Unlock the Power BI Row Level Security With a Comprehensive Step-by-Step Guide on enabling RLS

Row-Level Security (RLS), in the context of Power BI, refers to limiting the rows of data that a specific user can see when viewing a report. This allows you to better control what users can see in the published report based on their Power BI login account. For example, using this technique, a regional manager can view data for his region but not data for other regional managers. Thanks to this approach to data protection, it is possible to publish a single report or dashboard (we manage and maintain only one report then) instead of several identical ones supplied with a different set of data.

 

Table of content:


1.Power BI – general information


2.Security in Power BI


3.Types of RLS in Power BI


3.1.Static RLS


3.2.Dynamic RLS


3.3.Difference between static and dynamic RLS in Power BI


4.RLS Management Power BI


4.1.Table of users


4.2.Role table


4.3.Relations


4.4.DAX Filters


Consider TTMS as Your Trusted Partner in Power BI


Final thoughts


1. Power BI – general information


Power BI is a robust and versatile business intelligence and data visualization tool developed by Microsoft. It enables organizations to transform raw data into meaningful insights, empowering users to make informed decisions. With its intuitive interface and robust analytical capabilities, Power BI allows users to connect to various data sources, create interactive reports and dashboards, and share them securely across the organization. The platform offers a range of advanced features, including data modeling, data cleansing, and advanced analytics, enabling users to uncover hidden patterns, trends, and correlations in their data. With its cloud-based Power BI service, users can access and collaborate on reports and dashboards from anywhere, on any device. Power BI has gained popularity for its user-friendly interface, extensive integration capabilities with other Microsoft products, and vibrant community that contributes to its continuous development and expansion.


 

2. Security in Power BI


Security is a paramount aspect of Power BI, ensuring the protection and confidentiality of data within the platform. Power BI offers robust security features to safeguard sensitive information and control access to reports and dashboards. It provides granular security controls, such as Row-Level Security (Microsoft RLS), which allow organizations to restrict data visibility based on user roles and responsibilities. Additionally, Power BI incorporates role-based access controls (RBAC), enabling administrators to define and manage user permissions at different levels, ensuring that only authorized individuals can view and interact with specific data. Power BI also supports secure data connections, encryption in transit and at rest, and compliance with industry-standard security certifications, such as ISO 27001 and GDPR. Microsoft, as the provider of Power BI, has a strong commitment to data security and privacy, regularly updating and enhancing its security measures to address emerging threats and vulnerabilities. This focus on security instills confidence in organizations using Power BI to handle their sensitive data.


 


3. Types of RLS in Power BI

There are different methods of using RLS with the Power BI service. You can configure row-level security Power BI as plain, so-called. static RLS or dynamic RLS.

3.1 Static RLS

Static RLS, also known as “Row-Level Security,” is a powerful feature in Power BI that enables organizations to implement fine-grained access control at the row level. With Power BI’s static RLS, security logic is defined within the Power BI (.pbix) file itself during the RLS (RLS PBI) implementation process. This security logic involves creating roles with expressions that filter the data based on specific conditions.

Static RLS allows administrators to define security roles that determine which rows of data a particular user can access and view. These roles are associated with conditions or filters that limit the data based on user attributes, such as department, region, or any other relevant criteria.

By configuring static RLS, organizations can ensure that each user only sees the subset of data that they are authorized to access, thus maintaining a high level of data security and confidentiality. The static RLS rules are embedded in the Power BI file, and any changes to the security logic require modifying the PBIX file, saving it, and republishing it.

Implementing static RLS in Power BI (RLS Power BI) allows for centralized management of Power BI security roles, ensuring consistency across reports and dashboards. It streamlines the process of maintaining and updating security rules, as changes made to the roles can be applied universally to all reports that leverage those roles.

Static RLS provides a robust mechanism for enforcing row-level security within Power BI, enabling organizations to control data access based on predefined rules and ensuring that sensitive information remains protected.

3.2 Dynamic RLS

Dynamic RLS, also known as “Dynamic Row-Level Security,” is another powerful feature in Power BI that allows organizations to implement data access controls based on user attributes stored within the data itself. With dynamic RLS, the security definition is created in connection with the user account information already present in the data tables.

In dynamic RLS, the security logic is not defined within the Power BI file, but rather in additional tables that are loaded into the data model. These tables contain user login information and the corresponding data attributes that determine their access rights. The user login information can be sourced from various sources such as Active Directory or SharePoint lists.

When a user accesses the Power BI report or dashboard, Power BI dynamically applies the RLS rules based on the user’s credentials. By leveraging functions such as USERNAME() or UserPrincipalName() in Data Analysis Expressions (DAX), the dynamic RLS tables are used to filter the data and ensure that users can only view the relevant rows based on their attributes.

The flexibility of dynamic RLS allows for easier updates and maintenance of security rules. To modify the security logic, administrators can simply add, edit, or delete records in the associated tables, without the need to modify and republish the Power BI file.

Dynamic RLS is particularly useful in scenarios where the data attributes or user access rights frequently change. For example, if the data contains sales information for different territories, dynamic RLS can dynamically filter the data based on the user’s assigned territory, ensuring that they only see the relevant sales data.

Implementing dynamic RLS requires the creation of tables that store user attributes and their associated data access permissions. Relationships between these tables and the fact tables containing the actual data are established to enable proper filtering.

By leveraging dynamic RLS, organizations can ensure that users only see the data that is relevant to them, based on their attributes stored in the data. This provides a flexible and efficient way to enforce row-level security in Power BI (Row level security pbi), minimizing manual intervention and maintaining data confidentiality and integrity.

 

3.3 Difference between static and dynamic RLS in Power BI

The main difference lies in how the security logic is defined and updated.
Static RLS – that also answers a question “what is row level security?”, involves defining the security logic within the Power BI (.pbix) file itself during the Power BI RLS implementation process. Roles with expressions or filters are created within the file to determine which rows of data a specific user can access. Any changes to the security logic require modifying the PBIX file, saving it, and republishing it. Static RLS provides a straightforward approach to data protection and is suitable for scenarios where security rules remain relatively static.

On the other hand, dynamic RLS, also known as Dynamic Row-Level Security, relies on the security definition created in connection with the user account information stored in the data tables. Dynamic RLS does not involve modifying the Power BI file for security updates. Instead, additional tables are loaded into the data model that contains user login information and associated data attributes. Functions like USERNAME() or UserPrincipalName() are used to filter the data dynamically based on the user’s credentials. Changes to the security logic in dynamic RLS can be made by adding, editing, or deleting records in the associated tables. Dynamic RLS offers greater flexibility and ease of maintenance compared to static RLS.

In terms of implementation, static RLS requires changes to the Power BI file itself, while dynamic RLS leverages external tables to determine row-level security (RLS) with Power BI. Static RLS provides centralized management of security roles, ensuring consistency across reports and dashboards. However, updates to the security logic require modifying and republishing the PBIX file. On the other hand, dynamic RLS allows for easier updates as changes are made directly in the associated tables without the need to modify the Power BI file.

Both static and dynamic RLS enable organizations to enforce data access controls and restrict the visibility of data based on user roles and attributes. The choice between static and dynamic RLS depends on the specific requirements of the organization, the frequency of security updates, and the level of flexibility needed in managing the security rules. Static RLS means that we define security logic, in the form of roles assigned to a data filtering expression in the Power BI file (.pbix), and for each logic change we have to open the PBIX file, apply the change, save the file and republish it.

Dynamic RLS, on the other hand, relies on a security definition created in association with the user account in the data itself. It doesn’t sound very interesting yet, so let’s focus on a specific example.

When person X logs into the system, we can read from the data tables that are loaded additionally to the model that this person should only have access to specific invoices. In the dynamic RLS table that we have created, we have an associated user login with individual invoice IDs. This method is possible in the Power BI service using the UserName () or UserPrincipalName () DAX functions. In dynamic RLS, therefore, to change the logic, it is enough to add / edit / delete records in tables. That’s all!

However, before we follow the process of creating dynamic RLS, let’s first summarize – to define dynamic RLS and security roles, you need: user table with login ID and group to which they belong, role table, appropriate relationships (user table filters the role table, and this one filters the table facts), at least one role with a DAX filter with UserName and UserPrincipalName functions.

 

4. RLS Management Power BI

RLS Management in Power BI involves effectively implementing and maintaining Row-Level Security to control data access based on user roles and attributes. With RLS, organizations can ensure that users only see the data that is relevant to them, while maintaining a high level of data protection and confidentiality.

For example, consider a scenario where a Power BI report contains data for multiple regions. By implementing RLS, a regional manager can be granted access to view data specific to their region, while being restricted from accessing data for other regional managers. This approach streamlines data protection by enabling the publication of a single report or dashboard that can be managed and maintained centrally, eliminating the need for multiple reports with different datasets.

Power BI provides the necessary tools and features to manage RLS efficiently. Administrators can define security roles and associated filters to control data visibility. The Power BI service allows for the centralized administration of security roles, providing a comprehensive overview of the roles implemented within the organization.

Additionally, Power BI offers capabilities for auditing and monitoring RLS usage and effectiveness. This helps administrators track and analyze access patterns, identify any potential security gaps, and ensure compliance with data protection regulations.

To effectively manage RLS, administrators can leverage resources provided by Microsoft, such as the Power BI documentation on RLS management. The documentation offers guidance on implementing RLS, creating security roles, and managing access levels based on user attributes and roles.

By implementing RLS management in Power BI, organizations can enforce data access controls, ensure the appropriate level of security, and provide users with access to the data they need to make informed decisions while maintaining data confidentiality.

Power Bi security roles

Only users (preferably domain groups) should be assigned to such a defined role on the portal – from that moment on, a user in such a role will not see any rows other than those that meet the condition of the role. However, beware – the participation of a given user in more than one role at the same time may result in the disclosure of all data! Therefore, the report and the assumed roles should be tested well.

Bezpieczeństwo na poziomie wiersza w Power BI

 

4.1 Table of users

For dynamic RL to work, you must create a table of all users. This table must list all users with the field as their login ID for the Power BI report and the group that the user belongs to. The table can come from e.g. Active Directory or Sharepoint list.

If the report is hosted on the Power BI service, the sign-in is the email address users use to sign in to Power BI. If the report is hosted on Power BI Report Server, the login is the network account that is used to sign in to the report server.

Sample table:

Power Bi RLS

4.2 Role table:

Then we move on to the problem of creating roles that can filter data based on user group. We need to create a table that holds all the associations.

Sometimes the role table is not required. The user table can act as a role table.
For example, if we are implementing a Power BI payroll report, we want each user to see only their personal data.

4.3 Relations

Now we need to link this table to both the users table and the actual fact table. It is important that the role table filters other tables in the Data Model. Filtering between tables in Power BI is defined as a relationship. We need to have a relationship with proper direction to other data tables in the role table data model.

Row-level security power bi

4.4 DAX Filters

The last element is associating the current user with mail. This can be achieved by creating a role:

Row-level security (RLS) with power bi

In the “user” table, we add the following DAX expression (username () gets the credentials of the logging in user):

power bi dataset permissions

After publishing the report, open the security menu of the given data set.

power bi column level security

At this stage, we need to connect the role created in Power BI Desktop with the users of the powerbi.com service. Click Add and Save.

Row level security Power Bi

In summary, the user’s login credentials will filter the user table, this will in turn filter the roles table, which in turn will filter the relevant data in the fact table:

Person 1:

Power Bi row level security

Person 2:

power bi member vs contributor

Consider TTMS as Your Trusted Partner in Power BI

Consider Transition Technologies MS (TTMS) as your trusted partner in Power BI. TTMS is a renowned provider of technology solutions, with a strong expertise in Power BI and data management. With a proven track record of successful projects, TTMS has gained the trust of clients worldwide.

TTMS collaborates closely with Microsoft, ensuring a deep understanding of Power BI and its advanced features, including Row-Level Security (RLS) implementation. As a Microsoft partner, TTMS stays up-to-date with the latest developments in Power BI, ensuring that clients receive cutting-edge solutions that meet their specific needs.

When choosing TTMS as your Webcon provider for Power BI, you benefit from their extensive experience and domain knowledge. TTMS offers a dedicated Webcon team that specializes in implementing secure and efficient Power BI solutions, including RLS. The Webcon team collaborates closely with clients to understand their requirements and design tailored solutions that address their unique challenges.

TTMS provides a wide range of services to support your Power BI journey, from initial implementation to ongoing support and maintenance. Their services encompass data modeling, report design, RLS implementation, and security roles management. With TTMS’s expertise in Power BI and RLS, you can ensure the seamless integration of row-level security in your Power BI projects.

To learn more about TTMS’s Power BI services, visit their services page, where you can explore their offerings, including Power BI Managed Services. TTMS’s Power BI Managed Services provide comprehensive support, ensuring the smooth operation of your Power BI environment, including RLS management, data governance, and performance optimization.

Choose TTMS as your trusted partner for Power BI, and you’ll benefit from their deep expertise, collaboration with Microsoft, dedicated Webcon team, and comprehensive services. Trust TTMS to deliver secure, efficient, and tailored Power BI solutions that help you unlock the full potential of your data.

 

Final thoughts

In conclusion, Power BI is a powerful business intelligence tool that empowers organizations to transform data into actionable insights. With its intuitive interface, advanced analytics capabilities, and cloud-based service, Power BI offers a comprehensive solution for data visualization and analysis. The platform’s commitment to security is evident through features like Row-Level Security (RLS), which enable organizations to control data access based on user roles and responsibilities. Whether through static RLS, which defines security logic within the Power BI file, or dynamic RLS, which leverages user attributes stored in the data, organizations can enforce granular security measures. Managing RLS PBI ensures that users only have access to relevant data, promoting data confidentiality and integrity. Moreover, partnering with Transition Technologies MS (TTMS), a trusted provider with expertise in Power BI and RLS implementation, offers organizations a reliable solution. TTMS collaborates closely with Microsoft, providing cutting-edge solutions and a dedicated Webcon team to address specific requirements. With TTMS’s range of services, including Power BI Managed Services, organizations can effectively manage RLS and unlock the full potential of Power BI in their data-driven journey.


Łukasz Błaszczyk – BI Developer in Transition Technologies MS

TTMS blog – the world through the eyes of IT experts

TTMS implemented an AI-based system for Takeda Pharma

TTMS implemented an AI-based system for Takeda Pharma

The IT market is witnessing rapid changes due to the increasing use of new artificial intelligence (AI) solutions. AI will soon be the basis of the offer of modern IT companies. Transition Technologies MS (TTMS), a Polish IT company that is one of the leaders in modern IT outsourcing (managed services), planning its debut on the Warsaw Stock Exchange, has just completed a successful SI implementation project at Takeda Pharma. (more…)

Read more
What is Copilot Microsoft – your AI for special tasks

What is Copilot Microsoft – your AI for special tasks

In a world where technology changes our lives every day, Microsoft is revolutionizing human-computer interaction with a tool named Copilot. This innovative product is more than just a regular assistant – it’s a partner in idea realization, utilizing advanced artificial intelligence to help users achieve goals previously considered unattainable. (more…)

Read more
Best Practices for Adobe Experience Manager Implementation

Best Practices for Adobe Experience Manager Implementation

In today’s digital world, customer experiences have taken the front row of business priorities. As they say—experience has become the new product. Fostering a seamless and enriching user experience can make a significant difference in engaging your potential customers effectively, therefore increasing conversion rates and revenues. To cultivate this enriching experience, you need advanced tools, and one such vital tool is Adobe Experience Manager (AEM). This comprehensive guide offers practical insights into AEM implementation best practices. Table of consent: What is Adobe Experience Manager? AEM Implementation Best Practices – Getting Started Best Practices in Developing Adobe Experience Manager (AEM) Development, Software and Content Architecture Coding Guidelines JCR & OSGi Integration Java API Best Practices Best Practices in Deploying AEM Oak Deployment and Performance Optimization Administering AEM Best Practices AEM Assets Management AEM Sites Content Management And Compliance Authoring – AEM Assets Best Practices File Formats Support Encoding Source Video Files Optimizing Quality of Images How TTMS Can Help You with Implementing Best Practices to Your AEM System? Comprehensive Planning and Strategic Approach Experts at Your Disposal Personalized Training and Support Conclusion 1. What is Adobe Experience Manager? Before diving deep into the best practices for its implementation, let’s lay down an understanding of what Adobe Experience Manager actually is. Serving as the backbone of digitized marketing efforts, AEM is a content management service that aids organizations in creating websites, mobile applications, and forms to manage their marketing content and assets more efficiently. Elegantly splitting ‘content’ from ‘presentation,’ AEM ensures swift modifications without disrupting the overall design or compromising brand consistency across all platforms. Being a part of Adobe Marketing Cloud, it allows marketers to leverage data-driven methods for delivering personalized content and thereby enhancing overall user experiences. With the introduction of features like automation, artificial intelligence, and personalization—AEM stands tall in offering organizations an excellent toolkit to scale their digital infrastructure seamlessly. To quote an interesting fact on how AEM enhances customer experiences – according to Adobe, “Shoppers can register and shop without waiting” with AEM eCommerce integration. Such features play a pivotal role in driving conversions by making consumers’ shopping journeys pleasingly uninterrupted. Being aware of what AEM offers is essential; however, implementing it requires certain best practices which we will discuss next to extract maximum value out of it! 2. AEM Implementation Best Practices – Getting Started Venturing into Adobe Experience Manager (AEM) implementation? Knowing the appropriate steps to take can sometimes be puzzling. With ‘best practices for implementing Adobe Experience Manager’ as your guide, those initial steps towards a successful experience become a joyful walk in the park rather than an uphill climb. An essential starting point is understanding the scope and requirements of your specific project. This exploration should include stakeholders’ needs, technical constraints, security considerations, and end-user expectations. Here are four critical items that we recommend prioritizing early on during your AEM implementation journey: Setting clear business goals: Define what success would look like for the project. Your objectives should align with overall business needs so you’re sailing smoothly towards shared success. Understanding platform capabilities: Adobe Experience Manager is versatile with a multitude of tools at its disposal such as Sites, Assets, Campaigns, and more. Understanding these functionalities will help tailor an efficient solution suitable for your specific context. Aligning team competencies: An AEM project demands a variety of skill sets from design through to development and maintenance roles so assembling a knowledgeable team is key. Planning for content migration & management: Content forms the bedrock of any digital experience management platform; hence careful planning around its organization, migration, and workflow establishment becomes fundamentally crucial. Another strategic move which comes highly recommended especially when discussing AEM implementation best practices, involves setting up an effective caching method at the dispatcher level; thanks to research showing that “efficient caching strategies at the AEM dispatcher level further boost site speed and user experiences.” This proves that putting in extra care at the start of your AEM implementation journey pays off massively in giving your users a speedy, seamless experience. With these strategies for starting right, you’re well on course towards achieving an effective best practices of Adobe AEM implementation. As we continue our exploration into individual components ranging from development to administration, remember: every step forms part of this venerable whole known as AEM component best practices. 3. Best Practices in Developing Adobe Experience Manager (AEM) In this section, we delve into developing AEM – detailing the AEM performance best practices to consider while establishing development, software, and content architecture. Subsequently, we shall examine AEM coding best practices, explore JCR & OSGi integration methods then finish off by highlighting Java API best practices. Development, Software and Content Architecture Starting with the right foundation is pivotal in ensuring a robust AEM implementation. Here are some of the key guidelines when structuring your development process: Initiate an end-to-end approach: This ensures all aspects of your projects from start to finish are well accounted for. Maintain organized code repositories: Clean codes enable easier troubleshooting down the line. Implement version control systems: Such systems can help manage changes to source code over time and recover previous versions if needed. Additionally, while constructing your content architecture, bear in mind that the structure should be versatile enough to cater to different types of multimedia content without compromising the user interface or experience. Coding Guidelines Coding remains at the core of any successful software development venture which makes adhering to AEM coding best practices an absolute necessity. As such: Follow standards: Programmers in your team should adhere strictly to common conventions that contribute towards easy readability and maintainability of code. Implement Modularity: Encourage a modular approach within components where they ought to be built divided into separate modules — allowing them to function independently hence reducing dependencies. Who could disagree when I say that understanding these coding guidelines creates efficient and maintainable code? JCR & OSGi Integration JCR (Java Content Repository) was designed as a standardized method for accessing content bi-directionally on a granular level within logical trees (nodes). It provides fine-grained security controls which pushes it ahead as one method you’d use together with other techniques like Sling Resource Resolution & OSGi (Open Service Gateway Initiative) that meshes perfectly with a component-like architecture of a container. AEM primarily uses JCR for content repository, and when it is integrated with OSGi, this impressive powerhouse dynamo serves as the foundational platform for building robust applications. Glory be the outcome! 4. Java API Best Practices Effectively implementing AEM requires using Java API tools. Expert advice recommends: Avoid Deprecated APIs: Aim to use updated interfaces instead. Use Sling Models over WCMUse objects: The former has better adaptability and brevity which leads to improved maintainability. Stick to One Repository Session in Request Scope: Understanding session usage controls resource conflicts across various components. Seeing these coding best practices in action could benefit both new developers and veterans looking to advance their skill set. So there you have it, top best practices of Adobe Experience Manager Implementation. Indeed, no mountain is too high if you climb with care! 5. Best Practices in Deploying AEM Carrying out an AEM implementation isn’t about merely setting up the system and turning it on. The deployment process is a significant factor to consider, with individual components like Oak deployment, community content handling, and UI selection necessitating considerable thought. Oak Deployment and Performance Optimization Oak Repository, at the heart of Adobe’s Experience Manager (AEM), significantly influences performance optimization. It provides a modular and scalable architecture catered to high-performance websites. For successful Oak deployment, you need to pay heed to several concerns: Horizontal vs Vertical scaling: Examine project specifications carefully before deciding between these two methods. Horizontal scaling involves adding more nodes, supporting better distribution but requiring a competent clustering setup. In contrast, vertical scaling adds resources such as CPU or RAM for immediate performance improvements. Use Online Revision Cleanup: Try online revision cleanup instead of offline one as it causes less disruption with smoother continuity of your applications while cleaning junks from repositories. Node Store choice: Select the Node Store type according to your needs – SegmentMK (for general purposes) or DocumentMK (clustering solution). With regard to these methods, bear in mind that what works best will depend on the individual requirements of each particular instance of an AEM deployment. Remember that the best outcomes seldom come from using one-size-fits-all solutions but rather making prudent decisions that suit unique project requirements while strictly following these AEM deployment best practices. Always bear in mind that a well-executed AEM system is built upon tailored functionalities keeping performance optimization at its core. 6. Administering AEM Best Practices As we delve into the realm of Adobe Experience Manager (AEM), knowing some essential administrative best practices can make a significant difference. From managing your AEM assets to ensuring content compliance on AEM sites, these best practices promise to enhance the overall efficiency and effectiveness of your implementation. AEM Assets Management Managing digital assets is one of the principal functionalities provided by AEM. Here are some effective ways to improve your approach: Proper Naming Conventions: Keep file names descriptive yet brief. Avoid special characters as they can lead to search issues. Use Metadata Effectively: Metadata is the core for searching and retrieving assets in AEM efficiently. Make sure you utilize it effectively. Regularly Audit Your Digital Assets: Regular audits assist in identifying obsolete or redundant content that could be removed, resulting in faster system performance. Remember, “Monitoring AEM Sites and Assets Performance, memory issues, indexing issues, and replication issues ensures optimal system functioning.” Being proactive with your management strategies will save ample time down the line. AEM Sites Content Management And Compliance When working with content management on an Adobe Experience Manager site, a few practises can ensure smooth sailing: Using Consistent Templates: By standardizing templates across different pages or layouts, manual effort decreases significantly while also providing consistency to end users. Approving Workflow Management: Maintain an approval process before publishing any content live on-site to prevent any potential oversights or errors. Validating Compliance With WCAG: Ensuring that your website meets the Web Content Accessibility Guidelines is both ethically responsible and legally required in most jurisdictions. Identifying symptoms like slow loading pages, slow creation or editing, high CPU utilization, and OutOfMemoryError helps diagnose AEM performance problems. Regular monitoring is crucial to maintaining a healthy system environment. Following these best practises of AEM implementation will set you on the path toward a successful and optimized Adobe Experience Manager. 7. Authoring – AEM Assets Best Practices File Formats Support When it comes to content authoring in Adobe Experience Manager (AEM), being aware of the file formats that AEM supports is crucial. Typically, AEM has a wide range of support for popular formats including JPEG, PNG, GIF, and BMP files for images; MP4, MKV and MOV files for videos; PDF, PPTX, XLSX and DOCX files for documents. However, always be sure to verify the list of supported file types according to your specific version of AEM as these might differ. Ensuring you utilize the correct file format doesn’t only allow for reliable content rendering but also helps prevent unexpected crashes or errors within your website’s performance. Taking time to familiarly yourself with this aspect will minimize hiccups when integrating external assets into your digital experience strategy. Encoding Source Video Files To optimize video uploads and streaming efficiency on your AEM platform, there are several best practices when encoding source video files: Format Choice: As mentioned above, stick to widely used formats like MP4 or MOV. Bitrate considerations: Striking a balance between video quality and bandwidth utilization is beneficial. High bitrates enhance video quality but can cause buffering issues during playback. Resolution settings: Match the resolution setting to the typical viewer’s device screen size for optimal viewing experiences. Ignoring these points could lead not only to poor user experience due to buffering but also wasted storage space and unnecessary expenses on server costs. As highlighted here storing product data natively in AEM or synchronizing it from an eCommerce engine enables efficient management and presentation of product information such as videos getting all stages right is paramount for smooth operation. Optimizing Quality of Images Effective management of images is key to an efficient AEM system. It begins by ensuring product assets are held, such as images and videos, and categorized based on structural and marketing criteria for easy organization and retrieval. Other strategies include: Using appropriate file formats: Stick with JPEG or PNG for most web images. Implementing image compression: Effective use of compression can minimize storage needs while also speeding up the load time of your webpage. Proper sizing: Resize photographs to be in line with their display size on your site. An oversized image will slow down loading times without necessarily improving visual quality depending on the viewer’s device. Solidifying these practices within your daily operations not only enhances your website performance but also enriches user experience and perception of your brand. In general, mastering AEM content authoring entails understanding file format support, encoding source video files correctly, and optimizing the quality of images for prime results. By paying close attention to these aspects, you can enhance both user engagement & conversion rates while maintaining effective storage management practices. 8. How TTMS can Help You with Implementing Best Practices to Your AEM System? As an industry leader in content management solutions, TTMS stands tall. Our expertise and unparalleled knowledge of Adobe Experience Manager stem from years of consistent use, training, and engagement with this dynamic tool. Let me share how we can make your AEM implementation a success by focusing on our unique approach: Comprehensive Planning and Strategic Approach The first step to guaranteeing successful implementation lies in meticulous planning. At TTMS, we provide a detailed roadmap that outlines every facet of the upcoming project, thereby ensuring maximum clarity. Following Adobe AEM implementation best practices is indeed beneficial but becomes even more potent when coupled with an effective plan. Experts at Your Disposal While some may have dabbled here and there, our team constitutes certified Adobe professionals who’ve dealt with complex projects across the globe. With their advanced knowledge of content management systems like AEM, they ensure seamless execution. Personalized Training and Support Beyond merely implementing or overhauling the system for you, we invest time in your long-term proficiency with AEM’s depth of functionalities. We offer comprehensive training tailored to your needs so that ongoing site maintenance doesn’t seem daunting anymore. Essentially, partnering with TTMS for your AEM adoption instills confidence as it combines industry know-how at its best with personalized solutions for your needs – making us not just another partner but ones who value long-term relationships built on trust and shared successes. 9. Conclusion As we put a cap on this comprehensive discussion, it’s valuable to recap the significance of adhering to AEM implementation best practices. The importance of these thorough guidelines can assist users, from beginners to advanced, in delivering an efficient and engaging digital experience. In our exploration throughout Adobe Experience Manager’s implementation journey, strategies spanning overall system setup to administration, content authoring, deployment methods were laid out— each highlighting the integral components towards achieving functional optimisation for your AEM project. Beginning with thoughtful planning phases and robust structures during development cycles; transitioning smoothly into proficient deployment management; arriving at practical systems administration- all contribute substantially towards reaping benefits from your Adobe Experience Manager ecosystem. What’s notable about Adobe Experience Manager (AEM) is its extensive support for versatile file formats and encoding systems. This broad compatibility assists further in sculpting a more streamlined and effective digital content delivery platform. Ultimately however, AEM is a sophisticated tool that demands expertise during both its technical execution as well as in guiding strategic decision-making processes around its use. TTMS evolves as an excellent partner option here. Exhibiting vast experience within the AEM landscape makes us adept at navigating even complex integrations while ensuring adherence to best practice norms comprehensively. The consistent theme resonating through this article reinforces the critical notion – mastering best practices leads directly to deriving optimum value from your Adobe Experience Manager (AEM). We serve as the pathfinder for organizations aiming to create dynamic customer experiences marked by superior quality control and peak performance. Thus, Implementation Success in Bridging User-Experience Gaps would not be feasible without careful considerations leading up to educated choices guided profoundly by following Adobe Experience Manager implementation best practises. Contact us!

Read more
Salesforce NPSP: a revolution in NGO management

Salesforce NPSP: a revolution in NGO management

In today’s dynamically changing world, non-profit organizations face the challenge not only of implementing their noble missions, but also of effectively managing resources, including key relationships with donors. In this context, the example of the Polish Medical Mission Foundation sheds light on the key operational challenges faced by similar institutions. (more…)

Read more
8 Essential Adobe Experience Manager (AEM) Features and Capabilities You Need to Know

8 Essential Adobe Experience Manager (AEM) Features and Capabilities You Need to Know

As a content writer navigating the digital marketing seascape, I’ve found that certain tools of trade stand heads and shoulders above the rest. One of these is Adobe Experience Manager (AEM), an intricate piece of technology that’s gradually transforming how businesses manage their web content and digital assets. But what makes it so special? What are those specific attributes that set it apart from its peers? In response to this curiosity, get ready as I dive into revealing eight striking AEM features and capabilities. Their mastery promises not only a more profound understanding of AEM but also a significant improvement in managing your online presence. Table od consent: What is Adobe Experience Manager? 8 Key Features and Capabilities of AEM Ease of Content Authoring Multichannel Content Management and Delivery Platform Integrated Digital Asset Management (DAM) and Workflow Optimization Personalized Multi-Site Management Across Devices and Geographies Advanced Insights and Automation in Experience Management Efficiency with Faster Time to Value Immersive eCommerce Experiences for Better Customer Interaction Scalable AEM Forms and Cloud Services How TTMS Can Help Get Much More from AEM Conclusion   1. What is Adobe Experience Manager? Let’s turn on the spotlight on Adobe Experience Manager itself, shall we? Recognized broadly as one of the industry top-tier Content Management Systems (CMS), AEM does more than your average CMS would do. Owned by Adobe Systems, a global giant known for its cutting-edge creative software systems, AEM takes pride in being comprehensive digital experience management software rather than just a mere tool. Unveiling complexities through simple explanations, think of AEM as your organization’s backstage conductor. Guiding numerous instruments or rather say user interfaces(UIs) & applications together harmoniously while ensuring elegant performances persistently — be it websites, mobile apps or forms related workflows. In today’s rapid-paced digital world where keeping the audience engaged can be challenging, AEM comes forward as rescuer- integrating disparate platforms seamlessly under one roof for you to manage efficiently with minimised hassles. Dressed completely in chef whites-once you add required ingredients like content and strategies into AEM mixer bowl-it bakes visual beauties each time! Thanks to its ability to create strong personalized experiences across various customer touchpoints. Now that we have dipped our toes into knowing what Adobe Experience Manager is let’s advance to delve deeper into details of its features and capabilities. 2. 8 Key Features and Capabilities of AEM Let’s list the relevant AEM features and capabilities that make Adobe Experience Manager an unrivaled digital experiences platform. 1. Ease of Content Authoring Admittedly, one of the most preferred Adobe AEM features is its intuitive content authoring interface. It allows non-technical users to create compelling digital assets without having to learn complex coding languages. With a Rich-Text Editor (RTE) plugin, drag-and-drop feature for components, and a live preview mode, AEM makes content creation seamless and efficient. This encourages greater participation from all stakeholders in producing high-quality content. 2. Multichannel Content Management and Delivery Platform Bringing another valued aspect among the features of AEM is its ability to manage and deliver content across multiple channels. From websites, mobile apps to IoT devices or AI interfaces such as Alexa, What this means is you can maintain a consistent brand image across every platform where your audience might interact with your business. 3. Integrated Digital Asset Management (DAM) and Workflow Optimization A critical part of any larger organization’s content strategy requires managing thousands of assets effectively while optimizing workflows for productiveness. That’s when AEM capabilities come handy as it provides integrated DAM functionality along with an out-of-the-box workflow management system that ensures smooth operations, reducing repetitive tasks. 4. Personalized Multi-Site Management Across Devices and Geographies With globalization knocking on every door, businesses are constantly challenged to manage numerous sites across different regions while providing personalized experiences simultaneously – quite stressful isn’t it? But here comes Adobe Experience Manager with its multi-site management feature offering solutions like translating site content into multiple languages or adjusting site layouts based on regional specifications. 5. Advanced Insights and Automation in Experience Management To remain cut-throat in today’s digital era demands learning from past interactions so as to provide better engagement in future – something which AEM caters through merging analytics and artificial intelligence. This advanced AEM extension provides real-time insights, predictive analysis, as well as machine learning based automation for content personalization. 6. Efficiency with Faster Time to Value Adobe Experience Manager’s robust and scalable architecture, when combined with its template-based authoring functionality, considerably reduces the time between content creation and its delivery across channels. As a result, businesses get faster return on investments (ROI), enhancing their overall profitability in the long run. 7. Immersive eCommerce Experiences for Better Customer Interaction If customer interaction is the key, then Adobe AEM’s immersive e-commerce feature surely opens door to inviting prospects inside. This feature integrates product catalogues with media assets creating interactive shopping journeys that effectively turn browsers into buyers! 8. Scalable AEM Forms and Cloud Services Last but not least among the list of relevant AEM features is its ability to simplify form creation and management process while ensuring they are accessible across different devices. Adobe Experience Manager Forms as a Cloud Service provides a cloud-based, Platform as a Service (PaaS) solution for companies to develop, oversee, distribute digital forms. It seamlessly integrates submitted data with backend processes and business rules, storing data in an external data repository. These eight facets of Indeed make Adobe Experience Manager an all-round champion in managing digital experiences. 3. How TTMS Can Help Get Much More from AEM As you navigate the many AEM features and capabilities, you may find yourself wondering how to maximize their potential. This is where I come in, with my experience and expertise in Adobe Experience Manager (AEM), ready to guide you alongside the expert team at TTMS. TTMS operates based on years of experience using AEM, applied skills working with different industry requirements, and an innate understanding of its rich and complex features. What does this mean for your business? It implies that we leave no stone unturned when it comes to extracting value from this robust platform. Advanced Implementation Support: For starters, TTMS offers advanced implementation support. Businesses unfamiliar or struggling with AEM’s functionalities will receive hands-on assistance as they set up their systems. Personalized Solutions: Every brand has unique needs. With a personalized approach, TTMS modifies standard AEM features into tailormade solutions. We focus our work around your specific target audience profiles, shapes your marketing efforts and consequently increases ROI. Training Programs: Knowledge transfer is integral to any tool’s successful utilization. At TTMS, we believe in empowering clients through comprehensive educational programs about the aem features and capabilities – from basics to obscure ones! Ongoing Support: Beyond initial setup and training lies ongoing support; something often overlooked but greatly appreciated by clients. Challenges can emerge post-implementation; however reassuringly, our experts stay continuously accessible for troubleshooting. Making the most of Adobe Experience Manager goes beyond simple usage – it requires strategizing, customizing, analyzing data streams effectively while keeping pace with constant updates. Fortunately for curious users like you and me who want to dig deeper into the world of AEM benefits but are unsure where to start – there’s always a helping hand nearby! Remember that getting more out of these uncapped resources is simply about choosing the right partner – TTMS is waiting, let’s embark on this journey together. Contact us! 4. Conclusion Stepping into the world of Adobe Experience Manager (AEM) can be overwhelming for beginners. With its extensive range of features and capabilities, it’s like a colossal toolkit waiting to be explored. However, as you delve deeper into this digital experience platform, you will quickly realize how indispensable it becomes in crafting an excellent personalized user experience. The competencies inset within AEM are vast – right from easy content authoring to multi-site management across devices and geographies. It addresses digital challenges by integrating asset management with workflow optimization, delivering multichannel content effectively while accelerating value realization. More importantly, AEM instills confidence in marketers by enabling them to deliver immersive e-commerce experiences, foster better customer interactions, and gather advanced insights within the context of experience management. Looking back through our list of 8 essential features categorized under the AEM umbrella drives home one crucial message: Adobe Experience Manager is not merely a tool; it’s an entire system built with one definite objective – driving seamless customer experiences that resonate on a personal level. And there’s more good news! TTMS can assist you in leveraging these valuable AEM features further —inviting you to gain more out of your efforts. Our journey may end here but remember this only scratches the surface of what AEM can offer. Take some time now to explore on your own or adopt professional assistance if necessary and let Adobe Experience Manager work its magic! Hereby I am rendering my deep-seated understanding about various facts related to AEM which could prove beneficial for most businesses in their strategic decisions revolving around customer experience management. The beauty of learning new technologies lies in constant exploration!

Read more
Best Practices in Corporate e-Learning Development

Best Practices in Corporate e-Learning Development

Nothing stands still in the corporate world. It spins at an ever-increasing pace, consistently pushing boundaries and flexing its muscles for continuous growth. One area that has seen a considerable upsurge is employee education through e-Learning. In this competitive business landscape, effectively orchestrated corporate e-Learning programs can lead to heightened productivity, increased learner engagement, and improved retention rates. Best practices e-Learning is essential in this regard. But how does one successfully navigate the nuanced realm of e-Learning development? This comprehensive guide is here to enlighten you about the best practices, sprinkling the path to high-impact learning experiences with expert insights every step along the way. Table of consent Growing Importance of e-Learning in Today’s Corporate World Best Practices for e-Learning Development Learning from the Past: Using Past e-Learning Experience Get Everyone Involved: Making e-Learning Fun and Interactive Know Your Audience: Understanding Who’s Learning Getting Started and Getting Better: Make e-Learning Work Smooth and Easy Keeping Things Clear: Setting Clear Goals for Learning What Do People Like? Finding Out What Learners Want How Well Are We Doing? Checking How Good e-Learning Is Keep Learning: Using Feedback to Make e-Learning Better Checking What You’ve Learned: Using Quizzes to Help Remember Conclusion How TTMS can help you with implementing best practices to your e-Learning development Comprehensive Understanding of e-Learning Principles Systematic Evaluation & Feedback Implementation   1. Growing Importance of e-Learning in Today’s Corporate World In recent years, there’s been an unprecedented shift towards e-Learning as organizations worldwide recognized its vast benefits. First among them is flexibility. Digital learning transcends geographical and temporal limits, allowing employees to access learning material anytime, anywhere. This distanced approach also caters exceptionally well to today’s diverse workforce – different people at various stages of their personal life journeys or career paths can learn at their own pace. Moreover, corporations have found that thoughtful implementation of e-Learning improves knowledge retention rates—an essential factor for ongoing professional development and company growth. And let’s not forget cost-effectiveness; building in-house expertise reduces expenditure on external training providers by delivering insightful material stemming from pooled internal knowledge. How e-Learning is beneficial in corporate training and development is clearly demonstrated in this context. Lastly, it’s 21st century apt—the digital age demands skills in handling technology and what better way to promote familiarity than integrating it into routine operational processes such as training? The increasing emphasis on corporate e-Learning isn’t just a fleeting trend; it reflects an intrinsic change in how businesses operate—adapt or lose out. The upcoming sections will delve deeper into best practices in e-Learning guiding successful navigation of this modern-day quagmire. 2. Best Practices for e-Learning Development To evolve the quality of your corporate e-Learning, adhering to e-Learning best practices is fundamental. It amplifies the effectiveness of your programs, and ensures they are lively and engaging. Learning from the Past: Using Past e-Learning Experience Experience is life’s greatest teacher and this rings profoundly true when it comes to calibrating your e-Learning strategies as well. Your previous attempts at designing and implementing e-Learning programs offer a trove of valuable data that can guide you towards enhancement. Remember Cathy Moore’s wise words that position designing an experience at the heart of all our efforts: “The most important principle for designing lively e-Learning is to see e-Learning design not as information design but as designing an experience.” Endeavor to glean insights from past successes and failures alike; observe keenly which aspects resonated with your learners, or induced engagement, interaction, or notable learning outcomes. Get Everyone Involved: Making e-Learning Fun and Interactive An essential mantra underlying best practices for e-Learning development involves crafting programs that are interactive rather than insipid monologues. As correctly observed by Cammy Bean: “People expect to be bored by e-Learning—let’s show them it doesn’t have to be like that!” Change these erroneous perceptions by involving everyone in the learning process. Simple changes such as incorporating interactive assessments, polls, case studies, discussion forums etc. can rev up learner participation considerably leading to improved knowledge retention. Best approaches for developing e-Learning include making learning immersive and engaging. Know Your Audience: Understanding Who’s Learning Another cornerstone around which you should build your strategies includes knowing your audience intimately. Age group, aptitude levels, prior subject familiarity – all these factors come into play when optimizing content delivery methods. Empathetic understanding of who’s on the other side of the screen helps shape a more personalized learning outcome catering specifically to their requirements – a vital aspect within e-Learning and online learning best practices. Getting Started and Getting Better: Make e-Learning Work Smooth and Easy In keeping with Henry Ford’s insight – “The only thing worse than training your employees and having them leave is not training them and having them stay.” A good e-Learning course should be accessible, intuitive, and user-friendly. It should not add undue cognitive load on the learner; instead, it should aim to facilitate seamless learning journeys. Online learning best practices and online learning development best practises emphasize the importance of creating courses that are not only informative but also engaging and easy to navigate. Keeping Things Clear: Setting Clear Goals for Learning Setting clear learning objectives from the get-go is integral in charting out a focused trajectory for learning. Define what you expect the learners to achieve by the end of each module; establish these goals early into the program so they have concrete targets to strive towards. Best practises of on-line learning development and best practises of e-Learning development highlight the significance of goal setting in course design. When drawing out such pathways, remember Steve Jobs: “Design is not just what it looks like or feels like, but how it works”. The clarity of purpose serves as a compass leading your learners efficiently through their journey of acquiring new knowledge or skills. What Do People Like? Finding Out What Learners Want As Jane Bozarth rightly reflected: “We complain that learners want to be spoon-fed, but then we won’t let them hold the spoon.” In order to gauge what truly appeals to your audience, involve them in deciding content or format choices based on feedback surveys. Obtain insights about what stimulates their interest, drives curiosity and prompts engagement; this will enable crafting highly optimized courses which align with learner wants empowering you to deliver an enchanting experience. How Well Are We Doing? Checking How Good e-Learning Is Periodic assessment of how effective our programs are key. Track essential metrics including completion rates, average scores etc., as they serve as direct indicators of how well our learners are responding. Continuous efforts to gauge the success or shortcomings of our e-Learning initiatives allows us to course-correct and constantly enhance the quality of our programs. Keep Learning: Using Feedback to Make e-Learning Better Effective corporate e-Learning is an ongoing process, persistently evolving with feedback and technology advancements. Seek regular feedback from all involved entities – facilitators, leaders, as well as learners themselves; this real-time input is your flashlight illuminating areas that need attention which fuels continuous refinement. Checking What You’ve Learned: Using Quizzes to Help Remember To reinforce what has been learned during the course and cement it in memory, quizzes and interactive assessments should be part of your strategy. They act as effective checkpoints ensuring knowledge assimilation besides driving engagement through a sense of accomplishment. Incorporating these within your e-Learning outlines will aid the journey towards long-term retention of learned material, showcasing yet another facet in best practices for elearning development. 3. Conclusion When it comes to corporate e-Learning development, employing best practice online learning is an absolute necessity. It’s not just about providing knowledge; as Jane Bozarth rightly pointed out, “Learning and teaching are not inherently linked. Much learning takes place without teaching, and indeed much teaching takes place without learning.” E-Learning shouldn’t be a one-size-fits-all solution but should cater to the diverse profiles of the learners. Engaging all stakeholders in the e-Learning design process turns it into a fun and interactive experience. Understanding well who the audiences are and ensuring their comfort with smooth-running programs becomes a driving factor for successful implementation. Clear objectives should always guide your e-Learning initiatives. Knowing what you want to achieve helps you keep your content focused and relevant. Remember Winston Churchill’s words: “Where my reason, imagination or interest were not engaged, I would not or I could not learn”. Your courses should resonate with these three aspects to be effective. Incorporation of feedback for continuous evolution and including quizzes as checkpoints for memory retention strengthens the foundation of your learning environment. While these strategies form the cornerstone of effective e-Learning development today, remember that continuous improvement remains at the heart of any great initiative. Never stop learning from your experiences— be they successes or failures—and strive always to refine strategy based upon those lessons. At its core, e-Learning isn’t just about disseminating information electronically—it’s about crafting meaningful learning experiences that engage users and tap into their individual needs and relative strengths. And with these best practices in hand, any organization can rise to meet this challenge head-on. 4. How TTMS can help you with implementing best practices to your e-Learning development In the realm of e-Learning, creating effective and engaging content is no small task. However, partnering with us could prove invaluable in this quest. Read more about our e-Learning Team here. Comprehensive Understanding of e-Learning Principles With a wealth of experience under our belt, we have a comprehensive understanding of crucial learning principles and how to apply them effectively in corporate e-Learning environments – see our case studies. We understand essential modern educational practices that foster successful learning outcomes. Endeavor for Innovationsi In TTMS we don’t choose comfort over innovation. Our team remains devoted to staying updated with the latest advancements in technology relevant to online education – see for yourself by reading our other articles. By integrating interactive technologies such as virtual reality completion tracking or gamification, we ensure that your e-Learning platform stays ahead of the pack. Interactive Content Creation One challenge organizations often face is making e-Learning courses interesting for employees not just initially but throughout the entire course duration. We solve this problem through high-quality interactive content creation that keeps learners engaged while enhancing information retention rates considerably. Systematic Evaluation & Feedback Implementation In TTMS we believe that continuous improvement fuels success in any sphere —and corporate electronic learning programs are no exception. Understanding the criticality of evaluation and feedback in refining training programs, we implement systematic assessment methods to identify potential areas of improvements continuously. Additionally, adapting based on regular feedback fosters an environment where each iteration is better than before! Our company is more than capable—armed with keen insights, technological expertise and committed dedication—to assist companies seeking excellence in their digitalized journey towards improved competency and productivity via corporate education solutions. Let us help you excel in crafting and managing tailor-made e-Learning solutions that resonate with your employees while meeting, or even exceeding, performance expectations – connect with us here!

Read more
Wiktor Janicki Roche Poland

We hereby declare that Transition Technologies MS provides IT services on time, with high quality and in accordance with the signed agreement. We recommend TTMS as a trustworthy and reliable provider of Salesforce IT services.

Read more
Julien Guillot Schneider Electric

TTMS has really helped us thorough the years in the field of configuration and management of protection relays with the use of various technologies. I do confirm, that the services provided by TTMS are implemented in a timely manner, in accordance with the agreement and duly.

Read more

Ready to take your business to the next level?

Let’s talk about how TTMS can help.

TTMC Contact person
Monika Radomska

Sales Manager

    This site is registered on wpml.org as a development site. Switch to a production site key to remove this banner.