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Managing Roles

Managing roles includes many functions and they are available to administrators only. This topic describes creating roles, adding members to roles, customizing the scheduling recipients for roles, and other role functions.

To managing roles, first select the realm in which the roles are, then in the server console, point to Administration on the system toolbar and select Security > Role from the drop-down menu to display the Role page.

Security - Role page

You can select the following links for the role management tasks:

Tip: To add or delete a role, you can also use URL commands directly.

Creating a New Role

  1. Select New Role on the task bar. Report Server displays the New Role dialog box.

    New Role dialog

  2. In the Role Name text box, type the name of the role.
  3. From the Parent Role Name drop-down list, you can select a parent role for the new role.
  4. Type the description of the role to briefly describe it.
  5. Select Publish and Advanced Properties to give the role the privileges of publishing resources to Logi Report Server and of viewing advanced resource properties information.
  6. Select OK to create the new role. The new role is now added in the role table.

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Searching for Roles

In the Search box, type the text of the role names you want to search for and the roles containing the matched text will be listed. After typing text in the Search box, you can select Search Options that appears in the box to specify the following search options: Highlight All, Match Case, and Match Whole Word. To cancel the search operation, clear the text or select Delete button.

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Editing a Role

In the role table, select the name of the role. In the Edit Role dialog box, add or remove the Publish and Advanced Properties privileges for the role and select OK.

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Editing the Members of a Role

You can edit the members of a role, such as adding a new member, or removing a member from the role. To do this, in the role table, select the members link of the role. The member list of the role is then displayed.

Edit Members

The following shows the options in the member list:

Option Description
Search box Searches for the required members.
Name Shows the name of the members.
Type Shows the type of the members: User, Group, or Role.
Authentication Shows the members' authentication type: Local or LDAP.
Remove Click to remove the selected members from the role.
Add Members Click to display the members that can be added to the role.
Add Click to add the selected members to the role.

You can edit the members of the role as follows:

  • To add a member to the role, select the Add Members link, select the new member, and then select Add.
  • To remove a member from the role, select the member and then select Remove.

Notes:

  • A role can have more than one child group, child role and parent role.
  • A parent role cannot be added to the current role as its child.
  • Some members cannot be removed from the role they belong to, such as admin in the administrators role and guest in the everyone role. A user cannot remove himself from the administrators role.

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This image notes any new content for version 17 of the product. For more information please see the Release Notes or What's New topics.Editing the Scheduling Recipients for a Role

Logi Report Server adopts permission control on the scheduling recipients each user can access. You can customize the scheduling recipients for a role so that when the users holding the role schedule report tasks to publish the report results to e-mail, they are able to select the recipients allowed for the role to use the recipients' addresses to send the e-mails.

  1. In the role table, select the recipients link of the role. Report Server displays the recipient list for the role, which is similar to the member list as seen above.

    Edit recipients

  2. Select Add Recipients. Server displays the recipients that you can choose.
  3. Select the recipients that you would like to be accessible to the users with the role.
  4. Select Add. Server displays a confirmation message. After you confirm, server moves the recipients you just selected to the recipient list above.

    To remove a recipient from the role, select it in the above recipient list and then select Remove.

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Deleting a Role

If you find a role is no longer required, you can delete it by selecting the corresponding Delete link in the Control column of the role table. However, the built-in roles, such as administrators and everyone, and roles that are not empty, cannot be deleted.

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