Function documentationDocument Structure

 

In the Document Structure view, you see the document structure of the CAD object that is currently active or of a different document info record with a single-level or multi-level document structure in a tree structure.

In this view, you see the following data:

  • Valid document items

  • Drawings that exist for a model if you have selected the Display Drawings display option

Features

In this view, the following functions are available:

  • Selection Functions

    • Select All

    • Deselect All

  • Refresh

    The system reads the changes made by all users to document info records and document structures since the last refresh, and displays the most current version.

  • Document: Display or Change

    You use these functions to navigate to the display or change screen for the selected document.

  • Document: Delete

    The system physically deletes document info records in the document management system. Checks are performed to ensure deletion is permitted. For example, a document info record cannot be deleted if it is contained in a document structure.

  • Document: Set Status

    The system evaluates the common successor status of a list of selected document info records. Once you have selected one of the statuses, the system changes the status of all selected document info records to that status.

  • Document: Add to Document Structure Browser

    If the document browser is active, document info records can be added to the selected directory of the document structure browser.

  • Show: As Saved, Latest Versions, or Released Versions

    If you use this function, the system retrieves the document structure according to the following show criteria:

    • As saved in DMS

    • The latest versions of the documents

    • The released versions of the documents

    You can set the value of this function in Customizing parameter EDESK_LOAD_OPTION. The default value is As Saved.

  • Original: Restore Last Check-In

    If you have made changes to an original in your local working area, but you decide not to make these changes valid, you can reproduce the status of the previous change by using this function. The file that you last checked in is valid again. The locally-changed file is still available.

  • Original: Display or Change

    In the CAD system, you can display or change originals that were checked in and have document info records.

    If you choose these functions, you load data from the SAP system into the CAD system.

    In doing so, E-desktop determines all dependent document info records, for example from a document structure, that must be considered as well.

  • Original: Display Lightweight

    The system evaluates the structure in the document structure view and if a lightweight file exists, it is displayed instead of the CAD original. If there is no lightweight file available, the system transfers the CAD original instead.

    As a prerequisite, in Customizing you must set Lightweight CAD Original when you maintain the applications for the corresponding CAD System and User Group. The lightweight CAD file must also have been added to the document info record by CAD integration or manually.

  • Original: Display or Change Incompletely

    You can use these functions to display or change parts of a CAD model. That is, you can change selected document info records without having to load the entire model to the CAD system.

    When you select multiple document info records for Display, the system evaluates the common parent and the document structures of the selected document info records, and they are all transferred.

    During Change, the selected document info records are also checked-out.

  • Functions for Materials

    • Create

    • Create in Background

      If you create the material in the background, the system reads the attributes to be assigned from Customizing.

    • Display

      You can display the linked materials for the selected document info record. If only one material is linked, then it is displayed directly. If more than one material is linked, then you get a selection.

    • Change

    • Assign

    • Select Material Link

      You can link a material to a selected document info record. Several links are possible; the system marks the first link with the CAD-Relevant indicator. If a material link with this indicator already exists, then this indicator is retained.

  • Functions for Material BOM or iPPE Variant Assembly

    In Customizing, you define whether you want create iPPE variant assemblies or classic material BOMs with E-desktop. Depending on this setting, the corresponding functions listed below are available to you:

    • Functions for Material BOM:

    • Functions for iPPE Variant Assembly:

      • Create/Refresh

        The system creates variant assemblies in the background, you cannot make any further settings.

      • Display

      • Change

  • Product Assembly: Display or Change

    You can use this function to view and change components you have created with the iPPE Variant Create/Refresh function.

    Note Note

    To use this function, your iPPE model must be compliant with Product Structure Management and vice versa.

    End of the note.

  • Display in Document Structure

    You use this function to switch to the Document Structure view and display the selected object with the structure there.

  • Replace in Document List

    You use this function to switch to the Document List view and replace the old document list with the new one.

  • Add to Document List

    You use this function to switch to the Document List view and add the new items to the old document list.

  • Where-Used List

    You can execute a version-dependent or version-independent where-used list of documents for all object types.

    If you select a document, and execute the where-used list, the system displays the results in the document list.

  • Display Options: Display No Drawings

  • Display Options: Display Drawings (Version-Based)

    The system only displays drawings that belong to the displayed version of the document.

  • Display Options: Display Drawings (Versionless)

    The system displays drawings for all versions of the document that is currently displayed.

  • Display Options: Display Classification

    If this display option is set, the system retrieves all characteristics and the values of the document info record and displays them in the view. New columns are created.

    If the Customizing parameter EDESK_CLASSIFICATION is set, this display option is always turned on by default.

  • Display Options: Display References

    If this display option in the document structure view is set, the system shows all external references and exchange assemblies that are saved with the current document structure in DMS.

    If this option is not set, external references and exchange assemblies will not be displayed.

    In addition, if the Customizing parameter EDESK_EXCL_REFERENCE is set, not necessary references (relationship type “y” or “Y”) will always be excluded. (See also External References).

  • Display Options: Display Suppressed Components

    If this display option in document structure is turned on (default), suppressed components will be displayed in the document structure view.

    The Customizing parameter EDESK_SUPPRESSED_CMP controls whether all components are transferred to the CAD system during Display Original or Change Original, or whether only the header of a suppressed structure is transferred.

    See also Suppressed Components.

  • Show in Detail Area: Image Preview

    You can display a preview of original files in all views of E-desktop in a separate screen area.

  • Show in Detail Area: Document Browser

    You can use this function to display the document browser in E-desktop. It will appear on the right-side of the window, where the EDIPUBLICROOTFOLDER and the private folder (if it exists) can be accessed.

  • Copy to E-Desktop (from Document Structure Browser)

    If the document browser is active, document info records can be copied from the document structure browser to the document structure view or document list view of Engineering Desktop.

  • Hide / Unhide General Data

    You can use this function to hide the General Data area.

  • Integrated PLM Search (Quick Search and Advanced Search)

    The PLM search (including classification search) is fully integrated in E-desktop.

    The key words can either be inserted into the search line and the result appears in a popup, or the advanced search can be called directly in a popup. The results can be exported to document structure view or document list.

    The same search is available for the Assign Document to Product Item Variant function.

  • Integration to BCV

    Like other areas of PLM, Engineering Desktop is integrated to BCV. No standard content is delivered for document info records.