Creating Flat Sets from Advanced Search Results

We are getting ready to migrate files stored on a storage area to a new NAS. The problem is, we have hundreds of users with thousands of documents either checked out or exported. We want to try and provide an easy way for them to quickly go back and check them out to lock them immediately following our storage migration. I spoke with Bentley Technical support, they suggested I try posing questions here in the PowerShell BC forums.

  1. Is there a way to create flat sets from search results that end users could do WITHOUT the user of PowerShell
  2. IF PowerShell can be used, is there a way to actually create a flat set of all documents based on the following general properties:
    1. Storage (Storage Area)
    2. Out To (User; name or ID)
  3. Is there a download location for the Examples.ps1? The initial PW Admin installer (03.140) did not have this folder in the x86 install location unfortunately.

Parents
  • For 1:

    • Setup your search for all documents, status not checked in, out to: username. Be sure to turn on Open Search in New Window.
    • When search completes, drag the window off to the side.
    • In the main PW Explorer window select the folder you want the set in, click document menu > set > new. Give the set a name.
    • Drag all the files from the search window into the set window
    • Close set window

    For 2:

    I'm not sure on this one. I think it's possible but i've not messed with writing anything like it. Brian Flaherty might be able to help you with this when he sees it. I'm not sure the the Add-PWSavedSearch cmdlet supports searches for file status, out to status or storage area. You can build a search like that manually in PW Explorer.

    For 3:

    I'm not sure where you saw a reference to Examples.ps1. If you install the PWPS_DAB module (install-module pwps_dab from powershell running as administrator) there are some sample scripts in:

    C:\Program Files\WindowsPowerShell\Modules\pwps_dab\1.9.5.0\Scripts

    (that may be C:\Program Files (x86)\WindowsPowerShell\Modules\pwps_dab\1.9.5.0\Scripts if you install in 32-bit powershell)

    Finally:

    Is this actually necessary? We frequently move entire storage areas between servers and have never bothered to have users check in files, when the user goes to check in the file after the move it automatically goes to the new location. Our procedure is:

    • Do an initial sync from old location to new. We use robocopy for this and typically do it a few days before the scheduled move, while projectwise is onlline.
    • During scheduled outage, use robocopy to update the sync'd copy so it's up to date
    • Edit the storage area definition to new location
    • Bring projectwise online
    • Other than the outage users can't tell anything is different

     

Reply
  • For 1:

    • Setup your search for all documents, status not checked in, out to: username. Be sure to turn on Open Search in New Window.
    • When search completes, drag the window off to the side.
    • In the main PW Explorer window select the folder you want the set in, click document menu > set > new. Give the set a name.
    • Drag all the files from the search window into the set window
    • Close set window

    For 2:

    I'm not sure on this one. I think it's possible but i've not messed with writing anything like it. Brian Flaherty might be able to help you with this when he sees it. I'm not sure the the Add-PWSavedSearch cmdlet supports searches for file status, out to status or storage area. You can build a search like that manually in PW Explorer.

    For 3:

    I'm not sure where you saw a reference to Examples.ps1. If you install the PWPS_DAB module (install-module pwps_dab from powershell running as administrator) there are some sample scripts in:

    C:\Program Files\WindowsPowerShell\Modules\pwps_dab\1.9.5.0\Scripts

    (that may be C:\Program Files (x86)\WindowsPowerShell\Modules\pwps_dab\1.9.5.0\Scripts if you install in 32-bit powershell)

    Finally:

    Is this actually necessary? We frequently move entire storage areas between servers and have never bothered to have users check in files, when the user goes to check in the file after the move it automatically goes to the new location. Our procedure is:

    • Do an initial sync from old location to new. We use robocopy for this and typically do it a few days before the scheduled move, while projectwise is onlline.
    • During scheduled outage, use robocopy to update the sync'd copy so it's up to date
    • Edit the storage area definition to new location
    • Bring projectwise online
    • Other than the outage users can't tell anything is different

     

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