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Portfolio Analyzer Cube Security

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You can set access security on the Portfolio Analyzer cube for Microsoft® Office Project 2003 globally, change permissions to the virtual Portfolio Analyzer cube, or manage access to individual dimensions within any cube. You can use SQL Server Analysis Manager to manually add security features to the OLAP cube. You can also manage cube security programmatically by using Decision Support Objects (DSO).

Use the following procedure to manually manage security roles by modifying the database roles.

To add security roles by dimension:

  1. In SQL Server Analysis Manager, under the Analysis Servers tree, open the Analysis Server.

    Click the server name, click the name of the cube database, right-click Database Roles, and then click Manage Roles.

  2. Click New to create a new database role.

  3. Type a name for the role in the Role name field, type a Description if you want, and then select Client in the Enforce on field.

  4. Click the Cubes tab, and then select the cube name where you want to define the database role.

  5. Click the Dimensions tab, select the Custom option in the Rule column, and define the custom settings in the Custom Settings column.

    For example, you can restrict access to certain projects or certain locales, based on roles, by selecting or clearing items in the Select Members pane of the Custom Dimension Security dialog box.

  6. When you finish creating the new database role, click OK, and then click Save to save the roles with the cube.

    Note  After you set up security for your cube at the top Database Roles level, these security settings will be preserved each time you rebuild the cube. In other words, once security roles have been assigned, you won't have to re-enter that information.

    Important  At the individual cube level, security rules are rewritten every time you generate the cube, so you will need to set security programmatically by using the UserOLAPUpdate breakout function. For this reason, it is recommended that you set security at the Database Roles level.

For information on how to set up Portfolio Analyzer cube security on the Project Server sample database, see the Project Server 2003 Installation Guide.