10 necto administration_ready


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  • 10 necto administration_ready

    1. 1. Necto TrainingModule 10: NectoAdministration
    2. 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. 3. Agenda Users and Roles Permissions Workboard Management Server Administration Applications
    4. 4. Necto Control PanelDescribed in aseparate Data Sources,lesson. Workboards andAvailable to all Skinsusers Users and Server Management
    5. 5. Control Panel Navigation Click to enter / exit Control Panel Click to return to Control Panel Click to enter a page
    6. 6. Users and Roles
    7. 7. Case StudyMy Necto system needs tosupport 2 types of users.• How do I import or create new users? LAN• How do I implement Internet security? Internal Users External Users • Company employees • Partners and distributors • Defined in the • Not defined in the organizational network organizational network
    8. 8. Users Organizational Structure OLAP Active Necto Directory Roles Roles Groups GroupsInternal Users User User User User User User Users UsersExternal Users
    9. 9. Importing and Creating Users and Roles OLAP Active Necto Directory Roles Import or define manually Roles Groups GroupsInternal Users sync User User User User User User Users UsersExternal Users Import using .csv file or define manually
    10. 10. Import Roles
    11. 11. Import Users from CSV File CSV file format
    12. 12. Users Management Users defined in Necto application Domain users defined on the Server. In this case, server name = NECTO2
    13. 13. Adding a User
    14. 14. Defining User Properties Users can later modify their own properties, by clicking on their name Can map Necto users to Domain users Activate or lock user account Topics, friends and subscribed users are described in relevant lessons
    15. 15. Adding Users and Groups to a Role Click to Click to select users select groups Note: a user can Click arrow to have more than Roles add selected one role item to role Groups Users Users
    16. 16. Adding Roles Roles can be organized in folders
    17. 17. Demonstration 1: Adding Users andGroups 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
    18. 18. Permissions
    19. 19. Permissions Who can edit / read / view entities Entities are Workboards, Applications, Users and Roles Roles Permissions are granted to a Role Groups Users that belong to a role inherit the permissions Users Users Entities inherit containing folder permissions
    20. 20. Setting Permissions Click to open menu Select Permissions
    21. 21. Defining Permissions 1. Click to add a permission definition2. Select a role 3. Set permission type
    22. 22. Setting Permissions for Users andRoles The role “HR Managers” need to be able to edit users. Can I give them that You can. permission? 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. 23. Demonstration 2: GrantingPermissions 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
    24. 24. Managing Workboards
    25. 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
    26. 26. Duplicating a Workboard Select a workboard and copy it Select a folder and paste into it
    27. 27. Editing Connection Properties Click to edit connection properties
    28. 28. Editing Connection PropertiesSelectworkboardor viewsDefine newconnection
    29. 29. Demonstration – Managing Workboards Duplicate a workboard Edit the connection properties of the new Workboard
    30. 30. Administration
    31. 31. License Information Informative only To update – need a new license file
    32. 32. Administration - BI Server – Web Server
    33. 33. Administration - BI Server – Database Database that holds Necto Information: • Workboard information, log files, Necto users
    34. 34. Administration - BI Server – Advanced
    35. 35. Necto Properties • Necto • Windows • Mixed • No • OLAP
    36. 36. Necto Security From Necto 11 SP1 (Oct version) only! Allows managing 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
    37. 37. Defining a Necto Security Rule On the right you have the Necto Security folders Right click will open a new Security rule Chose Security mode -
    38. 38. Define data access rights • Click on + to choose a new dimension scope Define data scope, restriction types (on actions) and users’ application
    39. 39. Dimension restrictionsmode Wizard as outlined beforeCustomer restriction mode For MDX based securityWebservice For uploading MDX based security from a web service
    40. 40. Applications
    41. 41. Defining Applications – General & Security Click to add a new application Keeps slicers when moving between Workboards Can override settings defined in Necto Administration
    42. 42. Defining Applications - Advanced
    43. 43. Chart Designer
    44. 44. Chart designer – new in SP1 Download a zip package from – %Necto Server%/Panorama/chartdesigner/chartdesig ner.zip Unzip and it is ready to run… (chartdesigner.exe) You Can manage the designs through the Chart Designer in the Necto Control Panel
    45. 45. Chart Designer – First Steps Connect to Server Enter the Necto Server name Example http://myNecto:4444/ Connect to a view A way to define the content to work on Does not actually alter the view Right click on the chart and select properties
    46. 46. Design Away…
    47. 47. Saving and using chart templates You can save chart templates in public folders or local folders (like Workboards) To use a template – Start a Chart Component Select to View to connect to Select the Chart template
    48. 48. Chart Design Exercise Each participant will download the chart designer All participants will take the same view and design a bar chart that would be most appealing and useful After 30 minutes they would present their designs
    49. 49. Summary In this lesson you have learned to use the Necto control panel to manage: Users and Roles Permissions Workboards Server Administration Applications Chart designer
    50. 50. Thank youAny Questions?