Users that have been assigned the role of a User Administrator (see Chapter 1.3 for details about the different User Roles) can access the User Management through the Navigation menu in the top navigation bar. When doing so, the entry screen will show the User Dashboard, giving details about the current number of users, the distribution of analyst and viewer licenses and the license currently used for accessing CPM. From here, User Administrators can enter the two areas “Manage Users” and “Manage Groups” by clicking on the respective button in the top right corner of the entry screen.
4.1 Manage Users
After clicking on “Manage Users” in the top right corner of the User Management entry screen, you will see the screen shown in Figure 4.1. On the left side you can see a list of all users available at the moment. The biggest part of the screen however will show an interface for the creation of new users, which will be explained in the following section.
4.1.1 Create User
When creating a new user, you need to give at least a Username in order to be able to save the newe user. However, for the new user to be able to properly use the CPM system, some additional information should be given.
4.1.1.1 Login Details
- Username: Specify the username. The value entered here will also be used for logging into the system.
- Password: Assign a password for the user. The password is needed for Login if the Authentication Method is set to “Password”.
- Authentication Method: Choose the method of authentication for the user. There are four options available: “Password”, “HTTP Header”, “LDAP” and “Disabled”. When “Password” is chosen, the password specified in the previous field will be needed for Login.
4.1.1.2 Personal Details
- First Name: Enter the First Name of the user. A combination of First Name and Last Name will be shown for entering the user menu explained in Chapter 1.2.3.
- Last Name: Enter the Last Name of the user. A combination of First Name and Last Name will be shown for entering the user menu explained in Chapter 1.2.3.
- E-Mail: Specify the user’s email address. This address will also be used when requesting automated reports via email.
- Company: The name of the company the user works for.
4.1.1.3 Language
- German or English: Choose the language used for the user’s interface. You can either select German or English
- Decimal Separator: Insert here the character you want to use for separating decimal places from numbers.
- Thousands Separator: Insert here the character you want to use as thousands separator.
4.1.1.4 Administrative Permissions
Choose the additional administrative permissions you want to assign to the user. You can choose an arbitrary combination of permissions or none at all. The additional rights the user will receive through administrative permissions are explained in Chapter 1.3.
4.1.1.5 Licensing Details
Choose the license you want to assign to the user. You can either choose "Viewer License", "Analyst License" or both. The rights the user will receive through the different licenses are also explained in Chapter 1.3.
Figure 4.1: User Management
4.2 Manage Groups
The utilization of user groups will help you to implement security and access regulations. Instead of administrating accesses to warehouses, cubes and analyses on an individual user basis, you will be able to reproduce your organizational structure and grant rights to several users at once. In order to be able to assign users to user groups, user groups need to be created at first. This can be done in the “Manage Groups” section.
After clicking on “Manage Groups” in the top right corner of the User Management entry screen, you will be forwarded to group management. On the left side, you will see a list of all the groups available at the moment. To create a new group, simply enter the group’s name in the respective field shown directly after entering the Manage Groups section and click on “Apply”.
To edit an already existing group or assign group members to it, select it from the group list on the left side. Afterwards, the group’s name will appear in the middle section and a list of all possible members available at the moment will appear on the right. If you want to change the group’s name, simply enter the new name and click on “Apply”. If you want to assign users, select the members you want to add from the member list and click on “Apply”.