KB220908: How to Set the Default Refresh or Re-run Document Preference Setting with MicroStrategy Web SDK 9.4.1

In Strategy Web there is a project level preference under Preferences > General > Refresh report to either:

1. Retrieve data from the latest valid Intelligence Server cache
2. Re-run against the warehouse.

 
In a document, the "Refresh" button corresponds to the first option in the Preference.

 
The "Re-run" (Re-execute) button corresponds to the second option in the Preference.

 
The icon is the same, but have different actions depending on the Preference setting.
 
There is also a "Web re-execute report against warehouse" user privilege under Web Reporter. To ensure that only users with the "Web re-execute report against warehouse" privilege can see the latest data from the data sources when they select Refresh, select Re-run against the warehouse (option 2). When this option is selected:

1. For users who have the "Web re-execute report against warehouse" privilege: The Re-run Report option is available in the Data menu, but the Refresh option is not. Users can re-run the report with data from data sources by selecting Re-run Report.
2. For users who do not have the "Web re-execute report against warehouse" privilege: The Refresh option is available in the Data menu, but the Re-run Report is not. Users can refresh the report from its cache by selecting Refresh.

Developers may want the preference to be set for users by default. This can be done by changing the sys_definitions.xml with the following customization:

1. Launch the Web Customization Editor.
2. Create a new plug-in and give it a meaningful name. (For step by step instructions on creating a new plug-in, please navigate toHome > Web SDK > Customizing Strategy Web > Web Customization Editor > Features and Customizable)
3. Click in Strategy Web Configurationinside the Application Settings view to expand the hierarchical tree. The expanded list comprises the different settings that can be modified to perform customizations.
4. Navigate to Web Configuration Settings > System Definitions.
5. Locate 'reportReexecute 'and open it to edit.
6. Change the scope to “server” and value to "0" or "1".

0= Retrieve data from latest valid IS cache

1= Re-run against the warehouse.

1. Save changes and restart Web to see the change take effect.

The example provided in this document is provided “as-is” and user has read the following customization warning:
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ADDITIONAL INFORMATION:
The Strategy SDK allows you to customize several Strategy products and extend and integrate the Strategy business intelligence functionality into other applications. However, before changing the way Strategy products look or behave, it is helpful to understand how the application is built. For more information regarding the Strategy products or the process of customizing Strategy products, please refer to Strategy Developer Zone (https://developer.Strategy.com).
To access the Strategy Developer Zone, you must have access to the Strategy Knowledge Base, you must have purchased the Strategy SDK, and you must be current on your Strategy maintenance agreement. If you are a US-based business and believe that you satisfy all three of these conditions but you do not have access to the Strategy Developer Zone, please contact Strategy Technical Support at support@Strategy.com or at (703) 848-8700. If you are an international business, please contact Strategy Technical Support at the appropriate email address or phone number found at https://www.Strategy.com/us/services/support/contact.
CUSTOMIZATION WARNING:
This customization is provided as a convenience to Strategy users and is only directly applicable to the version stated. While this code may apply to other releases directly, Strategy Technical Support makes no guarantees that the code provided will apply to any future or previous builds. In the event of a code change in future builds, Strategy Technical Support makes no guarantee that an updated version of this particular customization will be provided. In the event of a code change in future builds, Strategy may not be able to provide additional code on this matter even though this customization is provided at this time for this specific build. For enhancements to this customization or to incorporate similar functionality into other versions, contact your Account Executive to inquire about Strategy Consulting assistance.