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Using User Roles More Effectively

Last post 05-14-2007 10:52 AM by Clay Fox. 3 replies.
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  • 05-14-2007 08:18 AM

    Using User Roles More Effectively

    Hello Everyone,

    I am not sure if this is possible so I am hoping somebody may be able to help me out. I have about 700 people in my active directory. From that I did an export to fill in details onto my database. Now my database is functional with all my features, I wanted to be able to make it so that when users accessed Infopath, thier logon was compared to the list of users in the database and they can only see data relevant to them. I hope you understand this and I really hope there is a way of doing this. For an example, User logs on with a Puid (Personal Unique Identifier), When they log on to Infopath, Infopath see's this as DOMAIN\Puid for their id. In the database I have a list of just Puids. Against there Puid they have Forename, Surname, Extension Number etc. I want people to be able to use infopath to adjust there own user details and ONLY there own details. Then submit them back to the database.

    I would just put a query field into Infopath and let them type in their Puid and bring up their details for editing, but other people have access to other's Puids.

    The only other way I can think of doing this is by creating a seperate user role for every user which is just silly and not very practical.

    If anyone has any idea's please please let me know.

    Many Thanks, Keith 

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  • 05-14-2007 08:46 AM In reply to

    Re: Using User Roles More Effectively

    Hi Keith.

    I have done this before.  It is pretty simple to use SharePoint to harvest the current user's display name, if you have SharePoint, and there is a tutorial on this site.  You can use also use code to get the username but then you need a fully trusted form.  Either way, I have found building the security method within InfoPath tough to architect and ensure data security and confidentiality.

    The best recomendation I would have is using the Database Accelerator download. http://www.qdabra.com/proddetail.asp?prod=QDBXL1

    It contains the Active Directory webservice as well.  For any solution where you need security and permissions, DBXL is the way to go.  It allows you to secure form types and even each form and also stores the form in SQL.  Otherwise, even with your solution, it is difficult and cumbersome to completely secure the data inside the form.  I have done many HR projects, where security is critical, and I have found it is much easier with DBXL then creating the permissions mechanisms, etc.

    Contact me personally if you need more details.

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  • 05-14-2007 10:41 AM In reply to

    Re: Using User Roles More Effectively

    Clay

    Cheers for the really quick response. I do have a bit of a problem in that I am one of a group of domain admins within a huge organisation. Unfortunately I can not install any software onto the network to aid me apart from what is already there (Microsoft Office Proffessional including Access and Infopath.) I was wondering what is possible that I can do within Infopath to get the same results without having to use an external tool or aid.

    If you have any advice please continue to tell me. It would be very useful.

    Thank You

    Keith

     

  • 05-14-2007 10:52 AM In reply to

    Re: Using User Roles More Effectively

    Well if you do not have SharePoint your only other options is a fully trusted form, but then it would need to be installed on each users PC, which may go against your lock down policy. I do not believe there is any other way to interface with Active Directory than what I have listed, you would have to add authentication to your form itself and try to identify and manage each user in your database.

    I think you would need to add another enterprise tool to your network to accomplish this enterprise solution.

    Good Luck and let us know if you find a way to do it.

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