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AVEVA™ Deliverables Management

Create TDP export template for a Transmittal

  • Last UpdatedDec 20, 2024
  • 1 minute read

Use this to set up publishing to external users using a Transmittal. The result of the export will create a TDP for review. The definitions are customer designated so generalized names are used here.

  1. Select Asset Lifecycle Management and then Export Templates.

  2. Select Search Export Templates and Search again to see existing templates; otherwise, select Create New Export Template.

  3. Select TDP for the Classification.

  4. Enter the name of the template.

  5. Select Transmittal for the Item Type.

  6. Select the Vocabulary designed for transmittals, if needed.

  7. Enter the Purpose, the reason for publishing - for example, Issue for Comments.

  8. Enter the Filename Format.

  9. Select the Processing Type, or how the publishing will occur, either using parallel jobs or sequential jobs.

    Note: AVEVA AIM does not recognize versions and selects the oldest job first. Select sequential to ensure the correct order of publishing.

  10. Select the Delivery Type, either Network Drive or Ingestion Pipeline. Either selection requires additional configuration:

    • Network Drive: Enter Export Location (the file path’s publishing location).

    • Ingestion Pipeline: Enter the File Format, Ingestion Pipeline URL, and Access Token.

  11. Enter the Max Retry Count, how many retries before it stops.

  12. Select Save and Done.

  13. Return the list of export templates, select the one just created, and reopen it.

  14. Select Promote.

  15. Select Active and then the green checkmark to promote it. This quickly validates the settings of the template to ensure the details are correct.

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