The New MR Repository & Security Authorization Model Ben Naphtali WebFOCUS Product Manager Architecture and Security May 2010 Copyright 2009, Information Builders. Slide 1

Release 77x/76x Security Structure - Review Copyright 2009, Information Builders. Slide 2

WebFOCUS Managed Reporting Security Release 77x/76x and Earlier  Authentication – Internal or External (Basedir, RDBMS, AD, LDAP, WFRS, Trusted)  Authorization – Internal or External (Basedir, RDBMS, AD, LDAP)  All MR assets are stored on the filesystem Browser Machine Application Server/ Web Server WebFOCUS Server WF Servlet & MR (Internal) Repository DB2 Oracle Sybase Informix Teradata… MR (External) Authorization (SQL RDBMS, Active Directory, LDAP) Java Client External Authentication

WebFOCUS 77x/76x Managed Reporting Security User Authorization Groups Users Domains Reports Role(*) Launch Pages Documents Role is assigned directly to user. A user has only ONE role. Except in case of a Group Administrator

WebFOCUS 77x/76x Managed Reporting Security User Authorization  Create Domain, and Assign Reporting Server Properties  Create Groups, and assign those Groups to Domains  Create User, assign user to a Specific Role and place that user in a specific Group  A user is associated with a Group(s) and those Group(s) are associated with Domain(s), but only has one ROLE Copyright 2007, Information Builders. Slide 5

Release 8 Repository and Security Authorization Copyright 2009, Information Builders. Slide 6

Release 8 Repository  Implemented in RDBMS tables  Accessed via jdbc  Derby shipped and can be installed  All content stored in RDBMS  Any RDBMS with BLOB field support  Utilize your existing RDBMS infrastructure (audit, backup, clustering etc…) Copyright 2009, Information Builders. Slide 7

File System model:  Domains are top level folders  N-depth folder/file tree  No special purpose folders  Standard Reports  Reporting Objects  Other Files  My Reports  Shared Reports … Unless you want them  Private content can exist anywhere you allow them  ReportCaster content (schedules, access/distribution lists) Release 8 Repository Copyright 2009, Information Builders. Slide 8

Release 8.0 How to Approach Security Authorization Copyright 2009, Information Builders. Slide 9

How to Approach Security Authorization  Decide what types of Users you want (Rules with legacy Groups/PSETS shipped)  Create Groups that will contain those user types  Create/Use existing Permission Set  Create Rule For a Group on a Resource Group G1 can do action A1 on Sales Folder (Domain)  Assign Users to the Groups Copyright 2009, Information Builders. Slide 10

Security Rules  All rules have 3 parts:  A subject (Groups or Users) – the WHO  Has permitted operations (PSET)– the WHAT  On some resource– the WHERE (Folder, Group, PSET / User or Item)  Examples:  Group RepDev has Developer on Folder /SalesReports  Group EVERYONE has RunReports on Folder /SalesReports  Group RepAdmin has ManageUsers on Group Sales WHO – WHAT – WHERE Copyright 2009, Information Builders. Slide 11

Security Rules (Continued..)  Permissions are inherited down the Repository tree  RepDev inherits Developer permissions on folder /SalesReports/Budget  Group to sub-group inheritance  Granting RunReports to Group /Sales also grants RunReports to members of /Sales/Admin, etc.  Subject can have specific rules on every item  Recommend only as the exception! Copyright 2009, Information Builders. Slide 12

Groups & Users - WHO  Groups with sub-Groups  Group: /Sales  Group: /Sales/Admin  Group: /Sales/Developer  Users are assigned to Groups (or sub-Groups)  All users are in the EVERYONE Group  User Authorizations by Group membership  When in multiple Groups, order of precedence decides  User authorization “flags” eliminated WHO – WHAT - WHERE Copyright 2009, Information Builders. Slide 13

Permissions Sets - WHAT  Named list of permitted or denied operations  WF ships with a set of predefined permission sets  Can create your own  Reusable for multiple rules  Usually declare what a subject can do (PERMIT)  Can declare what a subject cannot do (DENY)  Abilities are never implied  if an individual operation is UNSET, it is an effective deny WHO – WHAT - WHERE Copyright 2009, Information Builders. Slide 14

Permission Sets – WHAT List of Operations  Operation is some atomic ability that is permitted or denied  Tree Items: Create File, Delete File, Read File, Write File, Create Folder, Run Report, Run Deferred, Update Properties, Change Ownership, Share, Schedule Report,...  Tools: Launch InfoAssist, Launch Editor, Launch Security Center, Launch RC Admin, Launch Developer Studio Tools,...  Groups: Create Groups, Assign Users to Groups, Share with Group, Make rules for the Group (group as subject),...  Users: Create User, Update User Status/Password,...  Privilege Sets: Create PSET, Update PSET, Delete PSET,... Copyright 2009, Information Builders. Slide 15

Everything is a Resource - WHERE  /WFC/Repository  Folders  Sub Folders  Items  /SSYS  Groups  Sub Groups  Users  Permission Sets  /WEB – APPROOT application Directories WHO – WHAT - WHERE Copyright 2009, Information Builders. Slide 16

Different abilities at the Folder/SubFolder Level Copyright 2009, Information Builders. Slide 17

Private Files & Folders (aka My Reports)  Private files can exist anywhere you allow them  Private folders recommended  Private files can be owned by Users or by Groups  “In development”  Private files can be shared  With specific groups/users  Two special Permission-Sets:  Owners have PrivateResourcePermits on Private Items  Sharees have ShareResourcePermits on Shared Items WHO – WHAT - WHERE Copyright 2009, Information Builders. Slide 18

User and Group Administration  Users are permitted operations to act on Groups  Create sub-Groups(opCreateGroup)  Assign users to Groups(opAssignUsersTo)  Assign users from Groups(opAssignUsersFrom)  Manage users in Groups(opUpdateGroup) Copyright 2009, Information Builders. Slide 19

Release 8 Repository and Security Authorization Auditing/Logging  Log4j - Open Source popular logging package  All logs/traces utilize log4j  Files (default)  Can log to RDBMS  SMTP  Event Log  Set level of detail  INFO shows SUCCESS and FAILURE  ERROR shows only FAILURE Copyright 2010, Information Builders. Slide 20

Release 8 Repository and Security Authorization Auditing/Logging  Security  Signon/Signoff  User Create/Update/Delete/Remove  Group Create/Update/Delete  PSET Create/Update/Delete  Rule Create/Update/Delete  Configuration  Object  FolderCreate/Update/Delete Time Updated  Item Create/Update/Delete Time Accessed, Start/End Run Copyright 2010, Information Builders. Slide 21

Release 8 Repository and Security Authorization In the works… Copyright 2009, Information Builders. Slide 22

 Change Management and Migration  External Authentication  Additional components stored within RDBMS  Default Group for Tool Preferences  /VIEWS/viewname/tabname  Password Policies  Configuration Logging  Object Logging  FolderCreate/Update/Delete Time Updated  Item Create/Update/Delete Time Accessed, Start/End Run Copyright 2010, Information Builders. Slide 23 Release 8 Repository and Security Authorization In the works…

Questions? Copyright 2009, Information Builders. Slide 24

Thank You ! Copyright 2009, Information Builders. Slide 25

UOA Advanced Topics Copyright 2009, Information Builders. Slide 26

Effective Policy What a USER can do to a Specific Resource  Effective group membership  All Groups assigned directly to and parents  EVERYONE group  Walk down resource tree to combine rules  /WFC/Repository, /WFC/Repository/Sales,...  Private resources  If owned – add PrivateResourcePermits  Else If shared – add ShareResourcePermits  Combination rules:  DENY overrides a PERMIT  OVERPERMIT overrides a DENY Copyright 2009, Information Builders. Slide 27

External User and Group Administration  User authentication  Pre-authorized (single signon, etc.)  LDAP authentication  User Authorization  Direct group assignment retrieved from LDAP  Group hierarchy managed in UOA  Rules managed in UOA  Migration  In 76x - Realm driver said “user has ROBOT flag”  In 77x – User is in ROBOT group  ROBOT has Schedule on /Repository Copyright 2009, Information Builders. Slide 28