Managing documents
IBM® Maximo® Real Estate and Facilities includes the Document Manager, which enables applications to access documents and data files that are stored on the server. The Document Manager organizes documents and data files in a way that is similar to the file system on a personal computer.
- Upload and download files
- Organize files into folders
- Manage access permissions for folders and files
- Retain all revisions of a file and organize them using revision numbers
- Combine specific revisions of individual documents into a collection that is called a publication
The Document Manager is used to manage and maintain documents throughout the application. Document sections exist in many business objects so that files can be associated with the business objects for reference or historical purposes. The Document Manager can also be used as a stand-alone application to enforce version control and configuration management. Any type of file can be managed, including graphics, CAD files, word-processing documents, and text files. File names for upload can have a maximum of 100 characters, including the dot and extension. To upload multiple files, you must select all of the files at once and then drag-and-drop them into the Document Manager upload (drop) section.
Documents, folders, and publications in Maximo Real Estate and Facilities are represented by using records that are created from business objects in the Document module. Applications work directly with these business objects and records.
Do not modify Document Manager objects such as publications and folders because these business objects contain functions that are specific to Maximo Real Estate and Facilities and changes might impact these functions.
You can download files and folders. When you download folders with names that contain slashes, the slashes are converted to underscores to facilitate successful download. If your folder is named MyDocuments - 11/04, for example, the download process changes the folder name to MyDocuments - 11_04.