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.

(For BMC Remedy Smart Reporting version 9.1.03 and later.)

(For BMC Remedy Smart Reporting version 9.1.02 and earlier.)

Creating a role

1. On the BMC Remedy Smart Reporting console, navigate to Administration > Admin Console.
2. In the Roles list, click Add.
3. On the Role Details page provide the following details:
   

   1. 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. 

      Mandatory	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.

   2. 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
      (For BMC Remedy Smart Reporting version 9.1.02 and earlier.)Export Reports and Dashboards to RTF	Allow users to export content items to RTF
      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
      (For BMC Remedy Smart Reporting version 9.1.03 and later) 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.
      (For BMC Remedy Smart Reporting version 9.1.03 and later)Show Draft Dashboards	Shows Dashboards being edited by other users.
      (For BMC Remedy Smart Reporting version 9.1.02 and earlier) Report List
      Hide Report List	Hide the report list page
      Hide Advanced Report Search	Hide the advanced search on the report list page
      Hide Columns Option (Report List)	Hide the columns option on the report list page. Users will not be able to change the columns displayed
      Hide Report Details (Report List)	Hide the report details on the report list page
      Approval Administration	Allow users to see outstanding report approvals
      Draft Public Reports	Allow users to see draft versions of public reports created by other users
      (For BMC Remedy Smart Reporting version 9.1.03 and later) 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
      Approval Administration	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
      (For BMC Remedy Smart Reporting version 9.1.03 and later) Allow Freehand SQL Calculated Fields	Allows users to create Freehand SQL Calculated Fields in reports.
      Report Menu
      Broadcast Reports	Allow users to broadcast reports on a one off or scheduled basis
      Distribute Reports	Allow users to distribute reports on dashboard tabs to other users
      Email Reports	Allow users to send an adhoc email copy of a report
      (For BMC Remedy Smart Reporting version 9.1.02 and earlier)Hide Comments	Hide the comments menu item. Access to report comments will be removed.
      Hide Open Report	Hide the open report menu item
      Hide Report Details (Report Menu)	Hide the report details item on the report menu
      Hide SQL	Hide report SQL from users.
      Multicast Reports	Allow users to broadcast reports to external users
      Multicast Access Filter Reports	Allows users to broadcast reports with access filters to external users. The credentials of the user who creates the broadcast will be used to send the report to external users.
      Hide Report Refresh	Hide the report refresh menu item
      Hide Embed Links	Removes links to embed reports and dashboards using the Javascript API
      Hide External Links	Removes external direct links to reports and dashboards
      Storyboard
      Storyboards CRUD	Allows users to view, create, edit or delete Storyboards.
      Storyboard Admin	Allows users to edit and delete any private or public Storyboard.
      Public Storyboards	Allows users to make a Storyboard public.
      Storyboard Global Filters	Allows users to set global filters on Storyboards.
      Collaboration
      (For BMC Remedy Smart Reporting version 9.1.03 and later) Hide Comments	Hides the comment functionality from Reports, Storyboards, and Dashboards.
      Annotations CRUD	Allow users to Create, Read, Update, or Delete
      Timeline	Allows users to access their timeline.
      Connections	Allows users to connect to other users through their timeline.
      Discussion Topics CRUD	Allows users to browse and contribute to discussion topics.
      (For BMC Remedy Smart Reporting version 9.1.02 and earlier) Discussion Admin	Allows users full access to all discussion topics, including private topics.
      (For BMC Remedy Smart Reporting version 9.1.03 and later) Collaboration Admin	Allow users full administration access to discussion streams, comments, and tasks both public and private.
      (For BMC Remedy Smart Reporting version 9.1.03 and later) Activity Stream	Allows users to access the activity stream.
      (For BMC Remedy Smart Reporting version 9.1.03 and later) Enable Tasks	Allow users to see and be assigned tasks.
      (For BMC Remedy Smart Reporting version 9.1.03 and later) Personal Tasks	Allow users to create and assign tasks to themselves.
      (For BMC Remedy Smart Reporting version 9.1.03 and later) Public Tasks	Allow users to create and assign tasks to themselves and others.
      (For BMC Remedy Smart Reporting version 9.1.03 and later) 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
      (For BMC Remedy Smart Reporting version 9.1.03 and later) Folder Access	Allow users to configure report categories
      (For BMC Remedy Smart Reporting version 9.1.02 and earlier)Category Access	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.
      (For BMC Remedy Smart Reporting version 9.1.03 and later)Background Execution Management	Allows users to view the current background execution queue, cancel current queries, and force start queued items.
      (For BMC Remedy Smart Reporting version 9.1.03 and later)View and Field Categories	Allows users to manage View and Field Categories from the Admin Console.
      (For BMC Remedy Smart Reporting version 9.1.03 and later)Org Reference Codes	Allows users to manage Org Reference Codes from the Admin Console.
      (For BMC Remedy Smart Reporting version 9.1.03 and later)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
      (For BMC Remedy Smart Reporting version 9.1.03 and later) 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.
      (For BMC Remedy Smart Reporting version 9.1.03 and later) Skip Schema Check	Bypass schema check when using CheckSchemaForUser functionality.
      (For BMC Remedy Smart Reporting version 9.1.03 and later) 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
      (For BMC Remedy Smart Reporting version 9.1.03 and later) Subscribe to Broadcast	Allows users to subscribe to report broadcasts.

   3. 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.

   4. 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.
       

4. To make the role available, click Save after editing.

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.