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The standard procedure for setting up security during implementation of Costpoint Analytics commonly involves the following basic steps:
The procedure for setting up security differs depending on whether you installed Costpoint Analytics on your own on-premise server or you are accessing Costpoint Analytics installed on a Deltek Cloud Operations server. |
In this topicSet Up Security for On-Premise Installation by Importing Costpoint Security Information Set Up Security for On-Premise Installation Without Importing Costpoint Security Information Set Up Security for SaaS Installation
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Before you begin the security setup process, we recommend that you do the following:
Determine who will use Costpoint Analytics and what access each of them needs.
Determine which user groups you want in Costpoint Analytics.
Decide if you are going to import user groups, users, and organization access information from Costpoint as a starting point for setting up Costpoint Analytics security.
Compile a list of the Costpoint Analytics users’ network user IDs for setting up single sign on authentication. (If you have a Costpoint Analytics SaaS Subscription, the user IDs should be those set up by Deltek Cloud Operations for accessing the analytics.)
If your firm has Capture Analytics as well as Costpoint Analytics, it is important that you update the data models for Costpoint Analytics – Project security either before you update the data models for Costpoint – Employee and Capture Analytics or as part of the same update process.
Ideally, you should select security configuration options and prepare the security spreadsheets for all three modules, and then, when all three are prepared, do either of the following to update all data models in one process:
Run Full_CpA_with_CRM_Data_Load.bat
Run the Load Deltek CRM Analytics Publisher job and the Load Deltek Costpoint Analytics Publisher job, in that order
The procedures below do not include project manager security. If you are going to set up project manager security for some users, refer to Set Up and Maintain Project Manager Security.
Complete the following steps to set up organization security if you installed Costpoint Analytics on your own on-premise server and you want to import security information from Costpoint. If you do not want to import security information from Costpoint, see Set Up Security for On-Premise Installation Without Importing Costpoint Security Information.
If you instead are using Costpoint Analytics installed on a Deltek Cloud Operations server, use the procedure under Set Up Security for SaaS Installation.
Run the QlikView Management Console (Start » All Programs » Deltek Analytics » QlikView Management Console).
Click the System tab and the Setup subtab.
Expand Command Center, Directory Service Connectors, and DSC@<server name>.
Click Active Directory, and click 
.
Click 
next to the Path field.
Important: When you click , QlikView Management Console defaults in an LDAP server path. That path may not be correct. If not, enter the correct path. It is extremely important to have your network administrator verify the path. Security will not function properly if it not correct.
In Username and Password, specify either a domain service account (recommended) or a valid domain-based user name and password.
Click Apply.
On the server on which you installed Costpoint Analytics, go to the <installation location>\Analytics\Setup folder.
Run CpA_Import_Security_From_Costpoint.qvw.
Click Full Load of User Groups and Users from Costpoint, and click OK in the confirmation message box.
When the process is complete, Costpoint Analytics displays a message to let you know that it is finished and to direct you to the next step of the process.
Review the displayed Costpoint security information and determine which user groups you want to include in Costpoint Analytics security.
Under Usergroups on the Imported Security Worksheets tab, select the check boxes for the Costpoint user groups that you want to include in Costpoint Analytics security.
Do not try to edit other security information on the Imported Security Worksheets tab. You can add, change, and delete information in Microsoft Excel later in this procedure.
Click Export Worksheet Data to Excel File.
When you receive a message indicating that the security data has been exported to Microsoft Excel, click OK.
Open the OrgSecurityExtraction.xls file in Excel. The file is in the <installation location>\Analytics\Setup folder.
Open the CostpointAnalyticsOrgSecuritySetup.xlsx file in Excel. The file is in the <installation location>\Analytics\Setup folder.
Copy and paste the new security data from each of the three worksheets in the OrgSecurityExtraction.xls file into the corresponding worksheets in the CostpointAnalyticsOrgSecuritySetup.xlsx file.
In the CostpointAnalyticsOrgSecuritySetup.xlsx file, set up complete access for the Costpoint Analytics system administrator and make sure that the NTNAME column for that user on the USER worksheet contains that person’s network user ID. The installation process automatically creates an ADMIN user group and ADMIN user that you can use, or you can set up a different user for the system administrator.
If you do not establish at least one user with full administrative access, when you activate security you could be locked out of files that you need to access.
In the CostpointAnalyticsOrgSecuritySetup.xlsx file, make any necessary changes to the default access given to other user groups and users. You can also delete user groups and users, and add new user groups and users. Save your changes.
For more information on editing the access settings in the Excel file, see Specify Security Settings in the CostpointAnalyticsOrgSecuritySetup.xlsx File.
On the server on which you installed Costpoint Analytics, go to the <installation location>/Admin folder.
Run CpA_System_Config_Projects.qvw to open Costpoint Analytics – Project Configuration.
Select the configuration options that activate Costpoint Analytics security and single sign on authentication for Costpoint Analytics – Project.
See Security (Project Analytics) and Single Sign On (Project Analytics) for more information.
Run CpA_System_Config_Employees.qvw to open Costpoint Analytics – Employee Configuration.
Select the configuration options that activate Costpoint Analytics security and single sign on authentication for Costpoint Analytics – Employee.
See Security (Employee Analytics), Single Sign On (Employee Analytics), and Security Type (Employee Analytics) for more information.
Run the QlikView Management Console (Start » All Programs » Deltek Analytics » QlikView Management Console).
Click the Documents tab.
On the Source Documents tab, expand the items in the left pane until the Final folder is displayed. Expand that folder also.
Expand Costpoint_Analytics_Employees.qvw, and do the following:
Click the task.
Click the Reload tab in the right pane.
Select the Section access check box.
In Username, enter DeltekAnalytics, and in Password, enter the password you assigned to that service account when you installed Costpoint Analytics.
Click Apply.
Repeat step 28 for the following:
Costpoint_Analytics_Projects.qvw
Costpoint_Analytics_Summary.qvw
CRM_Analytics.qvw (if you also installed Capture Analytics)
Locate the Translate folder in the left pane, and expand that folder.
Repeat the procedure in step 28 for the following:
Data_Model_Summary.qvw
Data_Model_Employee.qvw
Data_Model_Projects_Secured.qvw
Data_Model_CRM_Secured.qvw (if you also installed Capture Analytics)
Load the security data into the Costpoint Analytics data models. You can wait for your next scheduled load process, or you can implement it immediately. See Update the Data Models Based on Security Settings.
Complete the following steps to set up organization security if you installed Costpoint Analytics on your own on-premise server and you do not want to import security information from Costpoint. If you want to import security information from Costpoint, see Set Up Security for On-Premise Installation by Importing Costpoint Security Information.
If you instead are using Costpoint Analytics installed on a Deltek Cloud Operations server, use the procedure under Set Up Security for SaaS Installation.
Run the QlikView Management Console (Start » All Programs » Deltek Analytics » QlikView Management Console).
Click the System tab and the Setup subtab.
Expand Command Center, Directory Service Connectors, and DSC@<server name>.
Click Active Directory, and click .
Click next to the Path field.
In Username and Password, specify either a domain service account (recommended) or a valid domain-based user name and password.
Click Apply.
Open the CostpointAnalyticsSecuritySetup.xlsx file. The file location is the <installation location>\Analytics\Setup folder.
In the CostpointAnalyticsSecuritySetup.xlsx file, specify the user groups and users. Save your changes.
For more information on editing the access settings in the Excel file, see Specify Security Settings in the CostpointAnalyticsOrgSecuritySetup.xlsx File.
On the server on which you installed Costpoint Analytics, go to the <installation location>\Analytics\Admin folder.
Run CpA_System_Config_Projects.qvw to open Costpoint Analytics – Project Configuration.
Select the configuration options that activate Costpoint Analytics security and single sign on authentication for Costpoint Analytics – Project.
See Security (Project Analytics) and Single Sign On (Project Analytics) for more information.
Run CpA_System_Config_Employees.qvw to open Costpoint Analytics – Employee Configuration.
Select the configuration options that activate Costpoint Analytics security and single sign on authentication for Costpoint Analytics – Employee.
See Security (Employee Analytics), Single Sign On (Employee Analytics), and Security Type (Employee Analytics) for more information.
Run the QlikView Management Console (Start » All Programs » Deltek Analytics » QlikView Management Console).
Click the Documents tab.
On the Source Documents tab, expand the items in the left pane until the Final folder is displayed. Expand that folder also.
Expand Costpoint_Analytics_Employees.qvw, and do the following:
Click the task.
Click the Reload tab in the right pane.
Select the Section access check box.
In Username, enter DeltekAnalytics, and in Password, enter the password you assigned to that service account when you installed Costpoint Analytics.
Click Apply.
Repeat step 18 for the following:
Costpoint_Analytics_Projects.qvw
Costpoint_Analytics_Summary.qvw
CRM_Analytics.qvw (if you also installed Capture Analytics)
Locate the Translate folder in the left pane, and expand that folder.
Repeat the procedure in step 18 for the following:
Data_Model_Summary.qvw
Data_Model_Employee.qvw
Data_Model_Projects_Secured.qvw
Data_Model_CRM_Secured.qvw (if you also installed Capture Analytics)
Load the security data into the Costpoint Analytics data models. You can wait for your next scheduled load process, or you can implement it immediately. See Update the Data Models Based on Security Settings.
Complete the following steps to set up organization security if you are using Costpoint Analytics installed on a Deltek Cloud Operations server.
Open Costpoint Analytics – Project Configuration.
Select Yes under Security.
See Security (Project Analytics) and Single Sign On (Project Analytics) for more information.
Click Configure Org Security to open the CostpointAnalyticsSecuritySetup.xlsx file.
In the CostpointAnalyticsSecuritySetup.xlsx file, specify the user groups and users. Save your changes.
For more information on editing the access settings in the Excel file, see Specify Security Settings in the CostpointAnalyticsOrgSecuritySetup.xlsx File.
Open Costpoint Analytics – Employee Configuration.
Select the configuration options that activate Costpoint Analytics security and single sign on authentication for Costpoint Analytics – Employee.
See Security (Employee Analytics), Single Sign On (Employee Analytics), and Security Type (Employee Analytics) for more information.
Load the security data into the Costpoint Analytics data models. You can wait for your next scheduled load process, or you can click Run Project Data Load Batch File in Costpoint Analytics – Project Configuration and Run Employee Data Load Batch File in Costpoint Analytics – Employee Configuration to load the security data yourself.