You can lock a repository document to prevent other users from making changes to it. Only you or a user with the Full permission on the document can check in changes to the document until you unlock it. Generally, you will release the lock when you check in the document.
Locked documents display a lock icon in the repository browser:
| Icon | Description | Icon | Description |
|---|---|---|---|
|
Blue, if you have set the lock. |
|
Red, if another user has set the lock. |
You can lock a document during check out (see Checking Documents Out of the Repository) by selecting the Lock before check out option, and remove the lock during check-in (see Checking Documents into the Repository) by selecting the Unlock after check in option.
If you have locked a document (or have the Full permission on a document locked by another user, you can unlock it. Unlocking a document version allows any user with the appropriate permissions to check in changes to it.
- Right-clicking the document and selecting Lock or Unlock.Note: To lock or unlock all the documents inside a folder or branch, right-click it and select Lock or Unlock. You must have the appropriate permissions on all the contained documents.
- Clicking the Lock or
Unlock tool on the property sheet of a:
- Document - on the Versions tab.
- Configuration - on the Members tab.
- Selecting and using the tools available on the List of Locks:
Tool
Description
Settings – Opens the Lock Document dialog for the selected document, which shows details of the lock upon it.
Add Lock – Opens the Lock Document dialog. Select a document to lock in the Name list and a comment, and click OK to lock it and return to the List of Locks.
Add Related Document Versions - [models only] Locks any models that the selected model references through external shortcuts. The related models are automatically added to the List of Locks.
Add Document Versions from a Configuration – Opens the Select Configuration dialog box, which allows you to select a configuration for locking. Document versions contained within the configuration are locked and added to the List of Locks.
Delete – Unlocks the selected document, and deletes it from the List of Locks. Note that this tool does not delete the document version.
