Overview of CZS's Process

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After defining their business case (as above), CZS took these steps to implement the Sales Numbers view:

Step		Described in Section …
1	Identified the dimensions upon which to base access control. CZS chose the Geographical Area and Product Department dimensions.	Dimensions
2	Identified and created access roles. CZS identified two roles: one for managers and another for sales reps. Both are granted access to the Ad Hoc view.	Determining Roles
3	Assigned the appropriate roles to each user based on each employees’ responsibilities.	Selecting Users for the Roles
4	Identified the attributes that will be defined for each user. CZS identified five attributes: Country, Region, State, Cities, and ProductDepartment.	Attributes and Variable Substitution and Assigning Attributes
5	Defined the correct values for each user’s attributes by editing user accounts.	Defining Attributes for Users and the JasperReports Server Administrator Guide
6	Created an AGXML (access grant definition XML) file that defines the access granted to users with each role and attribute.	Using Attributes in an Access Grant Definition and Reference Material
7	Created a Mondrian connection that pointed to their sales data and included the sales access grant definition.	Creating a Mondrian Connection
8	Created the Ad Hoc view that points to the Mondrian connection.	Creating a Sales Numbers Ad Hoc View
9	Tested the view as various users.	Testing the Results

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