foldericonFile Management: Windows

Organizing Files and Folders

triangleIntroduction
triangleWhy Manage Files?
triangleWhat is File Management?

triangleFile Management Structure
triangleHierarchical Structure
triangleFolders (Directories) and Files
triangleFile Types and Extensions
triangleMethods for Categorizing Data

triangleOrganizing Files and Folders
triangleWindows Explorer v. My Computer
triangleViewing Folders
triangleCreating New Folders
triangleArranging Files in Folders
triangleDeleting Files and Folders Safely

triangleFinding (Searching for) Files

triangleSaving and Protecting Your Data
triangleStorage Locations
triangleOptions & Guidelines for Saving Data
triangleSecurity
triangleBacking Up Files and Folders

triangleCompressing and Transferring Files
triangleHome Directory Service
triangleCompressing and Zipping Files
triangleFTP

triangleAppendix
triangleBest Practices for File Management
triangleNon-DCI Software Migration
triangleFile and Folder Sizes
triangleSetting Permissions for Shared Files

trianglePrintable Tutorial: Windows FM (pdf)




Organizing Files and Folders

Once you are familiar with where most data files and folders reside, or know the file extensions of the data file types you most often create and use, you can begin organizing them in a manner logical to you.

A commonly used analogy for file and folder structure on computers is that of a filing cabinet. Think of your hard drive as the cabinet, with directories as drawers, and sub-directories as the folders within the drawers. Inside of the folders may be other folders (sub-directories), and inside the folders reside the files. Just as you wouldn't just throw loose papers into a filing cabinet drawer, you don't want to just toss your electronic data files any old place on your hard drive. This section covers tools for locating, moving, copying, and deleting files, as well as suggestions for organizing your data into an easily searchable structure.


Windows Explorer v. My Computer

The most commonly used tools for managing files are contained in your computer's operating system. For Windows, those tools are Windows Explorer and My Computer. You can use either tool for operations such as viewing and creating folders, arranging files in folders, and deleting files and folders safely. Windows Explorer provides a two-pane window view of your file and directory structure, while My Computer provides a simpler, one-pane view of files and directories. More importantly, Windows Explorer allows you to see as many directories and their sub-folders, by expanding or constricting a folder, without toggling back and forth between new windows, whereas using My Computer you will be able to see only the content of one folder that you have selected for display, and selecting another folder opens another window.

A separate Windows tool, Find (or Search in Windows 2000 and XP), allows you to search for files or folders by many different criteria.

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Viewing Folders

Windows Explorer provides a very useful view of your folders and files, introduced in this workshop's section on Folders (Directories) and Files. The left hand pane in Windows Explorer shows a full view of all the folders on your computer's hard drive.
windows explorer view

My Computer provides a less complex view of directory contents, in a single pane. To view directories above those currently displayed, click the Up button (on Windows 2000 or XP, click the Back button) . Clicking on a directory displayed in the window changes the window display to only the contents of the chosen directory.
my documents window


Creating New Folders

Make sure you have your worksheet containing the names and organization of the folders that make up your file management plan. It is time to start creating those folders in the locations you have chosen. Additionally, check your departmental guidelines regarding storing work related files and folders, and the storage location: a shared directory, a departmental server, a lease on Premium server, etc.

You probably decided to locate your project-based data folders inside of the My Documents folder. Putting your most frequently used folders here makes them easy to access when saving or opening documents, and easy to search when you are not sure which document you need. We'll base the following examples on the assumption that your project-based folders will be located inside of My Documents.

To create a new folder inside of My Documents using Windows Explorer:

  1. From the Start button, select Programs | Windows Explorer.
  2. Click on My Documents in the Folder List Box to select it. The contents of My Documents will show in the right hand pane of Windows Explorer.
  3. From the File menu, select New | Folder to create a new folder inside of the My Documents folder.
  4. If the name New Folder is highlighted, you can just start typing the name of the new folder over the highlighted text. If New Folder does not appear highlighted, click on the folder once to select it, choose Rename from the File menu, and type your chosen name for the folder over the highlighted blue text.

exploring my documents

Repeat steps 3 and 4 until you have created all of the folders listed in your file management plan.

Note: Creating a new folder using My Computer is accomplished by the same steps as above, except that step one changes to:

  1. From the Desktop, double-click the My Computer icon.

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Arranging Files in Folders

Now that you have your folders the way you want them, it is time to place your files into the proper folders. Windows Explorer is a good way to organize existing files. Once you have existing files where you want them, saving new files into the right location is easy--just pick the appropriate folder inside of My Documents each time you save a new file.

Selecting Files in Windows Explorer

There are several ways to move, copy and delete files using Windows Explorer. All require that you first select the file or files you want to copy, move, or delete.

  • To select a single file in Windows Explorer, click once on the file, so that it is highlighted.
  • To select multiple files not adjacent to each other, hold down the Ctrl key while clicking on each file you want to select.
  • To select multiple files adjacent to each other, click to select the first file, then hold down the Shift key and click on the last file you want to select. All of the files between the first and last will be selected.
  • To select all of the files in a folder, choose Select All from the Edit menu, or use the keys Ctrl and A.

Moving or Copying Files in Windows Explorer

Once files are selected, you can move or copy them to the folder of your choice by using menus, keyboard commands, or drag and drop.

To copy or move selected files to another folder by using menus:

  1. With the selected files highlighted in the right pane of Windows Explorer, from the Edit menu, choose Copy (to copy) or Cut (to move without leaving a copy behind.
  2. In left pane, select the folder into which you want to copy the files, and choose Paste from the Edit menu.
  3. If you chose to copy files instead of cut, be sure to delete the original files once you are certain you have copied them to the correct location (information on safe deleting is listed below).

To copy or move selected files to another folder by using keyboard commands:

  1. With the selected files highlighted in the right pane of Windows Explorer, use the keys Ctrl and C to copy the files, or the keys Ctrl and X to move or "cut" the files.
  2. In left pane, select the folder into which you want to move the files, and use the keys Ctrl and V to paste the files.
  3. If you chose to copy files instead of cut, be sure to delete the original files once you are certain you have copied them to the correct location (information on safe deleting is listed below).

To move selected files to another folder by using drag and drop:

  1. With the selected files highlighted in the right pane of Windows Explorer, click and drag the selected files on top of the folder in the left pane into which you want to move the files.
  2. If you are dragging and dropping files between locations on the same drive, this method moves the files, so no files are left behind in the original folder to delete. If you are dragging files from one disk to and dropping them into another disk, such as from a hard disk to a floppy disk, this method makes a copy of the dragged files, and you must go back and delete the original file once you are certain the move has been successful.

Renaming a File or Folder

There may be instances when, rather than moving a file or folder to a new location, it makes more sense to rename it.

To rename a file or folder in Windows Explorer:

  1. Select the file or folder.
  2. Choose Rename from the File menu, or right click on the selected file or folder and choose Rename from the pop-up menu.
  3. The original name will now be highlighted and surrounded with a box. Type the new name over the old name, and hit Enter. If you are renaming a file, be sure you include the appropriate file extension with the new name, or Windows will warn you that the renamed file may become unusable without the proper file extension.

renaming file icon

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Deleting Files and Folders Safely

Windows and Macintosh computers usually protect files deleted from your hard drive by placing them in a Recycle Bin. The deleted files remain in the Recycle Bin until you empty it, so you can often recover files you accidentally or prematurely deleted. Once the Recycle Bin has been emptied, its contents are permanently deleted and cannot be recovered.

Note 1: Files deleted from a server are permanently deleted--there is no server Recycle Bin from which to recover them. However, most servers are backed up regularly, and your server administrator may be able to restore earlier versions of the deleted file from backups made before the deletion occurred. Check with your server administrator to determine how frequently backups are done.

Note 2: It is not advisable to delete program files using Windows Explorer or My Computer. See the section on Deleting Program Files Safely for the preferred method of removing application files from your hard drive.

To delete a file or folder using Windows Explorer:

  1. Select the file or folder. You may select multiple files or folders at once using the methods described above.
  2. Choose Delete from the File menu, or hit the Delete key on the keyboard.
  3. Windows will prompt you to confirm the deletion with the message "Are you sure you want to send (filename) or (these X items) to the Recycle Bin? Click Yes to confirm the deletion.

    deleting files confirmation

To restore a file or folder from the Recycle Bin:

  1. On the Desktop, double-click on the Recycle Bin icon.
  2. Select the file or folder you want to restore.
  3. From the File menu, choose Restore, or click the Restore option in the Recycle Bin window. Choosing Restore will put the file or folder back to its original location before it was deleted.

To empty the Recycle Bin:

  1. On the Desktop, double-click the Recycle Bin icon.
  2. From the File menu, choose Empty Recycle Bin.
  3. Windows will prompt you to confirm the deletion with the message "Are you sure you want to delete these X items?" Click Yes to confirm the deletion. Once items are deleted from the Recycle Bin, they cannot be restored unless you kept a backup of them in another location.

Deleting Program Files Safely

Program files cannot be deleted in the same way that data files can be deleted, since there are many files associated with each program, or application, on your computer. In Windows, those files include Desktop icons, .exe files, and many other associated files, some of which are hidden even when viewing folders in Windows Explorer. If you decide that you no longer use a certain application, the best way to remove it is with the Add/Remove Programs tool in the Control Panel.

To remove a program using Add/Remove Programs:

  1. From the Start button, select Settings | Control Panel.
  2. In the Control Panel, double-click the icon for Add/Remove Programs.
  3. Select the program you want to remove from the list in the Install/Uninstall tab (Windows 98 or NT) or Change or Remove Programs tab (Windows 2000 or XP).
  4. Click the Add/Remove button (Windows 98 or NT) or Remove button (Windows 2000 or XP).
  5. Windows will prompt you to confirm the removal. Click Yes to confirm.
  6. Click OK after Windows confirms that the program has been deleted.
  7. You may need to restart you computer to complete the removal--Windows will prompt you to restart if needed.

Repeat steps 3 through 7 for each program you want to remove.

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Finding Files

Many applications, including Microsoft Office, are set by default to save your data files to the My Documents folder on your hard drive. However, some applications may save files to other locations, or you may have saved important data files to other locations on your hard drive you've forgotten about. When organizing your files, it is important to be sure you have located all of the files containing your data.

After viewing your computer's file structure through Windows Explorer or My Computer, you will probably have a good idea of where most of your data is currently located on your computer. However, it is a good idea to use the Find (Windows 98/NT) or Search (Windows 2000/XP) function to locate any stray data files on your hard drive. In Windows, the easiest way to find stray data files is to search for them by extension type. See the section of this document on extension types for a list of common file extensions.

To locate files by extension type in Windows 98 or NT:

  1. From the Start menu, select Find, then Files or Folders...
  2. Make sure you are on Name & Location tab.
  3. In the Named: field, type a wild-card character (*), a period (.), and the three- or four-letter file extension of the files you want to find. For example, *.xls for Microsoft Excel Worksheet files.
  4. Select [C:] from the Look in: drop-down box to search your entire hard drive for files of this type. Make sure Include sub-folders is checked.
  5. Click Find Now to generate a listing of all files on your C:\ drive of this file type.

    Find Files dialog box

Note: You may find some files that are samples of the chosen type which were installed with the application. These files may be located in the Program Files or application folder, and should not be moved.

To locate files by extension type in Windows 2000 or XP:

  1. From the Start menu, select Search, then All files and folders...
  2. In the field All or part of the file name, type a wild-card character (*), a period (.), and the three- or four-letter file extension of the files you want to find. For example, *.xls for Microsoft Excel Worksheet files.
  3. Select [C:] from the Look in: drop-down box to search your entire hard drive for files of this type.
  4. Click Search to generate a listing of all files on your C:\ drive of this file type.

Note: You may find some files that are samples of the chosen type which were installed with the application. These files may be located in the Program Files or application folder, and should not be moved.

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