You can add multiple documents and folders to an Insight-managed library using the Add to Library command, or you can add individual documents using Solid Edge.
You can use the Add to Library command to load your unmanaged Solid Edge documents and folders to an Insight-managed library. You must have Author privileges to add documents and folders to a managed library. You can add a single document, multiple documents, or an entire folder.
When you create a new document, you can use the Save As command in Solid Edge to add the documents to a managed library. On the Save As dialog box, in the Save In box, select the managed library folder you want to use. When you close the document, it is added to the library.
When you add a Solid Edge document to the library, any other documents linked to the document are also added to the library. When you select a folder to add to the managed library, all the documents in the folder are also added to the library.
When you add a folder to a managed library, the folder structure is duplicated in the managed library. For example, if you select \mydocuments\parts, a new folder named parts is created in the managed library. After you add the documents and folders to a managed library, you can use Revision Manager to modify the folder structure and the links are maintained.
You cannot use the Add to Library command to move documents from one library to another. Instead, you should use Revision Manager to move documents between managed libraries.
Note:
If you use Internet Explorer or Windows Explorer to move documents across sites, the Solid Edge properties are not moved.
Folder security settings, approvals, profiles, and folder types are inherited from the parent folder for any new folders created during the add process. For example, if you add a Solid Edge Part document, flat050.par, into the managed folder, Washers, the part inherits the characteristics for the Washers folder.
The documents that you select to add to the managed library are called direct documents. These direct documents may contain links to other documents or reference other documents, which are known as indirect documents. For example, when you add an assembly to a managed library, all the parts and subassemblies within the selected assembly are indirect documents, if you select only the assembly document to add to the library. Similarly, a part copy within a part document or a part referenced within a drawing document are also indirect documents.
Note:
When you add a managed document to an assembly, Solid Edge uses SearchScope.txt to prevent you from creating links to documents with duplicate IDs. The SearchScope.txt file must list at least one managed workspace, or you will not be able to place managed parts in assemblies. See the Help file Defining the Searchscope for more information.
When you create a tube part in XpresRoute, a part file is created that contains the tube geometry. The tube part also contains a reverse link back to the assembly where the tube was created.
Suppose you open a new assembly, enter the XpresRoute environment, and create a tube. Until you save the assembly, the reverse link cannot be solved. To solve the reverse link, you are required to save the assembly before you create a tube in a managed library.
If you want to add an existing tube part to a managed library, you should repair the links first. In View and Markup, run the Search for Broken Links command to find the temporary name of the assembly. Once you have the assembly name, run the Redefine Links command to replace the temporary file name with the full path of the link.
For example, suppose you run the Search for Broken Links command and it reports a temporary name for an assembly named Assembly1a.asm. When you run the Redefine Links command, a series of Redefine Link dialog boxes allows you to solve this broken link. On the second Redefine Links dialog box, in the Current Link Path field, type assem1.asm. In the Redefine Link Path field, type the full path for the assembly file, for example, D:\projects\p105\Assembly1a.asm. This will resolve the link.