Categories

Published Dashboards are organized in Categories.
Categories can contain other Categories, like a tree of folders.

This Chapter documents the management of Categories.

Creating Categories

*When you install Alpana Server or create a new Tenant, no Categories exist by default.
You will need to create at least one Category for publishing.

Categories are managed like a tree of folders.
There are two types of Categories :

1. root Categories are at the root of the tree structure.
2. sub Categories are nested under root Categories or other sub Categories
   

Creating a root Category

To create a root Category, click Add new root Category :

Creating a sub Category

To create a sub Category, click on the desired parent Category, then click the Add sub Category icon in front of it :

New Category menu

When creating a Category, fill in the desired name and description, and click Save :

Managing Categories

Editing a Category

To Edit a Category, click on it, then click the Edit icon in front of it :

This allows you to change the Category name and description :

Deleting an empty Category

*A Category cannot be deleted while it still contains Dashboards, and while any of its Sub Category contains Dashboards.

To Delete a Category, click on it, then click the Delete icon in front of it :

Moving a Category

To move a Category, drag it and drop it onto another Category.

To move a Sub-Category to become a Root Category, use the dedicated button option on the Category :

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