DWM BI360 How-To: Add a User to Data Warehouse

Summary:

This article details how to add a user to the Data Warehouse.

More Information:

This process should be performed by the BI360 Admin.

To give a user access to the Data Warehouse, follow these steps:

1. Open Data Warehouse Manager:
   • If no users have been added, the user will get notified that users need to be added and the user will automatically be directed to the Users screen.
   • If users have been added, the user trying to access the Data Warehouse needs to have been already assigned to the Data Warehouse. If you have not been assigned to the Data Warehouse but need to get in, users can use the admin login by clicking Setup > Admin Login.
   • The Default password is BI360@dmin and it is recommended to change this password.
2. Once in Data warehouse Manager, click on Administration > Users
3. A list of all users who have been added will appear.
4. Click New in the upper left hand corner, this will open a popup.
5. Search your organization's AD for a user. Users can be searched in different ways. For Example, if the user's name is John Smith-
• john*  will return all users with the name john
• jo*  will return all users whose name contains jo
• jsmith  will return the exact user with the AD name "jsmith"
6. Select the User and click Add. The user will now appear on the screen.
7. Check the box under Warehouse and/or Planning
8. In the bottom half of the screen, the user will automatically be assigned as a Warehouse and/or Planning user. This user has full permissions to the application except to the Administration menus. If the user will be an admin to the application, click the dropdown and change the user to a Warehouse and/or Planning Admin user.

Properties:

BI360