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Grant users access to cubes

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Security for analysis cubes is set up independently from security for Microsoft Dynamics AX. To grant users access to cubes, you must assign the users to database roles in Microsoft SQL Server Analysis Services.

When you deploy the cubes that are included with Microsoft Dynamics AX, default roles are created in the database where you deploy the cubes. The following procedures explain how you can assign users to these default roles.

Important

Keep the following information in mind when assigning users to roles in Analysis Services:

  • Role members have permission to view all data in the cubes that the role has access to. For example, if you assign a user to the Project supervisor role, that user will have access to all data in the Project accounting cube.

  • The default roles that are created in Analysis Services are not synchronized with the security roles in Microsoft Dynamics AX. For example, if you modify the permissions of the Accountant role in Microsoft Dynamics AX, it does not affect the Accountant role in Analysis Services.

Assign users to a database role

Complete the following procedure to assign users to a database role.

  1. In SQL Server Management Studio, connect to your Analysis Services instance.

  2. In the tree view, expand the Databases > [Database Name] > Roles node.

  3. Right-click the appropriate role, and then click Properties. The Edit Role – [Role Name] form is displayed.

  4. In the Select a page area, click Membership.

  5. Click Add. The Select Users or Groups form is displayed.

  6. Add the appropriate Active Directory users or user groups to this role.

    • To add an Active Directory user to the role, enter the user’s name in the following format: [DomainName]\[UserName]. Click OK.

    • To add an Active Directory group to the role, complete the following steps:

      1. Click Object Types.

      2. In the Object Types form, select the Groups check box. Click OK.

      3. The Select Users or Groups form is redisplayed. Enter the name of the user group in the following format: [DomainName]\[UserGroupName]. Click OK.

    Note

    Analysis Services supports Windows authentication only. Users who do not have Active Directory accounts will not be able to access cube data. This means that users who access Enterprise Portal for Microsoft Dynamics AX using claims-based authentication will not be able to view cube data in reports and web parts.

    If you configure Enterprise Portal to use claims-based authentication, you should remove the reports and web parts that were designed to display cube data. For more information about using claims-based authentication with Enterprise Portal, see Flexible Authentication in Microsoft Dynamics AX 2012.

Specify which cubes a database role has access to

Complete the following procedure to specify which cubes a database role has access to. To see a list of the cubes each role has access to by default, see Default Analysis Services roles.

  1. In SQL Server Management Studio, connect to your Analysis Services instance.

  2. In the tree view, expand the Databases > [Database Name] > Roles node.

  3. Right-click the appropriate role, and then click Properties. The Edit Role – [Role Name] form is displayed.

  4. In the Select a page area, click Cubes. A list of the cubes that are contained in the database is displayed.

  5. In the Access column, specify the type of access that you want the selected role to have for each cube. You can select None, Read, or Read/Write.

  6. Click OK.