Prepare the SharePoint 2010 document library to enable the “Link to Document” content type

 

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.