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Managing User Accounts

Managing user accounts includes many functions and they are available to administrators only. This topic describes how you can create user accounts, edit the roles and groups for users, customize the scheduling recipients for users, audit users, and perform other user account functions.

To manage users, first select the realm in which the users are, then in the Server Console, point to Administration on the system toolbar and select Security > User from the drop-down menu to display the User page.

This topic contains the following sections:

• Creating a New User Account
• Editing a User Account
• Searching for Users
• Editing the Roles a User Holds
• Editing the Groups a User Belongs To
• Editing the Scheduling Recipients for a User
• Auditing a Specific User
• Changing the Password of a User
• Setting User Preferences
• Deleting a User Account
• Accessing a User's Personal Folders

Creating a New User Account

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

   

2. Provide the name, full name, description, e-mail address, and password for the new user.
3. Select Account Disabled if you want to disable the user for the time being.
4. The password never expires by default. Select Expires in N days and specify in how many days you want the password to get expired.
5. The password can be blank, and its length is unlimited by default. Select Minimum Length and type a number for the allowed length. The number should be between 0 and 20.
6. By default, Logi Report will prompt the user to change the password after it gets expired or reset by the administrator. Clear the Ask user to change the password after expired check box and Ask user to change the password after reset by administrator If you do not want such prompt for the user.
7. Select Publish and Advanced Properties to give the user the privileges of publishing resources to Logi Report Server and of viewing advanced resource properties information.
8. Select OK to create the user. Server adds the new user in the user table.

Editing a User Account

1. In the user table, select the name of the user. Server displays the Edit User dialog box.

   

2. Edit the user information.
3. Select OK to accept the changes.

Searching for Users

In the Search box, type the text of the user names you want to search for and Server lists the users that contain the matched text. After typing text in the Search box, you can select 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 .

Editing the Roles a User Holds

You can assign more than one role to a user. A user that holds multiple roles has all the privileges that these roles have.

To edit the roles that a user holds, in the user table, select the roles link of the user. Server displays the role list of the user.

The following table describes the options in the role list:

You can edit the roles that the user holds as follows:

• To add a role to the user, select the Add Roles link, select the new role, and then select the Add button.

• To remove a role from the user, select the role and then select the Remove button. Once you remove a role from a user, the user will no longer have the privileges that the role owns.

Editing the Groups a User Belongs To

You can assign more than one group to a user. A user that belongs to multiple groups has all the privileges that these groups have.

To edit the groups that a user belongs to, in the user table, select the groups link of the user. Server displays the group list of the user, which is similar to the role list of a user as above.

You can edit the groups that the user belongs to as follows:

• To add the user to a group, select the Add Groups link, select the new group, and then select the Add button.
• To remove the user from a group, select the group and then select the Remove button. Once you remove a user from a group, the user will no longer have the privileges that the group owns.  

Editing the Scheduling Recipients for a User

Logi Report adopts permission control on the scheduling recipients each user can access, meaning when a user schedules a report task to publish the report results to e-mail, the user can send the report results to the e-mail addresses of the users, groups, and roles in the Logi Report Server security system, depending on the user's permission. The following are the basic rules on which users, groups, and roles are available as the scheduling recipients of a user by default:

• An admin user (the user with the "administrators" role) who does not belong to any organization can see all the users, groups, and roles in the Logi Report Server security system. The permission is unchangeable.
• A normal user (the user without the "administrators" role) can see themselves only.
• An admin user in an organization can see all the users, groups, and roles in the organization. The permission is unchangeable.
• A normal user in an organization cannot see users, groups, and roles outside of the organization.
• A user, group, or role inherits the permissions from its parent users, groups, and roles.

An admin user can customize the scheduling recipients that are available to a normal user as follows:

1. In the user table, select the recipients link of the user. Server displays the recipient list for the user.

   

   The following table describes the options in the recipient list:

   Option	Description
   Search box	Search for the required recipients.
   Name	Name of the recipients.
   Type	Type of the recipients: User, Group, or Role.
   Authentication	Recipients' authentication type: Local or LDAP.
   Remove	Select to remove the selected recipients from the user.
   Add Recipients	Select to display the recipients that you can add to the user.
   Add	Select to add the selected recipients to the user.

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 user.
4. Select Add. Server displays a confirmation message.
5. After you confirm, server moves the recipients you just selected to the recipient list above.
6. To remove a recipient from the user, select it in the above recipient list and then select Remove.

Then when the user schedules to publish the report results to e-mail, the user will be able to select the recipients from the Select Role, Group and User dialog box to use their addresses to send the e-mail.

Auditing a Specific User

You can have Server to audit a user and record the resulting information into the log files. To audit a user:

1. In the user table, select the Auditing link of the user in the Control column. Server displays the Auditing dialog box.

   

2. Specify the events which you want to audit for this user.
3. Select OK to confirm the settings.

Changing the Password of a User

1. In the user table, select the Change Password link of the user. Server displays the Change Password dialog box.

   

2. In the System Administrator Password text box, type the password of the currently logged in user.
3. Specify the new password for the user and confirm it by typing it a second time.
4. Select OK to accept the changes.

Setting User Preferences

1. In the user table, select the Preference link of the user. Server displays the Preference dialog box.

   

2. Specify the server preferences and Page Report Studio preferences for the user accordingly.
3. Select OK to accept the changes.

Deleting a User Account

If you find a user account is no longer required, you can delete it by selecting the corresponding Delete link in the Control column of the user table. However, you cannot delete the built-in user accounts such as admin and guest, and users that hold roles other than the everyone role, or that belong to any group. You cannot delete yourself from the user table, either.

Accessing a User's Personal Folders

You can access and fully control other users' personal folders including My Reports and My Components, for example, you can edit the properties of the folders and remove the redundant folders when necessary.

1. Open the file server.properties in the <install_root>\bin directory to add the property server.security.expose_my_folders=true manually.
2. Restart Server and go to the user table. The My Folders link is now available for each other user except yourself in the Control column of the table.
3. Select the link for a user. Server displays the My Reports and My Components folders of the user. You can now perform on the folders with full permissions as the user does.

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