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1 H Y P E R I O N R E L E A S E S E C U R I T Y A D M I N I S T R A T I O N G U I D E P / N : D H A

2 Hyperion Shared Services Security Administration Guide, Copyright 2006, 2009, Orace and/or its affiiates. A rights reserved. Authors: EPM Information Deveopment Team The Programs (which incude both the software and documentation) contain proprietary information; they are provided under a icense agreement containing restrictions on use and discosure and are aso protected by copyright, patent, and other inteectua and industria property aws. Reverse engineering, disassemby, or decompiation of the Programs, except to the extent required to obtain interoperabiity with other independenty created software or as specified by aw, is prohibited. The information contained in this document is subject to change without notice. If you find any probems in the documentation, pease report them to us in writing. This document is not warranted to be error-free. Except as may be expressy permitted in your icense agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, eectronic or mechanica, for any purpose. If the Programs are deivered to the United States Government or anyone icensing or using the Programs on behaf of the United States Government, the foowing notice is appicabe: U.S. GOVERNMENT RIGHTS Programs, software, databases, and reated documentation and technica data deivered to U.S. Government customers are "commercia computer software" or "commercia technica data" pursuant to the appicabe Federa Acquisition Reguation and agency-specific suppementa reguations. As such, use, dupication, discosure, modification, and adaptation of the Programs, incuding documentation and technica data, sha be subject to the icensing restrictions set forth in the appicabe Orace icense agreement, and, to the extent appicabe, the additiona rights set forth in FAR , Commercia Computer Software--Restricted Rights (June 1987). Orace USA, Inc., 500 Orace Parkway, Redwood City, CA The Programs are not intended for use in any nucear, aviation, mass transit, medica, or other inherenty dangerous appications. It sha be the icensee's responsibiity to take a appropriate fai-safe, backup, redundancy and other measures to ensure the safe use of such appications if the Programs are used for such purposes, and we discaim iabiity for any damages caused by such use of the Programs. Orace is a registered trademark of Orace Corporation and/or its affiiates. Other names may be trademarks of their respective owners. The Programs may provide inks to Web sites and access to content, products, and services from third parties. Orace is not responsibe for the avaiabiity of, or any content provided on, third-party Web sites. You bear a risks associated with the use of such content. If you choose to purchase any products or services from a third party, the reationship is directy between you and the third party. Orace is not responsibe for: (a) the quaity of third-party products or services; or (b) fufiing any of the terms of the agreement with the third party, incuding deivery of products or services and warranty obigations reated to purchased products or services. Orace is not responsibe for any oss or damage of any sort that you may incur from deaing with any third party.

3 Contents Chapter 1. About Hyperion Security Security Components User Authentication Authentication Components Security API Native Directory User Directories User Authentication Scenarios Singe Sign-on Directy to Hyperion Products Singe Sign-on from Externa Systems Provisioning (Roe-Based Authorization) Roes Goba Roes Predefined Roes Aggregated Roes Users Groups Chapter 2. Setting Up Authentication Setting Up Direct Authentication to Hyperion Products Creating Users on the User Directory Creating Groups Migrating Users and Groups to Shared Services Security Instaing and Depoying Shared Services Identifying User Directories to Shared Services Setting Up SSO with SAP Enterprise Porta Nested SAP Groups Inheritance Poicy for Nested Groups Depoyment Locations Prerequisites Setting Up SSO from SiteMinder Specia Considerations Contents iii

4 Configuring the SiteMinder Poicy Server Configuring the SiteMinder Web Agent Enabing SiteMinder Authentication in Shared Services Other Procedures Using NTLM to Support SSO NTLM with UNIX Appication Environments Support for Mutipe NTLM Domains Chapter 3. User Management Consoe Launching User Management Consoe Overview of User Management Consoe Navigating in User Management Consoe Searching for Users, Groups, Roes, and Deegated Lists Chapter 4. Configuring User Directories Operations Reated to User Directory Configuration Using the Unique Identity Attribute to Hande Inter-OU Moves in LDAP-Enabed User Directories Panning the Migration to the Unique Identity Attribute Back Up Native Directory and Hyperion Product Repositories Migration Sequence Behavior During Migration Important Considerations When Using the Unique Identity Attribute Configuring Orace Internet Directory, MSAD, and Other LDAP-Enabed User Directories Configuring an SAP Provider Configuring an NTLM User Directory Configuring Reationa Databases as User Directories Testing User Directory Connections Editing User Directory Settings Deeting User Directory Configurations Managing User Directory Search Order Adding a User Directory to the Search Order Changing the Search Order Removing a Search Order Assignment Setting Goba Parameters Overriding Cache Refresh Interva for MSAD and other LDAP-Enabed User Directories Setting Timeout to Resove SAP Keystore Fie Connection Pooing iv Contents

5 Using Specia Characters Chapter 5. Working with Appications and Projects Overview Working with Projects Creating Projects Modifying Project Properties Deeting Projects Managing Appications Assigning Access Permissions to Appications Moving Appications Copying Provisioning Information Across Appications Deeting an Appication Chapter 6. Deegated User Management About Deegated User Management Hierarchy of Administrators Shared Services Administrators Deegated Administrators Enabing Deegated User Management Mode Creating Deegated Administrators Panning Steps User Accounts for Deegated Administrators Create a Deegation Pan Provisioning Deegated Administrators Creating Deegated Lists Modifying Deegated Lists Deeting Deegated Lists Viewing Deegated Reports Chapter 7. Managing Native Directory About Native Directory Instaation Location Defaut Users and Groups Starting Native Directory Starting Native Directory in Norma Mode Starting Native Directory in Debug Mode Stopping Native Directory Managing Native Directory Users Creating Users Contents v

6 Modifying User Accounts Deactivating User Accounts Activating Inactive User Accounts Deeting User Accounts Managing Native Directory Groups Creating Groups Modifying Groups Deeting Groups Managing Roes Creating Aggregated Roes Modifying Aggregated Roes Deeting Aggregated Roes Changing Native Directory root User Password Backing Up the Native Directory Database Best Practices Hot Backup Cod Backup Synchronizing Native Directory Database with the Shared Services Repository Recovering Native Directory Data Setting Up Native Directory for High Avaiabiity and Faiover Out of the Box Depoyment Cod Standby Depoyment Hot Standby Depoyment Migrating Native Directory Chapter 8. Managing Provisioning Provisioning Users and Groups Deprovisioning Users and Groups Generating Provisioning Reports Importing and Exporting Native Directory Data Overview Use Scenarios Move Provisioning Data Across Environments Manage Users and Groups in Native Directory Buk Provision Users and Groups Instaing the Import/Export Utiity Before Starting Import/Export Operations Sampe importexport.properties Fie Sequence of Operations vi Contents

7 Preparing the Property Fie Product Codes Considerations for Setting Fiters Prerequisites for Running Import/Export Utiity from a Remote Host Running the Utiity Import Fie format XML Fie Format CSV Fie Format Chapter 9. Using the Update Native Directory Utiity to Cean Stae Native Directory Data About the Update Native Directory Utiity Instaing the Update Native Directory Utiity Running the Update Native Directory Utiity Update Native Directory Utiity Options Update Native Directory Utiity Log Fies Product-Specific Updates Essbase Panning Financia Management Reporting and Anaysis Strategic Finance Chapter 10. Troubeshooting Shared Services Log Fies Troubeshooting Toos and Utiities CSSSpy WebDAV Browser Appendix A. Hyperion Product Roes Shared Services Roes Essbase Roes Reporting and Anaysis Roes Financia Management Roes Panning Roes Business Rues Roes Business Modeing Roes Strategic Finance Roes Transaction Manager Roes Performance Scorecard Roes Strategic Finance Roes Contents vii

8 Data Integration Management Roes Essbase Provider Services Roes Appendix B. Shared Services Roes and Permitted Tasks Appendix C. Essbase User Provisioning Launching User Management Consoe from Essbase Essbase Projects, Appications, and Databases in Shared Services Essbase Users and Groups in Shared Services Assigning Database Cacuation and Fiter Access Setting Appication Access Type Synchronizing Security Information Between Shared Services and Essbase Migrating Essbase Users to Shared Services Security Backing Up Security Information Appendix D. Reporting and Anaysis User Provisioning Launching User Management Consoe from Workspace Reporting and Anaysis Roes Reporting and Anaysis Roe Hierarchy Content Manager Branch Scheduer Manager Branch Sampe Roe Combinations Appendix E. Financia Management User Provisioning Assigning Users and Groups to Financia Management Appications Assigning User Access to Security Casses Setting Up E-mai Aerting Process Management Aerting Intercompany Transaction Aerting Running Security Reports for Financia Management Appications Migrating Financia Management Users to Shared Services Security Appendix F. Panning User Provisioning Launching User Management Consoe From Panning Returning to Panning From User Management Consoe Updating Users and Groups in Panning Migrating User and Group Identities Deprovisioning or Deeting Users and Groups Updating Users With a Utiity Roes in Panning Write Access to Data in Essbase viii Contents

9 Roes Between Panning and Business Rues Access Permissions Between Panning and Essbase About Connection Types and Panning Migrating Users to Shared Services Appendix G. Business Rues User Provisioning About Business Rues Security Launching User Management Consoe Business Rues User Roes Migrating Business Rues Users to Shared Services Security Appendix H. Performance Scorecard User Provisioning Launching User Management Consoe from Performance Scorecard Managing Permissions in Performance Scorecard Creating and Provisioning Users and Groups over Shared Services Access Permissions Before You Begin Creating a New User or Group Using Shared Services Assign Performance Scorecard Properties Individuay Assign Buk Properties in Performance Scorecard Migrating Performance Scorecard Users and Groups to Shared Services Security Appendix I. Business Modeing Roes and Tasks Administrator Buider End User Appendix J. Essbase Provider Services User Provisioning Provisioning the Administrator Roe in Shared Services Migrating Anaytic Provider Services Users to Shared Services Appendix K. Data Integration Management User Provisioning Authentication Methods Data Integration Management User Roes Gossary Index Contents ix

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11 1 About Hyperion Security In This Chapter Security Components...11 User Authentication...11 Provisioning (Roe-Based Authorization)...14 Security Components Hyperion appication security comprises two distinct and compementary ayers that contro user access and permissions: User Authentication on page 11 Provisioning (Roe-Based Authorization) on page 14 User Authentication User authentication enabes singe sign-on functionaity across Hyperion products by vaidating the ogin information of each user to determine authenticated users. User authentication, aong with product-specific authorization, grants the user access to Hyperion products. Authorization is granted through provisioning. Singe sign-on (SSO) is a session and user authentication process that permits a Hyperion product user to enter credentias ony once at the beginning of a session to access mutipe Hyperion products. SSO, which is requested at session initiation, eiminates the need to og in separatey to each Hyperion product to which the user has access. Authentication Components These components are used to support SSO: Security API on page 12 Native Directory on page 12 User Directories on page 12 Security Components 11

12 Security API The Security Appication Programming Interface (Security API) is the main interface to vaidate users and interpret user access to Hyperion products. It is a Java API that enabes Hyperion products to authenticate users against user directories configured in Orace's Hyperion Shared Services. It aso aows integration with a security agents such as Netegrity SiteMinder, and retrieva of users and groups based on names and identities. Each Hyperion appication impements the Security API to support user authentication. Native Directory Native Directory (OpenLDAP), an open source Lightweight Directory Access Protoco (LDAP)- enabed user directory, is bunded and configured with Shared Services. Native Directory functions: Used to maintain and manage the defaut Shared Services user accounts required by Hyperion products Is the centra storage for a Hyperion provisioning information because it stores the reationships between users, groups, and roes. Native Directory is accessed and managed using the User Management Consoe. Refer tochapter 7, Managing Native Directory for more information on provisioning users. User Directories User directories refer to any corporate user and identity management system compatibe with Shared Services. Hyperion products are supported on a arge number of user directories. These incude LDAP-enabed user directories, such as Sun Java System Directory Server (formery SunONE Directory Server) and Microsoft Active Directory, Windows NT LAN Manager (NTLM); SAP Provider; and custom-buit user directories that support LDAP version 3. In addition to Native Directory, which is automaticay configured for your environment, one or more user directories can be configured as the user information provider for Hyperion products. User directories used with Hyperion products must contain an account for each user who accesses Hyperion products. These users may be assigned to groups to faciitate provisioning. User Authentication Scenarios Singe Sign-on Directy to Hyperion Products on page 12 Singe Sign-on from Externa Systems on page 13 Singe Sign-on Directy to Hyperion Products Direct authentication connects Hyperion products to avaiabe user directories to verify the user name and password (credentias) entered on the Login screen. 12 About Hyperion Security

13 1. Using a browser, users access the Hyperion product ogin screen. They enter user names and passwords. The Security API impemented on the Hyperion product queries the configured user directories (incuding Native Directory) to verify user credentias. A search order is used to estabish the search sequence. On finding a matching user account in a user directory, the search is terminated and the user's information is returned to the Hyperion product. Access to Hyperion product is denied if a user account is not found in any of the user directories. 2. Using the retrieved user information, the Hyperion product queries Shared Services to obtain provisioning detais for the user. Provisioning detais are stored in Native Directory. On receiving provisioning information from Shared Services, the appropriate Hyperion product is made avaiabe to the user. At this point, SSO is enabed for a Hyperion products for which that user is provisioned. Access permissions within Hyperion products are determined by the provisioning information. Singe Sign-on from Externa Systems Hyperion products can be configured to accept pre-authenticated users from externa sources, such as Netegrity SiteMinder and SAP Enterprise Porta, to enabe SSO. In this scenario, Hyperion products use the user information provided by a trusted externa source to determine access permissions of users. SSO with SAP is supported by accepting an SAP ogon ticket. In this scenario, users defined in an SAP user directory can navigate between the SAP Porta and Hyperion products. If an SAP provider is configured, users can aso directy og on to Hyperion products using the user ID and password stored in the SAP system. The SAP provider creates the SAP ogon ticket to enabe SSO with SAP systems. User Authentication 13

14 1. Using a browser, users access the ogin screen of a web identity management soution (for exampe, SiteMinder) or SAP Enterprise Porta. They enter user names and passwords, which are vaidated against configured user directories to verify user authenticity. Hyperion products are aso configured to work with these user directories. When users navigate to a Hyperion product, information about the authenticated user is passed to Hyperion product, which accepts the information as vaid. If the user ogged on to SAP Porta, an SAP ogon ticket is passed to Hyperion product. The Security API impemented on Hyperion product decrypts the SAP ogon ticket using a specified SAP certificate. If the user ogged on to a web identity management soution, a custom HYPLOGIN HTTP header is passed to Hyperion product. 2. To verify user credentias, Hyperion product tries to ocate the user in one of the user directories based on the search order. If a matching user account is found, user information is returned to Hyperion product. 3. Using the retrieved user information, Hyperion product queries Shared Services to obtain provisioning detais for the user. On receiving user provisioning information from Shared Services, the Hyperion product is made avaiabe to the user. SSO is then enabed for a Hyperion products for which that user is provisioned. Provisioning (Roe-Based Authorization) Hyperion appication security determines user access to products using the concept of roes. A roe is a set of permissions that determines user access to product functions. Each Hyperion product provides severa defaut roes taiored to suit various business needs. Predefined roes from each Hyperion appication registered with Shared Services are avaiabe from User Management Consoe. These roes are used for provisioning. You may aso create additiona roes that aggregate the defaut roes to suit specific requirements. The process of 14 About Hyperion Security

15 granting users and groups specific access permissions to Hyperion resources is caed provisioning. Native Directory and configured user directories are sources for user and group information for the provisioning (authorization) process. You can browse and provision users and groups from a configured user directories from User Management Consoe. Provisioning data is stored in Native Directory. You can aso use appication-specific aggregated roes created in Native Directory in the provisioning process. This iustration depicts a broad overview of the authorization process: 1. After a user is authenticated, Hyperion product queries the user directories to determine the user's groups. 2. Hyperion product uses the group and user information to retrieve the user's provisioning data from Shared Services. The product uses this data to determine resources that a user can access. Product-specific provisioning tasks, such as setting product-specific access contro, are competed from each product. This data is combined with provisioning data to determine the product access for users. Roe-based provisioning of Hyperion products uses these concepts. Roes A roe is a construct (simiar to access contro ist) that defines the access permissions granted to users and groups to perform functions on Hyperion resources. It is a combination of resource or resource types (what users can access; for exampe, a report) and actions that users can perform on the resource (for exampe, view and edit). Access to Hyperion appication resources is restricted; users can access them ony after a roe that provides access is assigned to the user or to the group to which the user beongs. Access restrictions based on roes enabe administrators to contro and manage appication access. Provisioning (Roe-Based Authorization) 15

16 Goba Roes Goba roes are Shared Services roes that enabe users to perform certain tasks within the User Management Consoe. See Appendix B, Shared Services Roes and Permitted Tasks for a compete ist of Shared Services goba roes. Administrator The Administrator roe provides contro over a products that integrate with Shared Services. It enabes more contro over security than any other Hyperion product roes and shoud therefore be assigned sparingy. Administrators can perform a administrative tasks in User Management Consoe and can provision themseves. This roe grants broad access to a appications registered with Shared Services. The Administrator roe is, by defaut, assigned to the admin Native Directory user, which is the ony user avaiabe after you depoy Shared Services. This user account is initiay used to create accounts for other administrators. For exampe, the Shared Services Administrator assigns other administrative users either the Directory Manager or Provisioning Manager roe (a productspecific roe assigned for individua appications). In turn, these users manage genera user access to appications. Directory Manager Users who are assigned the Directory Manager roe can create and manage users and groups within Native Directory. Do not assign to Directory Managers the Provisioning Manager roe because combining these roes aows Directory Managers to provision themseves. If a user is assigned the Provisioning Manager roe for an Orace's Hyperion Essbase System 9 appication as we as the Directory Manager roe, this user can create a new user, assign the user any roe within the Essbase appication, and og in as the new user, thereby granting persona access to the Essbase appication. The recommended practice is to grant one user the Directory Manager roe and another user the Provisioning Manager roe. Project Manager Users who are assigned the Project Manager roe can create and manage projects within Shared Services. LCM Manager Users who are assigned the LCM Manager roe can execute the Artifact Life Cyce Management Utiity to promote artifacts and data across product environments and operating systems. 16 About Hyperion Security

17 Predefined Roes Predefined roes are buit-in roes in Hyperion products. You cannot deete these roes from the product. Predefined roes are registered with Shared Services during the appication registration process. Aggregated Roes Aggregated roes are custom roes that aggregate mutipe product roes within a Hyperion product. An aggregated roe consists of mutipe roes, incuding other aggregated roes. For exampe, a Shared Services Administrator or Provisioning Manager can create a roe for Panning that combines the Panner and View User roes into an aggregated roe. Aggregating roes can simpify the administration of products that have a arge number of granuar roes. You cannot create an aggregated roe that spans products, and you cannot incude goba Shared Services roes in aggregated roes. Aggregated roes are aso known as custom roes. Users User directories store information about the users who can access Hyperion products. Both the authentication and the authorization processes utiize user information. You can ony create and manage Native Directory users from User Management Consoe. Users from a configured user directories are visibe from User Management Consoe. These users can be individuay provisioned to grant access rights on the Hyperion products registered with Shared Services. Hyperion does not recommend the provisioning of individua users. Groups Groups are containers for users or other groups. You can create and manage Native Directory groups from User Management Consoe. Groups from a configured user directories are dispayed in User Management Consoe. You can provision these groups to grant permissions for Hyperion products registered with Shared Services. Provisioning (Roe-Based Authorization) 17

18 18 About Hyperion Security

19 2 Setting Up Authentication In This Chapter Setting Up Direct Authentication to Hyperion Products...19 Setting Up SSO with SAP Enterprise Porta...21 Setting Up SSO from SiteMinder...25 Using NTLM to Support SSO...28 Setting Up Direct Authentication to Hyperion Products The security environment of Hyperion products comprises two compementary ayers: authentication and authorization. Setting up Hyperion security to authenticate users directy invoves severa broad procedures. See detais in ater sections. Creating Users on the User Directory on page 19 Creating Groups on page 20 Migrating Users and Groups to Shared Services Security on page 20 Instaing and Depoying Shared Services on page 20 Identifying User Directories to Shared Services on page 20 Creating Users on the User Directory The security environment of Hyperion products requires that user credentias be checked against a user directory as a part of the authentication process. This requirement mandates that each Hyperion appication user have an account on the user directory. A unique user identifier (typicay the user name) defined on the user directory is the foundation on which Hyperion appication security is buit. In most depoyment scenarios, existing user directories (with user accounts) are used to support user authentication. For information on creating user accounts, see vendor documentation. See Creating Users on page 81 for information on creating Native Directory users. Setting Up Direct Authentication to Hyperion Products 19

20 Creating Groups User accounts on user directories can be granted membership to groups based on common characteristics such as the user function and geographica ocation. For exampe, users can be categorized into groups such as Staff, Managers, Saes, and Western_Saes based on their function within the organization. A user can beong to one or more groups on the user directory, which is an important consideration in faciitating the provisioning process. The procedures to create groups and assign group membership vary depending on the user directory being used. For information on creating groups and assigning group membership, see vendor documentation. See Managing Native Directory Groups on page 84 for information on creating Native Directory groups. Migrating Users and Groups to Shared Services Security If you are upgrading Hyperion products from a reease that did not support provisioning, you must migrate users and groups from the products to Shared Services. You can migrate users who were authenticated through native product security or through an externa directory in that reease. Each product has a migration too that enabes you to migrate user, group, and roe information from Hyperion products to Shared Services. For migration information, see the appropriate product appendix at the end of this guide. After migrating users, you can provision users or groups as needed. See Chapter 8, Managing Provisioning for detais. Instaing and Depoying Shared Services See Hyperion Shared Services Instaation Guide for information about instaing Shared Services and depoying it to an appropriate appication server. Identifying User Directories to Shared Services The Shared Services instaation and depoyment process sets up and configures Native Directory as the defaut user directory for Hyperion products. Each additiona user directory that you use to support user authentication and SSO must be configured separatey using User Management Consoe. During the user directory configuration process, you assign the search order for each user directory. This order determines the sequence in which the authentication process searches within configured user directories to ocate the user account that matches the user ogin credentias. By defaut, Hyperion appication security is configured to terminate the search process when a matching user account is found. If you are using mutipe user directories, Hyperion recommends that user accounts be normaized across user directories. Information on configuring user directories: Configuring Orace Internet Directory, MSAD, and Other LDAP-Enabed User Directories on page Setting Up Authentication

21 Configuring an SAP Provider on page 46 Configuring an NTLM User Directory on page 49 Setting Up SSO with SAP Enterprise Porta Hyperion products hande SSO to SAP Enterprise Porta by issuing an SAP ogon ticket. This action enabes users who og in to Hyperion products to navigate seamessy to SAP appications. The iustrated concept: 1. When a user ogs in to Hyperion products, the Security API impemented on the product authenticates the user against configured user directories, incuding Native Directory. Hyperion product issues a Hyperion ogon token, which enabes SSO to Hyperion products. The Hyperion ogon token contains an SAP ogon ticket. Note: For SSO with SAP to work, you must configure SAP as vaid provider on Shared Services. 2. When the user subsequenty navigates to the SAP system or uses an SAP data source, the SAP ogon ticket contained in the Hyperion token is passed to SAP to enabe SSO. At this point, the SAP system assumes the responsibiity to vaidate the credentias in the SAP ogon ticket. Hyperion products hande SSO from SAP Enterprise Porta by accepting an SAP ogon ticket. This action enabes users who og in to SAP Enterprise Porta to navigate seamessy between SAP and Hyperion products. The iustrated concept: Setting Up SSO with SAP Enterprise Porta 21

22 1. When a user ogs in to SAP Enterprise Porta, SAP authenticates the user against the SAP provider and issues an SAP ogon ticket. SSO to SAP is enabed at this time. 2. The user navigates to a Hyperion product. The SAP ogon ticket is passed to the Hyperion product, which decrypts the SAP ogon ticket using a SAP certificate stored on the Shared Services server machine to retrieve the user name. 3. Accepting the user name, retrieved from the SAP ticket, as a vaid, the Hyperion product queries user directories to determine the user's groups. The SAP provider must be configured as a user directory in Shared Services for this process to work. 4. Using the group information, Hyperion product gets the provisioning information for the user from Shared Services. Assumptions in both scenarios: If using a non-sap corporate directory, the corporate user directory used by SAP Enterprise Porta is supported by Shared Services. See Hyperion Instaation Start Here for a ist of supported user directories. Users accounts and groups are aready defined on the corporate user directory. The corporate user directories are configured to work with Shared Services. Users and groups are provisioned to access Hyperion products. Nested SAP Groups After configuring an SAP user directory, avaiabe SAP users and groups are dispayed in User Management Consoe. Shared Services considers the SAP roes to be the equivaents of groups created by any corporate directory server. Each roe from the SAP user directory is dispayed as a distinct group in User Management Consoe. Shared Services, however, does not retrieve the reationships that exist between simpe and composite roes within the SAP user directory. If needed, nested groups can be created in Native Directory to mimic the reationship that existed between the simpe and composite roes in the SAP user directory. 22 Setting Up Authentication

23 Inheritance Poicy for Nested Groups If you use nested groups from Native Directory to mimic nested SAP groups for provisioning, the component groups inherit the roes assigned to the nested group. The iustrated concept: In addition to the roes assigned directy to it, each component roe (for exampe, Group2) inherits a the roes assigned to the nested group (Roe8 and Roe9 in the iustration). For exampe, the roe assignment of Group1 in the iustration is Roe1, Roe8, and Roe9. The nested group does not inherit the groups assigned to component groups. Depoyment Locations Depoyment ocation conventions: <Hyperion_Home> denotes the root directory where Hyperion products are instaed. The ocation of this directory is specified during the instaation process. For exampe: C:\Hyperion (Windows) /vo1/hyperion (UNIX) <HSS_Home> denotes the Shared Services root directory. For exampe: C:\Hyperion\depoyments\<App_Server_Name>\SharedServices9 (Windows) /vo1/hyperion/depoyments/<app_server_name>/sharedservices9 (UNIX) Prerequisites A SAP systems within the SAP andscape must be set up for singe sign-on with the SAP ogin ticket. User names must be normaized across the SAP andscape so that a user name in one SAP system refers to the same user across a SAP systems. See the SAP documentation for more information. Copy or downoad the SAP JCo binaries (.d fies for Windows and shared ibraries for UNIX) into <Hyperion_Home>/common/SAP/bin directory. For exampe: /vo1/hyperion/common/sap/bin(unix) C:\Hyperion\common\SAP\bin (Windows). These binaries are avaiabe in your SAP distribution. Registered SAP users may aso downoad them from the SAP Web site https://service.sap.com/connectors. Setting Up SSO with SAP Enterprise Porta 23

24 Copy or downoad the SAP JCo archives (.jar fies) into <Hyperion_Home>/common/ SAP/ib directory. For exampe: /vo1/hyperion/common/sap/ib (UNIX) C:\Hyperion\common\SAP\ib (Windows) These binaries are avaiabe in your SAP distribution. Registered SAP users may aso downoad them from the SAP Web site https://service.sap.com/connectors. Copy or downoad the foowing SAP ibraries into <Hyperion_Home>/common/SAP/ ib directory. For exampe, /vo1/hyperion/common/sap/ib (UNIX) C:\Hyperion\common\SAP\ib (Windows) These ibraries are required to verify the SAP SSO ogon ticket provided to Hyperion products. You can extract these ibraries from the fie system of any SAP J2EE Engine 6.30 or ater reease. Or extract them from Enterprise Porta EP60 SP2 or ater by searching through the SDA fies containing ibraries. This step is required ony if Hyperion products are pugged into SAP Enterprise Porta. m m m m m m com.sap.security.core.jar com.sap.security.api.jar sapjco.jar sap.ogging.jar iaik_jce.jar iaik_jce_export.jar (if using the export version of the IAIK-JCE ibraries) Expand the contents of each of the SAP jar fies by running the expodejar.bat (Windows) or expodejar.sh (UNIX) fie avaiabe in the <Hyperion_Home>/common/ SAP/ib directory. Using User Management Consoe, configure the SAP provider for Shared Services. See Configuring an SAP Provider on page 46 for detaied information. If you are providing SSO to Hyperion products from SAP Enterprise Porta, insta the SAP Digita Certificate (SAP X509 certificate) in a convenient ocation. Hyperion recommends that this certificate be instaed in the foowing directory where the CSS.xm fie is stored: <HSS_Home>/config. For Exampe: C:\Hyperion\depoyments\WebLogic9\SharedServices9\config (Windows) /vo1/hyperion/depoyments/weblogic9/sharedservices9/config (UNIX) Using User Management Consoe, provision SAP users and groups to provide them appropriate access rights to Hyperion products. See Chapter 8, Managing Provisioning for detaied information. 24 Setting Up Authentication

25 Setting Up SSO from SiteMinder Hyperion products can be integrated with Web access management soutions such as Netegrity SiteMinder to provide SSO to Hyperion products. Where SSO from SiteMinder is accepted, Hyperion products trust the authentication information sent by SiteMinder regarding the protected resources on the user directory. The iustrated concept: 1. When a user ogs in to SiteMinder to access Hyperion products, SiteMinder presents a ogin screen. SiteMinder forwards the user credentias to the SiteMinder Poicy Server, which authenticates users against configured user directories. 2. If the user is authenticated, the SiteMinder Poicy Server grants access to Hyperion products and passes a SiteMinder token that has HYPLOGIN HTTP header appended to it. HYPLOGIN is configured to SM_USERLOGINNAME parameter in SiteMinder. Note: In SiteMinder Version 6, configure HYPLOGIN to use SMUSER parameter. HYPLOGIN is a header that you must create to support SiteMinder integration with Hyperion products. See SiteMinder documentation for information on configuring HYPLOGIN HTTP header to carry the user name of the authenticated user. 3. The Security API impemented on the Hyperion product parses the HYPLOGIN HTTP header and vaidates the user against the user directories configured on Shared Services. 4. Hyperion product checks Shared Services for the user's provisioning information. Based on the provisioning information, the Hyperion product provides access to the user. To enabe SSO, SiteMinder and Shared Services must be configured to use the same set of user directories. Aso, the user directories configured in Shared Services must be set up to support security agent for singe sign on. See Setting Goba Parameters on page 56 for detais. The SiteMinder enabed SSO, genera overview: Setting Up SSO from SiteMinder 25

26 The foowing SiteMinder security agents are tested and supported for SSO with Hyperion products: SiteMinder Poicy Server 5.5 SP 2 SiteMinder Web Agent 5.5 SP 2 Note: The corporate user directories configured with Shared Services must be trusted when SSO from SiteMinder is enabed. This is because Shared Services does not store a password in the token when a security agent is used. Specia Considerations SiteMinder is a Web ony soution. Desktop appications and their addins (for exampe, Microsoft Exce and Report Designer) cannot use authentication through SiteMinder. Hyperion products are supported ony on NTLM and LDAP-enabed user directories (incuding MSAD). Configuring the SiteMinder Poicy Server A SiteMinder administrator must configure the poicy server to enabe SSO to Hyperion products. 26 Setting Up Authentication

27 The configuration process: Setting up protection for the Web resources of Hyperion products. Configuring a response that adds a custom HTTP header to make the user ogin name avaiabe to Hyperion appications. The header must incude the parameter HYPLOGIN and must contain the ogin name of the authenticated user. See the Responses and Response Groups topic in the Netegrity Poicy Design Guide for detaied information. For exampe, if you use cn from an LDAP enabed user directory as the ogin name attribute in the configuration fie, the HYPLOGIN parameter shoud carry the vaue of the cn attribute, which is the ogin name of the authenticated user. SiteMinder administrators can aso configure the header to SM_USERLOGINNAME (SMUSER for SiteMinder version 6), the user name specified by the user during ogon. Configuring the SiteMinder Web Agent The Web agent is instaed on a Web server that intercepts requests for Hyperion appication Web resources, such as JSPs, ASPs, and HTML fies on the appication server. If these Web resources are protected, the Web agent issues a chaenge to unauthenticated users. When a user is authenticated, the poicy server adds HYPLOGIN, which carries the ogin name of the authenticated user. Thereafter, the HTTP request is passed on to the Web resources of the Hyperion appication, and the ogin name is extracted from headers. SiteMinder supports SSO across Hyperion products running on heterogeneous Web server patforms. If Hyperion products use different Web servers, you must ensure that the SiteMinder cookie can be passed among Web servers within the same domain. You do this by specifying the appropriate Hyperion appication domain as the vaue of the Cookiedomain property in the WebAgent.conf fie of each Web server. See the Configuring Web Agents chapter in the Netegrity SiteMinder Agent Guide. Note: Because Shared Services uses basic authentication to protect its content, the Web server that intercepts requests to Shared Services shoud enabe basic authentication to support SSO with SiteMinder. Enabing SiteMinder Authentication in Shared Services Integration with SiteMinder requires that you enabe SiteMinder Authentication in Shared Services. This can be done from User Management Consoe or by editing the CSS.xm fie. This fie is ocated in <HSS_Home>/config. For exampe: C:\Hyperion\depoyments\WebLogic9\SharedServices9\config (Windows) /vo1/hyperion/depoyments/weblogic9/sharedservices9/config (UNIX) ä To enabe SiteMinder authentication: 1 In Shared Services, configure the user directories that SiteMinder use to authenticate users. See the foowing topics: Setting Up SSO from SiteMinder 27

28 Configuring Orace Internet Directory, MSAD, and Other LDAP-Enabed User Directories on page 40 Configuring an NTLM User Directory on page 49 2 Seect the Support for Security Agent for Singe Sign-oncheck box to specify that the user directories are used to support SSO from security agents such as SiteMinder. See Setting Goba Parameters on page 56. Other Procedures You must perform these tasks, if not aready competed: Using User Management Consoe, configure the corporate directories used by SiteMinder. See Chapter 4, Configuring User Directories. Using User Management Consoe, provision the users and groups to grant appropriate access to Hyperion products. See Chapter 8, Managing Provisioning. Using NTLM to Support SSO Shared Services aows you to configure Windows NT LAN Manager (NTLM) as a user directory to support SSO. Refer to Configuring an NTLM User Directory on page 49 for information on configuring the NTLM user directory. Under these conditions, you must perform prerequisite steps to support SSO using NTLM: NTLM user directory is to be used to authenticate and provision users where Shared Services and Hyperion products are running in a UNIX environment. In this scenario, Hyperion Remote Authentication Modue must be depoyed on the Windows domain that contains the user accounts. Shared Services and Hyperion products are running in a Windows environment, but users are in Windows NTLM domains that are not trusted on the domain where the Shared Services host machine is instaed. The prerequisite for this scenario is that you depoy Hyperion Remote Authentication Modue on each domain that is not trusted by the domain where Shared Services host machine is instaed. Do not impement Hyperion Remote Authentication Modue if a users beong to the NTLM domain where the Shared Services host machine is instaed or if a trust reationship is estabished between the domain where the Shared Services host machine is instaed and the NTLM domains to which users beong. NTLM with UNIX Appication Environments The foowing iustration depicts how the Hyperion Remote Authentication Modue enabes communication between NTLM and Shared Services running in a UNIX environment. 28 Setting Up Authentication

29 The Shared Services configuration fie (CSS.xm) resides on the appication server, as do the Hyperion appication binaries. For NTLM connectivity, you aso need NTLM support ibrary fie (css-9_3_0.d) on the machine that hosts Hyperion Remote Authentication Modue in the NTLM domain. The NTLM Primary Domain Controer and the Hyperion Remote Authentication Modue can be on a Windows 2000 or Windows 2003 server. Hyperion does not recommend, however, that you combine the Hyperion Remote Authentication Modue with the NTLM Primary Domain Controer on the same server. The Hyperion Remote Authentication Modue host machine needs to be in the same domain as the NTLM Primary Domain Controer. Support for Mutipe NTLM Domains Hyperion Remote Authentication Modue enabes a Hyperion product to authenticate users beonging to other NTLM domains that are not trusted by the domain on which Shared Services is instaed. The foowing iustration depicts how users spread across mutipe NTLM domains can be given access to Hyperion products depoyed in a Windows environment: Using NTLM to Support SSO 29

30 30 Setting Up Authentication Without the Hyperion Remote Authentication Modue, the ony way to use mutipe NTLM domains for Hyperion products is to estabish trust reationships between the Shared Services host machine's domain and the NTLM domains where user accounts are avaiabe.

31 Each NTLM domain is configured separatey on Shared Services as a user provider. See Configuring an NTLM User Directory on page 49 for detaied procedures. Using NTLM to Support SSO 31

32 32 Setting Up Authentication

33 3 User Management Consoe In This Chapter Launching User Management Consoe...33 Overview of User Management Consoe...34 Navigating in User Management Consoe...34 Searching for Users, Groups, Roes, and Deegated Lists...34 Launching User Management Consoe Launch User Management Consoe using one of the foowing methods: Using a browser and connecting to the User Management Consoe URL On Windows, navigating Start > A Programs > Hyperion > Foundation Services > User Management Consoe From a Hyperion product interface ä To aunch User Management Consoe by connecting to a URL: 1 Using a browser, access the foowing URL: In the URL, <server_name> indicates the name of the computer where the appication server that hosts Shared Services is running and <port_number> indicates the server port that Shared Services is using; for exampe, Note: Pop-up bockers may prevent User Management Consoe from opening. 2 On the Logon screen, type your user name and password. Initiay, the ony user who can access User Management Consoe is admin (defaut password for admin is password). 3 Cick Log On. Note: Vaid SAP users may get a CSSAuthenticationException error message during og on if the SAP account is ocked. Contact your SAP Administrator to unock the account. Launching User Management Consoe 33

34 If you receive Java Virtua Machine (JVM) errors in User Management Consoe whie using Microsoft Internet Exporer, ensure that your Internet Exporer instaation incudes Microsoft XML parser (MSXML) version 4. MSXML is bunded with Internet Exporer 6.0. To verify that you have the correct MSXML, check that the foowing fie exists: c:\winnt\system32\msxm4.d If this fie is missing, insta Internet Exporer 6.0 or ater. Overview of User Management Consoe User Management Consoe comprises an Object Paette and task tabs. When you og in for the first time, the User Management Consoe dispays the Object Paette and a Browse tab. The Object Paette is a navigation frame where you can choose objects (such as, user directories, users, groups, projects, and appications). Typicay, the detais of your current seection in the Object Paette are dispayed in the Browse tab. Additiona task tabs open as needed depending on the task that you perform; for exampe, a Report tab when you generate a report, or a Configure tab when you configure a user directory. Depending on the current configuration, User Management Consoe ists your existing objects user directories, projects, and unassigned appications on the Object Paette. You can expand these object istings to view detais. For exampe, you may expand the User Directories object to view a ist of a currenty configured user directories. You may aso search configured user directories for users and groups. A context-sensitive menu, accessibe by right-cicking an object, is associated with some objects on the Object Paette. Navigating in User Management Consoe When performing actions on objects in the Object Paette, you can right-cick an object to access a context-sensitive menu. These menu options change dynamicay, depending on what you seect. The commands dispayed on the right-cick menu are aso avaiabe on a menu from the menu bar. Buttons representing currenty enabed menu options are dispayed on the toobar. Note: Because Native Directory is administered from User Management Consoe, some menu options avaiabe in the context-sensitive menu for Native Directory are not avaiabe for other user directories. Searching for Users, Groups, Roes, and Deegated Lists User Management Consoe enabes searching for users and groups from configured user directories and for appication roes registered with Native Directory. 34 User Management Consoe

35 When searching for users in Native Directory, you can search for a users, active users, or inactive users. Search boxes that are dispayed on the Browse tab refect the search context based on the seection in the Object Paette. ä To search for users, groups, roes or deegated ists: 1 In the Object Paette, expand User Directories. 2 Expand the user directory to search. Roes are avaiabe ony in Native Directory. 3 To search for users: a. Right-cick Users. b. Seect a search context (A, Active, or Inactive). Appropriate search boxes are dispayed on the Browse tab. Note: You can seect a search context ony if you are searching within Native Directory. c. Enter the search string and cick Search. Use an asterisk (*) as the widcard in pattern searches. Aternativey, cick Show A to ist a users. A ist of users is dispayed on the Browse tab. 4 To search for groups or roes: a. Seect Groups or Roes. Appropriate search boxes are dispayed on the Browse tab. Note: Shared Services considers Orace and SQL Server roes as the equivaents of groups in user directories. Orace roes can contain other roes creating a hierarchy of roes. Shared Services does not dispay the reationships between database roes in the search resuts but honors them during the provisioning process. SQL Server roes cannot be nested. Because DB2 does not support roes, Shared Services does not dispay groups if you seect a DB2 database provider. b. For Name, type the Search string and cick Search. Use an asterisk (*) as the widcard in pattern searches. Aternativey, cick Show A to ist a groups or roes. A ist of groups or roes is dispayed on the Browse tab. 5 To search for deegated ists: a. Seect Deegated Lists. Appropriate search boxes are dispayed on the Browse tab. b. For List Name, type the Search string and cick Search. Use an asterisk (*) as the widcard in pattern searches. Aternativey, cick Show A to ist a ists. A ist of matching deegated ists is dispayed on the Browse tab. Searching for Users, Groups, Roes, and Deegated Lists 35

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