The actions available on a Documentum (CMS) resource in the Data Source Explorer view are the following:
Edit- Checks out (if not already checked out) and opens the selected resource in the editor.
- Edit with
- Checks out (if not already checked out) and opens the selected resource in the specified editor / tool.
- Open (Read-only)
- Opens the selected resource in the editor. The resources are marked as read-only in the editor using a lock icon on the file tab. If you want to edit those resources, enable the Can edit read only files option.
- Open with
- Opens the selected resource in the specified editor / tool.
- Check Out
- Checks out the selected resource from the repository. The action is not available if the resource is already checked out.
- Check In
- Checks in the selected resource (commits changes) into the repository. The action is
only available if the resource is checked out.
Figure: Check In Dialog
The following resource properties are available:
- Name - The resource name in the repository.
- Version - Allows you to choose what version the resource will have after being checked in.
- Version label - The label of the updated version.
- Description - An optional description of the resource.
- Keep Locks - When this option is enabled, the updated resource is checked into the repository but it also keeps it locked.
- Make this the current version - Makes the updated resource the current version (will have the CURRENT version label).
- Cancel Checkout
- Cancels the checkout process and loses all modifications since the checkout. Action is only available if the resource is checked out.
- Export
- Allows you to export the resource and save it locally.
- Rename
- Changes the name of the selected resource.
- Copy
- Copies the selected resource in a different location in the tree. Action is not available on virtual document descendants. This action can also be performed with drag and drop while holding the Ctrl (Meta on OS X) key pressed.
- Move
- Moves the selected resource in a different location in the tree. Action is not available on virtual document descendants and on checked out resources. This action can also be performed with drag and drop.
Delete- Deletes the selected resource from the repository. Action is not available on virtual document descendants and on checked out resources.
- Add Relationship
- Adds a new relationship for the selected resource. This action can also be performed with drag and drop between resources.
- Convert to Virtual Document
- Allows you to convert a simple document to a virtual document. Action is available only if the resource is a simple document.
- Convert to Simple Document
- Allows you to convert a virtual document to a simple document. Action is available only if the resource is a virtual document with no descendants.
- Copy location
- Allows you to copy to clipboard an application-specific URL for the resource which can then be used for various actions like opening or transforming the resources.
Refresh- Performs a refresh of the selected resource.
Properties- Displays the list of properties of the selected resource.