Configuring File Resource Profile Bookmarks
When you create a file resource profile, the system automatically creates a bookmark that links to the primary resource that you specified in the resource profile. The system enables you to modify this bookmark as well as create additional bookmarks within the same domain.
When configuring bookmarks, note that:
- You can only assign bookmarks to roles that you have already associated with the resource profile-not all of the roles defined in the system. To change the list of roles associated with the resource profile, use settings in its Roles tab.
- Bookmarks simply control which links to display to users-not which resources the users can access. For instance, if you enable access to a Windows directory but do not create a bookmark to that directory, users can access the directory through Windows Explorer.
- You cannot create bookmarks that link to additional servers defined through file access control autopolicies.
- If you use a bookmark to reference a file shortcut, note that the system only displays bookmarks with shortcuts to files or folders on a network share such as \\server5\share\users\jdoe\file.txt. However, the system does not display bookmarks with shortcuts to local directories such as C:\users\jdoe\file.txt.
To configure file resource profile bookmarks:
- If you want to create a resource profile bookmark through the standard resource profiles page:
- Navigate to the Users > Resource Profiles > Files > Resource Profile Name > Bookmarks page in the admin console.
- Click the appropriate link in the Bookmark column if you want to modify an existing bookmark. Or, click New Bookmark to create an additional bookmark.
Alternatively, if you want to create a resource profile bookmark through the user roles page:
- Navigate to the Users > User Roles > Role Name > Files > Windows Bookmarks page in the admin console.
- Click New Bookmark.
- From the Type list, choose File Resource Profile. This option appears only if you have already created a file resource profile.
- Select an existing resource profile.
- Click OK. If you have not already associated the selected role with the resource profile, the system automatically makes the association for you. The system also enables any access control policies for the role that are required by the resource profile.
- If this role is not already associated with the selected resource profile, the system displays an informational message. If you see this message, click Save Changes to add this role to the resource profile's list of roles and to update the profile's autopolicies as required. Then, repeat the previous steps to create the bookmark.
When you create a resource profile bookmark through the user roles page (instead of the standard resource profiles page), the system only associates the generated bookmark with the selected role. The system does not assign the bookmark to all of the roles associated with the selected resource profile.
- Optionally change the name and description of the bookmark. (By default, the system populates names the bookmark using the resource profile name.)
- In the File Browsing Path field, add a suffix to the resource if you want to create links to sub-directories of the resource defined in the primary resource profile.
Make sure to enter a unique server and path in this field. If you create two bookmarks that contain the same concatenated server and path string, the system deletes one of the bookmarks from the end-user view. You will still be able to see both bookmarks, however, in the administrator console.
- In the Appearance section, choose one of the following options:
- Appear as bookmark on homepage and in file browsing - Select this option if you want the bookmark to appear both on a user's welcome page and when browsing network files.
- Appear in file browsing only - Select this option if you want the bookmark to appear only when users are browsing network files.
- If you are configuring the bookmark through the resource profile pages, under Roles, specify the roles to which you want to display the bookmark:
- ALL selected roles - Select this option to display the bookmark to all of the roles associated with the resource profile.
- Subset of selected roles - Select this option to display the bookmark to a subset of the roles associated with the resource profile. Then select roles from the ALL Selected Roles list and click Add to move them to the Subset of selected roles list.
- Click Save Changes.