Data Management Capabilities > Using Packages to Import and Export Data for Offline Collaboration > Establishing Package Content > Adding Content to a Package, Technical Data Package, CDRL Package, or SDRL Package
Adding Content to a Package, Technical Data Package, CDRL Package, or SDRL Package
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For information on adding content to a replication package, see Adding Content to a Replication Package.
The Add to Package window allows you to alter the contents of a package, technical data package, CDRL package, or SDRL package by adding an object or a group of objects to the list of initially selected objects. Package content for these package types is based on these initially selected objects and various collection options. After adding objects to or removing objects from the set of initially selected objects, you can configure collection options to establish the collection of package contents from this set of initially selected objects. For example, adding a top-level assembly and using the default collection rules populates the package content with the assembly structure and all parts and documents. You can specify specific collection rules to also gather documents, drawings, or other object types related to the assembly. The package remembers the initially selected objects and the collection options, which allows the package to be regenerated using the Refresh action before the package is locked.
Add to Package from Object
1. Select the Add to > Add to Package action from the right-click action menu of an object or from the Actions menu on the information page of an object.
The Add to Package window opens, allowing you to collect objects to add to the package
2. Click the find icon to search for an existing package or click New Package to create a new package with the selected object as the initially selected object. For more information about creating a package, see Creating a Package.
If you add the object to an existing package as an initially selected object, the Initially Selected Objects table is refreshed to include the package’s current initially selected objects in addition to the current object.
If you create a new package, the current object is the only object listed in the Initially Selected Objects table.
3. Use the paste icon or the add objects icon to include additional initially selected objects to the table. Use the remove icon to remove an unwanted object. For more information, see Initially Selected Objects Table.
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Working or private copies of objects are not included in a package. Only the checked in version of an object can be included. If a working or private copy of an object is included in a package, the package cannot be locked until the object is replaced or the content is refreshed. If a working or private copy of an object is included in a locked package, the working or private copy will not be included in the delivery contents.
4. Click the Configure link to choose additional collection options. After collection options, configuration specifications, and filters are set, the Rule Configure field updates to say Rules have been updated. For more information, see Collection Options.
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There must be at least one object in the Initially Selected Objects table to specify collection options.
5. To preview the objects collected using the collection options you set, click the Preview Collection button. The Preview Collection window opens, displaying both the initially selected and collected objects for the package.
6. Click OK to add the objects to the package, save the collection option changes, and close the window.
Any new package content objects appear in the Package Content table, which is available from the package information page.
Add to Package from Package
1. Click the add to package icon on the Package Content table, or select Add to Package from the right-click action menu of the package, or select the Add Content step when creating a new package.
The Add to Package window opens, allowing you to collect objects to add to the package
2. Use the paste icon or the add objects icon to add one or more initially selected objects to the table. Use the remove icon to remove an unwanted object. For more information, see Initially Selected Objects Table.
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Working or private copies of objects are not included in a package. Only the checked in version of an object can be included. If a working or private copy of an object is included in a package, the package cannot be locked until the object is replaced or the content is refreshed. If a working or private copy of an object is included in a locked package, the working or private copy will not be included in the delivery contents.
3. Click the Configure link to choose additional collection options. After collection options, configuration specifications, and filters are set, the Rule Configure field updates to say Rules have been updated. For more information, see Collection Options.
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There must be at least one object in the Objects table to specify collection options.
4. To preview the objects collected using the collection options you set, click the Preview Collection button. The Preview Collection window opens, displaying both the initially selected and collected objects for the package.
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You can only collect objects to which you have access. If you do not have access to all objects in the structure, another user should set the collection rules or refresh the package content prior to locking the package.
5. Click OK to add the objects to the package, save the collection option changes, and close the window.
Any new package content objects appear in the Package Content table.
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When dealing with large data sets, collecting objects using managed collections and grouping one or more managed collections in a package can make the package content creation process easier, particularly when dealing with complex collection requirements. This practice is also helpful when the same initially selected objects are needed, but different collection rules and configuration specifications are required. For more information, see .
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