Create directories as self service

Note: How the creation via the web client works can be found here: https://help.migraven.com/folder-self-service-verzeichniserstellung-fuer-mitarbeiter/

Start wizard

To create a new folder, open the migRaven Explorer Folder Self Service Desktop Client, which will guide you step by step through the creation of a folder.

From the desktop: To do this, right-click on the icon in the task bar and go to Folder Self Service New Folder

migRaven Open the Self Service folder from the desktop

From Microsoft File Explorer: Right-click in the free field to open the context menu. Use this to call the integrated functions of the migRaven Desktop Client on. There click on Folder Self Service > New folder.

migRaven Open the Self Service folder in Explorer

1st step: choose template

In the first step, demands migRaven To choose a suitable template for the new folder. Use the drop-down menu and select the appropriate type for the new directory. The template determines all properties of the new folder to be created. So relieved migRaven the basic settings of the new directory. This affects the following settings:

  • Where is the directory created?
  • How can the authorizations on this directory be administered
  • The directory is automatically deleted after a certain period of time
Select a suitable template for the new directory
Note: You may not be able to see all of the templates. Visibility is controlled centrally. If you miss a template, please contact your migRaven Administrator.

Step 2: Define the folder name and description

The second step calls for migRaven You will be asked to provide a suitable name and a description of the use and purpose of the new directory.

Note: The description serves to be able to understand why the folder was actually created even after a long time. So please take your time and describe it as comprehensively as possible. This description is also displayed again directly in the folder properties. See last block.
Define the name and meaningful description of the directory

3rd step: Define the owner of the directory

Then you define the respective data owner including their distribution of rights for your folder. To do this, enter the name of the user. The entry also leads to a context search in the Active Directory. migRaven thus facilitates the selection of available users.

Note: Data owners are users who can manage the folder (ie delete & use data retention). Up to 5 owners can be defined. Data owners can add other owners and manage permissions.

Previously used data owners are listed in the list as suggestions. Do this by activating the controller "Is Owner" to the data owner, or search for other user accounts using the search field.

Select users who will own the new directory.

4th step: Assign rights for users

Next you can add the users via their user accounts who should be regularly authorized to the folder.

To do this, search for the users in the search field and select whether they are via Read & Execute (R&E) or Modify + (MD +) rights should have.

Define users and permissions for the new directory

5th step (optional): Define the time of deletion

Some templates are configured to automatically delete the folder. This is the case with exchange directories, for example. These are usually only in use for a certain time.

The owner of the folder will be informed shortly before the deletion. If it is defined in the template, the time of deletion can be postponed again.

Define the time of deletion for the new directory

Step 6: Summary

In the last step, you will be presented with a summary of the previously set options for checking. A comment is also requested.

Note: Compared to the description of the folder, the comment is there to name the trigger for the action (creation of the new directory). This could be a colleague's email or a service ticket.
Checking the settings and historizing the action

Et voilà - you have created your own folder.

7th step: Creation of the folder

A few seconds later the folder is opened via the central server components of migRaven generated. After successful implementation, all authorized users, if selected, will be informed by email.

With just a few clicks and without long communication loops, you can independently and transparently create a new directory using the migRaven Folder Self Service.

Permanent link to this post: https://help.migraven.com/verzeichniserstellung-migraven-desktop-client/