Uploading Interactive Reporting Documents to the Repository

After you have created a document repository, you can upload repository objects (data models, standard queries, and standard queries with reports) for version-controlled distribution to networked Interactive Reporting users.

Note:

When you store objects in the document repository for user access, make the Interactive Reporting database connection file available to users as well.

  To upload an object to the repository:

  1. With the repository object you want to upload open in the Content frame, select File, then Save To Repository and select theInteractive Reporting database connection file to associate with the object.

    If necessary, click Select to launch the Select Connection File dialog box, navigate to the Interactive Reporting database connection file, and click OK.

    The Save To Repository dialog box is displayed showing the Model tab.

  2. In the Model Type area, select the type of object you are saving to the repository.

    Select between Data Model, Standard Query, and Standard Query with Reports.

  3. In the Model Info area, enter information about the repository object.

    • Unique Name—Name of the object that you want to show for the object in the repository

    • Creator—Name of the person who created the object. This information is useful in tracing the document source for updates and so on

    • Created—Date on which the object was saved to the repository defaults

    • Locked/Linked Object (Required For ADR)—Toggles repository object locking. Previously, repository models were locked to maintain versions (see Controlling Document Versions (Automatic Distributed Refresh), and could not be modified by the end user. Unlocked data models can be downloaded as usual and the query modified. However, once saved outside the repository, the unlocked model loses its automatic version-control.

    • Prompt For Sync On Download—Prompts users with the request: “A newer version of the object exists in the repository, downloading the changes may overwrite changes you have made to the local file. Would you like to make a copy of the current document before proceeding?”

      If the user selects Yes, a copy of the locally saved object is made, Automatic Distributed Refresh is disabled for the copy, and the object is synchronized with the newer version of the object

    • Description—Enter a description of the repository object and what it can be used for. The maximum character length that you can add is 255 characters.

  4. Select the Groups tab.

    Groups associated with the owned repository are displayed in the Groups list. The PUBLIC group is included by default.

  5. Use the arrow buttons to grant access to repository groups by adding them from the Available Groups list to the Selected Groups List.

    • Available Groups—Available user groups from which access can be granted.

    • Selected Groups—Groups added to the granted access list for the stored object.

      Tip:

      You must move the PUBLIC group to the Selected Groups list if you want to provide general, unrestricted access to the repository object.

  6. Click OK to save the object to the repository.

  7. Distribute theInteractive Reporting database connection file to end users as needed to access both the object source database, and if necessary, the document repository used to store the object.