Configure quick-start for frequently used reports

If you add macros that were designed to start particular reports, you can integrate these macros into the Evaluate tab bar or the Evaluations pop-up menu. This way you can start the reports by clicking the related icons.

Prerequisite

You are script administrator for this tenant.

The administrator roles described in the following are defined via various privileges at the server and database level. Depending on the roles assigned to the administrators they can carry out specific functions.

superuser

The user superuser is created automatically. By default, this user is assigned the User management, License management, and Configuration administrator function privileges. This user can also enable this function privilege for other users. Users of the superuser type do not use up a license. They manage the system administration, but cannot use ARIS products due to license restrictions. The default password is superuser. You should change the default password to prevent unauthorized access. The password of the superuser is very important, as it is the only user who cannot be deleted. You can change all user data except for the user name. The superuser can recreate the other default users (system, arisservice, guest) if they were deleted.

system

The system user system assumes the administrator role of the system administrator and has all function and access privileges in all databases of a tenant. Authorized persons can use this emergency user to log in to any database, even if you are using an external system, such as LDAP, for authentication.

The name system cannot be changed. The System user check box for this user (Function privileges properties page in ARIS Architect) cannot be disabled either. You should immediately change the password manager to prevent unauthorized access.

To avoid problems, you should create additional system users. Having more than one system user can avoid problems, for example, if one system user has forgotten his password. If you forgot the passwords of all your system users, the full range of functions is no longer available and full data access is no longer possible.

The following administrator roles are defined:

Database administrators

Database administrators require the Database administrator function privilege in ARIS Administration. Users with this role have all function and access privileges and can edit data of all databases of the client.

Database administrators perform the following tasks at the server level:

Users with defined function privileges can perform additional actions at the database level.

Configuration administrators

A Configuration administrator requires the Configuration administrator function privilege in ARIS Administration.

They perform the following tasks:

Script administrators

Script administrators require the Script administrator function privilege in ARIS Administration.

Script administrators perform the following tasks:

Analysis publisher

Analysis publishers require the function privilege of the same name in ARIS Administration.

Analysis publishers perform the following actions:

Analysis administrators

Analysis administrators require the function privilege of the same name in ARIS Administration.

Analysis administrators perform the following actions:

Procedure

  1. Create a macro.

  2. Enter the name of the macro, such as Start <name of the report to be started>.

  3. Enter a description and specify the other fields, if required.

  4. Click Next and specify the context for which the macro can be started.

  5. Click Next. The Contents page opens.

  6. Select The macro runs this report option.

  7. In the Report field, click Down arrow and select the required report.

  8. Click Next to specify an evaluation filter or define output files, if required.

  9. Click Next to restrict the access to the macro to certain users or user groups, if required. Use the same settings as defined for the report. To check the report settings, open the Properties > Restrict access dialog of the related report.

  10. Click OK. The macro is created.

  11. Activate the Explorer Explorer tab.

  12. Click Configure macros Configure macros on the Evaluate tab bar. The Assign macros dialog opens.

  13. Click the macro you created earlier, such as Start <name of the report to be started>.

  14. In the Symbol column, click Down arrow the arrow and select an icon.

  15. Enable the check boxes in the Tab bar and/or the Pop-up menu columns, and click OK.

The selected icon is added to the Evaluation tab bar.

You can start the report by clicking the icon both on the Evaluation tab bar (Down arrow Macros) and the Macros context menu.