After articulating 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. | |
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. | |
3 | Assigned the appropriate roles to each user based on each employees’ responsibilities. | |
4 | Identified the attributes that will be defined for each user. CZS identified five attributes: Country, Region, State, Cities, and ProductDepartment. | Profile Attributes and Variable Substitution and Assigning Profile Attributes |
5 | Defined the correct values for each user’s profile attributes by editing user accounts. | Defining Profile 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 profile attribute. | Using Profile Attributes in an Access Grant Definition and |
7 | Created a Mondrian connection that pointed to their sales data and included the sales access grant definition. | |
8 | Created the Ad Hoc view that points to the Mondrian connection. | |
9 | Tested the view as various users. |
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