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  4. Assign Shared Catalog Folder and Workbook Permissions

Assign Shared Catalog Folder and Workbook Permissions

You can view, modify, and add access permissions for catalog folders and workbooks. Permissions determine the actions a user can perform when working with shared folders and workbooks.

Topics:

Add or Update a Shared Workbook's Permissions

You can assign users and roles, access permissions (Read-Write and Read-Only), and share permissions (View and Edit) to a workbook that you create or administer.

The shared catalog folder's permissions default into the workbook's Access and Share tabs. You can set permissions on the workbook to fine-tune the default permissions. See Workbook Permissions Rules.
A workbook's default permissions are based on roles. Roles and the permissions you assign in the Access tab determine who can access the workbook and what they can do with it. For example, open, open in a new tab, inspect, favorite, rename, export, move to, duplicate, and delete.
The permissions you assign in the Share tab determine which actions users can perform on the workbook, such as rename, move to, save and save as.
A workbook contains artifacts, which are stand-alone Oracle Analytics objects that you can include in other workbooks (for example, datasets). Sometimes these artifacts aren't already shared. In such cases, when you add or update a workbook's permissions Oracle Analytics displays the Shared Related Artifact dialog where you can specify if you want to share these artifacts with the users who can access the workbook.
Sometimes you might choose to not share the artifacts, such as when you want to review and assign the artifact's permissions manually, or when the user must select a different artifact in the workbook that you are adding or updating permissions for (for example, select a different dataset).
Oracle recommends that you use the Oracle Analytics Home Page and not the Classic Home Page to update workbook permissions.
  1. In the Home Page, click Navigator, and then click Catalog.
  2. Click Shared Folders, and then navigate to the workbook.
  3. Hover over the workbook, click Actions, and then click Inspect.
  4. Click the Access tab to add or update users and roles and permissions. The permissions in this tab default from the access permissions set on the shared catalog folder.
  5. Click the Share tab to add or update users and roles and permissions. The permissions that default into this tab are the same permissions that default into the Access tab.
  6. Click Save.
  7. If the Shared Related Artifact dialog is displayed, then specify if you want to share the artifacts included in the workbook (for example, the workbook's datasets) and click Apply.

Add or Update Shared Catalog Folder Permissions

You can assign users and roles and access permissions (Read-Write or Read-Only) to the shared catalog folders you create or administer.

A shared catalog subfolder's default permissions are based on roles. Roles and the permissions you assign in the Access tab determine who can access the shared catalog subfolder and what then can do with it. For example, open, inspect, rename, move to, duplicate, or delete.
The users and roles and permissions you specify are applied to any shared catalog subfolders that you create and the workbooks that you save to the shared catalog subfolder. You can fine tune permissions on shared catalog subfolders and workbooks.
A shared catalog folder can contains artifacts, which are stand-alone Oracle Analytics objects (for example, datasets). When you add or update a shared catalog folder's permissions Oracle Analytics displays the Shared Related Artifact dialog where you can specify if you want to share these artifacts with the users who can access the shared catalog folder.
Sometimes you might choose to not share the artifacts, such as when you want to review and assign the artifact's permissions manually.
  1. In the Home Page, click Navigator, and then click Catalog.
  2. Click Shared Folders, and then navigate to the shared catalog folder that you want to update permissions for.
  3. Hover over the shared catalog folder, click Actions, and then click Inspect.
  4. Click the Access tab to add users and roles and permissions, or update permissions for the existing users and roles.
  5. Click Save.
  6. If the Shared Related Artifacts dialog is displayed, then specify if you want to share the artifacts included in the shared catalog folder (for example, datasets) and click Apply.

Workbook Permissions Rules

Use these rules to help you set a workbook's permissions.

Access (Read-Only and Read-Write) Rules:

  • Permissions are evaluated by hierarchies configured for roles.
  • Permissions set for roles closest to the top level in the role hierarchy are superseded by permissions set for roles at a lower level in the role hierarchy.
  • If there are multiple rules at the same level, the permission set for the first role in the Oracle BI Presentation Catalog list supersedes other roles.
  • User permissions always override role permissions.

Share (Edit and View) Rules:

  • If a user is a member of any role with edit permission, that user can edit the workbook.
  • If a user has edit permission, that user can edit the workbook.
  • If a user is a member of any role with view permission, that user can view the workbook.
  • If a user has view permission, that user can view the workbook.

How Share and Access Permissions Affect Saving a Workbook Opened by a DVConsumer User

Share Access: Read-Only Access: Read-Write
View Save and Save As aren't enabled. Save and Save As aren't enabled.
Edit Save and Save As aren't enabled. Save and Save As aren't enabled.

How Share and Access Permissions Affect Saving a Workbook Opened by a DVContentAuthor User

Share Access: Read-Only Access: Read-Write
View Save and Save As aren't enabled. Save and Save As aren't enabled.
Edit Save isn't enabled, but Save As is enabled. Save and Save As are both enabled.