### Saving an MS Office File to SSA PDM

When an MS Office file is saved to SSA PDM for the first time, you must assign it a unique name. The Integration creates two SSA PDM Objects, an SSA PDM Document with the status UNDEFINED, and a linked SSA PDM File, with the appropriate attributes for the newly saved MS Office file.

Saving the MS Office file to SSA PDM updates the system with the latest modifications performed in the file.

You can only save a file if its related SSA PDM Document has a status of UNDEFINED. If the Document has a status of UNDER_CHANGE or RELEASED, the file cannot be saved to SSA PDM. See File Statuses.

If you want to ensure that your changes are saved on the Server (not only locally), it is recommended to perform Save to SSA PDM from time to time.

To save a file to SSA PDM:

- Do one of the following:

- Click Save to SSA PDM in the SSA PDM Toolbar.
- Select Save to SSA PDM in the SSA PDM Integration dropdown menu.

If a local Save has never been performed, the MS Office Save As dialog box is opened. Assign the file a unique name.

NOTE:

If you open the file for viewing, the Save to SSA PDM option is disabled.

Duplicate File Names

SSA PDM allows two or more files with the same name to be saved. Since in MS Office you cannot save two files by the same name in the same location, you need to first save the second file in a different location and then save the file to SSA PDM.

When you are saving a file with a name that already exists in the same location, you need to do the following:

- When prompted by MS Office whether you want to replace the existing file, select No.
- Save the file with the same name to a different location on your hard disk or network.
- Save the file to SSA PDM.

To save a file with a duplicate name to SSA PDM:

1. Save the file to SSA PDM, as described above.
2. The SSA PDM - Resolve Filename dialog box is displayed.
3. Select Create a new Document with the same name. The file is saved in SSA PDM with the selected name.

SSA Product Data Management 8.0 Integration for MS Office & Project © Copyright 2004 by SSA Global Technologies (Israel), Ltd All rights reserved.