Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

There is a way, but it requires implementing an Extension which will modify the Dashboard toolbar for the Restricted users.

The extension will remove the default Save Menu button.

Restricted users should have Permission Run on the Folder where the Dashboards are.

But for Each Dashboard they should have permission Write.

Then they Can start editing but will not have an option to Save, only Save As.

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

Hi Andrei,

sounds good, but it's not a solution for me as this would remove the "save2 button globally on all dashboards for these users. I just want to remove it from certain dashboards - not all.

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen

Original Message:
Sent: Mon October 21, 2024 12:19 PM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

There is a way, but it requires implementing an Extension which will modify the Dashboard toolbar for the Restricted users.

The extension will remove the default Save Menu button.

Restricted users should have Permission Run on the Folder where the Dashboards are.

But for Each Dashboard they should have permission Write.

Then they Can start editing but will not have an option to Save, only Save As.

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Wed October 16, 2024 05:55 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen
------------------------------

>this would remove the "save2 button globally on all dashboards for these users.

It's possible to restrict an extension for certain User groups only.

>I just want to remove it from certain dashboards - not all.

This extension can be implemented as a non-visible Custom Widget. 

Though, in any case implementing an extension is an overkill since users can always Save the Dashboard first and then Edit.

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Tue October 22, 2024 02:14 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hi Andrei,

sounds good, but it's not a solution for me as this would remove the "save2 button globally on all dashboards for these users. I just want to remove it from certain dashboards - not all.

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen

Original Message:
Sent: Mon October 21, 2024 12:19 PM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

There is a way, but it requires implementing an Extension which will modify the Dashboard toolbar for the Restricted users.

The extension will remove the default Save Menu button.

Restricted users should have Permission Run on the Folder where the Dashboards are.

But for Each Dashboard they should have permission Write.

Then they Can start editing but will not have an option to Save, only Save As.

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Wed October 16, 2024 05:55 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen
------------------------------

Hi Andrei,

once again. We don't understand each other. I know that an extension can be secured so it applies only for certain user groups only. But I DON'T want to remove the button on a group level. If I would upload that extension, then the "save" button will beremoved for theses users for all dashboards. It's just these special dashboards that should not be able to overwrite at their current location - not all dashboards..

I don't understand why IBM has implementd this in two ways. One for reports (which works) and one for Dashboad (which doesn't).

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen

Original Message:
Sent: Tue October 22, 2024 08:30 AM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

>this would remove the "save2 button globally on all dashboards for these users.

It's possible to restrict an extension for certain User groups only.

>I just want to remove it from certain dashboards - not all.

This extension can be implemented as a non-visible Custom Widget. 

Though, in any case implementing an extension is an overkill since users can always Save the Dashboard first and then Edit.

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Tue October 22, 2024 02:14 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hi Andrei,

sounds good, but it's not a solution for me as this would remove the "save2 button globally on all dashboards for these users. I just want to remove it from certain dashboards - not all.

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen

Original Message:
Sent: Mon October 21, 2024 12:19 PM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

There is a way, but it requires implementing an Extension which will modify the Dashboard toolbar for the Restricted users.

The extension will remove the default Save Menu button.

Restricted users should have Permission Run on the Folder where the Dashboards are.

But for Each Dashboard they should have permission Write.

Then they Can start editing but will not have an option to Save, only Save As.

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Wed October 16, 2024 05:55 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen
------------------------------

All makes sense. The Cognos Dashboard functionality has lots of room for improvement. :-)

>If I would upload that extension, then the "save" button will be removed for theses users for all dashboards. It's just these special dashboards that should not be able to overwrite at their current location - not all dashboards..

If this Extension is a Custom Widget, it will remove the Save button only for Dashboards where it is added explicitly

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Tue October 22, 2024 08:46 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hi Andrei,

once again. We don't understand each other. I know that an extension can be secured so it applies only for certain user groups only. But I DON'T want to remove the button on a group level. If I would upload that extension, then the "save" button will beremoved for theses users for all dashboards. It's just these special dashboards that should not be able to overwrite at their current location - not all dashboards..

I don't understand why IBM has implementd this in two ways. One for reports (which works) and one for Dashboad (which doesn't).

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen

Original Message:
Sent: Tue October 22, 2024 08:30 AM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

>this would remove the "save2 button globally on all dashboards for these users.

It's possible to restrict an extension for certain User groups only.

>I just want to remove it from certain dashboards - not all.

This extension can be implemented as a non-visible Custom Widget. 

Though, in any case implementing an extension is an overkill since users can always Save the Dashboard first and then Edit.

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Tue October 22, 2024 02:14 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hi Andrei,

sounds good, but it's not a solution for me as this would remove the "save2 button globally on all dashboards for these users. I just want to remove it from certain dashboards - not all.

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen

Original Message:
Sent: Mon October 21, 2024 12:19 PM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

There is a way, but it requires implementing an Extension which will modify the Dashboard toolbar for the Restricted users.

The extension will remove the default Save Menu button.

Restricted users should have Permission Run on the Folder where the Dashboards are.

But for Each Dashboard they should have permission Write.

Then they Can start editing but will not have an option to Save, only Save As.

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Wed October 16, 2024 05:55 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen
------------------------------

Hi Robert,

You probably thought of it as well and I haven't tried, but what if you make a dashboard read-only and the user needs to copy it for editing? -> OK, I see from your parallel CUG post that you don't want this :-)

Best regards

Philipp

P.S. I hope I will see you in Frankfurt

------------------------------
Philipp Hornung
Product Owner & BI Manager
Techniker Krankenkasse
Hamburg Germany
#IBMChampion

Original Message:
Sent: Tue October 22, 2024 09:02 AM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

All makes sense. The Cognos Dashboard functionality has lots of room for improvement. :-)

>If I would upload that extension, then the "save" button will be removed for theses users for all dashboards. It's just these special dashboards that should not be able to overwrite at their current location - not all dashboards..

If this Extension is a Custom Widget, it will remove the Save button only for Dashboards where it is added explicitly

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Tue October 22, 2024 08:46 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hi Andrei,

once again. We don't understand each other. I know that an extension can be secured so it applies only for certain user groups only. But I DON'T want to remove the button on a group level. If I would upload that extension, then the "save" button will beremoved for theses users for all dashboards. It's just these special dashboards that should not be able to overwrite at their current location - not all dashboards..

I don't understand why IBM has implementd this in two ways. One for reports (which works) and one for Dashboad (which doesn't).

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen

Original Message:
Sent: Tue October 22, 2024 08:30 AM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

>this would remove the "save2 button globally on all dashboards for these users.

It's possible to restrict an extension for certain User groups only.

>I just want to remove it from certain dashboards - not all.

This extension can be implemented as a non-visible Custom Widget. 

Though, in any case implementing an extension is an overkill since users can always Save the Dashboard first and then Edit.

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Tue October 22, 2024 02:14 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hi Andrei,

sounds good, but it's not a solution for me as this would remove the "save2 button globally on all dashboards for these users. I just want to remove it from certain dashboards - not all.

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen

Original Message:
Sent: Mon October 21, 2024 12:19 PM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

There is a way, but it requires implementing an Extension which will modify the Dashboard toolbar for the Restricted users.

The extension will remove the default Save Menu button.

Restricted users should have Permission Run on the Folder where the Dashboards are.

But for Each Dashboard they should have permission Write.

Then they Can start editing but will not have an option to Save, only Save As.

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Wed October 16, 2024 05:55 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen
------------------------------

Moin Philipp,

actually that's the quirk I wanna get away from. Users constantly keep asking me why the heck they can go directly into edit mode for reports but not for dashboards in the same location. But I see: IBM has just implemented it in two different ways and there's no way around it.

Hi Robert,

You probably thought of it as well and I haven't tried, but what if you make a dashboard read-only and the user needs to copy it for editing? -> OK, I see from your parallel CUG post that you don't want this :-)

Best regards

Philipp

P.S. I hope I will see you in Frankfurt

------------------------------
Philipp Hornung
Product Owner & BI Manager
Techniker Krankenkasse
Hamburg Germany
#IBMChampion

Original Message:
Sent: Tue October 22, 2024 09:02 AM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

All makes sense. The Cognos Dashboard functionality has lots of room for improvement. :-)

>If I would upload that extension, then the "save" button will be removed for theses users for all dashboards. It's just these special dashboards that should not be able to overwrite at their current location - not all dashboards..

If this Extension is a Custom Widget, it will remove the Save button only for Dashboards where it is added explicitly

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Tue October 22, 2024 08:46 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hi Andrei,

once again. We don't understand each other. I know that an extension can be secured so it applies only for certain user groups only. But I DON'T want to remove the button on a group level. If I would upload that extension, then the "save" button will beremoved for theses users for all dashboards. It's just these special dashboards that should not be able to overwrite at their current location - not all dashboards..

I don't understand why IBM has implementd this in two ways. One for reports (which works) and one for Dashboad (which doesn't).

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen

Original Message:
Sent: Tue October 22, 2024 08:30 AM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

>this would remove the "save2 button globally on all dashboards for these users.

It's possible to restrict an extension for certain User groups only.

>I just want to remove it from certain dashboards - not all.

This extension can be implemented as a non-visible Custom Widget. 

Though, in any case implementing an extension is an overkill since users can always Save the Dashboard first and then Edit.

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Tue October 22, 2024 02:14 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hi Andrei,

sounds good, but it's not a solution for me as this would remove the "save2 button globally on all dashboards for these users. I just want to remove it from certain dashboards - not all.

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen

Original Message:
Sent: Mon October 21, 2024 12:19 PM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

There is a way, but it requires implementing an Extension which will modify the Dashboard toolbar for the Restricted users.

The extension will remove the default Save Menu button.

Restricted users should have Permission Run on the Folder where the Dashboards are.

But for Each Dashboard they should have permission Write.

Then they Can start editing but will not have an option to Save, only Save As.

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Wed October 16, 2024 05:55 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen
------------------------------

Hi Robert,

Users in my organization totally recognize your issue and so I opened a case for this at IBM Support. Their reply was: "Please note that these are entirely different reports and dashboards. And so are the capabilities granting access to them. And there are a lot more options with report capabilities than the dashboard more details here (under dashboard and report studio ). So, will advise not to compare."

This answer doesn't solve the issue but only gives a technical explanation.

From an Analytics User functional perspective however, this makes no sense at all.

I could do nothing other than vote up to an existing idea and tell others to do so too. It is: https://ibm-data-and-ai.ideas.ibm.com/ideas/CA-I-4295 "Allow for customisations to Dashboard to allow for users to edit but not save".

Marc

Moin Philipp,

actually that's the quirk I wanna get away from. Users constantly keep asking me why the heck they can go directly into edit mode for reports but not for dashboards in the same location. But I see: IBM has just implemented it in two different ways and there's no way around it.

Hi Robert,

You probably thought of it as well and I haven't tried, but what if you make a dashboard read-only and the user needs to copy it for editing? -> OK, I see from your parallel CUG post that you don't want this :-)

Best regards

Philipp

P.S. I hope I will see you in Frankfurt

------------------------------
Philipp Hornung
Product Owner & BI Manager
Techniker Krankenkasse
Hamburg Germany
#IBMChampion

Original Message:
Sent: Tue October 22, 2024 09:02 AM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

All makes sense. The Cognos Dashboard functionality has lots of room for improvement. :-)

>If I would upload that extension, then the "save" button will be removed for theses users for all dashboards. It's just these special dashboards that should not be able to overwrite at their current location - not all dashboards..

If this Extension is a Custom Widget, it will remove the Save button only for Dashboards where it is added explicitly

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Tue October 22, 2024 08:46 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hi Andrei,

once again. We don't understand each other. I know that an extension can be secured so it applies only for certain user groups only. But I DON'T want to remove the button on a group level. If I would upload that extension, then the "save" button will beremoved for theses users for all dashboards. It's just these special dashboards that should not be able to overwrite at their current location - not all dashboards..

I don't understand why IBM has implementd this in two ways. One for reports (which works) and one for Dashboad (which doesn't).

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen

Original Message:
Sent: Tue October 22, 2024 08:30 AM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

>this would remove the "save2 button globally on all dashboards for these users.

It's possible to restrict an extension for certain User groups only.

>I just want to remove it from certain dashboards - not all.

This extension can be implemented as a non-visible Custom Widget. 

Though, in any case implementing an extension is an overkill since users can always Save the Dashboard first and then Edit.

------------------------------
Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Tue October 22, 2024 02:14 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hi Andrei,

sounds good, but it's not a solution for me as this would remove the "save2 button globally on all dashboards for these users. I just want to remove it from certain dashboards - not all.

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen

Original Message:
Sent: Mon October 21, 2024 12:19 PM
From: Andrei Istomine
Subject: Permissions: wow to edit a dashboard but not save it at current location

There is a way, but it requires implementing an Extension which will modify the Dashboard toolbar for the Restricted users.

The extension will remove the default Save Menu button.

Restricted users should have Permission Run on the Folder where the Dashboards are.

But for Each Dashboard they should have permission Write.

Then they Can start editing but will not have an option to Save, only Save As.

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Andrei Istomine
Open to work - anything Cognos
https://www.linkedin.com/in/andreii/

Original Message:
Sent: Wed October 16, 2024 05:55 AM
From: Robert Dostal
Subject: Permissions: wow to edit a dashboard but not save it at current location

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

------------------------------
Robert Dostal
Team Leader BI
GEMÜ Gebr. Müller Apparatebau GmbH & Co. KG
Ingelfingen
------------------------------

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

So in our setup the data sources are in a different folder structure than the dashboards themselves which the allows you to do this.

• The data source needs the user to have write access in order for the user to be able to use the edit button.
• Placing the dashboard outside the datasource package folder allows you to then just give them run access.
• The will be able to use edit but unable to save to that specific folder or overwrite the dashboard you originallly created and forced to save to another folder (preferably my content or shared folder)
• Downsides , the data source folder can be saved to but they have to navigate there to find it
  • When building a new dashboard they have to navigate there to select the Datasource.

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

Hi @Chris Stadler,

actually this is already my setup: data sources (packages) are placed in one hidden folder and the dashboards are in another one. I tested your approach and gave the users write access to the data sources and only run rights for the dashboard. They are still not able to edit the dashboard at the stored location. The toggle switch is deactivated and can't be clicked. :-(

Is there anything you may have done else?

So in our setup the data sources are in a different folder structure than the dashboards themselves which the allows you to do this.

• The data source needs the user to have write access in order for the user to be able to use the edit button.
• Placing the dashboard outside the datasource package folder allows you to then just give them run access.
• The will be able to use edit but unable to save to that specific folder or overwrite the dashboard you originallly created and forced to save to another folder (preferably my content or shared folder)
• Downsides , the data source folder can be saved to but they have to navigate there to find it
  • When building a new dashboard they have to navigate there to select the Datasource.

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

Hi Robert,

workaround: if you put ReportIDs and Usernames in the extension, you could then programmatically decide to hide or display the save.

Anyhow, this would mean maintenance over time. 

Upvoted your idea.

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

Hi Robert,

workaround: if you put ReportIDs and Usernames in the extension, you could then programmatically decide to hide or display the save.

Anyhow, this would mean maintenance over time. 

Upvoted your idea.

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

@Robert Dostal

Unfortunately, the custom extension will not work b/c users can simply access Cognos with the option "factoryMode=true"   to disable the extension...

Hi Robert,

workaround: if you put ReportIDs and Usernames in the extension, you could then programmatically decide to hide or display the save.

Anyhow, this would mean maintenance over time. 

Upvoted your idea.

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?

If users has run permissions, they cannot edit, but they can use Save As button.

For my understanding, is the behavior that you are looking, the ability to save dashboard in other place.

Hey!

In my Cognos environment we have a set of user roles which have no direct access to packages & datamodules. To give them the ability to create user-defined reports or dashboards, I've created reports and dashboards in a distinct folder per data source. These reports and dashboards then have some tweaked settings like color palettes, styles, local classes, and pre-applied data containers. The users should have the ability to open these objects and start modifying them based on the data they find in there already.

With reports all is fine. The users have the "run" permission for that folder and can also enable the edit mode and modify the reports. BUT they cannot save their modifications to the reports in that folder in Team content. They have to save them in their "My content" or somewhere else I gave the write permission.

Unfortunately, this does not work for dashboards. If a user has only run permissions, the edit mode cannot be activated as the toggle switch is inactive. It is necessary to have write permission to be able to toggle the switch.

Does anyone has an idea if it's possible to set certain permissions on the dashboards so users can enter the edit mode but cannot save into the current location and forced to choose a different folder in Cognos?