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Sharing Content in University Wide>Transfer (Hy11)


Last Updated:  3/7/12 2:44:21 AM 8373-8193-7023

Important Note: When sharing reports in My Reports, be sure to verify that the intended user has all the database authorizations that the report uses. Data policies state that as the owner of a report you are held accountable for any unauthorized use by user(s) with whom you have shared content. Details for computing use policies can be found at http://getprotected.asu.edu and in the data access policy.

Individuals may share reports by using the University Wide>Transfer folder through the following process.
Note: Reports placed in University Wide>Transfer will be automatically deleted after 30 days and also note that this differs from the process of using the University Wide>Shared folder:

  1. Navigate to and open the report from its current saved location.
     
  2. After the desired report opens, click File>Save to Repository As.... Save the report within the University Wide>Transfer folder.

     
  3. Close the browser window displaying the report. You will be returned to the main Explore workspace.
     
  4. Navigate to the University Wide>Transfer folder and locate the file that you just saved. Right click on the report and select Edit Permissions.

     
  5. Users can be located by searching by Asurite(User Id), Last Name or First Name. The Asurite (User Id) option should produce one search result since it is a unique identifier. Type in the Asurite of the individual with whom you want to assign access and click on Update List.

  6. Once the user is displayed, select them and move them into Selected Users, Groups and Roles using the move arrow.
    Note:If the individual does not have access to Hyperion 11, they will not be found and "Items not found" will appear under Users.
     
  7. Double click on Inherit to access the options available under Access to File.


    The various options are (choose one option below):
    • Inherit: Not set to Anything. This permission defaults to No Access.
    • No Access: Cannot access the document.
    • View: Can only display the document.
    • Modify: Can change, but not delete document.
    • Full Control: Can display, change and delete document.

  8. Double click on Inherit to access the options available under Adaptive State.


    The various options are (choose one option below):
    • Inherit: Not set to Anything. This permission defaults to View Only if this is the only permisssion declared.
    • View Only: Can view but cannot modify document. Will allow access to only the Results section. No "Process" option is available.
    • View and Process: View documents and refresh data, cannot modify. Will allow access to only the Results section. Able to "Process" the document.
    • Analyze: Create and modify charts, pivots and reports in the document, but cannot modify the queries or refresh the data. No Query section is available. No "Process" option is available.
    • Analyze and Process: Create and modify charts, pivots and reports in the document and refresh data. Cannot modify the query. No Query section is available but able to "Process" document.
    • Query and Analyze: Create and modify charts, pivots and reports in the document and refresh data. Can build and limit reports before processing. Will allow access to both the report and Results sections. Able to "Process" document. No table catalog available.
    • Datamodel and Analyze: Create and modify charts, pivots and reports in the document and refresh data. Can build and limit reports before processing. Can create and modify data models. Will allow access to both the report and Results sections. Able to "Process" document and table catalog is available.

  9. Leave the Favorite option as Inherit. Also, do not select (leave unchecked) the options of:
    • Make these the default permissions for all Interactive Reporting files I import.
    • Push this item to selected Users, Groups and Roles.

  10. Once the Access to File and Adaptive State options have been assigned, click on OK to close the Permissions window.
     
  11. You will be returned to the main Explore workspace.

 



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