You can share a project link (link to workflow + visualisations), or Report link (data visualisation only), both of which are hosted on your server. You need to make sure that your server is accessible to the intended recipients, who might be inside or outside of your company or firewall.


NOTE: These links can be managed using the Folder permissioning.




Project links


This link takes another user to your project, giving them access to both data workflow and reports. You can generate the link by copy/pasting the url from the browser address bar, when you open any existing project. It allows multiple users to collaboratively work on the same project or utilise a single workflow to generate multiple customised reports/dashboards for different purposes.



Report links



These are links to the individual Reports within the project. To generate a link - open the report you wish to share, then from the Report Settings menu (cog icon on the main toolbar of the report) go to the “Sharing” tab (see image).

From here you can create four different types of link:

  • Private (report only accessible within the workflow)

  • Link where access authentication is managed via the Server permissioning.

  • Link with username/ password protection (multiple users/passwords can be created with customised access permissions)

  • Public link - access to the report via this link is without restrictions, but subject to company’s server access settings (enabling external users to access the server location)


All links, apart from the ‘Private’, can give the recipients option to download report data in csv format or edit the report. Report administrator controls distribution of these rights, as well as the option that report edits by the recipients are synchronised with the master version and saved.



Portable formats


These are file formats the project or its components can be saved in, so you can send them to other users, or save as files on a shared location.


IOZ

IOZ is a portable project file, which contains all the data, the project’s workflow and reports.  


On open it will require the users to ‘import the project’. After that they will be able to access the workflow and all reports you have created, including the data you have executed in the Workflow. This is available from the File list page, and from the Workflow app toolbar.


IOD

IOD is Omniscope portable data file. It only contains the raw data and is a scalable streaming-based data format, used in a scenario where the user wants to capture the data for later use in Omniscope. 


While relatively small in storage size, the IOD file is fast to process in an Omniscope workflow as a source block.


To save the data in IOD format select the IOD file type in the File output block (green block in the workflow).

 

IOR 

IOR is Omniscope portable Report file. This file only contains an individual report, along with the data needed to power the visualisations. 


Use this if you wish to share report with with other users, and send it as attachment or store it in a file format.  It is a useful way of dealing with server access issues (e.g. recipient is outside the company’s firewall) or a method of preserving the report for consumption on a device without the internet connection. 


To create: Open the report you want to share, then from the Report Settings dialogue (cog icon on the main toolbar of the report) go to “Sharing” tab and click on the option ‘Save as IOR’ (see image above). File password protection is optional.