For a user to access data in the Primavera Unifier through OBI, you must set up security in both P6 EPPM and OBI.
To add a new user:
- In Primavera Unifier, 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 window opens. Here you can add, modify, or remove permission settings.
- Click Add. Another Permission Settings window opens.
- Click Add Users/Groups. The Users/Groups window opens.
- Select users and groups you want to add and click Add.
- Click OK to return to the Permission Settings window.
- Do the following to set permissions:
- Select the users and groups in Select Users/Groups (in the upper portion of the window).
- Select the appropriate level of access in Permissions Settings (in the lower portion of the window):
- View: Allows users and groups to open and view the contents in Analytics node. Users with View permission cannot make any changes.
- Modify: Allows users and groups to configure and modify the data required for Analytics. This setting also 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. The View option must be selected for the users with Modify permissions.
- Click OK.
- Click Apply to save changes and keep the window open or click OK to save changes and close the window.
Note: The Permissions tab enables access to permission templates. You can copy a permission template to quickly set up the permissions for a new user or group. You can also save an existing user or group’s permission settings as a new template for later use.