--- docman.txt 2000/08/03 21:03:48 1.1 +++ docman.txt 2002/07/03 08:23:47 1.4 @@ -1,7 +1,6 @@ -Site Manager instructions +Document Manager instructions - -What are key features of Site Manager? +What are key features of Document Manager? - sharing of files using www interface - tracking of changes to files @@ -9,7 +8,7 @@ identification) -Screen is visually divaded in three parts: +Screen is visually divided in four parts: 1. Display of directories Which are listed under DIRECTORY NAME in alphabetical order @@ -17,19 +16,21 @@ 2. Display of documents on server Which are also listed alphabetically +3. short instructions about check-in/check-out procedures + and -3. Grey area which can be used to create new directory or empty file, +4. Grey area which can be used to create new directory or empty file, or to upload document from PC to server Basic operations are: * sending of file to server (by choosing UPLOAD link on bottom area) - and retriving of file (by clicking of filename). + and retrieving of file for viewing (by clicking of filename). - send file to server: Choose upload button to get to screen which is used to upload documents to server. - Press BROWSE and select file from file requestor + Press BROWSE and select file from file requester which will be displayed on screen. After that press UPLOAD and you will be returned to previous screen, but it will now display newly uploaded file. @@ -39,14 +40,28 @@ simply click on filename. File will be downloaded to disk or opened in application depending on file type. However, after changing of file that file WILL NOT be updated - on server automatically. To update copy of file on server - (and enable other users to see changes in file) you will - have to: - 1. save file locally to disk (under same name), and - 2. send it to server again. - If you send file to server under different name, you - will have two copies of same file which can be confusing. + on server automatically. + - updating copy of file on server + To update file on server (and enable other users to see + changes in file) you will have to: + 1. save file locally to disk (check-out file from + server) -- that is achieved using check-out + icon which is right from filename) + 2. once you checkout-ed file, icon will change to + finger to warn you that you have to return + new copy of that file to server. + 3. edit file locally on computer and save it to + local disk + 4. send it to server again (using link on filename + or icon on the right of filename) + + You can also upload file under different name if you want + to keep old copy for some reason. However, for evolving + files, system will keep last five copies of files + automatically. + - adding note to each file (which will describe file better than + filename alone) Additional operations available are: * Detailed informations about file (which can be showed by clicking on @@ -58,18 +73,19 @@ is plain text. If file is Word Document of some other binary format you will have to edit it on your local computer and upload changed file back to server. - - deleting of file (by choosing of a checkbox located left + If the document is picture, if will be shown. + - removing lock on file -- this option is fail-safe only. It's not + planned that users will remove locks manually. Locks are used + when one user check-out file to edit it. Other users can't + view or edit same file until that user return updated copy + (check-in) to server. However, it's possible that some users + will check-out file by mistake (instead of just viewing it), + so this option can be used to unlock file again. + - deleting of file (by choosing of a check-box located left from button DELETE and pressing DELETE) - - renaming of file (by changing of name, choosing of checkbox + - renaming of file (by changing of name, choosing of check-box and pressing of RENAME) - changes to file with dates, time and user which made the change - - -Planned enhancements: - - locking of files so that other users can't download file while - one user is changing it. This will be accomplished by checking - out (downloading to local machine) of file and checking in - (sending back to server) of file. - - adding of comments to file which can be viewed directly on web - (short notes like: "this is just a working version") + For last five uploads, you will be able to retrieve old version + of documents from this list also.