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  5. Folder Management

Folder Management

Overview and Purpose

Folder Management allows users to explore files related to 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. It has the following listed features:

  • Administrators can natively moderate Transact’s 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.

Note: As of 2020.1.06, users will not be able to view backup XML files.

Folder Selection Widget

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

Figure 1. The SharedFolders Drop-Down Menu

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 will appear in the dropdown.
  • 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 following tree displays all directories of the folder selected from the dropdown. Users can click on the node to expand and select a subfolder as well.

Figure 2. The Folder Management Tree

Folder Management Grid

The Folder Management Grid shows the contents (both files and directories) of the element selected from the drop-down list.

Figure 3. The Folder Management Grid

Sorting and Filtering

There is a provision for sorting and filtering columns in the grid which helps users to view only specified content.

Figure 4. Folder Filtering Drop-Down Menu Options

Go down the hierarchy

Users can go down the hierarchy three ways:

  1. Click the folder in the tree.
  2. Use CTRL+K on the row in the grid.
  3. Double-click on the row.

Right-click file/folder

Right-clicking on 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.

Figure 5. Right-Click Menu Options

Note: 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 on the name of the folder.

Figure 6. Rename Folder Functionality

Options Panel

Seven options are available in the options panel:

Figure 7. The Options Panel

  1. 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. On creating a new folder it comes in an editable mode in case you want to rename it.
  2. Up: Allows a user to go one level up in the folder structure.
  3. Refresh: Refreshes the content of the folder currently selected in the folder tree.
  4. Cut: Copies the files selected via checkboxes and deletes the originals.
  5. Copy: Copies the files selected via checkboxes.
  6. Paste: Pastes the files that are copied/cut.
  7. Delete: Deletes the files selected via checkboxes.

Upload Files

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.

Figure 8. The File Upload Screen

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

Note: Starting with 2020.1.02, Ephesoft introduced new security measures for uploading files from Folder Management. By default, uploading files from Folder Management is disabled. Refer to KB00020735 for steps to enable this action.


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