BMC Remedy Smart Reporting user roles
This section describes how roles are created and managed within BMC Remedy Smart Reporting. Roles are allocated to users and define a set of functions that the user is permitted to access within the system. The role list is accessible via the Admin Console. By default, the following roles are available.
The following video provides an overview of out-of-the-box and custom roles in BMC Remedy Smart Reporting:
This topic provides the following details:
Sample BMC Remedy Smart Reporting roles
When BMC Remedy Smart reporting is initially deployed, a standard set of roles is provided.
Consumer & Collaborator
|This user can only access public reports and dashboards.|
|Dashboard consumer||This user can view public reports and public dashboards.|
|Personal Content Writer & Collaborator|
This user can only create personal content for their own consumption - not public shared content. They can collaborate within streams, timeline, etc. This role provides the following privileges:
|Public Content Writer & Collaborator|
This user can create content to be consumed by themselves and other users in the system. They can collaborate using features such as streams, timeline, etc. This role provides the following privileges:
|Public Content Writer & Collaborator - Advanced|
This user can create content to be consumed by themselves and other users in the system. They can collaborate using features such as streams, timeline, etc. This user also has extended access to create and manage views, report approval, and other admin items. This role should be used sparingly.
This role provides the following privileges:
This user has the widest range of access to the system, and as such you should have a very limited number of people assigned this role. They can do everything from create content through to managing system tasks. This user has the following privileges:
Creating a role
- On the BMC Remedy Smart Reporting console, navigate to Administration > Admin Console.
- In the Roles list, click Add.
- On the Role Details page provide the following details:
Enter a meaningful Name and Description to outline the purpose or use of a role.
(Optional) Enable the role as Mandatory or Default as required.
If a role is enabled as Mandatory, at least one user with the role must exist in BMC Remedy Smart Reporting. If you try to delete the only user who is assigned a mandatory role, the system displays an error.
Default Role When users are created in BMC Remedy Smart Reporting by an Administrator , they are assigned this role unless otherwise specified.
Enable or disable functions as required. A function is a permission that can be associated with a role. A description of each function is available by hovering over the info icon on the right hand side.List of permissions or functions which can be associated with a role
The following is a list of functions available in BMC Remedy Smart Reporting and their associated definitions. They are grouped into sub sections to assist you to identify how and when these functions are used.
Function Description General Report Access CRUD View, edit, create, and delete reports. User Profile Allow users to update their user profile. Draft Content List Shows a list of draft content on the Dashboard and Browse pages. Favourites Allow users to add reports to their favourites list Export Reports to CSV Allow users to export report results to CSV Export Reports and Dashboards to DOC Allow users to export content items to DOC Export Content to PDF Allow users to export content items to PDF Export Reports and Dashboards to XLS Allow users to export content items to XLS Bookmarks and Snapshots Allows users to create and use bookmarks and snapshots Hide Print on Reports & Dashboards Hides the Print option on the Report and Dashboard pages. Dashboard Personal Dashboard CRUD Gives users access to the dashboard page, and allows them to create their personal dashboard, visible only to them. Hide Dashboard Maximise Report Hide the maximise option on dashboard reports Hide Dashboard Report Menu Hide the drop-down menu on reports on the dashboard Refresh Dashboard Reports Allow users to set a refresh period on Dashboard reports. Public Dashboards CRUD Allows users to create and edit Public dashboards. Disable Add Existing Tab Prevents users from adding existing tabs from the Browse Page or the Pre-Built Tab option to their dashboard. Show Draft Dashboards Shows Dashboards being edited by other users. Browse
Hide Browse Page
Hide the report browse page
Hide Advanced Report Search
Hide the advanced search on the report list page
Hide Columns Option (Browse Page)
Hide the columns option on the report list page. Users will not be able to change the columns displayed
Hide Report Details (Browse Page)
Hide the report details on the report list page
Allow users to see outstanding report approvals
Draft Public Reports
Allow users to see draft versions of public reports created by other users
Report Builder Report Types Allow users to create freehand SQL reports, and Jasper reports Public Reports CRUD Allow users to create and edit public reports Versioned Reports Allows users to archive report result sets, dependent on Content Category Version History settings Sub Queries Allow users to create sub query reports Ad Hoc Reports Allows users to create Ad Hoc reports Access Filter Allow users to set or change the access filter on reports Related Reports Allow users to set up co-display, drill down and drill through functionality CSV Reports Allow users to write reports based on CSV files Advanced CSV Functionality Allow users to perform advanced operations on CSV reports such as selecting the data source Custom Query Filters Allow users to create user prompt drop down filters populated by custom SQL queries Min/Max default filter values Allows users to set default values for cached filters to the minimum and maximum cached value. Disable Cached Filter Values Disable users from caching report filter values SSRS Reports Allows users to create SSRS Reports
Allow Freehand SQL Calculated Fields
Allow users full administration access to discussion streams, comments, and tasks both public and private.
Activity Stream Allows users to access the activity stream. Enable Tasks Allow users to see and be assigned tasks. Personal Tasks Allow users to create and assign tasks to themselves.
Allow users to create and assign tasks to themselves and others.
System Task Admin
Allow users to approve or reject the completion of system tasks. Configuration Configuration Allow users to modify BMC Remedy Smart Reporting site parameters Configure Logon ID Allow users to specify how users are authenticated Configure Page Format Allow users to configure the page layout (integration settings, etc) Configure Support Email Allow users to set the support email address Administration Import Allow users to import content from XML files Export Allow users to export content to XML files for backup or transfer to another system
Allow users to configure report categories
System Information Allow admin users to view system information Licence Management Allow users to view BMC Remedy Smart Reporting licence details and upload new licence files Create and Edit Tags Allow users to create and edit tags used in discussions Client Organisation Management Allow users to set up and manage client organisations. Filter Period Management Allow users to choose which Predefined Date Filters are available Translate Content Allows users to translate user entered data on dashboards, reports and views. Themes CRUD Allows users to manage Storyboard Themes. Geometry Pack Management Allows users to import and delete GeoPacks. Background Execution Management Allows users to view the current background execution queue, cancel current queries, and force start queued items. View and Field Categories Allows users to manage View and Field Categories from the Admin Console. Org Reference Codes Allows users to manage Org Reference Codes from the Admin Console. Plugin Management Allows users to manage plugins including Third Party Source Conncetions, JDBC Drivers, and Advanced Functions. Data Sources & Views Data Sources CRUD Allow users to create, edit, and delete data source connections OLAP Allow users to connect to OLAP data sources Data Source Admin CRUD Allow users to create, edit, and delete all data sources regardless of security restrictions Source Filters Allow users to create data source filters Database Views CRUD Allow users to create, edit, and delete BMC Remedy Smart Reporting views
Freehand SQL Views
Allow users to create Freehand SQL views. Show Draft Views Allow users to see views being edited by other users Stored Procedures Allow users to create views against stored procedures Force Clone Views Removes the option to edit existing views directly - users are forced to clone views to edit them Hide DBMS Messages Replaces error messages from DBMS with generic messages Create CSV Table Allow users to create CSV tables within a view Composite Views Allows users to create Composite Views. Skip Schema Check Bypass schema check when using CheckSchemaForUser functionality. Report as a Datasource Allows reports to be written aginst the results of another report User Administration User Management CRUD Allow users to create, edit, and delete user accounts Group Management CRUD Allow users to create, edit, and delete user groups Roles Management Allow users to create, edit, and delete security roles Hide profile password Removes the password reset option in My Profile Disable profile email change Stops users from changing their email address in My Profile Hide profile User ID Removes the User ID option in My Profile Named User Allows a user to bypass concurrent logon limitations. Restrict Visible Roles Restricts the Roles that are visible to a user when adding new users and groups. Web Services Web Services This function is required for a user account that will be used to log in to BMC Remedy Smart Reporting web services Disable Mobile Access Stops a user from accessing reports via a native mobile application. Other
Subscribe to Broadcast
Allows users to subscribe to report broadcasts.
Define the CRUD permissions where required. Some functions will have a C R U D check list as part of the settings. The acronym CRUD refers to all of the major functions that need to be implemented. Each letter in the acronym can be mapped to a standard SQL statement:
Create INSERT new records Read SELECT records from the database Update UPDATE records in the database Delete DELETE records in the database
One example of CRUD access is for dashboards. If a user only has R selected they will be able to read dashboard but not create new dashboard tabs or add reports to their tabs. Whilst a user with CRUD will be able to create and delete dashboard tabs.
- The last option you have in the role settings is to specify what columns should be made available to users when viewing the report list.
To make the role available, click Save after editing .
BMC Remedy Smart Reporting ensures that you do not breach your license agreement.
Editing a role
In order to edit the permissions assigned to a role, or make a duplicate copy of a role to manipulate use the drop down list next to the role name on the Admin Console.
Deleting a role
In order to delete a role use the drop-down list next to the role name on the Admin Console. You are prompted to confirm the deletion of the role.
If the deleted role is assigned to any user, the
Consumer & Collaborator role gets assigned to the users of the deleted role.