Configure security for reports

Complete this procedure to assign report permissions.

To perform this procedure, you must be a member of the local Administrators group. Users with administrator permission can add and remove users or groups and modify the assigned permissions.

Output Manager security for the Reports application begins at the root of the Reports tree, in the All Reports group. The Reports tree consists of folders which are used to organize reports. Output Manager security is provided by adding a Microsoft Windows user or user group to the folder and assigning permissions to that user or user group. These Output Manager permissions define the type of access users and user groups have to the reports within the folders. Once the Output Manager security (Microsoft Windows users, user groups, and document permissions) is set in a folder, the Output Manager security is inherited by all the objects in that folder. When a new report is added or a folder is created, its security is automatically the same as its parent folder’s security (that is, the new report inherits its security from its parent folder).

To begin configuring report security, start by assigning the desired report permissions in the All Reports folder.

In the Output Manager Console, select the Reports application in the navigation pane.
For more information, see Learning about the Output Manager Console.
In the Reports tree, right-click the folder you want to configure and click Security.
This opens the Security Configuration dialog box.
Use the Inherit permissions from the parent option to determine if you want to inherit permissions from the parent folder or remove inheritance. Click the browse button (...) to configure inheritance.
By default, folders are configured to inherit permissions from the parent folder.
It is good practice to assign rights using inheritance, as it allows administrators to easily assign and manage permissions. Blocking inheritance is useful when reports need to be seen by just a few users. If you plan to block inheritance, make sure the users that need access to the blocked report folder are in the security settings for all of its parent groups, including All Reports. If this is not done then those users will not be able to see the folder. Also remember to remove the users and user groups that should not have access to the folder.
In the Users and groups with permissions list box, select the user or group that you want to configure in the list.
To set permissions for a user or group that does not appear in the list, click Add. Then, in the User and Group Selection dialog box, select the users/groups you want to add and click OK. If the user/group is not listed, click More Users to locate the user. From the list you can choose to add Output Manager users, LDAP users, or Windows users. You can also choose to import LDAP users. Once users are added, they are placed in the Output Manager database, causing them to always be listed in the future.

The Assigned permissions list box displays the assigned permissions for the selected user.
In the Assigned permissions box, select or clear permissions for the selected user or group. Click Select All or Unselect All to quickly assign or remove all permissions.
If you notice permissions that are selected and disabled, then the user/group selected has inherited permissions. Inherited permissions cannot be removed. To remove inherited permissions, you must first turn off inheritance for the folder.

The permissions assigned to a folder will be inherited for all of the objects contained in that folder, except for the ones that have inheritance blocked.
After you finish making changes to the permission, click OK.