1. Necto Training
Module 10: Necto
Administration

2. Objectives
By the end of this lesson you will be able
to perform Necto Administration tasks:
Define Users and Roles
Manage Applications and Workboards
Configure the Necto Server

3. Agenda
Users and Roles
Permissions
Workboard Management
Server Administration
Applications

4. Necto Control Panel
Described in a
separate Data Sources,
lesson. Workboards and
Available to all Skins
users
Users and Server
Management

5. Control Panel Navigation
Click to enter / exit
Control Panel
Click to return to
Control Panel
Click to enter a page

6. Users and Roles

7. Case Study
My Necto system needs to
support 2 types of users.
• How do I import or create new
users? LAN
• How do I implement Internet
security?
Internal Users External Users
• Company employees • Partners and distributors
• Defined in the • Not defined in the
organizational network organizational network

8. Users Organizational Structure
OLAP Active Necto
Directory
Roles Roles
Groups Groups
Internal Users
User User
User User
User User
Users Users
External Users

9. Importing and Creating Users and Roles
OLAP Active Necto
Directory
Roles Import or define manually Roles
Groups Groups
Internal Users
sync
User User
User User
User User
Users Users
External Users Import using .csv file or define manually

10. Import Roles

11. Import Users from CSV File
CSV file format

12. Users Management
Users defined in Necto application
Domain users defined on the Server.
In this case, server name = NECTO2

13. Adding a User

14. Defining User Properties
Users can later modify their own
properties, by clicking on their name
Can map Necto users
to Domain users
Activate or lock user
account
Topics, friends and
subscribed users are
described in relevant lessons

15. Adding Users and Groups to a Role
Click to Click to
select users select groups
Note: a user can
Click arrow to
have more than Roles
add selected
one role
item to role
Groups
Users Users

16. Adding Roles
Roles can be organized in
folders

17. Demonstration 1: Adding Users and
Groups
Import users from CSV file
Administration->Users and Roles-> Import Users
Use file upload users.CSV
Add a few users manually
Create roles and add relevant users to roles
Food Mart All
Food Mart Finance
Food Mart HR

18. Permissions

19. Permissions
Who can edit / read / view entities
Entities are Workboards,
Applications, Users and Roles
Roles
Permissions are granted to a Role
Groups
Users that belong to a role inherit
the permissions Users Users
Entities inherit containing folder
permissions

20. Setting Permissions
Click to open
menu
Select
Permissions

21. Defining Permissions
1. Click to add
a permission
definition
2. Select a role
3. Set
permission type

22. Setting Permissions for Users and
Roles
The role “HR Managers”
need to be able to edit
users. Can I give them that You can.
permission? But remember: only
administrators can modify
users and groups.
You must give each member of
the HR Managers group the
role of administrator first

23. Demonstration 2: Granting
Permissions
Edit workboard permissions
Food Mart folder – all Food Mart employees can edit
Food Mart HR – only Food Mart HR can view
Edit roles permissions
Food Mart All – give the role Food Mart HR rights to edit
View results
Log in as Food Mart non- HR user and see the results
Log in as Food Mart HR user and see the results
As HR user, go to control panel – see that you don’t see users
Add Food Mart HR users to Admin Role
Login as administrator to do so
View results
Log in as a Food Mart HR user and see the results

24. Managing Workboards

25. Case EMEA and APAC use different databases
that have the same structure.
I want them to use the same workboard
layout.
Can I define it only once?
1. Duplicate the
workboard
2. Change
connection
properties

26. Duplicating a Workboard
Select a
workboard
and copy it
Select a
folder and
paste into it

27. Editing Connection Properties
Click to edit connection
properties

28. Editing Connection Properties
Select
workboard
or views
Define new
connection

29. Demonstration – Managing Workboards
Duplicate a workboard
Edit the connection properties of the new
Workboard

30. Administration

31. License Information
Informative only
To update – need a new license
file

32. Administration - BI Server – Web Server

33. Administration - BI Server – Database
Database that holds Necto
Information:
• Workboard information, log
files, Necto users

34. Administration - BI Server – Advanced

35. Necto Properties
• Necto
• Windows
• Mixed
• No
• OLAP

36. Necto Security
From Necto 11 SP1 (Oct version) only!
Allows managing data security separate
from the OLAP security
Good for external users
Can be in addition to the current OLAP
security
Accessed through the data security button
In the Control Panel

37. Defining a Necto Security Rule
On the right you have the Necto Security
folders
Right click will open a new Security rule
Chose Security mode -

38. Define data access rights
• Click on + to choose a new
dimension scope
Define data scope, restriction types
(on actions) and users’ application

39. Dimension restrictions
mode
Wizard as outlined before
Customer restriction mode
For MDX based security
Webservice
For uploading MDX based
security from a web service

40. Applications

41. Defining Applications – General & Security
Click to add a new
application
Keeps slicers when
moving between
Workboards
Can override settings
defined in Necto
Administration

42. Defining Applications - Advanced

43. Chart Designer

44. Chart designer – new in SP1
Download a zip package from –
%Necto
Server%/Panorama/chartdesigner/chartdesig
ner.zip
Unzip and it is ready to run…
(chartdesigner.exe)
You Can manage the designs through the
Chart Designer in the Necto Control Panel

45. Chart Designer – First Steps
Connect to Server
Enter the Necto Server
name
Example http://myNecto:4444/
Connect to a view
A way to define the content to work on
Does not actually alter the view
Right click on the chart and select
properties

46. Design Away…

47. Saving and using chart templates
You can save chart templates in public
folders or local folders (like Workboards)
To use a template –
Start a Chart Component
Select to View to connect to
Select the Chart template

48. Chart Design Exercise
Each participant will download the chart
designer
All participants will take the same view
and design a bar chart that would be most
appealing and useful
After 30 minutes they would present their
designs

49. Summary
In this lesson you have learned to use the
Necto control panel to manage:
Users and Roles
Permissions
Workboards
Server Administration
Applications
Chart designer

50. Thank you
Any Questions?