Installation and Administration Guide
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Installation and Administration Guide Version 9.12 October 2016 This document applies to MashZone NextGen Version 9.12 and to all subsequent releases. Specifications contained herein are subject to change and these changes will be reported in subsequent release notes or new editions. Copyright © 2006-2016 Software AG, Darmstadt, Germany and/or Software AG USA Inc., Reston, VA, USA, and/or its subsidiaries and/or its affiliates and/or their licensors. The name Software AG and all Software AG product names are either trademarks or registered trademarks of Software AG and/or Software AG USA Inc. and/or its subsidiaries and/or its affiliates and/or their licensors. Other company and product names mentioned herein may be trademarks of their respective owners. Detailed information on trademarks and patents owned by Software AG and/or its subsidiaries is located at hp://softwareag.com/licenses. Use of this software is subject to adherence to Software AG's licensing conditions and terms. These terms are part of the product documentation, located at hp://softwareag.com/licenses and/or in the root installation directory of the licensed product(s). This software may include portions of third-party products. For third-party copyright notices, license terms, additional rights or restrictions, please refer to "License Texts, Copyright Notices and Disclaimers of Third Party Products". For certain specific third-party license restrictions, please refer to section E of the Legal Notices available under "License Terms and Conditions for Use of Software AG Products / Copyright and Trademark Notices of Software AG Products". These documents are part of the product documentation, located at hp://softwareag.com/licenses and/or in the root installation directory of the licensed product(s). Document ID: PR-IA-42-20161018 M Table of Contents Table of Contents Preface.............................................................................................................................................. 9 Business Analytics Administration..............................................................................................11 Getting Started with the Business Analytics Server..................................................................13 Additional Business Analytics System and Software Requirements........................................ 15 Additional Recommendations for Business Analytics....................................................... 15 Recommendations for Business Analytics Add-On for SharePoint (P4S).........................16 Recommendations for the Business Analytics Add-On for Excel......................................17 Recommendations for the Business Analytics Add-On for Portals................................... 17 Requirements for Optional Views......................................................................................17 Business Analytics Mobile Device Compatibility...............................................................17 What is Installed with Business Analytics................................................................................ 18 Business Analytics Installation Folders............................................................................. 18 Start and Stop the Business Analytics Server......................................................................... 19 Start the Business Analytics Server..................................................................................19 Startup Account for the Business Analytics Server With Business Analytics Add-On for SharePoint......................................................................................................................... 20 Stop the Business Analytics Server..................................................................................20 Startup Considerations............................................................................................................. 21 Manage Licenses for Business Analytics, Universal Messaging and BigMemory....................21 Move the Business Analytics repository to a robust database solution....................................23 Troubleshooting Connections to the Business Analytics Repository.................................23 Move Business Analytics repository to Microsoft SQL Server.......................................... 24 Move the Business Analytics repository to MySQL.......................................................... 27 Move the Business Analytics repository to Oracle............................................................30 Move the Business Analytics repository to PostGres....................................................... 34 Integrate Your LDAP Directory with Business Analytics...........................................................38 Defining LDAP Connection Configuration......................................................................... 40 Defining the Authentication Scheme.................................................................................40 Defining the Authorization Scheme...................................................................................42 Enabling Business Analytics Application Queries for All LDAP Users or Groups for Permissions....................................................................................................................... 44 Use the Default Business Analytics User Repository...............................................................45 Manage Users................................................................................................................... 46 Create Users.............................................................................................................. 46 Edit, Grant Permissions and other User Management Tasks.................................... 47 Manage User Groups........................................................................................................47 Automatically Assign New Users to Groups..................................................................... 48 What’s Next.............................................................................................................................. 49 Business Analytics Security.........................................................................................................51 Installation and Administration Guide Version 9.12 3 M Table of Contents Change technical user password............................................................................................. 53 Authentication and Guest Access............................................................................................ 54 User Authentication........................................................................................................... 55 Valid Credentials................................................................................................................55 Sessions and Timeouts.....................................................................................................56 Enabling Guest Access..................................................................................................... 56 Default User Accounts..............................................................................................................56 Authentication with Single Sign-On Solutions.......................................................................... 57 Configuration for Agent-Based SSO Solutions................................................................. 58 Configuration for the CAS SSO Solution.......................................................................... 61 Implementing a Custom SSO Filter.................................................................................. 64 SSO integration in My webMethods..................................................................................64 Authentication with Digital Certificates/SSL..............................................................................65 Configure the Business Analytics REST API to Use Certificate Authentication................ 66 Configure Alternate User ID Extraction.............................................................................68 Configure Dynamic User Support..................................................................................... 68 Configure Additional Certificate Validation........................................................................ 69 Authorization Policies and Permissions................................................................................... 70 Grant User Access to Business Analytics with Built-in Groups.........................................72 Built-In Business Analytics User Groups and Permissions...................................................... 73 Access Policies Using Business Analytics Built-In Groups...............................................73 Artifact Permissions for Users with Run Permissions.......................................................74 Automatically Grant Run Permissions to Users and Groups................................................... 75 Set View Permissions with a Search Filter.............................................................................. 76 Enable or Disable Authorization...............................................................................................76 Business Analytics Server Configuration...................................................................................79 Memory Configuration for the Business Analytics Server........................................................81