Users and Roles - Resource Management

Actions users can perform depend on their roles and permissions. Resources are the basis for user and role management. For each user or group, you assign a set of permissions called 'Role' that allow to perform specific actions on specific resources.

• Resources. A resource is a logical group of one or more application data sets or components (for example Dashboard pages, or Scorecards). Once you define resources, you attach the resource to a permission.

• Instances. An instance is an application data or components that can be managed by a user according to the user's permissions.

  Instances are the available application data or components defined in the system.

  Note Users that are created in the ADMIN tab and require permissions to view reports pages must be assigned those permissions in SAP BusinessObjects Enterprise.

• Scorecard Resources. ITBA enables you assign specific Scorecard resources to a user. Additionally, you can restrict user permissions and only allow then to view Scorecards, Dashboard pages and data that they have been assigned by the Administrator.

The following diagram illustrates the relationship between users, groups, roles, permissions, and resources in the ADMIN tab.

1. Select ADMIN > Users and Roles > Resource Management.
2. In the Resources area, select the type of resource (for example Scorecards) in the tree, and click Create resource to create a new resource.
3. Enter the name of the resource in Resource and a description in Details.
4. Click OK to save your new resource.

1. Select Admin > Users and Roles > Resource Management.
2. Select a resource in the Resources area.
3. In the Instances area of the Resource Details pane click Add instances to open the Manage Instances dialog box. Instances are the available application data or components defined in the system that are attached to resources.
4. Select the instance from the Available Instances list and use the arrows to move the instance to the Selected Instances list.
5. Click OK to save your changes.

Click to refresh the page.

• Resources Pane

  User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

  UI Element	Description
  	Select a resource and click Create resource to open the Create new resource dialog box and create a new resource of that type. After you create the new resource, the Resource Details pane opens. For details, see Resource Details Pane.
  	Delete Resource. Deletes the selected resource. If the resource is the only resource attached to a permission and that permission is attached to any roles, deleting the resource detaches the corresponding permissions from these roles.
  	Refresh. Refreshes the displayed information.
  <Resources Tree>	Contains the resource types and the resources defined for each type. By default, the tree includes the following resource types: Scorecards Pages

• <Right pane>

  User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

  UI Element	Description
  Resource type name	The name of the selected resource type.
  Resource type description	The description of the selected resource type.

• Resource Details Pane

  When you select a resource in the Resources pane, the details appear in this pane.

  

  User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

  UI Element	Description
  Resource type name	The name of the selected resource type. This information is displayed when you set the cursor on one of the resource types in the Resources pane.
  Resource type description	The description of the selected resource type. This information is displayed when you set the cursor on one of the resource types in the Resources pane.
  	Add Instances. Adds instances to the selected resource. Opens the Manage Instances dialog box. Each resource can have one or more assigned application data or component instances. In the Manage Instances dialog box, select a page from the Available Instances list and use the arrows to move the instance to the Selected Instances list. For details, see Manage Instances Dialog Box. These instances are the available pages defined in the system.
  	Remove Instances. Removes the selected instance from the resource.
  Description	The description of the selected resource.
  Resource	The name of the selected resource.
  Edit Details	Edits the selected resource name and description.
  Resource Description	The description of the selected resource.
  Resource Name	The name of the selected resource.
  Instances	List of instances for the selected resource.

This dialog box enables you to attach pages to a resource.

Select the resource and click the button.

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element	Description
	Select an instance from the Available Instances list and use the arrows to move the instance to the Selected Instances list.
Available and Selected Instances	Each resource can have one or more assigned instances.