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Loading PODs

Overview

Working with PODs involves three main tasks: Creating PODs, Loading PODs, and Using PODs. After you've created a POD, you must load it so you or others can use it.

Video Instructions

Loading PODs Tutorial Video

Loading PODs - Global or Local?

Local

Adding a local POD is just for this individual report. You are the only person who will be able to use this POD. Local is files read and displayed only for the templates that have those filenames attached.

 

 

 

  • File / URL - click the Browse.. button to navigate to a local file or enter a local or public URL address to your POD RDL(x) file.
  • Protocol - this allows you to select the authentication you want to use to access your POD file if it is on a protected file system.
  • identity - this uses your currently logged in user's Windows Identity

  • basic - this uses basic authentication of a username and password in conjunction with those filed in the Credentials area.

  • sharepoint - this uses SharePoint authentication to access your RDL(x) file stored in your SharePoint repository.

  • windows - This uses Windows authentication with the username and password box to specify another Windows user.

  • Credentials
  • Use Windows Identity - Uses your currently logged in user's Windows authenticated identity.

  • Use Username/Password - Uses a specified username and password specified in the fields for each.

Remove Local

When launched, the window will show any local POD files and their full path in the window. Select which POD you want to remove and simply click Remove.

 

Global

Adding a global POD makes the PODs in each POD file available every time you open Microsoft Office (Word/Excel/PowerPoint). It is added to AutoTag itself so you and anyone else using AutoTag can access that POD. Global is a list of POD files (including directories) where those files are read and the PODs listed in the POD Bin for every template.

 

 

Note: The POD file itself is not put in the template, but the list of files attached are read from disk and the PODs in them are displayed in the POD Bin. Global & local is a way to tell a template what POD files to list in the POD Bin.

  • Add File - when clicked this will launch the Open File window which appears exactly the same as the Add Local Pod interface above.
  • Add Folder - launches a directory browser window where you will select which directory you want AutoTag to scan for RDL(x) files upon loading each time.
  • Refresh - This will scan the current files and directories and load any updated PODs within them.
  • Remove - This will allow you to remove the currently selected POD file or directory.
  • Close - This closes the Global PODs window.

Instructions

This example will demonstrate adding a local POD.

Remember that you must create a data source POD first in order for your other PODs to work. After following these steps for your data source POD, repeat for your doclet PODs.

Step 1 - Open a new document

Open a new document or report template. Click the Load PODs icon under the AutoTag Manager tab
 

  

Step 2 - Open the Add Local window

Once Add local is selected, a window will appear with any available PODs.
 

 
Select the POD you just created. In our example, it is the POD Example.rdlx POD. Click Open.

Step 3 - Verify the POD has been added

 
Click the POD Bin icon.


Your POD now appears in the POD Bin.
poddatasources4.PNG
 
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