Creating a SharePoint Document Workspace via Word 2007 (Part 7): Service Options Regarding Updates

The time has come to draw the curtain on my epic-length look at the integration points between SharePoint Document Workspaces and Word 2007.  Before the curtain comes down, however, let's take a look at the customization options available with regard to managing updates when you're interacting between Word and a Document Workspace.

When the Document Workspace version and your local version are in sync, opening the Word version will trigger a popup warning/reminder that the document is stored in a Document Workspace.  Additionally, this warning will helpfully offer you the ability to check the workspace periodically for updates of the document and the Document Management task pane ... while you work:

A copy of this document is stored in a Document Workspace warning popu 

As you can see in the image above, in addition to the three buttons (Don't Ask Again, Get Updates, and Don't Update), there's also an Options hyperlink.   (Note:  The same Options hyperlink is also present in the Document Management pane, next to the Get Updates button, and behaves just as does this one.)  Clicking that link to see what your available options are will spawn a Service Options popup, with a number of configurable settings related to both the Document Management pane and Shared Workspace updates:

Document Workspace Service Options for updates

The wealth of configurable options offered in the Service Options popup include two choices as to when you would prefer that the Document Management pane be automatically surfaced at startup (when the document is part of a workspace or SharePoint site, and/or when there is important status information regarding the document).  Both of these startup options are turned off by default.

The options involving Shared Workspace updates are even more plentiful, and include the ability to choose between Always, Sometimes, and Never as regards getting updates when opening a document.  By default, Sometimes is enabled, which means you're prompted when opening a document, and asked if you want to get updates.  These same three choices are available upon closing a document and, again, the Sometimes option is enabled by default.  In addition, you're able to specify how frequently you get updates of the document and the workspace (default duration is every 10 minutes), and whether or not to show document update Desktop Alerts (turned on by default).

If you chose the Don't Update option in the initial popup (as shown in the first image in this post), when you're working on your document in Word and you save changes, you'll receive a popup reminder notifying you that a copy is stored in a Document Workspace, and asking if you'd like to Update Workspace Copy (or not) to reflect your latest changes:

And with that, I've reached the end of my longer-than-anticipated journey of discovery regarding the care and feeding of a Document Workspace which has been created via Word 2007. 

Tune in next time when I expect to be dipping back into the SharePoint Blank Mailbag, which has been unfairly neglected while I've been on my walkabout with Document Workspaces.

Read the entire Creating a Document Workspace via Word 2007 series:


Posted Jun 24 2009, 03:30 PM by John Anderson

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About John Anderson

John Anderson joined Bamboo Solutions as Manager of Content & Syndication in May 2008 after a 12-year career at AOL.  New to SharePoint at the time of his hiring, John was tasked with creating a new blog for the just-launched Bamboo Nation community in which he would document his daily SharePoint learning process.  Thus was born the end user-centric SharePoint Blank, for which John authored 200 posts within a year, and which he continues to write today.  Today, John writes SharePoint Blank in addition to his responsibilities as Managing Editor at Bamboo and, while he learned much about SharePoint in his first two years, he gleefully celebrates the release of SharePoint 2010 and the reset button that the new platform represents for SharePoint Blank.

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