In This Section:
When security levels defined for applications, databases, users, and groups are insufficient, Essbase security filters give you more specific control. Filters enable you to control access to individual data within a database by defining what kind of access is allowed to which parts of the database, and to whom these settings apply.
Filters control security access to data values, or cells. You create filters to accommodate security needs for specific parts of a database. When you define a filter, you designate restrictions on particular database cells. When you save the filter, you give it a unique name to distinguish it from other filters, and the server stores it in essbase.sec, the security file. You can then assign the filters to any users or groups on the server.
For example, a manager designs a filter named RED and associates it with a database to limit access to cells containing profit information. The filter is assigned to a visiting group called REVIEWERS, so that they can read, but cannot alter, most of the database; they have no access to Profit data values.
The metaread access level overrides all other access levels. If additional filters for data are defined, they are enforced within any defined metaread filters.If you have assigned a metaread filter on a substitution variable and then try to retrieve the substitution variable, an unknown member error occurs, but the value of the substitution variable gets displayed. This is expected behavior.Metadata security cannot be completely turned off in partitions. Therefore, do not set metadata security at the source database; otherwise, incorrect data may result at the target partition.When drilling up or retrieving on a member that has metadata security turned on and has shared members in the children, an unknown member error occurs because the original members of the shared members have been filtered. To avoid this error, give the original members of the shared members metadata security access.
Any cells that are not specified in the filter definition inherit the database access level. Filters can, however, add or remove access assigned at the database level, because the filter definition, being more data-specific, indicates a greater level of detail than the more general database access level.
Calculation access is controlled by permissions granted to users and groups. Users who have calculate access to the database are not blocked by filters—they can affect all data elements that the execution of their calculations would update. When Essbase is in native security mode, calculation access is also controlled by minimum global permissions for the application or database.
You can create a filter for each set of access restrictions you need to place on database values. You need not create separate filters for users with the same access needs. After you have created a filter, you can assign it to multiple users or groups of users. However, only one filter per database can be assigned to a user or group.
If you use a calculation function that returns a set of members, such as children or descendants, and it evaluates to an empty set, the security filter is not created. An error is written to the application log stating that the region definition evaluated to an empty set.
Check the naming rules for filters in Limits.
To create a filter, use a tool:
Figure 147, How Filters Affect Data AND/OR Relationships illustrates different ways to control access to database cells. Data can be protected by filtering entire members or by filtering member combinations.
Filtering on member combinations (AND relationship) does not apply to metaread. Metaread filters each member separately (OR relationship).
All data for Sales is blocked from view, as well as all data for January, inside and outside of the Sales member. Data for COGS (Cost of Goods Sold), a sibling of Sales and a child of Margin, is available, with the exception of COGS for January.
To filter data for member combinations, define the access for each member combination using a row in Filter Editor. In filter definitions, two member sets separated by a comma are treated as union of those two member sets (an AND relationship).
Substitution variables enable you to more easily manage information that changes regularly. Each substitution variable has an assigned name and value. The Database Manager can change the value anytime. Where a substitution variable is specified in a filter, the substitution variable value at that time is used.
For example, if you want a group of users to see data only for the current month, you can set up a substitution variable named CurMonth and define a filter (MonthlyAccess) wherein you specify access, using &CurMonth for the member name. Using an ampersand (&) at the beginning of a specification identifies it as a substitution variable instead of a member name to Essbase. Assign the MonthlyAccess filter to the appropriate users.
Each month, you need to change only the value of the CurMonth substitution variable to the member name for the current month, such as Jan, Feb, and so on. The new value will apply to all assigned users.
You can use filters to restrict access to data for base members sharing a particular attribute. To filter data for members with particular attributes defined in an attribute dimension, use the attribute member in combination with the @ATTRIBUTE function or the @WITHATTR function.
@ATTRIBUTE and @WITHATTR are member set functions. Most member set functions can be used in filter definitions.
The next time user PJones connects to Sample.Basic, he has no access to the data values for any base dimension members associated with Caffeinated_False. His spreadsheet view of first-quarter cola sales in California:
Sales data for Caffeine Free Cola is blocked from view. Note that Caffeine Free Cola is a base member, and Caffeinated_False is an associated member of the attribute dimension Caffeinated (not shown in the above spreadsheet view).
Metadata filtering provides an additional layer of security in addition to data filtering. With metadata filtering, an administrator can remove outline members from a user's view, providing access only to those members that are of interest to the user.
When a filter is used to apply MetaRead permission on a member,
Data for all ancestors of that member are hidden from the filter user’s view.
Data and metadata (member names) for all siblings of that member are hidden from the filter user’s view.
After you define filters, you can assign them to users or groups, which lets you manage multiple users who require the same filter settings. Modifications to the definition of a filter are automatically inherited by users of that filter.
To assign a filter to a user or group, see Assigning Database Calculation and Filter Access.
You should define a MetaRead filter using multiple rows only when the affected member set in any given row (the metaread members and their ancestors) has no overlap with MetaRead members in other rows. It is recommended that you specify one dimension per row in filters that contain MetaRead on multiple rows. However, as long as there is no overlap between the ancestors and MetaRead members, it is still valid to specify different member sets of one dimension into multiple MetaRead rows.
For example, in Sample Basic, the following filter definition has overlap conflicts:
In the first row, applying MetaRead to California has the effect of allowing access to California but blocking access to its ancestors. Therefore, the MetaRead access to West is ignored; users who are assigned this filter will have no access to West.
If you wish to assign MetaRead access to West as well as California, then the appropriate method is to combine them into one row:
FINPLAN R CAPPLAN W PRODPLAN N
FINPLAN N CAPPLAN N PRODPLAN W
FINPLAN R CAPPLAN W PRODPLAN W
FINPLAN R PRODPLAN N
FINPLAN N PRODPLAN W
FINPLAN R PRODPLAN W