Multi Client Environment Content
2 October, 2009
In a multiple client environment, how are the following stored (e.g. per client reference identifier or globally) :
Data sources
Views
Report categories
Reports
Personal/private dashboard tabs
Users
User groups
Roles
Data sources
Views
Report categories
Reports
Personal/private dashboard tabs
Users
User groups
Roles
Data sources can be global (available to all clients), or specific to a client. When logging in you can optionally specify a client to log in to. If you log in to a specific client, any source created during your session will belong to that client, and won't be available to other clients. If you don't specify a client when logging in you will be logged in to the "default organisation", and any sources created will be global - available to all clients.
It is also possible to set up a global data source and reports, and then have a client-specific data source substituted at run-time based on which client a user is logged in to. This is useful if each client has their own data store but you only want to create a single set of reports.
Views belong to the client that owns the data source they are created against. If a user logs in to a client organisation and creates a view against a global data source, the view will also be global, and become available to other clients.
Report categories can be global or client-specific, based on which client the user is logged in to when creating the category. When creating reports, a user logged in to a client can only publish reports into the categories that belong to their client. You must log in to the default organisation to publish reports into global categories.
Reports can be global or client-specific, based on which client the user is logged in to when creating the report. Users logged in to the default organisation can only see global reports. Users logged in to a client can see the reports for that client, as well as any global reports. Users logged in to a client will not be able to edit global reports, however.
Personal/private dashboard tabs belong to the user that created them, and are available at all clients that the user can log in to.
Public dashboard tabs can be global or client-specific, based on the client the user is logged in to when creating the tab.
If reports from a particular client organisation are included on a tab, they will only be visible when logged in to that client. Global reports will be visible at all clients.
Users can be set up to log in to one or more clients, and/or the default organisation. When you go to the User Management page, you are shown the list of users who have access to the client you are logged in to. Creating a new user will grant access to the current client.
Deleting a user will remove access to the current client, but the user will retain access to any other clients they have access to.
User groups are client-specific. You will only see groups that belong to the client you are logged in to.
Roles are global - defined at the default organisation. Users only ever have a single role, which applies to any clients they can log in to.
The client reference id is stored in a 256-character field, and can be in any format. It is required to be non-empty, and unique for each client. The reference id can be used as an access filter in reports.
It is also possible to set up a global data source and reports, and then have a client-specific data source substituted at run-time based on which client a user is logged in to. This is useful if each client has their own data store but you only want to create a single set of reports.
Views belong to the client that owns the data source they are created against. If a user logs in to a client organisation and creates a view against a global data source, the view will also be global, and become available to other clients.
Report categories can be global or client-specific, based on which client the user is logged in to when creating the category. When creating reports, a user logged in to a client can only publish reports into the categories that belong to their client. You must log in to the default organisation to publish reports into global categories.
Reports can be global or client-specific, based on which client the user is logged in to when creating the report. Users logged in to the default organisation can only see global reports. Users logged in to a client can see the reports for that client, as well as any global reports. Users logged in to a client will not be able to edit global reports, however.
Personal/private dashboard tabs belong to the user that created them, and are available at all clients that the user can log in to.
Public dashboard tabs can be global or client-specific, based on the client the user is logged in to when creating the tab.
If reports from a particular client organisation are included on a tab, they will only be visible when logged in to that client. Global reports will be visible at all clients.
Users can be set up to log in to one or more clients, and/or the default organisation. When you go to the User Management page, you are shown the list of users who have access to the client you are logged in to. Creating a new user will grant access to the current client.
Deleting a user will remove access to the current client, but the user will retain access to any other clients they have access to.
User groups are client-specific. You will only see groups that belong to the client you are logged in to.
Roles are global - defined at the default organisation. Users only ever have a single role, which applies to any clients they can log in to.
The client reference id is stored in a 256-character field, and can be in any format. It is required to be non-empty, and unique for each client. The reference id can be used as an access filter in reports.