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 Administration – System settings – Vault.
The checkout feature is only available when using SQL Server or Devolutions Server data sources.
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.
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 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.
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. |