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.
Define a Security History Source
Source rules for reports are configured as described in Source Rules. Once source rules are configured, you can define a security history source. The security history source provides historical data for securities, allowing historical reporting in Portal.
To define a security history source:
From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Portal Administration in the Start Search text box.
Click the Portal Administration (Reporting Center) link to access Portal Administration.
You see the Portal Administration window.
Click Yes in the Do you see the Eagle logo here? dialog box.
You see the Portal Query Explorer window as the default.
Click the Portal Query Explorer drop down menu and select User Settings Explorer.
You see the User Settings Explorer window.
Under Security Master, click Security History Source.
In SMF Source Rules, click the check box to select a source rule for security history data. You can select only one source.
You have defined the security history source
.