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    SAP BusinessObjectsSecurity EssentialsDallas Marks

    SAP Inside Track St. LouisJuly 15, 2011

    http://twitter.com/http://www.kalvinsoft.com/http://www.linkedin.com/company/353351http://www.facebook.com/kalvinconsulting
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    ]

    STEPHANIE CLUNE[ASUG INSTALLATION MEMBER

    MEMBER SINCE: 2004

    PHIL AWTRY[ASUG INSTALLATION MEMBER

    MEMBER SINCE: 1999

    MIKE NARDUCCI[ASUG ASSOCIATE MEMBER

    MEMBER SINCE: 1998

    SAP BusinessObjects SecurityEssentials

    Dallas MarksSession 409

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    Real Experience. Real Advantage.

    [ Breakout Description

    In this presentation, learn how the SAP BusinessObjectssecurity model works. Leverage features, such asinheritance, scope of rights, and custom access levels, tosecure the business intelligence system, while reducingoverall complexity and maintenance. Techniques will be

    demonstrated using SAP BusinessObjects XI that are alsoapplicable to SAP BusinessObjects Edge BI. Real-worldscenarios drive home the concepts learned and give eachattendee the confidence to implement the same techniques

    back home.

    3

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    Real Experience. Real Advantage.

    [ About Dallas Marks

    Dallas Marks is a Senior Architect and Trainer at Kalvin Consulting, an SAP

    Services Partner focusing on business intelligence, business analytics anddata warehousing. Kalvin is also a SAP BusinessObjects AuthorizedEducation Provider, providing on-site education services at client locationsthroughout North America.

    Dallas is an SAP Certified Application Associate and authorized trainer for

    Web Intelligence, Universe Design, Xcelsius, and SAP BusinessObjectsEnterprise administration. A seasoned consultant and speaker, Dallas hasworked with SAP BusinessObjects tools since 2003 and presented at theNorth American conference each year since 2006.

    Dallas has implemented SAP BusinessObjects solutions for a number ofindustries, including energy, health care, and manufacturing. He holds a

    masters degree in Computer Engineering from the University of Cincinnati. Dallas blogs about various business intelligence topics at

    http://www.dallasmarks.org/.

    4

    http://www.kalvinsoft.com/http://www.dallasmarks.org/http://www.dallasmarks.org/http://www.kalvinsoft.com/http://www.kalvinsoft.com/http://www.kalvinsoft.com/
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    About Kalvin Consulting

    Mission To be a world class consulting company by delivering innovative solutions and

    extraordinary service

    Our Values

    Kalvins Success: Every customer is a successful customer Kalvins Service: We value your time, we will get it right

    Expertise spans across all areas of BI

    Best of Breed solution provider for Business Intelligence, Business Analytics, and

    Data Warehousing

    Solution Blueprints, Roadmaps & Architecture

    Installation, Configuration & Customization

    Cross Platform & Cross Product Migrations

    Reporting, dashboards & guided analysis

    Cutting edge customization

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    About Kalvins Staff

    Corporate Office Mason, Ohio

    Dedicated sales, marketing, HR & administration staff

    Dedicated support staff with lab and training center

    Virtual Offices 25 Consultants

    Greater Cincinnati, Dayton, Chicago, Atlanta & Boston

    Strive to maintain 10% availability Extensive network of independent consultants

    Non-billable Delivery Manager to oversee the project

    deliverables and ensure client expectations are met

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    The Kalvin Difference

    Dedicated Team

    Dedicated team of Kalvin employees. Kalvin is NOT a staffing company

    Kalvin holds bi-weekly information sharing sessions and quarterly company events for

    our employees to stay connected and learn from each other. We had our first

    KalvinFest, in August 2009

    Expertise

    Kalvin is an end to end solutions provider from data integration, reporting, dashboard

    and visualization

    Our dedicated team of consultants bring together a full range of technical expertise

    in all Business Intelligence and Data Integration products:

    SAP BI - BusinessObjects, IBM, Oracle, Microsoft BI and customization techniques

    using Java and .NET

    Partnerships

    Kalvin believes each client is unique and works to build a long-term partnership

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    Kalvins BI Methodology

    ReportingAd-hoc

    AnalysisDashboards

    Datawarehouseand cubes

    Data miningData

    enhancementMaster DataManagement

    Making BI Successful

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    Kalvins Best Practices

    Adopt the best from the industry

    Follow the best of BI standards

    Deploy the processes, policies and framework

    Create a repository of information for learning and training

    Share ideas and experiences by participating in User Groups &

    Conferences

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    [ Poll

    By a show of hands, are you using: SAP Applications?

    SAP BusinessObjects?

    SAP BusinessObjects Business Intelligence 4.0 (ramp-

    up)?

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    [ Does Security Setup Make You Angry?

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    [ Agenda

    SAP BusinessObjects Security Basics Demonstration

    Custom Access Levels, Permissions Explorer and Security Query

    Best Practices

    Next Steps Your Questions

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    [

    SECURITY BASICS

    SAP BusinessObjects Security Essentials

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    [ Terminology

    Principal a user or group

    Rights override - a rights behavior inwhich rights that are set on child objectsoverride the rights set on parent objects

    General Global Rights access rightsenforced regardless of content type

    Content Specific Rights access rightsunique to content type (Crystal Report,Web Intelligence, etc)

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    [ Predefined Rights

    Rights Option Description XI R2 XI 3.x

    No Access Unable to access an object yes

    slightly

    different

    View Able to view historical (scheduled) instances of an object yes yes

    Schedule Able to schedule instances of an object yes yes

    View on Demand Able to view live data on-demand yes yes

    Full Control Able to change or delete an object yes yes

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    [ Advanced/Granular Rights

    Rights Option Description XI R2 XI 3.xGranted The right is granted to a principal. yes yes

    Denied The right is denied to a principal. yes yes

    Not Specified

    The right is unspecified for a principal. By

    default, rights set to Not Specified are denied. yes yes

    Apply to Object

    The right applies to the object. This optionbecomes available when you click Granted or

    Denied. no yes

    Apply to Sub-Objects

    The right applies to sub-objects. This option

    becomes available when you click Granted or

    Denied. no yes

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    [ Folder Inheritance

    Global Rights

    Object

    Object

    Object

    Object

    Top Level Folder

    Subfolder

    Subfolder

    NOTE:In XI R2, global rights are set on the Rights tabin the Settings management area.

    In XI 3.x, global rights are set in the Foldersmanagement area as All Folders Security

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    [ Group Inheritance Rules

    eFashion Sales Managers 2008

    eFashion East eFashion South eFashion West

    Barrett Richards Larry Leonard Bennett Steve

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    [ Breaking Inheritance

    Still possible in XI 3.x asit was in XI Release 2

    Can disable folderinheritance, group

    inheritance, or both May not be as

    necessary in XI 3.xbecause of new scope

    of rights features

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    [ Custom Access Levels

    New Management Area in CMC XI 3.x

    Can create new access levels or copyexisting access levels

    Pre-defined rights (View, Schedule, ViewOn Demand, Full Control) levels cannotbe altered

    Easier to manage than setting Advanced

    rights

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    [ Scope of Rights

    Scope of rights new in XI 3.x, the ability to limit the

    extent of rights inheritance (Apply to Object, Apply toSub-object)

    In BusinessObjects Enterprise XI R2, the administratorwas forced to break inheritance when they wanted to give

    user rights to child folders that were different to thosegiven to the parent folder

    In XI 3.x, rights are effective for both the parent object andthe child objects by default (same as XI R2). However

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    [ Scope of Rights, cont.

    With BusinessObjects Enterprise XI 3.x, the administrator can now

    specify that a right set on a parent object should apply to that object only.

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    [

    DEMONSTRATION

    SAP BusinessObjects Security Essentials

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    [ Demonstration

    Authentication Types Users and Groups

    Custom Access Levels

    Permissions Explorer Security Query

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    Real Experience. Real Advantage.

    [ Demonstration - Authentication Types

    Enterprise

    LDAP

    Windows AD

    Windows NT

    SAP (requiresSAPIntegration Kitin releasesprior to BI 4.0)

    25

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    Real Experience. Real Advantage.

    [ Demonstration Users & Groups

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    Real Experience. Real Advantage.

    [ Demonstration Folders and Content

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    Real Experience. Real Advantage.

    [

    DEMONSTRATION

    CUSTOMACCESS LEVELS

    SAP BusinessObjects Security Essentials

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    Real Experience. Real Advantage.

    [ Demonstration Custom Access Levels

    Custom Access Level demo

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    Real Experience. Real Advantage.

    [

    PERMISSIONS EXPLORERAND SECURITY QUERY

    SAP BusinessObjects Security Essentials

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    Real Experience. Real Advantage.

    [ Permissions Explorer (object centric)

    Use the Permissions Explorer to determine therights a principal has on an object

    Improvement upon Check User Rights button inXI Release 2. Check User Rights only identified

    the effective rights the source of the rightsassignment was still unknown

    Available from any object (folder, document,universe, connection, etc.) that can have rightsassigned

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    Real Experience. Real Advantage.

    [ Permissions Explorer

    Permissions Explorer demo

    [

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    Real Experience. Real Advantage.

    [ Security Query (user centric)

    Use Security Query to determine the objects to which aprincipal has been granted or denied access.

    Available from Users and Groups or Query Results

    [

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    Real Experience. Real Advantage.

    [ Security Query Query Principal

    Query Principal - the user or groupthat you want to run the security queryfor. You can specify one principal foreach security query

    [

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    Real Experience. Real Advantage.

    [ Security Query Query Permission

    Query Permission - the right or rightsyou want to run the security query for,the status of these rights, and the

    object type these rights are set on

    [

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    Real Experience. Real Advantage.

    [ Security Query Query Context

    Query Context - the CMC areas thatyou want the security query to search.For each area, you can choosewhether to include sub-objects in thesecurity query. A security query canhave a maximum of four areas

    Security Query demo

    [

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    Real Experience. Real Advantage.

    [

    BEST PRACTICES

    SAP BusinessObjects Security Essentials

    [

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    Real Experience. Real Advantage.

    [ Security Best Practices - XI R2 or XI 3.x

    Grant rights to groups on folders. Although rights can begranted on individual objects or users, the security modelcan become difficult to maintain.

    Use pre-defined rights wherever possible. Understandthe additional complexity that advanced rights can

    introduce.

    Avoid breaking inheritance, while understanding it issometimes necessary

    Add multiple users to Administrators group rather than

    sharing Administrator user account to improve traceability

    Document and maintain your security structure outside ofthe CMC MS Excel is a good choice

    [

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    Real Experience. Real Advantage.

    [ Security Best Practices - XI 3.x

    Allot time in your upgrade/migration for administrativestaff to understand both the new CMC interface/workflowsas well as its new features

    Use custom access levels where you would havepreviously resorted to advanced rights.

    Identify opportunities to limit the scope of rights instead ofbreaking inheritance

    Take advantage of the Permissions Explorer and SecurityQuery tools to diagnose and correct security issues

    [

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    Real Experience. Real Advantage.

    [

    NEXT STEPS

    SAP BusinessObjects Security Essentials

    40

    [

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    Real Experience. Real Advantage.

    [ Relevant ASUG SBOUC 2010 Breakout Sessions

    41

    I can CAL, can you?

    (Custom Access Levels)Sandra Brotje | Session 0405Tuesday, October 5, 2010 | 4:00 PM 5:00 PM

    [

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    Real Experience. Real Advantage.

    [ Recommended Reading SAP BusinessObjects Enterprise Administrators Guide

    SAP BusinessObjects Enterprise XI 3.0/3.1 Upgrade Guide SAP BusinessObjects 5/6 to XI 3.1 Migration Guide

    42

    Visit the SAP Help Portalat http://help.sap.com todownload theseresources.

    [

    http://help.sap.com/http://help.sap.com/
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    Real Experience. Real Advantage.

    [ Relevant Education SAP BusinessObjects Enterprise XI 3.0/3.1:

    Administration and Security2 days - course code BOE310

    SAP BusinessObjects Enterprise XI 3.0/3.1:Administering Servers3 days - course code BOE320

    SAP BusinessObjects Enterprise XI 3.0/3.1:Designing and Deploying a Solution4 days - course code BOE330

    43

    Official SAP BusinessObjects curriculum is available on-site atyour location or at authorized education centers around the world.

    [

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    Real Experience. Real Advantage.

    [

    YOUR QUESTIONS

    SAP BusinessObjects Security Essentials

    44

    [

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    [

    COMPARING XI R2 ANDXI 3.X SECURITY

    SAP BusinessObjects Security Essentials

    [

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    Real Experience. Real Advantage.

    [

    Users XI R2 XI 3.x

    Administrator yes yes

    Guest yes yes

    QaaWSServletPrincipal no yes

    PMUser yes no

    Set Administrator password during install? no yes

    Guest user disabled by default? no yes

    Groups XI R2 XI 3.x

    Administrators yes yes

    Everyone yes yes

    QaaWS Group Designer no yes

    Report Conversion Tool Users yes yes

    BusinessObjects NT Users yes noUniverse Designer users yes yes

    Translators no yes

    Default Users and Groups

    [

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    [

    Feature XI R2 XI 3.x

    Folder Inheritance yes yes

    Group Inheritance yes yes

    Predefined Access Levels yes yes

    No Access yes yes*

    View yes yes

    Schedule yes yesView On Demand yes yes

    Full Control yes yes

    Advanced Rights yes yes

    Custom Access Levels no yes

    Break Inheritance yes yes

    Scope of Rights no yes

    Combined Access Levels no yes

    Security Features

    [

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    Real Experience. Real Advantage.

    [

    Application XI R2 XI 3.xCentral Management Console yes yes!

    Web Component Adapter (WCA) yes no

    Administrative Launchpad yes no

    Query Builder yes yes

    Security Viewer Add-on yes no

    Security Query no yes

    Permissions Explorer no yes

    Security Applications

    [

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    [

    [

    ] Thank you for participating.

    SESSION CODE:409

    Please remember to complete and return your

    evaluation form following this session.

    For ongoing education on this area of focus, visit the Year-

    Round Community page at www.asug.com/yrc

    Dallas MarksSenior Architect and Trainer

    [email protected]

    http://dallasmarks.org/

    For more information about KalvinConsulting

    http://www.kalvinsoft.com/Follow us on Twitter at @kalvinsoft.

    http://www.kalvinsoft.com/http://www.kalvinsoft.com/http://www.kalvinsoft.com/http://dallasmarks.org/http://www.kalvinsoft.com/http://www.kalvinsoft.com/http://www.kalvinsoft.com/http://twitter.com/http://twitter.com/http://twitter.com/http://www.kalvinsoft.com/http://www.kalvinsoft.com/http://www.kalvinsoft.com/http://www.kalvinsoft.com/http://dallasmarks.org/http://www.kalvinsoft.com/