Data Management Capabilities > Using Packages to Import and Export Data for Offline Collaboration > Create Delivery > Deliveries > Creating and Editing a Delivery
Creating and Editing a Delivery
Prior to sending a package to a recipient, you must create a delivery. Each package delivery can be sent to a specific recipient identified when the delivery is created. A locked package version can be delivered to any number of recipients, and it can be delivered multiple times.
When creating a ZIP file for a recipient of a package, technical data package, CDRL package, or SDRL package, different access control options are available for Windchill user recipients and non-Windchill user recipients. If your site has security labels enabled and the recipient is not a Windchill user, a set of security label values can be defined as a filter used when creating a ZIP file. If the delivery recipient is a Windchill user, the ZIP file can be filtered by the permissions of that user.
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Once you have created a delivery using the steps below, you can use the same steps to edit the delivery by selecting the Edit from the delivery information page or clicking the edit delivery icon on the Deliveries table. The Edit Delivery window will appear, containing all the same fields available for creating a new delivery. Once you have sent the delivery, however, the Edit action will no longer be available.
For more information, see .
The new delivery action is available from the Deliveries tab on a package information page and from the row level actions menu on the Packages table. To deliver a package:
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If your site has security labels enabled, you may see the Set Security Labels step. By default, a delivery has the same security label values initially displayed as the package for which it was created. If your site has an object initialization rule with attribute constraints that sets the default security label value of a delivery, the value will be displayed as specified by the object initialization rule rather than the value set on the package for which the delivery was created.
1. Define Delivery
Fill in the appropriate attributes. Depending on your settings, some of the following attributes might be automatically generated.
Attribute
Description
Number
Enter the unique number identifying the delivery. Depending on your site configuration, the number might be automatically generated.
Delivery Medium
Select one of the following mediums through which to deliver the package:
• CD
• Compact Flash
• DVD
• Disk Drive
• Email Attachment
• Email Link
• FTP
• Magneto Optical
• Memory Stick
• ProjectLink Project
• Removable Media (JAR, ZIP)
• Tape (DAT, DLT, ALT, LTO)
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Each delivery medium has a size limit that is set by your administrator using the Delivery Medium File Size preference. For more information, see Setting Package Preferences.
Planned Delivery Date
Enter the date on which the package should be delivered, or click the calendar icon to select a date.
Delivery Service
Select one of the following (if applicable):
• DHL
• FedEx
• TNT
• UPS
• USPS
Tracking ID
Enter the tracking number associated with the delivery mediums or services (if applicable).
2. Set Recipient
Fill in the appropriate fields to specify the package recipient.
Fields
Description
Recipient Name
The name of the recipient. To define a Windchill user as the recipient, use the find icon to search for the required user from the organization. When you choose a Windchill user as the recipient, the Organization, Recipient Email Address, and Shipping Address and Contact fields are automatically populated and the Send Email Notice checkbox is selected.
If the user to whom you are sending the delivery is outside of your organization or is a non-Windchill user, enter that recipient's name and contact information manually.
If the delivery is for a package, technical data package, CDRL package, or SDRL package, selecting a Windchill user provides different security options when creating the ZIP file for the delivery than selecting a non-Windchill user. For more information, see Security Options.
Organization
Enter the name of the organization to which the package recipient belongs, or use the find icon to search for organizations.
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This field is automatically populated if you enter a Windchill participant as a recipient.
Shipping Address and Contact
Enter the shipping address of the package recipient.
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This field is automatically populated if you enter a Windchill participant with a stored postal address as a recipient.
Recipient Email Address
Enter the email address of the package recipient.
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This field is automatically populated if you enter a Windchill participant with a stored postal address as a recipient.
Recipient Instructions
Enter instructions for the recipient of the package.
Send Email Notice
Check this option to send an email notice to the recipient when the package is ready. This checkbox appears when a recipient email address is present.
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This email notice will be sent when the package is sent, not when the delivery is created.
Subject
Enter the subject of the notification email. This option appears when a recipient email address is present.
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This field is prepopulated with the text identifying the package; however, it can be changed.
3. Set Sender
Fill in the appropriate fields to specify the sender of the package.
Fields
Description
Sender
Enter the name of the user who is sending the package.
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This field will be automatically populated with the name of the user who initiated the Deliver Package action. However, it can be changed, allowing you to make a delivery on behalf of another user.
Contact Information
Enter contact information for the user sending the package.
4. Click Finish to save your delivery and close the New Delivery window.
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