Managing Users

As with organizations, system admins can manage all users in all organizations, as well as create users outside of organizations, as described in Delegated Administration. Organization admins can manage only the users in the organizations they administer.

The default installation of JasperReports Server contains the following users:

Default Users in JasperReports Server Installations

User Name	Default Password (case sensitive)	Organization	Description
superuser	superuser	none	Default system admin (commercial edition only).
anonymousUser	anonymoususer	none	Allows anonymous login; disabled by default.
jasperadmin	jasperadmin	Organization	Default organization admin in every organization.
joeuser	joeuser	Organization	Default end user in every organization.
demo	demo	Organization	Included for use with sample data.
CaliforniaUser	CaliforniaUser	Organization	Included for use with sample data.

	You should advise your users to change their passwords regularly. To configure periodic expiration of their passwords, refer to Configuring User Password Options.
	The users listed above represent the entire set of automatically-created users that may be created in any version of the server, including those that aren’t included in all editions and those that are only created when the sample data is installed. Some editions of the server do not include all these users; for example, superuser is not created in the Community edition of the server.

Viewing User Properties

1.

Log in as a user with administrative privileges for the user’s organization.

2.

Select Manage > Users or, on the Admin Home page, click Users.

As shown in the figure “Manage Users Page”, the Manage Users page displays the users in each organization and properties for the selected user.

Manage Users Page

The list of users includes everyone in the chosen organization and its suborganizations. The same user ID may appear more than once in the Users panel, indicating that users with the same ID were created in different organizations. The third column gives the organization name of a particular user.

In this example, the system admin can see all users in all organizations by selecting the root of the Organization hierarchy. There are always multiple jasperadmin users in a hierarchy of organizations, because it is the default administrator ID in each organization that is created.

3.

To locate a user:

•

To browse for users, expand the organization hierarchy in the left-hand panel, and select an organization. Scroll through the list of users, or choose a suborganization to reduce the list.

•

To search for a specific user, select the organization (or any parent organization) and enter a search string in the Search field of the Users panel. The search results show all users in the selected organization and suborganizations whose username contains the search string. If necessary, scroll through the results or refine your search.

To stop the search, click

4.

Select the user in the Users panel. The user’s properties appear in the Properties panel.

The properties include the user’s name, user ID, email address, assigned roles, user status, and profile attributes. User status can be Enabled or Disabled; disabled users are displayed in gray text in the list of users. For convenience, the role names link to the role management page for each role.

As the admin of a given organization, you can see the roles defined in your organization and its suborganizations but not the parent organization (except for certain system-wide roles). A user may have roles defined and assigned from a parent organization that are not visible to the administrator of the user’s organization. For more information, see Managing Roles.

Creating a User

1.

Log in as a user with administrative privileges for the organization to which the user will belong.

2.

Select Manage > Users or, on the Admin Home page, click Users.

3.

In the Organizations panels, select the organization to which the user will belong, then click Add User. For community edition admins, simply click Add User.

The Add User dialog appears.

Adding a User

4.

Enter the following information:

•

User name – The full name of the person associated with the user account. The name is optional but recommended; it can be in any format or convention. JasperReports Server always displays the current user’s name in the top right-hand corner of the screen.

•

User ID – Generated automatically from the user name; you can accept the suggested value or type your own. The user ID is used to log into JasperReports Server, and for administrators to manage users and resources. User IDs must be unique within an organization, but may exist in other organizations.

•

Email – The email address of the person. The email is optional but the address must be in a valid format.

•

Password and confirmation – Enter the same password in both fields.

•

User is enabled – Select the checkbox to enable the user right away.

Users that are not enabled cannot log in. If you implement role-based permissions, you might want to delay enabling the user until you assign more roles. For more information on roles, see Managing Roles.

5.

Click Add User to <organization> (Add User for community edition users) to create the user.

The new user appears in the Users panel, unless you entered a search term that excludes it. If you want to assign roles to the user, click Edit in the Properties panel of the new user, as shown in the following section.

Editing a User

One way to assign roles is to add available roles to a given user. Alternatively, when you edit roles, you can assign any number of users to a given role.

1.

Log in as a user with administrative privileges for the user’s organization.

2.

Click Manage > Users or, on the Admin Home page, click Users.

3.

In the Organizations panel, select the user’s organization. (Commercial users only. Community users skip to step 4.)

The Users panel refreshes to display the users in the selected organization, including all children organizations.

4.

In the Users panel, select the user.

The information for chosen user account is displayed in the Properties panel.

5.

In the Properties panel, click Edit.

Editing the Properties of a User

6.

Modify the user name, email, password, and enabled status as needed.

You cannot edit the user ID; it always has the value defined when the user is created originally.

7.

To assign or remove roles from the user, select the roles, and click the arrow buttons between the Roles Available and Roles Assigned lists.

The Roles Available list includes any role in the organizations of the current administrator, as well as the special system-wide roles. For more information on creating and adding roles, see Managing Roles.

8.

Click Save to keep your changes, or Cancel to quit editing without saving.

9.

In the Properties panel, click Login as User to test the user’s permissions, as explained in Testing User Permissions.

Logging in as another user is also necessary when you are maintaining resources that use absolute references in the repository. For more information, see Referencing Resources in the Repository.

Editing Profile Attributes

Profile attributes are name-value pairs associated with a user account. They can provide additional information about the user, and they can also be used to restrict access to data through Domain security files and OLAP schemas. As of version 5.0, JasperReports Server provides a user interface to easily add, edit, and remove profile attributes from user accounts. Jaspersoft recommends using this interface instead of accessing the private repository database, as was required previously.

To add, edit, or remove profile attributes:

1.

Log in as a user with administrative privileges for the user’s organization.

2.

Click Manage > Users or, on the Admin Home page, click Users.

3.

In the Organizations panel, select the user’s organization. (Commercial users only. Community users skip to step 4.)

The Users panel refreshes to display the users in the selected organization, including all children organizations.

4.

In the Users panel, select the user. The information for chosen user account is displayed in the Properties panel.

5.

In the Properties panel, click Edit and select the Attributes tab at the top of the panel.

Editing the Attributes of a User

6.

To create a new attribute, enter an attribute name and an attribute value, then click Add.

Attributes may have multiple values specified as a comma-separated list in the value field. You cannot add two attributes with the same name.

7.

To remove an existing attribute, click Remove in the corresponding row.

8.

To edit an attribute, remove it and create it again with the desired value.

9.

Click Save. The new attributes appear in a table in the user’s Properties panel.

Viewing the Attributes of a User

Enabling or Disabling Users in Bulk

Administrators sometimes need to prevent users from logging in by disabling the user accounts. For example, when performing configuration changes, you may want to lock out all users until the changes are finished. Bulk operations let administrators select any number of users, and superuser can select all users in the server, except himself.

1.

Log in as a user with administrative privileges for the users’ organization.

2.

Click Manage > Users or, on the Admin Home page, click Users.

3.

In the Organizations panel, select the users’ organization; to enable or disable users in different organizations, select the common parent organization.

4.

In the list of users, select all the users to enable or disable. Use Control-click and Shift-click to make multiple selections. If the list of users is too long, enter a search term to find users and enable or disable them individually.

5.

Click Enable or Disable in the menu bar.

Deleting One or More Users

1.

Log in as a user with administrative privileges for the user’s organization.

2.

Click Manage > Users or, on the Admin Home page, click Users.

3.

In the Organizations panel, select the user’s organization; to delete multiple users in different organizations, select the common parent organization.

4.

In the list of users, select the user to delete. Use Control-click and Shift-click to make multiple selections. If the list of users is too long, enter a search term to find and select the user.

5.

In the tool bar of the Users panel, click Delete and confirm the action.