The WorldServer Explorer allows you to manipulate and work with assets and folders outside of projecs and workflows. Typically, however, translating and reviewing are done as tasks in a workflow. Therefore, the User Types for Translator and Reviewer do not have the Explorer permission enabled by default.
| Explorer Tab Permission | Description | Recommend for... |
|---|---|---|
| Assets Menu | Gives access to . | CM, PM default |
| "New" option | With this permission, users can create a new folder or asset from the WorldServer Explorer. For example, the user can create a new target folder or asset for a file system mount. Typically, this permission is given to project managers and administrators only. | CM, PM default |
| "View" option | This permission enables the asset viewer: . This permission is typically enabled for everyone. | CM, PM default |
| "Delete" option | With this permission, users can delete a folder or asset from the WorldServer Explorer. Typically, this permission is given to project managers and administrators only. | CM, PM default |
| "Download" option | With this permission, users can download to their computer a folder or asset from the WorldServer Explorer. | CM, PM default |
| "Upload" option | With this permission, users can upload a folder or asset from their computer to WorldServer using the WorldServer Explorer. | CM, PM default |
| "Lock" option | This permission allows users to lock assets of folders. Typically, this permission is given to project managers and administrators only. An asset is locked automatically when a user saves changes in the Browser Workbench or Freeform Editor or when you export the asset. | CM, PM default |
| "Unlock" option | This permission allows users to unlock assets or folders. Typically, this permission is given to project managers and administrators only. Users can unlock folders or assets only if they locked them, unless they have administrative privileges. Assets are automatically unlocked when assets or tasks are imported. | CM, PM default |
| "Properties" option | This permission is most appropriate for administrators and project managers, for the purpose of setting properties (locales, translation memory, encoding, ACLs, and so on) for assets. | CM |
| Versioning Menu | Gives access to . This menu appears only if you have a version control connector configured (for example, ClearCase). | |
| "Check In" option | This permission is most appropriate for authors, project managers, and administrators. Translators and reviewers typically do not check out and check in files. Instead, version control is handled by automatic actions in the workflow. | |
| "Check Out" option | This permission is most appropriate for authors, project managers, and administrators. Translators and reviewers typically do not check out and check in files. Instead, version control is handled by automatic actions in the workflow. | |
| "Undo Check Out" option | This permission is most appropriate for authors, project managers, and administrators. Because version control is handled by automatic actions in the workflow, project managers are the most likely to undo a checkout in a translation project. | |
| "History" option | This permission is most appropriate for authors, administrators, and project managers, for the purpose of monitoring assets. With it, you can view an audit trail of asset modifications. | |
| "Compare Versions" option | This permission is most appropriate for authors, administrators, and project managers, for the purpose of monitoring assets and resolving version issues. | |
| "Apply Label" option | This permission is most appropriate for administrators and project managers, for the purpose of organizing specific versions of assets. | |
| "Find Checkouts" option | This permission is most appropriate for administrators and project managers, for the purpose of monitoring assets. | |
| "View Properties" option | This permission is most appropriate for administrators and project managers, for the purpose of monitoring assets. | |
| "Update" option | This permission is most appropriate for administrators and project managers, for the purpose of managing assets. | |
| "View All Branches" option | This permission is most appropriate for administrators and project managers, for the purpose of monitoring assets. | |
| "Merge / Rebase" option | This permission is most appropriate for administrators and project managers, for the purpose of organizing assets. | |
| "New Branch" option | This permission is most appropriate for administrators and project managers, for the purpose of organizing assets. | |
| Edit Menu | Gives access to , from which you open assets in the workbenches and can perform copy and search operations on the assets selected. | CM, PM default |
| "Copy" option | With this permission, you can copy folders or assets from one location in the WorldServer Explorer to another. This can be useful when you want to copy the directory structure of the top-level source folders to establish target folders. | CM, PM default |
| "In Browser Workbench" option | The In Browser Workbench button opens the selected asset in the WorldServer Browser Workbench. This permission is typically enabled for project managers and administrators—and translators and reviewers if you want them to translate using the browser workbench. | CM, PM default |
| "In SDL Trados Studio" option | The In SDL Trados Studio option allows users to open assets in SDL Trados Studio from WorldServer Explorer. | |
| "In Desktop Workbench" option | The In Desktop Workbench button launches the WorldServer Desktop Workbench, exporting the selected asset in a translation kit. This permission is typically enabled for project managers and administrators—and translators and reviewers if you want them to translate using the desktop workbench. | CM, PM default |
| "In External Editor" option | The In External Editor button opens the selected asset in the editor configured in . This permission is typically enabled for content creators. | CM, PM |
| "Find" option | With this permission, if your assets are stored in a repository whose connector supports the search function, you can search assets for a particular word or phrase. | CM, PM |
| Tools Menu | Gives access to . Asset tools in the Explorer allow users to manage asset properties or search assets for text strings. You can also import and export assets and indexes though the Tools menu. | CM, PM default |
| "Submit" option | Gives access to
.
This option is meant for submitting source assets in WorldServer, not translations. When you submit source, WorldServer creates a project that submits assets you have locked—or all assets—in the selected path. Then whomever is passed the assets for approval in the workflow receives them unlocked. The permission is intended primarily for Authors. |
|
| "Export Translation Kit" option | The
option is for exporting assets to work on offline. Translators, however, typically use the export option from the
Assignments tab.
To export source assets, they must have linkage established. |
CM, PM default |
| "Import Translation Kit" option | After you translate assets offline, you can use the option to import the assets into WorldServer. Translators, however, usually use the import option from the Assignments tab. | CM, PM default |
| "Property Search" option | Property search allows you to search for AIS nodes that have a custom property set to a particular value. It searches custom properties only. This feature can be useful for authors. | CM |
| "Clear Segment Cache" option | With this permission, you can perform ad hoc clearing of the segment cache for selected assets. | CM, PM |
| "Linkage Editor" option | This option allows you to create links between your source and target content. It is typically used by administrators and perhaps project managers. | CM |
| Project Menu | Gives access to . The Project menu in the WorldServer Explorer provides tools related to projects rather than to individual assets. Project tools allow you to scope an asset, create a new project, or add to a project. These features are most useful for project managers. | CM, PM default |
| "Scope" option | With this permission, project managers can scope assets to determine how many words are in a particular folder or asset. However the user will not see how much translation will cost, based on a selected cost model, unless they also have the Can view costing information permission. | CM, PM default |
| Can view costing information | Without this permission, the user will not see monetary information in scoping reports. | CM, PM default |
| "Create Project" option | With this permission, project managers can create projects using . Without the Can create projects for all workgroups permission, you can create projects only for workgroups to which you belong. | CM, PM default |
| Can create projects for all workgroups | With this permission, project managers can create projects for any workgroup. | CM, PM default |
| "Add to Project" option | With this permission—intended primarily for project managers—you can add new tasks to existing projects with the same target locale. If there is an update to a file that is already in a translation project, you can add the updated file to the existing project. If the translator begins to work on the outdated task, a warning appears saying that the source asset has been updated. The translator can delete the outdated task, and instead work on the new task.
Note that the "update" button in the Assignments tab provides similar functionality. |
CM, PM |