PLM - Folder & Organisation
Below is a group of How-to's that are related to the topic of 'Batch import' in the PLM - Folder & Organisation subcategory. Click on their links to find more information on these topics.
- What is the concept of Batch Import?
- How to use a Batch Import?
- How to enter metadata with drag and drop (batch import)?
- How to retrieve / find an existing job in Batch Import?
- How to add new files to a pending job or modify the metadata in Batch Import?
- How to delete a file or document from a pending job in Batch Import?
Below are the remaining How-to's that are not present in other subgroups in the PLM - Folder & Organisation subcategory. Click on their links to find more information on these topics.
There are multiple ways to link a Folder or Content ( Part, Document, or CAD Document) to an existing Folder, with the prerequisite that you have the necessary rights to edit this Folder:
- For the Part & CAD Documents, when these objects are created using one of the CAD connectors. The first Save action allows you to select a Folder and to link either the Part, or the CAD Document (or both) to this Folder.
Refer to the dedicated documentation of each connector for more info. Example for CATIA PWB.
- When importing new object from a batch import.
Refer to the dedicated documentation for more details.
Also, at any time, you can create a link using one of the following method from the PLM:
- From the Profile Card of the folder:
Edit the Profile Card and expand the Relationship grid.
Go to the appropriated tab, depending the nature of the object you want to attach ("Folders" or "Content").
Then click on the "Add Folders" / "Add Controlled Items" button
And search for the object you want to attach in the Select Items window. Then click OK to come back to the Profile Card.
Click Save / Done on the top of the Profile Card so that the changes are saved.
- From the tree navigator:
From any Folder tree view, you can select a Folder in the tree and from the contextual menu, click on "Pick Item":
Then select the type of Object you want to attach and search for it in the search window.
Click OK to come back to the Profile Card.
Note: you do not have to Edit and Save the Folder using this method, nevertheless, you must have the Edit rights to perform the action.
In order to be able to delete an object from the PLM platform (whether it is a Part, a CAD document, a non-CAD document or a Folder), there are a number of requirements that must be met.
All these requirements and the necessary steps are explained in the FAQ below:
If the Batch Import has not yet been launched and the job is still "In Preparation", it can be edited (by clicking on the "Edit" button at the top of the Profile Card). Go to the relationship grid at the bottom of the Profile Card, select the row that corresponds to the document (1) to be deleted and choose the "Delete link Document Batch Import" on the right side (2).
For more information, please check the document below:
If the Batch Import has not yet been launched and the job is still "In Preparation", it can be edited (by clicking on the "Edit" button at the top of the Profile Card). Then the new files can be dragged and dropped into the dedicated area. When the import is ready to launch, close the "Edit" mode and click on the "Launch Import" button.
To find more information, please follow the link below:
Every time a file or a batch of files is dragged and dropped into a Part or a Folder in edit mode, the system automatically created an import job. Each job corresponds to a specific object, i.e. a Batch Import, that is created for that purpose in the PLM Platform. That object has its own Profile Card, properties and lifecycle.
To find the specific Batch Import it is possible by going in the Content and then finding "Design and Documents" and next "Batch Import", then retrieve it by the name, the creation date or the Parent.
When dropping a file into one of the two areas, a table appears.
When importing CAD files, the table contains more fields to be completed. As many fields of the table as possible are prefilled but the proposed default values can be changed and the blank fields filled in.
If you require a new document to be created, leave the 'version a CAD document' column blank. To create a new version of an existing CAD document see the dedicated How-to here.
To enter a value or to change an existing value, double-click in the cell in question. To delete a value select the cell and press the "delete" key on the keyboard or copy a value from one cell to another when you have more files by holding the cell on the corner and moving it to the cell below. The metadata can also be copied and pasted from an excel sheet.
Once the metadata has been entered and the upload is complete, the import can be launched by clicking on the blue "Launch import" button.
The Batch Import can be performed from a Folder or a Part. In both cases, the object must be in edit mode. Once the Folder or the Part is in edit mode, two areas will appear in its Profile Card under “Children” tab.
The files can be dragged and dropped in the desired area.
Dropping files into the area on the left will create or version CAD Documents, which will be linked to the Folder or the Part from where the drag-and-drop operation was launched.
Dropping files into the area on the right will create Documents, which will be linked to the Folder or the Part from where the drag-and-drop operation was launched.
Batch importing involves uploading several files at once to the PLM platform from a File Explorer (Windows, Linux or Mac). To do so, the target folder or part in the PLM must be in edit mode, then the files can be dragged and dropped from the File Explorer into the PLM.
For more information, please follow the link below:
The goal of the Drafts Container functionality is to allow users to approve the Part and its Master CAD Documents without being delayed by the finalisation of the other "secondary" objects that are related to the Part but not relevant for the approval of the Part. On top of that, this functionality allows users to attach "secondary" documentation to the Part at any lifecycle state.
The Drafts Container must be manually activated from the Part Profile Card. You just need to select the 
icon and choose “Activate Drafts Container”.
Complete description: Drafts Container FAQ.
The Design Collection replaces the EDMS Drawing Folder functionality and serves to support the data exchange process between the Design Office and the Workshop for the production of a given equipment.
Please find more information in this FAQ:
The “Structure Browser” function allows you to view the structure of the selected object. You can open or close the nodes by clicking on the + or – to the left of each node. With the blue + and – at the top left of the window, you can open or close all the nodes at once.
To read more about this, follow the document below (page 25).