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Previewing how security rules affect user privileges

The Preview tab in the Security rules page is similar to the search results page in the Audit page. The Preview tab shows the users access rights to resources as defined by the security rule that you are defining on the security rules edit page.

Information noteInactive users will not be shown.

Do the following:

  1. Define a rule on the Security rule edit page and click Preview in the Associated items property group.

    The results are displayed in Grid mode by default, but you can toggle between the List and Grid views at any time.
    Information noteBy default, the first round of query results are presented for 10 resources and 20 users. To see more click See more items at the bottom of the page.

    Could not determine a distinct resource for preview, please use the audit tool instead is displayed if the system cannot return a result.

  1. Select a property to filter the results on from one or more of the drop-down lists above the search results.

    The list or grid is automatically filtered according to your selections.

    The default selection for all properties, with the exception of Display, is All. Next to All you see the number of available property items, if any.
  2. Select further properties to filter on as required.

    Tip noteYou can see the number of resources that the query returned in the drop-down filter that has the resource's name. To reset the filtering, set all the properties to All.
  3. In Grid display mode the types of access that apply to each resource and user are shown using a set of icons. See Audit grid icons.

  4. In Grid display mode, clicking on an item in the matrix opens the Applicable rules window.

    The Applicable rules window includes a series of tabs each containing more details on the rules, resources, and users associated with the user and resource you selected. The rules are color coded.

    Color Description
    Green Successful validation of the rule.
    Yellow Successful validation of the rule. But the rule is disabled.
    Red

    Invalid rule due to invalid conditions in the system rule setup.

    Click Edit to go to the Edit view of the selected resource or OK to close the window.

    Tip noteItems that can be clicked on are highlighted in green when you move the cursor over them.
  5. In Grid display mode, selecting an Action to filter on shows you the number of rules that exist per resource and user.

    Click on a number to open the Applicable rules window for more details on those rules.

  6. In List display mode, clicking on an item opens a separate window with more details on the selected item.

    Click Edit to go to the edit view of the selected resource or OK to close the window.

  1. Click @Edit rule to edit the rule you are previewing.

You have now filtered a security rule preview.

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