SAS BI Dashboard Folders

Folders in SAS BI Dashboard 4.31

Storage folders for SAS BI Dashboard 4.31 exist in both the foundation SAS Metadata Repository and the SAS Content Server. The SAS Folders/System/Applications/BI Dashboard/SASBIDashboard4.3 folder in the metadata repository corresponds to the sasfolders/System/Applications/SAS BI Dashboard/SASBIDashboard 4.3 directory in the SAS Content Server. These top-level folders are created during installation, configuration, and deployment.
The parallel storage structures are necessary because SAS BI Dashboard objects have both a metadata component and a content component. For example, for each dashboard object that is saved in SAS BI Dashboard, two objects are stored:
  • A metadata object that describes the dashboard object that is stored in your metadata repository. The dashboard object metadata object contains information such as timestamps, authorship, access controls that provide security for the report, and other object-specific and application-specific properties.
  • A dashboard object definition file is stored in your content server. The dashboard object definition file is an XML file that contains information about how the dashboard object is presented.
In order to display a dashboard object, SAS BI Dashboard retrieves both components. The parallel storage structures in the metadata repository and the content server facilitate this two-part retrieval.
SAS Management Console preserves the necessary synchronization between the folders in the metadata repository and the content server. For details about how to keep dashboard object files synchronized with their corresponding metadata objects, see “Best Practices for Managing SAS Folders” in the SAS Intelligence Platform: System Administration Guide.
CAUTION:
Dashboard objects have interdependencies and associations. Therefore, you should not move the contents of these folders into different folders. To ensure that the dashboard-related content is functional and synchronized with the SAS Content Server, do not rename the folders that contain the dashboard content, or save the dashboard content to different folders.
Dashboard objects have interdependencies. Dashboards depend on indicators, indicators depend on indicator models, and indicator models depend on data and ranges. Therefore, any changes to the existing folder structure, its contents, or folder names must be avoided to ensure that the interdependencies between the dashboard content objects are maintained.
You have the flexibility to choose the location of the SAS BI Dashboard 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' dashboard objects are stored in this folder.
The following table provides descriptions of SAS BI Dashboard 4.31 folders and their contents.
SAS BI Dashboard 4.31 Folders
SAS BI Dashboard 4.31 Folders
Description of the Folder and Its Contents
SAS Folders/Products/BI Dashboard 4.3/DashboardConfigs
Created when SAS BI Dashboard 4.31 is installed. If you upgrade from a previous release of SAS BI Dashboard, the existing dashboard metadata objects are moved to this folder.
SAS Folders/Products/BI Dashboard 4.3/DashboardDisplayConfigs
This folder is not used by SAS BI Dashboard 4.31. It might contain content that was migrated from previous releases.
SAS Folders/Products/BI Dashboard 4.3/IndicatorDefinitions
Created when SAS BI Dashboard 4.31 is installed. If you upgrade from a previous release of SAS BI Dashboard, the existing indicator definition metadata objects are moved to this folder.
SAS Folders/Products/BI Dashboard 4.3/ModelConfigs
Created when SAS BI Dashboard 4.31 is installed. If you upgrade from a previous release of SAS BI Dashboard, the existing data model (referred to as indicator data in SAS BI Dashboard 4.31) metadata objects are moved to this folder.
SAS Folders/Products/BI Dashboard 4.3/RangeDefinitions
Created when SAS BI Dashboard 4.31 is installed. If you upgrade from a previous release of SAS BI Dashboard, the existing range metadata objects are moved to this folder.
SAS Folders/System/Applications/SAS BI Dashboard/BI Dashboard 4.3/IndicatorConfigs
Created when the first indicator is created. The indicator configuration metadata objects are saved in this folder.
SAS Folders/Products/BI Dashboard 4.3/Identifiers
This folder is reserved for future use. It is not used by SAS BI Dashboard 4.31.
SAS Folders/System/Applications/SAS BI Dashboard/BI Dashboard 4.3/PromptContent
The dynamic prompt content metadata object is saved to the folder.

Best Practices for Organizing Metadata Folders with Dashboard Objects

A planned structure of the metadata folders for dashboard objects is beneficial for promoting dashboard content with efficiency and ease. Because dashboard objects reference other dashboard objects, a meaningful organization of the metadata folders makes dashboard promotion efficient. Here are some guidelines for organizing the metadata folder structure so that dashboard promotion is manageable and efficient:
  • Keep indicator data with indicators.
  • Keep dashboards and reports together within a single folder.
  • Keep indicators together in the Indicators folder.
  • Consider using a shared folder for sharing prompts and ranges together within one folder.
  • Use a standard naming convention for the folders.