To use Reporting Dashboards, the user must be a member of a User Group with the appropriate privileges. Privileges for Reporting Dashboards are set in the OnBase Configuration module. To set privileges for Reporting Dashboards:
- Launch the OnBase Configuration module.
- Select User Groups / Rights from the Users menu. The User Groups & Rights dialog box is displayed.
- Select the User Group to assign privileges to from the User Group Name list.
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Click the Reporting Dashboards button. The Dashboard User Group Privileges dialog box is displayed.
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Select the level of access to give the User Group:
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No Access: Members of the User Group cannot access any Reporting Dashboards functionality. This is the default setting for all User Groups.
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Administrator Access: Members of the User Group can view, create, and configure dashboards, data providers, and categories. They also have access to the Admin Tools under Administration, which include purge functionality. Only users with Administrator Access can set the refresh rate of a dashboard or make a dashboard public.
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User Access: Members of the User Group can view dashboards they have been assigned to or that have been shared with them.
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If you selected User Access, select the additional Creation Privileges the User Group should have.
Creation Privilege
Description
Categories
Members of the User Group can create and configure custom categories, which are used to organize dashboards and reports into groups of related dashboards and reports.
Dashboards
Members of the User Group can create and configure custom dashboards.
Note:To create a functioning dashboard, it must be assigned to at least one data provider. If no data providers exist or the user is not assigned to any data providers, a functioning dashboard cannot be created.
Data Providers
Members of the User Group can create and configure data providers that do not require custom SQL queries. Data providers are assigned to dashboards or reports and are used to retrieve the data required for the dashboard or report.
If you select Data Providers, the Author SQL Data Providers option is enabled. If this option is also selected, members of the User Group can also configure data providers that require custom SQL queries.
Note:Members of a User Group without the Author SQL Data Providers privilege enabled are unable to create copies of any dashboard, report, or data providers that use custom SQL queries.
CAUTION:SQL statements should only be edited or written by certified database administrators. Poorly constructed SQL statements may return unexpected results or could cause the client to close unexpectedly. Queries that are not written with the index schemas and data distributions in mind can become long-running queries that consume substantial database server resources and adversely affect the performance of the entire system. In extreme cases, data could also be removed from the database or otherwise corrupted.
Reports
Members of the User Group can create and configure custom reports.
Note:To create a functioning report, it must be assigned to at least one data provider. If no data providers exist or the user is not assigned to any data providers, a functioning report cannot be created.
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If you selected User Access, select the additional Configuration Rights the User Group should have.
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Configure External Data Sources: Members of the User Group can configure external databases for use with Reporting Dashboards.
Note:External databases can only be used with the Custom SQL Query data provider.
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Click Save to assign the selected privileges.
Tip: