To initially setup the Analytics node within Unifier, permissions must be enabled in the Administration mode and User mode
To grant permission for Analytics (Administration Mode Access)
- Go to the Company Workspace tab and switch to Admin mode.
- Click Access Control in the left Navigator.
- On the right pane, select Administration Mode Access > Analytics. The Permission Settings for: Analytics window opens. Here you can add, modify, or remove permission settings.
- Click Add to open a new Permission Settings for: Analytics window.
- Click Add Users/Groups. The Users/Group Picker window opens.
- Select the intended users and/or groups and click Add.
- Click OK to return to the Permission Settings window.
- Select the users or groups in Select Users/Groups, located in the upper portion of the window, and select the appropriate level of access for the user or group in Permissions Settings, located in the lower portion of the window.
View: This option allows users and groups to open and view the contents in Analytics node. Users with View permission cannot make any changes.
Modify: This option allows users and groups to configure and modify the data required for Analytics. This setting includes View permission. Users are also able to set schedule for publishing data, for various areas in Unifier, to the Oracle Business Intelligence (OBI) server.
- Click OK.
- Click Apply to save changes and keep the window open, or click OK to save changes and close the window.
To grant permission for Unifier data in Analytics (User Mode Access)
- Go to the Company Workspace tab and switch to Admin mode.
- Click User Mode Access to expand.
- Click Company Workspace to expand.
- Click Non-navigational Nodes to expand.
- Click Analytics to open the Permission Settings for: Analytics window.
- Click Add to open a new Permission Settings for: Analytics window.
- Click Add Users/Groups. The Users/Group Picker window opens.
- Select the intended users and/or groups and click Add.
- Click OK to return to the Permission Settings window.
- Select the users or groups in Select Users/Groups, located in the upper portion of the window, and select the appropriate level of access for the user or group in Permissions Settings, located in the lower portion of the window.
View All Records: This option allows users and groups to open and view Company level Business process data and all the available project level data in Analytics . Users with View All Records permission cannot make any changes.
View All Company Records: This option allows users and groups to open and view only the Company-level information from the respective level Business Processes that are enabled for Analytics. Users with View All Company Records permission cannot make any changes.
View All Shell Records: This option allows users and groups to open and view all the available/mapped shell level data in Analytics, like Cost, Cashflow etc. Users with View All Shell Records permission cannot make any changes.
Note: For existing users, the first checkbox option (View All Records) is automatically selected, after upgrade.