File and folder properties

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1. Overview

The Properties dialog lets you:

  • View and edit the properties associated with a selected file or folder.
  • View the revision history of a file or roll back to a previous version.
  • View the references to and from this file (e.g., dependencies).
  • Review and set the security on the file or folder.

2. Launching the Properties dialog

To launch the Properties dialog, select a file or folder in the EXPLORE window. Right-click and select Properties from the menu.

Launching the Properties dialog for a data cube
Launching the Properties dialog for a data cube

3. Properties you can view and edit

The Properties dialog lets you view and edit the following properties of a file or folder in the EXPLORE window.

  • File Name - Rename the file or folder.
  • Description - Add your own descriptive text for this file or folder.
  • Tags - Add tag words to help categorize and organize your files

View and edit properties of a data cube
View and edit properties of a data cube

3.1. Using tags

To add a tag to a file, just type a word in the Tags box and press ENTER or SPACE. You can also use the auto-complete menu that appears as you type to select an existing tag in the system. You can remove a tag by clicking the (X) beside the tag.

Add tags to a dashboard
Add tags to a dashboard

Once you've added tags to a file, you can search for the file in the Explore window or the admin File Explorer by typing the exact tag in the search box. (This functionality is available in DBI 2.5.1 or later.)

4. Read-only properties

Scroll down in the Properties dialog to see various read-only properties of a file or folder:

  • ID
  • Location
  • Type
  • Sub Type
  • Created By
  • Created Time
  • Last Modified Time
  • Checked Out To

The ID property is needed when writing scripts that reference items such as a metric set or dashboard.

Read-only properties of a data cube
Read-only properties of a data cube

5. Revision history

Scroll all the way down in the Properties dialog, and then click Revision history.

The Revision History dialog lists all of the revisions or changes that happened to this file or folder. Each revision corresponds to a check in by a specific user, or an event such as the initial file creation.

Revision history
Revision history

5.1. Roll back to a previous revision

From the Revision History dialog, you can roll back the file to a previous revision by clicking the corresponding button in the Roll Back column. This is useful if, for example, you are not happy with recent changes made to a dashboard and you want to revert it to an earlier state.

Follow these steps in order to roll back a file to a previous revision:

  1. Check out the file (e.g., dashboard) that you want to roll back from the EXPLORE window.
  2. Open the Revision History for the file and click the Roll Back button corresponding to the revision you want to go back to.
  3. The current file will be updated with the contents of the chosen revision and then checked in automatically. This will create a new revision for the file.

New revision added corresponding to roll back
New revision added corresponding to roll back

6. References to and from the file

Scroll all the way down in the Properties dialog, and then click References to see a list of other items that reference (i.e., have a dependency on) the current file, and items that the current file itself references (i.e., references by this file).

References dialog for a data cube
References dialog for a data cube

6.1. Show Recursive References

By default, only direct references to and from the current file (e.g., data cube) are shown. If you want to see all references (including references to references), select the Show Recursive References option. For example, use this option to find out what data connectors are ultimately being used by a dashboard.

7. Security privileges on the file or folder

To set security privileges on the file or folder, scroll all the way down in the Properties dialog, and then click Security.

The Security dialog presents a list of users and groups. For each user or group, you can allow or deny various privileges (e.g., Read, Write, Delete).

When working with security privileges, it is important to keep in mind the following:

  • If both Allow and Deny checkboxes are selected, the privilege is not granted.
  • If neither Allow nor Deny checkboxes are selected, the privilege is not granted unless the privilege is implied by another privilege. Refer to the table below.
  • Full Control privilege to an object is automatically granted to the account that created that object.

7.1. List of security privileges

PrivilegeDescriptionRemarks
Delete The privilege to delete an entry.  
Execute The privilege to execute a file.  
Full Control The privilege to fully control an entry.

Full Control implies everything.

If this privilege is granted on a project, it automatically implies that the assignee of the privilege is a "project administrator" for that project. Project administrators implicitly have the Full Control privilege granted on anything contained in that project.

List Folder Contents The privilege to list all items in a folder. Read is implied by List Folder Contents.
Modify Folder The privilege to modify a folder's properties and create child items. Read is implied by Modify Folder.
Read The privilege to see an entry and its contents. Execute is implied by Read.
Write The privilege to update the contents of a file. Read is implied by Write.

7.2. Add a user or group to the list

In order to give file or folder privileges to a user or group, you must add them to the security list. If you don't see the user or group in the list, click Add.

Add a user or group to the security list
Add a user or group to the security list

7.3. Give file privileges to a user or group

Select a user or group in the security list, and then set the Allow or Deny privileges below.

Set file privileges for selected user
Set file privileges for selected user

Select the Inherit Privileges checkbox to inherit privileges from a parent file or folder.

8. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri