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Managing the MicroStrategy environment

MicroStrategy Developer

This page describes the MicroStrategy environment, and introduces MicroStrategy Developer, a web-based application that you can use to perform management activities. Other pages in this document discuss using MicroStrategy Developer to customize or create metrics or attributes. This page describes key administrative tasks you can perform using MicroStrategy Developer. For more information, or for information about other administrative tasks, see the MicroStrategy Documentation.

The figure MicroStrategy Developer shows the MicroStrategy Developer Welcome screen, which summarizes the most popular tasks that administrators perform with this tool.

Managing Folders

Setting Folder Permissions Within Developer

MicroStrategy software uses a hierarchy of folders to organize repository documents. You control access to these folders, and to specific items within them, by setting permissions. Subfolders of the CX Insights root folder house report and documentation subfolders. To set security permissions for an object or folder, right click and choose Properties, as shown in the figure Setting Folder Permissions Within Developer.

A MicroStrategy installation deploys many default folders that are not used by all GCXI report users. As the MicroStrategy administrator, you can optionally hide these folders to avoid confusion. To hide folders from select groups of users, apply no-access levels to those groups within the security profile of the folder’s properties.

For additional information, refer to the Setting Access at the object level section of the Genesys CX Insights Deployment Guide.


Managing Connections

The Genesys CX Insights installation routine copies a database connection object when it imports the CX Insights Project into the MicroStrategy repository. Genesys recommends that you modify this connection connection so that it links the CX Insights Project with your data source (your Info Mart database). Refer to the Post-Installation steps section of the Genesys CX Insights Deployment Guide for step-by-step instructions on how to link the CX Insights Project to your Data Mart.

Managing the CX Insights Project

You control which users have write access to the CX Insights Project by setting user permissions appropriately in MicroStrategy Developer. Extend this permission only to those users who need it; editing the project can affect report results for all who receive them. See the reports descriptions for information about which metrics of the CX Insights Project are directly used in the Genesys CX Insights reports.

Managing Users, Groups, and Privileges

To control what objects in the MicroStrategy repository are available to other users in your contact center, set up MicroStrategy accounts for users who will access the system, and assign the users to groups, which causes the users to inherit privileges from the groups. Assign users using either of the following methods:

  • Assign users to the predefined CX Insights user groups using the predefined access levels.
  • Assign users to groups that you create with custom permissions.

For instructions on how to assign users in a MicroStrategy environment, refer to the MicroStrategy System Administration Guide.

Video: Changing your own password

This video describes how to change your own password, if your permissions allow it.

Video: Managing users

This video describes how to manage users, including how to:

  • create users
  • delete users
  • change users' passwords
  • change users' permissions

Predefined user groups in GCXI release 9.0.010 and later

Predefined User Groups in release 9.0.010 and later

The following table lists predefined user groups in release 9.0.010 and later, and the privileges associated with each one. For earlier releases, see Predefined user groups in GCXI release 9.0.009 and earlier, below.

If you require permissions different from those assigned to the predefined groups, Genesys recommends that you avoid modifying privileges for the predefined user groups, because these user groups are overwritten during upgrades. Instead, create custom groups by duplicating the user group you wish to modify, and edit the duplicate group.

Groups in GCXI release 9.0.010 and later Summary
Groups of the type 'CX Insights' — members of these group can work within the Genesys CX Insights project only, and cannot access other projects:
CX Insights dynamic access restrictions > CX Insights Editors and CX Insights Viewers
  • CX Insights Editors — Members of this groups can edit or view objects in the Genesys CX Insights project.
  • CX Insights Viewers — Members of this groups can view objects in the Genesys CX Insights project.
CX Insights static access restrictions > CX Insights Developers, CX Insights Editors, and CX Insights Viewers
  • CX Insights Developers — Members of this groups can create, edit, or view objects in the Genesys CX Insights project.
  • CX Insights Editors — Members of this groups can edit or view objects in the Genesys CX Insights project.
  • CX Insights Viewers — Members of this groups can view objects in the Genesys CX Insights project.
CX Insights User Administrators Members of this group can manage users in the Genesys CX Insights project.
Groups of the type 'iWD' — members of these group can work within the iWD project only, and cannot access other projects:
iWD Developers Members of this group can create, edit, and view objects in the CX Insights for iWD project.
iWD Editors Members of this group can edit and view objects in the CX Insights for iWD project.
iWD User Administrators Members of this group can manage users in the CX Insights for iWD project.
iWD Viewers Members of this group can view objects in the CX Insights for iWD project.
Groups of the type 'General'. Members of this group can work in any project:
General Developers Members of this group can create, edit, and view objects in any project.
General Editors Members of this group can edit and view objects in any project.
General User Administrators Members of this group can manage users in any project.
General Viewers Members of this group can view objects in any project.
CX Insights User Administrators
Other groups
Everyone The Everyone group provides a way for you to easily apply privileges, security role memberships, or permissions to all users. All users are automatically members of this group.
MicroStrategy Groups Built-in groups that are included in all MicroStrategy deployments.

Predefined user groups in GCXI release 9.0.009 and earlier

Predefined User Groups in GCXI release 9.0.009 and earlier

The following table lists predefined user groups, and the privileges associated with each one in release 9.0.009 and earlier. For later releases, see Predefined user groups in GCXI release 9.0.010 and later, above.

If you require permissions different from those assigned to the predefined groups, Genesys recommends that you avoid modifying privileges for the predefined user groups, because these user groups are overwritten during upgrades. Instead, create custom groups by duplicating the user group you wish to modify, and edit the duplicated group.

Groups in GCXI release 9.0.009 and earlier Summary
CX Insights access restrictions CX Insights access restrictions users can see only certain data. Users within this group have their access to data restricted based on geography, line of business, or organizational role. Because this group is a child of the "CX Insights access restrictions" group, users in this group inherit combined capabilities and restrictions from both groups.
CX Insights custom access restrictions CX Insights custom access restrictions users can see only certain data. Similar to the group CX Insights custom access restrictions, with the added capability to block access to specific data, such as system objects.
CX Insights report developers CX Insights report developers can create reports in Web Intelligence from scratch, delete them, and edit and view their underlying SQL. Report developers can also schedule reports for later running and distribution and save them in other formats, such as PDF and Microsoft Office Excel.
CX Insights report editors CX Insights report editors can modify existing reports and copy them in order to create new reports. However, they cannot create new reports within the CX Insights Project in any other manner. Report editors can also schedule reports and save results in other formats.
CX Insights report viewers CX Insights report viewers can specify values at the user prompts when they run the reports, view report results, and modify reports—however they cannot save the modifications. Report viewers can also schedule reports and save results in different formats.
Everyone The Everyone group provides a way for you to easily apply privileges, security role memberships, or permissions to all users. All users are automatically members of this group.
MicroStrategy Groups Built-in groups that are included in all MicroStrategy deployments.

Changing your own password

1

Use the following steps to change your password. Not all users are permitted to change their password; contact your administrator to find out if the functionality described on this page is available for your use.

Important
If you have forgotten your password, or otherwise cannot log in in, contact your administrator / next level of support.
  1. Log in to MicroStrategy Web.
  2. On the menu bar, click your user name, and click Preferences.
  3. Click Change Password.
  4. In the Old Password field, type your current password.
  5. In the New Password field, type your new password, and re-type it in the New Password Verification field.
  6. Click Change Password.

Changing another user's password

1

Use the following steps to change a password for another user (for example when they have forgotten their password) or to otherwise manage an existing user account.

To edit another user's account, you must log in as a member of a group that has the Create And Edit Users And Groups privilege.

  1. In your web browser, open the MicroStrategy Web Administrator page:
    http://<hostname>:<port>/MicroStrategy/servlet/mstrServerAdmin
  2. On the page that appears, select your server.
  3. On the MicroStrategy Web Administrator login screen, enter your user name and current password, and click Login. The Tools page opens.
  4. Click User Manager.
  5. Click a group of which the user is a member. A list appears, showing all the users in that group.
  6. Right-click the user's name, and in the menu, click Edit.
  7. In the Password field, enter the new password, and enter it again in the Confirm Password field.
  8. Select User must change password at next login, and make any other changes if required.
  9. Click OK.


Creating a new user

1

Use the following steps to create a new user account.

To edit another user's account, you must log in as a member of a group that has the Create And Edit Users And Groups privilege.

  1. In your web browser, open the MicroStrategy Web Administrator page:
    http://<hostname>:<port>/MicroStrategy/servlet/mstrServerAdmin
  2. On the page that appears, select your server.
  3. On the MicroStrategy Web Administrator login screen, enter your user name and current password, and click Login. The Tools page opens.
  4. Click User Manager.
  5. On the menu, click Create New User.
  6. Specify user information as appropriate, on each tab in the editor. If you need more information about any field, see the MicroStrategy Web Administrator Help. Be sure to:
    1. Include a Login Name, Full Name, Password, Confirm Password and other selections in accordance with your password policies (on the General tab).
    2. Assign at least one Group (on the Groups tab). By default, all users are also members of the group Everyone.
  7. Click OK.
  8. To verify that the user was created, open one of the groups to which you added the user (or open the group Everyone).

Deleting a user

1

Use the following steps to delete a user account.

To edit another user's account, you must log in as a member of a group that has the Create And Edit Users And Groups privilege.

  1. In your web browser, open the MicroStrategy Web Administrator page:
    http://<hostname>:<port>/MicroStrategy/servlet/mstrServerAdmin
  2. On the page that appears, select your server.
  3. On the MicroStrategy Web Administrator login screen, enter your user name and current password, and click Login. The Tools page opens.
  4. Click User Manager.
  5. Open a group of which the user is a member, for example Everyone.
  6. Hover over the user you plan to delete, and click Delete.
  7. Click OK.

For more information, see the MicroStrategy System Administration Guide.

This page was last modified on April 24, 2019, at 07:59.

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