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Creating data policies

The Xtraction administrator is responsible for imposing data-policy restrictions on user access to data. Data policies have these attributes:

One data policy can impose restrictions on one data source or a set of data sources.

You can globally enforce data-source security on your data policy list. Security is fully enforced as defined at the user level. Clearing this option removes all security impositions by opening all data sources for unrestricted access by designers and viewers, which is not recommended.

You can apply one or more filters to each data source within a data policy, further restricting access and permitting just a subset of data to be extracted.

Xtraction enables you to define a default data policy for new user accounts—which provides basic, somewhat restricted, access to the data sources most commonly used—until assigning them one or more user roles with a more appropriate data policy.

For user accounts that are automatically created (via the Auto Create Users option selected in the Xtraction Settings application during setup), the defined default policy is applied automatically when a new user authenticates for the first time. The server creates an account and applies default roles and features also defined in the Xtraction Settings application.

For new user accounts created via the user interface, you must actively select the default policy (as described in the procedures below).

Each user account can have one data policy imposed on it, or none at all. Generally, you'll want to impose a data policy on every user—users without a data policy have unrestricted access to all available data.

You can add filters to data policies to restrict the data returned from a particular data source. Any users that have the data policy applied will also automatically have all the data policy filter conditions applied every time they request data from the data source. To add a filter to a data policy, see Creating content filters.

Once you create a set of data policies, they'll be available for you to assign to users. For details, see Setting up users.

The data policy assigned to a user doesn't apply when that user accesses reports built with the Report Designer. Those reports query data sources directly, bypassing all data-policy restrictions.


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