Creating and Maintaining a Library Access List
An Access List defines the users and groups that can
view the output of specified schedules distributed to the Report
Library. After you create the Access List, it can be used as often
as needed. Each Access List is created as a private list that is
known only by ReportCaster administrators and the user who created
it.
To open the Access Lists interface, in the ReportCaster Development
Interface, select the Access Lists tab. The Access Lists tab, shown
in the following image, opens displaying all Library Access Lists
that you own and provides the interface through which you can view, create,
and delete Access Lists.
From the Access Lists interface, you can:
- Create a new Library
Access List.
- Edit the properties
of a Library Access List.
- Delete a Library
Access List.
- Refresh the Report
Library so that it contains the latest Library Access List information.
To refresh the list, click Refresh.
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Procedure: How to Create a New Library Access List
To create
a new Library Access List:
-
In the Access
Lists tab toolbar, click the New.
The New Library Access List window opens, as shown in the
following image.
-
Type or
select the following information:
-
In the Name field, type a name for the Library Access List.
-
In the Description field, type a description that can be used
to identify the list.
-
In the Burst Value field, type an optional burst value. This
value is case-sensitive. For more information on burst values, see Bursting a Report.
-
Add groups
and users to the Access List. The Members pane provides the available
groups and users from which to choose.
Expand the Groups and Users folders to expose the available
members. To add a member to the Access List, double-click the group
or user you want to add or select the group or user and click the
left arrow button.
The following image shows the expanded
Members folders and selections in the New Library Access List.
Note: To
remove a group or user from the New Library Access List, select that
group or user and then click Delete.
-
Click Save to
save the Access List.
-
Click Close to
exit the new list.
Note: To create another Access List, you must close
the current New Access List window and return to Step 1.
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Procedure: How to Edit and Delete a Library Access List
From
the Access Lists tab, you can edit or delete your own previously
created Access Lists at any time by performing the following steps.
-
In the Access
Lists tab, select the Access List you want to edit or delete.
-
Perform
one of the following actions:
- To edit the Access
List, click Open or double-click the list.
- To delete the Access
List, click Delete.
-
Perform
one of the following actions:
- If you are editing
the Access List, make the necessary changes and click Save,
then Close. Note that if you rename the Access
List, the original Access List remains unaltered.
- If you are deleting
the Access List, a message appears asking to confirm that you want
to delete the Access List. Click OK to delete
the Access List.