Before you set up security for Visual KPI Sites, Interfaces and the Visual KPI Designer, you must enable security in Microsoft Internet Information Services (or IIS Manager for Windows). You’ll need to do this for each virtual directory to which you want to edit permissions.
You must enable security for each Visual KPI website and each Visual KPI Designer. You can enable security for Interfaces, but it’s not usually necessary.
Note: Before you start this process, decouple directory inheritance.
Every Visual KPI instance has two types of users:
- Read-only users of the Visual KPI website
- Read/write users of the Visual KPI Designer
We are concerned about security at three different levels:
- The interfaces-the parent directory of the interfaces (data sources)
- WebService (Designer)
- Visual KPI Server instance (website)
Setting Open or Secure access
You can either allow open access in which anyone can access each server, or you can set security, which requires users to authenticate with a username and password.
For open access:
- In IIS Manager, click the virtual directory for which you want to set authentication.
- Right-click Authentication in the Home panel and select Open Feature to open the Authentication panel.
- Enable Anonymous Authentication
- Enable Windows Authentication
To set secure access:
- In IIS Manager, click the virtual directory for which you want to set authentication.
- Right-click Authentication in the Home panel and select Open Feature to open the Authentication panel.
- Disable Anonymous Authentication
- Enable Windows Authentication
Learn more about Visual KPI Security, and see the security Quickstart with an overview of all steps.
See the complete guide from Microsoft for configuring security in IIS Manager.