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. |
|
|
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. |
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 |
|
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. |
|
