Pack and Go (DriveWorks Documentation)

Pack And Go

This feature works by creating an empty group and copying your selected data into it, including any additional files, for easy distribution or backup.

The end package file that is generated from Pack and Go is a .drivepkg file. This is essentially a zip file that can be stored or sent to other people so that you can move your implementations easily. It can also be used to backup and restore old versions of your implementations.

Copying all relevant security information is mandatory as you will need it to sign into the group. This information is always copied for packaged groups.

How To Pack And Go Your Group and Project

Pack and Go is commonly used to easily create Backups of Projects. Detailed below is a example of how you would Pack and Go a Project, then create a Configuration XML file to allow you to easily rerun the same Pack and Go.

Within the Data Management Tool navigate to the Tasks Tab and select Pack and Go. This will open up the Pack and Go Wizard.
Select the location you want to save the .drivepkg file to by clicking the Browse button.
Once you have navigated to the location where you want to create your backup give the .drivepkg file a name and click Save. In this example the Drive Package will be called BackUp5.
The Group included in the Drive Package can be given a new name using the Packed Group Name box. This will be auto populated with the existing Groups name.
Click Next.
This is an optional step and not necessary to create a Drive Package.
Use Configuration is an option that allows you to upload an XML file that has the previous settings saved for the Pack and Go process meaning that you do not have to go through the Wizard again.
See the section Pack And Go Configuration File for more information about this functionality.
Click Next.
Next select the Projects to include in the Drive Package.
The Rule History for each project can also be included.
Click Next.
Next select the Group Tables to include in the Drive Package.
Click Next.
Next select the Component selection type that is required.
- Automatically select all components in the selected Projects.
  All components that have been added to the selected projects will be included in the dataset.
- Manually select components.
  Components to be included in the dataset will need to be manually selected (see Step 9).
Configuration File (see Step 13 below)
When using a configuration file to create subsequent datasets the following will apply:
- Automatically select components: Any new component sets added to any of the selected projects or models added to any existing component sets will be included in any dataset produced from the configuration file.
- Manually select components: When Top Level Components are checked, new models added to selected component sets will be included in datasets produced from the configuration file.
Click Next.
Manually Selected Components.
Please note this is only required if Manually select components was chosen in Step 8.
Next select the Captured Components to include in the Drive Package.
Selecting the Top Level Components Only checkbox will show only the parent component set models.
Click Next.
Next select any additional options that you want to include in the Drive Package.
Source Root Folder will default to the Group Content Folder (if one has been set in the group).
This should be changed to be the root location from which all data is stored.
Selecting Copy All Specifications and Copy All Generated Files and Information will dramatically increase the size of the Drive Package so consider if it is truly necessary to back these up.
Click Next.
The next step is to review the files that are being selected to be included in the created Drive Package.
This step is important for validating the package file.
Files included from the selections made will appear with a black box in the checkbox next to them.
To remove a included item uncheck the item in the list.
Items marked [Locked] cannot be deselected.
Click Next.
Review the Summary. This details the creation process of the Pack and Go.
If changes are needed simply click previous to return to previous pages to edit what is being included.
A configuration file of the settings applied in the previous steps can be created by clicking the Save Configuration button.
This can also be done after the Pack and Go process has completed in the next step.
To save a configuration file, click Save Configuration and follow steps 14 to 15 below.
If everything is correct click Next.
This will start the Pack and Go Process
If a Configuration XML file is not required click Finish to exit the Wizard.
If a Configuration XML file is required please follow steps 14-15 instead.
Select a location to save your configuration and give it a name.
In this example a subfolder has been created in the DriveWorks folder within the Roaming Folder called BackupConfigurations.
If a configuration file was loaded (Step 5 above) the Location and File name will default to the folder and name of the loaded configuration file.
If no configuration file was loaded a File name must be entered and the location will default to C:\Users\[UserName]\AppData\Roaming.
Click Save to created the file.
Windows Explorer can be opened at the location the package file was saved by clicking the Open File Location button.
Click Finish to exit the Pack and Go Wizard.

Validating the Package File

We recommend paying particular attention to Step 11 above to ensure the expected files are included in the package file.

Another method to ensure the completed package file contains the expected files is to:

Locate the .drivepkg file created above in Windows Explorer.
Make a copy of the file in the same location.
Rename the copied .drivepkg file extension to .zip (may require the Windows Explorer option to show File name extensions to be selected).
Browse through the .zip file (from Windows Explorer) to ensure all expected folders and files are included.

Pack And Go Configuration File

When you create a Drive Package using the Pack and Go Tool there is the option to create a Configuration file. This file is an XML file containing a copy of all the settings you used when creating the Drive Package. This means you can replicate the same Drive Package without having to go through all the selection process again.

To see how to create a Configuration please see steps 13-15 above in the How To Pack And Go Your Project.

How To Use A Pack And Go Configuration

This example shows how you would use a Configuration XML file to create a new Drive Package.

Within the Data Management Tool navigate to the Tasks Tab and select Pack and Go. This will open up the Pack and Go Wizard.
First select your location that you want to save the .drivepkg file to by clicking on the Browse button.
Once you have navigated to the location where you want to create your backup give the .drivepkg file a name and click Save. In this example the Drive Package will be called BackUp6.
The Group included in the Drive Package can be given a new name using the Packed Group Name box. This will be auto populated with the existing Groups name.
Click Next.
Now click the Browse button to select a Configuration File to use to create the Drive Package.
Browse to the location.
With a Configuration file selected make sure that the option to Use Current Configuration is selected.
When you upload a Configurations file the Use Configurations Window changes to show what is going to be included in the created Drive Package using the giving Configuration File.
If you want to change edit the contents then you can select the Modify Current Configuration option to go through the wizard to make the changes you desire.
Click Next.
Now review the Summary. This details the creation process of the Drive Package.
This will start the Pack and Go Process
Click Finish to exit the Pack and Go Wizard.