Set Preferences
Learning Objectives
In this Job Aid, you will learn how to set:
1 General Preferences
aChange your start location
b Find your Checkout directory location
c Enable Autocomplete for form fields
d Change geographic location e Enable hidden objects and inbox
notifications for transformations
f Enable drag-and-drop for PC
Last updated: May 8, 2012
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2 Content pane column preferences
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3 Virtual Documents preferences
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4 Repositories preferences
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5 Search preferences
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6 Formats preferences
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Set Preferences Job Aid
Overview
You can customize how Documentum displays content in the repository and
how actions are performed. Preferences are stored within Documentum so
the settings apply regardless of the computer you are using.
2 Set Preferences Job Aid
1 Set General Preferences
At the General tab, you may determine where you will start in
Documentum. In addition, you can enable autocomplete for forms,
hidden objects, accessibility options, and Inbox notifications for
transformations.
Change Your Start Location
1 Click the TOOLS menu, and then select Preferences.
2 The Preferences screen appears, defaulting to the General tab. To change
the location where you will start after logging in to Documentum, click the
Section to start in drop-down menu and select an appropriate option.
Quick Tip
Click the Restore
Defaults link to restore
all preferences to
system defaults.
3 Set Preferences Job Aid
Checkout Directory Location
The Checkout directory is the location on your computer where Documentum
places checked-out files. It is not recommended that you change your checkout
directory location.
Quick Tip
Do not manually move
the checkout folder
on your computer.
Documentum will not
recognize the new
location and will create
another checkout folder
in the default location.
Enable Autocomplete for Form Fields
Autocomplete displays suggestions for completing a word or phrase when you
begin typing text in a field. It bases suggestions on a record of your previously
entered words and phrases. By default, Autocomplete is turned on.
1 To disable Autocomplete, deselect the Enable autocomplete on form
fields option.
Quick Tip
To clear the cache
of previously entered
words and phrases,
click the Reset link.
Note
There are no settings
that need to be
configured for Saved
Credentials or Theme.
4 Set Preferences Job Aid
Geographic Location
Do not change your geographic location on the Preferences screen.
Enable Hidden Objects and Inbox Notifications for
Transformations
Set additional preferences in the General preferences tab for hidden objects
and Inbox notifications for transformations.
1 Select the Show hidden objects option to display hidden files. Always keep
Show Hidden objects checked. If you have a concern about hiding files,
contact the CMS Support Helpdesk.
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2 T o send Inbox notifications for each transformation, select the
Turn Inbox notification options on option. Click the
button
to save your changes.
6 Set Preferences Job Aid
Enable Drag-and-Drop for PC
To use drag-and-drop, you must first enable the option that allows you to drag
and drop items from the repository to your desktop using your mouse. The
drag-and drop option is available for PCs only.
1 If you are prompted to install ActiveX, click the bar at the top of
the browser.
2 Select Install ActiveX Control.
3 The Do you want to install this software warning message appears.
Click the
button.
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4 Log out of Documentum.
5 Close Internet Explorer.
NOTE You must close your browser after installing the Drag-and-Drop
plug-in for the first time.
2 Set Content Pane Column Preferences
1 In the Content pane column header, click the Column Preferences
icon to add, remove and/or sort the columns in the Content pane that
you are currently viewing.
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2 The Preference Display Settings: Classic Columns screen appears.
Select an object type (Default Items, Document, or Folder) from the
Select object type drop-down list.
Note
The settings only apply
to the node and Content
pane displayed when
you clicked the Column
Preferences icon
.
This example displays
the Cabinets node with
the List View in the
Content pane.
3 T o add a column to the Content pane, select a column type/attribute from
the Select attributes to display list.
4 Click the right arrow
icon to add columns to the Selected attributes to
display as column list. Repeat to add other attributes/columns.
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9 Set Preferences Job Aid
5 C
onversely, to remove columns, select an attribute from the Select
attributes to display as column list.
6 Click the left arrow
icon. Repeat to remove other attributes/columns.
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7 T o sort the order in which columns appear in the content pane, select an
attribute in the Selected attributes to display as column word list.
8 Click the up arrow
icon or down arrow
icon.
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9 W
hen you are done adding and removing attributes/columns,
click the
button at the bottom of the Preferences screen.
10 The Content pane displays the newly set column preferences.
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Customize Content Pane Columns for
Any Locations
You can add, remove, and/or sort the columns for other Documentum
locations, and Content panes.
1 Click the TOOLS menu, and then select Preferences.
2 The Preferences screen appears. Select the
tab. The Columns
tab displays a View drop-down list with Content pane options and a
list of corresponding Documentum locations and columns: Cabinets,
Categories, My Home Cabinet, InBox, My Files, Subscriptions, Virtual
Documents, Search Results and Sub-clips.
3 At the View menu, select List View or Lightbox View.
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4 Scroll to the appropriate column type and click the Edit link.
Set Content Pane Column Preferences
5 T o add a column to the Content pane, select a column from the Select
attributes to display list. Click the right arrow
icon to add columns
to the Selected attributes to display as column list. Repeat to add other
attributes/columns.
6 C
onversely, to remove columns, select an attribute from the Select attributes
to display as column list. Click the left arrow
icon. Repeat to remove
other attributes/columns.
7 T o sort the order in which columns appear in the Content pane list,
select an attribute in the Select attributes to display as column.
Click the up arrow
icon or the down arrow
icon.
13 Set Preferences Job Aid
8 W
hen you are done adding and removing attributes/columns,
click the
button at the bottom of the Preferences screen.
9 The Content pane displays the newly set column preferences.
3 Set Virtual Documents Preferences
1 To set your virtual document preferences, click the
tab.
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2 O
pening options: Allows you to select what happens when you open a
virtual document by clicking its name. This does not apply if the virtual
document is already open in Virtual Document Manager (VDM).
Choose from the following available Opening options:
•V
iew structure: When you click the virtual document’s name,
the first level of nested files appears.
• View content: When you click the virtual document’s name,
a read-only copy of the content appears.
•P
rompt each time: When you click the virtual document’s name, you are
prompted to select a display of the virtual document’s structure, or its
read-only content. If there is no content in a virtual document, then VDM
automatically displays the virtual document’s structure, regardless of how
you set this preference.
3 Bindings: Allows you to select whether VDM shows broken bindings.
A binding is broken if VDM cannot find the version of a component
specified by the component’s binding rule.
4 C
opy: Determines what happens when you copy a virtual document
to your clipboard. You can select one of these:
• Root only: Copies the content and properties of the parent file only.
• Root and descendants: Copies the parent file and all the descendants
nested in the parent file, including descendants of descendants,
and so on.
•R
oot and link to existing descendants: Copies the parent file and
references the descendants.
• Prompt me each time: Prompts you to select what to copy.
5 C
heckout: Select what happens when you attempt to check out an item
that is locked by another user:
• Download as read-only: Downloads a copy of the item as read-only.
•P
rompt me each time: Prompts you to select whether to download
as read-only.
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6 To save your changes, click the
button.
4 Repositories Preferences
By default, the proper repository choice will appear on your Documentum
login screen. You do not need to change any settings on the
tab.
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5 Set Search Preferences
When you type a search term (a word or phrase) in the Simple Search
text box, Documentum searches the files in your default search location.
The search location can be specified in the Search tab. If other repositories
are available to choose from, you can select what will be included as the
preferred default repository in the Search tab.
6 Formats Preferences
The Formats tab is where you determine which application to use when
opening or editing a file. For example, you probably prefer Photoshop
EPS files to be opened in Photoshop and Illustrator EPS files in Illustrator.
Click the Add link to set these preferences by format.
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