Configuring Role-Based Security › How to Configure Role-Based Security › Create User Groups › Define Users in BusinessObjects

Define Users in BusinessObjects

Before users can use the InfoView reporting functionality that is provided with CA Business Intelligence, perform the following tasks:

• You can configure CA SOI to automatically synchronize its users and report users. If you select the synchronization option, users added to CA SOI user groups in the Operations Console are automatically added to BusinessObjects and the SOI Reports group.
• You can manually define users in BusinessObjects for running reports and add them to the SOI Reports group as described in this section if you did not synchronize report users.

When creating report users, consider the following restrictions:

• Do not use the CA SOI administrator user ("samuser" user by default) to run reports.
• Do not use the BusinessObjects administrator user (Administrator by default) to run reports.
• If you configure the automatic addition of CA SOI users for reports, do not create a user in CA SOI with the same name as the BusinessObjects administrator user (Administrator by default). Identical names can cause problems with the BusinessObjects administrator user.

Follow these steps:

1. Perform one of the following tasks to open the BusinessObjects Central Management Console:
   • Enter the following URL in the Address field of your Web browser: http://businessobjects_server_name:port/CmcApp/logon.faces
   • Note: See the CA Business Intelligence section on the Installation Worksheet you completed during CA SOI installation for these values. See the Implementation Guide.
   • Click Start, Programs, BusinessObjects XI 3.1, BusinessObjects Enterprise, BusinessObjects Enterprise Central Management Console.
2. Log on using the BusinessObjects Administrator account.

   The BusinessObjects Central Management Console opens.

3. Click the Users and Groups option in the Organize area.
4. Click User List.
5. Click the New User icon .
6. Enter a user name and password for the user and click Create & Close.

   The user appears in the user list.

7. Double-click the new user entry.

   The Properties page opens.

8. Click Member of and then Join Group.
9. Select SOI Reports in the Available groups area, click the right arrow button to move it to the right side, and click OK.

   The user can now run CA SOI reports.