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Necto TrainingModule 24: 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 Panel
Users, Server Management and Security plus Chart skins
Described in a separate lesson.Available to all users
Data Sources & Models, Sets and IG
Control Panel Navigation
Click to enter / exit Control Panel
Click to enter a page
Click to return to Control Panel
Users and Roles
•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
Users Organizational Structure
Internal Users
External Users
Roles
NectoOLAP Active Directory
User
Roles
UserUser
User
Groups
UserUser
Groups
Users
Users
Users Organizational Structure
Internal Users
External Users
Roles
NectoOLAP Active Directory
User
Roles
UserUser
User
Groups
UserUser
Groups
Users
Users
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
Click to open menu
Select Sharing
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” 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 itSelect 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• Windo
ws• 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 Control Panel 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 youAny Questions?
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