Configuring the Advanced File Management options

Configuring the Advanced File Management add-on is performed partly within Project Portal and partly on the Project Portal server by editing a configuration file.

To configure the Advanced File Management options in Project Portal:

In the Settings view, expand the name of the workspace in which you want to configure the options, expand Advanced Settings, expand Modules, and click CAD File Management. A page showing the current Advanced File Management options appears.

Click options or type values using the descriptions in the following table. To clear a current option, select the checkbox nearest to the setting that you want to clear.

Note For more information about a particular option, hover the pointer over the help icon

or click the option caption to see a brief description of the option.

Advanced File Management options
Option	Description
CADRef	Enables or disables the Advanced File Management add-on.
CAD master files directory	Absolute path of the folder on the client computer from which to extract CAD master (parent) files. This path can also be specified with the CADMASTERDIR environment variable. This option is configurable in the config.pm file described in Modifying settings in config.pm by specifying a value for the CADMASTERDIR variable.
CAD reference files directory	Absolute path of the folder on the client computer from which to extract CAD reference files. This path can also be specified with the CADXREFDIR environment variable.
Limiting the contents of the file archive	When cleared (default), the downloaded archive files include a master file and all subdocument files. To limit the archive to contain only a master file and reference files, select Enabled. This option is configurable in the config.pm file described in Modifying settings in config.pm by specifying a value for the cadref_getallfiles variable as shown in the following example. $::cadref_getallfiles = 0;
CADRef file archive extension	The downloaded archive file is in ZIP format and the file extension is determined by this option. If the value is Enabled (1), then the file extension will be .krd. If the value is cleared (0), then the file extension will be .exe (self-extracting). This option is configurable in the config.pm file described in Modifying settings in config.pm by specifying a value for the cadref_usekrd variable as shown in the following example. $::cadref_usekrd = 1;
Sub-checkoutable file extensions	Comma-separated list of file extensions for which to show the subget and subcheckout commands. Files with these extensions should be master (parent) files for which reference files may exist and that Project Portal should include with the master files in the downloaded archive file. The list should not contain any spaces and the file extensions are case-sensitive. This option is also configurable in the config.pm file described in Modifying settings in config.pm by specifying file extensions in the checkoutmode variable as shown in the following example. $::checkoutmode = { 'dwg' => 'subdocs', #CADREFCONFIG 'dgn' => 'subdocs', #CADREFCONFIG #CHECKOUTMODE };

Advanced File Management options

Option

Description

CADRef

Enables or disables the Advanced File Management add-on.

CAD master files directory

Absolute path of the folder on the client computer from which to extract CAD master (parent) files. This path can also be specified with the CADMASTERDIR environment variable.

This option is configurable in the config.pm file described in Modifying settings in config.pm by specifying a value for the CADMASTERDIR variable.

CAD reference files directory

Absolute path of the folder on the client computer from which to extract CAD reference files. This path can also be specified with the CADXREFDIR environment variable.

Limiting the contents of the file archive

When cleared (default), the downloaded archive files include a master file and all subdocument files. To limit the archive to contain only a master file and reference files, select Enabled.

This option is configurable in the config.pm file described in Modifying settings in config.pm by specifying a value for the cadref_getallfiles variable as shown in the following example.

$::cadref_getallfiles = 0;

CADRef file archive extension

The downloaded archive file is in ZIP format and the file extension is determined by this option. If the value is Enabled (1), then the file extension will be .krd. If the value is cleared (0), then the file extension will be .exe (self-extracting).

This option is configurable in the config.pm file described in Modifying settings in config.pm by specifying a value for the cadref_usekrd variable as shown in the following example.

$::cadref_usekrd = 1;

Sub-checkoutable file extensions

Comma-separated list of file extensions for which to show the subget and subcheckout commands. Files with these extensions should be master (parent) files for which reference files may exist and that Project Portal should include with the master files in the downloaded archive file. The list should not contain any spaces and the file extensions are case-sensitive.

This option is also configurable in the config.pm file described in Modifying settings in config.pm by specifying file extensions in the checkoutmode variable as shown in the following example.

$::checkoutmode = {
  'dwg' => 'subdocs', #CADREFCONFIG
  'dgn' => 'subdocs', #CADREFCONFIG
  #CHECKOUTMODE
};

Click Save Changes. The page refreshes to show the effective settings.

Related concepts

About the Advanced File Management add-on

About CAD application profiles

Configuring the profile property

Specifying the CAD application

Related information

Date and time format parameters