Editing a file locally

Check out a file, edit it locally, and then check it back in Connections.

About this task

If you have the IBM Connections Desktop Plug-ins for Microsoft Windows installed and configured, you can check out a file, edit it locally, and then check it back in. The file you want to edit must be a file that you own or a file that has been shared with you and for which Editor access has been assigned. To install the IBM Connections Desktop Plug-ins for Microsoft Windows, refer to IBM Connections Desktop Plug-ins for Microsoft Windows.

Procedure

  1. Locate the file you want to edit and click its name to open its file page.
  2. Perform one of the following actions:
    • If you have an Connections Docs subscription, click Edit and then click Edit on Desktop.
    • If you do not have an Connections Docs subscription, click Edit on Desktop.
  3. A message about editing the file locally is displayed. Click Edit on Desktop again.
    Note: This message is displayed every time you select Edit on Desktop, until you click the setting to not show the message again.
  4. If this is the first time you are accessing a file using the IBM Connections Desktop Plug-ins for Microsoft Windows:
    1. You are prompted to register the file launcher. Registering the file launcher establishes communication with the IBM Connections Desktop Plug-ins for Microsoft Windows. Select the Remember my choice for ibmscp links. check box. Select Link File Launcher.
    2. Enter your user name and password at the prompt. Select Login.
    3. If a certificate warning is displayed, select Yes.
    4. In the Open Document window, select the Open for editing option. If you want to avoid this prompt in the future, select Remember my selection for this library..
      Note: You can change the prompt setting later using plug-in Library preferences.
  5. If you have previously accessed a file using the IBM Connections Desktop Plug-ins for Microsoft Windows:
    1. The file opens directly for editing.
      Note: You do not see the file launcher prompts due to your previous configuration choices.
  6. Make your changes in the opened file.
  7. When you are finished with your changes, save the file.
  8. Select Publish.
  9. Optional: Add a comment to describe your changes. Select OK.
  10. When the publish is complete, exit the editor.

Results

In the file page, the version information is updated to show the version created by your changes.




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