I’ve seen this question being asked by many people. “How can I generate a security report for Planning?”. This report should provide all access information about Webforms, Dimension.
Of course you can use ExportSecurity.cmd and export the information from Planning. Yes you are right there.
However let me ask you this, how about the inherited access (i.e. the access a user gets from a group he/she is part of). You’ve to now search for group and then derive the access of the user.
What if we could do this easily? (Easy works for me :))
You can log into Shared Services and generate a PDF report on Planning security.
Here is how it is done
Login to Shared Services, Right click on a Planning application -> Access Control
You can select Users/Groups from this screen.
You can select the objects. (Yes you can even extract the just WebForm security as opposed to ExportSecurity.cmd)
There are lot of filters available with this mode of export
- You can generate the report based on matching access (Read, Write or None access)
- You can generate the report based on matching relation (Children, Descendants,…..)
- You can get the inherited access (access inherited from a group)
- You can generate the effective access (This will expand the relation @Children(Market) to East, West, Central)
11.1.2.x Shared Services you can even manage Forms, Dimensions and Task Lists, no need to login to Planning after provisioning a user, I like that one 🙂