Analytics Security#

This section describes how to manage the security configuration for Reports.

Accessing SQL Server Reporting Services#

To configure the security for the Critical Manufacturing reports, it's necessary to access SQL Server Reporting Services using the browser and providing an URL address in the form:

http://[server_name]/Reports_[instance_name]

• The [server_name] must be replaced by the name of the server where the SQL Server Reporting Services is installed.

• The [instance_name] must be replaced by the name of the instance where the SQL Server Reporting Services is running.

In the case that the server name is dbserver and the SQL Server Reporting Services instance name is "online", the URL address to access to the SQL Server Reporting Services is: http://dbserver/Reports_ONLINE

Assigning Or Modifying a User/Group To A System Role#

Follow the steps below to assign or modify a user/group to a system role:

1. Click on Site Settings, available in the top right corner.
2. In the left tab, click on Security. The roles for each user and group are displayed.
3. To add a new role, click on the New Role Assignment.
4. To edit one user or group role, click on the user or group Edit link.
5. To delete one or more roles, check the appropriate checkbox and click on Delete.

Defining A Role-Based Security For The Reports Homepage#

Follow the steps below to define the roles for the home page:

1. In the homepage, click on the Properties tab.
2. To add a new role, click on the New Role Assignment.
3. To edit one user or group role, click on the user or group Edit link.
4. To delete one or more roles, check the appropriate checkbox and click on Delete.

Defining The Security By Folder#

By default, each folder inherits its security from the parent folder. This is possible to be changed by following the steps:

1. Click on the Folder Settings.
2. Click on Edit Item Security and perform the desired changes.
3. However, it is possible to customize each folder with different security. For that, follow the following steps:
4. Click on the folder to change the roles.
5. Click on properties tab.
6. Click on Edit Item Security and perform the changes desired.