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mexx:usage:files

MeXX File Management

MeXX has an integrated file management with versioning. In MeXX itself, only references to files are stored. The actual files are stored in a protected server directory. The files are accessed via the MeXX FileService running on the server. If the user wants to open or edit a file, it is retrieved from the server and stored temporarily in the local working directory.

The file functions are available in MeXX, as well as in the MeXX Office extensions.

Adding files

Files can be inserted into MeXX using various methods.

Insert: File
Like other elements, existing files and folders can be added to a structure using the “Insert” function (context menu of an element).

Add: File
New files and folders can also be added to a structure using the “Add” function (context menu of an element). For files, the template dialog opens from which the desired file template can be selected.

Drag & Drop
Files and folders can be inserted into MeXX using the “Drag & Drop” function.

If a file or folder is not to be managed in MeXX, you can also refer to an external file using the“Add → Folder Link” and “Add → File Link” functions.

Datasheet

The file datasheet displays detailed information about a file, like: file name, size, creation date, modification date, full file name.

File functions

Numerous file-specific functions are available in the context menu of the structure.

Check out: Lock file
Before a file can be edited, it must be retrieved from the server and locked for editing. If a file has been locked, all other users only have read-only access to the file. For the locking user, the file is displayed with a green circle as symbol, the other users see a red circle as symbol. If there is no lock, the file icon is displayed.

Check in: Release file
Once the processing of a file has been completed, it must be released again. The file is transfered to the server and a new version of the file is created.

Undo checkout
If the file was incorrectly locked for editing, it can be released again without transfer it to the server. All changes made are lost during this process.

Retrieve version
Several versions of a file are stored on the file server. You can return to any old version using the “Retrieve version” function.

Open
A file can be opened in the program assigned on the computer either by double-clicking on it or using the “Open” function. If the file does not yet exist in the local working directory, it is automatically retrieved from the server.

Export
Files and folders can be exported from the MeXX using the “Export” function. Non-existent files are automatically retrieved from the server.

All files locked by a user should be released again when exiting MeXX.

The content refers to version 2.7

mexx/usage/files.txt · Last modified: 2019/05/20 13:01 (external edit)