Add A Cabinet

To create a new cabinet, click the Cabinets button to get the cabinet manager, then click the Add button.

NOTE: Not all of these options are available when you edit a cabinet.

Basic Settings

Every cabinet must have a unique name and a location. The location is the Windows folder where the cabinet’s data will be saved.

Cabinet Name

You must provide a unique name for the cabinet. The name cannot be the same as any other cabinet name. Note that this is for display purposes only; it does not need to match the name of the folder where the cabinet data will be located.

Type

Select the kind of cabinet you want. These are described in Cabinet Types.

NOTE: Once you’ve created a cabinet, you can’t change its type. If you need to change the cabinet type for an existing cabinet, you’ll need to delete the cabinet definition and add the cabinet back in again. This does not delete the actual cabinet contents.

Cabinet Location

Next you will need to provide the cabinet location:

Use Default Location
Creates a new, empty cabinet in the default location (see File Management Settings for more information on the default location).
Browse to Existing Location
You can pick any Windows folder on your computer or the network to host the cabinet. If the folder already has files in it, they’ll automatically become the cabinet’s contents. See The Cabinet Structure to understand how your files will look as a cabinet.

Prevent Cabinet Files and Folders from Being Deleted

You can optionally prevent anything from being deleted from the cabinet with the Prevent Cabinet Files and Folders from Being Deleted option. This will prevent:

  • Deletions
  • Moving files/folders
  • Drag/drop

IMPORTANT: This security only works within Enterprise Organizer Pro. Users can still delete through Windows Explorer!

Show Cabinet’s Base Folder as a Drawer

If there happen to be files in the cabinet’s main folder, you wouldn’t normally be able to see them since Enterprise Organizer Pro expects all files to be in drawers. To get around this, you can display a special drawer to show any files in the main folder: the Cabinet Base Folder drawer. It will appear at the top of the list of drawers. See The Cabinet Files Drawer for more information.

Layout

Enterprise Organizer Pro offers a few layout options to make the interface more adaptable to different needs:

Standard Layout
This is the default layout, with Drawers on the left, Folders in the middle, and Files on the right.
Display Drawers in Drop List
Instead of having a column of drawers on the left, you can display them as a drop-list above the Folders list. In this layout, there are only two columns: Folders and Files. This leaves more room for using thumbnails or the Preview window.
Do Not Use Drawers
This layout eliminates the Drawers column and instead gives you a tree view of Folders on the left and Files on the right. It’s an excellent choice for users who prefer an Explorer-type view.
Do Not Use Folders
This layout eliminates the Folders column. It only shows Drawers on the left and Files on the right. NOTE: If your cabinet already has folders in the drawers, they’ll be hidden and inaccessible in this layout.
Open Split View
You can automatically open the Split view whenever you go to this cabinet. You can also choose the cabinet you want to display on the bottom (optional).
Use as Inbox
You can optionally turn a cabinet into an Inbox. The inbox is a place where you retrieve incoming files, like scans or faxes, and move them into your cabinets. It displays a split view with your incoming files folders on the top, and a regular cabinet on the bottom. The idea is that you can select the incoming files and easily drag/drop them into the cabinet view below. See Using an Inbox for more information.

Index

The Index tab has options that control cabinet indexing for full-text search using Enterprise Organizer Pro’s built-in document search engine. Full-text searching is a powerful and easy way to locate documents. See Indexes and Indexing for more information on indexes and their role.

Auto Index Cabinet
The Auto Index Cabinet option will enable full-text searching for this cabinet and, more importantly, keep the index current by automatically re-indexing it periodically.
Index Owner
When a search index is shared on the network, only one computer is allowed to update the index. This is the index Owner. The Index Owner section shows which computer is maintaining the shared index.
Index Path
The Index Path shows where the search indexes are located.

Alt Location

Under the Alt Location tab, you can specify an alternate cabinet location. In other words, you can provide a second path where the cabinet data will be found if the main cabinet location is not available. For example, if the primary location is a network drive, and the network files are mirrored to the local machine, you could enter the local path as an alternate cabinet location. If the network goes down or if the machine is taken off of the network (e.g. a notebook computer), Enterprise Organizer Pro will automatically switch over to the alternate location until the main location comes back online.

NOTE: This option isn’t available for all cabinet types.

Confirmation

When the settings are correct, click the OK button. Your new cabinet will be created and will appear in the list of cabinets in the Cabinets Dialog. Click OK to return to Enterprise Organizer Pro.

You can now create drawers and folders to organize your cabinet. See Drawer Basics and Folder Basics for more information.

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