Creating a Folder

This procedure describes how to create a folder in a WorkspaceA working area in the Planning domain where you define new jobs and folders or edit existing jobs and folders. Parameters defined at folder level are inherited by the sub-folder and jobs within a folder.

Begin

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

The Create New Folder pane appears.
From the Edit tab, select to define folder parameters, as follows:
- General: Defines information about the folder, as described in Folder General Attributes.
- Scheduling: Defines scheduling parameters for the folder, as described in Folder Scheduling Attributes.
- Prerequisites: Defines the prerequisitesThe part of the job definition that controls the flow of your jobs, such as an event that controls sequence or a resource that controls load 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 Name	Defines the name of the folder. Rules: Characters: 1-64 Case Sensitive: Yes Invalid Characters: Latin-1 special character letters (upper and lower case), blanks, single quote marks, $, / , *, ?, " To include a parenthesis - ) or ( - precede it with a slash: /( 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 name of the folder, 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 description of the folder in free text. Rules: Characters: 1-4000 Case Sensitive: Yes
Server	Defines the name of the Server that processes the folder.
Run Method	Determines the method for running the folder, as follows: Automatic (Daily): Runs the folder at New DayA Control-M process that occurs at midnight at the beginning of each day, which adds the 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.
Run as	Defines the username with the authorization to execute the jobs in the folder. Rules: Characters: 1-30 Case Sensitive: Yes Invalid Characters: Latin-1 special character letters (upper and lower case), blanks, single quote marks
Application	Defines a descriptive name for related job groups. The jobs do not have to run at the same time. Rules: Case Sensitive: Yes Invalid Characters: Blanks, single quote marks
Sub-application	Defines a logical name for the Sub-application. Rules: Characters: 1-64 Case Sensitive: Yes Invalid Characters: Blanks, single quote marks Application = Finance, and Sub-application = Payroll.
Site Standard	Defines the Site StandardA set of rules that are relevant to your organization and applied on the folder level, and that determines how users must define folders and jobs that is applied at folder level, and applicable to all jobs within the folder. You can select to include a rule, an internal rule, and business parameters in a Site Standard, as described in Site Standards.
Variables	Determines the variable type, name, and value, as described in Variables. Rules: Characters: 1-40 Value: 1-4000 Invalid Characters : Latin-1 special character letters (upper and lower case) If you include %% in the value for a job definition attribute, Control-M treats this as a variableA name and value pair that you can reference in your job processing definition, which Control-M resolves for the current execution of the job.
Created By	Defines the user who creates the folder. Rules: Characters: 1-64 Case Sensitive: Yes Invalid Characters: Blanks, single quote marks
Priority	Determines the order that Control-M processes jobs. A higher priority forces Control-M to reserve resources from the Resource PoolA 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 documentation of the folder.
Type	Determines whether the documentation for the folder is in a file or URL, as follows: URL: Saves the documentation in the URL that you provide in the URL field. The format of the URL address must start with: http://, https://, ftp://, 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 Case Sensitive: Yes Doc File Rules: Characters: 1-64 Case Sensitive: Yes Invalid Characters: Blanks, single quote marks