Managing Folders and Resources

Administrators and users with the proper permissions can create, modify, move, and delete folders and resources in the repository. The specific roles and permissions of the user determine the specific actions that are available. For the definition of the permissions on folders and resources, see section Permissions.

Creating Folders and Resources

Creating Folders

Any user with write permission on a folder can create new child folders in it.

New folders and all their contents inherit the permissions of their parent folders. You can change the permissions later (see section Assigning Permissions).

To create a folder:

The folder is created in the repository.

Adding Resources

Only administrators can add resources to the repository. End users, even those with write permission on a folder, cannot add resources.

A new resource inherits the permissions of its containing folder. You can change the permissions later (see sectionAssigning Permissions).

To add a resource:

See "Add File Window" shows the blank Add File window and See "Completed Add File Window" shows the window completed.

The file appears in the Content Files folder in the Repository panel.

If the connection fails, check the data that you entered to be sure it is exactly like the data shown in the figure.

The new data source appears in the Data Sources folder in the repository (See "New JNDI Data Source in Repository").

All the windows for adding resources have fields for specifying the object. You have to provide some of the information in the dialogs; some of the information is taken from the uploaded files themselves; some of it is default data that is shown or provided but which you can change if necessary. The object ID is generated from the name; it must be unique in the folder. The name and description are displayed in the repository.

For more specific procedures on creating reports, Domains, and data sources, refer to the JasperReports Server User Guide. For information on creating analysis views and OLAP client connections, refer to the Jaspersoft OLAP User Guide.

Editing Folders and Resources

Renaming Folders and Resources

Any user with write permission on a folder or resource can change its name and description.

To rename a folder or resource:

A Properties dialog appears.

You can change the folder or resource’s name and description, but not other information, such as resource type and ID; these data are created by the system and displayed here for information only.

As an administrator with Modify permission for the resource, you can also change the user access settings, as described in section Assigning Permissions.

Editing Resources

Editing a resource uses the same window that is used to define the resource when it is first added to JasperReports Server. The window is useful for simply viewing the resource settings or modifying them. In modify mode, you can reload the resource’s file and change its settings.

Resources that have been added with the repository’s Add Resource menu can only be edited by administrators. For example, only an administrator can edit a JRXML report that he or another administrator uploaded to the repository. Administrators can also edit the report unit of an Ad Hoc report.

End users, even those with write permission on a resource, cannot edit the resource definitions.

To edit a resource:

The Add window for the resource appears (such as Add File Window or Add Data Source - Set Data Source Type and Properties - JNDI Data Source).

Moving Folders and Resources

Any user with read permission can copy and cut folders and resources in the repository and paste them elsewhere in the repository, as long as the user has write permission on the destination folder where the object is pasted. All resources and folders in a folder are copied or cut with it.

You can drag-and-drop the objects, or you can paste them as explained below. Folders must be moved one at a time, but multiple resources can be moved together.

To move folders and resources by pasting:

If the Paste command is disabled when you right-click a destination folder, you do not have write permission there.

Deleting Folders and Resources

Users with delete permission on a folder or resource can delete those objects from the repository. In order to delete a folder, the user must also have delete permission on all the resources and folders that the deleted folder contains because all the contents of the deleted folder are deleted as well.

Folders must be deleted one at a time, but multiple resources can be deleted together.

To delete a folder or resource, right-click the object and click Delete in the context menu that appears.

Reports and Dashboards

Viewing Reports and Dashboards

Only reports and dashboards support a viewing mode, which is equivalent to running them with current data. Any user with read permission can view (run) a report or dashboard. The report can be a JRXML report uploaded by an administrator or an Ad Hoc report saved in the repository.

To view a report or dashboard:

Right-click any part of the object’s description in the Repository panel and select Run from the context menu that appears:

For detailed procedures about running reports and dashboards, refer to the JasperReports Server User Guide.

Modifying Reports

Ad Hoc reports and dashboards are the only resources whose content can be modified by end users as well as administrators. All other resources, such as JRXML reports and Domains, can only be modified by administrators.

To modify a report:

See "Search Results with Sales By Month Report Selected for Editing" shows the Sales By Month report selected.

The Edit JasperReport window opens (See "Edit JasperReport Window with Sales By Month Report Selected for Editing").

The Controls & Resources dialog appears (See "Edit JasperReport Window with Controls & Resources Dialog").

For information on creating and editing reports, refer to JasperReports Server User Guide.

Modifying Dashboards

Ad Hoc reports and dashboards are the only resources whose content can be modified by end users as well as administrators.

For more information about creating and using dashboards, see JasperReports Server User Guide.

To modify a dashboard:

When you save the dashboard, it overwrites the original one.