File and folder properties
- Launching the Properties dialog
- Properties you can view and edit
- Read-only properties
- Revision history
- References to and from the file
- Security privileges on the file or folder
- See also
The Properties dialog lets you view and edit the properties associated with a selected file or folder. You can view the references to and from this file, modify the security settings for the file, and roll back to a previous version in the revision history.
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.
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.
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.
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:
- 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.
5. Revision history
Revision history is the version control mechanism built-in to Dundas BI. 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 account, or an event such as the initial file creation.
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:
- Check out the file (e.g., dashboard) that you want to roll back from the EXPLORE window.
- Open the Revision History for the file and click the Roll Back button corresponding to the revision you want to go back to.
- 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.
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).
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 accounts and groups. For each account or group, you can allow or deny various privileges (e.g., Read, Write, Delete).
7.1. List of security privileges
|Delete||The privilege to delete a file.|
|Execute||The privilege to execute a file.||
This privilege has to be granted on anything that acts as a data source:
For example: To use a metric set, the underlying data cube, data connector, and tables must have at least an Execute privilege.
A manual select ignores the privileges on the native structure of a data connector (tables, views, etc.).
|Full Control||The privilege to fully control a file.||
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 a file 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 an account or group to the list
In order to give file or folder privileges to an account or group, you must add them to the security list. If you don't see the account or group in the list, click Add.
7.3. Give file privileges to an account or group
Select an account or group in the security list, and then set the Allow or Deny privileges below.
Select the Inherit Privileges checkbox to inherit privileges from a parent file or folder.