ewwebsup60.book Page 1 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Supervisor 6.
ewwebsup60.book Page 2 Tuesday, July 6, 2004 5:34 PM 2 Supervisor’s Guide: Using Supervisor over the Web Copyright Copyright © 2004 Business Objects. All rights reserved. Printed in France. Trademarks Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects S.A. or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners.
ewwebsup60.book Page 3 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Contents Preface Maximizing Your Information Resources 5 Information resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Useful addresses at a glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 About this guide .
ewwebsup60.book Page 4 Tuesday, July 6, 2004 5:34 PM 4 Supervisor’s Guide: Using Supervisor over the Web Chapter 3 Managing Users 37 Using the User Management pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Understanding user profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Creating a new user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Adding to a group . . . . . . . . . . . . . . . . . . . . . . . . .
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ewwebsup60.book Page 6 Tuesday, July 6, 2004 5:34 PM 6 Supervisor’s Guide: Using Supervisor over the Web Overview Information, services, and solutions The Business Objects business intelligence solution is supported by thousands of pages of documentation, available from the products, on the Internet, on CD, and by extensive online help systems and multimedia.
ewwebsup60.book Page 7 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Information resources Whatever your Business Objects profile, we can help you quickly access the documentation and other information you need. Where do I start? Below are a few suggested starting points; there is a summary of useful web addresses on page 10.
ewwebsup60.book Page 8 Tuesday, July 6, 2004 5:34 PM 8 Supervisor’s Guide: Using Supervisor over the Web ! Multimedia Are you new to Business Objects? Are you upgrading from a previous release or expanding, for example, from our desktop to our web solution? Try one of our multimedia quick tours or Getting Started tutorials. All are available via the Online Customer Support (OCS) website or on the Documentation CD.
ewwebsup60.book Page 9 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Services A global network of Business Objects technology experts provides customer support, education, and consulting to ensure maximum business intelligence benefit to your business. How we can support you? Business Objects offers customer support plans to best suit the size and requirements of your deployment.
ewwebsup60.book Page 10 Tuesday, July 6, 2004 5:34 PM 10 Supervisor’s Guide: Using Supervisor over the Web Useful addresses at a glance Address Content Business Objects Documentation Overview of Business Objects documentation. Links to Online Customer Support, Documentation Supply Store, Documentation Roadmap, Tips & Tricks, Documentation mailbox. www.businessobjects.com/services/ documentation.htm Business Objects Documentation mailbox Feedback or questions about documentation.
ewwebsup60.book Page 11 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Address Content Online Customer Support www.techsupport.businessobjects.com Starting point for answering questions, resolving issues. www.businessobjects.com/services Information about registering with Worldwide Customer Support. Business Objects Education Services The range of Business Objects training options and modules. www.businessobjects.com/services/ education.
ewwebsup60.book Page 12 Tuesday, July 6, 2004 5:34 PM 12 Supervisor’s Guide: Using Supervisor over the Web About this guide This guide describes how to use Supervisor over the Web. Audience This guide is intended for administrators who manage user and group accounts. Conventions used in this guide The conventions used in this guide are described in the table below. Convention Indicates This font Code, SQL syntax, computer programs. For example: @Select(Country\Country Id).
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ewwebsup60.book Page 15 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web What is Supervisor over the Web? Supervisor over the Web allows you to manage users and groups via a web browser. You create a Business Objects repository using Supervisor. Then you use either Supervisor or Supervisor over the Web to define users and user groups, assign profiles to users, and edit their properties in the security domain.
ewwebsup60.book Page 16 Tuesday, July 6, 2004 5:34 PM 16 Supervisor’s Guide: Using Supervisor over the Web What you cannot do with Supervisor over the Web You cannot do the following with Supervisor over the Web: • create repositories • manage resources, categories, Broadcast Agents, and security commands • perform scan, compact, and repair operations • import or export users or groups You must use Supervisor to perform these operations.
ewwebsup60.book Page 17 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web ! Security command family: tools I want the supervisor to... I enable Security Command... Change his or her own password, and those Change Password of the users managed ! Security command family: user and group I want the supervisor to... I enable Security Command(s)...
ewwebsup60.book Page 18 Tuesday, July 6, 2004 5:34 PM 18 Supervisor’s Guide: Using Supervisor over the Web Installing and configuring Supervisor over the Web You need to have a licence for Supervisor to be able to install and run Supervisor over the Web. Supervisor over the Web is supported in a JSP environment and requires an application server and a Business Objects server.
ewwebsup60.book Page 19 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web 4. Configure the application and web servers for Supervisor over the Web using the Configuration Tool. 5. Set the virtual directory that allows you to access Supervisor over the Web through a browser.
ewwebsup60.book Page 20 Tuesday, July 6, 2004 5:34 PM 20 Supervisor’s Guide: Using Supervisor over the Web Running Supervisor over the Web Once you have installed and configured Supervisor over the Web, you need to do the following to access Supervisor over the Web 1. Start the application and web servers.
ewwebsup60.book Page 21 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web 5. Click Log In. 6. Enter your user name and password. If you have the supervisor profile, only the groups to which you belong as a supervisor, and their subgroups, appear in the subgroup tree. General supervisors belong to the repository root group and can therefore see all groups and users.
ewwebsup60.book Page 22 Tuesday, July 6, 2004 5:34 PM 22 Supervisor’s Guide: Using Supervisor over the Web Logging out of Supervisor over the Web When you have finished using Supervisor over the Web, log out of the product instead of just closing your browser. This enables the Login Server to be refreshed with the changes that you performed. You log out of Supervisor over the Web by clicking the Logout button in the Supervisor over the Web toolbar.
ewwebsup60.book Page 23 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Using the online help The Supervisor over the Web online help provides you with a description of Supervisor over the Web and complete instructions for using the product. To access the Supervisor over the Web online help, click Help on the Supervisor over the Web toolbar. The Supervisor over the Web Online Help page appears.
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ewwebsup60.book Page 27 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Using the Group Management pane When you log in to Supervisor over the Web, the Group Management pane's subgroup tree shows the groups to which you belong as a supervisor and their subgroups. If you are a general supervisor, it shows the repository root group as the current group. When you select a subgroup, that group appears as the current group.
ewwebsup60.book Page 28 Tuesday, July 6, 2004 5:34 PM 28 Supervisor’s Guide: Using Supervisor over the Web NOTE You are not allowed to perform actions on: • your own user instances. When your user instance appears in a user list, the check box is not displayed. • a general supervisor instance if you are not logged in as a general supervisor.
ewwebsup60.book Page 29 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web ! Sorting user list by profile For information on profiles, refer to Understanding user profiles on page 41. To sort users by profile: 1. Click the profile icon in the list sort bar. A small, blue arrow appears next to the profile icon. This indicates that the list of users is now sorted by user profile. The arrow points downward to indicate that the sort order is descending.
ewwebsup60.book Page 30 Tuesday, July 6, 2004 5:34 PM 30 Supervisor’s Guide: Using Supervisor over the Web ! Sorting user list by group To sort users by group name: 1. Click Groups in the list sort bar. The list is sorted in descending order. A small, blue arrow appears next to Groups. This indicates that the user list is now sorted by group name. The arrow points downwards to indicate that the sort order is descending. Within each group, the list is sorted by profile, then user name. 2.
ewwebsup60.book Page 31 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Adding a user A user can belong to more than one group. Each occurrence of the same user in different groups is an "instance." Using Supervisor over the Web, you can add an instance of an existing user to a group. A user added to a group inherits the rights of that group. To add an existing user to a group: 1. In the Current group section click Add user.
ewwebsup60.book Page 32 Tuesday, July 6, 2004 5:34 PM 32 Supervisor’s Guide: Using Supervisor over the Web Creating a new group The root group, which is created in the repository, represents your organization. All other groups you create are subgroups of the root group. To create a new group in a selected group: 1. In the Current group section click New group. The Create new group in group “” pane appears. 2. In the Enter new group name box, type a name for the new group.
ewwebsup60.book Page 33 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Renaming a group To rename the current group: 1. In the Current group section click Rename. The Rename group “” pane appears. 2. In the Enter new group name box, type the new name of the group. Group names are unique within a repository. No two groups may have the same name. 3.
ewwebsup60.book Page 34 Tuesday, July 6, 2004 5:34 PM 34 Supervisor’s Guide: Using Supervisor over the Web Moving a group Using Supervisor over the Web, you can move a group if: • it is not the root group • you are a General Supervisor or the group is within your scope To move a selected group: 1. In the Current group section click Move. The Move group “” pane appears. 2. From the Select a new parent group list select the group to which you want to move the current group. 3.
ewwebsup60.book Page 35 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Deleting a group Using Supervisor over the Web, you can delete a group if: • it is not the root group • you are a General Supervisor or the group is within your scope • the group does not have a Broadcast Agent assigned to it Broadcast Agents are assigned to groups as part of group properties, which can only be managed with Supervisor, not Supervisor over the Web.
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ewwebsup60.book Page 39 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Using the User Management pane When you select a user in the Group Management pane, the User Management pane appears.
ewwebsup60.book Page 40 Tuesday, July 6, 2004 5:34 PM 40 Supervisor’s Guide: Using Supervisor over the Web NOTE • • • • Managing Users The User Management pane is available only for users within your scope.
ewwebsup60.book Page 41 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Understanding user profiles Supervisor and Supervisor over the Web offer several user profiles.
ewwebsup60.book Page 42 Tuesday, July 6, 2004 5:34 PM 42 Supervisor’s Guide: Using Supervisor over the Web ! Supervisor-Designer This user has all the rights of the supervisor and the universe designer combined. ! User Users use the Business Objects end-user products to view, query, report and analyze data. They may also use the optional Reporter and Explorer modules for multidimensional analysis. End users can produce documents containing data from one or more data sources.
ewwebsup60.book Page 43 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Creating a new user A user can belong to more than one group. Each occurrence of the same user in different groups is an ‘instance’.
ewwebsup60.book Page 44 Tuesday, July 6, 2004 5:34 PM 44 Supervisor’s Guide: Using Supervisor over the Web To create a new user: 1. Using the subgroup tree, navigate to the group in which you want to create a user. For information about the Group Management pane, refer to Using the Group Management pane on page 27. 2. Click New user in the Current group section. The Create new user in group “” pane appears. 3. In the Enter user name box, type the name of the new user.
ewwebsup60.book Page 45 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Adding to a group Using Supervisor over the Web, you can use Add to group to add a user to a group if: • the group or user is within your scope • the instance is not your own • you are trying to add a user that is not a General Supervisor For information on adding more than one user from a group at a time, refer to Adding multiple users to a group on page 63. To add a user to a group: 1.
ewwebsup60.book Page 46 Tuesday, July 6, 2004 5:34 PM 46 Supervisor’s Guide: Using Supervisor over the Web Editing user properties Using Supervisor over the Web you can perform the following actions on user properties: • Changing a user profile • Changing login properties • Setting the object security level • Setting the identification strategy • Changing password settings NOTE You cannot change: • properties for your own instance.
ewwebsup60.book Page 47 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Changing a user profile To change the profile of a user: 1. Select the user instance in the Group Management pane. The User Management pane appears for that user. 2. In the Groups section, select the profile that you want to assign to that user instance in the correct group. If the Set Profile security command is disabled for your profile, you can only assign the User profile.
ewwebsup60.book Page 48 Tuesday, July 6, 2004 5:34 PM 48 Supervisor’s Guide: Using Supervisor over the Web Changing login properties The Disable login and Enable offline login options are in the Password & Security section of the User Management pane. ! Enabling and disabling login The Disable login property grants or denies permission to a user to log in. 1. Select the user instance in the Group Management pane. The User Management pane appears for that user. 2.
ewwebsup60.book Page 49 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Setting the object security level Objects are components in Business Objects universes that make data accessible to users. Their security level is defined by the designers who create them. By default, their security level is Public, meaning any user can work with them. If they are given a higher security level, only users granted the corresponding Object Security level have access to them.
ewwebsup60.book Page 50 Tuesday, July 6, 2004 5:34 PM 50 Supervisor’s Guide: Using Supervisor over the Web ! Forcing users to change their password at the first login To force users to change their password at their first login: 1. Select the user instance in the Group Management pane. The User Management pane appears for that user. 2. In the Password & Security section, click On or Off for Change password at first login. 3. Click OK to confirm.
ewwebsup60.book Page 51 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Setting the identification strategy Supervisor over the Web allows you to set the identification, or password checking, strategy for a user. To control the password checking strategy associated with a user: 1. Select the user instance in the Group Management pane. The User Management pane appears for that user. 2.
ewwebsup60.book Page 52 Tuesday, July 6, 2004 5:34 PM 52 Supervisor’s Guide: Using Supervisor over the Web Changing a password To change a password: 1. Select the user instance in the Group Management pane. The User Management pane appears for that user. 2. Click Change password. The Change password for user “” pane appears. 3. In the Enter new password box, type the new password. 4. In the Confirm new password box, type the new password again. 5.
ewwebsup60.book Page 53 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Renaming a user To rename a user: 1. Select the user instance in the Group Management pane. The User Management pane appears for that user. 1. Click Rename. The Rename user “” pane appears. 2. In the Enter new user name box, type a new name for the user. This name must not already exist in the repository. 3.
ewwebsup60.book Page 54 Tuesday, July 6, 2004 5:34 PM 54 Supervisor’s Guide: Using Supervisor over the Web Deleting a user You can delete the user permanently from the repository, which removes all instances of the user in all groups, and also deletes from the repository any documents that have been sent only to that user. For information on deleting more than one user at a time, refer to Deleting multiple users on page 65. To delete all instances of a user: 1.
ewwebsup60.book Page 55 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Removing a user from a group When a user belongs to more than one group, the instance of the user in any one group can be removed without permanently deleting the user from the repository. You cannot remove the last instance of a user using Remove. You need to delete the user using the process Deleting a user on page 54.
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ewwebsup60.book Page 58 Tuesday, July 6, 2004 5:34 PM 58 Supervisor’s Guide: Using Supervisor over the Web Overview Supervisor over the Web allows you to change the settings for more than one user in a group at a time.
ewwebsup60.book Page 59 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Selecting users The Users in group section in the Group Management pane displays the user instances in the current group and its subgroup. To perform actions on users, you need to select their instances. Click the checkbox next to the instances in the Users in group section. To select or unselect all instances, click the checkbox in the list sort bar.
ewwebsup60.book Page 60 Tuesday, July 6, 2004 5:34 PM 60 Supervisor’s Guide: Using Supervisor over the Web NOTE You cannot: • select your own instance. • select a general supervisor instance if you are not logged in as a general supervisor. • perform an action if the security commands that allow this action are disabled for your profile.
ewwebsup60.book Page 61 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Editing multiple user properties After selecting multiple users in the Users in group section of the Group Management pane, you can edit their properties. 1. In the Users in group section of the Group Management pane, select the users whose properties you want to edit. For information on selecting users, see Selecting users on page 59. 2. Click Edit.
ewwebsup60.book Page 62 Tuesday, July 6, 2004 5:34 PM 62 Supervisor’s Guide: Using Supervisor over the Web - To disable login, select On from the Disable login list. To enable the login, select Off from the list. - To enable offline mode, select On from the Enable offline login list. To disable this option, select Off from the list. - To enable password modification, select On from the Enable password modification list. To disable this option, select Off from the list.
ewwebsup60.book Page 63 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Adding multiple users to a group To add multiple users to a group: 1. In the Users in group section of the Group Management pane, select the users that you want to add to a group. For information on selecting users, see Selecting users on page 59. 2. Click Add to group. The Add selected users to group pane appears, showing the list of selected users. 3. Select a group from the Select a group list. 4.
ewwebsup60.book Page 64 Tuesday, July 6, 2004 5:34 PM 64 Supervisor’s Guide: Using Supervisor over the Web Removing multiple users from a group To remove more than one user from a group: 1. Navigate to the group that contains the user instances you want to remove. 2. In the Users in group section of the Group Management pane, select the user instances to be removed. For information on selecting users, see Selecting users on page 59. 3. Click Remove.
ewwebsup60.book Page 65 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Deleting multiple users This operation deletes ALL instances of the selected users in the repository. If you are unsure of the affiliations of any of the users, remove them from the current group instead. See Removing a user from a group on page 55. To delete more than one user: 1. In the Users in group section of the Group Management pane, select the users you want to delete.
ewwebsup60.book Page 66 Tuesday, July 6, 2004 5:34 PM 66 Supervisor’s Guide: Using Supervisor over the Web Using the search options By default, the Group Management pane displays users in the current group. Use the search options to narrow this list or search for a user in the current group and its subgroups. To use these options, click Show search options in the Users in group section of the Group Management pane.
ewwebsup60.book Page 67 Tuesday, July 6, 2004 5:34 PM Supervisor’s Guide: Using Supervisor over the Web Searching by subgroup To search for users in the parent group as well as the subgroups: 1. In the search options, select Include subgroups. 2. In the box next to the Search button, type a name or wildcard. For more information about this type of search refer to Searching by name or wildcard on page 66 3. Click Search. The list is refreshed to display users in the current group and its subgroups.
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