argos reporting and value based security
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Argos Reporting and Value Based Security. Session ID: 4077 Presenter: Bruce Knox Institution : University of Arkansas. Session Rules of Etiquette. Please turn off your cell phone. If you must leave the session early, please do so discreetly and quietly. - PowerPoint PPT PresentationTRANSCRIPT
Session ID: 4077Presenter: Bruce Knox Institution: University of Arkansas
Argos Reporting and Value Based Security
Session Rules of Etiquette
− Please turn off your cell phone.− If you must leave the session early, please do so discreetly and
quietly.− Please avoid side conversation during the session.
Thank you for your cooperation!
Agenda
− Banner Baseline Fund/Orgn Security Review,How it is setup – How it works
− Verify that Fund/Orgn Security is Enabled− Verify a USER’s access− Quick Conversions to Fund/Orgn Security
Agenda
− Banner Baseline Fund/Orgn Security Review,How it is setup – How it works
Agenda
− Banner Baseline Fund/Orgn Security Review,How it is setup – How it works
− Verify that Fund/Orgn Security is Enabled
Agenda
− Banner Baseline Fund/Orgn Security Review,How it is setup – How it works
− Verify that Fund/Orgn Security is Enabled− Verify a USER’s access
Agenda
− Banner Baseline Fund/Orgn Security Review,How it is setup – How it works
− Verify that Fund/Orgn Security is Enabled− Verify a USER’s access− Quick Conversions to Fund/Orgn Security
What is Banner Fund/Orgn Security?
− Fund/Orgn Security is used in ePrint and many other reporting applications.
− It is a part of Baseline Banner− Requires securing the Query code
What is Banner Fund/Orgn Security?
− Fund/Orgn Security is used in ePrint and many other reporting applications.
What is Banner Fund/Orgn Security?
− Fund/Orgn Security is used in ePrint and many other reporting applications.
− It is a part of Baseline Banner
What is Banner Fund/Orgn Security?
− Fund/Orgn Security is used in ePrint and many other reporting applications.
− It is a part of Baseline Banner− Requires securing the Query code
Fund/Orgn Security Enabled?
Fund/Orgn Security Indicator on Form FOASYSC
Must be Checked ☑
Fund/Orgn Security Enabled?
Fund/Orgn Security Indicator on Form FOASYSC
Must be Checked ☑
This Form allows one to Enable Fund/Orgn Security for the Banner Database Instance.
Fund/Orgn Security Enabled?
Fund/Orgn Security Enabled?
Is Fund/Orgn Security Enabled?
Is Fund/Orgn Security Enabled?
Is Fund/Orgn Security Enabled?
Fund/Organization Security
− The User Profile Maintenance Form (FOMPROF) − Allows Enabling Fund/Orgn Security for a USER
Fund/Organization Security Setup
Master Fund and Master Organization
One can establish the USER as having:
− No Authority− Query Only Authority− Posting Authority
or− Both Posting and Query
Beware of the Master Access Bypass
Warning:
Master Fund and Master Orgn access returns every
Fund and Organization
Instead:
Use the Funds and Organizations on the sub-Forms:
Fund Security Maintenance Form(FOMUSFN)
Organization Security Maintenance Form(FOMUSOR).
Form FOMUSFN Fund Security
Form FOMUSFN Fund Security
Form FOMUSOR Orgn Security
Banner Security: Fund/Orgn Security
-- Banner Security: Fund/Orgn Security via the Banner Tables and Forms:
-- FOBSYSC is the Table that Enables Fund/Orgn Security using Form FOASYSC.-- Y for Enabled (i.e., Check Marked)-- N for Disabled
-- FOBPROF is the Table that allows Master Fund and Orgn to be given using Form FOMPROF.-- FORUSFN and FORUSOR are the tables for the forms used to update Fund/Orgn Security for a USER.-- Form names are FOMUSFN and FOMUSOR, respectively.-- B means the user has both Query and Posting access.-- Q means the user only has Query access. They can see the reports but couldn't post a transaction.-- P means the user only has the ability to Post transactions and not view reports or query information. -- FOBSYSC_FUND_ORG_SECURITY_IND NOT NULL VARCHAR2(1 CHAR)-- FORUSOR_ACCESS_IND NOT NULL VARCHAR2(1 CHAR)-- FORUSFN_ACCESS_IND NOT NULL VARCHAR2(1 CHAR) -- FOBPROF_MASTER_FUND_IND VARCHAR2(1 CHAR)-- FOBPROF_MASTER_ORGN_IND VARCHAR2(1 CHAR)
So, there are four Tables being checked for your Fund/Orgn Security access.
Banner Security: Fund/Orgn Security
>SELECT DISTINCT FOBSYSC_FUND_ORG_SECURITY_IND FROM FOBSYSC; Y N
>SELECT DISTINCT FOBPROF_MASTER_FUND_IND FROM FOBPROF; P QB
> SELECT DISTINCT FOBPROF_MASTER_ORGN_IND FROM FOBPROF; P Q B
> SELECT DISTINCT FORUSFN_ACCESS_IND FROM FORUSFN; P Q B
> SELECT DISTINCT FORUSOR_ACCESS_IND FROM FORUSOR; P Q B
Why you don’t want to just use the Tables Directly
Why you don’t want to just use the Tables Directly
In Argos
Why you don’t want to just use the Tables Directly
This Banner Function makes it work
F_FUND_ORG_SECURITY_FNC (Chart_of_Accounts,
FUND,
ORGN,
As_of_Date, -- default sysdate
Query_or_Post, -- default 'Q',
Which_User_ID) -- default USER
Returns: Y for Yes
N for No
An Example
f_fund_org_security_fnc('Z','14001','3601','','Q','SJAMES')
Just a test in SQL*Plus
BKNOX: ACES> select f_fund_org_security_fnc('Z','14001','3601','','Q','SJAMES')
from dual;
F_FUND_ORG_SECURITY_FNC('Z','14001','3601','','Q','SJAMES')-----------------------------------------------------------------------------------Y
OK, it takes a little more code to do it well
For Fund/Orgn Security to be in use, the Fund/Orgn Security Indicator on FOASYSC must be Y.
from ..., FOBSYSC
where
decode(fobsysc_fund_org_security_ind,'Y',
f_fund_org_security_fnc('Z',ftvfund_fund_code,
ftvorgn_orgn_code,'','',''),'Y')='Y'
and FOBSYSC_EFF_DATE <= SYSDATE
and (FOBSYSC_NCHG_DATE IS NULL OR FOBSYSC_NCHG_DATE > SYSDATE)
and FOBSYSC_STATUS_IND = 'A'
Be sure you are still using Fund/Orgn Security
The final ‘Y’ in the DECODE is the Default value.
from ..., FOBSYSC
where
decode(fobsysc_fund_org_security_ind,'Y',
f_fund_org_security_fnc('Z',ftvfund_fund_code,
'','','',''),'Y')='Y'
and FOBSYSC_EFF_DATE <= SYSDATE
and (FOBSYSC_NCHG_DATE IS NULL OR FOBSYSC_NCHG_DATE > SYSDATE)
and FOBSYSC_STATUS_IND = 'A‘
Banner Fund/Orgn Security
Which Funds and Orgns Can I See?
In Argos
In Argos
In Argos
In Argos
In Argos
Which Funds and Orgns Can a User View
Which Funds and Orgns Can a User View
Which Funds and Orgns Can a User View
Which Funds and Orgns Can a User View
Which Funds and Orgns Can a User View
Which Funds and Orgns Can a User View
A Real Fund/Orgn Query use
), FOBSYSC
where
decode(fobsysc_fund_org_security_ind,'Y',
f_fund_org_security_fnc('Z',OPAL_FUND,OPAL_ORGN,
'','',''),'Y')='Y'
and FOBSYSC_EFF_DATE <= SYSDATE
and (FOBSYSC_NCHG_DATE IS NULL OR FOBSYSC_NCHG_DATE > SYSDATE)
and FOBSYSC_STATUS_IND = 'A'
A Real Fund/Orgn Query
Summary
− Verify that your site has Fund/Orgn Security Active− Use “Which Funds and Orgns Can a User View” QV− Determine and Verify a restricted access USER− First, Build your Query without Fund/Orgn Security− Add the code containing the
F_FUND_ORG_SECURITY_FNC Function
Summary
− Verify that your site has Fund/Orgn Security Active
Summary
− Verify that your site has Fund/Orgn Security Active− Use “Which Funds and Orgns Can a User View” QV
Summary
− Verify that your site has Fund/Orgn Security Active− Use “Which Funds and Orgns Can a User View” QV− Determine and Verify a restricted access USER
Summary
− Verify that your site has Fund/Orgn Security Active− Use “Which Funds and Orgns Can a User View” QV− Determine and Verify a restricted access USER− First, Build your Query without Fund/Orgn Security
Summary
− Verify that your site has Fund/Orgn Security Active− Use “Which Funds and Orgns Can a User View” QV− Determine and Verify a restricted access USER− First, Build your Query without Fund/Orgn Security− Add the code containing the
F_FUND_ORG_SECURITY_FNC Function
Referenced
I first heard of Banner Fund/Orgn Security from Bill PearcePrincipal Consultant, Strata Information Group
Google for BannerFinanceUserGuide7.pdfwhich has a section on Fund/Orgn Security setup
DataBlock Samples
Is Fund/Orgn Security Enabled?
Which Funds and Orgns Can a USER View?
Which Funds and Orgns Can I See?
Which Funds and Orgns Can I See? plus USER display
http://betwinx.com/BannerScripts.htmThe password is: scripts
Or, the Evisions COOP
Thank you!
Bruce Knox at bknox @uaex.eduwww.uaex.edu/bknox/http://betwinx.com/
Argos objects:http://betwinx.com/BannerScripts.htmThe password is: scripts
This presentation ppt:http://betwinx.com/Argos2012bknox.pptx
Questions?
Thank you for your attention!
Argos Reporting and Value Based Security
4077