Folders of Reporting Tools, Integration Models and Purge of Archives


Definition

Folders facilitate management of Service Manager internal reporting tools such as alerts, trends or scheduled reports, integration models and purges of archives. They have been grouped together in a tree structure.

EndDefinition
  • Each type of object has its own tree structure.
  • The root which is the highest level of the tree structure, identifies the function of the objects it contains.
  • Folders are defined below the root. They can each contain subfolders associated with a parent folder.
  • Objects are associated with folders in the lowest level of the tree structure.
     

You can use filters to manage reporting tool folders and integration model folders for each profile and restrict folder access to specific users.

Example

Authorize users access to reports in the Operation menu based on their profile.

  • Service Desk - Operator profile ==> Only access to reports associated with the Activity Monitoring folder
  • All other profiles ==> Access to all reports in the menu
     

==> Two filters will be created.

  • All reports filter:
    • Used to display all folders in the menu.
    • Accessible to all profiles except for Service Desk - Operator.
  • Activity Monitoring filter:
    • Used to display only the Activity Monitoring folder.
    • Accessible only to the Service Desk - Operator profile.

Notes

  • Each type of object have their own menu option for accessing the management of folders. Then you define folders in the same way for each type of object.
  • By default, the roots of reporting tools are called Scheduled Alerts, Trends, and Reports.
  • You can create as many folders as required in each tree structure.
  • Only the root will not have a parent folder.

Caution

  • When you move or delete a folder, this will move or delete all of its subfolders.

Best Practice

  • You should create filter to facilitate management of reporting tools and integration models. Open url.png See the procedure.

Menu access

  • Integration model folders: Administration > Integration > Folders
  • Reporting tool folders:
    • Administration > Alerts > Scheduled Alerts Folders
    • Administration > Trends > Trend Folders
    • Administration > Reports > Reporting Folders
  • Purge archives folders: Administration > Purge > Purge archives folders

Screen description

        Folder.png

Name: Name that identifies the folder.

Parent Folder: Name of the parent folder in the tree structure.

  • When you create a new folder, the default parent folder displayed is the one you selected in List mode.

Procedure and Wizards

How to create a filter to manage access to folders

Notes

  • Only for reporting folders and integration model folders.
  • Your user profile must be authorized to edit filters. Open url.png See User profiles > Edit rights and display rights.

    Open url.png See the procedure.

Wizards

Rename
Reorganize
Delete

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