Creating a Folder

This procedure describes how to create a folder in a Workspace A working area in the Planning domain where you define and edit new jobs and SMART folders.. Attributes defined in a SMART folder are inherited by the sub-folder and jobs within a folder.

Begin

From the Center Pane Toolbar, click Add Job and from the drop-down list, drag and drop a Folder into the Workspace.

The Create New Folder pane appears.
From the Folder Type drop-down list, select a SMART folder or a Regular folder, and click Create.

To view folder attributes, see Folder General Attributes.
From the Edit tab, select to define folder attributes, as follows:
- General: Defines information about the folder, as described in Folder General Attributes.
- Scheduling: Defines scheduling attributes for the folder, as described in SMART Folder Scheduling Attributes.
- Prerequisites: Defines the prerequisites The part of the job definition that controls the flow of your jobs, such as an event that controls flow sequence or a resource that controls load balancing. for the folder to execute, as described in Prerequisites.
- Actions: Defines the actions that Control-M performs after the folder has executed, as described in Actions.
Do one of the following:
- Add a sub-folder to your folder, as described in Creating a Sub-folder.
- Add a job to your folder, as described in Creating a Job.

Folder General Attributes

The following table describes the General attributes for a folder:

Attribute	Description
Folder Type	Determines one of the following folder types: Regular Folder: Enables you to collect and group jobs together. Jobs in a regular folder are processed independently of each other and according to the processing parameters defined. Definitions scheduled on the folder are not inherited by the sub-folder or jobs within the folder. SMART Folder: Enables you to schedule criteria at folder level, which is then inherited by the jobs and sub-folders within the SMART folder. You can also define prerequisites and actions on a SMART folder. Scheduling criteria on the folder enables a single folder to represent all the jobs within the folder. Default: SMART Folder
Folder Name	Defines the name of the folder. Rules: Characters: 1–64 , z/OS: 1–8. Case Sensitive: Yes Invalid Characters: Uppercase and lowercase Latin-1 special characters, blank spaces, ', $, /, , ?, and " . z/OS*: Non-English To include an ( or ) (an open or close parenthesis), preceded it with a / (forward slash), as follows: /( or /). If you rename a folder, note the following: You must load all the jobs in a folder into the Workspace. You cannot rename a folder that is partially loaded. The change is only on the folder name. The folder might run by an If-Action of another folder or job, or the folder name might be part of an event name. You need to update these attributes manually with the new folder name. If you want to revert to the original folder name, you must unload the folder from the Workspace. Any other changes you make to the folder or jobs within the folder are also reverted.
Description	Defines a free-text description of the folder. Rules: Characters: 1–4000 Case Sensitive: Yes
Control-M/Server	Defines the name of the Control-M/Server that processes the folder.
Run Method	Determines the method for running the folder, as follows: Automatic (Daily): Runs the folder at New Day A Control-M process that begins every day at midnight, adds jobs and folders to the Run Queue for the day that is about to begin, and removes jobs and folders from previous days.. None (Manual Run): Runs the folder only when you perform a manual run, as described in Running Jobs or a Workspace. Specific User Daily: Runs the folder in the User Daily Job that you define in User Daily Name. For load balancing purposes, the User Daily Jobs are scheduled for different times throughout the day.
Run as	Defines the username that is authorized to execute the jobs in the folder. Rules: Characters: 1–30 , z/OS: 1–8 Case Sensitive: Yes Invalid Characters: Uppercase and lowercase Latin-1 special characters, blank spaces, and '.
Application	Defines a descriptive name for related job groups. The jobs in these groups do not have to run at the same time. Rules: Case Sensitive: Yes Invalid Characters: Blank spaces and '. Finance
Sub-application	Defines a logical name for the Sub-application. Rules: Characters: 1–64 Case Sensitive: Yes Invalid Characters: Blank spaces and '. Payroll
Site Standard	Defines the Site Standard A set of rules that are relevant to your organization, are applied on the folder level, and determine how users must define folders and jobs. that is applied at folder level and applicable to all jobs within the folder. You can include rules, internal rules, and business parameters in a Site Standard, as described in Site Standards.
Variables	Determines variable types, names, and values, as described in Variables. Rules: Characters: 1–40, z/OS: 1–66 Value: 1–4,000, z/OS: 1–66 Invalid Characters: Latin-1 special characters, uppercase and lowercase. Control-M recognizes fields that you define with %% as variables A memory location with a name and value that you can reference in your job processing definitions, which Control-M resolves for the current job execution..
Created By	Defines the user who creates the folder. Rules: Characters: 1–64 Case Sensitive: Yes Invalid Characters: Blank spaces and '.
Priority	Determines the order that Control-M processes jobs. A higher priority forces Control-M to reserve resources from the Resource Pool A type of quantifiable resource, which represents the total amount of resources from a physical or logical device that a job can access. to ensure that the folder is submitted as soon as possible.
Documentation	Defines the location of the folder documentation.
Type	Determines whether the folder documentation is stored in a file or URL, as follows: URL: Saves the documentation in the URL that you define in the URL field. The format of the URL must start with: http://, https://, ftp://, or file://. File: Saves the documentation in a file that you specify in the Doc Path and Doc File fields. Doc Path Rules: Characters: 1–255 , iSeries (AS/400): 1–21 Case Sensitive: Yes Doc File Rules: Characters: 1–64 Case Sensitive: Yes Invalid Characters: Blank spaces and '.