Managing PeopleSoft Secured Data Access

In this section:

An administrator can manage security access according to individual users or a permission list. The decision for how to manage access is made as a connection option, and the two methods are mutually exclusive.

Regardless of the method for granting access rights to users, the process for managing security access is roughly identical. The administrator can affect security access for a user in the following ways:


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Enabling Access

How to:

Before a PeopleSoft user can run reports against PeopleSoft, security access rights must be granted. The PeopleSoft connection does not automatically enable reporting for every user; instead an administrator must decide which users or permission lists have reporting access.

Note: Switching between users and permission lists is controlled by the Specify Security Access By drop-down menu under Security Parameters on the Update a PeopleSoft Connection window.



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Procedure: How to Enable Security Access
  1. In the PeopleSoft menu, select the connection you want to manage from the Select Connection drop-down list. For details on accessing the PeopleSoft menu, see Accessing the Adapter for PeopleSoft Administrator.
  2. Click Add Access under the Security group.

    xThe Add Security Access to Connection window opens.

    Note: If the security parameter of your connection is set to Class/Permission Lists, the window will allow you to Select Permission Lists rather than Select Users.

  3. Select filtering criteria to reduce the list of users or permission lists, and click Next, or leave the fields blank and click Next to see a full list.

    Note: If you do not use a filter, or your filtered results are very large, the results may be truncated. Use a different filter to reduce the returned results.

    The Add Security Access to Connection window opens.

  4. Select the check boxes in the Add column for the users or permission lists you would like to add access for, or select All to check all those listed.
  5. Click Add Users or Add Permission Lists to add your selections.

Note: When you add users by Permission List, the users will only be granted access to Records with which the added Permission Lists are associated.


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Disabling Access

How to:

You can remove security access from the PeopleSoft menu.



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Procedure: How to Remove Security Access
  1. In the PeopleSoft menu, select the connection you want to manage from the Select Connection drop-down list. For details on accessing the PeopleSoft menu, see Accessing the Adapter for PeopleSoft Administrator.
  2. Click Remove Access under the Security group.

    xThe Remove Security for Connection window opens.

    Note: If the security parameter of your connection is set to Class/Permission Lists, the window will allow you to Select Permission Lists rather than Select Users.

  3. Select the check boxes in the Remove column for the users or permission lists that should be removed, or select All to check all those listed
  4. Click Remove Users or Remove Permission Lists.

    The PeopleSoft connection removes all references to these users or permission lists. After they are removed, the associated users cannot access PeopleSoft data through the PeopleSoft adapter.


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Updating Access

How to:

You can re-synchronize PeopleSoft security metadata when changes occur in the PeopleSoft environment. The following situations require resynchronization:

You do not need to run the security resynchronization routine if row-level security access has changed, based on the security table being updated. This type of security change will be enforced automatically and immediately. If the Query Security Record within a Record Definition has been changed, the synonym must be updated.

Note: A batch mechanism for resynchronization is also available that may be scheduled through a command line execution. For more information, see Advanced Administrative Topics.



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Procedure: How to Re-synchronize Security Rules
  1. In the PeopleSoft menu, select the connection you want to manage from the Select Connection drop-down list. For details on accessing the PeopleSoft menu, see Accessing the Adapter for PeopleSoft Administrator.
  2. Click Re-Synch under the Security group. Security rules are re-synchronized based upon security access settings.

    Processing may take several minutes. Wait for a completion message before attempting other administrative tasks.


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