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Importing Question

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lisa626

Programmer
Aug 9, 2006
92
US
I have a few questions,

1. Is there a way to upload multiple reports to Enterprise?

2. I have made changes to several reports that are already uploaded to Enterprise, what's the easiest way to get the current report version uploaded?? (This may be several different reports with changes)

3. Last one I promise, (for today anyway), is there a way to reset the "rights"? What is happening is that I need to have TOTAL & COMPLETE control over all aspects but whoever set up the Administrator login didn't do that, would it be easier to set up a brand new log in or how can I easily change the admin login, I know it is in like 5 different places.
 
Please start by posting what software and the version being used, it alters the solutions and should be inluded with any post regarding any software product.

1 and 2 appear the same, so:

2. I have made changes to several reports that are already uploaded to Enterprise, what's the easiest way to get the current report version uploaded?? (This may be several different reports with changes)

Yes. The downside with using the Crystal Publishing Wizard is that it overwrites the current information, I would suggest using the File->Save As->Enterprise as you complete each report. Options and advantages vary based on the software being used.

3. Last one I promise, (for today anyway), is there a way to reset the "rights"? What is happening is that I need to have TOTAL & COMPLETE control over all aspects but whoever set up the Administrator login didn't do that, would it be easier to set up a brand new log in or how can I easily change the admin login, I know it is in like 5 different places.

How do TOTAL and COMPLETE differ, and what aspects are you referring to? I don't think that the rights are in like 5 places, although rights can be assigned on the object level, folder level and the group level.

Each methodology can have advantages and the lowest common denomiator wins.

Are you only using the Admin login to publish reports?

You might want to go here and search on:


And select your version of Enterprise from the focus results on the right hand side and read up on administering the system:


-k
 
1 & 2 are pretty much the same, multiple new reports or changes to multiple reports.

So your saying use File->Save As->Enterprise as you complete each report, OH, so I can save directly to the enterprise system, I see. THANKS, so I'd have to save twice to get a local copy right??

Your right, TOTAL & COMPLETE are pretty much the same and I thought I found the rights in 4 different places but could be wrong, currently I am using the Admin login to publish. I will read your referenced articles, thanks.
 
Hi,
The rights are shown in multiple places.( Folder,Sub Folder, Report..., for instance) BUT they are set hierarchically .

Set them at the Folder level and all objects in that folder and below will have those rights assigned, unless you explicitly set them otherwise...You can add restrictions to the reports in the Folder, but you cannot grant GREATER rights than are set by the Folder's settings..



[profile]

To Paraphrase:"The Help you get is proportional to the Help you give.."
 
Ok, so if I wanted the Admin to be able to do ANYTHING, where all would I have to set this up at??? Folder, User & ????
 
Hi,
You can set The Administrator user to 'Full Control' ( or once you learn about the advanced options from the docs Synapse recommended, to 'Advanced' ) at each Root folder..

( If, however, any subfolders, child objects, etc) have explicitly granted the Administrator any lesser level of rights, that must be changed for each one that is affected..The Root permission will not override a more-restrictive setting)

I believe, however, that the Administrator account, by default, has full rights to any folder and its objects..



[profile]

To Paraphrase:"The Help you get is proportional to the Help you give.."
 
Re: Updating existing reports in XI

You could also use the SDK to write a program to do this. This method is not officially supported by BO, but it does work (I know because I've done this...)

Steps:
1. Find the report in the XI InfoStore
2. Get the input filestore path to the report.
3. Copy the new version of the rpt over the old one in the filestore.
4. Refresh the report.
5. Reset any database login or default parameter value changes that were made when the report was originally published (we have a standard set up for both, so this is easy for us.)

If you're interested, I can post some C# sample code.

-Dell

A computer only does what you actually told it to do - not what you thought you told it to do.
 
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