Checkout system

Devolutions' checkout system is used to lock an entry while it is being used or modified. It prevents users from using or editing the same entry simultaneously. A checkout mode can be set at the vault, folder or entry level.

Here are the entry types that can benefit from the checkout system:

  • Sessions

  • Documents

  • Credentials

  • Information

Administrators can also force users to check in their entries at any time by right-clicking on a checked out entry, and clicking on Check in. What's more, they can automate check-ins after a determined amount of minutes in AdministrationSystem settingsVault.

Automatic check ins
Automatic check ins

The checkout feature is only available when using SQL Server or Devolutions Server data sources.

Checkout mode

To access the checkout settings, go into the Properties of an entry, folder or of the root folder. Navigate to the Security settings section. There, administrators can decide how checkouts are to function, or enable/disable the checkout system altogether.

Checkout mode
Checkout mode
OPTION DESCRIPTION
Root Inherits the checkout mode setting from the root folder.
Not available Disables the checkout system.
Automatic Checks out an entry automatically when the entry is opened and automatically checks the entry in when the entry is closed. Users can edit properties without checking out the entry.
Manual Users need to check out the entry manually prior to opening or editing the entry. No action can be performed without checking out the entry.
Inherited Inherits the check out mode from the parent folder.
Optional Offers the option to check out an entry manually or use (open and edit) the entry without checking it out.
Automatic (when supported) If online, automatically checks out an entry when it is opened, and automatically checks it in upon closing. Skips the checkout process if offline.

Checkout prompt

Checkout prompt sets if a user must enter a comment when they check out the entry. Administrators can monitor the comments through the logs available on the entry or the Activity Logs. !!clip3522

OPTION DESCRIPTION
Root Uses the checkout prompt setting from the root folder.
Yes Prompts the user for comment when they check out an entry.
No Removes the prompt for comment.
Inherited Inherits the setting from a parent folder.
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