Category Management

Overview

To create and edit you report categories you will have to access the Administration function. To access a list of all your report categories click on the Report Categories link from the Administration Panel. This will open a page containing all your report categories.

Your secure categories and your default draft folder are highlighted by the use of icons on the right hand side.

Category

1. Click the create link button at the bottom of your list, or the Create New Category link from the Admin Console, to create a new Category. This will open the Category Form.
2. Provide a Name and Description for the Sub Category
3. Select the Category level. In your hierarchy of content you must first create a category level before you create its associated Sub Categories.
4. Provide a sort order if required
   Note: leaving the value as 0 will use standard alphabetical sorting.
5. Select the status of the category
   Note: if you leave the category in DRAFT mode users will not be able to access reports or create reports for this category.

Sub Category

1. Click the create link button at the bottom of your list, or the Create New Category link from the Admin Console, to create a new Category. This will open the Category Form.
2. Provide a Name and Description for the Sub Category
3. Select the Sub Category level. In your hierarchy of content you must first create a category level before you create its associated Sub Categories.
4. Select a Category to store the Sub Category in to
5. Define if this is the Draft Content Storage category
   Note: enabling this option means that any content that is not activated is automatically stored in this Sub Category. There can only be one Draft Storage category.
6. Provide a sort order if required
   Note: leaving the value as 0 will use standard alphabetical sorting.
7. Select the status of the category
   Note: if you leave the category in DRAFT mode users will not be able to access reports or create reports for this category.

Publish Access and Approvals

In the report Category edit page the Publish Access and Approvals section allows you to determine which users can publish public reports to the category.

• 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. This is known as a management information 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.

In the report Category edit page the Report Version Control Section allows you to define the content management criteria and the archive and version history.

Content Security and Access

You can secure your categories to restrict users' access to the report writing and view capability for the selected category. The options for setting the security are as follows:

1. Unsecure Content (people can access this without logging on)
2. 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).
3. 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:

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.