Product Documentation

Using Folders

Nov 28, 2012

The resources in the Resources pane can be viewed in two different ways:

  • In Server View, all your managed resources are listed and grouped hierarchically by pool, then by server.
  • In Folder View, you can organize and manage your physical and virtual resources by folder, resource type, tag and custom field. You can simply drag a resource onto a folder to move it into that folder; to apply a tag to a resource, simply drag it onto the tag.

To switch between Server View and Folder View, click on the Views list above the Resources pane, and select Folder View or Server View from the list.

Working in Folder view

A folder is a container that you can use to group any managed resources in whatever manner makes sense for your environment; for example, you might create a folder for each branch office in your organization. Folders can contain any type of resource from anywhere in your XenServer environment. Resources can be accessed independently of the folder in which they are referenced.



The organization of folders in XenCenter is conceptual, not physical. The resources are not physically located in the folder, so therefore, you can place resources into folders independently of their physical location. For example, placing a VM into a folder does not place its host server in the folder as well; placing a server into a folder does not place all the VMs and storage resources on that server into the folder as well.

Adding tags and custom fields to resources is easy in Folder View: to tag a resource, you simply select it and drag it onto a tag in the Tags group. Similarly, to add a custom field to a resource in Folder View, you select it and drag it onto an entry in the Custom Fields group. Note that networks and virtual disks cannot be selected in Folder View, and so to add tags and custom fields to them, you should use the General tab as described in Using Tags and Using Custom Fields.

Folder can also be used in search queries, for example, you can search by folder, with a contained in / not contained in relation and a drop down hierarchy of folders. See Create a Search Query.

The folder in which a resource is currently located is shown on the resource's General tab and in its Properties dialog box, so you can see folder information for a resource at all times. You can also move a resource into a different folder or remove it from a folder from the General tab.

To create a new folder

The simplest way to create a new folder is in the Resources pane: in Folder View, click on the Folders group, right-click, and New Folder from the shortcut menu. Enter the name of the new folder and the server where your folder metadata will be stored, then click OK.

You can also create new folders from the General tab for any resource:

  1. In the Resources pane, select a pool, server, SR, virtual machine or template, then click on the General tab and click Properties.
  2. On the General tab of the Properties dialog box, click Change in the Folders box.
  3. In the Change Folder dialog box, click New Folder.
  4. Enter the name of the new folder and the server where your folder metadata will be stored, then click OK.
  5. Click Move to apply the change and close the Change Folder dialog box.

To move resources into and out of folders

The simplest way to move a resource into a folder is by dragging it from within the Resources pane or from the Search tab and dropping it onto the folder. Resources can only be in one folder, so if the resource is already in another folder it is moved.

You can also move a resource into a different folder or remove it from a folder from the General tab:

  1. In the Resources pane, select the pool, server, SR, virtual machine or template you want to place in a folder, then click on the General tab and click Properties.
  2. On the General tab of the Properties dialog box, click Change in the Folders box.
  3. To remove the resource from its current folder, select Not in any folder.
  4. To move the resource into a different folder, select In this folder and choose a folder or subfolder from the list.
  5. To place the resource in a new folder, click New Folder, enter the name of the new folder name and the server where your folder metadata will be stored, and then click OK.
  6. Click Move to apply the change and close the Change Folder dialog box.

To rename a folder

  1. In Folder View, select the folder then right-click and select Rename Folder on the shortcut menu.
  2. Type the new name.

To delete a folder

Note that you won't actually delete the resources in the folder when you delete the folder: they will be returned to the general collection.

  1. In Folder View, select the folder then right-click and select Delete Folder on the shortcut menu.
  2. Click OK to confirm the delete.
All the contents will be moved out of the folder and then the folder will be deleted.