Data policies

The Xtraction administrator is responsible for setting up data policies to impose restrictions on user access to data. Data policies have these attributes:

One data policy can impose restrictions on one or more data sources.

You can apply one or more filters to each data policy, further restricting access to data.

You can define a default policy for user accounts created via the Auto Create Users option (selected in the Xtraction Settings utility during installation). When a new user authenticates for the first time, the server creates an account, applies the default policy, and then applies the default roles and features defined in the Xtraction Settings utility > Features tab.

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 fully enforce data source security on all policies as defined at the user level.

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