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Checking In and Checking Out Projects

How to Check In and Check Out Projects and undo Check Outs

A
Written by Ashok P
Updated over a month ago

"Checked In" and "Checked Out" are the two states for active SI projects.

  • Checked In - The most current project files are on the SI Server. They can be checked out to other users for editing.

  • Checked Out - The most current project files are on your SI Client machine, and you can edit them.

To facilitate the use of Check In and Check Out functionality, there are two folders where your SI Projects reside.

  • A local folder in which the project is checked out from the server. The default local folder for SI projects is C:\Users\username\Documents\SI Projects. The SI Project folder should be on your SI Client machine, as this speeds up performance when editing projects.

  • A folder on the SI Server for project files that are checked in. The default server folder for project Files is C:\DToolsSIXData\Projects.

When you create an SI backup, only the files on your SI Server are backed up.

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Check In

Clicking the Check In button will transfer a copy of the local SI project files to your SI Server. This will make the project available for editing by other users depending on their permissions.

You should do this frequently (at least daily) for projects so that a backup copy of the project file is made available to your SI Server.

There are two Project Settings under the Control Panel for checking in projects.

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Check In All

Clicking More Actions > Check In All will check all projects checked out to you on your SI Client machine and send them to the SI Server. This is a time saver if you have multiple projects checked out to you.

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When you click the Check In All button, you will get a prompt showing how many projects have been checked out to you, and you will be given the option to keep the projects checked out after checking in.

This will check in the projects and then immediately check them back out to your machine. This option is nice for those who want to check in their projects to update the SI Server (so they get backed up) but still want to keep custody of the projects so that no other user can edit them.

check in all prompt 2.jpg

Check Out

Clicking the Check Out button will transfer a copy of the SI project files from your SI Server to your local SI Client machine. You can then edit the projects when connected to the SI Server.

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You can change the local Project folder path via the Projects Folder setting under the Control Panel.

When a project is checked out, the user's and machine's names will be displayed in the "Checked Out To" column in the Project Explorer grid, if this column is displayed.

checked out to.jpg

Undo Check Out

Clicking More Actions > Undo Check Out will remove the Checked Out state of the project. This option is available if you make a mistake on a project and accidentally save it.

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If you're willing to forgo all the edits you've made while editing the project, you can undo the checkout. It will remove the Checked Out state of the project, and you can then check it out to begin editing again.

This option will only be active for projects checked out to you and on your SI Client machine.

You will see the following message when using this option.

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Force Undo Check Out

Clicking More Actions > Force Undo Check Out will undo the project check out to another user's machine.

This option is intended for administrators. For example, an employee checks out a project and disappears with the laptop.

force undo check out.jpg

If you are willing to discard all the edits the user made while editing the project, you can undo the checkout. It will remove the Checked Out state of the project, and you can then check it out to begin editing again.

This option is active when you're logged in with a user assigned to the "Administrators" group. Also, this will only be active for projects that are not checked out to you and are on your SI Client machine.

You will get the following warning.

force undo prompt.jpg
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