instances” is Denied
“view document instances that the user owns” is Granted
Before publishing the swf file the BOE you could even check by generating a swf locally on your machine and logging in as seperate users.
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