You can copy a parent file with all its references to create a second instance unrelated to the original.
For example, you can copy an assembly file to use as the basis for a new product. Copying a file with references lets you reuse all the related parts and drawings without having to recreate the data.
If you copy, move, or rename a part or assembly, Enterprise PDM records the new relative location of the associated files when you check them in. This applies to relations between assemblies, subassemblies, drawings, and parts.
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Select the parent file and click .
A dialog box appears to let you specify how the copy is performed. For a description of the options in the dialog box, see Copy Tree Dialog Box.
- Select whether the files should be copied to a folder or a compressed archive.
- Click Browse and navigate to the destination folder.
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To change the names of copied files:
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Select the files to rename from the file list.
- Click Transform.
- Select the kind of transformation to be performed.
- In the dialog box that appears, specify the change and select whether all files or only selected files are renamed.
If serial numbers have been defined by your administrator, you also have the option to rename using serial numbers.
- Click OK.
To verify that a transformation has the desired effect, view Target path in the file list. Click to revert to the original names.
- Set the remaining options.
- Select which version of references to use.
- To check in files as part of the Copy Tree operation, click Check in files with comment. Optionally, specify a check-in comment.
- In the file list, under Copy, select references you want to copy.
By default, references to Toolbox parts and references in folders two or more levels up from an assembly are not selected. References in the same folder and subfolders to the assembly/drawing are selected.
- Click Copy.
The newly copied parts start with a new version history.