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