Using Other Interfaces › Windows Shell Extension › Use Windows Shell Extension

Use Windows Shell Extension

CA Harvest SCM Windows Shell Extension lets you check in and check out files from Windows Explorer.

Follow these steps:

1. Right-click any folder in your Windows Explorer, and select CA Harvest SCM from the shortcut menu.

   A shortcut menu appears and lists all of the CA Harvest SCM actions that you can perform.

   Note: Initially some of the menu options are disabled until you set the Set Default Context options.

2. Select Login.

   The CA Harvest SCM Windows Extension-Login dialog appears.

3. Enter your CA Harvest SCM credentials and the name of the computer where the CA Harvest SCM broker is running, and click OK.

   You are logged in to Windows Shell Extension and remain logged in until you execute the logout function. Closing the Windows Explorer does not log you out of Windows Shell Extension.

   The Message Log appears after you successfully log in. All Windows Shell Extension activity is recorded in the Message Log. The Message Log remains open during your Windows Shell Extension session and operates in the same way as the Log View.

   After you have successfully logged in and before you can perform any check-in or check-out functions, you need to set your default context.

4. Go to Windows Explorer and right-click the directory you want to use as your destination directory for checking out, and select CA Harvest SCM, Set Context.

   The Set Default Context appears.

5. Specify context settings in the dialog, and click OK.

   The context is set and remains the same until you modify it; you do not need to open the Set Default Context dialog again unless you want to change the settings.

6. You can check in and check out files in the following ways:
   • Right-click the files or directory in Windows Explorer that you want to check in or check out, and select CA Harvest SCM, check in or check out from the shortcut menu.
   • Use the Windows Explorer Search feature to locate files, right-click the files you want to check in or out from the results list, and select CA Harvest SCM, check in or check out from the shortcut menu.

   The check-in or check-out dialog appears and you can set options and execute the process.

7. To log out of Windows Shell Extension, right-click any file or directory in Windows Explorer, and select CA Harvest SCM, Logout from the shortcut menu.

   You are logged out of Windows Shell Extension.