Disable New Document button in InfoView

server administration XI Server Discussion
1

I’m running BOXI Enterprise on .net and I’ve managed to customize certain features of InfoView, but I can’t find how to disable the “New” button for creating new documents. I can disable the “Send” button (right next to it) via the CMC.

Does anyone know how to disable the New button? I have a set of users that need to have read-only access to content.

Any help greatly appreciated.

Thanks,
Dan

danorat (BOB member since 2005-12-02)

2

I don’t think you can disable that button. It is because it will disable all documents in Infoview. If you do not want the user to create webi document for example, you have to set the proper right in CMC.

substring :us: (BOB member since 2004-01-16)

3

Take a look at this post.

Hope it helps

Copper (BOB member since 2005-11-10)

4

Be real careful of what you hide on the dropdown menu. The items that were removed from the XML file will disable the corresponding document objects in Infoview for everyone.

I thought of suggesting that initially, but changed my previous post because of that.

substring :us: (BOB member since 2004-01-16)

5

Hi Substring,
I followed the thread (above) and tried changing the headerplus.aspx.
This provides some capability to not load the submenu. But this applies to everyone, and I’m just looking to prevent a group of users from being able to post content to BOXI. (seems like it would be a common requirement)

What XML file are you referring to?

-D

danorat (BOB member since 2005-12-02)

6

The XML is \Business Objects\Tomcat\webapps\businessobjects\enterprise115\desktoplaunch\WEB-INF\classes\META-INF\CrystalEnterprise.Webapps\eportfolio\config.xml.

As I have said, be real careful on removing items from the XML file. The absence of the item on this file will actually disable those object in Infoview. And this applies to everyone.

You should use CMC to control what users can or cannot create in Infoview. For example, if you take away the permission of a user to create webi document in CMC, webi will not be shown on the dropdown menu. I believe that is the better way to control, and not by using the XML file.

substring :us: (BOB member since 2004-01-16)

7

Hi Substring,
Thanks, you’ve been very helpful!

I have turned off the ability to create a webi document through the CMC.

The New button in InfoView provides the user the ability to create hyperlinks and upload Excel files, Word documents, pdf’s, etc… as “Documents from Local Computer”. I want to prevent a certain group of users from being able to upload this type of content as well.

Does this make sense?

-Dan

danorat (BOB member since 2005-12-02)

8

Since some people can create hyperlink but some people cannot, you cannot do it on the XML file. Again, the permission to create objects should be done in CMC. For those who cannot create hyperlink, although it is on the dropdown menu, the user will get an error message when he/she tries to create one. The message is something like this…
An error occurred at the server : Sorry, you do not have the right to ‘Add objects to the folder’ (id - 1) for ‘<folder name’ (id - xxxxx). Please contact your system or permissions administrator if you require this right.

Of course, it would be nice if the users cannot even try, but we have to work with what we have. Prompting error message when the user does not have the right is good enough for me.

In my humble opinion, it is a training issue. You need to teach the users not to try certain things as they will get error prompts.

Hope this helps.

substring :us: (BOB member since 2004-01-16)

9

Hi Substring,
Thank you very much for your help. I guess my question boils down to where can I disable the ability to create hyperlinks in the CMC?

To take Web Intelligence out of the New button: I “Explicity Deny” the Create Document privilege for Web Intelligence in Advanced security in the CMC. This works fine.

To take hyperlink out of the New button: I don’t see anywhere in the CMC to Explicitly Deny Create Hyperlink or Create Document for Excel…

Where is the privilege in the CMC for hyperlinks for example as you referred to?

Thanks again for your patience with me on this.

danorat (BOB member since 2005-12-02)

10

as of today, I still have not figured out how to disable “document from local computer” using the CMC. This is a huge problem for us since we cannot allow our users to upload agnostic documents.

G :hb: :hb:

gorthous :chile: (BOB member since 2004-11-10)

11

Hi Gorthous,
If you find a way, either via CMC or otherwise, please post back with it! I will do likewise.

Thanks,
-D

danorat (BOB member since 2005-12-02)

12

Try this…

  • stop tomcat and the CMS from the CCM
  • go to C:\Program Files\Business Objects\Tomcat\webapps\businessobjects\enterprise115\desktoplaunch\WEB-INF\classes\META-INF\CrystalEnterprise.Webapps\ePortfolio\config.xml
    -open the file config.xml, make a copy of the file for backup purposes and delete the the associated pluggins you don’t want to show up in InfoView option I.E:

    CrystalEnterprise.Excel

    -start tomcat and the CMS from the CCM
    -open infoview and you won’t see these options anymore the only thins is that you will remove this option for all your users but you will prevent the upload of any agnostic documents at all.

GAbo :wink:

gorthous :chile: (BOB member since 2004-11-10)

13

Denying the “Add object to folder” permission will prevent the user from adding ANY object to the folder to which you apply the setting.

This includes “Documents from local computer” and URL links.

meumax :australia: (BOB member since 2006-07-28)