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How to Create Customized Reports for Accounts with Restricted Permissions

ipMonitor 8's enhanced Configurable Reports allow you to provide specific ipMonitor Accounts with limited access to custom Reports.

For example, you may choose to allow certain staff members in various departments within your corporation to view statistics for monitored resources that pertain only to them. Or you may be monitoring web sites for a number of clients, who would only require access to their own set of data.

There are a number of advantages to this setup:

  • End-users can access web-based "ad-hoc" Reports to view their data at any time, using preconfigured Configurable Reports.
  • Accounts configured with the appropriate restricted permissions are not able to add, delete or modify Configurable Reports.
  • Security concerns, such as safeguarding sensitive information, can be addressed with confidence.

This tutorial illustrates the configuration setup required to provide specific Accounts with access to customized Reports.

Available Resources
Click the PDF icon to open a printable PDF version of this tutorial. It includes all the information found here, including images from the ipMonitor software, diagrams, and links to additional resources.

Step 1: Create a Custom Report Template

To create a Configurable Report, proceed with the following:

  1. Log in to the ipMonitor web interface.
  2. Click the Reporting menu option and select Configurable Reports.
  3. Click the Add Report Wizard button.

  1. Specify the individual Monitor(s) or Group of Monitors that will be used to create the custom Report, then click Next.

TIP

Limit your choices to those Monitors directly relevant to a specific end user. For the purposes of this tutorial, we will assume that the Account in question is set up to be used by the Information Systems branch at a Server Storage Center (the SSC Group shown below).

  1. Configure the desired time selection for the Report, as well as your preferred graphical settings, and then click Next.
  2. Select the type of data that will be included in the Report, then click Next.

TIP

For additional information on customizing a Report Template, refer to the Configurable Reports section of the Administrator's Guide.

  1. Specify a Report Name, select your desired display settings, and then click Create.

Step 2: Limit Report Access to Specific Accounts

Once the Configurable Report has been created, you can then restrict access to it.

Note: ipMonitor Administrator Accounts have access to all Reports. Access restrictions can only be applied to User and Guest Accounts.

The Access Restriction section is located at the bottom of the Edit Report screen. You'll be automatically directed to this screen after creating the Report Template using the Add Report Wizard.

  1. Select the Allow Specific Accounts to view this Report Access Mode, and then click the Add Accounts button.
  2. Select the desired Account(s) which will be granted access to view the Report, and then click Continue.

Step 3: Add Automatic Refresh Capabilities to the Report

ipMonitor 8's highly enhanced Configurable Reports allow you to add HTML fragments to further customize the resulting Report.

Adding a "Meta Refresh" HTML tag to the Report allows you to include automatic refresh capabilities within the Report. This makes it possible for the end-user to have access to the most recent data without having to re-launch the Report or refresh the page manually.

  1. Within the Report Cells section, click the Add Cell button and select the HTML Fragment option.
  2. Add the following HTML code within the HTML Fragment text box.

    <head>
    <meta http-equiv="refresh" content="300">
    </head>


    This indicates that the Report will automatically refresh at 300 second intervals (every 5 minutes). You can also adjust the value specified within the "content" element to suit your needs.

  1. Click OK.
Step 4: Access the Report

At this point, the Report is ready to be accessed by the User Account specified in Step 2 of this tutorial. Before proceeding, however, we recommend ensuring that the Account in question has been granted limited permissions. To verify this, proceed with the following:

  1. Click the Security menu option, and then select Accounts.
  2. Click the Name of the Account in question.
  3. The Access Map displayed below shows the minimum permissions that must be enabled for the User Account to be able to access the Report. If additional permissions are checked, Users may be granted access to view sensitive information that is not pertinent to their needs.

TIP

For additional information regarding setting access restrictions on a per-Account basis, refer to the tutorial titled Accounts: Configure User Accounts Permission Levels.

The User Account can now log in to ipMonitor. Using the access restrictions depicted above, no other information will be visible when the end-user logs in to the software.

  1. Access the Admin Dashboard. To do so, click the speedometer icon located on the menu bar.

  1. Click the My Reports tab to access the custom Report.

Additional Resources

For information on other features and concepts related to those discussed in this article, refer to the following ipMonitor resources:

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Last Updated: October 6, 2006 | What did you think of this topic?

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