Project Item Properties

Modified on Wed, 02 Dec 2015 06:46 PM by Steve C. — Categorized as: Uncategorized

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Overview

This article shows how to view and optionally modify properties that are applicable to either projects or project items in the Design Explorer. Project items include:


Viewing properties

Viewing the properties of a project

To view the properties of the current &dw; project:

  1. Click the Project Properties button in the Design Explorer's toolbar (the second button from the left).
    The Project Properties link.
  2. The Properties dialog for the current project is displayed.

Viewing the properties of a project item

You can view the properties of any project item, including dashboards and folders, from the Design Explorer.

To view the properties of a project item:

  1. Select the item in the Design Explorer.
  2. Click the item's menu button.
  3. From the resulting menu, choose Properties. The Properties dialog for the project item is displayed.
    The Folder menu.

The Properties dialog

The Properties dialog for any item is organized as a series of tabs. Depending on the type of item, you may see some or all of the following tabs in the dialog:


Using the General tab

The General tab of the Properties dialog may display some or all of the information below for a project item:


The General tab of the Properties dialog for a KPI folder.

The General tab of the Properties dialog for a KPI folder.


Using the Security tab

The Security tab of the Properties dialog displays security-related information for an item in the Design Explorer. Security properties can be applied to folders, projects, and individual project items such as virtual tables and KPIs. For example, if you have a virtual table that involves employee salary data, you can choose to grant access to the virtual table only to certain &dw; users or security groups.

In order to set security properties for a project or project item, you must have the FullControl permission on that item. For example, a &dw; administrator will have this permission on all project items.

When you set permissions on a project or folder for a particular user or security group, those permissions will be propagated (&ie; copied) directly to all child items of that project/folder recursively. This will replace any existing permissions for that user or security group on those child items. You can think of this as a quick way to reset a user's permissions on all items within a project or folder.

Note: Security properties do not apply to certain types of resources (⪚ images). The Security tab does not appear in the Properties dialog for such items.

To set security-related properties:

  1. Click the Security tab in the Properties dialog. The Groups or user names list shows the &dw; users and security groups that have specific security settings (&ie; permissions) for the project item.
    Security tab of the Properties dialog.
  2. To remove a user or group from the list, select its entry in the list, then click Remove.
  3. To add a different user or group to the list, click Add. In the Add Users or Groups dialog box, select a user or group to add, then click OK.
    Add Users or Groups dialog box
  4. To set specific permissions for a user or group, select its entry in the Groups or user names list. The Permissions section displays the permissions for that user or group in two columns.
  5. As an example, if you want to give the selected user or group full control over the project item (and its child items), click the FullControl check box in the Allow column.
    Permissions for selected user or group
  6. Click OK to save your changes.

Note: If you are not a &dw; administrator and you attempt to remove the FullControl permission on a project item for yourself, you will be asked to confirm the operation. If you proceed with the operation, you will lose the ability to change security settings for that project item. &dw; administrators, on the other hand, have FullControl permissions on all project items and these permissions cannot be removed.

Note: By default, the Security tab will not list Windows user accounts that:


This restriction prevents the entire membership of Domain Users from being listed, if Domain Users has been added as a Windows Group account in Dundas Dashboard.

Using the Visibility tab

The Visibility tab is available for dashboard and analytical dashboard sub-folder items. You can use the options here to hide a sub-folder from navigation (similar to the way you can hide a specific dashboard from navigation via its properties dialog). For example, if you have a sub-folder holding dashboards that are being used simply as popups or hover-overs, you may not want your viewers to be able to navigate to them directly.

The available options are:


The Visibility tab of the Properties dialog for a dashboard sub-folder.

The Visibility tab of the Properties dialog for a dashboard sub-folder.


Using the History tab

The History tab of the Properties dialog displays the history of changes for project items that support check in / check out, such as:


For each checked in version of the project item, the History tab displays:


The History tab of the Properties dialog for a virtual table.

The History tab of the Properties dialog for a virtual table.


Using the Dependencies tab

The Dependencies tab of the Properties dialog is applicable to project items only and lists:


For example, if you are viewing the properties of a virtual table, the Dependencies tab displays:


The Dependencies tab of the Properties dialog for a virtual table.

The Dependencies tab of the Properties dialog for a
virtual table.


Related topics


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