Microsoft Oven 6.5 User's Manual
Contents
1. 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 lt group name gt pane appears Rename group Marketing Enter new group name pox 2 Inthe 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 Click OK to confirm and return to the Group Management pane or Close to cancel the operation and return to the Group Management pane Renaming a group _ Supervisor s Guide Using Supervisor over the Web M oving a group Using Supervisor over the Web you can move a group if e itis not the root group e you are a General Supervisor or the group is within your scope To move a selected group 1 Inthe Current group section click Move The Move group lt group name gt pane appears Move group Marketing Select a new parent group Bench x po 2 From the Select a new parent group list select the group to which you want to move the current group 3 Click OK to confirm and return to the Group Management pane or Close to cancel the operation and return to the Group Management pane L Managing Groups Supervisor s Guide Using Supervisor over the Web D eleting a group Using Supervisor over the Web you can delete a group if e itis not the root group e2. Selecting users _ Supervisor s Guide Using Supervisor over the Web You cannot e select your own instance e select a general supervisor instance if you are not logged in as a general supervisor e perform an action if the security commands that allow this action are disabled for your profile L Managing Multiple Users 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 Click Edit The Edit selected users pane appears with a list of the selected users at the top By default the settings are set to lt Unchanged gt Descriptions of the Password amp Security settings are available in Editing user properties on page 46 You need to leave the status as lt Unchanged gt for any parameters that you do not want to change Edit selected users andersonin johnsonna H Profile Profile lt Unchanged gt E Password amp Security Disable login lt Unchanged gt Enable offline login lt Unchanged gt Enable password modification lt Unchanged gt gt Object security level lt Unchanged gt Change password at first login lt Unchanged gt Pa
3. e What is Supervisor over the Web e Installing and configuring Supervisor over the Web Running Supervisor over the Web e Logging out of Supervisor over the Web Using the online help L Getting Started Supervisor s Guide Using Supervisor over the Web W hat 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 Supervisor over the Web runs on 3 tier architecture in a JSP environment It requires an application server and a Business Objects server with a connection to the relational database that hosts the repository Supervisor over the Web relies on the Administration Server module that keeps a cache of the security domain More than one supervisor working on the same repository resources at the same time from different desks can interfere with one another s work without this being immediately noticeable Coordinate your work with other Business Objects supervisors so that you do not work on the same resources at the same time What can you do with Supervisor over the Web Supervisor over the Web offers the following abilities e managing groups You can create move delete and rename groups e managing users You can create rename and de
4. Using the Group M anagement pane up icon 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 About Current group BOCC current group level socc Group Management A Bench current group A Current group sco amp Engineering section New user Add user New group Rename Move Delete amp Manufacturing EA Marketing users in grou Marketing A Users in group 9 P A Sales section Edit Add to group Remove Delete search options link C amp users Groups list sort bar im P casperdi BOcc OD aisserai Boce m Y brownid BOCC TTR derisne Boce subgroup tree OD smed Boce m pia anderson Boce o Ga johnsonna Bocce The Group Management pane contains the following up icon takes you to the parent of the current group subgroup tree contains links to the groups within the current group to which you have access current group level indicates the complete path of the current group in the group hierarchy current group section contains the actions that you can perform on the current group users in group section contains the actions that you can perform on one or more users in the current group and its subgroups the search
5. 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 Users with this profile do not have access to Designer Supervisor or Supervisor over the Web i P Versatile You can configure the rights of a versatile user who can for example have access to WeblIntelligence but not BusinessObjects This user can be given access to any combination of Business Objects products PA The profile icon of all of a user s instances appear with a red X when a user e is disabled either by another user with the right to disable users e has a failed login after a number of unsuccessful password entries higher than the maximal authorized L Managing Users Creating anew user Supervisor s Guide Using Supervisor over the Web 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 Parameter Setting Password lt username gt Disable login Off Enable offline login On Enable password modification On Object security level Private Change password at first login Off Password validity Off Identification strategy Full Checking To edit these parameters after creating a use
6. Deleting a user on page 54 For information on removing more than one user from a group at a time refer to Removing multiple users from a group on page 64 To remove a user from a group 1 In the Group Maintenance pane for the group from which the user is to be removed click on the user instance The User Management pane for the user appears It is important to access users through the group from which they need to be removed The Remove action is tied to the location of the user instance 2 Click Remove The Remove user lt user name gt from group lt group name gt pane appears Remove user hanbyrd from group Sales Click OK to remove the user from the group Po cece 3 Click OK to confirm and return to the Group Management pane or Close to cancel the operation and return to the User Management pane You cannot remove your own instance from a group Removing a user from a group _ Supervisor s Guide Using Supervisor over the Web L Managing Users Managing Multiple Users 4 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 The actions you can perform on multiple users in a group include e Selecting users e Editing multiple user properties e Adding multiple users to a group e Removing multiple users from a group e Deleting multiple u
7. OK to confirm and return to the User Management pane or Close to cancel the operation and return to the User Management pane You cannot rename your own instances Renaming a user _ Supervisor s Guide Using Supervisor over the Web D eleting 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 In the User Management pane for the user you want to delete click Delete The Delete user lt user name gt pane appears indicating the number of instances of the user that will be deleted Delete user hanbyrd This will remove 1 instance s of this user 2 Click OK to confirm and return to the Group Management pane or Close to cancel the operation and return to the User Management pane You cannot delete your own instances L Managing Users 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
8. strategy 51 index online 23 installing supervisor over the web 18 K Knowledge Base 10 L logging in 20 logging out 22 login disabling 48 enabling 48 login properties changing 48 M moving a group 34 multimedia quick tours 8 multiple users adding to a group 63 deleting 65 editing properties 61 removing from a group 64 selecting 59 L Index O object level security 49 offline login mode disabling 48 enabling 48 Online Customer Support 9 P password changing 52 settings 49 periodic action 50 periodic validity 50 properties editing for multiple users 61 login 48 user 46 R removing multiple users 64 renaming groups 33 users 53 running Supervisor over the Web 20 S search documentation 7 search options 66 searching by name 66 by subgroup 67 by wildcard 66 for disabled users 67 security commands required 16 setting identification strategy 51 object level security 49 sorting using the list sort bar 28 subgroup searching by 67 supervisor description 15 profile 41 restrictions 41 supervisor over the web configuring 18 installing 18 supervisor designer profile 42 support customer 9 T Tips amp Tricks 8 training on Business Objects products 9 U user adding to a group 31 45 creating 43 deleting 54 properties 46 removing from group 55 renaming 53 searching for 66 user profiles designer 41 end user 42 general supervisor 41 supervisor 41 super
9. you are a General Supervisor or the group is within your scope e 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 Use Supervisor to remove a Broadcast Agent from a group before deleting the group To delete the current group 1 Inthe Current group section click Delete The Delete group lt group name gt pane appears listing the number of users that will be deleted or removed from the group Delete group Marketing This will remove 0 user s from this group and its sub group s This will delete 6 user s from this group and its sub group s If there is at least one other instance of a user in another group the instance in the deleted group is removed but the user is not deleted from the repository If the user belongs only to the deleted group then the user is deleted from the repository 2 Click OK to confirm and return to the Group Management pane or Close to cancel the operation and return to the Group Management pane Deleting a group _ Supervisor s Guide Using Supervisor over the Web L Managing Groups Managing Users lt Supervisor s Guide Using Supervisor over the Web Overview Supervisor over the Web allows you to manage user accounts by e Using the User Management pane e Creating a new user e Adding to a gro
10. Off for Change password at first login Click OK to confirm gt Forcing users to change their password at set periods If you want to force users to change their password after a specified number of days has elapsed 1 Select the user instance in the Group Management pane The User Management pane appears for that user Inthe Password amp Security section click On for Password validity The Password validity box and the Periodic action options appear Password validity On C Off Password validity 30 Days Periodic action COn amp Off Inthe Password validity box type the desired number of days The password becomes invalid after the number of days has elapsed To activate Periodic action click On With this option selected the password validity period you entered is applicable each time the user changes the password When Password validity is On and Periodic action is Off the password validity period only applies once Click OK to confirm 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 Inthe Password amp Security section select an option from the Identification Strategy l
11. Supervisor s Guide Using Supervisor over the Web Supervisor 6 5 Windows and UNIX _ Supervisor s Guide Using Supervisor over the Web Copyright Trademarks Use restrictions Patents Copyright 2004 Business Objects All rights reserved Printed in France 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 Contains IBM Runtime Environment for AIX R Java TM 2 Technology Edition Runtime Modules c Copyright IBM Corporation 1999 2000 All Rights Reserved This product includes code licensed from RSA Security Inc Some portions licensed from IBM are available at http oss software ibm com icu4j Contains ICU libraries c 1995 2003 International Business Machines Corporation and others All rights reserved This software and documentation is commercial computer software under Federal Acquisition regulations and is provided only under the Restricted Rights of the Federal Acquisition Regulations applicable to commercial computer software provided at private expense The use duplication or disclosure by the U S Government is subject to restrictions set forth in subdivision c 1 ii of the Rights in Technical Data and Computer Software clause at 252 227 7013 Busin
12. Supply Store or from your local sales office Information resources _ Supervisor s Guide Using Supervisor over the Web gt 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 How can get the most recent documentation You can get our most up to date documentation via the web Regularly check the sites listed below for the latest documentation samples and tips gt Tips amp Tricks Open to everyone this is a regularly updated source of creative solutions to any number of business questions You can even contribute by sending us your own tips www businessobjects com forms tipsandtricks_login asp gt Product documentation We regularly update and expand our documentation and multimedia offerings With a valid maintenance agreement you can get the latest documentation in seven languages on the Online Customer Support OCS website gt Developer Suite Online Developer Suite Online provides documentation samples and tips to those customers with a valid maintenance agreement and a Developer Suite license via the Online Customer Support OCS website Send us your feedback Do you have a suggestion on how we can improve our documentation Is there som
13. Users 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 You cannot change properties for your own instance the following parameters for general supervisor instances Disable Login you can only set it to Off Enable Offline Login Enable Password Modification Object Security Level Supervisor s Guide Using Supervisor over the Web Changing a user profile To change the profile of a user 1 When you set a profile to general supervisor the following parameters are automatically changed Select the user instance in the Group Management pane The User Management pane appears for that user Inthe 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 You cannot assign the general supervisor profile unless you are logged in as a general supervisor the user has only one instance and this instance is located in the repository root group Click OK to confirm The Group Management pane reappears Disable Login is set to Off Enable Offline Login is set to On Enable Password Modification is set to On Object Security Level is set to Private Editing user pro
14. a user from a group on page 55 To delete more than one user 1 Inthe Users in group section of the Group Management pane select the users you want to delete For information on selecting users see Selecting users on page 59 2 Click Delete The Delete selected users pane appears with a list of the selected users Delete selected users andersonin a johnsonna Click OK to confirm the deletion ofthe selected users Es EE 3 Click OK to confirm and return to the Group Management pane or Close to cancel the operation and return to the Group Management pane Deleting multiple users _ 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 Search options are displayed and the Show search options link toggles to Hide search options A Users in group Edit Add to group Remove Delete Hide search options I Include subgroups I Disabled only Search To hide the search options click Hide search options Searching by name or wildcard To search for users by name or wildcard 1 In the box next to the Search button do one of the following to search by name type the name
15. able via Supervisor over the Web To use Supervisor over the Web users must have certain Supervisor security commands enabled These commands are described below gt Security command family configuration want the supervisor to enable Security Command Change a existing user s profile or assigning Change Profile the profile of a new user gt Security command family tools want the supervisor to Supervisor s Guide Using Supervisor over the Web enable Security Command Change his or her own password and those Change Password of the users managed gt Security command family user and group want the supervisor to enable Security Command s Add an instance of a user to a group Add to Group Create a new group Create Group Create a new user Create User Delete a group Delete Group Delete a user Delete User Disable or enable a user Edit the properties of a user or group Disable Enable User Edit User Group Properties Remove user instances from groups Remove User from Group Rename a user or group Rename User Group Move a group Add to Group and Remove User from Group These security commands are enabled for general supervisors by default For more information about security commands refer to the Supervisor s Guide What is Supervisor over the Web _ Supervisor s Guide Using S
16. ct profile list The profile selected for this user does not affect the user s profile in other groups 4 Click OK to confirm or Close to cancel the operation and return to the Group Management pane 5 To add more users the group repeat steps 2 through 4 6 To return to the Group Management pane after adding the new user s click Close You cannot e select the General Supervisor profile using the Add user function e add users from groups to which you do not have Supervisor rights e if the Set Profile security command is disabled for your profile select other than the User profile Adding a user _ Supervisor s Guide Using Supervisor over the Web Creating a new group L Managing Groups 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 Inthe Current group section click New group The Create new group in group lt group name gt pane appears Create new group in group BOCC Enter new group name 2 Inthe Enter new group name box type a name for the new group Group names are unique within a repository No two groups may have the same name 3 Click OK to confirm or Close to cancel the operation and return to the Group Management pane 4 To create more new groups repeat steps 2 and 3 5 To return to the Group Management pane click Close
17. e profiles in Supervisor and Supervisor over the Web to reflect the needs of the users The profiles are described below E gt General supervisor The general supervisor is the primary system administrator A general supervisor has all permissions in its security domain A general supervisor can e create user groups and any type of user including other general supervisors e manage user accounts and privileges and resources in the entire repository e use any feature in Business Objects products iyi gt Supervisor The supervisor is responsible for user administration within its groups and subgroups A supervisor can e create users with any profile except general supervisor e create user groups e administer user accounts and privileges e manage resources in its groups By default the supervisor can use any feature of all Business Objects products except Designer but a general supervisor or supervisor can limit a supervisor s rights to user or resource management features Di gt Designer The universe designer uses Designer to create and maintain universes for a particular group of users A universe designer can distribute a universe as a file through the file system or by exporting it to a repository Understanding user profiles Supervisor s Guide Using Supervisor over the Web gt Supervisor Designer This user has all the rights of the supervisor and the universe designer combined at P User Users use the
18. ers Selecting users Editing multiple user properties 0 0 0 2 0 0 eee eee eee Adding multiple users to a group 2 ee Removing multiple users from a group 0 0 2 eee eee eee Deleting multiple users Using the search options Index 37 39 41 43 45 46 52 53 54 55 57 59 61 63 64 65 66 69 Maximizing Your Information Resources lt preface 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 Packed with in depth technical information business examples and advice on troubleshooting and best practices this comprehensive documentation set provides concrete solutions to your business problems Business Objects also offers a complete range of support and services to help maximize the return on your business intelligence investment See in the following sections how Business Objects can help you plan for and successfully meet your specific technical support education and consulting requirements L Maximizing Your Information Resources Supervisor s Guide Using Supervisor over the Web Information resources Whatever your Business Objects profile we can help you quickly access the documentation and
19. ess Objects owns the following U S patents which may cover products that are offered and sold by Business Objects 5 555 403 6 247 008 B1 6 578 027 B2 6 490 593 and 6 289 352 Supervisor s Guide Contents Preface Chapter 1 Chapter 2 Maximizing Your Information Resources Information resources Services Useful addresses at a glance About this guide Getting Started 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 Managing Groups Using the Group Management pane Adding a user Creating a new group Renaming a group Moving a group Deleting a group Using Supervisor over the Web 13 15 18 i ae i pu ng ec 20 ee eae a ie 22 aE E ee aa ee bys 23 25 to iis bbls GS ale lead ek 27 TETERE TETTETETT 31 E E EEE 32 E EEE E AE 33 E dare at ee a 34 este egies ae aed 35 Contents _ Supervisor s Guide Using Supervisor over the Web L Contents Chapter 3 Chapter 4 Managing Users Using the User Management pane 0 00 e eee eee eee Understanding user profiles 2 0 0 cece eee eee Creating anew user Adding to a group Editing user properties Changing a password Renaming auser Deleting a user Removing a user from a group 1 eee Managing Multiple Us
20. ething you particularly like or have found useful Drop us a line and we will do our best to ensure that your suggestion is included in the next release of our documentation documentation businessobjects com If your issue concerns a Business Objects product and not the documentation please contact our Customer Support experts For information about Customer Support visit www businessobjects com services support htm L Maximizing Your Information Resources 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 We operate three global customer support centers e Americas San Jose California and Atlanta Georgia e Europe Maidenhead United Kingdom e Asia Tokyo Japan and Sydney Australia gt Online Customer Support Our Customer Support website is open to all direct customers with a current maintenance agreement and provides the most up to date Business Objects product and technical information You can log update and track cases from this site using the Business Objects Knowledge Base Having an issue with the product Have you exhausted the troubleshooting resources at your disposal and still not found a solutio
21. ion and Configuration Guide for UNIX or the Installation and Configuration Guide for Windows depending on your platform Start the Business Objects server If this is the first time you are running Supervisor over the Web use the Business Objects Administration Console to enable the following modules in your cluster Administration Server Login Server In a browser go to the Supervisor over the Web virtual directory created using the Configuration Tool It should have the following format http lt hostname gt lt portnumber gt wsupervisor The login page for Supervisor over the Web appears BUSINESSOBJECTS g p QUPER 5 BUSINESS OBJECTS SUPE b Welcome to Supervisor This version of Supervisor allows you to manage users and groups over the web 5 Click Log In Supervisor s Guide Using Supervisor over the Web BUSINESSOBJECTS SUPER y Welcome to Supervisor Im 1 BUSINESS OBJECTS This version of Supervisor allows you to manage users and groups over the web Name Password 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 If your login fails remember that e Ifthe Change password at first login opti
22. ion contains the properties for the user password and other access security options Using the User Management pane _ Supervisor s Guide Using Supervisor over the Web L Managing Users 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 links are not active the properties displayed cannot be changed If you need to edit your own general supervisor user instance you need to log in as a different general supervisor although some parameters are automatically set for a general supervisor instance and cannot be changed You are not allowed to perform an action for a link that is not active for one of the following reasons the security commands that allow this action are disabled for your profile this action is not possible by design itis your own user instance Supervisor s Guide Using Supervisor over the Web U nderstanding user profiles Supervisor and Supervisor over the Web offer several user profiles The user profile determines what products a user can use e General supervisor all products e Supervisor all products but Designer e Designer all products but Supervisor and Supervisor over the Web e Supervisor designer all products e User all products but Designer Supervisor and Supervisor over the Web e Versatile configurable You assign thes
23. ist Option Description Full Checking The default option The Business Objects repository always checks the validity of the user password No Password Removes all password controls for this user as long as Checking the option is selected 3 Click OK to confirm Editing user properties 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 lt user name gt pane appears Change password for user hanbyrd Enter new password Confirm new password l 3 In the Enter new password box type the new password Inthe Confirm new password box type the new password again 5 Click OK to confirm and return to the User Management pane or Close to cancel the operation and return to the User Management pane A L Managing Users 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 lt user name gt pane appears Rename user denispe Enter new user name i E 2 Inthe Enter new user name box type a new name for the user This name must not already exist in the repository 3 Click
24. ity 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 The levels are from highest to lowest e private e confidential e restricted e controlled e public For more information on object security levels refer to the Designer s Guide To set the object security level for a user 1 Select the user instance in the Group Management pane The User Management pane appears for that user 2 Inthe Password amp Security section select a level from the Object security level list 3 Click OK to confirm Changing password settings Supervisor over the Web allows you to edit the password settings for a user gt Allowing users to modify their password To allow users to modify their password 1 Select the user instance in the Group Management pane The User Management pane appears for that user 2 Inthe Password amp Security section click On or Off for Enable password modification 3 Click OK to confirm Editing user properties _ Supervisor s Guide Using Supervisor over the Web L Managing Users gt Forcing users to change their password at the first login To force users to change their password at their first login T 2 3 Select the user instance in the Group Management pane The User Management pane appears for that user In the Password amp Security section click On or
25. lete users assign and remove them from groups change passwords and edit user properties managing many users at the same time You can edit user properties add users remove and delete multiple users in groups All changes performed in the Supervisor over the Web are immediately taken into account in the repository and in the Administration Server cache What is Supervisor over the Web _ 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 e create repositories e manage resources categories Broadcast Agents and security commands e perform scan compact and repair operations e import or export users or groups You must use Supervisor to perform these operations Who can use Supervisor over the Web L Getting Started Any user authorized to access Supervisor can access Supervisor over the Web This includes users with the following profiles e General supervisor e Supervisor e Supervisor designer e Versatile with supervisor rights Security commands for Supervisor over the Web Security commands control the actions performed using Supervisor and Supervisor over the Web A general supervisor can allow supervisors to perform some tasks but not others for example a supervisor that can create users but not delete them You need to use Supervisor to manage security command settings as they are not avail
26. m A Users Groups list sort bar E Sh alanob Boce D dh alainan BOCC E x brunote Bocce O oh brutteniel Bocce O P casperdi BOCC O amp crantondr Bocc Cr w denispe Bocc current sort arrow Supervisor s Guide Using Supervisor over the Web gt 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 The profile column is sorted in the following order General supervisor Supervisor Designer Supervisor designer User Versatile Within each profile the list is sorted by user name then group 2 To sort the list in ascending order click the arrow The list reappears with the arrow pointing upward to indicate that the sort order is ascending gt Sorting user list by name To sort users by user name 1 Click Users in the list sort bar The list is sorted in descending order A small blue arrow appears next to Users This indicates that the user list is now sorted by user name The arrow points downwards to indicate that the sort order is descending If a user has more than one user instance they are sorted according to profile then group 2 To sort the list in ascending order click
27. n to a specific issue For support in deploying Business Objects products contact Worldwide Customer Support at www businessobjects com services support htm Looking for the best deployment solution for your company Business Objects consultants can accompany you from the initial analysis stage to the delivery of your deployment project Expertise is available in relational and multidimensional databases in connectivities database design tools customized embedding technology and more For more information contact your local sales office or contact us at www businessobjects com services consulting htm Looking for training options From traditional classroom learning to targeted e learning seminars we can offer a training package to suit your learning needs and preferred learning style Find more information on the Business Objects Education website www businessobjects com services education htm Services _ Supervisor s Guide Using Supervisor over the Web Useful addresses at a glance Address Content Business Objects Documentation www businessobjects com services documentation htm Overview of Business Objects documentation Links to Online Customer Support Documentation Supply Store Documentation Roadmap Tips amp Tricks Documentation mailbox Business Objects Documentation mailbox documentation businessobjects com Feedback or questions about documentation Product documentation www b
28. on is activated in your user properties you need to go first to another tool for example BusinessObjects or Supervisor to change your password e Ifatimestamp is applied to you or your group you cannot log in to Supervisor over the Web outside the timestamp period s e If the amount of your incorrect password entries exceeds the maximum tries authorized your password is disabled You need to contact another general supervisor to get your password enabled For information on starting the Business Objects server or enabling modules refer to the System Administrator s Guide for UNIX or System Administrator s Guide for Windows depending on your platform Running Supervisor over the Web _ Supervisor s Guide Using Supervisor over the Web Logging out of Supervisor over the Web L Getting Started amp Logout 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 If you leave Supervisor over the Web inactive longer than the maximum time period defined by the Administration Server s Client Session Timeout parameter your session is closed automatically and you must log in again This parameter can only be modified in the Administrative Console To log out 1 Click Log
29. options and the list of users in the group and its subgroups with a list sort bar For more information on the user profiles go to Understanding user profiles on page 41 search options link allows you to show the search options list sort bar allows you to sort the users by user name group name user profile and select or unselect all users Using the Group Management pane _ Supervisor s Guide Using Supervisor over the Web 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 a link that is inactive for one of the following reasons the security commands that allow this action are disabled for your profile this action is not possible by design Navigating in the subgroup tree You can navigate in the subgroup tree by doing the following L Managing Groups To display a subgroup in the Group Management Pane click its name It then becomes the current group To return to the root group click the root group name in the current group level To display the parent group of the current group click the up icon Sorting users in the group management pane To sort the list of users in the Users in group section of the Group Management pane use the list sort bar sortby user sortbyuser sortby user profile name group
30. other information you need Where do start Below are a few suggested starting points there is a summary of useful web addresses on page 10 gt Documentation Roadmap The Documentation Roadmap references all Business Objects guides and multimedia and lets you see at a glance what information is available from where and in what format View or download the Business Objects Documentation Roadmap at www businessobjects com services documentation htm gt Documentation from the products You can access electronic documentation at any time from the product you are using Online help multimedia and guides in Adobe PDF format are available from the product Help menus gt Documentation on the web The full electronic documentation set is available to customers with a valid maintenance agreement on the Online Customer Support OCS website at www businessobjects com services support htm gt Buy printed documentation You can order printed documentation through your local sales office or from the online Business Objects Documentation Supply Store at www businessobjects com services documentation htm gt Search the Documentation CD Search across the entire documentation set on the Business Objects Documentation CD shipped with our products This CD brings together the full set of documentation plus tips tricks multimedia tutorials and demo materials Order the Documentation CD online from the Business Objects Documentation
31. out in the Supervisor over the Web toolbar A confirmation window appears Logout Are you sure you want to log out 2 Click Logout The Login page appears You have logged out If you decide not to log out click Cancel Supervisor s Guide Using Supervisor over the Web Using the online help 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 The navigation frame is resizable and consists of an expandable and collapsible table of contents e a multi level index with keyword search e a search facility Click individual help topics in the navigation frame to display their contents Where relevant it also contains links to related help topics and to online guides in PDF format Using the online help Supervisor s Guide Using Supervisor over the Web L Getting Started Managing Groups Chapter Supervisor s Guide Using Supervisor over the Web Overview Supervisor over the Web allows you to manage groups by e Using the Group Management pane e Adding a user e Creating a new group e Renaming a group e Moving a group e Deleting a group L Managing Groups Supervisor s Guide Using Supervisor over the Web
32. perties Supervisor s Guide Using Supervisor over the Web Changing login properties The Disable login and Enable offline login options are in the Password amp Security section of the User Management pane Password amp Security Disable login COn Off Enable offline login On Off gt 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 Inthe Password amp Security section click On or Off for Disable login 3 Click OK to confirm If you disabled the login user s profile icon in the Group Management pane appears with a red X If you enabled the user s profile icon the red X disappears gt Enabling and disabling offline login The Enable offline login property grants or denies permission to a user to log in without a connection to the repository 1 Select the user instance in the Group Management pane The User Management pane appears for that user 2 Inthe Password amp Security section click On or Off for Enable offline login 3 Click OK to confirm L Managing Users 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 secur
33. ple you can search for disabled users across subgroups or for disabled users with a user name beginning with C Using the search options _ Supervisor s Guide Using Supervisor over the Web L Managing Multiple Users Index A adding a user to a group 31 45 Business Objects consulting services 9 11 documentation 8 Documentation Supply Store 7 support services 9 training services 9 11 C changing password 52 configuring supervisor over the web 18 consultants Business Objects 9 creating group 32 user 43 customer support 9 D deleting group 35 multiple users 65 user 54 demo materials 7 designer profile 41 Developer Suite 8 10 disabled users searching for 67 disabling login 48 offline login mode 48 Supervisor s Guide Using Supervisor over the Web documentation CD7 feedback on 8 on the web 7 printed ordering 7 roadmap 7 search 7 Documentation Supply Store 7 E editing login properties 48 password settings 49 user properties 46 education see training enabling login 48 offline login mode 48 F feedback on documentation 8 G general supervisor profile 41 group adding a user to 31 adding multiple users 63 creating 32 deleting 35 moving 34 removing a user 55 removing multiple users 64 renaming 33 Index _ Supervisor s Guide Using Supervisor over the Web group management pane description 27 using the list sort bar 28 H help online 23 identification
34. r click on the user instance link The User Management pane for that instance opens Creating a new user _ Supervisor s Guide Using Supervisor over the Web L Managing 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 Click New user in the Current group section The Create new user in group lt group name gt pane appears Create new user in group Marketing Enter user name Select profile User In the Enter user name box type the name of the new user User names are unique within the repository No two users may have the same name If you type the name of an existing user an error message appears In this case enter a different name for the user and click OK If you meant to add an existing user with this name to the group you can use Add user in the Group Management pane or Add to group in the User Management pane Select a profile from the Select profile list If the Set Profile security command is disabled for your profile you can only assign the User profile You cannot assign the general supervisor profile unless you are logged in as a general supervisor the new user is created in the repository root group Click OK to create the new user or Close to return to the Group Management pane To create other u
35. rvices education htm Business Objects Consulting Services Information on how Business Objects can help maximize your business intelligence investment www businessobjects com services consulting htm Useful addresses at a glance _ 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 This font is also used for all paths directories scripts commands and files for UNIX Some code Placed at the end of a line of code the symbol 9 more code indicates that the next line should be entered continuously with no carriage return DIRECTORYPATHNAME The path to a directory in the Business Objects installation configuration directory structure For example e INSTALLDIR refers to the Business Objects installation directory e LOCDATADIR refers to a subdirectory of the BusinessObjects installation directory called locData L Maximizing Your Information Resources Getting Started Chapter Supervisor s Guide Using Supervisor over the Web Overview This chapter contains the following sections
36. sers e Using the search options L Managing Multiple Users 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 A Users in group Edit Add to group Remove Delete Show search options E A Users Groups mi Th abertab Marketing M w andersonin Marketing O w denispe Marketing D w smithip Marketing M oh johnsonna Marketing O oh alanob Marketing To select or unselect all instances click the checkbox in the list sort bar TIP e To narrow the list of users within a large group and its subgroup s in the Users in group section of the Group Management pane use the search options For example you may want to find all disabled users within a group and its subgroups To do a search refer to Using the search options on page 66 e To organize a list to find specific users whose properties you want to edit for example all of the users with a Supervisor profile within a group you can use the list sort option on the profiles column For information on the list sort options refer to Sorting users in the group management pane on page 28 Once you have selected the users you can perform any of the operations described in the following sections
37. sers repeat steps 2 through 4 or click Close to return to the Group Management pane 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 toa group if e the group or user is within your scope e the instance is not your own e 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 In the User Management pane for the current user click Add to group The Add user lt user name gt to group pane appears Add user casperdi to group Select a group BOCC x Select profile User 7 2 From the Select a group list select the group to which you want to add the user 3 Select a profile from the Select profile list If the Set Profile security command is disabled for your profile you can only assign the User profile The General Supervisor profile is not available for this action This profile can only be assigned to a user who has only one instance and is at the repository root level 4 Click OK to add the user to the group and return to the User Management pane or Close to cancel the operation and return to the User Management pane Adding to a group _ Supervisor s Guide Using Supervisor over the Web Editing user properties L Managing
38. ssword validity lt Unchanged gt gt Password validity feUnchanged gt Days Periodic action lt Unchanged gt Identification strategy lt Unchanged gt Select the actions that you want to perform on the selected users To change the profile select a profile that will be applied to the selected users in the current group from the Profile list If the Set Profile security command is disabled for your profile you can only assign the User profile You cannot assign the General Supervisor profile unless you are logged in as a General Supervisor and the users are in the repository root group Editing multiple user properties _ 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 To set the object security level select a level from the Object security level list For information on object security levels see Setting the object security level on page 49 To force the selected users to change their passwords at the first login select On from the Change password at first login list To disable this option select Off from the list To activate the pas
39. st You cannot assign the General Supervisor profile using the Add to group action If the Set Profile security command is disabled for your profile you can only assign the User profile 5 Click OK to confirm and return to the Group Management pane or Close to cancel the operation and return to the Group Management pane Adding multiple users to a group _ 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 Inthe 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 The Remove selected users from group pane appears with a list of selected instances that you want to remove Remove selected users from group andersonin johnsonna Click OK to remove the selected instances 4 Click OK to confirm and return to the Group Management pane or Close to cancel the operation and return to the Group Management pane L Managing Multiple Users Supervisor s Guide Using Supervisor over the Web D eleting 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
40. sword validity option that forces the selected users to change their passwords at least once select On from the Password validity list To disable this option select Off from the list If you activated the password validity option you must set the period of time that must pass before the selected users are required to change their passwords In the Password validity box type a number of days To require a password change each time the password validity period recurs select On from the Periodic action list To disable this option select Off from the list To change the identification strategy select an option from the Identification strategy list 4 Click OK to confirm and return to the Group Management pane or Close to cancel the operation and return to the Group Management pane L Managing Multiple Users Supervisor s Guide Using Supervisor over the Web Adding multiple users to a group To add multiple users to a group 1 Inthe 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 Add selected users to group andersonin johnsonna E Select a group Bo 7 Select profile User x EJ Eo 3 Select a group from the Select a group list 4 Select a profile from the Select profile li
41. the blue arrow The list reappears with the arrow pointing upwards to indicate that the sort order is ascending Using the Group Management pane _ Supervisor s Guide Using Supervisor over the Web gt 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 To sort the list in ascending order click the blue arrow The list reappears with the arrow pointing upwards to indicate that the sort order is ascending L Managing Groups 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 Inthe Current group section click Add user The Add user in group lt group name gt pane appears Add user in group BOCC Enter user name Select profile User x 2 Inthe Enter user name box type the name of an existing user that you want to add to the group 3 Select a profile from the Sele
42. to use a wildcard use the following formats To search for Use Any name that contains a letter or list of lt letter or list of letters gt letters in the current group Any name that begins with a letter or list of lt letter or list of letters gt letters in the current group Any name that ends with a letter or list of lt letter or list of letters gt letters in the current group All names in the current group ii 2 Click Search The list is refreshed to display only those users that match the criteria of your search L Managing Multiple Users 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 Inthe 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 Searching for disabled users To search for disabled users in the parent group 1 Inthe search options select Disabled only 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 only disabled users You can combine search options For exam
43. uctions Using Supervisor create the Business Objects repository if this has not already been done You must use Supervisor because you cannot create a repository using Supervisor over the Web 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 For example if you keep the default virtual directory proposed by the Configuration Tool wsupervisor you ll access the Supervisor over the Web through the URL http lt hostname gt lt portnumber gt wsupervisor or https lt hostname gt lt portnumber gt wsupervisor only if you use an SSL web server When configuration is complete this link provides access to Supervisor over the Web For complete configuration instructions see the nstallation and Configuration Guide for UNIX or the Installation and Configuration Guide for Windows depending on your platform Installing and configuring Supervisor over the Web _ Supervisor s Guide Using Supervisor over the Web Running Supervisor over the Web L Getting Started 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 For information on configuring and starting the application server see the Installat
44. up e Editing user properties e Renaming a user e Deleting a user e Removing a user from a group L Managing Users Supervisor s Guide Using Supervisor over the Web Using the User M anagement pane When you select a user in the Group Management pane the User Management pane appears About Current user BOCC Marketing District Supervisor location of current user User Management East Group Rename Addto group Remove Delete user Change password Current user actions EA Global Headquart Grou fa 3 T Th Supenisor E BOCC Marketin the groups to which A western Group amp h User F BOCC Bench the user belongs A Versatile BOCC Limited Password amp Security Disable login Con off Enable offline login on off Enable password modification on Cof the user s Object security level Private z password and Change password atfirstlogin On of security properties Password validity Con off Identification strategy Full checking z The User Management pane contains the following sections e location of current user Indicates the complete path of the current group in which the user instance is located e current user actions This section contains actions that can be performed on the current user instance e groups This section lists the groups to which the user belongs and the user s profile in each group e password amp security This sect
45. upervisor over the Web Installing and configuring Supervisor over the Web L Getting Started 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 You should have the following guides close by for reference Installation and Configuration for UNIX or Installation and Configuration for Windows Supervisor s Guide the installation and configuration documentation for the application server the readme for Business Objects product suite for deployment information see depending on your platform Setting Up Your Business Objects Deployment under UNIX or Setting Up Your 3 tier Business Objects Deployment under Windows To install and configure the Supervisor over the Web files you need to complete the following steps ills Install the application and web servers You can find an up to date list of the application and web server versions supported by Business Objects in the Products Availability Report PAR at www techsupport businessobjects com To install the servers refer to the installation documentation that accompanies them Install Supervisor over the Web with the Business Objects product suite Refer to the Installation and Configuration Guide for UNIX or the Installation and Configuration Guide for Windows depending on your platform for instr
46. usinessobjects com services support htm The latest Business Objects product documentation to download or view online Business Objects product information www businessobjects com Information about the full range of Business Objects products Developer Suite Online www techsupport businessobjects com Available to customers with a valid maintenance agreement and a Developer Suite license via the Online Customer Support OCS website Provides all the documentation latest samples kits and tips Knowledge Base KB www techsupport businessobjects com Technical articles documents case resolutions Also use the Knowledge Exchange to learn what challenges other users both customers and employees face and what strategies they find to address complex issues From the Knowledge Base click the Knowledge Exchange link Tips amp Tricks www businessobjects com forms tipsandtricks_login asp Practical business focused examples L Maximizing Your Information Resources 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 se
47. visor designer 42 user 42 user properties editing 46 using search options 66 V versatile user profile 42 Supervisor s Guide Using Supervisor over the Web WwW web customer support 9 getting documentation via 7 useful addresses 10 wildcard search 66 Index _ Supervisor s Guide Using Supervisor over the Web L Index
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