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Managing security is really a balanced exercise and even more so in Hyperion Planning. On the one hand, the administrator must satisfy management?s requirements that only users who require to see the info can have use of your data. On the other hand, the administrator must find ways to make sure the security model can be managed and maintained.
These two requirements don?t often work together.
Management, of course, really wants to implement security on all areas from the planning cube. After all, it really is natural for management to demand strict secrecy in a very planning application. Planning information is extremely sensitive because it describes the future from the company. Management is correct to require complex security rules and segregation of data.
Managing multiple groups along multiple dimensions can be a daunting task. Keeping track of which users go ahead what group combined with the applicable filters requires careful consideration and special awareness of details. It is an administrator?s nightmare. Administrators often have to depend on spreadsheets to keep up master lists of users, groups, filters, roles, etc.
To make it might be easier, here are some hints on what does and doesn?t work:
? Nesting groups within groups ? This method can save a lot of time when establishing the groups. However, it can be hard to maintain because individual users don't appear directly within the group. For example, to see which access a certain users has, the admin must open several groups before the answer is found.
? ExportSecurity.cmd and ImportSecurity.cmd ? Managing filters in Planning by using the security features in Workspace is cumbersome and slow. Using the ImportSecurity.cmd is simple, quick and efficient. In addition, the source file utilized to upload the safety information could be used for back-up and documentation.
? File system in Shared Services ? Using this utility to make changes to Groups and Users offers the same benefits described within the above item.
? Define groups that mimic the dimension structure ? It is tempting to create a group for each function or team. Using this approach will cause creating a huge variety of groups. Mimicking the dimension structure allows the administrator to adopt advantage of the ?intersection? idea of multi dimensional databases. For example, within an environment were security is defined across the cost center, entity, account, version and scenario dimensions, the user gets access in line with the intersection with the cost center, entity, account, version and scenario groups.
? ?Super Groups? ? A super group is a group which includes all users within it. You can use such groups to control entry to the Planning dimensions for example account, version and scenario. Since the Planning dimensions must have security enabled, they might also share exactly the same access for those users. For example, all users has to be capable to write to the active scenario and version. In this case, utilize ?Super Group? to provide everyone use of these dimensions.
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