Set Up Users and Roles in the LDAP Provider

This procedure must be performed in the LDAP provider. See the documentation for the provider for details on how to perform these tasks.

To set up users and roles:

  1. In the Domain root node of the LDAP provider, create the roles to integrate with Publisher. See Understand Publisher Users, Roles, and Permissions for full descriptions of the required functional roles.
    • XMLP_ADMIN - The administrator role for Publisher. You must assign the Administrator account used to access your LDAP server the XMLP_ADMIN group.
    • XMLP_DEVELOPER - Allows users to create and edit reports and data models.
    • XMLP_SCHEDULER - Allows users to schedule reports.
    • XMLP_TEMPLATE_DESIGNER - Allows users to connect to Publisher from the Template Builder for Word and to upload and download templates. Allows users to design layouts using the Publisher Layout Editor.
  2. Create other functional roles as required by your implementation (for example: HR Manager, Warehouse Clerk, or Sales Manager), and assign the appropriate Publisher functional roles.
  3. Assign roles to users.

    Note:

    Ensure that you assign the Administrator account the XMLP_ADMIN role.