How Do I Turn on PSQL Relational Engine Security?
A - In the M:\Elliott7\DDF40 folder, there’s a file labeled GRANT.SQL. It is a sample file showing you how you can customize your own security on the relational engine side (i.e., ODBC). To use GRANT.SQL, you must first turn on security in the relational engine by providing a password. You can do so by right clicking on the database in the PSQL control center and choosing “Properties.” Then go to “Security.” On the “Database Security” tab, check “Enable Security,” and enter the Master Password.
From there, a User Master is created with that password. The newly created User Master is a super user that has no restrictions and can do everything. After you enable the security, go to Crystal Report. If you use ODBC to connect to Elliott data, you will find that the system will now prompt you for a user ID and password. You can use the User Master and the password you chose to enable the security.
Since you don’t want to allow everybody to use the User Master to login, you can use the GRANT.SQL as a sample to help you create additional users, and fine tune the rights to each table.
In PSQL, you can create a user or group. You can grant rights to a user or group. For each table, you can grant rights like SELECT, UPDATE and DELETE. We recommend that you only grant the SELECT right so you will not accidentally update Elliott data through the relational engine. Updating Elliott through the relational engine can potentially corrupt Elliott data, so you have to be very careful. To set up relational security, it makes sense to create a group and grant rights on the group level. Then indicate which users belong to what group. So if you have multiple users in similar positions, all you have to do is to create a new user and indicate that the user belongs to the group. Be aware that PSQL has a limitation that allows each user to belong to one group only. The following syntax will create a group called STAFF:
CREATE GROUP STAFF;
The following syntax will grant the select right to the customer (ARCUSFIL) table for the group (or user) STAFF:
GRANT SELECT ON TABLE ARCUSFIL TO STAFF;
You can use the following syntax to create a user that belongs to STAFF:
GRANT LOGIN TO JOHN:123456 IN GROUP STAFF;
This will create a user JOHN with the password 123456 that belongs to the group STAFF. So now if you login ODBC user JOHN, you will be able to use the “SELECT” statement on the customer (ARCUSFIL) table. The SELECT statement only returns data; it does not update or delete records, which is what Crystal Report does in the background.
The process to determine which tables you should grant users access to is complicated. We try to give you sample scripts with GRANT.SQL, but that will not be 100%. So if you choose to go this route by turning on the relational engine security, don’t be surprised if that causes some problems. If you have existing users that have unlimited access, expect that they will complain that something is broken. If that should happen, you have to find out which table you missed and grant the SELECT right to that user. This can be time consuming and is a tedious process. Typically, if you have IT staff, they will be in charge of getting the relational security to work. If you don’t, this will be a burden on whoever has the part-time IT role. So you are now forewarned about this potential situation.
Whatever SQL statement you use to create your custom relational security, you must save it for future use. This is very important because from time to time Netcellent will deliver new database schema (DDF files) to you. The new schema will override your existing custom security. So you will need to retrieve your saved SQL file and apply the security statements again.