Organizing Livereport

I’ve been asked to organize our Livereports Volume (LRV). I was wondering if anyone has had a similar task or had any advice. I Know you can add tabs and add reports to different tabs but that seems to be a per user setting. I need a way to organize them for everyone with folders and permissions.

One thought was just move the Livereports out of the LRV and into the personal workspace. I could then create a folder structure with group’s assigned permissions to allow end users to only view the correct reports. Does anyone see a problem with this?

Another approach would be create a folder structure in enterprise workspace but just use shortcuts for the reports so they still live in the LRV.

I was hoping someone else had crossed this bridge and might have some advice.

Thanks,

Jake

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Jake_Hutchins

Quoted jhutchins@sbp-mi.com on 2012-06-29 09:27:

One thought was just move the Livereports out of the LRV and into the personal workspace.

I ment to say Enterprise Workspace.

Thanks,

Jake

CBancroft

Hello again Jake,

While this is more a question surrounding a business process and not a technical issue I can still pass on some suggestions/recommendations.

. The idea of creating a folder structure in the Enterprise, adding the LiveReports to it and then controlling access by the permissions is a fine idea.

I would recommend not moving the reports from the volume. I would copy them instead. This way you still retain the volume and its contents on the off chance that something happens to the structure you built or the reports in it. You can then lock-down the LRV or grant only those specific users you want to it.

I would not recommend using short-cuts. It is inefficient in that you can only create a single short-cut at a time so that is a lot of manual work.

From: eLink Entry: Content Server LiveReports Forum [mailto:livereportsdiscussion@elinkkc.opentext.com]
Sent: Friday, June 29, 2012 3:29 PM
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Subject: Organizing Livereport

Organizing Livereport

Posted byjhutchins@sbp-mi.com (Hutchins, Jake) On 06-28-2012 10:25

Another approach would be create a folder structure in enterprise workspace but just use shortcuts for the reports so they still live in the LRV.

I was hoping someone else had crossed this bridge and might have some advice.

Thanks,

Jake

[To post a comment, use the normal reply function]
Forum:	Content Server LiveReports Forum
Content Server:	Knowledge Center

Matthew Pearson

Jake

I would suggest moving the Reports to one, or more, folder structures in the Enterprise Workspace. As you note, you would apply permissions to different parts of the folder structure(s) to restrict access as needed. How and where you organize the folder structure(s) for Reports is up to you. I often see an Admin folder (containing the WFs, Reports, etc) per application area (say Physical RM, Contracts Management), resulting in more than one Reports structure in the EWS.

You might also consider a Report of Reports(!) – a simple LR that lists the LRs to which the current user has permissions. This can be handy if you have business admins who only have a handful of Reports…

Matthew Pearson
Managing Consultant | Consulting Services

Phone:	(608) 237 1885
Mobile:	(608) 358 4293


Website:	www.opentext.com

From: eLink Entry: Content Server LiveReports Forum [mailto:livereportsdiscussion@elinkkc.opentext.com]
Sent: Friday, June 29, 2012 12:29 PM
To: eLink Recipient
Subject: Organizing Livereport

Organizing Livereport

Posted byjhutchins@sbp-mi.com (Hutchins, Jake) On 06-28-2012 10:25

Another approach would be create a folder structure in enterprise workspace but just use shortcuts for the reports so they still live in the LRV.

I was hoping someone else had crossed this bridge and might have some advice.

Thanks,

Jake

[To post a comment, use the normal reply function]
Forum:	Content Server LiveReports Forum
Content Server:	Knowledge Center