Cognos Analytics

Expand all | Collapse all

Access to "Reload metadata" in Data modules

  • 1.  Access to "Reload metadata" in Data modules

    Posted Thu January 21, 2021 07:39 AM
    Hello Community. We would like to allow some modelers to update the metadata of a data source. How can this permission be granted for a specific user role?


    We have first used the Cognos role "Modeller". However, this role is listed as administrator in the licenses.We would like to control the rights ourselves via new roles.

    Is there a specific Capability for this? Web-based modeling is not enough:


    "Import relational metadata" sounds like it, but it's not:

    And generally in this context a second question: Is there a detailed documentation which capability controls what?

    Thanks for help,
    Jens

    ------------------------------
    Jens Bäumler
    Senior Consultant and Trainer
    Apparo Group
    ------------------------------


  • 2.  RE: Access to "Reload metadata" in Data modules

    Posted Fri January 22, 2021 07:29 AM

    Jens Bäumler – it should be "web based modelling".  If that doesn't work, there is another underlying issue in your environment, questions:

    1.    would it be possible to share some screen shots of the issue and/or error messages?

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Peter Chan

    613-295--0428

     






  • 3.  RE: Access to "Reload metadata" in Data modules

    Posted Fri January 22, 2021 09:52 AM
    Hi Peter.

    Yes. We have created a new role "Data Modules" and give access to the capability "Web-based Modeling".

    Then the user have access to Data modules - but without the "Reload metadata" topic:


    There is no error message.

    ------------------------------
    Jens Bäumler
    Senior Consultant and Trainer
    Apparo Group
    ------------------------------



  • 4.  RE: Access to "Reload metadata" in Data modules

    Posted Fri January 22, 2021 06:53 PM
    Hi,

    Your uses should have "Write" permission on datasource/dataserver connection.

    ------------------------------
    JEAM COELHO
    Cognos Solution Architect

    LinkedIn: https://www.linkedin.com/in/jeamcoelho/
    ------------------------------



  • 5.  RE: Access to "Reload metadata" in Data modules

    Posted Mon January 25, 2021 12:57 PM
    Hi,

    Thank you for your input. I have tested a lot. Here are the required settings:

    The User/Role must have access to capability "Web based modeling"



    and

    and

    in Administration also to


    One problem still remains: With this settings the user will be listed as Administrator in die Licenses view:

    From my point of view, this is not correct.

    I will test some more...

    Regards, Jens

    ------------------------------
    Jens Bäumler
    Senior Consultant and Trainer
    Apparo Group
    ------------------------------



  • 6.  RE: Access to "Reload metadata" in Data modules

    Posted Mon January 25, 2021 04:36 PM
    !!!! Solution for the Licenses counting:

    If the capability "Administration" is set to "Traverse" only, the License counting is correct:



    ------------------------------
    Jens Bäumler
    Senior Consultant and Trainer
    Apparo Group
    ------------------------------



  • 7.  RE: Access to "Reload metadata" in Data modules

    Posted Mon January 25, 2021 02:40 PM
    To my understanding;
    1:
    Using the build-in Explorer Role is sufficient enough to have these capabilities. (its none admin)

    2:
    Then you must have the read/traverse/right on the SOURCE where the data module is connecting with.
    Test this with an upload of an excel by the same user, you will see its will update then.
    Go to your datasource/dataserver connection and select the DB that you want to use and add the explorer role or just everyone on it. (looks like your on a test environment sow you can test it out).



    ------------------------------
    Maarten den Dunnen
    ------------------------------



  • 8.  RE: Access to "Reload metadata" in Data modules

    Posted Mon January 25, 2021 04:20 PM
    Hi Marteen.

    1: Using the build-in Explorer Role is sufficient enough to have these capabilities. (its none admin)
    Because this is a migrated environment, we do not have this role available. So I can't test this.

    2: Permission in the SOURCE is set to "write"

    The user is able to creating Datamodules, add/update Excel, use Dataservers ...

    The only missing point is the "Reload metadata" from a relational data source while creatin a data module.
    That is what the user see:

    That is what we want to see:

    Greetings Jens

    ------------------------------
    Jens Bäumler
    Senior Consultant and Trainer
    Apparo Group
    ------------------------------



  • 9.  RE: Access to "Reload metadata" in Data modules

    Posted Mon January 25, 2021 04:45 PM
    So, this is the summary of my solution, that works fine :-)

    To give a user the "Reload metadata" functionality in the data modules, the following items need to be set:

    1) write permission on the data source / dataserver
    2) web-based modelling capability
    3) capability "Administration" (Traverse only)
    4) capability "Data Source Connections" (Access")

    ------------------------------
    Jens Bäumler
    Senior Consultant and Trainer
    Apparo Group
    ------------------------------



  • 10.  RE: Access to "Reload metadata" in Data modules

    Posted 27 days ago
    Hi Jens,
    Glad you found a solution.  Adds complexity to you as you have to maintain this as you upgrade.
    I'm assuming that you are doing an upgrade and upgrading the content store which is why you didn't get the new license roles.  Would having the option to create the new license roles with their default capabilities have helped you?  Do you have the Analytics Explorer license ?
    Thanks
    Greg

    ------------------------------
    Greg McDonald
    Offering Manager - Cognos Analytics
    IBM
    greg.mcdonald@ca.ibm.com
    ------------------------------



  • 11.  RE: Access to "Reload metadata" in Data modules

    Posted 18 days ago
    Hi Greg. Yes, there has been an upgrade of the content store. We have a very individual authorization concept which also fits to the old license structures.

    A way to add the new license roles with their default capabilities would be helpful.

    But also a documentation of the roles with their capabilities might be helpful. Unfortunately I did not find anything here.

    For new versions, however, a possibility for automatic adjustment would be the best way.

    Jens

    ------------------------------
    Jens Bäumler
    Senior Consultant and Trainer
    Apparo Group
    ------------------------------