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How block users Save Search Filters

  • 1.  How block users Save Search Filters

    Posted 12-11-2015 08:21 AM

    The version 14.1.02 brings a new feature called "Save Search Filters" allowing to users create your own Stored Queries. This news is a good news for users but can be a problem for administrators.

     

    For standard reasons, in my company the operational "Roles" must have the same "Scoreboard" and create new folder is not allowed but the Managers can customize filters.

     

    We could disable this new feature as described at https://docops.ca.com/display/CASM1401/Save+Search+Filters#SaveSearchFilters-EnableorDisablePersonalizedSearchOptions but as I wrote, we want this in some Roles.

     

    So, how can I control this? I believe there are many ways to do that but I found only one. My solution is based on Data Partition but the Table Cr_Stored_Queries is not a Controlled Table, then be warned: there is not sure that it is allowed by CA.

     

    In this post https://communities.ca.com/thread/241700161 we can see it isn't a common sense. And this document on Knowledge Base is not clear about this: http://www.ca.com/us/support/ca-support-online/product-content/knowledgebase-articles/tec591368.aspx

     

    So, run it on your own risk.

     

    1 - Firstly insert the table "Cr_Stored_Query (crsq)" as a Controlled Table.

     

    Creat a file with this content:

    TABLE Controlled_Table
      del desc obj_name sym
      { "0" ,"Stored Queries Table" ,"crsq" ,"Cr_Stored_Queries" }
    

     

    then run this command: 

    "pdm_load -i -f File_Name"
    

     

    2 - Recycle SDM (I restart all the enviroment, but maybe is more simple like kill a single daemon).

     

    3 - Now you can block users in operational roles to create Saved Search Filters. Open the Roles Data Partition and insert it as following:

     

    Type     -            Table               -    Restriction    -         Active

    Create  -   Cr_Stored_Queries  -     id=1             -         Active

     

    3 - For Management Roles, we had a requirement. We have Managers distributed in many Processes and we need some way to organize and manage the Stored Queries, avoiding the SDM Administrators to modify personal searches instead queries from standarlized Scoreboard of the operational Roles.

     

    The solution was a restriction to make standards based on the labels. Here is what we use:

     

     

    I hope this post to be useful. Of course, as I said, there are other ways, like modifying forms (removing the buttons Save Search Filter) but I did not find the exact form to edit. The list_forms don't have this code. I believe it is on js forms.

     

    Thanks EricoDellaVallePrezzi76043714 for the help.



  • 2.  Re: How block users Save Search Filters

    Posted 12-11-2015 02:06 PM

    Thanks for sharing this tip with the community!

    Fabiano Lopes Domingues wrote:

     

    The version 14.1.02 brings a new feature called "Save Search Filters" allowing to users create your own Stored Queries. This news is a good news for users but can be a problem for administrators.

     

    For standard reasons, in my company the operational "Roles" must have the same "Scoreboard" and create new folder is not allowed but the Managers can customize filters.

     

    We could disable this new feature as described at https://docops.ca.com/display/CASM1401/Save+Search+Filters#SaveSearchFilters-EnableorDisablePersonalizedSearchOptions but as I wrote, we want this in some Roles.

     

    So, how can I control this? I believe there are many ways to do that but I found only one. My solution is based on Data Partition but the Table Cr_Stored_Queries is not a Controlled Table, then be warned: there is not sure that it is allowed by CA.

     

    In this post https://communities.ca.com/thread/241700161 we can see it isn't a common sense. And this document on Knowledge Base is not clear about this: http://www.ca.com/us/support/ca-support-online/product-content/knowledgebase-articles/tec591368.aspx

     

    So, run it on your own risk.

     

    1 - Firstly insert the table "Cr_Stored_Query (crsq)" as a Controlled Table.

     

    Creat a file with this content:

    1. TABLE Controlled_Table 
    2.   del desc obj_name sym 
    3.   { "0" ,"Stored Queries Table" ,"crsq" ,"Cr_Stored_Queries"

     

    then run this command:

    1. "pdm_load -i -f File_Name" 

     

    2 - Recycle SDM (I restart all the enviroment, but maybe is more simple like kill a single daemon).

     

    3 - Now you can block users in operational roles to create Saved Search Filters. Open the Roles Data Partition and insert it as following:

     

    Type     -            Table               -    Restriction    -         Active

    Create  -   Cr_Stored_Queries  -     id=1             -         Active

     

    3 - For Management Roles, we had a requirement. We have Managers distributed in many Processes and we need some way to organize and manage the Stored Queries, avoiding the SDM Administrators to modify personal searches instead queries from standarlized Scoreboard of the operational Roles.

     

    The solution was a restriction to make standards based on the labels. Here is what we use:

     

     

    I hope this post to be useful. Of course, as I said, there are other ways, like modifying forms (removing the buttons Save Search Filter) but I did not find the exact form to edit. The list_forms don't have this code. I believe it is on js forms.

     

    Thanks EricoDellaVallePrezzi76043714 for the help.



  • 3.  Re: How block users Save Search Filters

    Posted 12-11-2015 06:40 PM

    Hi Fabiano,

     

    You said 'This news is a good news for users but can be a problem for administrators.' --- We just began our 14.1 upgrade project, and I'm interested to hear why you think the ability to save your searches can be a problem for administrators?


    Thanks,

    Tammy

     



  • 4.  Re: How block users Save Search Filters

    Posted 12-14-2015 01:38 PM

    Hello!

    I work for a Brazilian State Company what means here any problem is really big!

    We have many roles but only 2 types: operational roles and managing roles.

    By internal reasons (process definitions) and a big number of SDM users, the operational roles must have the same interface for all Analysts (we have many users with different knowledge levels).

    For this reason, allow the operational users modify or create your own Scoreboards can be a problem. In other words: standardization.

    This problem does not exists in managing role, where the new feature is welcome due the different user profile.

     

    About the upgrade, we had some issues. I advice you read this posts:

     

    Additional_Where for Group and Assignee Fields doesn't work with new feature "User and Group Assignment"

    CA SDM 14.1.02 Installation on Advanced Availability Environment 

    Knowledge Base export doesn't handle special characters (Portuguese language)