Managing Folders

In this section:

This section describes how to create, edit, and delete folders using iWay Data Profiler.


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Creating Folders

Creating a folder allows a user to save their profiles, Metrics, and custom reports in a custom folder that could be accessed by users of several Groups created through iWay Data Profiler.



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Procedure: How to Create a Folder

To create a folder:

  1. Click Security Center, under SECURITY, in the iWay Data Profiler home page.

    The Security Center page opens, as shown in the following image.

  2. Click the Manage Folders tab.

    The Manage Folders tab opens, as shown in the following image.

    The left console pane contains a list of existing folders and the icons to create, edit, and delete folders.

  3. In the top right corner of the left console pane, click the Create Folder icon.

    The New Folder pane opens, as shown in the following image.

  4. Enter a new name for the folder (required) and a brief description (optional), and click Save.

    Note: The Folder Name value is case sensitive and must not exceed 50 characters. Only alphanumeric characters, spaces, and special characters, such as periods (.) and underscores (_) are allowed. The Folder Description value must not exceed 200 characters.

    A message is displayed indicating that the new folder has been successfully created. You are returned to the Manage Folders tab.

    The following is a list of default folders.

    • Private
    • Public
    • My Group
    • Corporate

    Note: Private and Public are default folders for all users.


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Editing Folders

Editing folders allows for quick and easy updates to already established folders.



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Procedure: How to Edit a Folder

To edit a folder:

  1. Click Security Center, under SECURITY, in the iWay Data Profiler home page.

    The Security Center page opens, as shown in the following image.

  2. Click the Manage Folders tab.

    The Manage Folders tab opens, as shown in the following image.

  3. In the left console pane, under Existing Folders, select the check box that corresponds to the folder you want to edit, and then click the Edit Folder icon on the top right corner of the pane.

    The Edit Folder pane is displayed, as shown in the following image.

  4. Modify the folder values according to your requirements and click Update.

    A message is displayed indicating that the folder information has been updated.

    You are returned to the Manage Folders tab.


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Deleting Folders

Deleting a folder allows any existing folders to be removed that are no longer required.



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Procedure: How to Delete a Folder

To delete a folder:

  1. Click Security Center, under SECURITY, in the iWay Data Profiler home page.

    The Security Center page opens, as shown in the following image.

  2. Click the Manage Folders tab.

    The Manage Folders tab opens, as shown in the following image.

  3. In the left console pane, under Existing Folders, select the check box that corresponds to the folder you want to delete, and then click the Delete icon on the top right corner of the pane.

    A confirmation message is displayed.

  4. Click OK to delete the folder.

    Notes:

    • If the folder you are trying to delete is associated with any module, a warning message is displayed and the delete operation is prevented.
    • If the folder you are trying to delete is not associated with any module, a confirmation message is displayed and the folder is removed from the list in the Manage Folders tab.
    • You can also click Cancel to cancel the delete operation.

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