Catalog page

Use the Catalog page to locate objects in the catalog and perform tasks specific to those objects. The objects and options that are available to you are determined by your system privileges and the permissions assigned to individual folders and objects.

Use the Catalog page to:

Perform basic tasks. For example, open, copy, delete, search for objects, and create folders.
Move objects by dragging and dropping them to different locations within the catalog.
Perform object-specific tasks. For example, assigning an agent or adding an object to a briefing book.
Archive specific folders, objects, or the entire catalog.
Set permissions on individual objects and folders.

For more information, see:

Components

Folders pane

Use the "Folders pane" to display the catalog as a directory hierarchy or to display only those folders and objects that you created or that you marked as your favorites.

Search pane

Use the "Search pane" to provide search criteria and initiate a catalog search.

Catalog area

Use the "Catalog area" to view the results of your search, open folders to browse content, and initiate tasks specific to an object.

Tasks pane

Use the "Tasks pane" to initiate tasks specific to an object.

Preview pane

Use the "Preview pane" to preview the object that you selected in the Catalog area. This pane is not visible until you click the button to display it.

Toolbar

The buttons that are enabled for the toolbar vary between object types. The toolbar contains the following buttons:

User View — Defaults to User View. You can select Admin View if you have administrative permissions. Admin View enables you to perform all administrative tasks and access the catalog root folders, which provide detailed information about all users and system objects.
New — Use to create new objects. After you select the object to create, the object's editor displays where you can begin building the object.

If you have administrative permissions, then the New menu displays the Folder link that you can select to create a catalog folder.
Refresh — Use to update the catalog with content or folder changes.
Up — Use to navigate to a parent folder or directory.
Show/Hide folders panes — Use to hide or show the Folders pane and Tasks pane.
Search — Use to display the Search pane. Deselect this button to display the Folders pane.
Change list view type — Use this list to select how much information about folders and objects to display in the Catalog area.
- Descriptive — Select to display the object or folder's name, type, owner, and date modified and Expand, Open, Edit, and More links. This view enables you to perform tasks directly from the object's listing.
- Details — Select to display the object or folder's name, type, owner, and date modified.
- List — Select to display object and folder name, only.
View — Use to view the selected object. For example, if you select a report and click this button, the report viewer launches and shows you the report.
Edit — Use to modify a selected object using the associated editor or run a script, URL, or web service action.
Print — Use to print the current dashboard page, analysis, or the information in the Preview pane.

You can print a dashboard page or analysis using a standard print layout (Printable HTML or Printable PDF). For a dashboard page, you can also print using a custom print layout, if one or more custom print layouts are available for the dashboard page. For information on custom print layouts, see "About Creating Custom Print Layouts for High-Fidelity Printing of Dashboard Pages".
Export — Use to export a copy of an object or the object's data to a variety of formats (for example, PDF or spreadsheet).
Delete — Use to remove a selected object or folder from the catalog.

When deleting shared folders or objects, be aware that other users who have added shared objects to their personal dashboards no longer have access to them.
Copy — Use to copy a selected object or folder to paste in another directory.
Paste — Use to paste a copied object to another location.

Location

Displays the directory path of a selected object. Use as a way to determine where you are within the directory structure.

Show Hidden Items

Select to display all object-related settings and data such as system privileges, metadata, and cached data. When you select this option, hidden folders, including the following folders, are displayed: _Portal, _Filters, _Prefs, _Alerts, _Agents, and _Delivers.

Catalog area

Use this area to view your search results and browse business intelligence objects and folders. If you use the full-text search, messages will display at the top of the Catalog area indicating the indexing status (indexing makes the objects available to the search) or if you need to refine your search.

You can also use this pane to perform object-specific tasks and to move objects by dragging and dropping them to different areas within the Catalog. You can drag and drop objects within the Catalog area or from the Catalog area to the "Folders pane".

This area is part of the "Catalog page".

For more information, see:

Components

Type

Use this list to specify which object type to display in the catalog area. Selecting an object type applies only to the folder that you are viewing and not to the whole catalog. For example, if you are viewing content in the /My Folders location and select the Dashboard object type, only the dashboards within the /My Folders location display in the Catalog area.

Sort

This field displays if you selected either the List or Descriptive view type in the Change list view type list located in the "Catalog page" toolbar.

Use this list to specify how you want to sort the objects in the Catalog area. By default, objects display in alphabetical order (A-Z). For example, you can select the Last Modified Ascending option to view the object chronologically.

Show More Details

This field displays if you selected the Descriptive view type in the Change list view type list located in the "Catalog page" toolbar.

Use to display more information about specific object types. For example, if the Catalog pane listing contains agents and you select the Show More Details option, the information listed with the agent includes last run, next run, recipient, and priority information.

Object/Folder Links

Use to view a list of catalog objects and to initiate a specific task from an object. The way in which the objects display in this area (for example, list or details) is determined by the view type selection that you made in the Change list view type list located in the "Catalog page" toolbar.

The tasks available for each object depend upon the object's type, the object's permissions, and your privileges. The tasks that display in the Catalog area also display in the "Tasks pane". For descriptions of these tasks, see "Tasks Options".

If the Catalog area displays results from a full-text search and those results contain dashboards, the Catalog area provides the Open with Search Filter option which, when clicked opens and applies the search criteria values as prompt values to the dashboard.