Properties dialog - report set

You can set the properties of a specified report set in its Properties dialog according to your requirements.

The Properties dialog is divided into the following two tabs:

• General
• Permission

OK

Retains the settings and submits the task to server.

Reset

Discards your modifications and restores the dialog to its default status.

Cancel

Cancels any settings and closes the dialog.

Help

Displays this help document.

General tab

Specifies the general properties of the report set. See the tab.

Resource Path

Shows the resource path.

Resource Node Name

Specifies the name for the report set.

Resource Type

Shows the type of the resource.

Resource Description

Specifies the description for the report set.

Enable Linked Catalog

Enables to link the report set with a catalog. If you have linked a report set with a catalog, then even if the report set and the catalog are not in the same directory, it also can be run with the catalog.

When you background run, advanced run or schedule the report set, the linked catalog is applied instead of the catalog that is resided in the parent folder and originally used to run the report set. For Advanced Run and Schedule, you can change the catalog to apply another one using the Select Another Catalog option in the General tab of the corresponding dialog.

• Use Specified
  Links the report set with a catalog in the server resource tree.
  • Select Another Catalog
    Specifies another catalog in the Select Another Catalog dialog.
• Use Inherited
  Links the report set with the linked catalog inherited from its parent folder. Note that if the parent folder does not enable linked catalog, you are not allowed to check this option.

Apply Archive Policy

Applies an archive policy to the report set versions.

• Archive as New Version
  Specifies whether to use multiple versions for the report set. Available only for versions in the resource tree.
  • Maximum Number of Versions
    Specifies the maximum version amount that will be listed in the version table. By default the version amount is unlimited.
• Replace Old Version
  Specifies to replace the old version when a new version is generated.

Permission tab

Specifies permissions of roles/users/groups to the report set. This tab is available when the report set is in the Public Reports folder. See the tab.

Enable Setting Permissions

Enables the setting of permissions.

Available

Lists the roles/users/groups to which you can assign permissions.

• Role
  If checked, all roles will be displayed in the Available box for you to assign permissions.
• User
  If checked, all users will be displayed in the Available box for you to assign permissions.
• Group
  If checked, all groups will be displayed in the Available box for you to assign permissions.

Adds the selected role(s), user(s) or group(s) to the Selected box.

Removes the selected role(s), user(s) or group(s) from the Selected box.

Selected

Displays the role(s), user(s) and group(s) to which the permissions will be assigned.

• Visible
  Specifies whether to give the selected role/user/group the Visible permission.
• Read
  Specifies whether to give the selected role/user/group the Read permission.
• Write
  Specifies whether to give the selected role/user/group the Write permission.
• Delete
  Specifies whether to give the selected role/user/group the Delete permission.
• Execute
  Specifies whether to give the selected role/user/group the Execute permission.
• Schedule
  Specifies whether to give the selected role/user/group the Schedule permission.
• Grant
  Specifies whether to give the selected role/user/group the Grant permission.