Function documentationOffline Editing

 

Offline editing allows you to download a complete structure to a local directory (offline folder), so that you can edit it there (work offline), independently of SAP Easy Document Management.

When you log on to SAP Easy Document Management again, the system checks in the updated files to the standard storage location (see Preferences in SAP Easy Document Management).

Features

Offline editing includes the following functions:

  • Synchronize folders

    You can synchronize your folder structure in SAP Easy Document Management with your offline folder structure and check it out for offline editing (see Synchronization of Folders). The system performs the following tasks:

    • Checks the selected folder with all its subfolders and documents

    • Displays conflicts between files or folders that occurred during synchronization

    • Proposes solutions

    In SAP Easy Document Management you have the following two options for synchronization:

    • Synchronize Latest Version

      If you choose this option, only the latest (highest) version of a document info record (DIR) in that folder is downloaded to the offline folder.

    • Synchronize Latest Released

    For more information, see Examples of Synchronization.

  • Edit offline

    You check folders and documents out to edit them in offline mode. You start offline mode by choosing Work Offline from the context menu of a document with a file.

    Note Note

    You can still edit files that you checked out for display only by selecting the Allow Changes in Offline Mode checkbox under Start of the navigation path Preferences (Preferences) Next navigation step General End of the navigation path.

    End of the note.

  • Work offline

    You have the following options for starting offline mode:

    • In the SAP Easy Document Management logon screen, choose Work Offline

    • In the context menu of a document that is linked to a file, choose Work Offline

    You are working in offline mode until you log on to SAP Easy Document Management again.

    This means you are disconnected from the SAP system. Only those folder structures with documents that you checked out for editing are visible with descriptions; however, the metadata is not visible.

    In offline mode, you can do the following with the loaded, checked-out files:

    • Display and change

    • Display file properties

    • Copy to your file system

    • Copy or move files from the file system to the Offline Folder

    • Log on to SAP Easy Document Management again and work online

  • Work online

    When you log on to the SAP system again, offline mode is closed.

    The system checks in the following files:

    1. Files that were changed offline

    2. New files that you copied from your file system to the offline folder

      For each new file, the creation dialog box for document appears (Create Document) where you can change the meta data of the document.

      Note Note

      You can delete all offline files under (Start of the navigation path Preferences (Preferences) Next navigation step System Next navigation step Reset Settings End of the navigation path) by choosing Delete Local Files.

      End of the note.

Activities

Check Out Files for Offline Editing

  • To select a folder or a file that you want to edit offline, do the following:

    1. In the context menu of the folder, choose Synchronize Latest Released or Synchronize Latest Version.

      The system provides a dialog box in which you can load the folder and resolve any conflicts that arise.

    2. In the context menu for the file you want to edit offline, choose Edit Offline.

      The system checks out the file for editing offline (Checked Out by Me (Checked Out by Me)). The system transfers the checked-out files to the offline folder. In the context menu of the synchronized folder, choose Work Offline. You are now logged out of SAP Easy Document Management.

  • You can also choose Work Offline in the context menu of a folder, to check this folder out for editing offline. The system branches to offline mode and closes SAP Easy Document Management.

  • Edit your files offline in the offline folder and save your changes.

  • Log on to SAP Easy Document Management again. You can also log on by choosing Work Online from the context menu of the changed file or folder.

    The Synchronize dialog box opens. Choose the files that you wish to synchronize and choose Synchronize. The system synchronizes the offline folder with the online folder and checks in the downloaded folders and the changed files again. The changes are available online.