Necto 16 Training: Users, Roles, Permissions, Workboards & Server Admin
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This document provides an overview of Necto administration tasks including: defining users and roles, managing permissions, workboards, the BI server, applications, and sets. It discusses importing and organizing users and roles, setting permissions for roles, duplicating workboards to share connections, and configuring license information, security settings, and applications. The agenda demonstrates how to perform common administration functions in Necto like adding users, editing permissions, and managing workboards and applications.
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Necto 16 Training: Users, Roles, Permissions, Workboards & Server Admin
- 1. Necto 16 Training Necto Administration
- 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 Described in a separate lesson. Available to all users Data Sources & Models, Sets and IG Users, Server Management and Security plus Chart skins User access Admin access
- 6. •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
- 7. Users Organizational Structure Internal Users External Users Roles NectoOLAP Active Directory User Roles User User User Groups User User Groups UsersUsers
- 8. 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
- 9. Import Roles You can choose to create individual users in Necto from within the roles if you wish.
- 10. 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
- 11. Users Management Users defined in Necto application Domain users defined on the Server. In this case, domainname = PANORAMA
- 12. Adding a User
- 13. 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
- 14. 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
- 15. Adding Roles Roles can also be organized in folders
- 16. 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
- 17. Permissions
- 18. 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
- 20. Defining Permissions 1. Click to add a permission definition 2. Select a role 3. Set permission type
- 21. 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
- 22. 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
- 24. 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
- 25. Duplicating a Workboard Select a folder and paste into it Select a workboard and copy it
- 26. Editing Connection Properties Click to edit connection properties
- 27. Editing Connection Properties Select workboard or views Define new connection Confirm connection to server
- 28. Demonstration – Managing Workboards • Duplicate a workboard • Edit the connection properties of the new Workboard
- 29. Administration
- 30. License Information Informative only To update – need a new license file
- 31. Administration - BI Server – Web Server
- 32. Administration - BI Server – Database Database that holds Necto Information: • Workboard information, log files, Necto users
- 33. Administration - BI Server – Advanced
- 34. Necto Properties • Necto • Windows • Mixed • No Security • OLAP • Necto • Admin e-mail • Mail server settings and Notifier scheduler
- 35. Data Security
- 36. 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 Necto Management area • Covered in depth in a separate module
- 37. Applications
- 38. 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
- 39. Necto Sets
- 40. Necto Sets Administration You may define Sharing and Exporting options in addition to the more general options for Necto Sets.
- 41. Summary • In this lesson you have learned to use the Necto control panel to manage: • Users and Roles • Permissions • Workboards • Server Administration • Applications • Sets
Editor's Notes
- 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
- 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