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?