Configuring users and groups
The User management pages allow the administrator to manage user accounts, user groups, and connection to an Active Directory user repository. If the system security is integrated with an Active Directory system, managing users and groups in the BIRT Analytics Administration application does not change the configuration of the corresponding objects.
A user cannot log in to BIRT Analytics unless the account is assigned to a profile. For information about profiles, see Managing profiles.
BIRT Analytics Administration provides the following user and group configuration pages:
*User management
Create, modify, or delete a user account.
*Group management
Create, modify, or delete a user group.
*User repository
Specify the repository used for user authentication.
Configuring users
The User management page allows the administrator to create, modify, or delete a user account. Clicking Actions provides the following choices:
*Refresh
Choose Refresh to update the list of user accounts. Any changes that another administrator made to the users available are displayed.
*New
Choose New to define a new user. In Create, specify the settings shown in Table 1‑1, as shown in Figure 1‑16.
Table 1‑1 User definition settings
Setting
Purpose and value
Login
Unique user ID.
Password
Password that conforms to password policies specifications.
Name
User name.
Language
Local language settings specified for the BIRT Analytics application environment.
Theme
Presentation theme specified for the user application.
User type
ADMIN or POWER user type.
Expiration date
Whether the user account becomes inactive at a set date and the date on which to deactivate user account.
Active
If selected, the user account is active. If deselected, the user account is inactive although the user configuration remains on the system.
Must change password at next login
Whether the user must change password at the next login.
Email
User e-mail address.
Figure 1‑16 Creating a user
Choose OK. The user appears in the list of users.
*Modify
In the list of users, select a user. Then, click Actions and choose Modify to change the settings specified for the user. In Modify, update any of the settings shown in Table 1‑1.
Choose OK.
*Create as
In the list of users, select a user. Then, click Actions and choose Create as to define a new user account containing the settings specified for the selected user. In Create as, type new values for Login and Name. Then, update any of the other settings shown in Table 1‑1.
Choose OK. The user appears in the list of users.
*Delete
In the list of users, select a user. Then, click Actions and choose Delete to remove the user. In Delete, the settings for the selected user appear.
Choose OK. A prompt appears. Choose Yes to confirm deleting the user.
Configuring groups
The Groups management page allows the administrator to create, modify, or delete a group. This option provides the following choices:
*Refresh
Choose Refresh to update the list of user groups. Any changes that another administrator made to the user groups available are displayed.
*New
Choose New to define a new group. In Create, specify the settings shown in Table 1‑2, as shown in Figure 1‑17.
Table 1‑2 User group definition settings
Setting
Purpose and value
Name
User group name.
Description
Description of group function or purpose.
Users
List of BIRT Analytics users. Select any user in the Users list to add to the group.
Figure 1‑17 Creating a BIRT Analytics user group
The list of users has an Actions button. Clicking the button provides the following commands:
*Refresh
Choose Refresh to update the list of users. Any changes that another administrator made to the set of users are displayed.
*Select all
Choose Select all to select all users in the list.
*Deselect all
Choose Deselect all to remove the selection from all users in the list. Use this command if you need to discard your selections and start over.
Choose OK. The user group appears in the list of user groups.
*Modify
In the list of groups, select a group. Then, click Actions and choose Modify to change the group settings specified for the group. In Modify, select any user in the Users list to add to the group or remove the selection from a user to remove them from the group.
Choose OK. The group appears in the list of user groups.
*Create as
In the list of user groups, select a group. Then, click Actions and choose Create as to define a new user group containing the settings specified for the selected user group. In Create as, type a new value for Name. Then, update any of the other settings shown in Table 1‑2.
Choose OK. The user group appears in the list of user groups.
*Delete
In the list of groups, select a group. Then, click Actions and choose Delete. In Delete, the settings for the selected group appear.
Choose OK. A prompt appears. Choose Yes to confirm deleting the user group.
Configuring the user repository
The user repository defines and controls users and groups. The default user repository is BIRT Analytics built-in repository.
The user repository page enables the administrator to link the users and groups in the BIRT Analytics application to the default repository, to a BIRT iHub repository or to an Active Directory repository.
BIRT Analytics uses the credentials of the logged-in user to verify the connection to the specified repository. If the logged-in user credentials do not authenticate in the repository, BIRT Analytics does not change the user repository. This behavior ensures continued access to the BIRT Analytics applications.
Using the BIRT Analytics repository
As this is the default repository, BIRT Analytics security is already enabled the first time you open the User repository tab. If necessary, re-enable it. You can set the following property:
*Expires in
Selecting Expires makes it possible to limit the number of days that the user password will be valid by entering the desired days in the days field. The password must be reset each time the specified days have passed.
Using a BIRT iHub user repository
To set the user repository to a BIRT iHub volume, set the following properties as shown in Figure 1‑18:
*iHub security enabled
Selecting iHub security enabled indicates that you will be using a BIRT iHub user repository and the following fields must be filled in:
*iHub Server
A URL containing the fully qualified domain name of the machine running BIRT iHub and the port on which the server listens. The default port is 8000.
*Volume
The volume on which to verify the user credentials. This name is case sensitive. The default volume created on BIRT iHub installation is Default Volume.
Figure 1‑18 Configuring the BIRT iHub user repository
Click Actions and choose Save to save the user repository settings.
Map the Administrators profile to the matching user repository group. Choose OK.
You must now map the user profiles to the BIRT iHub groups. Failure to map the profiles prevents any user logins.
Using an Active Directory user repository
To set the user repository to an LDAP server, set the following properties, as shown in Figure 1‑19. BIRT Analytics uses the system settings relating to the LDAP server for all other LDAP configuration values.
*Active Directory server connection path
The protocol and path to the Active Directory server and the port on which the server listens. Use either the network name of the server or the IP address. The protocol is LDAP:. The default port is 389.
*Domain
The network domain of the Active Directory server.
Figure 1‑19 Setting an LDAP server as the user repository
Click Actions and choose Save to save the user repository settings.
Map the Administrators profile to the matching user repository group. Choose OK.
You must now map the user profiles to the LDAP groups. Failure to map the profiles prevents any user logins.
Mapping user profiles to the external user repository
To map user profiles to the external user repository, navigate to the Profiles page. For each profile, select the profile and choose Modify. Then, select a User repository group from the list, as shown in Figure 1‑20.
Figure 1‑20 Selecting a group from the external user repository
Choose OK.
Resetting the user repository settings
Click Actions and choose Refresh to reset the display to the current user repository settings or to see changes that another administrator made to the user repository settings. BIRT Analytics discards unsaved changes and displays the current user repository settings.