Versioning and Access History
All document accesses and changes are tracked. Each change is assigned a different version number for auditing.
If you wish to restore an older version of a document, select Properties (from Tool-tip pull-down menu) and then select Edit Properties, and then select the History tab, near the bottom of the screen. This shows all the versions to date. Select Restore this version beside the document version that you wish to restore. Codebeamer leaves all more recent versions alone: it increments the most recent version (makes a new version) and restores the old version to this new version number. For example, if your most recent document version is 13, and you wish to restore version 11, Codebeamer makes a new version, version 14, and puts the version 11 into the new version 14.
You can track changes when a document is edited, reviewed or deleted.
Permissions
You can set who has Read (for open and download) as well as Edit (for write and upload) permissions on a document.
To set document permission:
1. From the tool-tip pull-down menu select Properties.
2. Click on the Permissions tab.
3. Edit your changes.
4. Click on Save.
Document Access Notification
Subscribe to e-mail notifications of document accesses or edits using the Notifications tab.
To set document access notifications:
1. Select Properties from the tool-tip pull-down menu.
2. Click on the Notifications tab.
3. Add or remove users to read or edit notification group. (The 'Notify on Read' is available only for files).
4. Click on Save.
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Please note that you will not get notifications on your own changes
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Project members receive automatic email notification when documents are created, read or edited.
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Document Access History, Trends and Statistics
For document access visualization, customizable Wiki plugins are provided. You can use combination of these plugins in different wiki pages to visualize document access history.
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See Data Set Plugin in Wiki Markup and Plugins. This plugin is deprecated.
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The Wiki plugin example
[{LineChart title='Document Accesses in the past 30 days'
[{DataSet data='documentAccessTrend' documentId='11102' type='readWrite' since='30' format='lineChart'}]}]
[{DataSet data='documentAccessTrend' documentId='11102' type='readWrite' since='30' format='lineChart'}]}]
Will result the chart:
Currently, there is insufficient data to render Document Accesses in the past 30 days chart. As your project evolves, that will automatically appear here.
Directory Access Notification
With Notifications you can subscribe to directories, which means you will be notified when there are accesses or changes to documents within the directory. You subscribe to receive e-mail notifications when a document in a directory has been opened (by reading or downloading) or edited (written or uploaded).
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Notifications on directories are not recursive to subdirectories.
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