The Scan References and Link Sets wizard opens to a Welcome page, and you click Next to continue.
On the Specify Scan Options page, choose to scan for master and referenced documents, for DGN Link Sets, or for both.
The next page in the wizard lets you select the folders containing the files to be scanned. Select the folders and individual documents you want to scan for the presence of master documents. To add a folder to scan, click Add Folder, the open folder icon. To add documents individually, click Add Documents, the sheet icon. Enable the check box to the left of any item in the list you want to re-scan for any newly attached or detached references. By default, check boxes for items added to the list are automatically set. This means that ProjectWise will scan all
documents in that folder, creating new sets when necessary and updating any existing sets that are found. When you clear an item's check box, ProjectWise will bypass existing sets in that folder or document, and will only scan the documents that are not already identified as master documents.
If this is the first time you are scanning a particular folder or group of folders, you do not need to re-scan. However, you may want to re-scan if you know that
Completing the Process
documents were referenced to, or removed from, existing logical sets. You can select the check boxes individually, or click Check All to select all items in the list.
When you have added all of the folders and documents you want to scan for master documents, you proceed to the next page to specify folder settings. The Master Folder Settings page lets you include sub-folders of the selected folders in the scan, and select the type of documents to scan. Enable the check box to the left of any folder in the list to include that folder's sub-folders in the scan. Again, you can either select the check boxes individually or click Check All. From the Select Document Application Types option list, select the document application types you want to scan. Only documents of the selected application type are scanned. If no application type is selected, documents of all application types are scanned.
When you have finished enabling sub-folder scans and selecting document application types, you’ll proceed to the Priority Search page.
Priority search lets you select exactly which folders and the order in which reference scan will look for attachments. Turn on Enable Priority Search and then click Add Folder to select the folders you want to scan for reference documents.
Enable the check box to the left of any folder if you want to search its sub-folders for references. To move folders up or down in the search order, select the folder in the list and click the up or down arrow. The search is performed in the order that the folders are listed, top folder first and bottom folder last.
Warning: If you have more than one file with the same name, ProjectWise will attach the first one it encounters. It is critical to have the order of the priority search set correctly.
When you have finished with the Priority search page, you’ll proceed to the Proximity search page. If Enable Priority Search is disabled on the previous page, you have no choice but to configure a proximity search on this page.
The Proximity page can be used as an alternative, or in addition to, the Priority search page. A proximity search tells the scanner to where to start the search. It can be set to start in the folder found to contain master documents, the folder just above that, or several folders above that. When you perform an Advanced search that goes high in the folder structure and turn on the option to scan sub- folders, you are ensuring that all neighboring folders of the selected folders are included in the scan.
To include sub-folders in the proximity search, enable Search all subfolders for References.
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Select the Current Folder, Parent Folder, or specify the starting point for the scan. If you select Advanced, specify how many folders above the current folder you want to move before starting the scan.
When you have finished defining the proximity search, you proceed to the Search Order page.
This page is used to set the order in which priority and proximity searches are performed. This item will only be available if both types have been configured. If both are configured, you can select Priority Only, Proximity Only, Priority then Proximity, or Proximity then Priority. If you have only specified only one type of search to perform, that type displays in the Search Order option list, and the option is grayed out.
In the Log File Name text field, specify the path to and the name of an existing or new log file. You can set the path by keying it in or you can browse to select a location for the log file. If you type the name of a log file that does not exist, it is created when the scan is initiated. If you select an existing log file, the contents of the file are overwritten with the new scanning results.
The scan is ready to run. Clicking Next will bring you to the last page where clicking Finish initiates the scan for master documents and their references. Progress displays in the wizard. When the scanning is finished, you are presented with a summary of what occurred in the scan. If you specified use of a log file, select Yes to view it or No. If you did not specify a log file, click OK.
Exercise: Import the files
1 In ProjectWise Explorer, create a new root level folder named Refscan.
2 In Windows Explorer, navigate to the \Refscan folder in the class data set, drag the sub-folders from that folder into the new ProjectWise folder, and drop them.
3 When the Import Directories dialog appears, enable Include subfolders and click OK.
4 After the folders have been imported, press F5 to refresh.
5 Expand the refscan folder, and then select the sub-folder Drawings. These drawings include references to the border file and to extraction files.
Exercise: Create and run the scan
1 In ProjectWise Explorer, select Tools > Scan References and Link Sets and, on the Welcome page, click Next
2 Disable the Scan for DGN Link Sets check box, and then click Next.
3 Click the Select Folder icon, add the \Refscan\Drawings sub-folder to the list of folders to scan, and then click Next.
4 Check the box next to the Drawing folder and select MicroStation as the Application, and then click Next.
5 On the Priority search page, add the Refscan folder to the list of folders to search for references.
6 Check the box by the Refscan folder to search its sub-folders, and then click Next.
7 Leave Enable Proximity Search disabled, and then click Next.
8 In the log file field, enter C:\temp\refscan.log, click Next, and then click Finish.
You receive a message at the end, indicating the number of documents scanned and the number of references found.
Hint: You can search the log file for the word “error” to find file with missing references.
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When you refresh the view, note the icon has changed for all but one of the files in the \Drawings folder. This new icon indicates that these files have reference attachments.