Table of Contents

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  1. Preface
  2. Introduction
  3. IDD Concepts
  4. Implementation Process
  5. IDD Configuration Manager
  6. Manual IDD Configuration
  7. IDD Global Properties
  8. Appendix A: Sizing and Platform Requirements
  9. Appendix B: Application Components
  10. Appendix C: IDD Security Configuration
  11. Appendix D: Data Security
  12. Appendix E: Example Role-Based Security Configuration
  13. Appendix F: Data Masking
  14. Appendix G: Siperian BPM Workflow Engine
  15. Appendix H: Locale Codes
  16. Appendix I: Troubleshooting
  17. Appendix J: Glossary

Data Director Implementation Guide

Data Director Implementation Guide

Open a Record Using a Single Role

Open a Record Using a Single Role

Users with a single role can open the primary object records if the following conditions are satisfied:
  • Primary object must satisfy all the data security filters that exist on the primary object’s column.
  • Primary object must have at least one record passing the security restrictions enabled on each child tab with data security.
For example, consider a data security model in which a user has the role, Sales Manager- NY and has the following security filters configured:
  • Filter 1: State code is NY.
  • Filter 2: Phone type is Business and Home.
  • Filter 3: Person salutation code is MR.
Using this data security model, consider a scenario where the database has a primary object record, Mr. Steve Nash, who has the billing address in NY state and Business as phone type. User with Sales Manager- NY role can open the Mr. Steve Nash record on the data view as the primary object satisfies filter 3 and its children satisfies filter 1 and filter 2.
Using the same data security model, consider another scenario, where the database has a primary object record, Mr. Carlos Booser, who has the Bill Address in NY state and Mobile as phone type. User with Sales Manager- NY role cannot open the Mr. Carlos Booser record on the data view as it does not pass the restriction enabled on the child tab of Phone type.

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