Presented by: Steve Mason & David Morelli Pacific University Oregon April 8, 2014 Session ID 1937 Don’t Show Me the Money Colleague GL User Security for SQL data in the ODS

Session Rules of Etiquette Please turn off your cell phone/pager If you must leave the session early, please do so as discreetly as possible Please avoid side conversation during the session 2 Thank you for your cooperation!

About Pacific University Pacific University Oregon (Ory-gun) – Founded in 1849 for Oregon Trail Orphans – Small, private university with campuses in Forest Grove, Hillsboro and Eugene, Oregon – 5 Colleges; Arts & Sciences, Optometry, Education, Health Professions, Business – 3,600 FTE, Undergraduate & Professional, split 50/50 – Colleague since 1993, ODS 2008, Recruiter – Mascot is Boxer, a Chinese qilin (dog-dragon ) 3

Introduction Learn how to secure ODS views using schemas and GL account access using GLROLES from Colleague. This click by click presentation gives you all the techniques to use create the necessary ODS source or target transforms, create SQL schemas and populate them using Windows user groups, build the SQL function to check account access using GLROLES and then use a tool like MS Access to view the results. All levels of users can take the PPT to their IT shop and have Colleague GL security in the ODS in a few hours. A Colleague SQL shop can use this technique with the ODS because it uses native SQL tables, not ODS Target Transforms 4

Agenda We will provide click by click instructions for the following topics: Add the GL Roles and GL Users tables to the ODS download Create the Security User Group that will use the schemas Inform the ODS Database Server that the User Group exists Create RSGL and Budget Schemas Create Views for the Schemas Connect Users to the ODBC Connect Access Database to ODS via the ODBC 5

Add the GL Roles and GL Users tables to the ODS download COLLEAGUE

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Create the Security User Group that will use the schemas MS SQL ADMIN

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Inform the ODS Database Server that the User Group exists ODS DATABASE

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Create RSGL and Budget Schemas ODS DATABASE

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Create Views for the Schemas ODS DATABASE

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Connect Users to the ODBC USERS

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Connect Access Database to ODS via the ODBC USERS

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Summary This is a low cost solution for distributed reporting It can be used for Colleague SQL shops against their native tables or a mirror The Schema security is used for all our views 64

Questions & Answers 65

Thank You! Steve Mason & David Morelli Please complete the online session evaluation form Session ID © 2014 Ellucian. All rights reserved.