Create or update publishing pages in batch mode

Procedure

1. Select one or multiple lines in a structure.

These objects are typically processes, operations, items, or activities that can have publishing pages associated with them. You can select one or more Teamcenter objects for direct batch processing or specify that each object is to be treated as a root object and its children traversed.

2. In Manufacturing Process Planner, choose Advanced → Publish Batch.

Teamcenter opens the Publish Batch dialog box.

3. Enter the parameters for the Set Role and Scope step.

Select the paste relation used between the new page and its associated end object from the Publishing Page Role list.

The roles available are set in the TCPUBLISH_BATCH_ROLE preference. This information is required.

Select the type of action you want to perform from the Batch Task section.

Select Create and Update to initiate a create task with an update option. The batch task creates pages where they do not exist and updates pages that do exist.

Select Update Only to only update existing pages.

Specify the scope of the page creation in the Batch Process Scope section.

Select Process entire structure to have the create task traverse the entire structure of each selected structure, even if a child line of a structure is selected.

Select Process selected lines to create a page for the selected object(s) only. If you want to create a page for the selected object and all its child objects, additionally select Process selected lines substructure.

4. Enter the parameters for the Set Update Parameters step.

Select Update All to:

Generate all missing pages. Teamcenter generates a new page for each new object it encounters.

Update populated assets. Teamcenter checks that all assets display the most current data.

Populate unpopulated assets. Teamcenter associates data with any empty assets.

Process all asset types. Teamcenter performs these activities on all asset types found in the work instruction.

Select Selective Update Options to only perform specific update actions.

5. Associate classes with templates in the Select Types and Templates step.

The Mark class types to process list displays the types of objects that can have publishing pages associated with them. The Mark templates to be used with list contains templates that you associate with a class or type by selecting both the class and the template. If you select None in the templates list, the class or type is not processed. A type level association overrides the class level definition.

6. (Optional) Add more templates to the templates list.

Click Add Templates.

Type a template name in the Template Name box.

Click Search by Name to search in the database for a template or Search by Class to search the classification hierarchy for a classified template.

(Optional) If you are going to use this template repeatedly, add it to a favorites list by clicking Add to Favorites.

Do one of the following:

Click Add to add the current selection to the Mark templates to be used with class/type list.

Click OK to close the dialog box and keep changes to the favorites list.

Click Cancel to close the dialog box without keeping changes to the favorites list.

7. (Optional) Enter the parameters for the Define Portfolio Parameters step.

A portfolio is a container for work instructions. You can use portfolios to store document structure information, print multiple publishing pages, and export portfolio contents to HTML.

Select Generate a Portfolio.

Type a name for the portfolio in the Portfolio Name box.

Type a description of the portfolio in the Portfolio Description box.

(Optional) Select Use a template to select a template from the database.

For more information about using templates, see step 6.

8. Enter the parameters for the Schedule the Batch Process step.

You can schedule the batch process for a specific date and time.

Select Immediate to initiate the task at the current date and time. Clicking Finish on any page without previously selecting scheduling parameters also initiates the task immediately.

Select Scheduled to select a specific start date and time.

Select Periodical to schedule a task that recurs at a specific date and time. You can specify a recurrence pattern on a daily, weekly, monthly, or yearly basis.

9. Click Finish.