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Managing Users and Roles Tutorial
Introduction
Before users can access reports in JasperServer, they need to be assigned a user ID and password. Creating roles determines which users can see which repository resources. Users can have multiple roles, and roles can have multiple users.
Administrators use the management interface in JasperServer to create roles and users. Once users and roles have been defined, administrators will define access control list based access to objects within the repository based on user or role.
Product Version
This tutorial is intended for JasperServer 3.5 and later.
User
Administrator
Objectives
This guide will enable you to:
Creating Roles
Follow these steps to create a new role in JasperServer.
| Step | Action |
| 1 |
Log into JasperServer as the Administrator Example:
|
| 2 | From the Home page, go to Manage > Roles |
| 3 |
From the Manage Roles page, click the Add Role… link in the upper right corner of the page
|
| 4 | Enter the desired role name in the Role Name (required) textbox |
| 5 |
Click Submit Result: The new roles appear in the Roles section.
|
| 6 | Repeat steps 3 – 5 for any additional desired roles. |
Creating Users
Follow these steps to create new users.
| Step | Action |
| 1 |
From the Home page, go to Manage > Users |
| 2 |
From the Manager Users page, click the Add User… link in the upper right corner of the page
|
| 3 |
Enter the desired user ID in the User ID (required) textbox |
| 4 |
Enter the desired password in both the Password (required) and Confirm Password (required) fields |
| 5 |
Click the Enable this user checkbox |
| 6 |
Click Submit Result: The new users appear in the Users section.
|
| 7 | Repeat steps 2 – 6 for any additional desired users |
Assigning Users
Follow these steps to assign users to the roles you created.
| Step | Action |
| 1 | From the Home page, go to Manage > Users |
| 2 | Select the desired user |
| 3 |
Click the Edit button in the Details section
|
| 4 |
Click the edit roles… link next to the Assigned Roles label in the bottom left corner of the form |
| 5 | Select the desired role |
| 6 |
Click the right arrow button in the middle of the form to move the role to the Assigned to: section Result: The role appears under the user in the Assigned to: list box
|
| 7 | Click Done |
| 8 | Click Save |
| 9 | Repeat steps 2 – 8 to assign roles to additional users |
What's Next?
For further information on managing users and roles, see Chapter Two of the JasperServer Professional Administrator Guide.
Written by
This tutorial was written by Steve Park, Professional Services Consultant, May 2009
