Hiding Report Types in the Domain Tree

In this section:

How to:

You can customize the Domain Tree to display or hide any or all of the available report and file types (Standard Reports, Shared Reports, My Reports, Reporting Objects, and Other Files) for specific role types in all views. If you do not want to hide report and file types for all users of an existing role type, you can create a new role for specific users. Note that if you choose to hide My Reports from displaying in the Domain Tree, users will not have the option to save parameter reports because parameter reports are a type of My Report.

Note: You can also hide report and file types in the Domain Tree of specific views using the Edit Settings functionality available in the Dashboard View Builder. For more information, see Customizing Dashboard Pages for a Public or Group View.


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Procedure: How to Hide Report Types in the Domain Tree in All Views
  1. In the WebFOCUS77\worp\conf directory, open the bid-config.xml file in a text editor.
  2. Find the following lines to hide Standard Reports, Shared Reports, Reporting Objects, My Reports, and Other Files:
    <internal-var name="hideStandardReportsFromTheseRoles" value=""/>
    <internal-var name="hideSharedReportsFromTheseRoles" value=""/>
    <internal-var name="hideReportingObjectsFromTheseRoles" value=""/>
    <internal-var name="hideMyReportsFromTheseRoles" value=""/>
    <internal-var name="hideOtherFilesFromTheseRoles" value=""/>
  3. To hide report types in the Domain Tree, add one or more role types to the value variable.

    For example, to show only Standard Reports for any user ID set to the "#User" role type, enter the following:

    <internal-var name="hideSharedReportsFromTheseRoles" value="#User"/>
    <internal-var name="hideReportingObjectsFromTheseRoles" value="#User"/>
    <internal-var name="hideMyReportsFromTheseRoles" value="#User"/>
    <internal-var name="hideOtherFilesFromTheseRoles" value="#User"/>

    Note:

    • If the value is set to a role HREF, any user ID that has that role will not see the specified report or file type in Dashboard. You can determine the HREF for a role by looking at the basedir/role.htm file. To specify more than one role, separate the role HREFs by a comma and no spaces.
    • Default role types include: #User, #RunOnlyUser, #LibraryOnlyUser, #AnalyticalUser, #Developer, #ContentManager, #MRAdministrator, and #PowerUser. For more information about user types, see User Roles Defined.
    • Because Other Files are hidden by default from all user roles except the Developer role, the Managed Reporting Administrator role, and any custom role based on either of these two roles, you can effectively hide Other Files from only the previously mentioned roles.
  4. Save and close the file.

After making changes to the bid-config.xml file, use the WebFOCUS Console to clear memory cache or restart the application. Until this is done, the changes are not effective.


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Hiding Report Types in the Domain Tree for All Role Types

How to:

In Dashboard, you can customize the Domain Tree to display or hide any or all of the available report and file types (Standard Reports, Shared Reports, My Reports, Reporting Objects, and Other Files) for all users of all role types by using the “ALL-ROLES” value in the existing bid-config.xml file, as shown in the following procedure.



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Procedure: How to Hide Report Types in the Domain Tree for All Role Types
  1. In the WebFOCUS77\worp\conf directory, open the bid-config.xml file in a text editor.
  2. Find the following lines to hide Standard Reports, Shared Reports, Reporting Objects, My Reports, and Other Files, and substitute “ALL-ROLES” for the value variable for the report or file types you want to hide:
    <internal-var name="hideStandardReportsFromTheseRoles" value=""/>
    <internal-var name="hideSharedReportsFromTheseRoles" value=""/>
    <internal-var name="hideReportingObjectsFromTheseRoles" value=""/>
    <internal-var name="hideMyReportsFromTheseRoles" value=""/>
    <internal-var name="hideOtherFilesFromTheseRoles" value=""/>

    For example, to hide My Reports for all users of all role types, use the following:

    <internal-var name="hideMyReportsFromTheseRoles" value="ALL-ROLES"/>
  3. Save and close the file.

After making changes to the bid-config.xml file, use the WebFOCUS Console to clear memory cache or restart the application. Until this is done, the changes are not effective.


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