SAS BI: Easy Customizations for SAS Portal and SAS Web Report Studio

This post was kindly contributed by Business Intelligence Notes for SAS® BI Users - go there to comment and to read the full post.

Last week I talked about how you could customize the style sheet for Web Report Studio.  One reader,  Kushal Ramani, a SAS consultant from Epoch Research India, suggested that I list some other items that you can easily change in Web Report Studio and SAS Portal.  All of these changes require access to SAS Management Console – so if you don’t have that access you will need to work with your SAS site administration.  

Also I’m using SAS 9.3 – if you are using a previous version then your windows or these locations may be slightly different.

Change the SAS Portal Banner Title

You can make a small tweak to the SAS Information Delivery Portal to replace your organization’s name with the word “SAS Portal” as shown in the following figure.

It’s actually a change so simple it should probably be a sin.  You can find complete details in the SAS Usage Note 37734. Just open up SAS Management Console and do the following:

1. In the Plug-ins tab, go to Application Management > Configuration Manager.  Locate the Information Delivery Portal item in the list.
2. Right-click Information Delivery Portal 4.3 and select Properties.
3. From the Advanced tab, change the Portal.Banner.Title value to the name you want.
4. Restart the Web Services, which is JBoss for me.
5. Contemplate how easy that was.

 

Change the Web Report Studio Banners and Page Title 

You may want your Web Report Studio banner and page titles to reflect your organization.  Here’s what a standard Web Report Studio report page looks like and some examples of the changes you can make.  You can hide the Product Title and also change the tab to reflect your company name.  

 You can make these changes in the same place as the Portal change is made.  These changes affect all Web Report Studio reports and users.   Here’s how:

1. In the Plug-ins tab, go to Application Management > Configuration Manager.  Locate the Web Report Studio 4.3 item in the list.
2. Right-click Web Report Studio 4.3 and select Properties.
3. From the Advanced tab, do the following:
   1. Add a new property called webreportstudio.page.title.text and set the value to what you want to appear in the tab.
   2. Add another new property called wrs.banner.product.title.hide and set the value to true.
4. Restart the Web Services, which is JBoss for me.
5. It’s okay if you tell your boss you need the afternoon off due to the tremendous stress from making these changes.  It’s our secret!

Prefer a More Bare Look?

Maybe you don’t want any branding or notices on your web reports. You might prefer a reports looks more like this image:

This is also a simple property change.  Again this change affects all reports and all users.  The property is called wrs.banner.hide.all and you set it to true.  This property will override other banner properties – so it doesn’t matter if you leave the other property set to true.

In an earlier post, Steve Overton offered the steps for Adding Confidentiality Disclaimer. You can find complete details and a few more properties in the SAS Web Application Administration Guide. 

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This post was kindly contributed by Business Intelligence Notes for SAS® BI Users - go there to comment and to read the full post.