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Logging in and out of MicroStrategy Web

Logging in and out of MicroStrategy Web
Selecting a project to which to connect
Logging in to a project
Changing projects
Viewing the status and details of a project
Logging in as a guest user

Changing your password
Logging out of a project
Specifying logout preferences
How cookies hold login information

Logging in and out of MicroStrategy Web
To work within a project using MicroStrategy Web, you must first log in using the following credentials. This is the standard service mode the MicroStrategy security subsystem uses to protect your private data from exposure to unauthorized individuals.

  • user name
  • password

Note: Passwords are case-sensitive.

When you enter your user name and password in the Login box in MicroStrategy Web, MicroStrategy Intelligence Server attempts to authenticate you as an authorized user of the system.

Selecting a project to which to connect
The MicroStrategy Web project selection page lists all the active projects made available to you by your administrator.

Depending on how MicroStrategy Web has been configured, you will either:

  • See all projects before you log in (even projects that you might not have access to, since the system does not know who you are yet). In this case you will be prompted to log in after you select a project.
  • See a login prompt right away. In this case, Web will use those credentials (user name and password, Windows security, Guest User, etc.) to find out all of the projects that you have access to, and will show those after you log in. Then when you select a project, you won't be prompted to log in again (since you are already logged in).

To select a project to which to connect:

You can select a project in which to work, or switch to a new project from the current project.

  1. Click the Home icon at the top left of the page. The project selection page opens.
  2. Choose the project directly from the list on the main screen of the project selection page.

Note: You may have to re-enter your login credentials to gain access to another project.

For more information on logging in and out of projects, see Log in - log out - security.

Logging in to a project
To work within a specific project, you must first log into it using your login credentials. Your login credentials allow you to access a project and also entitle you to a specific set of privileges determined by your administrator.

To log in to a project:

  1. In the Login page, enter your user name.
  2. Enter your password. Your administrator may have provided you with one or more authentication types to use to log in to MicroStrategy Web. If so, choose an authentication type in the area below the user name and password fields, if any of the following options are displayed.
    For more information, contact your administrator.
    • Standard Authentication (user name and password)
    • LDAP Authentication
    • Database authentication
    • Windows authentication
    • Guest user. For information on logging in as a guest user, see Logging in as a guest user.
  3. Click Login.

Notes:

  • Upon login, or when you access a project, you may receive a message that your password has expired. To help keep passwords secure, the administrator can ensure that users change their passwords periodically. If this happens, you will see a link to change it.
  • A Save my password check box may appear below the login fields, depending on how the system is configured. Select this check box if you want to bypass the login page the next time you select a new project. Your login information will be saved in a cookie, and the information will be automatically retrieved when you select a new project. If the information matches a valid login for a user on the project, you will be logged in. If the information does not match, the login page will be displayed. For information about cookies, see How cookies hold login information.

Changing projects
You can do either of the following:

  • Log out of the current project and into another one
  • Switch between projects while being logged into one or more projects

You may want to log out of the current project and log into another project. To do so, perform the following steps.

To log out of a project and log in to another project:

  1. In MicroStrategy Web, click Logout. You are disconnected from all projects you are logged in to and directed to the project selection page.
  2. Click the project to which to connect. You are required to enter your login credentials to access the new project.
  3. Enter your login credentials.
  4. Click Login to log into the project.

You can change from one project to another without having to log out of the project with which you are currently working. If you are connected to multiple projects and want to select a different one, perform the following steps.

To switch between projects:

  1. Click the Home icon at the top left of the page.
  2. Select any of the available projects. Depending on the specific project, you may or may not need to reenter your login credentials to gain access to it.

Viewing the status and details of a project
The status of each project is displayed on the project home page when you log in. This information is available in the Project Status section below each project and allows your system administrator to display messages about the selected project.

Note: The system administrator can enable or disable this option, and can also choose its location, at the top or bottom of the Web page.

Logging in as a guest user
You can log in to MicroStrategy Web as an anonymous guest user if the administrator has enabled this option.

When you log in as a guest, you have access to only those functions assigned by the administrator for the guest account, and all modifications and jobs are saved only at the session level. For example, you will not be able to save any reports or changes you make to reports.

When you terminate your Web session, MicroStrategy Intelligence Server releases all data associated with the session.

To log in as a guest user:

  1. Select a project to which to connect.
  2. Click Guest User on the project login page. You are logged in to the project as a guest.

Note: The ability to log in as a guest may be disabled in Web. A Web administrator can change this preference in the Security section of Project Defaults. Contact your administrator for more information.

Changing your password
You can change your password at any time in the User Preferences, if your administrator has given you the necessary privileges to do so.

To change your password:

  1. Click the Preferences link to access the User Preferences.
  2. Click the Change password link on the left.
  3. Provide the necessary information in the following order:
    • Old password: Enter your old password (the password you are changing).
    • New password: Enter your new password.
    • New password verification: Enter your new password again (to ensure you have entered
      your new password correctly).
  4. Click Change Password to apply your changes. The next time you log in to MicroStrategy Web, you can use your new password.

Logging out of a project
You can log out of your current project at any time. After you log out of a project, you can log in to another project or simply close MicroStrategy Web.

To log out of a project:

  1. Click the Logout link at the top right of the page. A logout dialog page opens.
  2. To log back in to Web, click Login. You are returned to the login page.

Specifying logout preferences
You can specify whether you wish to clear the History List and/or cancel executing reports every time you log out in the User Preferences page.

To access the logout preferences:

  1. Click Preferences at the top of the page. The User Preferences page opens.
  2. Click Security on the left side of the page.
    • To cancel all current job requests upon logging out, select Yes in the Cancel this session's pending requests field.
    • To remove all finished jobs from the History List upon logging out, select Yes in the Remove the finished jobs from the History List field. Select Only the read messages if you only want to remove read messages from the History List.
  3. Click Apply.

How cookies hold login information
A cookie is a very small text file placed on your hard drive by a Web server. It is your "identification card" to the server you use to access a Web page. It cannot be executed as code or deliver viruses. Only the server that gave you a cookie can read the file.

MicroStrategy Web requires that your browser accept cookies to access the system, so do not set your browser options to disable cookies entirely. Cookies are a World Wide Web standard, and most users configure their browsers to accept all cookies without prompting. Cookies are stored in the Windows repository on the client machine.

Depending on their type, cookies can be either temporary or permanent:

  • Permanent cookies: Server, Project, Port, User Preferences, and User name.
  • Temporary cookies: Token (Session ID) and other information related to the current user session.

Temporary cookies expire when you close the Web browser. In addition, the session related information is removed when you log out.

A cookie saves time. If you personalize pages, or register for products or services, a cookie reminds the MicroStrategy Web server who you are. When you return, the Web server displays the information you requested. If you never register to provide personal information to the Web server, the server knows only that a user with your cookie has returned to the Web site. The more information you provide about yourself, the more the MicroStrategy Web server can help you find the information you want.

In your browser's user options, you can set selections for accepting cookies. You can order your browser either to accept all cookies or to alert you every time a cookie is offered, and thus allow you to decide whether or not to accept that particular cookie.