1. Report & Folder Management
Exago Support Lab:
Report & Folder Management
Technical Skills: 1

2. Agenda. (Disclaimer) What is Report & Folder Management?
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Agenda.
(Disclaimer)
What is Report & Folder Management?
Why should you use it?
Example code 2

3. Disclaimer Database storage will be the default come version 2018.2
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Disclaimer
Database storage will be the default come version
But you should not wait until then to use Folder Management 3

4. What is Folder Management?
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What is Folder Management?
Extensibility feature
Controls where report definitions are stored 4

5. Why? Architecture - store definitions in a database
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Why?
Architecture - store definitions in a database
Permissions - build in custom access rights
Backups - easy to backup
Extra Capabilities - soft deletes, revision history, sharing, etc. 5

6. How? Download Sample Code Setup Database Review & Build Code
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How?
Download Sample Code
Setup Database
Review & Build Code
Configure Exago 6

7. EXAGO INC.OVERVIEW
Download.
Support Site Downloads
Documentation 7

8. Database. Report Table Access Table Reports Report Permissions Folders
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Database.
Report Table
Access Table
Reports
Folders
Doc. Templates
Themes
Report Permissions 8

9. What else can this code do?
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What else can this code do?
Handle User Preferences
Right-Click Menu Action Event 9

10. EXAGO INC.OVERVIEW
Configure Exago
Set Report Path 10

11. Configure Exago (cont)
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Configure Exago (cont)
Parameters:
userId
companyId
companyKeyId
classId 11

12. Configure Exago (cont)
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Configure Exago (cont)
Web.Config
AppSettings.Config 12

13. What’s in v2018.2? Out of the box option GUID based IDs
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What’s in v2018.2?
Out of the box option
GUID based IDs
Support for custom fldr mgmt w/ IDs
Support for legacy fldr mgmt (less efficient)
Support localization of report/folder names 13

14. May’s Labs: 9th - Interactivity on Output
Vote on May 23rd’s Tech Topic
Parameters vs
Scheduler Recipients Window