Oracle CRM On Demand Documentation Library: Role Associations for Analytics Folders

Users can store the analyses and dashboards that they create in folders. Folders can be created in a user's personal area in Oracle CRM On Demand and in the company wide shared folders in Oracle CRM On Demand, including the Company Wide Shared Folder and the Migrated Company Wide Shared Folder. The Company Wide Shared Folder contains a predefined Dashboards folder, under which users can create subfolders for storing dashboards.

Analyses and dashboards that are stored in a user's personal area are available only to that user. Analyses that are saved in the Company Wide Shared Folder and the Migrated Company Wide Shared Folder are available to all users by default, and dashboards that are stored in folders under the predefined Dashboards folder are available to all users by default.

However, you can limit access to the contents of subfolders in the company wide shared folders, including the subfolders in the predefined Dashboards folder, by associating roles with the subfolders. After you associate one or more roles with a folder, only users with those roles can access that 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 analytics folders, see Oracle CRM On Demand Online Help.

NOTE: You cannot associate roles with the Dashboards subfolder under the Company Wide Shared Folder, but 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 analytics folders or subfolders.

Table 74 describes the Oracle Migration Tool On Demand client commands used with role associations for analytics folders. These commands are case sensitive.

Table 74. Commands Used with Role Associations for Analytics 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, the root folder is: /shared/Company Analyses 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 analytics folders and their role associations.
Upsert ReportFolder ReportFolderXML	This command updates or inserts role associations for an analytics 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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