We have a MS Word document that contains hyperlinks to all the source documents that make up our Design History File (DHF). Kind of like a table of contents. Currently, the source documents are stored on a web-based server similar to MS SharePoint. We want to move the source documents into EPDM. Is there a way to define hyperlink pointers to documents once they are in EPDM?
Thank you,
Dave
Yes.
If you're using the SMTP for EPDMs messaging system, you'll notice that links in the email start with "conisio://". The protocol is registered on client machines, so a user will have to have the EPDM client installed for the links to work.
The links have the following format:
conisio://vaultname/explore?projectid=856&documentid=45998&objecttype=1
It will also take some ingenuity to get the various ID's of the items required for the link. If you'd like I'll write a plugin that will allow you to copy a link for a selected item to the clipboard.
Lee,
Thank you for the quick response. We do use SMTP for our EPDM messages and I can see the conisio://vaultname/open?.....link. When I added this link to our MS Word DHF index file and then clicked on it, it went straight to the document in the vault and opened in exactly the manner I was looking for.
At this point, I really don't know how to obtain the information that makes up the link such as the projectid, documentid, etc
(Example: open?projectid=1014&documentid=86270&objecttype=1). A plugin that would copy that information to the clipboard so that I could then add the link to the WORD document would fantastic! So, if you can write the plugin, that would be great!
Thanks again,
Dave
Hi Lee -
There is a solution that does this already (included) :
Best Regards,
Joy
WOW... This is outstanding. I love this forum. Thanks to both Joy & Lee!
Dave
Hi can you please explain how to add this in as I have just been asked if this is possible by one of our users
Thanks in advance
Hi Paul,
Are you the admin? If so, can you tell me which add-in sample you downloaded? Mine or Lee's?
Also, are all your clients 32-bit?
Cheers,
Joy
Taking this one step further.
Our "use case" for this is that we maintain an MS Word file for our Design History File Index (DHFI). Before EPDM, our project coordinator manually created the file which was very time consuming. At regular stages in our design control process, this MS Word file is reviewed, approved and Rev-controlled.
Now, with what we are proposing with EPDM, we are getting very close to being able to automatically create our DHFI which would be a tremendous time saver.
With EPDM, we would do the following:
1. Perform a search on our Product's DHF files located in EPDM. Our search columns are configured to match our existing DHFI. (Data cards have been configured to record the information that we include in our DHFI).
2. Export the search results out to an Excel Spreadsheet
3. Using the "Copy as shortcut" add-in, we insert the hyperlink into the appropriate cell of the spreadsheet for each document to enable a viewer of our Design History File Index to click on any document that is listed and go straight to the EPDM vault and open the file.
Step 3 above is still a manual and time-consuming process since our DHFI may have hundreds of documents listed. Every time we needed to create a new revision of the DHFI, we would have to go back and regenerate new links since the documents themselves may have been revised and the link would need to point to the latest revision of the document.
So, (and I am sorry for the long set-up to this)....Is there a way to add a variable to our data card (read-only) such as "File Hyperlink" that would extract the same hyperlink information that the "Copy as shortcut" add-in is generating. If we could extract that, then we we do a search to generate our Excel file, we would add the column "File Hyperlink" and this would get exported out to excel and we would eliminate the manual step of copying the links.
Thanks,
Dave
Add the variable 'FileHyperlink' to your file cards. Add the attached add-in. Upon checkin, the add-in will write the string you're looking for to the variable. You can then use the Hyperlink() function in Excel to format the cell. (It would nice if Dispatch or EPDM gave access to the file and folder id's natively, but unless I am missing something, an add-in is the only way to do this.)
Lee,
Worked just like you said!
(I wish I could do stuff like that)
Thank you very much.
Dave
Hi Joy,
I am the admin (for all my sins) and all our clients are 32bit, I downloaded your example for no better reason than I came across it first :-)
Hi Paul -
The attached video will show you how to load the add-in.
Cheers,
Joy
is there anyway to get this modified so instead of having conisio://vault_name/explore?projectid=1308&documentid=1445&objecttype=1 to have it generate the link with the view command - such as conisio://vault_name/view?projectid=1308&documentid=1445&objecttype=1
so it opens the file for viewing?
In the post below I attached the source code for the add-in. Edit the constant conisioString, rebuild, and deploy.
If you don't have Visual Studio, let me know and I'll edit for you.
Hi Joy,
Is there a way to install this functionality on a per machine basis? Probably not, but from experience, me and add-ins in EPDM do not get along.
Thanks,
Lucas
Hi
thats really a great tool!!!
Can you tell me if there is a way to create a link referring to a specific Version of a file?
Or does anyone have a list of all possible parameters for conosio?
Thank you in advance.
BR
Manuel
Does anyone know if these hyperlinks can be used to make Desktop shortcuts, or Windows Explorer shortcuts?
B-
You can make Internet shortcuts on your desktop or in a directory.
Ahh, so if I created a hyperlink using this method which points to a file in the vault, and I created a shortcut from this hyperlink in a location which is outside the vault, then when I selected this shortcut as the file to insert into an assembly, the assembly would actually contain the target file which is in the vault, right?
B-
Has one gotten this to work in 2010? I see the menu option but when I paste into an email or word document, nothing happens. If I open the Enterprise emailer and start a new message, it copies there fine.
Does anyone know if any of these solutions are relevant to EPDM 2012?
I'm trying to display a hyperlink to the location of a project's epdm folder inside of sharepoint. I use a sharepoint dashboard to display high level project information.
The file in EPDM is encrypted and stored by a unique directory/folder number and file number. The link used, as was posted earlier conisio://vaultname/explore?projectid=856&documentid=45998&objecttype=1 but this opens a link to the folder. I tried to modifiy the "explore" to "view". It worked but the addin needed to be rebuilt so it could get added into EPDM with the administrator tool. It only opened the file in the built in viewer in EPDM. I then modified the line to "open" and rebuilt the addin. The link will now open any file in EPDM with the default application. The two dlls are attached. These can be used to link to any file in EPDM. The user has to have the EPDM client installed. Thanks to all that contributed. Please post any issues or success.
Add the variable 'FileHyperlink' to your file cards. Add the attached add-in. Upon checkin, the add-in will write the string you're looking for to the variable. You can then use the Hyperlink() function in Excel to format the cell. (It would nice if Dispatch or EPDM gave access to the file and folder id's natively, but unless I am missing something, an add-in is the only way to do this.)