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Section 8 Special Administrative User Account
Section 8 Special Administrative User Account
With every installation of LISTSERV Maestro, a special user account for the system administrator is available. From this account, it is possible to archive delivered jobs and import jobs from the archive back into LISTSERV Maestro. The administrator can also change the ownership of a job, report, sender profile, drop-in content element, or recipients target group.
To access this account, log into the Maestro User Interface (LUI) as an administrator, using admin in the User field, and then typing in the administrator password that was configured in the Administrator Hub.
8.1 The Toolbar
The Toolbar contains menus and icons that give you quick access to the different functions in LISTSERV Maestro. The menus may vary slightly for the administrator.
Figure 8-1 The Toolbar
The Mail Job menu lets you create a new job, view a list of open jobs (jobs that you have not finished setting up the criteria for), view a list of ongoing jobs (jobs that repeat), and a list of completed jobs. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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New – Create a new job.
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Import – Import a previously archived job from the archives.
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Open Jobs – Display the list of open jobs that have not been authorized for delivery.
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Ongoing Jobs – Display the list of ongoing jobs that are authorized for delivery and that are currently being processed or awaiting delivery.
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Completed Jobs – Display the list of completed jobs that have been delivered or closed after a delivery failure.
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Archived Jobs – Display the list of archived mail jobs.
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Job Info – Define the general information of the email job, such as the job title.
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Copy Settings From Other Variant – Copy the job definition settings from another variant job of the same A/B-split job to the current variant job. The copied settings will include the message definition, tracking definition, sender definition, and test delivery definition.
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Authorize Delivery – Authorize the job for delivery.
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Authorize Sampling Variant Delivery – Authorize the sampling variant jobs of an A/B-split job with Sampling for delivery.
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Authorize Main Variant Delivery – Authorize the main variant job of an A/B-split job with Sampling for delivery.
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Team Collaboration – Define the team collaboration settings for the job.
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Revoke Send Authorization – Revoke the delivery authorization of the job.
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Revoke Authorized Variants of A/B-Split Jobs – Revoke the delivery authorization of all authorized variant jobs of an A/B-split job.
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Stop Sending – Stop delivery of the job.
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Re-Open Job – Re-open the job for further editing.
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Close Job – Close the job in its failed state.
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Close All Open Variants of A/B-Split Job As Failed – Close the open variant jobs of an A/B-split job as failed.
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Retry Sending – Retry the delivery of the failed job.
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Resume Sending – Resume the delivery of the job to the pending recipients.
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Move Job to Archive – Move the selected mail job to the archive. An archived job will no longer be accessible in the normal LISTSERV Maestro User Interface; it will appear as if the job was deleted. Only the LISTSERV Maestro administrator can import an archived job. Also, an imported job will be “frozen” into the state that it had when it was initially archived (for example, no more tracking events will be collected for this job).
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Delete Job – Delete the job.
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Multiple Job Actions – Work with one or several jobs at once with one of the following options:
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Edit Category of All Selected Jobs – Edit the job category of all selected jobs.
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Edit Team Collaboration of All Selected Jobs – Edit the team collaboration settings of all selected jobs.
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Move All Selected Jobs to Archive – Move all selected jobs to the archive.
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Delete All Selected Jobs – Delete all selected jobs (not recoverable).
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Select All – Select all jobs in the current job list.
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Unselect All – Unselect all jobs in the current job list.
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Enable Multiple Job Actions – Enable the multiple job actions. Checkboxes will appear next to every job, allowing multiple job selection, and the Multiple Job Actions menu will be displayed.
Note: By default, multiple job actions are disabled and the menu contains only the Enable Multiple Job Actions option. By selecting this option, multiple job actions become enabled, which has two effects: The menu now contains more options (with various actions that can be applied to several jobs at once), and in the job list, a checkbox is shown in front of each listed job. Check those jobs that you want to manipulate, then select the desired option from the Multiple Job Actions menu. This action will then be applied to all selected jobs.

For the administrator, the multiple job actions are always enabled and can not be disabled.
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Disable Multiple Job Actions – Disable the multiple job actions. Checkboxes and the Multiple Job Actions menu will be hidden.
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Change Owner of All Selected Jobs – Change the owner of all selected jobs.
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Import all Selected Jobs – Import all selected jobs from the archive.
The Report menu lets you create a new report, view any existing reports, and open the Delivered Jobs Statistics and Delivered Recipients Statistics reports. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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New Report – Create a new tracking statistic report.
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Reports – Display the list of currently available tracking statistics reports.
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Completed Jobs Statistics – Display the statistical report about the previously delivered jobs.
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Delivered Recipients Statistics – Display the statistical report about the recipients of previous jobs.
The Recipient Warehouse menu lets you create new and manage datasets, lookup tables, and target groups. You can also edit the bounce process settings for the warehouse. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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New Dataset – Create a new recipient dataset.
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Datasets – Display a list of currently available recipient datasets.
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Datasets & Lookup Tables – Display the administrator’s page for recipient datasets and lookup tables.
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Lookup Tables – Display the list of currently available lookup tables.
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New Recipient Target Group – Create a new target group using one of the following options:
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Based on Hosted Recipient List – Create a new target group that is based on a hosted recipient list.
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Based on Classic LISTSERV List – Create a new target group that is based on a classic LISTSERV list.
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Based on Uploaded Text File – Create a new target group that is based on an uploaded text file (CSV-file).
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Based on Database Access by LISTSERV Maestro – Create a new target group based on a database accessed by LISTSERV Maestro.
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Based on Database Access by LISTSERV – Create a new target group based on a database accessed by LISTSERV.
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Target Groups – Display the list of currently available target groups.
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Bounce Processing – Define the bounce processing strategy for the Recipient Warehouse.
The Utility menu lets you create new and manage drop-in content and sender profiles; plus, it lets you change your account password. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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New Content Template – Sub-menu for creating new content templates:
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Create Empty Template – Create a new (empty) content template.
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Create Template Based on Mail Job – Create a new content template that is based on the message definition of an existing mail job.
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Upload Template – Create a new content template by uploading a content template definition file (ZIP-file).
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Content Templates – Show the list of currently available content templates.
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New Drop-In Content – Create a new drop-in.
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Drop-Ins – Display the list of currently available drop-ins.
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New Sender Profile – Create a new sender profile.
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Sender Profiles – Display the list of currently available sender profiles.
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Change Password – Change the password of the current user account.
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Print Page – Print the current page.
The Dataset menu lets you manage the datasets, categories, and members. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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Dataset Overview – Return to the Recipient Dataset Details screen.
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Edit Dataset Settings – Edit the dataset settings.
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Edit Category – Edit the settings of the category that is currently selected in the dataset tree.
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Create – Create hosted lists and categories using one of the following options:
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Create Hosted Recipient List – Create a new Hosted Recipient List in this dataset.
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Create Hosted LISTSERV List – Create a new Hosted LISTSERV List in this dataset.
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Create Category – Create a new category (either in the currently selected category or in the root of the dataset tree).
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Convert or Clone Standard LISTSERV List – Covert an existing, non-hosted LISTSERV list into a Hosted LISTSERV List or creates a Hosted LISTSERV List as a clone of an existing non-hosted LISTSERV list without changing the original list.
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Browse/Edit Confirmed Members – Browse through the members of the dataset and edit them manually.
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Browse Confirmed Members – Browse through the members of the dataset.
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Add Single Member – Add a single, new member to the dataset.
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Modify Members by Upload – Add, update, or delete members in the dataset by uploading a file.
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Download all Members – Download the current members of the dataset.
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Team Collaboration – Define the team collaboration settings for the dataset.
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Refresh and Manage Linked LISTSERV Lists – Define which of the non-hosted LISTSERV lists at the LISTSERV server to include in the dataset as Linked LISTSERV Lists. This option will also refresh the settings of the already linked LISTSERV lists by reading their current settings (as defined in the list headers) from LISTSERV so that LISTSERV Maestro will be aware of any changes to the lists.
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Subscriber Access URLs – Display the URLs for the Subscriber Access pages of the dataset’s member area.
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Tree Structure – Manage operations in a dataset tree using one of the following options:
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Cut – Cut the selected category from the dataset tree in preparation for a Cut & Paste operation (more precisely, the node will be marked as “cut”, but it will only be removed from its current parent node once you select Paste in another node).
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Copy (Categories Only) – Copy the selected category (and its subcategories) in the dataset tree in preparation for a Copy & Paste operation (more precisely, the category will be marked as “copied”, but it will only be created once you select Paste in another node).
Note: Any hosted lists in the category or sub category will not be copied.
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Paste – Paste a node into the currently selected node or root of the dataset tree. The node to paste must have been marked for “cut” or “copy” (see the Cut and Copy options above).
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Clear Cut/Copy State – Clear the current “cut” or “copy” state and unmarks the node that was to be “cut” or “copied” (see the Cut and Copy options above).
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Delete all Members – Delete all members (including unconfirmed ones) from the dataset.
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Delete Dataset – Delete the dataset, including all members and lists contained within it.
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Delete Category – Delete the category that is currently selected in the dataset tree.
The Hosted List menu contains options that are related to the hosted list currently selected in the dataset tree. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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Dataset Overview – Return to the Recipient Dataset Details screen.
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Edit List Details – Edit the hosted list.
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Browse/Edit Confirmed Subscribers – Browse through the subscribers of the hosted list and edit them individually.
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Browse Confirmed Subscribers – Browse through the subscribers of the hosted list (view only).
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Add Single Subscriber – Add a single, new subscriber to the hosted list.
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Modify Subscribers by Upload – Add, update, and delete subscribers in the hosted list by uploading a file.
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Download all Subscribers – Download the current subscribers of the hosted list.
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Tree Structure – Manage operations in a dataset tree using one of the following options:
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Cut – Cut the selected hosted list from the dataset tree in preparation for a Cut & Paste operation (more precisely, the node will be marked as “cut”, but it will only be removed from its current parent node once you select Paste in another node).
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Clear Cut/Copy State – Clear the current “cut” or “copy” state and unmarks the node that was to be “cut” or “copied”
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Delete all Subscribers – Delete all subscribers from the hosted list.
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Delete List – Delete the hosted list with all subscribers.
The Linked LISTSERV List menu contains options that are related to the Linked LISTSERV List currently selected in the dataset tree. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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Dataset Overview – Return to the Recipient Dataset Details screen.
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List Configuration – Open the corresponding LISTSERV Web Interface page for management of the selected Linked LISTSERV List.
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Convert To or Clone As Hosted List – Convert the selected Linked LISTSERV List into a Hosted LISTSERV List or clone a Hosted LISTSERV List from it (cloning will not change the original Linked LISTSERV List).
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Manage Linked LISTSERV Lists – Define which of the non-hosted LISTSERV lists at the LISTSERV server to include in the dataset as Linked LISTSERV Lists.
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Tree Structure – Manage operations in a dataset tree using one of the following options:
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Cut – Cut the selected Linked LISTSERV List from the dataset tree in preparation for a Cut & Paste operation (more precisely, the node will be marked as “cut”, but it will only be removed from its current parent node once you select Paste in another node).
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Clear Cut/Copy State – Clear the current “cut” or “copy” state and unmarks the node that was to be “cut” or “copied”
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Remove Link to LISTSERV List – Remove the link to this LISTSERV List (removes the Linked LISTSERV List node from the dataset tree and the actual list at LISTSERV will remain the unchanged).
The LISTSERV menu takes you to specific areas in the LISTSERV Web Interface. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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Server Administration Dashboard – Open the Server Administration Dashboard of the LISTSERV Web Interface.
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List Administration Dashboard – Open the List Administration Dashboard of the LISTSERV Web Interface.
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Site Configuration – Open the site configuration page of the LISTSERV Web Interface.
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LISTSERV Archives – Open the LISTSERV archives page of the LISTSERV Web Interface.
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Server Reports – Contains options for reports in the LISTSERV Web Interface.
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Server Usage Reports – Open the server usage reports page of the LISTSERV Web Interface.
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Anti-Virus & Anti-Spam Reports – Open the anti-virus and anti-spam reports page of the LISTSERV Web Interface.
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Server Activity Reports – Open the server activity reports page of the LISTSERV Web Interface.
The Back To menu is a quick way to return to the previous screen or to one of the recently visited screens. The possible options are:
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Dashboard – Go back to the Dashboard screen.
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Selected Job "JOB NAME HERE" – Go back to the job with the given name.
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Create New Job – Go back to the Start New Job screen.
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Selected Report "REPORT NAME HERE" – Go back to the tracking report with the given name.
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Create New Report – Go back to the Define Report screen.
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Selected Dataset "DATASET NAME HERE" – Go back to the dataset with the given name.
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Create New Dataset – Go back to the Recipient Dataset Definition wizard.
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Selected Lookup Table "LOOKUP TABLE NAME HERE" – Go back to the lookup table with the given name.
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Create New Lookup Table – Go back to the Lookup Table screen.
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Selected Target Group "TARGET GROUP NAME HERE" – Go back to the target group with the given name.
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Create New Target Group – Go back to the Target Group Definition wizard.
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Selected Content Template "TEMPLATE NAME HERE" – Go back to the content template with the given name.
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Create New Content Template – Go back to the Edit Content Template screen.
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Selected Drop-In "DROP-IN NAME HERE" – Go back to the drop-in with the given name.
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Create New Drop-In – Go back to the Drop-In Content Element screen.
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Selected Sender Profile "SENDER PROFILE NAME HERE" – Go back to the sender profile with the given name.
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Create New Sender Profile – Go back to the Sender Profile screen.
The Preferences menu contains options for defining various user preferences. The possible options are:
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User Interface – Contains options for defining preferences for the User Interface.
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Date and Number Formats – Define the date, time, and number preferences for the User Interface.
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Display – Define the display preferences for the User Interface.
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Mail Jobs – Contains options for defining job-related preferences.
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New Mail Job – Define the preferences for a new job, including the team collaboration preferences.
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Recipients – Define the preferences for the recipient definition of a job.
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Content – Define the preferences for the content definition of a job.
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Tracking – Define the preferences for the tracking definition of a job.
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Delivery Test – Define the preferences for the delivery test of a job.
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Scheduling – Define the preferences for the schedule definition of a job.
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Reports – Contains options for defining preferences for reports.
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New Report – Define the general tracking report preferences.
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Datasets – Contains options for defining recipient dataset preferences.
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Team Collaboration – Define preferences for the team collaboration settings for recipient datasets.
The Logout menu logs you out of the LISTSERV Maestro Interface. For a user account that is not part of an identity, then this menu appears as a single item, which, if you click on it, allows you to log out from LISTSERV Maestro. For a user account that is part of an identity, then this menu has the following options:
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Logout this Account – Log out from LISTSERV Maestro.
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Switch Account – Switch to a different account in the same identity (without the need to logout and login again).
The Help icon is used to access the help associated with the current screen.
8.2 The Dashboard
The opening screen of LISTSERV Maestro’s User Interface is called the Dashboard, providing a quick summary of what has happened recently and what is due to happen in the future.
The Dashboard contains four sections that may be displayed, hidden, or rearranged. This allows for a convenient and easy way to customize the information shown, making it possible for you to see what is most important to you.
The Dashboard sections are:
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Currently in the System – This section contains the general statistics for your account, such as jobs in progress, number of jobs completed, etc.
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Jobs Due Next – This section contains a list of jobs that are currently open and that are due next for authorization. This section does not show any jobs that have a “Authorize Due By” date configured.
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Current and Upcoming Deliveries – This section contains a list of jobs that are currently being delivered and that are scheduled for an upcoming delivery. From this section, you can also view any failed jobs that have yet to be closed or re-opened.
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Recent Deliveries – This section contains a list of jobs that have been recently delivered and jobs that have attempted delivery but failed.
The Dashboard for the administrator also contains the Show dashboard for drop-down menu, which allows the administrator to choose the account or group to display the Dashboard for. The administrator can also choose to display the Dashboard for all accounts, which provides the administrator with a summary of all accounts.
Figure 8-2 Special Administrative User Account - Dashboard
To update the data displayed on the Dashboard, click the Refresh link. The date and time of the data being viewed is shown next to this link.
To rearrange the order in which the sections are displayed on the Dashboard, click the up or down arrows that are located in the top and bottom right corners of each section.
To hide or show a section, click the Hide/Show Dashboard Sections link. This link opens the Hide/Show Dashboard Sections screen. To show a section, check the box associated with that section. To hide a section, uncheck the box.
Figure 8-3 The Hide/Show Dashboard Sections screen
8.3 Sorting and Filtering Jobs
The job list on the Open Jobs, Ongoing Jobs, or Completed Jobs screens are displayed slightly different for the administrator. At  the top of the screen, are two drop-down menus that let you view the list with jobs owned by a specific user and/or with jobs belonging to a specific category. The administrator can also choose to view all jobs/categories or jobs with no owner/category. The job list is refreshed according to the choices made in the drop-down menus. Each job is listed with its Job ID, Job Title, Category, Owner, Mail Type (plain or HTML), and "Authorization Due By" date.
Also, for the administrator the Multiple Job Actions feature is always enabled and can not be disabled.
Below the category selection box appears the Advanced Filter Settings link, which will take you to the Advanced Filter Settings screen that allows you to further define filters that are applied for the job list below (in addition to the filtering over the selected category).
If advanced filtering is disabled, then the control says "Filters are inactive" and the job list is not filtered further (except for the category filter, if applicable).
If advanced filtering is enabled, then the control says "Filters are active: See detailed settings below". In this case, the currently defined filter will be applied and the job list below will show only jobs that fulfill the filtering condition (and are in the correct selected category).
In addition, the job list will display an additional filter row (with light-yellow background, just below the table header) that displays each filter in short form, as a reminder. For each column in the table, if a filter has been defined for that column, then the filter is displayed in the filter field below that column's header. If no filter is defined for a column, then the filter field of that column will be empty.
8.4 Archiving Delivered/Completed Jobs
To save server space and shorten jobs listings within the Maestro User interface, administrators can archive delivered jobs and jobs that have been closed after a failed delivery. Archiving a delivered or failed job removes the job from the system and saves it in a single ZIP archive file stored in a special archive folder on the system. Archived jobs cannot be viewed because all their tracking events are deleted and they are removed from any report data sources. As a result, any existing reports referencing them in their data sources will not display correctly.
The default archive folder of a LISTERV Maestro installation on Windows is located along a path similar to: \Program Files\L-Soft\Application Server\lui\archive. On UNIX/Linux, the default archive folder is ~/lui/archive. Although archived jobs are saved as ZIP files, little space will be saved because the archive folder exists on the same server or disk as the application. To save disk space, they can be moved from the server or disk where LISTSERV Maestro is installed. This can be done two different ways.
The first way is to change the default archive folder in the Administration Hub to point to a folder that is located on a different disk. The disk could be another disk on the same server, a mapped network drive (Windows), or a mounted NFS drive (UNIX/Linux) available on another server. By setting a different default folder for saving archived jobs within the Administration Hub, the list of archived jobs displayed on the Archived Jobs screen remains intact. All archived jobs in the folder will display in this list and can be imported back into LISTSERV Maestro if necessary. To change the default archive folder, see Section 5 Settings for the Maestro User Interface.
The second way to move archived jobs from the disk or server where LISTSERV Maestro is located is to do so manually. Open the default archive folder. All archive files are ZIP files and have the job ID in the file name. Select the files and move them to a secondary storage medium such as different disk, a tape, a CD-ROM or similar. Once the file has been removed from the default archive folder it will not appear in the list of archived files. Files removed from the archive folder can be moved back in it at any time, and then will appear in the list of archived files. Once listed, the files will be available to import back into LISTSERV Maestro.
There are two ways to archive a delivered or failed job. Click on Mail Job > Completed Jobs from the Toolbar for administrative user account. The Completed Jobs screen opens listing all the previously delivered jobs. Then, either:
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Click on the Job ID link to select the job. The Job Administration screen opens. Click on the Job Archive tab, and then click the [Move to Archive] button. Click the [Cancel] button to cancel the operation and return to the Completed Jobs screen.
– OR –
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Check the box next to each job ID that you want to archive, and then click Mail Job > Multiple Job Actions > Move All Selected Jobs to Archive. The Move Selected Jobs to Archive screen opens. Click the [Move to Archive] button. Click the [Cancel] button to cancel the operation and return to the Completed Jobs screen. By using this method of archiving, you can archive more than one job at a time.
Figure 8-4 Archiving a Job from the Completed Jobs Screen
8.4.1 Auto-Archiving
LISTSERV Maestro now gives you the ability to automatically archive completed jobs that are older than a certain age. To define the default settings for auto-archiving, click on the Global Component Settings icon, then Maestro User Interface, and finally Default Auto-Archive Settings. The Auto-Archive Settings screen opens.
From this screen, define whether or not jobs will be automatically archived when the completed job reaches the “auto-archive age”. In the Auto-Archive Age field, enter the number of days old the completed job must be before it is automatically archived. If the age is set to 0, then the auto-archive setting is off. The age defined here will be the default for all accounts and groups. To define these settings for a specific user, see Section 7.3 Managing User Rights or Section 7.4.2 Editing Component Specific Settings for Single and Group Users.
8.5 Importing Archived Jobs
Imported archived jobs are in a “frozen” state. The status and the contents of the job will not change from the moment it was placed in the archive. Any tracking events that arrive after the moment the job is archived will be discarded, even if the job is later imported.
To restore an archived job to the system, click Mail Jobs> Archived Jobs. The Archived Jobs screen opens with a listing of all the jobs currently present in the archive. From this screen, you can:
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Click on the Job ID link to select the job to be imported. Click [OK] to import the selected archived job. The Job Administration screen opens. Use the drop-down menu to select an owner for the imported archived job, and then click [OK]. Once restored, an imported job will be listed again in the Completed Jobs screen with its original Date and Time of Delivery (not the archived date). The job owner (and other group members, if applicable) can use imported archived jobs in tracking reports.
– OR –
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Check the box next to all the jobs you want to import, and then click Mail Job > Multiple Job Actions > Import All Selected Jobs. Click [OK] to import the selected archived jobs. By using this method of importing, you can import more than one job at a time. Imported jobs will have to be assigned a new Job Owner. From the Completed Jobs screen, display jobs with <No Owner>. Check the box next to the job(s) you want to assign a new owner to, and then click Mail Job > Multiple Job Actions > Change Owner of All Selected Jobs. From the Job Administration screen, use the drop-down menu to select an owner, and then click [OK]. Once restored, an imported job will be listed again in Completed Jobs screen with its original Date and Time of Delivery (not the archived date). The job owner (and other group members if applicable) can use imported archived jobs in tracking reports.
Figure 8-5 Importing a Job from the Archived Jobs Screen
8.6 Changing Job and Report Ownership
The user that initially creates a new job or report is the owner of that job or report. The owner is the only user with privileges (rights) to execute the following job or report related actions:
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Assign collaboration rights on the job to other group members
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Change the job information (job title and job ID-prefix)
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Delete the job
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Re-open, retry, or close a failed job.
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Assign collaboration rights on the report to other group members
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Delete the report
No other user can be granted owner rights within the same email job. Therefore, it is important that there is an owner for each job and each report because only the owner can execute these actions.
Under normal conditions, there will always be an owner because the initial creator will automatically become the owner. However, under certain circumstances, a job may lose its owner:
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If an account is deleted in the Administration Hub (and therefore also in the Maestro User Interface), then all jobs and reports that were owned by that account will be without an owner.
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If an account that was a member of one group is changed so that it becomes a member of another group or not a member of any group at all, then all jobs and reports that were owned by that account will be without an owner (“orphaned”).
To reassign a job, go to the appropriate screen that would list that job. Click Mail Job > Open Jobs to open the Open Jobs screen for a listing of all the current jobs that have not been authorized for delivery yet; click Mail Job > Ongoing Jobs to open the Ongoing Jobs screen for a listing all the jobs that have been authorized for delivery; click Mail Job > Completed Jobs to open the Completed Jobs screen for a listing all the jobs that have already been delivered.
To reassign a report, click Report > Reports to open the Tracking Reports screen for a listing of all the currently defined reports.
If you want to view a job owned by a specific user, click the Display the jobs owned by drop-down menu and select that particular owner. Then, you can:
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Click on the Job ID link to select the job. The Job Administration screen opens. Click on the Job Owner tab (if necessary). Select a new owner for the job from the drop-down menu. Click [OK] to save the change, or [Cancel] to discard the change and return to the previous screen.
– OR –
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Check the box next to all of the jobs you want to reassign, and then click Mail Job > Multiple Job Actions > Change Owner of All Selected Jobs. Select Change owner of all selected jobs, and then use the drop-down menu to select an owner for the job(s). Click [OK] to save the change, or [Cancel] to discard the change and return to the previous screen.
Figure 8-6 Change Job Owner from Job Owner Tab
If you’ve clicked Report > Reports, then the Tracking Reports screen opens with a listing of all the currently defined reports. If you want to view a report owned by a specific user, click the drop-down menu and select that particular owner. Then, you can:
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Click on the report title link to select the report. The Change Report Owner screen opens. Select a new owner for the report from the drop-down menu. Click [OK] to save the change, or [Cancel] to discard the change and return to the previous screen.
– OR –
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Check the box next to all of the reports you want to reassign, and then click the Actions link. Select Change owner of all selected reports, and then use the drop-down menu to select an owner for the report(s). Click [OK] to save the change, or [Cancel] to discard the change and return to the previous screen.

To delete more than one report or job at a time, simply check the box next to all of the reports/jobs that you want to delete, and then click the Actions link. Select Delete all selected reports/jobs, and then click [OK]. Click [Cancel] to discard the deletion and return to the previous screen.
Figure 8-7 Change Report Owner Screen
When an account is changed or ownership of a job or report is transferred, job and report rights are affected.
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Account name is changed; account not in a group – The account retains ownership of all jobs and reports. The account remains the owner of all previous jobs and reports. Since the account is not a member of a group, neither before nor after the change, team collaboration rights on the jobs and reports are not affected.
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Account name is changed; account member of a group – The account retains ownership of all jobs and reports and the jobs and reports remain in the same group. The account retains ownership of all previous jobs and reports. The team collaboration rights on the jobs and reports are not affected. All members in the same group that had any job or report privileges before the change have the same privileges after the change.
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Group is added to a non-group account – The account retains ownership of all jobs and reports and transfers them to the new group. The account remains owner of all previous jobs and reports. Since the account was not a member of a group before the change, no team collaboration rights on the jobs and reports are affected. However, after the change, since the account is now a member of a group, the owner of the account can assign team collaboration rights on any of the jobs or reports to any of the other members in the group.
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Group is removed from a group account – The account loses ownership of all jobs and reports. Jobs and reports remain in the old group. All previous account privileges for any jobs or reports are removed. This means that the account loses all team collaboration rights on all jobs and reports that are owned by other members of the account’s old group. The account also loses ownership of all jobs and reports that the user of the account created while the account was still a member of the old group. The team collaboration rights of other members of the old group are unaffected. However, these jobs no longer have an owner, since the old owner left the group. The administrator should set a new owner at this point.
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Group account becomes member of different group – The account loses ownership of all jobs and reports. Jobs and reports remain in the old group. All previous account privileges for any jobs or reports are removed. This means that the account loses all team collaboration rights on all jobs and reports that are owned by other members of the account’s old group. The account also loses ownership of all jobs and reports that the user of the account created while the account was still a member of the old group. As a result, the account joins the new group as a “fresh” member, without any team collaboration or job or report ownership rights. The jobs and reports that were created by the user of the account while still in the old group remain in the old group. The team collaboration rights that other members of the old group may have on those jobs and reports are unaffected. However, these jobs no longer have an owner, since the old owner left the group. The administrator needs to set a new owner at this point.
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Ownership of a job or report is transferred; previous owner not in a group – The new account acquires all ownership rights on the job or report. The original owner loses all rights, including ownership.
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Ownership of a job or report is transferred; previous owner in a different group from new owner
The new account acquires all ownership rights on the job or report. For all other accounts (the previous owner and the members of the old group), ownership or team collaboration rights are removed.
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Ownership of a job or report is transferred; previous owner in same group as new owner
The new account acquires all ownership rights on the job or report. The original owner loses all rights, including ownership. However, any other accounts that may have team collaboration rights on the job or report do retain these rights – they are preserved.
8.7 Changing Sender Profile and Drop-In Content Element Ownership
Drop-in content elements and sender profiles are utility items in LISTSERV Maestro created for the convenience of the users. These items, if created by a user who is not part of a group, are owned by that single user and cannot be used by any one else. If a member of a group creates items, then everyone in that group can use them. In addition, users in that group who have the necessary right can create new items, and delete or modify existing items.
An item can lose its owner and become “owner-less” under certain circumstances:
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If an item is owned by a non-group account, and that account is deleted.
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If a group owns an item, and the last account of that group is deleted or is moved out of the group (into another group or made into an account without a group).
The ownership of any item, whether it already has an owner or not, can be changed by the administrator using the special Administrator User Account. The administrator can also delete any item.
To change the ownership of a Sender Profile or Drop-in Content Element, click Utility > Sender Profiles or Utility > Drop-Ins. From the Manage Sender Profiles screen, click on the profile title link; from the Manage Drop-In Content Elements screen, click the name link. The Change Owner screen opens. Select a new owner from the drop-down menu. Click [OK] to save the change, or [Cancel] to discard the change and return to the previous screen.
Figure 8-8 Change Sender Profile Owner Screen
Note: To delete a sender profile or drop-in content element, click the [Delete] button.
If an item is moved to a new owner, and the new owner already has an item with the same name, then the moved item is automatically renamed to give it a unique name. For example, if an item named “sample” is moved to an owner who already has an item with that name, the moved item is renamed “sample1”. If “sample1” is also in use, the moved item will be renamed “sample2”, and so on until a unique name is created.
Ownership of an item is affected when an account is changed in the following ways:
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Account name is changed, account not in a group
The account keeps ownership of all items of which it previously was the owner.
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Account name is changed, account member of a group
Since the items are owned by the account’s group anyway, ownership is not affected, meaning that they are still owned by the same group as before.
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Group is added to a non-group account
Ownership of all items previously owned by the account is transferred to the group that the account joins. All members in that group will then share ownership of these items. The account also gains ownership of all items that previously existed in the group it joins.
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Group is removed from a group account
Since the group owns the items, the account loses access to them. They stay in the old group. The account that no longer belongs to a group does not have ownership of any items until new ones are created with this account.
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Group of a group account is changed – account becomes member of different group
Since the old group owns the items, the account loses access to them. They stay in the old group. The account gains ownership of all items that previously existed in the new group it joins.
8.8 Changing Target Group Ownership
As with sender profiles and drop-in content elements, target groups may have either single user or group ownership. Single user target groups are owned by an individual user, and may not be used by anyone else. If a group member creates items, they may be used and modified by other users within the group who have the necessary rights.
An item can lose its owner and become “owner-less” under certain circumstances:
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If an item is owned by a non-group account, and that account is deleted.
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If a group owns an item, and the last account of that group is deleted or is moved out of the group (into another group or made into an account without a group).
The ownership of any item, whether it already has an owner or not, can be changed by the administrator using the special Administrator User Account. The administrator can also delete any item.
To change the ownership of a target group category or an individual target group, click Recipient Warehouse > Target Groups. The Change Target Group Owner screen opens.
Figure 8-9 Change Target Group Owner Screen
Click the name of the target group category to select it, and then select a new owner from the drop-down menu.
Figure 8-10 Change Ownership of a Target Group Category
Click [OK] to save the change, or [Cancel] to discard the change and return to the previous screen.
Notes: To delete a target group category, click the [Delete] button. If you delete the category, then all target groups within that category will also be deleted.

If you change the owner of a category, then all target groups within that category will automatically change to the new owner as well.

The <No Category> target group category cannot be deleted or moved to a different owner because it exists in the scope of all owners.
To change the ownership of an individual target group, click the target group name in the list at the bottom of the Change Target Group Owner screen. The next Change Target Group Owner screen opens. From this screen, select the new owner from the drop-down menu. Click [OK] to save the change, or [Cancel] to discard the change and return to the previous screen.
The target group will be moved to the new owner. If the target group was within a category, and a category with the same name already exists in the scope of the new owner, then the target group will appear in it. If the new owner does not have a category with the same name, then one will be automatically created so that the target group can be moved into it. If the new owner already has a target group with the same name within the category, the new target group will automatically be renamed. The following renaming scheme will be used: If the original name was "sample", and a target group with this name already exists, then the new name will be "sample1". If this name also is in use, "sample2" will be used, and so on.
Figure 8-11 Change Ownership of an Individual Target Group
Note: To delete an individual target group, click the [Delete] button.
8.9 Changing Ownership of Recipient Datasets and Lookup Tables
To change the ownership of a Recipient Dataset, click Recipient Warehouse > Datasets & Lookup Tables. The Recipient Datasets and Lookup Table Administration screen opens.
Figure 8-12 Change Ownership of a Recipient Dataset
Select a new owner from the drop-down menu. Click [OK] to save the change, or [Cancel] to discard the change and return to the previous screen.
Note: To delete a Recipient Dataset, click the [Delete] button.
The Recipient Datasets and Lookup Table Administration screen also lists all datasets and lookup tables of the current owner.
Lookup tables are listed with their name and a short list of references (how many fields of how many datasets or mailing lists use the lookup table). For lookup tables without any references, the name is clickable. Click to open the Lookup Table Administration screen for that lookup table (for lookup tables that have at least one reference, no further administration is possible; therefore, their names are not clickable). From the administration screen, view the name of the Lookup Table, a description of the table, and the current owner of the table. From here, it is also possible to [Delete] the Lookup Table. Click [Cancel] to return to the previous screen.
Datasets are listed with their name as a link. Click the link to open the administration screen for that dataset.
Note: It is not possible to re-assign individual datasets or lookup tables. When you choose to re-assign a specific owner’s datasets and lookup tables, then you are re-assigning that owner’s entire Recipient Warehouse.
Figure 8-13 Recipient Datasets Administration Screen
From the Recipient Dataset Administration screen, it is possible to [Delete] the Lookup Table. Click [Cancel] to return to the previous screen.
If the dataset contains Hosted Lists, click on the individual list names to open the Hosted Lists Administration screen. From that screen, view the name of the Hosted List, a description of the list, the current list owner, and the Recipient Dataset to which the Hosted List belongs. From here, it is possible to [Delete] the Hosted List from the dataset or [Cancel] to return to the previous screen.
Figure 8-14 The Hosted List Administration Screen