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Agile Product Lifecycle Management Agile Drive User Guide Release 9.3.3 E39306-01 |
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# 1 Introducing Agile Drive

Agile Drive is a system of managing the file attachments of Agile objects from your computer system in the form of files and folders, without requiring you to invoke Agile PLM application. It connects Agile's Distributed File Manager as a network place on your system, thus enabling Explorer like operations, such as copy or delete, on file attachments of Agile objects. It simplifies file management, leveraging existing intuitive client applications, like Explorer, Mac Finder, etc.

## Working with Agile Drive

Agile Drive enables you to use the files and folders available in Agile PLM without having to download them. With Agile Drive, you can carry out the following actions:

1. Work on Files, such as documents, drawings, associated with Agile objects as file attachments in Agile PLM System

   - View a File: Open a file directly from an Agile Drive folder and view it in its native application, without downloading or checking out.

   - Save a File: Save a file directly in an Agile Drive folder and create a file attachment to the corresponding Agile object in the Agile PLM System.

   - Edit a File: Edit a file in its native application directly from an Agile Drive folder without downloading or checking out. To create a new version, save it as a new file.

   - Create a File: Create a new file in Agile Drive using drag and drop from a non-Agile Drive.

   - Delete a File: Delete a file from an Agile Drive folder using Delete key, which in turn deletes the file attachment from the corresponding Agile object in the Agile PLM system.

   - View File Properties: View file properties, such as data of creation, date of last modification, size and more. Right-click a file in the Agile folder to locate View File Properties.

   - Add a File: Add a file from your local drive, or any non-Agile network drive to an Agile Drive folder. Agile Drive stores this file as a file attachment to the corresponding Agile object in Agile PLM system. Agile Drive creates a version of every file that you add (this applicable only for Design and File Folder objects). You can choose either the Drag-Drop option or Copy-Paste option to add a file.

   - Move a File: Move a file from Agile Drive folder. You can use the Cut-Paste option to move a file from Agile Drive folder. Agile Drive creates a version of every file that you remove (this is applicable only for Design and File Folder objects).

   - Copy Files: Copy files from a non-Agile Drive folder into an Agile Drive folder or drag and drop the required file.

2. Work on Folders

   - View Folder Properties: Select Properties from right-click menu to view file properties of an Agile Drive folder.

## Limitations

Agile Drive does not support the following functionality:

File Functions

- Save a file to a folder on the Agile Drive. Use the Save As option to save the file under a different name.

- Rename a file

- Check-in files from Agile Drive folders

- Check-out files into Agile Drive folders

- Create files in Agile Drive folder

- Extract data out of an uploaded file in Agile PLM

- Undo operations

Folder Functions

- Create Agile Drive folders

- Use the Copy-Paste option or the Drag-Drop option to move an Agile Drive folder into another Agile Drive folder

- Use the Copy-Paste option or the Drag-Drop option to move a non-Agile Drive folder to an Agile Drive folder

- Rename Agile Drive folders

Business Functions

- Affected Items & BOM revisions rendering only for ECOs

- Design Structure expansion

- Workflow approvals

- Status change

- Display of Application data (Cover Page/P2/P3)

- PPM Content Tab

## Definitions

Name | Descriptions
--- | ---
Agile Drive | A file system that helps manage the files attached to objects in the Agile PLM system. It is a logical representation of the Agile PLM objects and their associated attachments.
Agile object | An entity defined in Agile PLM that groups a set of attributes and relationships related to that object. Examples: Item, Folder, etc.
Agile PLM folder | A folder in Agile PLM system that holds attachments of other Agile objects, such as Item, Change Order, etc. Agile PLM folder is also treated as an independent Agile object.
Agile Drive folder | A folder that represents an Agile object on your system.
Non-Agile Drive folder | A folder on your system drive or any network drive other than Agile Drive.

## Structure of Agile Drive

Agile Drive displays Agile objects as folders, and attachments as files in these folders. The table below gives us a better understanding of Agile objects in both; Agile Drive and Agile PLM system.

Entity | In Agile PLM System | In Agile Drive
Part | A Part is an Agile object. Example - P00003 | A Part is a folder, called as Agile Drive folder, named after the Agile object it represents. Example - P00003
Revision | A Revision is a state of an Agile object. Example: Introductory | A Revision is a Sub-folder, again called as Agile Drive folder, named after the Revision state of the Agile object it represents. Example: Introductory
Attachments | An Attachment is a file associated to an Agile object. Example: - agile_20090224_075051312.axml - agile_20090224_113543937.axml - MirrorBolt1.SLDPRT | An Attachment is a Agile Drive file contained in an Agile Drive folder. The name of this Agile Drive file is exactly the same as that of corresponding Attachment. Example: - agile_20090224_075051312.axml - agile_20090224_113543937.axml - MirrorBolt1.SLDPRT

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