Shared Folder Overview

A “Shared Folder” is a customized folder within Enterprise Reporting that provides a department or business unit some measure of control over their reporting content. Shared Folder administrators are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. Shared Folder users can then view and execute those reports, as well as the Shared Folder content for other departments.

Shared Folders are requested by departments and created by UFIT/Enterprise Systems. Once a folder is created, the department must request ARS roles for the users and administrators through their Departmental Security Administrator (DSA).

Your Shared Folder Request Checklist

[ ] 1.	Complete the Shared Folder Request form below and submit via email attachment to UFIT at Reporting-Services@ufl.edu).

[ ] 2.	If approved, the request will be forwarded to the UFIT Security Groups for implementation. The approval and implementation process can take up to 5 business days.

[ ] 3.	You will be notified when the Shared folder and the Admin Role has been created. Upon notification, request the appropriate role assignments through your DSA.

Admin Role (Read/Write/Execute). You will receive this role name after the role has been created.

Remember that Shared Folder content is visible to all Enterprise Reporting users and executable by those with access to the data.
[ ] 4.	You (or the newsbox administrator) should notify departmental users that the newsbox is available for use.

Shared Folder Request Form

Department Name
Dept ID
Requestor Name
UFID
Title
Email Address
Reason

Designate Administrators:

Each SHARED FOLDER must have at least two Administrators – one Primary and one Backup.

Administrators have the ability to create an organizational folder structure within their SHARED FOLDER and can save objects within that structure (queries, views, etc.). Designate the Primary and Backup administrators for your SHARED FOLDER in the table below.

Note: Access to a SHARED FOLDER does not mean the user can execute all objects in it. Each query object is related to a query package with its own security. A user may need additional ER Roles in order to execute reports associated with those packages and may need to request those roles through their DSA.

Primary Admin
Dept ID
Department Name
Employee Name
UFID
Title
Email Address
Backup Admin
Dept ID
Department Name
Employee Name
UFID
Title
Email Address

P.O. Box 113359

Gainesville, FL 32611-3359

Submit requests to: Reporting-Services@ufl.edu

Robin Marrin

2017-04-20

Fiorello,Frances R

University of Florida