Working with Attachments

About Attachments

From the Results Page or from the Bulk Update Page you can work with attachments associated with items or classes/categories. The topics covered in this section are:

Before you can attach file to an item, you must complete these tasks to create an Attachment Vault.

  • Configure an Attachment Vault

  • Define Alias Variables

    • Make sure the Image Server Host and Image Server Port entries are the same as the Appserver Host and Appserver Port entries.

    • Make sure the entry for the DEF_HOST variable in the Alias Variables class is the same as the entry for Appserver Host.

    • Make sure the entry for thetr DEF_BASEPATH variable in the Alias Variables class points to the same server and the path is correctly mentioned.

    • Make sure the files specified in the Graphics class are located in the DEF_BASEPATH directory.

  • Configure Viewers

  • Automatically attach, define and store files

    OR

    Manually define a file or a URL, and Manually attach a file or a URL.

 

After completing these tasks, you can:

  • Add an attachment to a class or item

  • Create a new attachment

  • Detach an attachment.

    Note: Attachments are associated with a class or an item in a class.

  • Note: The attachments capability available in CES HTML Client is completely different from the attachments capability available in the VPM Lifecycle Navigator and the VPM Navigator applications.

Creating a New Attachment

This task explains how to create a new attachment and attach it to an Item in a class or to a class:

  1. Locate the class containing the item to which you want to add a new attachment, using Power Search or Viewing Items of a Class.

  2. From the Results Page, check the box to the left of the item to which you want to add a new attachment and click Functions > Attachments. The Attachments window appears.


     

  3. To create a new attachment, click Create New.


     

  4. In the Attachments Page, browse to the location of the file to attach. Enter a title for the attachment and indicate whether to add the attachment just to the selected item, or to the class/category to which the item belongs. Click OK.

Adding an Existing Attachment

This task explains how to add an existing attachment:

  1. Locate the class containing the item to which you want to add an existing attachment, using Power Search or Viewing Items of a Class.

  2. From the Results Page, check the box to the left of the item to which you want to add an existing attachment and click Functions > Attachments. The AttachmentPage appears.

  3. To add an existing attachment, click Add Existing. The AttachmentSelectorPage appears.

  4. Enter the type of attachment you want to find in the Graphics Type box, either directly, or using the drop-down list and selecting Lookup Valid Values. Click Search to find the available attachments.

  5. Select the desired attachment from the list. Click Attach to Item to add the attachment only to the selected item. Click Attach to Category to add the attachment to the class/category that contains the selected item.

Viewing Attachments

This task explains how to view attachments:

  1. Locate the class containing the item for which you want to view an attachment, using Power Search or Viewing Items of a Class.

  2. From the Results Page, check the box to the left of the item for which you want to view an attachment and click Functions > Attachments. The AttachmentPage appears.

  3. Check the box next to the attachment to view and click Open. The attachment opens in the appropriate viewer.