Application settings
Use the Application settings dialog to define settings, features, themes, and security for an application. To open this dialog from an application, go to Application > Settings.
To apply the changes from this dialog, click OK, and then save the application (File > Save).
To make the changes available to consumers, publish the application (File > Save and Publish).
In the Application settings dialog, the following tabs are available:
Settings tab
Use this tab to define general settings and enable security restrictions for the current application.
| Item | Use this item to |
|---|---|
| Application ID | View the identification number of the application. This ID is created automatically and cannot be edited. |
| Name | Enter a name of the application. |
| Description | Enter a description of the application. This description is visible on the Designer welcome page. |
| Default theme |
Select a default theme for the application. On the Themes tab, you can add more themes to the application, if they are available. |
| Access restricted |
Enable security restrictions for the application. If selected, the application is available only to the user groups or roles added on the Security tab. |
| Application logo | Add a logo to your application. The logo is visible on the Designer welcome page. |
Features tab
Use this tab to select which features to include in the application. After clicking OK, you can view and configure the selected features in Designer.
You can add the following features to the application sidebar.
| Item | Use this item to |
|---|---|
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Content: Enable consumers to open the content and work with it. For details, see About content. |
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Snapshots: Enable consumers to create and manage the report snapshots. |
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Bookmarks: Enable consumers to create and manage the report bookmarks. |
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Filters: Enable consumers to apply filters to the content. For details, see About filters. |
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Collaborate: Enable consumers to create discussion threads and to-do items. consumers can attach report views, snapshots, and external documents to their discussions. |
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: Enable consumers to create Microsoft PowerPoint, Apple Keynote, and Adobe PDF presentations and booklets containing the reports and other content. |
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Guide: Enable consumers to find the reports that are relevant to specific business questions. For details, see About Guide. |
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Alerts: Enable consumers to follow the alert reports that are available to them based on their IBM Cognos user rights. For details, see About alerts. |
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Glossary: Enable consumers to learn more about the content of the application. For details, see About business glossary. |
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Toolbox: Enable consumers to access IBM Cognos tools. |
You can add the following features to the application toolbar.
| Item | Use this item to |
|---|---|
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Search: Enable consumers to search through the content added to the application. No settings are required in Designer. In the published application, this feature is available on the tab bar. |
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Export to PDF: Enable consumers to export reports and report views to PDF format. No settings are required in Designer. In the published application, this feature is available for reports and report views under |
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Send to Email: Enable consumers to send reports and report views via email. No settings are required in Designer. In the published application, this feature is available for reports and report views under |
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Export to Excel: Enable consumers to export reports and report views to Microsoft Excel format. No settings are required in Designer. In the published application, this feature is available for reports and report views under |
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Quick links: Enable consumers to view the links to the favorite web content that you add to the application tabs by using the Tab Settings dialog. |
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Online Help: Enable consumers to view the product version (including the build date) and help videos. No settings are required in Designer. In the published application, this feature is available under the user profile from the upper-right corner. |
Note: In the published application, some of these features are available only to the consumers who have the corresponding permissions granted in Access Manager. For details, see Access Manager Online Help.
Themes tab
Use this tab to add themes for your application and decide which themes are available for each user group or role.
| Item | Use this item to |
|---|---|
| Themes | View the themes that are added to the application. |
| Add themes |
Add themes to the application. To remove a theme, point to it, and then click |
| Restrict |
Find the user groups or roles available, and then select which groups or roles can access the selected theme. To remove a group or a role, click it. |
Security tab
If you selected Access restricted on the Settings tab, use this tab to specify who can access the application.
| Item | Use this item to |
|---|---|
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Add |
Search for user groups or roles, and then select specific groups and roles who are allowed to access this application. After clicking Add, these groups and roles appear in the Groups/Roles section. |
| Groups/Roles |
View user groups and roles that have access to the selected application. To remove a group or role from the list, point to it, and then click |
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