### Security dialog

When you click Security on the system toolbar of the JReport Administration page, the entries to the following panels are available on the drop-down menu. Use each panel to set the settings according to your requirements.

- Realm panel
- User panel
- Group panel
- Role panel
- Privilege panel
- Alias panel
- Dynamic Security panel

#### Realm panel

This panel allows you to manage realms in JReport Server. See the panel.

Create a New Realm

Creates a realm in the New Realm dialog.

Name

Displays the names of the existing realms.

State

Displays the states of the existing realms: Active Realm or Selected Realm. Active Realm means that the realm is the current active realm, and Selected Realm means the realm is the current editing realm in the Security dialog.

Control

Controls the realms.

- Select
  Sets the specified realm to be the current editing realm.
- Delete
  Deletes the specified realm.

#### User panel

This panel allows you to manage users in JReport Server. See the panel.

Create a New User

Opens the New User dialog to create a user.

User Name

Lists the users' names. You can view and edit user properties by clicking the underlined user names.

Full Name

Displays the user's full names. Full name is a property of a user.

Edit Roles

Edits the roles of the specified user. Click the underlined role(s) to edit the roles.

- Name
  Lists the name of the roles that the user holds.
- Built-in
  Specifies whether the role is a built-in role.
- Remove
  Removes the specified roles from the role list.
- Add Roles
  Lists the roles that can be assigned to the user.
  - Add
    Adds the specified roles to the user.

Edit Groups

Edits the groups of the specific user. Click the underlined group(s) to edit the groups.

- Name
  Lists the name of the groups that the user belongs to.
- Remove
  Removes the user from the specified groups.
- Add Groups
  Lists the groups that the user can be added to.
  - Add
    Adds the user to the specified groups.

Authentication

Specifies users' authentication type: Local or LDAP.

Control

Controls the users.

- Auditing
  Opens the Auditing dialog to audit the specified user.
- Change Password
  Opens the Change Password dialog to change the password of the specific user.
- Preferences
  Opens the Preferences dialog to set preferences for the specific user. For details about the preference settings, refer to Profile dialog.
- Delete
  Deletes the specified user. The built-in user accounts admin and guest cannot be deleted.

#### Group panel

This panel allows you to manage groups in JReport Server. See the panel.

Create a New Group

Creates a group in the New Group dialog.

Name

Lists the group names. You can view and edit group properties by clicking the underlined group name.

Members

Edits members of the specified group. Click the underlined member(s) to edit the members.

- Name
  Lists the name of the members that the group holds.
- Type
  Specifies the type of the members that the group holds.
- Authentication
  Specifies the group members' authentication type: Local or LDAP.
- Remove
  Removes the specified members from the group.
- Add Members
  Shows the members that can be added to the group.

Control

Controls the groups.

- Delete
  Deletes the specified group. Groups that have child members or parent members cannot be deleted.

#### Role panel

This panel allows you to manage roles in JReport Server. See the panel.

Create a New Role

Creates a role in the New Role dialog.

Name

Lists the role names. You can view and edit role properties by clicking the underlined role name.

Members

Edits members of the specified role. Click the underlined member(s) to edit the members.

- Name
  Lists the names of the role's members.
- Type
  Specifies the type of the role's members.
- Authentication
  Specifies the role's members' authentication type: Local or LDAP.
- Remove
  Removes the specified members from the role.
- Add Members
  Shows the members that can be added to the role.

Control

Controls the roles.

- Delete
  Deletes the specified role. Built-in roles, administrators and everyone, and roles that are not empty, cannot be deleted.

#### Privilege panel

This panel allows you to grant roles, groups and users privileges in JReport Server. See the panel.

Available

- Role
  Lists the roles available in the server security system.
  - Role Name
    Displays the names of the roles.
  - Organization Name
    Shows the organizations that the roles belong to. Available to system admin when the organization feature is enabled.
- User
  Lists the users available in the server security system.
  - User Name
    Displays the names of the users.
  - Organization Name
    Shows the organizations that the users belong to. Available to system admin when the organization feature is enabled.
- Group
  Lists the groups available in the server security system.
  - Group Name
    Displays the names of the groups.
  - Organization Name
    Shows the organizations that the groups belong to. Available to system admin when the organization feature is enabled.

Adds a role/user/group from the Available table to the Selected table. Then you can grant privileges to it.

Removes a role/user/group from the Selected table, and also removes the privileges assigned to it at the same time.

Selected

- Principal Name
  Lists the roles/groups/users added.
- Organization Name
  Shows the organizations that the roles/groups/users belong to. Available to system admin when the organization feature is enabled.
- Privileges
  Select a role/group/user in the Selected table and then assign privileges to it. You can directly select the checkboxes to grant privileges, or uncheck the boxes to remove privileges.
  - Publish
    The privilege of publishing resources to JReport Server.
  - Advanced Properties
    The privilege of viewing advanced information of version properties such as catalog connections and report related resources.

OK

Applies the settings.

Cancel

Does not retain any changes and closes the dialog.

Help

Displays the help document of this feature.

Notes:

- If users want to publish resources, they must at the same time have both the permission to write and publish.
- By default, only the "administrators" role and "admin" users have the Publish and Advanced Properties privileges.

#### Alias panel

This panel allows you to set an alias resource tree based on the server resource tree for roles, groups, or users. See the panel.

Set Role/Group/User Alias

Sets an alias resource tree for roles/groups/users, and then adds these roles/groups/users to the alias list.

After clicking the link, the following options will be available:

- Role Name/Group Name/User Name
  Lists the roles, groups, and users for which you can set an alias resource tree.
- Description
  Specifies information about a role, group or user.
- Next
  Goes to the next step and opens the Set Alias dialog.
- Cancel
  Cancels any operations performed and exits the page.

Name

Lists the name of roles, groups, and users that have been set an alias resource tree.

Description

Specifies information about a role, group or user that has been assigned an alias.

#### Dynamic Security panel

This panel appears when you select Data Source from the Security drop-down menu and is used for managing dynamic catalog security. See the panel.

New Dynamic Security

Creates a dynamic security in the New Dynamic Security dialog.

Delete

Deletes the selected dynamic security.

Search

Searches for specific dynamic security.

- Search category drop-down list
  Specifies the search category. For example, if you want to find the dynamic security which use the catalog SampleReprts.cat, select Catalog from the drop-down list.

  There are the following search categories:

  - Catalog
    Searches for catalogs.
  - Security File
    Searches for catalog security file names.
  - Is Default
    Searches for true or false in the Is Default column.
- Keyword text box
  Specifies the search keyword. After inputting the text, click in the text box to start the search. The x button in the text box is used to clear the input text.

Dynamic security table

Lists all the dynamic security. All columns are sortable. To sort the table by a certain column, click on the column name. By Default the table is sorted by Catalog.

- Checkbox
  Specifies whether or not to select a dynamic security. Select the checkbox on the column header to select all the dynamic security.

The table consists of these columns:

- Catalog
  Displays the catalogs for which the dynamic security are created with the full resource path, for example, `/SampleReports/SampleReports.cat`.
- Security File
  Displays the names of the catalog security files for the dynamic security.
- Is Default
  Shows whether the dynamic security is set to the default. The value is editable. Click in the Is Default cell of a dynamic security and then select true or false from the drop-down list. For a catalog, only one dynamic security can be set to true and the latest setting takes effect.
- Controls
  - Upload
    Uploads a catalog security file for a specific dynamic security in the Upload Dynamic Security dialog.
  - Download
    Download the catalog security file from the server.

###### Related topics:

- Managing security