Objects published to Intelligence Central are organized into folders. The object's publisher selects an existing folder or creates a new folder during the publishing process in Toad Data Point. Intelligence Central users can also create folders through the Web Console.
Intelligence Central can contain several different types of folders. These folders can differ by purpose, origin, contents, and characteristics. Review the following descriptions for different folder types in Intelligence Central.
The following folders are created by Intelligence Central and have specific functionality.
No folder assigned
The No folder assigned folder is a special folder.
Toad Data Point users can publish Transform and Cleanse Rules to Intelligence Central to share with other users. These Transform and Cleanse Rules are stored in the Common_Transformation_Repository folder. See the Toad Data Point Help for more information about this feature.
Aside from the special folders listed above, Toad Intelligence Central provides two types of folders for storing objects: secured folders and non-secured folders. Secured folders have visibility (sharing) and manage privileges assigned to them. Non-secured folders do not. See About Secured Folders for additional information.
An Intelligence Central server can provide one or both types of folders. A user with the Administrator role can configure which types of folders can be created and which user role/roles are allowed to create secured folders.
|Non-secured folder—Visible to all users.
|Secured folder—Secured folders are visible only to users with visibility (sharing) privileges and can be managed only by users with manage privileges.
You can create a new folder using the Web Console (Web Server). A folder can also be created through Toad Data Point when an object is published. Only alpha, numeric, and the underscore (_) characters are allowed in folder names. A name cannot begin with the underscore character.
For more information, see About Secured Folders.
To create a new folder
Click the button corresponding to the type of folder you want to create.
Note: If a button is disable, creation of that folder type is not allowed, either at the server level or in the selected parent folder. See the Restrictions listed above.
Note: A folder can be created by an object's publisher during the publishing process in Toad Data Point. See the Toad Data Point Help for more information.
On the Home page, you can drag-and-drop a folder to move it. To move a folder, a user must have the Administrator role or manage privileges to all objects in the folder. A folder cannot be moved if an object in the folder is locked by another user.
See About Secured Folders for more information about secured folders.
You can delete a folder if you have the Administrator role or have manage privileges to all objects in the folder (unless an object is locked by another user).
To delete a folder
You cannot delete the No folder assigned folder.
You can view information about a folder in Intelligence Central through the Folder Details pane. This is useful, especially for secured folders, which have sharing (visibility) and manage privileges assigned to them.
You can view the secured folders that have been shared with you. You can also view the parent folder of a secured folder that has been shared with you.
To view folder details
In the Home page of the Web Console, select a folder to display the Folder Details pane. Review the following for additional information.
Folder name. For a secured folder, managers of the folder can rename the folder.
Folder creator. This is the name of the user who initially created the folder.
(Secured folders) Displays the visibility (sharing) privileges for the selected folder. Managers can modify the visibility privileges.
Click Visibility to open the Alter Folder Visibility dialog where you can modify visibility and manage privileges for the folder. See Specify Visibility, Manage and Publish Privileges for Folders for more information.
(Secured folders) Displays the list of users and groups with manage privileges for the selected folder. Managers can modify the visibility and manage privileges for the object.
Click Managers to open the Alter Folder Visibility dialog where you can modify the manage privileges for the folder. See Specify Visibility, Manage and Publish Privileges for Folders for more information.
(Secured folders) Displays the list of users and groups allowed to publish objects to the selected folder. Users with manage privileges can modify publish privileges for the folder through the Alter Folder Visibility dialog. See Specify Visibility, Manage and Publish Privileges for Folders for more information.
For additional information about manage privileges for secured folders, see Manager Privileges.
Secured folders are special folders in Toad Intelligence Central. Secured folders have visibility (sharing), manage, and publish privileges assigned to them. Non-secured folders do not.
Secured folders have the following special characteristics:
The sharing and manage privileges specified for a secured folder are also applied to all objects in the folder.
The special characteristics of secured folders provide the following advantages:
These characteristics, along with the server-level Folder Security settings, allow companies to customize the way they define and manage object accessibility in Intelligence Central.
Use this feature to develop and implement a methodology for controlling and regulating the sharing and management of objects, files, and data.
Intelligence Central allows you to specify which type of folders users can create: secured, non-secured, or both. You can also specify which users are allowed to create and configure secured folders. These settings are specified at the server level by a user with the Administrator role.
To learn how to configure the server settings for secured folders, see Configure Server for Folder Security.
Review the following rules and restrictions that apply to secured folders and their objects.
Privileges Based on User or Role
Creating and Moving Folders
Moving and Deleting Secured Folders
Rules for Moving Objects into or out of a Secured Folder
Notifications of Secured Folder Activity
Secured folders have visibility (sharing), manage, and publish privileges assigned to them. Users with manage privileges to a secured folder can modify the visibility, manage, and publish privileges.
You can modify the visibility (sharing) options for a secured folder to which you have manage privileges. The sharing options you specify for a secured folder are applied to all objects in the folder.
To alter Visibility for a secured folder
For each user (or group) specify manage and publish privileges.
Manage—Select this option for each user (or group) to which you want to grant Manage privileges.
Publish—Select this option for each user (or group) to which you want to grant Publish privileges.
Note: When privileges are assigned to a group, a new member added to the group is automatically assigned the privileges of the group. When the user is removed from the group, any rights associated with that group are removed for that user. A user is given the highest level of privileges applied to them, whether it is as an individual user or as a member of a group.
TIP: Refresh or reload through your Web browser if changes to folder visibility are not immediately reflected in the Web Console.
You can modify the manage and publish privileges for a secured folder to which you have Manage privileges. The manage options you specify for a secured folder are applied to all objects in the folder.
For more information about manage privileges, see Manager Privileges.
You can also specify publish privileges to allow users to publish objects to the secured folder. Users with or without the manage privilege can be granted the publish privilege.
To modify Manage and Publish privileges for a secured folder
Users with Manage privileges to a secured folder can do the following:
Users with Publish privileges to a secured folder can publish objects to the folder from Toad Data Point.