Add and configure identities

See below for steps to create a new identity, add users to the identity, and configure the identity's access to publish targets and views. These identities manage user access to the PI Integrator for Business Analytics user interface (UI), as well as permissions to access and configure views and publish targets.

1. Click the menu icon and click Administration.

2. On the Administration page, click the Users tab.

   The User Access Permissions page opens.

3. Click Add Identity.

   The Add Identity dialog box opens.

4. Do one of the following:

   • Enter the name of a new identity in the identity name field and click Create.

   • Select an identity from the list and click Ok.

   The list shows all identities associated with the PI AF server that hosts the configuration for PI Integrator for Business Analytics.

   The identity populates the Name field.

   

5. Click Add User to Identity to add Windows Active Directory users to the identity.

6. In the Add Users and Groups dialog box, enter the domain and username in the domain\user field.

   Use the domain\user format. Or you can enter the full name of the user in the full name field.

7. Click Search.

   A list of Active Directory users matching the entered criteria displays.

8. Select a user from the list and click Ok.

   The user appears in the Users and Groups list.

9. Click Add Target to grant the identity access to publish targets.

   If the desired targets do not appear in this list, first create the target, then grant the identity access to it.

10. In the Add Publish Targets dialog box, select the targets you want to grant the identity access to and click Ok.

    The targets appear in the Allowed Publish Targets list.

11. Click Add View Permissions to grant the identity access to any existing views.

12. In the Add View Permissions dialog box, select the views you want to grant the identity access to and click Ok.

    The views appear in the View Permissions list.

13. Click the arrow and choose one of the following permissions (see View Permissions for details):

    • Reader

    • Owner

14. Click the Administrator checkbox to grant the selected AF identity access to the PI Integrator for Business Analytics Administration page.