Using Advanced Duplicating

You can create a document based on an existing document or engineering document, giving greater control over the resulting duplicated folder structure. You can duplicate a engineering document from the search results or from the tree structure.

Before you begin: Select Enable references expand check box in Me > My Preferences > Options> Folder > General tab.
  1. To search for documents, type a search string in the Search box in the topbar and click Search .
    A list of documents matching the search criteria appears.
  2. Select a document from the search results or from the tree structure, and click Duplicate advanced from the Duplicate section of the action bar. You can also select multiple engineering documents.
    The Duplicate Advanced dialog box appears.
  3. To modify the duplication status for selected objects, in the tree or in the 3D area, select an object and select one of the following:
    • Duplicate to duplicate the original object and instantiate the duplicated reference in the result tree.
    • Reuse to instantiate the original object in the result tree.
    The different shadings in the 3D as described in the B.I. Essentials dialog box let you to verify the status of objects. The objects selected to be duplicated and reused are denoted with green and blue color respectively.
  4. To define global duplication options, in the Duplicate Options panel:
    • Enter a duplication string to define the naming of duplication results. The default usage of this string is defined in the Business Logic. For more information about the User defined duplication string option, see the Duplication section in Installation and Administration | 3DEXPERIENCE Platform | 3DEXPERIENCE Platform - Administration | User Preferences | Content Access | Identification.
    • Select Optimize reuse to apply the defined Business Logic for object reuse, PLMAuthoringDefaultPropagationScope. For more information, see Configuration and Development | 3DEXPERIENCE Open | Common Tools | Data Setup | Resource Sets | Business Logic Implementations | Operation Propagation (PLMAuthoringDefaultPropagationScope). (Note: This option is selected by default when you enter the command.)
    • Select Keep reservation to keep source lock status for duplicated objects.
    • Select Keep owner to keep the source owner for duplicated objects.
      Note: The Keep reservation and Keep owner options are available only in administration mode.
  5. Click Ok.
    The selected documents are duplicated or reused according to the provided criteria.
    Notes:
    • If you select a engineering document from the search window and duplicate it, the created engineering document is shown in the search window.
    • If you select a engineering document from a navigation window and duplicate it, the created engineering document is shown in a new navigation window. If you duplicate multiple engineering documents, they are shown in separate navigation windows.
    • If you select a engineering document from the product finder window and duplicate it, the created engineering document is shown in the product finder window.
    • If you select a engineering document from the navigation experience window and duplicate it, the created engineering document is shown in the navigation experience window.