Solver InfoManager User Manual
Contents
1. e Specified by the hint select In which will be selected by default and enter in the text box as shown in the figure below o Alternatively you may leave the text box blank and OSR Reporting will also grant unrestricted access o9 A Home Security Access Management Access Management Data Connection SODS 3 gt System Integration Solver Operational Data Store hd Roles Admenestrator Properties E New at Edit je Delete Bi Members Y Data Access Filters Name Copy Filters Access Managem _ GJ Modules gt Accounts Payable Department 100 Role Depart Accoun Module Module J Dimensions e Click Apply to save the settings Copyright OneStop Reporting Page 22 Company Solver Operations Data Store hd Drag Seids into aree below to oreste filters Module OSR Administration Tool User Guide Setting Access Rights for a module restricted role Another type of Role that you may wish to restrict is based on data in certain modules in the Data Warehouse The next example will explain how to filter by module by setting access rights for the accounts payable AP role e Begin by highlighting the Accounts Payable Role in the left navigation pane of the Access Management window under the Roles selection e Click on the Data Access Filters tab in the Role Properties area O J A Home Security Access Management Access Management System Integratio2. to give fuli access Aappy vershon 30 405 61737 e Select and highlight the department to restrict the role s access i e Dept100 in this example e Click OK to save and close the Lookup window e Department 100 role now has a restriction that only allows users assigned to this role to access data associated with postings done to department 100 A Users MUST be assigned to at least one role before they are able to become a subscriber in the OSR Publisher application Copyright OneStop Reporting Page 25 OSR Administration Tool User Guide Application Management From the Application Management tool administrators are able to grant or deny access to the different applications in OSR Reporting for individual users in their network For each application the proper license should be installed For instructions on installing licenses refer to the nstalling Licenses section This section will explain the interface of the Application Management tool and walkthrough how to add and remove access to different applications within OSR Reporting 1 A B vo Manage your OneStop Reporting deployment Repository Setup S comigure Setup and co the OneStop Repository database License Management install and update Licenses Data Connections Setup connections to your data Security Management Manage security and access rights Application Management Ma age user application assgnments The Applicati
3. Security Management Manage security and access rights Application Management Manage user application assignments e Next select the type of repository to use from the dropdown list o Typically the SQL server database option should be selected in order to centralize any configuration between users of the environment o Ifthe Integrated database is selected it will create a local database on the computer which cannot be shared among users In most cases the administrators should select SQL server database instead of Integrated database The Integrated database is included to give flexibility for the specific need of the organization F amp A Home Repository Setup Repository Setup Type Server Integrated database sl Server database Create new Apply e After selecting the type of repository users need to create a new repository or connect to an existing repository from a prior installation see image on the next page Copyright OneStop Reporting Page 6 OSR Administration Tool User Guide o An existing repository can be found in the dropdown box or manually entered into the text box o Anew repository can be created by clicking the Create New button 1e stop eportin 3 Admir ration Toi amp X A 3 Home Repository Setup Repository Setup Type sqt Server database x Server q Create new Apply e To create a new repository click Cre
4. applications EXCEPT for Report Player In previous versions users were automatically logged on as the Admin user the first time OSR Reporting started However in a deployment scenario the end user has limited access and aa does not know the Admin password When the Auto login with Windows user setting is Js checked first time users will be logged on as their Windows user allowing access to the appropriate application After the initial login OSR Reporting will store the username and re use this setting regardless of the Auto login with Windows user setting For non first time users OSR Reporting will always prompt for a username and password at startup unless they have specified the Reporting application to log me in automatically NOTE Applies ONLY to OSR Report Player Tc a o If the Auto login with Windows user box is checked Player will automatically login with the Windows authentication regardless of first time or non first time users Copyright OneStop Reporting Page 27 OSR Administration Tool User Guide b Always show Excel Ribbon f checked the OneStop Reporting ribbon is always displayed in MS Excel independent of the applications assigned to the user However if the user is not assigned the Player or Designer application the OneStop Reporting ribbon will not display any buttons The middle of the window contains four buttons as described in the table below a ae Adds the highlighted user from the Windows Users lis
5. data access management for all OSR Reporting applications Security Management can be accessed from the Home Page of the Administration Tool Manage your OneStop Reporting deployment Application Management ashi Manage User application assignments Change Admin Password When first installed OSR Reporting has a built in Administrator role and a default password established for the user The built in Administrator has access to EVERYTHING across the OSR Reporting environment and is the only user with access to the Administrator Tool This administrator is unique and remains intact even if another administrator user who has access to all modules and data is created The difference is that only the built in Administrator has rights to access the Administration Tool Since this built in Administrator comes with a default password which is the same across all OSR Reporting installations it should be changed to add greater security to the installation a Default built in Administrator credentials ye e Login Admin case sensitive Copyright OneStop Reporting Page 15 OSR Administration Tool User Guide e Password admin case sensitive Remember the new built in administrator password as this is the only way to gain access to the Administration Tool and all of its functions However if the password is forgotten or lost Solver Technical Support can assist in resetting the password back to the default Change the built i
6. for your Enter License number have a bcense tile Cancel a Ifa license file lic was provided then click I have a license file and locate the license file 4 Click OK to install the license 5 The list of installed licenses will update and the new license will be displayed Managing Licenses After installing the licenses the administrator can view update or delete the license Viewing Viewing the license will display the following e License Number e Expiry Date Copyright OneStop Reporting Page 10 OSR Administration Tool User Guide e Company Licensed to e Number of users under the license To view the license click the dropdown arrow License Management F Install License Install a new License Installed Licenses Update all Licenses OneStop Report Designer OneStop Report Player v OneStop Publisher v OneStop Report Composer Updating Licenses can be updated in one of two ways 1 The first method is to update all licenses installed in the repository by clicking on Update all Licenses and selecting Yes on the pop up window License Management F Install License Install a new License Installed Licenses Update all Licenses OneStop Report Designer op Report Player veStop Publisher neStop Report Composer 2 The second method updates licenses for individual applications see image on next page a Click the dropdown arrow for the application to be updated b C
7. 02 2254 AM Microsoft Enterprise Reporting Microsoft Enterprise Reporting 3 0 40510 0625 gt Be MAS 500 SAGE MAS 500 2 2 40512 1554 Bin Solver Operational Data Store Solver Operational Data Store 2 1 40412 1323 Refresh Advanced E View Changelog install selected Uninstall Selected WB Connected to so h2jcl di sql2008 N 3 Version 3 0 40516 1737 NOTE The figure above is an example of installing the Solver Operational Data Store integration package Copyright OneStop Reporting Page 8 OSR Administration Tool User Guide The buttons near the bottom of the window are explained in the following chart Refreshes the list of downloadable packages and installed packages Allows the installation of a custom integration package E view changelog Displays the changelog Installs the highlighted integration package This is inactive if a package is Install Selected already installed This option can also be used to upgrade an already installed integration package Uninstalls the highlighted integration package This is inactive if a package is not SGP Uninstall Selected installed License Management Managing licenses for different OSR Reporting applications will be covered in this section Note this section assumes that a license key has been provided and the administrator is setting up the OSR Reporting applications for the first time After the initial
8. 7 ONESTOP REPORTING OneStop Reporting Administration Tool User Guide 3 0 Doc Version 1 6 Updated 2011 06 17 Table of Contents IGIEFOCUIC TION cucccesacantcecenecdsncecenecaceits E EE EEA 3 WHO SNOUIG EAC LIS MANUAl sseni RE R SA O EA A 3 What s included in this Manual cccccsssccccescccceescccsuececeeeccsssceseuseessucesseucesseeceeseueeesenseeseuseeseseesaes 3 BO Na ON NO eaa E AEEA A AE EE A EE EE E AA 3 WTS Cel 1p N E A EE 3 OSR Administration Tool Overview is tatie dre tierra bad die aee ada omens 4 LOD ececatbe ceibersaise aatseeserateue E ostee ccloroetacwid E E E AEE E EE sad snncetnd 4 Home Page and Administration Tool Features ccccssccsseccseccseccencceeecesecceueeeuceeeeeeeeseceaeeeseeeseeseees 5 REDOT ON o O E E E A E E EEE E E AEEA EEEE 5 PO UID PAPE A E EEN EEA EEA E IEEE 6 Integration Packages csi ss set ese cass castrate us ere ec a ws eae cm ee ees tae eee ee Se eee 8 installing anihtegration package aan nn on orn 8 License Management sasccacetenatenctacetacataccitenacuscsasaandcee celanmuibeisetsasaleancle ceetensutoeisdiaadelscnidencdeasdsdandsa aotututapuiedasmasunceunes 9 Evel ge Sica E n a ae ene eee ne ee eee 9 Meee He LICENSO S nrs 10 Data COMMC ON ESET tee tuseteetestees 12 pening Up a New Data Connection eicaicescas otnscactacetaeudaaesec cor ceacstamacasesaeutesdeureneeenersuanenenceaseaserenneucaatt 13 Security Management n nsssesessesssrersrsssrsssrororerrerorss
9. ake place once the T gt application or MS Excel is restarted Copyright OneStop Reporting Page 29 OSR Administration Tool User Guide Appendix Glossary Active Directory A special purpose database designed to handle a large number of read and search operations and a significantly smaller number of changes and updates Most often it stores user data and system configuration data Application An application refers to a product within OSR suite This term is used because some of the products are stand alone programs Data Warehouse Report Composer Publisher Administrative Tool whereas others are add ins to already existing programs Solver InfoManager Report Designer Player Assignment Users are assigned access to different applications within OSR Reporting If the user is assigned an application they will be granted access built in Administrator The built in Administrator is automatically installed The initial password is established automatically but administrators should change the password as soon as possible to ensure security The built in Administrator has access to everything across the Reporting environment This is different than an administrator level user who has access to all modules and data Domain A set of computers running Windows operating system that share the same Active Directory ERP Database Also known as enterprise resource planning the ERP database contains information used across the enti
10. assword cee eeRE Database 0D5_ DEMO Cs User and Password is only required if a SQL Authentication was created For Windows T gt Authentication login information is not needed ay If the connection test is unsuccessful consult the organization s IT department for the proper F server and database information After the new connection is created click on OK to close the prompted window The new connection should be displayed in the list of connections and can be modified or deleted using the Change and Delete buttons Data Connections Data Connections Description 50D5 3 Copyright OneStop Reporting Page 14 OSR Administration Tool User Guide A If a connection is modified or deleted in the Administration Tool then it will affect data connections in ALL OSR Reporting applications Security Management OSR Reporting has a robust set of features that allow the administrators of OSR Reporting to establish security settings across the reporting environment These settings enable the assignment of security rights associated with user logins that will grant or restrict access to data and modules based on an individual s area of responsibility their role in the reporting process and other facets of financial and operational information access that should be controlled As opposed to earlier versions of the OSR Reporting applications the Security Management feature in the Administration Tool centralizes
11. ate New and fill in the information for the SQL server o This will create a new database called OSR_ Repository on the specified SQL server The server name will consist of the SQL server name and instance in the standard SQL Server format i e ServerName SQLInstance If a green check mark appears abs next to the server dropdown box then a previously created database has been a ja found However if a red x shows up then either the server name or instance is misspelled the SQL Server cannot be found or the repository database does not exist in the specified SQL Server o When choosing between Windows Authentication and SQL Authentication it is important that the chosen user has rights to create a database When choosing Windows Authentication any user that will be using the OSR Reporting applications will need to have read and write permission for their Active Directory profile against the OSR_Repository database This can be administered via the SQL Server Management Studio o J A Home Repository Setup Repository Setup Type SQL Server database Server 50 h2jcl di sql2008 create new Create OneStop Repository Server so 2jc td 1 sql2008 Authentication SQL Serger Setharticalion Login sa 4 Integration PEI Password Install and updati gy Copyright OneStop Reporting Page 7 OSR Administration Tool User Guide ets It is recommended that the database reside on the same SQL s
12. bers Y Deta Access Filters Name A Edit Members Accounts Payable Acoo Department 100 Rok Depar A The name of the property menu will change to Role_name Properties i e Administrator Properties Accounts Payable Role Properties etc Assigning Active Directory Users Groups to Roles The next step is to assign users to the newly created roles In this step integration to Windows Active Directory comes into play Active Directory users Active Directory groups or the combination of the two can be used when making assignments to the roles Following is an example of assigning an Active Directory user to a role e Click on the name of the role created in the previous step The list is located on the left side of the navigation menu under Roles e Select the Members tab on the right and click on Edit Members see image on next page Copyright OneStop Reporting Page 19 OSR Administration Tool User Guide he top R Sporting Ac P at Home Security Access Management Access Management System Integration Data Connection Company Solver Operational Data Store z SOD Solver Operational Data Store a Roles E New if Edit fg Delete dministrator Prop a Members Y Data Access Filters Z Edit Members Name aecounts Payable Accoun Department 100 Role Depart e This will cause OSR Reporting to activate integration with Windows Active Directory AD and open a new w
13. de GOS SA cette test tie le cc cece tects leectnriocp oe cae uc cits siren lo riot ernment aes aa wea eee 30 Change Log Change Description 5 23 2011 VLO First draft 5 25 2011 v1 1 Repository Setup Added diagrams License Management Added diagrams Appendix Added glossary 1 3 Removed second person references Inserted new section on Data Connection Updated home page screen shots v15 Copyright OneStop Reporting Page 2 OSR Administration Tool User Guide Introduction The OneStop Reporting OSR Administration Tool is the application for users with administrative access to the OSR product suite from OneStop Reporting The Administration Tool can be used to setup and manage the repository database licenses security features and application assignments In previous versions of the OSR product suite administrators were required to configure settings for each application However The Administration Tool centralizes the administrative feature for the Reporting components within the OSR suite including Report Designer Player Composer and Publisher Who should read this manual This manual is designed for OSR administrators who are responsible for tasks such as repository setup license security and application management What s included in this manual This manual is designed to give an in depth understanding of how to use the features of the OSR Administration Tool The manual is divided
14. ement List System Integration Solver Operational Data Store V Use ranges Include empty Module Description Roles Accounts Payable E New af Edit G Delete Accounts Receivable Name Capital Administrator Admin Ac g Currency Currency b Accounts Payble Role Accounts Gl General Ledger Department 100 Role Departme HR Payroll FY Projects Ay Revenues System System Workflow Workflow gs Connected ta so hijcl disqi Versione 3 0 00516 1737 e Hit Apply to store the role settings Setting Access Right for a departmental role The last type of access rights used in the examples is based on data associated with postings to certain departments The role access will be limited to the specific dimension department 100 for all modules e Begin by highlighting the department 100 role in the left navigation pane of the Access Management window under the Roles selection e Click on the Data Access Filters tab in the Role Properties area opm tin F P Gd Home Security Access Management Access Management System Integration Data Connection Company Solver Operational Data Store z SODS3 x Solver Operational Data Store MA Roles Department 100 Role Bicik E New X Edit k Delete 33 md goers 7 Data Access Filters Name A Cop EPS Drag fields into area below to create filters Kecess Managem Modules Dimensions e Expand the dimensi
15. erorerrsrerersreroresrerorsserereresroreeeroroserererrereroserererenrene 15 Change Admin dS SW Old icsse te nedenewerine 15 Change the built in Administrator password scccsecceseceeecceseceucceueccecceucesuceaueesseecsucnseesseeeaeeeaaes 16 PROCESS Managements ant adatadtatedntasdinsihsenhinetoneheaetadies 16 System Integration Data CONNECTION and COMPANY cccseccsscceeeccsecceceeseccsecceuceescesseeaeeeseeeeeees 17 Creatine ama Manor ie RO CS E E ates stacctaces ates utanetencasd assess E 18 Che AUG aN Wh Olle ccsscsacasatanasonasacasasanesoeesnaewecanecnscdonsaeesaessacsecesedee sie caseesacioaaecdeecde EEA 18 OIE PODO 5 accatscacenacsciacaciosacisdnpcaacuantennagaadouadeiadoaabniatoonansadnsadnsodsasasosasodasedatonsnesenevecseaieedecunerenaee 19 Application Management cccccsscccseccseeceeccesccssecsucceuceanecsecseucesusesseesaeeseueesneeeeeseeeseusaeeseeeeeeeeenees 26 WME STC acre eres E E E E E E E E E E A bent neachencAcneamohiandenanencete 27 Granting and Removing Application Access Rights ccccscccssccssecesccesecescceeeececceuceseceaseeseeenseeeaeees 28 Granting Application Access Rights ssesssssressrsnrirserersressrerrsnrsiesesesrrstt snin is edid n Kn KE EEEE s 28 Removing Application Access Rights ccccssccsseccseecsseceececsecceeeceueeesceeeeeeeesaeeeaeeseeesuseaeeaeeaeeeses 29 ADDE E A AE E A A E ee ee 30 Copyright OneStop Reporting Page 1 OSR Administration Tool User Gui
16. erver as the ERP systems a This will reduce the time for reports to execute as the communication delay between the repository and ERP databases are minimized Integration Packages Integration packages include the pre built logic that integrates OSR to the ERP systems and are essential for communication between the SQL server and OSR Reporting applications Installing an integration package Begin by accessing the Integration Packages window by selecting Home Page gt Repository Setup gt Integration Packages from within the OSR Administration Tool 1 A list of available integration packages will be generated 2 Select and highlight the ERP system that is installed in the organizational environment 3 Click Install Selected to finish installing the proper integration packages J X A Home gt Repository Setup gt Integration Packages Integration Packages Name Description Version Status Downloadable Packages ia General OSR Meta Integration Template General OSR Meta Integration Template 1 0 40210 0852 Q Mamut Enterprise Mamut Enterprise 2 1 40412 1319 JM Microsoft Dynamics AX Microsoft Dynamics AX 1 2 2 40524 1527 AM Microsoft Dynamics C5 Microsoft Dynamics C5 3 0 40406 0855 JM Microsoft Dynamics CRM Microsoft Dynamics CRM 2 1 31214 2254 p Microsoft Dynamics GP Microsoft Dynamics GP 2 1 40420 1121 p Microsoft Dynamics NAV Microsoft Dynamics NAV 2 1 40524 1519 AM Microsoft Dynamics SL Microsoft Dynamics SL 2 1 405
17. ge 12 OSR Administration Tool User Guide Manage your OneStop Reporting deployment Repository Setup Setup and configure the OneStop Repository Gatabase F License Management Install and update Licenses a Data Connections Setup connections to your data b Security Management Manage security and access rights Pa Application Management Manage user application assignments B Connected to so hjet dt sqi200s Jerstore 3 0 40531 1750 Setting Up a New Data Connection After entering the Data Connection page administrators will see a drop down list with a list of integration packages previously installed in Repository Setup see the section on Integration Packages for more details and a Setup button to create and manage database connections 99 a Home Data Connections Data Connections System Integration Solver Operational Data Store Ga Setup 1 After clicking on the Setup button click New to add a new connection Data Connections Create new or change existing Data Co Change j Delete Description SODS 3 Copyright OneStop Reporting Page 13 OSR Administration Tool User Guide 2 Enter the information required to create a new connection and click on Test to confirm access to the database A new window will display the result of the test An example is given in the image below Name S0OD5 DEMO Description Demo Database Properties Server ASQOL2008 User Enter usemame P
18. he proper domain is not listed domain information can be found in System Information in Control Panel e Click on the Refresh button to generate the list of users in the specified domain e Highlight the desired user and click on the Add gt gt button to add the user to the Application Assignments list o Repeat until all desired users are added to the Application Assignments list o If the desired user is not included in the generated list you can click on the Advanced button to manually search for the user Copyright OneStop Reporting Page 28 OSR Administration Tool User Guide e From the Application Assignments list application assignments can be created by checking the boxes associated with the proper user and application e Click on Apply to store the settings Removing Application Access Rights Application access rights can be removed in three different ways 1 The first method is to uncheck the boxes in the Application Assignments list associated with the user to remove access to specific applications 2 The second method is to highlight the username in the Application Assignments list and click Remove to remove access for the specific user to all applications 3 The third method is to click Reset in the middle of the Application Management window This will remove all users from all applications Click on Apply to store all settings a If the OSR Reporting application is already in use the new settings will t
19. ights Initially as these steps are performed to create the roles placeholders will be created with a role title the assignment of users and rights will take place in succeeding steps e Open Access Management window by following Home Page gt Security Management gt Access Management e Under Roles clink on the New button poate x Home Secunty Access Management Access Management System Integration Data Connection Company Solver Operational Data Store hd SODS 3 X Solver Operational Data Store hd Role Properties New Access Management Role Edit role name and description Role Name Description Copyright OneStop Reporting Page 18 OSR Administration Tool User Guide e Click OK to create the new role Repeat this process for any other additional roles i e department 100 accounts payable etc e Existing roles can be modified by clicking Edit or erased by clicking Delete ay Click the Apply button anytime to store changes However hitting Apply will take the user 7 back to the home page Role Properties In the Role Properties portion of the interface the built in Administrator can assign members to roles and manage the access level for each role Access Management System Integration Data Connections Company Solver Operational Data Store 50053 Soler Operational Data store T Roles Adrminsirator Properties fit j r r f E New a Edit ji Delete BO Mem
20. ilters tab in the Role Properties area EIF M A Home Security Access Management Access Management System Integration Data Connection Company Soer Operational Data Store soDs3 Soer Operational Data Store v Roles E New af Edit i Delete Drag feids into area betow to create fiters J Modules A Dimensions Copyright OneStop Reporting Page 21 OSR Administration Tool User Guide e NOTE Notice the hints at the bottom of the Data Access Filters tab o Nofilters gives no access o Create filters to limit access o Create a filter as In and to give full access F 4 Home Security Access Management Access Management Data Connection SODS 3 le System Integration Solver Operational Data Store Roles Administrator Properties E New A Edit i Delete SB Members Y Data Access Filters Name Y Copy Filters Access Managem J Modules Demensions gt Accounts Payable Accoun Department 100 Role Depart ok Company Solver Operational Data Store X Drag fields into area below to create fiters No filters gives no access Create filters to limit access e Create a filter as In to give full access e For full access locate and expand the Modules folder in the Access Management window e Drag and drop the Module filter into the blue shaded area underneath the heading Drag fields into area below to create filters
21. indow called Add Users and Groups e Use the following steps to add a user or group to the role Add Users and Groups balba a Add Users and Groups i Select role members from users and groups in Active Directory Domain OSRDEMO Search Criteria amp 81360 User bi360user RIENA LI adadini Aas amp 81360 User 2 bi360user2 amp 81360 User 3 bi360user3 amp 81360 User 4 bi360user4 amp 81360 User 5 bi360user5 amp 81360 User 6 bi360user6 1 Inthe Domain drop down list select the proper domain and hit the Refresh button to generate a list of established users and groups within the specified network Find the user group to assign to the new role in OSR 3 Select the user group name and assign them to the role by clicking Add This will create a list of assigned users at the bottom of the window Repeat this step as necessary 4 Once all users groups are properly assigned click OK to save the assignment a Oo Oo STe The Members button is only available when a group is selected from the list It enables the user to observe the members of a group from the Administration Tool interface e This will associate the Windows Active Directory user group with the Reporting role see image on next page Copyright OneStop Reporting Page 20 OSR Administration Tool User Guide O t j A Home Security Access Management Access Management System Integration Data Connection Company S
22. into the following parts e Overview introduction to the OSR Administration Tool e Administration Tool usage explanation of how to use each function of the OSR Administration Tool such as repository setup license management data connections security management and application management Symbols and conventions This manual uses the following symbols to make specific types of information stand out Symbol The sunlight symbol indicates helpful tips shortcuts and suggestions The warning symbol indicates situations we recommend to be aware of when completing tasks Typically this includes cautions about completing steps in their proper order or important reminders about how other information in OSR may be affected Installation Please consult the OSR installation guide for details on installing the OSR Reporting application package The installation guide can be found at http products onestopreporting com doc html Copyright OneStop Reporting Page 3 OSR Administration Tool User Guide OSR Administration Tool Overview The OSR Administration Tool allows the system administrator to setup install or manage repositories licenses data connections security and application assignments The Administration Tool should be the first application opened prior to any other OSR applications so that all reporting applications are secure and properly configured In previous versions of OSR Reporting administrators were req
23. lick Update and a confirmation window will appear Copyright OneStop Reporting Page 11 OSR Administration Tool User Guide Oe A Home Licenses License Management 7 Install License Install a new License Installed Licenses Update all Licenses OneStop Report Designer a License Number O Expiry Date 12 31 2015 11 59 00 PM Licensed to Solver Inc Users 60 Update Delete OneStop Report Player OneStop Publisher OneStop Report Composer Deleting Licenses are deleted by accessing the license detail via a dropdown arrow By clicking Delete the license will be unregistered from the current repository The license can be installed again by following the license installation process mentioned in the previous section 66 4 License Management 7 Install License Install a new License Installed Licenses Update all Licenses OneStop Report Designer a license Number xs Expiry Date 12 31 2015 11 59 00 PM Licensed to Solver Inc Users 60 Update Delete a OneStop Report Player v OneStop Publisher y OneStop Report Composer Data Connections In previous versions of OSR Reporting applications the administrator managed connections to various ERP systems in each application Although data connection management is still available in each application the Administration Tool offers a data connection setup as well see image on next page Copyright OneStop Reporting Pa
24. n Data Connection Company Solver Operational Data Store SODS3 Solver Operational Data Store Roles D New IB Edit fp Delete Orag elds into area below to create filters e Locate and expand the modules folder in the Access Management window e Under the modules folder locate then drag and drop the module filter into the blue shaded area underneath the heading Drag fields into area below to create filters o The module dimension is added to the filters and users may now specify restrictions through the filter at Home Security Access Management 909 Access Management System Integration Data Connection Company Solver Operational Data Store bd SODS 3 Solver Operational Data Store z Roles Accounts Payble Role Properties E New 2 Edit fe Delete 33 Members Y Data Access Filters Name E Copy Filters l liniemi Admin Ac Drag fields into area below to create filters Accounts Payble Role Accounts Access Managem Department 100 Role Departm 4 Modules J Module J Dimensions e Click on the Lookup Icon to display a Lookup window with the list of options for filters see image on next page e Select the module to restrict the role s access i e AP Purchasing Module e Click OK to save and close the Lookup window Copyright OneStop Reporting Page 23 OSR Administration Tool User Guide 900 a Home Security Access Manag
25. n Administrator password e Access the Security Management function from the home page of the Administration Tool see previous section e Select Change Admin Password from the options Security pn Change Admin Password Change password for the Admin user 4 Access Management Manage roles and data access filters e Insert the old password the new password and confirm the new password in the newly displayed window Change Password Old password New password e Remember to store the password in a secure location Access Management Access Management provides control to keep sensitive data secure while simultaneously allowing the finance team and other employees to gain the insight needed to make informed decisions that ultimately drive timely productive and efficient execution of work across the organization Here are some key concepts and rules regarding Access Management in the Administration Tool before diving into the detailed steps for setup and application Copyright OneStop Reporting Page 16 OSR Administration Tool User Guide e Windows user authentication Active Directory AD must be used for the OSR Reporting Access Management feature o Access Management takes advantage of the Windows login credentials already established in AD to streamline the setup and the application o Specific users and or groups which have already been established within the AD environment can be used e Securi
26. nfigure the repository settings as well as install License Management Allows administrators to install view update and delete licenses for Data Connections Allows administrators to create modify and delete connections to Security Management Allows administrators to change the built in Administrator password 1 update and uninstall the integration packages 2 OSR Reporting applications 3 databases for OSR Reporting applications 4 and manage user access 5 different users on the network Application Management Allows administrators to manage application assignments for This user guide will explain how to setup and administer each of the functions listed above Repository Setup The repository database holds metadata information so that the OSR Reporting applications will have the correct references to the ERP database or OSR Data Warehouse A repository must be setup in Copyright OneStop Reporting Page 5 OSR Administration Tool User Guide order to use any of the OSR Reporting applications If OSR Reporting applications were previously installed the existing repository and connection may be used Setup 1 To setup a repository start the Administration Tool and enter the proper user information 2 From the home page select Repository Setup GY Home Manage your OneStop Reporting deployment License Management Install and update Licenses Data Connections Setup connections to your data
27. olver Operational Data Store hd SODS3 Solver Operational Data Store v Roles Administrator Properties E New A Edit jp Delete 8 Members P Data Access Filter A Edit Members e Repeat this process to assign members to any other roles Setting Access Rights for Roles In this next step security and access restrictions will be established for each role Users associated with each role will inherit the access restrictions hence creating a secure environment across OSR Reporting Steps associated with setting access rights in Reporting are similar to the concept of setting fi ters in Report Designer and Composer However the difference is that different modules and dimensions are filtered dependent on the level of restriction for each role instead of filtering various accounts periods or departments for specific data in a report Following are three different examples of assigning access rights One for an administrative role one for restriction based on module and another based on restricting a role s access to one specific department Setting Access Rights for an administrator role In general an administrator role would be granted full access to all data REMEMBER this is different than the built in Administrator who has access to the Administration Tool e Begin by highlighting the Administrator role in the left navigation pane of the Access Management window under the Roles selection e Click on the Data Access F
28. on Management tool has a similar concept to assigning roles However the roles limit access to data whereas the application management limits access to entire applications from OSR Reporting Unlike assigning users to roles groups of users cannot be granted access to an application Rather individuals must be uniquely granted access Copyright OneStop Reporting Page 26 OSR Administration Tool User Guide Interface oe epo ti g Ady in stratior OC at Home gt Application Management Applications Management Windows Users Application Assignments Domain Network_Name Search Criteria Migrate users from previous version AT Name Description Player Designer Composer Publisher ome 20 60 50 3 Go to License Management Fv Connected to so h2jcldi sql2008 Version 3 0 40516 1737 The interface of the Application Management tool is divided into three main components 1 The left portion of the window is dedicated to generating a user list in the domains available to the administrator From the user list administrators can add specific users to the application assignments list In addition there are two option functions which apply to all users a Auto login with Windows user If checked then a user automatically logs in to the application using the current Windows user instead of the administrative user when starting a Reporting application for the first time NOTE Applies to all OSR Reporting
29. ons folder o The dimensions folder is similar to the General Ledger Actuals Summary or any other folder in which dimensions can be found in Report Designer or Composer e Under the dimensions folder locate and drag and drop the department filter into the blue shaded area underneath the heading Drag fields into area below to create filters see image on next page Copyright OneStop Reporting Page 24 OSR Administration Tool User Guide o The department dimension is added to the filters and may now be restricted through the filter O Rep F Home gt Security Access Management Access Management System Integration Data Connection Company Solver Operational Data Store M sons 3 Y Solver Operational Data Store x Roles Department 100 Role Properties B New Zi Edit je Delete 33 Members F Data Access Filters Name E Copy Filters Accounts Payble Role Accounts Administrator Admin Ac gt Department 100 Role Departme Access M anag em Drag fields into area below to create filters 4 6 Dimensions gt a Account gt al Period gt al Asset gt a Category al Currency A CurrentDate m V Use ranges Include empty Department Description Balante Sheet Administration Finance amp Accounting Sales amp Marketing A Human Aetourtes Purchasing a Tiers gives mo arcers greste filters bo limit access este a filter as In
30. porting applications such as Designer or Composer Company Select the proper company from the generated list The list is based on the system integration package and the database selected in the previous two steps alo Companies are automatically generated based on the integration package For instance a jo OSR Data Warehouse only contains one company However Dynamics GP may contain multiple companies and will generate all companies associated with the database oo Copyright OneStop Reporting Page 17 OSR Administration Tool User Guide Creating and Managing Roles In order to explain security setup for different types of roles three examples will be presented 1 The administrator of the system which is different than the built in Administrator a This administrator is a person allowed to see all data modules and departments i e the CFO or President but is not an administrator of the OSR Reporting system 2 Arole from department 100 who designs and or views reports and budgets in OSR Reporting but should only have the ability to see data associated with their department 100 3 An accounts payable department role who designs and or views reports and budgets in OSR Reporting but should only have the ability to see data associated with accounts payable modules or posting data Creating a New Role The following steps will explain how to create roles to which the administrator will ultimately assign users and assign r
31. re organization MS Dynamics AX GP NAV and SL are all considered to be ERP software Integration Packages Integration packages include the logic to integrate to the ERP system and are required for communication between the SQL server and OSR applications Licenses A unique code that is provided to the user under a software license agreement The key grants access to a limited number of users for the specified OSR application Metadata The metadata in data warehousing defines the elements in the Data Warehouse and how they work together It may contain information ranging from data types and indexes to license keys and integration packages Module A component of the database which is organized by financial modeling such as General Ledger Accounts Payable Accounts Receivable etc Users can define modules via Data Warehouse Reporting Clients The Reporting Client utilizes a network to access a specified server and database Copyright OneStop Reporting Page 30 OSR Administration Tool User Guide Report Publisher An application which allows users to automatically schedule run and distribute reports and other office documents Repository A database that holds metadata information so that the Reporting clients will have references to the organization s ERP database The metadata may contain information on license keys and integration packages Roles Roles are used to manage access to data in the database for various u
32. sers in the Active Directory Subscriber A function in Report Publisher that registers a network location or a user s contact information Then Report Publisher can distribute reports to subscribers Windows User Authentication Confirms the identity of the user trying to access the domain by prompting for a username and password The users must be registered in the Active Directory before they are authorized to access the domain Copyright OneStop Reporting Page 31 OSR Administration Tool User Guide
33. setup license management allows administrators to install additional licenses update current licenses view details of licenses and delete licenses Installing Licenses Prior to the use of any OSR Reporting application the proper license key must be installed through the Administrative Tool and assigned to users Assigning users to applications will be covered in the Application Management section a0 i Remember that licenses are assigned to a specific repository and not the local computer n Follow these steps to install a license 1 Start the Administration Tool and enter the built in Administrator login credentials 2 From the home page select License Management see following page Copyright OneStop Reporting Page 9 OSR Administration Tool User Guide Coin Manage your OneStop Reporting deployment Setup and configure the OneStop Repository database J Repository Setup E License Management Install and update Licenses a Data Connections Setup connections to your data Manage security and access rights D Security Management A Application Management Manage user application assignments ersiort 2010 32 61 EA Cannected to to h2pcl dl sgi2008 3 Select Install License and in the new window enter the license key for the OSR Reporting application to be used OO A tore eens License Management F Install License Install a new License Install License Install a License
34. t to Application Assignments list Allows the administrator to manually search for Windows Users Deletes the current Application Assignments list and creates a blank list 2 The right side of the window displays the list of application assignments for unique users The number of licenses remaining is displayed under each application and updated as the administrator creates application assignments Moreover application assignments from previous versions can be automatically imported by using the Migrate users from previous version Remove Removes the highlighted user from the Application Assignments list Granting and Removing Application Access Rights Granting Application Access Rights PA OneStop Reporti q Administratic F i TA 3 Home gt Application Management 3 i Applications Management Windows Use Application Assignments q Domain soldev intranet solverusa com v Sear a i Migrate users from previous version A Name Description 7 a Player Designer Composer Publisher ASP NET Machine Account ASP Account used for running the A i x eS Remove 2 amp 81360 User 2 bi360user2 amp 81360 User 3 bi360user3 amp 81360 User 4 bi360user4 a BI360 User 5 bi360user5 amp 81360 User 6 bi360user6 e Begin by accessing the Applications Management page from the Home Page e Locate the proper domain in the Windows Users interface dropdown menu o Ift
35. ty is per company and per role o Meaning that if multiple companies are set up in the ERP system then security must be setup for each company independently o Access Management was established this way due to the fact that many ERP users are granted different rights to users in different companies o Therefore access can be segregated based on the company need e Security is set at the company and the role level o Security is not set at the user level o Instead users are associated to roles thus inheriting the rights of the role e The order of security setup is the following o Login to the Administrator Tool and open the Access Management tool o Create roles o Assign users to roles o Assign access rights filters to roles System Integration Data Connection and Company In the upper portion of the Access Management screen users are able to create new roles for a specific ERP database and company by using the drop down list System Integration Select the proper integration package from the drop down list that contains the desired database and company e If the desired integration package is not included in the drop down list it can be installed STO under Repository Setup gt Integration Packages Data Connection Select the proper database from the generated list The list is based on the system integration package selected in the previous step AND previous data connections created through Administration Tool or any other Re
36. uired to configure settings per application However the Administration Tool conveniently centralizes administrative functions into one application Login Anytime the Administration Tool is opened the application will prompt the user for the built in Administrator password For first time users the default login username and password is Admin and admin respectively It is important to note that both the username and password are case sensitive After the initial login follow the steps in Change the built in Administrator password section to create a more secure environment 00 3 Manage your OneStop Reporting deployment Authentication User name Password Pa Application Management Manage user application assignments Copyright OneStop Reporting Page 4 OSR Administration Tool User Guide Home Page and Administration Tool Features With the proper verification users will be on the Home Page of the Administration Tool From this page the user will be able to access all five functions within the Administration Tool 99 Manage your OneStop Reporting deployment Repository Setup Setup and configure the OneStop Repository database License Management Install and update Licenses Data Connections Setup connections to your data Security Management Manage security and access nights Application Management Manage user application assignments Repository Setup Allows administrators to co
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