Create a new document discovery pattern - SmartPlant Foundation - IM Update 48 - Help - Hexagon

In the Document Discovery Patterns page, click Create Document Discovery Patterns .

The Create Document Discovery Pattern page appears with the name of the UNC vault paths listed in the Choose File Directory list. If the client runs on the application server, the root directory names are also displayed.

If the check box beside a shared path in the UNC Path page of the Central Settings module is selected, then the name of the selected UNC Path is displayed in the Choose File Directory list. The shared path is displayed as a tooltip when you pause the cursor over the name of the shared path.

Click the Folder icon to open the folder and view the files and folders within it.

Click the folder name to select a folder.

The Level to Start box contains the value 1 and the right pane appears with the folder selected in the left pane. The folder selected in the left pane is considered the first level.

In the right pane, click the Folder icon to open the folder and view the files and folders within it. Alternatively, you can also select a folder by specifying its path. Copy and paste the path of the folder, and click Next.

The Number Of Levels box contains the folder level selected in the right pane and the level of the folder on the right pane is populated with respect to the Level to Start box value, which contains the folder level selected in the left pane. By default, '*' is displayed in the Number of Levels box. If '*' is selected, all files are considered for extraction from all the sub-folders under the selected folder.

Type a specific file pattern in the Manual Pattern box. Alternatively, you can select Choose Files from File Directory option to select a file pattern from a list of unique file names.

Select the Configure using Regular Expression check box, to create document discover patterns using regular expressions. For more information, see Edit the pattern for a file part.

Click OK to view the file pattern in the Document Definition Patterns page.

Select a file part tile, and then do the following to make changes to the file parts:

• Add Part - Allow you to add more file parts.

• Split Part - Allows you to split a file part into two or more file parts.

• Merge Parts - Allows you to combine two or more file parts into one file part.

• Set Part - Allows you to make changes to the file part. Select the File Type part, and click Set Part to select one or more file types.

Select a Document Naming System item from the drop-down list box to assign it to the file part.

A warning message appears when a Document Naming System item is not assigned to one or more of the file parts.

Click Edit Document and Attribute Parts to navigate to the Document Name Parts section.

Add or delete the file parts to set the document name pattern.

You can add and delete constants in the document name pattern.

Click Document Attributes tab to navigate to the document attributes.

Add or delete document attributes to add additional attributes to the documents.

Click Save to save the document discovery pattern.

In the Create Document Discovery Pattern page, type a Name and Description for the document discovery pattern and click OK.