Granting User Access to KPIs

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About this task

You can control access to KPIs in Optimize. The Data-Level Security panel on the Edit Role page enables you to specify access parameters for users and groups by role.

Granting a role access to a KPI allows anyone in that role to view KPI data in Optimize. If a user or group belongs to more than one role, the user or group will have access to the KPI data as long as access is granted to at least one of the roles.

After a role is created, access must be assigned. By default, roles do not have access to KPIs. For users and groups to view KPI data, data-level security must be enabled. If data-level security has been enabled, users must be assigned access to view KPIs. For instructions for enabling data-level security, see Enabling Data-Level Security.

To open the data level security tab for KPIs

Procedure

  1. In My webMethods: Navigate > Applications > Administration > User Administration > Roles.

    Optimize displays the Roles page containing a list of roles. You can add new roles and edit or delete existing roles from this page. For information about adding, editing, and deleting roles, see Working with IBM My webMethods.

  2. Do one of the following:
    • Enter the name of the role into the Search Keyword field and click Go.
    • Leave the Search Keyword field blank and click Go.
  3. Click the ROLE NAME, or click the Edit button (Edit icon) to the right of the role name.

    Optimize displays the Edit Role page for the role.

  4. In the Data Level Security tab, click KPI.

    Optimize displays the KPI page for data level security, which contains a list of all accessible KPIs.

  5. Perform any of the actions that are listed below.
    The following table describes the actions that you can perform from the KPI page for data level security.
    To Do this
    Grant access to a KPI Click Add KPI and continue to Granting Access to KPIs below.
    Remove a KPI from the list Select the KPI and then click Delete.
    Export the list of attributes to a comma-delimited text file Click Export Table. For more information about exporting table data, see Administering IBM My webMethods Server.

Granting Access to KPIs

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About this task

When granting access to a KPI, you grant access to a role. Users assigned to that role are subsequently granted access. You grant access to a role from the Edit Role page.

To grant access to KPI

Procedure

  1. On the Data Level Security tab, click KPI.
  2. Click the Add KPI button. Optimize displays the Add KPI Privileges page.
  3. Do one of the following:
    • Type the name of the KPI into the Search Keyword field and click Go.
    • Leave the Search Keyword field blank and click Go.
  4. Select the check box next to the KPI for which you want to grant access, and then click Select at the top of the KPI tab. Optimize displays the Edit Role page with the KPI displayed at the bottom of the Data Level Security tab.
  5. To specify one or more instances for a KPI, click the Edit button (Edit) beside the name of the KPI. Optimize displays the Edit KPI Privileges page, which contains the KPI Instances tab. To display a list of KPI instances available for the KPI, select the Restricted By KPI Instances check box in the KPI Instances tab.
  6. Select the check box next to the KPI instances for which you want to grant access, and then click Select.
    Important: If no KPI instances are selected in the list, then the role can access all instances for the KPI.