PAS and SSRS Training

ProClarity and SSRS Training
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.
Go to the PAS web servers properties and disable single-sign on.
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Go to ProClarity Dashboards web servers properties and disable single sign-on.
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ProClarity and SSRS Training 2 Security

Active Directory Group: Users should be a member of the appropriate active directory group. For example: mmc\ProClarity_ODS_CA_User. Assign the Active Directory group to the Cube role.
Dimension data defines the row-level data access. Page 6 of 43
Grant user access to ProClarity. Make sure the user has registered in PAS by visiting the PAS URL in their browser.
Make sure the user belongs to the appropriate role.
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Grant user access to library.
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Grant user access to the book.
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ProClarity and SSRS Training 3 How to grant someone access to ProClarity

In order to grant access to ProClarity, the user must attempt to log into PAS at least once so that the user registers into the Proclarity Administration Tool. There is no way to create a new user in PAS.
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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ProClarity and SSRS Training 4 How to grant access to a PAS book

In PAS Admin Tool, navigate to the server > library > book.
Roles are defined here:
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So make sure the user is a member of the correct role.
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ProClarity and SSRS Training 5 How to set data-level security on Dimension

Create roles in cube.
Assign users to the role. For PAS, we are using Active Directory group to assign to role.
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Go to each role and assign the security.
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ProClarity and SSRS Training 6 How to grant report access to a user

If users are getting the following error messages:
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.
Select a view/report and open using Web Professional.
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ProClarity and SSRS Training 8 How to change database connection on a book
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ProClarity and SSRS Training 9 Author and Reader roles in PAS
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ProClarity and SSRS Training 10 How to manage Download of components
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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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ProClarity and SSRS Training 11 How to create KPI

NOTE: this is not complete!
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Click Reset
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Hit apply:
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ProClarity and SSRS Training 12 Dashboard
Logon: Admin Password: Clarity6.3
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User name: Admin Password: Clarity6.3
These are the list of dashboards
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ProClarity and SSRS Training 13 How to deploy a PAS view

Log in to PAS Web Professional.
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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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Save the book.
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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ProClarity and SSRS Training 17 SSRS

Development: http://mhcapopasdv01/reports/Pages/Folder.aspx http://mhcapopasdv01/Reports http://mhcapopasdv01/REportServer Production: http://mhcalbprcp01/reports/Pages/Folder.aspx
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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These are user accounts are used to log in to data mart and cube from SSRS. Steve Macausland has the password and the passwords never expire. Mmc\PASSvcDev Mmc\passvcprd
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PAS and SSRS Training

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PAS and SSRS Training

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ProClarity and SSRS Training

Go to the PAS web servers properties and disable single-sign on.

ProClarity and SSRS Training

ProClarity and SSRS Training

Go to ProClarity Dashboards web servers properties and disable single sign-on.

ProClarity and SSRS Training

ProClarity and SSRS Training 2 Security

Dimension data defines the row-level data access. Page 6 of 43

ProClarity and SSRS Training

Make sure the user belongs to the appropriate role.

ProClarity and SSRS Training

Grant user access to library.

ProClarity and SSRS Training

Grant user access to the book.

ProClarity and SSRS Training

ProClarity and SSRS Training 3 How to grant someone access to ProClarity

ProClarity and SSRS Training

ProClarity and SSRS Training 4 How to grant access to a PAS book

Roles are defined here:

ProClarity and SSRS Training

So make sure the user is a member of the correct role.

ProClarity and SSRS Training 5 How to set data-level security on Dimension

ProClarity and SSRS Training

Go to each role and assign the security.

ProClarity and SSRS Training

ProClarity and SSRS Training 6 How to grant report access to a user

Select a view/report and open using Web Professional.

ProClarity and SSRS Training 8 How to change database connection on a book

ProClarity and SSRS Training 9 Author and Reader roles in PAS

ProClarity and SSRS Training 10 How to manage Download of components

ProClarity and SSRS Training

ProClarity and SSRS Training

ProClarity and SSRS Training

ProClarity and SSRS Training

ProClarity and SSRS Training 11 How to create KPI

ProClarity and SSRS Training

ProClarity and SSRS Training

ProClarity and SSRS Training

ProClarity and SSRS Training

ProClarity and SSRS Training

ProClarity and SSRS Training

ProClarity and SSRS Training 12 Dashboard

Logon: Admin Password: Clarity6.3

ProClarity and SSRS Training

User name: Admin Password: Clarity6.3

These are the list of dashboards

ProClarity and SSRS Training

ProClarity and SSRS Training 13 How to deploy a PAS view

ProClarity and SSRS Training

ProClarity and SSRS Training

ProClarity and SSRS Training

ProClarity and SSRS Training

ProClarity and SSRS Training 17 SSRS

ProClarity and SSRS Training

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