Setting up Administrator Security

The administrative account performs all read and write operations requested by the data target for the data source. For example, when end users request data at the data target, the administrative account retrieves the data. When end users update data at the data target, the administrative account logs into the data source and updates the data there.

You can create filters on the administrative account and on the end users. Filters on the administrative account can ensure that no one at the data target can view or update inappropriate data. For example, the administrator at the corporate database can restrict write access on certain cells to avoid relying on administrators in the regions to set up security correctly for each end user.

Create the required administrative users with the correct filters.

  1. Create an administrative account at the data source and data target.

    See Setting the User Name and Password.

    Essbase uses this account to log onto the data source to retrieve data and to perform outline synchronization operations.

  2. Create read and write filters to determine which data administrators can view and update.

    See User Management and Security in EPM System Security Mode.

    • For replicated partitions, set up read filters at the data source to determine which data Essbase reads when replicating, and set up write filters at the data target to determine which data Essbase writes to when replicating.

    • For transparent partitions, set up read filters at the data source to determine which data Essbase retrieves for end users, and set up write filters at the data source to determine which data Essbase updates for end users.