Contents

• Concepts overview
  • User and Permission Management
    • Concept of permissions
      • Heredity of permissions
    • Levels of Permission Management
      • User Management
      • Repository Permission Management
      • Project Permission Management
      • OLAP Permission Management
      • Report Catalog Permission Management
      • Dashboard Catalog Permission Management
    • Security settings
  • Authentication systems
  • Structure of Infor BI Repository Administration
    • Tree
      • Repository Registrations
      • General Settings
    • Configurations
    • Dependencies between configurations
    • Logging
    • Infor BI Application Studio WebServices
  • Logging on to a repository
  • History data
  • Data transfer
  • Restrictions for text input
• Program settings
  • Program settings overview
    • Language
    • Options
• Repositories
  • Repositories overview
    • Administering databases and registrations
      • Repository registrations and databases
        • Registering a Microsoft SQL repository database
        • Registering an Oracle repository database
        • Registering a PostgreSQL repository database
        • Creating and registering a Microsoft SQL repository database
        • Creating and registering an Oracle repository database
        • Creating and registering a PostgreSQL repository database
        • Connecting to a repository database
        • Editing repository registrations
          • Database connection for SQL Server
            • Connection tab
            • Schema tab
            • Options tab
          • Connection Settings for Oracle
            • Connection tab
            • Schema tab
            • Options tab
          • Database connection for PostgreSQL
            • Connection tab
            • Schema tab
            • Options tab
        • Deleting repository registrations
      • Exporting, importing, and, copying registrations and repository data
        • Importing and exporting registrations
        • Exporting repository data
        • Importing repository data
        • Copying repository data
      • Organizing database objects
        • Administering pending operations
        • Rearranging child objects
      • Repository Properties
      • Resetting User Management link
      • Managing database interfaces
      • Limitations on mixing Repository schema versions
      • Manage History Data
        • Specifying database object types for the history
        • Deleting history data up to a specified date
      • Auditing
        • Audit events in Repository
        • Audit events in Financial Consolidation
      • Advanced Cleaning
        • Checking in pending operations on database objects
        • Deleting user and group accounts (User Management)
        • Deleting obsolete users and groups
        • Deleting database objects of users and groups
        • Reviewing the log of the performed actions
      • Checking for BI Services compatibility
        • Repository content check list for BI Services compatibility
        • Predefined permissions, roles, users, and groups
          • General migration rules
          • Protection of built-in objects
          • Permission changes
          • Repository Roles
          • Application Roles
          • Groups
          • Users
      • Displaying database information
      • Updating the database
      • Deleting a repository
    • Repository Permission Management
      • Working with the Repository Permission Management
        • Users and groups
          • Assigning or removing repository roles
          • Properties of users and groups
          • Overview of the Repository permissions of a user or a group
          • Filtering the view
        • Roles
          • Creating, editing, and deleting repository roles
          • Assigning or removing users and groups
          • Assigning or removing repository permissions
          • Restricting the permissions of a role to certain applications
          • Filtering the view
        • Permissions
        • Overview of the repository permissions of all users and groups
      • Repository permissions and predefined roles overview
        • Repository permissions
        • Predefined repository roles
• User Management
  • User Management overview
    • User Management settings and data transfer
      • Administering authentication systems
        • Activating and configuring Windows authentication
        • Activating and configuring LDAP authentication
        • Activating and configuring OA Framework authentication
        • Activating and configuring Infor CPM Applications authentication
        • Activating and configuring Infor Federation Services authentication
        • Activating and configuring Infor SOP authentication
      • Managing Global Security Policy
      • User Management settings
        • Changing name and description of the User Management
        • Changing the User Management link
        • Validity of tickets
      • Exporting, importing, copying User Management data
        • Exporting User Management data
        • Importing User Management data
        • Copying User Management data
    • User Management
      • Working with the User Management
        • Users, Users and Groups
          • Creating and deleting Basic Users
          • Editing properties of users and groups
          • Overview of the user security settings
          • Assigning or removing Basic Groups
          • Assigning or removing User Management roles
          • Filtering the view
        • Basic Groups
          • Creating and deleting groups
          • Properties of groups
          • Assigning or removing users and groups
          • Assigning or removing User Management roles
          • Filtering the view
        • User Management Roles
          • Assigning or removing users and groups
      • Working with users and groups from external authentication system providers
        • Registering users and groups
        • Searching for users and groups
        • Synchronizing registered users and groups with the authentication system
        • Creating and assigning Repository roles automatically
      • User Management permissions, predefined roles, groups and users (overview)
        • User Management permissions
        • Predefined User Management roles
        • Predefined Basic Users
        • Predefined Basic Groups
• Projects
  • Projects overview
    • Administering projects
      • Creating projects
      • Editing projects
      • Deleting projects
      • Exporting, importing, copying project data
        • Exporting a project
        • Importing a project
        • Copying a project
        • Exporting all projects
        • Importing and replacing projects
        • Copying and replacing all projects
      • Repository application component export for a BI Services environment
        • Repository application component content
        • Project and models
        • Application Roles
        • Exporting a Repository application component for a BI Services environment
      • Importing a Repository application component package in an on-premise installation
      • Importing a Repository application component package in a BI Services environment
      • Text elements
        • Languages tab
          • Toolbar
          • Default language
          • Setting the default language
        • Text Elements tab
          • Toolbar
          • Table of text elements
          • Text element types
          • Adding, editing, and removing shared text elements
          • Exporting text elements
          • Importing text elements
          • Changing the view
      • Shared images
        • Importing shared images from a file
        • Exporting shared images to a file
      • Web extensions
        • Importing web extensions
        • Exporting web extensions
      • Configuration values
      • Attachments
        • Properties
        • Importing attachments
        • Exporting attachments
    • Project Permission Management
      • Working with the Project Permission Management
        • Users and Groups tab
          • Assigning or removing project roles
          • Properties of users and groups
          • Overview of the project permissions of a user or a group
          • Filtering the view
        • Roles tab
          • Creating, editing, and deleting project roles
          • Assigning or removing users and groups
          • Assigning or removing project permissions
          • Restricting the permissions of a role to certain applications
          • Filtering the view
        • Permissions tab
          • Assigning or removing project roles
        • Overview of the project permissions of all users and groups
      • Project permissions and predefined roles overview
        • Project permissions
        • Predefined project roles
• OLAP Permission Management
  • OLAP Permission Management overview
    • Administering OLAP Permission Management
      • Creating, editing, deleting OLAP Permission Management
      • Exporting, importing, and copying OLAP Permission Management
        • Exporting an OLAP Permission Management
        • Importing an OLAP Permission Management
        • Copying an OLAP Permission Management
    • OLAP Permission Management
      • Working with the OLAP Permission Management
        • Users and Groups tab
          • Assigning or removing OLAP roles
          • Properties of users and groups
          • Overview of the OLAP Permissions of a user or a group
          • Filtering the view
        • Roles tab
          • Creating, editing, and deleting OLAP roles
          • Assigning or removing users and groups
          • Assigning or removing OLAP Permissions
          • Restricting the permissions of a role to certain applications
          • Filtering the view
        • Permissions tab
          • Assigning or removing OLAP roles
        • Overview of the OLAP Permissions of all users and groups
      • OLAP permissions and predefined roles overview
        • OLAP Permissions
          • Permissions for the OLAP Permission Management
          • Permissions for the OLAP database
        • Predefined OLAP roles
• Report Catalogs
  • Report Catalogs overview
    • Administering Report Catalogs
      • Creating, editing, deleting Report Catalogs
      • Report Catalogs settings
        • Global tab
          • Design View
          • General
          • Maps Provider
          • Provider Settings – Infor BI OLAP Server
          • Provider Settings – ODBO/XMLA
          • Provider Settings – Relational Databases
          • Scheduler Service
          • Views
          • WebServices – General Settings
          • WebServices – PDF Printer Settings
          • WebServices – User Interface (Requires IIS Restart)
        • Role tab
          • Confirmation Messages for Check-In and Check-Out
          • Design View
          • General
          • OLAP Pane
          • Quick View
          • Report Pane
          • Report View
          • Table
          • Views
        • User tab
        • Language tab
        • Settings of Office Plus report catalogs
      • Database aliases
    • Report Catalog Permission Management
      • Working with the Report Catalog Permission Management
        • Users and Groups tab
          • Assigning or removing report catalog roles
          • Properties of users and groups
          • Overview of the report catalog permissions of a user or a group
          • Filtering the view
        • Roles tab
          • Creating, editing, and deleting report catalog roles
          • Assigning or removing users and groups
          • Assigning or removing report catalog permissions
          • Restricting the permissions of a role to certain applications
          • Filtering the view
        • Permissions tab
          • Assigning or removing report catalog roles
        • Overview of the report catalog permissions of all users and groups
        • Preferred roles and role ranking
      • Report catalog permissions and predefined roles overview
        • Report catalog permissions
        • Predefined report catalog roles
• Dashboard Catalogs
  • Administering Dashboard Catalogs
    • Creating a Dashboard Catalog
    • Settings of Dashboard Catalog
      • Global tab
      • Role tab
      • User tab
  • Dashboard Catalog Permission Management
    • Working with the Dashboard Catalog Permission Management
      • Users and Groups tab
        • Assigning or removing Dashboard Catalog roles
        • Properties of users and groups
        • Overview of the Dashboard Catalog Permissions of a user or a group
        • Filtering the view
      • Roles tab
        • Creating, editing, and deleting Dashboard Catalog roles
        • Assigning or removing users and groups
        • Assigning or removing Dashboard Catalog Permissions
        • Restricting the permissions of a role to certain applications
        • Filtering the view
      • Permissions tab
        • Assigning or removing Dashboard Catalog roles
      • Overview of the Dashboard Catalog Permissions of all users and groups
    • Dashboard Catalog permissions and predefined roles overview
      • Dashboard Catalog permissions
      • Predefined Dashboard Catalog roles
• DataLink Model
  • Administering DataLink Models
    • Creating a DataLink Model
  • DataLink Model Permission Management
    • Working with the DataLink Model Permission Management
      • Users and Groups tab
        • Assigning or removing DataLink Model roles
        • Properties of users and groups
        • Overview of the DataLink Model Permissions of a user or a group
        • Filtering the view
      • Roles tab
        • Creating, editing, and deleting DataLink Model roles
        • Assigning or removing users and groups
        • Assigning or removing DataLink Model Permissions
        • Restricting the permissions of a role to certain applications
        • Filtering the view
      • Permissions tab
        • Assigning or removing DataLink Model roles
      • Overview of the DataLink Model Permissions of all users and groups
    • DataLink Model permissions and predefined roles overview
      • DataLink Model permissions
      • Predefined DataLink Model roles
• Financial Consolidation Permission Management
  • Financial Consolidation Permission Management overview
    • Working with the Financial Consolidation Permission Management
      • Users and Groups tab
        • Assigning or removing Financial Consolidation roles
        • Properties of users and groups
        • Overview of the Financial Consolidation permissions of a user or a group
        • Filtering the view
      • Roles tab
        • Creating, editing, and deleting Financial Consolidation roles
        • Assigning or removing users and groups
        • Assigning or removing Financial Consolidation permissions
        • Restricting the permissions of a role to certain applications
        • Filtering the view
      • Permissions tab
        • Assigning or removing Financial Consolidation roles
      • Overview of the Financial Consolidation permissions of all users and groups
    • Financial Consolidation permissions and predefined roles overview
      • Financial Consolidation permissions
        • Permissions for the Financial Consolidation Permission Management
        • Financial Consolidation permissions
      • Predefined Financial Consolidation roles
• General Settings
  • General Settings overview
    • Logging
      • Configuring the logging
        • Configuring logging methods
        • Filtering events and assigning methods
          • Creating filters
          • Editing and enabling filters
      • Configuring the Log Service
        • Specifying the TCP port
        • Configuring logging methods
        • Filtering events and assigning methods
          • Creating filters
          • Editing and enabling filters
      • Event IDs
        • ID ranges of the products and modules
        • ID sections of the authentication systems
        • General event IDs for all components
        • Event ID for Windows authentication
        • Internal Infor BI Repository Administration event IDs
        • Event IDs of OLAP Event Agent
        • Event IDs of Infor BI Office Plus
        • Event IDs of Infor BI Application Studio
      • Troubleshooting Event Viewer
    • Application Studio WebServices
      • Log-on
      • General
    • Configuration sources and dependencies
      • Configuring dependencies
      • Repository Registration Service
      • Repository registrations at Service level
      • Creating configuration sources for Repository registrations
        • Creating an enterprise configuration source
        • Creating a service configuration source
      • Administering the registered configuration sources
      • Administering the Repository registrations of the configuration sources
      • Automatic tenant mapping
    • Computer processes
    • Scheduler Administration
      • General tab
      • Connections tab
        • Registering a report catalog
          • Report Catalog tab
          • Task Log tab
          • Email tab
          • Export tab
        • Enabling/Disabling the scheduling of a report catalog
        • Editing a report catalog registration
        • Deleting a report catalog registration
      • Task Management tab