How to configure List Of Values prompt to enforce CA Service Desk Manager (CA SDM) Data Partitions while viewing a Web Intelligence (WEBI) report?

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Article ID: 49262

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Updated On:

Products

CA IT Asset Manager CA Software Asset Manager (CA SAM) ASSET PORTFOLIO MGMT- SERVER SUPPORT AUTOMATION- SERVER CA Service Desk Manager - Unified Self Service KNOWLEDGE TOOLS CA Service Management - Asset Portfolio Management CA Service Management - Service Desk Manager

Issue/Introduction

Description:

CA Service Desk Manager and CA Business Intelligence (CABI) can be configured to enforce CA SDM Data Partitions. To accomplish this, the CA SDM CABI Universe needs to be configured to enforce Data Partitions. TEC565067 covers this configuration process in detail. Once this is completed, depending on the SDM running a CABI report, the WEBI report would show the report content enforcing the user's CA SDM Data Partition constraints..

However, if the CABI WEBI reports have some fields set to prompt when viewing the report, these prompts would normally show data from a previous instance that the report was executed. This document covers which option needs to be set to force prompts dialogs to have the correct Data Partition constraints enforced.

Consider the following SDM configuration scenario:

  • User1/password1 exists in CA SDM and CABI

  • User2/password2 exists in CA SDM and CABI

  • Request areas Area1, Area2 and Area3 exists in CA SDM

  • Req1, Req11, Req111 are Requests created against Area1 in CA SDM

  • Req2, Req22, Req222 are Requests created against Area2 in CA SDM

  • Req3, Req33, Req333 are Requests created against Area3 in CA SDM

  • User1 in CA SDM is restricted to view only the requests created under Area1

  • User2 in CA SDM is restricted to view only the requests created under Area2

  • Both User1 and User2 can view requests created under Area3

The following steps can be followed to create a simple CABI WEBI report to highlight the problem that will be later addressed:

  1. Login to CABI InfoView as User1

  2. Create a new CABI WEBI document using the 'CA Service Desk Universe' Data Source.

  3. Drag and drop some CABI SDM objects into the Query Result Panel (i.e. Request -> Request Details -> RefNum, Request Area)

  4. Drag and drop an object into the Filter Panel (i.e. Request Area from the Query Result Panel)

  5. Set the object in the Filter Panel as a prompt.

  6. Click Prompt Properties and select the 'Prompt with List of Values' and 'Keep last value selected' options.

  7. Click OK.

  8. Click Run Query to execute the report.

  9. When the prompts appear, select both Area1 and Area3 as values and view the report. The report data should show requests from both Area1 and Area3. Note - Area2 is not visible in the Prompt for Values nor the report data because of the Data Partition enforcement for User1.

  10. Save the CABO WEBI document to a public folder which CABI User2 has Read-Write access to.

  11. Close the WEBI report and logout User1 from CABI Infoview.

  12. Login to CABI Infoview as User2 .

  13. Locate the report saved in Step #10 above. Right click the report tile and select View.

  14. Click the Refresh Data button.

  15. The prompt window for Request Area is displayed. Notice that the available list of values includes Area1 and Area3, but not Area2 to which User2 has access.

Note: Hitting the refresh button on the Prompt Window will update the list to show both Area2 and Area3. Users have a tendency to ignore the list if it is too long. As a result, the resulting data in the report does not appear correctly.

Solution:

Perform the following modifications to the WEBI CABI report so that the Prompt List of Values have the correct Data Partition constraints enforced:

  1. Login to CABI Infoview as either User1 or User2.

  2. Locate the report created saved in Step #10 above. Select Edit Query button.

  3. Locate the prompt filter 'Request Area'.

  4. Right-click on the prompt filter to display the Properties Window.

  5. De-select the option "Keep last value selected".

  6. Click OK and save the report.

The following results will now be seen, enforcing Data Partition constraints on the Prompt List of Values:

  1. When User1 refreshes the report, the prompt for Request Area would show Area1 and Area3.

  2. When User2 refreshes the report, the prompt for Request Area would show Area2 and Area3.

Environment

Release: UAPMAC990JPP-12.6-Asset Portfolio Management-Asset Configuration
Component: