Secure cubes, dimensions, processes, and chores

Modelers can manage security settings for cubes, dimensions, processes, and chores in the security editor.

Note: You must assign security for dimension hierarchies independent of the parent dimension. Hierarchies do not inherit security from the parent dimension. Security for hierarchies must be set in the }DimensionSecurity control cube. For details, see Manage security for dimension hierarchies.

Procedure

  1. On a modeling workbench, expand the database for which you want to manage security on the Databases tree, then right-click either theCubes, Dimensions, Processes, or Chores node.
  2. Click ObjectName Security. For example, Cube Security or Chore Security.

    A modified view of the applicable control cube opens, with individual database objects on the row axis and user groups on the column axis.

    For example, here's the view of the }DimensionSecurity control cube you see when you click Dimensions > Dimension Security.

    Example of the security editor

    You can assign these security levels for objects:

    NONE
    Members of the user group have no access to the object and cannot see or use the object. When NONE is selected, the cell is blank in the editor.
    READ

    Members of the user group can view objects, but cannot write to the objects.

    WRITE
    Members of the user group can view and update objects.
    RESERVE

    Members of the user group can view and edit objects, and can temporarily reserve objects to prevent other users from updating them.

    LOCK

    Members of the user group can view and edit objects, and can permanently lock objects to prevent all users (including the person who set the security) from updating them.

    ADMIN

    Members of the user group have complete access to objects.

    Use these options to assign security for objects on the Planning Analytics database:

    • To assign security for a single user group to a single object, double-click the cell at the intersection of the user group and object, then click the desired security level.
    • To assign security to multiple adjacent cells, click the first cell and SHIFT+click the last cell, then right-click the last cell and click Cell security.
    • To assign security to multiple nonadjacent cells, CTRL+click each cell, then right-click the last cell and click Cell security.
    • To assign security for an entire row, right-click the element name on the row header, then click Cell security. You can also use CTRL+click or SHIFT+click to select multiple rows.
    • To assign security for an entire column, right-click the element name on the column header, then click Cell security. You can also use CTRL+click or SHIFT+click to select multiple columns.
  3. You can sort or filter the items in a row or column. Right-click a row or column header, then click either Sort or Filter.
  4. Click Add group icon on the security editor to create a new group on the Planning Analytics database. You can then immediately apply object security to the new group.
  5. (Cloud only) Click Add groups icon to import groups that exist in Planning Analytics Workspace to the Planning Analytics database.

    The groups you select are added to the database. In addition, any users within the groups are also added to the database and assigned to the appropriate groups. You can then immediately apply object security to the new groups.

    You cannot import groups that exist in Planning Analytics Workspace to the Planning Analytics database on Planning Analytics Workspace Local.