Let’s get you started…
Save Data: Allows data in the current sheet to be saved in the database server
Refresh Data: Retrieves data for all the changes from the database server
Owner: The person who initiates the collaboration. He/She emails the work book to the intended audience
Collaborator(s): These are the team member(s) to whom the Owner has emailed the work book.
History: Diamond Lane automatically keeps track of every change made by the Owner and Collaborator. So the user can view/review the sequence of changes.
When you open the MS EXCEL document after installing Diamond Lane, you will see the menu item below:
When you click on the Diamond Lane menu, the following ribbon shows up.
In order to use Diamond Lane, you must first Register. The registration process is very simple. Click on Login/Register then the Register link. Enter your name, email and establish a password. Once you are registered login requires only email and password.
The following password complexity is enforced:
This feature is the cornerstone of collaborating using Diamond Lane. The workbook owner can initiate a collaboration by clicking Share My Workbook. This will create an Outlook email with the workbook as an attachment. Put in the email addresses of the people you want collaborate with, then send them the email.
For non Outlook email clients, Diamond Lane supports copying the pre-filled message text to the clipboard for pasting. The user can open create an email, paste the message, attach the work book, fill in the emails and send it out for collaboration.
When the Save to DL command is selected, the following happens:
For the workbooks you want to share, you can save the data on a server and then share the workbook. The data is stored in the cloud or inside the enterprise depending on the configuration suggested by your IT. Once the data is saved to the server, you can now share updates from your team worldwide.
Diamond Lane uses a fully secured, transaction chained, time series based digital ledger database to allow seamless Excel collaboration while working in isolation. Press on the Save to DL button when you are ready. This saves your data locally as well as on the server.
If you are not already logged in, the Login/Register dialog will be displayed. Once you enter your credentials, a progress bar will be displayed that shows the data saving progress.
When the Refresh from DL command is selected, the following happens:
Press on the Refresh from DL command button when you are ready. Changes made by other users will then be brought into your workbook. You can see the changed values by hovering over the cells that have an Excel comment added to them.
If you are not already logged in the “LOGIN” dialog will be displayed. Once you enter your credentials, a progress bar will be displayed that shows the data refreshing progress.
The first window that appears when you click Cell History is the activity period. The activity period is defaulted to PAST WEEK. The date range can be changed by the user
At any time, a user can review the cell history to see who, what, and when the values were changed. This is done not only for the data but for formulae as well.
If the user has been working on a worksheet for a long time, it is easy to lose track of the changes made. This feature will highlight all the changes made since the last server save. This check helps to avoid accidental mistakes going to the server.
Once the user has reviewed highlighted changes shown by Excel comments, the user can remove the comments with this command.
Even if user decides to turn off the notifications, the Activity Log can be opened on demand to see who all have saved their changes or refreshed from the server.
Notifications provide transparency. Users can configure to receive notifications in real time or once a day as a digest. As you collaborate with users in different time zones, this functionality helps you to understand whether you need to refresh and review prior to saving your changes to the server.
The default setting for OWNER is immediate notification. This can be changed if needed. When a collaborator logs in for the first time, the Owner is notified regardless of configuration.
Whenever a new sheet is added by the owner, the active collaborators get notified with the worksheet name. The users can click on “Add Missing Sheets” to bring those sheet(s) into their local workbook for collaboration.
The default setting for the COLLABORATOR is off. It can be configured as per the user’s need.
When the user clicks Show Collaborators, a window shows up which lists the owner and all the collaborators. The owner can deactivate an existing user or reactivate them as necessary.