When you open PowerDesktop, the first window to appear is the Dashboard. From this window, you can:

• Open explorer windows for cloud-based document management systems

• Manage pending and completed jobs running against the cloud or your local file system

• View job and application logs

• Change application options

• Activate the application and manage licenses

Menu Bar

Open

File

• Open > Log File: Displays an Open dialog for selecting a LOG file to open in the log viewer.

• Exit: Closes the application.

Work

• Lists all configured Work connections by server name and user ID/email. Clicking on a connection opens it in a new Work Explorer.

• Manage Connections…: Opens the Work Connection Manager, from which you can add, remove, or reorder connections.

NetDocuments

• Lists all configured NetDocuments connections by user email and server region. Clicking a connection opens it in a new NetDocuments Explorer or, if a window using the connection is already open, brings the existing Explorer to the front.

• Manage Connections…: Opens the NetDocuments Connection Manager, from which you can add, remove, or reorder connections.

View

• Application Log…: Opens the application log, which includes job events, application errors, and other logged messages, in the log viewer.

Tools

• Export Messages…: Opens PST Export, which allows you to create a local job to extract email messages from a PST file.

• Options: Opens Options, which lets you configure the application’s general and service-specific settings.

Window

• Cascade: Arranges all open windows

• Minimize All: Minimizes all open windows.

• Close All: Closes all PowerDesktop windows

Help

• Documentation: Opens this documentation in your default web browser.

• Technical Support: Opens Litera’s support site in your default browser.

• License Info: Displays the current license information, including the associated email of the account, the domain to which it connects, and the modules (i.e., licenses) enabled for the current user.

• Update Licenses: Allows the user to update or deselect enabled licenses.

• Log Out From CAM: Logs out from CAM and disables all features requiring a license.

• About PowerDesktop: Displays version, copyright, and licensing information.

Job Manager

Open

At the center of the Dashboard is a tabbed collection of Job Managers, each of which contains the following controls:

• Queue: A list of pending, running, and canceled jobs, ordered by priority.

• Queue Toolbar: A set of controls to start, stop, pause, restart, and configure the job queue.

• Completed: A list of jobs that have run to completion.

Any job in the Queue or Completed lists can be opened by either double-clicking anywhere in its row or right-clicking it and selecting Open….

Managing the Queue

• When you first start PowerDesktop, all job queues are ready to start processing new jobs.

• To temporarily pause all running jobs, click the Pause button in the Queue Toolbar on the right-hand side of the Job Manager. To resume processing, click the Start button.

• To cancel all running jobs and stop any further processing of queued jobs, click the Stop button.

• To apply changes to options that modify upload/download limits, click the Restart button, which stops all active jobs and then restarts them.

• To reset a canceled or failed job’s status to Pending, right-click it and select Retry.

Queue Columns

The Queue grid has the following columns:

Job Workflow

For all systems and job types, job processing follows the same workflow:

1. You create a job via a job editor or wizard.

2. The job is automatically added to the end of the corresponding job queue with the status of Pending.

3. Jobs already in the queue are processed in order, with the number of jobs being processed at the same time determined by the Max Concurrent Jobs setting.

4. After all higher priority jobs have either completed processing or been canceled, the pending job’s status changes to Loading.

5. Once all job items have been loaded, the job’s status changes to Running, and the Details column updates to indicate the active job step (e.g., “Uploading files”).

6. As the job runs, progress of each job step is displayed as a percentage in the queue’s Progress column.

7. If an unexpected error occurs at any point while the job is running, the job’s status changes to Failed, and the next job in the queue starts.

8. When all job steps have run to completion, the job is removed from the queue and added to the Completed list.

9. If the job has any failed items, the job can be requeued via the right-click menu’s Retry command.