Creating a P6Reports Role

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If using the BI Publisher security model, you need to create a new role that contains the P6 JDBC Datasource and BI Publisher Scheduler Role.

To create a P6Reports role:

Note: Some steps vary depending on whether you are using BI Publisher 10g or 11g. The steps distinguish between 10g and 11g if they differ.

1. In BI Publisher 10g, click the Admin tab.

   In BI Publisher 11g, click the Administration link at the top of your screen.

2. In the Security Center section, select the Roles and Permissions link.
3. Select Create Role.
   1. Name the role P6Reports.
   2. Click Apply.
4. (for BI Publisher 10g only) Click Add Folders.
   1. Add P6Reports to Allowed Folders.
   2. Click Apply.
5. Click Add Data Sources.
   1. Add the P6RPT (for Oracle) or P6SSRPT (for Microsoft SQL Server) data source to Allowed Data Sources.
   2. Click Apply.
6. Click Add Roles.
   1. Highlight BI Publisher Scheduler and any other roles you need.
   2. Click Move.
   3. Click Apply.