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Managing SAS Web Report Studio Content and Users

SAS Web Report Studio Folders


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:

SAS Folders/System/Applications/SAS Web Report Studio/Common/BannerImages

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.

SAS Folders/System/Applications/SAS Web Report Studio/Common/ConditionalHighlightingImages

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.

SAS Folders/System/Applications/SAS Web Report Studio/Common/ReportTemplates

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.

SAS Folders/System/Applications/SAS Web Report Studio/Common/DistributionDefs

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:

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.

CAUTION:
You must keep the report content files synchronized with their corresponding metadata objects.   [cautionend]

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

[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.

Legacy Folder Paths in SAS Web Report Studio 4.2 or 4.3
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

[Reports in the Legacy Folder Path]

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