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Enhancements in IUIE: Shared Folders & Event-Based Scheduling Overview

Discover the new features in the Indiana University Information Environment (IUIE) that enhance collaborative reporting and scheduling capabilities. This update focuses on Shared Folders, which allow users to create, manage, and share report shortcuts within user groups. Additionally, learn about event-based scheduling, triggered by data refreshes for timely report generation. Access the detailed checklist and publishing documentation to streamline your use of IUIE, ensuring you are up-to-date with all necessary procedures.

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Enhancements in IUIE: Shared Folders & Event-Based Scheduling Overview

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  1. IUIE 5.02 New FeaturesMike Riley - IUIE Lead Analyst Shared Folders Events Publishing Checklist

  2. Online Documentation • Shared Folders: • Tutorial: https://www.indiana.edu/~iuie/prod/tutorial/shared.phtml • KB: http://kb.indiana.edu/data/amkp.html • Event Scheduling • What Are Events?: http://kb.indiana.edu/data/amkm.html • Publishing Events: http://kb.indiana.edu/data/amko.html • Event-Based Scheduling: http://kb.indiana.edu/data/amkq.html • Note: Release Notes available from IUIE Welcome Page

  3. Shared Folders • Located in My Catalog • Purpose: share shortcuts / report parameters • Can be created by anyone • Access Granted by Share Groups • (that your create/manage)

  4. New Shared Folder

  5. Shared Shortcut

  6. Creating Shared Folders • Create a Shared-Folder User Group • Create the shared folder • Share your shortcuts • Add/Manage Users in Your Share Group

  7. 2. Click on: Shared Folder Groups 1. Select the Manage Tab

  8. Click to Create Shared Folder

  9. Event Based Scheduling Events are triggered by DATA REFRESH Reports Scheduled to “run after” Events Useful for Scheduled Reports that are: needed ASAP (when scheduled), and data refresh frequently runs late A Timeout can be specified

  10. Must Coordinate With Publishers Contact Publisher – if you need Events Because: ONLY Publishers define events …based on their understanding of: the underlying data the methods used to refresh them, and the Report Objects in question Defined Events can be used by anyone …but publisher should be consulted! Contacting Publishers: http://kb.indiana.edu/data/alms.html

  11. Scheduling With Events • Create a Shortcut with desired Report Parameters • Schedule the Report as usual…except: • Choose “Run After” (in lieu of “Run At”) (On the schedule page) • Choose Events

  12. Publishing Events • Event Folder: Master Catalog / Manage mode • Create Event action • Owned by Publishing Group • …Lets create one!

  13. New Events Folder

  14. Publishing Checklist • Feedback on Publishing Status • Lists what has been done • Indicates missing items • Examples:

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