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PIP-II Document Management: Alternate Method for Saving MS Documents in Teamcenter This is an alternate method for people having difficulties Saving WORD documents in Teamcenter

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Page 1: PIP-II Document Management: Alternate Method for …pxie.fnal.gov/WorDocumentAlternateMetho_toSave.pdfPIP-II Document Management: Alternate Method for Saving MS Documents in Teamcenter

PIP-II Document Management: Alternate Method for Saving

MS Documents in Teamcenter

This is an alternate method for people having difficulties Saving WORD documents in Teamcenter

Page 2: PIP-II Document Management: Alternate Method for …pxie.fnal.gov/WorDocumentAlternateMetho_toSave.pdfPIP-II Document Management: Alternate Method for Saving MS Documents in Teamcenter

This is an alternate method (not preferred) for checking out, editing,

and saving your Microsoft documents to Teamcenter.

Select the dataset that you want to work with.

Right-Click and selectCheck Out

Page 3: PIP-II Document Management: Alternate Method for …pxie.fnal.gov/WorDocumentAlternateMetho_toSave.pdfPIP-II Document Management: Alternate Method for Saving MS Documents in Teamcenter

Select the dataset that you want to work with.

Right-Click and selectNamed References…

Select the file in the form and click on Export.

Page 4: PIP-II Document Management: Alternate Method for …pxie.fnal.gov/WorDocumentAlternateMetho_toSave.pdfPIP-II Document Management: Alternate Method for Saving MS Documents in Teamcenter

Select a folder on your PC.

Export the file to this location.

Use the Teamcenter name provided.

Close the Named References form when complete.

Page 5: PIP-II Document Management: Alternate Method for …pxie.fnal.gov/WorDocumentAlternateMetho_toSave.pdfPIP-II Document Management: Alternate Method for Saving MS Documents in Teamcenter

Find the file on your local PC.

Edit as you would normally edit any file.

Save the file to your local PC.(NOT to Teamcenter)

Page 6: PIP-II Document Management: Alternate Method for …pxie.fnal.gov/WorDocumentAlternateMetho_toSave.pdfPIP-II Document Management: Alternate Method for Saving MS Documents in Teamcenter

First, you must Delete the existing Teamcenter dataset.

Select the dataset.

Right-Click on Named References…

Select the file and click on the Red X.

Accept the deletion.

To import the file back into Teamcenter, you reverse the process.

Page 7: PIP-II Document Management: Alternate Method for …pxie.fnal.gov/WorDocumentAlternateMetho_toSave.pdfPIP-II Document Management: Alternate Method for Saving MS Documents in Teamcenter

With the Teamcenter dataset deleted, you can now import your local file back into Teamcenter.

With Named References… open, click on Import.

Select your local PC file.

Click Import.

Page 8: PIP-II Document Management: Alternate Method for …pxie.fnal.gov/WorDocumentAlternateMetho_toSave.pdfPIP-II Document Management: Alternate Method for Saving MS Documents in Teamcenter

When you are done importing your local file back into Teamcenter:

Close the Named References… form

Check-In your dataset.

Confirm that the changes are now in Teamcenter (Look at the file with the Viewer window within Teamcenter)