Creating a Folder

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

Begin

  1. 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.

  2. From the Folder Type drop-down list, select a SMART folder or a Regular folder, and click Create.

    To view folder parameters, see Folder General Attributes.

  3. From the Edit tab, select to define folder parameters, as follows:

  4. Do one of the following:

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 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

Server

Defines the name of the Server that processes the folder.

Run Method

Determines the method for running the folder, as follows:

Run as

Defines the username that is authorized 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 in these groups do not have to run at the same time.

Rules:

  • Case Sensitive: Yes

  • Invalid Characters: Blank spaces and ' (apostrophes).

Sub-application

Defines a logical name for the Sub-application.

Rules:

  • Characters: 1–64

  • Case Sensitive: Yes

  • Invalid Characters: Blank spaces and ' (apostrophes).

Application = Finance, and Sub-application = Payroll.

Site Standard

Defines the Site StandardClosedA 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 select to include a rule, an internal rule, 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

  • Value: 1–4,000

  • Invalid Characters : Latin-1 special character letters (uppercase and lowercase)

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 PoolClosedA 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