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Data Models

The Data model interface allows you to easily manage all the data models created on the Resource Portal. You can download or delete data models, search for any specific data model, or even sort the header information alphabetically or by the latest date by clicking on the specific header.

To Download Data Model

  1. On the Types tab of the Documents page, click Data Models.

  2. Click the Download buttonDownload Icon to save the data model on your system. The downloaded data model is saved as a .smdsc file.

To Delete Data Model

  1. On the Types tab of the Documents page, click Data Models.

  2. Click the Delete button Delete Icon next to the data model that you want to delete. Then, in the Delete Document dialog box, click the Ok button to permanently delete the data model from Admin Portal.

    Delete Data Model

  3. To delete multiple data models at the same time, click Show Checkbox button present at the top right portion adjacent to the search bar. It will enable the multi-select option.

    Delete multiple data models at the same time

  4. Select the data model that you want to delete and click the Delete selected documents button present at the top right portion adjacent to the Hide Check Box button. To select all the data models at once, click the first check box at the top, adjacent to the Name header.


    Delete multiple data models at the same time

To Edit Data Model Permissions

  1. On the Types tab of the Documents page, click Data Models.

  2. Click Show Check Box button present at the top right portion adjacent to the search bar.

  3. Select the data model for which you want to edit the permissions or categories.

  4. Select the Edit document permissions button Permissions Icon to edit data model permissions

    Editing Data Model Permissions on Admin Portal

  5. In the Permissions dialog that appears, set the Action option to any of the following options based on your requirements.

    • Add New Permission – Lets you define new sharing permissions for the selected documents.

    • Remove Existing Permissions – Removes the existing sharing permissions assigned to the selected documents.

    • Remove Existing And Add New Permissions – Removes the existing sharing permissions assigned to the parameter selected documents, and lets you define new permissions for them.

    Select Action

  6. Select the sharing permission which you want the roles to have on the selected documents -

    • Read - Permits the role(s) to view the document.

    • Read/Write - Permits the role(s) to view and edit a document.

    • Execute - Permits the role(s) to schedule reports and dashboards.

    • Full Control - Permits the role(s) to view, edit, execute a document, and re-share the document to another role.

      Note that if the shared document has references to other documents, the referenced documents will be granted Read permission (except for Datasource type documents, which will be granted Execute and Read Permissions).

    Select Permission

  7. Click OK.

To Edit Data Model Categories

  1. On the Types tab of the Documents page, click Data Models.

  2. Click Show Check Box button present at the top right portion adjacent to the search bar.

  3. Select the data model for which you want to edit the permissions or categories.

  4. Select categories icon Categories Icon to edit data model categories


    Editing Master Report Categories

  5. Click OK.