Enter Repository Location

Explanation

Use this activity to create and maintain the location where electronic document files are stored. Locations of type Database, FTP, Shared and File Storage can be registered. You can enter more than one location for each document class. When specifying a value for the 'Path' the following rules apply.

This activity can be performed by adding a record in Repositories page in EDM Basic. You can enter a repository ID, repository type, path and address if applicable and define the status of the repository.

The status for a repository will be either 'Usable' or 'Generating'. Generating is the location where all new document files are stored. A given document class can have only one location in 'Generating' status; all other locations must be set to Usable.

You can transfer documents from one repository to another using the Transfer Documents command. Documents can only be transferred from repositories which are in Usable status. This functionality is currently available for transfer between Database and File Storage type repositories only.

Note: Do not use the same directory on a disk/FTP address for two or more storage locations that are registered in different databases. This is likely to cause document files to be overwritten.

In the following example, the first and second sites (97-1 and 97-2) are filled. The third site (97-3) is then used when file references are generated.

Repository ID Document Class Document Class Description Repository Type Repository Address Path Repository Port Status
97-1 * FTP 191.10.92.1 /pub/ 19 Usable
97-2 * FTP 191.10.95.2 /pub/ 19 Usable
97-3 * FTP 191.10.97.6 /pub/ 19 Generating
97-4 200 General Shared //myserver/myshare Generating
97-4 100 Drawing Shared //myserver/myshare drawings Generating
97-5 500 Specification Database Generating
97-6 900 Part List File Storage Generating

For more information, go to Topics in IFS Cloud / Create and Maintain Document / Document File Repositories.

Prerequisites

System Effects

As a result of this activity, the documents will be stored in the Generating location, optionally in the path specified for the particular document class.