You can share records with other analysts in your organization who use the same i2 Analyze server. Records can also be shared between Analyst's Notebook and Web Client users.
About this task
You can select records from a chart to share with other users who are connected to the same i2 Analyze server. The data is packaged and shared using a URL with a time-sensitive unique identifier. Shared records must be from your current i2 Analyze deployment. You cannot share records from a different i2 Analyze deployment or from non-i2 Analyze sources such as i2 iBase.
Records are shared for seven days by default. If you want to change the number of days that records are shared for, ask your system administrator to change the value of the "chartlet lifespan" setting.
The ability to share records (and to view shared records) depends on your permissions. If you are unable to see or use Share Records, contact your system administrator to request a change to your sharing permissions.
Procedure
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To share records:
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On an open chart, select the records that you want to share.
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On the Publish tab of the ribbon, click Share Records. Alternatively, right-click a selected record and select Share records with others. If you exceed the number of records that can be shared, you are prompted to select fewer records.
Analyst's Notebook prepares the records for sharing and displays a dialog that contains a URL, an option to copy to the clipboard, and an expiry time for the link. From this dialog, you can also click See all active links to view all your sharing activity.
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Copy the URL. If you close the dialog without copying, you can't retrieve the URL (but you can create a new one). If you click See all active links, you can locate and copy the URL from the list in the browser.
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Send the URL to your intended recipients.
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To receive shared records:
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Click the shared records URL. In your browser, choose to 'Open in Desktop app'.
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Shared Records results list opens in Analyst's Notebook. The list is docked by default.
Note: Some i2 Analyze deployments require that in order to see the shared records at a particular URL, you must have permission to see all those records. Talk to your system administrator about the "chartlet record security" setting.
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Select records and copy them to the chart in the usual way.
Note: In its docked state, the Shared Records results stay open and available to copy. If you undock the results list, the window automatically closes when you copy the records to the chart. Records are not available to copy after the URL expires.
