Outline of the procedure to set up general mapping
The procedure to set up general mapping for Microsoft Word includes the following steps:
- Define a template in Microsoft Word.
- Decide on the direction of mapping:
- PLM to Microsoft Office
- Microsoft Office to PLM
- Both
- Define the property attributes and related data as appropriate for the relevant mapping direction and application.
- Using the PLM mapping tool, take the following steps:
- Import the template to PLM.
- Define the mapping rules.
- In Microsoft Word, create a file based on the template.
- In the PLM - Microsoft Office Integration, take the following steps:
- Save the file to PLM.
- Associate the mapping rules.
- Save the mapping association and the file to PLM.
- Exit and restart PLM and Microsoft Office for the mapping to take effect.