CP59 Administration for Costpoint Business Intelligence CER 7

CP-59: Administration for Costpoint Business Intelligence CER 7. 2. 3 Setting Up The New Security Model and How to Effectively Guard Your Data Niki Nixon and Kevin Wang, Deltek

Relevant Roles for this Session • CER Admin • IT CONFIDENTIAL © Deltek, Inc.

Objectives 1. Introduction 2. Benefits of Implementing the Deltek Security Model 3. Overview of

Benefits CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 4

Benefits » Integrated with Costpoint Security » Built in User Groups and Permission Settings » Extensible via Company content » Allows for License Compliance Management CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 5

Types of Security Available Capability Object (domain) Model (row level) • What software functions can the user perform? • What content can an end user access? • What specific data are they limited to within a domain area? * Model level security is variable among packages. 6 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

CER Role Capabilities Capability Consumer Advanced CER User CER Developer CER/BI Admin X X Dashboard (View) X X Dashboard (Create) X X Report Authoring X X X Data Module X X X Event Studio X X X Run/Subscribe Reports Framework Manager X CER User X Admin Console CONFIDENTIAL © Deltek, Inc. All Rights Reserved. Web Admin X 7

Capability Roles CER User Advanced CER User CER Developer CER Admin X X X X Author Reports X X X Create Data Modules X X X View Content Author Dashboards CER Consumer X Create Framework Manager Models Perform Admin Tasks 8 2/23/2021 X CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved CER Web Admin X

Object Security Determines what objects or content you’ll see in you CER environment. Objects are folders, packages, reports, dashboards, jobs, etc. found in CER. Our object security is based on the domains or modules of Costpoint. 9 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

CER Content My content * Team content Personal content only Content shared by all available to an individual customers and is end user. created, organized and secured by Deltek. Company content ** Content for your specific organization that is created, organized and secured by you. * ‘My content’ is not included in the backup. (Use sparingly. ) ** This is the only subfolder within ‘Team content’ not managed by Deltek. © 2019 Deltek, Inc. All Rights Reserved 10

Model Security 11 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

Security Components CP Configuration Utility CP and Planning Security Settings Framework Manager Models CAP 2. 3 CER Administration Console Cognos Configuration CP Reporting & Analytics Configuration 12 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

Steps CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 13

User Groups All Standard Groups start with ‘CER__’ All users should be assigned to

User Groups A user assigned to the CER__ADMIN group will automatically be granted rights to the following modules: A user assigned to CER__CONSUMER, CER__USER, CER__ADV or CER__DEV group will automatically be granted rights to: 15 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

Costpoint Reporting & Analytics § ER module rights provide users with the link to Enterprise Reporting. § DC module rights provides the CER_ADMIN rights to the configuration options. 16 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

User Groups Assign users to these groups for object security. i. e. the folders they see in CER. There is a matrix that shows which folders each group has access to. 17 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

CER Project Manager Security (CER__PM_MGR) • This group is unique in that it is used for model/row level security. • Users assigned to this group will only see projects where they are listed as the Project Manager in Costpoint. • When a user is assigned to this group it overrides org security. 18 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

CP Reporting & Analytics Configuration Settings Model Security = Data/Row level security which includes Org and Project restrictions plus Labor Suppression. Use Manage CER Settings to Enable/Disable • Enable Model Security; Default value is Yes • To Disable, use dropdown to set to ‘No’ • Note: Budget Source - Not used 19 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

Costpoint Assign Users to User Groups User #1 20 2/23/2021 CONFIDENTIAL © 2019 Deltek,

Costpoint Assign Users to User Groups User #2 21 2/23/2021 CONFIDENTIAL © 2019 Deltek,

Organization Security Settings 22 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

Organization Security Settings The profile contains the rules for the organization access. This user will see all Orgs that begin with 10. 2. 1. 23 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

Costpoint Authentication Provider (CAP) Authentication COSTPOINT ENTERPRISE REPORTING Authorization 24 2/23/2021 CONFIDENTIAL © 2019

CER (Cognos) Accounts There is group or role in CER for every ‘CER’ group

CER (Cognos) Accounts 26 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

Capability Setup 27 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

Capability Setup 28 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

Object Permission Setup 29 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

Model (row level) Security This is an example of security embedded in a Framework Manager model. Use Custom SQL is disabled on secured packages so that this security cannot be bypassed. 30 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

Cognos Configuration 31 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

Set Visibility Filter 32 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

Costpoint Configuration Utility 33 2/23/2021 CONFIDENTIAL © 2019 Deltek, Inc. All Rights Reserved

Deltek BI Sessions Tuesday, 2: 10 – 3: 10 – Gainesville 1 -2 CP-52: Costpoint Business Intelligence: Upgrading from CER 7. 1 to CER 7. 2. 3 Tuesday, 3: 20 -4: 20 – Naples 1 -2 CP-53: Report Authoring Tips and Tricks in Costpoint Business Intelligence CER 7. 2. 3 Tuesday, 4: 30 -5: 30 – Naples 1 -2 CP-55 Costpoint Business Intelligence CER 7. 2. 3 - Executive Dashboards and Financial Reporting Wednesday, 10: 00 -11; 00 – Naples 3 CP-56: As a Costpoint Business Intelligence CER End User, How Do I Leverage the New Features After We Upgrade? Wednesday, 11: 10 -12: 10 – Naples 3 CP-53: Data Modeling-How to Create Effective Data Models to Support your Dashboards and Reports Wednesday, 2: 10 – 3: 10 - Naples 3 CP: 54: Designing and Creating Information-Rich Interactive Dashboards in Costpoint Business Intelligence CER 7. 2. 3 Wednesday, 3: 20 – 4: 20 - Naples 1 -2 CP-50: Costpoint Business Intelligence Roadmap Thursday 9: 40 -10: 40 – Sarasota 1 -2

Customer/Partner BI Sessions Tuesday, 10: 00 -11: 00 – Gainesville 1 -2 Mehul Desai, PCI CP 100: A Whole New World of Business Intelligence Wednesday, 4: 30 -5: 30 – Sarasota 1 -2 – Hari Sury, Sury Analytics CP-57: Analytics for Gov. Cons - A Roadmap To Success Thursday, 8: 30 -9: 30 – Sarasota 1 -2 – Rich Hardin, VSE CP-51: Deltek Costpoint Business Intelligence (CER) Leveraging Analytics: The Old, The new And Everything In Between