Users and Groups¶

The Users tab shows the users, user groups and aliases of every loaded BusinessObjects environment and lets you administer them in bulk.

License and permission

The Users tab is shown with the CMS Explorer when your license includes the BusinessObjects client features and at least one BusinessObjects environment is loaded. See Editions and Licensing.
Each action needs its own permission on the environment (MetaMiner Administrator role settings): Add User to Group, Remove User from Group, Enable User, Disable User, Reset user password, Change User License Type, Kill Sessions, Send Email, Modify User Group Assignments, Import Users from Excel, Modify User Aliases, Modify Description, Explore Security, Export, Delete, Save As BIAR Backup. See Permissions Reference.
User activity history needs the environment's audit database to be configured and a license that includes audit data.

How it works¶

The tree has one node per environment. Under it are the user groups with their members, and users with their aliases. The data comes from the last pull; actions you run are written to the BI platform by the MetaMiner Server with the environment's service account.

Column	Shows
Name	User, group or alias name (or display name, see Preferences and Shortcuts)
Created	When the user or group was created
Last Logon	Last logon time of the user
Email	User e-mail address
Sessions	Number of active sessions of the user

Image of the Users tab with the filter pane open, one environment expanded to groups and users

../../images/client/users-tab.png

Filter the tree¶

Open the filter pane with View > Filter Pane (Ctrl+E). Filters combine; Reset all filters clears them.

Filter section	Options
Users / User Groups	Pick users or groups by name; Show groups only, Hide empty groups, Show empty groups only, Show marked group only
Disabled Users	Hide disabled users, Show disabled users only
Invalid Users/User Groups	Hide invalid users/groups, Show invalid users/groups only
User License Type	Show named license only, Show concurrent license only
User Creation Time / Last Logon Time / Recent Updates	Date ranges
Email	Filter by email:
Aliases	Show only users with: an alias type, Strict match, Show disabled
Sessions	Show active user sessions only

To limit the tree to one group, right-click it and choose Show This Group Only. To limit it to one user, right-click and choose Filter Out Other Users. See Filters and Search for the quick search box.

Right-click actions¶

Which actions appear depends on what you select (environment, group, user, alias) and on your permissions.

On a user or group¶

Action	What it does	Permission
Send Email...	Opens Send Email to the Users (Title, From, Send as BCC, Body; Configure from Server fills From from the server e-mail settings). Disabled when no selected user has an e-mail address.	Send Email
Show User(s) Content in New Tab	Opens a CMS Explorer tab with the objects owned by the selected users	-
Filter Out Other Users	Hides every other user (single user)	-
Kill Sessions...	Opens Choose Sessions to Kill; select sessions and click Kill, or Kill All	Kill Sessions
Explore Security	Shows the rights of the selection; see Explore Security	Explore Security
Export to...	Copies users and groups to another environment; see Export to CMS and LCM	Export / Import
Export Users to Excel...	Writes the selection to an Excel file that you can edit and re-import	Disable User
Add to Group(s)... / Remove from Group(s)...	Choose target groups to add the users to or remove them from	Add User to Group / Remove User from Group
Clone User Groups...	Gives the selected users the same group memberships as a template user you pick	Add User to Group and Remove User from Group
View > View Audit History	Audit events for the object	View Audit History
View > View User Activity History	Audit events performed by the user	View User History
View > View Extended Properties	All CMS properties; see Properties	View Extended Properties
Modify > Modify Description...	Set or append a description	Modify Description
Modify > Add Enterprise Alias...	Add an Enterprise alias with Password never expires, User must change password on next login, User can not change password	Modify User Aliases
Modify > Enable User(s) / Disable User(s)	Enable or disable the accounts	Enable User / Disable User
Modify > Reset Password	Reset the Enterprise password of the selected users	Reset user password
Modify > Set to Named User License / Set to Concurrent User License	Change the license type	Change User License Type
Modify > Modify Extended Properties...	Edit CMS properties	Modify Extended Properties
Save as BIAR Backup...	Save the users or groups to a BIAR file	Save As BIAR Backup
Delete...	Delete the users or groups in the BI platform	Delete
Properties... (`Alt`+`Enter`)	General properties, sessions, license type	-

Warning

Delete..., Disable Users and Kill Sessions... act on the live BI platform immediately. There is no undo in MetaMiner; keep a BIAR backup of users and groups.

On an alias¶

Action	Permission
Enable Alias / Disable Alias	Modify User Aliases
Delete... (removes the alias, not the user)	Modify User Aliases

On an environment node¶

Action	What it does
Modify User Group Assignments...	Add or remove many users to or from groups from a CSV file
Import Users from Excel...	Create or update users from an Excel file; see Bulk User Import
Properties...	Environment details

Image of the right-click menu on a user in the Users tab with the Modify submenu open

../../images/client/users-context-menu.png

Modify user group assignments from a CSV file¶

Prepare a CSV or text file, one assignment per line: User Name,User Group Name,Operation (Add or Remove).
assignments.csv
```
Joe,Sales Engineers,Add
Mary,Finance,Remove
Bill,Human Resources,Add
```
Right-click the environment node and choose Modify User Group Assignments.... Read the hint and click OK.
Choose the file. In User Group Assignments, set Separator Character and tick First row is a header if needed.
Review the grid (User Name, UserGroup Name, Add/Remove?, status). Rows marked No user, No group or No user, no group are not valid and are skipped.
Click OK to apply the valid rows.

Image of the User Group Assignments dialog with one invalid row

../../images/client/user-group-assignments.png