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

2. 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

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

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

5. 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

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

7. EXAGO INC.OVERVIEW
Download.
Support Site Downloads
Documentation 7

8. 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

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

10. EXAGO INC.OVERVIEW
Configure Exago
Set Report Path 10

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

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

13. 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

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