Infor Birst Dynamic Groups for Row-Level Data Access
infor birst dynamic groups
Also searched as
- birst dynamic groups row level security
- birst row level security
- birst data filters by user
Short answer
In Birst you control which rows a user sees by tying a data filter to user or group membership. A dynamic group is the pattern where membership comes from data, for example a security table mapping users to plants, rather than from groups you maintain by hand.
Applies to: Infor Birst spaces. Menu names differ by version, so use this as the pattern and confirm labels in your tenant.
Set up data-driven row-level access
- 1Decide the restricting attribute, for example plant, business unit or customer group.
- 2Create a security table with one row per user and allowed value, and load it into the space.
- 3Add the restricting attribute to the relevant fact tables so rows can be matched.
- 4Define a data filter or group-based filter on the model that matches the logged-in user to the security table.
- 5Assign the filter to the groups that should be restricted and leave administrators unrestricted deliberately.
- 6Test as a restricted user and as an unrestricted one, comparing totals.
- 7Document the table, the filter and who owns the mapping, and reload the security table on a schedule.
Static versus dynamic
Static groups are maintained in administration and each carries a fixed filter. They are simple but do not scale when you have hundreds of users and frequent changes.
A data-driven approach moves the mapping to a table you can refresh from HR or ERP, so access follows the source of truth.
Testing properly
Test with real restricted users, not only admins, and compare a total against an unrestricted total. A filter that matches nothing returns an empty report, while one that fails open shows everything, and only the second is a security problem.
Test dashboards and drill-through, not just one report, since each can use different joins.
Operating it
Treat the security table as controlled data. Changes should follow an approval path and be logged. If Birst data comes from ERP, align roles with ERP roles so the two do not drift.
Try it here, free
SyteLine Security and User Access Audit Checklist
A checklist for reviewing SyteLine users, authorizations, service accounts and integrations before an audit or after a staffing change.
Common pitfalls
- !Filtering only on a dimension and leaving a fact table path unrestricted.
- !Testing only as an administrator.
- !Hand-maintaining mappings that go stale.
- !Letting an empty match fall through to show all data.
How an ERP-grounded AI assistant handles this
When users ask questions in natural language over the same data, the assistant must carry the same row-level rules. A grounded assistant runs with the user's identity, applies the same restrictions and can run fully on-prem where policy requires.
Frequently asked questions
What is a dynamic group in Birst?
A group whose effective data access is driven by data, such as a security table, instead of fixed manual assignment. It is a design pattern built from groups, filters and a mapping table.
How do I test row-level security?
Log in as restricted users and compare totals with an unrestricted view, across reports and dashboards.
Can one user belong to several restrictions?
Yes, by having multiple rows per user in the security table, giving access to multiple values.
How often should the mapping reload?
Align it to how fast roles change, commonly daily, and trigger a reload on important changes.
Related
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Error fixFix a 401 Unauthorized error from Infor ION API
A 401 from ION API almost always means the credentials in the .ionapi file no longer match what ION API Gateway expects - not that the password is simply wrong. Check whether the Authorized App or service account behind the file was revoked, regenerated, expired, or issued for a different tenant, then re-test with a direct OAuth2 client_credentials call before touching any calling code.
Error fixDiagnose and fix a failed BOD document flow in ION Desk
A Document Flow showing Failed in ION Desk means a BOD (Business Object Document) stopped either at schema validation, at the mapping step, or at the target application. Open the failed instance's detail to see the exact failing element, fix the source data or mapping, then use Resubmit rather than re-triggering the original transaction to avoid duplicates.
How-toHow to query Infor Data Lake with Compass SQL
Compass is the SQL query layer in Infor OS for querying Infor Data Lake, where flattened copies of BODs published over ION are stored by Noun and Verb. Open a Compass SQL Workbench tab, browse the schema for the correct table, and run a filtered SELECT rather than pulling the full history, since Data Lake tables can hold years of append-only data.
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Stuck on Infor Birst?
Talk to engineers who work inside Infor Birst every week, and who build private AI that answers these questions from your own ERP data.
Keep exploring
Free tools
- SyteLine Security and User Access Audit ChecklistA checklist for reviewing SyteLine users, authorizations, service accounts and integrations before an audit or after a staffing change.
- SAP QM Dynamic Modification Rule CalculatorModel how much inspection effort a skip or reduced stage saves, based on the share of lots that run at the reduced stage.
- Epicor Security Group Design WorksheetAn editable worksheet to plan security groups by role and score each for exposure, so over-broad access is visible before audit.
ERP fixes and how-tos
- Connect a Birst Space to Infor Data Lake and build a reportHow to connect a Birst Space to Infor Data Lake with a Live Access source, build the logical model, and publish a secured dashboard to Infor OS.
- Infor Birst API: Web Services for Data Loading and AutomationHow to use the Birst web services API to log in, upload data, publish a space and run queries from scripts, with a safe automation pattern and error handling.
- Infor Birst: Documentation, BQL and Smart Insights ExplainedA practical Infor Birst starting guide: where the documentation lives, what BQL is, how Smart Insights works and how to build your first report from ERP data.
Guides
- Infor Birst Analytics: Integration and ConfigurationConfigure Infor Birst analytics for CloudSuite applications. Data connections, dashboard design, embedded analytics, and performance optimization.
- Birst BI Integration with SyteLineIntegrate Infor Birst analytics with SyteLine for advanced BI dashboards, automated data pipelines, and manufacturing analytics in CloudSuite Industrial.
- How to Configure User Security Groups in SyteLineStep-by-step guide to configuring user security groups in Infor SyteLine CloudSuite Industrial. Set up group hierarchies, form permissions, and IDO-level access controls.