{"id":38026,"date":"2018-04-23T13:03:35","date_gmt":"2018-04-23T05:03:35","guid":{"rendered":"http:\/\/localhost\/help\/?page_id=38026"},"modified":"2024-07-05T10:38:00","modified_gmt":"2024-07-05T02:38:00","slug":"securing-an-explorer-object","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/securing-an-explorer-object\/","title":{"rendered":"Securing an Explorer Object"},"content":{"rendered":"\n<p class=\"left-bar\">This article applies to versions 4.6 and later of IFS OI Explorer.<\/p>\n<h2>Overview<\/h2>\n<p class=\"intro-text\">In the Explorer module, workspaces are the only object that can be secured at the object level. An individual workspace is an object of the Workspaces <strong>resource<\/strong> in the Explorer <strong>module.<\/strong><\/p>\n<p class=\"intro-text\">Securing workspaces relies on default object security, which provides the <strong>Everyone<\/strong> role with\u00a0<em>implicit<\/em> view privileges for all objects in the system. When securing a workspace, you will need to remove the View privilege from the <strong>resource,<\/strong> as well as default <strong>object<\/strong> privileges for other roles.<\/p>\n<p class=\"intro-text\">When applying object-level privileges, it is important to remember the <strong>cascading nature of privileges<\/strong> applied at the resource-level. If a role has <em>explicit<\/em> View privileges (or higher) on the Workspaces\u00a0<strong>resource<\/strong>, all users with that role can view all workspaces.\u00a0<\/p>\n<div class=\"best-prac\"><i class=\"fa fa-star fa-2x fa-pull-left\"><\/i><span class=\"best-prac-text\">TOP TIP<\/span><\/p>\n<p class=\"intro-text\">If you intend on changing security for workspaces, avoid explicitly setting privileges on the Workspaces resource in Server Management.<\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p class=\"intro-text\">Changing object-level security for individual workspaces is done directly within Explorer workspaces, and requires Explorer administrator privileges.<\/p>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/how-security-works\/\">How Security Works<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/how-roles-work\/\">How Roles Work<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/how-object-access-works\/\">How Object Access Works<\/a>,\u00a0 <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/add-an-administrator\/\">Add an Administrator<\/a><\/p>\n<h3>What the Privileges Mean<\/h3>\n<p class=\"intro-text\">Each resource may have different privileges. This is a list of the privileges for each resource, and what they mean.<\/p>\n<p class=\"intro-text\">Additionally, <strong>Explorer Admin<\/strong> privileges\u00a0grants the user privileges to:<\/p>\n<ul class=\"intro-text\">\n<li>Set per-workspace privileges.<\/li>\n<li>Create workspaces.<\/li>\n<\/ul>\n<h4>Styles<\/h4>\n<p class=\"intro-text\">Privileges on styles apply to both styles and style constants.<\/p>\n<table>\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px; width: 100px;\"><strong>Privilege<\/strong><\/td>\n<td><strong>What it means<\/strong><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\">Edit\u00a0<\/td>\n<td>Create and modify styles and style constants.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\">Delete\u00a0<\/td>\n<td>Delete styles and style constants.\u00a0<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h4>Workspaces<\/h4>\n<p class=\"intro-text\">Privileges on a workspace apply to the workspace, and displays in the workspace i.e. the pages and trends belonging to the workspace.<\/p>\n<table>\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px; width: 100px;\"><strong>Privilege<\/strong><\/td>\n<td><strong>What it means<\/strong><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\">View<\/td>\n<td>See the workspace and its displays.\u00a0<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\">Edit\u00a0<\/td>\n<td>\n<ul>\n<li>Edit the workspace details<\/li>\n<li>Approve submissions of displays for the workspace<\/li>\n<li>Directly edit the displays in the workspace\u00a0<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\">Delete\u00a0<\/td>\n<td>Delete the workspace and all of its contents.\u00a0<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Tutorial 1. Changing Workspace Privileges<\/h2>\n<p class=\"intro-text\">1. In IFS OI Explorer, open the workspace you want to lock down.<\/p>\n<p class=\"intro-text\">2. Click the <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38098 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/settings-cog-small-icon.png\" alt=\"\" width=\"12\" height=\"12\" \/>\u00a0<strong>Settings<\/strong>\u00a0button.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38179\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1.png\" alt=\"\" width=\"1226\" height=\"416\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1.png 1226w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1-768x261.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1-150x51.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1-24x8.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1-36x12.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1-48x16.png 48w\" sizes=\"auto, (max-width: 1226px) 100vw, 1226px\" \/><\/a><\/p>\n<p class=\"intro-text\">For each role, click the relevant privileges you want to assign.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1-2.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38191\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1-2.png\" alt=\"\" width=\"989\" height=\"444\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1-2.png 989w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1-2-768x345.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1-2-150x67.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1-2-24x11.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1-2-36x16.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-tut1-2-48x22.png 48w\" sizes=\"auto, (max-width: 989px) 100vw, 989px\" \/><\/a><\/p>\n<p class=\"intro-text\"><strong>What the Colours Mean<\/strong><\/p>\n<p class=\"intro-text\">The privileges matrix is colour-coded to indicate the cascading nature of privileges. The colours are:<\/p>\n<p class=\"intro-text\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-37926 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/sec-grey.png\" alt=\"\" width=\"20\" height=\"20\" \/>\u00a0Grey: Privilege not granted<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-37927 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/sec-green.png\" alt=\"\" width=\"20\" height=\"20\" \/>\u00a0Green tick: Privilege is explicitly granted, associated privileges will also be automatically granted.\u00a0<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-37931 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/sec-green-dot.png\" alt=\"\" width=\"20\" height=\"20\" \/>\u00a0Green dot: Privilege is granted because a higher level privilege has been granted on the object.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-37928 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/sec-blue.png\" alt=\"\" width=\"20\" height=\"20\" \/>\u00a0Blue: Privilege is granted because it is inherited by a resource privilege.<\/p>\n<p class=\"intro-text\">When you have finished, click <strong>Save.<\/strong><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Tutorial 2. Locking Down a Workspace<\/h2>\n<p class=\"intro-text\">In this example, we show you how to lock down a workspace. We will use the\u00a0<em>Operations<\/em>\u00a0workspace as an example.<\/p>\n<h3>Step 1. Server Management Role Privileges<\/h3>\n<p class=\"intro-text\">The first step is to make sure that no roles have resource-level privileges for workspaces. \u00a0<\/p>\n<p class=\"intro-text\">The exception is the administrator role for the module which owns the object you are locking down. In this case, you might allow Administrators and Explorer Administrators resource-level privileges, but no other role.<\/p>\n<p class=\"intro-text\"><strong>You will need to go through each and every role, one by one, and make sure that all privileges for workspaces are off.\u00a0It may be easier to first check the workspace to see which roles are affected.<\/strong><\/p>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/change-a-roles-privileges\/\">Change a Role's Privileges<\/a><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-object-step1b.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38095 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-object-step1b.png\" alt=\"\" width=\"1425\" height=\"795\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-object-step1b.png 1425w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-object-step1b-768x428.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-object-step1b-150x84.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-object-step1b-1280x714.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-object-step1b-24x13.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-object-step1b-36x20.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-object-step1b-48x27.png 48w\" sizes=\"auto, (max-width: 1425px) 100vw, 1425px\" \/><\/a><\/p>\n<h3>Step 2. Object Privileges<\/h3>\n<p class=\"intro-text\">Next, open the module in which the object is located. In the case of workspaces, these are located in Explorer. However other objects, such as datasources, are located in other modules and the privileges can be found alongside the configuration options (for the datasources example, these are in <em>Server Management &gt; Configuration &gt; Datasources<\/em>).<\/p>\n<p class=\"intro-text\">Open the workspace you want to lock down, and click the <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38098 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/settings-cog-small-icon.png\" alt=\"\" width=\"12\" height=\"12\" \/>\u00a0<strong>Settings<\/strong>\u00a0button.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38097\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace.png\" alt=\"\" width=\"1226\" height=\"416\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace.png 1226w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-768x261.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-150x51.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-24x8.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-36x12.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-48x16.png 48w\" sizes=\"auto, (max-width: 1226px) 100vw, 1226px\" \/><\/a><\/p>\n<p class=\"intro-text\">Take note of the <strong>View<\/strong> privileges, and especially the <strong>blue<\/strong> ones. These are the roles that have the privilege applied at the resource level. If you do not want any of these roles to see this workspace, go back into <strong>Role Privileges<\/strong> and remove it from the role (see Step 1 above).<\/p>\n<p class=\"intro-text\">Next, you will notice that the remaining roles all have <strong>explicit<\/strong> (green) view privileges for the workspace. This is because of default security, whereby all users have view access to all objects. We can override this default security here.<\/p>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/default-security-for-everyone\/\">Default Security for Everyone<\/a><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38099\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles.png\" alt=\"\" width=\"872\" height=\"566\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles.png 872w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles-768x498.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles-150x97.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles-24x16.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles-36x23.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles-48x31.png 48w\" sizes=\"auto, (max-width: 872px) 100vw, 872px\" \/><\/a><\/p>\n<p class=\"intro-text\">For each role, except the Managers role, go through and untick the <strong>green<\/strong> View privilege. The only role want to be able to view this workspace is the <strong>Managers<\/strong> role, so that will remain green.\u00a0<\/p>\n<p class=\"intro-text\">Then, click <strong>Save<\/strong>.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles-deny.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38100\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles-deny.png\" alt=\"\" width=\"1018\" height=\"424\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles-deny.png 1018w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles-deny-768x320.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles-deny-150x62.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles-deny-24x10.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles-deny-36x15.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-workspace-roles-deny-48x20.png 48w\" sizes=\"auto, (max-width: 1018px) 100vw, 1018px\" \/><\/a><\/p>\n<p class=\"intro-text\">You have now locked down the <strong>Operations<\/strong> workspace so that only <strong>Managers<\/strong> and some administrators are able to view it.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This article describes how to apply security to individual workspaces in Explorer.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/securing-an-explorer-object\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":37939,"parent":3652,"menu_order":33,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[11],"tags":[639,196,488,608],"class_list":["post-38026","page","type-page","status-publish","has-post-thumbnail","hentry","category-tutorial","tag-object-security","tag-security","tag-styles","tag-workspace","Version-4-6-0","Product-srv"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/38026","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=38026"}],"version-history":[{"count":2,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/38026\/revisions"}],"predecessor-version":[{"id":67818,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/38026\/revisions\/67818"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/3652"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/37939"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=38026"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=38026"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=38026"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}