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updateAccessRules

Supported in API v24+

updateAccessRules requires Access Rule Security

Category

Access Rules modification

Description

Update or replace a set of existing access rules from an access rules spreadsheet file.

Permissions Required To Invoke

Admin

Parameters Required On Request

Credentials, importOption

The method allows user to upload a spreadsheet file to update access rules. The content-type of the method request is multipart/form-data.

Request Format

  1. Key is request, value is xml content, which contains a credentials tag to identify and authorize the calling user and an importOption tag to specify the operation. The user must have "Admin" permission to update access rules. 
  2. Key is content, Spreadsheet file to be imported. Spreadsheet files with extension .xls and .xlsx are supported. The file is the same with the files used in the UI access rules import.

Example

HTTP Request Body Form Data
Key Value Content Type
request
<?xml version='1.0' encoding='UTF-8'?>
<call method="updateAccessRules" callerName="a string that identifies your client application">
    <credentials login="sampleuser@example.com" password="my_pwd" locale="en_US"/>
    <importOption operation="update"/>
</call>
text/xml
content access_rules_template.xlsx  

Full Request Example 

POST https://api.adaptiveinsights.com/api/v24
Content-Type: multipart/form-data; boundary=WebAppBoundary
 
--WebAppBoundary
Content-Disposition: form-data; name="request"
Content-Type: text/xml
 
<?xml version='1.0' encoding='UTF-8'?>
<call method="updateAccessRules" callerName="a string that identifies your client application">
    <credentials login="sampleuser@example.com" password="my_pwd" locale="en_US"/>
    <importOption operation="update"/>
</call>
--WebAppBoundary
Content-Disposition: form-data; name="content"; filename="access_rules_template.xlsx"
 
< access_rules_template.xlsx
--WebAppBoundary--
XLSX Template Format

See the Complete the Template or Edit sections of Create Access Rules to view the format for the access rules template .xlsx file. 

credentials element

Tag Name

credentials

Description

All API calls must contain a single credentials element to identify the user invoking the API. The API call is then performed as this user (any audit trail or history of actions in the system will show that this user performed the action), and therefore the user must have the required permissions to perform the action in order for the API call to succeed.

Attributes of the Element

Attribute Name

Required?

Value

Example

login

Y

The login name of the user invoking the API method. This user must have a role containing the permissions required for the method being invoked.

sampleuser@company.com

password

Y

The password of the user invoking the API method.

my_password

locale

N

Specify the locale to be used to interpret incoming numbers and dates, and to format outgoing numbers and dates (using the proper thousands separator, month names, and date formatting). The locale is also used to specify the language in which any system messages in the response should appear. If not specified, en_US (American English) is used.

fr_FR

instanceCode

N

If the user specified in the credentials has access to more than one instance of Adaptive Planning, this attribute can be used to specify that the user is intending to access an instance other than their default instance. If not specified, the user's default instance will be used. To determine the available instance codes, use the exportInstances API.

MYINSTANCE1

Contents of the Element

(none)

 

importOption element

Tag Name

importOptions

Description

Specifies an operation to update access rules..

Attributes of the Element

Attribute Name

Required?

Value

Example

operation

Y

"update" or "replaceAll"

"update":

  • Replaces the access rules of the users or groups who are mentioned in the request. For example, say you add one rule in the template for the Accountants group. Update replaces all the existing rules for the Accountant group with the one new rule. If you intend to add an additional rule to this group, export the existing rules and then add one more rule. The import then includes the existing rules as well as the new rule. 
  • Adds rules for new users or groups. For example, say the template only has rules for new users or groups that before had no rules. Update adds the news rules and leaves all existing rules as-is.

"replaceAll": Deletes all existing rules and adds the rules that are in the request.

update

Contents of the Element

(none)

CURL Example

curl -F "request=<updateAccessRules.xml;type=text/xml" -F "content=@access_rules_template_jp.xlsx" https://api.adaptiveinsights.com/api/v24

Response Format

There are two possible content-type for the response:

  1. When the request succeeds or there are errors not related to the content of the uploaded spreadsheet, the content-type is text/xml.
  2. When the uploaded spreadsheet contains errors, the content-type is multi-part/mixed. The response body contains two parts:
    1. The first part is the xml data and represents the request status.
    2. The second part is the base64 encoded error report spreadsheet file.

Example

Response Without Spreadsheet Errors

HTTP/1.1 200 OK
Content-Type: text/xml;charset=UTF-8
 
<?xml version="1.0" encoding="UTF-8"?>
<response success="false">
    <messages>
        <message type="ERROR" key="error-dac-not-enabled">Dimension Access Control is not enabled in this instance.
        </message>
    </messages>
</response>

Response with Spreadsheet Errors

HTTP/1.1 200 OK
Content-Type: multipart/mixed; boundary=----AdaptivePlanningAPIBoundary173bb6faa3d
 
------AdaptivePlanningAPIBoundary173bb6faa3d
Content-type: text/xml; charset=UTF-8
 
<?xml version="1.0" encoding="UTF-8"?>
<response success="false">
  <messages>
    <message type="ERROR" key="error-contains-data-error">Error occurred, refer the error sheet for detailed error.</message>
  </messages>
</response>
 
------AdaptivePlanningAPIBoundary173bb6faa3d
Content-Disposition: attachment; filename="Error Report.xlsx"
Content-type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet
Content-Transfer-Encoding: base64
 
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------AdaptivePlanningAPIBoundary173bb6faa3d--

Save the Error Report Spreadsheet File

The Error Report.xlsx in the response is base64 encoded data. To open it in Microsoft Excel, convert the data from base64 to binary and then save it as a binary file.

Steps to convert the data in the response to an error report spreadsheet with text editor:

  1. Open a text editor supports Hexadecimal encoding, like Sublime Text.
  2. Create a new file, save it with name error_report.xlsx.
  3. Click File > Reopen with Encoding > Hexadecimal.
  4. Use a tool like Cryptii to convert the base64 data to hex. Remember to remove the tailing newline character.
  5. Copy the converted data to the text editor, then save.
  6. The file should open with Microsoft Excel.

Error Message Descriptions

Type Message Example/Description
Error Missing import operation attribute. The operation attribute is not specified.
Error Invalid operation attribute. The operation specified in the request is not valid. Valid value is "update" or "replaceAll".
Error Invalid request format. The request part is not valid XML data.
Error Dimension Access Control is not enabled in this instance. The target instance doesn't have DAC enabled.
Error Invalid spreadsheet file The uploaded file is not a valid spreadsheet file, make sure that is a .xls or .xlsx file.
Error Error occurred, refer to the error sheet for detailed error. There are some data errors in the uploaded spreadsheet file.

 

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