Setting row-level security for reports

Depending on the user's group, row-level security can be implemented for each report.

To apply row-level security

1. Log in to the Remedy Mid Tier as a Reporting Administrator.
2. Choose Applications > Smart Reporting > Smart Reporting console.
3. On the Remedy Smart Reporting(Smart Reporting) console, choose Administration > Admin Console.
4. From the Data Sources option, click AR System.
5. On the Data Source details, under Security, select Yes for Source Filters.
   An additional step is added to at the top of the page.
6. Click Step 2.
7. In the Filters section, click Add.
8. Select Scheduled SQL Query Data Entry, and click Next.
9. From the Available Filter Types box, click Edit.
10. On the Filter Type dialog box, click Add and enter a unique code and description. Click Add again, and then click Save.
11. On the Filters page, from the Refresh Type options, select Updates will overwrite current entries. All previous records will be deleted.
12. Define a filter query:

    1. Add the filter query.

       Warning

       Notes

       The Login ID field defined in this sample query requires that you concatenate the Smart Reporting customer name with the login ID that the user used when onboarding the customer. In the example, we have used bmc. Replace it with the login ID and customer name as used during onboarding.

       In the filter query defined below, replace Support Group with an available filter type or the new one added in Step 9.

        SELECT 'User ID',

       `CTM:SupportGroupAssocPeopleLookUp`.`Login ID`+'@bmc',

       'Support Group',

       `CTM:Support Group`.`Support Group Name`

       FROM `AR System Schema`.`CTM:SupportGroupAssocPeopleLookUp`

       INNER JOIN `AR System Schema`.`CTM:Support Group`

       ON

       ( `CTM:SupportGroupAssocPeopleLookUp`.`Support Group ID` = `CTM:Support Group`.`Support Group ID`

       )
    2. Set the Frequency for the query.
    3. Click Save.
13. Click the filter name to open the details.
14. To view the filtered data, click Refresh this filter now.
15. Click Step 1 on the top of the page, and then click Save.
    The defined query fetches the user IDs and associated Support Groups.
16. Assign this source filter to the appropriate field in the View to implement row-level security in the reports.
    Following is an example of assigning the source filter to the Assignee Group field in the Incident Management module. Then, you can select the filter when you create a report using the Incident Management view. The report data is restricted to the associated support group of the user who is logged in.
    
    1. On the Smart Reporting console, go to Administration > Admin Console.
    2. Under views, select AR System > Incident Management, and click Edit.
    3. For Edit Type, select Clone and click Continue.
    4. Click Step 2 on the top of the page.
    5. Under Available Fields, expand the Incident detail folder and search for the Assignee Group field.
       Double-click the field to open the field properties.
    6. On the Access tab, from the Access Filter drop-down box, select the Support Group filter you created, and click Save.
    7. Click Step 4 and click Activate.
       Make sure you remove (Clone) from the view name before you click Activate again to activate the view.

Now, when you create a report using the Incident Management view, in the Data section of the report, the Source Filters section is displayed under the Report Data section. Select this option to apply the filter values. Users who log in will see report data based on the support group to which they belong.