The Create Category Wizard is used to create new categories. Categories allow similar or related dashboards or reports to be grouped together in the Gallery view, making them easier for users to find. One category can include both dashboards and reports.
The process is the same for copying an existing category or creating a completely new category, except the options are pre-configured with the information from the category that was copied if you choose to copy an existing category. The pre-configured options for copied categories can be changed or edited to reflect the requirements of the new category, unless otherwise noted.
To create a new category:
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Launch the Create Category Wizard by clicking the Create new Category button on the Category Administration ribbon of the Unity Client:
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At the How would you like to create the category? dialog box:
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Click Create new Category to create a completely new data provider.
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Click Copy an existing Category to use an existing category as the template for a new category. The process is the same as creating a completely new category except the options are pre-configured with the information from the category that was copied. The pre-configured options can be changed or edited to reflect the requirements of the new category, unless otherwise noted.
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If you clicked Create new Category, the What would you like to name this category? page is displayed.
If you clicked Copy an existing Category, the Select the category to copy from page is displayed. You can search for a category to copy by typing the name of the category into the Search bar in this page. Select the category to copy, then click Next. The What would you like to name this category? page is displayed.
Note:When a category is copied, the options in the remaining pages are pre-configured with the information from the category that was copied. Unless otherwise noted, the pre-configured options can be changed or edited to reflect the requirements of the new category.
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Click Next. The Select items to add to this category page is displayed.
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To add dashboards or reports to the category, click Add. The Select Items page is displayed.
Tip:To show only previously selected item, select Only Show Selected Items at the bottom of the main pane. To find a specific item, type the first few letters of its name or its full name in the Find... field and the list is filtered accordingly.
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To select a dashboard or report, move the cursor over the row for that item and select the check box that is displayed.
To remove a dashboard or report, deselect the check box beside the name of the item.
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Click Next. The Who would you like to have access to this category? page is displayed.
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To grant access to a new user, click Add. The Select Users dialog box is displayed. Only users and users groups with access to Reporting Dashboards are listed.
Tip:To show only users, select Specific User from the drop-down list, and to show only user groups, select User Group from the drop-down list. To find a specific user or user group, type the first few letters of the name or the full name in the Find... field and the list is filtered accordingly. To show only previously selected users, select Only Show Selected Items at the bottom of the main pane.
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To select a user, move the cursor over that user's row and select the check box that is displayed.
To remove a user's access, deselect the check box beside the user's name.
Note:The owner is the user who created the category. Access cannot be changed for the owner.