EXTENDING REPORTING SERVICES in Visual Basic .NET

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EXTENDING REPORTING SERVICES
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back to Windows-based security and undoing all steps could be quite a hassle, so make sure that you know what you re getting yourself into. Because in most cases the main purpose of using custom security is to allow reports to be requested by URL, you may have to take extra steps to protect the data. For example, you will need to ensure that a customer can see only her order history data by filtering the orders at the data source. There may be other trade-offs applicable to your particular situation.
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Now that you ve seen at a high level how custom security works, let s examine its implementation details. 13.4.1 Design goals and trade-offs Here is our hypothetical scenario. AWC wants to implement a report that lets webbased customers log in and view their order history. You ve created a report called Customer Orders Custom Auth. To ensure secure access to the Report Server, you use a custom security extension to authenticate and authorize the report requests. Here are the high-level requirements for this solution: Allow customers to access reports by URL. Enforce restricted access to the Report Server by implementing a custom security extension. Authenticate users against a user profile store. In this case, the profile store will be represented by the Individuals table in the AdventureWorks database. Implement horizontal data filtering at the data source based on the user s identity to ensure that a customer can see only her own orders. Implement the necessary infrastructure to provide administrator-level access to the Report Server using a designated admin account. Support assigning customers to groups for easier maintenance. Creating rolebased security policies for hundreds and thousands of web customers is impractical. Instead, a better approach is to assign customers to groups; for example, Individual or Store groups, to reflect the existing customer types in the AdventureWorks database. The implementation will be subject to the following trade-offs: To keep the solution as lightweight as possible, you won t require the customer to enter a password Needless to say, in real life, you should provide authentication that s as robust as possible. The Microsoft custom security sample shows you some practical techniques for using strong passwords. Once again, consider using SSL to secure the connection to the Report Server. For the sake of simplicity, you won t provide the database infrastructure needed to support organizing customers in groups Instead, you will use the customer s identifier as a username and a hardcoded group name called Individual. During IMPLEMENTING CUSTOM SECURITY 485
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the authorization stage, you check the name and, if it is a valid number, you assume that the customer belongs to the Individual group. In real life, your authorization logic typically makes a database call to determine the level of access the user has based on his group membership. Unlike with the Microsoft custom security sample, you won t be implementing a login form to log the user into the Report Server in case the session has expired or the user has bypassed the application authentication Having too many login screens might be confusing for the user and could present a security risk. Instead, this design pattern promotes a single logon to both the application and the Report Server, which will be the responsibility of the application. In cases where the user requests an RS resource without being authenticated or the RS cookie session has expired, you display an error page and prompt the user to log in again to the web application. Now, let s see how this solution works from an end-user perspective. 13.4.2 Intranet reporting with custom security Let s assume that AWC customers have been already registered and their profile data is captured in the Individual table. The first step that you as the report administrator need to take is to grant the users access to view the appropriate reports. Setting up role-based security policies This step should look familiar to you. You use the Report Manager portal to create role-based security policies for AWC customers. In real life, the Report Manager portal won t be configured for Internet access, and only a few privileged users are assigned as administrators. Ideally, you should be able to configure the Report Manager with Windows-based security for user authentication, while the Report Server could be configured with custom security. However, as we ve mentioned, currently RS doesn t support a mixed security model. For this reason, once we switch to custom security, we need to take care of authenticating the user s access to the Report Manager, as well as the Report Server. Therefore, once the user accesses the Report Manager, the authentication screen shown in figure 13.19 is displayed.
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