Can you use system location in groups to control data access?


We are on TRIRIGA 3.5.2 and 10.5.2. I’ve recently noticed that in our security groups, there is now a “Location Name” field which is hidden. Is this a placeholder field for a future release? Or can we actually use this field to control data access?

No, record security is currently only supported on Geography and Organization. I am not aware of any current enhancements to add Location-based security.

[Admin: To see other related posts, use the Security Manager tag.]

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How do you control security settings in Document Manager?


I am looking for any resource that will provide information on how security for the Document Manager works with Company level views and Project level views. A couple of preliminary questions. (1) Can security group settings control what action displays or not? I cannot seem to get consistent results when changing settings in a particular security group. (2) Next, when the user is in Project level view, how do you control security settings for the Document Manager in this view?

The Document Manager actions are controlled by access given on the Permissions tab of the folder/document. Access can be: View, Modify, Download, Create, or Full Admin access. (Admin users have access to all actions by default.) For the user who creates a document record, all access to the document is given implicitly.

Similarly for the Project container: Only documents of the project for which the user is the author have all access. Access to other documents in the project is controlled by the access given on the Permissions tab of the folder/document.

[Admin: To see other related posts, use the Document Manager tag.]

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How do you set up a Group object to leverage query sections?


In the IBM TRIRIGA 3.5.3 and 10.5.3 release, the Group object was redesigned to leverage query sections, instead of a single large smart section. The query sections improve the performance and usability of the Members tab by paginating the results, and providing filtering capabilities. These application changes are a part of the IBM TRIRIGA 10.5.3 application upgrade object migration (OM) package, but can be applied to systems running older application versions.

To help anyone who would like to apply the Group enhancements to an environment not running 10.5.3, the 10.5.3_Group_Query_Enhancement.zip can be downloaded from the Attachments tab. This is an unsupported object migration (OM) package that includes the Group form, queries, and workflows that were created to enhance the application. This OM package can be imported into an environment running on the 3.5.3 platform release.

Note: This enhancement requires the 3.5.3 platform release for the “Add” and “Delete” functions to work within the query section. There are new custom tasks that are called by workflows that handle the adding and removing of group member records, when users or groups are selected. Before applying this OM to a production system, the OM package should be tested in a test or development environment first.

[Admin: This post is related to the 03.07.16 post about best practices for managing your security groups. To see other related posts, use the Security tag.]

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Why can’t a non-Admin user see reservable spaces in organization?


We have some reservable spaces with system geography and system organization settings. A non-Admin user also has the same geography settings. There are security groups for reservations, and organizations and geography security groups are assigned to him. The geo and org security groups have the same geo and org as the space and profile. But the non-Admin user still isn’t able to see spaces.

He is only able to see them when the first level of the org hierarchy is provided in the group (i.e. \Organization). But as soon as the second level is given in the group, he isn’t able to see them. Can anyone help me on this? I think there is some issue in the org, but I don’t know exactly where it is.

[Admin: To see other related posts, use the Geography tag or Organizations tag.]

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Why do queries that are expected to display data show nothing?


When running queries against records within the application, expected record results are not displayed. Why do queries that are expected to display data show nothing at all?

Within the application, we have a variety of different settings that can restrict a user’s access to record data. The user’s Security Group can restrict access to records at the module and BO level, but each use case is slightly different. 

Within every user-facing record, on the System tab, there are fields for System Organization, System Location and System Geography. These values operate in conjunction with similar fields on the Security Group and the User’s People record to allow and restrict access to records. 

The key is that as soon as the user is given a defined Organization, Location, and Geography, the fields on the System tab of their People record are populated. Once that happens, each record they create will be seeded with that information as well. So far, all is well and good, but those users who lack similar settings are now unable to see those newly created records, unless their System fields are the same as or located at a higher point in the hierarchy.

Another area to consider is the Security Group settings for Organization and Geography. If a user has no values set on their People record, the application can still restrict access by using the Security Group values. This can cause a problem as the Organization and Geography Security is defaulted to null in the as-shipped application. This essentially gives the security code no starting point for determining access and will not display records.

To recap, if the record data does not align with the data in the user’s People record, or the data in the user’s Security Group, the record will not be displayed. As mentioned, there are a couple of things to look for. As an Admin user, compare the user’s record data with the record that should be displayed, and correct any misaligned data. Also, in the Security Group, set the Organization and Geography to the root of each hierarchy by default. For additional details, please review the following TRIRIGA wiki article: Security Overview.

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IV97599: “Grant Security Access” workflow does not filter properly


The “Grant Security Access – MASSUPDATE” workflow does not filter the groups and licenses correctly, because various tasks in this workflow are not set correctly.

The “Update Records” action on the Grant Security Access form was creating a duplicate of Groups/Licenses on People and My Profile records if the Groups/Licenses selected were the same as the ones added on People and My Profile. Moving forward, we resolved the issue by modifying the workflow “Grant Security Access – MASSUPDATE” to not create any duplicate Groups/Licenses if they are already added to People and My Profile. We also fixed another issue, to create new Groups if the “Clear Existing Security?” check box is checked.

[Admin: To see other related posts, use the Groups tag or License tag.]

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How do you add or remove access to the “Form” action of a report?


I’d like to grant or revoke the access to the “Form” button of a report according to the security group of users. But I haven’t find any options related to this button in the Security Manager.

If you can find the action in the business object when it is selected in Security Manager, then you can control it there. If you cannot find the action, you will not be able to manage it there. Some objects are system objects and cannot be modified. This may be one of them.

[Admin: To see other related posts, use the Security Manager tag.]

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