Here are some quick notes originally appearing in an e-mail to instruct a new user on the use of RDIMS. These are some best practices that can help you avoid locking a file and being forced to contact Service Desk to get help.
Never double-click on a document in RDIMS. The default behaviour of a double-click is to check-out and lock the file, download a copy, and open it for viewing. While this seems like a perfectly reasonable thing, any connection issues may prevent you or anyone else at TC from making updates to the document. To resolve involves a call/email to Service Desk and a 24-48 hour turnaround time.
Note: in documenting these steps, I found that taking a screenshot using SnagIt was interpreted as a double-click on the Vessel Registry project dashboard. The file is now locked even though I don’t have it open and I’ll now have to contact Service Desk to get it unlocked by the end of the week.
If you would like to view a document, I recommend either right-clicking on the document and selecting “View”:
OR Drag the file from the RDIMS window to your desktop (or preferred folder location). In the “Export Document(s)” prompt, use the following options to get a local copy of the document that you can use without affecting the original document.
If you would like to check-out a file to work on it, follow these steps:
Right-click on the file and select Check-out:
2. Select the location where you’d like to work on the file (“Copy to:”) and click OK:
3. Once the file is check-out to your local drive, you can do whatever you need: open, close, edit, etc. Once you’re ready to check-in, go back to RDIMS, find your file, and select Check-in:
a. If you didn’t make changes and want to undo your checkout, select the Unlock option:
b. If you made changes, you’ll need to choose whether you want to replace the existing version of the file, create a new version of the file or create a new document. In each of these case, you’ll need to make sure that the “Copy From” option matches the filename and location originally checked out in Step 3.
