Salesforce

Security requirements for Exporting AX Server data tables

« Go Back

Information

 
Content Detail

Security requirements for Exporting AX Server data tables

There are two different ways to access an AX Server data table (or tables):
  • Method 1: Export the data table from AX Server and access it locally
  • Method 2: Connect to the data table on AX Server
Security requirements for the two methods differ (explained in subsequent sections).

Both methods require exporting from AX Server

For both methods of accessing an AX Server data table, you use AX Client to export the table from AX Server. You can choose whether or not the data file is exported along with the table. ACL tables have two parts: the table (table layout) and the data file.
When you export from AX Server, an ACL project containing the table, with or without the data file, is automatically created for use locally in ACL Analytics.

Folder permissions in AX Client

To export a data table from AX Server, you must have at least Read only permissions for the AX folder containing the data table you want to export or connect to. In Figure 1, AX Client user stas (ACLQA\stas) has Read only permission for an AX folder called New Folder.
Figure 1: Read only permissions for an AX folder
User-added image

Method 1: Export the data table from AX Server and access it locally

(For the full procedure for exporting from AX Server, see Exporting items from folders.)
In the Export dialog box (Figure 2), you must select Export data files along with selected definitions. Select Browse to specify the local folder where you want the automatically created ACL project to be saved.
If you select Work with the exported file(s), The ACL project opens automatically after exporting is complete.
Figure 2: Export dialog box
User-added image

Security requirements

Exporting a data table and accessing it locally does not require any additional security beyond Read only permissions for the AX folder containing the data table.

Export using an HTTPS connection

During the export, the AX Service (ACL Analytics Exchange Windows Service) uses an HTTPS connection to extract the ACL project file (.acl) from the AX database, as well as to export the data file. Both items are placed in the local folder you specified.
In Figure 3, the ACL project (New Folder_test), and the data file (test.FIL), are shown in the local folder New Folder. ACL™s native data file format is .FIL. FIL files store data efficiently and the speed of exporting locally is good. Once the data file is exported, you can perform analysis of it directly on the local computer.
Figure 3: ACL project and data file in a local folder
User-added image

Data file location displayed in the table properties

To confirm that the data file is stored locally, open the ACL project in ACL Analytics, right-click the table, and select Properties (Figure 4). In the Table Properties dialog box, following Location, the local path for the data file is displayed (Figure 5).
Figure 4: Table right-click menu
User-added image

Figure 5: Table properties including data file path
User-added image

Method 2: Connect to the data table on AX Server

(For the full procedure for exporting from AX Server, see Exporting items from folders.)
In the Export dialog box (Figure 6), do not select Export data files along with selected definitions. The data file will continue to reside on AX Server and is called a server table. Select Browse to specify the local folder where you want the automatically created ACL project to be saved.
If you select Work with the exported file(s), The ACL project opens automatically after exporting is complete.
Figure 6: Export dialog box
User-added image

Security requirements

Connecting to a data table on AX Server (a server table) has several additional security requirements that need to be configured on AX Server. These requirements are explained in a subsequent section.

Export an ACL project file only

If you use Method 2, the result is that only an ACL project file is in the local directory you specify. The data file continues to reside on AX Server.
In Figure 7, the ACL project (New Folder_test) is the only item created in the local folder New Folder.
Figure 7: ACL project in a local folder
User-added image

Password prompt and error message

Before you configure the security requirements needed to connect to a server table, you will encounter a server profile password prompt (Figure 8), and an error message (Figure 9), when you open the ACL project. Enter your domain password in the prompt to see the error message.
Figure 8: Password prompt for an ACL project with a server table
User-added image
 
Figure 9: Server connection error message
User-added image

Server data file location displayed in the table properties

To confirm that the data file is stored on AX Server, right-click the table in the ACL project, and select Properties. In the Table Properties dialog box, Name displays the location of the AX Server data files directory (e:\acl\data\repository\datafiles), and the numeric ID of the server table. Location is Not Applicable because the data file does not exist locally (Figure 10).
Figure 10: Server table properties
User-added image

Configuring the security requirements for accessing AX Server tables

First, check that the Server Profile configuration in ACL Analytics is correct. The configuration information in the Server Profiles dialog box was automatically created when you logged in to AX Client for the first time. The information should have the same elements as those that appear in Figure 11, but with your personal and organizational information.
Figure 11: Server Profile configuration information
User-added image


To configuring the security requirements for accessing AX Server tables:
  1. Do one of the following:
     Create a domain user group specifically for AX users.
     Create a local Users group on the server housing AX Server and add AX users to the group.
Example of a local Users group:
User-added image
  1. Assign Allow log on locally rights to the group by doing to following on the server housing AX Server:
    1. Open the Local Security Policy utility.
User-added image
  1. Browse to Local Policies\User Rights Assignment, right-click Allow Log on locally and select Properties.
User-added image
You will see a Property below:
User-added image
  1. Click Add User or Group.
  2. Add the group you created for AX users.
    For example:
User-added image
  1. Grant the folder permissions for the group show in the table below.
     
Folder permissionExample
Full control for ACL\Data\aclseUser-added image
Read Only for the ACLSE Conf folderUser-added image
Read Only for the repository datafiles folderUser-added image
 
  1. Reboot the server housing AX Server to ensure that the Windows folder permissions are updated correctly.
Users should now be able to open ACL server tables from ACL Analytics.

Technical details

To access ACL server tables, ACL Analytics uses the ACL Analytics Exchange Connector Windows service on the server housing AX Server. The service uses an Impersonation access token that allows a server application to temporarily "be" the client in terms of access to secure objects. The service uses domain user credentials to log in and create .FIL files (ACL native data files) in the AX Server prefix location (ACL\Data\aclse\<user name>) when running preliminary analysis on a table, and it uses the domain user to access the Repository and aclse\Conf folders.
 
TitleSecurity requirements for Exporting AX Server data tables
URL NameSecurity-requirements-for-Exporting-AX-Server-data-tables

Powered by