Applying the Mapping Rules

For the mapping rules to take effect after you define or update them in the PLM Administrative Console as described in Defining the mapping rules, you must first disconnect and reconnect your Microsoft Office application to PLM.

The mapping then takes place depending on the rules that you set up. In the example in Defining the mapping rules, the mapping takes place when you:

  • Save to PLM
    Note: If the file is new and has not been saved to PLM, you must save the file to PLM to apply the mapping. After the mapping is applied, you can select Update Item, Update Document or Update File from the PLM menu to see the mapped values. For further information, see Using Infocards.
  • Use the infocard options: Update Item, Update Document or Update File.
  • Edit the file.