Rockwell Automation FactoryTalk Report Expert User Guide - Manual (Page 134)

Chapter 9 Administering Report Expert
134 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Report Expert is displayed with the Administration page.
There are three types of user roles in Report Expert:
User role Description
Users Users have access only to the Report Viewer module of Report
Expert.
Editors Editors have access to the Report Viewer module and the Editor
page of Report Expert.
Administrators Administrators have access to all the modules and pages of Report
Expert, including the Administration page.
Report Expert makes use of Windows integrated security so you can
identify a user as a user, an editor, or an administrator. If you do not
require this functionality, you can disable security in Report Expert.
NOTE
The instructions in this section assume that the Report Expert web site
and all of the Report Expert clients are contained within a single domain.
In addition, this section assumes that the security administrator is
familiar with Windows security.
In the initial configuration, Report Expert grants data editing only
to those users that are identified as Report Expert Editors and are
members of the default local group named FTMetricsEditors. Since
the group is not created automatically during the installation of
Report Expert, you need to create it manually, or point to a local
group that already exists in your system and configure it
appropriately. If you create a local group, you can either use the
default name of the group - FTMetricsEditors - or choose another.
In the steps below we assume that you create a new local group that
will contain all Report Expert editors.
Configuring Security for
Report Expert
Setting up Security for
Report Expert Editors