Data Refresh - Space Tools

Overview

v7.3.0+

Pages and blog posts automatically update their data for the following document management reports

However, sometimes the data is not updated if there are some unexpected errors or a lack of edit permissions by the user that triggers the update.

In those cases, the data in the space for the reports can be manually populated by running a space-level job using the Refresh Data screen in the space tools Document Management dashboard.

cdmdc_datarafresh_spacetools__doctasksreport_added.png

This option complements the option to run the space-level data refresh of page workflow properties through the URL.

Use the Report Data Population tab for Comala Document Management v7.2.3 and earlier.

When would I want to use this?

The data refresh option can be used to populate space properties data for the workflow properties for your pages and blog posts in a space if there are unexpected errors in Comala Document Management reports and report macros.

In addition to a whole space refresh of data, each workflow report and report macro (from v7.3.0) includes an option to Refresh Data for the report while viewing the report.

cdmdc_datarefreshsection_reports_reportmacros.png

To display this in-report data refresh option, hover over the displayed data in the report.

Running the space data refresh

In the space tools Document Management dashboard

  • choose Data Refresh option

  • choose the Data Refresh button

Pages with page-level restrictions may not have their data refreshed if the space administrator does not have edit permission for the page.

Impersonation group for Refresh Data v7.6.1+

To ensure the data refresh process has access to restricted pages, a global administrator can set a Confluence user group to impersonate a Confluence administrator when the data refresh process is executed in a space.

The Impersonation group for the Refresh Data option is available in the app global configuration (from v7.6.1 Data Center). If impersonation is required, it must be set for the instance by the global administrator before the data refresh process is run.