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    Traverse permission access to folder

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    Rank 3 - Community Apprentice
    edited Jan 2, 2025 3:43PM in Oracle Analytics Cloud and Server

    Hi,

    I have a requirement to grant access to a user with X role to a specific report within a folder that only grants access to users with Y & Z roles.

    An example is: /shared/Custom/Company/Reports/Finance →"Sales report"(report entity)

    I've granted Y & Z roles "Open" permission (Read, Traverse) and X role "Traverse" permission to "Finance" folder, so the user with X role has been able to access /shared/Custom/Company/Reports/Finance →"Sales report"(report entity) only this reportt.

    but, when I'm granting "Traverse" permission to "Finance" folder, the user with X role can't see the "Finance" folder.

    Any guides on how to approach this?

    BR

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    Answers

    • Rank 8 - Analytics Strategist

      Traverse permission access to folder

      Eliran Hadad

      You will need to create a separate new folder under 'Finance' and put Sales Report under that. Nos with Traverse permission, user X should be able to see new folder and report under it.

      Bookshelf v10.1.3.2: About Setting Oracle BI Presentation Services Permissions

      Thanks.

    • Rank 3 - Community Apprentice
      edited Dec 30, 2024 10:15AM

      Hi @MandeepGupta,

      Still, something is missing.

      This is what I've done: I added a new folder " Special Report" under "Finance" with this permission:

      Path: /shared/Custom/Company/Reports/Finance/Special Report→"Sales report"(report entity)

      Finance: Y & Z roles "Open" permission (Read, Traverse) and X role "Traverse"

      Special Report (New folder): X role "Traverse"

      Sales report (Report): X role "Read".

      still, the user can't see the Finance folder and his items.

      BR

    • Rank 8 - Analytics Strategist
      Eliran Hadad

      On the special folder, you need to give Open permission to role X. If you just give traverse permission, this is the same scenario as previous.

      Thanks.

    • Rank 3 - Community Apprentice

      Hi @MandeepGupta,

      Change made:

      Finance: Y & Z roles "Open" permission (Read, Traverse) and X role "Traverse"

      Special Report (New folder): X role "Open" permission (Read, Traverse)

      Sales report (Report): X role "Read".

      still, the user can't see the Finance folder (with only traverse permission) and his items.

      BR

    • Admin
      edited Jan 2, 2025 8:20PM

      Hello @Eliran Hadad ! Thank you for posting this question. It may benefit from additional visibility in the core product forums, as this forum is dedicated to data visualization examples.

      Thank you @MandeepGupta for your responses!

    • Admin

      Discussion moved to the product forum.

    • Mod

      Hi

      Please check documentation on what Traverse permission will do:

      "For example, you can grant users the Traverse permission for the Test folder in the shared folder area. Then, they can access items embedded in dashboards stored in this folder. Also, they can access embedded items in dashboards stored in sub-folders, such as /<shared folder area>/Test/Guest folder. However, users can’t access (meaning view, expand, or browse) the folder and sub-folders from the Catalog."

      Thanks

      Gayathri

    • Mod
      edited Jan 2, 2025 9:29PM

      @Eliran Hadad ,

      What you see is the expected behavior as @GayathriAnand-Oracle described above. The idea is that your analysis or Publisher report is added to a dashboard page somewhere, and the traverse permission allow users to see it while not being able to "find it" (navigate to it) in the catalog page.

      If you want your users with application role X to navigate the catalog till the analysis/report, then you need to give them a "open" permission, which means that you need to be careful with the permission of everything else contained in the various folders the user has to navigate (to not let app role X see they exist or at least make sure X can't open or modify them).

    • Rank 3 - Community Apprentice
      edited Jan 2, 2025 8:38PM

      Hi Team,

      Thanks that was useful. @Gianni Ceresa My question indeed aims for a general object, although my actual use case is a BIP report :-). Now I understand that the user can see it on the dashboard page somewhere, but can't "find it" on the catalog page.

      Thanks.

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