Adding documents to the PIM for Website Display
This guide is relevant for those using the Pim to Drupal media assets integration. It outlines the process of adding documents to products in PIM and the data required for those documents to display on Drupal website pages. It also outlines the steps needed in PIM and Drupal to remove and delete files from the website.
This is a two step process, firstly you need to add a document into the PIM media library, and then you attach that document to a product. The documents are exported nightly and update on the relevant website PDPs
Adding document to the PIM Media Library
Log into the PIM.
1. Click on the Media icon from the left menu.
2. Click on the + icon to add a document
3. When the 'Upload document' appears click on the option to add files or drag a document to the window.
Click on the Start upload button to upload the document.
4. A blue checkmark will appear on the top right of the download when it has successfully uploaded.
5. Close the window.
6. Next, use the media search at the bottom of the left column to locate the document you have just uploaded
7. When you have located the document, click on it and you will see all information relating to that document show in the bottom right panel of the PIM.
8. Click on the second tab over - General Information
Add the data for each document
Display Name - this is how the document will appear on the website
Category 1: This field is for type of document that you are adding eg, brochure, installation guide etc. You can populate this field with whatever document types you would like to use.
Category 2: This field is for the files location so should be PDP
Category 3: This field can be ignored
Languages : Enter English
Check the Publication box
If the publication both is not checked, the download should still display on PDPs but may not display in other download blocks.
To note file categories are case sensitive. It's important to use a consistent naming convention across document categories for accurate mapping on the website
Attaching document to product
Click on the Search icon in the left menu of PIM
Using the dropdown menu check you are in the correct PIM area - Articles GDHV
Search for the product that you want to add the document to
Click on the Assets tab of the product you have chosen
Click on the + icon
Choose the type of document from the Type field eg Brochure
Click on the blue here link to open the media search window
Search for the document you just uploaded
Click on the document and attach to the product
Products can also be attached to a product directly from the downloads in the media library under the usage panel.
Removing Downloads from the Website
If you no longer want a download to display on an area of the website. Remove it's category 2 tag(s) (PDP for example). Deleting the download in PIM, or unassigning it from the product will not delete the file on the website. Removing the tag(s) will prevent it from displaying on the website PDPs and in download components
If after the tags have been removed in PIM and those changes have been exported to Drupal you can then delete the file from PIM and/or the Drupal media library if you wish.
If you wish to completely delete the file from PIM and the website follow these steps in order:
- Delete in PIM
- Delete the media library item (under admin/content/media)
- Delete the file (under admin/content/files). This deletes that file URL so if it was saved by a customer previously they will no longer be able to access it