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Managing the Report Server
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Your Diagram pane, when fully visible, should look similar to this:
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The PermissionsSalesTerritory table is now joined to the DimSalesTerritory table on the SalesTerritoryGroup column. However, the query still needs to be modified to use this join to filter the dataset by user. 12 Add the following to the end of the WHERE clause:
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and PermissionsSalesTerritory.UserId = @UserID
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13 Click the Verify SQL button to check the query syntax and then
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click OK.
14 Click the Edit Selected Dataset button to the right of the Dataset
list box.
15 Click the Parameters tab in the Dataset dialog box. 16 In the Parameters list, change the value for the @UserID query
parameter to =User!UserID. The Dataset dialog box looks like this:
Managing Security
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9
Managing Security
17 18 19
The expression =User!UserID returns the Windows account for the user running the report, a value that is contained in the User globals collection. Click the OK button. Click the Layout tab, and then click Report Parameters on the Report menu. Click UserID in the Parameters list, click the Remove button, and then click the OK button. When you add a query parameter, a corresponding report parameter is added to the report. However, in this case, the value for the query parameter is provided from an expression, so the report parameter should be removed. Save the solution, and then click the Preview tab to test the report. Your screen should look similar to this:
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When developing reports for your organization, add your Windows account to the permissions table to properly test reports before deployment.
21 In Solution Explorer, right-click the SecuringSourceQuery.rdl report,
and then click Deploy.
Managing Security
Because your Windows account is not in the permissions table, you cannot see any data in the report.
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Part 3
Managing the Report Server
22 Click Start, point to All Programs, right-click Internet Explorer, and
then click Run As. 23 Click The Following User, and then type EuropeDirector as the user and EuropeDirector as the password. 24 Open Report Manager at http://localhost/Reports. 25 Click the DataSecurity folder link, and then click the SecuringSourceQuery report link. The top of the report looks like this:
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If you scroll through the report, you can see that the data in the report includes only United Kingdom, Germany, and France. If a user who is not listed in the permissions table tries to open this report, no data will be displayed, as you experienced when previewing the report in Visual Studio. 26 Close Internet Explorer.
Filtering the Report Data by User
Another way to protect confidential data is to design a report to use the expression =User!UserID to filter the dataset after the query executes. As with the query parameter approach, this approach requires a table of users that can be joined to the dataset. Using this scenario, you still join the permissions table to an existing table in the query. However, instead of using the WHERE clause of the query to filter the data by user, you add the UserId column from the permissions table to the SELECT clause so that it becomes a field in the dataset. Then you add a filter to the dataset that compares the field value with the value returned by the expression =User!UserID.
Managing Security
9
Managing Security
In this procedure, you will add a filter to a report s dataset to limit the display of data in the report during browsing based on the current user.
Important
For this procedure to work correctly, you cannot be logged in to your computer with the Administrator account or the accounts installed by the practice file installation SalesAnalyst, PacificDirector, NADirector, or EuropeDirector. You can log in with any other Windows user account.
Add a filter to a report
1 2 3 4 5
6 7 8 9 10 11 12
Managing Security
In Solution Explorer in Visual Studio, double-click SecuringReportData.rdl to open the report. Click the Data tab. With Detail dataset selected, click the Add table button on the Query Designer toolbar. Double-click the PermissionsSalesTerritory table, and then click the Close button. Click the SalesTerritoryGroup field in the DimSalesTerritory table, and then drag and drop this field onto the SalesTerritoryGroup field in the PermissionsSalesTerrritory table. In the PermissionSalesTerritory table, click UserId to add the column to the query s SELECT clause. Click the Verify SQL button to check the query syntax. Click the Edit Selected Dataset button to the right of the Dataset list box. Click the Filters tab in the Dataset dialog box. Click =Fields@UserId.Value in the Expression list box. Click <Expression in the Value list box. > Expand Globals in the Fields list, click UserID, and then click the Replace button. Alternatively, you can type =User!UserID in the Expression box. Click the OK button.
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