WebFOCUS Online Help > ReportCaster End User > Report Library > Creating and Maintaining a Library Access List

Creating and Maintaining a Library Access List

How to:

An Access List is similar to a Distribution List. Access Lists define the users and groups that are allowed to view the output of specified schedules distributed to the Report Library. After the Access List is created, 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.

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Procedure: How to Create a New Library Access List

To create a new Library Access List:

  1. From the ReportCaster HTML User Interface, click the Access List option. For instruction on accessing the ReportCaster HTML User Interface, see About the ReportCaster HTML User Interface.

    All Access Lists you have created appear, along with a description for each Access List.

    Note: In the ReportCaster HTML User Interface, even when logged on as an administrator you can only view Access Lists that you own. To view all Access Lists, use the ReportCaster Development and Administration Interface.

    The following image shows all of the Access Lists you created in the Access List window. Each Access List displays information under column headings for Access List Name and Description. The window includes toolbar icons that enable you to perform functions on each Access List. Sorting is available for each column by clicking the column heading.

    Access List window

  2. Click New.

    The following image shows an expanded Access List window containing fields that enable you to type a List Name, Description, and Burst Value for the Access List. In addition, there are options where you can select the users or groups to be added to the Access List, and options for deleting burst values and members from the Access List.

    expanded Access List window

  3. Type the following information:
    1. In the List Name field, type the name of 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.
  4. Add groups and users to the Access List.

    To add groups to the Access List:

    In the Group List field, select the group or groups you want to add to the Access List (for example, Analyticals), and then click Insert Group. This populates the Burst Value (if applicable), Member, and Type fields at the bottom of the window. Note that only groups that have been granted access to content in the Report Library appear in the Group List. All members of the group will have access.

    To add users to the Access List:

    In the Group List field, select the group from which you want to add users to the Access List, and then click Get User. This populates the User List field with the users from the specified group. In the User List field, select the user or users you want to add to the Access List (for example, rcanalytical), and then click Insert User. This populates the Burst Value (if applicable), Member, and Type fields at the bottom of the window.

    Note: To delete a group or user from the Access List, select that group or user and then click Delete the selected rows.

  5. Click Save to save the Access List.
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Procedure: How to Edit and Delete a Library Access List

From the Access List window in the ReportCaster HTML User Interface, you can edit or delete your own previously created Access Lists at any time by performing the following steps:

  1. Select the Access List you want to edit or delete.

    The following image shows a selected row of data for the Sales Team in the Access List window.

    Access List window

  2. Perform one of the following actions:
    • To edit the Access List, click Open.
    • 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. 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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