To start the Synchronize wizard from Windows Explorer, see To synchronize both your work area and a project in the Dimensions repository:.
In the desktop client, in the folders and items view, select the folder whose items you want to synchronize, and select Synchronize.
If the project in the Synchronize with field is not set to the project with which you want to synchronize, use the browse button to select it.
If you want to exclude certain types of change in the work area from being synchronized, deselect the appropriate check boxes under Include the following types of local changes:
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Additions
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Deletions
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Modifications
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Moves/Renames
If you want to exclude certain types of change in the project in the repository from being synchronized, deselect the corresponding check boxes under Include the following types of repository changes.
If you want to restrict the synchronization to filter particular files or folders, enter expressions in the required fields for inclusions and exclusions. The inclusions, if entered, will be evaluated before the exclusions when the synchronization is performed. For examples of filters, see Example Expressions for Specifying File Inclusions and Exclusions.
NOTE You need to specify wildcards for folders when specifying types of files. For example, use **/*.exe to match all files of extension .exe.
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In Include local folders enter any expression required to restrict which folders will be delivered from the work area
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In Exclude local files enter any expression required to identify files you want to be excluded from the deliver to the repository.
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In Include repository folders enter any expression required to restrict which folders from the repository will be updated in the work area
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In Exclude repository files enter any expression required to identify files in the repository that you want to be excluded from the update to the work area.
If you want the content of conflicting files to be automatically merged provided there is no conflicting content, select Auto-merge non-conflicting file content.
Optionally, to see the other options on this page, click the Show additional options button.
a Dimensions CMIf required, change the Synchronization Options:
• Select Skip summary before synchronization if you do not want the Synchronize wizard to display the summary page before synchronization.
• Select Close wizard of completion if you want the Synchronize wizard to exit on completion of the synchronization.
b If you require an output log for the results of the synchronization, select Enable in folder. If you want to change the default folder where the logs are written, use the browse button to select another folder.
Click the Next button.
The window will display "Checking for work area differences" while processing takes place. When Dimensions CM has finished comparing the differences, the next page of the wizard is displayed containing a folder structure indicating the differences between the work area and the repository.
If required, use the Defaults tab to change the default options used when files are delivered or updated. (You will be able to override them when you select an individual file or subfolder by using the Options tab.)
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Comment for check in. If the synchronization requires updates to the repository, enter the default comment for any new item revisions that are created.
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Relate to request(s). Select one or more default requests to be related in response to any new item revisions that are created. Note that your process model may require a request in order to create new item revisions. For details of how to do this, see Selecting a request to Relate to your Changes.
NOTE You cannot check out an item in response to a request if the request is above the initial stage in the Global Stage Lifecycle.
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Permissions after Update. Choose between Make read only and Make writable for the permissions to be set on the file after updating from the repository.
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Design part for new files. The part specification for the owning design part for new items created in this work area (unless overridden by any values set for a folder beneath the root folder in this work area). For details of how to do this, see Selecting an Owning Design Part.
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Permissions after Deliver. Choose between Make read only and Keep unchanged for the permissions to be set on the file after delivering to the repository.
NOTE It is not necessary to set file permissions to read-only just to distinguish files that have been updated. The Change Type column maintained by Dimensions CM provides a more accurate account of whether files need updating. It is now possible to always work with writable files. Setting the Permissions after update and Permissions after deliver to Make writable saves you having to first set permissions each time you want to update a file.
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Apply date/time of. Choose Repository item if you want the date/time of the files updated in the work area to have the same value as the item in the repository. Choose Current system if you want updated files in the work area to have the current date and time.
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Expand substitution variables. Select this option if you want item header substitution variables to be expanded when item files are updated in the work area. Note that this will only occur if Enable item header substitution is set for the item type in the Administration Console.
The default for this is set in the desktop client in the Tools | Preferences dialog box or the Windows Explorer plug-in Dimensions | Preferences dialog.
If you want to change which files/folders are shown, use the toolbar buttons:
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To unhide item files that are unchanged, click the
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To unhide item files whose Resolution is set to Ignored, click the
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To view only item files in the repository, click the
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To view only item files in the work area, click the
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To view item files in both the repository and the work area, click the
button. This is a consolidated view and is the default selection.
If you want to set defaults or overrides for a specific file or folder, expand the folder tree, select the file or folder, and select the Options tab.
On the Options tab, there are a set of values that apply at the file or folder level similar to those at the root level described in Step 9. If you have selected a folder, these values will be used as defaults for deliver or update operations for items within this folder and any subfolders beneath it, but you will be able to override them when you select an individual subfolder or file.
If you want to change these, enter the default values you require.
You can expand the folder tree to view the differences. However, using the navigation buttons to move between each difference or unresolved conflict is much easier, especially if there are only a few differences in a large number of files
Select the Properties tab to view details of the selected file.
For each file for which there is a change or conflict, review and if necessary, change the resolution that has been determined by the Synchronize Wizard and any options to be applied specifically to that item revision. Select the Properties tab to see more details of the type of change or conflict. This procedure is described in more detail in Reviewing a Change in the Synchronize Wizard.
When you are satisfied with the resolutions for the changes, click Next.
The next page of the wizard displays a series of entries informing you of the updates that will occur when the synchronization is performed. At this stage no updates to the database have yet taken place. Some operations and commands that could be destructive, or not what you intend, may be ordered first in the summary log and prefixed with a 'Caution:' heading and description.
If you want to return to the previous page to review the changes, click Back. If you are satisfied to continue, click Synchronize.If there is an error during the processing of an item, Dimensions CM displays an error dialog box. Fix the error by entering the required fields in the Error dialog box and click the Retry button, or click the Ignore button to ignore that item. Alternatively, click the Abort or Ignore All buttons.
After some processing, a page displays Synchronize is now complete.
If you want to see details of the updates that have taken place, click Show Details.
If you want to close the wizard, click Close.