Difference between revisions of "Security Matrix and the Shadow Applications"
Julia Decker (talk | contribs) |
Julia Decker (talk | contribs) |
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| − | Before you can view any data in the shadow application you need to consider the impact of the security matrix feature. | + | Before you can view any data in the shadow application you need to consider the impact of the '''security matrix''' feature. |
| − | Though you have not applied the security matrix to this application, there is a security matrix in effect in the parent application. This matrix will control visibility through the shadow application. | + | Though you have not applied the security matrix to this [[Application|application]], there is a security matrix in effect in the parent application. |
| + | |||
| + | This matrix will control visibility through the shadow application. | ||
The following rules are important to understand: | The following rules are important to understand: | ||
| − | * If the security matrix is active in the parent application it will apply to the shadow application, provided the shadow application does not have its own security matrix. | + | * If the security matrix is active in the '''parent''' application it will apply to the shadow application, provided the shadow application does not have its own security matrix. |
| − | * If the security matrix is active in the shadow application, it will override the security matrix in the parent application and the parent security matrix will NOT apply. | + | * If the security matrix is active in the '''shadow''' application, it will override the security matrix in the parent application and the parent security matrix will NOT apply. |
==Enabling a Shadow Application Security Matrix== | ==Enabling a Shadow Application Security Matrix== | ||
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In this exercise, you will activate the security matrix for the shadow application and thus override the matrix from the parent application. | In this exercise, you will activate the security matrix for the shadow application and thus override the matrix from the parent application. | ||
| − | 1. Choose the Applications, Contracts – Customer View menu. | + | 1. Choose the '''Applications''', '''Contracts – Customer View''' [[Menu|menu]]. |
| − | 2. Click the Contracts tab. | + | 2. Click the '''Contracts''' tab. |
3. Select both status check boxes. | 3. Select both status check boxes. | ||
| + | |||
| + | [[Image:Uta300.png]] | ||
| − | 4. Click the Find button. | + | 4. Click the '''Find''' button. |
No Items are displayed with the security matrix in place. | No Items are displayed with the security matrix in place. | ||
| Line 23: | Line 27: | ||
Next you will create a matrix within this application. | Next you will create a matrix within this application. | ||
| − | 5. Click Settings, Application Configuration. | + | 5. Click '''Settings''', '''Application Configuration'''. |
| − | 6. Click the Enable Security Matrix check box. | + | 6. Click the '''Enable Security Matrix''' check box. |
| + | |||
| + | [[Image:Uta299.png]] | ||
| − | 7. Click any Save button. | + | 7. Click any '''Save''' button. |
| − | 8. Click the Security Matrix link. | + | 8. Click the '''Security Matrix''' link. |
| − | As you have only selected one role to access this application this is the only role available. | + | As you have only selected one [[Role|role]] to access this application this is the only [[Role|role]] available. |
| + | |||
| + | [[Image:Uta298.png]] | ||
The matrix is only available for Level 1 items as you did not include Level 2 or 3 in the shadow application. | The matrix is only available for Level 1 items as you did not include Level 2 or 3 in the shadow application. | ||
| − | 9. Set the View Permission for All. | + | 9. Set the '''View Permission''' for '''All'''. |
| − | 10. Click the Save button. | + | 10. Click the '''Save''' button. |
| − | 11. Click Contracts tab. | + | 11. Click '''Contracts''' tab. |
The contracts are displayed. | The contracts are displayed. | ||
| + | |||
| + | [[Image:Uta297.png]] | ||
As you have not set any list view there is no way to drill down to an individual contract. | As you have not set any list view there is no way to drill down to an individual contract. | ||
[[Category:Universal Tracking Application]][[Category:Applications]] | [[Category:Universal Tracking Application]][[Category:Applications]] | ||
Revision as of 07:51, 14 September 2007
Before you can view any data in the shadow application you need to consider the impact of the security matrix feature.
Though you have not applied the security matrix to this application, there is a security matrix in effect in the parent application.
This matrix will control visibility through the shadow application.
The following rules are important to understand:
- If the security matrix is active in the parent application it will apply to the shadow application, provided the shadow application does not have its own security matrix.
- If the security matrix is active in the shadow application, it will override the security matrix in the parent application and the parent security matrix will NOT apply.
Enabling a Shadow Application Security Matrix
In this exercise, you will activate the security matrix for the shadow application and thus override the matrix from the parent application.
1. Choose the Applications, Contracts – Customer View menu.
2. Click the Contracts tab.
3. Select both status check boxes.
4. Click the Find button.
No Items are displayed with the security matrix in place.
Next you will create a matrix within this application.
5. Click Settings, Application Configuration.
6. Click the Enable Security Matrix check box.
7. Click any Save button.
8. Click the Security Matrix link.
As you have only selected one role to access this application this is the only role available.
The matrix is only available for Level 1 items as you did not include Level 2 or 3 in the shadow application.
9. Set the View Permission for All.
10. Click the Save button.
11. Click Contracts tab.
The contracts are displayed.
As you have not set any list view there is no way to drill down to an individual contract.
