With the PDI client

Control users and roles in the Pentaho Repository with the PDI client. You must login to the PDI client (also known as Spoon) as an administrator (or be assigned to a role that has administer security permission) to manage users and roles for Pentaho security.

Here is how you can manage users:

• Add users

• Change user passwords

• Delete users

• Assign users to roles

• Edit user information

Here is how you can manage roles:

• Add roles

• Edit roles

• Delete roles

• Make changes to the administrator role

• Assign user permissions in the repository using the PDI client

• Enable system role permissions

Before changing security settings, play it safe and back up these relevant files:

• If you installed PDI using the Pentaho suite installer or custom methods, back up all Data Integration directories.

• If you installed PDI using the manual method, back up the pentaho.war file and solutions.

You can control users and roles in the Pentaho Repository with a point-and-click user interface. The users and roles radio buttons allow you to switch between user and role settings. You can add, delete, and edit users and roles from this page.