For some background, Our first EPDM Admin's MO was individual vaults per project. Then he moved on and another guy came in and he pushed for combining multiple projects into one vault. He got the vault setup, and one project is in process in that vault. Althought it's fairly early in development. But now that guy left and it's fallen to me to complete integration. yay...
We have a project in one of those individual vaults that is soon to hit a milestone, and we are looking at migrating that project to the new vault after the milestone. Bringing the data in is not a problem. We don't care about file history because the old vault will be maintained if we need to use it as a resource for file history.
It's the custom properties/variables that has me concerned. The variable names on the old templates is different than their equivalent in the new vault. There are a good 15-20 variables that will need to be mapped from the old vault to the new vault in order to use the new templates. Parts in the old vault used "Partnumber" for the part number which is now "Piecemark" in new vault. Any drawings/parts we touch in the new vault will have the drawing template replaced (ie. Drawnby in old vault is Draftername in new vault)
I'm looking for advice on mapping the old variable values to the new variables for all the old data so it shows up properly in the new drawing templates (ie Drawnby value is maintained in titleblock, Piecemark shows in BOM with the Partnumber value, etc.). Is it possible to do this in the initial file checkin?
Hope that explains my issue... Any advice is appriciated.
Hi John, I've come across this problem a couple of times, and without programming, the procedure below is the only way I can think of.
1) Create new datacards (or modify existing datacards) and variables in the new vault to match the ones from the old vault.
2) Create appropriate mappings to custom properties for those variables (CustomProperty, $PRPSheet etc)
3) When the files from the old vault are added to the new vault, the corresponding entries in the datacards should fill up
4) Create a workflow to handle these legacy files (assign a workflow condition for specific folders etc)
5) Add a transition in the workflow.
6) In the transition properties, add a Set Variable action. This action will update a variable in your new vault with the value of a variable from your old vault.
See the attached screenshot
, my example is Revision (new vault) being updated by "Legacy Revision" which is a variable in my old vault
So for you, you would have Drafter being updated by DrawnBy from the old vault.
I hope this makes sense, if you have any questions, please feel free to contact me.
Best regards,
Prasad Bhonsule