Configure user accounts

After RtReports is installed, you must add an administrator account to the administrator group, then configure and add additional groups and users.

1. Add a domain account to RtReportsAdmin group.

   During the server installation, a local group is created called RtReportsAdmin. The installation kit also creates the security database for RtReports within the PI Module Database.

   The RtReportsAdmin group is automatically assigned all security privileges.

   To use the system, you must add your domain account to the RtReportsAdmin group. This allows you to log in to the RtReports editor and start to assign security privileges.

2. Create local group accounts.

   In order to control security privileges, you must create local groups through Windows on the RtReports server.

3. Set permissions for groups.

   After you have created group accounts through Windows, log into the RtReports editor as an administrator and assign specific security privileges to groups in the Group Privileges window.

   For more information on managing user accounts, see Security management.

4. Add domain users to local groups.

   After you create local groups on the RtReports Web server and associate security privileges to those groups, you grant individual access to the system by adding domain users to the appropriate groups.

   Once you add a domain user to a group that has a set of RtReports security privileges assigned to it, the user can log in to RtReports generator and editor using the same set of security privileges.