Browse Files

The Browse Files component of the Modern Design interface helps you keep your files and folders organized, making them easier to find and use. The available folders, files, and actions in the Browse Files component depend on your role and permissions.

Note: The Browse Files component is required to use the Scheduler.

Find files or folders to manage

To find files or folder to manage in the Browse Files component, complete the following steps:

1. Log into the Pentaho User Console (PUC).

2. Open the Browse Files component by taking one of the following actions:

   1. If you are using the Modern Design of PUC, in the menu on the left side of the page, click Browse Files.

   2. If you are using the Classic Design of PUC, click Switch to Modern Design, and then select Browse Files.

   The Browse Files component opens.

3. To display the list of files or folders that contains the one you want to manage, take one of the following actions:

   • In the left sidebar navigation menu, select one of the following options:

     Menu option	Description
     Browse Files	Displays a list files and folders in the Home folder of your repository.
     Recently opened	Displays a list of recently opened files.
     Favorites	Displays a list of files that you have marked as favorites.
     Trash	Displays a list of files and folders that you sent to the trash.

   • In the Folders pane, expand folders to find the one that contains the file or folder you want to manage and then select that folder.

   The list of files and folders is displayed in a table on the main pane of the Browse Files component.

Manage files and folders in repository

You can take one of the following actions for a file or folder in the repository: open, schedule, download, move, duplicate, send to trash, info, or rename.

Before you can manage a specific file or folder, you must find the folder that contains it. For details, see Find files or folders to manage.

To manage a specific file or folder, complete the following steps:

1. In the list of files and folders containing the one you want to manage, browse or search for the specific file or folder you want by name.

2. Manage the file or folder by taking one of the following actions:

   1. To open the file or folder, click Open. Folders open to display their contents in the main pane of the Browse files component. Files open in the Classic Design of PUC.

   2. To manage the file or folder, in the rightmost side of its row, click the More Actions icon, and then select one of the following options:

      Option	Description
      Schedule	Opens the Create Schedule window, where you can configure a transformation or job to run once or on a recurring schedule, according to settings you specify. The Schedule option is available only for transformation (.ktr) and job (.kjb) files. For detailed instructions on creating a schedule, see Schedule a transformation or job.
      Download	Downloads the file or folder to your default download folder. Folders and their contents are downloaded as zip files.
      Move	Opens the Move to window. In the Move to window, you can navigate to a different folder or create a new folder and click Move here to move the file or folder to that folder.
      Duplicate	Opens the Duplicate to window. In the Duplicate to window, you can navigate to a different folder or create a new folder and click Paste here to create a duplicate of the file or folder in that folder.
      Send to trash	Opens the Send to trash? dialog box. You can click Yes to move the file or folder into the trash.
      Info	Opens a window that displays information about the file or folder. You can also copy the file path from the Info window by clicking Copy source.
      Rename	Important: After you rename a transformation or job, any dashboards, schedules, or favorites linked to it become inactive and stop functioning. Makes the transformation or job name editable in the table. After you enter a new name, you must click OK to rename the transformation or job.

Manage files and folders in trash

You can restore or permanently delete files and folders that you have moved into the trash.

Find the file or folder you want to manage in the Trash and then do one of the following:

1. Log into the Pentaho User Console (PUC).

2. Open the Browse Files component by taking one of the following actions:

   1. If you are using the Modern Design of PUC, in the menu on the left side of the page, click Browse Files.

   2. If you are using the Classic Design of PUC, click Switch to Modern Design, and then select Browse Files.

   The Browse Files component opens.

3. In the left sidebar navigation menu, select Trash. The list of files and folders that you sent to the trash is displayed in a table on the main pane of the Browse Files component.

4. To manage the file or folder in the trash, take one of the following actions:

   • To restore the file or folder from the Trash, click Restore.

   • To permanently delete a single file or folder in the Trash, click the More Actions icon, and then select Permanently delete.

   • To permanently delete all files and folders in the Trash, click Delete all permanently.

Create a new folder

You can use the Browse Files component to create a new folder in your repository.

To create a new folder, complete the following steps:

1. Log into the Pentaho User Console (PUC).

2. Open the Browse Files component by taking one of the following actions:

   1. If you are using the Modern Design of PUC, in the menu on the left side of the page, click Browse Files.

   2. If you are using the Classic Design of PUC, click Switch to Modern Design, and then select Browse Files.

   The Browse Files component opens.

3. In the Folders pane, expand folders to find the one where you want to create a new folder.

4. Click + New folder. In the main pane of the Browse Files component, at the top of the table, a new row is added, and the Name field is made editable.

5. Enter a Name for the new folder and click the Ok icon (a green checkmark). The new folder is added to the table and assigned to you as the owner.

Upload files and folders

In the Browse Files component, you can upload one or more files or a folder and its contents to your repository. Folders must be in a zip file format to upload.

To upload files or a folder and its contents, complete the following steps:

1. Log into the Pentaho User Console (PUC).

2. Open the Browse Files component by taking one of the following actions:

   1. If you are using the Modern Design of PUC, in the menu on the left side of the page, click Browse Files.

   2. If you are using the Classic Design of PUC, click Switch to Modern Design, and then select Browse Files.

   The Browse Files component opens.

3. In the Folders pane, expand folders to find the repository folder where you want to upload your file or folder.

4. Click Upload.

5. In the window that opens, find the Drop file here box, and then drop one or more or more files or folder zip files in the box.

6. (Optional) To set logging preferences for the upload and manage file permissions for the uploaded files, turn on the Advanced options toggle, and then edit the following options:

   Option	Description
   Replace files	Specifies that if a file with the same name already exists in the folder, the uploaded file replaces it.
   Don't upload	Specifies that a file is not uploaded when it has the same name as a file already in the folder.
   File permissions	Specifies how to handle permissions for an uploaded file that was previously stored on Pentaho Platform and has existing metadata. Use the following options to specify how you want files handled if metadata is detected: Do not change permissions Retain permissions Set owner based on uploaded file Do not change owner
   Logging	Specifies whether the system displays logging details for your upload request. Turn on the Logging option to view logging details for the upload.

7. Click Upload. The files are uploaded and displayed in the main pane of the Browse Files component.