How to give customers access to their data in my system

15 pts.
Tags:
Data access
Data Management
I want to give customers access to our system so they can view their own data. Instead of sending them CSV file or Excel dumps. I imagine copying relevant data to a database every day and somehow give each customer a login that gives them access to only their part of the data. Looking for a solution but don't know what to Google for?
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  • Subhendu Sen
    What type of system is there! Is there a front-end interface/ OS generated shell script that customers access it. If this is a front-end interface/ any view page, you may create a user permission info. from where you can assign their limitations.
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  • CharlieBrowne
    Assuming this is a web based solution, is day old data OK. OR is it better go give them view only access to live data? Not know what type of hardware/software you currently have limits us as to giving you more specific assistance. 
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  • ToddN2000
    What type is the system the data is on? Does it need to be real time? What type if interface will the customer use to request data? What security methods do you plan on using to prevent a customer from accessing another customers data? Does the customer want their data as a file or viewed on a display? Can you provide more details?
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  • hlombard
    I am looking for an off the shelf solution or at least a toolset that makes rolling this out easy.

    I should not matter what type of database the data is stored in - a good tool should be able to connect to any.

    I can imagine a customer land on a page with a dashboard with a few informative graphs about their history and another page were he can select the columns he wants to see / download with filter ability for each.


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  • TheRealRaven
    If "a good tool should be able to connect to any", then there aren't many "good tools" available.
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  • Fred Churchville
    I don't know if this relates exactly to what you want to do, but this article talks about a company that moved from Excel-based data management to a SaaS strategy, for the better it seems: http://searchsoa.techtarget.com/feature/BizSlate-SaaS-BPM-builds-on-popular-small-business-tools

    There are lots of tools like this, so this isn't a plug for this particular solution necessarily, but it's just a way to show you what people are doing.
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  • ToddN2000
    You may also be able to accomplish this with some cloud services. I am still learning about the cloud but it seems like a good possibility.
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  • TheRealRaven
    A problem is that there are literally hundreds of 'tools', most appropriate for particular kinds of environments, and many (or most) appropriate in combination with other 'tools'. Their applicability relates to many factors, not the least of which would be the prior experiences of any assigned staff.

    The OP sounds as if it's for perhaps a single proprietorship business with perhaps a small number of clients or customers, each with some limited amount of data in unspecified forms. As such, it could be as simple as a web page that lists a small number of canned queries and presents results in basic rows.

    In that sense, there might be no 'tools' involved at all. It just needs a 'junior' web developer to throw together something one step beyond a prototype.

    Or it could be anything more than that all the way up to...?
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  • carlosdl
    Yeah, I don't think there is going to be any "plug and play" solution for this.
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