Managing Roles

To manage roles, you must be a member of the administrator role in order to access the Administration menu in the JReport Server console.

Before managing roles, you need to first select the realm in which the roles are. Then in the server console, point to Administration on the system toolbar, and then click Security > Role from the drop-down menu to display the Role page.

The following lists the role management tasks. To add or delete a role, you can also use URL commands directly.

Creating a new role

Click the New Role link. The New Role dialog appears.
Provide the name and description and specify a parent role for the new role.
To give the role the privilege of publishing resources to JReport Server or of viewing advanced resource properties information, select the corresponding checkbox.

Click OK, the new role is then added to the role table, which consists of the following columns.

Column Name	Description
Name	Lists the role names. You can view and edit role properties in the Edit Role dialog by clicking the underlined role name.
Members	Edits members of the specified role. Click the underlined member(s) to edit the members. Name Lists the names of the role's members. Type Specifies the type of the role's members. Authentication Specifies the role's members' authentication type: Local or LDAP. Remove Removes the specified members from the role. Add Members Shows the members that can be added to the role.
Control	Controls the roles. Delete Deletes the specified role.

Searching for roles
On the search toolbar above the role table, type in the text of the role names you want to search for and the roles containing the matched text will be listed. You can then click

to specify the search options. The search toolbar treats the role names as strings and searches by consecutive text. To cancel the search operation, clear the text or click

Highlight All
Specifies whether to highlight all matched text.
Match Case
Specifies whether to search for text that meets the case of the typed text.
Match Whole Word
Specifies whether to search for text that looks the same as the typed text.

Editing the privileges of a role
In the role table, click the name of the role, then in the displayed dialog, add or remove privileges for the role and click OK.

Editing members of a role
You can edit the members of a role, such as adding a new user or role, or removing a member from the role. To do this, in the role table browse to the specific role, click the member(s) link, then edit the members of the role as follows:

To remove a member from the role, check the member and then click the Remove button.
To add a member to the role, click the Add Members link, check the new member, and then click the Add button.

Notes:

A role can have more than one child group, child role and parent role.
A parent role cannot be added to the current role as its child.
Some members cannot be removed from the role they belong to, such as admin in the administrator role and guest in the everyone role. A user cannot remove himself from the administrators role.

Deleting a role
If you find a role is no longer required, you can delete it by clicking the corresponding Delete link in the Control column of the role table. However, the built-in roles, such as administrators and everyone, and roles that are not empty, cannot be deleted.