EDDIE - How to Edit Shared Unit Folders

If your unit would like to create a Shared Unit Folder, please follow the steps in the article below:

How to Create a Shared Unit Folder  

Shared Unit Folders will be in a single Public Folder, with subfolders following a [Campus abbreviation(UIUC, UIC, UIS, SO)][space][Unit Name] naming convention. For example, UIC College of Nursing, or UIUC DIA.

These main Shared Unit Folder names (i.e. UIUC College of Media) will not be editable by units after they have been created. However, units will be able to add/edit a subfolder structure, add/edit documents to these folders, and manage which users have access to which folders/subfolders.

Managing Users

All Public Folders and Subfolders have two groups associated with them in EDDIE:

• The Publishers group contains users who can save documents to the folder and edit existing documents within the folder.
• The Refreshers group contains users who can refresh the data in the queries, but cannot edit or save documents to the folder.

Units will use Active Directory (AD) Security Groups to manage the users who can access their Shared Unit Folder and any subfolders contained within. One AD Group will be associated with the Publishers group in EDDIE and the other with the Refreshers group.

Your unit's Organizational Unit (OU) Administrator will be able to add and remove members, as well as create these AD Groups.

Subfolders, by default, inherit the groups from the 'parent' folder, but additional AD Groups can be created and tied to your unit's subfolders, if that division of documents is needed within the unit.

NOTE: Access to a Shared Unit Folder does not grant access to the data contained in the reports, and each user must independently have the appropriate data security authorizations to run or refresh reports.

Managing Subfolders

1. Login to EDDIE.
2. Select the Folders tile on the homepage.
3. Expand Public Folders in the menu on the left.
4. Navigate to the Shared Unit Folders folder, expand it and click on your unit's folder.

Creating a Subfolder

• With your unit's shared folder (or whichever 'parent' folder you're wanting to add a subfolder to) highlighted in the pane on the left, click the ADD icon in the top right corner of the window, and choose New Folder. Enter a name for the subfolder, and click Save.

Editing the Name of a Subfolder

• Right-click the subfolder in the pane on the right and select Properties. Edit the Title field and click Save.

Deleting a Subfolder

• Right-click the subfolder in the pane on the right and select Delete. Click OK in the confirmation box.

Managing Documents

Adding Documents

Documents already in EDDIE

1. Any member of the folder's Publishers group will have the ability to save documents to the folder.
2. Existing documents, and documents created in the future, can be saved directly to the Shared Unit Folder.

NOTE: Because other users of the Shared Unit Folder may not have access to the data being displayed in the reports, the data should be purged from the document prior to saving.

Local Documents

1. Local documents that are stored on a user's desktop, a Box folder, a shared network drive, etc., can be saved to a unit's Shared Unit Folder using the Web Intelligence Rich Client.
2. Any member of the folder's Publishers group can open the Rich Client application, login, and open the document they want to add to their Shared Unit Folder.
3. Click the arrow next to the Save icon and choose Publish to BI Platform Repository.
4. Expand Public Folders > Shared Unit Folders > your unit's folder you want to add the document to, and click Publish.