Working with Folders :: SAS(R) IT Resource Management 3.6: Report Center Guide

About Folders

Folders can contain zero or more galleries or albums as well as zero or more subfolders that can also contain galleries or albums. This structure enables you to store, manage, and locate your reports easily.

For more information about galleries, see Working with Galleries.
For more information about albums, see Working with Albums.

To view the contents of a folder, double-click that item in the table or use the arrow (

) to expand or collapse the contents of the folder. You can also select the item and click the Open box on the workspace bar. The following list appears: Open Dialog box

From this list, select Open.

Create a Folder

The

My
                     Galleries and Albums

folder contains all of the folders and galleries that you create. When you create a folder, it is stored within the My Galleries and Albums folder.

To create a new folder, perform the following steps:

Click the down arrow that is next to the New Menu icon (). From the list of items that is displayed, select NewFolder.

The New Folder dialog box appears.

New Folder Dialog Box
In the Name field, enter a unique name for the folder. The name of a folder can include no more than 60 characters.
(Optional) In the Description field, enter a description of the folder.
In the Location group box, select a folder where you want to store this new folder.
In the Share with box, check the groups that can access this new folder. The Share With section lists all groups that are members of the IT Resource Management: Report Center User role and the members of the SASUSERS group.

For example, you can create a group called “My ITRM Users”. If you assign the IT Resource Management: Report Center User role to it, this group also appears here.

Note: Only top-level folders can be shared with other users. Galleries, albums, and subfolders are shared based on the folders that they are stored in.
Click Save to create the folder or Cancel to close the dialog box.

View and Navigate Folders

Select a folder in the center pane and double-click it or select the Open box on the workspace bar. (Alternatively, you can click the down arrow next to the folder to display its contents.)

The center pane displays the following information about the subfolders, galleries, and albums that are contained in the folder that you selected:

Name displays the name of the item.
Description displays the descriptive text that is associated with this item.
Last Modified Date displays the date on which the item was last changed.
Type displays whether the object is a folder, a gallery, or an album. The icon to the left of each row also identifies the object.
Owner displays the name of the user who created this item.
Creation Date displays the date on which the item was created.

The column headings enable you to sort the objects by column. When you click a column heading in the grid, an up arrow (ascending) or down arrow (descending) icon appears. These arrows indicate whether the information in the columns is sorted by ascending or descending order. You can click the arrow in a column heading to change the sort order for that column.

Note: If an object does not have a value in one of the possible sort fields, then that object appears first in a list that is sorted in ascending order.

Edit a Folder

You can change the folder name, description, and location. For top-level folders, you can change the Share with list. The folders that you have permission to edit are based on your user ID. You can edit only those folders that you create.

To edit a folder, perform the following steps:

Select the folder that you want to edit.
Click the Edit icon ().

The Edit Folder dialog box appears.

Edit Folder Dialog Box
You can modify the values in the Name and Description fields as needed. The name of a folder can include no more than 60 characters.
Click Save to save your changes.

Note: Do not move a folder into one of its subfolders. If you attempt to do so, an error message appears.

Copy a Folder

Folders can be copied from all available ITRM Report Center locations to your

 My
                     Galleries and Albums

folder or to any other folder under My Galleries and Albums.

To copy a folder, perform the following steps:

Select the folder that you want to copy.
Click the Copy icon (). The Copy Folder dialog box appears.

Copy Folder Dialog Box
The Name field can be modified. The name of a folder can include no more than 60 characters.
Select a new location in which to store the copied folder.

You can also use the New Folder button to create a new folder for your copied folder. This action launches the New Folder dialog box that lets you create and define a new folder. When you are finished, you return to the Copy Folder dialog box.

Note: Do not copy a folder into one of its subfolders. If you attempt to do so, an error message appears.
Click Copy to copy the folder.

Note: The contents of gallery folders (that is, any other folders, galleries, and albums) are included in the copying operation when folders are copied. The Shared with property is not copied.

Delete a Folder

You can delete a folder to remove it and the galleries or albums that it contains from ITRM Report Center. However, this action does not delete the corresponding reports from the SAS Content Server.

Note: Members of the SASUSERS group and groups with the IT Resource Management: Report Center User role can delete only the folders that they created. Members of the IT Resource Management Report Center Administrators group can delete any folder.

To delete a folder, perform the following steps:

Select the folder that you want to delete.
Click the Delete icon ().
Click Yes to delete the selected folder.

Share a Folder

Members of the SASUSERS group and groups with the IT Resource Management: Report Center User role can share only the folders that they created. Members of the IT Resource Management: Administrators group can share any folder.

To share a folder with another user, perform the following steps:

Select the folder that you want to share.
Click the Share icon (). The Share Folder dialog box appears.

Share Folder Dialog Box
Check the box next to any group that you want to share this folder with.
Click Share Folder to share the folder.

Note: If you do not want to share a folder with a particular group, deselect the check box for that group.

Note: Only top-level folders can be shared. Galleries, albums, and subfolders are shared based on the folders that they are stored in.