Checking out a module for editing: long-term checkout/checkin

This task explains how to check out a module (long-term) for editing in your XML editor.

Before you begin

SDL Contenta Web clients only: The Contenta Editor Extensions and the Contenta S1000D Arbortext Editor plug-in must be installed on your client.

SDL Contenta Web clients only: In the top banner of your desktop, click Preferences to specify a path to your checkout directory.

SDL Contenta Web clients only: SDL Contenta Web clients that have Arbortext Editor installed on them support both long-term and short-term editing cycles. A long-term checkout is required when Arbortext Editor is not installed on your SDL Contenta Web client.

About this task

With a long-term check out, the module is exported to the checkout directory, where you can edit it in your XML editor in one or more edit sessions. After you have finished editing the module, you select the original object in SDL Contenta S1000D, and then check it back in.

If the module you check out contains references to other modules, the referenced objects are not checked out at the same time.

Procedure

  1. In SDL Contenta S1000D, navigate to the DM, PM, or SCPM that you want to edit.
  2. Click Tools, then click <XML-editor-name> Check Out.
  3. If your module contains graphics, you may be asked if you want to export them. Specify whether or not you want graphics exported with the object you checked out. See Exporting and displaying graphics when you check out a module.
    In most cases, your XML editor launches automatically and you can skip the next step.
  4. If your editor did launch automatically, navigate to your checkout directory and open the module in your editor.
  5. Edit the module in your XML editor then save it.
  6. Close the module in your XML editor.
  7. When you are ready to check in the module, in SDL Contenta S1000D, navigate to the DM, PM, or SCPM that you want to check in.
  8. Click Tools then click <XML-editor-name> Check In.
  9. SDL Contenta Explorer clients only: In the Select Document to Check In window, select the XML file that you want to check in then click Open.
  10. SDL Contenta Web clients only: When prompted, navigate to your checkout directory then click Check In.