Overview

Mounting a DocuShare Server on Windows Explorer

Removing a DocuShare Server

Accessing a Mounted DocuShare Server via Windows Explorer

Viewing DocuShare Files on the Windows Client

New Function Buttons on the Windows Client

New Menus in the Windows Client

Working with DocuShare Files on the Windows Client

Adding Files or Folders

Copying Files or Folders

Deleting Files or Folders

Versioning and Locking Files

Searching DocuShare on the Windows Client

Configuring Options

Table of Contents	Searching in DocuShare	DocuShare ODMA Client

The Windows Client allows you to work with a DocuShare repository of files (or several) from within Windows Explorer. Once you mount the server and log in, DocuShare will appear as a separate drive in the familiar Explorer tree environment. When you click on the DocuShare drive from Windows, DocuShare collections appear as folders, and files appear as the appropriate icons. You can bypass normal upload procedures and copy files to a DocuShare collection from your local or network drives, or you can pull files from DocuShare directly to your computer, avoiding the download step. Simply select the file (or files) you want and drag it to the folder to which you wish to upload or download. It works the same as when you drag files around within your computer or to and from network drives.

The DocuShare Windows Client must be installed on your computer before you can mount a DocuShare server on Windows Explorer. See Installing the Windows Client, Chapter 1. Once you have installed the Windows Client, click the DocuShare icon as it appears in Windows Explorer.

The first time you click on the DocuShare icon, a window will appear asking if you want to map an initial DocuShare server. To map additional servers, under the Explorer Tools Menu, select Map DocuShare Server. In both cases, the Step 1 dialog box appears.

1. Under Home URL, type in the name of your DocuShare server (e.g., http://sales.acme.com).
   
   
2. If a proxy server is needed, press the Advanced button. If the DocuShare server you are using is local, do not use a proxy server.
   
   
3. Press Next. The Step 2 dialog box appears. If you do not have an account on the DocuShare server entered in Step 1, press the Registry button. This will take you to the web page to create an account.
   
   
4. Enter your user ID under Account Name.
   
   
5. Enter your password under Password.
   
   
6. Press Next. The Step 3 dialog box appears.
   
   
7. Enter the name you want to appear in the Windows Client under Folder Name in Explorer. Although this name can be different than the name of your DocuShare website, you probably want to give it the same name or a related, meaningful name to avoid any confusion with other servers.
   
   
8. Enter a name under Work-in-progress directory name that is at least four characters long.
   
   
9. Press Next. The Step 3 4 dialog box lets you review the information you entered in steps 1 through 3. If the information is correct, press Finish to create the server folder. If you experience a login problem, see Chapter Troubleshooting DocuShare.
   
   

At this point, you will see the new folder name appear in Windows Explorer under the DocuShare icon.

To remove a DocuShare server from the DocuShare Windows Client, follow the steps below:

1. Select Disconnect DocuShare Server from the Explorer Tools Menu.
   
   
2. Select the DocuShare server you wish to disconnect.
   
   
3. Press OK.

The server you selected for removal should no longer appear on the Explorer interface. If the server does still appear, select Refresh.

To access a mounted DocuShare server via Windows, double click on the DocuShare icon which appears in your Windows Explorer tree structure. See example below:

1. Type your password in the dialog box, which may appear, then click OK. Remember that your password is case-sensitive. If you make a mistake and see an error message, try entering your password again or see your Site Administrator.
   
   
2. The DocuShare server then opens onto your Windows Explorer Interface, and you will see the familiar folder pattern of collections and objects that make up the DocuShare site.

At this point, you can point and click to open DocuShare collections on your DocuShare site as if they were folders on one of your local or network drives.

Viewing and editing DocuShare files on the Windows Client is similar to viewing and editing files on one of your local drives in Explorer. Collections appear as Explorer folders that may contain files, URLs, calendars, bulletin boards or other collections/folders. Files will appear with their corresponding icons (e.g., for Microsoft Word files).

To open a DocuShare collection/folder in the Windows Client, simply double click the folder with your mouse. The contents of that collection/folder will then appear in the right-hand side of the Explorer Interface. Remember that permissions still apply, so depending on your access, you may not be able to view restricted collections or folders. See Chapter 3, DocuShare Permissions for further information.

To open a DocuShare file, simply double click on the file name. There are two ways to "open" a DocuShare file. The default response to double clicking on the file is to open the corresponding application with the file set to read only. This is called browse mode. Alternatively, you may open the file for editing and save it back to DocuShare when you are done. This is called check out. When you check out a file, the original copy on the DocuShare server is locked while you edit the file so that others will not be able to create new versions while you are editing the current version. Both options are available from the menu that appears when you click your right mouse button on the file name. Which action is your default in response to a double click is configurable from the DocuShare settings screen (see Configuring Options).

The DocuShare Windows Client supports the following applications for check out:

• Microsoft Word, Excel and PowerPoint, ’95 and ’97 editions.
  
  
• Microsoft Binder ’97
  
  
• Lotus WordPro 32
  
  
• Lotus Freelance
  
  
• Corel Presentations
  
  
• Corel Quattro Pro 8.0
  
  
• Corel WordPerfect 7.0 and 8.0
  
  
• Visio 5.0
  
  
• Microsoft Notepad, Wordpad and Paint

Other applications may or may not correctly check out of DocuShare or save back to DocuShare. See Chapter Troubleshooting DocuShare.

Most of the function buttons on the Windows Client are the same as the function buttons in Explorer, but there are a few differences. The table below gives a description of the function buttons in the Windows Client.

In addition to the Explorer function buttons, you will notice various pop-up menus when you right click your mouse within the Windows Client. As with the function buttons, these menus closely resemble the standard Windows Explorer right-click menus with a few differences.

Working with DocuShare files on the Windows Client is much the same as working with regular files from your local or network drives on Explorer. Using standard Explorer drag and drop operations, you can copy files to a DocuShare collection from your local or network drives, or you can copy files from DocuShare directly to your computer. You can also copy and move DocuShare files from folder to folder within the DocuShare using drag and drop operations. Other standard Explorer features are available as well, such as Rename, Delete, and Properties.

To add (i.e., upload) files from a local or network drive to a DocuShare folder (i.e., collection) on the Windows Client, follow the steps below:

1. Select the file(s) you wish to add with your mouse and drag it to the desired DocuShare folder.
   Note: Remember that you must be logged in and have Writer permission to add files to a DocuShare collection.
   
   
2. A confirmation message box will appear. Click Yes.

To copy files from a DocuShare folder to a folder on your local or network drives, select the file(s) you wish to copy with your mouse and drag it to the desired local or network folder.
Note: The Confirm Item Copy screen does not pop up for this type of action (i.e., a download).

Use the same select and drag procedure as above to copy files from one DocuShare folder (i.e., collection) to another. The Confirm Item Copy screen will pop up if you copy files from one DocuShare server to another, but otherwise the process is the same. Remember that you must have Write permission to add files to a DocuShare collection even if the files are coming from another DocuShare collection or server.

To delete files from DocuShare on the Windows Client, follow the steps below.

1. Select the file(s) with your mouse and press the delete function button on the Windows Client Interface or the delete button on your keyboard.
   Note: Remember, you must have Manager access to delete files or folders from DocuShare.
   
   
2. A confirmation screen will appear. Click Yes if you are certain you want to delete the file or folder.

Versioning and Locking Files basically works the same way as it does in the web version; see Chapter 5, DocuShare Files for in-depth information. Follow the process below to create a new version of a file on the DocuShare Windows Client.

1. Click on the Create New Version function button at the top of the interface or choose New à Version from the mouse right-click menu. The file must be selected for you to use the right-click menu.
   
   
2. The Create New Document Version dialog box appears:
   
   
   
   
3. Enter the file name or select it by using the Browse key.

1. Select Find ® Files on DocuShare from the Explorer Tools Menu.
   
   
   
   
2. The DocuShare Find File dialog box appears.
   
   
   
   
3. Fill in your search criteria as necessary. There are 4 tabs of criteria at your disposal: Title & Location, Date Modified, Advanced Search, and Options. These 4 tabs together mirror the search criteria options from the web view.
   
   
4. Click Find Now when you are ready to start the search.
   
   
5. The Search Results appear underneath the Find File box.
   
   
   
   

There are several options on the Windows Client that you can configure. To access the options, right click on the red Xerox icon in the toolbar of your Windows Explorer interface (On most machines, the will be located at the bottom right corner – the Start button is usually in the bottom left corner.) When you right click on the icon, a short menu appears:

Choose Settings.
Note: Disable ODMA from this menu will turn off the ODMA option, and View WIP Folder shows you information about the Work in Progress (if there is one). About DsClient gives you license and version information on the DocuShare Windows Client.
After you select Settings, the DocuShare Client Settings dialog box appears.
Note: The options shown as selected in the following examples are the DocuShare Windows Client default options. Your Site Administrator can help you figure out the best settings for your machine and requirements. The DocuShare Settings dialog offers various options regarding DSClient’s behavior.

• When "Ask me before showing DocuShare Open/Save dialog" is checked, each time you open or save a document, a DocuShare screen will appear asking if you want to open from or save to a DocuShare server or your local drives. When not checked, open and save operations will always assume you want a DocuShare server. See the chapter on The DocuShare ODMA Client.
  
  
• The "delete local copy of document on exiting editor app" option will always delete the local copy of a document once the editor is closed. When not checked, a local copy of the edited document will be retained.
  
  
• The "Don’t return to last collection" option tells DSClient where to start when it opens a DocuShare collection listing for open and save operations.

• DocuShare files may be opened for read-only viewing (Browse) or for editing (Checkout). The Windows Explorer custom setting indicates which action you prefer as the default when you double click on a file. Both actions are available by clicking on the right mouse button over the desired file.
  
  
• The view refresh option states how often DSClient should check the server for changes and refresh its local listing of files and folders.

• The "Save Local folder" option is the folder that you want DSClient to store its local, temporary copies of files. By default, DSClient uses its own installation folder.
  
  
• The "Log network events" field allows you to tell DSClient to log all error events.

Table of Contents	Searching in DocuShare	DocuShare ODMA Client