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Data Mart User Management

Corinne's Note: I've moved content around on the page a bit to try and make a slightly more logical flow.

The Decisions Data Mart is a separate database from the Decisions database. It has an open schema and is available for use with any reporting/BI tool outside of the Decisions application. Imported history is synchronized with the Data Mart so that the latest history is always available for reporting. Users can publish their scenarios to the Data Mart for easy reporting across multiple scenarios as well as history.

Folders and Data Sources are utilized by the Data Mart in order to organize and secure the data. All scenario data that gets published is given a DataSource name by the user who is doing the publishing. It is used to find the specific data that has been added to the Data Mart. Permissions can be given to or removed from folders to allow or prevent specific users from seeing the data contained within the folder. Folders logically contain Data Sources.

The Genesys Decisions Data Mart Data Dictionary provides a concise and detailed description of the database views that are available, and which can be used to generate reports on historical and scenario data. In order to obtain Data Dictionary contact Genesys Decisions Support.

Configuring Data Mart for User Access

Once you are logged in to the Administration application, click the Data Mart button to open the Data Mart User Manager window, or choose Settings > Data Mart from Setting the menu, and perform the following tasks in order:

  • Choose to enable or disable Data Mart Security. Check the Enable Data Mart Security box to enable it; clear the box to disable Data Mart security.
  • Create Data Mart users. and You must set up proper folder permissions if you chose to enable security.

Data Mart Security

Security for the Data Mart can be enabled or disabled by a Data Mart Administrator. Security is disabled by default.

There are three types of folders in Data Mart Hierarchy: Public, Synchronization ( both are accessible to all Data Mart users) and Home folder (private to specific user with Data Mart security enabled). Root folder contains home, public and synchronization folders. The Data Mart root folder contains the following three folders:

  • Public (accessible by all Data Mart users)
  • Synchronization (accessible by all Data Mart users)
  • Home (each user has a folder within the Home folder; each user folder is private and accessible only by that specific user when Data Mart security is enabled)

When Data Mart security is disabled:

  • Every user who has the DataMartUsers role in the Data Mart database can access (view, publish, and delete) the data in the Decisions Data Mart. Corinne's Note: The "view, publish, and delete data" is done from the Planning application only?
  • Only the folders within the Public folders are available. Corinne's Note: In the paragraph above this one, we say that the Synchronization folder is accessible by all Data Mart users. However ... just to double-check ... it is true that only the Public folder (and content within it) is accessible when security is disabled. The Synchronization folder is not accessible?
  • Data Mart Explorer will not be available in the Administration application. Corinne's Note: I realize at this point that I am a bit confused. So, Data Mart Explorer is a different window than the one in which you enable/disable security? It must be, or how would you ever enable security if you can't open it when security is disabled (which is the default setting, according to this content)? Once security is enabled, is there a menu option in the Admin application to open the Data Mart Explorer?

With When Data Mart security is enabled:

  • Users must be added to the Data Mart by an Administrator in order to access the data in Decisions Data Mart. Every user who has the DataMartUsers role in the Data Mart database can access (view, publish, and delete) the data in the Decisions Data Mart. Corinne's Note: I think this should be stated consistently for both scenarios (security enabled and disabled). It works in the same way regardless of the security setting, correct?
  • A Data Mart Administrator can add users to the Data Mart and allow grant them permission to publish to or report from the Data Mart through the Manage Data Mart Interface window.
  • The folders within the Public folders are available. Corinne's Note: And the Synchronization folders?
  • Each user will have a folder within the Home folder, which is private to the specific user. Each user can share their Home folder with other Data Mart users, as needed.
  • The user Home folders can be shared with other Data Mart users.
  • Corinne's Note: Will the Data Mart Explorer be available in the Admin application? We made a point of saying that it's not available if security is disabled, so I guess we should say that it is available in this list?

Data Mart Roles

There are two roles built into the Decisions Data Mart. To access Data Mart, a user must be included in one of the two roles:

  • DataMartAdmins:
    • In order To be a Data Mart Administrator, the SQL user must be assigned you must be a SQL user and the DataMartAdmins database role must be assigned to you.
    • Data Mart Administrators can enable and disable Data Mart Security, add and delete users, and can share and unshare deny access to any folder with for any user.
    • A user that is only If you are a member of only the DataMartAdmins database role, then you do not does not have access to the actual data inside the Data Mart, and you cannot they will not be able to report on the data. A member of the DataMartAdmins database role has access to only those artifacts that are needed to perform administrative tasks.
  • DataMartUsers:
    • In order To be a Data Mart User, you must be a the SQL user and must be assigned the DataMartUsers database role must be assigned to you.
    • Data Mart Users are those users who either need to publish data to the Data Mart from the Genesys Decisions application, or who report on data from the Data Mart.

Corinne's Note: You can assign both roles to a user, if necessary, correct?

Data Mart Users

In order for a user to be able to publish a scenario to the Data Mart, they itgrn_open}}you</span> must have add their account added to the Data Mart. This account is the Windows Login that they use when they access the Decisions application. It is not the user name that they type in on the login screen for the Decisions application. The user account must be the user's Windows login account, rather than any separate account that the user might have to log in to the Decisions application(s).

For users who need to report on the data and will not publish, they need to have their account added as well. You must also add user accounts to the Data Mart for users who report on the data, even if those users do not publish to the database. In this case, the user account that you add to the Data Mart database can be either the users' This could be their Windows login accounts or their SQL login account, it depends depending on how they will be accessing the data in the Data Mart. Corinne's Note: Is this sufficient information? Will users understand in which cases it is okay to use the Windows login accounts and in which they should use the SQL login accounts?

Add a New Data Mart User Account

  1. Open the Manage Data Mart window; either click the Data Mart button at the top of the Administration application window, or select Settings > Data Mart from the menu.
  2. In the text box, enter the new user's user name of the new user, and then click Add.
    You must enter The user name that gets entered should be either the user's a Windows login account or the SQL login account, depending on how the user will need to access the data. Do not enter an AD group name; it will not work.

To Delete a Data Mart User Account

  1. Open the Manage Data Mart window; either click the Data Mart button at the top of the Administration application window, or select Settings > Data Mart from the menu.
  2. Click the red cross X button in front of beside the user’s name.
    All empty folders that belong to that user will be deleted. Corinne's Note: Is the text that I added accurate?
  3. If data has been published to the user's Home folder, you will be prompted to select another user to manage this folder. This is done so that This protects against data is not lost loss when users are deleted.

Data Mart Security

Security for the Data Mart can be enabled or disabled by a Data Mart Administrator. Security is disabled by default.

There are three types of folders in Data Mart Hierarchy: Public, Synchronization ( both are accessible to all Data Mart users) and Home folder (private to specific user with Data Mart security enabled). Root folder contains home, public and synchronization folders.

With Data Mart security disabled:

  • Every user who has the DataMartUsers role in the Data Mart database can access (view, publish, and delete) the data in the Decisions Data Mart
  • Only the Public folders are available.
  • Data Mart Explorer will not be available in Admin application

With Data Mart security enabled:

  • Users must be added to the Data Mart by an Administrator in order to access the data in Decisions Data Mart
  • A Data Mart Administrator can add users to the Data Mart and allow them permission to publish to or report from the Data Mart through the Manage Data Mart Interface.
  • The Public folders are still available
  • Each user will have a folder in the Home folder, this is private to the specific user
  • The user Home folders can be shared with other Data Mart users

Data Mart Users

In order for a user to be able to publish a scenario to the Data Mart, they must have their account added to the Data Mart. This account is the Windows Login that they user when they access the Decisions application. It is not the user name that they type in on the login screen for the Decisions application..

For users who need to report on the data and will not publish, they need to have their account added as well. This could be their Windows Login or their SQL login, it depends on how they will be accessing the data in the Data Mart.

Add a New Data Mart User

  • In the Text Box of "Manage Data Mart" window, enter the username of the new user and then click Add.
  • The user name that gets entered should be either a Windows login or a SQL login depending on how the user will need to access the data, an AD group will not work.

To Delete Data Mart Users

  • Click on red cross button in front of the user’s name.
  • All empty folders will be deleted.
  • If data has been published to the user's home folder you will be prompted to select another user to manage this folder. This is done so that data is not lost when users are deleted.

Data Mart Explorer

Corinne's Note: Is the Data Mart Explorer accessible from the Administration application (even if security is enabled)? If not, I suggest that we delete this content. There is a page in the User Help for the Planning application that describes the Explorer.

Folder Hierarchy:

  • Root folder - Contains home, public and synchronization folders
  • Home folder (Only displays if Security is enabled) - Separate folder under home for each user; scenarios can be published to these folders
  • Public Folder - Every user who has the DataMartUsers role in the Data Mart database can access; scenarios can be published to these folders
  • Synchronization - Contains the historical data and configuration information that has been synchronized from the Decisions database

Share Folder Options:

  • Right click on the user folder in the Data Mart Explorer and select Share Folder
  • Type a name and then click Add, or click the arrow to find someone. (Drop down includes a list of Data Mart Users)
  • Modify permission levels by clicking the down arrow to generate a drop menu with options to Permission Levels

Permission Levels:

  • Report – allows a user to select data from available data sources.
  • Publish/Report – allows a user to Publish data to a Data Source, create/delete/rename or cut/copy a data source in addition to everything in the Report permission
  • Manage/Publish/Report - allows a user to create/delete/rename or cut/copy a Folder in addition to everything in the Publish/Report permission.

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This page was last modified on July 25, 2018, at 17:56.