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Access

Administration of users, groups and their profile alignment is carried out via the Discover > Manager Portal > User Administration options. Using user administration, administrators can restrict menu features, default start pages, force time-based logouts, set replay mode, and many other.

Relationships

Portal users groups may be assigned multiple users, where this occurs the highest security permission assigned wins. Groups are automatically linked with Profiles that define availability of menus, features and functions within Discover.

flowchart LR
  A((User)) --> B(Group) --> C(Profile)
  B --> A

Best practices for users

  1. Where possible set user values (e.g. Date Format) to Primary Group Default, this sets the user value to that of the assigned groups value. This will help reduce administration time and effort.
  2. Use only alphanumeric characters in names (Aa-Zz).
  3. Verify user permissions and settings when adding to groups.

As an administrator, you can add any user to any group. You can choose which group’s permissions are the best fit for your users.

Group Profiles

User group permissions are linked with Profiles to provide access to features, functions and menus with Discover. You can use the tables outlined below to help understand what values your groups should have

  • Menu Profile: The available UI menu items that the groups users can access.
  • Administrator Profile: The available administrative functions the groups users can access.
  • Search Profile: The available search options and search templates the groups users can access.
  • Replay Profile: The available replay controls the actions the groups users can access. Note that Replay and Navigation is available to all users.

The Menu profile determines the available navigation menu items that members of the group can access. It also controls the reports that can be viewed on Dashboards.

Feature Admin Group Event Admin Portal Public Super
Dashboards Yes No Yes No Yes
Active Yes No Yes No Yes
Search Yes No Yes No Yes
Analyze Yes No Yes No Yes
Configure Yes Yes Yes Yes Yes
System Yes No Yes No Yes
Help Yes No Yes Yes Yes

Administration user profile

For user in groups that are assigned access to the Portal Management page, the Administration profile controls the portions of the page to which group members have access. The items in the list correspond to the sections on the Administration page sidebar.

Feature Admin Group Event Admin Portal Public Super
Servers Yes No No No No
User Administration Yes No No No No
Scorecard User Administration Yes No No No No
Settings Yes No No No No
Scorecard Settings Yes No No No No
RS Extractor Yes No No No No
Report Configuration Yes No No No No
Logs Yes No No No No
Announcements Yes No No No No

Search user profile

For groups that are granted access to the Session Search page, the Search profile controls the search options members that they can see and the search templates that they are allowed to use. If a user has no search options available, the options section is hidden entirely on the Session Search page.

Feature Admin Group Event Admin Portal Public Super
Date span selector Yes Yes Yes Yes Yes
Servers selector Yes No No No No
Template selector Yes Yes Yes Yes Yes
Session list template Yes Yes Yes Yes Yes
Search scope Yes Yes Yes Yes Yes
Search results sort Yes Yes Yes Yes Yes
Search timeout Yes Yes Yes Yes Yes
Search autostop limit Yes Yes Yes Yes Yes
Saved searches Yes Yes Yes Yes Yes

Replay user profile

For groups that are granted access to Replay, the replay profile controls the actions and permissions to which group members have access to.

Feature Admin Event Admin Portal Public Super
View Request Yes No No No No
View Events Yes No No No No
View Gen Time Yes No No No No
View Round Trip Time Yes No No No No
View Status Code Yes No No No No
Enable searching Yes No No No No
Show ScreenView LOAD/UNLOAD Yes No No No No
Merge Session Fragments Yes No No No No
Resize Replay Pane To Match Session Yes No No No No
Report Javascript Errors Yes No No No No
Beautify Response Yes Yes Yes Yes Yes

Activity

In this section of the guide, we will walk through adding adding a user, a user to an existing group, and assigning a group for access to a specific report. Follow along to see how this is achieved or read through the steps below.

As a user with assigned administrator access, click Discover > Manage Portal > User Administration. The menu option may not appear if you don't have the correct access, contact your administrator to resolve this.

Adding a User

  1. Log into the Portal and navigate to User Administration > Users.
  2. Add a new user, select New.

  3. Click Save.

    Useful user fields

    • ID. This is the login name for the user. No spaces or special characters (e.g. @)
    • Password and Confirm Password. A password that will be shared with the user. It can be changed later after login.
    • Primary User Group. Configures the user to their primary group. By default, it will be Portal User. This can be changed after the user is created.
    • Replay Mode. When using Search, there are three modes: ”Event, Advanced, or Prompt”. Prompt gives the user the ability to choose when replaying a session.
    • Start Page. The default start page. Starting from a Dashboard is recommended.
    • Password Expires. This can be set to automatically force password changes.
    • Email. If the Discover system has email configured, this address will be used to mail alerts and reports to the user.

Adding a user to a group

  1. Select the users row you want to assign to a group, click the Assign Groups tab and click the checkbox.

Access Errors

Adding a user(s) to a group does not give the user full or partial permissions within the system unless the group has been specifically set-up to do so and assigned a function or content, for example viewing reports.

Specific access permissions are required for viewing individual reports. You may be able to view a dashboard and the component that displays the report chart / card, but not the detail of the report.

When a report is created the default permissions are set to the user’s group. When another user with different permissions tries to access the report and error will be displayed.

Setting Report Permission This can only be done with:

  • administrator role, or
  • a user(s) with the groups rights already set, or
  • the original report owner

In this case, this report is configured by the Admin Group and all others will not be able to view the data. The Administrator needs to click the checkboxes to allow everyone to see the report.

  1. View the specific report the group requires access to, this can be via a Dashboard, Report Builder or any other route.

    No user access

    Only user groups can be added to report, individual users cannot be added unless within a group.

  2. Click the ellipsis Report Actions option.

  3. Select Options
  4. Click the Security tab.
  5. Select the checkbox for each group(s) requiring access. The Administrator column provides additional edit / update options for reports, the User column is for standard access / view permissions.

Updating or Setting Password

Password may be changed / reset by an administrator, or if the user still has access through their profile within Discover. Follow along to see how this is achieved.