CROA - Sharing content objects with recipients
Sharing content objects with recipients
Sending a content object or an instance to adestination
You can send an object or instance to a destination, without running the object to create new instances or refreshing data for a report instance.
You can send instances with a status of Success or Failed. (Instances with a status of Recurring or Pending are scheduled but do not contain data.) You can send a copy of or a shortcut to the object or instance, and you can select the destination–for example, an FTP server or a BI Inbox. (Not all types of objects can be sent to all destinations.) If you are viewing an object or an instance on a tab, you can send the object or instance from that tab.
1. On the Documents tab, locate the object or the instance to send.
2. Select the object or instance:
— To send an object, right-click the object and select Send, click a destination location, and set the destination options.
— To send an instance, select the object that contains the instance, right-click the object and select History, select one or more instances in the History dialog box, and click Send.
Press SHIFT + click or CTRL + click to select multiple objects.
3. Click Send.
Creating an OpenDocument link to a content object
OpenDocument links provide a direct link to a content object so that recipients do not need to navigate folders or categories.
When a recipient clicks an OpenDocument link in a browser, the BI launch pad logon dialog box appears. After the recipient enters valid logon credentials, the document opens.
1. On the Documents tab, right-click the document to send and select Document Link.
An OpenDocument link is generated, and the Document Link dialog box appears. The link that you created appears in the Link box.
2. Copy the OpenDocument link, and click OK to close the Document Link dialog box. Paste the copied OpenDocument link in an email message to send to recipients.
Creating a URL link to a public folder or a category
URL links provide a direct link to a public folder or a category in the BI launch pad. (URL links are not available for the My Favorites folder because it is a private folder.)
Recipients must have access rights to a folder or category in order to open its URL link.
When a recipient opens a URL link in a browser, the BI launch pad logon dialog box appears. After entering valid logon credentials, the recipient is directed to the folder or category. If the Folders or Categories drawer is not available in the navigation list, the recipient does not have access rights to the drawer. By default, a URL link to either drawer will go to My Favorites in the My Documents drawer. When a URL link goes to Public Folders in the Folders drawer or to Corporate Categories in the Categories drawer, the recipient does not have access rights to a specific folder or category. In both cases, recipients should contact a system administrator. When a URL link to a folder in Public Folders is created but the recipient doesn’t have access rights to Public Folders, an notification dialog box appears, and the URL link defaults to the My Favorites folder.
1. On the Documents tab, expand the Folders or Categories drawer, and locate the folder or category to create a URL link for.
2. Right-click the folder or category and select Folder Link.
A URL link is generated for the folder or category, and the Folder Link dialog box appears. The URL link that you created appears in the Link box.
3. Copy the URL link, and click OK to close the dialog box.
4. You can share the copied URL link with recipients.