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.

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:

  1. In the Explorer page, in the Communities Tree (Browser), expand the tree to display all folders.
  2. 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.
  3. Click Add Object to display the Select an Object Class window.


  4. The Select an Object Class window enables you to define the class for the object you want to add (to the folder):
    • Expand the Classes tree
    • Select the appropriate class for this object


  5. If the object is file managed, the Select a File window now displays:
    • Click Browse to open a standard Choose file window to navigate to the folder
    • where the object you want to add is located

    • After locating the file in the Choose file window:
      • Click Open to enter the full location path in the Select a File window
  6. In the Select a File window, click Next  to continue.
  7. 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)
  8. If needed:
    • Click Advance to complete specific attribute fields
    • When you need to add a file, verify that a file type is selected in the File Type field
      • If not, click the arrow and select a suitable file type from the dropdown list.
  9. 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:
      • Attributes
      • View
      • Revisions
      • Notes
    • An array of icons is displayed in the top right side to enable members to perform various tasks, depending on individual member permissions.
  10. After the object has been added to the community, it is now available to community members for collaboration over the Internet.
  11. 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:

  1. Locate and highlight the object that you want to delete then click Delete .
  2. A message window displays, requesting confirmation to delete the selected object.
    • Click Yes to continue and delete the object; the selected object is immediately deleted from the community folder and from the SmarTeam database
    • OR

    • Click No to abort the delete operation

Updating an Object

To update an object in a specific community folder:

  1. Locate and highlight the object that you want to update then click Update Object to display the object's Profile Card in the right side in Update mode.
  2. You can now proceed to update fields in the Profile Card, as required.
    • Click Update to continue and update the object's Profile Card and exit the updateoperation.
    • OR

    • Click Cancel to abort any changes made and exit the update operation

Copying a File

To copy a file from a specific community folder:

  1. Locate and highlight the object that you want to copy then click Copy File .
  2. A message window displays, requesting confirmation to copy the selected object's file.
    • Click Yes to continue and copy the object
    • OR

    • Click No to abort the copy operation
  3. 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:
    • Click on the link (the file name) to display a standard Internet File Download window.
    • OR

    • Right click on the link (the file name) to display a popup menu then select Save Target As... or Save Link As... to display a standard Internet File Download window.
    • In the Save As... window
      • Navigate to the folder where you want to download and save the copied file
      • Click Save to copy the file
  4. 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:

  1. Locate and highlight the object that you want to copy then click Copy File .
  2. A message window displays, requesting confirmation to copy the selected object's file.
    • Click Yes to continue and copy the object
    • OR

    • Click No to abort the copy operation
  3. 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:
    • Click on the link (the file name) to display a standard Internet File Download window.
    • OR

    • Right click on the link (the file name) to display a popup menu then select Save Target As... or Save Link As... to display a standard Internet File Download window.
    • In the Save As... window
      • Navigate to the folder where you want to download and save the copied file
      • Click Save to copy the file
  4. The copy operation is now complete. You can now access the file copied to the location in the previous step.
  5. 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:

  1. Locate and highlight the object that you want to detach from a (community) folder then click Detach Folder .
  2. A message window displays, requesting confirmation to detach the object from the folder.
    • Click Yes to continue and detach the object; the link between the selected objectand the folder is now detached.
    • OR

    • Click No to abort the operation

Adding an Object as a Copy

To copy an object and add it (as a copy) to the same community folder:

  1. Locate and highlight the object that you want to add as a copy then click Add as Copy .
  2. A message window displays, requesting confirmation to copy (clone) the selected object.
    • Click Yes to continue and copy (clone) the object; the selected object is immediately deleted from the community folder.
    • OR

    • Click No to abort the copy operation
  3. Selecting Yes in the previous step displays a message stating that the object was successfully copied (cloned).
    • The copied object is added to the Communities Tree (Browser) and its Profile Card is displayed in the right side
    • A new ID number is assigned to the copied object (if this option is set by the SmarTeam - Editor System administrator)
    • The copied object's state is defined as New
  4. 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:

  1. In the Explorer page, in the Communities Tree (Browser), expand the tree to display all folders.
  2. Select the folder in which you want to view an object - if necessary, expand the folder to view the folder's contents.
  3. OR

    Run a Quick Search or Advanced Search to locate the object within the community.

  4. Navigate to and select the object you want to view.
  5. 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.