Client Server Rules
Table of contents
Standard SI5 Project Client Server Rules
SI5 uses an intelligent file management process to determine which files will move between client and server. The following is a high level description of this interaction.
1) Projects can only be checked out by one user at a time.
2) Projects must be checked out to Add files to the project
3) Reports can be run on projects that are checked out by another user.
4) The first time a project is checked out, all dtl and dtlrev files are copied to the local projects folder.
5) Drawings and Other Project files are copied to the Local folder when:
6) User opens the file
7) User executes the “Get Latest” command
8) Only files that have changed will be copied to/from the server. If you modify the Project File and check in the project, the Dtl file will be copied the server. If you open this project before it is modified by another user, the local project file will be used and no data is copied from the server.
Files and Projects
All file management will be handled in the Navigator. The Import Project function on the Projects tab of the Navigator allows the user to browse to SI 4 and SI 5 projects to import. SI 4 project will be converted to SI 5 format during this process.
Only one application (Text, Visio or AutoCAD) can be open at a time for a given project.
Text dtl files and Visio vsd files have similar functionality. In Text and Visio you can have multiple projects open but only one file can be open per project at a time. In AutoCAD you can have multiple drawings (dwg files) open for the same project but only one project can be open at a time.
To create a new project you can select Create Project, or go to File - New Project, or use right click – New Project.. The Project Information dialog will open. After entering the data, a dtl file for the new project will be created. Visio and AutoCAD files can then be created by right clicking New AutoCAD or New Visio, or by selecting New AutoCAD or New Visio from the Explorer bar on the left.
| File Classifications | Ext | Server Action | Description |
| Project File | Dtl | Standard SI5 rules apply. (see below) | This file contains data for the Current Revision of a project. There can only be ONE Project file in a project folder. This file can be read by most report writers and Office applications such as Excel. |
| Project Visio File | vsd | Standard SI5 rules apply. | One or more Visio files created with SI5 Visio Interface. These files are considered “linked” to the Project File. These files must live in the same folder as the Project File. |
| Other Visio File | vsd | Standard SI5 rules apply. | Visio files created outside of SI5 and added to the project using the Navigator > Projects > “Add a file to this project” function. There is no way to distinguish these files from Project Visio Files. These files must live in the same folder as the Project File. |
| Project AutoCAD File | dwg | Standard SI5 rules apply. | AutoCAD files created with SI5 AutoCAD Interface. These files are considered “linked” to the Project File. These files must live in the same folder as the Project File. |
| Other AutoCAD File | Any | Standard SI5 rules apply. | AutoCAD files created outside of SI5 and added to the project using the Navigator > Projects > “Add a file to this project” function. There is no way to distinguish these files from Project AUtoCAD Files. These files must live in the same folder as the Project File. |
| Other Project Files | Any | Standard SI5 rules apply. | Files added to the project using the Navigator > Projects > “Add a file to this project” function. These files must live in the same folder as the Project File. Folders cannot be added to a project. |
| Project Revision File | dtlrev | Standard SI5 rules apply. | Project File of a specific Revision |
| Revision Zip File | zip | Standard SI5 rules apply. | Includes all Project Visio and Project AutoCAD files zipped into one folder. These are created by the system each time a new revision is created. |
| Other Files/Folders not “added” to the project via the Navigator interface.
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| Not managed by SI5. These files will not be copied to the client by SI5. | The user may choose to store other files and folders on the server within the project folder. These could include, client photos, architectural drawings, cut sheets or any other data that needs to be stored with a project. These files and folders will not be visible within the SI5 interface. Check-in/out of these files are not controlled by SI5. |
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