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1 How to disable single sign-on security of PAS book ................................................................................2 2 Security .................................................................................................................................................... 6 3 How to grant someone access to ProClarity ..........................................................................................11 4 How to grant access to a PAS book ....................................................................................................... 13 5 How to set data-level security on Dimension ......................................................................................... 15 6 How to grant report access to a user...................................................................................................... 18 7 How to tell what data source a report is pointing to.................................................................................19 8 How to change database connection on a book ....................................................................................20 9 Author and Reader roles in PAS ........................................................................................................... 21 10 How to manage Download of components........................................................................................... 22 11 How to create KPI................................................................................................................................. 27 12 Dashboard ........................................................................................................................................... 34 13 How to deploy a PAS view.................................................................................................................... 37 14 Source Safe ......................................................................................................................................... 41 15 California Notes.................................................................................................................................... 41 16 Washington Notes................................................................................................................................. 41 17 SSRS ................................................................................................................................................... 42
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ProClarity and SSRS Training 1 How to disable single sign-on security of PAS book
Terminal Service into MHCAPOPASDV01 and open IIS management.
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Grant user access to ProClarity. Make sure the user has registered in PAS by visiting the PAS URL in their browser.
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Once the user has attempted to access PAS, the persons id will show up in the list.
You can then grant the user Professional access or publishing access.
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Make sure the user is a member of the appropriate active directory group.
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Assign users to the role. For PAS, we are using Active Directory group to assign to role.
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Ask user to get added to the appropriate active directory group. Data-level security within the cube will propagate from there.
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ProClarity and SSRS Training 7 How to tell what data source a report is pointing to
Log in to PAS and navigate to the book.
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The XML files to download components are located in MHCAPOPASDV0. Proclarity > Server >installation > install > BLS > download files > You need to register components (ie: KPI selector or dashboard) on the PAS Server. From Analystics Server Administration screen, Analystics Server Administration Tool > <server name > > Components > right click on Components and select New Component. Browse > KPIDESIGNER.XML
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Click Reset
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Hit apply:
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Change the appropriate values in the following screen. Make sure to change the server name to the appropriate server name. If the cube name has changed, make sure it is updated here as well. Encounter Production Server Name Production Catalog Name Production Cube Name Pharmacy Production Server Name Production Catalog Name Production Cube Name MHCALBENODSP01 ENC_CUBE DataMartDS MHCALBENODSP01 PHARMA_CUBE Pharma_Cube
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Review the changes to be made in the following screen and click Finish. This will update the connection information.
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If you are replacing an existing book: Analytics Server > Publish Book > enter production server. http://<server>/PAS/ The list of libraries will display. Name is taking from filename of .BKK file. Cannot override existing book so must save as different book name. Select the library where you want to publish the book to. at this point, you may have 2 books with the same reports but different data source so delete the original one.
14 Source Safe
ODS - Business Intelligence > Proclarity Briefing Books Encounter.bkk will be deployed in production ODS - Business Intelligence > SSR
15 California Notes
Use PCP Pay To Provider
16 Washington Notes
Use PCP Pay To Contract
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In order for regular users to create/publish reports in SSRS, IT needs to build a Report Model which is a view of the data source.
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