Using Service Builder › Management of Services › Add a New Folder

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Add a New Folder

Services can be contained in a folder structure. Folders can also be organized into a hierarchy of folders.

To add a new folder

  1. Click Service Builder, Services.

    The Services page appears. It displays the folders containing services, organized hierarchically according to category.

  2. Expand the tree and select the folder under which you want to add the new folder. Click Add.

    Note: To add a new folder at the service provider (top) level, click the plus sign without expanding the tree.

    The Folder Details dialog appears.

  3. Specify Folder for the Type field, because you are adding a new folder.

    The Folder Details dialog is set for a new folder (rather than a new service).

  4. Complete the fields on the dialog.

    Your specifications are recorded.

  5. Click OK.

    The folder is saved.

You have added the folder to the catalog.

Folder Details dialog for a New Folder

When you add a new folder, the Folder Details dialog for a new folder appears. You complete these fields as part of creating the folder. Adding a new service is a related but unique task that displays a similar dialog, the Folder Details dialog for a new service.

The following fields on the Folder Details dialog for a new folder require explanation:

Type

Specifies the type: Service or Folder.

Select Folder, because you are adding a new folder.

Date Created

Displays the date the folder was created. This field is read-only.

Note: The date and time shown are based on the time zone on the Service View server. The same is true for the date fields that follow.

The dates and times you enter in the date fields that follow affect the availability of the folder to catalog users.

Date Available

Specifies the date when catalog users can request or subscribe to the services in the folder.

Date Unavailable

Specifies the date when catalog users can no longer request or subscribe to the services in the folder.

Version

Specifies the version number of the service.

Enter the value in the format of major.minor.

major

Specifies a value of 1000 or greater.

Note: The values from 0 to 999 are reserved.

minor

(Optional) Specifies any number.

Code

Specifies the text value to represent the product code, subscription code, SKU # or any other applicable value.

Display Subfolders

Specifies whether the top-level subfolders under this catalog folder appear in the Browse section of the Requests page. Select one of the following options:

Use System Setting

Use the system or "global" setting to show or hide subfolders specified in the Browse Catalog: Show Subfolders parameter in the Request Management Configuration section of the Service Builder Configuration page.

If the value of the Browse Catalog: Show Subfolders parameter changes, all catalog folders that use the system setting are automatically updated accordingly.

Note: The Browse Catalog: Show Subfolders parameter and other Request Management Configuration settings are described in the Implementation Guide.

Show Subfolders

Specifies that this catalog folder always displays its subfolders in the Browse section of the Requests page, regardless of the value of the system setting.

Hide Subfolders

Specifies that this catalog folder never displays its subfolders in the Browse section of the Requests page, regardless of the value of the system setting.

Hiding these subfolders is often helpful when the number of them is so high that the following condition exists: Users must scroll through the Browse Catalog several times to view them all or to see the remaining catalog folders and their subfolders

Default: Use System Setting.

Sort By

Arranges the child folders or services according to the category you select.

Categories include Name, Selection Type, Code, Date Created, and so forth.

If you select Custom - use Sort Number, then the Catalog system uses the Sort Number field in the child service or folder.

The value of None provides no specific sort order.

Sort Number

Sorts the service according to the value you specify.

Note: This field applies only when the parent folder uses a setting of Custom - use Sort Number in the Sort Children By field.

Image

Assigns an image to a folder.

Click Browse to select the image from the %USM_HOME%\FileStore\images\offerings folder.

The maximum recommended size for a folder image is 48 x 48 pixels.

Important! The folder name FileStore is case sensitive. Therefore, use the correct case in path names and all other programmatic references.

Note: For information about setting up the filestore, see the Implementation Guide.