PANORAMA NECTO 14 TRAINING - Panorama is leading a Business Intelligence 3.0 revolution and a creation of a new generation of Business Intelligence & Data Discovery solutions that enable organizations to leverage the power of Social Decision Making and Automated Intelligence to gain insights more quickly, more efficiently, and with greater relevancy.
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2. Objectives
By the end of this lesson you will be able to perform
Necto Administration tasks:
Define Users and Roles
Manage Applications and Workboards
Configure the Necto Server
3. Agenda
Users and Roles
Permissions
Workboard Management
Server Administration
Applications
Sets
4. Necto Control Panel
Users, Server
Management and
Security plus Chart
skins
Described in a
separate lesson.
Available to all
users
Data Sources &
Models, Sets and IG
7. •Partners and distributors
•Not defined in the
organizational network
•Company employees
•Defined in the organizational
network
Case Study
My Necto system needs to support
2 types of users.
• How do I import or create new
users?
• How do I implement security? Internet
Internal Users External Users
LAN
9. Users Organizational Structure
Internal Users
External Users
Roles
NectoOLAP Active
Directory
User
Roles
User
User
User
Groups
User
User
Groups
UsersUsers
Import or define manually
sync
Import using .csv file or define manually
10. Import Roles
You can choose to
create individual users
in Necto from within
the roles if you wish.
11. Import Users from CSV File
CSV file format, you
can import both Necto
and Active Directory
users.
In the CSV file
UserName and
Password headings are
cases sensitive
12. Users Management
Users defined in Necto application
Domain users defined on the Server.
In this case, domainname = PANORAMA
14. Defining User Properties
Topics, friends and
subscribed users are
described in relevant
lessons
Activate or lock user
account
Can map Necto users to
Domain users
Users can later modify their own properties,
by clicking on their name
15. Adding Users and Groups to a Role
Roles
Groups
UsersUsers
Click to select
users
Click to select
groups
Click arrow to add
selected item to
role
Note: a user can
have more than
one role
Then select groups from
multiple Domains
17. Demonstration 1: Adding Users and Groups
Import users from CSV file
Administration->Users and Roles-> Import Users
Use file upload users.CSV
Add a few users manually
Create roles and add relevant users to roles
Food Mart All
Food Mart Finance
Food Mart HR
19. Permissions
Who can edit / read / view entities
Entities are Workboards, Applications,
Users and Roles
Permissions are granted to a Role
Users that belong to a role inherit the
permissions
Entities inherit containing folder
permissions
Roles
Groups
UsersUsers
22. Setting Permissions for Users and Roles
The role “HR Managers” needs
to be able to edit users. Can I
give them that permission? You can.
But remember: only administrators
can modify users and groups.
You must give each member of the
HR Managers group the role of
administrator first
23. Demonstration 2: Granting Permissions
Edit workboard permissions
Food Mart folder – all Food Mart employees can edit
Food Mart HR – only Food Mart HR can view
Edit roles permissions
Food Mart All – give the role Food Mart HR rights to edit
View results
Log in as Food Mart non- HR user and see the results
Log in as Food Mart HR user and see the results
As HR user, go to control panel – see that you don’t see users
Add Food Mart HR users to Admin Role
Login as administrator to do so
View results
Log in as a Food Mart HR user and see the results
25. Case EMEA and APAC use different databases that have
the same structure.
I want them to use the same workboard layout.
Can I define it only once?
1. Duplicate the
workboard
2. Change
connection
properties
37. Necto Security
Allows managing of data security separate from the
OLAP security
Good for external users
Can be in addition to the current OLAP security
Accessed through the data security button In the
Control Panel
Covered in depth in a separate module
39. Defining Applications – General & Security
Click to add a new
application
Will override settings
defined in Necto
Administration
Keeps slicers when
moving between
Workboards
Change data source for all
items in the application
41. Necto Sets Administration
You may define Sharing
and Exporting options in
addition to the more
general options for Necto
Sets.
42. Summary
In this lesson you have learned to use the Necto
control panel to manage:
Users and Roles
Permissions
Workboards
Server Administration
Applications
Sets
The goal of this training is to provide its participants with the right knowledge and tools for Server Administration.
Once completing this training, we expect our participants to have acquired the necessary skills to:
Define users and roles
Manage applications and workboards
Configure the Necto Server
Only Administrators see the items in the second group
Connect to the OLAP or Tabular instance that the Roles are created upon and then Necto can import them and their details automatically.
To import Active directory users simply add the domain\username to the <UserName> column but leave the <Password> column blank
In the CSV file you must make sure that the ‘U’ and ‘N’ of UserName are capitalized along with the ‘P’ in Password
Note: you can only create a Necto user from this interface
The Users properties page opens automatically after user creation.
To edit an existing user’s properties, click the user name.
Users can access their properties page by clicking on their names.
Fields that can’t be modified by the users:
Active directory alias – enables you to associate a Necto user with an active directory user
Account Status – enables activating or temporarily locking a user account
Other properties are described in the relevant lessons:
Friends, Subscribed users and Topics are described in the “11 Necto 14 Comments and Discussions and Social Networking” lesson
Remember – groups are defined in the active directory
Finance
You must define the connection in the dropdown boxes on the right hand side of the screen
This area shows the webserver location and the number of members that can be shown in any single dimension tree at one time (soft max)
This area stores the advanced information (These should never be altered unless Panorama support specifically requests it)
Number of Data Sessions – Number of Threads Necto uses for all it’s communication channels
Queries timeout – A query will timeout if the OLAP or Tabular model does not respond within this time
Data Session Timeout – Necto will close data sessions if not in use after this time, thus saving resources
Number of Threads per Processor – number of threads that are running in parallel per processor
Additional connection string parameters – string parameters that can be added to an Extended Parameters area of an OLAP connection string
Authentication type – how are users authenticated
Windows – Necto supports integration with Active Directory users and Windows Integrated Authentication. This means that users already authenticated to a domain will have transparent access to dashboard pages, and will not be asked for user name and password.
Necto – Users can also be created in the Necto administration interface. These application users, in contrast to AD users, will be redirected to a login page when accessing the dashboard, where he or she will have to provide user name and password.
Mixed – if a Windows user is not identified by Necto, user is prompted to enter the username and password.
Security Mode – How data is filtered for users
No Security –Necto users will not be restricted on the data that they see
OLAP – Windows users will have restrictions placed on their data viewing capabilities based on the roles that they are in on the OLAP cubes
Necto – Windows users and Necto users will have restrictions placed on their data viewing capabilities based on definitions within Necto
Cache Data Views – when used, the response if faster and there is less overhead on the OLAP server. The drawbacks of using Cache Data views is that it saves only the initial query, and no actions performed at a later stage, such as drill-down or slice.
Show OLAP using their locale – Allows users to see data and dimension names in their own language it the cube developer has created translations for that language
Necto Administrator email – allows the Administrator to receive e-mails if there are issues with the system, these can be mailed automatically to him or her.
SMTP Server – The server for the email, this also stores the check at setting which is when the Notifier will schedule to see if there is anything it should do today
If Keep slicers between Workboards is set to yes – you can over-rise it by using shift-refresh