Creating and Maintaining a Library Access List

How to:

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.

Note: Wildcards are not supported for burst values in an Access List.

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.

ReportCaster Development

From the Access Lists interface, you can:


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Procedure: How to Create a New Library Access List

To create a new Library Access List:

  1. In the Access Lists tab toolbar, click the New.

    The New Library Access List window opens, as shown in the following image.

    New Library Access List

  2. Type or select the following information:
    1. In the Name field, type a name for the Library Access List.
    2. In the Description field, type a description that can be used to identify the list.
    3. 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.
  3. 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.

    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.

  4. Click Save to save the Access List.
  5. 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.

  1. In the Access Lists tab, select the Access List you want to edit or delete.
  2. 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.
  3. 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.

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