Skip to main content

Search this Site

DartPulse Alerts

Chrome Printing Issues

 

DartPulse Outages

Overall System Status:

Upcoming Scheduled Outages

New to Dartmouth?

Resources for:

Information Security

Connect with ITS

facebook twitter Wordpress Blog

Adding Files and Folders to Documentum

You can create files directly on the Documentum server, or import them from your computer or a server.

Creating a New File on the Documentum Server

  1. Navigate to the cabinet and folder on the Documentum server where you want to create a new file. Make sure that that folder is the selected folder in the Navigation bar on the left side of the window.
  2. From the File menu, select File, New, then Document.
  3. In the Name field, enter the name of the file you are creating.
  4. In the Type field, select the correct type of file you are creating from the drop-down list.
  5. In the Format field, select the format for the file you are creating from the drop down list.
  6. If you want to enter additional information about this document so it is easier to search for, click Next. Otherwise, click Finish.
  7. The default application for the format selected will open. Create a file as you normally would within that application, selecting to Save whenever you normally would. The file will be saved on the Documentum server, with the file checked out to you. When you have finished creating the file and want to make it available for others to edit, make sure to check the file in. See the section on Editing a File on Documentum.

Top of page

Importing a File from Another Computer

Files that are imported need to conform to standards regarding file names. Limit your file names to the characters A-Z, a-z, 0-9, underscore ( _ ), and hyphen ( - ). This is because other forms of punctuation such as / \ : ! @ # $ % ^ < > , [ ] { } & * ( ) + = may have specific uses with various operating systems and could create confusion or errors. This practice is recommended for files and folders on any computer or server.

The file name needs to have file extensions that indicate the type of application that opens them (such as .doc for Word documents or .xls for Excel documents). If you have a lot of files that were originally created on an older Macintosh (prior to Mac OS X), and those files need to have the file extension added, or file names fixed to exclude slashes or other special characters, you may want to purchase a program that will help you change those file names. For more information, contact your department's IT support office.

  1. Navigate to the cabinet and folder on the Documentum server that you want to place the file into. Make sure the folder is selected on the left side of the Webtop window.
  2. From the File menu, select File, then Import.
  3. Click Add Files, then navigate to the location of the file to import to the Documentum server.
  4. Click that file, then click OK.
  5. If there are additional files you want imported, click Add Files again and navigate to where the next file you want imported resides. Click OK.
  6. Continue this process until all the files you want imported into the current folder have been selected, then click Finish. The file(s) will be imported to the Documentum server with the same permissions as the folder into which it was imported.

Top of page

Importing Folders from Another Computer

Instead of importing individuals files, you can also choose to import all of the files and sub-folders of a selected folder.

  1. Navigate to the cabinet and folder on the Documentum server you want to place the folder into. Make sure that that folder is selected on the left side of the Webtop window.
  2. From the File menu, select File, then Import.
  3. Click Add Folders, then navigate to the location of the file to import to the Documentum server.
  4. Click that folder, then click OK.
  5. If there are additional folders you want imported, click Add Folders again and navigate to where the next folder you want imported resides. Click OK.
  6. Click Finish
  7. Click Continue. All the files in the selected folder will be imported to the Documentum server with the same permissions as the folder into which it was imported.

Top of page

Last Updated: 8/23/10