BI Dashboard Builder - CMiC BI Security Setup

Overview – CMiC BI Security

A standard CMiC Catalog and several default dashboards/queries/cards are provided with CMiC’s BI tools, but before you get started, you must set up your BI security. This article leads you through the three easy steps to set up your BI Administrators, BI Developers and Dashboard End Users. Once your security is set up, CMiC’s BI tools are ready for you to use.

Happy building!

Setup Notes to Keep in Mind

BI Administrators

BI Administrators have full security privileges for BI Catalog Builder, meaning they have access to all data sources in BI Catalog Builder in order to grant members of security roles access to data sources and their business areas and folders.

NOTE: In BI Dashboard Builder, if Catalog Security was enabled, BI Admins will only have access to data sources to which they have been granted access via BI Catalog Builder. Typically, though, BI Admins would not need access to data sources - only BI Developers would.

In BI Dashboard Builder, BI Administrators can access the Assign Roles to Dashboards option (see Assign Roles to Dashboards – Dashboard Security), which is available without opening a dashboard, to assign security roles to dashboards/queries/cards.

BI Developers

By default, Catalog Security is not enabled, and the provided CMiC Catalog provides BI Developers access to data from all parts of the system.

If security access to data in the CMiC Catalog needs to be tailored for each BI Developer, BI Catalog Builder is required to enable and configure Catalog Security.

Also, if custom data sources are needed to create unique, client specific dashboards, BI Catalog Builder is required to develop and add them to the CMiC Catalog.

Dashboard End Users

By default, none of the provided dashboards/queries/cards are accessible to any user. Dashboard End Users, as well as BI Developers, can only see dashboards/queries/cards to which they have been granted access.

Steps