Sharing insights

iPortal supports sharing insights created by DataInsights. The insight sharing scopes include: private, public search/view/edit, designated search/view/edit. When creating an insight or editing an existing insight, you can set sharing scope within DataInsights WebApp. For insights that have been added to iPortal, you can also set sharing scope in "Resource Center > Insight > My Insights" after logging in. Once set sharing scope, the designated users can access it from "Resource Center > Insight > Public / Shared with Me / My Organization / My Groups", then edit the insight in DataInsights WebApp.

Insight sharing scope

• Private: The default sharing scope is private. Only the author and the administrator who has resource management rights are allowed to view/edit/delete the insight, view/edit the details of the insight and change the sharing settings.
• Public Search: All users (including anonymous users) can search and view resource details, but cannot view the resource. The shared user needs to apply for resource authorization for view permission.
• When sharing public search permission, you can also share the view permission with designated departments/groups/users.
• Public View: All users (including anonymous users) can view resource details. When sharing public view permission, you can also share the edit permission with designated departments/groups/users.
• Public Edit: Allows all users (logged-in users only) to edit.
• Designated: the designated one can be a department, a group, or a user.
• When choosing "Designated Search/View/Edit", the designated department/group/user can search/view/edit the shared insights in "Resource Center > Insight > Public / Shared with me / My Organization / My Group".
• The designated department option requires that the administrator has enabled the organizational structure (disabled by default) and turned on sharing to department configuration in the iportal.xml configuration file (turned off by default).
• The designated group option requires that you have joined at least one group (either as a group creator or a group member) and have permission to contribute resources. That means only groups to which you have permission to contribute resources will be listed. For more information about creating, joining and using groups, please see: Use group. Meanwhile, the administrator needs to turn on the Share to Group configuration in the iportal.xml configuration file (turned on by default).
• The designated user option requires that the administrator turns on the Share to User configuration in the iportal.xml configuration file (turned on by default). The administrator can also configure in the iportal.xml configuration file whether to list all users when sharing to designated users. If the number of users is large, the administrator can also set the search mode to fuzzy match in the iportal.xml configuration file to improve the efficiency of the search.

Sharing steps

1. After logging in, click on "Resource Center" > "Insight" in the top navigation bar to access the insight Resources page, and then click "My Insights" in the secondary navigation bar to access the My Insights page.
2. In list view mode, click on the icon in the action bar of the specific insight resource. In grid view mode, click on "..." in the bottom right corner of the card and select "Share" to enter the sharing settings page.
3. If the resource is private now, click on the "Sharing" button and select the sharing scope "Public View", "Public Edit" or "Designated".
4. If the resource is shared now, you can change the sharing scope directly; or click the "Share" switch to turn off the sharing status of the resource. Click the "Save" button to take effect.
5. If you set the sharing scope to "Public Search", click the "Save" button directly to take effect. You can also assign the view permission with designated objects when sharing the public search. Click "Add department / Add group / Add user" to add the objects to be shared. Once added, the page will list the shared objects that have been added. You can delete a single shared object or select multiple shared objects to delete in batch. Click the "Save" button to take effect.
6. If you set the sharing scope to "Public View", click the "Save" button directly to take effect. When setting "Public View", you can also specify departments/groups/users to edit the dashboard by clicking "Add department / Add group / Add user". Once added, the page will list the objects who have edit permission. You can delete a single shared object or select multiple shared objects to delete in batch. Click the "Save" button to take effect.
7. If the sharing scope is "Public Edit", click the "Save" button directly to take effect.
8. If you set the sharing scope to "Designated", you need to click "Add department / Add group / Add user" to add the objects and set search/view/edit permissions. Once added, the page will list the shared objects that have been added. It supports modifying the spatial extent of a shared object and deletion of a shared object one by one or in a batch. Click the "Save" button to take effect.

Note: If your insights contain associated resources whose sharing permissions do not match, you will also need to choose whether to update the sharing permissions for these resources simultaneously when setting up sharing.