Overview of User Set-up & Security

1. Overview of User Set-up & Security

2. Administrator Functions • Before adding new Users, we first need to • define some User Security Settings • To do this navigate to Templates-Change-Advanced

3. User Security in Template • User Security is set up in the Advanced section of the Template • User Security defines what, if anything, Users are restricted to view in reports • User Security is defined by User Security (compulsory); Secondary User Security (optional); and Group Security (optional).

4. User Security in Template • The User Security settings determine the default Analyze By/Restricted Analyze By fields in the report • The Default Analyze By1 field gives the default field of the Analyze By list when a user has been granted full access • Default Analyze By 2-10 correspond to the default vlaues of the subsequent “Then By” lists • Once a user has restricted access, the Analyze By and Then By fields are controlled by the Restricted Analyze By 1 and Restricted Analyze By 2-10 fields respectively

5. Administrator Functions • Option to add User & Groups

6. User & Group Set-up • Add a new User • Or Create a new Group • In IR Groups are only used to share User Favourites

7. Form to add a New User • Options to: • Restrict a User to a specific IP/ Subnet address • Allow the user to share their Favourites • Set-up default GoTo Page on Login. Options: Favourites, Report Wizard, Advanced Reporting • Add User to a Group

8. Form to add a New User • Specify which Mappings a User is allowed access to • Access Levels: No Access, Full Access or Restricted Access • Restricted access allows for up to 2 Dimensions specified in the Template to be used to restrict access for this user • Access Levels are controlled via 4 drop down options: • User Security restriction • Secondary User Security restriction • Group Security restriction • Full Access

9. User Security in IR All Report Data • User Security is the only option enabled • User access can be restricted by this field only User Security Secondary User Security Group Security

10. User Security in IR All Report Data • User Security & Secondary User Security are enabled • User access can be restricted by either the User Security OR the Secondary User Security User Security Secondary User Security Group Security

11. User Security in IR All Report Data • User Security & Group Security are enabled • User access can be restricted by either the Group Security OR the User Security & Group Security together User Security Group Security Secondary User Security

12. Form to add a New Group • When creating a New Group select which users are linked to the Group • Note: Groups are only used in IR to share Favourites. They are not used to define Group/Bulk security profiles which individual users may then be linked to • By using Interactive Reporting’s inbuilt user security settings, Group Favourites can be shared safely and securely

13. System Settings • Options to set up the User Authentication Method • Integrated System Database • Uses default IR security & the system32.mdb to authenticate user login • Active Directory IR Login Page Prompt • Standard IR Login page but user credentials are checked against Windows Active Directory • Active Directory IIS Directory Security • User is automatically logged on to IR using Windows Active Directory credentials • Underlying Datasource • User login and password is the source database username and password

14. Mapping Tasks / Mapping Preferences • Can over-write User/Group Security settings on a per-mapping basis. • “Use Values from Template” = Yes the mapping uses security values specified in the Template. • “Use Values from Template” = No we can select User, Secondary User and Group Security settings to be used for this Mapping.

15. Mapping Tasks / Security • Mapping Security allows Access Levels defined in the Users & Groups to be over-written. • Changes made on this Security page will update user access levels on the Users & Groups page

16. Security in Reports Summary • The Security features in IR provide multiple benefits for Company security where access to sensitive information needs to be restricted • User Security/Secondary User Security/Group Security restrict the information available to an individual user when generating reports e.g. Sales Rep reports can be limited to a view of only their own sales data • With IR reports can be shared safely and securely with users without any additional work. • A sales report for the company can be generated, saved as a favourite and shared with other users. • If user security is restricted to Sales Rep for example, users accessing the favourite will only see their related sales information.