Description:
This document outlines the steps required configure CA Business Intelligence (CABI) to restrict information displayed on reports based on Multi-Tenancy and Data Partition rules.
Solution:
Please follow the steps below to configure CABI to restrict information displayed on reports based on Multi-Tenancy and Data Partition rules.
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You also need to specify an appropriate Report Role in Service Desk. Please refer to the Technical Document TEC485041 for details on how to do this.
Once the above steps have been completed, test the CABI reports and ensure that the tenancy and data partition rules are being applied to the report results.
NOTE: If CABI authentication is tied to LDAP and/or if you have multiple CA Service Desk (CA SDM) users who need to be adhered to in respect to data partitions for reporting needs, you would have to:
1. Have those users manually login to CABI at least once for CABI to save the credentials under the Data Source.
2. This can be done using any CABI client tool like Infoview, WEBI Rich Client, Universe Designer, Crystal Reports Developer, Central Management Console etc. The user just needs to login using their credentials. That enables CABI to save those credentials to the Data Source section.
3. Thereafter, CABI reports built on top of the CA SDM Universe, whether they are accessed via the CA SDM Reports tab or directly via Infoview, will enforce the CA SDM data partitions.
4. If the user's password was changed (on the LDAP Server for example), then the user needs to repeat Step #2 above for CABI to recognize the updated credentials. Unfortunately there is no easy solution for this other than the above approach.