Import/Export Documents

Export files

When you export documents, the selected export directory will be memorized and offered for selection when calling the function again.

When exporting documents the selected export directory will be memorized and offered when you call the function again.

 

By default, the parameter Document(s) in the database is set to Do not reserve. If you change it to reserve by clicking on it, the corresponding document is reserved in the HELiOS Desktop. This means that the document can no longer be edited by other users until further notice.

If the user who exported and reserved the file reloads it (changed) into HELiOS, the reservation is cancelled. The prerequisite is that it is really a version of the same file (with unchanged file name, etc.) and the same logged in user.

 

You have the following options under File name(s) defined by to define the name of the exported file:

• Settings in sys\hel_fileexport.ini: The name of the file to be exported will be generated by an .ini file (see below).
• Individual specification: After confirming with OK you can enter a name of your choice.
• From CAD interface: If the file is a CAD file, the name used in the CAD software (AutoCAD, Inventor, SOLIDWORKS) will be applied.
• If you activate the Sub-documents from CAD structure checkbox, all required individual documents of the CAD structure (sub-assemblies, single parts, XRefs) will be exported. To enable a subsequent loading of an assembly with its associated parts, the option From CAD interface must have been activated. For the export of documents which do not support this option, this will have no effect. For multiple selections, the activated option will only affect those documents for which a complete export is possible.

If you have the name generated by the system file sys/hel_fileexport.ini (which can be opened and edited after clicking the Load button), please note the following:

 

The first line of the file will look as follows:

[FileExport_GenFilename]

and must not be changed.

 

Listed below are lines either beginning with ATTR or FIX. Please note that ATTR needs to be followed by an attribute name, FIX by a fixed sequence of characters.

Example hel_fileexport.ini

[FileExport_GenFilename]

FIX = EXP_

ATTR = HEL_DOKUNUMMER, FIRST:4, LENGTH:5

FIX = _

ATTR = HEL_BLATT

FIX = _SICH

If 'FIRST:x, LENGTH:y' can be found after 'ATTR = Attributname', exactly y characters, beginning with the xth character, will be taken over from the attribute value of the specified attribute name. If there is only 'FIRST:x', the attribute value will be completely taken over, beginning with the xth character.

Example: If the document number is 'ZN-0001abc' and the sheet number is '1' , the generated file name will look as follows:

EXP_0001a_1_SICH.txt

The file extension will be taken over. If a file with the same name already exists in the selected directory, the suffix _001 will be added (and counted up if this suffix also exists already).

Please note that only attributes of the document can be transferred here, but no attributes of the (possibly linked) article.

If the Suppress dialogue checkbox at the bottom of the window is activated, all export operations under the logged in user will be performed in the future with the last set options. The dialogue for saving the file opens directly, i.e. without the previous dialogue for the export options.

 

Please note:

If the logged on user has no write permission for a document, a corresponding message will be displayed and the export will be cancelled.

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Import files

The import of files can be executed, as the export process, via an INI file (sys/hel_fileimport.ini).

Please note the following important difference:

In the field for the attribute names, i.e.  'ATTR = Attributname' it cannot be specified which part of the attribute name is to be considered. Instead, the whole string will be searched in the database as the attribute name and will be overwritten. 

Example hel_fileimport.ini:

[FileImport_GenFilename]

FIX = EXP_

ATTR = HEL_DOKUNUMMER

FIX indicates the part of the file name that can be ignored during import.

'EXP_ISD00002.SZA' will be converted into 'ISD00002.SZA' during import. Thus the file 'ISD00002.SZA' will be searched in the database and will be overwritten.

In order to import several files, select Input > Serial input > Import. Here the files that already exist in HELiOS will be overwritten by the imported files, taking the relevant configuration into account.

Documents • Functions for the Active Document - Context Menu