Microsoft 6.5 manual

Supervisor’s Guide: Using Supervisor over the Web Super v isor 6. 5 Wind ows and UNI X ewwebsup60.book Page 1 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 O bjects, the Business Objects logo, Cr ystal Reports, and Cry stal Enterprise are trademarks or registered trademark s of Business Objects S.A. or its affiliated companies in the United Sta[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 3 Conte nts Contents Preface Maximizing Your Information Resources 5 Information resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Us[...]

4 Supervisor’s Guide: Using Supervisor over the Web Contents Chapter 3 Managing Users 37 Using the User Management pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Understanding user profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Creating a new user . . . . . . . . . . . . . . . . . . . . [...]

preface Maximizing Your Information Resources ewwebsup60.book Page 5 Tuesday, July 6, 2004 5:34 PM[...]

6 Supervisor’s Guide: Using Supervisor over the Web Maximizi ng Your Informati on Resou rces Overview Information, services, and solut ions The Business Objects business intelligenc e solution is supported by thousands of pages of documentation, av ailable from the products, on the Internet, on CD, and by extensive online help systems and multi m[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 7 Information res ources Information resources Whatever your Business Objects profile, we can help you quic kly access the documentation and other information you need. Where do I st art? Below are a few suggested starting points; there is a summ ary of useful web addresses on page 10 . ! ! ! ! [...]

8 Supervisor’s Guide: Using Supervisor over the Web Maximizi ng Your Informati on Resou rces ! ! ! ! Multimedia Are you new to Bus iness 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 O[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 9 Servi ces Services A global network of Business Objects technolo gy experts provides customer support, education, and consulting to ensure maxi mum business intelligence benefit to your business. How we can supp ort you? Business Objects offers customer support plans to best suit the size and [...]

10 Supervisor’s Guide: Using Supervisor over the Web Maximizi ng Your Informati on Resou rces Useful addresses at a glance Address Content Business Object s Docume ntation www.bus inessob jects .com/ser vices/ documen tation.htm Overvie w of Busi ness Objects docu mentat ion. Link s to Onlin e Customer Support, Documenta tion Su pply Store, Docum[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 11 Usef ul ad dres ses at a gl ance Online Customer Su ppo rt www.techsupport.businessobjects.com www.businessobjects.com/services Starting point for answering questions, resolving issues. Information about registering with Worldwid e Customer Sup port . Business Objects Education Services www.b[...]

12 Supervisor’s Guide: Using Supervisor over the Web Maximizi ng Your Informati on Resou rces 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 tab le[...]

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14 Supervisor’s Guide: Using Supervisor over the Web Getting S tarted Overview This chapter contains the following sections: • What is Supervisor over the Web? • Installing and configuring Supervisor over the Web • Running Supervisor over the Web • Logging out of Supervisor over the Web • Using the online help ewwebsup60.book Page 14 Tu[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 15 What is Sup ervisor over th e 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 gr[...]

16 Supervisor’s Guide: Using Supervisor over the Web Getting S tarted What you cannot do with Supervi sor 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 use[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 17 What is Sup ervisor over th e Web? ! ! ! ! Secu rity com m an d fami ly: tools ! ! ! ! Security comman d family: user and group NOTE These security commands are enabled for general supervisors by default. For more information about security commands, refer to the Supervi so r’s Gu ide . I w[...]

18 Supervisor’s Guide: Using Supervisor over the Web Getting S tarted Installing and configuring Supervisor over the Web You need to have a licence for Superv isor 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. NOTE [...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 19 Installing and configu ring Superv isor over the Web 4. Configure the application and web servers for Supervisor over the Web usi ng the Configuration Tool. 5. Set the virtual directory that allows you to access Supervisor over the Web through a browser. For example, if you keep the default v[...]

20 Supervisor’s Guide: Using Supervisor over the Web Getting S tarted Running Supe rvisor over the Web Once you have installed and configured Supervisor over the Web, you need to do the following to access Sup ervisor over the Web 1. Start the application and web servers. For information on configuring and starting the application server, see the[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 21 Running Supervisor o ver the We b 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 [...]

22 Supervisor’s Guide: Using Supervisor over the Web Getting S tarted 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[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 23 Using the on line help Using the online help The Supervisor over the Web online help provides you with a descripti on 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 toolba[...]

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26 Supervisor’s Guide: Using Supervisor over the Web Managin g Groups Overview Supervisor over the Web allows you to manage groups by: • Using the Group Management pane • Adding a user • Creating a new group • Renaming a group • Moving a group • Deleting a group ewwebsup60.book Page 26 Tuesday, July 6, 2004 5:34 PM[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 27 Using the Group M anagement pane Using the Group M anagemen t 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 gener al supervisor, it shows the repository roo[...]

28 Supervisor’s Guide: Using Supervisor over the Web Managin g Groups 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 displaye d. • a general supervisor instance if y ou ar e not logged in as a general s uper visor. • a link that is inactive for [...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 29 Using the Group M anagement pane ! ! ! ! Sorting user list by profil e 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 s ort bar. A small, blue arrow appears next to the profile icon. This indi c at[...]

30 Supervisor’s Guide: Using Supervisor over the Web Managin g Groups ! ! ! ! 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[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 31 Adding a user 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 us er to a group. A user added to a group i nherits the rights of that g[...]

32 Supervisor’s Guide: Using Supervisor over the Web Managin g Groups Creating a new group The root group, which is created in the repository, represents y our 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[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 33 Renami ng a group Renaming a group To rename the current group: 1. In the Current group section click Rename . The Rename group “<group name>” pane appears. 2. In the Enter new grou p name box, type the new name of the group. Group names are unique within a repository. No two groups[...]

34 Supervisor’s Guide: Using Supervisor over the Web Managin g Groups 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 “<group name>” [...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 35 Deleting a grou p Dele ting a g roup 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 a[...]

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38 Supervisor’s Guide: Using Supervisor over the Web Managin g Users Overview Supervisor over the Web allows you to manage user accounts by: • Using the User Management pane • Creating a new user • Adding to a group • Editing user properties • Renaming a user • Deleting a user • Removing a user from a group ewwebsup60.book Page 38 T[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 39 Using the Us er Managem ent pane Using the User Managemen t pane When you select a user in the Group M anagement pane, the User Management pane appears. The User Management pane contains the following secti ons: • location of current user Indicates the complete path of the c urrent group in[...]

40 Supervisor’s Guide: Using Supervisor over the Web Managin g Users NOTE • The User Management pane is available only for users within your scope. • If the User Management pane is for your own instance: - the OK button is not displayed - the Rename , Add to Group , Remove , and Delete link s are not active - the properties displayed cannot b[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 41 Understand ing user profiles Understandin g user profiles Supervisor and Supervisor over the Web offer several user profiles. The user profile determines what products a user can use: • General supervisor (all products) • Supervisor (all products but Designer) • Designer (all products b[...]

42 Supervisor’s Guide: Using Supervisor over the Web Managin g Users ! ! ! ! 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 [...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 43 Creating a new user 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’ . When the first instance is created for a user, it has the following default parameters: To edit these parameters after creating a user,[...]

44 Supervisor’s Guide: Using Supervisor over the Web Managin g Users 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 [...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 45 Adding to a group 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[...]

46 Supervisor’s Guide: Using Supervisor over the Web Managin g Users 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 l evel • Setting the identificat ion strategy • Changing password setting[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 47 Editing user p roperties 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 u ser instance in the correc[...]

48 Supervisor’s Guide: Using Supervisor over the Web Managin g Users Changing login proper ti es The Disable login and Enable offline login options are in the Pas sword & Securi ty section of the User Management pane. ! ! ! ! Enabling and disabling login The Disable login property grants or denies permission to a user to log i n. 1. Select th[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 49 Editing user p roperties Setting t he object secu rity level Objects are components in Business Objects uni verses that make data accessible to users. Their security level i s defined by the designers who create them. By default, their security level is Publi c, meaning any user can work with[...]

50 Supervisor’s Guide: Using Supervisor over the Web Managin g Users ! ! ! ! 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 M anagement pane. The User Management pane appears for that user. 2. In the Password & Security section, c[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 51 Editing user p roperties Setting t he identif ication st rategy Supervisor over the Web allows you to set the identificatio n, 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.[...]

52 Supervisor’s Guide: Using Supervisor over the Web Managin g Users Changing a password To change a password: 1. Select the user instance in the Group M anagement pane. The User Management pane appears for that user. 2. Click Change password . The Change password for user “< user name>” pane appears. 3. In the Enter new password box, t[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 53 Renami ng a user Renamin g a use r 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 “<user name>” pane appears. 2. In the Enter new user nam e box, type a new name for the u [...]

54 Supervisor’s Guide: Using Supervisor over the Web Managin g Users Deleting a user You can delete the user permanently from the repository, which removes all instances of the user in all groups, and als o 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, re[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 55 Removing a user fro m a group 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 . Y ou need to [...]

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58 Supervisor’s Guide: Using Supervisor over the Web Managin g Multiple Us ers Overview Supervisor over the Web allows you to change the settings for more than one user in a group at a time. The actions you can perform on multiple users in a group include: • Selecting users • Editing multiple u ser properties • Adding multiple us ers to a g[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 59 Selecting us ers Selecting users The Users in group sec tion in th e 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. Clic k the checkbox next to the instances in the Users in group sectio[...]

60 Supervisor’s Guide: Using Supervisor over the Web Managin g Multiple Us ers 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 thi s action are disabled for your profile. ewwebsup60.book Page 60 Tuesd[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 61 Editing mul tiple user p roperties Editing multiple user properties After selecting multiple u sers 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, selec t the users whose properties you [...]

62 Supervisor’s Guide: Using Supervisor over the Web Managin g Multiple Us ers - 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 l ist. To disable this option, select Off from the list. - To enable password modification, sele [...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 63 Adding m ultiple users to a group 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, selec t the users that you want to add to a group. For information on selecting us ers, see Selecting users on page 59 . 2. Click[...]

64 Supervisor’s Guide: Using Supervisor over the Web Managin g Multiple Us ers 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 M anagement pane, select the user instances to be removed. For in[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 65 Deleting mult iple users Dele ting m ultip le u ser s This operation deletes ALL instances of the selec ted users in the repository. If you are unsure of the affiliatio ns of any of the users, remove them from the current group instead. See Removing a user from a group on page 55 . To delete [...]

66 Supervisor’s Guide: Using Supervisor over the Web Managin g Multiple Us ers Using the search options By default, the Group Management pane displ ays users in the current group. Use the search options to narrow this list or searc h for a user in the current group and its subgroups. To use these options, click Show search options in the Users in[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 67 Using the s earch options 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 r efer to Sea[...]

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Supervisor’s Gu ide: Using Supervisor ov er the Web 69 Index Index A adding a use r to a group 31, 45 B Busine ss Obje cts consul ting services 9, 11 docum entation 8 Docume ntation Suppl y St or e 7 support se rvices 9 trai ni ng s ervi ces 9, 1 1 C changi ng pas sword 52 configuring superv is or over th e w eb 18 consul tants Busines s O bj e c[...]

70 Supervisor’s Guide: Using Supervisor over the Web Index grou p m an age m en t pan e desc r ip t i o n 27 usin g the l i st so rt ba r 28 H help online 23 I identi fic at io n st ra t egy 51 index onli ne 2 3 inst all ing supe rvi sor ove r the web 18 K Know le dge Base 10 L logging in 20 logging out 22 login disa bli n g 48 enablin g 48 login[...]

Supervisor’s Gu ide: Using Supervisor ov er the Web 71 Index superv isor descript i on 15 profile 41 restric tio ns 41 superv is or ove r the web configur i ng 18 installing 18 superv is or -d es igner profi le 42 suppor t custom e r 9 T Tips & Tricks 8 training on B usiness O bjects produc ts 9 U user ad di ng to a group 31 , 45 creatin g 43[...]

72 Supervisor’s Guide: Using Supervisor over the Web Index ewwebsup60.book Page 72 Tuesday, July 6, 2004 5:34 PM[...]