Replace files - HxGN SDx - Update 64 - Help

HxGN SDx Help
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SmartPlant Foundation / SDx Version
10

You can replace files in a document with files with the same name that are already attached to a WORKING version.

How can I check in or replace a file along with content extraction?

By default, this feature is not enabled. However, your administrator can change the default behavior to enable content extraction for the Check in and Replace Files methods. For more information, see Configure content extraction on Replace Files and Check in methods.

To allow content extraction whenever you check in a document or replace a file related to a document, after attaching the file in the New Files page, you must:

  1. Set any replaced file or checked in file as the Master, by clicking Set as Master to mark the file for content extraction and display the Extract Content window.

  2. In the Extract Content window,

    1. Select a template group from the TemplateGroup/Template list to apply the processing rules using the corresponding Preprocessor Reader.

    2. Click Ok.

      By default, the file name is displayed in the Select File list.

      SHARED Tip You can use preprocessed content files for processing the file. For more information, see Extract data from a document.

  3. Click FINISH to successfully replace a file or check in a document along with content extraction.

To check the status of the content extraction, you can click Notifications.

  1. Select a WORKING revision document, and click Actions > Replace Files.

  2. In New Files pane, select the file system, such as Local File System.

  3. Select CHOOSE FILES, and select the files to attach to the revision.

  4. Select Copy Markups to copy existing markups on to the attached files, and click FINISH.

  • The file names being attached must exactly match the name of the files being replaced.

  • Replace Files creates a new WORKING version for the revision. The previous WORKING version is set to superseded.

  • When attaching a master file, if it references a file attached to more than one document, you can resolve the duplicates by selecting and attaching the appropriate reference file displayed in the Reference Files Details window. For more information, see Attach master file which references other files and Working with reference files and relationships.

  • If a master file references files that do not exist in the database, the names of the missing files are displayed in the Reference Files Details window. For more information, see Attach master file which references other files.