Details on Document Properties – Library


The Library tab of the Document Properties dialog is where you handle settings for how the document should behave in the library. This is also where you can copy links to the analysis to be used in other analyses, or to be provided to other people.

To reach the Document Properties dialog:

  1. On the menu bar, select File > Document properties.

  2. Select the Library tab.

Library Tab

Option

Description

Library URL – Installed client

If the analysis has been saved in the library, this URL allows you to open the file in Spotfire. Copy the URL to share the link with a colleague.

Library URL – Web client

If the analysis has been saved in the library and access to the Spotfire web client has been configured, this URL allows you to open the analysis in the web client. Copy the URL to share the link with a colleague.

Remember personalized view for each web client user

Select this check box if you want to allow users to continue where they left off from one time to another when working on the analysis in the web client. For example, a user can open the analysis in the web client, change the view (by filtering out some data, for instance), close the analysis, and then open the analysis again with the same filter settings.

Note: To make sure this works completely, it is necessary to define key columns for all the data tables in the analysis even if they are embedded.

Allow users to add new bookmarks

The ability to add and modify bookmarks can be restricted on two levels: the user licenses and the property settings on an analysis level. This check box determines the analysis level settings based on the users' library folder permissions.

Clear the check box if you do not want anyone to be able to add bookmarks to the analysis.

Select the check box to allow some or all users to add bookmarks and specify the permitted level using the drop-down list:

Private bookmarks only (all users) – allows all users to add private bookmarks but no public bookmarks are allowed.

Private (all users), public (write permissions needed) – allows all users to add private bookmarks but only users with Modify folder permissions or higher will be able to make bookmarks public.

Private and public bookmarks (write permissions needed) – allows only users with Modify folder permissions or higher to add any bookmarks.

Private and public bookmarks (all users) – allows all users to add both private and public bookmarks.

Allow users to collaborate using conversations

Select whether or not you want users to be able to exchange information by starting conversations and adding replies within the analysis.

Allow web client users to open pages in new windows

Select whether or not web client users should be able to open analysis pages in new windows. Opening pages in new windows makes it possible to view different pages in a single analysis simultaneously.

Keep older versions of this file when saving

[Only applicable if library version history is enabled on the server.]

Select whether old versions of the analysis should be kept when saving the analysis.

By clearing this check box for very large (or less important) analysis files, you can keep the storage need for the library to a minimum.

If the file previously has older library versions saved, these versions will be kept until manually removed from the library; only future versions are affected when changing this setting.

Select preview image

Select whether or not to show a preview image for this analysis when browsing for analyses in the library.

Automatically – sets the preview image to a snapshot of the active page when saving the analysis to the library.

Manually – allows you to manually select a previously saved image.

(No preview) – use this option to prevent any preview image from being shown in the library.

Browse

When Select preview image has been set to Manually you can browse for an image to use in the preview.

Current preview image

Displays the currently selected preview image. If Select preview image has been set to Automatically and the analysis has not yet been saved to the library, then no preview will be visible. However, once saved to the library the active page when saving will be used as a preview image.

See also:

Details on Document Properties - General

Details on Document Properties - Markings

Details on Document Properties - Filtering Schemes

Details on Document Properties - Properties

Details on Document Properties – Scripts

How to Edit Document Properties

Manage Trust