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Example of Using Business View Security

This example is based on the business view WorldWideSalesBV in the SampleReports.cat catalog file. It is assumed that the server administrator has already created two users on Logi JReport Server: User1 and User2, with the passwords abc and xyz respectively. We will create a security policy on SampleReports.cat to limit the two users' access to different group members of WorldWideSalesBV. Before starting the example, make sure Logi JReport Server is started.

This topic contains the following tasks:

• Task 1: Set Security on Business View Groups
• Task 2: Create a Crosstab and Publish it to Logi JReport Server
• Task 3: View the Crosstab

Task 1: Set Security on Business View Groups

In this task, we will import the two server users to Logi JReport Designer and limit their access to different members of the Region group in WorldWideSalesBV.

1. Open the catalog file SampleReports.cat in C:\Logi JReport\Designer\Demo\Reports\SampleReports.
2. In the Catalog Manager, go to the Data Source 1 > Security > Business View Security node, right-click and select Edit Business View Security.
3. In the Edit Business View Security dialog, select and select Import from Logi JReport Server.
4. In the Connect to Logi JReport Server dialog, specify the required connection information, then select Connect.

   The principals created on the server will all be imported and listed in the Users/Groups/Roles box.

   

Next, we will assign field members availability to User1 and User2. We will make User1 have access on the North America region only and User2 regions other than North America.

6. Select User1, in the Resources box select Region in WorldWideSalesBV.
7. In the Security Options box, uncheck Use Default.
8. In the Data Security box, allow the Access permission.
9. Select above the Allowed Set box.
10. In the Edit Values dialog, select North America from the Available Values box and select to add it to the Selected Values box, then select OK to close the dialog.

    

11. In the Edit Business View Security dialog, uncheck the option Allow Unspecified Members, then in the Resource Security box, allow the Visible permission.

    

12. Select User2 and the same field Region in WorldWideSalesBV, then uncheck Use Default in the Security Options box.
13. In the Data Security box, allow the Access permission, then select above the Denied Set box.
14. In the Edit Values dialog, select North America from the Available Values box and select , then select OK.
15. In the Resource Security box, allow the Visible permission for User2.

    

16. Select OK in the Edit Business View Security dialog to save the changes.
17. Close the Catalog Manger.

Task 2: Create a Crosstab and Publish it to Logi JReport Server

In this task, we will create a crosstab using WorldWideSalesBV and then publish it to Logi JReport Server.

1. In Logi JReport Designer, select File > New > Web Report. A blank web report is created.
2. Select Insert > Crosstab. The Create Crosstab wizard is displayed.
3. In the Data screen, select WorldWideSalesBV under Data Source 1, then select Next.
4. In the Display screen, select Region as the column field, Category as the Row field, and Total Sales as the summary field. Select Finish to create the crosstab.

   

5. Select the View tab to preview the crosstab. It shows full data.

   

6. Go back to the Design tab and select File > Save to save the crosstab as mlscrstab.wls.

Next, we will publish the crosstab to Logi JReport Server.

7. Select File > Publish > Publish Report to Server on Logi JReport Designer menu bar.
8. In the Connect to Logi JReport Server dialog, specify the required connection information, then select Connect.
9. In the Publish to Logi JReport Server dialog, unselect the All checkbox and then select the SampleReports.cat and mlscrstab.wls only.
10. Select the Browse button next to the Publish Resource To text field, then in the Select Folder dialog, select Public Reports in the Folder box and select OK.
11. In the Publish to Logi JReport Server dialog, select the More Options button, select mlscrstab.wls in the resource box, then on the right panel, switch to the Permissions tab.

We will grant the two users the necessary permissions on the web report, so that after the report is published to Logi JReport Server, they are able to run them.

12. Select the Enable Setting Permissions checkbox, select the User sub tab, select User1 in the user box and check the Visible and Execute checkboxes; select User2 and do the same.

    

13. Select the OK button to publish the resources to Logi JReport Server.

Task 3: View the Crosstab

Now, we can log onto Logi JReport Server as User1 and User2 separately to view the crosstab.

1. Log onto the Logi JReport Server user console as User1 with the password abc.
2. Open the Public Reports folder and run the web report mlscrstab.wls. The result will be:

   

3. Log out and then log in again as User2 with the password xyz. Run the report and the result will be:

   

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