Specifying the Report Access Identity

The report access identity is the identity that is used for transferring reports from the reporting services to M-Files Desktop and for reading them.

Follow these steps to specify the report access identity:

  1. Open M-Files Admin.
  2. In the left-side tree view, expand a connection to M-Files Server.
  3. In the left-side tree view, expand Document Vaults, and then expand a vault.
  4. Still in the left-side tree view, select Reporting and Data Export and then click Specify Report Access Identity on the task area.
    Result:The Specify Report Access Identity dialog is opened.
  5. Select either:
    • Windows user identity: Select this option to access reports via the Windows user account. This is the recommended choice in a Windows domain environment.
      or
    • Specific identity: To define a specific identity for accessing reports, select this option and enter the username and password of the identity in the Username and Password fields. The identity can be a local Windows account, a domain account, or some other account recognized by the reporting service. The reporting account to be specified should have only limited access permissions to the reporting services. Check the The account specified is an external account (e.g., Microsoft Azure SQL Reporting) check box if the specified account is an external account.
  6. Click OK to close the Specify Report Access Identity dialog.
The report access identity that you have specified is now used for transferring reports from the reporting services to M-Files Desktop and for reading them.