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Version: 2026.09

Add Resources

You add a Resource in two ways. Upload stores the file on the Istari Digital Platform. Connect registers a Resource whose bytes stay in an external app, such as Google Drive or Windchill. Both start from the Resources page.

An administrator configures app integrations before Connect lists them. See App integrations.

Upload files​

Drag and drop​

  1. Go to the Resources page.
  2. Drag one or more files from your computer onto the page. A drop zone indicator appears.
  3. The Upload Resources modal opens. For each entry, fill in:
    • Resource name (required).
    • External Identifier (optional).
    • Tags (optional).
    • Infosec Level (required when infosec is enabled — defaults to the installation's default level; the field is highlighted in red if empty).
  4. Click Upload. Use Add more files to extend the batch before uploading.

Add resources​

  1. On the Resources page, click Add resources in the top-right action bar (or the + icon in the left panel header).
  2. In the Add Resources modal, select the Upload tab.
  3. Click Choose Files and select files from your computer.
  4. Complete the upload metadata and confirm.

Connect an external Resource​

  1. On the Resources page, click Add resources.
  2. In the Add Resources modal, select the Connect tab.
  3. Choose an app integration (for example Google Drive, Teamwork Cloud, PTC Windchill, Dassault Systèmes 3DEXPERIENCE, or Microsoft 365).
  4. Fill in the connection form with the required details for that integration.
  5. Click Connect. The platform creates a metadata Resource that references the external source.

To add a new revision of a Resource that is already registered, see Update a Resource.