Administrative Groups of Report Server and User Management Server

A common IDP called User Management Server (UMS) is used as a separate application for managing all users and groups. It also facilitates you adding various applications within it under application management. Permissions to access these applications for users and groups are also managed. All the applications linked with the User Management Server uses common users and groups efficiently with the support of Single Sign-On (SSO). Multiple applications are organized under a single structure of unit with a common set of users and groups.

Report Server (DS) also uses the User Management Server for its user and group management. This article explains the administrative user or group information of both the Report Server and User Management Server in different scenarios.

Fresh Installation of Report Server with User Management Server – v4.1

• In this scenario, to configure the Report Server, configure the User Management Server.

• After the User Management Server configuration is completed, it will be redirected to the Report Server startup.
• On successful configuration of the Report Server, user created while configuring the User Management Server is the admin user for both the User Management Server and Report Server.

• An application of the Report Server is automatically created in the User Management Server in backend during this configuration process.
• The System Administrator group for the above created application is also created in the User Management Server as a Syncfusion Report Server System Administrator as follows.

Example: If you want to make any user as an admin for the Report Server application, add that user to the Syncfusion Report Server System Administrator group of the User Management Server.

Upgrade v3.2 to v4.1 Report Server without User Management Server

• On upgrading the Report Server v3.2 to the latest Report Server v4.1 with User Management Server, the User Management Server will be configured initially.
• In the User Management Server admin selection page, all the users from the existing Report Server will be listed and asked to select an admin role for the User Management Server.
• A group named System Administrator will be created and the above selected users will be added to this group. This will be the admin group for the User Management Server.
• A group named Syncfusion Report Server System Administrator will be created in the User Management Server and it will be the admin group for the Report Server application.
• All the existing users in the Report Server admin group will be moved to this group and therefore, this will be the admin group for the Report Server.

Example: If you want to make any user as an admin for the Report Server application, add that user to the Syncfusion Report Server System Administrator group of the User Management Server.

Upgrade User Management Server (Data Integration Platform installed) with v4.1 Report Server

• Since the Data Integration Platform, which contains User Management Server, is installed already, the configuration of User Management Server would be completed already.
• You should add the Report Server as an application manually in the User Management Server using the steps given here.
• In the Report Server admin selection page, all the users in the existing User Management Server will be listed and asked to select for the admin role.
• A group named [application name] System Administrator will be created in User Management Server and it will be the admin group for the Report Server application.
• All the users selected in the Report Server admin selection page will be added to the above created group.

Example: If you want to make any user as an admin for Report Server application, add that user to the [application name] System Administrator group of the User Management Server.

Upgrade v3.2 to v4.1 with User Management Server (Data Integration Platform installed)

• On upgrading the Report Server from v3.2 to v4.1 with User Management Server, configuration of both the Report Server and User Management Server would be completed already.
• Hence, you should add the Report Server as an application manually in the User Management Server using the steps given here.
• While configuring the Report Server, if the settings in the existing Report Server and User Management Server are duplicated, an alert is displayed for migrating the settings from the existing Report Server to the User Management Server as follows.

• Resolve the settings conflict using the steps given here.
• If you face any user conflicts during configuration, resolve it by following the steps given here.
• In the admin selection page of Report Server, all the users in the existing User Management Server will be listed and asked to select for the admin role.
• A group named [application name] System Administrator will be created, and it will be the system administrator group for Report Server application.
• All the selected users will be added to the above created group.

Example: If you want to make any user as an admin for Report Server application, add that user to the [application name] System Administrator group of the User Management Server.

Same User Management Server with two Report Server applications

• In v4.1 Report Server with User Management Server, any number of applications of same type can be added and accessed.
• You can add the applications with different application names.
• If two Report Server applications are added to the User Management Server, then the two system administrative groups are created for the applications with appropriate application names.

Example: If you want to make any user as an admin for added Report Server applications, add that user to the appropriate System Administrator groups of the User Management Server.