Sources Panel

Sources Panel is divided into four tabs which are expanded by clicking the desired tab's header:

 

·         Repository Explorer tab,

·         Favorites tab,

·         Control Panels tab and

·         Connections tab.

 

Repository Explorer

 

Repository explorer allows you to work with the Repository, which is used to organize and store your documents.

 

 

Repository can contain any number of root nodes with associated folders and files. There are three types of root nodes: Server, File System and WebDAV.

Server root node shows contents of the database that is associated with repository.

File System root node allows you to work with documents kept on a server's file system.

WebDAV is associated with folders and files on the Web Server, using Web Distributed Authoring and Versioning (WebDAV).

 

You can use Repository Explorer to easily locate and open documents. For a document of type Analysis, double-clicking on it will open it in Designer. Dynamic document, Static document and Dashboard document will be open in Document Viewer (both Designer and Document Viewer will be open in separate Browser's tab).

To work with repository explorer, you need to have repository account. After installation, administrator is required to create Repository Administrator (See Post-Installation Setup section of this document for more info). Repository Administrator has full access to Repository, and is able to create other user's repository accounts.

In order to work with repository, the user must have a repository account that can be set by administrator. On the first use of the Portal, the user will be required to link his or her repository account with windows account, using Connect to Repository dialog, shown in Figure 3-4.

 

Connection string shown here is the one stored in a configuration file. It is created during Post-Installation setup phase, and defines a connection between the Portal and Repository. For the user to be able to connect to a different repository, connection string can be changed.

Important: making change in the connection string WILL NOT change a connection string saved in configuration file. Unless you wish to use a different Repository database, do not make changes to this field.

Username and Password fields are used to enter Repository user credentials that are created by an Administrator. Those credential need not to be the same as your Windows credentials, and are set by administrator who created your repository account.

By clicking the Connect button (Alternatively, you can click Test connection button before to validate the information you entered), a link will be set between your Windows Account and Repository Account, and you will be able to work with it. You will need to do this only once, so the next time you use the Portal, it will recognize your repository account (because it is already linked to your Windows account), and you will be able to use repository right away.

Important: The Repository User Account can only be linked to a single Windows Account, so if you log on to the Portal with different Windows credentials, a link between Windows and Repository account will be altered.

Repository explorer has a toolbar below its header with buttons for different repository actions. The actions are as follows:

Create new repository location (or the root node)

 

  

By clicking this button, you'll be able to choose (from a drop down menu) between Server, File System or WebDav locations.

For the Server location, you need to supply location's name, repository username and password (not the Windows username and password).

 

For the File System location, you need to supply location's name and path to the location (i.e. d:\ or d:\reports). If you want to connect to file system location that requires credentials, uncheck the Use Integrated Security checkbox and supply username and password in their respective fields.

Important: for the location path, you have to use existing file system location. If you enter non-existing location, it will not be created.

 

For the WebDAV location, you need to supply location's name, location path (i.e. http:\\myServer), and username, password and domain for the location you are connecting to.

 

 

Edit Repository location

  

Select the root node you wish to edit, and click this button to open dialog to change location name, location etc. Dialog looks the same as in figures 3-5, 3-6 and 3-7.

 

Delete Repository location

Select the root node you wish to remove and click this button to delete it.

Important: this action WILL NOT delete the underlying location, it will only remove it from the Repository, but data from the location will be persisted. For example, if you created a File System location that points to d:\myReports and then delete it, the folder on the drive d:\myReports will not be deleted. The same goes for Server or WebDAV locations, too.

 

Create new Repository user

Clicking this button will open the Add New User dialog.

 

Figure 3-8: Create New Repository User dialog

To create new user, you need to supply username, password, and select user group(s) that this user will belong to. After clicking the button Add new user, the username and password you provided can immediately be used to connect to the Repository.

 

Connect to Repository

Use this button to connect to a different repository, or as another user.

Figure 3-9: Connect to Repository dialog.

 

If you wish to connect to a different repository, modify Connection String to point to desired database. If you wish to change username, leave the Connection String field unchanged, and supply Username and Password of the user you wish to connect as. Use the button Test Connection to validate fields. To finish, click the button Connect.

 

Favorites Tab

 

It contains the list of last used reports. For this version, it will contain only Dynamic, Static and/or Dashboard document selected from the Control Panel.

 

Control Panels Tab

 

With the Control Panels tab, you can browse and select any Control Panel that is defined on the location provided in the Post-Installation setup (see Post-Installation Setup chapter for more details).

Simply by clicking desired Control Panel, the page will be reloaded with the desired Control Panel in place.

 

Connections Tab

 

This tab is used to connect to a OLAP server and start the designer. To open connection, You can either click on any previously saved connection and click the button Open Selected, or double click on connection.

 

 

 

 

 

To create and open a New Connection, click the Create New button to open the New Analysis dialog.

Figure 3-13: Create new Connection (or the New Analysis)

 

In the New Analysis dialog, the required fields are printed in bold.

If you wish to save this connection to be added to a list of connections in the Connections Tab, provide Connection Name, and check the Save this connection checkbox before clicking Open.