Folder Management

The Folders tool enables you to view and manage all the saved folders in your Control-M environment, as follows:

  • Manage Defined Folders: View and manage specific information about your folders, such as who is working on a specific folder, when a folder runs, or locate empty folders. You can also perform actions, such as open selected folders into a new workspace, or run an action on multiple folders at one time. To view the actions you can perform on folders, see Folder Actions.

    • If you want to remove folders, you can filter specific folders to view the number of jobs in each folder.

    • The folder is considered empty if there are zero jobs in a regular folder, or one job in a SMART folder.

  • Folder Synchronization: Manually push and pull your folders if you are working in a non-synchronization mode. If synchronization fails during check-in, you can view the synchronization problem in the Folders tool and push the folders to ensure that they are synchronized.

  • Assign a Site Standard: Apply a site standard to a single folder or multiple folders and enforce the validation of a site standard, as described in Assigning a Site Standard to a Folder. You can also assign a site standard to multiple folders and change the enforcement level.

    As an Administrator you can periodically check specific folders and verify that all the folders are assigned a site standard. You can assign a site standard to multiple folders at one time.

    You can only view folders and perform actions based on your authorization privileges.

Folder Actions

The following table describes the actions you can perform on your folders.

Actions

Description

Filter

Filters your specific folders by attribute.

Open

Opens your selected folders into a new workspace in the Planning domain and enables you to modify or duplicate the workspace.

Run

Runs the folders.

Delete

Deletes the selected folders.

Timeline View

Maps a user-defined selection of workspace jobs onto a Gantt chart, which graphically illustrates when each job is scheduled to run over a four-year period. This feature enables you to plan job run dates across your workflows and prevent scheduling conflicts, such as when a job is mistakenly scheduled to run on a date that its parent SMART folder is not. You can access this feature from the middle More drop-down list on the current workspace toolbar, or via the Folders tool, as described in Folder Actions.

A Control-M Scheduler adds a %%DATE system variable to an OS job in an existing workflow and then opens Timeline View. The Gantt chart shows that the job does not run outside of its scheduled parent folder run dates, nor before any necessary predecessor jobs. After this verification, the Scheduler checks in and runs the revised workflow, as described in Running a Workspace, Folders, or Jobs.

Site Standard

Assigns a site standard and sets the Enforced Validation.

If Enforced Validation is selected, the site standard applied to a folder is mandatory.

Pull

Pulls the selected folder definitions from the Control-M/Server to the Control-M/EM.

Push

Pushes the selected folder definitions from the Control-M/EM to the Control-M/Server.

Force Push

Pushes the selected folder definitions from the Control-M/EM to the Control-M/Server without restrictions.

If you apply changes to your folders or jobs on the Control-M/Server and they are not pulled to the Control-M/EM database, you must decide which version is the correct one. If you require the Control-M/EM version, then you can Force Push to override the version on the Control-M/Server.

Assigning a Site Standard to a Folder

This procedure describes how to assign and enforce the validation of a site standard on a single folder or multiple folders.

Begin

  1. From the Tools drop-down list, click Folders.

    The Folders pane appears.

  2. Assign a site standard to a single folder, as follows:

    1. From the Folders home page, select the required folder.

    2. From the Folders toolbar, select Site Standard.

      The Site Standard and Strictness pane appears.

    3. Toggle on Enforce Validation.
    4. From the Site Standard drop-down list, select a site standard.

    5. Click Apply.

      The site standard is applied to your folder.

  3. Assign a site standard to multiple folders, as follows:

    1. From the Folders home page, select the required folders.

    2. From the Folders toolbar, select Site Standard.

      The Site Standard and Strictness pane appears.

    3. From the Enforce Validation drop-down list, select one of the following options:

      • Do not change

      • Enforce validation for selected folders

      • Don't enforce validation for selected folders

    4. From the Site Standard drop-down list, select one of the following options:

      • Do not change

      • Change all

    5. Click Apply.

The site standard is applied to your selected folders.