Content Cart

Modified by Susan Riege on Jul 2, 2018


The Content Cart dialog

Summary

The Content Cart dialog allows you to copy contents from a source server to an managed content server. This is control-central for defining what is to be acquired from the source server and transferred into the nominated target server – a trusty removal van that 'carts' your nominated data between established server residences.

See Using the Content Cart for more information.

Access

The dialog is accessed by right-clicking on an Item in the Explorer panel from the source server then selecting Add to Content Cart from the right-click menu.

Options/Controls

Content Cart

  • Use the Content Cart to copy content from Altium Content Vault into Select target server - this is a description of what the Content Cart will accomplish. Click the Select target server link to select the desired server.
  • This Content Cart is called - the top-level folder for this acquired content uses the name of the cart itself. The default name is in the format Content Cart - <Current Date> - <Current Time> and is determined at the moment the cart is accessed.
  • Change - click to open the Content Cart Name selection dialog to change the name of the Content Cart, if desired.
  • Add More Items - click to open a sub-menu to choose how to add the new item:
    • Select - click to open the Choose Item dialog from where you can choose one or more additional Items.
    • Add manually - click to open the Add new items dialog in which you can search for the desired item(s).

Grid

This region lists all Items that you have chosen to acquire from the source server.

  • Source - lists the Revision ID of the selected items.
  • Target - after Prepare Cart has been invoked, this area lists the Revision ID, Folder, Status, and Action for each listed item.

Additional Controls

  • Edit - click to edit the properties of a selected item.
  • Remove - click to remove a selected item from the Content Cart.
  • Change Settings - click to open the Content Cart structure dialog from where you can change the folder, lifecycle, item naming, revision scheme, and index properties for the content types.
  • Prepare Cart - click to prepare the target server for acquisition – checking the status of the chosen Item Revisions involved (in case they have been acquired previously), the parent-child links, and proposing the action to be taken. The results of this preparation phase are presented in the main acquisition grid.
  • Deliver Cart - click to deliver the contents from the Content Cart to the target server. A dialog will appear asking for confirmation to transfer the items in the Content Cart from the source server to the target server. 
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