Content is stored within a two tier folder structure of Folders and Sub Folders.
The content types that are stored in this structure are Reports, Dashboard tabs, Storyboards, and Data transformation flows.
Ensure that you create both a folder, and a sub folder before you save your content.
Content Folders are managed through the Admin Console.
To create a Content Folder, click the Add button under the Content Folders list in the Admin Console. You will now be taken to the Folder setup page, where you will need to define the following:
Click Save to complete the Folder. Next, you will need to create a Sub Folder.
Once at least one Folder has been created, click the Add button under the Content Folders list in the Admin Console to start defining Sub Folders. You will now be taken to the same Folder setup page, where you will need to define the following:
Now that the Level has been set to Sub Folder the following sections will need to be defined. These relate to content settings and as such only correspond to the sub folder level, as the folder level can't directly contain content.
This section allows you to determine which users can publish public reports to the folder.
The system has the ability to maintain historical result sets for reports. When a user selects this option not only is the report definition saved but the data as well. This allows users to view previous versions of the report and compare result sets.
All versions of the report data are stored in the Yellowfin Database. As the administrator you can determine how much history and the maximum size of reports you wish to save. This is an application management process that permits you to control the use of your infrastructure.
The version history allows you to store the data returned in a report.
The maximum size for data to be saved in cache or in the database where version history is required.
Max Items Displayed
The maximum number of items to be displayed on the history drop down list for management information reports.
After what period of time should archived reports be deleted.
Sub Folders can be secured to restrict access to the content they contain based on specified permissions. The options for setting the security are as follows:
If you choose to secure the sub folder then you must select a person or group and then the level of access that they are permitted. Three types of access exist:
Users will only be able to read the content but not create new items of this type of content.
Edit & Update
If a content item exists a user will be able to edit and update an existing piece of content but not create new or delete items in this folder. They will also be able to read all content in this folder.
Users with delete access will be able to read, edit, create and delete content of this type. You must have at least one person with delete access.
Note: if you want all your users to be able to read the item make sure you have a group created with all your users. Use this group for read access.
When you have selected a person and/or a group click add to append them to the access list. You can have as many groups and people in the list as you wish. You cannot finish the process if you do not have at least one person or group with delete access. Select a person with delete access to finish.
When using Client Org functionality you are able to secure Content Sub Folders at the Primary Org by assigning access to User Groups created at the Client Org level. This will allow Administrators to restrict Primary Org content to specified users in each Client Org, rather than all Primary Content being available to all Client Org users.
To make changes to a Folder or Sub Folder simply locate it on the Admin Console page and click on its name.
To delete a Folder or Sub Folder simply locate it on the Admin Console page and click on the x next to it in the list.
From here you will be required to confirm the deletion. If, however, the folder contains content you will be informed that this content must be moved or deleted before the folder can be.