Managing SAS Web Report Studio Content and Users |
Overview of SAS Web Report Studio Folders |
Proper storage of reports and report-related objects is important because storage of reports (and some report-related objects) must always be synchronized between your metadata repository and your external content server. In addition, if you organize storage of reports appropriately for your environment, then controlling access to reports is easier.
You have the flexibility to choose the location of the SAS Web Report Studio user folders anywhere within the SAS Folders directory on the Folders tab of SAS Management Console. For example, you can create a folder called Shared and ensure that users' documents such as reports, information maps, and stored processes are stored in this folder. Another option is to create separate folders for reports, information maps, and other items.
For each folder that you create within the SAS Folders directory, a corresponding directory is also automatically created in the SAS Content Server. In this way, SAS Management Console preserves the necessary synchronization between the folders in the metadata repository and the content server.
For information and guidelines about how to set up your SAS folders, see the SAS Intelligence Platform: System Administration Guide.
To manage the availability of images, templates, and items for report distribution to users, SAS Web Report Studio administrators have access to the certain folders in the SAS Content Server and within SAS Management Console. These folders, which can be accessed by the SAS administrator, are as follows:
the folder where SAS Web Report Studio looks for banner images when building a report. Banner images are available for users to insert into headers and footers in their documents. You use SAS Management Console to manage the contents of the BannerImages folder.
In SAS Web Report Studio 4.2, the folder path is SAS Folders/System/Applications/SAS Web Report Studio/Web Report Studio 4.2/BannerImages. When you upgrade to SAS Web Report Studio 4.3, existing images remain in the old folder (so that referencing reports continue to work) and are also copied to the new folder.
the top-level folder for conditional-highlighting images that can be included in reports.
In SAS Web Report Studio 4.2, the folder path is SAS Folders/System/Applications/SAS Web Report Studio/Web Report Studio 4.2/ConditionalHighlightingImages. When you upgrade to SAS Web Report Studio 4.3, existing images remain in the old folder (so that referencing reports continue to work) and are also copied to the new folder.
the folder for the templates that are used when you create reports with custom layouts in SAS Web Report Studio.
In SAS Web Report Studio 4.2, the folder path is SAS Folders/System/Applications/SAS Web Report Studio/Web Report Studio 4.2/ReportTemplates. When you upgrade to SAS Web Report Studio 4.3, this folder and its contents are moved to the new location.
the folder for items that handle report scheduling and distribution.
In SAS Web Report Studio 4.2, the folder path is SAS Folders/System/Applications/SAS Web Report Studio/Web Report Studio 4.2/DistributionDefs. When you upgrade to SAS Web Report Studio 4.3, this folder and its contents are moved to the new location.
Storage Folders for SAS Web Report Studio Content |
Storage folders for SAS Web Report Studio must exist in both the foundation SAS Metadata Repository and the SAS Content Server or the file system. The SAS Folders/System/Applications/SAS Web Report Studio/Common folder in the metadata repository corresponds to the sasfolders/System/Applications/SAS Web Report Studio/Common directory in the SAS Content Server. These top-level folders are created during installation, configuration, and deployment.
The parallel storage structures are necessary because reports and some report-related objects (such as images) have both a metadata component and a content component. For example, for each report that is saved in SAS Web Report Studio, two objects are stored:
A metadata object that describes the report is stored in your metadata repository. The report metadata object contains information such as time stamps, authorship, access controls that provide security for the report, and other report-specific and application-specific properties.
A report definition file is stored in your content server. The report definition file is an XML file that contains information about how the report is presented and what data is included in the report. The report definition is constructed according to the SAS Report Model, which is an XML specification for business reports. Reports that comply with the SAS Report Model can be created, viewed, and modified by a variety of SAS applications.
In order to display a report, SAS Web Report Studio must retrieve both of these components. The parallel storage structures in the metadata repository and the content server facilitate this two-part retrieval.
For details about how to keep report content files synchronized with their corresponding metadata objects, see "Best Practices for Managing SAS Folders" in the SAS Intelligence Platform: System Administration Guide.
Display Users' Legacy Path Folders After Migration to SAS Web Report Studio 4.2 or 4.3 |
If your site has migrated from SAS Web Report Studio 3.1 to SAS Web Report Studio 4.2 or 4.3, previous users of SAS Web Report Studio can navigate to their folders, which are located within the SAS Folders directory.
The following display shows the Web Report Studio 4.3 dialog box where the Show Legacy Paths field is set to Yes by default after migration from SAS Web Report Studio 3.1 to SAS Web Report Studio 4.3. If there was no migration, this field is set to No by default.
Show Legacy Paths for SAS Web Report Studio
The legacy path folders are displayed in the drop-down Location menu in SAS Web Report Studio. The following table shows the legacy folder paths and types of files that are typically displayed when the drop-down menu is chosen under Location.
Function in SAS Web Report Studio 4.2 or 4.3 | Legacy Folder Paths |
---|---|
Open Report | /BIP Tree/ReportStudio/Shared/Reports |
Open Info Map | /BIP Tree/ReportStudio/Maps |
Locate Image to Include | /BIP Tree/ReportStudio/Shared/Images |
In the following display, the user has chosen to open a report and is able to view the legacy folder path for /BIP Tree/ReportStudio/Shared/Reports.
Reports in the Legacy Folder Path
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