necto 16 training 17 - administration
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Necto 16 Training Necto Administration
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
Agenda•Users and Roles•Permissions•Workboard Management•Server Administration•Applications• Sets
Necto Control PanelDescribed 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
Users and Roles
•Partners and distributors•Not defined in the
organizational network
•Company employees•Defined in the organizational
network
Case StudyMy 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
Users Organizational Structure
Internal Users
External Users
Roles
NectoOLAP Active Directory
User
Roles
UserUser
User
Groups
UserUser
Groups
UsersUsers
Users Organizational Structure
Internal Users
External Users
Roles
NectoOLAP Active Directory
User
Roles
UserUser
User
Groups
UserUser
Groups
UsersUsers
Import or define manually
sync
Import using .csv file or define manually
Import Roles
You can choose to create individual users in Necto from within the roles if you wish.
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
Users Management
Users defined in Necto application
Domain users defined on the Server.In this case, domainname = PANORAMA
Adding a User
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
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
Adding Roles
Roles can also be organized in folders
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
Permissions
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
Setting Permissions
Select Sharing
Defining Permissions1. Click to add a permission definition
2. Select a role 3. Set permission
type
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
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
Managing Workboards
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
Duplicating a Workboard
Select a folder and paste into it
Select a workboard and copy it
Editing Connection Properties
Click to edit connection properties
Editing Connection Properties
Select workboard or views Define new
connection
Confirm connection to server
Demonstration – Managing Workboards
• Duplicate a workboard• Edit the connection properties of the new Workboard
Administration
License Information
Informative onlyTo update – need a new license file
Administration - BI Server – Web Server
Administration - BI Server – Database
Database that holds Necto Information:• Workboard information, log
files, Necto users
Administration - BI Server – Advanced
Necto Properties
• Necto• Windows• Mixed
• No Security• OLAP• Necto
• Admin e-mail
• Mail server settings and Notifier scheduler
Data Security
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
Applications
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
Necto Sets
Necto Sets Administration
You may define Sharing and Exporting options in addition to the more general options for Necto Sets.
Summary• In this lesson you have learned to use the Necto control
panel to manage:•Users and Roles• Permissions•Workboards• Server Administration• Applications• Sets
Thank you, any questions?
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