Creating and Updating Services › Management of Services › Manage Folders

Manage Folders

Services exist in a folder structure. You can manage the predefined folder structure to meet your needs. Manage here means create, copy, delete, and move.

Follow these steps:

1. Click Catalog, Service Offerings.

   The Services tree appears and displays the folders containing services, organized hierarchically according to categories.

2. Expand the tree and select the folder that you want to manage.

   Note: To add a folder at the top level (root folder), click Add and name the new folder

3. Do one of the following actions in the selected folder:
   • Create a folder by clicking Add and naming the new folder. Go to the next step.
   • Edit a folder by selecting it and updating its fields. Go to the next step.
   • Copy a folder with or without inheritance, as follows:

     Select the folder and click Copy.

     Specify which one of the following you want to include in the copy:

     • All associated service option groups
     • Only links to these service option groups

     Expand the tree and select the folder to which you want to paste the copied folder.

     Click the Paste icon or the Paste as Inherited icon.

     The folder (and its child folders and services) or service is pasted to the new location.

     Inherited folders are named "Inherited from parent folder." When the parent folders or services are updated, the same updates occur in the child folders or services automatically.

   • Cut and paste a folder, as follows: Select the folder and click Cut. Expand the tree to the new location and click Paste.

     The folder moves from its old location where you cut it to its new location where you pasted it.

     Note: To paste the copied service to the top level (root folder), click the root folder and click Paste.

   • Delete a folder by selecting it and clicking the Delete icon.

     Important! Deletion is permanent. Deleted folders cannot be recovered.

     Deleting the folder deletes all services in it. Before you confirm the deletion, review the effects of deleting a service.

     Do one of the following actions if the folder that you want to delete contains inherited services.

     • Delete the child, inherited service.
     • Break the inheritance by editing the child, inherited service.

     Note: You cannot delete a service or folder that contains inherited services or folders.

     You have deleted the folder.

4. Complete the fields on the Details tab for the folder.

   Note: This step and the remaining steps apply only if you are creating or updating a folder.

   Your specifications are recorded.

5. Click the Permissions tab, and set permissions for the folder.

   Each role and group (if applicable) receives the access rights that you specify to the new folder.

   If a role or group has permission to access the folder, the associated users can perform the following actions:

   • View the folders and its subfolders in the catalog.
   • View, request, and subscribe to the services in the folder and its subfolders.
   • Access this folder, its subfolders, and associated services through searches and web service calls

   Conversely, if a role or group does not have permission to access the folder, the associated users do not have these rights.

6. (Optional) Review featured services. Specify any services in this folder to feature in the catalog.

   (Optional) Review service and folder inheritance. Specify additional services to inherit (include) with this folder.

   The system records your settings.

You have added or updated the service.