Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Panel
panelIconIdatlassian-info
panelIcon:info:
bgColor#F4F5F7

This guide is for the Data Warehouse Report Server (CCC Data 2.5.0) released to production on August 16, 2023.

...

  1. The User coordinates with the CCCTC Enabling Services team to get their temporary password and first-time login log in information via secure method (i.e., Privnote).

  2. The User downloads and installs compatible authentication software on their desktop or mobile device.

  3. The User completes the “First-time User Log In” process, which enables entry of account credentials, one-time QR code verification, and authentication to the DWRS.

  4. Optional: After logging in, the User may update their temporary password using the Forgot Password? link to reset their password.

...

Expand
titleExpand here to see the First-Time User Log In steps (one-time process).
Note

Non-SSO Users Only: Complete this one-time process using the steps below.

Step 1: Enter Your Account Credentials on the Log In Pages

  1. Ensure you have one of the compatible authenticator apps installed on your desktop or mobile device.

  2. Navigate to the Data Warehouse Report Server URL for non-SSO users (https://dw-reports.ccctechcenter.org/jasperserver-pro/login.html); land on the log in page.

  3. Enter your Username or Email Address (institutional email address) in the Username or email input field (.edu or .org is required) on the main “Sign in to your account” screen. Click “Sign In” to proceed to the nextscreen.

  4. Enter your the temporary Password provided to you by the CCCTC Enabling Services Administrator (sent separately via Privnote). Click the “Sign in” button to continue to the QR Code Scan screen.

Screen shot of the Data Warehouse Report Server Sign In Email screen.

Screen shot of the Data Warehouse Report Server Sign In Password screen.

Panel
panelIconIdatlassian-info
panelIcon:info:
bgColor#F4F5F7

The temporary password is generated by the a CCCTC Enabling Services Administrator during the account creation process. You can change this password at any time by using the “Forgot Password?” link.

Step 2: Scan the QR Code Page

The Scan the QR Code page is displayed once during the “first-time user log in” process. The user must have the authentication software installed on their desktop or mobile device in order to scan the QR code that appears on the page. The code is captured by the authenticator app which establishes the connection between the account (shared secret key hidden in the barcode) and the authenticator app to complete the initial two-factor authentication process.

  1. With your Authenticator App installed, scan the QR code that appears in the center of the page.

    1. Scanning the QR Code with Chrome Authenticator (from desktop).

    2. Scanning the QR Code with Google Authenticator(usinga mobile device).

  2. As the authenticator scans the barcode (QR Code), a six-digit verification code will appear/register in your authenticator app.

  3. As soon as you see the six-digit code appear in your authenticator app, copy the code and then click “Submit” to go to the next page.

Panel
panelIconIdatlassian-warning
panelIcon:warning:
bgColor#F4F5F7

NOTE: This step requires the user to use theirauthentication app previously installed on their desktop or mobile device to scan the onscreen barcode. The “secret” key identified by the barcode will add the required attribute to the User’s account.

Using Chrome Authenticator to Scan the QR Code

  1. Once the Chrome Authenticator app has been installed, a shortcut will appear in your Extensions toolbar in your browser.

  2. Click the Authenticator icon in your Extensions toolbar to open the tool.

  3. Click the scan icon and move your mouse over the QR barcode in the center of the page.

  4. Click + hold the mouse to drag the scan functional across the bar code.

  5. The secret key hidden within the barcode will register as a six digit code in the Authenticator registered to your Report Server account.

Using Google Authenticator to Scan the QR Code

  1. Once the Google Authenticator app has been installed on your mobile device, an icon will appear on your phone wall or homepage.

  2. Click to open the Google Authenticator app

  3. Point the camera on your mobile device at the barcode on the screen and snap a picture.

  4. The secret key hidden within the barcode will register as a six digit code in the GA app registered to your DW Report Server account.

Panel
panelIconIdatlassian-check_mark
panelIcon:check_mark:
bgColor#F4F5F7

Tip: After scanning the QR code and confirming the verification code is captured by the authentication software, snap a screen shot of the code and store in a secure place. For security purposes, don’t store the verification code with the URL or other credentials to the DWRS.

...

For Non-SSO Users Only: After the user completes the one-time “First-Time User Log In” process, the user is “verified” and will not have to repeat the Scan the QR Code Page stepagain UNLESS they need to re-install their authentication software and/or generate a new QR code. For all subsequent s, the verified user needs only to enter their account credentials and the verification code retrieved from their authenticator app.

...

Step 1: Log in Page Enter Username or Email

  1. Navigate to the Data Warehouse Report Server URL (https://dw-reports.ccctechcenter.org/jasperserver-pro/login.html) and land on the Log In page.

  2. Enter your user account credentials and password in the input fields.

    User ID: Enter your institutional

    username or institution’s email address in the

    User ID field (.edu, or org) (Required)Password: Enter your unique password

    input field.

  3. Click the “Sign In” button.

Panel
panelIconIdatlassian-lightcheck_bulb_onmark
panelIcon:lightcheck_bulb_onmark:
panelIconText:light_bulb_on:
bgColor#F4F5F7

Reminder: Click the Forgot Password? link Tip: Your Username is your institution or organization email address used during the initial account setup with the CCCTC Enabling Services team.

Screen shot of the Data Warehouse Report Server Sign In Password screen.Image Added

Step 2: Enter Password

  1. Enter your password in the Password input field or click the Forgot Password? link to reset your password.

  2. Click the “Sign In” button.

Panel
panelIconIdatlassian-light_bulb_on
panelIcon:light_bulb_on:
panelIconText:light_bulb_on:
bgColor#F4F5F7

Reminder: Click the Forgot Password? link on the Log In page to recover your account password or to change your password at any time.

Step 23: Enter Verification Code Page

...

  1. Immediately upon landing on the “One-time code” screen, copy the verification code from your Authenticator app within 30 seconds of making the request (clicking on Sign In button on Log In screenafter entering password).

  2. Verification Code: Enter the code from the authenticator app into verification code in to the “One-time code” field.

  3. Click the “Sign in” button to complete the log in process and access the DWRS.

Panel
panelIconIdatlassian-check_mark
panelIcon:check_mark:
bgColor#F4F5F7

Best Practice: To save time retrieving your verification code, consider labelling the DWRS entry in your Authenticator tool, especially if you are using the tool for more than one application.

Password Reset Process

To change or update your user account password:

  1. Navigate to the Data Warehouse Report Server sign-in page at https://dw-reports.ccctechcenter.org/jasperserver-pro/login.html.

  2. Click on the “Forgot Forgot Password?” link that sits below the “Sign in to your account” input fields.

...

...

  1. which is available on every screen.

...

  1. Enter your email address that was used to create your account

...

  1. .

  2. Click Submit.

...

A confirmation message appears on the screen directing you to retrieve an email.

...

  1. On the Home page, click Create in the Reports block. The Create Report wizard opens.

  2. Select the Ad Hoc view you want to use as the basis for your report.

  3. Select a report template. To use a template other than the default, select Custom Report Template, click Browse and select the desired template. See Report Templates for more information.

  4. Click OK. If asked, enter the input controls needed. See Using Input Controls.

...

Panel
panelIconIdatlassian-info
panelIcon:info:
bgColor#F4F5F7

Creating Filters with Relative Dates

You can filter information in your view based on a date range relative to the current system date. You can accomplish this using date-based filters, and entering a text expression describing the relative date or date span you want to display, using the format <Keyword>+/-<Number> where:

  • Keyword indicates the time span you want to use. Options include: DAY, WEEK, MONTH, QUARTER, SEMI, and YEAR. An option used by itself (without +/-<Number>) gives the current value for that option.

  • or - indicates whether the time span occurs before or after the chosen date.

  • Number indicates the number of the above-mentioned time spans you want to include in the filter.

For example, if you want to see all of the CC Promise Grant Applications submitted during the prior week, your expression would be: WEEK-1.

...