Check In and Check Out Projects

In all ReliaSoft databases, both private and public projects can be checked out to temporarily allow one particular user to work on a project independently for a period of time and/or to work on a computer that is not connected to the network where the shared database resides (e.g., if you need to work on the project while you’re out of the office). When a project is checked out, two things happen:

• An editable copy of the project will be saved into a standard database (*.rsr20) in the specified "Checked Out" folder on your local computer. This database will have the same name as the project.

• The original project will be set to read-only and moved under the Checked Out heading in the project list. This allows other users who would normally be able to access the project to see that it is currently being edited exclusively by one particular user. It also provides read-only access to the latest version of the project at the time it was checked out so those users can query, copy data, etc. while you’re editing the project "offline."

You can then edit the project as needed in the standard database and check the project back in when you’re finished.

IMPORTANT: If the project uses resources or FMEAs from a reference project (e.g., linked FMEAs, models, URDs) the links won't be maintained when you check out the project. Any linked resources/FMEAs will be replaced with local copies of the resources/FMEAs and stored directly within the project. See also Local, Global and Reference Resources.

Specifying the "Checked Out" Folder

By default, projects will be checked out to the default Documents folder on your computer (e.g., My Documents\ReliaSoft\Files\Checked Out).

To change this location, open the Backup/Check Out Options page of the Application Setup window and browse for a new default path under Check In/Out. Keep in mind that anyone who has access to the folder will have full access to the checked out project; however, only the user who has the project checked out will have the ability to check in the project.

Tip: If you need to work on the project from a different computer after it has been checked out to the local folder, you will simply need to make sure that the latest copy of the standard database file is saved back to the exact same check-out location and filename before you check the project back in.

Checking Out a Project

To check out a project, select it in the project list then choose Project > Management > Check In/Out > Check Out.

In a secure database, this is available only if the user a) is the project owner, b) has the "Lock or check out project" permission for the project or c) has the applicable "Manage all projects" permissions.

Checking in a Project

To check in a project, select it under the Checked Out heading in the project list and choose Project > Management > Check In/Out > Check In.

Note that when you check in a project, the software creates a restore point, which is an exact replica (i.e., a backup) of the project before it was checked out. This allows you to restore the project to its prior state when and if needed. The restore point will include a description of the user who checked out the project, as well as the date and time of the check out. (See Restore Points.)

Undo Check Out

To discard changes and restore the project to the state it was in before it was checked out, select the project under the Checked Out heading in the project list and choose Project > Management > Check In/Out > Undo Check Out.

In a secure database, this is available only if the user a) is the user who checked out the project, b) is the project owner or c) has the applicable “Manage all projects” permissions.