Business Intelligence Portal > Domain Content > Types of Content in the Tree

Types of Content in the Tree

Topics:

Identifying Content in the Tree
Options for Folders and Items
Folder and Item Properties

A domain can contain a wide range of items, including report procedures (FEX), Reporting Objects (special type of report procedure), Alert procedures, documents, and Internet hyperlinks. It can also include ReportCaster items if you are licensed for ReportCaster. For information, see the ReportCaster Guide.

These items are located in folders. Both the items and the containing folder may be private, published, or shared. If you have migrated from an earlier release of WebFOCUS, you will have the Standards Reports, Reporting Objects, and Other Files folders. If you were permitted to create your own reports, you will have the My Content folder, which was the My Reports folder in prior releases. My Content may contain the Custom Reports, Shared Reports, and folders for each My Report report you created.

Published content is considered authoritative and has usually undergone quality assurance and testing before being published for the user community. User access to published content is controlled by rules.
Private content can be in the following forms:
- My Content. The reports, output, and schedules created by a user. This content remains private to a user unless the user chooses to share it with others or unless an administrative user has the ability to manage private content for that user.
- Other private content. Private content, which is intended to be accessed by a particular group of developers or which is being prepared for publication. The owners of private resources are permitted a standard set of capabilities for their content. The owner may be either a user or a group, and private content may be shared with other users or groups if the owner has been granted the ability to share that content. The ability to create new private resources inside a published folder is a controlled permission.
Reporting Objects are report templates that contain the data source fields that users can select in the InfoAssist+ reporting tool to build a report or chart. Reporting Objects are typically designed by a developer, administrator, or any user that has privileges to create Reporting Objects. Using InfoAssist+, you can select fields for the report or chart, manipulate and style the data, and save the procedure, which can be saved as private content in the My Content folder or a folder in which you can save reports. For more information on the Reporting Objects tool, see Content reference to: Reporting Objects.

When you create a folder, it is private content. Private content appears as a gray folder in the tree. If you share a folder, the folder includes a link icon and is available either to all users, specific groups, or users permitted to access the folder location. If you publish the folder, it appears as a manila-colored folder in the tree and is available to all users.

Identifying Content in the Tree

The icons located next to each item represent the item type. In the following table, the first column lists the icons, and the second column describes what they represent.

Icon	Identifies
	Folder. Allows users to organize their private or published application content.
	Shared folder. Contains private content a user has given access to all users permitted to access the folder or is shared with specific groups of users.
	My Content folder. Provides the user with a location to create private reports, output, and schedules. This is created when the parent folder has the Auto create My Reports folder property selected and the user is permitted to create private content in a My Content folder. The private content within this folder cannot be published.
	Report procedure. Contains the core language commands to tell the Reporting Server how to create the report.
	Shared reports procedure. Contains report procedures to which the user has given access to all users or a specific group of users who are authorized to access the folder the shared report is located in.
	Visualization. A graphical representation of your data, comprised of one or more visuals. Visuals can be charts, maps, or grids.
	Reporting Object. A report procedure (FEX) that is a tailored view of a set of data that groups or individual users use to create personal reports quickly and in compliance with the reporting rules and guidelines of your company.
	Chart procedure. Contains the core language commands to tell the Reporting Server how to create a chart.
	Document. Customized document created in InfoAssist+.
	Collaborative portal. An analytical content management and deployment system that provides a flexible environment for users to access BI content, including visualizations, reports, charts, maps, and interactive InfoApps.
	Page. An item that is used to organize a wide array of dynamic content. A page can be created as part of a portal, in which case it resides in the Resources folder of that portal by default, but can be moved to another domain or folder. A page can also be created as a stand-alone item. Pages can only be viewed inside a portal.
	Schedule. Specifies when to run a report procedure, how to distribute the report (Email, FTP, Managed Reporting, Report Library, Printer), and the destination to which the report will be distributed. This is available when licensed for ReportCaster.
	Alert procedure. A report procedure that evaluates whether a defined condition is true or a file exists to determine whether to run (trigger) the specified or referenced report request. ReportCaster can be used to schedule and distribute an Alert report and specify how the Alert test should be evaluated after it has been triggered.
	Distribution List. Used with a ReportCaster schedule (Email, FTP, or Printer) to specify the email addresses, directory locations, or printers to distribute.
	Library Access List. Used with a ReportCaster Library schedule to specify the groups and users that the private Library report will be shared with.
	Library Report. Library reports can contain links to web resources (live links) and to other reports (drill-downs). The Report Library provides secure access to library content and it allows the user to save multiple versions of the same report output, set an expiration date, and keep a specified number of versions. The Report Library is only available to ReportCaster users who have been granted library privileges.
	Watch List Report. A report of particular interest that the user subscribes to in the Report Library. Each time a new version of the report is distributed, the user receives an email notification.
	Stylesheet file. Specifies how to apply WebFOCUS styling to a report or chart created by the Reporting Server.
	Cascading Style Sheet (CSS) file.
	Microsoft® Office Excel Worksheet.
	Adobe® Acrobat PDF file.
	GIF image file.
	HTML file.
	JPG image file.
	PNG image file.
	SVG image file.
	Webpage or a URL to run a report.
	Blog. An interactive item that operates as commonly seen blogs on the internet and allows users to post and view comments.

The following topics describe the context menu options for each type of item.

Options for Folders and Items

Reference:

Options for Folders
Options for Reports, Charts, and Visualizations
Options for Reporting Objects
Options for a Save Parameter Report Procedure (FEX)
Options for a Save Parameter Report From an HTML Page
Options for Pages
Options for Schedules
Options for Distribution Lists and Library Access Lists
Options for StyleSheets
Options for URLs
Options for Excel Workbooks, PDF, HTML, and Image Files
Options for Blogs
Options for Favorites
Options for Reporting Servers
Options for Portals

When you right-click an item, the options displayed in the context menu are determined by the selected item type and the tools and features you are permitted to access. For more information, see the WebFOCUS Security and Administration technical content.

For details about using the Schedule option to schedule reports, see the ReportCaster Guide.

Reference: Options for Folders

The following options are available when you right-click a folder:

New

Provides access to the following options:

Report: Opens InfoAssist+, where you can create a report.
Chart: Enables you to create a chart in InfoAssist+.
Document: Enables you to create a document in InfoAssist+.
Visualization: Enables you to create a visualization in InfoAssist+.
Sample Content: Opens the Open dialog box, where you can select a Master File for generating sample content.
Shortcut: Enables you to create a shortcut to a repository resource or a Master File.
Alert: Enables you to create an Alert in Alert Assist.
Reporting Object: Enables you to create a Reporting Object in the Reporting Object tool.
Text Editor: Enables you to create a procedure with the Text Editor.
URL: Enables you to create a link to a URL with the Create URL dialog box.
Collaborative Portal: Enables you to create a collaborative portal, an analytical content management and deployment system.
Page: Enables you to create a page, which is an item that is used to organize a wide array of dynamic content. Pages can only be viewed inside a portal.
Schedule: Enables you to create a schedule with the Advanced Scheduling tool.
Distribution List: Enables you to create a Distribution List with the Distribution List tool.
Library Access List: Enables you to create a Library Access List with the Library Access List tool.
Folder: Creates a new folder.
Blog: Enables you to create a blog, where users post and view comments

Duplicate

Makes a copy of the item with an underscore and number appended to the title, for example, duplicating Sales_Report creates Sales_Report_1 in the same location. The number is incremented each time a duplicate is created.

Cut, Copy, and Paste

Cuts, copies, or pastes the folder and its contents.

Delete

Deletes the folder and its contents.

Change Title

Enables you to change the folder title. The Title is the value that displays in the tree.

Note: Changing the folder Title value does not change the folder Name value.

Refresh

Refreshes the content of the folder.

Upload

Enables you to upload a data file, document, or image.

Metadata

Enables you to create or edit a synonym using the Web Console.

Search

Launches the Search tool.

Publish/Unpublish

Allows or suppresses public access to the content.

Show/Hide

Shows or hides the item.

Share/Unshare

Enables you to share or unshare the folder with all users that are permitted to access the folder where the item is located.

Security

Provides access to the following options:

Rules: Provides access to the security rules defined on the folder.
Rules on this Resource: Shows the security rules for the folder.
Effective Policy: Shows the defined rules that specify the permitted functionality on the folder.
Owner: Allows you to set the resource owner, either Published (no specific owner), or a specific group or user.

Properties

Shows the properties of the folder.

ReportCaster Explorer

Launches the ReportCaster Explorer, passing the selected folder location for which the ReportCaster Explorer will obtain and display information.

Note: The options available for a folder are also available for many other types of items.

Reference: Options for Reports, Charts, and Visualizations

Like folders, report and chart procedure options include the Duplicate, Cut, Copy, Delete, Change Title, Publish/Unpublish, Show/Hide, Share/Unshare, Share with, Security, and Properties options, as described in Options for Folders.

Report and graph procedures also include the following shortcut menu options:

Run

Runs the report procedure or schedule.

Run Deferred

Submits a report procedure or a schedule for deferred execution.

Run With SQL Trace

Runs a report and includes an SQL trace of the report results.

Note: The Run with SQL Trace option is not available for visualizations.

Schedule

Schedules a report procedure. Scheduling options include Email, FTP, Printer, Report Library, and Repository.

Edit

Edits an item with the tool that was used to create it.

Edit With

Provides the options of editing an item in InfoAssist+ or in the Text Editor.

Create Shortcut

Creates a shortcut to this item.

Add to Favorites

Adds the item to the Favorites folder.

Add to Mobile Favorites

Adds the item to the Mobile Favorites folder.

Note: The options available for report and graph procedures are also available for many other item types.

Reference: Options for Reporting Objects

Like folders, Reporting Object options include the Duplicate, Cut, Copy, Delete, Change Title, Publish/Unpublish, Show/Hide, Security, and Properties options, as described in Options for Folders.

Like report procedures, Reporting Object options include the Run, Run Deferred, Edit, Add to Favorites, and Add to Mobile Favorites options, as described in Options for Reports and Charts.

Reporting Objects also include the following shortcut menu option:

New: Enables you to create a new report, chart, or document using InfoAssist+.

Reference: Options for a Save Parameter Report Procedure (FEX)

There are two types of Save Parameter reports. One can be a procedure (FEX) created from the Autoprompt page, described here. The second type, a Save Parameter report created from an HTML page created using the App Studio HTML canvas, is described in the following reference.

Like report procedures, Save Parameter report procedure (FEX) options include the Run, Run Deferred, Run With SQL Trace, Schedule, Edit, Add to Favorites, and Add to Mobile Favorites options, as described in Options for Reports and Charts.

Like folders, Save Parameter report options include the Duplicate, Cut, Copy, Delete, Change Title, Share/Unshare, Share with, and Properties options, as described in Options for Folders.

Save Parameter reports also include the following shortcut menu option:

Edit Parameters: Enables you to edit report parameters previously saved from the Autoprompt page before running the request.

Reference: Options for a Save Parameter Report From an HTML Page

From an HTML page created using the App Studio HTML canvas, an HTML Save Parameter report is created and has context menu options consistent with the HTML file type, as described in Options for Excel Workbooks, PDF, HTML, and Image Files.

The Edit option will display the HTML page with the report parameter values previously saved from the HTML page.

Reference: Options for Collaborative Portals

Like procedures, these options include the Run, Edit, Delete, Change Tile, Publish/Unpublish, Show/Hide and Security options, as described in Options for Procedures (FEX).

Collaborative portals also include the following shortcut menu options:

Run in New Window

Runs the portal in a new browser window.

Note: If the browser is configured to run links in a new tab, the portal runs in a new tab.

Customizations

Provides access to the following options:

Remove My Customizations. Removes your own customizations from a portal and its pages.
Remove Customizations for All Users. Removes all user customizations and custom pages created at run time.

Manage Alias

Opens the Manage Alias dialog box, where you can create an alias for the selected collaborative portal. This feature is only available to Administrators.

Reference: Options for Pages

Like procedures, these options include the Edit, Delete, Change Tile, Publish/Unpublish, Show/Hide and Security options, as described in Options for Procedures (FEX).

Like folders, these options include the Duplicate, Cut, Copy, and Properties options, as described in Options for Folders.

Pages also include the following shortcut menu option:

Unlink: Removes the page from all portals.

Reference: Options for Schedules

Like folders, Schedule options include the Duplicate, Cut, Copy, Delete, Change Title, Share/Unshare, Security, and Properties options, as described in Options for Folders.

Like report procedures, Schedule options include the Edit, Create Shortcut, and Run options, as described in Options for Reports and Charts.

Schedules also include the following shortcut menu option:

View Log: Launches the Schedule Log Options dialog box, where you can select whether to view the most recent log report for the schedule or specify a time range for which to obtain log reports.

Reference: Options for Distribution Lists and Library Access Lists

Like folders, Distribution List and Library Access List options include the Duplicate, Cut, Copy, Delete, Change Title, Publish/Unpublish, Show/Hide, Show/Hide, Share/Unshare, Share with, Security, and Properties options, as described in Options for Folders.

Like report procedures, Distribution List and Library Access List options include the Edit option, as described in Options for Reports and Charts. The Edit option invokes the Distribution List and Access List tools.

Reference: Options for StyleSheets

Like folders, StyleSheet options include the Duplicate, Cut, Copy, Delete, Change Title, Publish/Unpublish, Show/Hide, Show/Hide, Share/Unshare, Share with, Security, and Properties options, as described in Options for Folders.

Like report procedures, StyleSheet options include the Edit and Add to Favorites options, as described in Options for Procedures (FEX). The Edit option invokes the Text Editor.

Reference: Options for URLs

Like folders, URL options include the Duplicate, Cut, Copy, Delete, Change Title, Publish/Unpublish, Show/Hide, Show/Hide, Share/Unshare, Share with, Security, and Properties options, as described in Options for Folders.

Like report procedures, URL options include the Edit, Add to Favorites, and Add to Mobile Favorites options, as described in Options for Reports and Charts.

URLs also include the following shortcut menu option:

View: Enables you to launch the URL link.

Reference: Options for Excel Workbooks, PDF, HTML, and Image Files

Like folders, these options include the Duplicate, Cut, Copy, Delete, Change Title, Publish/Unpublish, Show/Hide, Security, and Properties options, as described in Options for Folders.

These files also include the following shortcut menu option:

View: Enables you to download a copy of the file to your browser, which launches the File Download dialog box to allow you to open or save the file. If you choose open, the file will open in its corresponding application.

Note: Edit, which is available for HTML files, launches the Text Editor.

Reference: Options for Blogs

Like procedures, these options include the Edit, Delete, Change Tile, Publish/Unpublish, Show/Hide and Security options, as described in Options for Procedures (FEX).

Like folders, these options include the Duplicate, Cut, Copy, and Properties options, as described in Options for Folders.

Blogs also include the following shortcut menu option:

Comments

Provides access to the following options:

View Comments. Opens the blog item and expands all comments.
Remove All Comments. Clears all comments from the blog.

Reference: Options for Favorites

These files include the following shortcut menu option:

Remove Favorite: Removes the Favorite from the list.

Reference: Options for Mobile Favorites

These files include the following shortcut menu option:

Remove Mobile Favorite: Removes the Mobile Favorite from the list.

Reference: Options for Reporting Servers

Like folders, these options include New, Refresh, and Security, as described in Folder Properties.

These files also include the following shortcut menu option:

Reporting Server Console: Enables you to sign in to the Reporting server.

Reference: Options for Portals

Like procedures, these options include the Run, Edit, Delete, Change Tile, Publish/Unpublish, and Security options, as described in Options for Procedures (FEX).

Like folders, these options include the Refresh option, as described in Folder Properties

Like collaborative portals, these options include the Run in New Window and Customizations options, as described in Options for Collaborative Portals.

Portals also include the following shortcut menu option:

Translations: Displays the language selected for the portal.

Folder and Item Properties

Authorized users can select the Properties option to review information about a folder or item, including when it was created, last modified, title, name, and settings that control the Reporting Server and applications it will access. There are also settings that control the functionality available to users when accessing the folder or running or scheduling an item.

The following image displays the Properties dialog box for an item.

The Main Properties tab includes:

Language. Provides a list of languages that you can select.
View All. Opens the Language Properties dialog box, where you can select a language.
Title. Value displayed in the tree that users use to identify the content within the folder content.
Folder/File Name. Unique reference to the item within the folder. Select the Change Name check box to change the name of the folder.
Summary. Detailed explanation that provides additional information about the item.
Parent Folder. Previous folder in the folder path of the WebFOCUS repository.
Full Path. Full path of the folder in the WebFOCUS repository.
Created On. Date the folder was created.
Created By. User who created the folder.
Last Modified On. Date the folder properties were last modified.
Last Accessed On. Date the folder was last opened.
Last Accessed By. User who last opened the folder.
Properties. Properties of the folder.
Size. Displays N/A bytes for folders. For items, displays the size in bytes.
Run. Displays N/A, as this property is not applicable to folders. For items, displays Immediate.
Sort Order. Specifies the order to list the folder in the tree.
Status. Indicates whether the folder is Published or Private. Private will also display the folder owner information.

In addition, the following options are available to control the usage of content:

Do not show on User's List. Specifies whether to display the folders to users not permitted to create content in the folder. This option is primarily used when the folder needs to be made temporarily unavailable to end users permitted to access the content in the folder.
Automatically Open. Automatically expands a folder in the Resources tree.
Auto Create My Content Folders. Creates My Content folders for users with My Content Folder privileges so the user has a place to save their private content, such as procedures they may create using InfoAssist+ or report output they save from the Deferred Status interface.
Prompt for Parameters. Indicates whether to display the Autoprompt HTML page to allow the user to view and select parameter values. When unchecked, users will still be prompted if there are any parameters that do not have a value supplied.
Only Run as Deferred Report. Runs the report in deferred mode.
Use Title for Deferred Report Description. Indicates whether or not to prompt for a custom deferred report description. If selected, this option gives you an alternative to being prompted for a custom deferred report description. If you want to disable prompting for custom deferred report descriptions for all reports, see the Custom Deferred Report Description setting content in the WebFOCUS Security and Administration manual.
Run With OLAP. OLAP-enables the report.
Schedule Only. Indicates that the report can only be scheduled using ReportCaster when the user does not have write access. This option is not available for use with Reporting Objects.
Restrict Schedule to Library Only. Prevents emails distribution for security sensitive scheduled reports, and restricts them to the library distribution only.
Enable Auto Linking. Automatically establishes drill-down links from column data to the target reports that you link together.
Auto Link Target. Identifies a report as the target report that is run when the drill-down link is triggered.
Note: The Auto Linking between reports will only work if it the target report contains a parameterized field that corresponds to one of the fields in the primary Auto Link report. For more information on Auto Linking, see the WebFOCUS InfoAssist+ User’s Manual.
Enable Auto Drill. Creates drill-down links in reports and charts that contain hierarchical data.
Allow user to Run. Allows a user not permitted to access the Reporting Object tool to run the Reporting Object interactively, using the Run or Run Deferred options.
Only allow user to Run. Specifies to not allow users to use InfoAssist+ with a Reporting Object. Depending on the effective policy, users can only use the Run or Run Deferred options.

Authorized users can view or edit the access rules, effective policy, or sharing permissions by clicking Security.

The Server Properties tab, shown in the following image, allows you to manage the server and application path settings.

Reporting Objects properties Server Properties tab

To change the server, check Assign Server and select one of the available servers. Move application paths from the Available box to the Selected box by double-clicking them or by selecting them and using the double arrow buttons. Use the up and down arrows to change the preferred order of the application paths.

The Details tab, shown in the following image, displays the components of the item in a tree structure to allow a user to review the request information prior to running or opening the item in a tool. The tree structure displays the request components, such as folders, Master Files, Data Elements, Sorts, Conditions, Expressions, Output Formats, and Joins, which can be opened to show the fields referenced.

The Advanced tab, shown in the following image, allows you to set default height and width values for the item, when it is displayed inside a portal at run time.

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