User Settings — Exercises

User Settings

Purpose: The purpose of this lesson is to learn how to define and maintain user settings.

Windows:
UserSettings

Local Check Out Path – Basic Exercise

In this exercise, you are going to define C:/Temp as your local check out path.

1. Open the User Settings dialog box from the Navigator.
2. Click in the Local Check Out Path field.
3. Click Browse and browse to the C:/Temp directory on your computer.
4. Select the directory by click OK in the Browse To Folder window.

Result: The path you selected should now be entered in the field.

Note: You can now change your Check Out Path.

External Viewer Application – Extended Exercise

In this exercise, you are going to define the path to the Notepad application in MS Windows. We are going to use Notepad to view a word document. It is more common to use some kind of viewer to view CAD files; for instance, if you do not have a CAD application installed.

1. Open the User Settings dialog box from the Navigator.
2. Click the External Viewer Application field.
3. Click Browse and browse to the location of the viewer. In this exercise you can use Notepad. If you do not know the location of the Notepad application, use Windows Find (From the Start menu, point to Find and click Files And Folders).
4. Select the application file and click OK.

External Redline Application – Extended Exercise

In this exercise, the path to the Redline application will be defined. This requires that you have some sort of redline application installed on your computer.

1. Open the User Settings dialog box from the Navigator.
2. Click in the External Redline Application field.
3. Click Browse and browse to the directory of the redline application.
4. Select the application file and click OK.

Briefcase Root Path - Extended Exercise

Note that this exercise are for web users only.

In this exercise you are going to define your Briefcase Root Path, i.e., the path where the documents in a briefcase should be exported. In this case you are going to create a new folder under C:/Temp which you are going to use as your Briefcase Root Path.

1. Open Windows Explorer and browse to C:\Temp.
2. Create a new folder under your C:\Temp catalogue and name it Briefcase.
3. Open the User Settings dialog box from the Navigator in IFS Applications (web client only).
4. Click Change Settings.
5. Click the Path button to the right of the Briefcase Root Path field.
6. Browse to C:\Temp/Briefcase.
7. Highlight the Briefcase folder and click Ok.
8. Close the User Settings dialog box by clicking Ok.

After Initial File Check-In, Delete Local File - Extended Exercise

In this exercise you are going to control whether local files should be deleted or not after the initial check in to a document.

1. Create a new document title and go to the Document Revision window.
2. Open the User Settings dialog box by right clicking, selecting the File Operations sub menu and selecting the User Settings item.
3. Enable the After Initial File Check-In, Delete Local File option.
4. Check in a file to the document and verify that it is delete from disk.
5. Repeat step 1-4, but disable the option instead and verify that the file is still on disk after the check in.

Overwrite Read-Only Files - Extended Exercise

In this exercise, you are going to specify that read-only files should be overwritten when viewing, printing, or mailing files with the same title.

1. Open the User Settings dialog box from the Navigator.
2. Select the Overwrite Read-Only Files check box.