Reporting tools, integration and purge of archives folders


To facilitate management, reporting tools such as alerts, trends or scheduled reports, integration models and purges of archives have been grouped together in folders arranged in a tree structure.

  • Each type of object has its own tree structure.
  • The root which is the highest level of the tree structure, identifies the function of the objects it contains.
  • Folders found below the root can each contain subfolders associated with a parent folder.
  • Objects are associated with folders in the lowest level of the tree structure.
     

You can use filters to manage reporting folders and integration model folders for each profile and restrict folder access to specific users.

Example

You want to give certain users access to reports in the Operation menu based on their profile.

  • Service Desk – Operator profile ==> Authorize access only to reports associated with the Activity Monitoring folder
  • All other profiles ==> Authorize access to all reports in the menu
     

==> To do this, you create two filters:

  • All reports filter:
    • Used to display all folders in the menu.
    • Accessible to all profiles except for Service Desk – Operator.
  • Activity Monitoring filter:
    • Used to display only the Activity Monitoring folder.
    • Accessible only to the Service Desk – Operator profile.

Notes

  • You define folders in the same way for each type of object. However, they will each have their own menu option for accessing the interface.
  • By default, the roots of reporting tools are called Scheduled Alerts, Trends, and Reports.
  • You can create as many folders as required in each tree structure.
  • Only the root will not have a parent folder.

Caution

  • If you move or delete a folder, all of its subfolders will respectively be moved or deleted.

Screen description

 Reporting tools folder.png

Menu access:

  • Integration model folders: Integration > Folders
  • Reporting tool folders:
    • Administration > Alerts > Scheduled Alerts Folders
    • Administration > Trends > Trend Folders
    • Administration > Reports > Reporting Folders
  • Purge archives folders: Administration > Purge > Purge archives folders

Name: Name that identifies the folder.

Parent Folder: Name of the parent folder in the tree structure. When you create a new folder, the default parent folder displayed is the one you selected in List mode.

Procedure and Wizards

How to create a filter to manage access to folders

    Note: Only for reporting folders and integration model folders.

1. Select the menu option for which you want to restrict access to folders.

  • You can select Reports in the menu containing the reports associated with the folders.
  • You can also select Integration > Folders for integration model folders.

2. Click Edit icon.png next to the list of filters to open the Filter Configuration window.
         Filter - Configuration.png

3. Configure the filter by specifying its parameters. Open url.png See Screen description.

  • Click Tree open icon.png in the Folder field and select the folder you want to open using the filter.
  • Click Padlock close icon.png next to the Filter Name (English) field to define access rights by user profile. Note: By default, each new filter is available for all profiles.
             Filter - Select profiles.png
  • Move the profiles not authorized to access the folders to the Invisible pane using the arrows First icon.png Previous icon.png Next icon.png Last icon.png. Click [ OK ].

5. Save the filter.

  • Click [ SAVE ] or click [ SAVE AS ] if you do not want to overwrite the template.
  • Click [ CLOSE ].

6. Check that the filter works correctly.

  • Run Product name - ev itsm.png and log in using one of the profiles you specified in the filter.
  • Select the menu option for which you defined the filter.
  • Check if the filter is displayed in the Filter drop-down list depending on whether the profile is authorized to access the folder associated with the filter.

Wizards

Rename: Used to rename the folder.

Reorganize: Used to move the folder within the tree structure. Note: All subfolders will automatically be moved.

Delete (Note: Only if no element is associated with the folder): Used to delete the folder. Note: All subfolders will automatically be deleted.

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Last modified by Unknown User on 2017/10/16 10:57
Created by Administrator XWiki on 2013/03/25 18:12

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