Setting up content folders

BMC Helix ITSM: 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 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 Browse.
4. In the left pane, click All Folders to view all the available folders.

To create a new top-level content folder

1. Click + besides All Folders.
2. Enter a name and description.
3. In the Folder Hierarchy list, keep the Top Level selected.

4. If you want to display the categories in a specific order, enter a value in the Sort Order field. 

   The default is 0.

5. Click Save.

To create a new content subfolder

1. Click + besides All Folders.
2. Enter a name and description.
3. From the Folder Hierarchy list, select the required folder.
4. In the Sort Order field, enter a numeric value if you want the categories to be displayed in a specific order. The default is 0.

5. Click Save.

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 Request for Expert Approval 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 Save.

To modify or delete a category or sub category

• To modify a folder or subfolder, select the folder name under the All Folders panel, click the action menu in the folder, make the required changes, and save.
• To delete a folder or subfolder, click the action menu in the folder, and click Delete.
  If you are deleting a folder or subfolder that contains content, you must move or remove the content before you delete the folder or subfolder.