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How do I keep my ATLAS.ti documents from being deleted on the CISER servers?

PROBLEM:  By default, ATLAS.ti puts your library on the CISER servers' C drives, and all user data placed on those C drives are deleted each month when the servers go down for maintenance.  Thus, your ATLAS.ti data files on the C drive will be erasedDowntimes are usually in the morning of the second Thursday of each month.

DETAILS:  As of September 2012, CISER's servers have ATLAS.ti version 7.    With version 7, whenever you add documents or convert earlier version HU's to version 7, copies of your primary documents are stored in a library, which is a special file repository pointing to:

C:\Users\<your username>\AppData\Roaming\Scientific Software\ATLASti\Repository\Managed Files\

Once the documents are added to the library, ATLAS.ti will not need your original source documents anymore.   It will use the ones in the library (see Project Management Made Easy, p.27-40 in ATLAS.ti 7 What's New).

SOLUTION:  Your ATLAS.ti personal and/or Team project libraries must be redirected to your user work space on the U: drive (or S: drive for those with shared folders or CRADC users).  If you don't set this up, you WILL DEFINITELY lose your documents!

STEP-BY-STEP INSTRUCTIONS:

  1. Copy Bundle (click on Project -> Copy Bundle -> Create Bundle) your HUs on or BEFORE the next downtime.  Copy Bundle will store in one file your HU and all the primary documents associated with it.  Create a bundle for each HU you are working on.  The extension name of a version 7 Copy Bundle file is .atlcb.   Note: Your copy bundle is just a back-up in case you encounter problems with the next step below.
  2. Redirect the library (my library and/or team library, whichever you are using) to your user work space: 
    1. Create a folder on your U drive which you will designate as the ATLAS.ti personal or team library. For example, let's say you create a folder called APL (for ATLAS.ti Personal Library).
    2. Open your HU.
    3. Go to Document -> Data Source Management -> Open Library Manager -> Extras -> Move Library to new Location.
    4. In the Move Library to new Location dialog box, point your My Library to U:\APL and click OK. You will see your PDs being moved from the old library to its new location: U:\APL\Managed Files
      Note that ATLAS.ti automatically creates a Managed Files subfolder under U:\APL while in the process of transferring files. After the move, you should still be able to open the PDs associated with your HU and their corresponding quotes/codes/memos, etc.
    5. After the move, save your HU preferably on the same location where you saved your original source documents.  Then close it.
  3. Never point the library to any folder on the C drive, as it will be deleted at the next downtime.  Make sure all your files, including the HUs, are on the U drive (or S drive for those with shared folders or CRADC users).
  4. Important! Next time you open Atlas.ti check to see if your library is pointing to the correct location.  You can confirm this by going to:   Document -> Data Source Management -> Open Library Manager -> Extras> Set Library Location.  If the location is correct, then do nothing.  If it is not, then point it to the correct library location.

To learn more about libraries in ATLAS.ti see the ATLAS.ti training center.

If you have questions/clarifications, please don't hesitate to send e-mail to ciser@cornell.edu or call Florio Arguillas at 607-255-7838.