About Catalog Folders

About Catalog Folders

In the Catalog, items are grouped into the following default folders:

  • Personal
  • Public
  • Baseline

Personal Folder

Each Security User has a Personal folder, which can be viewed by that user, Super Users, members of the MI Catalog Administrator Security Group, and members of the MI Power User Role Security Group. By default, each Personal folder contains the following subfolders:

  • Datasets
  • Charts
  • Queries
  • Reports
  • Searches

When you access the Catalog, you will see at least your Personal folder. If you have been granted View permissions to other folders, those folders will also be displayed in the folder hierarchy.

Public Folder

The Catalog contains a Public folder, which contains items that can be shared with multiple users. If you are a Super User, a member of the MI Catalog Administrator Security Group, a member of the MI Power User Role Security Group, or a non-Super User who has been given explicit permissions to the Public folder, you will see the Public folder and its subfolders. If you do not have explicit permissions to access the Public folder, it will be unavailable when you access the Catalog. If you have been granted explicit permissions to access the Public folder, you will be able to select and expand it to view one or more of the folders and items that are stored within it, as shown in the following image.

Only the subfolders that you have been granted permission to access will be enabled. All other folders will be disabled.

Note that the Public folder contains a Rules Library folder. Only administrative users should be allowed to view this folder in the Catalog. Be sure to set up the Catalog folder permissions to restrict access to the Rules Library folder as appropriate.

Baseline Folder

The Catalog contains a Baseline folder, which can be viewed by Super Users, members of the MI Catalog Administrator Security Group, and members of the MI Power User Role Security Group. The Baseline folder contains the baseline Catalog items that are provided by GE Digital APM. In other words, baseline items are those that will exist in your system before any customization has been performed. In some cases, the baseline items must be modified before they can be used effectively within your system. In other cases, you can simply use the Catalog item as it is delivered without modifying it at all.

Note: The Rules Library folder exists in the Public folder but not the Baseline folder. The Baseline folder is visible only to Super Users, members of the MI Catalog Administrator Security Group, and members of the MI Power User Role Security Group.

When new baseline items are added to the Catalog as part of a first-time installation, an upgrade, or the addition of an add-on package, the items are added in two places: a subfolder within the Baseline folder and a corresponding subfolder in the Public folder. Wherever GE Digital APM rules reference the Catalog item, the rules reference the copy in the Public folder.

This means that if you need to customize any of the baseline content, you will need to modify the item in the Public folder. Items in a Baseline folder can be copied to Personal or Public folders and modified there, but cannot be modified within the Baseline folder itself. If you want to restore the original baseline functionality, you can copy the item from the Baseline folder and paste it into the Public folder.

When you upgrade to a new version of GE Digital APM, new baseline Catalog items will be delivered to the Baseline and Public folders. If the new version of GE Digital APM includes baseline Catalog items that have been modified by GE Digital APM, the items in the Baseline folder will be overwritten with the modified content. If you have customized the corresponding item in the Public folder, GE Digital APM rule logic will not modify the Public folder item. To use the new baseline functionality, you will need to manually copy the updated item from the Baseline folder to the Public folder.

Note: If you have customized an item in the Public folder and the item is removed from the Baseline folder during an upgrade, if your customized item has the same name as the Baseline item, it will also be removed from the Public folder. This means that if you want to retain changes to customized content that GE Digital APM has removed in a newer version, before you upgrade to that version, you should export the item so that you can import it after the upgrade is complete.

For example, assume that you have customized the Enterprise Analysis List query in the Catalog folder \\Public\Meridium\Modules\RCM, and that you are upgrading to a new version of GE Digital APM that provides an updated version of the baseline Enterprise Analysis List query. When you upgrade, the old baseline Enterprise Analysis List query in the Catalog folder \\Baseline\Meridium\Modules\RCM will be overwritten with the updated Enterprise Analysis List query. Your customized query in the Catalog folder \\Public\Meridium\Modules\RCM will, however, not be updated.

Note: A deletion is interpreted by GE Digital APM rule logic as a form of customization. This means that, if you delete a Catalog item from the Public folder, that item will not be added back to the Public folder by an upgrade.

Create a New Catalog Folder

About This Task

Your permissions determine your ability to create new folders. With the lowest level of permissions, you can create a folder only in your Personal folder. With the appropriate permissions and user status (e.g., Super User), you can also create new folders in other Personal folders and in the Public folder.

Note: No user can create folders in the Baseline folder.

Procedure

  1. Access the Catalog page.
  2. In the left pane, select .

    The New Folder window appears.

  3. Enter a name and description, and then select Done.
    Note: Catalog folder names must be unique. Additionally, Catalog folder names are case insensitive. For example, if a subfolder named My Queries existed within your Personal folder, you would not be able to make a new subfolder within your Personal folder named MY QUERIES.

    The new folder is created and appears in the folder hierarchy.

Modify Catalog Properties

Procedure

  1. Access the Catalog page.
  2. In the left pane, select the folder whose permissions that you want to modify.

    The workspace for the selected folder appears.

  3. In the workspace heading, select , and then select Folder properties.

    The Catalog Folder Properties window appears, displaying the properties for the selected Catalog folder.

  4. As needed, modify the Catalog properties, and then select Done.

    The modifications to the Catalog properties are saved.

Copy an Existing Catalog Folder

About This Task

You can copy a folder and its contents and paste it within another folder.

Note: Subfolders can be copied and pasted only within the same Personal or Public folder. Folders cannot be copied and pasted between Personal and Public folders. Baseline folders cannot be copied, but items within Baseline folders can be copied.

Procedure

  1. Access the Catalog page.
  2. In the left pane, select the folder that you want to copy.

    The workspace for the selected folder appears.

  3. In the workspace heading, select , and then select Copy folder.

    The Catalog Folder Browser window appears.

  4. In the folder hierarchy, select the folder to which you want to copy the folder, and then select Done.
    Note: Folder names must be unique within the root folder. To copy a folder with the same name of one that already exists in the destination folder, you must first rename one of the folders.

    The Catalog folder is copied to the selected folder.

Move a Catalog Folder

About This Task

You can reorganize folders in the Catalog as needed. When you move a folder, all its subfolders will also be moved.

Note: You cannot move a folder to a Baseline folder.

Procedure

  1. Access the Catalog page.
  2. In the left pane, select the folder that you want to move.

    The workspace for the selected folder appears.

  3. In the workspace heading, select , and then select Move folder.

    The Catalog Folder Browser window appears.

  4. In the folder hierarchy, select the folder to which you want to move the folder, and then select Done.

    The folder is moved to the specified location in the Catalog.

Delete a Catalog Folder

About This Task

Deleting a Catalog folder will also delete its subfolders and the contents of those subfolders.

Note: You can delete only Personal and Public folders. You cannot delete Baseline folders.

Procedure

  1. Access the Catalog page.
  2. In the left pane, select the folder that you want to delete.

    The workspace for the selected folder appears.

  3. In the upper-right corner of the workspace, select , and then select Delete folder.
  4. On the confirmation dialog box that appears, select OK.

    The Catalog folder and its contents are deleted from the database.