27 Replies Latest reply on May 22, 2009 6:46 PM by Calvin Nelson

Automatic checkin

Thomas Hall Mar 12, 2009 3:10 PM

I would like files that are added to a particular folder to be automatically checked in. Is there a way to accomplish this? If so, how is it done?

Automatic checkin

Jeff Sweeney Mar 12, 2009 3:45 PM (in response to Thomas Hall)

Are you adding them with the Enterprise templates? If so, there is an option to do this in the last step.

Otherwise, I think that would take an addin.
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  Thomas Hall Mar 12, 2009 4:16 PM (in response to Jeff Sweeney)
  
  Jeff,
  
  Can you be more specific as to the "Enterprise templates"?
  
  Christina,
  
  Unfortunately, I am not familiar with Dispatch. I know of it, but have not had time to fully research it and experiment with it.
  
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    Jeff Sweeney Mar 12, 2009 4:41 PM (in response to Thomas Hall)
    
    Templates as seen in the attached image.
    
    Christina: Nice catch on the dispatch idea! I always forget about that little tool.
    
    templates1.jpg 26.5 KB
    
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      Thomas Hall Mar 12, 2009 4:51 PM (in response to Jeff Sweeney)
      
      I apparently do not use Administration templates...at this time.
      
      In what way would a template accomplish the task of automatic check in?
      
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        Jeff Sweeney Mar 12, 2009 5:16 PM (in response to Thomas Hall)
        
        The template creates the file and checked it in...automatically.
        
        Christina is probably right, I bet Dispatch is likely what you want.
        
        checkin.jpg 37.2 KB
        
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Automatic checkin

Christina Seay Mar 12, 2009 3:58 PM (in response to Thomas Hall)

You can do it through Dispatch... are you familiar with it at all?
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Christina Seay Mar 12, 2009 5:14 PM (in response to Thomas Hall)

You're best bet is to use Dispatch... look in the admin guide located on your PDM CD in the support folder. There are some instructions on how to install Dispatch... and it's a simple little 2-second thing to set it up to do that.

I just got done setting that up on our vault because we've got users creating files and not checking them, so I've got the entire vault set up to be where every file that gets created in the vault gets automatically checked in once and then checked back out.
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  Jeff Sweeney Mar 12, 2009 5:18 PM (in response to Christina Seay)
  
  Christina: If Dispatch checks in the file then checks it back out what do you really gain? The user still leaves the file checked out then doesn't he?
  
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Automatic checkin

Christina Seay Mar 12, 2009 6:40 PM (in response to Thomas Hall)

Yes.. but now other people than just the user can see the file. We've had folders that we can't delete in the vault that say they have hidden files in them and we can't figure out who has files in that folder that have never been checked in. By checking them in and then right back out, they are added into the vault once so other can people can see the files and see that they've been checked out by X user.
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  Mike Sveda Mar 13, 2009 9:39 AM (in response to Christina Seay)
  
  Can you share how to do that with Dispatch?
  
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    Christina Seay Mar 13, 2009 10:24 AM (in response to Mike Sveda)
    
    Sure... refer to the screenshot attached and... if you don't have Dispatch installed, refer to
    
    1. Log into the administration panel for PDM
    2. Click the "+" next to "Add-Ins" to expand that menu
    3. Right-Click on "Dispatch" --> "Administrate Actions..."
    4. On the new window that opens, click on [Add...]
    
    **Refer to the screenshot for the rest of this:
    
    5. In the "Edit Action" dialog that opens, Give it an action name and description (Refer to the screen shot)
    6. Under "Activation" check the box that says "During add"
    7. Click [Conditions] next to the "During add"
    8. In the "Add condition" dialog, enter the path to the folder that you want to set this action on. You can use % as a wildcard and you can use % to say "The whole vault"
    9. Select "After the add operation." under "When to activate"
    10. Click [OK] to close that dialog
    
    11. Back in the "Edit Action" dialog, click [Add...]
    12. Select "Check in file from the drop-down and click [OK]
    13. In the "Check in file" dialog that pops up, next to "Filename:" click the [->]
    14. Choose "File Variables" --> "Path to selected file"
    15. Enter a check-in comment if you'd like one here
    16. Click [OK]
    
    17. Do the same thing for "Check Out file" if you want to check it back out after it's been checked in like I'm doing.
    
    18. Click [OK] to get out of the "Edit Action" dialog
    19. Click [OK] to get out of the "Administrate Action" dialog
    
    That's it... go test it and it should work.
    
    screenshot9.JPG 58.7 KB
    
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      Christina Seay Mar 13, 2009 10:26 AM (in response to Christina Seay)
      
      Ok... don't know what happened here.. but in that previous post at the top here's the rest of it:
      
      ... if you don't have Dispatch installed, refer to the admin guide located under the support folder on the PDM installation CD for instructions on how to install. It's really simple, so don't worry, it's not a complicated thing to do.
      
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        Mike Sveda Mar 13, 2009 10:59 AM (in response to Christina Seay)
        
        Thanks for the information. I cannot seem to get it to work. I drag some files into the vault and I do not get the auto check in/out to work for me.
        
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Automatic checkin

Christina Seay Mar 13, 2009 11:12 AM (in response to Thomas Hall)

Can you attach a screenshot of your settings for me to look at?
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  Mike Sveda Mar 13, 2009 11:38 AM (in response to Christina Seay)
  
  Here's what I have:
  
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    Mike Sveda Mar 13, 2009 1:16 PM (in response to Mike Sveda)
    
    Should I see something in the file history to know that it worked?
    
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Automatic checkin

Christina Seay Mar 13, 2009 1:17 PM (in response to Thomas Hall)

Your screenshot didn't attach.

And yeah.. you should see that the file was checked in the history.
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  Thomas Hall Mar 23, 2009 3:47 PM (in response to Christina Seay)
  
  I too am trying to accomplish this for a single file folder. All files added to this folder should be automatically checked-in. I am getting the following message though...
  
  dispatch.JPG 17.4 KB
  
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Automatic checkin

Christina Seay Mar 23, 2009 5:07 PM (in response to Thomas Hall)

Looks like you need to double-check and make sure you installed Dispatch correctly.
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  Thomas Hall Mar 23, 2009 5:11 PM (in response to Christina Seay)
  
  Do you happen to know how I would do that? Or, do you know how I un-install it to re-install it to ensure that it is done correctly. All I see is right click Dispatch undr the Add-ins and select remove.
  
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Christina Seay Mar 23, 2009 5:14 PM (in response to Thomas Hall)

That's all you gotta do to remove it... then just follow the instructions on installing it carefully and see if that helps.
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  Thomas Hall Mar 23, 2009 7:21 PM (in response to Christina Seay)
  
  Thank you Christina. It appears that we need to get an updated release of our PDF add-in tool. I was able to get Dispatch to work properly when the PDF add-in tool was un-installed.
  
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Christina Seay Mar 23, 2009 7:22 PM (in response to Thomas Hall)

I'm glad you got it to work!
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  Mike Sveda Mar 24, 2009 9:53 AM (in response to Christina Seay)
  
  I did discover one issue with this method. If you are in Solidworks and create a new drawing, then you save it to the vault you will get a Dispatch error since it cannot check in the file since it is open in Solidworks.........
  
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    Thomas Hall Mar 24, 2009 12:07 PM (in response to Mike Sveda)
    
    This should not be a problem Mike. The files that are sent, added, or saved to this folder are actually being generated in the back ground. However, I appreciete the heads up and will keep an eye on it.
    
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    Calvin Nelson May 22, 2009 6:46 PM (in response to Mike Sveda)
    
    Mike,
    
    Do you get that error when the SW add-in is turned on? I find that I get that if I have turned off the add-in, but works fine if I have it on.
    
    Thanks,
    Calvin
    
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Automatic checkin

Craig Jones Apr 17, 2009 2:04 PM (in response to Thomas Hall)

Little different but can you use dispatch to automatically checkin parts/assemblies files on "checkin" Keep checked out ?
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