IP Library Granted Patent US 10,339,156
Granted Patent B2
US 10,339,156 · App. 14/620,414 · Granted Jul 2, 2019

Systems and methods to enable users to interact with remotely managed documents with a single interaction using locally stored documents

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Quick Facts
Patent No.
US 10,339,156
App. No.
14/620,414
Granted
Jul 2, 2019
Kind
B2
Abstract

A system and method that enables editing capabilities of content accessed from a content management server using any type of locally-installed application is provided. In some embodiments, a content management server stores documents in a cache on the user's computer. Documents can thus be accessed and edited using the document in the local file system of the user. For example, users may open, reserve or lock, download, and edit documents with a single user action such as a click. Advantageously, the teachings of embodiments as described can be used in conjunction with content management systems for improving the user experiences involved in editing documents by providing an ‘instant’ and ‘seamless’ editing experience substantially equivalent to editing files on a local hard disk.

Claims (30)

1. A content management system for editing files stored on a remote content management server comprising;

a client computing device, including a processor and a non-transitory computer readable medium comprising instructions for:

accessing a content management server browser interface configured to enable users to view and manage files stored by a content management server and configure hyperlinks for corresponding files stored by the content management server, each hyperlink including an e-tag that enables a content management server to identify the corresponding file as stored by the content management server;

a sync agent deployed on the client computing device coupled over a network to the content management server, wherein the client computing device includes a file system, a first local cache associated with the content management system and a first user in the file system of the client computing device and a second local cache associated with the content management system and a second user in the file system of the client computing device, each local cache including a content management cache and wherein each local cache is associated with a corresponding content management database on the client computing device, wherein the sync agent, in response to a single first user action by the first user relative to one of the hyperlinks referencing a first selected file, is configured to automatically download the first corresponding file stored at the content management server, and store the first corresponding file and the corresponding first e-tag together in the first local cache associated with the content management system and the first user, and in response to a single second user action by the second user relative to one of the hyperlinks referencing a second selected file, is configured to automatically download the second corresponding file stored at the content management server, and store the second corresponding file and the corresponding second e-tag together in the second local cache associated with the content management system and the second user; and

an edit client control module of the content management system deployed on the client computing device and coupled to the sync agent, wherein the edit client control module, in response to the same first single user action relative to one of the hyperlinks referencing the first selected file, configured to automatically launch an editing application which is further configured to automatically open the first selected file stored in the first local cache.

2. The system of claim 1 , wherein the editing application is selected based on a file type of the selected file.

3. The system of claim 1 , wherein, in response to the single user action relative to one of the hyperlinks referencing the selected file, the selected file is attempted to be automatically reserved or locked in the content management server.

4. The system of claim 3 , wherein the selected file is classified as read-only in the local cache if the selected file cannot be reserved or locked in the content management server.

5. The system of claim 1 , wherein the editing application resides on the client computing device communicatively connected to the content management server.

6. The system of claim 1 , wherein the editing application saves a version of the selected file to the local cache.

7. The system of claim 6 , wherein the locally cached version of the selected tile is automatically uploaded to the content management server after the editing application saves the locally cached version of the selected file to the local cache.

8. The system of claim 7 , wherein the uploading further comprises converting a local inter-document link contained in the locally cached version of the selected file to a global inter-document link.

9. The system of claim 1 , wherein a global inter-document link contained in the selected file is converted to a local inter-document link.

10. A method for editing files stored on a remote content management server comprising:

providing a content management server browser interface configured to enable users to view and manage files stored by a content management server and configure hyperlinks for corresponding files stored by the content management server, each hyperlink including an e-tag that enables a content management server to identify the corresponding file as stored by the content management server;

providing a sync agent deployed on a client computing device coupled over a network to the content management server, wherein the client computing device includes a file system, a first local cache associated with the content management system and a first user in the file system of the client computing device and a second local cache associated with the content management system and a second user in the file system of the client computing device, each local cache including a content management cache and wherein each local cache is associated with a corresponding content management database on the client computing device, wherein the sync agent, in response to a single first user action by the first user relative to one of the hyperlinks referencing a first selected file, is configured to automatically download the first corresponding file stored at the content management server, and store the first corresponding file and the corresponding first e-tag together in the first local cache associated with the content management system and the first user, and in response to a single second user action by the second user relative to one of the hyperlinks referencing a second selected file, is configured to automatically download the second corresponding file stored at the content management server, and store the second corresponding file and the corresponding second e-tag together in the second local cache associated with the content management system and the second user; and

providing an edit client control module of the content management system deployed on the client computing device and coupled to the sync agent, wherein the edit client control module, in response to the same first single user action relative to one of the hyperlinks referencing the first selected file, configured to automatically launch an editing application which is further configured to automatically open the first selected file stored in the first local cache.

11. The method of claim 10 , further comprising selecting the editing application based on a file type of the selected file.

12. The method of claim 10 , wherein, in response to the single user action relative to one of the hyperlinks referencing the selected file, attempting to reserve or lock the selected file in the content management server.

13. The method of claim 12 , further comprising classifying the selected file as read-only in the local cache if the selected file cannot be reserved or locked in the content management server.

14. The method of claim 10 , wherein the editing application resides on the client computing device communicatively connected to the content management server.

15. The method of claim 10 , further comprising the editing application saving a version of the selected file to the local cache.

16. The method of claim 15 , further comprising automatically uploading the locally cached version of the selected file to the content server after the editing application saving the locally cached version of the selected file to the local cache.

17. The method of claim 16 , wherein the uploading further comprises converting a local inter-document link contained in the locally cached version of the selected file to a global inter-document link.

18. The method of claim 10 , further comprising converting a global inter-document link contained in the selected file to a local inter-document link.

19. A non-transitory computer readable medium, including instructions for editing files stored on a remote content management server the instructions for providing:

a content management server browser interface configured to enable users to view and manage files stored by a content management server and configure hyperlinks for corresponding files stored by the content management server, each hyperlink including an e-tag that enables a content management server to identify the corresponding file as stored by the content management server;

a sync agent deployed on the client computing device coupled over a network to the content management server, wherein the client computing device includes a file system, a first local cache associated with the content management system and a first user in the file system of the client computing device and a second local cache associated with the content management system and a second user in the file system of the client computing device, each local cache including a content management cache and wherein each local cache is associated with a corresponding content management database on the client computing device, wherein the sync agent, in response to a single first user action by the first user relative to one of the hyperlinks referencing a first selected file, is configured to automatically download the first corresponding file stored at the content management server, and store the first corresponding file and the corresponding first e-tag together in the first local cache associated with the content management system and the first user, and in response to a single second user action by the second user relative to one of the hyperlinks referencing a second selected file, is configured to automatically download the second corresponding file stored at the content management server, and store the second corresponding file and the corresponding second e-tag together in the second local cache associated with the content management system and the second user; and

an edit client control module of the content management system deployed on the client computing device and coupled to the sync agent, wherein the edit client control module, in response to the same first single user action relative to one of the hyperlinks referencing the first selected file, configured to automatically launch an editing application which is further configured to automatically open the first selected file stored in the first local cache.

20. The non-transitory computer readable medium of claim 19 , wherein the editing application is selected based on a file type of the selected file.

Assignments (15)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 30, 2024
From: OPEN TEXT CORP.
To: CROWDSTRIKE, INC.
Reel/Frame 068119/0622 →
RELEASE OF SECURITY INTEREST IN PATENTS (REEL/FRAME 063559/0628) Recorded Jun 21, 2024
From: BARCLAYS BANK PLC
To: OPEN TEXT SA ULC
Reel/Frame 067807/0053 →
CORRECTIVE ASSIGNMENT TO CORRECT THE REMOVE OATH/DECLARATION (37 CFR 1.63) PREVIOUSLY RECORDED AT REEL: 67431 FRAME: 919. ASSIGNOR(S) HEREBY CONFIRMS THE PARTIAL RELEASE OF SECURITY INTEREST IN PATENTS. Recorded May 23, 2024
From: BARCLAYS BANK PLC
To: OPEN TEXT SA ULC
Reel/Frame 067554/0693 →
PARTIAL RELEASE OF SECURITY INTEREST IN PATENTS Recorded May 16, 2024
From: BARCLAYS BANK PLC
To: OPEN TEXT SA ULC
Reel/Frame 067431/0864 →
PARTIAL RELEASE OF SECURITY INTEREST IN PATENTS Recorded May 16, 2024
From: BARCLAYS BANK PLC
To: OPEN TEXT SA ULC
Reel/Frame 067431/0919 →
RELEASE OF SECURITY INTEREST Recorded May 16, 2024
From: THE BANK OF NEW YORK MELLON
To: OPEN TEXT SA ULC
Reel/Frame 067436/0790 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 14, 2024
From: OPEN TEXT SA ULC
To: OPEN TEXT CORP.
Reel/Frame 067405/0987 →
SECURITY INTEREST Recorded Aug 30, 2023
From: OPEN TEXT SA ULC
To: THE BANK OF NEW YORK MELLON
Reel/Frame 064761/0256 →
SECURITY INTEREST Recorded May 7, 2023
From: OPEN TEXT SA ULC
To: BARCLAYS BANK PLC
Reel/Frame 063559/0628 →
SECURITY INTEREST Recorded May 7, 2023
From: OPEN TEXT SA ULC
To: BARCLAYS BANK PLC
Reel/Frame 063559/0647 →
SECURITY INTEREST Recorded May 7, 2023
From: OPEN TEXT SA ULC
To: BARCLAYS BANK PLC
Reel/Frame 063559/0758 →
IP BUSINESS SALE AGREEMENT Recorded Aug 30, 2016
From: OPEN TEXT S.A.
To: OT IP SUB, LLC
Reel/Frame 039872/0605 →
CERTIFICATE OF AMALGAMATION Recorded Aug 30, 2016
From: IP OT SUB ULC
To: OPEN TEXT SA ULC
Reel/Frame 039872/0662 →
CERTIFICATE OF CONTINUANCE Recorded Aug 30, 2016
From: OT IP SUB, LLC
To: IP OT SUB ULC
Reel/Frame 039986/0689 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 11, 2015
From: HAWA, RAJA ELIAS; TIMMERMANS, MATTHEW DAVID GEORGE
To: OPEN TEXT S.A.
Reel/Frame 036295/0067 →