Managing Users and Roles

Introduction

Before users can access reports in JasperReports Server, they need to be assigned a user ID and password. Creating roles determines which users can see which repository resources. Users can have multiple roles, and roles can have multiple users. 

Administrators use the management interface in JasperReports Server to create roles and users. Once users and roles have been defined, administrators will define access control list based access to objects within the repository based on user or role. 

Product Version

This tutorial is intended for JasperReports Server v4.5 and later.

Objectives

This guide will enable you to:

• Create roles
• Create users
• Assign users

Creating Roles

Follow these steps to create a new role in JasperReports Server.

1. Log into JasperServer as the Administrator

   Example:

   • username: jasperadmin
   • password: jasperadmin

2. From the Home page, go to Manage > Roles

3. From the Manage Roles page, click the Add Role… button just under the search box.

   

4. Enter the desired role name in the Role Name (required) textbox

   

5. Click Add Role

   Result: The new roles appear in the Roles section.

   

6. Repeat steps 3 – 5 for any additional desired roles.

Creating Users

Follow these steps to create new users. 

1. From the Home page, go to Manage > Users

2. From the Manager Users page, click the Add User… button just under the search box.

   

3. Enter the desired User name, User ID (required), Email, and the desired password in both the Password (required) and Confirm Password (required) fields

   

   Click the Enable this user checkbox, if it's not checked. (It should be checked by default)

4. Click Add User

   Result: The new users appear in the Users section.

   

5. Repeat steps 2 – 4 for any additional desired users

Assigning Users

Follow these steps to assign users to the roles you created.

1. From the Home page, go to Manage > Users

2. elect the desired user

3. Click the Edit button in the Properties section

   

4. Two Tabs will appear below the Properties Section Title. One will be named Properties, the other, Attributes.

   

5. At the bottom of the Properties Section, there will be two panes, Roles Available and Roles Assigned. Each pane has a search box to find the desired Roles.

   Select the desired role to Assign or De-Assign and use the left and right arrow buttons to move Roles back and forth.

   

6. Click the right arrow button in the middle of the form to move the role, Added_Role, to the Roles Assigned: section

   Result: The role appears  in the Roles Assigned: list box

   

7. Click Save

8. Repeat steps 2 – 7 to assign roles to additional users

What's Next?

For further information on managing users and roles, see: Chapter Two of the JasperReports Server Professional Administrator Guide (v5.1.0),  see our Documentation section for other versions of the Admin Guide.