Viewing: Organization, User, and Role Management > Managing Organizations

Managing Organizations

System admins and organization admins use the same pages for managing organizations, the only difference is that system admins can manage top-level organizations, whereas organization admins are limited to sub-organizations.

 

Administrators of deployments with a default single organization can generally skip this section. However, this procedure can be used to change the name of the default organization.

To view organizations:

1.        Log in as a user with administrative privileges.
2. Click Manage > Organizations and select the organization to manage.

 

Manage Organizations Page for System Admins

See "Manage Organizations Page for System Admins" shows the system admin/superuser’s view of organizations. The system admin can manage any organization or sub-organization in JasperReports Server. The Organizations tree view on the left shows the hierarchy of the firm’s organizations, starting with root, the top-level container.

 

Manage Organizations Page for an Organization Admin

See "Manage Organizations Page for an Organization Admin" shows the same view for an organization admin. It shows that the admin is limited to managing only his own organizations (Operations and Sample_jasperadmin); he cannot access the firm’s other organizations.

In this view, the admin selected the Organization organization in the Organizations panel on the left. As a result, the contents Operations organization in the Organizations panel (center). As a result, the details of the Operations organization appear in the Properties panel on the right. The admin can edit the properties but not delete them. Organization admins cannot delete the organizations to which they belong.

To create a new organization:

1.        Log in as a user with administrative privileges.
2. Click Manage > Organizations.
3. In the Manage Organizations view, select the organization that will be the parent of the new organization.

In See "Adding an Organization", the parent is Organization.

The system admin is entering the following information:

•     The organization name (Europe).

•     The organization ID (europe), which must be unique across all organizations. Jaspersoft suggests an ID based on the organization name you enter, but you may enter any unique value. The ID cannot be changed after the organization is created. The organization ID appears in the login URL for users of this organization, as described in section Logging In.

•     The organization alias (euro) is the name of organization that users can enter when logging in. It must also be unique among all organizations, but it can be modified at any time.

•     The description (European Division) is a short text describing the organization. The description is displayed to admins on the Manage Organizations page.

 

Adding an Organization
4. To save the new organization, click Add Organization.

See "New Organization Added to root" shows the new Europe organization in root.

 

New Organization Added to root

The new organization appears in the Organizations panel on the left and its properties appear in the Properties panel on the right. Notice that the properties now include the number of users and roles in the organization and links to manage them. The Delete command is now enabled, as well, because the admin is a superuser, not an organization admin.

By default, new organizations have the following:

•     Two users, jasperadmin and joeuser, with default passwords.

•     Two roles, ROLE_ADMINISTRATOR and ROLE_USER, which are necessary for operating as an admin and user.

•     A folder under the parent’s folder in the repository – The new folder has the organization’s name and contains a copy of the parent organization’s Folder Template folder (refer to the JasperReports Server Administrator Guide and Multiple Organizations in the Repository).

5. To edit the organization’s properties, click Edit in the Properties panel.

Changing the organization name changes the name of the organization’s folder name. The organization ID cannot be modified, it always has the value defined when the organization is created. You can change the organization alias if you want to change the value that users use when they log in.

 

For security reasons, always change the default passwords immediately after creating a new organization. For instructions, see section Managing Users.
6. Click Save to keep any changes or Cancel to quit without saving.
7. To delete an organization, select it in the hierarchy, then click Delete. Administrators cannot delete the organization to which they belong. When you confirm the delete, all users, roles, folders of the organization and any sub-organization it contains are removed completely from JasperReports Server.