Overview of administrative roles in PerformancePoint Planning

PerformancePoint Planning Server includes four predefined administrative roles: Global Administrator, Data Administrator, Modeler, and User Administrator. Each role enables its members to perform a specific set of tasks within a specific scope.

In general, Global Administrators manage system-wide tasks, such as creating an entire application site. Data Administrators and Modelers create models, the dimensions that structure data, and the processes that work with data. They also create a security structure for the application site, by creating roles that control access to the site and its processes. User Administrators bring all this into day-to-day business by assigning people to the security roles.

In this article

Global Administrator

Data Administrators

Modeler

User Administrators

Global Administrator

Global Administrators (GA) have system scope. That is, they have full control over system-wide applications, model sites, and model data in a Planning Server deployment.

However, the GA role cannot perform any model-level tasks, such as opening a model or running a job, unless the user in the GA role also belongs to another administrator role, such as Modeler. A user who belongs only to a GA role can open PerformancePoint Planning Business Modeler exactly once, to create the first application. To connect to Planning Server from the Planning Business Modeler user interface, a GA user must also belong to another administrative role.

Planning Server automatically creates the first GA by adding the person who installs the system to the GA role. After the system is installed, this person can then assign other users to GA roles, and create User Administrator (UA) roles to manage other types of users in the system.

Note: A GA cannot create a Modeler role or a Data Administrator role; only a User administrator can create those roles.

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Data Administrators

Members of the Data Administrator role use Planning Business Modeler as the primary tool for data integration tasks. A Data Administrator can perform the following tasks:

In addition, a Data Administrator can create a business user role, and then configure permissions for that role. For more information, see one or more of the following articles:

Users who are assigned to the Data Administrator role have unrestricted Read and Write access to all business data within their scope. This is true even if they also belong to another business role that has restricted settings.

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Modeler

Typically, members of the Modeler role have both the technical and business expertise to perform modeling tasks. Within a designated scope (application or model site), members of the Modeler role can create or modify a variety of elements in Planning Business Modeler:

  • Models and model properties, assumption models, and model-to-model associations

  • Dimensions, and dimension member sets, members, and properties

  • Business rules and Calculation Rule jobs

  • Workflow process cycles and user assignments

  • Business rules for financial processing, and financial process jobs, including: Shares Calculation jobs, Currency Translation jobs, Intercompany Reconciliation jobs, and Consolidation jobs

Note: A user in the Modeler role cannot run Data Load, Data Export, or Data Movement jobs.

In addition, a Modeler can create a business user role, and configure permissions for that role. For more information, see one or more of the following topics:

Users who are assigned to the Modeler role have unrestricted Read and Write access to all business data within their scope (application or model site). This is true even if they belong to another business role that has restricted settings. A Modeler who has model site scope cannot create or run business rules that reference other model sites. To create or run rules that reference models across model sites, the Modeler must be a member of the Modeler role in all associated model sites.

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User Administrators

Typically, members of the User Administrator role are executive administrators and business analysts. Members of the User Administrator role can do the following tasks in Planning Business Modeler:

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