1.
Open the document library
you want to use for publishing a link to the Management Reporter report library.
You must be logged in as an account assigned to the Design permission level, or
have at least the Manage Web Site permission granted.
2.
Click Library
3.
Click Library Settings
4.
In the General Settings
section, click Advanced Settings
5.
In the
Content Types section, set "Allow management of content types" to Yes. By default, this is set to
"No."
6.
Click OK to return to the Document Library Settings page.
7.
There will now be an
additional section titled "Content Types." There is one content type
named "Document" that is added
by default. You will now have to add an additional content type. Click Add from existing site content types.
8.
Select All Groups under Select site content types from.
9.
Click to select the Link to a Document content type, click Add and then click OK.
10.
On the document library
settings page, you will now see two content types: Document and Link to a
Document.
Prepare the SharePoint
2010 document library to enable publishing of content by the Management
Reporter 2012 Process Service account
1.
Determine the account
associated with the Management Reporter 2012 Process Service.
a.
On the Management Reporter
2012 server, click Start, point to Administrative Tools and then click Services.
b.
Locate the Management Reporter 2012 Process Service.
c.
Right-click the Management Reporter 2012 Process Service
and select Properties.
d.
Click the Log On tab.
e.
Record the domain account
that is listed.
Note If a domain account is
not selected for the Management Reporter 2012 Process Service, publishing a
link to a Management Reporter 2012 report to SharePoint 2010 may not work
without special configuration that is not covered by this guide.
2.
Open the document library
you want to use for publishing a link to the Management Reporter report
library. You must be logged in as a user account that has the Manage Permissions site permission, or be
a user who has Full Control permissions such as the “Site Owners” group.
3.
Click the Library tab
4.
Click Library Settings
5.
Click the Library Permissions icon in the
Settings section of the toolbar
6.
Depending on the
permissions assigned to the document library, one of the following will be
true:
The document library is configured to inherit permissions from its parent.
If this is true, you will see a message that states This library inherits permissions from its parent.
a.
The document library is not
configured to inherit permissions. If this is true, you will see a message that
states This library has unique
permissions.
b.
You have two options to
configure permissions for the document library: Stop inheriting permissions
from the parent object and create unique permissions; or manage permissions for
the document library and all other objects at the parent level.
i.
If you want to stop
inheriting permissions from the parent object and create unique permissions,
continue to step 7 option 1.
ii.
If you want to manage
permissions for the document library and all other objects at the parent level,
continue to step 7 option 2.
7.
Options to configure
permissions for the document library:
a.
Option 1: Stop the document library from inheriting permissions from
the parent
i.
Click Stop Inheriting Permissions
ii.
Click OK to the warning that unique permissions will be created
i.
The document library will
now update to say This library has
unique permissions. Go to step 8.
b.
Option 2: Manage permissions for the document library and all other
objects at the parent level
i.
Click Manage Parent
ii.
Go to step 8.
8.
Configure permissions for
Management Reporter Process Service account
a.
Click Grant Permissions to open the Grant Permissions Window
b.
Click the People Picker icon to search for the
Management Reporter 2012 Process Service account
c.
Type the account name for
the Management Reporter 2012 Process Service and press Enter to search. In the
results returned, select the correct account name, click Add and then click OK.
d.
In the Grant Permissions
section, click Grant Users permission
directly and check Design.
Note You may also add the
Management Reporter 2012 Process Service account to a SharePoint 2010 group
that provides the Design permission. By default for most sites, the Design
permission is not provided to a group.
e.
Click OK.
