Manually Creating Users

How to:

You can manually set up individual users for PMF in a few steps. Typically, you would not need to do this since the Owner Sync tool in PMF does permit synchronization of users between PMF and MR/CUS security. However, here is the overall process, intended more as an overview between the moving parts than as an actual procedure.

Procedure: How to Manually Create Users

  1. Create the MR/CUS authentication record for a new user.
  2. Grant the MR user authorization to the basic WebFOCUS facilities needed (for example, scheduling in ReportCaster, and access to any ad hoc tools needed for report development, depending on their overall role in your enterprise).
  3. Grant the MR/CUS user access to the Performance Management Framework domain in MR/CUS.
  4. From the Manage tab, create the users Owner record in PMF. Grant the user access to the following:
    • Access to various Scorecards. For more information, please see the PMF Administrator’s Guide section, Working With Scorecard Security.
    • Level of authorization to perform tasks in PMF. For more information, please see the PMF Administrator’s Guide section, Working With Functional Roles.
    • If you are using PMF Dimensional security, specify which Dimensional data nodes the user will be able to view within PMF Measures and Dimensions. For more information, please see the PMF Administrator’s Guide section, Working With Access Roles.
    • Storage of user preferences for Dashboards and Saved Views and Reports.

For more information on specific procedures, please see the PMF Administrator’s Guide.

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