Enabling ReportCaster Capabilities for Non-Managed Reporting Users

How to:

To enable ReportCaster capabilities for non-Managed Reporting users, you must be a ReportCaster administrator. Non-Managed Reporting users must be enabled for ReportCaster using the User Administrator tool in the ReportCaster Development and Administration Interface. Note that user passwords can be validated externally. For more information, see the ReportCaster Administration manual.

To access the User Administrator tool, click the User Administrator link from the ReportCaster Development and Administration Interface. The ReportCaster - User Administrator window opens, as shown in the following image.

ReportCaster User Administrator image

Within the User Administrator tool, you can perform the following administrative tasks:
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Procedure: How to Create a New User
  1. Click the Create a New User icon, or select New User from the Action menu.

    The New User window opens, as shown in the following image.

    New user window

  2. In the User Name field, type the user ID. This is the owner ID for all schedules created by this user.
  3. In the Description field, type a description for the user.
  4. In the Password field, type the password for the user ID.
  5. In the Confirm Password field, retype the password.
  6. In the User Type section, specify whether or not the user is a ReportCaster administrator. A ReportCaster administrator is required to have the Schedule privilege.
  7. 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.

  8. Type the e-mail address of the user. The e-mail address is required for the Report Library.
  9. Specify whether the user ID is Active (the default) or Inactive. To make the user ID inactive, uncheck the Active check box.
  10. 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 Using the Report Library From the Applet.

  1. Click the Create a New Group icon, or select New Group from the Action menu. The New Group window opens, as shown in the following image.

    New group image

  2. In the Group Name field, type the name of the group.
  3. In the Description field, type a description of the group.
  4. To add users to the group, click Add. The Select Users window opens.
  5. Select the users you want to add to the group.
  6. Click Create.
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Procedure: How to Edit the Properties of a User or Group
  1. In the Folders pane on the left side of the ReportCaster - User Management window, select Users or Groups. Depending on your selection, all users or all groups display in the right pane of the ReportCaster - User Management window.
  2. Perform one of the following:
    • Right-click the user or group whose properties you want to change, and select Properties.
    • Select the user or group whose properties you want to change, and click the Properties properties icon icon from the toolbar.
    • Double-click the selected user or group whose properties you want to change.

    The Properties window opens.

  3. If you are editing the properties of a user, make the necessary changes to the General tab. You can also click the Member Of tab to add or remove the user from a group.

    If you are editing the properties of a group, you can change the description of the group, and add or remove users from the group.

  4. Once you have completed editing the properties of the user or group, click OK to save the changes to the ReportCaster Repository tables and exit the Properties window, or click Apply to save the changes to the ReportCaster Repository tables and remain in the Properties window for additional editing.
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Procedure: How to Delete a User or Group
  1. In the Folders frame in the left pane of the ReportCaster - User Management window, select Users or Groups. Depending on your selection, all users or all groups display in the right frame of the ReportCaster - User Management window.
  2. 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 from the drop-down menu.

    The Delete User window opens, as shown in the following image.

    Delete User diagram

  3. Select the applicable option button and then click OK to save the changes to the ReportCaster Repository tables.

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 Replacing Field Values in the ReportCaster Repository.

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