Edit the DocumentIndex.xlsx file - HxGN SDx - Update 63 - Administration & Configuration

Administration and Configuration of HxGN SDx

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English
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HxGN SDx
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Administration & Configuration
SmartPlant Foundation / SDx Version
10

The document index file has a predefined template that maps the defined names for the column header of the Microsoft Excel worksheet with the properties in the SDx Operations database. The document index template is enhanced to allow the user to rename the documents that are listed in it.

To update a property in the database, you must assign the property as the defined name for the column header.

  1. Open the DocumentIndex.xlsx file.

    The Microsoft Excel file used to load the document index can have any name, but the sheet name for the data must be DocumentIndex.

  2. Add the document names that need to be updated with the property from the document index in the Name column.

  3. Add new names for the documents that you want to update in the New Document Name column.

  4. Set the Document Takes Precedence column to TRUE against the document name that need to be updated in the database.

  5. To add a new property, right-click the cell named as the column header and select Define Name from the shortcut menu.

  6. In the New Name dialog box, type the property name in the Name box, and click OK.

  7. Save the Microsoft Excel template.

While running the content discovery task, if the Document Takes Precedence column is set to FALSE then the properties in the Document Index for the document are not changed to relationships, and so therefore are not applied on the documents. If you enter anything other than FALSE, or leave the Document Takes Precedence column empty, then the document index attributes are updated on the documents available in the database.