Set the configuration details when you want to determine:
Display Properties: how the client displays in various situations
Display Formats: the formats in which certain fields are displayed in the desktop client.
Operation Properties: how the client behaves when you perform various commands.
PRIVILEGES No special privileges required.
To access the configuration details:
Select Tools | Preferences and make sure the Configuration tab is selected.
To set the Display Properties:
Each Dimensions CM object (approximately 5K) displayed is allocated an amount of cache. The cache limit determines how many Dimensions CM objects the desktop client will hold in its cache before clearing the cache.
If you have a PC with a large amount of memory, you may want to increase the default value. The larger the cache the better the desktop client will perform, as it will not need to query information from the database as often.
NOTE Any change in this value will not take effect until after you have closed down and restarted the desktop client.
Set Automatic Selection if you want an object to be displayed already selected when you open a new window display for that object (this behavior applies only when there is only one object in the left side Primary view). This means that the client will initially select the object and display its related objects on the right side. if this option is not set, when you open a new window for an object you need to select it in its Primary view before the right-hand views are populated with its related objects.
Set Auto-resize columns on view/scroll page if you want the client to automatically resize the columns in grid views to show the widest data field within the column when you scroll through them. This means that you do not need to click the Auto Resize icon to activate this behavior.
Set Enable Colors if you want the Dimensions CM object entries in the various windows to appear in the color you have set in the Colors tab of the Customize dialog box. If you do not set this option, the client does not display the colors, and shows selected grid rows by highlighting them.
NOTE Always exit from the current display before disabling colors – color combinations other than 'white on black' may occur.
Set Expand revisions if you want the client to display all revisions of an item without the need to click the Expand All icon at the top right of the item list.
The Column Contexts field is reserved for future use.
To set the Tree Displays:
Set Expand first level if you want the client to automatically expand design part and folder trees to the first level when they are first displayed,
Select Hover causes tree to expand if you want the client to automatically expand design part and folder nodes when you pause the mouse over the name of the collapsed node (but not the “+” icon).
To set the Display Formats:
For Date display format, select the format in which you want the client to display dates from the list of date formats.
For User name display format, select the format in which you want the client to display dates from the list of date formats.
To set the Operation Properties:
Set Keep Copy if you want the client to leave the copy of an item file in your user area after you have checked it in. (Note that you can override this setting when you use the Check In dialog box.)
Set Confirm Completed if you want the client to display a dialog box indicating "Operation Successful" when you click OK and the command has completed successfully.
Set Apply system date/time to files if you want the client to set the timestamp of the file(s) in your work area to the current date and time after a Get or Check Out item operation.
Set Auto Get if you want the client to automatically get a copy of an item file back into your user area after you have checked it in. (Note that you can override this setting when you use the Check In dialog box.)
Set Confirm Warnings if you want the client to display all warning messages in a popup window containing details of the warning, requiring you to click OK to continue.
Set Expand Substitutions if you want item header substitution to occur in item commands such as Get Item and Check in Item. (Note that this setting can be overridden in the relevant dialog boxes.)
This option can also be set via the Windows Explorer Plugin in the Dimensions Preferences dialog box.
Set Write metadata if you want metadata to be written to the work area during operations such as get, or check out.
Related Topics