Preferred roles and role ranking
Preferred roles are report catalog roles from which users inherit the report catalog settings and the log-on settings for database aliases. You can define any role as preferred role that is assigned to a user. A user can have different preferred roles for different report catalogs.
Preferred roles can be assigned manually to users of Infor BI Office Plus and Infor BI Application Studio in two ways:
- Select the Settings of the Report Catalog view in the tree. On the User tab, select the preferred role for a user from the Inherit from role drop-down list. The user inherits the report catalog settings of the preferred role of which the check boxes are selected in the Inherit column. Select the check box in the Inherit column, to inherit a setting from this role. The value in the Value column is changed to the value, which has been selected for this role on the Role tab. If you select Global Settings (No Role) from the Inherit from role drop-down list, the user inherits the global report catalog settings that are defined on the Global tab.
- Select the Report Catalog Permission Management in the tree. On the Users and Groups tab, select the preferred role for a user from the ’Inherit from Role’ Settings drop-down list. The user inherits the report catalog settings of the selected preferred role.
Additionally, users who work with the report catalogs of Infor BI Application Studio or Infor BI Office Plus, inherit the database aliases settings to connect to databases from the assigned preferred roles. When you select the Database Aliases view in the tree, the preferred role of a user in the is shown in the Inherit from role field. In the section, you specify in the Inherit column, whether roles inherit the settings that you select in the section.
Role ranking can be used to assign preferred report catalog roles to users automatically when they log on to Infor BI Application Studio or Infor BI Office Plus. For example, the users of a Windows group who log on to Infor BI Application Studio or Infor BI Office Plus for the first time can be assigned different preferred roles for different report catalogs automatically.
To define a role ranking, select the Report Catalog Permission Management view of a report catalog in the tree. Select the Users and Groups tab. Select a role of a group to which the users belong. Right-click and select from the shortcut menu. The dialog Properties of the Report Catalog Role opens. Here you select the role ranking in the Rank field. The role ranking can be defined in a range from 1, which is the highest rank, to 1000, which is the lowest rank. The default setting is 0, which means that the role ranking is disabled. To save the role ranking, click . In the Description column of the role Automatic created role is shown. In the Ranking column the ranking number of the role is shown. Repeat these steps for every report catalog that must be used.
When the role ranking has been completed and users log on to Infor BI Office Plus or Infor BI Application Studio, the role that has the highest ranking is automatically assigned to them as the preferred role. These users inherit the log-on settings for database aliases and the report catalog settings from this role.