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Hiding Database Logon from Scheduling options


 
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milestyle
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PostPosted: Wed Sep 13, 2017 4:05 am 
Post subject: Hiding Database Logon from Scheduling options

When a user schedules a report they obviously get options like Instance Title, Recurrence, Prompts, etc.

However, I'm finding a number of users are going through these options methodically and, when they get to database logon, they put their own username and password in, and obviously getting an error message.

Is there a way, then, to hide this option via User Security?
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kevlray
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PostPosted: Wed Sep 13, 2017 3:32 pm 
Post subject: Re: Hiding Database Logon from Scheduling options

I know that is an option in CMC (for each Crystal Report) to not allow users to change the DB connection information (Allow users to edit database logon configuration when scheduling or publishing a report - check box). It is in BI 4.1, I do not remember when it was introduced.
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milestyle
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PostPosted: Thu Sep 14, 2017 3:24 am 
Post subject: Re: Hiding Database Logon from Scheduling options

Thanks for responding. I'll take a deeper look.
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JohnBClark
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PostPosted: Thu Sep 14, 2017 10:00 am 
Post subject: Re: Hiding Database Logon from Scheduling options

kevlray wrote:
I know that is an option in CMC (for each Crystal Report) to not allow users to change the DB connection information (Allow users to edit database logon configuration when scheduling or publishing a report - check box). It is in BI 4.1, I do not remember when it was introduced.
This option has been around since at least XIR2 and Crystal Reports 2008. It is available on the Database Configuration screen under Default Settings in the CMC. This is the same screen where you would specify the database login credentials.

You would have to manage this on a report by report basis though which could be a rather large headache.

_________________
BusinessObjects BI4.1sp7, SQL Server 2012 (CMS)
Working on upgrade to BI4.2sp4
Clustered for fail over redundancy
Reporting Tools: Crystal Reports 2013, Web Intelligence
Operating System: Windows 2012 running on VMWare
Reporting databases: SQL Server, Teradata, DB2, Oracle
Setting up Information Steward 4.2sp7
History: BO5, BO6, XIR2, XI3.1
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kevlray
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PostPosted: Thu Sep 14, 2017 10:22 am 
Post subject: Re: Hiding Database Logon from Scheduling options

Since I make it a habit of unchecking the box (our users never get to change the database source) when I post a new report. I have to fill in credentials anyhow, so it just another step I take.
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JohnBClark
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PostPosted: Thu Sep 14, 2017 10:59 am 
Post subject: Re: Hiding Database Logon from Scheduling options

kevlray wrote:
Since I make it a habit of unchecking the box (our users never get to change the database source) when I post a new report. I have to fill in credentials anyhow, so it just another step I take.
That's what we do as well for the Crystal Reports that are written against stored procedures or the few we have that go directly against a database. Our standard is to use universes so we don't have to worry about log in credentials for most of our Crystal Reports.

We only allow our IT group to create Crystal Reports and they also handle the scheduling. Our scheduling is done from an outside tool so they never see this option. Makes things a little easier.

_________________
BusinessObjects BI4.1sp7, SQL Server 2012 (CMS)
Working on upgrade to BI4.2sp4
Clustered for fail over redundancy
Reporting Tools: Crystal Reports 2013, Web Intelligence
Operating System: Windows 2012 running on VMWare
Reporting databases: SQL Server, Teradata, DB2, Oracle
Setting up Information Steward 4.2sp7
History: BO5, BO6, XIR2, XI3.1
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