Bookmark Folder Location

Has anyone had any issues or experience with the Bookmark Folder Location and Bookmark Default Collection attributes?

We are revamping our Bookmarks so I have an opportunity to configure these to be scalable and eventually shareable. The documentation is very generic in regard to these attributes and I'm wondering if I can avoid some pitfalls by asking the community about their experience with the configuration.

Here is our planned configuration:

BookmarkCollectionDefault="@Session.irisUser~"
BookmarkFolderLocation="@Function.AppPhysicalPath~\SavedBookmarks\@Session.siteId~\@Session.globalId~"

irisUser is a simple username (e.g. jstevens), siteId is a tenant GUID, and globalId is a user GUID so the resulting structure would be:
SavedBookmarks/10288355-34E3-4E29-809D-E142FAEE30E5/54BD70C8-E138-EC11-912F-005056A4568A/jstevens.xml

We also pass the Function.UserName in our SecureKey call which is the siteId_irisUser (e.g. 10288355-34E3-4E29-809D-E142FAEE30E5_jstevens). I'm told that we may want to use that in the BookmarkCollectionDefault for ease of sharing later, but I don't want that to share as the "Shared by..." value, so I don't see the benefit of switching from irisUser to UserName (unless there is something I'm missing completely here). We plan to eventually share Bookmarks within a tenant (not across tenants), so as long as we have the siteId in the structure, I should be able to add the siteId to the "isGroup" list for sharing with all users within that tenant/site, correct?

We are also mapping our folder to DB so this will all end up in a SQL Server table alongside our separate SSRM/InfoGo Bookmarks. I'm planning to make the same adjustments to our SSRM Bookmark Settings, but with a different foldername and username.

Any advice would be helpful!!

Thanks in advance,
Johnny

Glyn McKenna

Community team
Logi Composer Ninja
Logi Info Ninja
November 03, 2021 13:41

Hi Johnny,

Here are a couple of pointers for reference. There are two different situations and then some factors inside of those that might influence how you configure this. There is the SSRM implementation vs where you introduce self-service style features into a regular managed reporting web app (i.e. not using the SSRM package).

For SSRM, you will be advised to keep the Bookmark Collection attribute set to @Function.UserAccount~goCollection, however you can introduce levels of folder structure and parameterisation into the Bookmark Location attribute - whether this has been mapped to the database or if it remains on the file system. This will help with organisation, however the main point is if you don't maintain the @Function.UserName~ in the Bookmark Collection, you may run into issues with sharing.

If you're setting this up for the use of Dashboards and visuals in a regular Logi Info web app, it will depend on whether or not you enable sharing or not. If it is fully managed then you have more flexibility, however if you do introduce something like the Analysis Grid and you enable Bookmark sharing, I would recommend that you still set your Bookmark Collection with @Function.UserName~ to ensure it corresponds with the user names in the sharing lists. When sharing is one of those requirements, as a precautionary task I would spend some time testing that area and ensuring visibility of panels between users and groups of users is as expected.

If I've missed anything important please do add additional comments

Bookmark Folder Location

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