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Content is stored within a two tier folder structure of Categories and Sub Categories.
- Categories are used to hold and split Sub Categories into grouping. They do not contain content directly.
- Sub Categories are located within a defined Category and are used to store content with specified function and access permissions.
The content types that is are stored in this structure is of the following forms;
- Report
- Dashboard Tab
- Storyboard
Content Management
To create and edit Content Categories you will need to have access to Category Access in Administration. Navigate to Administration > General > Content Categories to access the list of categories & sub categories in the system.
Your secure sub categories, default draft folder, and approval categories are highlighted by the use of icons on the right hand side of the list.
are Reports, Dashboard Tabs, and Storyboards.
Content Categories are managed through the Admin Console.
Category Creation
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- Click the create link button at the bottom of your list, or the Create New Category link from Administration, to create a new Category. This will open the Category Form.
- Provide a Name and Description for the Sub Category
- Select the Category level. In your hierarchy of content you must first create a category level before you create its associated Sub Categories.
- Provide a sort order if required
Note: leaving the value as 0 will use standard alphabetical sorting. - Select the status of the category
Note: if you leave the category in DRAFT mode users will not be able to access content or store content in this category.
Sub Category
Sub Category Creation
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Publish Access & Approvals
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Approvals
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- If you select 'Users with Functional Access" then all users with the public report function can write to this folder
- If you select a person or expert group - then only specified users can publish reports into that folder. If a user does not have access to publish to that folder the report will be routed to an Expert for approval.
Report Version History
One option available within Yellowfin is the ability to maintain previous instances of a report. When a user selects this option not only is the report definition saved but the data as well. This allows users to view previous versions of the report and compare result sets.
All versions of the report data are stored in the Yellowfin Database. As the administrator you can determine how much history and the maximum size of reports you wish to save. This is an application management process that permits you to control the use of your infrastructure.
Version History
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The version history allows you to store the data returned in a report.
If version history is set to Only keep the latest result set then no historical results will be kept.
If the Keep archived report result sets option is selected then all historical versions of the reports will be kept. Note: It's important to remember that this option can quickly build up quite a large amount of data, so use this option sparingly.
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Max Size
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The maximum size for data to be saved in cache or in the database where version history is required.
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The maximum number of items to be displayed on the history drop down list for management information reports.
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Delete Period
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After what period of time should archived reports be deleted.
Content Security
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Access
You can secure your categories to restrict users' access to the content writing and view capability for the selected category. The options for setting the security are as follows:
- Unsecure Content (people can access this without logging on)
- Secure (users will have to logon before being able to view the content - but all users of your site will be able to view it).
- Access Security Level Required - only selected users will be able to access this content.
If you choose to secure the category then you must select a person or group and then the level of access that they are permitted. Three types of access exist:
Read | Users will only be able to read the content but not create new items of this type of content. |
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Edit & Update | If a content item exists a user will be able to edit and update an existing piece of content but not create new or delete items in this category. They will also be able to read all content in this category. |
Delete | Users with delete access will be able to read, edit, create and delete content of this type. You must have at least one person with delete access. |
Note: if you want all your users to be able to read the item make sure you have a group created with all your users. Use this group for read access.
When you have selected a person, and or a group click add to add them to the access list. You can have as many groups and people in the list as you wish. You cannot finish the process if you do not have at least one person or group with delete access. Select a person with delete access to finish.
Primary Org Content Security
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Edit Category/Sub Category
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Delete Category/Sub Category
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