Establishing Document References - PAS ICS Integrity - 7.3 - Help - Intergraph

After you have created your file groups and indicated which files to include in each group, you can specify whether to create references between the documents in a file group and existing objects in Integrity. You can limit the objects to check for each file group. For example, you can create a file group for your EPKS documentation files and limit the search for those files only for references to a single item, such as the EPKS system name.

To establish document-to-object references:

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

2. In Document Asset, select the data owner.

3. In File Group, select the file group that identifies the set of files to search.

4. Click the References tab.

5. For each set of objects you want to use for establishing references, complete the following steps:

   1. In the Details section, select the desired Asset and ObjectType.

   2. If you want to narrow the list of objects by name, click Find objects by name and specify the name to include in the Object filter (optional) field. For example, if you want to search the file for references to only a single item, type the name of the item in this field. The name must match exactly.

   3. If you want to narrow the list of objects using a script, contact Technical Support. While working with Technical Support, you can click Use a script, and then click Edit script. Then, modify and save the script as needed.

   4. If you want to show the document information in additional viewers, check the appropriate Show document in... check boxes.

   5. Click the >> button to add the object type and its specified options to the list of objects to search for references.

6. Click Save.

7. Click Run. Each document in the file group is searched for the specified item. A reference is created for each matching object found.