Enabling ReportCaster Capabilities for Non-Managed Reporting Users
To enable ReportCaster capabilities for non-Managed
Reporting users, you must be a ReportCaster administrator. You must
enable non-Managed Reporting users for ReportCaster using the User
Administrator tool in the ReportCaster Administration Interface. Note
that user passwords can be validated externally. For more information,
see Configuring ReportCaster With External Authentication.
To access the Administrator Tools, click the User Administrator link
from the ReportCaster Administration Interface. The ReportCaster
User Administrator window opens, as shown in the following image.
Within the User Administrator tool in Managed Reporting, you
can perform the following administrative tasks:
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Procedure: How to Create a New User
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Click the User icon
in the Administration Tools window and click New from
the toolbar menu.
The User Editor window opens,
as shown in the following image.
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In the User
Name field, type the user ID. This is the owner ID for all schedules
created by this user.
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In the Description
field, type a description for the user.
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In the Password
field, type the password for the user ID.
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In the Confirm
Password field, retype the password.
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In the Role
section, specify whether the user is a ReportCaster administrator
or user. A ReportCaster administrator is required to have the Schedule privilege.
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In the User
Capability section, you can select the Library and Schedule check
boxes.
The Library check box enables the user to view content
in the Report Library to which they have been granted access. If
the user is a ReportCaster administrator, they can manage content
in the Report Library. The user becomes a member of the public library
directory and can be added to Library Access Lists.
The Schedule
check box enables the user to schedule WF Server Procedures, the contents
of URLs, and files.
Note: ReportCaster administrators
can create and save a new user without selecting the Schedule check
box provided that the new user is not a ReportCaster administrator.
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Type the
user e-mail address. The e-mail address is required for the Report
Library.
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Specify
whether the user ID is Active (the default) or Inactive. To make the
user ID inactive, uncheck the Active check box.
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Select from
the list of groups which groups you want the administrator or user
to join.
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Click OK to
save the changes to the ReportCaster Repository tables.
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Procedure: How to Create a New Group and Add Users to the Group
Similar
to creating a Distribution List, you can group users together to
access information in the Report Library that is relevant to that
group of users. Once a group has been created, it can be added to
an Access List that specifies which groups and users can view scheduled output
sent to the Report Library. For more information about Access Lists
and the Report Library, see the ReportCaster Development and
Library Content manual.
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Click the Group icon
in the Administration Tools window and click New from
the Action menu. The Group Editor dialog box opens, as shown in
the following image.
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In the Group
Name field, type the name of the group.
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In the Group
Description field, type a description of the group.
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To add users
to the group, select an available user and click the left
arrow button to move the selected user into the List
users in this group.
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Click OK when
you have concluded adding all users to the group list.
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Procedure: How to Edit the Properties of a User or Group
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Select Users or Groups.
Depending on your selection, all users or all groups display in
the right pane of the ReportCaster.
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Click on
an individual user or specific group in the right pane.
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Click Open after
you have selected the user or group you want to edit. Alternatively,
you can edit a user or group by right-clicking on your selection
and clicking Open when the right-click menu appears.
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Once you
finish your edits, click OK to save the changes.
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Procedure: How to Delete a User or Group
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Select the
user or group that you want to delete and then click the Delete icon
(which displays as an X). You can also right-click the user or group
and then select Delete Group or Delete
User from the drop-down menu.
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Select the
applicable option button and then click OK to
save the changes.
Tip: If
you delete a user ID, you can use the Tools option in the ReportCaster
Console to globally replace the user ID in schedules, Distribution
Lists, and Library Access Lists that contain the deleted user ID.
For more information, see Globally Updating Repository Field Values.