Checking out packages for editing (CM tool integration)

1. From Modeler, right-click the Package (or Model) you want to check out, point to Tools > Configuration Management, and then click Check Out.

2. If you know that your Modeler model is up-to-date and you want to save time, you can clear the Update Model From CM check box.

If you have any doubt about whether your model is up-to-date, do not clear the Update Model From CM check box. If your model is not up-to-date and you check out Packages without updating the model from CM, when you check in the model you will lose changes that other users have checked in to the CM tool.

3. If you want to set up your CM tool's advanced integration options, click Advanced, and then set the options as required.

• Your CM tool may not support this feature.

• For SYNERGY/CM users, select the required SYNERGY/CM Task.

4. If you want to also check out descendent Packages of the Package you right-clicked, select the Checkout Sub-packages check box. Note that this checks out only descendent Packages that are present in the Modeler Model.

5. If you want to get new descendent Packages that exist in the CM tool Model, but not the Modeler Model, select the Checkout New Packages check box.

7. If a message about users being able to change the Packages in Modeler is displayed, click OK.

• To check out a Package, you require write access to the CM tool Package, and Owner access permissions to the Modeler Package.

• If problems occur during a check out operation, the problems are reported through either the Modeler Output pane or message boxes.

• The time taken to perform a check out operation will be reduced if you have write access to the Model and each Package in that Model, and in each case the Model or Package is not protected.