360° set of images in EDMS

Confidential Property of Schneider Electric

360° set of images in EDMS 1 Introduction

2 Details

3 How to create the document

4 How to update existing document

5 How to create a new version

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Introduction
360° set of images in EDMS

• 360° set of images is a document type created in EDMS

• It is just to store the documents in EDMS.
• Such documents will not be pushed to BSL

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Details
360° set of images in EDMS

• 360° set of images document type is created under family Visuals, the file type used is regular.
• Such documents can be created by users having EDMS Author rights in OPS.

‒ Family name: Visuals

‒ Document type name: 360 set of image

‒ Default file type: Regular

‒ Profile: EDMS Author

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Details
360° set of images in EDMS

• There are certain mandatory / Optional properties to be filled for document type “360 set of image”

• Mandatory properties required are as follows Name 360 set of image

DocumentReference Mandatory
‒ DocumentReference - unique and case insensitive ID DocumentTitle Mandatory
‒ DocumentTitle - description of document Country Mandatory
‒ Content file- common file/s accessible for users (.ZIP) Audience Mandatory
AllowedScope Mandatory
‒ Country- scoped owner of the document
NativeFile Mandatory
‒ Audience- Defines the publication of the document DocumentDate Mandatory
‒ AllowedScope- Filters the publication scope Status Mandatory
‒ NativeFile- Is the storage location of the sources files Author Optional
‒ DocumentDate – Date of creation of the document Supplier Optional
LinkedCommercialReferences Mandatory
‒ Status- Defines the status/lifecycle of the document
BU Mandatory
‒ LinkedCommercialReferences - commercial references to which the documents is RangeId Mandatory
linked, set the link with the document Domain Optional
‒ BU - Business unit who is responsible for that document SubChannel Optional
Theme Optional
‒ RangeId- seta the link of the document with the ranged ID
EmailSubscription TRUE
Active TRUE

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How to create document
360° set of images in EDMS

• The content file you want to upload as a 360 set of image should be a .zip file
Link to access OPS Platform
http://ops2.schneider-electric.com/portal_startpage/page/default.aspx

1. Fill the User name and Password

2. Select EDMS

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How to create document
360° set of images in EDMS

Click to File Upload

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How to create document
360° set of images in EDMS

1- Navigate to the right

extended range
2- Launch the contextual
menu (right click) and
choose
“Upload regular”

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How to create document
360° set of images in EDMS

3. Browse your file and click

on Add file
Note: file should be a .zip
file

4. Go to Files without
properties/ Edit file
properties menu

5. Select document
uploaded and right click and
edit.
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How to create document
360° set of images in EDMS

6- Fill all properties

Mandatory ones are marked with a star *
Don’t forget the range ids (tab Business Info)
Note: After filling the Document properties the
document will be move to the mentioned range
ID and will no longer be present in Files without
Properties
Change the status, in Draft status on can
modify the document.
If changed to published no further modification
can be done

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How to update

EDMS documents can be modified/updated only in draft status.

Thus if a document is in some other status then draft, it cannot be updated, you would need to change
the status to draft.
1st method

How to Change the Status

1. Edit the
properties
2. Change the
status
3. Save and
update

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How to update
How to change status
2nd method

1. Right click on any draft document

2. Select the desired Published option
from the contextual menu

3rd method

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How to create a new version of the document

If there is any update in the content file, something new is added, then you would need to change the
version of the document.
1st method
Locate the document in the pyramid or by
search.
1. Right click on the document reference
2. Select the version :
• Minor : small modifications
• Major : important
modifications
3. Click on Create new version button

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How to create a new Version

2nd method

1. Go to version tab

2. Select the option New minor/major version

3. Press Create new version button

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