Export to Microsoft Excel

You can use this function to export the entire contents of the view to an external file in the form of Microsoft Excel.

Selection Functions

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.

Remove Row

You can use this function to remove a row from the view; the associated document is not deleted.

Save Geometric Position

You use this function to create geometric instances if there are new ones. (See Geometric Instance.)

Document: Create in Background

You can have the system create documents in the background for selected CAD objects in this view. The system reads, from Customizing, the attributes that are to be assigned.

Document: Create for All in Background

You can have the system create documents in the background for all objects that exist in this view.

If you have selected all CAD objects, the system first expands the structure, then loads all associated drawings and references, and then creates the documents.

If Customizing parameter EDESK_ADD_FILES is set, additional original files can be attached during document creation.

Document: Create New Version

You can use this function to create new versions of documents. The system assigns the current original to a new version. If a user has checked out the current version, the system restores the last check-in first.

If Customizing parameter EDESK_ADD_FILES is set, additional original files can be attached during the creation of document versions.

Document: Create for Material Variant or Assign to Variant

You use these functions to create a new document for a material variant, or link an existing document to the variant.

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:

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

Original: Check Out

If you want to edit or change originals, you can use this function to check out the original files and work on them.

Original: Check In with Structure

When you check in an original file, the system copies the selected document info records with the originals, and a document structure is created. E-desktop checks the dependencies that were transferred from the CAD system to the structure of the CAD model (such as an assembly). If you also have to check in originals that you have not selected, the system displays these in a simplified display in a window.

E-desktop displays only the objects that are to be checked in.

If Update Document is set in Customizing, the attributes will be automatically updated during check-in.

If Customizing parameter EDESK_MULT_INSTANCES is set, multiple instances of one document are allowed for the document structure. If it is not set, the instances are summed up.

If Customizing parameter EDESK_ADD_FILES is set, the attachment of additional original during document creation and check in can be activated.

Original: Check In Without Structure

When you check in an original file, the system copies the selected document info records with the originals.

Original: Save All Changes

All components that are not checked-in will be checked-in (without a structure) and checked-out to save all changes.

If you set Customizing parameter EDESK_SAVE_CHANGES, only the components that were modified will be considered by this function.

Original: Reset Modified Flag

You can use this function to reset the modified flag in E-desktop and in the CAD system.

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.

Original: Display As Saved or Change As Saved

The system retrieves the document structure as saved and transfers the files to the CAD system. If the change function is used, the selected document info records are checked out.

Original: Display Latest or Change Latest

The system retrieves the latest versions of the documents in the document structure and transfers the files to the CAD system. If the change function is used, the selected document info records are checked out.

Original: Display Released or Change Released

The system retrieves the released versions of the document structure and transfers the files to the CAD system. If the change function is used, the selected document info records are checked out.

Selection Variant: Save, Save As, or Delete

Functions for Materials

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:

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.

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.

Search PVS

You use this function to search for product variant structures and load them in the configurable view.

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: Reload Drawings

You can use this function to reload drawings that belong to a specific document. The drawings do not need to be open in the CAD system.

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: Reload References

If this display option is set, the CAD integration delivers all external references (see section CAD-Specific Objects) that are currently loaded with the main assembly in the CAD system and displays them in the assembly view.

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.

Product Structure: Display

You can use this function to display the product structure in a new screen.

Product Structure: Change

You can use this function to open the product structure in change mode in a new screen.

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.