Add unmanaged documents to Teamcenter

  1. Choose Start→Programs→Solid Edge ST6→Data Preparation→Add to Teamcenter.

    Caution:

    Running Add to Teamcenter while Solid Edge documents are open can cause interference with documents that exist in the cache. As a best practice, close all Solid Edge documents before running Add to Teamcenter.

    Optionally, you can clear existing cache content prior to running Add to Teamcenter.

    In the Add to Teamcenter dialog box, click Cache.

    Log on to Teamcenter by entering your User ID and Password.

    Clear your cache by clicking Delete All .

    Click Yes to confirm that you want to delete all the documents from the project.

    Close the Cache Assistant dialog box.

  2. In the Add to Teamcenter dialog box, select the folder or documents you want to add to the managed library.

  3. Click Add and your selection is added to the Folders and Documents To Be Added list.

  4. To link the files that are added to Teamcenter to a specific folder, select the Add Documents to This Folder check box.

    Use Browse for Library Folder to choose a folder from the Select Folder dialog box or create a new folder.

    Note:

    Leaving the Add Documents to This Folder check box cleared adds the files to Teamcenter, but the folder is determined by the Teamcenter Preference WsoInsertNoSelectionsPref. By default, they are linked to the Newstuff folder.

  5. Click Dry Run to examine the selected unmanaged files for broken links or missing information and generate an ordered list of your documents.

    The documents are not added to the library and the documents remain in the queue for you to make any necessary corrections and return to Add to Teamcenter.

  6. (Optional) Select the Update Status On All Documents to Checked-In check box to check the documents into Teamcenter.

  7. Determine how you would like the software to handle an overwrite condition by setting the Overwrite option.

    The Add to Teamcenter program compares the Teamcenter import date with the date the files were last modified to see if the files have already been loaded into Teamcenter.You can set the overwrite option to prompt you, to overwrite all documents it finds, or to not overwrite any documents. This option is particularly helpful if you are loading unmanaged documents unattended.

    Note:

    You can load files over files that already exist in Teamcenter. Add to Teamcenter checks the item, revision, and dataset against those already in the database and gives you the option to check out the document and overwrite it, check out all files that exist and overwrite them, leave the file and use the file already in the database, leave all files and use the ones that already exist in the database or cancel the import process.

  8. Set the Revision Rule for use with the documents.

    Your choice specifies the revision rule used to create the BOM. If this is the first time you have run Add to Teamcenter, the Teamcenter default Revision Rule is used. The Teamcenter Preference TC_config_rule_name defines the default Revision Rule.

  9. (Optional) Set the Automatically Retry Documents That Fail to Load check box to retry the load of any documents that failed to load on the previous attempt.

  10. Click OK to perform the Dry Run.

    While the dry run is processing, you can monitor its progress on the Add to Teamcenter Status dialog box. The files in a dry run are not validated against what is in Teamcenter.

    If broken links are found during the dry run, the Broken Links dialog box is displayed. You can choose to suspend the process, find alternates, or ignore the broken links.

    Caution:

    Repair any broken links before proceeding with adding your unmanaged documents into Teamcenter.

    You can suspend Add to Teamcenter and use the Analyze, Link Fixup, and Modify data preparation programs to correct reported problems in your unmanaged files.

    Once any broken links or other problems have been corrected, restart Add to Teamcenter to complete any unfinished actions.

  11. If no broken links or missing information were found, respond to the Validations Complete dialog box by clicking View Log, Summary, Continue, Cancel, or Suspend.

    Clicking Continue loads the documents into Teamcenter.

  12. When your selected documents successfully load into Teamcenter, you are notified that the Add to Teamcenter process is complete.

  13. (Optional) Click Cache to view your documents in the cache.

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