Publishing Rules to Web Portal

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Contents:

Overview

Usually, each group of delegated administrators requires different reports for their own scope of managed objects with their own setting values. Starting from the Cayosoft Administrator 9.3.0 version Global Administrators can create a reporting rule, configure it and publish it to the Web Portal. After that delegated administrator can run this rule when needed and access the generated output file from the Web Portal. These reports will only contain the objects that are visible to this delegated administrator.

 

Configuring rule publishing

1. In Administrator Console create reporting rule.
2. In Actions, click Publish to Web Portal.  
3. Specify the following settings:
   

   Setting Name	Description
   Publish to Virtual Admin Units	Select Virtual Admin Units and Web Queries to publish the rule. Delegated administrators who have access to these Virtual Admin Units and Web Queries will be able to run the rule and view generated reports and output.
   Rule scope	When a delegated administrator runs the rule, you can restrict the rule's scope to the single Virtual Admn Unit and Web Query selected by the Web Administrator, or you can use the rule's scope defined in the rules settings.
   Allow to change these Query settings	You can allow delegated administrators to change selected Query settings when running the rule.

4. Click Publish to publish the rule.
5. When the rule is published there is a Published link on the rule form. If you click this link Publish to Web Portal form will be opened for editing. 
6. Click Unpublish to unpublish the rule.

 

Reports dashboard

To run published reporting rules and generate the reports you should use the Reports dashboard in the Web Portal. All generated reports are stored as files. Delegated Administrator only sees the reports generated for Virtual Admin Units and Web Queries he\she has access to.

 

Create Report 

Create Report wizard is called from the Reports dashboard for delegated administrators to select reporting rules that were published for them, select the rule's scope, fill in parameters, and run the rule:

1. In Web Portal navigate to Dashboards > Reports.
2. Click Create Report.
3. Select the report template. It is one of the rules that are published for this Virtual Admin Unit.
4. Click OK.
5. Select the rule scope - Virtual Admin Unit and a Web Query for which the rule is published.
6. Click Next.
7. Specify the report name.
8. Update query settings if the rule customization is allowed.
9. Click Create.

Open Report

Select the generated report and click Open to open the report content in a new browser tab. 

 

Download Report

Select the generated report and click Download the report. 

 

Delete Report

Select the generated report and click Delete to delete the selected report.

 

Execution History dashboard

To see the execution history details of published rules you should use the Execution History dashboard in the Web Portal. This will help to understand why a rule failed to execute. Delegated administrators only see the reports that were generated for Virtual Admn Unis and Web Queries they have access to.

Select the execution history record and click Details to see the rule execution report. 

To view or download reports please use the Reports dashboard.

 

Configuring Cleanup Reports and Output Files rule

To clean up generated reports and output files from the database and disk you should configure Cleanup Reports and Output Files rule.

 

Replication of published rules

All published rules replicate to all replication partners for manual execution from the Web Portal. A delegated administrator can run any published rule on any replication partner, and then access the generated report from the same or any replication partner.

All replication partners should be configured to store report output files in the same shared folder. To define default folder paths to store rule output files see this article: Reporting settings – Cayosoft Help Center.

If a scheduler is set on a published rule it will be executed by schedule only on Publisher.

If a published rule is unpublished it will be deleted from subscribers.