CONTENTS Title Page Copyright Page Preface 1 Overview 1.1 What Makes This Product Different 1.2 How the System Works 2 Learning About the System 2.1 General System Structure 2.1.1 Terminology and Examples 2.1.2 File and Configuration Concepts 2.1.3 A Hierarchy of Office Objects 2.2 User Interface Components 2.2.1 Primary Window 2.2.2 Dialog Boxes 2.2.3 Tool Bar 2.2.4 Menu, Title, and Status Bar 2.2.5 Work-In-Process Window 2.2.6 Vault Window 2.2.7 Menus 2.2.7.1 File Menu 2.2.7.2 Edit Menu 2.2.7.3 View Menu 2.2.7.4 Actions Menu 2.2.7.5 Applications Menu 2.2.7.6 Options Menu 2.2.7.7 Window Menu 2.2.7.8 Help Menu 3 Setting Parameters on the Client System 3.1 Verifying the Client's Setup 3.2 Setting Configuration Parameters 3.3 Setting an Active Group 3.4 Associating and Launching External Applications 3.4.1 Associating Applications 3.4.2 Launching Applications 4 Accessing the System 4.1 Gaining Access to the System 4.1.1 Access Prerequisites 4.1.2 Steps to Gain Access to the System 4.2 Logging In to a Session 4.3 Logging Out of a Session 4.4 Exiting the System 4.5 Determining and Reporting Problems 5 Learning About File Versions and Revisions 5.1 File Versions and Revisions 5.1.1 How New File Versions Are Produced 5.1.1.1 Reserving Files 5.1.1.2 Replacing Files 5.1.2 How New File Revisions Are Produced 6 Creating and Relating Objects 6.1 Creating Objects 6.2 Creating Nonresident Files 6.3 Relating Objects 6.4 Unrelating Objects 6.5 Clearing and Deleting Objects 7 Protecting Accounts and Objects 7.1 Protecting Access to User Accounts 7.1.1 Changing Your Account Password 7.2 Protecting Access to Objects 7.2.1 User Classes for System Access 7.2.2 Actions Under System Protection 7.2.3 Defining Protections on Objects 7.2.3.1 Redefining the Default Object Protection 7.2.3.2 Defining a Unique Object Protection 8 Querying for and Retrieving Information 8.1 Querying for Objects 8.1.1 Predefining and Saving Queries 8.1.2 Running a Saved Query 8.1.3 Deleting a Saved Query 8.2 Fetching Files 8.3 Reserving Files 8.3.1 About the Reserve Action 8.3.2 How to Use the Transfer Button 8.4 Canceling File Reservations 8.5 Replacing Files 9 Displaying and Modifying Information on Objects 9.1 Showing and Modifying Attributes on Objects 9.2 Showing All Versions of Objects 9.3 Expanding and Collapsing Objects 9.4 Expanding All Relations on an Object 9.5 Modifying Relations to Expand 9.6 Showing and Modifying Attribute Relations 9.7 Reordering Objects 10 Notifying Users 10.1 Setting Up a Distribution List 10.2 Viewing a Notification Message List 10.3 Reading Mail Messages 10.4 Sending Mail Messages 10.5 Creating New Mail Folders 10.6 Moving Messages Between Mail Folders 11 Learning About Configurations 11.1 The Difference Between Files and Configurations 11.2 How Configuration Versions Are Produced 11.3 How Configuration Revisions Are Produced 12 Checkpointing Configurations 12.1 Managing Configurations 12.2 Using the Checkpoint Action 12.2.1 Checkpointing a Single Nonfile Object 12.2.2 Checkpointing a Configuration of Objects 12.2.2.1 How the System Forces a Version 0 Checkpoint 12.2.2.2 How You Enable an Auto Checkpoint 12.2.2.3 How You Disable an Auto Checkpoint 12.3 Locating a Checkpointed Configuration 13 Reviewing and Voting on Objects 13.1 Building a Review Team 13.1.1 Selecting Review Team Members 13.1.2 Adding Data on Review Team Members 13.1.3 Saving a Review Team 13.2 Defining a Review Process 13.2.1 Defining a Serial Review Process 13.2.2 Defining a Review Block 13.2.3 Defining a Review Level 13.2.4 Saving a Review Process 13.3 Conducting a Review 13.3.1 Submitting an Object for Review 13.3.2 Checking the Status of a Review 13.3.3 Voting on a Review Object 13.3.4 Modifying a Review Process A OpenDATA Manager Data Models A.1 Selecting Models A.2 Office Data Model A.2.1 Hierarchical Office Data Model Objects A.2.2 Nonhierarchical Office Data Model Objects A.2.3 Relationships Between Office Data Objects A.3 EDCS II Data Model A.3.1 Hierarchical EDCS II Data Model Objects A.3.2 Nonhierarchical EDCS II Data Model Objects A.3.3 Relationships Between EDCS II Objects A.4 Offistep (STEP AP203) Data Model A.4.1 Hierarchical Offistep Data Model Objects A.4.2 Nonhierarchical Offistep Data Model Objects A.4.3 Relationships Between Offistep Data Model Objects A.5 Switching Data Models B Archiving and Restoring Objects B.1 Overview B.2 Specifying the Archive B.3 Archiving a Single Object B.4 Archiving a Collection of Objects B.5 Restoring an Archive C Problems and Assistance C.1 Error Log File for the Client System C.2 Reporting Problems Glossary