Customizing functionality levels

Customize or add functionality levels by modifying or creating a level definition in functionality-level.config. A functionality level definition consists of five parts:

n	Level name

The level name must be a unique alphanumeric string, enclosed within <Name> and </Name> tags.

n	Matching security role

The name of the security role that corresponds to the functionality level. Both the security level and the functionality level must exist before the functionality level can be assigned to a user. Enclose the role name with <Role> and </Role> tags.

n	Available features

Table 1-3 describes the five available features.

Table 1-3  Features for functionality levels 

Feature	Description
Channels	Provides access to channels
Customization	Provides access to skin customization
Documents	Provides access to files and folders
Jobs	Allows submitting and accessing jobs
Search	Provides access to the file search facility

Features are specified one per line and are enclosed within <FeatureID> and </FeatureID> tags. When a feature is omitted from a functionality level, the corresponding side menu or banner item is not shown to anyone using that functionality level. For example, the Search feature is not provided in the Basic functionality level, so the Search link does not appear for any users with the Basic functionality level.

n	Available subfeatures

Subfeatures correspond to actions that you can perform through Actuate Information Console. Most subfeatures are associated with a feature. A subfeature cannot be included in a functionality level if its corresponding feature is not included. The subfeatures are described in Table 1-4.

Table 1-4  Subfeatures for functionality levels

Subfeature	Feature	Description
AdvancedData	NA	Permits the modifying and synchronizing of data sets in BIRT Studio.
CreateFolder	Documents	Permits creating folders when the user has the appropriate privileges
Dashboard BusinessUser	NA	Permits use of dashboards.
Dashboard Developer	NA	Permits design and administration of dashboards.
DeleteFile	Documents	Permits deleting files when the user has the appropriate privileges
DeleteFolder	Documents	Permits deleting folders when the user has the appropriate privileges
InteractiveViewing	NA	Permits opening Interactive Viewer.
JobPriority	Jobs	Permits setting job priority, up to the user's maximum job priority
SelfNotificationWithAttachment	Jobs	Activates e-mail notification for successful jobs
ShareDashboard	NA	Permits sharing dashboards when the user has the appropriate privileges
ShareFile	Documents	Permits sharing files when the user has the appropriate privileges
SubscribeChannel	Channels	Permits subscribing to channels

Subfeatures are specified one per line, enclosed within <SubfeatureID> and </SubfeatureID> tags.

n	Available Actuate Analytics user experience levels

Users can select their own Actuate Analytics user experience level on the Actuate Information Console Options page from the levels listed here. The following Actuate Analytics user experience levels are available at this functionality level:

n

Novice

n

Standard

n

Advanced

The following code shows a sample functionality level entry:

<Level>

  <Name>ViewAndSearch</Name>

  <Role>All</Role>

  <FeatureID>Jobs</FeatureID>

  <FeatureID>Documents</FeatureID>

  <FeatureID>Search</FeatureID>

  <SubfeatureID>ShareFile</SubfeatureID>

  <SubfeatureID>DeleteFile</SubfeatureID>

  <AnalyticsExperienceLevel>Novice</AnalyticsExperienceLevel>

  <AnalyticsExperienceLevel>Standard</AnalyticsExperienceLevel>

  <AnalyticsExperienceLevel>Advanced</AnalyticsExperienceLevel>

</Level>

The level is named ViewAndSearch and is available to all security roles. Users with ViewAndSearch functionality can run jobs, access documents, and search for files. In addition, they can share and delete their own files, and set their Actuate Analytics experience level to any of the available levels.

(c) Copyright Actuate Corporation 2011