Default categories for users

You can manage the folder objects that users create (such as queries and sets) by requiring them to save them in specific categories. Categories appear to users as folders, with similar behavior to Windows Explorer folders, and users navigate the folders in a similar way.

About this task

Categories should be organized systematically for each iBase database, for example, by departments, functions or projects. A category can contain several levels of subcategories. If required, each user can have their own personal category in which their folder objects are saved or it can be shared with other users. If there is no personal category for the user, and the user does not specify a category when saving, then a folder object is saved in the default category specified in the Options dialog.

There are two ways of handling what happens when a user clicks Save:
  • Either, you set up iBase to prompt the user to specify a category for each new folder object that they save. The category defaults to their default category (or to the General category if the user does not have a default category).
  • Or, the folder object is automatically saved in their default category (or in the General category if the user does not have a default category).
Users can move folder objects between categories but they cannot rename existing categories.
Folder objects comprise:
  • Browse definitions
  • Queries and scored matching definitions
  • Report definitions
  • Import specifications and import batch specifications
  • Export specifications and export batch specifications
  • Charting schemes
  • Sets
  • Mapping configurations (if iBase GIS Interfaces are in use)
There are different types of access for folder objects.

Procedure

To define the name of the default category for a user:
  1. In the Security Manager in iBase Designer, select the user and click Edit.
  2. In the User dialog, enter the name in the Default Category box. The default category is the value as specified in the Options dialog if you leave the Default Category box blank.

What to do next

You can edit the name at any point but this will not update existing folder objects in the database. To apply the new category name to existing folder objects, you need to ask the user to recategorize them.