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       
(Showing Draft Content)

用户上下文属性管理

功能概述

在进行数据过滤时,我们支持使用用户的属性值来进行过滤,这些用于数据过滤的属性信息即称为用户上下文属性。

系统内置的用户属性和自定义的扩展属性均可作为用户上下文属性。

用户上下文管理界面就是用来显示和管理系统中所有的用户上下文属性信息。

用户上下文属性管理

管理员进入后台管理后,单击列表中的用户上下文,即可进入用户上下文管理界面,如下图所示。

界面中显示出了可用于数据过滤的用户上下文( 名称 列)与实际用户属性( 用户属性 列)的对应关系。

其中前六个属性,即用户名、邮箱、手机号码、名字、姓和角色为系统内置的属性,不可以更改或者删除;

其他的为扩展属性,可以删除,也可以通过右上角的添加按钮为其添加对应的用户上下文属性(支持添加多个)。

image2021-3-29_17-1-52.png


名称: 用于数据过滤的用户上下文名称。

用户属性: 系统内部存储的用户属性名称。一个扩展属性可以对应多个名称。

删除用户上下文属性

如您添加了一个扩展属性,但又不希望此扩展属性用于数据过滤,即可将其删除。删除后,此扩展属性将不可用于系统中的数据过滤。

单击扩展属性右侧对应的删除按钮 image2019-7-26_16-33-18.png ,然后在弹出的对话框中选择“ ”即可。

image2020-3-3_18-26-51.png

添加用户上下文属性

有两种方法可以添加用户上下文属性。

方法一: 添加扩展属性。

用户在添加扩展属性后,会自动映射出一个 名称用户属性 相同的用户上下文属性。所以添加扩展属性后,可以直接用此扩展属性进行数据过滤。

方法二: 在用户上下文管理界面进行添加。

在用户管理界面可以为已经定义的扩展属性添加对应的用户上下文属性,同一个扩展属性支持添加多个用户上下文属性。

比如,我们将删除的扩展属性“ 销售大区 ”再添加回来,使其可以用于数据过滤。

  • 第一步: 单击右上角的“ +添加 ”按钮。

    image2020-3-3_18-28-1.png

  • 第二步: 输入用户上下文名称(可与扩展属性名相同,也可以不同),选择对应的扩展属性,然后单击“ 新建 ”按钮即可。

    image2020-3-3_18-29-11.png

  • 第三步: 查看添加效果。

    image2020-3-3_18-29-45.png

注意

由于旧版本的系统未支持用户上下文属性的管理功能,因此升级安装后需按照以上步骤手动添加已有“扩展属性”与用户上下文属性的映射关系,将“名称”设置为扩展属性的名称即可。

使用用户上下文

用户上下文主要用于根据不同的登录用户显示不同数据的应用场景。

用于数据源连接串

将用户上下文用于数据源连接串中实现不同的用户登录时,使用同一数据源但可以连接不同的数据库。

数据源连接串中的所有配置项都可以使用用户上下文,使用方式为“@{用户上下文名称}”如“@{DBName}”。

示例:

1. 比如管理员admin 创建了一个扩展属性“DBName”,新添加的扩展属性会自动成为用户上下文,可用于数据过滤。

admin用户的DBName属性值为northwind,张三的DBName属性值为pubs。

image2020-3-2_17-56-41.png

2. admin 使用连接字串创建数据源。并将Database设置为用户上下文DBName。

image2020-3-2_18-7-52.png

创建成功后,可见数据源中为Northwind数据库中的数据。

3. admin 将数据源分享给张三所属角色。关于分享的更多介绍,请见文档权限管理/分享文档

4. 张三登录系统,查看该数据源,可见该数据源连接的是pubs数据库。

用于数据集中数据过滤

具体应用示例请您参考:行级数据管理

用于报表中数据过滤

具体请参考:用户/组织上下文信息