Wiki source code of acls

Last modified by Aurelie Bertrand on 2023/12/20 11:54
Show last authors
1 Sommaire :
2
3 {{toc/}}
4
5 = Authorization =
6
7 Authorizations are grouped into 7 sections according to their influence on DigDash Enterprise.
8
9 == DigDash Enterprise Administration Permissions ==
10
11 **Admin> Edit user attributes**
12
13 Users can change the attributes of a user in the "Configuration / User management" page (requires "Admin> Manage users").
14
15 **Admin> Manage license**
16
17 Users can enter the license key provided to them. They can also add or delete users to the license.
18
19 This authorization allows access to the following:
20
21 * __From the DigDash Enterprise home page __: Access to the "Configuration / License management" page
22 * __From Enterprise Studio __: Ability to add a "License" tab to Enterprise Studio (after opening the **Tools / Options** menu  , check "License" in the **Interface** tab  ).
23
24 **Admin> Manage permissions**
25
26 Users can assign / delete permissions to a user in the "Configuration / User management" page (requires "Admin> Manage users").
27
28 **Admin> Manage documents**
29
30 Users can add documents to the document server. They can also update existing documents on the server and delete them.
31
32 This authorization allows access to the following:
33
34 * __From the DigDash Enterprise home page __: Access to the page
35
36 "Configuration / Document Management"
37
38 * __From Enterprise Studio __:
39
40 ◦ Access to the **Tools \ Manage documents** menu
41
42 ◦ Possibility of adding a "Documents" tab to Enterprise Studio (after opening the **Tools / Options** menu  , check "Documents" in the **Interface** tab  ).
43
44 **Admin> Manage authorization groups**
45
46 Users can assign / delete authorization groups to a user in the "Configuration / User management" page (requires "Admin> Manage users").
47
48 **Admin> Manage servers**
49
50 Users can view and modify the parameters of the DigDash Enterprise servers (Enterprise server, LDAP server, ...).
51
52 This authorization allows access to the following:
53
54 * __From the DigDash Enterprise home page __:
55
56 ◦ Access to the "Configuration / Server settings" page
57
58 ◦ Access to the "Configuration / Server status" page in management mode
59
60 * __From Enterprise Studio __: Possibility of adding a "Servers" tab and a "Status" tab to Enterprise Studio (after opening the **Tools / Options** menu  , check "Servers" or "Status" in the **Interface** tab  )
61
62 **Admin> Manage users**
63
64 Users can create, modify, and delete users and roles.
65
66 This authorization allows access to the following:
67
68 * __From the DigDash Enterprise home page __: Access to the "Configuration / Configuration of users" page
69 * __From Enterprise Studio __: Ability to add a "Users" tab to Enterprise Studio (after opening the **Tools / Options** menu  , check "Users" in the **Interface** tab  )
70
71 **Admin> Manage all roles**
72
73 Users can manage all roles on the "Configuration / User management" page (requires "Admin> Manage users"), including those to which they are not attached. Without this authorization, users can only manage the roles to which they are attached and in which they have write rights (since version 2017R1).
74
75 **Admin> Restore configuration**
76
77 **Admin> Save configuration**
78
79 Users can back up or restore the DigDash Enterprise configuration.
80
81 This authorization allows access to the following:
82
83 * __From the DigDash Enterprise home page __: Access to the page
84
85 "Configuration / Management of backups / Backup" or
86
87 "Configuration / Management of backups / Restore"
88
89 **Admin> View server status**
90
91 Users can view the status of the server (memory, connected sessions, refresh, etc.). They can also act on this state if they have the "Admin> Manage servers" right.
92
93 This authorization allows access to the following:
94
95 * __From the DigDash Enterprise home page __: access to the "Configuration / Server status" page
96 * __From Enterprise Studio __: possibility to add a "Server status" tab to Enterprise Studio (after opening the **Tools / Options** menu  , check "Server status" in the **Interface** tab  ).
97
98 == Permissions related to publishing content to a document server ==
99
100 **Content> Update document**
101
102 **Content> Submit a document**
103
104 Depending on the authorization granted, the user can add or update documents.
105
106 These permissions allow access to the following:
107
108 * __From the dashboard __: If the user has the "Submit a document" permission, he can add a new document to the server from a "Documents" portlet ( **Add document** button  ).
109
110 If the user also has the "Update document" permission, he can add an existing document to the server in order to update it ( **Add document** button  ).
111
112 If the user does not have the "Submit a document" permission, the **Add document ** button  is not present in the "Documents" portlet
113
114 [[image:https://doc.digdash.com/xwiki/bin/download/Digdash/deployment/configuration/configuration_guide/WebHome/configuration_guide_fr_html_b30a930cd3267480.jpg?rev=1.1||alt="configuration_guide_fr_html_b30a930cd3267480.jpg"]]
115
116 * __From Enterprise Studio __: If the user has the "Submit a document" permission, he can add a new document to the server when creating a data source ( **Add file to server** button  ).
117
118 If the user also has the "Update document" permission, he can add an existing document to the server in order to update it ( **Add file to server** button  **)** .
119
120 If the user does not have the "Submit a document" permission, the button
121
122 **Add a file to the server ** is grayed out
123
124 [[image:https://doc.digdash.com/xwiki/bin/download/Digdash/deployment/configuration/configuration_guide/WebHome/configuration_guide_fr_html_a1b122946ca6adcc.jpg?rev=1.1||alt="configuration_guide_fr_html_a1b122946ca6adcc.jpg"]]
125
126 == Feed refresh permissions ==
127
128 **Scheduler> {{glossaryReference glossaryId="Glossary" entryId="Rafraîchissement"}}Schedule{{/glossaryReference}} refreshes**
129
130 Users can program the refresh rate of an information portfolio or data source.
131
132 __Note__ : In order for the data sources and information flows to be updated during the refresh, you must add the following permissions to the user:
133
134 * "Portfolio> Refresh a feed"
135 * "Portfolio> Refresh a role flow" This authorization allows access to the following elements:
136 * __From Enterprise Studio __:
137
138 ◦ Programming of flows and portfolios: After right-clicking on the portfolio or flow, **Properties** menu  **…** , adding a programming from the **Programming** tab  **:**
139
140 [[image:https://doc.digdash.com/xwiki/bin/download/Digdash/deployment/configuration/configuration_guide/WebHome/configuration_guide_fr_html_c6a730fc5635644e.jpg?rev=1.1||alt="configuration_guide_fr_html_c6a730fc5635644e.jpg"]]
141
142 ◦ Programming of data sources: After editing the data source, adding a programming from the **Refresh** tab  **:**
143
144 [[image:https://doc.digdash.com/xwiki/bin/download/Digdash/deployment/configuration/configuration_guide/WebHome/configuration_guide_fr_html_22f3f220f502b4e6.jpg?rev=1.1||alt="configuration_guide_fr_html_22f3f220f502b4e6.jpg"]]
145
146 == Information portfolio permissions ==
147
148 **Portfolio> Add a feed**
149
150 Users can add an information feed to a personal information portfolio
151
152 This authorization allows access to the following:
153
154 * __From Enterprise Studio __: Adding an information flow in the user's portfolio
155
156 **Portfolio> Add a role feed**
157
158 Users can add an information flow to a role information portfolio, if they have write access to this role. This authorization allows access to the following:
159
160 * __From Enterprise Studio __: Adding an information flow to the user role portfolio
161 * __From the dashboard __: Addition of an information flow in the portfolio of a role from a "Query on data" window. The user must also have the “Portfolio> Save the portfolio of a role” authorization.
162
163 **Portfolio> Open a role's portfolio**
164
165 Users can open role portfolios.
166
167 This authorization allows access to the following:
168
169 * __From Enterprise Studio __: **File** menu  **\ Open**  then access to user role portfolios.
170
171 **Portfolio> Refresh a feed**
172
173 Users can refresh the flow of their personal information portfolios.
174
175 This authorization allows access to the following:
176
177 * __From Enterprise Studio __: After right-clicking on a personal information flow, access to the **Update history** ,  **Clear history** ,  **Synchronize ** and  **Synchronize** menus  **for all users** .
178
179 **Portfolio> Refresh a role flow**
180
181 Users can refresh the flow of information created for roles (users must also have the "Portfolio> Refresh flow" permission), if he has the right to refresh on this role.
182
183 This authorization allows access to the following:
184
185 * __From Enterprise Studio __: After right-clicking on a role feed, access to the **Update history** ,  **Clear history** ,  **Synchronize ** and  **Synchronize** menus  **for all users** .
186
187 **Portfolio> Save the portfolio from a role**
188
189 Users can modify the portfolios created for roles.
190
191 This authorization allows access to the following:
192
193 * __From Enterprise Studio __:
194
195 ◦ Adding a flow to the role portfolio (the user must also have the "Portfolio> Add role flow" permission)
196
197 ◦ Modification of the flows existing in the role portfolio (right click on the flow then modification of the flow from the **Properties ** menu  ) ◦ Copy / Paste flows in a role portfolio.
198
199 ◦ Movement of flows in the role portfolio
200
201 ◦ Modification of the portfolio parameters (right click on the portfolio then modification of the name or scheduled refreshments)
202
203 * __From the dashboard __: Adding an information flow to a role's portfolio from a "Data request" portlet (the user must also have the "Portfolio> Add a role flow" authorization)
204
205 == Enterprise Studio permissions ==
206
207 **Studio> Access to the device manager**
208
209 Users can manage the list of devices used.
210
211 This authorization allows access to the following elements __from Enterprise Studio__ :
212
213 * Access to the **Tools \ Device manager** menu
214 * Device configuration from the **Devices ** tab  of information flows
215
216 **Studio> Access to the format manager**
217
218 Users can manage the list of formats.
219
220 This authorization allows access to the following elements __from Enterprise Studio__ :
221
222 * Access to the **Tools \ Format manager** menu
223 * Format management since editing data models and graph visualization parameters
224
225 **Studio> Access to the database connection manager ** Users can manage the list of connections.
226
227 This authorization allows access to the following elements __from Enterprise Studio__ :
228
229 * Access to the **Tools \ Database Connection Manager** menu
230 * Addition of a named connection since the creation of SQL, OLAP, Business Objects and NoSQL sources
231
232 **Studio> Access to the predefined functions manager**
233
234 Users can manage the list of devices used.
235
236 This authorization allows access to the following elements __from Enterprise Studio__ :
237
238 * Access to the menu  **Tools \ Manager of predefined functions**
239 * Management of predefined functions from the edition of data models and graph visualization parameters
240
241 **Studio> Access to hierarchy manager**
242
243 Users can manage the list of hierarchies.
244
245 This authorization allows access to the following elements __from Enterprise Studio__ :
246
247 * Access to the **Tools \ Hierarchy manager** menu
248 * Management of hierarchies from the edition of data models** **
249
250 **Studio> Access to the icon manager**
251
252 Users can manage icons.
253
254 This authorization allows access to the following elements __from Enterprise Studio__ :
255
256 * Access to the **Tools \ Icon manager** menu
257 * Management of icons from format editing (accessible to editing data models and parameters for viewing graphics)
258
259 **Studio> Access to the color palette manager**
260
261 Users can manage the list of color palettes.
262
263 This authorization allows access to the following elements __from Enterprise Studio__ :
264
265 * Access to the **Tools \ Color Palette Manager** menu
266 * Management of color palettes since the edition of the parameters of visualization of the graphics.
267
268 **Studio> Access to the script manager**
269
270 Users can manage script libraries.
271
272 This authorization allows access to the following elements __from Enterprise Studio__ :
273
274 * Access to the **Tools \ Script manager** menu
275 * Management of script libraries from the edition of measurements derived from a data model
276
277 **Studio> Access to the style manager**
278
279 Users can manage the style list.
280
281 This authorization allows access to the following elements __from Enterprise Studio__ :
282
283 * Access to the **Tools \ Style manager** menu
284 * Management of styles from the edition of graphic display parameters
285
286 **Studio> Access to the translation manager**
287
288 Users can manage translations.
289
290 This authorization allows access to the following elements __from Enterprise Studio__ :
291
292 * Access to the **Tools \ Translation manager** menu
293 * Management of translations of all metadata used (name of dimensions and measures, names of hierarchies, ...).
294
295 **Studio> Edit a data source**
296
297 Users can edit their data sources.
298
299 This authorization allows access to the following elements __from Enterprise Studio__ :
300
301 * Add, modify and delete a data source from the **Tools \ Data source manager** menu
302 * Modification or creation of a data source from the edition of a user flow
303
304 This authorization only concerns the user data sources, the role data sources being managed by the "Studio> Edit data source for a role" authorization.
305
306 **Studio> Edit a data source for a role**
307
308 Users can edit the data sources created for the roles.
309
310 This authorization allows access to the following elements __from Enterprise Studio__ :
311
312 * Add, modify and delete a role data source from the **Tools \ Data source manager** menu
313 * Editing or creating a data source from editing a role flow
314
315 **Studio> Ignore data model revision notes**
316
317 Users can skip entering revision notes when editing a data model __from Enterprise Studio__. Without this authorization, users are obliged to enter a non-empty revision note each time a data model is edited.
318
319 == Dashboard permissions ==
320
321 **Dashboard> Display a dashboard**
322
323 Users can view their personal dashboards and those of their roles.
324
325 This authorization allows access to the following:
326
327 * "Access to dashboards" page __from the DigDash Enterprise home page__
328
329 **Dashboard> Edit protected pages of a dashboard**
330
331 From the dashboard editor, it is possible to protect the editing of role pages by right-clicking on the page and then selecting  **Protect page** .
332
333 [[image:https://doc.digdash.com/xwiki/bin/download/Digdash/deployment/configuration/configuration_guide/WebHome/configuration_guide_fr_html_62286bff4908b6a8.jpg?rev=1.1||alt="configuration_guide_fr_html_62286bff4908b6a8.jpg"]]
334
335 The user with the “Dashboard> Edit protected dashboard pages” authorization can edit a protected role page.
336
337 **Dashboard> Edit a dashboard**
338
339 Users can create and modify their personal dashboards.
340
341 This authorization allows access to the following:
342
343 * "Dashboard Editor" page __from the DigDash Enterprise home page__
344
345 This authorization does not allow editing of dashboards created for user roles (managed by the “Dashboard> Edit a role dashboard” authorization).
346
347 **Dashboard> Edit a role dashboard**
348
349 Users can create and modify dashboards for roles.
350
351 This authorization allows access to the following:
352
353 * "Dashboard Editor" page __from the DigDash Enterprise home page__
354
355 **Dashboard> Dashboard navigation menu**
356
357 Users can save the current navigation state of a dashboard.
358
359 This authorization allows access to the following:
360
361 * __From the dashboard __, a selection menu is displayed at the top of the dashboard pages. This menu allows you to delete the filters, display the previous, next browsing state and save the current state.
362
363 [[image:https://doc.digdash.com/xwiki/bin/download/Digdash/deployment/configuration/configuration_guide/WebHome/configuration_guide_fr_html_a88e0c10fe70ae6c.jpg?rev=1.1||alt="configuration_guide_fr_html_a88e0c10fe70ae6c.jpg"]]
364
365 **Dashboard> Customizing the dashboard**
366
367 This authorization allows access to the following elements __from the dashboard editor__ :
368
369 * Editing CSS from the **CSS Editor** menu
370 * Adding JavaScript from the **JavaScript Editor** menu
371 * Image backup in public mode (accessible to all users) from the **Image Management** menu  . If the user does not have this authorization, the user can save images for himself or for his roles only.
372
373 [[image:https://doc.digdash.com/xwiki/bin/download/Digdash/deployment/configuration/configuration_guide/WebHome/configuration_guide_fr_html_7592f49f404966d6.jpg?rev=1.1||alt="configuration_guide_fr_html_7592f49f404966d6.jpg"]]
374
375 **Dashboard> Offline dashboard**
376
377 The user can save his dashboard in offline mode.
378
379 This authorization allows access to the following:
380
381 * From the dashboard, an **Offline Mode ** menu  is displayed at the top of the dashboard page.
382
383 == Authorizations linked to flow visualization ==
384
385 **View> Add a comment to a feed**
386
387 **Visualization> Add a comment to a data model**
388
389 Depending on the authorization selected, users can add comments to data models and / or information flows.
390
391 These permissions allow access to the following:
392
393 * From the dashboard, add a comment from the **Add a comment ** menu  appearing on the information flows.
394
395 [[image:https://doc.digdash.com/xwiki/bin/download/Digdash/deployment/configuration/configuration_guide/WebHome/configuration_guide_fr_html_b5f55abd91bf5670.jpg?rev=1.1||alt="configuration_guide_fr_html_b5f55abd91bf5670.jpg"]]
396
397 Adding comments can be done on the data model or the flow (depending on user permissions).
398
399 If the user has two permissions ("View> Add a comment to a data model" and "View> Add a comment to a stream"), the comment is added to the data model by default. The user must check the  **Only on this graph box ** for the comment to be added to the feed.
400
401 [[image:https://doc.digdash.com/xwiki/bin/download/Digdash/deployment/configuration/configuration_guide/WebHome/configuration_guide_fr_html_d7f6b5ee21379e3c.jpg?rev=1.1||alt="configuration_guide_fr_html_d7f6b5ee21379e3c.jpg"]]
402
403 **View> Send an SMS**
404
405 From the dashboard editor, the user can send an SMS indicating the URL of the dashboard on a mobile device.
406
407 The button for sending this SMS only appears if the SMS configuration defined in the "Server settings" page is valid.
408
409 **Visualization> Navigate in a diagram**
410
411 Users can navigate the data displayed in the graphs of their dashboards.
412
413 This authorization allows access to the following elements from the dashboard:
414
415 * Filtering the values ​​displayed in the diagrams from the interactive filter bar displayed at the top of the page (if the user does not have this authorization, the filter boxes are not displayed).
416
417 [[image:https://doc.digdash.com/xwiki/bin/download/Digdash/user_guide/information_flow/studio/WebHome/studio_guide_fr%20%281%29_html_f3d4bf974f2e899f.jpg?rev=1.1||alt="configuration_guide_fr_html_f3d4bf974f2e899f.jpg"]]
418
419 * Interactive filtering from the windows displaying the dimension values ​​(if the user does not have this authorization, the dimension windows displays an error).
420
421 **View> Print a graph**
422
423 **Visualization> Save as CSV**
424
425 **View> Save as PDF**
426
427 **Visualization> Save as PPT Visualization> Save as XLS**
428
429 **View> Save to XLS (without styles)**
430
431 Users can save the elements of their dashboards in the authorized formats: PDF, PPT, XLS (with or without the styles for the tables) or CSV. They can also print them individually.
432
433 This authorization allows access to the following:
434
435 * From the dashboard, save information flows from the Save menus ( **Save in PDF** ,  **Save in PPT** ,  **Save in XLS** ,  **Save in XLS (without styles)** ,  **Save in CSV** ,  **Print** )
436
437 [[image:https://doc.digdash.com/xwiki/bin/download/Digdash/deployment/configuration/configuration_guide/WebHome/configuration_guide_fr_html_5f644826e867a3cc.jpg?rev=1.1||alt="configuration_guide_fr_html_5f644826e867a3cc.jpg"]]
438
439 **View> Delete a feed comment**
440
441 **View> Delete a data model comment**
442
443 **View> See comments**
444
445 From the dashboard, users can view and delete comments on data models or flows.
446
447 These permissions allow access to the following:
448
449 * From the dashboard, display comments from the **View comments ** menu  appearing on items of information flow type.
450
451 [[image:https://doc.digdash.com/xwiki/bin/download/Digdash/deployment/configuration/configuration_guide/WebHome/configuration_guide_fr_html_b5f55abd91bf5670.jpg?rev=1.1||alt="configuration_guide_fr_html_b5f55abd91bf5670.jpg"]]
452
453 * If the user has sufficient permissions, delete the comment by clicking on the red cross to the right of the comment:
454
455 [[image:https://doc.digdash.com/xwiki/bin/download/Digdash/deployment/configuration/configuration_guide/IV_annexes/WebHome/1594033130260-728.png?rev=1.1||alt="1594033130260-728.png"]]