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Bulk Loading Documents* into Windchill

Bulk Loading Documents* into Windchill. (Screen captures from Windchill 8.0 M040). *All for WTDocument Type (includes MS Word, Autocad, pdf, etc.).

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Bulk Loading Documents* into Windchill

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  1. Bulk Loading Documents* into Windchill (Screen captures from Windchill 8.0 M040) *All for WTDocument Type (includes MS Word, Autocad, pdf, etc.)

  2. List files in spreadsheet as shown, items in blue (two lines per document). Two shown below. Any quantity can be handled at once. Enter Version at which document is to be loaded (P1, P2, etc. or A, B, C… etc.). If version is PX, fill in RES for lifecyclestate; if version is A or higher, fill in ESMOD for lifecycle state. Note: Other columns are required but are hidden – see next slide.

  3. Ensure that all required columns are included and are filled in as shown. Save as .csv format in \src\loadfiles folder as shown on Windchill server. Note: .csv file Shown in Excel and also in Wordpad.

  4. From a Windchill shell on the \src\loadfiles folder, run the command shown. Result: Output .xml file with converted info from Input .csv file. See next slide for detail

  5. Mapping – Input .csv to Output .xml

  6. Move files to <loadpoint>\loadfiles\content.Note: xml file points to each file to be loaded; default for load utility is for to find the files in <loadpoint>\loadfiles\content. Need to include full path to each file in the csv (and so also in xml) if any other location is used.

  7. Load the .xml file using same Shell, using command shown. Load to “Transfer” Library, then move.

  8. Successful Results

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