In addition to controlling access to the Analytics menu
item and the Analysis tabs for object types
(campaigns and offers, for example), you can configure permissions
for groups of reports that are based on the folder structure in which
they are physically stored on the IBM®
Cognos® system.
Before you begin
Before you run Sync Report Folder Permissions, you must ensure
that the following conditions exist:
- Reporting is enabled.
- The Cognos server where
reports are configured is up and running.
Procedure
Complete the following steps to configure report folder
permissions:
- Log in as a Campaign administrator
who has the ReportSystem role.
-
Select Settings > Sync report folder Permissions.
The system retrieves the names of the folders that are located on the IBM
Cognos system, for all partitions. (This means that if you
decide to configure folder permissions for any partition, you must configure it for all of them.)
-
Select Settings > User roles and permissions > Campaign.
- Under the Campaign node, select
the first partition.
-
Select Add roles and assign permissions.
-
Select Save and edit permissions.
- On the Permissions form, expand
Reports.
The Reports entry does not exist until after you run the Sync report folder
permissions option for the first time.
-
Grant permission for Performance reports to the appropriate role.
- Configure the access settings for the report folders appropriately
and then save your changes.
- Repeat steps 4 through 8 for each partition.