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For the latest content, please go to the user guide for M-Files Online. For information on the supported product
versions, refer to our lifecycle policy.
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:
Open M-Files Admin.
In the left-side tree view, expand a connection to M-Files server.
Expand Document Vaults.
Expand a vault.
Select Reporting and Data Export and then click
Specify Report Access Identity in the task area.
Result:The Specify Report Access Identity dialog is
opened.
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.
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.
