Permissions: Users must have the Data Central Designer privilege to create and manage folders.
The folder structure in Data Central supports workspaces, visualizations, filter sets, and advanced filters.
The 'Home' folder cannot be edited.
Data Central Designer users can save folders as Public or Private; Private folders are displayed with the name of the folder in italics and gray font.
Create a New Folder
Folders can be created a few different ways:
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1. From the Save window, which opens when creating and saving a new workspace, visualization, filter set, or advanced filter. |
2. From the Workspace drop-down menu, clicking the Configure icon next to a workspace name opens the Save Workspace window. You can then add a folder as shown in #1. |
3. From the Manage icon in the master header. The Manage window opens. |
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- Hover over a folder, such as the Home folder. The Add Folder icon will appear if you have permissions.
- Click the Add Folder icon.
- In the Name field, enter the Name of the new folder.
- Click the checkmark to save. (Click the x to cancel the action.)
The newly saved folder will display in the list of folders in alphabetical order.
Modify Folder Details from the Configure icon of a Folder, Workspace, Filter Set, Advanced Filter, or Visualization
From the Configure icon of an item, such as a folder, workspace, filter set, advanced filter, or visualization, you can update the item name, change its visibility and scope, delete a folder, or add a new folder under a folder.
- Access the item to be updated:
- Click the Workspace drop-down in the master header, or
- Click the Filter Set (includes Advanced Filters) drop-down in the Filter Panel, or
- Expand Visualizations in the left navigation.
- Hover over the folder, workspace, filter set, advanced filter, or visualization name that you want to edit. The Configure icon will display.
- Select Configure. The Save Folder window opens.
- In the Save Folder window, you can update the name, visibility, roles and scope of the item. You can also move the item to a different folder by simply selecting a different folder.
- Click Save.
Modify Folder Details from the Manage Icon
To manage all aspects of folders and their contents (workspaces, visualizations, filter sets, and advanced filters), use the Manage icon in the master header. While all users have access to the Manage window to manage their own saved workspaces, filter sets, advanced filters, or visualizations, only users with the Data Central Designer privilege can manage folders.
- Click the Manage icon. The Manage window opens.
- From the Manage window, click on the name of an item, such as the name of a folder, workspace, visualization, advanced filter, or filter set, and the details will display to the right of the window.
- Modify items such as subfolders, workspaces, visualizations, advanced filters, or filter sets, update their name and change their visibility, roles, and scope. To move an item from one folder to another, simply drag and drop it directly onto the name of the destination folder.
- Click Save.
Delete a Folder (and Items in a Folder), Workspace, Visualization, Advanced Filter, or Filter Set
To delete folders, workspaces, visualizations, advanced filters, and filter sets, users must have the Data Central Designer privilege, although all Data Central users can delete their own privately saved items.
Important: Use caution when deleting folders, as the child folders and any workspaces, visualizations, advanced filters, or filter sets in those folders will be deleted.
Delete a Folder (and Items in a Folder)
- Click the Manage icon in the master header. The Manage window opens.
- Hover over a folder name and click on the Delete icon.
- The Delete Group window opens. Click Delete to delete the folder AND its children or click Cancel to cancel the action.
Delete a Workspace, Visualization, Advanced Filter, or Filter Set
- Click the Manage icon in the master header. The Manage window opens.
- Expand the folders to locate the item you want to delete.
- Hover over the name of the Workspace, Visualization, Advanced Filter, or Filter Set you want to delete.
Tip: Hover over the icon to the left of the item name to see the type of item in a tooltip, such as Saved Workspace, Filter Set, Advanced Filter, or type of visualization.
- Click the Delete icon.
- The Delete Item window opens. Click Delete to delete the item (or click Cancel to cancel the action).