Adding a Folder

To add a folder

To add a folder

NOTE: The options for Projects, Workspaces, and Change Lists are only available for Automator. The option for Templates is only available for Report Warehouse and Report Mining Server.

  1. On the Navigation Tree, click Server Library and select Folders.

  2. Click add button  on the Folders page. The Folders page appears.

  3. Enter the name of a folder in the Name field.

  4. Enter the description of a folder in the Description field. This step is optional.

  5. In the Available Models section select models that you want the user to have access to.

    1. To add a model drag it from the left pane to the right pane or click plus icon next to its name.

    2. To remove a model drag it from the right pane to the left  pane or click minus icon next to its name.

NOTE: You may also use Add All and Remove All controls.

  1. In the Available Projects section select projects that you want the user to have access to.

    1. To add a project drag it from the left pane to the right pane or click plus icon next to its name.

    2. To remove a project drag it from the right pane to the left  pane or click minus icon next to its name.

NOTE: You may also use Add All and Remove All controls.

  1. In the Available Templates section select templates that you want the user to have access to.

    1. To add a template drag it from the left pane to the right pane or click plus  icon next to its name.

    2. To remove a template drag it from the right pane to the left  pane or click minus icon next to its name.

NOTE: You may also use Add All and Remove All controls.

  1. In the Available Workspaces section select workspaces that you want the user to have access to.

    1. To add a workspace drag it from the left pane to the right pane or click plus icon next to its name.

    2. To remove a workspace drag it from the right pane to the left  pane or click minus icon next to its name.

NOTE: You may also use Add All and Remove All controls.

  1. In the Available Change Lists section select change lists that you want the user to have access to.

    1. To add a change list drag it from the left pane to the right pane or click plus icon next to its name.

    2. To remove a change list drag it from the right pane to the left  pane or click minus icon next to its name.

NOTE: You may also use Add All and Remove All controls.

  1. Click Save to save all settings done.


You can build server library folders hierarchy. Inside a folder of the root level, there might be several levels of enclosed or nested folders.

To add a nested folder

To add a nested folder

  1. Open the required folder of the root level on the on the Folders page.

  2. Enter the name of a folder in the Name field.

  3. Define the level of the nested folder in the Hierarchy level tree.

  4. Enter the description of a folder in the Description field. This step is optional.

  5. Perform actions for available projects, models, templates, specified in the previous procedure (Adding a folder).

  6. Click Save to save all settings of the nested folder.

When server library folders hierarchy created, on the dialogs for selecting projects, models, or templates, all these models will be displayed as a tree.