Versioning Assets

Asset versioning allows you to replace an existing file while still maintaining a historical record of previous versions. Historical versions can be re-activated to replace a newer version. During the versioning process, assets can be checked out so that other users are prohibited from making changes.

Checking out an asset

  1. Navigate to the desired asset's detail page
  2. Click the actions menu  button and select Check-out current version.
  3. The file will download to your local computer.

Once an asset has been checked out, the following will occur automatically:

  • A flag will appear at the foot of your asset's detail page, indicating the asset has been checked out and the user who checked out the asset.
  • A checked-out icon will appear at the top-right of your asset's thumbnail both in its detail page as well as gallery contexts. 
checkingoutasset.gif

Prohibited actions

Anything that potentially alters the original file or a derivative that represents it is prohibited during checkout. The following tasks cannot be performed on an asset if it is checked out:

  • Download
  • Create PDF
  • Repurpose
  • Resync
  • Reimport
  • Add custom thumbnail
  • Delete thumbnail
  • Embed attributes
  • Archive to Glacier

Canceling a checkout

Checkouts can be canceled by the user who checked out the asset, or any user with a level of Administrator and above. 

  1. Navigate to the desired asset's detail page.
  2. Hover over the flag that indicates the checked-out status of the asset. 
  3. The flag will turn red and will gain a Cancel x button; click the tag to cancel the checkout. 
  4. A dialogue will appear confirming that you would like to cancel the checkout; click Yes

Screenshot 2025-03-03 at 11.47.18.png

Checking in an asset

Checking in an asset will completely replace the current version file, while maintaining a record of any previous versions. You can check in a new version on an asset that has not been checked out, but only the original user or an administrator can check in an asset that's been checked out.

If an asset is identical to the original asset file, no versioning will take place and checking in the asset will cancel the original checkout action. 

  1. Navigate to the desired asset's detail page
  2. Click the actions menu and select Check in new version.
  3. Select or drag the file into the upload window.
  4. Click Save to begin the upload.
  5. Once your new version has finished uploading, navigate to Versions and click Edit to add check-in notes.

Once you've completed the check-in process, the file will be updated including its name and thumbnail. If this is the first time a particular asset has been versioned, the Versions tab will now appear in the sidebar of its detail page.

checkingin.gif

Versions tab

The Versions tab lists all asset versions in reverse chronological order. Each item displays the version's original thumbnail, the date the file was versioned, the user who versioned the file, and any notes. You can perform certain actions on a previous version:

Edit

Allows users to add or edit version check-in notes. This action is also available for the current version.

Reactivate 

Promotes a previous version of the asset to the current version while keeping a record of the version you are replacing. Note: reactivating a previous version that is identical to the current version will fail.

reactivate.gif

Delete 

Use the trash button to delete a previous version of an asset. To confirm the deletion, select Delete from the subsequent dialogue. 

Download

Use the down arrow button to download a previous asset version. Note that this action only allows you to download the original asset file and no other download options will be presented. 

Advanced settings

By default, all version data is retained unless explicitly deleted. The following properties will limit the versions stored:

Versions do not count against any asset limits indicated in a licensing agreement with NetX. However, they do count toward SaaS storage.

Property Description
image.versioningNumberThreshold

This defines any limit to the number of stored versions allowed for each asset. Older versions are deleted when the set threshold is crossed.

Note: if the value is 0, NetX will store an unlimited number of versions. This is the default behavior when the property is not configured.

If this value is 1, NetX will only store the latest version of an asset.

Value options: number

Requires restart? No

image.versioningMonthThreshold

This property controls the number of months that versions are retained past their creation (check-in) date. For example, if this property is set to 6, assets will only retain versions that are a maximum of six
months old. As this threshold is crossed, old versions are deleted. If this property is not configured, versions are kept indefinitely.

Value options: number

Requires restart? No

 

 
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