To help secure Reporting Services reports, you must configure security settings in Microsoft Dynamics AX and Reporting Services. The following sections describe the tasks you must complete in each application.
Configure security settings in Microsoft Dynamics AX
Complete the following tasks in MSDAX to help secure reports.
Set security permissions for user groups
Microsoft Dynamics AX includes many preconfigured reports that were built using Microsoft SQL Server Reporting Services. Users can access these reports in the Microsoft Dynamics AX client and in Enterprise Portal.
To help restrict access to these reports, configure security permissions for user groups and assign users to Role Center profiles. For more information, see:
Restrict access to the Report Builder menu option
Users can create ad hoc reports using Report Builder, a component of Reporting Services. Users can access Report Builder from within Microsoft Dynamics AX by clicking Microsoft Dynamics AXmenu > Tools> Business Intelligence( BI) tools> Report Builder.
To help restrict access to the Report Buildermenu option, see Manage security permissions for user groups and domain combinations.
When users access transactional data using Report Builder, users will see only the data they have access to according to their user group membership.
Restrict access to secure views
A secure viewis a database view that is created when a report model is generated or updated. A secure view helps provide field-level and record-level security for tables included in a report model.
Secure views are stored in the Microsoft Dynamics AX database. To help prevent unauthorized access to data, do not give users access to secure views.
Configure security settings in Reporting Services
Complete the following tasks in Reporting Services to help secure reports.
Assign users to roles in Reporting Services
Reporting Services uses role-based authorization and Windows authentication to determine who can perform operations and access items on a report server. All users interact with a report server within the context of a role. A user can be assigned to different kinds of roles for different items.
As the administrator, you must assign your users to roles in Reporting Services. For detailed instructions, refer to the SQL Server documentation on MSDN.
Restrict access to report models, data sources, report folders, and reports
Reporting Services provides security features and tools that you should use to help control access to report models, data sources, report folders, and published reports.
See the SQL Server documentation on MSDNfor detailed conceptual information and step-by-step tutorials that will help you administer security in Reporting Services.