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Administering Siebel Analytics Web Groups

When you create a Web Group and create a name for the group, Siebel Analytics Web creates a group folder in the Web Catalog. All members of the Web Group have Read permissions to this folder.

To create a Web Group

  1. In Siebel Analytics Web, do one of the following:
    • If you are running Siebel Analytics stand-alone, click the Admin link.
    • If you are using a Siebel Analytics application, choose View > Site Map and access Analytics Administration.
  2. Click the following link:

    Manage Web Groups and Users

  3. Under Existing Web Groups, scroll down and click the following link:

    Create a new Web Group

    The Create Web Group screen appears.

  4. Enter a name for the group in the Group Name text box.

NOTE:  If you leave the Group Name field empty, Siebel Analytics Web cannot create a web group folder.

The name of the Web Group must not match the name of any user who logs in to Siebel Analytics Web. This match is not case sensitive. For example, the user name FOO2 matches the Web Group named foo2 or FoO2. If a user and a Web Group share the same name, the user receives an Invalid Account message when attempting to log on to Siebel Analytics Web.

NOTE:  If the name of a Siebel Analytics Server group (which is set up in the Siebel Analytics Administration Tool) matches the name of a Web Group, members of the Siebel Analytics Server group automatically become members of the Web Group when they log on to Siebel Analytics Web. Their membership ceases when they log off. The name of the user never appears to a Siebel Analytics Web administrator as a member of the Web Group. The user appears only as a member of the Authenticated Users group. If you prefer to use Web Group names that match Siebel Analytics Server group names, but want users to be viewable as members of the group, with persistent group membership, you must explicitly add the users to the Web Group using the Web Security: Groups and Users screen.

  1. (Optional.) Enter a password for the group in the Password text box, and type the password again in the Verify Password text box.

    Users are prompted for the password when they attempt to join the group.

  2. In the Dashboard Name text box, type a name for the dashboard.

    You can assign an existing dashboard to the Web Group or create a new dashboard for the Web Group. Whichever option you choose, all members of the Web Group are granted Read access to the designated, default dashboard. If you do not want to create a dashboard now, you can create one later from the Manage Dashboards screen.

    If you do create a new, empty dashboard, it is created within a new, like-named shared folder. Group members will have Read permission to this folder.

  3. In the Dashboard Builder box, specify the name of the user or group that has permission to change the contents of the dashboard. Separate multiple entries with a comma, for example, user1,salesgroup.
  4. Click Finished.

NOTE:  Siebel Analytics Web automatically gives a newly created Web Group Read permission to the automatically created group folder. For manually created group folders, you should set the permissions to the Group folder for the appropriate groups to Read.

To delete a Web Group

  1. In Siebel Analytics Web, do one of the following:
    • If you are running Siebel Analytics stand-alone, click the Admin link.
    • If you are using a Siebel Analytics application, choose View > Site Map and access Analytics Administration.
  2. Click the following link:

    Manage Web Groups and Users

  3. Under Existing Web Groups, in the Web Groups table, select a group and click Delete.

    The Confirm Group Deletion screen appears.

  4. Click Yes to confirm the delete.
  5. In the Web Security: Groups and Users screen, click Finished.

NOTE:  The procedure for deleting a Web Group does not delete any group definitions in a Siebel Analytics Repository.

To add a user or group to an existing group

  1. In Siebel Analytics Web, do one of the following:
    • If you are running Siebel Analytics stand-alone, click the Admin link.
    • If you are using a Siebel Analytics application, choose View > Site Map and access Analytics Administration.
  2. Click the following link:

    Manage Web Groups and Users

  3. Under Existing Web Groups, in the Web Groups table, select a group.
  4. Click Edit.

    The Edit Web Group screen appears.

  5. In the Group Membership area, click the link Add New Member.

    The Add Member to Group screen appears.

  6. In the Member Name text box, type the name of the user or group to add and click Add Member.

    The Edit Web Group screen appears.

    The Group Membership area now shows the list of the current members of the group.

  7. Click Finished.

To delete a user or group from an existing group

  1. In Siebel Analytics Web, do one of the following:
    • If you are running Siebel Analytics stand-alone, click the Admin link.
    • If you are using a Siebel Analytics application, choose View > Site Map and access Analytics Administration.
  2. Click the following link:

    Manage Web Groups and Users

  3. Under Existing Web Groups, in the Web Groups table, select a group and click Edit.

    The Edit Web Group screen appears.

  4. Under Group Membership, in the Members table, select a member and click Remove.
  5. (Optional.) At the Edit Web Group screen, change the password for the group.
  6. Click Finished.

NOTE:  You cannot delete system-defined Web Groups or the user name Administrator.

To change the password for a group

  1. In Siebel Analytics Web, do one of the following:
    • If you are running Siebel Analytics stand-alone, click the Admin link.
    • If you are using a Siebel Analytics application, choose View > Site Map and access Analytics Administration.
  2. Click the following link:

    Manage Web Groups and Users

  3. Under Existing Web Groups, in the Web Groups table, select a group and click Edit.

    The Edit Web Group screen appears.

    The Password and Verify Password boxes are blank.

  4. Under Group Properties, in the Password box, type the new password.
  5. In the Verify Password box, type the password a second time to verify it.
  6. Click Finished.

To delete a user from Siebel Analytics Web

  1. Under Authenticated Web Users, in the Web User and Group Membership table, select a user and click Delete.

    The Confirm User Deletion screen appears.

  2. Click Yes to confirm the deletion.
  3. In the Web Security: Groups and Users screen, click Finished.

NOTE:  The procedure for deleting a user from Siebel Analytics Web does not delete any user definitions in a Siebel Analytics Repository. If the user logs on again, their Siebel Analytics Web entry is recreated. To completely delete a user, delete the user's folder using the Catalog Manager.

    
Siebel Analytics Web Administration Guide