Certify dossiers in MicroStrategy

Certify Dossiers in MicroStrategy Web

Dossiers can be certified for an environment by users with certain permissions. Certified items have typically been reviewed by trusted members of your organization and are considered official sources of content, based on reliable data.

Two of the Security Role which have the ability to certify dossiers:

Application Administrator - Users granted this role have access to all application specific tasks.

Certifier - Users granted this role can certify objects in addition to the authoring capabilities.

Follow the steps below with a user who has  Certifier privileges which has been added newly
Users without certifier/application administrator privileges will not see the option to certify.

• In MicroStrategy Web, right-click on a dossier and select Properties.

 

• Check the Certified option and click Ok.

 

• Navigate to MicroStrategy Library and users will see the orange certified flag displayed for the dossier.

Dossiers can be certified for an environment by users with certain permissions. Certified items have typically been reviewed by trusted members of your organization and are considered official sources of content, based on reliable data.

The Marketing department can publish a certified dataset, providing other users with a shared and reliable source of data that has been vetted through the organization's processes.

To certify a dossier in Desktop application

1. Open the Desktop Window with the Navigation pane in Smart Mode.
2. In the Navigation pane, click Dossiers. You can only certify dossiers in the Dossiers area of the Navigation pane.
3. Right-click the dossier you want to certify.
4. Click Certify. A badge icon appears on the item to indicate that it is certified.
5. Hover over the badge to see when the item was certified and by whom.

How to Certify Dossiers, Documents, Reports, Datasets, and Cubes

Dossiers, documents, reports, datasets, and cubes can be certified by users with certain permissions. Certified items have typically been reviewed by trusted members of your organization and are considered official sources of content, based on reliable data.

For example, the Marketing department can publish a certified dataset, providing other users with a shared and reliable source of data that has been vetted through the organization's processes.

To Certify a Dossier, Document, Report, Dataset, or Cube in a Workstation

1. Open the Workstation window with the Navigation pane in smart mode.
2. In the Navigation pane, click Dossiers, Documents, Reports, or Datasets. You can only certify dossiers, documents, reports, datasets, and cubes in the corresponding Dossiers, Documents, Reports, and Datasets areas of the Navigation pane.
3. Right-click the dossier, document, report, dataset, or cube you want to certify.
4. Click Certify. A badge icon appears on the item to indicate that it is certified.
5. Hover over the badge to see when the item was certified and by whom.