Copying user profiles

You may want to copy a user profile.

Copying a user profile is useful in the following situations:

  • A user changes names and you are setting up an account in the new name.
  • A user moves to another namespace or your organization changes namespaces and you must set up new accounts.
  • You are creating many new similar user accounts.

If you plan to delete the source user in your authentication provider, copy the user account information before you delete it. After you delete the user, the user no longer appears in IBM® Cognos® software and you cannot copy the user's account information.

You can only work with profiles of users who have logged in at least once. When users log on, a date is displayed in the Modified column and the user name changes into a link.

Before you begin

To copy user profiles, you must have write permissions for the namespaces for both the source and target users.

Tip: When you copy a user profile, trusted credentials are not copied.

Procedure

  1. Click Manage > People, and then select Accounts.
  2. Click the namespace that contains the user.
  3. Find the source user whose user profile you want to copy. You can use the Search feature to find a user. For more information, see Finding users, groups, and roles.
  4. Click the More icon more icon next to the user's name and then select more icon Copy user profile.
  5. Select the settings that you want to copy:
    • regional settings and view options
    • all content in the user's My content folder
    • any portal pages that the user may have migrated from a old version of Cognos Business Intelligence.
      Tip: For information about enabling My portal pages, see Configuring appearance.
  6. Specify whether you want the user profile of the source user to be deleted after you finish copying it to other users.
  7. Click Next.
  8. Select one or more target users who you want to receive the copied user profile and then click Add.
    Tip: To select multiple users, hold down the Ctrl key while you click each user's name.
  9. If you want, on the Summary page, change any settings, including the source and target users.
  10. Click Apply.