How to Associate a Category With an Object

You can associate categories with components, plans, and comparisons in several ways.

• Add one or more categories to one or more components or plans.

• Replace an existing set of categories with a new set.

This procedure describes how to associate a category with a component, plan, or comparison by using the browser interface. You can also associate categories by using the following commands.

• cdb.c.sc – Associates a component with a category.

• pdb.p.sc – Associates a plan with a category.

• cmp.ds.sc – Associates comparison settings with a category.

Before You Begin

To apply a category to a component or plan, you must have write permissions on the folder that contains the component or plan. For example, if you plan to apply a category to a component, you must have write permissions on the folder that contains the component.

To apply a category to a comparison, you must have write permissions on the comparison.

Steps

1. View the Details page of the component, plan, or comparison that you plan to associate with a category.

2. In the Category row, click Apply Categories.

   A window is displayed listing the existing categories. If the component or plan belongs to a category, that category's checkbox is selected.

3. Associate the object with the category.

   • If the category exists, check the category and click Apply Categories.

   • If you need to associate the object with a new category, perform the following steps.

     1. Type the new category name and description and click Create.

     2. When the category's name displays in the table, click Save.

        ---

        Note –

        If you do not click Save before you apply categories or enter another category name, the first category name is deleted.

        ---

     3. If the object is associated with other categories, indicate whether you want the new category to be added to the list of categories or to replace the existing list of associated categories.

4. Click Apply Categories.

   The window closes. You can now select the desired category from the pull-down category menu and view all objects that are listed in the category.