How to export ‘Private’ reports
7 March, 2011
When doing a Yellowfin export, reports marked as 'Private' are not included.
In order to export these reports, you can either open each report and mark them as 'Public', or you can follow the steps below.
1. Run a query on the Yellowfin database to identify all the reports currently set to Private, work out what users these belong to and save this list.
2. You can then change these reports to be public temporarily ? if there is sensitive data in any of these perhaps you want to stop people from logging in while you are doing this ? and then export the content as you were trying to do before.
3. Once you import the reports into Yellowfin you will need to set some of them back to Private in the database and assign them back to their owners. In doing this you will need to find the NEW user IDs that correspond to the owners of each report, as they will most likely differ from the first system.
The following information should help you complete the steps above:
Find the report you want to export. This query will return any active private reports:
[code]
select * from ReportHeader where ExternalAccessCode = 'PERSONAL' and ReportStatusCode = 'OPEN'[/code]
The IpOwner field is the user who owns the report. You can get the full name of the person who owns the report:
[code]
select r.ReportId, r.ReportName, p.FullName from ReportHeader r, Person p where r.ExternalAccessCode = 'PERSONAL' and r.ReportStatusCode = 'OPEN' and r.IpOwner = p.IpPerson[/code]
To change a private report to be public, set the ExternalAccessCode to 'CORPORATE' and the IpOwner to 1.
Then you should be able to export it.
When you import it onto the target system again, set the ExternalAccessCode back to 'PERSONAL'.
Then find the user in the Person table corresponding to the owner, and update the IpOwner on the ReportHeader record to the person's IpPerson.
In order to export these reports, you can either open each report and mark them as 'Public', or you can follow the steps below.
1. Run a query on the Yellowfin database to identify all the reports currently set to Private, work out what users these belong to and save this list.
2. You can then change these reports to be public temporarily ? if there is sensitive data in any of these perhaps you want to stop people from logging in while you are doing this ? and then export the content as you were trying to do before.
3. Once you import the reports into Yellowfin you will need to set some of them back to Private in the database and assign them back to their owners. In doing this you will need to find the NEW user IDs that correspond to the owners of each report, as they will most likely differ from the first system.
The following information should help you complete the steps above:
Find the report you want to export. This query will return any active private reports:
[code]
select * from ReportHeader where ExternalAccessCode = 'PERSONAL' and ReportStatusCode = 'OPEN'[/code]
The IpOwner field is the user who owns the report. You can get the full name of the person who owns the report:
[code]
select r.ReportId, r.ReportName, p.FullName from ReportHeader r, Person p where r.ExternalAccessCode = 'PERSONAL' and r.ReportStatusCode = 'OPEN' and r.IpOwner = p.IpPerson[/code]
To change a private report to be public, set the ExternalAccessCode to 'CORPORATE' and the IpOwner to 1.
Then you should be able to export it.
When you import it onto the target system again, set the ExternalAccessCode back to 'PERSONAL'.
Then find the user in the Person table corresponding to the owner, and update the IpOwner on the ReportHeader record to the person's IpPerson.