Creating and Maintaining Library Access Lists
A Library Access List defines the groups and users authorized
to view report output distributed by a schedule to the Report Library.
A Library Access List can be used with single or multiple schedules.
A Library Access List is created as a private item owned by a
user and can be shared to authorize other groups and users to select
it for their schedules. Users authorized to use a shared Library
Access List will be able to share the report distributed to the
Report Library by their schedule with the groups and users they
are authorized to share with.
Note: Changes to an Access List are applied to a Library
report that is protected by the Access List at the next execution
of the schedule that creates the Library report.
Users authorized to access the Library Access List tool and
save to a folder in the tree can:
- Create a new Library
Access List.
- Add New Members.
The Add New option allows the user to enter
member information. There must be at least one member specified
to save a Library Access List.
- Select Members. The Select
Members option allows the user to select members from
an existing Library Access List they are authorized to access.
- Delete a Library
Access List. The owner and users authorized to manage the private content
for other users are authorized to delete a Library Access List.
- Save and close a
Library Access List. The user can save a Library Access List to
a folder in the tree to which they are authorized to write.
- Refresh the Report
Library so that it contains the latest Library Access List information.
To refresh the list, click Refresh.
- Edit Properties.
From the tree or the ReportCaster Explorer interface, the owner
of the Library Access List and users authorized to manage the private
resources of other users can change the Title and Summary information.
Multi-lingual support is available.
From the Library Access List toolbar, you can create a New Library
Access List or Save, Save As, Delete, or Close the current list.
You can also access help information.
From the ribbon, you can Save and Close the Library Access List,
Delete the Library Access List, Show Members, Show Summary, Add
New Members to the Library Access List, Select Members to add to
the Library Access List, and Remove Members from the Library Access
List. The ribbon displays, as shown in the following image.
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Procedure: How to Create a New Library Access List
To
create a new Library Access List:
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From the
tree, right-click a folder and select New and
then Library Access List.
The Library Access List window opens, as shown in the following image.
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In the Title field
of the Members dialog box, enter a descriptive name for the Library
Access List.
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Click the Add
New or the Select Members tab
to add a new member to the Library Access List.
-
Add New displays
the groups and users with whom you are authorized to share. Adding
a group or user to the Library Access List will enable that group
or user to see any Library report protected by the Library Access
List. These users will also need the Access Library Content privilege
to view the contents of a Library report.
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Select Members displays
existing Library Access Lists from which you are authorized to access
and select members.
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In the Burst
Value column, type an optional burst value to specify the report
section to distribute to the group or user. This value is case-sensitive.
The schedule for which the Library Access List is specified must
have the Burst report option selected to limit the report distribution
to the burst value specified in the Library Access List. For more
information on burst values, see Bursting a Report.
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If you would
like to provide users with a description to understand the purpose
of the Library Access List, click the Summary tab
and enter a description for the Library Access List.
Note: To create another Library Access List
without leaving the Library Access List tool, select the ReportCaster
(RC) button on the toolbar and select New Library Access
List.
-
Click Save
& Close to save the Library Access List.
Note: To create another Library Access List,
you must close the current New Library Access List window and return
to step 1. Alternatively, click the ReportCaster (RC) button in
the Library Access List toolbar and select New Library
Access List.
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Procedure: How to Edit a Library Access List
You
can edit the Library Access Lists you own or are authorized to manage
from the tree or the ReportCaster Explorer interface by performing
the following steps.
-
Select the
Library Access List you want to edit.
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Right-click
the Library Access List and select Edit.
The Library Access List interface displays.
-
Make any
necessary changes to the Library Access List and select Save
& Close. Note that if you change the Title of the
Library Access List, the internal name that uniquely identifies
the Library Access List is not changed.
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To remove
a member from the Library Access List, select the member and click
the Remove tab.
-
If you are
editing the Library Access List, make the necessary changes and
click Save & Close.
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Procedure: How to Copy a Library Access List
You
can create a copy of an existing Library Access List you own or
are authorized to manage from the tree or the ReportCaster Explorer
interface using the Duplicate or Copy and Paste options.
The
following steps allow you to quickly and easily create a copy of
an existing Library Access List within the same folder.
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In the tree
or the ReportCaster Explorer, with items filtered by Access List,
select the Library Access List you want to copy.
-
Right-click
the Library Access List and select Duplicate.
A copy of the Library Access List is created in the same folder
with a number sequence appended to the end of the file name.
For example, if you duplicate a Library Access List
with the Title value Products, the Title assigned to the duplicate
copy and displayed in the tree is Products_1. Alternatively, the
Copy and Paste options can be used to make a copy of the Library
Access List in the same folder. See How to Copy an Existing Library Access List in a Different Folder and select
the same folder as the Library Access List you selected to copy
when selecting the folder in which to create the copy of the Library Access
List.
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Procedure: How to Copy an Existing Library Access List in a Different Folder
The
following steps allow you to create a copy of an existing Library
Access List in a different folder in which you are authorized to
write and create content.
-
In the tree
or the ReportCaster Explorer, with items filtered by Library Access
List, select the Library Access List you want to copy.
-
Right-click
the Library Access List and select Copy.
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In the tree,
select the folder in which to create the copy of the Library Access
List.
-
Right-click
and select Paste.
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Procedure: How to Move a Library Access List to a Different Folder
You
can move a Library Access List that you own (or are authorized to
manage) from the tree or the ReportCaster Explorer interface, to
a different folder location by using the Cut and Paste options.
Important: When moving
a Library Access List to a different folder, the Library schedules
that reference the Library Access List must be updated so that they reference
the Library Access List in the folder location to which it has been
moved. This is required because the path and name of the Library
Access List is stored in the Library schedule information to obtain
the Library Access List information when the schedule is run.
The
following steps allow you to move a Library Access List to a different
folder in which you are authorized to write to and create content.
-
In the tree
or the ReportCaster Explorer, with items filtered by Library Access
List, select the Library Access List you want to move to a different folder.
-
Right-click
the Library Access List and select Cut.
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In the tree,
select the folder in which to place the moved Library Access List.
-
Right-click
and select Paste.
Note: You must be authorized to write to and create
content in the folder into which you are pasting the Library Access
List. A message will display informing you if the Title of the
Library Access List already exists in the selected folder. When
the Paste operation is completed, be sure to update the Library
schedules that use this Library Access List to reference the new
folder location.
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Procedure: How to Delete a Library Access List
From
the tree and the ReportCaster Explorer Interface, you can delete
the Library Access Lists you own and those that you are authorized
to manage by performing the following steps.
Important: Schedules that
reference deleted Library Access Lists will not run successfully.
Evaluate whether there are any schedules utilizing the Library Access
List prior to deleting it.
-
In the tree,
select the Library Access List you want to delete.
-
Right-click
the Library Access List and select Delete.
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If you are
deleting the Library Access List, a message appears asking to confirm
that you want to delete the Library Access List. Click OK to
delete the Library Access List.
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Procedure: How to Change the Title or Summary for a Library Access List
You
can change the Title or Summary for a Library Access List you own
or are authorized to manage from the tree Properties option or within
the Library Access List tool. The following steps explain how to
change the Title or Summary using the Properties option.
-
In the
tree or ReportCaster Explorer, right-click the Library Access List
you want to change the Title or Summary for and select Properties.
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When the
WebFOCUS Client Dynamic Language Switch option is enabled, the Properties
option supports specifying the Title and Summary values in the languages
that are configured. Select the language for the Title or Summary
value you want to change. English is the default language. See the WebFOCUS Security and Administration manual
for additional information on the WebFOCUS Client Dynamic Language
Switch option.
The Properties Language option lists the following
languages in alphabetical order: English, French - Standard, German,
and Spanish, as shown in the following image.
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Select the Title field
and enter the new title.
-
Select the Summary field
and enter the new summary value. This is an optional field.
-
Select OK when
you have completed entering the Title and Summary values.
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Procedure: How to Change the Title and Summary from the Library Access List Tool
The
following steps allow you to change the Title and Summary of a Library
Access List from the Library Access List tool.
-
In the
tree or ReportCaster Explorer, right-click the Library Access List
you want to change the Title or Summary for and select Edit.
-
Select the Title field
and enter the new title.
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To enter
an optional summary value, click the Summary tab
and enter the summary value.
-
Click the Save
& Close tab when you have completed entering the
Summary value.