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Member	bhushan.patki-bitwiseglobal - 12/19/2013 5:55:15 AM What is the best way for managing reports in Kentico CMS 7.0 ? What is the best way for managing reports ? Reports are in the form of pdf,ppt and dynamic reports can be handle in Iframe(Which come from other site).And reports can be access by some specific website user..

Kentico Customer Success

kentico_martind2 - 12/19/2013 6:43:28 AM

RE:What is the best way for managing reports in Kentico CMS 7.0 ?

Hello,

Could you please be more specific about your idea? Are you talking about the in-built reporting functionality or your totally custom reports in a files that are not related to Kentico functionality directly? Do you want just to store your "Report" files in the Kentico?

Best regards,
Martin Danko


Member	bhushan.patki-bitwiseglobal - 12/19/2013 6:55:56 AM RE:What is the best way for managing reports in Kentico CMS 7.0 ? I am talking about custom reports which are in the form of pdf,ppt or dynamic reports handle in iframe

Kentico Legend

Brenden Kehren - 12/19/2013 6:46:18 AM

RE:What is the best way for managing reports in Kentico CMS 7.0 ?

What I've done in the past is to create a webpart that handles all of this, especially if your reports are not stored within Kentico. You'd make your report website dynamic enough to accept some validation for a user or account and get the proper report by simply passing some of that data along. This beats having to import them all into Kentico and try working around permissions and all the other items.

Member

bhushan.patki-bitwiseglobal - 12/19/2013 7:01:09 AM

RE:What is the best way for managing reports in Kentico CMS 7.0 ?

Right now i am storing the reports in the following way-

1. Under root site(I am creating a new folder)
2. Under new folder click on new then select file.
3.My file store in CMS_tree table

my job is to display these store file in secured manner i.e Document shuold be visible only those which have permission

Kentico Legend

Brenden Kehren - 12/19/2013 8:30:39 AM

RE:What is the best way for managing reports in Kentico CMS 7.0 ?

How many documents are you talking about? Also how many different users or roles will have permissions to these files? Hundreds or thousands of users? Or simply everyone in role "ABC" has access to folder A and role "DEF" has is restricted from folder A but has to folder B.

If you can provide a better scenario I think I might be able to provide you a solution

Member

Bhushan - 12/19/2013 8:43:23 AM

RE:What is the best way for managing reports in Kentico CMS 7.0 ?

ok I am trying to give u better scenerio.

There are two types of Reports.

1. Free reports
All the report heads will contain a list of related reports. Each report will have a summarized report which will be refreshed monthly. This process is manual process. These reports are static PDF, PPT or similar reports. Only the registered users will be able to view these reports.

2. Subscribed reports
These are detailed reports and Client currently has a different secure site for these reports. W hen users subscribe to a specific report(s), they should see the detailed report(s). The detailed reports are present on another secure site which needs be rendered as an iFrame in the portal. The secure reporting site has its own authentication. Whenever a user subscribes to a specific report, an account with the reporting site will be setup manually. The account details will later be manually entered in the Kentico portal. If a user is a subscribed to a report, the Kentico portal should automatically authenticate the user and log him into the reporting site.
If a user is subscribed to only one report, then, he should see the page that a registered user will see for other reports.

Plz provide some guideline, i am new in Kentico..

Kentico Legend

Brenden Kehren - 12/19/2013 8:58:44 AM

RE:What is the best way for managing reports in Kentico CMS 7.0 ?

Use the Media Library then.

You'll have 2 libraries. The reason for 2 is because you can only set permissions at the library level and not the file level. The one library will have all the "free" docs. The second will have all the "subscribed" docs. In the permissions on the subscribed library you set the read/write permissions to the role you specify or create.

Then you create a page (or even 2) and specify permissions on one of them to have the same roles as the subscribed library. Then place web parts on the page to display the contents of the media library.

Good luck
Brenden

Member

Bhushan - 12/19/2013 9:31:31 AM

RE:What is the best way for managing reports in Kentico CMS 7.0 ?

Thanks
Brenden

It is valid for Free report means first library, because permission are same for all registered user.

But Paid reports which come from another site and we have to display in IFRAME and also check the permission that current user have access to these report or not.
In media library we can set the permission in library level but here we have to set the permission at report level.

Is there any other way??

Kentico Legend

Brenden Kehren - 12/19/2013 12:57:48 PM

RE:What is the best way for managing reports in Kentico CMS 7.0 ?

Sounds like the free reports will work fine in the media library.

In regards to the paid reports, where are the permissions set for the documents? Maybe I'll take a step back and ask are the reports personalized for an individual like an account statement? Or are they simply setup for a specific group of people, for instance if you paid for subscription A you get reports in folder A?

If you aren't looking specifically at getting a report for a specific user then you can still use the media library setup, just create multiple media libraries with permissions for each group of people or subscription. This way a single user can be assigned to one or many roles and have access to one or many document libraries.

When it comes time to set up the webparts on the page, the simple way would be to add a new webpart for each library or subscriber role and set the "show for roles" property to the role you want to have access to view the documents.

If you need to get individual reports for a specific person, then I'd suggest creating a webpart that gathers the current user and some custom properties you might need in order to retrieve those reports for that person directly from your 3rd party website.


Member	Bhushan - 12/20/2013 12:19:35 AM RE:What is the best way for managing reports in Kentico CMS 7.0 ? Thanks Brenden for responding.. Here the reports are not personalized for an individual, even multiple user can subscribe for a single report but the condition is that, these reports actually come from another site. so, in that case, how can we use media libraries??


Member	Bhushan - 12/20/2013 7:19:26 AM RE:What is the best way for managing reports in Kentico CMS 7.0 ? Thanks Brenden Finally i found solution

Kentico Legend

Brenden Kehren - 12/20/2013 8:14:37 AM

RE:What is the best way for managing reports in Kentico CMS 7.0 ?

Do you mind sharing what you found?

My thought for the 3rd party/secured reports was if you have permissions and simple authentication (just a general single user/pass combo) then you'd create a webpart for that and set the visible for roles property = a role you'd setup in Kentico. You'd have several roles and instances of this webpart on a single or multiple pages. The webpart would also have a property to define what group of secured reports will be retrieved.

Member

Bhushan - 12/23/2013 7:26:29 AM

RE:What is the best way for managing reports in Kentico CMS 7.0 ?

For Free Reports, I done my work with the media library,As per your suggestion security is accepted in library level.So it works fine for me.

And for Paid report, As per client requirement that, The detailed reports are present on another secure site which needs be rendered as an iFrame in the portal. The secure reporting site has its own authentication. Whenever a user subscribes to a specific report, an account with the reporting site will be setup manually. The account details will later be manually entered in the Kentico portal. If a user is a subscribed to a report, the Kentico portal should automatically authenticate the user and log him into the reporting site.

For these, i created 2 custom tables, Reports and Acess_Reports,And generate a sql query that contain the reports detail for only those user which subcribe for that report and by using transformation i called one method which can verify the user and his role for accessing the report.And after that just creating the basic repeater and report detail rendered in my page into iframe tag..

I am also trying to implement your suggestion,

Thanks
Brenden