Metadata Security Overview

When we want to share the same report or dashboard with multiple users or organizations so that when they login and view they should be able to view that report for their only specific data then metadata security features are to be used.

This article will brief you to how to hide / show a specified row / column / table / view / data point to a specific user / role / profile / organization in Helical Insight. For doing the same we need to use metadata security options. You can set access type ‘Grant’ or ‘Deny’ for selected Table / Column.

Following are the steps to apply metadata security :

Step1 :  Login into Helical Insight Application.

Step2 : Click on Home Tab home-icon  >>  Adhoc  >> Metadata >> Create

Step3 : Now, select Datasource Type >>  Select Datasource Name

To know More about “Create Metadata” click here

Step4 : On selecting Datasource Name, a default metadata view gets displayed. You can also open an already created metadata and control these access.



Metadata Default view



Step5 : Click on “Security Tab” , a message “Please select Table/Column/View to apply security” is displayed. It means user has to select Table or Column from the list in order to apply metadata security.



security tab default view
Default Security Tab View

Step6: On selecting Table, the default view will be as shown below



security tab table select
Default View on Selecting Table

Step7: Similarly, on selecting Column, the default view will be



security tab column select
Default view on selecting Column

Note: A user can apply metadata security on both tables and columns, but for doing that he will have to first do it for column and then table or vice versa (table and column can not be done together at the same time). If applying on Table then one or more table can be selected. Similarly, in case of Column, one or more column can be selected.

Step8 : Now, enter the following , Click “Validate” button and Click “Apply” button to confirm the security conditions applied. To learn in detail about security options and details please refer to metadata security tab



filled_security_details



Step9 : On clicking “Apply” button, user can see the list of Security Conditions applied to that metadata.



List of Conditions
List of Conditions applied to a Metadata



Step10 : Click on “Save” button.



Step11 :

add : Can be used for adding more security conditions.

refresh : If the same metadata is being used by others concurrently to add certain security conditions, clicking on refresh will show the latest updates on it.

deleteselected : Can be used to delete certain expressions.

filterby : It filters the list of condition based on expression type selected from the “Filter By” list.



filterby-list



explore : it explores condition details



edit : Can be used to modify exiting condition details.



delete : Can be used to remove existing condition.



For Queries, you can post on our Forum

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