COE2010 Razorleaf SmarTeam Attribute Mappings for Word and Excel
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Data and file contents can be moved between ENOVIA SmarTeam and Microsoft Word and Excel. View this presentation to learn how to create attribute mappings for SmarTeam with Word and Excel.
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COE2010 Razorleaf SmarTeam Attribute Mappings for Word and Excel
- 1. ENOVIA SmarTeam Attribute Mappings for Word and Excel Brian Olsen - Razorleaf
- 14. Example Report - Word Sample Mapping Document TR-19.doc
- 15. Sample Report - Excel Sample Mapping Document TR-19.xls
- 16. Our Example Data to Map Description Name in Application Mapping Group Type Mapping Direction SmarTeam Attribute (Type) Document Title Title Summary Information Project Name ProjectName Custom Property Project Number ProjectNumber Custom Property Document Reviewed By ReviewedBy Custom Property Document Review Date ReviewedDate Custom Property Revision Letter of Document Revision Custom Property Pass Fail Status PassFail Bookmark
- 19. Our Example Data Mapping Direction Description Name in Application Mapping Group Type Mapping Direction SmarTeam Attribute (Type) Document Title Title Summary Information Project Name ProjectName Custom Property Project Number ProjectNumber Custom Property Document Reviewed By ReviewedBy Custom Property Document Review Date ReviewedDate Custom Property Revision Letter of Document Revision Custom Property Pass Fail Status PassFail Bookmark
- 22. Our Example Data with SmarTeam Attribute Description Name in Application Mapping Group Type Mapping Direction SmarTeam Attribute (Type) Document Title Title Summary Information Description (Text) Project Name ProjectName Custom Property Project name (Text) Project Number ProjectNumber Custom Property Project Number (Text) Document Reviewed By ReviewedBy Custom Property Reviewed By (RTC) Document Review Date ReviewedDate Custom Property Reviewed Date (Date) Revision Letter of Document Revision Custom Property Revision (Text) Pass Fail Status PassFail Bookmark Pass Fail (Lookup)
Hinweis der Redaktion
- At a client a few months ago They create a series of testing reports that are vital to their business As projects progress, they perform physical testing on samples of what they will be delivering Their business requires that they run many tests throughout a project life cycle The results of each test are summarized in a Word or Excel report The reports are tedious to create They wanted the reports stored in SmarTeam They wanted a solution to make the reports less tedious to create A sample report is in front of you Their solution turned out to be a combination of Word and Excel Automation and Attribute mapping. This session will go through the development of the solution through a hands on example with these objectives
- Before we go any further, I would like to show you the working solution From Smarteam Find the mapped document Update the profile Card Open into Word Update the Word Document Check it Back in From Word Open a template Save As new file Save in ST Key in data Update Doc Show Mapping Results
- Lets talk about file properties for a few minutes In the My Documents is a folder called TR-19 Attribute mappings Right click on one of the word docs and select properties Open the Document Find the same tables in the File Properties I mentioned that part of their solution included Word / Excel Automation. I am referring to the use of file properties in an Office document This automation has nothing to do with SmarTeam. Provides the capability to enter information in one location (file property) and have that information be displayed in the document
- >To use a file property in the body, header, or footer of a document, use the following procedure Select a location Select Insert / Field Select Doc Properties Select an Attribute from the list
- >To use file properties in Excel is a little trickier. It requires the use of a macro. Open the Sample Excel document The summary and custom properties are set the same as the Word Document To use the attributes a formula is required The Macros define the use of the fomulas In a cell key in the formula Hit F9 to update
- > As I said earlier, we can map to file properties, Word bookmarks, and Excel Ranges I just highlighted file properties and how they can be used in a document (we have not yet talked about configuring the mapping) Now I would like to talk a little about Word bookmarks A bookmark identifies a location in a file with a name. Just like a real bookmark identifies a page in book - * Use of bookmarks for attribute mappings are probably not the best choice if they are going to be used to push information into SmarTeam They can be difficult for the user to work with * What is great about mapping to bookmarks is that the document is updated automatically with a SmarTeam save There is no update fields or F9 required to update the document like with the use of File Properties
- > A range in excel is similar to a bookmark in Word. It identifies a cell (or location) with a name - * * Unlike file properties, there is no macro required to mappings to ranges
- So far we have talked about Word and Excel and how to use file properties in a file How to create bookmarks How to create ranges I have not talked much SmarTeam yet To better frame the SmarTeam discussion I would like to better frame the example
- From the sample documents that I showed, the following information will be displayed in the file and stored in SmarTeam Over the next few slides, I will be completing the remaining columns of this chart Then we will use this chart to setup the mappings
- > We have figured out what information we are going to map And what mapping mechanism will be used (file property, bookmark, etc) Now lets talk a little about mapping direction Remember earlier I said that attributes can be mapped in one direction or two Take the document title attribute, we can decide whether the user should fill out the title in the application or on the SmarTeam profile card If the user is going to complete the title in the application, then we will setup the mapping from the application to smarteam There are some attributes that should only be mapped in one specific direction SmarTeam controlled attributes should only be mapped from SmarTeam to the application Examples of SmarTeam attributes are Revision, creator, state
- A couple comments on bi-directional mapping Bidirectional mapping means that the user can either fill out the value in the application or SmarTeam This can be Confusing
- In our example, we are going to map some from SmarTeam to the application and some are bi-directional
- Now we know what values we are going to map to the document We know what direction we are going to map in Now lets talk about what SmarTeam attributes will hold the mapped values and how the attribute type factors into mapping An attribute can be one a few different types Text value Lookup list value Reference to class Boolean (checkbox) Depending on the attribute type, there are different implications, particularly regarding the direction of mapping Text attributes can be mapped in either direction. Either fill them out in the application or in smarteam and map to the other. Lookup list values can only be mapped from SmarTeam to the application Department Lookup list with purchasing, mfg, eng that will be mapped. A user can not fill out the department in the application and have the lookup list value be selected. The user must select the value from Reference to class values can only be mapped from Smarteam to the application Boolean values can be mapped in either direction, but it is a little tricky
- They have already been added to this data model
- Here is the completed chart showing The description Name in the application Mapping type Mapping direction And the Smarteam attribute and type
- So far we have talked about using file properties in office files, how to create bookmarks and ranges. We have defined what will be mapped, what direction and what attributes. Now talk about how to configure the mappings in SmarTeam To configure the mappings, the Administrator tool Integration Tools Setup is used
- This is the interface where the work is done