Sharing Schedules

Procedure: How to Share Schedules With Specific Groups or Users

From the Resources tree, if you are authorized to share your private content saved in a My Content folder, you can share a Schedule with users authorized to access the folder in which the Schedule is located by right-clicking the folder or schedule and clicking Share.

If you are authorized for advanced sharing, you can share your private content saved in a My Content folder with specific groups and users with whom you are authorized to share by performing the following steps.

Right-click the schedule that you want to share and click Share With. The groups and users you can share with are listed in the Set Sharing dialog box, as shown in the following image.
Use the left and right arrow buttons to select which Groups to share the Schedule with.
Use the left and right arrow buttons to select which Users to share the Schedule with.
Click OK.

Procedure: How to Set Security Rules on a Schedule

Authorized users can set security for unpublished schedules, allowing other groups or individual users to access and manage the lists. For more information, see the WebFOCUS Security and Administration technical content.

Note: Authorized users can review the Security Policy by right-clicking the schedule, selecting Security, and then selecting Effective Policy.

Select the folder containing the schedule, or the unpublished schedule itself for which you want to set security.
Right-click and point to Security and then click Rules.

The Security Rules dialog box displays, as shown in the following image.
In the Groups tab, click the group or individual users to whom you would like to grant access to the schedule. Optionally, click the Only show Groups with Rules check box to only display groups that have rules that have already been set.

The Roles for a selected group appear in the Rules for Group section.
Optionally, in the Rules for Group section, click the Roles: drop-down list to only display specific Roles.
Optionally, click the Only show Rules that have been set check box to filter the list of available roles even further.
Select the Role that defines the functional capabilities for which to set the access level.
Choose the access level in the Access drop-down list.
Options include:
- Not Set. Access is not specifically set. Access is determined by inherited rules.
- Permitted. Allows the functionality of the selected role as specified in the Apply To drop-down list. You can select Folder and Children, Folder Only, or Children Only.
- Denied. Denies the functionality of the selected role at the level specified in the Apply To drop-down list. You can select Folder and Children, Folder Only, or Children Only.
- Over Permitted. Overrides a Denied access level to allow the functionality of the selected Role at the level as specified in the Apply To drop-down list. You can select Folder and Children, Folder Only, or Children Only.
- Clear Inheritance. Erases all previously defined rules for the selected Role at the level specified in the Apply To drop-down list. You can select Folder and Children, Folder Only, or Children Only.
Click the Users tab to display the list of individual users to whom you would like to grant access to the item. Optionally, click the Only show Users with Rules check box to only display users that have rules that have already been set.

The Roles for a selected user appear in the Rules for User section.
Optionally, in the Rules for User section, click the Roles: drop-down list to only display specific roles.
Optionally, click the Only show Rules that have been set check box to filter the list of available roles even further.
Select the Role that defines the functional capabilities for which to set the access level.
Choose the access level in the Access drop-down list, as described in Step 7.
Click Apply.
Click OK.

Your security setting updates are now saved for your schedule.