Exporting a New Project to the DesignStream System

You can only transfer projects to the DesignStream system if they already have a label in the DesignStream system. Once you have designed a project, export it to the DesignStream system as follows:

1. Save the project in either of the following ways:
   • Select File > Save from the menu bar.
   • Press Ctrl+S.
2. Select File > Close Project from the menu bar. The Close Project dialog box opens.
3. Select the radiobutton Check-In to DesignStream. The Check-In to DesignStream dialog box opens.
4. Select the check-in method of the project and the publishing method of the documents in the dialog box.
   • Select Create a new version as the check-in mode.
   • Type a description in the Check-In comment field.

   Check-In to DesignStream Dialog Box

5. Confirm by clicking OK.
6. Click the Close button.
7. If you selected the interactive publishing of documents (WWW Publishing add-on feature), you can select which documents of the project you want to publish in the DesignStream system.

   Publisher

   Click Publish to close the dialog box.

Note

• The project is compressed into a ZIP file and exported to the DesignStream system. The project will be removed from the local project archive. If the project export is not successful for some reason (for example the network connection is down), the project will not be removed from the local archive.
• The information on the project data card is saved in the DesignStream system as the meta data of the product or project. In addition, a description text saved in the project folder can be saved in the DesignStream system. Transferring information from one system to another has been defined with keywords in the PDM keyword group.
  • Saving project data card information as the meta data in the DesignStream system:

    field_alias_proj= "VERTEXBD_FIELDNAME1" "DS_FIELDNAME1"

    For example: field_alias_proj= "NUM_BEDROOMS" "BEDROOM"

  • Saving a text file as the meta data in the DesignStream system:

    field_alias_proj= "FILE.NameOfFile" "DS_FIELDNAME1"

    NameOfFile is the text file in the project folder. For example: field_alias_proj= "FILE.proj_descr" "DESCR".

• When you want to modify the project, check out the project from the DesignStream system to your own workspace.
• When implementing the DesignStream system, the existing projects can be batch-transferred to the system, see Batch Transfer of Projects to the DesignStream System.

Check-In to DesignStream Dialog Box
Checking Out a Project from the DesignStream System
New Project Label from the DesignStream System
Batch Transfer of Projects to the DesignStream System
Creating an XML Transfer File of Materials
Editing Keywords