Rename Files

You can rename files in a vault. When renaming files, the Rename Wizard may not update the related files which reference the files being renamed until getting the files outside of Vault (eg. Get/Check Out, Pack and Go and etc.). New file names can be specified in the Rename wizard or a naming scheme can be selected for renaming. A report listing the files that were renamed can be exported from the Rename Wizard. Only rename files in the vault using the Rename Wizard. Files being renamed must be checked into the vault before renaming.

You must be assigned the role of either Editor or Administrator to perform this action. Contact your vault administrator to verify your role.

1. Files being renamed must be checked into the vault before renaming. Select a file and then from the Edit menu, select Rename.

   Or

   Right-click a file displayed in the file list, and then select Rename. The Rename wizard is displayed.

2. The wizard lists the file or files that were selected from the main pane. Click Add Files to include other files from the vault.
3. Click Next. The Rename Wizard lists the related files that are affected by the name change. Each file listed is checked out and the reference to the renamed file is updated. You must have permission to check out the files before proceeding.
   Note File which referencing the file to be renamed may not be listed in the Rename Wizard. Therefore, they will not be updated during renaming but will be updated during get outside of Vault. In this case, you don't have to have permission to these files.
4. Click Next. The files to be renamed are listed. Click in the New Name field for each file to enter a new file name.
   NoteIf any version of the parent file is referencing the file being renamed, the file may not be renamed.

   If a numbering scheme is active, the Generate File Number dialog box opens.

   Generate File Number

   • Select the scheme that you want to use from the Scheme drop-down list.
   • If applicable, modify the Number field based on the scheme's parameters.
   • Click OK when you are finished.

     Click Skip to leave the data as is and return to the Enter Names screen.

5. A numbering scheme can also be specified for renaming the files. Click Numbering Scheme. In the Numbering Scheme dialog box:
   • Specify a prefix and a suffix to add to the file names and enter the text for each. The default prefix is "New".
   • Select Increment to numerically advance a file name that contains a number.

     Click Apply and then Close to use the specified settings or click Revert to restore the default values.

6. You can optionally select Update Part Number to assign the new file name to the Part Number iProperty for Inventor files.
7. Click Finish. The selected files are renamed. The wizard displays a summary of the files that were renamed.
8. You can choose to generate a report as a text file and save it locally or in the vault by performing one of these options:

   The Comment field for each file effected by the rename process contains the comment "Rename".

   • To save the report locally, click Save. On the Save As dialog, navigate to the folder structure where you want to store the file locally. Enter a name for the report and click Save.
   • To save the report in a vault, Click Send to Vault to display a list of vault folders. Select the vault in which you want the report saved, enter a name for the report, and click Save.
9. Click Close to exit the wizard.