Create a Folder

To create a folder to manage objects, use these procedures.

Note: Roles can only be saved in the root folder.

Add a Folder from Access Control

If you have the necessary permissions, you can add a folder and configure permissions in Access Control .

1. In Access Control , in the Access Control Tree, click the folder under which you want to create the new folder.
2. In the ribbon click Home > Folder. The Create Folder dialog box is displayed.
3. Enter a folder Name. Folder names are case sensitive.

Note: The following characters are permitted in the name: letters, numbers, parentheses, square brackets, ampersands, plus signs, commas, semi-colons, and tildes. Additionally, the following characters are permitted but cannot begin or end the name: spaces, double quotation marks, single quotation marks, hyphens, underscores, periods, and grave accents. Names are limited to 255 characters. If you will be installing the Loftware Enterprise SP application on a computer running Windows Server, and transferring data between Loftware Enterprise SP instances, see the "Transferring Data in a Compressed File" section of the Loftware Enterprise SP Data Transfer Guide.

4. Enter a Description of the folder.
5. Specify whether Version Control will be turned on for objects saved in the folder. For more information, see Managing a Version-Controlled Environment.

   Note: You cannot change the Version Control setting after you save the folder for the first time.

6. Click Save.

The new folder is selected in the Access Control Tree and you can now configure permissions for this folder.

Configure Access to a Folder

To manage access to the folder, use the following procedure.

1. In Access Control , click the folder you want to manage access to from the Access Control Tree.
2. Define the permissions in the Default Permissions panel.
   • To grant a permission, click once to change it to granted .
   • To deny a permission, click twice to change it to denied .
   • To inherit the default permission from the folder containing this object, clear the check box to change the permission to inherited .

   Tip: You can double-click a row or column header to grant, deny, or clear permissions in that entire row or column.

3. Configure any exceptions to the default permissions.
   1. In the Group Permissions or User Permissions panel, click Add .
   2. In the Add Group or Add User dialog box, select a group or user, and then click OK.
   3. In the Group Permissions or User Permissions panel, click the group or user name to expand the permissions table for that group or user.
   4. Define the exception's permissions as in step 2.
4. Click File > Save or Save .

Add a Folder from the Save Dialog Box

You may be able to create folders when you are renaming or saving new label templates, forms, images, layer objects, layouts, reusable objects, field data catalogs, applications, business rules, processes, workflow templates, and data services. To create a folder while saving an object, use the following procedure.

1. Create a new object or open an existing object.

   Example

   In Label Design , create a new label template or open an existing label template.

2. Click File > Save As or if you are creating a new object, click File > Save or Save .
3. In the Save dialog box, click the folder in which you want to create a new folder.
4. Click Add Folder. The Add Folder dialog box is displayed.
   1. Enter a Folder Name. Folder names are case sensitive.
      Characters permitted in names

      The following characters are permitted in the name: letters, numbers, parentheses, square brackets, ampersands, plus signs, commas, semi-colons, and tildes. Additionally, the following characters are permitted but cannot begin or end the name: spaces, double quotation marks, single quotation marks, hyphens, underscores, periods, and grave accents. For letters, the case that you specify is displayed, but case is ignored when Loftware Enterprise SP interprets a name. If you will be installing the Loftware Enterprise SP application on a computer running Windows Server, and transferring data between Loftware Enterprise SP instances, see the "Transferring Data in a Compressed File" section of the Loftware Enterprise SP Data Transfer Guide.

   2. Enter a Folder Description.
   3. Specify whether Version Control will be turned on for objects saved in the folder.

      Note: You cannot change the Version Control setting after you save the folder for the first time.

   4. Click Save.
5. Enter a name for the object in the Display Name field.
6. Click OK.

Note: If you need to grant access and permissions to other users, you (or an administrator or user with the ROLE_ADMINISTRATOR role) must use Access Control  to configure permissions to the folder. By default, objects created in the new folder are accessible only to the user creating the folder.