Creating versions and setting permissions

This topic applies to ArcEditor and ArcInfo only.

You can create a new version, derived from an existing version, with ArcCatalog or ArcMap. When you create a version, you specify its name, an optional description, and the version's permission. As the owner of the version, you can change these properties or delete a version at any time.

(For a definition of a version, see Understanding versioning.)

You set the permission of a version to protect it from being edited or viewed by users other than the version owner. You can set one of three permissions on a version:

• Private—Only the owner or the ArcSDE administrator may view the version and modify versioned data.
• Protected—Any user may view the version, but only the owner or the ArcSDE administrator may edit datasets to which he or she has read/write permission.
• Public—Any user may view the version. Any user who has been granted read/write (UPDATE, INSERT, and DELETE or read/write) permissions on datasets can modify those datasets.

When setting the permissions of versions, consider your version workflow strategy along with the needs of the various users working within that framework. You should use version permissions along with dataset permissions to control access to the data.

When setting permissions, pay particular attention to how you'll safeguard the DEFAULT version. The DEFAULT version is the ancestor of every other version in a geodatabase, and usually represents the published version of a geodatabase. Any feature or rows that are deleted from the DEFAULT version, even though they are recorded in the version delta files, cannot be restored unless the dataset is unregistered as versioned (assuming the database has not been compressed beforehand). Unregistering a dataset as versioned will restore the dataset to its configuration at the last database compression; however, all uncompressed edits will be lost. Given that, it is essential to safeguard DEFAULT to prevent accidental alterations or corruption.

There are three ways you can protect the DEFAULT version:

• If you've chosen a strategy where users directly edit the DEFAULT version, you can create a new version as a read-only, archive version of DEFAULT. Any features accidentally deleted from the DEFAULT version could be restored from this version as required.
• If you've chosen a strategy where some, but not all users need to edit the DEFAULT version directly, you can create new versions from DEFAULT for some of the users to edit.
• If you've chosen a strategy where no one directly edits the DEFAULT, the ArcSDE administrative user should set the permission of the DEFAULT version to PROTECTED and not PRIVATE; PRIVATE would prevent all users except the ArcSDE administrative user from connecting to the database. With the permissions set to PROTECTED, any user can view the DEFAULT version, but only the ArcSDE administrative user can either edit directly or reconcile and post edits to it from other versions.

To read an example scenario of creating versions and setting permissions on the versions, see Version creation and permissions example.

License:

To create a version or set its permissions, an ArcEditor or ArcInfo license is required.

Steps:

1. Open the Version Manager dialog box using one of the following methods:
   • In the Catalog tree, right-click a connection to the geodatabase and click Versions.
   • In ArcMap, click the Version Manager button on the Versioning toolbar.

   The Version Manager dialog box opens.

2. To create a new version, right-click the version from which you want to derive the new version and click New.

   This will open the New Version dialog box.

3. Type a name for the new version.
   Tip:

   The length of the version name is limited to 62 characters.

4. Type a description of the version (optional).
   Tip:

   You can use the version description to provide additional information regarding the version's purpose. The size limit on the description is 62 characters.

5. Choose the desired permission level for the version: Private, Public, or Protected.
6. Click OK to create the new version.