Importing to the Workspace

Integration with Other Applications > Managing CAD Data > Workspace Tools Menu > Importing and Exporting CAD Data > Importing to the Workspace

When the wt.property,allow.revise.and.check.out.on.workspace.import property is set to true, users of the Windchill Workgroup Manager for CATIA V5 can revise and check out CAD documents upon import to the workspace. Import or export of CAD data is only available in Windchill PDMLink or Windchill ProjectLink.

Import of CAD documents and attached files is supported only via the Creo Parametric or Windchill Workgroup Manager embedded browser where the workspace has access to cache (offline workspace not supported).

You can have system-generated CAD document numbers and/or names assigned without a file extension by setting the following server-side preferences to Yes. The default is No (generated numbers and names include the file extension).

Operation > Upload Operation > Upload >

• Drop File Extension From Number

• Drop File Extension From Name

The Import to Workspace page has the following two steps:

1. Select Files to Import

2. Specify Options

You can navigate to a subsequent step by clicking Next. Navigate to a preceding step by clicking Back or clicking the numeral corresponding to a previously completed step.

Select Files to Import

To select objects to import to a workspace, use the following procedure:

1. Select Tools > Import to Workspace.

The Import to Workspace window opens at the first step,Select files to import.

2. The Target Workspace field indicates the active workspace from which you invoked the import and into which the imported objects will be placed.

3. In the Add Dependencies field, set a rule for dependent objects to be collected with any selected objects, either All (default), Required, or None.

4. Click the add object icon

to navigate to objects you would like to import from your local file system. When you have navigated to the object, click Open to add it to the Files table. The Files table lists the files you have collected for import and is described by the following table:

Column	Description
(Select all rows)	Use check boxes to select rows to which to apply toolbar actions. The top check box selects/deselects all rows.
(Object Type Indicator)	Displays object type icon
File Name	Displays object file name
Size	Displays the file size of the object
Last Modified	Displays date and time of last modification of the file
File Path	Displays the directory path to the file to be imported

5. Optionally, select an object and click the remove object icon

to remove the object from the table.

6. Click Next to go to the second step, Specify Options. Or click Finish to initiate the import without specifying options.

Specify Options

The options available in the second step of import can help resolve conflicts with objects in the target workspace or commonspace. Use the following procedure to specify import options:

1. On the Specify Options page, the objects you selected in the first step are listed in the Object List table, which is described by the following table:

Column	Description
(Select all rows)	Use check boxes to select rows to which to apply toolbar actions. The top check box selects/deselects all rows.
(Workspace content status)	(Active workspace only) Displays object local workspace status icon (if applicable)
(Action status)	Indicates if object is set for check out
(General status)	Displays object general status icon (if applicable)
(Status Messages)	Displays status message icon and text message in tooltip (if applicable)
(Object Type Indicator)	Displays object type icon
File Name	Displays object file name
Size	Displays the file size of the object
Last Modified	Displays date and time of last modification of object
Location	Displays the storage location for the object
File Path	Displays the directory path to the file to be imported

2. In the Pick a View menu, you can select from the following alternative views of the Object List table.

◦ All except Family Instances

◦ All

◦ All with Conflicts

3. You can further modify the collected set of objects by selecting objects and using toolbar controls as explained in the following table.

Clicking the reset icon

resets the Object List to its initial state.

You can click Back at any time to return to the Select files to import step.

Control Icon	Action
	Invoke the Set Location window to select a database location for the selected object
	Add the imported object as a new object
	Add the imported object as a modified object
	Reuse an existing workspace or commonspace object of the same name, rather than importing the selected object.
	Check out the selected object upon import
	Revise the selected object upon import
	Excludes selected object from the import. Clicking again (while the same object is selected) re-includes the object.

4. Click Finish to commit the import of the collected objects. The imported objects are populated in the target workspace.