Manage drawing reader pre-processor templates and template groups - 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

What is the purpose of a default template group?

When you use Data Capture Content Discovery Task in the Desktop Client or Extract Content in the Web Client to extract content from multiple documents, the software automatically considers the templates and rules defined for the default template group. The default template group is considered only when a PDF file or a drawing file is attached to the document. To successfully extract content, ensure that the templates and rules are configured for the template group. However, if you have not chosen any template group as default, the software automatically considers a template group DefaultDrawingTemplateGroup for extracting the content. This default template group is provided with the software.

In the Web Client, to extract content from a single document, the software automatically considers the templates and rules defined for the auto selected default template group. The default template group is considered only when a PDF file or a drawing file is attached to the document. However, you have an option to select and apply any other template group instead of the default template group. For more information, see Extract data from a document.

For the auto selected default template group, the Match Tag Patterns option is pre-selected.

  1. In the Data Capture Pre-Processor module, click Drawing Reader Pre-Processor.

  2. Click Manage Templates .

  3. In the Template Group pane, click Add Template Group and type the name of the template group.

    You can set one template group as the default template group, by selecting the respective check box in the Default Template Group column. By default, the template group DefaultDrawingTemplateGroup is set as the default template group. If there are more than one template groups, you can set only one template group as the default template group.

  4. Select a template group and click Add Template in the Associate Templates for Template Group pane.

  5. Type the name of the template.

  6. Select a template and define the rule types for the template in the Associate Rules for Template pane on the right. For more information on defining rule types, see Add Rules.

  7. Click Save.

  • To delete a template group, select a template group and then click Delete Template Groups . You can also delete templates and rules.

  • Click Export Template Export Template to export a template and the template rules to an XML file.

    • Click Import Template Import Template to import an exported XML file to create a template and rules. When you import templates, you can create the same templates on different computers.