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How to Customize a Repository Object

As a Report Administrator, you want to customize repository objects. For example, you want to customize the views of the reports that reside in a repository. You also want to customize the actions that you can perform on the repository objects.

The following diagram shows you how to customize repository objects:

Diagram that shows how to customize a repository object.

  1. Customize the filter options.
  2. Customize the report actions.
  3. Customize the layouts.

Customize the Filter Options

The Filter Options panel lets you select filters that apply to the selected repository. For example, you can limit the maximum number of days that a user can search.

Follow these steps:

  1. Select any of the following date filters and click Update:
    Default relative date filter setting

    Sets the number of days that appear by default in the report search filter for this repository.

    For example, if you specify 3650 days, when you go to the Advanced Search and click on this Repository, the default search criteria listed shows 3650 in the days ago column.

    Default: 9999 days

    Note: End users can override this setting by updating the Default Filter Settings in the Configuration tab.

    Date filter warning threshold

    Displays a warning message if the date you entered for the report search specifies a range that is too large. A very large date range can cause slow response times. This setting only warns the users if the searches are likely to cause slow response times, but you can limit the user with the maximum date filter range setting.

    Default: 0 days; meaning no warning threshold.

    Note: This setting applies to both the Days ago filter, and the Date range filter. If the System Administrator sets a limit of 300 days, users will get warned if they use a number larger than 300 in the Days ago field, or if the dates in the date range are more than 300 days apart.

    Maximum date filter range

    Sets an upper limit on the number of days that a user can search at one time from the advanced search panel. The same value applies to the Cross-Report Index searches. If a user tries to search for larger number of days' worth of reports or cross-report indexes, a message displays that indicates a search for that many days cannot be performed.

    This setting applies to both the days ago filter, and the date range filter. If the Systems Administrator sets a limit of 365 days, the user will not be allowed a number larger than 365 in the days ago field, and the dates in the date range cannot be more than 365 days apart.

    Default: 10000 days

  2. Select a wildcard user restriction from the name filters to control whether your users can insert leading asterisks in searches, and click Update:
    None

    Let the user specify a leading asterisk in searches.

    Warn on leading asterisk

    Sends the user a warning when using a leading asterisk.

    Disallow on leading asterisk

    Does not let the user specify leading asterisks to search for terms.

    Note: These leading asterisk options apply to the Report ID criteria in the advanced search Report List and Cross-Report list.

  3. (Optional) Select to enable or disable Display Mode and DistID (CA View only):
    Enable

    Let users search for reports associated with any mode and distribution ID that they choose.

    Disable

    Limits the search for only reports within the current Mode and Distribution ID of the user, determined by the current setting within that CA View repository.

    Notes:

  4. (Optional) Enable index value filter rules to reduce the search time for certain common index searches. These rules help users avoid certain types of searches that would take longer; and these rules can help set up similar, faster searches that also return the desired results.

    Note: The rule applies only to a specific index that was created for this Repository.

  5. Consider the following information about these rules:

Customize the Report Actions

The Report Options panel lets you set properties and actions that involve accessing or viewing a report:

Follow these steps:

  1. Select one of the following Transform AFP Report options and click Update:
    Keep as AFP

    Sends all AFP reports directly to the end-user computer in AFP format.

    Convert to PDF

    Converts all AFP reports to PDF reports before it sends to the end-user computer.

    User Choice (AFP or PDF)

    Let the user determine whether APF reports convert to PDF reports using the setting on their user configuration tab.

  2. Set up offline report access.

    Notes:

    Disable recall of off-line reports

    Select this option if the repository does not support recall through DRAS or you want to disable recall by CA OM Web Viewer users.

    Recall reports from off-line media

    If supported, you can request the recall of offline reports.

    Note: Recall only works with a CA Dispatch or CA View system that has recall automation implemented.

    View reports from off-line media without recall

    If supported, and you have EAS or Centera access enabled through CA View, you can view offline reports without recalling them.

  3. (CA View only) Enable or disable comment updates and click Update.

    With this option, selected users with a role type of Advanced User or higher can edit the report comment in this repository. The CA View® repository must have compatible settings.

    Without this option, no users can edit a report comment in this repository. The CA View® repository does not have to have this option disabled, in order to disable it through this repository in CA OM Web Viewer.

  4. (CA View only) Enable or disable annotations.

    If enabled, Basic User type roles can view notes, and higher level role types can perform further actions, depending on the granular settings.

  5. Set Specific Annotation Permissions.

    These options control the default type of new notes, and can also limit a user to being able to create only public or private notes:

    Default to public

    Create public or private annotations and set public as the default.

    Default to private

    Create public or private annotations and set private as the default.

    Public only

    Create public annotations and set the default option for a new annotation to public.

    Private only

    Create private annotations and set the default option for a new annotation to private.

  6. Set permissions for users to delete annotations.
  7. Set permissions for updating notes and creating bookmarks.

    Note: Regardless of these settings, only users with a Role type of Advanced User, Group Administrator, or Systems Administrator are able to add bookmarks, because basic users do not have access to bookmarks.

  8. Set permissions for upload permissions and distributed file uploads. If your site has CA Spool LPD interface installed on the mainframe, you can give users permission to upload files such as PDF, XLS, and so on to the mainframe. You must have an SAR type LPD queue setup which refers to the repository to which you want to upload files.

    Note: For more information, see the CA Spool System Guide.

    From CA OM Web Viewer, you must define which text file queue, and non-text file queue is setup for the CA View, CA Dispatch, or CA Bundl system of this repository object. If you decide to allow file upload, and set it up, all users except Basic User role users see a File Upload toolbar on their report list panel. Since this Repository object refers to a particular CA View, CA Dispatch, or CA Bundl system, the queue chosen here should probably refer to the file printer queue for that same system.

    Server Name or IP

    Specifies the name of the LPD Server.

    TCP/IP Port

    Specifies the LPD Server port number, usually 515.

    Text File Printer Queue Name

    Specifies the name of the LPD Text File Printer Queue that is associated with a CA View®, CA Dispatch™, and CA Bundl® repository. You use this queue for all text reports.

    Important! The System Administrator must select the correct queue. If the queue points to another system, users can get confused as to where their uploaded files were sent, since their files are in a different repository than the one they were working with when the files were uploaded.

    Non-Text File Printer Queue Name

    Specifies the name of the LPD Non-Text File Printer Queue that is associated with a CA View®, CA Dispatch™, and CA Bundl® repository. You use this queue for all non-text reports.

    Important! The System Administrator must select the correct queue. If the queue points to another system, users can get confused as to where their uploaded files were sent, since their files are in a different repository than the one they were working with when the files were uploaded.

Customize the Layouts

Design the way that you want to display report information. You can customize the layouts of the Favorites and Report lists, and selected report sort columns.

Follow these steps:

  1. Set the Report List Layout for the default report list, and click Update.

    For example, you want to add attribute columns to the Selected Reports Columns in the Report List layout.

    Note: Changing these settings affects the Report List and the Cross-Report Indexes list under the Advanced Search tab. The Favorite List Layout affects only the Favorites subtab under the Advanced Search tab.

  2. Set the Favorite List Layout for the Favorites List, and click Update.

    For example, you want to change the attribute columns that users see by default and the default order of the columns.

  3. Select a column to define the default sort-by column, for each list.

You have successfully customized a repository object.

Notes: