EDGE Tutorial and Sample Project Overview

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1 EDGE Tutorial and Sample Project Overview RIT-KGCOE Multidisciplinary Senior Design

2 Outline: In this session, you will See a brief EDGE overview See some sample projects, good and bad Visit your team s EDGE website Make wiki-based edits to your team s website Subversion overview Create your own local working copy of your team s EDGE repository Make svn-based changes to your team s EDGE repository

3 Assumptions You have already installed Tortoise SVN (PC), SCPlugin (Mac), or some other Subversion client on your computer. KGCOE PC labs should all have Tortoise installed and the contextual menus will show up You have editor-level access to your team s EDGE site. You have easy access to an electronic file to post to EDGE.

4 Where to download This should be done before starting this tutorial! Each site includes download/install instructions. TortoiseSVN (PC): SCPlugin (Mac):

5 Outline: In this session, you will See a brief EDGE overview See some sample projects, good and bad Visit your team s EDGE website Make wiki-based edits to your team s website Subversion overview Create your own local working copy of your team s EDGE repository Make svn-based changes to your team s EDGE repository

6 About EDGE Open-source, developed by students, staff, and faculty at RIT. A means of facilitating document sharing and version control (MSD and other) A means of controlling the visibility of documents (public vs. private) Where we archive MSD projects so that future MSD teams, UG/G researchers, and classes can access them

7 EDGE Google Docs More About EDGE Google Docs: great for live multi-person editing Google Docs: great for within-document revision control EDGE Dropbox When your 2 semesters of MSD are over, we need to maintain your design history file. All work submitted for MSD must reside on EDGE! (Excerpt from Process grade, worth 20% of total)

8 Outline: In this session, you will See a brief EDGE overview See some sample projects, good and bad Visit your team s EDGE website Make wiki-based edits to your team s website Subversion overview Create your own local working copy of your team s EDGE repository Make svn-based changes to your team s EDGE repository

9 Sample project: P12361 Explore their web interface Front page Not too busy Links to pages with subsets of team information (Planning & Execution, Detailed Design, etc.) Other pages: LOTS of information Use TOC to help visitors navigate Contain links to additional information

10 Sample project: P12361 Explore their public directory listing Main folder: Too many files Detail Design vs Detailed Design? constraints.doc vs constraintspdf.doc vs conpdf.doc? Subfolders: Some used effectively One only has one file in it

11 Instructions Explore the following teams sites (or another if your guide suggests it): Use the questions on the next slide as a guide For a well-documented project, you will be able to answer these questions fairly easily. As you read through these sites, remember that there is no single best way to present every project!

12 Instructions (cont.) Who was the customer? Who was the sponsor? What problem was the team solving? Were they successful? If I were on a follow-on team, what would our main goals be? Where are their final CAD package, Bill of Materials, and performance vs. specifications? Was the team s EDGE site intuitive to navigate? Was the directory structure easy to navigate? What elements of the site will you incorporate (or not) into your own?

13 Outline: In this session, you will See a brief EDGE overview See some sample projects, good and bad Visit your team s EDGE website Make wiki-based edits to your team s website Subversion overview Create your own local working copy of your team s EDGE repository Make svn-based changes to your team s EDGE repository

14 Your EDGE navigation bar Edit User Info to control your own settings: View/edit info about you Projects in your nav bar

15 Edit User Info Make yourself an Observer (if you aren t already one) About you Projects in your nav bar Projects not in your nav bar

16 Outline: In this session, you will See a brief EDGE overview See some sample projects, good and bad Visit your team s EDGE website Make wiki-based edits to your team s website Subversion overview Create your own local working copy of your team s EDGE repository Make svn-based changes to your team s EDGE repository

17 Wiki-based editing See some basic wiki editing techniques See where to go for help with wiki editing Practice wiki editing

18 Click here to edit node

19 Wiki editing window Wiki cheat sheets (see next slide for examples) Preview Area

20 Wiki Markup Examples LOTS of examples here use the Table of Contents to jump right to the kind of help you need

21 You can (and should) copy and paste the syntax directly into your own edit window and customize as needed!

22 Warning! Two people editing the same wiki node at the same time can create conflicts. Be sure only one team member is editing at a time. Enter a useful Change Summary before saving your edits. Try to avoid uploading files to EDGE using the web interface. We will get to this later in the tutorial. If you do upload a file now, be sure to upload it to a node that includes the proper file extension (.docx,.xlsx,.pdf, etc ) Communicate within your team!

23 Instructions Each team member should choose one portion of the website to edit for this exercise. Communication is critical to avoid conflict! Suggested edits: Homepage Project Summary, Project Information, Team Members Planning & Execution add Customer Needs and Specifications, link to separate page for customer interview questions and notes Customer Interviews post questions Systems Design benchmarking Team Norms & Values expectations for team behavior

24 Outline: In this session, you will See a brief EDGE overview See some sample projects, good and bad Visit your team s EDGE website Make wiki-based edits to your team s website Subversion overview Create your own local working copy of your team s EDGE repository Make svn-based changes to your team s EDGE repository

25 Tortoise (SCPlugin) & Subversion Basics Once: Install Tortoise (or SCPlugin, or similar). Checkout a working copy of your project (P13xxx) to your local working folder (once). Update your working copy before starting to do work (every time). Do your work locally (every time). Commit local changes back up to the server (every time).

26 EDGE & P13000 repository EDGE=server that stores all MSD information. Team P1300 has a project on the EDGE server. Marge and Homer are two of P13000 s team members. Marge, on Team P13000 Homer, on Team P13000

27 EDGE & P13000 repository Team members checkout the project repository and now each has their own local working copy of the team s work. This happens once. Checkout Checkout Marge, on Team P13000 Homer, on Team P13000

28 EDGE & P13000 repository Marge sits down to work: update, do local work, and commit changes to the server. Server now has most up-to-date version of team s work. Homer doesn t know yet because he s watching reruns of the 2010 Frozen Four on youtube. 1. Update 2. Do local work, save 3. Commit Hmmm gu ess I ll get started on MSD Marge, on Team P13000 Homer, on Team P13000

29 EDGE & P13000 repository 1. Update 2. Do local work, including modifications to Marge s work, save Homer sits down to work, and updates his local working copy. He now has the most recent version of Marge s work, and can add to or modify what s there. When done, he saves and commits HIS changes. The server contains the most recent version of the team s work once again. 3. Commit Marge, on Team P13000 Looks like Marge has been busy! Homer, on Team P13000

30 EDGE & P13000 repository Guide, customer, or sponsor can monitor progress and provide feedback. Team P1300 is on the right track. I can tell by their clear and thorough documentation! Update Marge, on Team P13000 Dr. DeBartolo, Team P13000 Guide Homer, on Team P13000

31 EDGE & P13000 repository If you don t keep EDGE up to date, these people will think you ve done nothing! Does team P13000 know that classes started 6 weeks ago? Update Marge, on Team P13000 Dr. DeBartolo, Team P13000 Guide Homer, on Team P13000

32 Outline: In this session, you will See a brief EDGE overview See some sample projects, good and bad Visit your team s EDGE website Make wiki-based edits to your team s website Subversion overview Create your own local working copy of your team s EDGE repository Make svn-based changes to your team s EDGE repository

33 Checkout Procedure Figure out where you want your local copy Suggestion: one local copy per owned device (e.g., you may have one on your flash drive to use in PC lab, one on a home computer, and one on a laptop) Avoid checkouts to PC lab machines hard drives fill quickly! Find your project s dav address Checkout (recursive, head revision) recursive = check out complete repository tree head revision = from the most recent commit Screenshots follow

34 Checkout a working copy from EDGE PC: TortoiseSVN Mac: SCPlugin right-click ctrl-click or toolbar menu

35 PC Mac Your project # goes here The Repository URL is the DAV address which you can find here

36 After Checkout

37 Instructions Checkout your team s repository to your local device. When you have successfully checked out, you can move on to the next step.

38 Problems? I checked out my repository, but there s nothing there. Check to make sure you checked out all subfolders, and that your checkout is recursive. I hit OK after I entered the checkout information, and the system just hangs, with no error. Sometimes the window to prompt you for your login/password shows up behind the other windows look around.

39 Problems? I use SCPlugin on a Mac, and I get a certificate error. This is a bug that seems to be affecting everyone with a newer OS Open your Terminal application (command-line interface) Perform any SVN operation here and choose to (P)ermanently accept the certificate. At the prompt, type an svn command, like checkout, update, or commit (see next slide for example): svn checkout [DAV address] [path for working copy] If this doesn t work (newer OS), try: /usr/local/bin/svn checkout [DAV address] [path for working copy]

40

41 Outline: In this session, you will See a brief EDGE overview See some sample projects, good and bad Visit your team s EDGE website Make wiki-based edits to your team s website Subversion overview Create your own local working copy of your team s EDGE repository Make svn-based changes to your team s EDGE repository

42 Warnings! Update immediately before starting work Commit immediately after finishing work (or mid-way through) Conflicts happen, but rarely Tortoise or SCPlugin will notify you. Communication is key! Retain appropriate file extensions in order to avoid mime type problems

43 PC First, Update. Mac Update just before you start work to make sure you have the most up-todate version of your team s information!

44 Edit files: Next, do work. Make whatever changes you need to the contents or properties of existing files Create new files: ADD the new file(s) using the Tortoise or SCPlugin contextual menus Until you ADD them, they will not show up on the COMMIT menu Remove files: DELETE the file(s) using the Tortoise or SCPlugin contextual menus Don t just drag them to the trash! When you re done, COMMIT all changes

45 PC Finally, Commit. Mac Use meaningful descriptions Can t select files to COMMIT unless you ve already done an ADD

46 Change Log: Meaningful Commit Notes

47 More warnings! Be careful of similar file names! The following are all different in EDGE: Detailed Design Detailed design Detailed_Design DetailedDesign Avoid the following symbols in \[]{}`?<>: Spaces (if you plan to use a command-line interface) Stick with capital & lowercase letters, numbers, and or _, and you ll be OK.

48 A side note about mime types Mime type text/wiki application/octet-stream application/mspowerpoint application/msword application/ms-excel text/plain application/pdf For File Types Wiki node Most binary files Microsoft Powerpoint Microsoft Word Microsoft Excel Plain text, ASCII Adobe PDF If you do a major edit to a wiki node using a text editor offline, you will probably have to set the mime type back to text/wiki.

49 Change mime type Must be on a PC to do this through GUI Right-click >> TortoiseSVN >> Properties Edit or Add a mime type On a Mac, launch Terminal and run this command: svn propset svn:mime-type [mime type here] [file name here]

50 Change mime type (PC) Beware multiple Properties options! It s easiest to use the one you find under TortoiseSVN. If there is a mime type set, you can edit it. Otherwise, you need to add a new property: select Mime Type

51 Instructions (1/3) Assumption: You each have a document containing one of the following: List of questions for customers Interview notes Team Norms and Values Individual schedules and/or contact information Move your file to the public directory (or wherever you want it to reside) Add the file to revision control Commit changes back to the server

52 Instructions (2/3) Assumption: You have each successfully put your file up on the server. Add a link to this file on your team s EDGE site Use the tips at %20Examples#Links Remember that you ve already uploaded the file, so its name is already determined, and includes.pdf (or.docx, or similar). Make the link on your page appear to be regular text, such as, Click here for my elevator speech project description

53 Instructions (3/3) Back in your local working copy, UPDATE your repository Your team members additions/modifications should appear. Your own web-based modifications should appear.

54 That s it! You ve all edited a wiki, used a subversion client, and shared documents within your team. Remember the wiki tips Refer to this tutorial on mycourses for help If you have problems or questions, post them to the EDGE-SVN discussion board on mycourses!

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