Setting up content folders

Remedy Smart Reporting(Smart Reporting) stores all content (such as reports, dashboard tabs, and storyboards) in a two-tier folder structure:

• Folders—Container folders that hold and group subfolders. These top-level folders do not contain the actual content.
• Sub Folders—Folders located within a top-level folder. The subfolders store content with specified function and access permissions.

A Smart Reporting administrator manages content folders through the Smart Reporting Administration Console. Out-of-the-box all content folders are unsecured, and all users can access the content. You can, however, manually restrict access to a subfolder.

To access content folders

1. Log in to the Remedy Mid Tier as a Smart Reporting administrator.
2. From the Applications menu, select Smart Reporting > Smart Reporting Console.
3. From the Smart Reporting console, select Administration > Admin Console.
4. Expand the Content Folders panel to view all the available options.

To create a new top-level content folder

1. On the Content Folders panel, click Add.
2. Enter a name and description.
3. In the Field Hierarchy list, keep the Top Level selected.

4. If you want to display the categories in a specific order, click Advanced and enter a numeric value.

   The default is 0.

5. Click Submit.

To create a new content subfolder

1. On the Content Folders panel, click Add.
2. Enter a name and description.
3. From the Field Hierarchy list, select the required folder.

4. Click Advanced and complete the following fields:

   Option	Description
   Sort Order	The sort order for the categories. The default is 0. Enter a numeric value if you want the categories to be displayed in a specific order.
   Draft Content Default Folder	Folder that contains all the draft content until the content writer moves it to a different sub category. Each category can have one default Draft sub category. Having all draft content in one place makes system organization easier.
   Default View Folder	Folder that is used to store views that are automatically created. Only one of these folders can exist in a system.
   Version History	Designates whether historical result sets are stored. The options are: Current Version Only Keep Historical Versions If you select Keep Historical Versions, you can define the following options: Max Size Max Versions Max Age

5. Click Submit.

To restrict access to a content subfolder

1. On the Content Folders panel, click the subfolder for which you want to restrict access.

2. Click the User Access tab.

   
   

3. If you want to require approval to publish, turn on the Expert Approval Required to Publish toggle, and add the approver.
4. From the Folder Security section, select one of the following options:
   • Unsecure
   • Public
   • Private
5. If you selected Private, add the people or groups you want to give access to.
6. Click Submit.

To modify or delete a category or sub category

• To modify a folder or subfolder, select the folder name under the Content Folders panel, make the required changes, and save.
• To delete a folder or subfolder, click the X next to the name under the Content Folders panel.
  If you are deleting a folder or subfolder that contains content, you must move or remove the content before you can delete the folder or subfolder.