Take the following under consideration when moving or copying content in Managed Reporting.

• To move content (versus making a copy) from one location to another within the same domain, we recommend that you use the cut and paste option rather than the copy and paste option. This ensures that all internal references are preserved.

• Before moving Standard Reports or Reporting Objects to a different domain, determine if users have created Saved Parameter Reports from a Standard Report or My Reports from the Reporting Object, and how many reports have been created.

  This must be done because Saved Parameters Reports created from Standard Reports and My Reports created from Reporting Objects have internal references to the Standard Report or the Reporting Object from which is was created. In addition, My Reports created from Reporting Objects display using the folder information of the Reporting Object.

  If there are many Saved Parameter Reports referencing the Standard Report, we recommend that you keep a copy of the Standard Report in the current domain, and select the Do not show on User’s List property if you do not want users to access the Standard Report directly. Existing Saved Parameter Reports will continue to access the referenced Standard Report. Because a My Report based on a Reporting Object displays using the Reporting Objects folder information, Reporting Objects do not have the Do not show on User’s List property.

  Use the following guidelines when moving a Standard Report or Reporting Object from which users have created Saved Parameter Reports or My Reports to a different domain:

  • Keep a copy of the Standard Report or Reporting Object in the domain the Saved Parameter Reports or My Report is referencing until the Saved Parameter Reports and My Reports internal reference is updated. For Saved Parameter Reports, this allows users to continue to run their Saved Parameter reports. For Reporting Objects, this is a requirement because My Reports created from Reporting Objects display using the Reporting Objects folder structure. When a Reporting Object is deleted, all My Reports based on that Reporting Object will not display within the My Reports folder structure.
  • In order for the Saved Parameter Reports to successfully resolve its internal reference to the Standard Report or Reporting Object when it runs, the Standard Report or Reporting Object must be created with the same internal name (filename.fex) that it had in the source domain. If the Confirm Create New File or Confirm Replace New File dialog box opens when copying the Standard Report to a different domain, you are being notified that there is already a Standard Report with the same internal name. Do not select the option to create the item with a new internal name, as this will create the Standard Report or Reporting Object with a new (different) internal name. In this case, determine if the contents of the Standard Report or Reporting Object with the same internal name residing in the destination domain can be replaced with the Standard Report or Reporting Object that you are copying.
  • When the Standard Report or Reporting Object has been successfully moved to the destination domain, a Managed Reporting Administrator can use the User Management component of Developer Studio to update the internal references of the Saved Parameter Reports and My Reports belonging to a specific user, so that they reference the dependent Standard Report or Reporting Object. For details on updating references, see the User Management chapter in the Managed Reporting Administrator’s Manual.
• To move or copy files from one WebFOCUS environment to another (for example, from a test environment to a production environment), use the Managed Reporting Extract utility available in the Change Management interface. This ensures that all internal references are preserved. For details on using Change Management, see Change Management.