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You can create a group under the root node or under any group with the following properties:

  • Name

  • Description

  • Category

You can assign a property set and enter values to the properties for a group. By default, the group does not have any tags. You have to create tags within a group. For more information about tags, refer Tag Functions.

Note Note

  • Groups with same name cannot appear at the same level.

  • Any changes, except a change in the translation language change must be approved by an Approver. Only on approval, the changes for that particular group are visible in the Plant Information Catalog immediately.

End of the note.

Features

The following functions are available:

  1. Create Group

  2. Update Group

  3. Rename Group

  4. Copy

  5. Cut

  6. Paste

  7. Delete

  8. Synchronize

The group has the following additional features:

  • Operation: Displays the following status of the group:

    • New

    • Edit

    • Marked for delete

    • Locked for Approval

    • Locked by <username>

    • Locked for Editing

    The above mentioned statuses of the group are different for different users in the Catalog Administration screen. For example, if user 1 has created a new tag, then the status of that tag in the user 1's screen is New and for the other users, the status is Locked.

  • Category: Displays the type of the groups. For more information, see Category.

  • Description: Displays the description of the group.

  • Namespace: Displays the path of the group.

  • Sync Status: Displays an indicator besides each groups indicating that the associated property set or category is not updated with the changes.

Activities

Creating a Group

To create a group under a root node or an existing group, do the following:

  1. Choose   Catalog Services   Plant Information Maintenance.  

    The Plant Information Catalog screen appears.

  2. Select the root node or a group.

  3. Choose   New   Group.  

    The Create New Group screen appears.

  4. Enter the name, description, and category in the relevant fields.

    Note Note

    The Group Name field does not allow space and “/” characters.

    End of the note.

  5. On the Properties tab, choose General.

    The details of the group appears. You can edit only the Description and Search Keywords field.

  6. On the Properties tab, choose Property Sets.

    1. To add a property set to the group, choose Add.

    2. From the Property Set column, choose a property set from the F4 help.

      The Property Sets screen appears.

    3. Select any property set.

      The Edit Properties screen with the properties and their default values appears. You can also enter your values to the properties in the Value column.

      Note Note

      You can edit the values of a property set by choosing Edit Properties.

      End of the note.

    4. Choose OK.

    5. To delete the property set, select a property set and choose Delete.

    Note Note

    An indicator in the Master Updated column appears when the values of the properties are changed in the property set. Choose Synchronize to update the changes.

    End of the note.

  7. To customize the group with your values, choose Custom from the Properties tab.

    1. Choose Add.

    2. Enter the property name and value.

    3. Choose Save.

    Note Note

    To delete a property, choose Delete.

    End of the note.

  8. You can choose the translation language and description from the Translation tab. To do so:

    1. Choose Add.

    2. Choose the language from the drop down list.

    3. Enter the description in the Selected Language field.

  9. The log tab provides the following details:

    • Created On

    • Changed On

    • Created By

    • Changed By

    • Change List

A new group with the specified properties is created under the root node or the selected group.

Updating Group

You can update the following details of a group:

  • Description:

  • Language:

  • Search Keyword:

To do so:

  1. From the Plant Catalog tab, choose   Edit   Edit.  

  2. Choose the relevant tab and edit the fields from the Properties and Translation tab.

  3. Choose Save.

Renaming Group

  1. Select a group.

  2. Choose   Edit   Edit   Rename.  

Note Note

You can rename the groups only if the status is Open. On renaming a group, the old group will be marked for delete and the new group will be created with status New.

End of the note.
Cut, Copy and Paste Group

To cut or copy a group, select the required group and choose the relevant tab from the Edit field.

To paste the group, do the following:

  1. Select the required group to which you want to paste the cut or copied group.

  2. From the Plant Catalog tab, choose   Edit   Paste.  

Note Note

The groups that are cut and copied will be marked for delete. The pasted groups will have the status New.

End of the note.
Deleting Group

  1. Select a group.

  2. From the Plant Catalog tab, choose   Edit   Delete.  

The group along with the children (groups and tags) is deleted.

Importing Plant Tag Catalog

  1. Select a node.

  2. From the Plant Catalog tab, choose Import.

    The Import Catalog screen appears.

  3. Browse for the XML document.

  4. Choose OK.

Note Note

For more information about importing, see Plant Information Maintenance.

End of the note.
Exporting Plant Tag Catalog

  1. Select a node.

  2. From the Plant Catalog tab, choose Export.

    The File Download screen appears.

  3. Choose either Open or Save.

The selected contents are available in the XML.

Synchronize

  • Choose Synchronize to update changes on a single group.

  • To update all the groups and tags simultaneously, choose Synchronize All.