Lifecycle 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:

Performing a Check In Operation

To perform a Check In operation on an object in a specific community folder:

  1. In the Explorer page, in the Communities Tree (Browser), expand the tree to display all folders.
  2. OR

    In the Task Box page, select and expand a process to select an attachment.

  3. Select and expand the folder in which you want to check in an object to the vault.
  4. The selected folder's Profile Card displays in the right side and an array of icons appears in the top right side.

  5. Locate and highlight the object that you want to check in to the vault then click Check In .
  6. The Check In Document window displays:
    • Click Browse to open a standard Choose file window, navigate to the folder where the object you want to check in is located
    • After locating the file, in the Choose file window click Open to check the object in to the vault.


  7. The object's Profile Card displays to complete the Check In operation. The State attribute field now shows the object's present state as Checked In
  8. IMPORTANT! When performing a Check In operation on CAD components (an assembly or drawing), you must first create a zip file (for selecting as described in step 4) that includesthe following: the top-level component, any new dependent or child objects and any dependent or child objects that have been changed.

Performing a Check Out Operation

To perform a Check Out operation on an object in a specific community folder:

  1. In the Explorer page, in the Communities Tree (Browser), expand the tree to display all folders.
  2. OR

    In the Task Box page, select and expand a process to select an attachment.

  3. Select and expand the folder in which you want to check out an object.
  4. The selected folder's Profile Card displays in the right side and an array of icons appears in the top right side.

  5. Locate and highlight the object that you want to check out from the vault then click Check Out .
  6. A message window displays, requesting confirmation to check out the selected object.

  7. Click Yes to continue and check out the object.
  8. OR

    Click No to abort the check out operation.

  9. Selecting Yes in the previous step displays a message stating that the object was successfully checked out and providing a link for you to copy the selected object:
    • 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 directory/folder where you want to download and save the copied object then click Save to copy the object.
  10. The object's Profile Card displays to complete the Check Out operation.
  11. The State attribute field now shows the object's present state as Checked Out.

  12. The check out operation is now complete. You can now access the checked out object copied to the location in step 5.
  13. IMPORTANT! When performing a Check Out operation on CAD components (an assembly or drawing) a zip file is automatically created that includes all components. After checking out these components and opening the zip file, you can select any component(s) for changing in your CAD application.

Performing a Release Operation

To perform a Release operation on an object in a specific community folder:

  1. In the Explorer page, in the Communities Tree (Browser), expand the tree to display all folders.
  2. OR

    In the Task Box page, select and expand a process to select an attachment.

  3. Select and expand the folder in which you want to perform a Release operation on an object. The selected folder's Profile Card displays in the right side and an array of icons appears in the top right side.
  4. Locate and highlight the object that you want to release from the vault then click Release .
  5. A message window displays, requesting confirmation to release the selected object:
    • If necessary, enter text into the Comment text box for the enter a comment
    • Click OK to continue and release the object.
    • OR

    • Click Cancel to abort the operation.
  6. The object's Profile Card displays to complete the Release operation.
    • The State attribute field now shows the object's present state as Released.
    • The Revision attribute field now shows the object's present revision number.
  7. The Release operation is now complete.

Performing a New Release Operation

To perform a New Release operation on an object in a Released state in a specific

community folder:

  1. In the Explorer page, in the Communities Tree (Browser), expand the tree to display all folders.
  2. OR

    In the Task Box page, select and expand a process to select an attachment.

  3. Select and expand the folder in which you want to perform a New Release operation on an object in a Released state. The selected folder's Profile Card displays in the right side and an array of icons appears in the top right side.
  4. Locate and highlight the object that you want to perform a New Release operation from the vault then click New Release .
  5. A message window displays, requesting confirmation to check out the selected released object:
    • Click Yes to continue and check out the released object.
    • OR

    • Click No to abort the operation.
  6. Selecting Yes in the previous step displays a message stating that the object was successfully checked out and providing a link for you to copy the selected object:
    • Click the link (the file name) to display a standard Internet File Download window.
    • OR

    • Right-click 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 object then click Save to copy the object.
  7. The object's Profile Card displays to complete the New Release operation.
  8. The Revision attribute field now shows the object's new revision number.

  9. The New Release operation is now complete.
  10. You can access the newly-released object via the Communities Tree (Browser).

    IMPORTANT! When performing a New Release operation on CAD components (an assembly or drawing) a zip file is automatically created that includes all components. After checking out these components and opening the zip file, you can select any component(s) for changing in your CAD application.