Outline of the procedure to set up general mapping

The procedure to set up general mapping for Microsoft Word includes the following steps:

  1. Define a template in Microsoft Word.
  2. Decide on the direction of mapping:
    • PLM to Microsoft Office
    • Microsoft Office to PLM
    • Both
  3. Define the property attributes and related data as appropriate for the relevant mapping direction and application.
  4. Using the PLM mapping tool, take the following steps:
    1. Import the template to PLM.
    2. Define the mapping rules.
  5. In Microsoft Word, create a file based on the template.
  6. In the PLM - Microsoft Office Integration, take the following steps:
    1. Save the file to PLM.
    2. Associate the mapping rules.
    3. Save the mapping association and the file to PLM.
  7. Exit and restart PLM and Microsoft Office for the mapping to take effect.