Start the Synchronize wizard

The Synchronize wizard enables you to synchronize a work area when you want to update the work area, the corresponding Dimensions CM project, or both, to contain the latest versions of the item files.

Start the wizard from the Windows Explorer or from the project/stream in the desktop client.

You can also launch the Synchronize wizard from Microsoft Visual Studio. See Dimensions CM for Visual Studio.

PRIVILEGES: To update items in the repository you need the privileges Deliver Files into Project/Stream, Update Item Content, Create Item.

Guidelines and limitations:

  • The Synchronize wizard uses client metadata to make comparisons between the work area and the repository. The files and folders in the work area that correspond to existing items and folders in the project need to have been created using Dimensions CM item file operations to maintain this metadata. Dimensions CM will treat files that do not have this corresponding metadata as new items to be added to the repository.

  • The use of the Synchronize wizard is not supported with a Dimensions CM project that uses a work area with a folder offset.

  • If your session expires when you are using the Synchronize wizard, errors may occur. We recommend that you increase the session timeout value.

To run the Synchronize wizard from Windows Explorer:

  1. Select the folder in your work area that you want to compare or synchronize with the corresponding Dimensions CM project folder and subfolders.

  2. Right-click, select Dimensions, and select the option you require. The available options depend on the folder you have selected, and whether the folder is associated with a project or a stream.

    Option Description
    Update Update the work area with the latest changes in the repository.
    Deliver Update the repository with the latest changes in your work area.
    Synchronize Projects only: Update both the work area and the repository to reflect the latest changes in both.
    Repository changes Review all changes that have occurred in the Dimensions project or stream since your last update from the Dimensions CM repository.
    Local changes Review all changes that have occurred in the work area since your last update from the Dimensions CM repository.

To run the Synchronize wizard from the desktop client:

  1. In the desktop client's My Current Project window, expand the Folders and Items tree to find the project folder you want to synchronize.

  2. In the content window, right-click the folder and select option you require. The options depend on whether you are currently working with a stream or a project.

    For a project, you can select the following options:

    Option Description
    Update Update the work area with the latest changes in the associated project or stream.
    Deliver Update the project or stream with the latest changes in your work area.
    Synchronize Projects only: Update both the work area and the project to reflect the latest changes in both.

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