ARCHIVED: Create a CBI security group in the BIM
On this page:
- Overview
- Access security group management tools in the BIM
- Create a security group
- Submit the security group
Overview
Follow the instructions below to create and submit a new Consolidated Business Intelligence (CBI) security group in the Business Intelligence Manager (BIM) site.
Access security group management tools in the BIM
To access the security group management tools in the Business Intelligence Manager (BIM) site:
- Navigate to https://bim.bi.iu.edu/ and provide the necessary authentication credentials.
- In the pane on the left, under "Manage Options", expand "Security Management" by clicking the plus sign to the left of the folder name.
Note:If the pane on the left is collapsed and you don't see the "Manage Options" heading, click eitheror on the left edge of the page.
- Below "Security Management", click .
The pane on the right will be populated with search criteria for the BIM security groups. In the right pane, click
.Create a security group
Refer to the following information as you fill out the form in the "Create" dialog:
Security group type
Report publishers will need to create two types of security groups in the BIM:
- CBI Consumer Tester: This security group type controls who can access reports in the test environment for a particular business unit.
- CBI Consumer Production: This security group type controls who can access reports in the production environment for a particular business unit.
Select the appropriate type of group from the
drop-down menu, depending on the environment in which you'll deploy your report.Data security group type
If this security group will be used to secure data from the IU Data Warehouse (DSS1PRD) or Enterprise Analysis Services cubes, select
from the drop-down menu. Alternatively, if this group will be used to secure data from other sources (for example, a departmental database), select .Security group technical name
In the "Security Group Technical Name" text box, enter a technical name for your new security group. The technical name is made up of a series of words or abbreviations separated by underscores, such as IN_ADM
.
BL-UITS-EDSS_EBI_CONSUMER_PRD_
for consumer groups and BL-UITS-EBI_CBI_TSTR_PRD_
for tester groups.
Security group name
In the "Security Group Name" text box, enter a brief, descriptive, user-friendly name for your new security group. The group name is made up of whole words that describe the function of the group, such as "IUPUI Upper Administration".
Campus
If you selected
from the drop-down menu, you'll need to select a campus code from the drop-down menu. is often the correct campus code for enterprise data.Subject area
If you selected
from the drop-down menu, you'll need to select a subject area from the drop-down menu. This field will not appear until after you've selected a campus. If you don't see a subject area you expect in the list, and you selected something other than for the campus, try switching the campus value to .Add members to your security group
To add members to your new security group:
- In the text box above the button, enter each user's IU username. To add multiple users, separate their usernames with a comma.
- Click .
- At the bottom of the dialog box, click Note:No users are actually added to the security group until you click.
. You may need to scroll down to see this button.
Users who have not completed the Acceptable Use Agreement cannot be added to BIM security groups.
If you click Acceptable Use Agreement to complete it.
to add users to your group but some of the users you're adding have not completed the Acceptable Use Agreement, you'll see an error message listing those who have not done so. Manually remove these users from the text box before you resubmit your request. Users can go toYou may receive the same error message if the user is an IU affiliate. Before you can add affiliates to any BIM security group, you'll first need to acquire data manager approval for the affiliate to be granted access to University-Internal data. Once you have that approval, fill out the EDSD Support Form and describe the situation.
Students are not eligible to complete the Acceptable Use Agreement. Should you need to add a student to a BIM security group, fill out the EDSD Support Form and describe the necessary change.
Description
In the "Description" text box, enter a lengthier description of your new security group's purpose.
Group owner
The name of the individual creating the security group will appear as "Group Owner". To add the group owner to the new security group, check the box to the right of the group owner's name.
Owner delegate
In the "Owner Delegate" text box, enter the username of someone in your unit who has publishing rights in your Tableau project. To add that user to the security group, check the box to the right of the user's name.
Notes or justification
In the "Notes or Justification" text box, you can enter information about why the group was created or modified (for example, the users added or deleted, the reason for the change, etc.).
Submit the security group
The submit button is labeled differently depending on the data you entered above:
- If you selected from the drop-down menu, click to submit your security group. A workflow is initiated for data manager routing, and the group will be locked until the request is approved or disapproved. Once a data manager has dealt with your request, the editing lock will be removed, and you can use your new security group when publishing a report.
- If you selected from the drop-down menu, click to submit your security group. The group is immediately available for use.
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Last modified on 2021-09-20 15:14:04.