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1-2-3-Live: Making Live Edits in HomeSite 4.5
By: Amy Cowen
Freelance Writer

The ability to open a file directly from an FTP server, make edits, and save the file using a single interface can both minimize the tedium of straightforward content changes and corrections and save time.

For example, if you frequently receive requests to update a news or "what's hot" section of your site's main page, you may make numerous changes to that file each day. Editing a static copy and then switching to FTP and uploading the file works, but the process is not as streamlined as it could be. Instead, imagine opening a copy of the file, making your changes, clicking "save," and having the altered file automatically pushed live on your site. That's the ease of use HomeSite offers by allowing you to open files directly from an ftp server.

Logging On…

The "Remote Servers" tab disappeared in HomeSite 4.5, but the functionality did not. You can now access your remote servers by choosing "Allaire FTP & RDS" from the drop-down list that is visible when the Universal Files resource window is open.

Figure 1: To access remote servers, select "Allaire FTP & RDS" just as if you were selecting a new drive.

After switching to "Allaire FTP & RDS," you are ready to log on to existing servers or configure new ones. To add a server, right-click in the pane where servers are listed and select "Add FTP Server." In the "Configuring FTP Server" window that appears, fill in the applicable server information, making sure to add the user name and password, and click "OK."

Note: If you don't see the server show up in your list after completing the configuration process, right-click in the bottom pane of the Resource Window and click "Refresh."

Figure 2: To set up a new server, fill in all applicable information in the "Configuring FTP Server" box.

When you are ready to log on, just click the server name. HomeSite will make the connection, log you on, and pull up the directory structure. From there, you can work with your files just as you would if they were on your own hard drive.

Note: Depending on your dial-up connection, you may experience some speed issues when you work on files via a remote server. Because you will have to wait for files to "download" when you open them, and they will have to "upload" when you save them, connection speeds do come into play. Still, the process saves a few steps and offers a more streamlined approach to making onesy-twosy changes.

Open live files are easy to spot in HomeSite. If you look at the "tabs" that sit below each file, you'll see a green dot to the right of the file name for all live files that are open.

Figure 3: Two of the files open in this user's environment have been opened from a server. Both lables.cfm and index2.cfm have the green dot that distinguishes them from a file on the user's hard drive.

Before Making Live Tweaks…

Before you start logging in routinely to make live edits, consider the following two questions:
  1. Is this edit straightforward enough that the risk of error is minimal?
  2. How many other people make frequent edits to this same page?
If the answer to number 1 is "no," then you should think twice about editing the file on the fly. You'll want to visually check the page after you save your changes regardless. But if there is a risk for the page throwing an error based on your intended change, it's probably best to make and test the change on your local system or a backup server before pushing the file live.

If the answer to number 2 is more than 1, then you'll have to think through issues of version control. In theory, making live edits can help with version-control issues (if you're not using a package like SourceSafe). However, this is only true if everyone editing the page adopts the live edit process (and you trust them to do so) or else grabs a copy from the ftp server before making any static edits.

If neither question poses a problem, live edits can be a welcome procedural change.

Logging Off…

Working with files directly off the FTP server is not a solution for changes that will take you all day, and it is not the best solution for site-wide changes. If you are going to be changing every file, your best bet is to grab a clean copy of the files, make your changes, and upload all the files. But if you've got a handful of small, targeted changes, logging on remotely can be just the ticket.

In fact, you might find that working with live files is addictive for some of your routine maintenance projects. If you follow a few simple rules, this is an addiction you can feel good about. First…be sure you are diligent about routinely saving a copy of files you edit live to your own hard drive. You want to make sure your local copy doesn't end up too far out of date since your own copy of the files should provide a workable backup. Second… if you work with a team, remember that they might be trying to access the same file, or, worse, might be uploading a new copy of a file while you have your copy open. Working with live files isn't the time to twiddle your thumbs. You'll want to make your changes and save the file as quickly as possible.