PAS and SSRS Training

7/29/2019 PAS and SSRS Training

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ProClarity and SSRS Training

1 How to disable single sign-on security of PAS book ................................................................................22 Security .................................................................................................................................................... 63 How to grant someone access to ProClarity ..........................................................................................114 How to grant access to a PAS book .......................................................................................................135 How to set data-level security on Dimension ......................................................................................... 15

6 How to grant report access to a user................................................................................................... ...187 How to tell what data source a report is pointing to.................................................................................198 How to change database connection on a book ............................................................................... .....209 Author and Reader roles in PAS ........................................................................................................... 2110 How to manage Download of components................................................................................. .......... 2211 How to create KPI.................................................................................................................................2712 Dashboard ........................................................................................................................................... 3413 How to deploy a PAS view.................................................................................................................... 3714 Source Safe ......................................................................................................................................... 4115 California Notes.................................................................................................................................. .. 4116 Washington Notes.................................................................................................................................4117 SSRS ................................................................................................................................................... 42

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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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2 Security

Active Directory Group: Users should be a member of the appropriate active directorygroup. For example: mmc\ProClarity_ODS_CA_User.

Assign the Active Directory group to the Cube role.

Dimension data defines the row-level data access.

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Grant user access to ProClarity. Make sure the user has registered in PAS by visiting the PAS URL intheir 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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3 How to grant someone access to ProClarityIn order to grant access to ProClarity, the user must attempt to log into PAS at least once so that the userregisters 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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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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5 How to set data-level security on DimensionCreate 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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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 willpropagate from there.

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7 How to tell what data source a report is pointing toLog in to PAS and navigate to the book.

Select a view/report and open using Web Professional.

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8 How to change database connection on a book

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9 Author and Reader roles in PAS

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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 AnalysticsServer Administration screen,

Analystics Server Administration Tool > > Components > right click on Components andselect New Component.

Browse > KPIDESIGNER.XML

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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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12 Dashboard

Logon: AdminPassword: Clarity6.3

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User name: Admin

Password: Clarity6.3

These are the list of dashboards

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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 theappropriate server name. If the cube name has changed, make sure it is updated here as well.

Encounter

Production Server Name MHCALBENODSP01

Production Catalog Name ENC_CUBE

Production Cube Name DataMartDS

Pharmacy

Production Server Name MHCALBENODSP01

Production Catalog Name PHARMA_CUBE

Production Cube Name Pharma_Cube

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Review the changes to be made in the following screen and click Finish. This will update the connectioninformation.

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Save the book.

If you are replacing an existing book:

Analytics Server > Publish Book > enter production server. http:///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 thesame reports but different data source so delete the original one.

14 Source SafeODS - 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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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 aview of the data source.

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http://mhcapopasdv01/reports/Pages/Folder.aspxhttp://mhcapopasdv01/Reportshttp://mhcapopasdv01/REportServerhttp://mhcalbprcp01/reports/Pages/Folder.aspxhttp://mhcapopasdv01/reports/Pages/Folder.aspxhttp://mhcapopasdv01/Reportshttp://mhcapopasdv01/REportServerhttp://mhcalbprcp01/reports/Pages/Folder.aspx


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ProClarity and SSRS TrainingThese are user accounts are used to log in to data mart and cube from SSRS. Steve Macausland hasthe password and the passwords never expire.Mmc\PASSvcDevMmc\passvcprd

PAS and SSRS Training

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