Adding a File Group - PAS ICS Integrity - 7.3 - Help - Intergraph

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PAS Version
7.3

After you have imported the PAS Document Manager asset model and added a data owner, you can then add file groups to the data owner. For more information about configuring Document Manager, see Steps for Implementing Document Manager.

A file group identifies a set of similar files. File groups are the equivalent of object types in Integrity and you can use them to organize groups of similar documents. For example, you can create a file group for your Honeywell EPKS documentation files, and then search for references to EPKS systems in those files. Each Document Manager data owner must have at least one file group, but a data owner will often have many file groups.

To add a file group to a data owner:

  1. In the Admin Utility, click the Documents Manager link.

  2. In Document Asset, select the data owner to add a file group to.

  3. Click Add in the File Group section.

  4. Type a name for the new file group, and then click OK. The bottom section of the Import Documents and Files window provides several tabs to define the file group and how those files are referenced and organized.

  5. Click the Files tab to identify the folder where the files are located, which files to include in the file group, whether to import or link to the files, and other file management options.

  6. In Top level folder, type the folder location where the files are stored. You can also browse to the folder where the documents are located.

  7. If you want to also include files in the subfolders, check Include sub-folders.

  8. In the File search pattern field, type a wildcard value that matches one or more files to include, such as *.doc. To include multiple types of files, separate each file value with a comma, such as *.doc,*.xls,*.pdf.

  9. Click Show Files. The files in the selected location that match the specified file search pattern are displayed. Review the list to make sure you have identified the set of files you want.

  10. If you want users to be able to assign ratings to these files, check Files are ratable. When users search, higher-rated files are listed first and take precedence.

  11. If you want to link to the files rather than import them, click Link to Files. A connection is established to access the files. If the files are moved or deleted from this location, they can no longer be accessed from Integrity. If you link to files, you cannot select to compress files or track changes for those files.

  12. If you want to compress the imported files, check Compress files. This compression stores the files in zip format, which can reduce the database size.

  13. If you want to track changes for the imported files, check Track changes. Each time a file is imported, Integrity can compare it with the file by the same name that was previously imported. If the files are different, Integrity archives the old file and adds a change tracking record to indicate that the file has changed.

  14. Click the Asset Explorer tab to specify how the files are organized in asset explorer. By default, a node is added for the data owner. Each file group is then added as a node under the data owner. Then, you can specify whether all files within a file group are listed at the same level or in the structure from the file system.

  15. If you want to create a hierarchy within asset explorer that matches the file system structure, click Maintain file system folder structure. Imported files create the same folder hierarchy in asset explorer as the structure from where they came.

  16. If you want to list all imported files at the same level under the file group node, click Place all files at the same level.

  17. Click Save.

  18. Click Run.

Repeat this task for each file group and set of files to add. After you have created your file groups and indicated which files to include, you can establish references between objects and files. For more information, see Establishing Document References.