Object/File Management
The following procedures assume that you have already logged in to SmarTeam - Community
Workspace and entered the community in which you want to perform specific management tasks.
- Clicking Synchronize in the top right side of a displayed Profile Card expands the Communities Tree to locate the displayed object in the tree.
- Clicking Refresh in the top right side of a displayed Profile Card refreshes the displayed page. (Any changes made since the last save, if applicable, will be disregarded.)
Adding an Object
IMPORTANT! When working on objects published from SMARTEAM - Editor, SMARTEAM - Community Workspace can work with several different vaults simultaneously. For example, when you add two projects and each project is configured to a different vault, new objects that are created within these projects are stored in the correct vaults when you perform lifecycle operations.
Note: If a default vault has not been configured, you can create new objects in SMARTEAM
Note: - Community Workspace and store it in a vault only when the following steps are performed:
1. Create a new object from SMARTEAM - Community Workspace.
2. Locate this object using SMARTEAM - Editor.
3. Link the object to an existing project.
4. Perform a lifecycle operation from SMARTEAM - Community Workspace and verfy that the file is stored in the correct vault.Proceed as follows to add an object to a specific community folder:
- In the Explorer page, in the Communities Tree (Browser), expand the tree to display all folders.
- Select the folder in which you want to add an object. The selected folder's Profile Card displays in the right side and an array of icons appears in the top right side.
- Click Add Object
to display the Select an Object Class window.
- The Select an Object Class window enables you to define the class for the object you want to add (to the folder):
- If the object is file managed, the Select a File window now displays:
- In the Select a File window, click Next to continue.
A Profile Card is generated for the new object and displays in the right side:
- The Profile Card contains attributes as defined by the System Owner for specific classes
- The Profile Card can be displayed in Simplified or Advanced format; the latter displays all attributes defined for this class
- To switch between formats, click the Advanced... link or Simplifed... link at the top right side
- A unique ID number is automatically generated and displayed in the ID field (if this option is set by the SmarTeam - Editor System administrator)
- If needed:
- Click Finish to complete the process and return to the Community [Name] page:
- The object is added to the folder in the Communities Tree.
- The object's state is Checked In.
- The object's file is checked in to the vault.
- The object's Profile Card is displayed in Simplified format in the right side, as illustrated, displaying a thumbnail picture (if the format is supported) of the object and the following tab pages:
- An array of icons is displayed in the top right side to enable members to perform various tasks, depending on individual member permissions.
- After the object has been added to the community, it is now available to community members for collaboration over the Internet.
Providing a member has the correct permissions, additional management tasks can be performed on the object.
Deleting an Object
Warning: The Delete (an object) operation deletes the selected object from the SmarTeam database. To remove an object from a community folder without deleting it from the SmarTeam database, use the Detach Object from Folder operation.
To delete an object:
Updating an Object
To update an object in a specific community folder:
Copying a File
To copy a file from a specific community folder:
- Locate and highlight the object that you want to copy then click Copy File
.
- A message window displays, requesting confirmation to copy the selected object's file.
- Selecting Yes in the previous step displays a message stating that the file was successfully copied and providing a link for you to copy the selected file:
- The copy operation is now complete. You can now access the file copied to the location in the previous step.
Copying Multiple Files
To copy all files within a selected folder and perform a multiple copy operation:
- Locate and highlight the object that you want to copy then click Copy File
.
- A message window displays, requesting confirmation to copy the selected object's file.
- Selecting Yes in the previous step displays a message stating that the file was successfully copied and providing a link for you to copy the selected file:
- The copy operation is now complete. You can now access the file copied to the location in the previous step.
IMPORTANT! Sub-folders or non file-managed files cannot be copied out. This operation can only be performed when you have Copy File permission in SmarTeam - Community Workspace for the selected folder and in SmarTeam - Editor for the selected Class. An assembly and dependent objects are added as a separate zipped file
Detaching an Object from a Folder
An object's link can be detached from a community folder without deleting it from the SmarTeam database.
To detach an object's link object from a community folder:
Adding an Object as a Copy
To copy an object and add it (as a copy) to the same community folder:
- Locate and highlight the object that you want to add as a copy then click Add as Copy
.
- A message window displays, requesting confirmation to copy (clone) the selected object.
- Selecting Yes in the previous step displays a message stating that the object was successfully copied (cloned).
- The Add as Copy operation is now complete - you can access the object and perform management tasks, as applicable.
Viewing an Object
To view an object in a community folder:
- In the Explorer page, in the Communities Tree (Browser), expand the tree to display all folders.
- Select the folder in which you want to view an object - if necessary, expand the folder to view the folder's contents.
OR
Run a Quick Search or Advanced Search to locate the object within the community.
- Navigate to and select the object you want to view.
The selected object's Profile Card displays in the right side, enabling you to view details about the object in the attribute fields and in the tab pages.