Creating a SMART Folder

This procedure describes how to create a SMART Folder in a Workspace.

Before you begin

Ensure you have successfully completed Creating a Workspace.

To create a SMART folder:

1. From the Workspace tab, New area, drag and drop the folder template into the Workspace.
2. If the Control-M Server Selection dialog box appears, select the Control-M Server for the folder you are defining, and click OK.

   A folder is created, the Folder Type is set to SMART, and the folder properties appear in the right pane.

3. Click .

   The properties are enabled for definition.

4. Set SMART Folder parameters, as described in SMART Folder parameters.

   If you have a Site Standard applied, the relevant parameters' pattern parts are automatically populated.

5. Do the following:
   1. Define scheduling criteria, as described in Job scheduling.

      Jobs and Sub Folders can inherit scheduling settings.

   2. Define the dependencies of the SMART Folder or Sub Folder, as described in Job prerequisites.
   3. Define the actions of the SMART Folder or Sub Folder, as described in Job actions.

   The folder is now updated.