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Data Package automation by customization

ArjenBlok
7-Bedrock

Data Package automation by customization

The Data Package functionality is a perfect way to share information with external parties. The creation of data packages is however labor intensive, especially when it comes to predefined (fixed) package content. Therefore we are look for customization to automate steps in the creation of Data Packages and defining Deliveries.

Steps we would like to automate are:

  • Apply table views to filter package content
  • Lock the package and defining file extensions to include/exclude
  • Creation of a delivery (Recipient Name is known as an attribute at the data package)
  • ZIP Package for Delivery
  • Set security labels at the Delivery based on the most severe security label of content in the ZIP file.
  • Sending the package
  • Sharing the created ZIP file to a ProjectLink environment (known as an attribute at the data package)

Anyone having experience with solving any of the issues mentioned? A code examples would be very helpful.

ACCEPTED SOLUTION

Accepted Solutions
LoriSood
22-Sapphire III
(To:ArjenBlok)

There are several articles available regarding the customization of Windchill packages:

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS185103

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS157909

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS150781

This doesn't cover all of the functionality you mentioned, but it is a start.

View solution in original post

4 REPLIES 4
LoriSood
22-Sapphire III
(To:ArjenBlok)

There are several articles available regarding the customization of Windchill packages:

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS185103

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS157909

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS150781

This doesn't cover all of the functionality you mentioned, but it is a start.

Thanks Lori, we will investigate!

mbarbosa
6-Contributor
(To:ArjenBlok)

Hi ArjenBlok,

 

We have a similar requirements as you describe on your initial question, you was able to achieve all your needs?

 

For now we need to evaluate the effort to perform the below activities:

1. Streamline the Package creation and shipment process by removing unnecessary steps/choices

  • When locking a package, all types shall be locked automatically; the option to lock only selected file types shall be removed
  • When creating a delivery, it shall be zipped automatically

2. Add configuration options to allow the following:

  • Select which secondary representation files are included (e.g. only PDF but not DWG, or both, or none…)
  • Include only representations, but not CAD native data (please also test OOTB behavior with CAD objects in "initially selected" list, and selecting include representations but not CAD data)

3. Allow renaming files included in the package

  • Based on attributes (title, revision, customer number, customer revision).
  • It must be possible to define the rename pattern when creating the package.

4. Include Transmittal Report in the package in both Excel and PDF format

  • To be generated according to a provided template (with pre-defined attributes/columns).
  • Transmittal must show the renamed filenames.
  • Nice to have: also allow selection of attributes to be included in the Transmittal Report (from UI at package creation, or pre-defined through preference…)

5. Implement reporting capability for delivered Packages

  • From an object list as input (e.g. all data in a project) generate a report returning the exhaustive inclusion of such objects in already delivered packages, considering all versions of the input objects, all recipients, etc.

Do you think it is feasible to achive all this requirements?

Hi Lori,

We are evaluating a means of sharing data  to suppliers . We would like to collect a specific configuration (Say, Baseline) of part and share it to supplier.

The question is that.,

Can you share Packages to Project?

It seems to be not an option in OOTB. We are using WC 11.0 M020.

Thanks

Hari

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