› Folder Management

Folder Management

With Folder Management, you can explore files related to the Transact operation or batch class design. You'll be granted permission to access the SharedFolders root or a batch class directory depending on your permissions.

  • Administrators can natively moderate the Transact folder structure without RDP or SSH.
  • Administrators can download the final output of batch instances or other files for review. Files can be added, modified, or deleted for Search classification, testing, and script functions related to a batch class.

Folder selection

This drop-down list shows all the folders available for selection. By default, the first element from the drop-down list is selected.

The options appearing in the list of available folders depend on the role assigned to the user who has logged in:

  • Super Administrators: The SharedFolders option appears in the drop-down list. Additionally, all batch class folders present in the shared folders appears in the drop-down list.
  • Administrators: Only the Batch class folders (from the shared folder) appear in the list that the user has permission to access.

Folder management tree

The tree displays all directories of the folder selected from the drop-down list. Users can click the node to expand and select a subfolder as well.

Folder management grid

The folder management grid shows the contents (both files and directories) of the element selected from the drop-down list.

Go down the hierarchy

Users can go down the hierarchy three ways:

  • Click the folder in the tree.

  • Use CTRL+K on the row in the grid.

  • Double-click the row.

Right-click file or folder

Right-clicking a file or folder in the grid provides the following options:

  • Cut: Copies the selected file or folder and deletes the original.

  • Copy: Copies the selected file or folder.

  • Delete: Deletes the selected file or folder.

  • Download (Option only for files): Opens the browser dialog box to open/save the file.

Each of the above right-click options are provided for individual files (on which the right-click has been performed) and not on the selected folder or files.

Rename functionality

The Name column is editable. You can rename any column by directly clicking the name of the folder.

Options panel

Seven options are available in the options panel:

  • New Folder: Creates a new folder under the currently selected folder. Each time a new folder is created, it is automatically assigned the name "New Folder" with an index appended at the end. When creating a new folder, it becomes editable in case you want to rename it.

  • Up: Moves one level up in the folder structure.

  • Refresh: Refreshes the content of the folder currently selected in the folder tree.

  • Cut: Copies the files selected via check boxes and deletes the originals.

  • Copy: Copies the files selected via check boxes.

  • Paste: Pastes the files that are copied/cut.

  • Delete: Deletes the files selected via check boxes.

Upload files

By default, uploading files from Folder Management is disabled. To enable this action, see KB00020735.

You can upload files by either dragging and dropping them or by selecting them via the Browse option. Files are uploaded to the currently selected folder. After selecting the files, upload progress along with the file name displays in a grid with a screen mask.

After the files are uploaded successfully, the bottom panel is again changed to the drag and drop view.