When setting up advanced reporting one would have to setup resources with necessary CA PPM access rights and Jaspersoft roles in order to restrict the resources to PPM report repositories.
One of the important steps after the CA PPM-Jaspersoft integration is to setup advanced reporting access right(s) to existing PPM resources. There is often some questions raised on how to limit users to view reports based on their functional area.
All supported version of Clarity PPM
1. Set Advanced reporting access rights in CA PPM
1.1. Advanced Reporting - Navigate
The right grants access to the Advanced Reporting menu link or page. It also allows resource to navigate to the Advanced Reporting page. Resource is assigned the following Jaspersoft roles: ROLE_USER.
1.2. Advanced Reporting - Ad Hoc Create
The Advanced Reporting - Ad Hoc Create right grants user the right to create Adhoc views. Resource is assigned the following Jaspersoft roles: ROLE_USER and ROLE_REPORT_DESIGNER.
Screenshot illustrates a PPM user with the basic advanced reporting access rights needed to navigate and view reports from the advanced reporting menu link or page.
2. Set Jaspersoft roles:
The next step would be to run the CA PPM jaspersoft job “Create And Update Japersoft Users” job and set the appropriate Jaspersoft user role to restrict the resource to report repositories.
For instance if the user needs just access to Project Management based reports. Then the Jaspersoft role that would be granted the Jaspersoft role: CSK_ROLE_PROJECT_MANAGEMENT
Screenshot illustrates the Jaspersoft user with the require Jaspersoft role(set role from the advanced reporting menu > manage> users> user properties page):
User when navigating from the advanced reporting menu link or page finds the required Project management repository available to run reports: