We have moved many of our reports from Crystal to SQL Reporting Service (SSRS). Crystal Reports are run from e-automate, so security is handled by e-automate. SSRS reports, however, are run from a browser so we have implemented security.
If you get an error that does not say security or page just does not load, click here.
You need to assign the Custom Property on the e-auto Employee file called ZCJDomainUserID to any EA user who will need access to run these report.
Format: Domain\username (FYI no .com needed in domain name)
Company Domain: If you don't know your domain name, from the start menu choose my computer, right click and choose properties, you should see your domain name near the bottom.
Username = Windows LogIn Name
EA Login User ID must be linked in your employee record
*NOTE* NO employee record should be linked to the user "Admin", the reports will return an security error. An employee must be linked to their EA user (and that user can be assigned admin rights if needed).
*NOTE: for ECi hosted clients the format is ecihosted\username. Please see THIS LINK for specific instructions for ECi hosted clients set up for SSRS Reports
1. SSRS Reports are accessed using your web browser.
2. All clients using SSRS Reports have ID708/SSRS User Rights listed under SSRS Reports. Please use this tool to confirm users are set up (per instructions below) and the corresponding e-auto permissions are granted to access varying SSRS Reports. Here is a typical error indicating a user needs set up:
3. We manage security by linking your Windows domain and username (domain\username) to your e-automate user ID. Users will need e-auto permissions to access the module's reports (i.e. Service Reports, Financial Reports). The name in brackets before the SSRS Report Name indicates which module.
4. Note: This simply links your e-automate rights to the SSRS report. If you don't have appropriate rights in e-automate, our report will not run. It will give you a message explaining rights needed. For example, the Contract MIF Report requires e-auto permissions to Service Reports:
Below is listing of e-auto permissions ("View" rights) needed for each of our SSRS Reports:
ID46/Warehouse Activity - Service Reports
ID150/Contract Profitability - GL Reports or Service Reports
ID204/Tech Productivity - Service Reports
ID205/Tech Time Log - Service Reports or GL Reports
ID206/CallBack Detail - Service Reports
ID207/Copy Details - Service Contract Reports
ID258 (ID36)/Customer Business Review - Service Contract Reports
ID412/Invoice Cost Center Breakdown - Service Contract Reports
ID500/Obsolete Inventory - Inventory Reports
ID557/Monthly Survey Results - Sales Analysis or Service Reports
ID587/Contracts Lost and Won - GL or Service Reports
ID674/Customer Service History - Service Contract Reports
ID683/MIF Sales Opportunity Value - Sales Order Reports
ID827/ Equipment Cover Sheet - Inventory reports, Service Contract Reports
ID877/Survey Responses - Service Contract Reports
ID900/Financial Performance Benchmarking - GL Reports
ID932/ITT Ship Out Agreement - Sales Analysis Reports
ID944/Service Call Metrics - Service Reports
ID945/Ship In Ship Out Dealers - Service Reports
ID950/Parts to Harvest from Model - Inventory Reports
Are you missing the Custom Property in e-automate?
Step 1: Go to Lists & Codes to create a new Attribute named ZCJDomainUserID (ensure Data type is Text Box):
Add this attribute as a Configuration to your Employee configuration: