Oracle CRM On Demand Documentation Library: Role Associations for Report and Dashboard Folders

Users can store the reports that they create in report folders. Report folders can be created in a user's personal area and in the company wide shared folders, including the Company Wide Shared Folder for the V2 catalog, the Company Wide Shared Folder for the V3 catalog, and the Migrated Company Wide Shared Folder for the V3 catalog.

Users can store the V3 analytics dashboards that they create in dashboard folders. Dashboard folders can be created under the predefined Dashboards folder, which is under the Company Wide Shared Folder for the V3 catalog.

You can limit access to the subfolders in the company wide shared folders by associating roles with the subfolders. After you associate one or more roles with a folder, only users with those roles can access the folder. If no role is associated with a folder, then all users have access to the folder by default. A subfolder automatically inherits the role associations of its parent folder, but you can change the role associations for the subfolder. For more information about setting up report and dashboard folders, see Oracle CRM On Demand Online Help.

NOTE: You cannot associate roles with the Dashboards subfolder under the Company Wide Shared Folder. However, you can associate roles with the subfolders under the Dashboards folder.

You can use the Oracle Migration Tool On Demand client to extract and update the associations between roles and existing folders in the company wide shared folders. However, you cannot use the Oracle Migration Tool On Demand client to create report or dashboard folders or subfolders.

Table 73 describes the Oracle Migration Tool On Demand client commands used with role associations for report and dashboard folders. These commands are case sensitive.

Table 73. Commands Used with Role Associations for Report and Dashboard Folders in Oracle Migration Tool On Demand
Command	Description
`Read ReportFolder` FolderPath	This command extracts the details of a specified folder and its role associations. The FolderPath parameter must specify the full path for the folder, including the string for the root folder. For the folders in the Company Wide Shared Folder for the V2 catalog and in the Company Wide Shared Folder for the V3 catalog, the root folder is /shared/Company Analyses, and for the folders in the Migrated Company Wide Shared Folder, the root folder is /shared/Migrated Company Analyses. The extracted information includes the name of the folder's parent folder and the names of any subfolders.
ReadAll ReportFolder	This command extracts the details of all report and dashboard folders and their role associations.
Upsert ReportFolder ReportFolderXML	This command updates or inserts role associations for a report or dashboard folder. NOTE: You can use the `Upsert` command only to add role associations for existing folders, and to set the access level for the roles. You cannot use the `Upsert` command to remove role associations from folders or to create new folders or subfolders.

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