Working with files and folders
Select the menu icon next to a file or folder in the display pane. The options that appear in the menu vary based on your selection. For example, a folder menu contains different options to a document menu, which contains different options to a BIRT design menu. Volume items containing a menu of options include:
*Folders
*Document files such as XML files, Actuate BIRT document files (.rptdocument), and HTML files
*Design files that are executable XML files such as BIRT design (.rptdesign) files
The actions a users can perform on a file, depend on the file type. For example, based on file type a user can view, run and save, edit, or create a parameter values file. Table 2‑2 describes the menu options for folders and files.
Table 2‑2 Menu options and their descriptions
Option
Description
Open (dashboard only)
Point to a File menu icon next to a BIRT dashboard and choose Open to view the dashboard.
Open Folder (folder only)
Display the contents of the folder in the files and folders list display pane.
Rename (folder only)
Rename the folder.
View Document (document file only)
Display the document for viewing or editing.
Edit Report Design (design file only)
Open the design in Report Studio.
Run (design file only)
Run the design and view the output document without saving it. For more information, see Running a job.
Run and Save (design file only)
Run the design and save the output document to the volume.
Schedule (design file only)
Run the design as a scheduled job. For more information, see Scheduling options.
Create Parameter Values file (design file only)
Create an executable parameter value (.rov) file from the design.
Download
Open the item or save the item to the local file system. For more information, see Downloading a file or folder.
Share
Choose to share or not share the item. Assign privileges on the item to users and user groups. For more information, see Setting privileges on files and folders.
Details
View details about the item, such as general properties, privileges you have on the item, and the autoarchive policy for the item. For more information, see Setting privileges on files and folders.
Move To
Move file or folder to a new destination on the volume. For more information, see Moving and copying a file or folder.
Copy To
Copy file or folder to a new destination on the volume. For more information, see Moving and copying a file or folder.
Auto Archive
Set the autoarchive policy for the file or folder. View the existing autoarchive policy for the file or folder. For more information, see Understanding autoarchiving.
Delete
Delete the file or folder. For more information, see Deleting a file or folder.
After logging in, Visualization platform displays the available files and folders in the volume. The navigation pane displays the available folders. When you select a folder, the adjoining display pane displays the contents of the folder.
An administrator specifies the privileges that a user or user group has on a file or folder. Purchased license options support access to product features. For example, running a BIRT design or document file requires that the user have execute and visible privileges on the file. Running a BIRT design or document also requires the BIRT license option.