About Catalog Folders

Each Security User has a Personal folder, which can be viewed by that user, Super Users, members of the MI Catalog Administrator Security Group, and members of the MI Power User Role Security Group. By default, each Personal folder contains the following subfolders:

• Datasets
• Charts
• Queries
• Reports
• Searches

When you access the Catalog, you will see at least your Personal folder. If you have been granted View permissions to other folders, those folders will also be displayed in the folder hierarchy.

The Catalog contains a Public folder, which contains items that can be shared with multiple users. If you are a Super User, a member of the MI Catalog Administrator Security Group, a member of the MI Power User Role Security Group, or a non-Super User who has been given explicit permissions to the Public folder, you will see the Public folder and its subfolders. If you do not have explicit permissions to access the Public folder, it will be unavailable when you access the Catalog. If you have been granted explicit permissions to access the Public folder, you will be able to select and expand it to view one or more of the folders and items that are stored within it, as shown in the following image.

Only the subfolders that you have been granted permission to access will be enabled. All other folders will be disabled.

Note: While you may not be able to access the Public folder through the Catalog itself, all users will be able to open and execute Catalog items that are stored within the Public folder and that are used within module-specific workflows or accessible through hyperlinks. In other words, even if a folder appears disabled when you view it in the Catalog, you may be able to access the items within that folder if they are involved in a workflow or hyperlink.

The Catalog contains a Baseline folder, which can be viewed by Super Users, members of the MI Catalog Administrator Security Group, and members of the MI Power User Role Security Group. The Baseline folder contains the baseline Catalog items that are provided by Meridium, Inc. Baseline Catalog items are items that are included in the baseline Meridium APM database. In other words, baseline items are those that will exist in your system before any customization has been performed. In some cases, the baseline items must be modified before they can be used effectively within your system. In other cases, you can simply use the Catalog item as it is delivered without modifying it at all.

Note: The Rules Library folder exists in the Public folder but not the Baseline folder. The Baseline folder is visible only to Super Users, members of the MI Catalog Administrator Security Group, and members of the MI Power User Role Security Group.

When new baseline items are added to the Catalog as part of a first-time installation, an upgrade, or the addition of an add-on package, the items are added in two places: a subfolder within the Baseline folder and a corresponding subfolder in the Public folder. Wherever Meridium APM rules reference the Catalog item, the rules reference the copy in the Public folder.

This means that if you need to customize any of the baseline content, you will need to modify the item in the Public folder. Items in a Baseline folder can be copied to Personal or Public folders and modified there, but cannot be modified within the Baseline folder itself. If you want to restore the original baseline functionality, you can copy the item from the Baseline folder and paste it into the Public folder.

When you upgrade to a new version of Meridium APM, new baseline Catalog items will be delivered to the Baseline and Public folders. If the new version of Meridium APM includes baseline Catalog items that have been modified by Meridium, Inc., the items in the Baseline folder will be overwritten with the modified content. If you have customized the corresponding item in the Public folder, Meridium APM rule logic will not modify the Public folder item. To use the new baseline functionality, you will need to manually copy the updated item from the Baseline folder to the Public folder.

Note: If you have customized an item in the Public folder and the item is removed from the Baseline folder during an upgrade, if your customized item has the same name as the Baseline item, it will also be removed from the Public folder. This means that if you want to retain changes to customized content that Meridium, Inc. has removed in a newer version, before you upgrade to that version, you should export the item so that you can import it after the upgrade is complete.

For example, assume that you have customized the Enterprise Analysis List query in the Catalog folder \\Public\Meridium\Modules\RCM. Now assume that you are upgrading to a new version of Meridium APM that provides an updated version of the baseline Enterprise Analysis List query. When you upgrade, the old baseline Enterprise Analysis List query in the Catalog folder \\Baseline\Meridium\Modules\RCM will be overwritten with the updated Enterprise Analysis List query. Your customized query in the Catalog folder \\Public\Meridium\Modules\RCM will, however, not be updated.

Note: A deletion is interpreted by Meridium APM rule logic as a form of customization. This means that if you delete a Catalog item from the Public folder, that item will not be added back to the Public folder by an upgrade.