Report & Folder Management

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Presentation transcript:

Report & Folder Management Exago Support Lab: Report & Folder Management Technical Skills: 04.18.18 1

Agenda. (Disclaimer) What is Report & Folder Management? EXAGO INC.OVERVIEW Agenda. (Disclaimer) What is Report & Folder Management? Why should you use it? Example code 2

Disclaimer Database storage will be the default come version 2019.2 EXAGO INC.OVERVIEW Disclaimer Database storage will be the default come version 2019.2 But you should not wait until then to use Folder Management 3

What is Folder Management? EXAGO INC.OVERVIEW What is Folder Management? Extensibility feature Controls where report definitions are stored 4

Why? Architecture - store definitions in a database EXAGO INC.OVERVIEW Why? Architecture - store definitions in a database Permissions - build in custom access rights Backups - easy to backup Extra Capabilities - soft deletes, revision history, sharing, etc. 5

How? Download Sample Code Setup Database Review & Build Code EXAGO INC.OVERVIEW How? Download Sample Code Setup Database Review & Build Code Configure Exago 6

EXAGO INC.OVERVIEW Download. Support Site Downloads Documentation 7

Database. Report Table Access Table Reports Report Permissions Folders EXAGO INC.OVERVIEW Database. Report Table Access Table Reports Folders Doc. Templates Themes Report Permissions 8

What else can this code do? EXAGO INC.OVERVIEW What else can this code do? Handle User Preferences Right-Click Menu Action Event 9

EXAGO INC.OVERVIEW Configure Exago Set Report Path 10

Configure Exago (cont) EXAGO INC.OVERVIEW Configure Exago (cont) Parameters: userId companyId companyKeyId classId 11

Configure Exago (cont) EXAGO INC.OVERVIEW Configure Exago (cont) Web.Config AppSettings.Config 12

What’s in v2018.2? Out of the box option GUID based IDs EXAGO INC.OVERVIEW What’s in v2018.2? Out of the box option GUID based IDs Support for custom fldr mgmt w/ IDs Support for legacy fldr mgmt (less efficient) Support localization of report/folder names 13

May’s Labs: 9th - Interactivity on Output Vote on May 23rd’s Tech Topic Parameters vs Scheduler Recipients Window