Verifying synchronization

Verify that groups, users, and roles exist as expected in the Cognos namespace.

About this task

To verify synchronization, complete the following steps.

Procedure

  1. In Cognos Connection, select Launch > Cognos Administration.
  2. On the Security tab, click Users, Groups, and Roles.
  3. Select the namespace you created.
  4. Click the Groups folder and verify that groups have synchronized correctly, as follows:
    • Verify that the following three default groups are present and that they have the expected members:
      • EMM_Report_System_Admin_User

        Users with the ReportsSystem role in HCL® Marketing Software are members of this group.

      • EMM_Report_User_Role_Users

        Users with the ReportsUser role in HCL Marketing Software are members of this group.

      • EMM_Report_Access_All_Users

        Users with the ReportsUser role in HCL Marketing Software are members of this group.

    • Verify that the groups you specified in the ReportSecurityConfig.properties file are present and that they have the expected members.
  5. Click the Users folder and verify that all users with the ReportsSystem or ReportsUser role in Marketing Platform are listed in this folder.
    Attention: Users who are granted report permissions through group membership appear in Cognos after they access reports in HCL Marketing Software. Also, new users are listed after Cognos is restarted or after the user accesses reports in HCL Marketing Software.
  6. Click the Roles folder and verify that the expected role members are present, as follows:
    • All users with the ReportsSystem role in Marketing Platform have the Reports_System_Role in Cognos.
    • All users with the ReportsUser role in Marketing Platform have the Reports_User_Role in Cognos.