CSV/Excel Download Restrictions

This feature, introduced in Release 5.5, is designed to prevent the downloading of CSV and Excel data from any tool even if the User has View or Edit access to the actual data.  To support this requirement, there are two new controls:

  • Config Variable - "Disable CSV & Excel Data Downloads (Y/N" (default 'N')
    • When set to 'N', system functions exactly as it does today
    • When this config setting is set to 'Y', ability to download CSV or Excel from viewers or receive CSV/Excel in attachments for emails (or push these out to FTP/Share File via burst) is turned off for ALL users except for those who have the new:
  • "Download CSV and Excel Data" Privilege that may be assigned to any Regular or Power User

When the new config Variable is set to 'Y' and a user does not have the "Download CSV and Excel Data", the distribution engine is designed to:

  1. Skip attachment of any CSV or Excel files to emails sent to the user
  2. Not push Excel or CSV file to filesystem or FTP for Bursts created by the user
  3. Include the fact that requested attachment was not included in Distribution log for the user so that this information is accessible for troubleshooting

Notes:

  • The restrictions noted above do not apply to Admins.  
  • The existing Privilege "Create content using CSV Files" is unrelated to the new Privilege.

New Configuration Parameter

When this Variable is set to:

  • "N", there are no restrictions on downloading to CSV or Excel for Regular or Power Users
  • "Y", only Regular or Power Users with the new "Download CSV and Excel Data" Privilege  have the option to download data/content to CSV or Excel from Viewers

New Privilege

This Privilege may be assigned to any Regular or Power User and to any Group using the Info tab of the related Editor.  With this Privilege, the individual user or Group member may:

A.  Download for CSV or  Excel from the following viewers:

  1. Dataset Viewer
  2. Metric Viewer
  3. Multi-Metric Viewer
  4. Legacy Report Viewer
  5. Dataset Report Viewer

B.  The system includes the downloaded file with Bursts of Collaborative emails/Digests that contain its related object

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