Setting Explore Preferences

Explore preferences define default folders and default permissions for items that you create or import. You can specify default permissions for specific users, groups, or roles. If you do not set these preferences, the Default folder and New Document folder are set to the top-most, or root folder and permissions for items are set to Empty.

You can modify the following Explore Preferences:

Default Folder—Your default folder is shown when you use Explore. Set it to the folder you access most frequently.
New Document Folder—Default folder where the new document wizard searches for Web Analysis database connection files and Interactive Reporting documents. If you are creating new Interactive Reporting documents and browse for data sources, this folder is used.

Default File Permissions—Applied when you create a folder or import artifacts. These permissions determine the ability of a user, group, or role to access the item and whether to automatically push the item to the user, group, or role favorites.

Note:

Default file permissions are automatically applied to all artifacts you create or import. You can override these defaults by manually changing the permissions when you create or import the artifact.

To set default folders:

Select File, then Preferences, and then select Explore.
Set the Default folder and New Document folder.
Click Select, and do one of the following steps:
- From Look in, select a folder.
- From the list of names, select a folder.
  To navigate, double-click a folder. The folder you select is displayed in the Name text box. (Do not type a name in the Name text box.)
From Default File Permissions, select one of the following:
- Interactive Reporting documents
- Interactive Reporting jobs
- Production Reporting jobs
- Generic jobs
- All other documents
- Folders
Click OK or Cancel.
To continue setting default permissions, repeat step 3.

Select Set Permissions to set default permissions for users, groups, and roles. The Permissions dialog is displayed. See Setting Permissions and Pushing Artifacts.