Knowledgebase
File Management and Synchronization System in Projetex
Posted by on 27 June 2012 12:21 PM

Projetex has its own file sharing and synchronization system, which does not require any additional folder sharing settings on the server PC. It has two sets of files: on local machines (Business folders) and on the server computer (BusinessServer folder). Thus you can easily share all your files between project managers and translators. Projetex users will be able to view only those files which are related to clients and projects assigned to this user. All such files stored in the BusinessServer folder and can be downloaded, updated or uploaded to appropriate folders on a local Business folder through Projetex Workstation. When you create a new file using Projetex (for example, Invoice, PO, etc.), this file is created in the local Business folder and also it is uploaded to the BusinessServer folder automatically.

 

When a user opens some file in the Files tab, he or she in fact opens a downloaded copy of a file stored locally in the Business folder. To update this file on the server, the user will need to upload it to the Projetex Server PC by right-clicking the file and then clicking Upload in the drop-down context menu.

 

Each file or folder can have one of the following statuses:

 

Team - the files stored in Business folder on server and in local storage are identical.

 

Changed on Workstation - local copy of file has been modified, the file on server has not been updated.

 

Changed on Server - file on server has been modified, local copy has not been updated.

 

Missing - file exists on server, but has not been downloaded to local PC yet (or have been deleted locally).

 

Local - file exists locally, but has not been uploaded to server yet (or have been deleted on server).

 

If you would like to prevent simultaneous uploading of the same file by several users, you can lock it by clicking the ‘Lock’ button and no one will be able to upload this file until it is unlocked. If you are working with many different files, there is a possibility to check all modified locked files on your workstation and if such files have been found, Projetex allows you to upload them to the server automatically. To check for modified files and automatically upload them on the server, please click ‘Team’ > ‘Upload Changes’.

Notice: Projetex will search for modified files only among locked ones.

 

The location of the BusinessServer folder can be changed in the Projetex 3D Server Administrator > Corporate Settings > Folders > General tab. Also it is possible to change the location of the local Business folder, by clicking User Settings > Local File Store in the Projetex 3D Workstation application.

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