Typical Workflow to Manage Content

Here are some common tasks that you perform to access and organize content in the catalog.

Task Description For More Information

Search for Catalog Objects

Explore your Catalog content

Find Catalog Objects

Rename content

Improve or update the naming of your content.

Rename Content

View or set content properties

Display information about your content or change various content options and properties.

Access Properties

Give access to others

Assign permissions so that others can access your content

Assign Access Permissions

Email reports and track deliveries

Email reports to anyone inside or outside the organization. Keep everyone up to date with daily or weekly reports.

Send Email Reports

Automate business processes

Create agents that deliver analyses, dashboards, and briefing books to targeted audiences on-demand or on a regular schedule.

Automate Business Processes With Agents

Configure devices and delivery profiles

Configure the devices and delivery profiles to be used to reach you when an alert is generated by an agent.

Configure Your Devices and Delivery Profile

Change content ownership

Assign another user as the content owner.

Assign Ownership of Items