Advanced Reports Group & Roles || Users & Roles

Advanced Reports Group & Roles || Users & Roles

Included in this post is the configuration and report queries so that you can create a list of users and their assigned roles by project and a list of groups and their assigned roles by project.


Expected Results!


NOTE:  You can refer to the Advanced Reports Section of the Application Administrator guide for additional information.  Also there are several blogs with more Advanced Reports here on Serena Central.

  1. If you want to use the reports as is, save the AdvancedReports.xml file to the following directory on your SBM server:  SBM Installation/SBM/Application Engine/ViewDefinitions   
    Download Link >
    Otherwise, make your edits then save the resulting XML file in the directory referenced above.

  2.  Either reset IIS or execute the GenerateViews command.

ttadmin.exe /GenerateViews

Instead of restarting IIS, on the Application Engine server, open the command line, and then navigate to:

installationDirectory\Serena\SBM\Application Engine\bin

Execute the following command: ttadmin.exe /GenerateViews

  1. Add permissions for the necessary users under the Tables privileges for your users or groups.  To run reports and view items.

  2. Create a Summary report for the Roles listed by Users.

  3. Create a Summary report for your Roles listed by Groups.

  4. When you run the reports, ensure that you set the rollup levels to "none".  This way you will eliminate the repeating rows.  This is the reason I chose the Summary report over a Listing report.



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