These process assumes that you have report developer access to Cognos and Tableau. - Contact your local Departmental Security Administrator (DSA) or local IT Support Team to request a new AD group be created. Find your DSA by email lookup or by your department.
- BIA recommends creating two AD groups per folder: FolderName_BI_Developer and FolderName_BI_Consumer.
- FolderName_BI_Developer will be for report developers on your team who want to publish reports to that folder.
- FolderName_BI_Consumer will be for consumers who will be able to run and interact with the report.
- Email busintel@ucsd.edu with the name of the Team Folder you would like created and the name of the AD group you would like added to that folder.
- Example: Please create a new folder called "EcoTime Reports" and allow AD group "EcoTime_BI_Developer" to publish reports to this folder in DEV and QA. Please also allow "EcoTime_BI_Developer" to view these reports in PROD.
- Move your reports into your new folder.
- For Tableau, publish directly to the folder in Tableau Production.
- For Cognos, save your report to the folder in Cognos DEV. Email busintel@ucsd.edu to have your reports within your new Team Folder migrated into Cognos QA (1st time only - user can complete the migration after that) or Cognos Production (every time).
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