Aras Workspace Productivity Connector Basic Operation

This section overviews the available Connector commands and other basic information.

When the Aras Workspace Productivity Connector is installed on Google Workspace Online add-on, it adds an Aras add on within the Doc, Sheet, and Slide applications:

Section

Command or Field Name

Icon

Description

Documents New Aras Document Creates a new Workspace file managed by Aras, optionally using a template stored in Aras.
Documents Save As Saves the current Workspace file’s PDF as a new PDF file managed by Aras.
Editing Edit Sets the edit claim on the current Workspace file’s associated Aras Document
Editing Save Saves the current Workspace file’s PDF in Aras and retains the edit claim.
Editing Done Saves the current Workspace file’ PDF in Aras and removes the edit claim on the current Aras document.
Metadata Refresh Refreshes Aras document properties.
Metadata Promote Promotes the current Aras Document to a new lifecycle state (optional).
Metadata Properties Displays a list of all file synchronized properties.
Metadata Links Opens a dialog enabling adding or removing links to other Aras Items.
Metadata Detach Removes the Aras tracking information from the current Workspace file.
Collaboration Discussion Accesses the Discussion Panel, where comments can be added and sent.
Help Session Displays session information and allows logging out of Aras.
Help About Displays information about the Aras Workspace Connector.
Settings Settings Accesses the Settings task pane to manage user settings for logging in.
Refresh Settings Refreshes new settings and properties from Aras.

Users must log into Aras Innovator with their username and password to use the Aras Workspace Productivity Connector. After starting any Workspace application and selecting a command from the Aras ribbon, users will see the following dialogs:

The URL for connecting to Aras Innovator can be entered manually or stored as a dropdown selection. The URL connections for the dropdown selection are stored in Settings under the System button in the Aras Ribbon:

The Connector functions can be used after loggin in. A separate login to Aras is required for each Workspace application. The Aras login will remain active if the Workspace application is active.

Users can log out of Aras by clicking the down arrow in the System section and selecting Session and Log out:

Note
The ability to access data in Aras through the Aras Workspace Productivity Connector depends on user permissions.

The Aras Workspace Productivity Connector does not affect the ability to use the normal Workspace Save and Open commands.

Aras Innovator organizes data using different Item Types, such as Parts, Projects, and Process Plans. To manage files, it typically uses an Item called a Document—though the name might vary.A Document is like a container: it holds one or more files and includes details (metadata) about them. Documents can be linked to other Items, like Parts or Projects, so users can easily find and open related files.