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Workgroup Collaboration: Pro/INTRALINK 3.x Status and its Pro/INTRALINK 8.0 Equivalent

In my last blog, I talked about "Roundtripping" ( Def: In Pro/ENGINEER data management, "roundtripping" is the checkout of a Pro/ENGINEER dataset to a Pro/INTRALINK workspace, modifying the design in Pro/ENGINEER and checking it back into Pro/INTRALINK). Now, as promised, I will talk about Pro/INTRALINK 3.x statuses and their equivalents in Pro/INTRALINK 8.0.

How do you ensure that others aren't changing the same designs at the same time? How do you find out if someone is changing a design you need to change? The answer is "statuses" - the cornerstone of workgroup collaboration.

Pro/INTRALINK 3.x "Status" vs. Pro/INTRALINK 8.0 Functionality

A little review: in Pro/INTRALINK 3.x when you add a Pro/ENGINEER design to your workspace, you can set the commonspace status to "Locked."

This does two things:
  1. it "locks" the object - which grants you the exclusive right to check in the design (meaning no one else can check in any changes except you) and
  2. it displays "Locked by: " under the Status Description column in the Commonspace next to the object.
In the workspace there are three status columns:
  1. The "Commonspace Status" - the same as Status Description in the Commspace;
  2. the "Workspace Status" - telling you whether you can modify the object or not and;
  3. "Compare Status" - for indicating if an object is out-of-date (meaning someone has changed the object since you added it to your workspace)

So that's Pro/INTRALINK 3.x; let's look at Pro/INTRALINK 8.0 and the similarities and differences between the two. Here's the cheat sheet:

Functionality

Pro/INTRALINK 3.x

Pro/INTRALINK 8.0

Comments

Add a Pro/ENGINEER dataset from the Pro/INTRALINK server to your workspace

Check out

Add to workspace

For both 3.x and 8.0 - Pro/ENGINEER datasets can be added to the workspace as "Links" or "Copy". "Copy" copies over the physical files from the server to your workspace. Link - copies over just the information about the Pro/ENGINEER files without copying over the files until you need them

Lock a Pro/ENGINEER dataset such that only you can check it into Pro/INTRALINK

Set status: Lock

Check Out

In 8.0 you can "Check Out" a Pro/ENGINEER object from a number of places: 1) from the search results page; 2) from the properties page of a the Pro/ENGINEER CAD document; 3) from the workspace; 4) from the model tree within Pro/ENGINEER (once you've added the dataset to the workspace or dragged and dropped the dataset into Wildfire)

Unlock a Pro/ENGINEER dataset such that now another user can check it into Pro/INTRALINK

Set status: none or Intend-to-Modify

Undo Checkout

There are some big differences here between 3.x and 8.0. In 3.x when you have locked an object - then change the status to none or Intend-to-Modify - the object is simply un-locked. In 8.0, if you have "Checked Out" a Pro/ENGINEER design, then modified, when you choose "Undo Checkout" - two things happen: 1) the object is unlocked AND 2) the actual modified file is replaced with an unmodified copy of the file. See the Help files for more details and options for "Undo Check Out"

Backup the contents of your workspace to the Pro/INTRALINK server WITHOUT checking in anything

Not Available

Upload

Commonly people with 3.x will check in their changes at the end of the day as sort of a backup

With 8.0, it is possible to effectively "backup" your changes without checking them in

The 8.0 "upload" command - copies the contents of your workspace to the server. You can upload new and modified objects that are checked out. But you

cannot upload modified objects that have not been checked out

Communicate that you intend to modify an object without locking it

Set status: Intend-to-Modify

Not Available

The "Intend-to-Modify" status is only in 3.x

Try It!
Go play with Pro/INTRALINK 8.0 and try checking out some files. Try just adding them to your workspace then checking them out from the model tree within Pro/ENGINEER. Create a new design and save it to the workspace. Now open connect to Pro/INTRALINK 8.0 using a web browser and look at the workspace using the web browser. It will probably not contain all the same files that are listed in the workspace when you look at it from within your Pro/ENGINEER Wildfire browser. That's because the browser view of the workspace only shows what has been uploaded. Next, upload everything in the workspace. Keep in mind if you modified something that was not checked out that Pro/INTRALINK 8.0 won't allow you to upload that file (I can explain why later). Last, go look at the Pro/INTRALINK workspace from the web browser. What do you see? The same files that are in your workspace on your work station. But now those files are also on the server - but not checked in. Being able to upload your files at the end of the day allows you to "back them up" with out creating unnecessary iterations. That's a good thing because it minimizes the unnecessary clutter in your Pro/INTRALINK database, slows the growth of the Pro/INTRALINK database, and minimizes the time necessary to backup your Pro/INTRALINK database because there is less data to backup.

Victor Gerdes, P.E., ASME
Sr. Product Manager, Pro/ENGINEER Data Management and Windchill Infrastructure PTC
 
     
     
 
 
 

 

 
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Victor Gerdes

Victor Gerdes, P.E., ASME
Sr. Product Management Director,
Pro/ENGINEER Data Management and Windchill Infrastructure

Product Management Director for Pro/INTRALINK, Windchill Peformance, Replication, Archive, and Collaboration Capabilities, Victor Gerdes has been with PTC for over ten years and joined six months prior to the launch of Pro/INTRALINK 1.0 at PTC/USER in June of 1997! Victor is now managing software development for Pro/INTRALINK 9.0 and Windchill.

 
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