How do the Auto Save and Auto Recover settings work in NuGenesis LMS? - WKB32232

ENVIRONMENT

• NuGenesis 9 LMS
• NuGenesis 8 LMS
• NuGenesis 8 ELN

ANSWER

Auto Save and Auto Recover are two distinct features of NuGenesis LMS that work to minimize the chances of data loss when working in LMS documents. The two settings are established within each LMS user's settings. Waters recommends that the following settings are activated for each LMS user:

• Auto Save: Automatically save when finish section edit
• Save auto recovery every: 1 minutes

It is possible for some or all users of an LMS system to have these two features inactive. For this reason, Waters recommends that LMS system administrators monitor the user settings on a regular basis for compliance with the above recommendations.

When the Auto Save feature is set as recommended, the client automatically saves the LMS document when a user opens and then closes a document section.

When the Auto Recover feature is set as recommended and a user opens a document section for editing, the LMS client creates a backup copy of the section's contents at 1-minute intervals. If either the LMS client or the external program crashes, the recover file remains on disk and is available for recovery.

ADDITIONAL INFORMATION

There are some known limitations to the above features.

1. When an LMS document is first created by a user, it exists in a "Created" state, but only in the resources of the client machine on which it was created. The document is NOT stored in the database in this state. Only upon the initial document save—whether by clicking the Save button in the LMS client, opening and closing a section, or releasing a section—will the document be stored in LMS.
   • If the LMS client crashes before any of the above events occur to trigger a save, the document is lost, because no entries for it were ever made in the database.
   • The above does not apply to documents that are made by the Document Creator Service for LMS Sample Management data.
2. The auto recover interval does not start until the first interval period. If the interval is 1 minute, the recover file is not created until the user opens the section for at least 60 seconds, and then the file is overwritten every 1 minute thereafter, as long as the section remains open.
   • If an application crash occurs within the first minute, or if the section is opened and closed within 60 seconds, the recover file is not created.
3. The recover file exists only in the user profile / temporary path of the user who edited the section and experienced the application crash.  If another user were to edit the section, they would not have the recover file in their temp folder, and thus not be prompted to recover the section.  Any changes made by the first user (and stored in the recover file) would be lost
4. In NuGenesis versions 9.1 Hotfix 3, 9.3.0, and 9.3.1, the auto-recover files are not generated or updated if a user has clicked into a cell to enter edit mode.  If this occurs within the first minute of opening the section - and Excel stays in this state until it closes or crashes - then the recover files will not be generated.  This issue is the subject of CRI-6551

NuGenesis LMS interaction with Excel and Word

A user setting that allows users to configure if they want to save recovery files, and the interval time for the save (minimum 1min).

This configuration is used when editing OLE sections(e.g. Excel , Word...), based on the configured interval saving content of the section and the section audit trail (for Smart Builder forms) is done on the caching location.

Saving recovery file is not done when: • the section is not an OLE sections(e.g. Excel , Word...)

• the moment when OLE Application (e.g. Excel , Word...) died was before the configured interval time

• OLE Application (e.g. Excel , Word...) process is busy/freeze (e.g. one cell is in the edit, or a dialog is open)

• for Smart Builder sections, if the Audit trail could not be retrieved, also the content is not saved as a recovery file If closing the section is done without issues, the recovery information is deleted.

When a user edits a Smart Builder section, the system first checks if there is recovery information saved for that section. If recovery information exists, the user is asked if they want to use the recovery information rather than continue with what was stored in the database.