Page Comparison

1

Creates Report

Report Developer who have been approved via Blink > Data Sources (https://blink.ucsd.edu/technology/bi/sources/index.html)

2

Requests Folder

Report Developer via email busintel@ucsd.edu with suggested folder name

3

Request new Active Directory (AD) Group or modifications to existing AD Group

Report Developer via email/ticket to their local Departmental Security Administrator (DSA) or local IT Support Team

BIA recommendation for AD Group naming convention

• TeamName-Project-BI-Developer for the group of developers who will be building reports

• TeamName-Project-BI-Consumer for the group of users who will be viewing or using the reports

4

Create AD Group

DSA or local IT Support team

5

Requests AD Group be added to Folder

Report Developer via email busintel@ucsd.edu

include the folder name and AD Group name(s) to connect

default = can download summary data

AD Group access can be one of three options:

1. Developer access

2. Consumer access - can download summary data and images

3. Consumer Restricted access - cannot download summary data and images (Tableau only, in Cognos the report developer would set this limitation)

Cognos Example:  Please create a new folder called "EcoTime Reports" and allow AD group "EcoTime_BI_Developer" to publish reports to this folder in DEV.  Please also allow “EcoTime_BI_Developer” and "EcoTime_BI_Consumer" to view these reports in QA and Prod.

Tableau Example:  Please create a new folder called "EcoTime Reports" and allow AD group "EcoTime_BI_Developer" to publish reports to this folder.  Please also allow "EcoTime_BI_DeveloperConsumer" to view these reports in PRODbut NOT download summary data.

6

Adds AD Group to Folder

BIA per SNOW ticket from Report Developer

7

Adds report to Folder

Report Developer

8

Cognos: migrate to Cognos QA

Report Developer

1st time set-up by BIA required

9

Cognos: Request migration to Cognos PROD

Report Developer via email busintel@ucsd.edu