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Go Virtual
By: Amy Cowen
Freelance Writer

For many Web developers, the idea of being focused 100 percent on a single site is an alien concept. Even those who work with one company site may find themselves juggling so many disparate pieces of the site that it seems more like a sprawling, multiheaded beast than a cohesive, simple, "site."

Depending on how complicated your site architecture is, it can be tedious just to open the files with which you need to work as you knock out edits, updates, and additions. If each file belongs to a separate site and needs to be tracked down, the process can become even more laborious. Having files clustered together for easy access, regardless of where they physically sit, can streamline both daily and task-specific processes. HomeSite 4.5 offers you that option with virtual folders.

HomeSite Projects

In HomeSite 4.5, the familiar "Projects" feature was expanded to include two types of folders: physical and virtual. The difference: physical folders map to specified directories on your system or network; virtual folders can include files from multiple directories, regardless of where they are stored on your hard drive or even on an external server. Because they allow you to take a cafeteria-style approach to your assorted projects, virtual folders may quickly become a favored organizational and project-management aid.

Physical Folders
Physical folders come in two styles: Auto-Inclusive and Manual-Inclusive.
For more information, check out the article "Project Management in HomeSite".

Virtual Folders

Even the most detailed developer can get bogged down by constant unrelated updates. Small changes may slip to the bottom of a lengthy "to do" list or fall through the cracks entirely as more important projects heat up. Taking time to organize common tasks into folders that make sense for your projects can streamline operations and free up time for other projects.

There are countless ways you can arrange your files using virtual folders, but two easy-to-use approaches involve grouping "by day" and "by task."

Group by Day

Tasks vary from site to site, but let's assume that you work on multiple sites, and there are routine updates you generally perform on specific days of the week. For example, you might update a "what's hot" or "top picks" section every Monday on a number of sites, add new press URLs on Tuesday for one site, and swap in new front page content on Wednesday. As you flip through the various updates you do each day, it's easy for everything to start blurring together. Tracking down each file only adds to the hassle.

Figure 1: Sample Virtual Folders organized by day of the week.

A Virtual Folder can ease routine maintenance. When you open the Monday folder, all the files you normally update are visible. Not only are they a click away, but by having them grouped, you can work through each change in sequence, ensuring you don't overlook one update or another. When you make your changes to the files in the project folder, the "real" files are updated in their respective directories, ready for deployment.

Group by Task

For tasks that require numerous pages to be updated or tweaked when new content is added, try grouping related files in a logical project folder so that you can work your way through each change one by one. For example, the addition of a new press release might involve coding the new file, adding it to a list of all press releases, adding it to one or more "news" areas on the site, altering navigational includes, and so on. Having all relevant files clustered together not only ensures you don't overlook a step but keeps your system for handling such updates clear, paving the way for other team members, or even backup coders, to step in when needed.

Tip: Leave a Trail
If you're using virtual folders as a way to delegate routine tasks to other team members, create a simple readme.txt file that describes which files are included in the folder, how they get updated, and so on. Store the readme file in the virtual folder for easy reference.

Think Outside the Directory

Do you do routine updates on the 1st, 15th, and 30th? It may be that a calendar model fits your sites better. There are no limits to how you organize the files; every site has different update needs and requirements. Take a hard look at the maintenance you spending your time doing each day and then get creative about your folders. You'll save time in the long run!

Getting Started

To set up your own virtual folder, follow these easy steps: Create a Project

  1. Select the Projects tab in the resources window, as shown in Figure 2.

    Figure 2: Projects tab.

  2. Click the "New Project" icon, as shown in Figure 3.

    Figure 3: New Project icon.

  3. In the window that appears, choose a name for your project.
  4. Specify the location where you want the project information (.apf file) stored.
  5. If you are using this project as a virtual project only and don't want to automatically include files, uncheck the "Add all subfolders…" box, and click OK.

Figure 4: The New Project screen allows you to name the project and specify its location.

The project will show up in your resources window. You can now add files or other directories. To create a Virtual Folder follow the steps below:

Create a Virtual Folder

  1. Open the Project.
  2. Right-click on the project name.
  3. Choose "Add Folder."
  4. Name the folder.
  5. Click the "Virtual Folder" radio button.
  6. Click OK.

You're now set to add files to the folder from anywhere on your hard drive by right-clicking and selecting "Add Files to Folder."

Tip: Have Existing Projects?
If you already have HomeSite projects in use, you can add new Virtual Folders directly to them by following steps 1 – 6 above.

Minimal Commitment

You can use virtual folders when they're convenient, but you're not tied to them. Often, you'll need to make ancillary updates the old-fashioned way-by browsing your directory structure to find the file and making your changes. Don't worry; this doesn't impact your virtual folder. The next time you open a file from the folder, the most recent version of the file is opened from its physical location.

About the Author

Amy Cowen is a freelance Web developer and information architect in San Francisco.