Steps to configure and get Reports in Report manager.
1. Enable getting Reports in Report Manager.
2. Add New Folders.
3. Get new files to Process Monitor.
4. Assign/Create required Permission Lists/Roles to Users.
5. Configure the process.
6. Create a new run control id.
7. Run it.
8. Verify it.
For any reports to be visible to other people in Report Manager we need to do the following:
1. Activate the following Service Operations
- · Check Active (in Default Service Operation Version)
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2. To Add New Folders, add them here. This is just to group by folders and has no security tied to it.
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3. To get new files to Process Monitor
· Add PRL in System Settings –> Distribution File Options –> Add PRL & Description
- Bounce the Process Scheduler
- After running the report verify that the file is pulled up
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4. Create new permission list
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- Add Report Manager access and Report Viewer access.
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- ·Click Select All to give the Report Viewer Page access.
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- Add other Reports access. This gives the option to run the reports. If the users don’t want/need to run the reports this may be skipped.
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5. Add new Role
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- Verify required users got the Role
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6. Change the Process Destination, set the Destination Source, Folder Name and Distribute To.
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7. Run the process
- Create a new run control id
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- To ensure everything is correct, Click on the Job (Description)
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- Click on Distribution of required Process, we must be able to see the given Folder Name and the Role.
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8. Verify the distribution by going to Report Manager –> List
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Thanks a lot to my friend Ranjan Patro (http://in.linkedin.com/in/ranjanpatro) for creating this document.