Documentum (CMS) Contextual Menu Actions

While browsing Documentum (CMS) connections in the Data Source Explorer view, the various nodes include the following contextual menu actions:

Connection Level Nodes

Configure Database Sources

Opens the Data Sources preferences page where you can configure both data sources and connections.

Disconnect

Stops the connection.

New Cabinet

Creates a new cabinet in the repository. The cabinet properties are:

• Type - The type of the new cabinet (default is dm_cabinet).
• Name - The name of the new cabinet.
• Title - The title property of the cabinet.
• Subject - The subject property of the cabinet.

Refresh

Performs a refresh on the selected node.

Find/Replace in Files

Allows you to find and replace text in multiple files from the connection.

Container (Cabinet) Level Nodes

New Folder

Creates a new folder in the current cabinet / folder. The folder properties are the following:

• Path - Shows the path where the new folder will be created.
• Type - The type of the new folder (default is dm_folder).
• Name - The name of the new folder.
• Title - The title property of the folder.
• Subject - The subject property of the folder.

New Document

Creates a new document in the current cabinet / folder. The document properties are the following:

• Path - Shows the path where the new document will be created.
• Name - The name of the new document.
• Type - The type of the new document (default is dm_document).
• Format - The document content type format.

Import

Imports local files / folders in the selected cabinet / folder of the repository. Actions available when performing an import:

• Add Files - Opens a file browse dialog box and allows you to select files to add to the list.
• Add Folders - Opens a folder browse dialog box that allows you to select folders to add to the list. The subfolders will be added recursively.
• Edit - Opens a dialog box where you can change the properties of the selected file / folder from the list.
• Remove - Removes the selected files / folders from the list.

Export

Allows you to export the folder on the remote connection to a local folder.

Rename

Renames the current resource

Delete

Deletes the current container.

Refresh

Performs a refresh on the selected node.

Properties

Shows various properties of the current container.

Find/Replace in Files

Allows you to find and replace text in multiple files from the connection.

Resource Level Nodes

Edit

Checks out and opens the selected resource in the editor (if it is not already checked out).

Edit with

Checks out and opens the selected resource in the specified editor or tool (if it is not already checked out).

Open (Read-only)

Opens the selected resource in the editor. The resources are marked as read-only in the editor using a lock icon on the file tab. If you want to edit those resources, enable the Can edit read only files option in the Editor preferences page.

Open with

Opens the selected resource in the specified editor or tool.

Check Out

Checks out the selected resource from the repository. The action is not available if the resource is already checked out.

Check In

Opens the Check In dialog box that allows you to check in the selected resource (commits changes) into the repository and configure some properties for the resource. The action is only available if the resource is checked out.

Check In Dialog Box

The following resource properties can be configured in this dialog box:

• Name - The resource name in the repository.
• Version - Allows you to choose what version the resource will have after being checked in.
• Version label - The label of the updated version.
• Description - An optional description of the resource.
• Keep Locks - When this option is enabled, the updated resource is checked into the repository but it also keeps it locked.
• Make this the current version - Makes the updated resource the current version (will have the CURRENT version label).

Cancel Checkout

Cancels the checkout process and loses all modifications since the checkout. Action is only available if the resource is checked out.

Export

Allows you to export the folder on the remote connection to a local folder.

Copy

Copies the selected resource to another location in the tree. This action is not available on virtual document descendants. This action can also be performed with drag and drop while holding the Ctrl (Meta on OS X) key pressed.

Move

Moves the selected resource to another location in the tree. Action is not available on virtual document descendants and on checked out resources. This action can also be performed with drag and drop.

Copy location

Allows you to copy (to the clipboard) an application-specific URL for the resource that can then be used for various actions, such as opening or transforming the resources.

Rename

Renames the current resource

Delete

Deletes the current container.

Add Relationship

Adds a new relationship for the selected resource. This action can also be performed with drag and drop between resources.

Convert to Virtual Document

Allows you to convert a simple document to a virtual document. Action is available only if the resource is a simple document.

Convert to Simple Document

Allows you to convert a virtual document to a simple document. Action is available only if the resource is a virtual document with no descendants.

Refresh

Performs a refresh on the selected node.

Properties

Shows various properties of the current container.

Find/Replace in Files

Allows you to find and replace text in multiple files from the connection.

Compare

Compares two selected resources using the Compare Files tool.