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Chapter 3 TeamSpace
3. TeamSpace
TeamSpaces allow you to use reports and evaluations together with your colleagues. Similar to a network drive, you can store the objects you use here according to your requirements or make them available to others. Simple, role-based user administration allows you to organize your team yourself.
3.1 Roles
Users in TeamSpace have one of the following roles:
| Guest | Have read access to all objects in the TeamSpace, but cannot make any changes to the structure or objects. |
| Users | Have full access to all TeamSpace objects, but cannot edit the configuration of the TeamSpace (e.g. member administration). You can create new variants, but not import objects. |
| Manager | Have all the rights of the normal user, but can also import report objects and manage the members of the TeamSpace. |
| Administrator | In addition to the rights of the manager, has the option of editing the name and description of the TeamSpace or deleting the TeamSpace completely. However, this right is only available if the user also has the generic delete right for TeamSpaces (see rights management administration manual). |
Please note that the assigned roles have no influence on which data can actually be viewed by a user. This is controlled centrally by the system administration. As a result, you may see a report in TeamSpace but not be able to execute it.
3.2 Working in TeamSpace
Each user can be a member of several TeamSpaces. The active TeamSpace is selected via the list on the right-hand side of the TeamSpace bar.
| Menu contains context-dependent functions that can change depending on the selected object. | |
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The green double arrow updates the content area. |
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The green single arrow allows you to switch to the parent folder. |
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The folder function allows you to switch to a selected higher-level folder. |
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This icon creates a new folder within the current folder. |
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IMPORT Enables the import of report objects into the TeamSpace. |
The view in TeamSpace is based on that of a file manager, as you know it from Microsoft Windows, for example. On the left-hand side, you will find the Explorer, which is collapsed by default and allows you to quickly switch between different folders.
The currently open folder is displayed in the content area. You can use the view buttons to control the level of detail or the arrangement of the content area. The toolbar of the content area contains buttons for the following functions.
Detailed information on the selected object is displayed in the right-hand area. You can switch between different pages using the tabs.
You can use drag-and-drop to move objects to other folders, both in the content area and in the Explorer.
Right-click on an object to open the context menu. Here you have the option of renaming the object or removing it from the TeamSpace. For report objects, you also have the option of exporting the report directly in the desired format using the Execute option.
3.3 Objects in TeamSpace
The following icons represent the different object types that can occur in TeamSpace. The icons for report objects can also be displayed with an overlaid chain, which indicates a report reference. Further information on report references can be found in the Import report section.
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A folder. Folders structure the various object types in TeamSpace. |  |
Executed reports saved in TeamSpace are displayed with the icon associated with the respective file type. Further information on saving executed reports in TeamSpace can be found in the Scheduling chapter. |
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A graphical report. This can be a Birt, Crystal or Jasper report, for example. |  |
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A dynamic list. |  |
3.4 Configuration
You can access the TeamSpace settings via the Administration button. Here you can edit the name and description of the TeamSpace and define the members and their roles. If you have the appropriate authorizations, you will also find the options for deleting the active TeamSpace or creating new TeamSpaces in the administration menu.
3.5. Default TeamSpace
You can find the setting for which TeamSpace is automatically loaded at startup in your user profile. You can access the user profile by clicking on your name in the module bar.
3.6. Importing Reports
If you have the role of a manager or administrator in a TeamSpace, you can import any report or variant that you have access to. Reports and variants within a TeamSpace are in principle always visible to all users of a TeamSpace---whether the report can be executed, however, depends on the specific rights of the individual user. The Import Report dialog box offers you all report objects to which you have access for selection. In addition to the reports from your TeamSpaces, these can also be objects from a global catalog.
There are two basic types of object import into a TeamSpace:
Import as a copy: Here, the original object is duplicated and an independent report object is created in the target TeamSpace. In this case, changes to the original object have no effect on your copy.
Import as reference: An object imported as a reference is not duplicated during import. Instead, a reference to the imported object is created. Changes to the original object always affect your reference. You cannot make any changes directly to the reference. However, variants derived from the reference can be saved under a new name and are then independent of the original object.
Changes to a referenced object therefore affect all references equally. If you delete a reference, only the reference is removed. As long as other references exist, the actual report object is retained.
The import from the catalog always takes place as a reference.