In the IUIE, how do I manage folders in the Collections Catalog?

Note: This information is for Data Managers using the IUIE.

In the IUIE, when you display the Collections Catalog in Manage mode, you can modify how it is organized. To browse the Collection to see how reports are assigned or to perform any of the following tasks, ignore the search filter functionality and click the folders in the list to expand contents and options.

Note: Only an Administrator can change the folder structure at the system level, but you can modify the underlying Collection hierarchy and the user groups assigned as needed.

On this page:


Creating a folder

  1. In the IUIE, click the Manage Access tab, and then click Collections.
  2. At the bottom of the report object index on the left, click the Manage tab.
  3. In the report object index, navigate to the folder in which you want to create a subfolder. Click its icon to expand the options.
  4. Click Create Folder. The Add Folder page will display.
  5. In the "Folder Name" field, enter a name or label for the folder.
  6. In the "Description" field, type a description for the reports and the type of users who will commonly be assigned to the Collection.
  7. Click Save.

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Editing a folder

  1. In the IUIE, click the Manage Access tab, and then click Collections.
  2. At the bottom of the report object index on the left, click the Manage tab.
  3. In the report object index, navigate to the folder you want to edit. Click its icon to expand the options.
  4. Click Edit Folder Details. Editable details will appear on the right.
  5. Change the "Folder Name" and/or "Description" as needed.
  6. Click Save.

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Moving a folder

  1. In the IUIE, click the Manage Access tab, and then click Collections.
  2. At the bottom of the report object index on the left, click the Manage tab.
  3. In the report object index, navigate to the folder you want to move. Click its icon to expand the options.
  4. Click Move Folder. The Folder Assignment page will display.
  5. In the list on the right, select the target folder into which you would like to move the current folder.
  6. Click OK.

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Assigning a folder to an additional folder

  1. In the IUIE, click the Manage Access tab, and then click Collections.
  2. At the bottom of the report object index on the left, click the Manage tab.
  3. In the report object index, navigate to the folder you want to assign to an additional folder. Click its icon to expand the options.
  4. Click Assign to additional Folder. The Folder Assignment page will display.
  5. In the list on the right, select the additional folder into which you would like to move the current folder.
  6. Click OK, and a copy of the folder will be placed into the selected folder.

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Removing a folder from a folder

Note: This option will remove a folder from a folder to which it is assigned, but it will not delete the folder completely. If the folder you choose to remove is not located in any other folder, it will be moved to the Unassigned folder.

  1. In the IUIE, click the Manage Access tab, and then click Collections.
  2. At the bottom of the report object index on the left, click the Manage tab.
  3. In the report object index, navigate to the folder you want to remove. Click its icon to expand the options.
  4. Click Remove from Folder.
  5. Click OK.

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Deleting a folder

Note: This option will completely remove a folder from the Collection; use this option with caution. If the folder contains subfolders or user groups, you will need to empty its contents before the IUIE will allow the deletion.

  1. In the IUIE, click the Manage Access tab, and then click Collections.
  2. At the bottom of the report object index on the left, click the Manage tab.
  3. In the report object index, navigate to the folder you want to delete. Click its icon to expand the options.
  4. Click Delete Folder.
  5. Click OK to delete the folder and remove it from the Collection.

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This is document arjs in the Knowledge Base.
Last modified on 2013-02-19 00:00:00.

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