Creating component folders in the operator console

The following procedures explain how to add, delete, and modify component folders, and how to move them within their hierarchy.

To add a component folder node

In the Main drawer of the navigation pane, click Global or My Folders.
From the Navigation Menu at the top of the drawer, choose Add Folder > Component Folder.
In the Add Component Folder dialog box, specify a name for the new component folder and optionally enter a description.
Under Folder Contents, select one of the following options to determine what components are displayed in the folder that you are creating:
- Static List of Objects - search for components and select the components that you want to include in the folder from the list returned in the search results.
- Dynamic- Contents Change - search for components based on the filter criteria that you specify. The list of components changes over time based on the filter criteria.
  The maximum number of CIs that a static or dynamic folder can hold is 500. You can configure this number in the pronet.conf file. For information, see Changing-the-maximum-number-of-configuration-items-CIs-in-a-folder.
To avoid performance issues when the navigation tree loads, use the following guidelines when you create component folders:
- To group Computer System CIs like devices, use groups. To group non-Computer System CIs like those that are defined in Atrium CMDB, use component folders.
- Be specific when you enter the search criteria to determine what CIs are included in the folder. High level or general search criteria could return too many results.
- When you create a dynamic folder, use Test Filter to verify approximately how many CIs match the search criteria that you enter. If the search results in too many CIs, enter additional attributes in the search criteria to narrow the search.

Continue with the following procedures, depending on what type of folder you are creating.

To add a static folder node

If you selected Static List of Objects, select one of the following types of components to include in the new folder:
- Groups and Devices: proceed to step 2.
- CIs from Service Model: proceed to step 3.
If you selected Groups and Devices, perform the following additional steps:
1. Under Available Components, select to search for Groups or Devices or All.
2. Enter the search criteria for the name of the group or device that you want to search for.
  
  The Groups and Devices list is automatically filtered based on the search criteria that you entered.
3. Select the group or device that you want to include in the folder and click the right arrow to move it into This Folder's Components.
  Tip
  You can also drag a group or device from Available Components and drop it into This Folder's Components.
4. To add another group, service, or device, repeat these steps.
If you selected CIs from Service Model, create a query to search for the CIs that you want to include in the folder by performing the following additional steps:
1. Select Create New Filter from the Filter list.
2. (optional) If you want all users that log on to the operator console to access the query that you are creating, select Make *Global (all users).
  
  An asterisk is placed next to the query name to indicate that it is global and is available to all users.
3. From the Class list, select the type of component that you want to search for.
4. If necessary, expand the query builder options by clicking the plus button next to the Class list.
5. Begin building the parameters for your query by selecting the attributes for the class type that you selected.
  
  To display additional attributes, click the plus button next to the attribute name.
  
  Each new attribute that you add narrows and refines the search. The query searches for components with all of the attributes that you specify, indicated by the AND before the attribute names.
  
  If you use the same attribute, but specify different values, then the query searches for components with any but not all of the values that you specify, indicated by the OR before the attribute names.
6. When you have finished specifying the query attributes, click Find.
7. Under Results, select the CI to add to the new component folder.
8. Click the right arrow to add the selected CI to This Folder's CIs.
  Tip
  You can also drag a component or subcomponent from Results and drop it into This Folder's CIs.
  
  The selected item appears beneath the new component folder in This Folder's CIs. Click the left arrow to remove the selected item.
  Note
  A device added to a CI folder node or subnode is not visible in the navigation tree but is useful in the Tile view.
9. To save the query to use again, click Save, enter the Query Name, and click OK.
  
  The saved query can also be used to search for CIs in the Find CI drawer in the navigation pane.
(Optional) To add a subfolder, perform the following additional steps:
1. Under This Folder's CIs, select the newly created component folder.
2. Click Add Subfolder .
3. Specify a name for the newly created component subfolder.
4. Repeat the previous steps to add more component subfolders.
On the Add Component Folder dialog box, click OK.

To add a dynamic folder node

If you selected Dynamic - Contents Change, create a query to search for the CIs that you want to include in the folder by performing the following additional steps:
1. Select Create New Filter from the Filter list.
2. (optional) If you want all users that log on to the operator console to access the query that you are creating, select Make *Global (all users).
  
  An asterisk is placed next to the query name to indicate that it is global and is available to all users.
3. From the Class list, select the type of component that you want to search for.
4. If necessary, expand the query builder options by clicking the plus button next to the Class list.
5. Begin building the parameters for your query by selecting the attributes for the class type that you selected.
  
  To display additional attributes, click the plus button next to the attribute name.
  
  Each new attribute that you add narrows and refines the search. The query searches for components with all of the attributes that you specify, indicated by the AND before the attribute names.
  
  If you use the same attribute, but specify different values, then the query searches for components with any but not all of the values that you specify, indicated by the OR before the attribute names.
6. When you have finished specifying the query attributes, click Test Filter.
7. Under Results, the CIs that match the search criteria are displayed up to a maximum of 500.
8. To save the query to use again, click Save, enter the Query Name, and click OK.
On the Add Component Folder dialog box, click OK.

To move a static component folder subnode within its parent folder node

In the Main drawer of the navigation pane, click Global or*My Folders* .
Select a folder in the navigation tree.
From the Navigation Menu at the top of the drawer, choose Edit Folder.
In the Edit Component Folder dialog box, select the component folder subnode that you want to move.
Click the Move Up or Move Down arrow button to move the component folder or collector subnode within the parent folder node hierarchy.
Click OK.
Tip
You can use this procedure to move a group, service, or device within its parent folder node.

To edit a component folder node

In the Main drawer of the navigation pane, click Global or My Folders .
Select a folder in the navigation tree.
From the Navigation Menu at the top of the drawer, choose Edit Folder.
In the Edit Component Folder dialog box, perform any of the following actions:
- Modify the name of the existing component folder
- Add or modify the description
- Add, delete, or move component folders, groups, services, or devices, if any
To save your changes, click OK.