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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