Cisco Insight Reporter v2.0 User Guide
Account Management
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Account Management

Table Of Contents

Account Management

Introduction

Defining a Role

Defining Account Groups

Defining Visibility Rights

Defining an Account

Defining Capabilities

Defining Personal Profile


Account Management


Revised: December 22, 2010, OL-24156-01

Introduction

This chapter shows how user can set up user accounts, account groups, role, and capabilities.

This chapter contains the following sections:

Defining a Role

Defining Account Groups

Defining Visibility Rights

Defining an Account

Defining Capabilities

Defining Personal Profile

Account Management is a list of functions that allows the set up of user accounts, account groups, their roles and capabilities.

After platform installation, a set of default roles are provided to the users. These default roles are super admin, administrator, manager, and operator. A role is defined at the initial level. User account and account groups can be added, updated, or deleted at any time.

Defining a Role

A role, defined by a name, determines the privileges and the capabilities of an account when operating on the platform.

To access and display the Roles tab, click the Account Management icon on the module launcher. This tab has two panes:

List of Roles—It lists all the predefined roles.

Capabilities—It lists all the functions that a role can perform.

When you select the Roles tab, you see:

Figure 5-1 Defining Roles

After you select each role, the Capabilities pane displays a list of all functions that a role can perform. A filtering option is also available for easy navigation.

To define a role, perform the following steps:


Step 1 Select the New option in the List of Roles pane. A Create Role dialog box appears.

Step 2 Select the Create New option.


Note Choose Duplicate to create a copy of a pre-defined role and continue with Step 4.


Step 3 Enter the Name and Description of the role in the respective fields.

Step 4 Click OK to confirm, or Cancel to return to the previous page.


Note To edit a role, select the Edit option in the List of Roles pane and perform Step 3 and Step 4 as mentioned above.


When you click OK, the list gets updated. This newly created role cannot perform any task unless it is assigned to do so. To assign tasks to a role, perform the following steps:

Step 5 Select the role.

Step 6 Check the tasks available in the Capabilities pane.

Step 7 Click Save to confirm, or click Revert to return to the previous page.


Note You can also delete the role by selecting the Delete option in the List of Roles pane.




Note Super Admin role is read-only and cannot be deleted, changed, or duplicated.


You cannot customize the other predefined roles. However, you can duplicate the role and then customize its capabilities.

Defining Account Groups

Accounts are grouped together to form an account group. An account group identifies all users sharing the same activity or with the same visibility settings, or belonging to the same role, or same customer, and so on.

To access and display the Account Groups tab, click the Account Management icon on the module launcher. This tab has two panes:

List of Account Groups—It lists all the predefined account groups.

Associated Accounts—It lists all the accounts that an account group has.

When you select the Account Groups tab, you see:

Figure 5-2 Defining Account Groups

To define an account group, perform the following steps:


Step 1 Select the New option in the List of Account Groups panel. A Create Account Group dialog box appears.

Step 2 Select the Create New option.


Note Choose Duplicate to create a copy of a pre-defined account group and continue with Step 3.


Step 3 Enter the Name and Description of the group in the respective fields.

Step 4 Check the Report Sharing Allowed check box, if you want to share the reports with the members in the group.

Step 5 Click OK to confirm, or click Cancel to return to the previous page.


Note To edit the account group, select the Edit option in the List of Account Groups pane and perform Step 3, Step 4, and Step 5 as mentioned above.



When you click OK, the list gets updated. This newly created account group has no group members.

To add group members to the group, perform the following steps:


Step 1 Select the group.

Step 2 Select the Manage Group Members option available in the Associated Group pane. A list of available accounts appears in a new dialog box.

Step 3 Select accounts one-by-one and move to the right column by using the arrow button.

Step 4 Click Save to confirm, or click Revert to return to the previous page.



Note You can also delete the group by selecting the Delete option in the List of Account Groups pane.


Defining Visibility Rights

Visibility rights are the permissions associated with an account, account group, or a particular role. The Visibility Rights tab allows you to create a visibility package and define the visibility rights of the user over networks, report templates, subscriber packages, and subscribers.

To access and display the Visibility Rights tab, click the Account Management icon on the module launcher. This tab has two panes:

List of Visibility Rights- It lists all the predefined visibility packages.

Report/Advanced Filters-It lists all the associated filters.

When you select the Visibility Rights tab, you see:

Figure 5-3 Defining Visibility Rights

To define a visibility rights package, perform the following steps:


Step 1 Select the New option in the List of Visibility Rights panel. A Create Visibility Rights dialog box appears.

Step 2 Choose the Create New option.


Note Choose Duplicate to create a copy of a predefined visibility right and continue with Step 4.


Step 3 Enter the Name and Description of the visibility rights package in the respective fields.

Step 4 Select a network from the Network drop-down list.

Step 5 Click OK to confirm, or click Cancel to return to the previous page.


Note To edit the visibility rights package, select the Edit option in the List of Visibility Rights pane and perform Step 3, Step 4, and Step 5 as mentioned above.


When you click OK, the list gets updated. This newly created visibility package does not provide any control over the networks, report template, subscriber packages, and subscribers unless assigned.

To assign visibility rights to a specific visibility package, perform the following steps:

Step 6 Select the Visibility package.

Step 7 Check the report templates in the Report Filter pane to set the visibility of topics.

Step 8 Check the packages in the Advanced Filter pane, to set the visibility of packages and subscriber to set visibility on subscriber.

Step 9 Click OK to confirm, or click Cancel to return to the previous page.


Note You can delete the package by selecting the Delete option in the List of Visibility Rights pane.



Defining an Account

Cisco Insight v2 users are called accounts. Each account is assigned a specific role with a given set of capabilities and visibility rights. The Accounts tab displays a list of accounts which allows you to view the details, capabilities, and visibility rights of the selected account.

To access and display the Accounts tab, click the Account Management icon on the module launcher. This tab has two panes:

List of Accounts—It lists all the predefined accounts.

Account Details—Capabilities, Visibilities

When you click the Accounts tab, you see:

Figure 5-4 Defining Accounts

You can create a new account by clicking the New button, which displays:

Figure 5-5 New Account Creation

To define an account, perform the following steps:


Step 1 Select the New option in the List of Accounts pane. A Create Account dialog box appears.

Step 2 Select the Create New option.


Note Choose Duplicate to create a copy of a predefined account and continue with Step 4.


Step 3 Enter a name.

Step 4 Enter a short description about the account in the Description field.

Step 5 Enter the username which is used for login.

Step 6 Enter the password and reenter it.

Step 7 Enter the valid email ID, telephone number, and location for the user.

Step 8 Select the time zone and locale.

Step 9 Select roles, visibilities, and account groups for the user.

Step 10 Enter the subscriber filter for which the user will have rights to run reports.

Step 11 Click Save to confirm, or click Cancel to discard any changes.

When you click Save, the list gets updated.



Note Each account must have at least one assigned role, account group, and visibility package.


You can edit an account by clicking the Edit button, which displays:

Figure 5-6 Edit Account


Note To edit the account, select the Edit option in the List of Accounts pane and perform Step 3 and Step 4 as mentioned above for new account creation.To delete the account, select the Delete option in the List of Accounts pane.


Defining Capabilities

The Capabilities tab is read-only and is updated with the information from the actual mapping between the capability set and the defined roles.

To access and display the Capabilities tab, click the Account Management icon on the module launcher.

When you click the Capabilities tab, you see:

Figure 5-7 Capability Mapping Across Roles

Defining Personal Profile

The personal profile tab enables you to change user-specific information.

To access and display the Personal Profile tab, click the Account Management icon on the module launcher.

When you click the Personal Profile tab, you see:

Figure 5-8 Personal Profile

In the above screen, you can update personal information such as name, description, password, location, locale, email, telephone number, and time zone. You can also select or unselect the option to receive error emails. Depending upon the change in information, the Save and Revert buttons get enabled.


Tip Password Complexity Requirements:

Length (min 8 Characters)

Use at least 1 numeric

Use at least 1 small letter

Use at least 1 capital letter (Except the first letter)

Use at least one of special character(!@#$&*_) (Except the first letter)