Analytics: Application Developer (Siebel 7.

7)

Module 12: Administering

Siebel Analytics Applications
Module Objectives

 After completing this module you will be able to:

 Use the Catalog Manager to maintain the Analytics Web
Catalog
 Maintain Siebel Analytics security

 Why you need to know:

 The Web Catalog will need to be maintained
 Analytics information needs to be secure and available
only to particular individuals and groups

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Analytics Web Catalog
 The Web Catalog is a file (.webcat) that stores content
created with:
 Siebel Intelligence Dashboards
 Pages
 HTML
 Siebel Answers
 Requests
 Filters
 Siebel Delivers
 iBots
 Devices
 Profiles

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Catalog Manager
 Administrators manage the Web Catalog using the Catalog
Manager
 Catalog Manager is Windows only
 Catalog Manager must be used in the offline mode only
 Administrators use the Catalog Manager for the following
functions:
 Rename
 Delete
 Move
 Copy
 Change Security Properties

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Opening the Catalog Manager
 Open the Catalog Manager by selecting Start > Programs >
Siebel Analytics > Siebel Analytics Catalog Manager

The Web catalog is stored in

C:\SiebelAnalyticsData\Web\Catalog

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Web Catalog Folders

Shared

System

Users

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Shared Folder
 Has content that is shared among Siebel Analytics Web users
 Includes the pre-configured:
 Dashboards
 Requests
 Includes shared filters

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System Folder
 Contains administrative elements of Siebel Analytics Web
 Some of these elements are distributed with the product
 Other elements are set up by the Siebel Analytics Web
administrator
 Example: privileges

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User Folders
 Analytics users have their own folder
 Content is stored in the appropriate subfolder based on type

Each user has

these subfolders

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Analytics Web Security Model
 Based on assigning permissions and privileges to:
 Groups (also known as Web Groups)
 Users
 Contains granularity for Analytics elements
 Subject areas
 Columns
 Dashboards
 Requests

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System-Defined Web Groups

Everyone Group

Authenticated Users Group

Web Administrators

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Everyone
 Default group that all users belong to

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Authenticated Users
 Users are automatically added to this group after the Analytics
Server authenticates them
 Sub-group of the Everyone group

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Web Administrators Group

 Are users with Administrator privileges
 The default member is the Web Administrator configured during
installation
 Only members of this group have access to the Admin view

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Web Administrators Group Continued

 Can perform these security tasks:
 Grant rights to users through groups, by explicit configuration, or
by a combination of the two
 Design the environment based on the users’ wants and needs,
and the organization’s security policies
 Regulate security for each user or group of users
 Set privileges to restrict access to any piece of information,
regardless of grain
 Filter data so that users see only the data rows that relate to their
role in the organization
 Set up multiple business models as multiple data sources to the
users

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Non-System Groups
 Are groups created by the Siebel Analytics Web Administrator
 Contain permissions and privileges that are:
 Explicitly granted
 Inherited from another group
 Pre-configured, non-system groups are included for
organizations that have Siebel Analytics applications

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Create Groups
 Groups are created in the Admin Console in Answers

Group password
is optional

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Permissions and Privileges
 Can be granted to users or Web groups
 Five levels:
 No Access
 Traverse Folder
 Read
 Change/Delete
 Full

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Assign Permissions and Privileges
 Are assigned in the Catalog Manager
 Select Edit > Permissions

Dashboard Add and remove

users or groups

Use drop-down
to assign level
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Web Group Inheritance Rules
 Explicitly denying access takes precedence over any other
permissions or privileges
 If a user or Web Group is a member of another Web Group with
different permissions and privileges, the least restrictive level of
authority will be granted
 Example: One group allows Read access and the other allows
Change access, the least restrictive access is Change

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Web Group Inheritance Example

User 1

Member of Group 1
Member of Group 2

Group 1 Group 2

No Access/Deny: Dashboard A Read: Dashboard D

Member of Group 3 Deny: Dashboard E
Member of Group 4 Member of Group 5

Group 4 Group 5
Group 3
Full: Dashboard C Change: Dashboard D
Read: Dashboard B
Read: Dashboard A Read: Dashboard E

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Summary

 This module showed you how to:

 Use the Catalog Manager to maintain the Analytics Web
Catalog
 Maintain Siebel Analytics security

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Lab
 In the lab you will:
 Create a Web Group, add users, and set permissions

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