Filter

What is a filter?

The freely configurable filters of the PSR client provide all methods for easy retrieval of stored data. The filter criteria are always adapted according to the module in which you are currently located. When you select one or several search criteria, and click on “Apply filter”, the results will be displayed in the list view. If necessary, this process can be repeated as desired and further restrictions can be added.

Relevant rights

The following option is required for editing filters:

User right

• Can edit filter

Who is allowed to use the filter?

The filter is an indispensable working tool because of the possibility to restrict existing results according to individual requirements. Consequently, all users can use the filter. It is, of course, possible to place restrictions for filter criteria. This means that the filter criteria available to individual employees can be restricted by means of Authorization and protection mechanisms. For example, an employee can only filter for the Forms password if he has the read permission for that form.

CAUTION: There are no permissions for Tags. This means that any employee can use any tags. The display order in the filter is determined by the frequency of use. This process is not critical to security, since tags do not grant any permissions. They are merely a supportive measure for filtering.

Application example

Filter without criteria

By selecting the desired criteria and applying the filter using the button of the same name, the set of all the records corresponding to the criteria is displayed in the list view. If you used the filter without criteria, you would obtain a list of all records to which you generally have authorization.

As you can see, 133 records are not really manageable. In most situations you will need to reduce the number of records by adding filters.

Adding filter criteria

The filter organization can be applied directly to the authorizations to restrict the number of records according to the authorizations granted. In this case, the logged-on user holds rights for various areas. However, it would like to see only those records which are assigned to the Own passwords area within the organisational structure. In addition, there should be further restrictions, which could be formulated as in the following sentence: “Deliver all records from my own passwords that were created with the form password and which contain the expression 2016 and the tag Administrator.

As can be seen, the filter delivers the desired results. The extent to which the filter criteria match the three remaining data sets is assigned in colour.

CAUTION: When filtering with several criteria, such as forms, content and tags, all filter criteria must be complied with. It is therefore a logical “AND operation”. Other possible methods for linking criteria are described in detail in the Advanced Filter Settings.

Content filter

The term * 2016 * is part of the description in the * My Schufa * record, part of the description of * Wordpress 2016 * and Microsoft Online 2016 . Since the search *”in all fields” is activated in the content filter, all three records are also included in the results, and are displayed in the list view. You can also configure the content filter to search for expressions in a specific field. The icon next to the expression ”in all fields” opens the content filter configuration in a modal window. As can be seen, the content filter has been configured to only search in the form password and then only in the form field Internet address:

It is very easy to abstract, because of the present example, that the filter can be adapted to your personal requirements. It is thus the most important tool to be able to retrieve data once stored in the database.

CAUTION: The effectiveness of the filter is closely linked to data integrity. Only when data is kept clean, efficient operation with the filter is ensured. It is important that employees are trained in the correct handling of the filter tool as well as when creating the records. Workshops show the best success rate in this context. If you require further information, contact us under mail to: sales@passwordsafe.de.