Checking In a Document

After creating a new document, you will need to begin the revision process to protect it from modifications that cannot be tracked. Your first step in protecting a new document is to perform a Check In Lifecycle operation, checking the new document in to the SmarTeam vault.

The Check In operation can be applied to a new document or one that is currently being modified (after a Check Out or New Release operation).

Note: Before you perform a lifecycle operation verify that the lifecycle default view in the Preferences window is configured for the mode you require. See Configuring Lifecycle Options for details.

To check a document into the SmarTeam vault:

  1. Select the document to display its profile card.
  2. From the Lifecycle menu, select Check In.
  3. The Check In, Light Mode window appears.

    See Light Mode Check In Page and Fields for details of all the operations and fields on this page.

  4. If you need to apply the operation to single or multiple selections with children, click to open the Check In window in Advanced Mode.
  5. See Advanced Mode Check In Page and Fields for details of all the operations and fields on this page.

Light Mode Check In Page and Fields

Link to Lifecycle_Check%20In_Light%20Mode%201.gif

You can fill in the fields in the Light Mode Check In page as follows:

  1. Click the General tab to bring it forward:
    • In the Comment field, right-click, to enter any comments relating to this Check In process
  2. Select the Keep Checked Out option to keep the file checked out for modifications after performing the Check In operation.
  3. Check the Keep Local File box to keep the file located in the working directory in read-only mode.
  4. Click the Revision tab and select of the following options:
    • Current Revision
    • Replace Previous Revision
  5. Click the Effectivity tab and perform the following:
    • Phase: Open the combo box to select an option to define the phase for this revision. This field is descriptive only and does not affect the revision status
    • Effective From/Until: Click the Date button to enter applicable dates for effectivity in these fields
  6. Click the Options tab and select or clear the Copy General Link checkbox.
  7. Click to evaluate the Check In operation results and remain in the window.
  8. OR

    Click to perform the Check In operation and exit the Check In window.

Advanced Mode Check In Page and Fields

Link to Lifecycle_Check%20In_Advanced_Mode%201.gif

Fill in the fields in the Advanced Settings Check In page:

  1. From the Change Operation combo box, select the operation to perform:
    • Set to Check In: Select this option to check the selected document into the vault
    • Set to No Operation: Select this option to perform no operation on the selected object
  2. From the Actions combo box, select:
    • Propagate Operation to apply this operation to the entire document branch
    • Propagate Settings
    • Show Parents of Previous Revision
    • Update Parent with New Revision
  3. In the Comment field, right-click to enter any comments relating to this Check In process.
  4. Select the Keep Checked Out option to keep the file checked out for modifications after performing the Check Out operation.
  5. Check the Keep Local File box to keep the file located in the working directory in read-only mode.
  6. Click the Effectivity tab and perform the following:
    • Phase: Open the combo box to select an option to define the phase for this revision. This field is descriptive only and does not affect the revision status
    • Effective From/Until: Click the Date button to enter applicable dates for effectivity in these fields
  7. Click the Options tab and select or clear the Copy General Link checkbox.
  8. Click to evaluate the Check In operation results and remain in the window.
  9. OR

    Click to perform the Check In operation and exit the Check In window.

    The next time the document's profile card is displayed, its status is shown as Checked In in the state field.