Checking in Files

You check in files to add new files to the server. You also check in files after editing them. Until you complete the check in, your new files and your edited files are only saved in the local 3DEXPERIENCE directory.

This task shows you how to:

Before you begin: Go to the Check In dialog, by doing one of the following :
  • To check in a single active file In SOLIDWORKS, click 3DEXPERIENCE > Check In.
    Note: This is the only option if you are checking in for the first time a derived PDF file that you created by saving a SOLIDWORKS file .pdf file type. Checking in from outside SOLIDWORKS does not save derived PDFs.
  • To check in an active file and its checked-out reference files in SOLIDWORKS, click 3DEXPERIENCE > Check In All.

    This option is only available if the active file you are checking in has at least one checked out referenced file.

  • To check in in Windows Explorer, right-click a file or folder and click Check In.
See Also
Check In Dialog Box
About Adding Designs to the 3DEXPERIENCE Server

Context:

Note: The new iteration of each checked in file is associated with the current iterations of its references. When this file iteration is accessed, all reference iterations are retrieved as if they were attached.

Check in Files in Details View Mode

This task gives the steps for checking in files using the Details view mode of the Check In dialog box. To turn on this view, from the Check In toolbar, click View Mode and click Details.

  1. In the Check In column, select the files to check in.

    To see a thumbnail of any file, click the file name. If the thumbnail fails to appear, from the toolbar, click Show Preview .

    After the first check-in, check-in of referenced files is controlled by the Global Configuration Object (GCO) attributes, SLW-CheckInPermitIncomplete and SLW-CheckInBlockRemoteReferences, which are set by the administrator. While the default settings do allow you to choose whether or not to include referenced files, your administrator can set these GCO attributes to require you to also check in the referenced files.

  2. You can also do one or more of the following:
    • In the Keep Checked Out column, select files you want to keep checked out for further editing.
    • In the Inc. Rev. column, select files whose revision you want to have incremented on check-in.
    • In the Remove Local Copy column, select files for which you want to remove local copy of the file.

      The system only allows selection of a Remove Local Copy check box when:

      • You are checking in the file.
      • You are also selecting to remove the local copy of the referencing file.
      • You are checking in from SOLIDWORKS and have left unopened in the SOLIDWORKS session one or more reference files that you are excluding from the check-in.

    The system applies the option when the file is checked into the server.
  3. If this is the first check-in for the file, select the appropriate type from the Object Type list; otherwise continue with the next step.

    You can instead, leave the default entry. The default is the first type in the list of types that your administrator made in X-CAD Design Management for the Global Configuration Object (GCO), MCADInteg-BusTypeMapping. If there is only one entry in the list of types, you must accept the default.

  4. Enter a comment to identify the iteration.
  5. Click Check in.

Check in Files in Content View Mode

This task gives the steps for checking in files using the Details view mode. To turn on this view, from the Check In toolbar, click View Mode and click Content. For the steps, to check in files using the Details view mode, see Check in Files in Details View Mode.

  1. In the Options column, select these check boxes:
    1. Check In for each file that you want to check in.

      In the first column is a thumbnail of each file. To see a larger thumbnail of a file, select the file name. If the thumbnail fails to display at the bottom of the dialog box, from the toolbar, click Show Preview .

      After the first check-in, check-in of referenced files is controlled by the Global Configuration Object (GCO) attributes, SLW-CheckInPermitIncomplete and SLW-CheckInBlockRemoteReferences, which are set by the administrator. While the default settings do allow you to choose whether or not to include referenced files, your administrator can set these GCO attributes to require you to also check in the referenced files.

    2. Keep Checked Out for each file that you want to keep checked out for further editing after check in.
    3. Inc. Rev. for each file whose revision you want to have incremented upon check-in.
    4. Remove Local Copy for each file that you want to remove the local copy after check in.

      The system only allows selection of a Remove Local Copy check box when:

      • You are checking in the file.
      • You are also selecting to remove the local copy of the referencing file.
      • You are checking in from SOLIDWORKS and have left unopened in the SOLIDWORKS session one or more reference files that you are excluding from the check-in.

  2. If this is the first check-in for the file, from the Properties column, select the appropriate type from the Object Type list; otherwise continue with the next step.

    You can instead, leave the default entry. The default is the first type in the list of types that your administrator made in X-CAD Design Management for the GCO, MCADInteg-BusTypeMapping. If there is only one entry in the list of types, you must accept the default.

  3. Enter a comment to identify the iteration.
  4. Click Check in.