Create a new document discovery task - 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

This functionality was modified in an update. For more information, see Create a new document discovery task (modified in an update).

  1. Log on to HxGN SDx Dashboard.

  2. Click Data Capture Task Manager to open the Data Capture Tasks module.

  3. Click Document Discovery Tasks to view the existing document discovery jobs.

  4. In the Document Discovery Tasks page, click Create Document Discovery Tasks .

  5. Click Job Start Date to select a start date for the job.

  6. Select a frequency from the Task Frequency list.

    The following types of tasks are created in the Data Capture Task Manager depending on the start date and frequency you select:

    Start date

    Frequency is set to

    Type of task

    Future

    No

    Scheduled task

    Past

    Yes

    Scheduled task

    Present

    No

    Non-Scheduled task

  7. Select a document discovery pattern from the list displayed in the grid and click Apply.

    SHARED Tip You can select the Auto Process Content Discovery Task check box to create a content discovery task for all the files loaded into the system with this document discovery task.

  • The document discovery patterns list contains all the document discovery patterns including those at a higher configuration.

  • You cannot create a Data Capture document if a transferred document or FDW document exists with the same name in the database using a document discovery task.

  • The Microsoft Excel file displays the summary and the details of the files in the following five worksheets:

    Worksheet name

    Description

    Summary

    Displays the overall summary of the files loaded by the document discovery task

    Files can be loaded

    Displays the details of the files that match the criteria of the document discovery pattern

    Files cannot be loaded

    Displays the details of the files that do not match the criteria of the document discovery pattern

    Files already loaded

    Displays the details of the files that matched the criteria for this document discovery pattern and were loaded in an earlier document discovery task

    Files failed to load

    Displays the details of the files that have the .err extension

  • The files that do not have preprocessed files are prefixed by Ø. For example, Ø1409-10-002-1.dwg.

  • The files that have preprocessed files are prefixed by ℗. For example, ℗1409-55-122-1.dwg.

  • You can click the Progress tab to track the progress of Document Discovery Task and its related documents.

  • On the Progress tab, you can click Create Content Discovery Task CCDT to create a content discovery task for the selected document.

  • The Summary tab displays the summary of the selected document discovery task.

  • You can click the Preview pattern hyperlink of the document discovery task in the Summary tab to view the Preview report of the files processed in the selected document discovery task.

  • You can click the View error log hyperlink of the document discovery task in the Summary tab to view the Error Log in the Document Discovery Task.

  • You can click the View Information Log hyperlink of the document discovery task in the Summary tab to view the log information of files in the Document Discovery Task module.

View Native

What is a native file?

A native file displays the content as it is originally defined in the model. You can view the attached files using the native application of the file, based on its file extension. For example, you can open an attached Microsoft Word (.doc) file in Microsoft Word.

On the Progress tab, select a document, and click View Native View Native to view the native file for the selected document.