Title How To Publish, Discontinue and Delete a Product On The Product Catalog Details Additional Information Description ----------------- The following techniques describe the methodology in which the state of the Product can be changed to be Published, Discontinued and Deleted from the Product Catalog. Publish: --------- Once a product is placed in the catalog, 1. Login to the Design Portal as a User part of the Designers Group 2. Highlight the Product from the Catalog Structure and select #File #Publish 3. Enter a date when the Product should be published In order to approve the publication of the product login to the Product Portal as a user part of the Approvers Group, 1. Select on 'My Tasks' underneath the Home Tab 2. Select on the 'View Task' link for the appropriate product 3. Select the 'Approve' option and then 'Complete Task' link NOTE: The Top level Category which the Product Belongs and all subsequent Categories leading up to the product must also be at the 'Published' Stage in order for External Users to see the Product even if the product itself is at the 'Published' stage. Discontinue: -------------- Once a product has reached the 'Publish' state and there is a need to either Discontinue the product or delete it the following procedure should be followed: 1. Login to the Design Portal as a User part of the Designers Group 2. Highlight the Product from the Catalog Structure and select #File #Discontinue 3. Enter a date when the Product should be published In order to approve the discontinuation login to the Product Portal as a user part of the Approvers Group, 1. Select on 'My Tasks' underneath the Home Tab 2. Select on the 'View Task' link for the appropriate product 3. Select the 'Approve' option and then 'Complete Task' link Delete: -------- Only products which are at the 'Discontinued' or 'In Work' states can be deleted: 1. Login to the Design Portal as a User part of the Designers Group or the Organization Admin user 2. Highlight the Product from the Catalog Structure and select #Edit #Delete The associated Generic Product as well as the CAD Documents associated to that product are not deleted from DynamicDesignLink with this process, therefore if it is desirable to do so, the GP and CAD Documents must be deleted manually from Windchill Explorer. NOTE: In order to remove the product from the Product Catalog, you will have to delete the Product from the Product Catalog, but before being able to do so all products that were created based off that product must be deleted from the Product Portal. Therefore users who have configured/created their own product must delete it before the Product in the Product Catalog can be deleted. Products configured by users can be deleted by the Organization Admin user, a search on products can be performed as that user to find all products which were created based off the product. But the Search process is done on the basis of the name so some users might create their own product with a name which is not based off the Catalog Product's name.