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Data Connection Use Permission

  • Recent Updates: August 10, 2022
  • Ⅰ. Overview

    1. Version

    BI server version

    5.1

    2. Application scenarios

    The permission to use a data connection means that a user has the permission to use a data connection and can create server datasets in the data decision system.

    Example

    expected result

    Implementation steps

    Example 1

    Allow users eoco to use data connections to create basic data tables in "Data Preparation"

    1) Set user classification

    2) Open data connection control

    3) Configure the permission to use the data connection "BI Demo"

    4) Configure the management authority of the data authority

    Example 2

    Allows user eoco to create server datasets using data connections in the system

    1) Turn on hierarchical authorization, turn on data connection control

    2) Configure the permission to use the data connection "BI Demo"

    4) Configure the access authority of "Management System > Data Connection"

    Ⅱ. Example 1

    Example in this chapter: Assign the user eoco the "Use" permission of the data connection "BI Demo", so that the user eoco can use the data connection to create DB database tables/SQL data sets in "Data Preparation".

    1. Set user classification

    If the category of "design users" in "platform users" is "unlimited", you do not need to perform the operations in this section.

    If the category of "Data Processing Users"/"Data Analysis Users" in "Platform Users" limits the number of people, you must perform the operations in this section, otherwise the DB database table/SQL data set cannot be created.

    Log in to the data decision-making system with Super Manager, click "Manage > User", select the platform user, and add the user eoco to "BI Data Processing User", as shown in the following figure:

     eoco处理.png

    2. Enable data connection control

    The super administrator logs in to the data decision system, clicks "Manage > Permission >Global Setting", opens the "Data Connection Control" button, and clicks "Save". As shown below:

    Note: If the "Data Connection Control" button is not turned on, the default user does not have the permission to use any data connection.

     数据连接.png

    3. Assign data connection permission

    The administrator logs in to the data decision system, clicks "Manage > Permission > General permission configuration", and selects the rights carrier "Department/Role/User". In this example, the user eoco is selected.

    Select the "Data Connection" tab to configure the "Use" permission of the data connection "BI Demo" for eoco, as shown in the following figure:

     eoco数据权限.png

    4. Assign data management rights

    The administrator logs in to the data decision system, clicks "Manage > Permission > General permission configuration", and selects the rights carrier "Department/Role/User". In this example, the user eoco is selected.

    Select the "Data Authorization" tab to configure the "Manage" permission of the business package "Industry Data" for eoco, as shown in the following figure:

    Note: If the user does not have the management authority of a business package/group, the basic data table cannot be created.

     industry mangge.png

    5. Effect preview

    Log in to the BI project with eoco, and use the data connection "BI Demo" to create a "database table" in "Data Preparation > Industry Data > Retail". As shown below:

     2022-08-10_11-28-01.png

    eoco DB.png

    eocoBI.png

    Log in to the BI project with eoco, and use the data connection "BI Demo" in "Data Preparation > Industry Data > Retail" to create a "SQL dataset". As shown below:

     2022-08-10_11-28-01.png

    eoco sql.png

    2022-08-10_11-35-11.png

    Ⅲ. Example 2

    Example in this chapter: Assign the user eoco the "use" permission of the data connection "BI Demo", so that the user eoco can use the data connection to create server datasets in the system.

    1. Enable data connection control

    The super administrator logs in to the data decision system, clicks "Manage > Permission >Global Setting", activates the "Hierarchical Authorization" button, activates the "Data Connection Control" button, and clicks "Save". As shown below:

     setting.png

    2. Assign data connection permission

    The administrator logs in to the data decision system, clicks "Manage > Permission > General permission configuration", and selects the rights carrier "Department/Role/User". In this example, the user eoco is selected.

    Select the "Data Connection" tab to configure the "Use" permission of the data connection "BI Demo" for eoco, as shown in the following figure:

     eoco数据权限.png

    3. Assign management system access rights

    The administrator logs in to the data decision system, clicks "Manage > Permission > General permission configuration", and selects the rights carrier "Department/Role/User". In this example, the user eoco is selected.

    Select the "Manage" Tab and assign the "Use" permission of the module "Manage > Data Connection" to eoco, as shown in the following figure:

     2022-08-10_11-40-49.png

    4. Effect preview

    eoco log in to the data decision system, click "Manage > Data Connection > Server Dataset", you can use the data connection "BI Demo" to create a server dataset. As shown below:

     2022-08-10_11-43-18.png

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