How to Run Reports from Clarity PPM Reports and Jobs

Document ID : KB000122774
Last Modified Date : 21/05/2019
Show Technical Document Details
Use case: Management wants users to access the Studio reports, but do not want them to go to the Jaspersoft Advanced Reporting UI. What is needed in order for users to be able to run reports from Reports and Jobs? 
1) Running Reports from Advanced Reporting: Clarity PPM Advanced Reporting UI:
- Information like user, language, locale, UI theme, etc. are passed to the Jasper Report Server.
- Navigation in the report server, including permissions, is handled by the report server.
2) Running reports from CA PPM Reports and Jobs:
- Report execution is handled by the Jasper Scheduler Report Server
- However here it is accomplished via API calls
- The report is executed by the report server and the output is transferred to Clarity PPM
Clarity PPM Reports and Jobs
Below are minimum access rights to run the reports from Clarity PPM Reports and Jobs:

1) At least one Advanced Reporting access right is needed because the user has to exist in jaspersoft. When the job runs it only picks up ppm users that have been given advanced reporting access rights.
  • Recommend granting the Report create right - even though right name says "create", it's not for the creation, it's for execution of the report
2) Report - Access (global right) to see reports and jobs from the application the sub menu
3) User should be added to one of the Clarity PPM PMO Advanced Reporting Groups or any of the custom groups the user is maintaining in Clarity PPM.
  • When a user is added to the 'PMO Advanced Reporting' group in PPM there is a corresponding CSK role in Jaspersoft.
  • Because the ID's are the same when you run the Synchronize Jaspersoft Roles job the user automatically gets the csk role, which means now he is able to access the reports for that particular project, product, application for what ever group he is in.
4) The last two rights are needed for the purpose when you click on the parameters you should see some values. Depends on which report you are running.
  • Resource - View (Instance right on few resources)
  • Project - View (Instance right on few projects)
5) After creating the user in Clarity PPM and Assigning the proper access rights, below are the jobs to run:
  • Time slice
  • Update Report Tables
  • Load Data Warehouse
  • Load Data Warehouse Access Rights
  • Create and Update Jaspersoft Users (so that all the users who have AR access right will be created in Japsersoft)
  • Synchronize Jaspersoft Roles (so that all the users who are in the advanced reporting group or any other group which has the corresponding role in Japsersoft they will get that role in JS)
Additional Information:
Run, Schedule, and Share Reports