Have an administrator
set up a change-managed folder in the Folders tree, such as the
Data
Collection 2 (CM) folder shown in the following display.
Data Collection 2 (CM) Folder Is under Change Management
Under change management,
most users are restricted from adding or updating the metadata in
a change-managed folder in the Folders tree. Authorized users, however,
can add new metadata objects and check them in to the change-managed
folder. They can also check out metadata objects from the change-managed
folder in order to update them. The objects are locked so that no
one else can update them as long as the objects are checked out. When
the users are ready, they check in the objects to the change-managed
folder, and the lock is released.
If you are authorized
to work in a change-managed folder, a Checkouts tree is added to your
desktop in SAS Data Integration Studio. The Checkouts tree displays
metadata in your project repository, which is an individual work area
or playpen.
To update a metadata
object in the change-managed folder, check out the object. The object
is locked in the change-managed folder, and a copy is placed in the
Checkouts tree. Metadata that has been checked out for update has
a check mark beside it, such as the first two objects in the following
display.
You can modify the
copy in the Checkouts tree. When ready, check in the updated object
to the change-managed folder. Any lock on that object is released
and any updates are applied.
To add a new metadata
object to the change-managed folder, add the object as usual. The
metadata is added to the Checkouts tree. New metadata objects that
have never been checked in do not have a check mark beside them, such
as the last two objects in the preceding display. When ready, check
in the new object to the change-managed folder.
Note: Users who are working under
change management should not use
My Folder in
the Folders tree. They should use the Checkouts tree and the change-managed
folder instead.
For, example, when you
add a new metadata object, verify that the folder path in the
Location field
for the object goes to the appropriate, change-managed folder. For
information about setting up change management, administrators should
see the “Administering SAS Data Integration Studio”
chapter of the
SAS Intelligence Platform Desktop Application
Administration Guide.
Working with change
management involves the following tasks: