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This section describes how to manage the security data that is used in the Security Cross Reference Reportreport.NOTE:

This section assumes you have configured security data, the Security Cross Reference Report, and source rules. Refer to the General Reporting

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for details.

About Security Data

The Security Master option on the User Settings Explorer window allows you to define:

  • Security Lookup Filters

  • Security Detail Fields

  • Security History Sources

These options are designed to help you manage security data.

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To add a security lookup filter:

  1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

  2. Enter Portal Administration in the Start Search text box.

  3. Click the Portal Administration (Reporting Center) link to access Portal Administration.
    You see the Portal Administration window.

  4. Click Yes in the Do you see the Eagle logo here? dialog box.
    You see the Portal Query Explorer window as the default.

  5. Click the Portal Query Explorer drop down menu and select User Settings Explorer.
    You see the User Settings Explorer window.

  6. Under Security Master, click Security Lookup Filters.

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  1. User Settings Explorer Window Security Lookup FilterImage Added
  2. In Current cross reference fields filter, click the ellipsis on a blank row.
    You see the Field Selector dialog box.

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  1. Complete the options on the Field Selector dialog box.

Option

Description

Drop down list in upper left corner

Controls the display of fields. Options include:

Show me all fields. Displays all fields.

Show me fields available to current user. Display fields only available to the current user.

Database List

Displays a list of databases (for example, Analytics, Asset Policy, Cash), from which you can select fields. Click the database and select the fields.

Layout Icon

Displays the Layout dialog box, which allows you to select and reorder columns. Use this option to determine the content and organization of the fields in the Security Cross Reference Report.

Usage Icon

Displays the Usage dialog box, which displays the following attributes for a selected field:

Dependent components

Component owner’s name

Component owner’s user name

Component owner’s business group

View Icon

Displays the View Field dialog box, which displays details of a specific field, including the following information from the data field entity relationship diagram (ERD):

Database

Table

Column

This functionality is the same as the New icon with read‑only fields.

New Icon

Displays the New Regular Field dialog box, which allows you to configure a new field for display on the Security Details window.

For information on how to configure a new field, refer to the Reporting Reference Guide.

Edit Icon

Displays the Editing Field dialog box, which allows you to modify fields on the Security Details window.

Copy Icon

Displays the Copy dialog box, which allows you to copy a selected field. To copy a field, select the field, enter a new name, and click OK.

Delete Icon

Displays the Delete Field pop-up window, which allows you to delete the selected field.

Find Icon

Displays the Find pop-up window. To locate specific data fields, select the field characteristic by which to search and enter a value in the Find What field.

Customize

Displays the Customize Field Grouping dialog box, which allows you to set up a hierarchy of groupings in the Security Details window. You can nest up to four layers of groupings in the following categories, based on the ERD source of the field:

Category

Database

Indicator

Table

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