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Report Folders#

🔒 Administration.Security

The list of application Report Folders is available by selecting Report Folders on the left side of the Security page.

The creation and management of Report Folders is done in SQL Server Reporting Services. The application will only list the available SQL Server Reporting Services folders ignoring the folders which start with an underscore (_).

Info

If you are running the Critical Manufacturing service, you must have administration privileges for the SQL Server Reporting Services server(s).

Report Folders list showing the available report folders in the security page

The Report Folders page displays general information on the specific Report Folder. In addition it enables you to perform all the operations that can be performed in a specific Report Folder.

The Details tab provides a collapsible Details View panel on the left side of the page. The panel can be collapsed or expanded. Depending on configuration and the optional licensed modules, the panel will display some or all of the following sub-sections:

  • Details - displays general information on the Report Folder.
  • Roles - displays information on the Roles that have access to the Report Folder.

Warning

In order to view the Report Folder button, you must have access to the ReportFolder.Edit feature.

Report Folder details view showing the general information

Report Folder details view showing the roles sections

Assigning Roles to a Report Folder#

🔒 ReportFolder.Edit

Critical Manufacturing MES allows you to assign roles to Report Folders (not limited to Active Directory Roles) since authentication is not performed in the Report Server but by the host itself.

To assign one or more Roles to a Report Folder it is necessary to:

  1. Open the Report Folder details and navigate to the Roles sub-section in the Details View panel, or select the Report Folders in the Report Folder list page.
  2. Select the Assign button.

  3. Choose the desired Roles for the Report Folder.

    Note

    You will only be shown Roles that are not already linked to the folder.

  4. Select Next.

    Assign Roles dialog showing the roles available to assign to the report folder

  5. Choose the Access Mode of each Role: Read or Write.

    Info

    Currently, there is no functional difference between Read and Write modes. This distinction will take effect in a future version of Critical Manufacturing MES.

  6. Select Assign to complete the operation.

    Report Folder access settings showing the selected roles and their read or write permissions

Unassigning Roles from a Report Folder#

🔒 ReportFolder.Edit

To unassign one or more Roles from a Report Folder it is necessary to:

  1. Open the Report Folder details and navigate to the Roles sub-section in the Details View panel, or select the Report Folders in the Report Folder list page.
  2. Choose the Roles you want to unassign from the Report Folder and select Unassign.
  3. Select Unassign to complete the Wizard.

Unassign Roles dialog showing the roles selected for removal from the report folder

Editing a Report Folder Role assignment#

🔒 ReportFolder.Edit

To edit a Role assignment for a Report Folder, it is necessary to:

  1. Open the Report Folder page.
  2. Navigate to the Roles sub-section in the Details View panel, choose a Role and select Edit.
  3. Make the necessary changes.
  4. Commit the data to the database by selecting Save.

Edit Report Folder role assignment form showing the selected role and its updated access settings

Revert a Report Folder Role assignment#

🔒 ReportFolder.Edit

To revert a Role assignment for a Report Folder and return to the parent security settings, it is necessary to:

  1. Open the Report Folder page.
  2. Select the Revert button on the top ribbon.
  3. Commit the data to the database by selecting Save.

Revert Report Folder role assignment confirmation showing the reset to parent security settings