Configuring a Report Template

A report template may be configured with or without database security. This topic describes configuring with database security. To configure without database security, go to Configuring a Report Template without database security.

Configuration Steps

The next step in the report publishing process is to use the proCube Publisher Configuration tool to set up a spreadsheet template that specifies:

  • The dimension members whose associated fact data should appear in the reports.
  • The recipients of the reports.
  • The formats of the reports.
  • How users will receive the reports (i.e., as an e-mail attachment, hardcopy, or as an e-mail with a link to a report posted on a server).
  • Who should receive e-mail notifications indicating that the reports have been sent out and to whom they have been sent. Notifications, for example, can be used to alert others that they can schedule a meeting with recipients to discuss the report.

Security and Report Generation

One of the powerful features of proCube Publisher is its ability to apply the database security privileges defined in proCube to the reports it generates. This feature makes it easy for you to automate the generation of secure—and even customized—reports for many recipients. Using Publisher, you simply set up a single report template with appropriate security applied, and Publisher automatically generates and launches the reports according to the schedule you determine.

Before you select a security context for a report, it is important to understand the differences between 1) sending recipients a stand-alone spreadsheet containing real data versus 2) sending recipients a report template that allows them to connect to proCube and populate their spreadsheet with data based on their security privileges.

Sending Report Templates (proCube Users)

During the report configuration process, you have the option to leave proCube functions in a report. If you select this option, you are actually sending proCube users a report template that they can then link to proCube (by clicking F9), populate with data based on their unique security context, and take advantage of proCube functionalities. Note that sending a report template (i.e., with proCube functions included) to a non-proCube user can be a problem; while they can view data when they first open the report (based on the security context selected for the report), but if they click F9, they may lose all data.

Sending Stand-Alone Spreadsheets (non-proCube Users)

If you do not select this option, then you are by default creating a stand-alone spreadsheet that contains real data based on the security context selected for the report. When sending reports to non-proCube users, it is highly recommended that you send them as stand-alone spreadsheets because if you send a report template (i.e., with proCube functions) and the recipients click F9, they may lose all data.

If you send non-proCube users a report template (i.e., a report with proCube functions included), then they may lose all data if they click F9. Specifically, if you create an Excel worksheet using OLAPReadWrite, they will lose all data when they click F9. If the worksheet was created using OLAPTable or OLAPPivot, data will not be lost if F9 is clicked.

Selecting Security Contexts

During the template configuration process, you must select a specific user’s “security context” to apply to each report output set. A “security context” refers to the database security privileges defined in proCube for a single proCube user.

When you select a user’s name in the proCube database as the “security context” for a report set, you are, by default, applying that user’s security privileges to the report set. (For example, if you select “Brian Oberfield” as the security context for a report output set, then all of the reports in the output set will contain data based on Brian Oberfield’s security privileges. (In other words, the report recipients will be able to see the data for which Brian Oberfield has access—even if their unique security privileges are more restrictive than Brian’s.)

If you send reports to proCube users who have very limited security privileges, you run the risk of sending reports with little, if any, actual data in that the recipient can access in proCube. To avoid sending such reports, carefully consider the security privileges of your recipients.

Security Selection Options

There are several ways you can select the security context for a report output set. Assuming that there are three users (A, B, and C), you have the option to:

Generate reports for non-proCube users two ways:

  • Selecting the security context of user A (proCube user) to create reports for users B and C (non-proCube users and not listed in database security). Users B and C will receive reports with data appropriate for user A’s security level.
  • As a proCube user, adding non-proCube users B and C to the database security, and then selecting their unique security contexts in the Publisher configuration tool to generate custom reports for each user.Users B and C will receive custom reports that allow them to see only the information allowed for their respective database security access levels. If users B and C have different security contexts, they may receive different reports.

Generate reports for proCube users two ways:

  • Selecting the security context of user A to create reports for users B and C, who are proCube users. In this instance, when users first open the report template, they have access to data based on user A’s security context. If user B or C clicks F9, the spreadsheet populates with data based on their security context.
  • Since users B and C are proCube users and already have their own database security levels defined in proCube, you can select their individual security contexts during the report configuration process and generate custom reports for each user. In this instance, when users open the report template, the spreadsheet populates with data based on their security context. Users B and C will receive custom reports that allow them to see only the information allowed for their unique database security access level. If users B and C have different security contexts, they may receive different reports.

If you are sending custom reports to recipients with proCube running on their desktops, consider selecting a security context that will ensure tight security. These recipients receive a report template and can click F9to connect with proCube and populate their template with data based on their unique security context. This approach helps to ensure that data does not inadvertently fall into the wrong hands if a report is forwarded through e-mail.

Adding recipients and e-mail addresses to database security

To take advantage of Publisher’s flexible security options, you need to add all report recipient names to the proCube database security—even if they are not proCube users—prior to generating reports in Publisher. For detailed instructions on how to add new users to a secure database, refer to proCube's online help.

Adding e-mail addresses to database security

For your report recipients to automatically generate in the Publisher Configuration tool, the e-mail address of each recipient needs to be added to the database security. If you do not add a recipient e-mail address to the database security, you will need to manually enter it each time you send a report.

In our example database, the e-mail addresses for our seven report recipients have already been added to the database. However, in most cases, your database security will not include e-mail addresses.

To add an e-mail address to a user’s database security context:

  1. Start proCube, and open the database from which your workbook or spreadsheet is generated. Log on as “Administrator” and use “Administrator” as the password.
  2. From the Model ribbon, click Users & Groups. A dialog containing your database user names opens.
  1. To modify a user’s profile by adding an e-mail address, select a user name.
  2. Click Modify to open that user in a separate dialog.
  1. In the Description text box, insert the recipient’s e-mail address between the following tags: <email>recipient E-mail address</mail>. For example, <mail>Boberfield@acmetrading.com</mail>.
  2. In the Password and Verify text boxes, enter the user password and click OK to return to the Users & Groups dialog.
  3. Add e-mail addresses for each recipient of your reports.

Apply the <mail></mail> tags correctly to each e-mail address in order to have the addresses automatically populate in Publisher. If you make a typo or add an extra space, the address will not populate in Publisher.

  1. When you have finished adding addresses, from the Users & Groups dialog, click OK.
  2. Close the database and exit proCube.

Generating Reports with Non-Secure Databases

If a database does not have security, then the spreadsheets and reports generated from that database have no security. In this case, when you configure the report template, Publisher automatically assigns a “Default User” level of security that is equivalent to no security. As a result, all recipients of the reports will have complete access to the data in the reports.

Configuring a new report template (with database security)

Here you will create a new report template using the markup you created in Creating a Report markup. The database from which our example spreadsheet was created is a secure database. As a result, during the report configuration process, you will be able to select security contexts based on particular proCube users listed in database security.

To create a new report template (with database security):

  1. From your Windows Start menu, select Start, Programs, proCube Publisher, proCube Publisher Configuration. The Report Configuration dialog opens and has two tabs:
  • Create New Report: allows you to design a report template based on existing markups.
  • Edit Existing Report: allows you to edit an existing report template
  1. To create a new report, click the Create New Report tab, as shown in the following figure.  A list of existing markups displays in the Report Configuration text box.
  2. Select the markup you want to use.  In our example, select the markup called P&L Markup, as shown here:

Figure 1.    Report Configuration - Create New Report

  1. Click Next. The Member Selection dialog opens providing a summary of the dimensions you selected in your markup, as well as the default loop members, All().  In the following figure, our dimensions are Version, Year, and Region, and the loop members for each are All().

Figure 2.    Member Selection

Selecting Dimension Members

By default, Publisher selects all members of the dimensions in the markup as loop members. When All() is selected, all associated data for all dimension members will appear in the report. To simplify our scenario, we will retain the default selections of All() for all dimensions.

However, in many cases, you will want to specify specific members (or groups of members) to loop through in each dimension; your selections allow you to control the specific data that will appear in your reports. The members you select are stored in the template you are configuring.

To select members within a dimension:

  1. From the Member Selection dialog, select the Edit button of a dimension to edit it.
  2. The Select Members dialog opens. Publisher provides multiple ways to select members or groups of members to include in your report.

Figure 3.    Select Members Dialog

  1. Select one of the options for selecting members. These options are described in the following table.

Member Selection Option

Option Defined

Static List

Allows you to manually select specific members whose data will be included in the report. Go to Static List for more information.

All (default)

Selects all members in the dimension. All() is the program default. After choosing this selection, click the Donebutton. 

Detail Members

Allows you to select all non-aggregate members. After choosing Detail Members click the Done button.

Aggregate Members

Allows you to select all aggregate members. Select Aggregate Members and then click Done. If you select this option, but do not have aggregate members in the dimension, an error will result and the report will not be sent.

*Children of Member

Enables you to select a specific member and the children of that member. Go to Selecting Children of Members for more information.

*Saved Subset

Allows you to select subsets previously created in proCube. Go to Selecting Members from Saved Subsets for more information.

*Members at Level

Enables you to select all members at a specific level in the hierarchy of the dimension. Go to Select All Members at Specific Hierarchy Level for more information.

*Note that some options bring you to a second dialog that requires explanation. Those options are described in detail in the following topics.

Selecting from a Static Member List

To choose members using a static list:

  1. From Select Members, select Static Member List and click Next.
  2. Expand the dimension hierarchy to see specific members.
  3. Select individual members in the list, clicking the Add button for every member you select. (In this example, we selected USA and Canada in the Region dimension.)
  4. When you are finished, click Done.
  5. To remove members from the list, highlight the member on the right of the dialog and click Remove.
  6. When you are finished, click Done or click Cancel to return to the Select Members window.

Figure 4.    Static Member List Dialog

Selecting Children of Members

To select children of members:

  1. Select Children of Member and click Next.
  2. Expand the hierarchies (as shown below) to reveal all members in the hierarchies, and select the aggregate whose children should be included in your report. (In this example, we selected North America as our parent, and data for North America, USA, Canada, and Mexico will appear in the report.) You can only select one aggregate member for your report.
  3. When you are finished, click Done.

Figure 5.    Children of Member Dialog

Selecting Members from Saved Subsets

To select members form saved subsets:

  1. To select a saved subset previously created in proCube, select Saved Subset from the Select Members dialog and click Next.
  2. A new dialog appears with a list of available subsets - select the subset you want and click Done.

Figure 6.    Saved Subset Dialog

If there are no subsets in the dimension you are looping through (i.e., the text box in the Subset list box is empty), click Back to select a new member.

Select All Members at Specific Hierarchy Level

  1. To select all members at a specific hierarchy level in a dimension, choose Select Members at Level from the Select Members dialog. 
  2. You will see a Level Selection scroll box appear in the bottom-right portion of the dialog. Find and select the desired hierarchy level, and then click Done.

Figure 7.    Select Members at Level

  1. Select a hierarchy level that actually exists in the dimension. The Level Selection dialog allows you to select from 1 to 10 hierarchy levels, regardless of the number of levels in your dimensions.

If you are not sure how many levels are in the dimension, go back to proCube and verify the levels in the hierarchy before making this selection. If you select a level that does not appear in your spreadsheet, Publisher will not detect the error, and you will be allowed to continue through the entire configuration process. You will not receive an error message during the configuration process or launch process, but no reports will be sent either. However, Publisher will generate an error in your xml (“log” file) after you launch.

Member Selection Summary

Clicking Done after any member selection brings you back to the Member Selection dialog, which includes a list of all the dimensions and members you selected. Each Member Selection option is coded in the Report Configuration Summary in a unique way, as indicated in the following table.

Member Selection Options

Report Summary Page

Static List

LIST

ALL

ALL()

Detail Member

Details()

Aggregate Member

Aggregates ()

Child of Member

Children(name of selected member in parentheses)

Saved Subset

Subset(name of selected subset in parentheses)

Members at Level

Level(level # in parentheses)

Selecting a Security Context and Add Output Sets

After you select the members for a dimension, clicking Done automatically returns you to the Member Selection dialog. From here, you can move to the next step in the report configuration process: selecting a security context and adding output sets. An output set is a set of parameters that you define to specify a particular output for one or more recipients.

Recall that in our example, we have selected the default, (All), for the three dimensions in our markup. These selections are shown in the Member Selection dialog.

Selecting a report's security context

To select a security context and add output sets:

  1. Click Next on the Member Selection dialog:

Figure 8.    Member Selection Dialog

  1. The Context and Output Summary dialog appears, as shown below. Note that the table, which lists security contexts and outputs, is empty because no output sets have been specified yet.

Figure 9.    Context and Output Summary Dialog

  1. To add a report output set (i.e., a report to distribute to one or more recipients), click Add Output Set. The Security and Preferences dialog opens.

The User Security Context drop-down menu contains the users listed in the secure database. (Recall that proCube Publisher is linked to the proCube database security defined in proCube.)

Figure 10.           Security and Preferences Dialog

  1. When you select a user name from the drop-down menu under User Security Context, you are choosing to apply that user’s unique security context to all of the reports in that particular output set. If, for example, you select Frank Gordon – COO as the security context for an output set, then recipients for that output set will receive reports containing data based on Frank Gordon’s security level.

Recall that in our example, we want to send:

  • Reports to all C-level executives: Because they all have the exact same database security privileges, there is no need to create custom reports for each person; we can simply generate one output set based on one recipient’s security context and send it to all three C-level recipients. Because these recipients have proCube on their desktops, we can include proCube functions in the report and send a report template.
  • Custom reports to each Regional VP (RVP): Because the RVPs all have different database security privileges so that they can only view P&L data for their region, we must create custom reports for each RVP recipient; we simply create custom output sets for each person based on their individual security context. Because these recipients do not have proCube on their desktops, we should not include proCube functions in their report. Rather, we should send a stand-alone spreadsheet with actual data.
  1. Since you are the CFO sending the report to the C-level executives, and you all share the same security privileges, select the name Elissa Miller – CFO as the security context for this output set. All reports in the output set will contain data based on Elissa Miller’s security privileges:

Selecting report preferences

After you select the security context for an output set, you can specify report preferences. Select output preferences by checking or unchecking the two checkboxes at the top of the dialog, as shown above. Report preference options include the following:

Leave proCube functions in generated files:

Select: For sending reports to proCube users) Checking this box leaves proCube functions in the reports generated so that proCube users can open the report (if sent as an .xls file) in proCube, click F9, and manipulate data using proCube functions. (If you send a report with proCube functions included to recipients that do not have proCube on their computer, they will receive a spreadsheet with data, but if they clickF9 to calculate, they may lose all data. Recipients must have proCube on their desktops to view the data.

Deselect: For sending reports to non-proCube users) Leaving this box unchecked means that proCube functions are not included in the report. As a result, users of proCube can open the report and view data, but they cannot connect the report to proCube. Non-proCube users, however, will be able to view all data based on the security level selected when configuring the report.

Output all sheets as a single workbook:

  • Checking this box outputs all spreadsheets, or reports, as a single workbook with many sheets.
  • Leaving this box unchecked means that every sheet, or report, is generated as a separate .xls workbook.

In our example, we are selecting report preferences for the C-level reports. Make the following report preference selections:

  1. Check the box for Leave proCube functions in generated files. Recall that our C-level executives have access to proCube, and as a result, they can link the reports you send directly to proCube and take advantage of proCube functionalities.
  2. Check the box for Output all sheets as a single workbook.
  3. To continue, click the Add Output button on the Security and Preferences dialog.

Adding an Output and Destination

  1. Click Add Output to open the Output and Destination dialog.

Figure 11.           Format and Destination Dialog

When you have a secure database with user e-mail addresses added to it (as in our example), the e-mail to Address text box is automatically populated with the e-mail address of the user selected as the security context for the report.

  1. From this dialog, you select the desired output format for your report (e.g., send an Excel Workbook) and desired publication type (e.g., send via e-mail). Using the drop-down list, select from the following output and publication type choices:
  • Output Format: Excel workbook, HTML dialog, or hardcopy
  • Publication Type: E-mail, server (i.e., post on server), or printer

The default publication type is Excel spreadsheet and the default output format is e-mail.

The following table summarizes all Output Format and Publication Type combinations and lists the type of report each combination generates:

Output Format

Publication Type

Report Generated

Excel Workbook

Printer

Sends hardcopy to printer

Excel Workbook

e-mail

Sends .xls file as e-mail attachment (Default)

Hardcopy

Server

Sends .xls file to server

Hardcopy

e-mail

Sends .xls to e-mail

HTML Page

e-mail

Sends html dialog as e-mail attachment. (When selecting report options, send sheets as separate workbooks, not as a single workbook.)

HTML Page

Printer

Sends hardcopy to printer

HTML Page

Server

Sends html file to server

Excel Workbook

Server

Sends xls file to server

Hardcopy

Printer

Sends hardcopy to printer

Depending upon the Publication Type you select, the screens that follow may vary. For example, selecting Server as the Publication Type results in a dialog that asks you for the output directory and server address.

If you select “server” as your publication type, then your Publisher user account must have access to the server and the directory structure you specify during the report configuration process. The proCube Publisher user account is set up during the installation. Also, if you are not accessing the files through a web service or other external source , enter the same values for Output Format and Publication Type.

The most frequently used permutations of Output Format-and-Publication Types are discussed here.

Select Excel workbook and e-mail (default)

To send recipients an Excel workbook via e-mail:

  1. Select Excel Workbook as the Output Format and e-mail as the Publication type as shown in the Format and Destination Dialog.

Notice that in the e-mail To Address text box, the e-mail address for Elissa Miller – CFO already appears. This is because we added Elissa’s e-mail address to the database security prior to using Publisher. If the desired e-mail address does not automatically appear in the e-mail To Address text box, then type in the desired e-mail address.

You can add only one e-mail recipient. Additional recipients must be added as CC’s. You can add an unlimited number of e-mail addresses to the Add CC field.

  1. Next, add the e-mail addresses of the other recipients for this “C-level” output set: Frank Gordon – COO and John Albanese – CEO. Enter multiple addresses one at a time in the text box above the Add CC button, clicking the Add CC button each time you enter another recipient.
  2. As you add and click the Add CC button, the CC e-mail addresses will display in the CC Address box:

Figure 12.           Format and Destination Dialog - Adding CC Addresses

  1. Now enter your own e-mail address in the Add CC text box and click Add CC. Sending yourself an e-mail will allow you to see what the reports actually look like.

If you have a report with a secure database, and you CC in report recipients who do not have database access to the data in the report, you will receive the following message pop-up and warning: “Adding additional e-mail recipients will allow you to send secure data to those who may not otherwise have permissions to it”. To continue, click OK, and carefully make your CC selections to avoid sending sensitive information to inappropriate audiences.

  1. When you are finished adding CCs for recipients, you have two options:
  • Click Done , which completes the steps for adding an output set. You are then returned to the Security and Preferences dialog.
  • Select Generate Notification of Distribution so that you can send e-mails to people who need to know when the report has been sent and to whom the report has been sent.

For example, in our scenario, the CEO and COO may be working with an outside consulting firm. They may want a consultant at the firm to know when monthly P&L reports have been sent so that they can schedule a meeting to discuss them. To inform the consulting firm that P&L reports have been sent, you would generate a notification of distribution for them:

To generate a notification of distribution:

  1. Select Generate Notification of Distribution.
  2. Click Next top open the Notification dialog.

Figure 13.           Notification Dialog

  1. In the Notification dialog, enter an e-mail address (and if needed, add CCs for each additional person you want to send a notification to.) For the purposes of our scenario, add your own e-mail address so that you can see what a notification looks like.
  2. Click Done to return to the Security and Preferences dialog:

Figure 14.           Security and Preferences Dialog

At this point, you can either:

  • add more outputs to the current output set.
  • create a new output set based on a new security context, and add outputs to the new output set.

Add More Outputs to an Output Set

You can add additional output sets (one at a time) by clicking on Add Output on the Security and Preferences dialog. (This will bring you back through the screens for selecting a new, output format, publication type, and set of recipients. You can add any number of output sets for a report, and each output will be based on the security context you selected (in this case, Elissa Miller, whose name is grayed out under User Security Context because she is the default security context for this selection).

Create a New Output Set

You can add a new report output set, which means that you select a new security context and specify any number of outputs based on that security context.

To create a new output set:

  1. Click Done from the Security and Preferences dialog, above. You are returned to the Context and Output Summary dialog.
  2. Click Add Output Set to return to the Security and Preferences dialog.
  3. Select a new user name to define a new security context.
  4. Proceed through the configuration screens to specify outputs and recipients.

HTML Page Posted on a Server

You can send reports as a link to an HTML dialog posted on a server. To illustrate, we will continue with our example, creating new output sets (as opposed to adding outputs to existing output sets) in order to create custom reports for the Regional Vice Presidents (RVPs). Recall that the RVPs do not have proCube on their desktops, and each has different database security privileges. Hence, you must create a custom report for each RVP, which can be sent as an .xls file via E-mail, as an html dialog, or as hardcopy.

With proCube Publisher, creating custom reports for non-proCube users is a simple process. We will illustrate how to send custom reports to non-proCube users as we explain how to send reports as a link to an HTML dialog posted on a server.

To send reports as a link to an HTML dialog posted on a server: 

  1. From the Context and Output Summary dialog, click Add Output Set.

Figure 15.           Context and Output Summary

  1. You are returned to the Security and Preferences dialog. The User Security Context drop-down is now active.
  2. To select a new security context for the new output set, click on the drop-down arrow under User Security Context. From the list of users, select a new user name to define a new security context. For our example, select Chris Stone – RVP N. America:

Figure 16.           Security and Preferences Dialog

  1. Specify new report preferences (i.e., checkboxes). In our example, select only Output all Sheets as a Single Workbook. Do not select Leave proCube functions in the Published Files because these recipients do not have proCube; sending them a report with this option selected may cause them to lose some or all data.
  2. Click the Add Output button to proceed through the configuration screens to specify outputs and report recipients.
  3. The default Output and Destination dialog opens (with Excel Workbook and e-mail selected for Output Format and Publication Type):

Figure 17.           Format and Destination Dialog

  1. From Output Format select HTML Pages.
  2. From Publication Type select File Server. When you select this combination, a new Output and Destination dialog will automatically appear:

Figure 18.           Format and Destination Dialog - File Server

As shown above, when you select HTML as the Output Format and Server as the Publication type, you must also supply the Output Directory and External Server Address for your file output. The output directory can be any folder on the current computer or another computer.  If you are publishing these reports to a separate web server, specify the UNC path of the physical directory where the files are to be stored (e.g.,\\webserver\publisher files). The external server address is the path in which other computers can access the files via the web server (e.g., http://web server/proCube/).

For the purposes of our example, we are going to publish files to a proCube directory within an IIS directory structure on the current machine. During the Publisher installation process, IIS automatically creates a default folder (a virtual directory) called proCube under C:\Intetpubs\wwwroot. If a different directory was selected during installation, then you must manually set up a virtual directory through IIS.

For this example, in the Format and Destination dialog, enter: C:\Inetpub\wwwroot\proCube\ for the output directory folder, and enter http://your machine name/proCube for the external server address.

Generate Notification of Distribution

In this example, rather than sending an e-mail attachment (as you did with the C-level reports), you are sending recipients a link to a report posted on a server.

To send recipients the link to the report, you generate a notification of distribution:

  1. From the Output and Destination dialog, select Generate Notification of Distribution. When you select this, the Done button changes to Next.

Figure 19.           Format and Destination Dialog - Generate Notification

  1. Click Next to open the Notification dialog.
  1. Enter cstone@acmetrading.com (the e-mail address for Chris Stone) in E-mail to Address.
  2. Next, add additional notification recipients as CCs. Enter multiple addresses one at a time in the text box above the Add CC button, clicking Add CC each time you enter another recipient.  In our example, send John Albanese (jalbanese@acmetrading.com) and Frank Gordon (fgordon@acmetrading.com) notifications when the RVP reports are sent. You should also enter your personal e-mail address so that you can see what a notification looks like.
  3. As you add e-mails and click Add CC, the CC e-mail addresses display in the CC Address box:

Figure 20.           Notification Dialog - with CC Addresses

  1. When you are finished entering CCs, click Done. You are returned to the Security and Preferences dialog:

To continue with our example, repeat these steps for each RVP:

  1. Click Done in the Security and Preferences dialog above to end the configuration process for Chris Stone and start a new configuration process for another RVP.
  2. For each RVP, select their name as the security context for their report, and follow the steps provided for Chris Stone’s example. When you are finished, the table on your Security and Preferences dialog should list five separate output sets: one “e-mail/xls” output for the “C-level” report and four “server/html” outputs (one for each RVP).

Figure 21.           Context and Output Summary

Printing reports

You can also send reports to a networked printer (or any other default printer on your machine) to create hardcopy reports. To do this:

  1. From the Format and Destination dialog, click the drop-down menus and select Hard Copy as the Output Format and Printer as the Publication type.  The Output and Destination dialog opens.
  1. At this point, you can opt to generate a notification of distribution, or simply click Done to finish. Clicking Done returns you to the Security and Preferences dialog:

Figure 22.           Security and Preferences Dialog

The table in the Security and Preferences dialog lists your new output set as “printer/printer.”

  1. Click Done to return to the Context and Output Summary dialog, from which you can add a new output set, or click Next to continue.

Saving a report configuration

  1. Clicking Next from the Context and Output Summary dialog opens the Save Configuration dialog.

Figure 23.           Save Configuration Dialog

  1. In the text box labeled Name, enter the report name. (Note that every report’s default name is “New Report” until you rename it.) For our example, name the report ACME P&L.

Report names can be up to 40 characters long, are not case sensitive, and can have spaces. You cannot use the following symbols in report names: \ ? : * < > |

  1. Click Save. A message opens verifying that your report has been saved. Click OK to dismiss it.

Editing an Existing Report Template

Publisher makes it easy to make changes to an existing report template saved in the Configuration tool. For example, you may want to change member selections, add or delete recipients, change output types, or add notifications.

To edit an existing report template:

  1. From the Report Configuration dialog, click Edit Existing Report.

Figure 24.           Report Configuration Dialog - Edit Existing Report

  1. From the list of report templates listed, select a report to edit.
  2. Click Next to continue through each step in the report configuration process.

Deleting a Report Template

To delete a configuration for a report markup or a configured report template:

  1. Open the proCube Publisher configuration tool. From the Start menu, select Programs, proCube Publisher, proCube Publisher Configuration.
  2. Click Delete on the left-hand side of the configuration tool. The Delete Configurations dialog opens.

Figure 25.           Delete Markups or Reports

  1. To delete a markup, select the markups tab, select the markup from the list of available markups, and click the Delete button.
  2. To delete a Report, select the Reports tab, select the Report from the list of available reports, and click the Delete button.

If you delete reports that have been scheduled for automatic report publishing through Microsoft Scheduler, you must remove the report name from Microsoft Scheduler’s task list. If you fail to do so, other scheduled reports will not launch.

Configuring a Report Template (without database security)

You can configure reports developed from databases without database security. The configuration process is very similar to the process for databases with security. However, you should carefully consider security issues before doing so.

Security Concerns

Recall that if a database does not have security, then the spreadsheets and reports generated from that database have no security. In this case, when you configure the report template, Publisher automatically assigns a “Default User” level of security that is equivalent to no security. As a result, all recipients of the reports will have complete and unfettered access to the data in the reports.

Configuration Process Differences

The configuration process for a report without database security is exactly the same as for a report with database security, with the following exceptions.

Security Default (No Security)

As you proceed through the Add Recipients and Outputs process, proCube Publisher automatically applies a “Default User” level of security to the reports generated; because there is no security on the database, this default level is, in effect, no security—meaning that all recipients will have complete access to all data in the report.

Adding Recipients and Outputs

The process for adding recipients and outputs is essentially the same as if your database has security. However, in the Security and Preferences dialog, there is no User Security Context drop-down menu from which to select user names. Instead, you only have the option to Add Output. All outputs generated will be based on the “default user” security level.

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