Creating Folders for Holding Reports in UMP

Products

• DX Unified Infrastructure Management (Nimsoft / UIM)

Issue/Introduction

Introduction/Summary:

This document covers how to create a folder for holding reports that can be used in the Reports and Design sections of UMP.

Environment:

UMP 7.x and later

Instructions:

There are three different folder permissions in UMP:  private, public, and account.  All of these are by design in the product.  This should also not be confused with UMP user permissions.  A folder can be created in any one of these permissions, which will be shown in the following Reports and Design sections.

• Reports/Performance Reports
• Reports/List Reports
• Design/Performance Reports Designer

Follow These Steps for Creating the Folder

The following can be used to create a folder and save a report to it in Reports/Performance Reports:

•   In the lower right corner click the save as button to bring up the save dialog screen.  

         

<Please see attached file for image>

• Click the add folder icon to shoW new folder/new folder.  Rename this file to the folder name/ document name of your choosing.  Please see the illustration for  details.  

         

<Please see attached file for image>

•  Click the save button and the folder and document now show in the folder structure of the Reports/Performance Reports designer Open dialog screen.

         

<Please see attached file for image>

•  The folder will now show in the Design/Performance Reports Designer section.

         

<Please see attached file for image>

•  The folder will also show in the Design/List Design section when clicking the hourglass icon as shown in the following illustration.

         

<Please see attached file for image>

•  Finally this folder will be shown in the Design/List Design section when clicking the hourglass icon.

 

          

<Please see attached file for image>

Additional Information:

** NOTE:    The folder created above can only be viewed in the Design/List Designer under the 'permission type' that the folder was created under.  For example, a folder created with an 'account permission' of CA Technologies as the owner can only be viewed by a person logging in with the CA Technologies account permissions.  When the customer "account" logs into the Design/List Designer, they will only be able to view the folders that are relevant to their account with limited permissions; therefore, if you need to view these reports in this tab, you will need to log in with the customer's credentials related to that account. 

Environment

Release: CNMSPP99000-8.2-Unified Infrastructure Mgmt-Server Pack-- On Prem
Component: