Necto TrainingModule 10: Necto Administration

Objectives

By the end of this lesson you will be able to perform Necto Administration tasks:

Define Users and RolesManage Applications and WorkboardsConfigure the Necto Server

Agenda

Users and RolesPermissionsWorkboard ManagementServer AdministrationApplications

Necto Control Panel

Data Sources, Workboards and Skins

Users and Server Management

Described in a separate lesson.Available to all users

Control Panel Navigation

Click to enter / exit Control Panel

Click to return to Control Panel

Click to enter a page

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

Importing and Creating Users and Roles

Internal Users

External Users

Roles

NectoOLAP Active Directory

User

Roles

UserUser

User

Groups

UserUser

Groups

UsersUsers

sync

Import or define manually

Import using .csv file or define manually

Import Roles

Import Users from CSV File

CSV file format

Users Management

Users defined in Necto application

Domain users defined on the Server.In this case, server name = NECTO2

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

Adding Roles

Roles can be organized in folders

Demonstration 1: Adding Users and Groups

Import users from CSV fileAdministration->Users and Roles-> Import UsersUse file upload users.CSV

Add a few users manuallyCreate roles and add relevant users to roles

Food Mart AllFood Mart FinanceFood Mart HR

Permissions

Permissions

Who can edit / read / view entities Entities are Workboards, Applications, Users and Roles

Permissions are granted to a RoleUsers that belong to a role inherit the permissions

Entities inherit containing folder permissions

Roles

Groups

UsersUsers

Setting Permissions

Click to open menu

Select Permissions

Defining Permissions

1. Click to add a permission definition

2. Select a role

3. Set permission type

Setting Permissions for Users and Roles

The role “HR Managers” need 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 permissionsFood Mart folder – all Food Mart employees can editFood Mart HR – only Food Mart HR can view

Edit roles permissionsFood Mart All – give the role Food Mart HR rights to edit

View resultsLog in as Food Mart non- HR user and see the resultsLog in as Food Mart HR user and see the resultsAs HR user, go to control panel – see that you don’t see users

Add Food Mart HR users to Admin RoleLogin as administrator to do so

View resultsLog 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 workboard and copy it

Select a folder and paste into it

Editing Connection Properties

Click to edit connection properties

Editing Connection Properties

Select workboard or views

Define new connection

Demonstration – Managing Workboards

Duplicate a workboardEdit 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• OLAP

Necto Security

From Necto 11 SP1 (Oct version) only!Allows managing data security separate from the OLAP security

Good for external usersCan be in addition to the current OLAP security

Accessed through the data security button In the Control Panel

Defining a Necto Security Rule

On the right you have the Necto Security foldersRight click will open a new Security ruleChose Security mode -

Define data access rights• Click on + to choose a new

dimension scope

Define data scope, restriction types (on actions) and users’ application

Dimension restrictions mode

Wizard as outlined before

Customer restriction mode

For MDX based security

WebserviceFor uploading MDX based security from a web service

Applications

Defining Applications – General & Security

Click to add a new application

Can override settings defined in Necto Administration

Keeps slicers when moving between Workboards

Defining Applications - Advanced

Chart Designer

Chart designer – new in SP1

Download a zip package from – %Necto Server%/Panorama/chartdesigner/chartdesigner.zipUnzip and it is ready to run… (chartdesigner.exe)

You Can manage the designs through the Chart Designer in the Necto Control Panel

Chart Designer – First Steps

Connect to ServerEnter the Necto ServernameExample http://myNecto:4444/

Connect to a viewA way to define the content to work onDoes not actually alter the view

Right click on the chart and select properties

Design Away…

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 ComponentSelect to View to connect toSelect the Chart template

Chart Design Exercise

Each participant will download the chart designerAll participants will take the same view and design a bar chart that would be most appealing and usefulAfter 30 minutes they would present their designs

Summary

In this lesson you have learned to use the Necto control panel to manage:

Users and RolesPermissionsWorkboardsServer AdministrationApplicationsChart designer

Thank youAny Questions?