Page Comparison

AVAILABLE SECURITY FUNCTIONS

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h2. Overview
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The following is a list of security functions available in Yellowfin and their associated definitions.  They have been grouped into sub sections to assist you to identify how and when these functions are used.

||Function||Description||
||General|| ||	
|*Report Access CRUD*|Allow users to log in to Yellowfin and view, edit, create, and delete reports|
|*User Profile*|Allow users to update their user profile|
|*Draft Content List*|Shows a list of draft content on the Dashboard and Browse pages.|
|*Favourites*|Allow users to add reports to their favourites list|
|*Export Reports to CSV*|Allow users to export report results to CSV|
|*Export Reports and Dashboards to DOC*|Allow users to export content items to DOC|
|*Export Content to PDF*|Allow users to export content items to PDF|
|*Export Reports and Dashboards to RTF*|Allow users to export content items to RTF|
|*Export Reports and Dashboards to XLS*|Allow users to export content items to XLS|
|*Bookmarks and Snapshots*|Allows users to create and use bookmarks and snapshots|
||Dashboard|| ||
|*Personal Dashboard CRUD*|Gives users access to the dashboard page, and allows them to create their personal dashboard, visible only to them.|
|*Hide Dashboard Maximise Report*|Hide the maximise option on dashboard reports|
|*Hide Dashboard Report Menu*|Hide the drop-down menu on reports on the dashboard|
|*Public Dashboards CRUD*|Allows users to create and edit Public dashboards.|
|*Disable Add Existing Tab*|Prevents users from adding existing tabs from the Browse Page or the Pre-Built Tab option to their dashboard.|
||Report List|| ||
|*Hide Report List*|Hide the report list page|
|*Hide Advanced Report Search*|Hide the advanced search on the report list page|
|*Hide Columns Option (Report List)*|Hide the columns option on the report list page. Users will not be able to change the columns displayed|
|*Hide Report Details (Report List)*|Hide the report details on the report list page|
|*Approval Administration*|Allow users to see outstanding report approvals|
|*Draft Public Reports*|Allow users to see draft versions of public reports created by other users|
||Report Builder|| ||
|*Report Types*|Allow users to create freehand SQL reports, and Jasper reports|
|*Public Reports CRUD*|Allow users to create and edit public reports|
|*Versioned Reports*|Allows users to archive report result sets, dependent on Content Category Version History settings|
|*Sub Queries*|Allow users to create sub query reports|
|*Ad Hoc Reports*|Allows users to create Ad Hoc reports|
|*Access Filter*|Allow users to set or change the access filter on reports|
|*Related Reports*|Allow users to set up co-display, drill down and drill through functionality|
|*Refresh Dashboard Reports*|Allow users to set a refresh period on dashboard reports|
|*CSV Reports*|Allow users to write reports based on CSV files|
|*Advanced CSV Functionality*|Allow users to perform advanced operations on CSV reports such as selecting the data source|
|*Custom Query Filters*|Allow users to create user prompt drop down filters populated by custom SQL queries|
|*Min/Max default filter values*|Allows users to set default values for cached filters to the minimum and maximum cached value.|
|*Disable Cached Filter Values*|Disable users from caching report filter values|
|*SSRS Reports*|Allows users to create SSRS Reports|
||Report Menu|| ||
|*Broadcast Reports*|Allow users to broadcast reports on a one off or scheduled basis|
|*Distribute Reports*|Allow users to distribute reports on dashboard tabs to other users|
|*Email Reports*|Allow users to send an adhoc email copy of a report|
|*Hide Comments*|Hide the comments menu item. Access to report comments will be removed.|
|*Hide Open Report*|Hide the open report menu item|
|*Hide Report Details (Report Menu)*|Hide the report details item on the report menu|
|*Hide SQL*|Hide report SQL from users. |
|*Multicast Reports*|Allow users to broadcast reports to external users|
|*Multicast Access Filter Reports*|Allows users to broadcast reports with access filters to external users. The credentials of the user who creates the broadcast will be used to send the report to external users.|
|*Hide Report Refresh*|Hide the report refresh menu item|
|*Hide Embed Links*|Removes links to embed reports and dashboards using the Javascript API|
|*Hide External Links*|Removes external direct links to reports and dashboards|
||Storyboard|| ||
|*Storyboards CRUD*|Allows users to view, create, edit or delete Storyboards.|
|*Storyboard Admin*|Allows users to edit and delete any private or public Storyboard.|
|*Public Storyboards*|Allows users to make a Storyboard public.|
|*Storyboard Global Filters*|Allows users to set global filters on Storyboards.|
||Collaboration|| ||
|*Annotations CRUD*|Allow users to Create, Read, Update, or Delete|
|*Timeline*|Allows users to access their timeline.|
|*Connections*|Allows users to connect to other users through their timeline.|
|*Discussion Topics*|Allows users to browse and contribute to discussion topics.|
|*Discussion Admin*|Allows users full access to all discussion topics, including private topics.|
||Configuration|| ||
|*Configuration*|Allow users to modify Yellowfin site parameters|
|*Configure Logon ID*|Allow users to specify how users are authenticated|
|*Configure Page Format*|Allow users to configure the page layout (integration settings, etc)|
|*Configure Support Email*|Allow users to set the support email address|
||Administration|| ||
|*Import*|Allow users to import content from XML files|
|*Export*|Allow users to export content to XML files for backup or transfer to another system|
|*Category Access*|Allow users to configure report categories|
|*System Information*|Allow admin users to view system information|
|*Licence Management*|Allow users to view Yellowfin licence details and upload new licence files|
|*Create and Edit Tags*|Allow users to create and edit tags used in discussions|
|*Client Organisation Management*|Allow users to set up and manage client organisations.|
|*Filter Period Management*|Allow users to choose which Predefined Date Filters are available|
|*Translate Content*|Allows users to translate user entered data on dashboards, reports and views.|
|*Themes CRUD*|Allows users to manage Storyboard Themes.|
||Data Sources & Views|| ||
|*Data Sources CRUD*|Allow users to create, edit, and delete data source connections|
|*OLAP*|Allow users to connect to OLAP data sources|
|*Data Source Admin CRUD*|Allow users to create, edit, and delete all data sources regardless of security restrictions|
|*Source Filters*|Allow users to create data source filters|
|*Database Views CRUD*|Allow users to create, edit, and delete Yellowfin views|
|*Show Draft Views*|Allow users to see views being edited by other users|
|*Stored Procedures*|Allow users to create views against stored procedures|
|*Force Clone Views*|Removes the option to edit existing views directly - users are forced to clone views to edit them|
|*Hide DBMS Messages*|Replaces error messages from DBMS with generic messages|
|*Create CSV Table*|Allow users to create CSV tables within a view|
|*Composite Views*|Allows users to create Composite Views.|
||User Administration|| ||
|*User Management CRUD*|Allow users to create, edit, and delete user accounts|
|*Group Management CRUD*|Allow users to create, edit, and delete user groups|
|*Roles Management CRUD*|Allow users to create, edit, and delete security roles|
|*Hide profile password*|Removes the password reset option in My Profile|
|*Disable profile email change*|Stops users from changing their email address in My Profile|
|*Hide profile User ID*|Removes the User ID option in My Profile|
|*Named User*|Allows a user to bypass concurrent logon limitations.|
|*Restrict Visible Roles*|Restricts the Roles that are visible to a user when adding new users and groups.|
||Web Services|| ||
|*Web Services*|This function is required for a user account that will be used to log in to Yellowfin web services|
|*Disable Mobile Access*|Stops a user from accessing reports via a native mobile application.|

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