Folder is used to control access rights on a defined list of objects. It is mapped to an information domain.
Segment Maintenance in the Infrastructure system facilitates you to create segments and assign access rights. You can have different segments for different Information Domains or same segments for different Information Domains.
User scope is controlled by segment/ folder types with which the object is associated.
· Objects contained in a public folder will be displayed irrespective of any user.
· Objects contained in a shared folder will be displayed if user belongs to a user group which is mapped to an access type role with the corresponding folder.
· Objects contained in a private folder will be displayed only to the associated owner.
You can access Folder Maintenance by expanding System Administrator Section within the tree structure of Navigation List to the left. The Folder Maintenance window displays a list of available Folders with details such Domain, Folder Code, Folder Name, Folder Description, Folder/Folder Type, Owner Code, and the number of Users Mapped to the Folder. You can view, create, modify, and delete Folders within the Folder Maintenance window.
You can also make use of Search and Pagination options to search for a specific role or view the list of existing roles within the system.
To create Folder in the Folder Maintenance Window:
1. Select Add button from the Folder Maintenance tool bar. Add button is disabled if you have selected any checkbox in the grid. The New Folder Window is displayed.
2. Enter the Folder details as tabulated.
3. The following table describes the fields in the Folder Maintenance (add) Window
Field |
Description |
|---|---|
Fields marked in red asterisk (*) are mandatory. |
|
Domain |
Select the required domain for which you are creating a Folder, from the drop-down list. |
Folder Code |
Enter a unique Folder code. Ensure that the Folder code does not exceed more than 10 characters and there are no special characters except underscore or extra spaces. |
Folder Name |
Enter a unique name for the Folder. Ensure that there are no special characters in the name entered. |
Folder Description |
Enter the Folder description. Ensure that there are no special characters in the description entered except spaces, "(", ")", "_", "-", and ".". |
Folder Type |
Select the type of the folder from the drop-down list. The options are Public, Private, and Shared. |
Owner Code |
Select the owner code from the drop-down list. |
4. Click Save to upload the Folder details.
The User Info grid at the bottom of Folder Maintenance window displays metadata information about the Folder created.
You can view individual Folder information at any given point. To view the existing Folder details in the Folder Maintenance Window:
1. Select the checkbox adjacent to the required Folder.
2. Click View button in the Folder Maintenance tool bar.
The View Folder Details window is displayed with the details such Domain, Folder Code, Folder Name, Folder Description, Folder /Folder Type, and Owner Code.
To update the existing Folder details in the Folder Maintenance Window:
1. Select the checkbox adjacent to the Folder.
2. Click Edit button in the Folder Maintenance tool bar. The Edit Folder Details Window is displayed.
3. Update the Folder Description, Folder/Folder Type, and Owner Code. The others fields are view only and are not editable. For more details, see Create Folder.
4. Click Save to upload the changes.
You can remove only those Folder(s) which are created by you, which does not have any users mapped, and which are no longer required in the system by deleting from the Folder Maintenance Window.
1. Select the checkbox adjacent to the Folder whose details are to be removed.
2. Click Delete button in the Folder Maintenance tool bar.
3. Click OK in the information dialog to confirm deletion.