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DriveWorks Pro 21
Pack and Go

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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 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.

  1. Within the Data Management Tool navigate to the Tasks Tab and select Pack and Go. This will open up the Pack and Go Wizard.

    Data Management Tasks Page.

  2. Select the location you want to save the .drivepkg file to by clicking the Browse button.

    Pick save location Wizard Window with a Browse button.

  3. 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.

    File Explorer where to determine the location and the name of the file to create.

  4. 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.

    Giving the Group a new name.

  5. 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.

    Please see the section How To Use Pack And Go Configurations for more information about this functionality and how to use it.

    Click Next.

    Use Configurations Window.

  6. Next select the Projects to include in the Drive Package.

    The Rule History for each project can also be included.

    Click Next.

    Select Projects Window with all the Projects selected to be included.

  7. Next select the Group Tables to include in the Drive Package.

    Click Next.

    Select Group Tables Window with all the Group Tables selected to be included.

  8. 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.

    Select if Automatic or Manual component selection is required.

  9. 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.

    This is the list of all the captured components to include in the Drive Package.

  10. Next select any additional options that you want to include in the Drive Package.

    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.

    Please ensure that the Source Root Folder is high enough in the folder structure that it encompasses all relevant files and folders. This will ensure that all necessary files with their correct references will be included in the Drive Package.

    Click Next.

    This shows the additional options that you can pick on the Addition Options page.

  11. The next step is to review the files that are being selected to be included in the created Drive Package.

    Files included from the selections made will appear with a black box in the checkbox next to them.

    To remove a included item simply uncheck the checkbox for the item in the list.

    You can not uncheck the Project or Group selections

    Click Next.

    This shows the files that have been selected to be included in the created Drive Package.

  12. 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

    This shows the summary page detailing the process of creating the Drive Package.

  13. 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.

    This image shows the Working... window showing the log of creating the Drive Package.

  14. 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.

    This shows browsing and saving the Configuration in the opened Windows File Explorer

  15. 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.

    Clicking Finish to completer the process

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.

  1. Within the Data Management Tool navigate to the Tasks Tab and select Pack and Go. This will open up the Pack and Go Wizard.

    Data Management Tasks Page

  2. First select your location that you want to save the .drivepkg file to by clicking on the Browse button.

    Pick save location Wizard Window with a Browse button

  3. 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.

    File Explorer where to determine the location and the name of the file to create.

  4. 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.

  5. Now click the Browse button to select a Configuration File to use to create the Drive Package.

    Shows clicking the Browse button on the Use Configurations window.

  6. Browse to the location.

    This Image shows selecting the Configuration File to use

  7. 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.

    This shows the Use Configurations window when a Configuration has been selected. Details what is going to be included.

  8. Now review the Summary. This details the creation process of the Drive Package.

    This will start the Pack and Go Process

    This shows the summary page detailing the process of creating the Drive Package.

  9. Click Finish to exit the Pack and Go Wizard.

    Clicking Finish to completer the process

Further Information

The Pack and Go Tool uses a very similar process to Copy Group. To learn more about this please visit the Copy Group Help File page.