working with solid edge embedded client st5 -...

Working with Solid Edge EmbeddedClient

Publication Numberspse01424 105

Proprietary and restricted rights notice

This software and related documentation are proprietary to Siemens ProductLifecycle Management Software Inc.

© 2012 Siemens Product Lifecycle Management Software Inc. All Rights Reserved.

Siemens and the Siemens logo are registered trademarks of Siemens AG. Solid Edgeis a trademark or registered trademark of Siemens Product Lifecycle ManagementSoftware Inc. or its subsidiaries in the United States and in other countries. Allother trademarks, registered trademarks, or service marks belong to their respectiveholders.

2 Working with Solid Edge Embedded Client ST5 spse01424 105

Contents

Proprietary and restricted rights notice . . . . . . . . . . . . . . . . . . . . . . . . . 2

Course overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Course description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Course prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Course objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8How to use this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Software summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Activity data set and training configuration information . . . . . . . . . . . . . . . . . 9

Getting started with Solid Edge Embedded Client . . . . . . . . . . . . . . . . . 1-1

Interface basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Basic file operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9Solid Edge Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14Lesson review: Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15Answers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16Activity: Create, save, and close a part document . . . . . . . . . . . . . . . . . . . . . 1-16Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-23

Searching and viewing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Searching for documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Searching for Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Searching for Item Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Searching for Item Revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4Searching for Datasets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4Searching for non-Solid Edge documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5Defining custom searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6Searching and viewing additional properties . . . . . . . . . . . . . . . . . . . . . . . . . 2-6Search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7Lesson review: Searching and viewing data . . . . . . . . . . . . . . . . . . . . . . . . . 2-7Answers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7Activity: Open and search for documents . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12

Preparing and loading unmanaged documents into Teamcenter . . . . . 3-1

Preparing unmanaged documents for Teamcenter . . . . . . . . . . . . . . . . . . . . . 3-1Adding documents to a Teamcenter managed environment . . . . . . . . . . . . . . . 3-5Lesson review: Preparing unmanaged documents . . . . . . . . . . . . . . . . . . . . . 3-10Answers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10Activity: Prepare unmanaged documents for Teamcenter . . . . . . . . . . . . . . . . 3-11Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16

Working with assemblies in the managed environment . . . . . . . . . . . . . 4-1

spse01424 105 Working with Solid Edge Embedded Client ST5 3

Contents

Understanding PathFinder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1Placing parts in assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6Constructing new parts within an assembly . . . . . . . . . . . . . . . . . . . . . . . . . 4-10Drawing view creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12Lesson review: Working with assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15Answers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15Activity: Create an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16Activity: Create a drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-23Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25

Opening and adding content to an existing managed document . . . . . . 5-1

Opening managed Solid Edge documents . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1Mirror command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4Lesson review: Opening and adding content . . . . . . . . . . . . . . . . . . . . . . . . . 5-6Answers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6Activity: Add content to an existing managed document . . . . . . . . . . . . . . . . . 5-6Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12

Working with managed documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Opening documents efficiently . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1Working with read-only documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2Checking out read-only documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4Creating new documents with the Save As command . . . . . . . . . . . . . . . . . . . 6-4Revising documents with the Revisions command . . . . . . . . . . . . . . . . . . . . . 6-5Lesson review: Working with managed documents . . . . . . . . . . . . . . . . . . . . 6-5Answers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6Activity: Use Hide All Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6Activity: Work with a read-only document . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10

Managing your Cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

What is the Cache? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Managing the cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Redefining the Cache location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4Providing a private Cache for each user . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4The Cache and Revision Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5Lesson review: Managing your cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5Answers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5Activity: Manage the local cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10

Using the Structure Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

What is the Structure Editor? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1Managing assemblies in Structure Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4Edit BOM Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6Managing your local cache in Structure Editor . . . . . . . . . . . . . . . . . . . . . . . 8-8Lesson review: Using Structure Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9Answers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9Activity: Use the Structure Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-16

Running Solid Edge Embedded Client Diagnostics . . . . . . . . . . . . . . . . 9-1


Contents

Introduction to the diagnostic application . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1Exporting your attribute mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2Lesson review: Running Solid Edge Embedded Client diagnostics . . . . . . . . . . 9-3Answers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3Activity: Run diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-6


Course overview

Course descriptionWorking with Solid Edge Embedded Client instructs end users how to use the SolidEdge Embedded Client (SEEC) to create, revise, and manage data in the context oftheir daily tasks.

What is cPDM?

Collaborative Product Data Management (cPDM) is a tool that helps manage allthe processes, applications, and information required to design, manufacture, andsupport a product throughout its life cycle.

A collaborative product data management tool such as Teamcenter helps you:

• Reduce duplicate data, which reduces storage requirements.

• Simplify finding and distributing data to those who need it.

• Manage assemblies and relationships between parts.

• Maintain the history of a product’s development evolution.

• Have revision control and assurance of latest data.

• Have access control to ensure integrity of data.

What is Solid Edge Embedded Client?

Solid Edge Embedded Client (SEEC) provides seamless connectivity between SolidEdge, the revolutionary computer-aided design (CAD) system, and Teamcenter. Theintegration is transparent, and you do not need to learn a unique interface to useit. Solid Edge ST5 commands and supporting tools that create or close documentsinteract with the Teamcenter data structure to manage those documents so youdo not have to.

If you are already familiar with the Solid Edge user interface, you will find the sameenvironments for constructing parts, building assemblies, and producing drawingswhile working with documents managed by Teamcenter.

• Part

• Assembly

• Draft

• Sheet Metal


Course overview

Course prerequisitesBefore beginning this course, it is recommended that you complete training in thefollowing areas:

• Self-paced training or instruction in Solid Edge fundamentals. Contact yourSolid Edge reseller for details.

• Teamcenter or Teamcenter Express instructor-led or self-paced training.Teamcenter training information is available from the Siemens PLM Softwareweb site at http://training.industrysoftware.automation.siemens.com/index.cfm.

Course objectivesThis course was developed to demonstrate how to utilize the transparent integrationbetween Solid Edge and Teamcenter, the de facto standard in Collaborative ProductData Management (cPDM).

After successfully completing this course, you will be able to:

• Understand the relationship between Solid Edge ST5, the Solid Edge EmbeddedClient, and Teamcenter.

• Understand and utilize Solid Edge Embedded Client workflows and commonproperty dialog boxes.

• Move unmanaged documents into a Teamcenter managed environment.

• Create and modify Solid Edge documents managed in the Teamcenterenvironment.


http://training.industrysoftware.automation.siemens.com/index.cfm

Course overview

How to use this guideIn each lesson are sections that include important concepts followed by an exercisefor practicing the concepts.

The format of the exercises is consistent throughout the guide. Steps are numberedand specify what you should accomplish at any point in the exercise. Below eachstep are specific instructions for the individual actions you must take to accomplishthe step.

Each lesson ends with a review that emphasizes concepts introduced in the lesson.

Conventions

The following conventions for tips, notes, caution, and warning messages are usedwithin this manual:

Tip A tip indicates information that helps you apply the techniques and proceduresdescribed in the text.

Note A note identifies general instructions or comments that need to be emphasized.

Caution A caution identifies practices that can either produce results contrary towhat you expect or result in damage to software or data.

Warning A warning identifies practices that could result in permanent loss of dataor software.

Software summaryThis training guide assumes you have successfully loaded the Solid Edge TeamcenterClient, the software required for the operation of Solid Edge Embedded Client.

Refer to the Solid Edge Embedded Client SEEC_readme.htm file located in \ProgramFiles\Solid Edge ST5\Program\Embedded Client for specific version compatibilityinformation.

Caution This release of Solid Edge Embedded Client is not supported on the WindowsXP operating system. ST5 is the last Solid Edge release that will supportWindows Vista.

Activity data set and training configuration informationThe activities in this training guide assume you have successfully loaded theANSI templates, set Part and Sheet Metal documents to start in the Synchronousenvironment, and obtained the associated training files required for completionof the course.

Value Added Resellers can access the Siemens Partner Portalhttps://partnerportal.industrysoftware.automation.siemens.com to produce a .pdfversion of the training guide and obtain the necessary training activity files.

1. Use your webkey to access the Partner Portal.

2. Choose Training®Training Materials®Solid Edge Training.


https://partnerportal.industrysoftware.automation.siemens.com

Course overview

3. Under Self-paced Courses, click Working with Solid Edge Embedded Client.

The training files are available through the link Working with Solid EdgeEmbedded Client activity files.

Training files should be extracted to a folder named \SEEC Class Files.


Lesson

1 Getting started with Solid EdgeEmbedded Client

After completing this lesson, you will be able to:

• Activate and use Solid Edge with Teamcenter.

• Determine your default modeling environment.

• Create and save Solid Edge documents using the Solid Edge Embedded Client.

• Use Solid Edge Help tools.

Interface basicsSolid Edge Teamcenter Client must be installed on each workstation requiringaccess to Teamcenter managed Solid Edge data. The commands you encounterbehave like typical Windows commands.

Starting Solid Edge Embedded Client

To start Solid Edge ST5 with Teamcenter, look for the Solid Edge program icon onyour desktop and double-click it.

The startup screen

The Solid Edge Startup screen provides user assistance, such as tutorials and accessto Help. It also provides access to basic operations, such as creating and openingfiles, and a visual queue that the Teamcenter managed mode is enabled.

spse01424 105 Working with Solid Edge Embedded Client ST5 1-1

Lesson 1 Getting started with Solid Edge Embedded Client

The Favorite Links portion of the screen includes a link to Solid Edge Technicalsupport. You can click Add or Remove Links to edit the entries in the Links list.

Enable Teamcenter in Solid Edge

To start the Embedded Client in Solid Edge, click the Application button, andchoose Manage®Teamcenter. The Solid Edge features that work with Teamcenterare enabled.

When working with Teamcenter data through the Solid Edge Embedded Client, youuse the same commands that you normally would in Solid Edge. When Teamcenteris selected, Solid Edge automatically adjusts the user interface as needed to provideaccess to Teamcenter functions.

This normally changes the Solid Edge user interface in the following ways:

• Teamcenter is indicated in the startup screen.

• Teamcenter is displayed in the application title bar of the window.

Note If Teamcenter is not indicated, you are working in an unmanaged SolidEdge environment.

• When browsing for Solid Edge files you are presented with the data from theTeamcenter database.

1-2 Working with Solid Edge Embedded Client ST5 spse01424 105

Getting started with Solid Edge Embedded Client

• When new documents are created you are prompted to upload them to theTeamcenter database, as they are not yet resident in the database.

• When you save a file, it is only saved locally to your cache. When you close thedocument, it is uploaded into the Teamcenter database.

Determining your default modeling environment

Solid Edge ST5 provides you the opportunity to specify the modeling environmentyou want to start in when creating a Part or Sheet Metal document. A model cancontain only synchronous features, only ordered features, or a combination of bothfeature types. Since Assembly documents can be comprised of both Synchronous andOrdered content, there is no need to specify a starting environment for Assembly.The default environment is typically set by the system administrator, who may alsochoose to allow you to change your default environment. The option is available onthe Helpers page of the Solid Edge Options dialog box.

The available environments are:

• Synchronous — collection of faces that define the feature shape. There isno history retained of how a synchronous feature was created. Face(s) of asynchronous feature can be edited.

• Ordered — history based. You can edit an ordered feature by returning to anystep used in the feature creation process. No face(s) of an ordered feature canbe edited.

Note The setting is only used when a new Part or Sheet Metal document is created.Opening existing documents is not affected by the setting.

The lessons and activities in this training guide assume your modeling environmentis set to Synchronous. For more information, see the Solid Edge Help topic,Modelingsynchronous and ordered features.

Creating a new document

You can create new documents in the following ways:

• Use the New command on the Application menu and then select the templateyou want from the New dialog box.

• Open one of the Solid Edge environments from the Create menu. When you usethe Create menu, an appropriate template is used as the starting template. Forexample, when you open the ANSI Part environment, the default template isused as the starting template for a new part document.

Regardless of the method you use to create a document, a document template isused as a starting point. A template is a document that provides default settingsfor text, formats, geometry, dimensions, units of measurement, and styles that areused to produce a new document.

Templates are delivered with Solid Edge ST5 for each environment:

• Assembly

• Draft



• Part

• Sheet Metal

In a managed environment, your administrator loads your company standardtemplates and you are presented with the templates as managed items.

Managed template folders

Your administrator can edit the property set of the standard templates to includedefault values for some of the properties as well as the additional custom propertiesyou need to manage your documents. For example, to make it easier to createdrawings that conform to your company’s standards, a custom Draft documenttemplate can be defined by the administrator where your company’s dimensioningand annotation standards have been defined. Then any changes to the standardscan be managed through the document management system of Teamcenter.

Connecting to Teamcenter

The first time you create a new document or open an existing document in a newSolid Edge session with Teamcenter, the Login to Teamcenter dialog box is displayedand you are prompted to log into Teamcenter.

This dialog box uses a Teamcenter user ID, password, group, and role assigned bythe Teamcenter administrator to access the specified Teamcenter database.

Note This dialog box only appears when you begin a new Solid Edge session. Oncea Solid Edge document is open and you are connected to Teamcenter, it is notdisplayed.



The user interface

After logging into Teamcenter, the Solid Edge application window is displayed onyour screen. The application windows consists of the following areas.

Label Name How it is used

(A)

Application button Displays the Application menu, whichprovides access to all document levelfunctions, such as creating, opening, saving,and managing documents.




(B)

Quick Access toolbar Displays frequently used commands. Usethe Customize Quick Access Toolbar arrow

at right to displayadditional resources:

• Add or remove standard document-levelcommands.

• Fully customize the Quick Access toolbarusing the Customize dialog box.

• Control the placement of the commandribbon.

(C)and(D)

ribbon with commandsgrouped on tabs

The ribbon is the area that contains allapplication commands. The commands areorganized into functional groups on tabs.Some tabs are available only in certaincontexts.

Some command buttons contain splitbuttons, corner buttons, check boxes, andother controls that display submenus andpalettes.

(E)

command bar A floating bar that displays command optionsand data entry fields for the Select Tool orany command in progress.

The command bar contains the Accept(checkmark) button that accepts the selectionand the Deselect (X) button that clears theselection.

Panes (docking window) A pane contains tab sets that groupfunctionality according to the type ofdocument you are working in. It also lists thecontents of the active document, sorts themby name or type, and controls their visibility.

Example

• In a part document, the defaultpane is PathFinder, and its tab setsinclude the Feature Library, Layers,and Sensors.

• In a draft document, the defaultpane is the Library, and its tab setsinclude Layers, Groups, Queries, andthe Library.




(F)

PathFinder The PathFinder can be docked or floating.The image shows the floating option.PathFinder contains all elements in theactive document. You can select elements inPathFinder and control display.

(G)

graphics window Displays the graphics associated with the 3Dmodel document or a 2D drawing.

When you work in a synchronousenvironment, a contextual productivity toolcalled QuickBar is displayed in the graphicswindow enar your cursor. QuickBar providesdirect access to frequently used operationsbased on your current selection.

(H)PromptBar A scroll-able, movable docking window that

displays prompts and messages related to acommand that you have selected.

(I)

status bar Displays messages related to the applicationitself.

Provides fast access to view-controlcommands—zoom, fit, pan, rotate, viewstyles, and saved views.

Houses Command Finder, a valuable toolyou can use to locate a command in the userinterface.

Command Finder

To find commands quickly, use the Command Finder located on the status bar. Youcan search for the command by command name or by capability.

When you type a term and click Go , the Command Finder dialog box displaysresults that contain your search term.

For available commands, you can use the results shown in the Command Finderdialog box to:

• Locate the command in the user interface.

• Read the associated Help topic.

• Run the command.

Help works even for commands not available within the current environment.To see results in other environments, you can use the Show Matches Outside ofEnvironment option on the dialog box.

You can turn Command Finder on and off using the Command Finder option on theCustomize Status Bar shortcut menu.



The Solid Edge window with Teamcenter enabled

When you create a new document, a blank document opens and is displayed on yourscreen. With Solid Edge Embedded Client, the components of the Solid Edge windowdiffer slightly from native Solid Edge. When the Solid Edge window is displayed,Teamcenter is indicated in the title bar of the window, and the new document isgiven a temporary document identifier and extension. PathFinder shows the formulafor the unsaved document. You can define the default document name formula onthe Helpers page of the Solid Edge Options dialog box when a document is open inSolid Edge Embedded Client.

Any changes you make to the document are stored in memory. You have to save thedocument to preserve the changes to your document. The first time you save thedocument, you can define a permanent identifier as well as other options usingthe Save dialog box.



Viewing Teamcenter Objects in PathFinderFolders are commonly used to organize links to frequently used objects. Whenworking with Teamcenter, each user has a Home folder which can have anyworkspace object connected to it. Teamcenter uses objects to store information thatdescribes each Solid Edge document, in addition to storing the document or file itself.

The objects known as Item, Item Revision and Dataset combine to fully describethe associated document.

Item A commonly used workspace object that captures themetadata describing all the associated revisions.

Item Revision Captures the revision-specific metadata. It is metadatathat is useful in data retrieval and reuse.

Dataset Captures the document and is connected to the ItemRevision.

If you want to think of these objects in terms of hierarchy, from top to bottom,it would be Item, Item Revision, Dataset. You can view this hierarchy from theTeamcenter client. Each object is represented by a unique image, and as you expandeach level, you can see the structure. Once you reach the Item Revision, you may seemore than one Dataset for each Item Revision. For example, when your businessprocess requires the Solid Edge draft file to have the same Document Number as its3D part (.par), assembly (.asm), sheet metal (.psm) or weldment (.pwd) file, you willhave a draft (.dft) file with the corresponding number under the Item Revision. Thispractice impacts how a company manages Revisions.

Each object must have a unique identifier (ID). For Items, this is called an Item ID.In the following example, the Item ID for the Item (A) is 000130. The Item Revision(B) for this item is /A, which adds a unique Revision designation, followed by theDataset (C) and its Name.

The attributes that describe these objects are often the same, but when applied tothe Item, Item Revision or Dataset, they provide uniqueness. For example, since theName attribute is used by these three objects, to get a specific piece of informationyou can specify the Item Name, Item Revision Name and Dataset Name.

Basic file operations

Opening documentsYou can open an existing document in the following ways:

• Use the Open command on the Application menu and then select the documentyou want from the Open File dialog box.



• On the startup screen, choose Open Existing Document and then select thedocument from the Open File dialog box.

• Click the document in the Recent Documents portion of the startup screen.

When you use the Open command to open an existing document from a managedlibrary, the document is checked out and copied to the local cache, a folder in theWindows file system on your computer. When the document is checked out, itis opened so you can work on it, but other users cannot make edits to it. If thedocument you are opening contains links to other documents, those documents areavailable as read-only. The Look In list displays your Home folder and all availablefolders within the database from which you can select a document, along with a listof searches you have saved. When you open another managed document, you canselect the document from the local cache list, and the document in the managedlibrary will be checked out and opened.

Note An alternate method of opening Solid Edge documents is from the TeamcenterRich Client. Selecting File®Open on a Solid Edge dataset or double clicking aSolid Edge file type from the Teamcenter Express portal opens the document inSolid Edge. In the event Solid Edge is already running, the document opens inthe active application.

You can sort the list of entries or reorder the columns on the Open File dialog box bypositioning your cursor in white space on the dialog box, and right-clicking to displaycommands that enable you to control the appearance of the list.

Tip

• You can use the Open As Read-Only option on the Open File dialog box toopen a document as read-only.

• If you do not know the location of the document, on the Open File dialog box,click the Search button and define search criteria to locate the document.

• You can use the Revision Rule option to specify how links in the selecteddocument should be updated when the document is opened.

• If working with Teamcenter, you can use the Variant Rule option to specifythe variant rule used when opening a document. The variant rule isassembly-specific and is cleared if you select a different assembly.

Saving documentsTo save a document within Solid Edge Embedded Client:

• Use the Save command on the Application menu.

• Save the active document by selecting the Save icon from the Quick Accesstoolbar at the top left of the Application window.

• Use the Save As command on the Application menu.

When you first save a new document, the New Document dialog box is displayed.This dialog box is used to assign attributes to the document, such as the Item ID,Revision, and Item Name. Solid Edge Embedded Client provides a default documentname and Item Type. You can use this dialog box to give the item a meaningful



name and description as well as specify other attributes, such as the folder whereyou want to store the document on the disk.

The Item ID, Revision, and Item Name are required fields on the New Documentdialog box which aid in the organization and management of document data.

Closing documents

To close a document within Solid Edge Embedded Client:

• On the Application menu, click Close.

• On the Application menu, click Close®Close All.

The Close command closes the active document. If you have never saved thedocument, you will be prompted to save it now. The Upload Document dialog boxis displayed so that you can give the document a name and specify a folder andformat to save it to.

You may change the values for some of the columns, such as Item Name, on thisdialog box. You can also set the value to either Check In or Upload Document.

• If you set the action to Check In, the document is saved to Teamcenter andmade available for other users.

• If you set the action to Upload Document, the document is saved to Teamcenter,but remains checked out to you and is not available for edit by other users.



• If you made changes since the document was last saved, you are asked if youwant to save the changes. If the active document is read-only, you can savechanges by selecting Save As to save the document with a new name.

Exiting Solid Edge

To exit Solid Edge:

• On the Application menu, click Exit Solid Edge.

• Click the X in the upper right corner of the application window.

Exiting Solid Edge quits the application and prompts you to save any changes tothe open documents. The Upload dialog box is displayed so that you can give thedocument a name and specify a folder and format to save it to.

User assistance

Solid Edge user assistance makes command information available as you performtasks. You can access command, conceptual, reference, and instructional informationany time during a design session.

User interface help features

• Tooltips help you identify a user interface element, including command icons,option buttons, and other gadgets. When you point the cursor at a user interfaceelement, a label displays the name of the command and a brief description ofwhat it is. Where appropriate, the accelerator key combination that you can useto invoke the command is displayed. There may also be an informational graphicas well as a pointer to additional online Help. You can turn tooltips off and onusing the Show Tool Tips option on the Helpers page of the Options dialog box.

• The command tips provide contextual assistance as you work with Solid Edge.You can enable them by setting the Show Command Tips option on the Helperspage of the Options dialog box.



Learning tools

You can open the Help pane to access these learning tools:

• A comprehensive library of tutorials is available in every Solid Edge release.You can find them on the startup screen, as well as by clicking the Solid EdgeTutorials link in the Help window.

• Self-paced training courses and instructor-led training are available for SolidEdge. You can find them when you click the Solid Edge Self-Paced Traininglink in the Help window.

• You can use the About Solid Edge link on the Help window to see the softwareversion and license information.

Online Help

Solid Edge provides links to online Help, tutorials, and online training from the Help

window displayed when you click the Help Index icon . The Help Index button islocated at top-right on the command ribbon.

You also can press F1 whenever you need online Help during a design session. Whena command is active or if you have selected something in the graphic window, theHelp topic for that command appears. If no command is active, then the table ofcontents for the Help topics appears.



Search tips for online Help

One of the most widely used features of online Help is the search function. Followthese tips to get the most out of searching Help.

• To narrow your search results—Group elements of your search using doublequotes or parentheses.

Example To get information about the Zoom slider but not the other zoomfunctions, type “zoom slider” in the search box, and then click the List Topicsbutton.

• To widen your search results or when you are not sure what something iscalled—Use wildcard expressions to search for words or phrases. Wildcardexpressions allow you to search for one or more characters using a questionmark or asterisk.

Example The search string dimension* displays topics that contain the term"dimension," "dimensional," and so on.

• Further specify your search criteria—There are several things you can do totailor the search to get more specific results.

o Narrow your previous results by searching within the subset of topics usingthe Search Previous Results option.

o To search for topics that include all forms of a word, use the Match SimilarWords option.

Example For example, a search on the word "add" will find "add," "adds,"and "added".

o To find topics where the keyword is of primary focus, set the Search TitlesOnly option before you search.

• Sort results alphabetically—After you have searched, click the Title columnheader to sort the generated topic list alphabetically.

• Searches are not case-sensitive.

• Punctuation marks such as the period, colon, semicolon, comma, and hyphenare ignored during a search.

• You cannot search for quotation marks.

Solid Edge Technical SupportThe Global Technical Access Center (GTAC) provides technical support for SolidEdge customers.

Accessing Support from Solid Edge

You can access many support functions directly from Solid Edge. On the Help menu,click Technical Support. Then click the appropriate option to request a WebKeyaccount, to access the online support library, and so forth.



Contacting Support

In the USA and Canada, call 1-800-955-0000 or 1-714-952-5444. Outside NorthAmerica, please contact your local Siemens PLM Software office. For moreinformation or the telephone number of an office near you, call 800-807-2200.

You can also access GTAC on the Web:

http://support.industrysoftware.automation.siemens.com/gtac.shtml

For problems relating to Microsoft, you should contact Microsoft support on the Web:

http://support.microsoft.com

Lesson review: Getting Started1. List the environments available when working in Solid Edge Embedded Client.

2. List two ways to open a new document. List three ways to save a document.

3. What are the three objects that combine to fully describe the associateddocument when you are working with Teamcenter?

4. Where can attributes, such as Item Name, be assigned to a document?

5. How can you find information about the Search command?

6. What tool would you use to locate the Open command?


http://support.industrysoftware.automation.siemens.com/gtac.shtml

http://support.microsoft.com


Answers1. The environments available when working in Solid Edge Embedded Client are:

• Part

• Assembly

• Sheet Metal

• Draft

2. You can open a new document using several methods including:

• Selecting Application Button®New and selecting the appropriate template.

• Clicking the environment (Part, Assembly, Sheet Metal) from the Createportion of the Solid Edge startup screen.

You can save a document by:

• Selecting Application Button®Save.

• Clicking the Save icon on the Quick Access toolbar.

• Selecting Application Menu®Save As (or Ctrl + S).

3. The object’s Item, Item Revision and Dataset combine to fully describe theTeamcenter-managed document.

4. Attributes can be assigned to a document on the:

• New document dialog box for new documents.

• Upload document dialog box for existing documents.

5. Information regarding the Search command or any command in Solid Edge canbe found in on-line Help by clicking the Help Index icon located at top-right ofthe window.

6. You can use Command Finder, located on the status bar, to locate the commandswithin Solid Edge.

Activity: Create, save, and close a part document

Create, save, and close a part document

In this activity, you will learn how to start Solid Edge with the Embedded Client anduse basic file operations. You will learn how to create, save, and close files, how toassign properties to the document, and how to open existing files.

After completing this activity, you will be able to:


• Open any of the Solid Edge environments.



• Create a new Teamcenter-managed Solid Edge document.

• Save a Teamcenter-managed Solid Edge document.

• Close a document.

Note For this class, all students will be working in a common local folder on eachmachine. The class training folder will be used when saving files. Instructionsfor loading the class files are found in the Activity Data Set section of the CourseOverview. The activities assume ANSI templates are loaded.

Start Solid Edge.

▸ On the Start menu, choose Programs®Solid Edge ST5®Solid Edge.

The startup screen is displayed. Any of the Solid Edge environments can beopened from this screen by creating a new document. You can open an existingdocument or select a document from a list of recently used documents. You canalso launch tutorials from this screen.

▸ Notice the title bar indicates Solid Edge ST5 - Teamcenter.

Solid Edge Embedded client is enabled and you are working in a managedenvironment.

Turn the Solid Edge Embedded Client off and on.

▸ Click the Application button and choose Manage®Teamcenter.

Solid Edge Embedded Client is only activated when Teamcenter is displayed inthe window title bar. If Teamcenter is not displayed, you are working in anunmanaged environment.

▸ Click the Application button and choose Manage®Teamcenter to turnTeamcenter on.

Determine your default modeling environment.

▸ Click the Application button and choose Solid Edge Options®Helpers.

▸ Verify your Start Part and Sheet Metal documents using this environment optionis set to Synchronous.

Your new Part and Sheet Metal documents are opened using the direct modelingcapabilities available in the synchronous modeling environment.

▸ Click OK.



Create a new managed part file.

▸ Under Create, click ANSI Part.

Note The training activities assume ANSI templates are loaded for your use.Your display may differ.

The Login to Teamcenter dialog box is displayed.

▸ Log in to Teamcenter.

The first time you access Teamcenter you must log in.

▸ Enter your Teamcenter User ID and Password, and then select the appropriatedatabase.

▸ Click Login.

A new part document is opened.

Examine the screen.

▸ Notice Teamcenter in the title bar.

▸ Locate the document name formula which is displayed in PathFinder and in thetitle bar: Item ID/Item Revision-Item Name



Create a 3D solid base feature by drawing a sketch for the basefeature.

▸ Choose Home tab®Draw group®Rectangle by 3 Points.

▸ Position the cursor over the base coordinate system so that the XY principalplane highlights, then press F3 or click the lock to select it.

Tip You can use the QuickPick feature to make selecting the principal plane easier.

Notice the alignment lines attached to the cursor. The alignment lines are orientedto the principal plane you selected.

▸ Click to define the start point of the rectangle.

▸ Move your cursor to the right, and notice that the Width and Angle boxes updateto reflect the current cursor position.

▸ Position the cursor so that the Width value is approximately 2.50 in and theAngle is exactly 0.00 degrees, then click to define the second point of therectangle.

▸ Position the cursor so that the Height value for the rectangle is approximately2.00 in, then click to define the third point of the rectangle.

The sketch region is formed when 2D elements form a closed area.

Use the sketch region to create a solid feature.

▸ Choose Home tab®Select group®Select.

▸ Position the cursor over the sketch region and click to select it.

The QuickBar floating menu is displayed in the graphics window. It displays alist of possible actions and the available options for the current action.

An Extrude handle is displayed near where you selected the sketch. It is used toconstruct the feature.

▸ Position the cursor over the extrude handle and when it highlights, click toselect it.

▸ Position the cursor below the sketch, type 1.25 in the dynamic input box, andthen press Enter to define the extent for the feature.



The solid base feature is displayed and the sketch is no longer displayed.Sketches are discarded after you construct a feature.

Hide the base coordinate system using the options in PathFinder.

▸ In PathFinder, clear the check box adjacent to the Base entry.

▸ The Base entry in PathFinder changes color and the Base coordinate system ishidden in the graphics window.

Resize the view and display the entire part.

▸ Choose View tab®Orient group®Fit.

Tip The Fit command is also available in the status bar at the bottom of thegraphics window.

The file has not been saved or named. Save the file.

▸ On the Quick Access toolbar, click Save .

The New Document dialog box is displayed. This dialog box is used to assignattributes to the document to make it easier to manage. You will see a similardialog box whenever new files are created or existing files change.

▸ In the New Document dialog box, ensure the Item Type column is set to Item.

The table cells indicated with red asterisks must contain content prior to loadingthem into Teamcenter. You can type the information or have it generated for you.

Note Once you assign an Item Type, that attribute becomes read-only andcannot be modified.

▸ In the New Document dialog box, click Assign All to automatically assign anItem ID, Revision, and Item Name to the managed document.

The Item ID assigned to this document is a unique value.

▸ Select the Dataset Description cell and type Part Created in Activity 1.



The Dataset Description is blank when a single new document is listed. Thefile name is used when multiple new files are shown. You can use this field toprovide a description of the item, with a maximum of 240 characters.

▸ In the New Document dialog box, click OK.

The document is saved to disk.

The formula in PathFinder and title bar now reflects the new attributes assignedto the document. However, the document is not loaded to the Teamcenterdatabase until it is closed.

Close the file by selecting Application button→Close.

Closing the document loads it into the Teamcenter database.

Note Since no folder was specified on the New Document dialog box, by default theitem will be created in your Newstuff folder in Teamcenter.

Reopen the file you created and saved.

▸ On the startup screen, click Open Existing Document.

▸ In the Open File dialog box, double-click the Newstuff folder. It contains thedocument you want to open.

▸ Select the document you want to open from the Look In list.

The Look In list displays all available folders from which you can select adocument, along with a list of any searches you have saved.

▸ Click Open.

Display conceptual information regarding closing a document.

▸ On the status bar, in the Command Finder box, type the term: close document.



▸ Click Go to display results that contain your search term.

▸ In the Command Finder dialog box, point to Close and notice how the displaychanges to demonstrate the location of the Close command.

Run the command, closing the active document.

▸ In the Command Finder dialog box, click Close.

Exit Solid Edge.

▸ If you are prompted, click OK to check the document in to Teamcenter.

▸ Exit Solid Edge.

Activity summary

In this activity, you learned how to start Solid Edge with the Embedded Client andhow to determine your default modeling environment. You learned how to create,save, and close files, how to assign document properties that make files easier tomanage, and how to open existing files from a managed environment.

Now you will be able to:


• Open a Solid Edge document in a managed environment.

• Create a new Solid Edge part in a managed environment.



• Save a Solid Edge file in a managed environment.

• Open an existing Solid Edge document.

• Use Command Finder to locate and execute Solid Edge commands.

• Close a managed file.

Lesson summaryThe best way to learn the functionality of the Solid Edge Embedded Client is tospend time using it.

Things to remember:

• When browsing for Solid Edge files in Teamcenter mode, you will be presentedwith the data from the Teamcenter database.

• The Login to Teamcenter dialog box only displays when you start a new SolidEdge session. Once a document is open and you are connected to Teamcenter,it no longer displays.

• Saving a document saves it to disk and creates it in Teamcenter, but it is notloaded to the database until it is closed.


Lesson

2 Searching and viewing data


• Understand Items, Item Types, Item Revisions and Datasets.

• Execute searches to find item objects.

• Find and open managed Solid Edge documents.

• Create custom saved searches.

• Customize the display of document attributes on the Open File dialog box.

Searching for documents

You can search for managed documents by clicking the Search button located onthe Open File dialog box. The Search dialog box assists you in locating documentsthat meet a defined search criteria.


Lesson 2 Searching and viewing data

You can search for documents based on such attributes as Name, Item ID, andRevision. A list of named searches is already defined for you that you can use tolocate documents. Each named search displays only the attributes associated withthat type of search. For example, the search named Item displays only the attributesneeded to support the Item. By narrowing the list of available attributes you canquickly and easily define your search criteria.

Note You can use an asterisk (*) to do a wildcard search. For example, if you arelooking for all Item IDs that contain 260, you can type *260*.


Searching and viewing data

Searching for ItemsItems are the fundamental objects you use to manage data in a Teamcenterenvironment. Items are used to store data that is configuration or revision-controlled,such as business data from CAD files and document files created in Microsoft Office.

Each item has a label containing two pieces of information:

Item ID A unique identifier similar to a part number or documentnumber.

Item Name A short description of the item, such as a bolt, bracket, ortitle of a document.

Using the system-defined searches, you can search for documents based on theirItem ID or Item Name as well as other properties associated with the Item.

Searching for Item TypesTo search for an item, you should search for a specific type of item. The term itemdescribes all types of items that exist in the database.

The following types of items are delivered with Solid Edge Embedded Client andTeamcenter:

Item Type Description

Document

Used for data that is revision orconfiguration-controlled, such as test procedures ordesign specifications (Microsoft Word, Excel, andPowerPoint documents). Searching for this type ofitem retrieves the documents associated with theitem.

Engineering OrderContains data related to an engineering change andcan also be used as part of a workflow to route changeinformation.

Item

Used for data stored in the database that representsmanufactured parts, subassemblies, end-items, andtools. You search for this type of item to find CAD filesand other representations of part data such as 2D or3D images of drawings or models, or to view the bill ofmaterials for your product.

Standard Used for standard or purchased parts.

You can search for item types using the system-defined search Item-simple.



Searching for Item RevisionsItem revisions manage changes to items. When you create an item, the firstitem revision is automatically created for you. As you make changes to the item,additional item revisions are created to represent the revision changes.

Item revisions are what most users commonly access. They are used to managechanges and track history of the items.

Item revisions contain objects referred to as forms and datasets. Forms containattribute data for the item revision. Datasets represent the physical data files forthe item revision. Revisions may also contain other objects, such as folders andother item revisions.

There is a system-defined search to find objects based on Item Revision.

Searching for DatasetsDatasets manage data files and are typically stored in item revisions. The iconpreceding the dataset name will vary depending on the associated application.

Double-clicking a dataset launches the software application and loads the file inthe application.

Icon Type File PurposeSE Part .par Solid Edge file

Text .txt Text document

MSWord .doc Microsoft Word document

MSExcel .xls Microsoft Excel spreadsheet



Searching for non-Solid Edge documentsSolid Edge supports object linking. As a result, you can use Excel spreadsheetsto document parts lists or bills of material, apply Microsoft Word documents asinstructions for detailing a product, or link to images for product definition. Ina Teamcenter-managed environment, Teamcenter maintains these links similarlyto the links between draft documents and the 3D documents. The non-Solid Edgedocument is saved under the same Item Revision as the parent document or to anew Item and Item Revision.

Supported non-Solid Edge documents include Microsoft Office Excel (.xls and .xlsx)and Microsoft Office Word (.doc and .docx). Image documents supported are JointPhotographic Experts Group (.jpg), bitmap (.bmp), and Tagged Image File Format(.tiff)

Use the system-defined search for Item Revision or Item to find non-Solid Edgedocuments within the Teamcenter-managed environment.



Defining custom searchesIn addition to the system-defined searches, you can create and save custom searchesby defining the search criteria, providing a name for the search, and clicking Save onthe Search dialog box.

Custom searches are saved in the My Searches folder in the Look In portion of theOpen File dialog box.

Searching and viewing additional propertiesIn addition to the default properties visible on the Open File dialog box, you cansearch on and view any property synchronized with Teamenter. The Columnscommand, available from the shortcut menu when document properties aredisplayed, provides options for displaying property information in addition to thedefault information.

These options can be set for columns appearing in the Open File, New Document,Upload Document and Cache Assistant dialog boxes.



Search resultsAfter you define the search criteria and perform the search, the results of the searchare displayed in the Look In list in the Open dialog box. The search command isgoverned by the Teamcenter preference, SEEC_Search_Limit. To aid performance,the preference sets a limit for the number of items returned during a search. If thenumber of items returned by the search exceeds the number defined as the searchlimit, you have the option to modify the search criteria, view only the number ofitems defined as the limit, show all search results, cancel the query in progress, orcancel the search.

For more information regarding Teamcenter Preferences, refer to the Solid EdgeEmbedded Client Administrator’s Guide.

Lesson review: Searching and viewing data1. Objects which are used to store data that is configuration or revision-controlledare called _________________________.

2. True or False: Each item is described by a name, description, and creation date.

3. True or False: You can search for documents based on attributes such as name,Item ID and Revision.

4. Name three of the Item types delivered with Solid Edge Embedded Client.

5. True or False: Item Types are used to manage changes and track history of items.

6. What workspace object is used to manage data files created by other softwareapplications?

7. Non–Solid Edge documents such as Microsoft Excel and Word documents as wellas image documents are saved in the same _________ _________________ as theparent or to a new Item and Item Revision.

8. True or False: The creation of custom searches requires special privileges.

Answers1. Objects which are used to store data that is configuration or revision-controlledare called Items.

2. False — Each item has a label containing the Item ID, a unique identifier, andan Item Name, a short description. The creation date is not part of the label.

3. True — You can search for items based on several properties associated withthe Item. The name, Item ID and Revision are three of the properties that canbe used for search for items.

4. Three of the Item types delivered with Solid Edge Embedded Client are:

• Item — used for data stored in the database that represents parts,subassemblies, and other items such as 2D or 3D images of models.



• Document — used for data that is revision or configuration-controlled suchas a test procedure or spreadsheet.

• Standard — used for standard parts.

5. False — Item Revisions manage changes to Items.

6. Datasets are used to manage data files created by other software applicationssuch as Microsoft Word or Excel documents.

7. A non-Solid Edge document is saved under the same Item Revision as the parentdocument or to a new Item and Item Revision.

8. False — The creation of custom searches do not require special user privileges.

Activity: Open and search for documents

Open and search for documents

In this activity, you will learn how to find an existing managed Solid Edge documentusing the Search command with search criteria you define. Also, you will createand save custom searches you define.

Following this activity, you will be able to:

• Open a managed Solid Edge document.

• Search for particular Solid Edge documents in a managed environment.

• Create a customized search and save the search for future use.

Start Solid Edge.

▸ On the Start menu, choose Programs®Solid Edge ST5®Solid Edge.

Solid Edge displays the startup screen.

Search for and view the properties of an existing document.

▸ On the startup screen, click Open Existing Document.


The Open File dialog box is displayed. A file location (Look in:) and file name(File name:) are required to open an existing document. For this activity, thelocation of the part file desired is not known, so you will search to determinethe location of the file.

▸ In the Open File dialog box, ensure Files of Type is set to Part documents

(*.par) and click Search .

▸ In the Search dialog box, click the arrow to expand the Saved Searches list.



Notice there are a number of saved searches predefined for you. For example,you can search on attributes related to Item Revision, Objects in Projects, or anumber of other attributes.

▸ From the list of predefined searches, select Item.

▸ Click Erase to clear the existing search criteria.

▸ Double-click the empty cell beside Type and select Item.

▸ Double-click the empty cell beside Owning User and select your login.

▸ Click Search.

When the search is complete, the Open File dialog box displays the search results.

▸ Click the Item ID of the part you created in the previous activity.

A preview of the item is displayed in the Preview pane on the right side of theOpen File dialog box.

▸ Use the horizontal scroll bar at the bottom of the document list to view theattributes associated with your document.

There are several columns of attribute information displayed by default including:Item ID, Revision, Name, Type, and Description.

▸ Click Open to open the file in the Solid Edge Part environment.



Add dimensions to your base part using the Smart Dimensioncommand.

▸ Select Home tab®Dimension group®Smart Dimension and place dimensions forthe length and width of your base part.

Save and close the part file .

▸ On the QuickAccess toolbar, click Save .

▸ On the Application menu, click Close.

▸ On the Upload document dialog box, set the Action to Check-in and click OK.

In addition to using predefined searches to locate documents, you can define andsave custom searches.

Define a custom search using the predefined search named Item,together with search criteria for Item Type and Created After.

▸ From the startup screen, click Open Existing Document.

▸ In the Open File dialog box, click Search .

▸ Click Erase to clear the existing criteria.

▸ In the Search dialog box, in the Type list box, select the search criteria Item.

▸ From the Owning User list box, select your login.

▸ Double-click the empty cell beside Created After and then click the down arrowto display a calendar. From the calendar, select yesterday’s date.

Name your custom search then save and run it.

▸ At the top of the Search dialog box, click the Saved Searches list box, and typeMySearch to give your search a unique name.

▸ Click Save to save the search criteria you defined.

The saved search will be available in the My Searches folder on the Open dialogbox.

▸ Click Search to run the search.

The search you saved is displayed in the Look In portion of the Open File dialog boxand the results of the search are displayed in the document list.



Expand the list of document attributes shown for your documentto include the Item Name.

▸ Right-click inside the document list area and click Columns. The FormatColumns dialog box is displayed.

▸ Select the check box adjacent to the Item Name and click OK.

Expand the view on the Open File dialog box so that you can see allthe properties shown for this item.

▸ Click the Expand button on the right side of the property information.

Notice the document list portion of the Open File dialog box expands to cover thePreview information.

The Item Name is listed in addition to what is present by default. You can use theFormat Columns dialog box any time file properties are shown.

Shrink the display of the document list back to its original size.

▸ Click the shrink button to return the document list back to its original size.

Select the document found by the search and open it.

▸ Click Open to open the file in the Solid Edge Part environment.

Tip If the search results do not display the file you are looking for, make sure the filetype you desire is selected on the Open dialog prior to conducting the search.For example, if you are looking for a part, but the file type is set to assembly, thepart will not be found by the search.

Fit the document to the view and then save the document.

▸ Choose View tab®Orient group®Fit.

▸ On the Quick Access toolbar, click Save .

Exit Solid Edge.

▸ On the Upload Document dialog box, click OK to Check-in the document.



Activity summary

In this activity, you learned how to use the Search command to find a particular filebased on a set of search criterion that you defined. Additionally, you learned howto create and save a custom search based on properties you chose as well as how todisplay additional file attributes using the Columns command.


• Run a search to find particular documents.

• Create and save a customized search.

• Open a managed Solid Edge document located using the Search command.

• Customize the display of document attributes using the Columns command.

Lesson summaryIn this lesson you reviewed the dataset model for Solid Edge Embedded Client andlearned how to search for document attributes based on this data model.

Things to remember:

• Items are generally used to store revision-controlled information.

• Each item has at least one item revision.

• Item revisions store specific information about a particular revision of an item.

• A dataset is an object that stores and manages a collection of data files.

• Document attributes such as Name, Item ID, Revision, and Item Name can befound in the database using the Search command.


Lesson

3 Preparing and loadingunmanaged documents intoTeamcenter

After completing this lesson, you will be able to prepare unmanaged documents forloading into Teamcenter using:

• Attribute mapping to map Solid Edge properties to Teamcenter attributes.

• Custom property definition to define properties for importing non-Solid Edgedocuments.

• A dry run of the Add to Teamcenter process.

• Add to Teamcenter to add the documents into the Teamcenter-managedenvironment.

Preparing unmanaged documents for TeamcenterMany times the data that comprises projects consists of individual documents thatexist in an unmanaged environment. There are a few things you should do beforeyou add unmanaged documents to Teamcenter.

Document preparation

To prepare your unmanaged documents for Teamcenter, you should:

• Remove documents you do not want to manage.

• Find duplicate document names.

• Scan for invalid document names.

• Map Solid Edge properties to Teamcenter attributes.

• Create custom properties to define the Item Revision for non-Solid Edgedocuments (image files, .pdf documents, and Microsoft Office documents) and todefine the properties for non-graphic parts (grease, paint, etc.).

• Find and repair broken links.


Lesson 3 Preparing and loading unmanaged documents into Teamcenter

Remove unwanted filesWhen you add a folder to the library, every document in the folder is added to thelibrary, regardless of whether or not you want to manage them. You should removeany documents that you do not want to manage before adding the folder to thelibrary. These documents might include text or log files that reside in the folderyou want to import.

Find duplicate document namesYou can add duplicate documents to a managed library, but duplicate documentnames cannot exist in the same folder. If duplicate document names are found, youshould ensure that you are adding the correct document to the library.

Find invalid document namesTeamcenter supports the same conventions that the file system supports for namingfolders and documents. Folder and document names can consist of all Unicodecharacters except the following characters: # : \ ? * < > % / | " ~ !

Search your local folder for invalid document names before adding them toTeamcenter.

Map Solid Edge properties to Teamcenter attributesAttribute mapping defines what document properties you will exchange betweenSolid Edge and Teamcenter. There are a number of property mapping definitionsthat are delivered for you.

Solid Edgeproperty

Teamcenterattribute

RequiredorOptional

File PropertyMaximumcharacterlength

TeamcenterItem Type Item Type Required Custom

(Localized) 32

DocumentNumber Item ID Required Project 128

RevisionNumber Revision Required Project 128

Project Name Item Name Required Project 128

Dataset Name Dataset Name Required Custom(English) 128

TC EngineeringDescription

DatasetDescription Optional Custom

(Localized) 140

The Dataset Name is not required on common property dialog boxes. However, if noDataset Name is specified, one will be computed from the Item ID and Revision.

In Teamcenter, the key attributes used to track part numbers and revisions are ItemID, Revision, and Item Name. The corresponding Solid Edge properties are displayedin Solid Edge on the Project tab of the Properties dialog box. You can access theProperties dialog box by choosing Application button®Properties®File Properties.Defining these properties in Solid Edge before adding the documents to Teamcenterminimizes your future efforts and your Teamcenter database will be more accuratelypopulated from the start.

Some things to consider regarding Solid Edge property mapping:


Preparing and loading unmanaged documents into Teamcenter

• If the Solid Edge Document Number property is left blank, an Item ID isautomatically generated and assigned for you when you import the data intoTeamcenter. You should define the Document Number, Revision Number, andProject Name before loading your data into Teamcenter.

• If any of the Solid Edge properties contain more than the maximum characterlength, or if the Document Number plus the Revision is greater than themaximum character length, you are notified of an error on import intoTeamcenter. The error is recorded in the log file generated by the importapplication. Windows 7 records the log file in \AppData\Roaming\UnigraphicsSolutions\Solid Edge\Version 105\Log Files.

• In the Teamcenter-managed environment, only one Solid Edge 3D dataset isallowed per Item. However, multiple Drafts can be associated with each itemas item revisions. When unmanaged 3D datasets using the same DocumentNumber property are imported into Teamcenter, you must decide to save yourSolid Edge Draft documents to the same Item Revision as the Solid Edge 3Dcontent or save your Solid Edge Draft documents to a separate Item.

• Solid Edge Properties and Teamcenter Attributes should match Type (Forexample: String with String, Date with Date and Numeric with Numeric).

• Mapping the Project ID is not supported.

The Dataset Name property is required. If it is null or blank, Solid Edge EmbeddedClient uses the default of Item ID<separator>Revision.

The Item Type and Dataset Description are localized, while the Dataset Name isEnglish-only.

Note The Solid Edge property to Teamcenter attribute mapping is case sensitive.

Creating custom properties

You can create custom Solid Edge properties to map to Teamcenter attributes.For example, you can create custom properties to define the Item Revision fornon-Solid Edge documents including image files, .pdf documents, and MicrosoftOffice documents (MS Word, MS Excel, MS PowerPoint). You can also create customproperties to define the properties for non-graphic parts.

There are three basic steps to creating custom properties:

• Provide a name for the custom property.

• Select the type of property you are creating.

• Type a value for the property.

Tip Refer to the Solid Edge Help topic Create custom document properties forinstructions.

In the event you are importing non-graphic parts into Teamcenter, you shouldcreate the custom properties SE_Assembly_Quantity_Override, SE_AssemblyQuantity_String, and Unit of Measure (UOM). These custom properties should alsobe added to the columns of the analysis spreadsheet datapreputilitiestemplate.xlsmexplained in the Fine Tune Your Data section.



Importing non-Solid Edge documents into Teamcenter

When non-Solid Edge documents are added to the Teamcenter database using Addto Teamcenter, the custom properties that map Solid Edge properties to Teamcenterattributes is used. If the Item Type, Item ID, and Item Revision are defined, thenon-Solid Edge document is uploaded into Teamcenter using the defined propertymappings. However, if any defining properties are missing, the Teamcenter attributeis automatically assigned as with any other document type.

Caution If the Solid Edge property that defines the Teamcenter Item Revision is notdefined, the Item Revision will be auto-assigned upon import. The non-SolidEdge document may not receive the same Item Revision number as its parentdocument. Create custom properties to map Solid Edge properties to Teamcenterattributes defining the Item Revision before adding the non-Solid Edge documentto Teamcenter.

Conduct a dry run with Add to Teamcenter

You can use the Add to Teamcenter program to perform a dry run to accomplishmany of the document preparation tasks.

As the dry run scans the list of documents to be added to Teamcenter, it checks forfile name length, invalid characters, and identifies files that contain broken links.In the event duplicate document numbers are discovered, the dry run erases thedocument number of one of the parts in preparation for adding the documents to themanaged environment. The dry run builds an ordered list of your files and producesthe list in .xmlm format ready for use with the Analyze files program.

During the dry run, you have the opportunity to view log files and suspend theAdd to Teamcenter process to fix the broken links. If no broken links were found,you can add the documents to Teamcenter and update the status of the documentsto Checked In.

Automated tools for data analysis

To make the task of preparing unmanaged files easier, a few programs designed toassist you with preparing and importing large batches of unmanaged data are madeavailable to you in Start®Programs®Solid Edge ST5®Data Preparation whenyou install Solid Edge Embedded Client.

• Analyze

• Link Fixup

• Modify

• Add to Teamcenter

Note Microsoft Office Professional 2007 must be installed on the client to run theprograms. The input file must be in .xlsm document format.

Analyze your unmanaged files

The Analyze program provides an automated set of tools for evaluating yourunmanaged files. The program:



• Evaluates Solid Edge files for duplicate document number values, duplicate filenames, empty revision entries, empty project names, and broken links.

• Performs a file name length analysis.

• Evaluates the Solid Edge to Teamcenter property mapping.

Fine tune your data

Fine-tune the data generated by the analysis through the use of the analysisspreadsheet, datapreputilitiestemplate.xlsm, so that it correctly represents the datathat will be imported into Teamcenter.

Caution It is imperative for your unmanaged data to be evaluated and correctedprior to import so you can have a correctly populated Teamcenter database fromthe start and minimize future efforts.

If you use custom Solid Edge data properties, you must define the custom propertiesfor use in Teamcenter using the spreadsheet datapreputilitiestemplate.xlsm locatedin \Program Files\Solid Edge ST5 \Program. See the Help file Define customproperties prior to analysis for instructions.

Repair broken links

The Link Fixup program locates the Excel spreadsheet produced from the fileanalysis process and defines the parameters used for repairing broken links beforeyou import them into Teamcenter.

Update the files

The Modify program updates unmanaged Solid Edge files based on entries in thespreadsheet that is produced as the output of file analysis. New property values aresaved in the unmanaged Solid Edge files.

Adding documents to a Teamcenter managed environmentYou can add multiple documents and folders to the Teamcenter environment usingAdd to Teamcenter. The documents that you select to add to the managed libraryare called direct documents. These direct documents may contain links to otherdocuments or reference other documents, which are known as indirect documents.For example, when you add an assembly to a managed library, all the parts andsubassemblies within the selected assembly are indirect documents, if you selectonly the assembly document to add to the library. Similarly, a part copy within apart document or a part referenced within a drawing document are also indirectdocuments.

Using Add to Teamcenter

You can import multiple unmanaged Solid Edge files into a Teamcenter databasewithout starting the Solid Edge application using Add to Teamcenter. Beforerunning Add to Teamcenter, ensure that you are able to successfully create and saveSolid Edge files. Then prepare your unmanaged files for the managed environmentusing the tips found in Preparing unmanaged documents for Teamcenter.



Running Add to Teamcenter

The Add to Teamcenter program is made available to you when you install SolidEdge Embedded Client. To run the application, from the Start menu, choosePrograms® Solid Edge ST5®Data Preparation®Add to Teamcenter. When you runthe program, the Add to Teamcenter dialog box provides options for loading your filesinto the Teamcenter database. Whether you are casually adding a few documents orfolders, or performing a bulk import of a massive amount of data, you should startwith a dry run to analyze your data and report any problems. The dry run gives youthe opportunity to correct any problems found before continuing.

Performing a dry run

One of the options on the Add to Teamcenter dialog box is to perform a dry run ofadding your unmanaged documents to Teamcenter. The dry run builds a list of yourfiles and performs a series of checks including a search for broken links, validationof file name length, and a check for duplicate file names. In the event duplicatedocument numbers are discovered, the dry run erases the document number of oneof the parts in preparation for adding the documents to the managed environment.Log files are generated that contain errors or warnings occurring during the dry run.Any files with broken links are written to a log file and you are informed that brokenlinks were found. You are then given the opportunity to open the log file and suspendAdd to Teamcenter so you can repair the links, find alternate files of the same filename but that occur in different folders, or ignore the broken links. If you choose tofind alternates, the links are not updated to point to the new file, but you are assistedwith finding possible replacements in order to expedite fixing the broken links.

Caution If you choose to skip the dry run, the list of documents is built from yourinput, but broken links are ignored by further processing.

Log files

When you run Add to Teamcenter, log files are generated that contain errors orwarnings occurring during the file upload transaction. The default location for logfiles is determined on the File Locations page of the Solid Edge Options dialog box.

You can use log files to monitor the success or failure of your documents loading intothe Teamcenter database. The log files you will interact with most often are groupedin the subfolder \Add to Teamcenter that is created when you run Add to Teamcenter.Each file uses a naming convention consisting of a description, timestamp, and fileextension. For example, TALLog_20120514131232.log. The timestamp is a 14 digitunique identifier using the format YYYYMMDDHHmmss where:

• YYYY is the year. In the example, 2012.

• MM is the month. In the example, 05 is May.

• DD is the day. In the example, 14 is the 14th.

• HH is the hour using a 24-hour clock beginning at midnight which is 00 andgoing through 23, which is 11:00 pm. In the example, 13 is 1:00 pm.

• mm is the minute. In the example, 12 is 12 minutes past the hour.

• ss is the seconds. In the example, 32 is 32 seconds past the minute.



Log File Description

AddToTeamcenter_<timestamp>.logContains all Add to Teamcenter settings.The setting names are not localized forthis development log file.

ATTHistory_<timestamp>.xml

Contains information regarding theblocks of data being added to theTeamcenter database, the number oflinks within the block, and how long eachblock took to load. The history is onlyreset and cleared if you start a new Addto Teamcenter process.

SEEC User Log <unique id>.xml

Contains a summary of actions takenby the Add to Teamcenter process tocorrect the data and load it into thedatabase. These actions are logged aswarnings with messages specific to whythe corrective action was taken. If a filefails to load, an error is shown in thesummary log with a message explainingwhy the file failed to load. The contentsof this log file displays in the SEECSummary dialog box when you areimporting files using Add to Teamcenter.

TALLog_<timestamp>.xmlDeveloper log that includes a timer sothe total time for input is measuredaccurately.

Output files

When you run Add to Teamcenter, files are generated as output of the process. Alloutput files created from one input list have the same timestamp so it is easy toidentify which output file is related to another. The default location for output filesis, ...\Unigraphics Solutions\Solid Edge\Version 105\Log Files\Add to Teamcenter.

Output File Description

BrokenLinkLog_<timestamp>.xml Contains information regarding thebroken link and the parent document.

Unordered_<timestamp>.CSV

Lists input files after the completion ofthe scan for broken links. Double-clickingthe file opens it in Microsoft Excel.

Caution This file cannot be used as inputto the Add to Teamcenter process.



Ordered_<timestamp>.CSV

Contains an ordered list of your inputfiles along with their reverse links. If afile has a reverse link, it is listed twicewith two order numbers and also listedtwice in the pass/fail log. The ordered listis generated by either the output from adry run or as a result of the pass/fail log.

Note You can rename theOrdered_<timestamp>.csv fileand use it as an input file to Addto Teamcenter; however the formatmust match the expected input. Youcan only submit one .CSV file forprocessing at a time.

SuccessFailureLog_<timestamp>.CSV

Lists the documents you are importingand provides a summary of success orfailure of the import process for eachfile. The log is written once per Add toTeamcenter session even if you elect tosuspend or retry the upload process.Double-clicking the file opens it inMicrosoft Excel. The order number inthis file matches the order number fromthe Ordered_<timestamp>.CSV file soyou can match up entries between thetwo files during troubleshooting.

Note All log and output files persist from one Add to Teamcenter session toanother. Work with your system administrator to develop a schedule to archivethe contents of the ...\Unigraphics Solutions\Solid Edge\Version 105\LogFiles\Add to Teamcenter folder to manage disk space on your computer.

Resuming Add to Teamcenter

When you use the Add to Teamcenter program, some requested actions may notcomplete, or they may complete with warnings. In either case, a notification dialogbox is displayed. You cannot start a new import of files into the Teamcenter databaseuntil the previous one is completed or canceled.

The options on the notification dialog box determine how you proceed. You can viewthe log generated by the process, view a summary, continue, cancel, suspend, orview help regarding the upload process.

• View Log—Displays the Add to Teamcenter log file.

• Summary—Displays the SEEC Information dialog box providing a quicksummary of errors or warnings encountered during the Add to Teamcenterprocess.

• Continue—Continues the Add to Teamcenter process and starts loading the filesinto the managed environment. This option is disabled if there are errors noted.



• Cancel—Exits the Add to Teamcenter process so you can start over. Anyprocessing is discarded and the queue is cleared of documents being loaded intoTeamcenter. You are returned to the Add to Teamcenter dialog box.

• Suspend—Interrupts processing and exits the Add to Teamcenter program,but leaves the import queue intact. Data already created in Teamcenter is notdeleted. When you later restart the Add to Teamcenter process using the Retrybutton, the files resume loading from this point.

• Help—Displays help information regarding the dialog box.

If you previously suspended the transaction, the notification dialog box is displayedautomatically when you next start the Add to Teamcenter program.

Overwriting documents using Add to Teamcenter

The Add to Teamcenter program compares the item number, revision, and datasetvalues of a document with those existing in the Teamcenter database. As a result,you can import files over files that already exist in the Teamcenter database. Addto Teamcenter adds the import time to the original file, and on subsequent loads itchecks to see if the modified date is after the import date. If the document beingimported has not been modified since the last import, it is recognized as alreadybeing in the database and is not re-added to Teamcenter on subsequent imports.However, if the unmanaged file is modified after its initial import into the database,on subsequent imports you are given the options 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.

• Cancel the import process.

In the event the Add to Teamcenter comparison discovers an item number thatalready exists in the database, it compares the file being imported to all revisions,datasets, and files that comprise the dataset. If a match is found, you are giventhe opportunity to determine the action on the file being imported. If no match isfound, the file is assigned a new item number and a record of the action will beplaced in the log file.

For example, if the following information exists in Teamcenter:

Item ID 000100Revision ADataset SE Part 000100/ANamed Reference part1_04112007.parRevision BDataset SE part 000100/BNamed Reference 000100.par

Then when you import a file with 000100 as the document number, a comparison ismade between the file name of the file being imported against all named references(ie., part1_04112007.par and 000100.par in this example). If it matches, you are



given the option to overwrite the file. If you choose not to overwrite, the file isassigned a new item ID, which is recorded in the log file.

Note During an overwrite condition, BOM precision is not changed.

Lesson review: Preparing unmanaged documents1. List three things you should do before adding documents to a managedenvironment.

2. What is the significance of defining property information before addingdocuments to a managed environment?

3. Where do you access the Add to Teamcenter program and data preparation tools?

4. If no document number is defined, where does the value for the Item ID comefrom when the document is loaded into Teamcenter?

5. True or False: The log files and output files generated by Add to Teamcenter areautomatically archived after each successful import of unmanaged documentsinto the Teamcenter-managed environment.

Answers1. Three things you should do before adding unmanaged documents to a managedenvironment are:

a. Remove documents you do not want included in your managed environment.

b. Find duplicate or invalid document names.

c. Map Solid Edge properties to Teamcenter attributes.

2. Defining the document properties you will exchange between Solid Edge andTeamcenter prior to adding unmanaged documents to the managed environmentwill ensure your database will be more accurately populated from the start.

In the Teamcenter managed environment, the key attributes used to track partnumbers and revisions are Item ID, Revision, and Item Name. The correspondingSolid Edge properties are displayed on the Project tab of the Properties dialogbox. Having these properties defined can minimize your future efforts.

3. The Add to Teamcenter program and data preparation tools are located in theStart menu by choosing Programs®Solid Edge ST5®Data Preparation.

Note The Data Preparation tools are installed with Solid Edge, and the Addto Teamcenter program is made available when you install Solid EdgeTeamcenter Client.

4. If the Solid Edge Document Number property is not defined prior to adding yourunmanaged document to the Teamcenter-managed environment, the Item IDis automatically generated for you in Teamcenter.



Tip In most cases, you should define the Document Number, Revision Numberand Project Name properties before loading your data into Teamcenter.

5. False — Log files and output files generated by Add to Teamcenter are notautomatically archived. You should work with your system administratorto develop a system to manage the space on the computer where the Add toTeamcenter program is used.

Activity: Prepare unmanaged documents for Teamcenter

Prepare unmanaged documents for Teamcenter


• Set properties in groups of files.

• Create custom properties.

• Perform a dry run of data import.

• Use Add to Teamcenter to load unmanaged documents to Teamcenter.

A folder containing unmanaged files has been made available for use with thisactivity. Prepare and then load the unmanaged documents into Teamcenter.

Define the file properties that will exchange between Solid Edge andTeamcenter during Add to Teamcenter.

▸ Start Solid Edge with Teamcenter enabled.

▸ On the Application menu, click Property Manager.

▸ In the Select dialog box, navigate to, and select the SEEC Class Files foldercontaining the files whose properties you want to define.

▸ In the Select dialog box, click Add>> to add the folder to the Edit Properties list.

▸ Click OK.

▸ In the Property Manager dialog box, expand the SEEC Class Files folder byclicking the + beside the folder icon.

Note A warning dialog box may be displayed indicating that some files cannot beprocessed. This happens if there are files in the folder that do not supportproperties. If this warning message is displayed, click OK in the dialog boxto dismiss the warning.



The Property Manager dialog box displays the unmanaged files that willbe imported into Teamcenter. Solid Edge properties exchange as follows inTeamcenter:

Solid Edge Teamcenter Solid Edge FileProperty

Teamcenter Item Type Item Type CustomDocument Number Item ID ProjectRevision Number Revision ProjectProject Name Item Name ProjectTC EngineeringDescription Dataset Description Custom

Note If the Document Number is left blank, a unique Item ID is automaticallygenerated and assigned for you.

Since the Solid Edge property Project Name becomes the Item Name inTeamcenter, edit the Project Name to reflect a short description.

▸ Leave the values for the Document Number blank and enter the Project Nameinformation as shown for each entry in the Property Manager dialog box.

Tip You can reposition the Project Name column to follow the Document Namecolumn by selecting the column heading and dragging it to the left until thecell boarder of the Document Name column highlights.



▸ On the Property Manager toolbar, click Save .

▸ Click OK in the Property Manager dialog box.

Exit Solid Edge.

Note Do not run Add to Teamcenter while Solid Edge is running.

Run Add to Teamcenter.

▸ From the Start menu, choose Programs® Solid Edge ST5®DataPreparation®Add to Teamcenter.

▸ Log in to Teamcenter by entering the required information in the Login toTeamcenter dialog box.

Notice the messages in the status bar at the bottom of the Add to Teamcenterdialog box.

Perform a dry run of adding your unmanaged documents to themanaged environment.

▸ In the Add to Teamcenter dialog box, select the SEEC Class Files foldercontaining the files you want to add to the Teamcenter-managed environment.

▸ Click Add to add the selected folder to the Folders and Documents To Be Addedlist.

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

▸ Click Browse for Library Folder to select a folder from the Select Folderdialog box.



▸ Click your Home folder, then click New to create a new folder. Name the newfolder Valve and provide a description of Documents for Class. Then click OK.

▸ Click Dry Run (analyze data and report problems).

▸ From the Overwrite list, select Prompt.

▸ Click OK to start the dry run.

The Add to Teamcenter Status dialog box displays providing you informationregarding the progress of the dry run.

▸ Record the number of Part/Sheet Metal, Assembly, and Draft files processed asshown in the Progress Summary portion of the dialog box.

File Types Number ProcessedPart/Sheet Metal



File Types Number ProcessedAssemblyDraft

When the dry run completes, the Validations Complete dialog box notifies youof warnings regarding the data validation process.

View the information regarding your unmanaged documents.

▸ Click Summary.

The message, The document number in 100–0001–001.par is blank... indicatesthe Document Number property in Solid Edge was not defined. The Add toTeamcenter process will automatically assign unique document numbers for you.

Caution For the purposes of this activity, letting the Add to Teamcenter utilityautomatically assign the Document Number for you is appropriate. In somecases, you may want to manually assign the Document Number property usingProperty Manager or the Analyze Files, Modify Files, or Link FixUp programsdelivered with Solid Edge.

▸ Click OK.

Load the unmanaged files into the managed environment.

▸ In the Validations Complete dialog box, click Continue.

As documents are added to the Teamcenter database, the progress of each group oftransactions is displayed at the bottom of the Add to Teamcenter Status dialog box.

Status Message Examples

• Checking for documents...

• Processing documents 1 to 11 of 11.

• Loading documents 1 to 11 of 11.

The Add to Teamcenter Complete dialog box is displayed notifying you the process iscomplete.

Dismiss the Add to Teamcenter Complete, Add to Teamcenter Status,and Add to Teamcenter dialog boxes.

▸ Click OK to dismiss the Add to Teamcenter Complete dialog box.

▸ Click OK to dismiss the Add to Teamcenter Status dialog box.

▸ Click Cancel to dismiss the Add to Teamcenter dialog box.

View the log file to verify the success or failure of the import process.

▸ In Windows Explorer, navigate to the Add to Teamcenter log files.



Tip In Windows 7, the default location is\Users\<username>\AppData\Roaming\Unigraphics Solutions\SolidEdge\Version 105\Log Files\Add to Teamcenter

▸ Double-click the SuccessFailureLog_<timestamp>.CSV file.

The file opens in Microsoft Excel and lists the documents you are importing,along with a summary of success or failure of the import process for each file.

▸ Verify each of your unmanaged documents display a summary of Success.

Caution Do not continue with the lessons until each of your unmanaged documentssuccessfully load into Teamcenter.

▸ Exit the log file.

Activity summary

In most cases, unmanaged Solid Edge documents are uploaded into theTeamcenter-managed environment by an administrator. However, in this activity,you learned more about the properties that exchange between Solid Edge andTeamcenter as well as the process involved in preparing unmanaged documentsfor importing into a managed environment. Also, you learned how to use Add toTeamcenter to perform a dry run and then load the documents into the managedenvironment.

Lesson summaryMany times, complete projects consist of multiple documents. Since project designschange over time, it is important to have a well-controlled system to facilitate themanagement of those documents.

Things to remember:

• Proper preparation prior to adding documents to a managed environmentminimizes future efforts.

• When a folder is added to a library, the entire contents of the folder are addedto the managed environment. Remove any outdated or unwanted files from thefolder prior to adding them to Teamcenter.

• The key attributes used to track part numbers and revisions are Item ID,Revision ID, and Item Name.

• When you add documents to Teamcenter, if the Document Number property isleft blank, the Item ID is automatically generated and assigned for you.

• Additional information regarding the automated tools for data preparation isavailable in the Solid Edge Embedded Client Administrator’s Guide and inSolid Edge Help.


Lesson

4 Working with assemblies in themanaged environment


• Create an assembly in the managed environment.

• Navigate the document structure using PathFinder.

• Create in-place additions to the document.

• Create a drawing from the assembly.

• Save and upload the documents into Teamcenter.

Understanding PathFinderThe PathFinder helps you work with the components that make up your assembly. Itprovides alternate ways to view the composition and arrangement of the assembly,besides looking at the graphics in a regular assembly window. You can also usePathFinder to in-place activate a part or subassembly so you can make edits toindividual assembly components while viewing the entire assembly.

The PathFinder is available when you work in an assembly or a subassembly withinthe active assembly.


Lesson 4 Working with assemblies in the managed environment

In the Assembly environment, you can also use PathFinder to view, modify, anddelete the assembly relationships used to position the parts and subassemblies,reorder parts in an assembly, and to help you diagnose problems in an assembly.

In the Assembly environment, PathFinder is divided into two panes. The toppane lists the components of the active assembly in a folder tree structure. Listedcomponents can include: parts, subassemblies, assembly layouts, assembly referenceplanes, and assembly sketches.

The bottom pane shows the assembly relationships applied to the part orsubassembly selected in the top pane.

Using the top pane

You can do the following using the top pane of PathFinder:

• View components in collapsed or expanded form. For example, when you expanda subassembly, you can view all of its parts.

• Highlight, select, and clear components for subsequent tasks.

• Determine the current status of the components within the assembly.

• Determine who the document is checked out to.

• Determine how the assembly was constructed.

• Reorder parts within an assembly.

• Rename reference planes, sketches, and coordinate systems.

When you pass your cursor over a component in the top pane of PathFinder, itis displayed in the graphic window using the Highlight color. When you click


Working with assemblies in the managed environment

a component it is displayed using the Select color. Then you can associate thecomponent entry in PathFinder with the corresponding component in the graphicwindow.

Note When you pass your cursor over or click the top-level assembly in PathFinder,it does not display in the highlight or select color. This improves performancewhen working with large assemblies.

Because the highlight and selection of components in large assemblies can impactperformance, options are available on the Assembly page on the Options dialogbox so you can improve the performance when working with large assemblies. Forexample, options are available to simplify the display of highlighted and selectedcomponents in the graphic window and to disable the highlight of components in thegraphic window when you pass your cursor over them in PathFinder.

For more information on improving performance in large assemblies, see theWorkingwith large assemblies efficiently Help topic.

PathFinder in the managed environment

In the managed environment, an unsaved document is shown in PathFinder usingthe document name formula defined on the Helpers page of the Solid Edge Optionsdialog box: Item ID/Item Revision-Item Name. The file is held in memory priorto the document being saved.

When the document has been saved, the default formula is replaced by the savedassembly item information.



Displaying document status in PathFinder

After a document has been saved in the managed environment, the document statusis displayed as text after the document formula. The document status providesinformation about whether it is available for checkout, and whether there is a newversion or new revision available.

In addition to the Teamcenter UserID, Solid Edge Embedded Client displays thename of the person who has the managed document checked out. The name isderived from the Teamcenter Person information that is managed by the Teamcenteradministrator. The Teamcenter Person information captures a name as a meansof identifying Teamcenter users similar to an entry in a phone book. While thePerson information is not unique and can be attached to more than one UserID, theTeamcenter UserID remains a unique identifier.

You can use the Status®Display Status command on the PathFinder shortcut menuto turn off and on the document status. When the document status is turned on, atooltip is also available to provide additional information.



Determining the status of a component

The symbols in PathFinder reflect the current status of the components in theassembly. The following table explains the symbols used in the top pane inPathFinder:

LegendActive part

Inactive part

Hidden part

Unloaded part

Part that is not fully positioned

Part that has conflicting relationships

Linked part

Simplified part

Missing component

Alternate components part

Part position is driven by a 2D relationship in an assembly sketch

Displayed assembly

Adjustable Part

Adjustable Assembly

Driven Reference

Fastener System

Pattern group

Pattern item

Reference planes

Reference plane

Sketch

Motor

Note The symbols in PathFinder can also represent combinations of conditions. Forexample, a symbol can show that a part is hidden and not fully positioned.

Determining how the assembly was constructed

The components in the top pane of PathFinder are listed in the order in which theywere placed in the assembly. This can be useful when evaluating design changes.For example, if you delete a single assembly relationship from a part, the symbols forother parts could also change to indicate that the parts are no longer fully positioned.This occurs because the positioning of the other parts depended upon the partfrom which you removed the relationship. In this example, reapplying the singlerelationship should cause the other parts to also become fully positioned again.



Changing the display status of assembly components

You can use the top pane of PathFinder to control the display status of assemblycomponents. For example, you can hide parts and subassemblies to make it easierto position a new part you are placing in an assembly. You can use the check boxesadjacent to the assembly components in PathFinder to control component display orshortcut menu commands when one or more components are selected. The color ofthe text in PathFinder also indicates whether a component is displayed or hidden.

Using the bottom pane

When you select a part or subassembly in the top pane of PathFinder, you can usethe bottom pane to view and modify the assembly relationships between the selectedpart and the other parts in the assembly. The document name is also displayed,as well as a symbol that represents the type of relationship. The following tableexplains the symbols used in the bottom pane in PathFinder:

LegendGround relationship

Mate relationship

Planar align relationship

Axial align relationship

Connect relationship

Angle relationship

Tangent relationship

Gear relationship

Suppressed relationshipFailed relationship

When you select a relationship in the bottom pane you can do the following:

• View which elements were used to apply the relationship.

• Edit the fixed offset value of the relationship.

• Change the offset type of the relationship.

• Delete the relationship.

• Suppress the relationship

Placing parts in assembliesYou can place any of the following types of solid parts in Solid Edge assemblies using

the Teamcenter Parts Library tab :

• A part constructed in the Solid Edge Part environment.



• A part constructed in the Solid Edge Sheet Metal environment.

• Another assembly constructed in the Solid Edge Assembly environment.

• Any document that is open in Solid Edge other than a Draft document.

To place parts that were constructed in other CAD formats, you must first convertthem to Solid Edge part files.

Placing the first part in an assembly

To start the part placement process, on the Teamcenter Parts Library page, selectthe part you want, then drag it into the assembly window. If you want to placean open document into an assembly, set the Look In location to Open Documents.You can also start the part placement process by double-clicking the part on theTeamcenter Parts Library page.

The first part you place into an assembly is important. It serves as the foundationupon which the rest of the assembly will be built. Therefore, the first part shouldrepresent a fundamental component of the assembly. Because the first part is placedgrounded, you should pick a part with a known location, such as a frame or base.

Although Solid Edge makes it easy to edit parts during the design cycle, the firstpart you place in the assembly should be as completely modeled as possible. In thesame way, although it is easy to delete parts from assemblies and change assemblyrelationships, the first part you place should remain grounded and not be deleted.

To reposition the first part, you should first delete the ground relationship. You canthen apply assembly relationships between the first part and the assembly referenceplanes or subsequent parts you place in the assembly.



Placing additional parts in an assembly

You can use the Assembly page on the Options dialog box to specify whethersubsequent parts are temporarily placed in the assembly window (A), or displayed ina separate Place Part window (B).

When you set the Do Not Create a New Window During Place Part option, the partis temporarily placed in the assembly window at the location where you draggedand dropped the part. To make the positioning process easier, drop the part in alocation where it is easy to select the positioning elements you want to use. If youstart the part placement process by double-clicking the part on the TeamcenterParts Library page, the display area of the assembly window is adjusted so you cansee the new part.

When you clear the Do Not Create a New Window During Place Part option, the partis displayed in a separate Place Part window. If the active window is maximized,the Place Part window is also maximized, essentially hiding the assembly windowfrom view. Due to this, beginning users should not maximize the active window.Let the windows overlap, and this will make placing parts into the assembly andapplying relationships much easier.



Positioning parts

You use assembly relationships to position the new part relative to a part alreadyin the assembly. The Relationships Types option on the Assemble command barcontains a wide range of assembly relationships for positioning parts relative toone another.

In addition to explicit assembly relationships, the FlashFit option reduces the stepsrequired to position a part using the mate, planar align, or axial align relationships.This option is recommended in most situations. For example, you can use FlashFit tomate a face on the placement part (A) with a face on the target part (B).

After you apply the first assembly relationship, the new part is re-positioned withinthe assembly.



As you apply the remaining assembly relationships, the software positions andre-orients the part in the assembly.

Additional parts can be positioned relative to any part in the assembly, or evenrelative to more than one part in the assembly. You can also position a part relativeto an assembly sketch.

For more information on positioning parts using assembly relationships, see theAssembly Relationships Help topic.

Note By default, Solid Edge maintains the relationships with which you positionthe part. If you clear the Maintain Relationships command on the Parts Libraryshortcut menu, the relationships will be used only for positioning, and thepart will be grounded. Grounded parts do not update their positions when youmake design changes.

Constructing new parts within an assemblyUse the Create In-Place command to create a new part or subassembly within thecontext of a managed assembly. Be sure to click the Teamcenter Parts Library tab,and then click the Create In-Place button in the PathFinder window. Using the PartsLibrary tab will create-in-place in the unmanaged environment.

Note When you are working with a new unsaved assembly document, you mustsave the assembly document first before you can construct a new part withinthe context of the assembly.



On the Create New Part In-Place dialog box, define the document template andplacement option. You can specify a part, sheet metal, or assembly documenttemplate.

There are three placement options for creating a part in-place:

Coincident with Assembly OriginPlaces the new part’s reference planes directly on top of the assembly origin,oriented exactly as the assembly.

By Graphic InputPositions the new part relative to an existing part. In addition to selecting areference part, you will also need to select a reference plane or a planar face (A),then a planar face or edge (B) to define the orientation of the base referenceplanes for the new part.

You then define the origin location of the base reference planes for the new part.

Offset From Assembly OriginOffsets the new part’s reference planes from the assembly’s reference planes byspecified keypoint or value. Select a keypoint on any part already placed in theassembly, or type a specified x, y, and z offset distance applied relative to theassembly origin. The new part’s reference planes will be oriented the same asthe assembly reference planes.

After defining the document template and placement option, you must specifythe Item ID, Revision, and Item Name for the document being created with theCreate-In-Place command. You can specify these attributes manually on the NewDocument common property dialog, or have them created for you automaticallyusing the Assign All command.



Drawing view creationYou can make a drawing in Solid Edge using several types of drawing views: 2Dpart views, 2D views, and predefined 3D model views. The drawing can containdimensions and other annotations that describe the size of a part or assembly, thematerials used to create it, and other information.

You can place any number of drawing views on a sheet. However, in theTeamcenter-managed environment, the draft document is created in the same ItemRevision and is automatically assigned the same Item ID as the first view on thedrawing.

Part views

You can create part views of any Solid Edge part, sheet metal, or assembly document(.par, .psm, and .asm file types). Multiple part, sheet metal, and assembly documentscan be used as the basis for part views in a draft document.

Creating a primary part view

You begin creating part views by using the Drawing View Creation Wizard to createa primary view of a 3D part or assembly. A primary view is simply the first viewplaced on the drawing.

The Drawing View Creation Wizard displays a series of dialog boxes. The specificoptions you see depend upon whether you start the command from a draft or 3Dmodel document:

• The Drawing View Options dialog box sets drawing view options for the model.

• The Drawing View Orientation dialog box either selects a named view or createsa custom orientation for the view.

• The Custom Orientation dialog box contains view manipulation commands thatcreates a custom view as the primary view.

• The Drawing View Layout dialog box sets companion orthographic views toplace with the primary view.



Placing a primary part view

When you click Finish on the Drawing View Creation Wizard, the cursor is displayedas a rectangle the size of the new part view. You can position the view anywhereon the sheet, and then click to place it. If you selected companion views from thewizard’s Drawing View Layout dialog box, when you click the drawing sheet, allselected views will be placed at once.

Note In the managed environment, the draft document is created with the first viewon the drawing and is assigned the same Item Revision number as the part.

Creating additional part views

After you create one or more primary part views, you can use them to createprincipal views, auxiliary views, detail views, section views, and broken views. Youcan then use those part views to create still others. For example, if you create aprincipal view (B) based on the primary view (A), you can create a section view(C) based on the principal view.

Creating drawings of assemblies

When you create a part view of an assembly, you can control the display of theindividual parts and subassemblies in the assembly. For example, you may wantto hide certain parts or specify that a part is displayed as a reference part. Youcan also control the display of weld beads and material addition features in a partview of a weldment assembly.

You can use the Model Display Settings button on the Drawing View Wizard tospecify which parts you want to display in the part view before you place it on thesheet.



You can select a part view and edit its properties later using the Properties commandon the shortcut menu.

You can also use the display configurations you have saved in the Assemblyenvironment to control the display of the parts in the part view. When you selectan assembly document in the Select Model dialog box of the Drawing View Wizardcommand, you can specify which configuration name you want to use from theConfiguration list in the Assembly Drawing View Options dialog box. For example,you can use an exploded display configuration name to place a part view of anexploded assembly.

To enhance the performance of assembly drawing views, clear the Show HiddenEdges and Show Edges of Hidden Parts options on the Assembly Drawing ViewOptions dialog box. To make these changes for all assembly drawing views, clearthese options on the Edge Display page of the Solid Edge Options dialog box. Youcan create a draft template file with these options cleared and use it to create all thedrawing views of your assemblies without hidden lines.

Note In the Assembly environment, you can define two types of displayconfigurations: assembly configurations and exploded configurations.

Creating drawing views automatically

You also can create drawing views quickly and automatically by dragging a SolidEdge document onto a drawing sheet.

• When you drag an assembly model onto an empty drawing sheet, an isometricview is created.

• When you drag any other model file onto an empty drawing sheet, front, top,and right views are created.

You also can drag a model onto a Quicksheet template. With a Quicksheet template,you can customize the view types and properties, save the document as a template,and reuse it with any model you want. The views remain unlinked to a model file,but retain their properties. Or you can use one of the templates delivered withSolid Edge in the Quicksheet directory. Included assembly templates (metric andEnglish) consist of one isometric view, parts list, and auto-balloon enabled. Includedpart templates (metric and English) consist of front, top, and right orthogonal views,and one isometric view.



Lesson review: Working with assemblies1. True or False: You can use PathFinder to in-place activate a part of asubassembly.

2. In the top pane of Pathfinder you can do all of the following except:

a. View components in collapsed or expanded form.

b. Determine the current status of the components within the assembly.

c. Rename documents, reference planes, and coordinate systems.

d. Determine how the assembly was constructed.

3. In the Teamcenter-managed environment, an unsaved document is shown inPathFinder using the default document name formula that consists of the___________________.

4. True or False: You can use PathFinder to determine a managed document’sstatus.

5. Describe the difference between the function of the Parts Library tab and theTeamcenter Parts Library Tab.

Answers1. True — You can use PathFinder to in-place activate a part or subassembly soyou can make edits to individual assembly components while viewing the entireassembly.

2. In the top pane of PathFinder you can perform all of the functions listed exceptfor (C). In the managed environment, you cannot use PathFinder to renamedocuments.

3. In the Teamcenter-managed environment, an unsaved document is shown inPathFinder using the default document name formula that consists of the ItemID/Item Revision-Item Name.

4. True — After a document has been saved in the managed environment, thedocument status is displayed in PathFinder after the document formula.

Example (Checked Out to You)

5. The Teamcenter Parts Library tab is used to create-in-place in the Teamcentermanaged environment. The Parts Library tab is used to create-in-place in theunmanaged Solid Edge environment.



Activity: Create an assembly

Create an assembly

In this activity, you will learn how to create an assembly in a managed environmentusing parts from the Teamcenter Parts Library.


• Place parts into an assembly file using the Teamcenter Parts Library.

• Use the Create In-Place command in a managed environment.

• Save and upload the assembly into Teamcenter.

• Recognize the relationship between the Draft document and the parent item.

Open a new assembly document.


▸ From the Startup page, under Create, select ANSI Assembly.

▸ Log in to Teamcenter when prompted.

▸ Notice the document formula listed in PathFinder is incomplete.

The document has not been given a name, so a temporary name consists of thedescription Item ID/Item Revision-Item Name (Asm1). The document existsin memory until it is saved.

▸ Click the Teamcenter Parts Library tab .

The Teamcenter Parts Library tab looks very similar to the unmanaged PartsLibrary tab. Use care to choose the Teamcenter Parts Library tab to work in themanaged environment.

Note This lesson assumes the training files have been loaded into the Teamcenterdatabase. You should see the files displayed in the folder named Valve.

Use the Columns command to add the Item Name column to the listof attributes shown in the Teamcenter Parts Library.

▸ Right-click inside the Teamcenter Parts Library and click Columns. The FormatColumns dialog box is displayed.

▸ Select the check box adjacent to the Item Name and click OK.

▸ In the Teamcenter Parts Library, click and drag the Item Name column so that itfollows the Item ID column.



Drag the item with the Item Name, Handle, into the assembly window.

A message displays indicating that you must first save the document before placingthe first item in the assembly.

▸ Click OK to dismiss the warning message.

▸ Save the document by clicking Save on the Quick Access toolbar.

The New Document dialog box is displayed. This dialog box is used to assignattributes to the document. You will see a similar dialog box whenever new filesare created or existing files change.

The table cells indicated with red asterisks must contain content prior to loadingthem into Teamcenter. You can type the information or have it generated for you.

▸ In the New Document dialog box, verify the Item Type is set to Item, then

click Assign All .

The Item ID, Revision, Item Name, and Dataset Name are assigned to the document.You may change the values on this dialog box. The Item ID can be thought of as adocument number. The value for the Item Name is equivalent to the project name inSolid Edge. Its value should be descriptive of the document being saved.

▸ Change the Item Name to Handle Assembly.

▸ Enter a Dataset Description of Assembly Created in Lesson 4.

The Dataset Description field can hold up to 240 characters and should contain alengthy description of the data.

▸ In the New Document dialog box, click OK.

The document is saved to disk and created in Teamcenter. Since no folder wasspecified in the New Document dialog box, by default the item is created in yourNewstuff folder in Teamcenter.

Begin creating the assembly.

▸ From the Teamcenter Parts Library, drag the item with the Item Name, Handle,into the assembly window.

Since this is the first part placed in the assembly, the part is positioned relativeto the reference planes and is grounded. After you have placed the first part inan assembly, you position additional parts using assembly relationships.

▸ Drag the item with the Item Name, Cover, into the assembly window.

▸ On the Assemble command bar, click Assemble Relationship Types® Insert, tojoin the face of the cover with the face of the handle.



The PromptBar instructs you to Click on the face to mate or axis to align.

▸ Click the face of the handle cover.

▸ Click the face of the handle.

▸ To define the axis to align, click the cylinder of the handle cover.



▸ Then click the cylinder of the handle.

The part is fully constrained.

▸ Save the document by clicking Save on the Quick Access toolbar.

Create a new part within the assembly.

▸ In the Teamcenter Parts Library tab, click Create In-Place .

▸ In the Create New Part In-Place dialog box, set the template to ansi.par and alsoset the By Graphic Input option. Click Create and Edit.

The New Document dialog box is displayed. It is used to specify attributes of the newpart you are creating with the Create In-Place command.



Complete the New Document dialog box.

▸ Verify the Item Type is set to Item, then click Assign All to automaticallyassign an Item ID, Revision, Item Name, and Dataset Name.

▸ Change the Item Name to Handle Cap.

▸ Enter a Dataset Description of Part Created in Lesson 4.

▸ Click OK.

Create a cap which protrudes upward from and covers the top ofthe handle.

▸ Turn on the display of reference planes by selecting the check box adjacent to theReference Planes collector in PathFinder.

▸ When you are prompted to click on a part containing planar face or referenceplane, click the handle.

Tip You can click the part named Handle in PathFinder.

▸ When you are prompted to click on a planar face, select the face as shown.

▸ When you are prompted to click on face, edge or plane parallel to the desiredX-axis, position the cursor over the Front (XZ) axis and click.

▸ Click the end of the axis most toward the handle to determine the referenceplane orientation.

▸ Move your mouse until a dot appears over the center of the circle, then click toplace the XY origin of the part you are creating.

Notice the display updates and a new coordinate system is displayed.



▸ Choose Home tab®Draw group®Circle by Center Point.

Two alignment lines attach to the cursor oriented to the XY plane on the basecoordinate system.

▸ Position the cursor over the base coordinate system as shown in the illustrationbelow. Stop moving the mouse for a moment, and notice that the cursor imagechanges to indicate that multiple selections are available.

▸ Right-click, and the QuickPick tool is displayed. Position the cursor over theentry in QuickPick that highlights the XY principal plane as shown, then click toselect it.



▸ Click the center point of the circle.

▸ Position the cursor over the edge of the model and click to define the extentfor the circle.

▸ In the Home tab®Select group, click Select and select the sketch region.

▸ Select the extrude handle and define the feature extent by positioning the cursorabove the region.

▸ Set the distance to 0.20 in.

▸ Choose Home tab®Close group®Close And Return.

▸ Fit the view of the Assembly using the Fit command.

Save the document.

▸ Click Save on the Quick Access toolbar.

Examine the entries in PathFinder.

There are three items in PathFinder that are registered in Teamcenter and comprisethe assembly. The status of the part file that is the cap of the handle is Checked OutTo You because the file has not been closed and you have write access.

Close the assembly.

▸ Choose Application button®Close®Close All.

When you close the assembly, the documents are saved to disk and persist asdata in cache. Teamcenter becomes aware and notes the relationship betweenthe parts and the assembly.

Review the available actions for the assembly and the part youcreated.

▸ In the Upload Document dialog box, click inside the Action cell for the partyou created.

Note Your Document Name will vary from what is shown in the illustration.



The value for the Action to be performed can be set to either Check-in or UploadDocument.

• If you set the action to Check In, the document is saved to Teamcenter andmade available for other users.

• If you set the action to Upload Document, the document is saved to Teamcenter,but remains checked out to you and write access is not available to other usersfor write access.

Ensure the action for all documents is set to Check-in and click OK.

This concludes Part 1 of the activity for this lesson. You do not need to exit SolidEdge.

Activity summary

In this activity, you learned how to create new managed document content and usethe Create In-Place command to create a part within an assembly. You also learnedto how to upload documents into the Teamcenter database.

Activity: Create a drawing

Create a drawing

In this activity, you will learn how to create a drawing in a managed environmentusing an existing assembly from the managed library.


• Use the assembly to create a drawing.

• Save and upload a drawing into the database.

Verify Solid Edge is still running with Teamcenter enabled.

▸ Verify Teamcenter is enabled by looking at the title bar.

Search for the assembly you created in the first part of the activity.

▸ Choose Application button®Open to access the Open File dialog box.

▸ Set the Files of Type to Assembly Documents (*.asm).

▸ Click Search , and in the Saved Searches list, select Item Name.

▸ In the Criteria column, specify the Item Name you gave the assembly in theprevious activity. Type Handle Assembly.

▸ Click Search.

▸ Select the item from the list and click Open.



Create a drawing.

▸ On the Application menu, choose New®Create Drawing. The Create Drawingdialog box is displayed.

▸ Clear the Run Drawing View Creation Wizard option and click OK.

Since the specified template is not a Quicksheet template and the current modelfile is an assembly, an isometric view is created.

The draft document has not been saved, so the document name formula is incomplete.

Save the drawing.

▸ Click Save on the Quick Access toolbar

The Item ID, Revision, and Item Name are assigned to the document.

Note By default, the draft document is created in the same Item Revision and getsthe same Item ID as the first view on the drawing.

▸ Change the Item Name to Drawing of Handle.

▸ Enter a Dataset Description of Drawing Created in Lesson 4.

▸ Click OK.

The document is saved to disk and created in Teamcenter, but it is not loaded toTeamcenter.

▸ Ensure the Action is set to Upload Document for both the draft document andassembly, and click OK.

Close the drawing and exit Solid Edge.

▸ Choose Application button®Close.

In PathFinder, the status of the assembly is Checked Out To You because thefile has not been closed.


▸ Exit Solid Edge.

This concludes the activity.

Activity summary

In this activity, you learned how to create a drawing using managed data, andrecognize the relationship between the draft document and the Item Revisionand Item ID of the first view on the drawing. You also learned to how to uploaddocuments into the Teamcenter database.



Lesson summaryPathFinder is a valuable tool that you can use to manipulate components of anassembly file.

Things to remember:

• In the managed environment, the document is saved using the default documentname formula: Item ID/Item Revision-Item Name.

• PathFinder is divided into two panes. The top pane lists the components of theactive assembly in a folder tree structure. The bottom pane shows the assemblyrelationships applied to the part of subassembly selected in the top pane.

• In order to use the Create In Place command, you must first save the assembly.

• By default, the draft document is created in the same Item Revision and isautomatically assigned the same Item ID as the first view on the drawing.


Lesson

5 Opening and adding content toan existing managed document


• Use additional options in the Open File dialog box to open existing manageddocuments.

• Understand and use basic Revision Rules.

• Add to and modify existing managed document content.

Opening managed Solid Edge documentsThe Open command opens existing documents. Solid Edge keeps track of thedocuments you worked on last, so you can open them quickly. These documents arelisted in the Recent Documents section of the Solid Edge startup screen; just clickthe name of a document in the list to open it.

You can also open a Teamcenter-managed document by double clicking the documentname within Teamcenter.

The Open commandWhen you use the Open command to open a Teamcenter-managed document, thedocument is checked out and downloaded to the local cache. If the document you areopening contains links to other documents, those documents are downloaded to cacheas well. Then the document is opened so you can work on it. While the document ischecked out, other users cannot make edits to it. Subsequent use of the Open Filedialog box displays the Look In box set to the last location used. When you openanother managed document, you can select the document from the location shown oruse the Look In box to navigate to the location of your choice.

The Open command focuses on an Item-centric view of items in the database,including those with no dataset. You can determine the level of detail used to view

the information presented from Teamcenter using the options in View Detail .You can determine if you want to see a Basic, Intermediate, or Full display of theobjects in the database.

• Basic—Default display. The Item, Item Revision, and Dataset are displayedon a single line.

• Intermediate—Displays the Item and Item Revision combined in one row. TheDataset displays on a separate row.


Lesson 5 Opening and adding content to an existing managed document

• Full—Displays the Item, Item Revision, and Dataset on individual rows.

When you open an empty object (one that does not contain a dataset) in Solid Edge,you have the opportunity to create a Solid Edge dataset for the virtual structure bychoosing a Solid Edge template and uploading the document into the database. Thisenables the top-down design approach in that the structure can be created fromTeamcenter, with Solid Edge defining the dataset.

Note As a best practice, do not open an empty item Read-Only.

Revision filters

The Revision Filter determines the revisions of a document shown inPathFinder. You can use the Revision Filter to display All, Latest, Released, LatestReleased, or Latest 3 revisions of documents.

Selecting specific types of documents

The Files of Type field filters the types of files displayed in the Look In list and canbe used to minimize the effort required to locate the file you choose.

Files of Type Action

All Solid Edge documents (...) Lists all documents produced by SolidEdge.

Assembly documents (*.asm) Lists assembly documents.Draft documents (*.dft) Lists draft documents.Part documents (*.par) Lists part documents.Sheet Metal documents (*.psm) Lists sheet metal documents.Weldment documents (*.pwd) Lists weldment documents.JT documents (*.jt) Displays documents saved in JT format.

NX documents (*.prt) Lists documents produced by NX productsof the type .prt.

AutoCAD documents (*.dwg) Lists documents produced by AutoCADof the type .dwg.

AutoCAD documents (*.dxf) Lists document produced by AutoCAD ofthe type .dxf.

All documents (*.*) Lists all files.

Items with no Solid Edge documentsDisplays Item Revisions that contain anon-Solid Edge dataset or those that haveno dataset.

Using Revision Rules

You can use the Revision Rule option on the Open File dialog box to specify arevision rule when opening managed items. Revision rules are parameters you set todetermine which item revisions are displayed for the item you choose. For example,if you select Version from Cache, the item you have selected is opened using theversion already in your local cache. This is very beneficial if you work with the samedata all day and know the information is up-to-date. The version information isvalidated and the documents are checked out, but no file transfer takes place. Thisimproves performance.


Opening and adding content to an existing managed document

The revision rules are very helpful in managing documents through the life of aproject. Revision Rules are defined in Teamcenter and read by Solid Edge EmbeddedClient. Latest Working is the default revision rule used by Teamcenter and SolidEdge. Do not modify, rename or remove the Latest Working Revision Rule.

Revision Rule Description

Any Status; No WorkingOpens the latest item revision with a release statusof Released. You only view item revisions that arereleased.

Any Status; Working Opens the latest status revisions.

Latest Working Opens the latest item revision regardless of therelease status.

Precise Only Opens the specific item revision that was in effect thelast time the item revision was saved.

Version from Cache Loads the version already in local cache.

Note Your system administrator configures the revision rules for your site and theymay be different from what is listed here. This list of revision rules is only anexcerpt of those available.

The revision rule being used is displayed in the formula shown in PathFinder afterthe Item ID, Item Revision, and Item Name. For example:

Variant Rule filtering

Using classic variants, you can define options (for example, color) and thecorresponding values for each option (for example, red and blue). You can thenassociate the options with an item revision, typically the top-level item in thestructure. You can then define a variant condition (for example, load IF color=red)for any occurrence of components that are configurable, and therefore subject tovariant rules. The master is the structure where no variant rule is applied. Itis referred to as unconfigured.

Variants are defined in the Teamcenter program, Structure Manager. The interactionbetween Teamcenter variants and Solid Edge documents is within the Assembly andDraft environments. The variant rule option is not enabled until you select the itemrevision of an assembly that has variant rules associated with it. Once you selectthe appropriate value for your variant rule, your selection acts as a display filter.Only the components corresponding to the variant rule you choose are displayedwhen you open the document.

Check-Out Information

You can choose to open a managed document as read-only by selecting the Openas Read-Only check box in the Open File dialog box when Teamcenter is enabled.Then you have the additional option of opening just the first level of the documentread-only or all levels of the document read-only. You can save the setting andautomatically open all documents read-only by clicking Save As Default when youhave the Open Read Only check box selected.



Working with read-only documents will be covered more in-depth later in thisdocument. You can also learn more by viewing the Help topicWorking with read-onlydocuments.

Options for specific types of documents

There are some options on the Open File dialog box that pertain only to specific typesof documents. Other options improve performance when you open large assemblydocuments.

When opening assembly documents you can improve performance by choosing tohide all components, inactivate components, or to open simplified representationsof assembly parts.

Note You cannot open more than one assembly document at a time.

When you want to open a managed draft document quickly for viewing and printingbut not editing, you can select the Inactivate Drawing Views For Review optionon the Open File dialog box. Only the draft document and other non-3D linkeddocuments are downloaded to cache, resulting in much faster open times.

When you select Inactivate Drawing Views for Review, 3D content is not downloadedto cache. Commands for creating new 3D drawing views are not available. However,you can select and move drawing views, add and edit dimensions and annotations,and you can change their scale and adjust their properties. Any linked documentsthat might appear on the drawing sheet (ie. Microsoft Word or Excel documentsor image files) are downloaded.

You can identify a draft document that has been opened in review mode by theInactive watermark stamped on working sheets and the 2D Model sheet. Anotherindicator is the document title bar, which displays the following in front of thedocument name and revision ID: Draft with Inactive Drawing Views.

Once a draft document is open, you can change from one mode to the other. On theTools tab, in the View Activation group, you can select these commands:

• Activate Drawing Views

• Inactivate Drawing Views

Document availability

In Solid Edge, the availability of documents is displayed in the Status bar at thebottom of the Open File dialog box. The availability is read-write or read-only forunmanaged documents. However, the document availability for managed documentsis displayed as Unknown since the document availability is controlled by Teamcenterand not by the operating system.

Mirror commandIn this lesson, you will use the Mirror command to illustrate how assemblies withparts placed using the Mirror command behave in the managed environment. You



can mirror one or more parts or assemblies about a reference plane you select.

The Mirror command bar guides you through the mirror process. The MirrorSettings dialog box specifies the output options you want.

Selecting the mirror plane

When mirroring components, you first select an existing reference plane that definesthe mirror plane you want.

Selecting the components

After you define the mirror plane, you can select the components to mirror in thegraphic window or PathFinder. When selecting parts in the graphic window, you canselect individual parts, or you can define a fence to select a set of parts. You canmirror parts, subassemblies, or the entire assembly. To select an assembly, you mustuse PathFinder. When you finish selecting components, click the Accept button onthe command bar or click the right mouse button.

Assembly structure and grounding options

The Mirror Settings dialog box specifies that the new components duplicate theexisting assembly structure or that the new components are added to the activeassembly. When you set the Replicate Assembly Structure option, the mirroredcomponents duplicate the entire assembly structure of the original components. Thiscan be useful when mirroring a complete subassembly that also contains nestedsubassemblies and you want the new components to match the existing assemblystructure.

If you are mirroring a single part that is several layers deep in nested subassemblies,you may want to set the Flatten Structure into Active Assembly option to avoidcreating several empty subassemblies.

The Ground All Parts option on the Mirror Settings dialog box specifies whethera ground relationship is added to the mirrored components. When you clear thisoption, the parts are placed with no assembly relationships. You can add assemblyrelationships later by selecting a component and then clicking the Edit Definitionbutton on the Place/Edit Part SmartStep command bar.



Lesson review: Opening and adding content1. True or False: You can open multiple assemblies at the same time when workingin Solid Edge Embedded Client.

2. True or False: The Files of Type field on the Open File dialog box filters the typesof files displayed in the Look In list.

3. Setting the Files of Type field to (*.psm) filters the display to show only____________________ documents.

4. Name three options you can set when opening existing documents from theOpen File dialog box.

5. When you open an item you work with consistently throughout the day and youwant to improve performance, set the __________ ________ ___________ RevisionRule from the Open File dialog box.

Answers1. False — You can only open one assembly at a time when working in Solid EdgeEmbedded Client.

2. True — By using the Files of Type filter, you can limit the types of files displayedto that which you choose and minimize the effort required to locate the file youare looking for.

3. Setting the Files of Type field to (*.psm) filters the display to show only SheetMetal documents.

4. A few of the options available to you in the Open File dialog box are:

• When you open an assembly from the Open dialog box, you can improveperformance by choosing to hide all components.

• When you open a draft document you can choose to Inactivate DrawingViews so the 3D content is not downloaded to cache.

• You can use Revision Rules to determine which item revisions are displayedfor the item you choose.

5. When you open an item you work with consistently throughout the day and youwant to improve performance, set the Version from Cache Revision Rule in theOpen File dialog box.

Activity: Add content to an existing managed document

Add content to an existing managed document

In this activity, you will learn how to open existing Teamcenter-managed Solid Edgedocuments and use options to minimize the effort required to locate them. Youwill learn how to work with revision rules to access the most appropriate version



of the document and how to examine multiple files as they are written to disk andto Teamcenter.


• Open an existing managed document using options on the Open File dialog box.

• Focus the display of items in the Look In list.

• Use Revision Rules to your advantage.

Start Solid Edge and prepare to open an existing document.


▸ On the startup page, click Open Existing Document.


The Open File dialog box displays and the Look In field is set to the locationwhere it was last used.

Use options on the Open File dialog box to open the handle assemblyyou created in the previous lesson.

▸ Ensure the Look In field is set to your Newstuff folder.

▸ Set the Files of Type to Assembly documents (*.asm) to restrict the items shownto assemblies.

▸ Set the Revision Rule to Latest Working.

The Latest Working Revision Rule opens the latest item regardless of its releasestatus.

Note Revision Rules are always active. Be sure you select the appropriaterevision rule anytime you open a document.

▸ Set the level of detail for viewing Teamcenter attributes by changing the ViewDetail to Full.

Notice the display of the Look In list changes. The Item, Item Revision, andDataset display on individual rows in the list.

▸ Click the + adjacent to your assembly to expand the Item and Item Revision tosee the Dataset.

▸ Select the handle assembly you created in the previous lesson and click Open.

In PathFinder, note the formula used for the assembly.

The formula Item ID/A-Handle Assembly(Checked Out To You)(LatestWorking) indicates the current status and the Revision Rule used to open the item.



Apply a new Face Style to the cap of the handle.

▸ In PathFinder, select the Item named Handle Cap.

▸ Choose View tab®Style group®Face Overrides list, and select Green (clear).

Save and close the handle assembly.

▸ In the Upload Document dialog box, change the Item Name toModified HandleAssembly.

▸ Set the Action to Check-in.

▸ Click OK.

Open a new Synchronous ANSI assembly.

▸ From the startup screen, under Create, click ANSI Assembly to open a newassembly.

Save and upload the new assembly.

▸ Click Save on the Quick Access toolbar.

The New Document dialog box is displayed.

▸ In the New Document dialog box, click Assign All .

▸ Ensure the Action is set to Upload Document.

This adds it to Teamcenter, but leaves it checked out to you.

▸ Change the Item Name to Valve Body Assembly.

▸ Enter a Dataset Description of Assembly Created in Lesson 5.

▸ Click OK.

The document is saved to disk and created in Teamcenter, however it remainschecked out to you.

Position the valve body and side plate in the assembly window.

▸ Click the Teamcenter Parts Library tab .



▸ From the Valve folder, drag the item with the Item Name of Valve Body intothe assembly window.

▸ Drag the item with the Item Name of Side Plate into the assembly window.

▸ Fit the view.

You are automatically entered into the FlashFit command.

Use FlashFit to mate the side plate to the valve body.

▸ When you are prompted to click on an element of the placement part or choose adifferent relationship type, mate the back face of the side plate to the valve body.

▸ Create the second relationship by clicking a cylinder of the bolt hole on the sideplate and mating it with the corresponding cylinder that is the hole for the bolton the valve body.

▸ Place the third relationship by mating another of the bolt holes on the platewith the bolt hole on the valve body.

The part should be fully constrained.

Mirror the side plate onto the opposite side of the valve body.

▸ Turn on the display of reference planes by selecting the check box adjacent to theReference Planes collector in PathFinder.



▸ Choose Home®Pattern group®Mirror .

▸ Click the side plate to respond to the prompt to click on components to bemirrored.

▸ Click on the Select Components Step to accept the selection.

▸ When you are prompted to click an assembly reference plane, click the Front (xz)reference plane as the axis about which to mirror the plate.

▸ On the Mirror command bar, click Finish.

The side plate is mirrored to the opposite side of the valve body.

▸ In PathFinder, notice you have an entry for the item, Side Plate and a MirrorGroup which contains the second instance of the same item.

▸ Save the assembly.

Position the top plate into the assembly window.

▸ From the Teamcenter Parts Library, drag the item with the Item Name of TopPlate into the assembly window.

▸ Fit the view.

Fit the top plate onto the valve body.

▸ Use the FlashFit command to fully constrain the parts.


Position the final part into the assembly window.

▸ From the Teamcenter Parts Library, drag the item with the Item Name of Steminto the assembly window.

▸ Fit the view.



Insert the stem into the valve body.

▸ Use the FlashFit command to position the stem into the valve body as shown inthe drawing.


Position the handle assembly you created earlier onto the valve stem.

▸ In the Teamcenter Parts Library, set the location to Newstuff and locate themodified handle assembly you created earlier.

▸ Drag the modified handle assembly into the assembly window.

▸ Choose Home tab®Select group®Select.

▸ In PathFinder, right-click the top level assembly and click Activate.

▸ Choose Assemble tab®Assemble.

▸ Use FlashFit to fit the handle onto the stem.

Tip Expand the Modified Handle Assembly and turn off the display of the handlecap.

Save and close the new assembly.

▸ In the Upload Document dialog box, set the Action to Check-in and type aDataset Description of Completed Assembly.

▸ Click OK.



Reopen the completed assembly using the Revision Rule Versionfrom Cache.

▸ From the Application menu, click Open.

▸ Set the View to Basic, and select your completed assembly.

▸ On the Open dialog box, set the Revision Rule to Version from Cache.

The Version from Cache rule opens the version of the document already loadedin cache on your local machine instead of transferring data from Teamcenter.

▸ Click Open.

Hide the display of the reference planes.

▸ In PathFinder, clear the check box adjacent to the Reference Planes collector.


Close the assembly and check it into Teamcenter.

Activity summary

In this activity, you learned how to navigate the Open dialog box in a managedenvironment.


• Open existing managed documents using various options from the Open dialogbox.

• Limit the display of items in the Look In list in order to assist you in findingitems quickly.

• Use Revision Rules to access the appropriate revision of an item.

Lesson summaryThings to remember:

• The Open command is used to open existing documents.

• You can only open one assembly at a time.

• Setting various options on the Open File dialog box can assist you in locatingfiles, accessing the most appropriate version, and can also help you improveperformance.


Lesson

6 Working with manageddocuments


• Use the Hide All Components option to efficiently work with large assemblies.

• Open documents using the Read Only option.

• Recognize the Read-Only Status Indicator.

• Understand the functionality of the Read Only Assistant.

• Create a new Revision of an item.

Opening documents efficientlyOpening large, managed assembly documents can be time-consuming. Theapplication spends time running a query to determine the assembly structure basedon the Teamcenter Revision Rule, checking versions, validating permissions, andtransferring the files to your local cache. To make working with large assemblydocuments on a day-to-day basis as efficient as possible, you can control how theassembly document is opened.

The Assembly Open As option on the Open File dialog box determines with whatoptions assemblies are opened. The default setting are defined on the AssemblyOpen As tab of the Solid Edge Options dialog box. By default, Small Assemblies aredefined as less than 50 unique components. Medium Assemblies are defined hashaving between 50 and 1000 unique components, and Large Assemblies are definedas having greater than 1000 unique components.

Depending on your circumstances, you might need to work with all of the filesreferenced by an assembly, or you might only need to work with a few of them.You can control how much of the assembly is downloaded to cache by hiding thecomponents you do not need. When you enable the Hide All Components optionon the Open File dialog box, all the components in the assembly are hidden whenit is opened. Only the direct first-level children of the assembly being openedare downloaded to cache. Then you can judiciously expand and show only thosesubassemblies you need to work with using PathFinder.

Note Solid Edge Draft requires the entire Assembly structure. This workflow is notsupported when you detail assemblies in the Draft environment.

Read the PathFinder structure to decide which components you need next, and selectthe Expand command or click the + to download the next level of the assembly to the


Lesson 6 Working with managed documents

cache as needed. Once you expand the levels of the assembly you want to work with,you can then show the parts and subassemblies with optimum performance.

If the entire subassembly branch is required, you can select Expand All, resulting ina download of all required documents.

Working with read-only documentsWhen you open a document, you can select Open as Read-Only on the Open Filedialog box to access the document without the intent of editing it. This makes itpossible for you to open the top level of a large assembly and then navigate to yourspecific area of responsibility for modification.

When you open a document as read-only, the document is not checked out of thedatabase, but only copied to the local cache and opened for viewing purposes. Thereare several indicators that the document is opened with read-only status:

• The document title displays [Read-Only].

• The Save command is disabled.

• The Read-Only Status Indicator displays in the upper right corner of thegraphics window and is enabled.

You can click the Read-Only Status Indicator to display the Read-Only Assistant.

Read-Only AssistantThe Read-Only Assistant is an informational and interactive menu comprised of fivesections related to your open document:

Section Description

Document Status

Displays the current document status for unmanaged andmanaged documents.

LegendAvailable

In Work

In Review

Released

Baselined

Obsolete

Driven reference

Documents managed with Teamcenter display theTeamcenter status.


Working with managed documents

Section Description

Messages Displays messages that are not interactive, but update uponrefresh.

Command

Displays commands available to you. This section updatesupon refresh.

• Notify Me When Available

The read-only document is polled every 30 seconds todetermine when it is available for write access. Onceavailable, you must close your read-only document andreopen it with write access.

• Save As

Saves the active document to a new name, folder, orformat.

• Revise

Creates or displays revisions of the active document.

Request writeaccess

Changes the access to the document to writable as soon asthe document is available.

RefreshQueries the document status and displays the time anddate of the last refresh. The time and date format uses theWindows Regional and Language Options.

You can use the Read-Only Assistant to access commands that are available to youbased on your current document status. Pressing Esc hides the Read-Only Assistant,or you can close the Assistant by clicking the X.

Note The Read Only Assistant is not available while you are within a commandenvironment such as Edit Profile. It becomes available by clicking the Read-OnlyStatus Indicator once you complete the command.

Read-Only as the default setting

You can save the selection to open documents read-only by clicking Save As Defaulton the Open File dialog box. The selection becomes the default the next timethe Open File dialog box is displayed. The next document you open has Open asRead-Only automatically set for you. Documents opened from the startup screenoption Recent Documents, from the Cache Assistant, from Windows Explorer, orusing the Open shortcut option, are opened using the settings you last saved asyour default.

Caution Clicking Save As Default sets the option on the dialog box to the default forall Solid Edge document types.

In contrast, any command that creates a new document (Save As, Revise, CreateDrawing, Create Assembly) automatically opens a writable document regardless ofyour default setting. Checking out a document in the Teamcenter Rich Client and



then opening it in Solid Edge with Teamcenter enabled, also opens the file with writeprivileges regardless of your default setting.

Tip You can view the Open File dialog box to determine your active default settings.

Additional conceptsThere are some important concepts to be familiar with when you are working withdocuments that are opened read-only. You can only edit the most recent version ofthe document. This prevents you from having the document opened as read-only,and another user opening the document, editing it, and then closing it making yourdocument not the most current version. In a managed document, the version istracked by the document management system. However, in unmanaged documents,if the document you have open is not the latest version, you will receive a messagethat write-access is not available.

Another important concept relates to opening documents that contain references toother Solid Edge documents, such as when you are working with assemblies. Whenyou request to open an indirect document, the indirect document is opened using thevalue of the Open As Read-Only check box of the parent, or direct document, and theselected radio button First level read-only or All levels read-only.

Example

• An assembly is opened with the Open As Read-Only check box selected.The assembly is read-only. When you in-place activate a part within theassembly, the part document is also opened as read-only.

• You open an assembly with the read-only check box cleared and the assemblyis not available for write-access because it is opened by another user. Theassembly is opened as read-only, and you request write access. When youin-place activate a part within the assembly, the part document is openedwith write permission.

Checking out read-only documentsManaged direct documents opened with read-only permissions can be checkedout using the Check Out command. The Check Out command is available on theApplication menu by choosing Manage®Check Out. The command verifies the activedocument is the most recent version, checks the file out of the database, sets the fileto a writable state, and enables the Save command for you to save any in-memoryfile changes. The Check Out command does not transfer any files from the serversince the active document is the latest version. Use this command to save changesyou make to a document that has been opened read-only.

Another option for saving changes you make in a read-only document is to use theSave As command to save the changes to a new Item ID.

Creating new documents with the Save As commandThe Save As command, located on the Application menu, saves the active documentto a new Item ID, Revision, and Item Name. You can also specify other propertyinformation, such as the Teamcenter storage folder and the data set description, onthe New Document dialog box.



Because the Save As command creates a document with a new Item ID, use it tocreate similar but different parts and assemblies. To create a different revision ofthe same component, use the Revisions command.

Note The Save As command is automatically invoked if you select the Save commandfor documents that are new to Teamcenter.

Revising documents with the Revisions commandThe Revisions command specifies a new Revision for a document while retainingthe same Item ID. To revise the active document, on the Application menu, chooseManage®Revisions.

The Revisions dialog box displays revision history. Clicking New creates a newrevision. If there is a draft file in the same Revision, it is copied to the new Revision.

Note The ability to change the Revision is based on the value of theTeamcenter site level preference SEEC_MakeReadOnly-Revisions. WhenSEEC_MakeReadOnly-Revisions is set to True, you must use the Assign orAssign All command to obtain the value from Teamcenter. More informationon Teamcenter Preferences is available in the Solid Edge Embedded ClientAdministrator’s Guide.

Tip Only one revision can be performed at a time. The Structure Editor is amore comprehensive tool for revising multiple documents. Structure Editoris introduced in a subsequent lesson.

Lesson review: Working with managed documents1. When you are working with a large assembly and want to work with the filesas efficiently as possible, you should use the __________________ option on theOpen File dialog box.

2. True or False: When opening an assembly with all components hidden, only thedirect first-level children of the assembly being opened are downloaded to cache.

3. Name two indicators that are present when a document is opened with read-onlystatus.

4. Which of the statement(s) below are true regarding opening documents ReadOnly.

a. Any changes you make to an item opened read-only are lost.

b. Changes made to an item opened read-only can be saved by requesting writeaccess and then using the Check Out command to check the item out of thedatabase and then save it.

c. You can use the Save As command to specify a new Item ID to save thechanges to an item opened as read-only.

d. You have to close the open item and reopen it without using the Read-Onlyoption and then save the changes.



5. True or False: The Save As command is automatically invoked if you select theSave command for documents that are new to Teamcenter.

6. To revise the active document, choose __________________ from the Applicationmenu.

Answers1. When you are working with a large assembly and want to work with the filesas efficiently as possible, you should enable the Hide All Components optionon the Open File dialog box.

2. True — When opening an assembly with all components hidden, only the directfirst-level children of the assembly being opened are downloaded to cache.

3. Two indicators that are present when a document is opened with read-onlystatus are:

• The document title displays [Read Only].

• The Read-Only Status Indicator displays in the upper right corner of thegraphics windows and is enabled.

4. Of the statements listed, (B) and (C) are true.

B — Changes made to an item opened read-only can be saved by requestingwrite access and then using the Check Out command to check the item out ofthe database and then save it.

C — You can use the Save As command to specify a new Item ID to save thechanges to an item opened as read-only.

5. True — The Save As command is automatically invoked if you select the Savecommand for documents that are new to Teamcenter.

6. To revise the active document, choose Manage®Revisions from the Applicationmenu.

Activity: Use Hide All Components

Use Hide All Components

After completing this activity, you will understand how to use Hide All Componentsto effectively work with large assemblies.

Open the valve body assembly you created in the previous lessonand set Hide All Components.






The Open File dialog box displays and the Look In field is set to the locationwhere it was last used.

▸ Set View Details to Basic.

▸ Set the Files of Type to Assembly documents (*.asm).

▸ Select the completed valve body assembly created in the previous lesson.

It should be in your Newstuff folder.

▸ On the right side of the Open File dialog box, set the Assembly Open As option toLarge Assembly, and set Hide All Components to Yes.

Opening assemblies using the Hide All Components option enables you toeffectively manage various components of a large assembly. All components arehidden and only the direct first-level children of the assembly being opened aredownloaded to cache.

▸ Click Open.

Use the shortcut command, Expand, to show the Modified HandleAssembly.

▸ In PathFinder, right-clickModified Handle Assembly and then click Expand.

The branch of the parent assembly is downloaded to cache, enabling navigationat that level.

Show all components of Modified Handle Assembly.

▸ In PathFinder, right-click Modified Handle Assembly, and click Show All.

The modified handle assembly is displayed, enabling modification at that levelwithout having to display the entire parent assembly.

Use the shortcut command, Open, to open and edit the subassembly.

▸ In PathFinder, select Modified Handle Assembly, right-click, and select Open toedit the subassembly.

▸ Right-click the assembly and select Activate.

▸ Select the Item that is the handle cap and in the View group select Black (clear)from the Face Overrides list.

▸ Save your change.

Close the Modified Handle Assembly.

▸ Choose Application menu®Close.



View all components of the valve body assembly.

▸ Select the Valve Body Assembly in PathFinder, right-click, and select Show All.


Close the valve body assembly and check in the document.


▸ In the Upload Document dialog box, set the action to Check In and click OK.

Activity summary

In this activity, you learned how to use the Hide-All Components command to openselected portions of large assemblies, enabling you to work more efficiently.

Activity: Work with a read-only document

Work with a read-only document


• Open a document read-only.

• Recognize the Read-Only Status Indicator.

• Access and use the Read-Only Assistant when working with a read-onlydocument.

• Use the Revise command to save changes made to an item opened read-only.

Open the assembly created in the previous lesson using theRead-Only option.

▸ Verify Solid Edge is still running with Teamcenter enabled.


The Open File dialog box displays. The Look In box is set to the location whereit was last used.

▸ Ensure the Look In field is set to your Newstuff folder.

▸ Set the Files of Type to Assembly documents (*.asm) to restrict the items shownto assemblies.

▸ Select the assembly with the description Completed Assembly you createdin the previous lesson.

▸ Set the Revision Rule to Latest Working.

▸ Select the Open as Read-Only check box.



▸ Set the All Levels Read-Only option.

▸ Click Open.

Expand the view so you can see the components of the assembly.

▸ In PathFinder, right-click the item Modified Handle Assembly and click ExpandAll to view the components of the assembly.

Apply a new Face Style to the Handle Cap.

▸ In PathFinder, select the Item that is the Handle Cap of the assembly and in theView group select Copper from the Face Overrides list.

▸ Save your change.

The Save command is disabled because you opened the top level assembly with alllevels set to read-only.

Examine your workspace.

The window title bar indicates the item is opened [Read Only], and the Read-Only

Status Indicator is displayed in the upper right corner of the graphics window.

Access the Read-Only Assistant.

▸ Click the Read-Only Status Indicator.

The Read-Only Assistant is displayed providing you details about the open item.



The Read-Only Assistant indicates you have a few options if you want to save yourchange to the assembly:

• You can choose the Save As command to save the document to a new Item ID.

• You can choose to create a new revision using the Revise command.

• A third option is to request write access.

Create a new revision of the document.

▸ In the Read-Only Assistant, click Revise.

▸ In the Revisions dialog box, click New.

Notice that the new revision is automatically assigned for you.

▸ Click OK.

The Read Only Assistant no longer appears in the workspace and [Read Only] nolonger appears in the title of the subassembly. You are now working in the revisedcopy of the original document.

Save and close the assembly.

▸ Choose Application button®Close®Close All and save your changes.

▸ In the Upload Document dialog box, set the action to Upload Document. Thenclick OK.

Note By setting the action to Upload Document, it remains checked out to you, butthe changes you made are stored in the database.

Activity summary

In this activity, you learned how to save changes you made in a document youopened with read-only access.


• Open a document as Read-Only.

• Identify the Read-Only Status Indicator.

• Utilize the Read-Only Assistant to work with a document opened read-only.

• Use the Revise command to create a revision of an existing document openedRead-Only.

Lesson summaryIn this lesson, you learned how to use various commands to assist you while youwork with managed documents:



• Use the Hide-All Components option to effectively and efficiently open largeassemblies.

• Open documents read-only and then use the Read-Only Assistant to evaluateyour options for saving the changes made to the document.

• Create a Revision of a document.


Lesson

7 Managing your Cache


• Understand the functions of the Cache Assistant.

• Check documents in and out of Teamcenter using cache assistant commands.

• Download documents from Teamcenter using cache assistant commands.

• Filter the display of the contents of your cache.

• Delete documents from the local cache.

• View cache summary information.

What is the Cache?When working with managed documents, Teamcenter maintains the documents thatare a part of the library. As you work on documents, Solid Edge Embedded Clientdownloads a copy of the document to a local folder in the Windows file system andonly downloads it again if the document becomes out of date. The location for thelocal copy of the document is called the cache. Working with a local copy of thedocument improves performance over working directly with the one stored in thelibrary.

Solid Edge Embedded Client manages the synchronization between the documentstored in the library and the document in your local cache. It checks your cacheto see if the local document is up to date with the version of the document in themanaged library. Solid Edge Embedded Client then automatically checks out thedocument to your local cache.

You can use the SEEC Cache setting on the File Locations page of theSolid Edge Options dialog box to specify the location of your local cache.

Caution Documents in the cache should not be manipulated through the operatingsystem, but only through the use of the Cache Assistant dialog box.

Managing the cacheYou can manage the contents of your local cache using the Cache Assistant commandon the Manage menu. You can use the Cache Assistant dialog box to synchronize allthe documents in the managed library, check in documents you have checked out,download documents from the managed library to your local cache, filter the displayof the contents of your cache, or clear documents from your local cache.


Lesson 7 Managing your Cache

You can use the dialog box to manage all the documents in your local cache, or youcan use the shortcut menu commands to manage selected documents. Similar toWindows Explorer, you can use the Ctrl key to select documents randomly, or theShift key to select a sequential list of documents.

Synchronizing documents in the library

The Synchronize All command checks your local cache for any out-of-datedocuments, and then downloads the latest version from the managed library toupdate your local cache. You can also use the Synchronize command on the shortcutmenu to synchronize selected documents.

Note The Synchronize All command synchronizes all documents in the cache, not justthe ones displayed in the dialog box as a result of filtering the cache contents.

Previewing documents

You can view the contents of a document by clicking it in the document list andthen looking at the image displayed in the Preview pane of the Cache Assistantdialog box. Not all documents have a preview image associated with them. You cangenerate a preview image for an open document using the options on the Previewpage of the Properties®File Properties dialog box in Solid Edge Embedded Client.

Checking documents in and out of the managed library

Documents opened for edit are automatically checked out and the document statusin the local cache is changed to read-write so that you can make changes to thedocument. Opening a direct document causes read-only copies of all indirectdocuments to be downloaded to your local cache. If you in-place activate a part in anassembly, Solid Edge Embedded Client checks out the part.

You can use the Check In All command to upload the documents to the managedlibrary and make them available for other users to check out. Individual documentsare automatically checked in when you close the document or they can be checked inusing the Check In command on the shortcut menu.

You can use the Undo Check Out command on the Cache Assistant shortcut menuto undo changes you make to a checked out document. Any changes you havemade to the checked out document are lost when you undo the check-out of thedocument. This also releases the document, which allows other users to makechanges to the document. If you undo the check-out of a direct document, you alsoundo the check-out for any associated indirect documents that are checked out.The Undo Check Out command does not upload the document to the library, and itis not removed from your local cache.

Managed direct documents opened with read-only permissions can be checked outusing the Manage®Check Out command. The command verifies the active documentis the most recent version, checks the file out of the library, sets the file to a writablestate, and enables the Save command for you to save any in-memory file changes.This command is available in Teamcenter environments for Assembly (.asm), Part(.par), Sheet Metal (.psm), Draft (.dft), View and Markup, and Revision Manager.

Note The Check Out command does not transfer any files from the server since theactive document is the latest version.


Managing your Cache

Downloading documents to local cache

You can use the Download command to select documents from the managedlibrary and download them to your local cache. This is helpful if you want to manageyour cache manually or work off-line. When you click the Download button, theDownload File dialog box is displayed so you can select the documents you want.

Deleting documents from cache

The Delete All command removes all the documents in your local cache. Thisis helpful if you want to free disk space or force the local cache to update with thelatest information from the managed library.

Filtering the display of cache contents

As the number of documents in your cache increases, you may want to filter thedocuments displayed in the Cache Assistant dialog box to make it easier to findthe document you are looking for. The first row in the Cache Assistant dialog boxis used to set filters on the documents displayed from the cache. Use the valuesassociated with each property to display the documents from the cache that matchthe criteria you choose. For example, setting the Cache Status to Checked Out ToYou displays files you have checked out and also those that have a cache status ofModified, as documents have to be checked out to be modified. The filter CheckedOut To Others displays all files checked out to someone other than yourself. Whenyou choose Synchronize All, all documents in the cache are synchronized and notjust the ones displayed by the filter.

The first time you display the Cache Assistant dialog, the filter is set to documentsChecked Out To You.

Note If no filter has been set, All Values displays in each column of the filter row.

Checking document revisions

The Show Revisions command on the Cache Assistant shortcut menu displays thename and folder path of any documents that are revisions of the selected document.

Opening documents

The Open command on the Cache Assistant shortcut menu opens the selecteddocument in the application used to create it.

Double-clicking the row of a document in Cache Assistant opens the document in itsparent application. For example, the document would be opened in Solid Edge orStructure Editor.

Cache assistant summary information

The bottom of the Cache Assistant dialog box displays the number of documents, freedisk space, and space used relative to the documents displayed in cache.

When no documents are selected in Cache Assistant, the number of Solid Edgedocuments in cache displays with the amount of free disk space and the amount ofdisk space used by the documents in cache.



If any documents are selected in Cache Assistant, the summary information displaysthe number of files selected and the disk space used.

When the view of documents in Cache Assistant is filtered, the summary displaysthe number of files shown in the filter and the total number of Solid Edge files in thefolder along with the disk space used by the documents in the view.

Redefining the Cache locationTo optimize performance, documents from Teamcenter are downloaded once tocache on the local machine when accessed and then only downloaded again ifthey are out-of-date. The default cache location is %APPDATA%\UnigraphicsSolutions\Solid Edge\SEEC.

Caution Changing the predefined cache location removes existing contents of thecache and should be performed with care.

If you need to change the default location for cache, you should:

1. Schedule the change at the beginning of a project.

2. Use Cache Assistant to check in all items you want to keep in Teamcenter.

3. Manually clear each cache folder using the Delete All button on the CacheAssistant dialog box.

4. Open a new document and use the SEEC Cache entry on the File Locations pageof the Solid Edge Options dialog box to redefine the location for the local cache.

Providing a private Cache for each userWhen working with Solid Edge Embedded Client, each user should have access to anassigned computer and individual cache.

Note The location of the cache should be on the physical disk of the local machine.This is a personal cache and must not be shared by multiple users.

However, when this is not possible, you can use shared computers which haveindividually assigned cache configurations. In this instance, you should set upprivate caches for each user in a network location that can be accessed from anywork location.

1. Create a mapped network drive utilizing the method recommended by yourspecific operating system.

2. Start Solid Edge Embedded Client and create a new document.

3. Use the SEEC Cache entry on the File Locations page of the Solid Edge Optionsdialog box to define the location for the local cache.

4. Browse to the mapped drive and select the cache root folder.

Follow the process for each system to create the same mapped drive and set thecache on the File Locations page.


Managing your Cache

Note If the mapped drive changes, you will need to reconfigure the mapped drive oneach computer that uses the remote-mounted cache configuration.

The Cache and Revision RulesWhen you open large, managed assembly documents, the application determinesthe assembly structure based on the Teamcenter Revision Rule, checks versions,validates permissions, and transfers the files to your system.

When you know you need to work with all or most files in a large assembly, youshould use the Solid Edge revision rule that saves time by validating only the selectedassembly document, and then uses the version of files that exist in your cache.

For example, when you open an assembly using the Revision Rule Latest Working,the assembly is placed in the cache for your working session. On subsequent workingsessions, opening the assembly using the Revision Rule Version from Cache causesall subassemblies to be configured to use what is already downloaded to the cache. InSolid Edge Embedded Client, the cache is persistent between sessions. Using Versionfrom Cache, the version information is validated and the documents are checked out,but no file transfers need to take place, resulting in optimized performance.

Lesson review: Managing your cache1. True or False: When referring to the location of the cache in regard to Solid EdgeEmbedded Client, you are referring to a temporary location in the memory ofthe operating system.

2. You can use the __________ _____________ command on the Cache Assistantshortcut menu to reverse changes you make to a checked out document.

3. What command is useful if you want to work off-line with managed documents?

4. True or False: Clicking the Delete All button on the Cache Assistant dialog boxremoves all files from the local cache.

5. Which is the most efficient and recommended configuration for the local cache?

a. A personal cache on the physical disk of the local machine.

b. A personal cache accessed through a mapped network drive.

c. A shared cache location.

d. None of the above.

Answers1. False — When referring to the location of the cache in regard to Solid EdgeEmbedded Client, you are referring to a local folder in the Windows file system.

2. You can use the Undo Check Out command on the Cache Assistant shortcutmenu to reverse changes you make to a checked out document.



3. The Download command is useful if you want to work off-line with manageddocuments. This command downloads the documents you choose to your localcache so they are available to you when you are off-line.

4. True — Clicking the Delete All button on the Cache Assistant dialog box removesall files from the local cache.

5. The most efficient and recommended configuration for the local cache is (A) apersonal cache on the physical disk of the local machine.

Activity: Manage the local cache

Manage the local cache

In this activity, you will learn how to use Cache Assistant to:

• Check documents in and out of the managed library.

• Download documents to the local cache.

• Filter the display of the contents of your cache.

• Delete documents from the cache.

• View cache summary information.

• Use the Undo Check Out command to recover unchanged items from Teamcenter.

Open the Cache Assistant.


▸ From the Application menu, choose Manage®Cache Assistant and log intoTeamcenter.

The Cache Assistant dialog box is displayed.

Examine your login information.

▸ Click the link at the top of the Cache Assistant dialog box that displays yourTeamcenter login information.

Example Name [User ID]-Group/Role [Database]

The User Settings dialog box is displayed. In the Session page, you canchange groups or roles provided you are part of more than one group or role inTeamcenter.

Note You can only change the group or role when there are no documents open inSolid Edge.

▸ Click Cancel to dismiss the User Settings dialog box without making anychanges.


Managing your Cache

View your project information.

The Project information is located in the middle of the dialog box.

The documents in your cache are a part of the Default project. You can have morethan one project defined. You can view the contents of the cache by project by clickingthe arrow to select a different project.

Examine the cache contents of the Default project.

The first row of the dialog box is used to filter the display of the contents of yourcache. The Cache Status is set to display documents Checked Out to You. All itemscurrently checked out to you as part of the default project of your local cache aredisplayed in the list.

Change the Cache Status filter to display All Values.

▸ Click the cell in the first row of the Cache Status column.

▸ Set the filter to All Values.

Now the cache displays the complete contents of your cache.

Note You can set filters for each document property independently of one another.

Locate the summary information at the bottom of the Cache Assistantdialog box.

The summary information shows the number of documents in the cache along withthe space used by the documents.

• When the view of documents in Cache Assistant is filtered, the summary displaysthe number of files shown in the filter and the total number of Solid Edge files inthe folder along with the disk space used by the documents in the view.

• If any documents are selected in Cache Assistant, the summary informationdisplays the number of files selected and the disk space used.

• When no documents are selected in Cache Assistant, the number of Solid Edgedocuments in cache displays with the amount of free disk space and the amountof disk space used by the documents in cache.



Examine the contents of the Cache Status column.

The cache status provides information regarding the state of the documents in yourlocal cache as compared to the copies held in the Teamcenter database.

Update the cache status information.

▸ Click Update Status Info on the Cache Assistant toolbar.

Most of your documents display a cache status of Up-to-date indicating theversion of the document in your cache matches what is in the Teamcenterdatabase.

Check in any documents with a Cache Status of Checked Out to You.

Documents with a status of Checked Out to You indicates the document has beenlocked to other users.

▸ Right-click the checked out documents in the list and choose Check-in.

The Upload Document dialog box is displayed. You have the option to set theaction to Check-in or Upload the Document.

▸ Ensure the action is set to Check-in and click OK.

Occasionally, you will need to clear your project’s cache. For example, you wouldclear your cache when you want to force the local cache to update with the latestinformation from the database; when you want to free local disk space; or followingthe completion of a project.

Clear your cache for the Default project.

▸ On the Cache Assistant toolbar, click Delete All .

▸ When you are prompted, Are you sure you want to delete all the document fromthe project?, click Yes.

Download the completed valve assembly to your local cache. Usethe Latest Working Revision Rule.

▸ On the toolbar in the Cache Assistant dialog box, click Download .

▸ From the Look In list, select Newstuff.

▸ Make sure Files of Type is set to Assembly.

▸ Select the completed valve assembly from the list of items.

▸ Set the Revision Rule to Latest Working and then click Open.

Any subassemblies or part files referenced by the assembly are also downloadedto the cache.


Managing your Cache

Using commands in the Cache Assistant shortcut menu, open theside plate part file that is a component of the assembly.

▸ Right-click the item with the Item Name Side Plate, and choose Open.

The part is checked out and opened in Solid Edge.

Delete any feature of the part and save your change.

▸ In PathFinder, select any feature of the part, and choose Delete.

▸ Close the part file and save.

The modified document is saved to your local cache, but it has not been checked in oruploaded into the Teamcenter database. If you determine the change you made is inerror, you can cancel the check-in or upload into Teamcenter.

Cancel the upload.

▸ Click Cancel on the Upload Document dialog box.

▸ Do not check the document in or upload it to the Teamcenter database, but letthe modified document remain in the cache only.

Reopen Cache Assistant and examine the contents of your cache.

Notice the Cache Status has changed to Modified for the item with the Item Name ofSide Plate and Unknown for other items.

Update the Cache Status information.

▸ Click Update Status Info on the toolbar of the Cache Assistant dialog box.

The Cache Status for all items which comprise the assembly are Up-to-date withthe exception of the part you modified.

Undo the check-out of the part you modified.

▸ Select the part you modified, right-click, and choose Undo Check-Out.

Delete the Side Plate part from your cache.

▸ Right-click to access the shortcut commands and select Delete From Cache.

▸ Confirm your intentions to delete the document from the project.

Use the shortcut menu to open the updated assembly.

By choosing to undo the check-out of the document, the change you made wasnot saved and you were able to recover the unchanged part from the Teamcenterdatabase.



Reopen the Cache Assistant.

▸ From the Application menu, choose Manage®Cache Assistant.

You can access the Cache Assistant while viewing a Solid Edge file to verify thecache status of an item or manipulate data in the cache.

Check in any remaining items currently checked out to you.

▸ Click Check-in All on the Cache Assistant toolbar.

▸ In the Upload Document dialog box, click OK.

Since you have a document open, the document is changed to Read Only status.It is available to be checked out of the database by other users.

▸ Close the Cache Assistant dialog box and exit Solid Edge.

Activity summary

In this activity, you learned how to start the Cache Assistant and how to use basicoperation commands.


• Filter the display of the contents of your cache to make it easier to locate theitems you are looking for.

• Check documents in and out of a managed library using Cache Assistant.

• Download items to the local cache.

• Delete individual items from the cache.

• View cache status information.

• Clear the cache for your project.

Lesson summaryThe cache is a folder in the Windows file system that contains local copies of thedocuments from the managed library.

Things to remember:

• In a managed environment, a copy of the Solid Edge document you want toedit is downloaded from the database to your local cache. The local copy of thedocument is only downloaded again if the document becomes out-of-date.

• Documents in the cache should not be manipulated through the operatingsystem, but only through the Cache Assistant dialog box.

• Changing the default cache location removes any existing contents of the cache.


Managing your Cache

• Each user should have access to an individual cache. The location of the cacheshould be on the physical disk of the local machine for optimum performance.


Lesson

8 Using the Structure Editor


• Start the Structure Editor.

• Find and open an assembly in the Structure Editor.

• Clone an assembly to a new item in the Teamcenter database.

• Manipulate the BOM structure of an assembly.

• Revise a component of an assembly.

• Manage the cache associated with Structure Editor.

What is the Structure Editor?Structure Editor provides advanced capabilities for managing assembly structuresin a collaborative environment giving you Bill of Materials (BOM) markup andchange capability for Teamcenter managed data. Using Structure Editor, you canmake changes to the BOM structure, clone existing assemblies, but locally revise,save-as, or reuse portions of the assembly tree. You can quickly repurpose datawithin a managed environment.

Copying or making a new revision of an existing document while maintaining theoriginal version is a part of the life cycle of every document. When you select anassembly for copying or revising, Structure Editor displays a hierarchy of the relatedassembly structures that may or may not need to be acted upon. Structure Editorlets you do such tasks as:

• Copy Teamcenter-managed Solid Edge assembly structures to new documentsstored in new Teamcenter items.

• Revise partial or whole assembly structures.

• Update or maintain references in the document hierarchy.

• Show Teamcenter properties.

• Add, create new, remove, cut, copy, paste structure elements.

• Preview an assembly.

• Print the assembly structure.


Lesson 8 Using the Structure Editor

Interface basics

The Structure Editor displays an assembly and all its referenced documents in anavigable user interface. You can easily select which documents get copied or revisedand then saved as new documents stored in new Teamcenter items. The interfacedisplays an assembly and all of its referenced documents in either Expanded or PartsList format. This makes it easy to select portions to be saved as new documentsand stored in new Teamcenter items.

To start Structure Editor, choose Start®Programs®Solid Edge ST5®StructureEditor.

Note You cannot process actions in Structure Editor while working in Solid Edge.You should close Solid Edge before starting Structure Editor.

The startup screen

The Structure Editor startup screen resembles the Solid Edge startup screen and itprovides access to:

• User assistance.

• Basic operations such as opening existing or recently used documents.

• Links to the Solid Edge home page and technical support.

You can click Add or Remove Links to edit the Links list.

Structure Editor prompts and messages are displayed in an area called the statusbar. The status bar is located at the bottom of the screen.

The Structure Editor window

After you choose an assembly document to open, the Structure Editor windowdisplays four viewing areas. The main portion of the window consists of four windowpanes. You can resize each window pane individually to adjust the viewing area.


Using the Structure Editor

• The pane in the upper-left quadrant contains the Bill of Materials used formarkup. This pane is sometimes referred to as the source pane.

• The pane in the upper-right quadrant is the final view of the Bill of Materials.This pane is sometimes referred to as the target pane. There is a slider beneaththe source and target panes so you can scroll to view additional columns ofinformation.

• If an assembly is saved with a preview, the preview image is displayed in thelower-left window pane.

• The lower-right pane displays Teamcenter property information.



Arranging your work spaceYou can arrange the Structure Editor work space by:

• Resizing the window panes.

• Using the slider to view the desired data.

• Using the View®Scroll-Lock option to control the simultaneous vertical scrollingof the upper-left and upper-right window panes.

• Fitting the individual cell size to the data by double-clicking the cell border.

Interacting with data cellsSelecting individual cells within Structure Editor indicates you want to performoperations on the data contained within the cell.

There are several ways to interact with the information contained in the cells:

• Click the cell to select it.

• Double-click the cell to edit its contents.

• Press Enter within a cell to display a dialog box.

The contents of cells can be cut, copied, and pasted using the same actions as withMicrosoft Office applications. Cutting deletes data from the cell and copies it to theclipboard. Copying moves data to the clipboard without changing the data in thesource cell. Once on the clipboard, you can paste the data in other cells.

Cut a cell:

1. Select the cell you want to cut.

2. Choose Ctrl + X to cut the contents from the cell onto the clipboard.

Copy a cell:

1. Select the cell you want to copy.

2. Choose Ctrl + C to copy the contents of the cell onto the clipboard

Paste a cell:

1. Select the cell you want to paste into.

2. Choose Ctrl + V to paste the contents of the clipboard into the cell.

Tip The Cut, Copy, and Paste commands are also available from the shortcut menuwhen you right-click within a cell.

Managing assemblies in Structure EditorThere are different ways to revise and copy Solid Edge assembly structures. You canuse a manual process for cloning an assembly, or you can use other mechanisms todo such things as rename or move assembly structures. Because information is



being shared between assemblies, maintaining the relationship information betweenthese assemblies can be complex.

Structure Editor has commands such as Save As All, Save As Selected, Revise All,Revise Selected, New, Add, Remove, Where Used, and Cache Assistant that help youmanage assembly structures.

The following table defines the components of the Structure Editor toolbar:

Icon Command Action

Clear AllResets all actions to No Actionfor all documents in the activewindow.

Save As SelectedSaves a copy of selected fileswithin a structure to a new itemnumber, revision, and item name.

Save As AllOccurrences

Saves a copy of every occurrenceof the selected item(s), but onlysets the action for the selecteditem.

Save As AllSaves a copy of all of the fileswithin a structure to a new itemnumber, revision, and item name.

Revise Selected Revises selected files within astructure to a new revision.

Revise All Revises all the files within astructure to a new revision.

Replace SelectedReplaces an existing documentin the BOM with a selecteddocument.

New Creates a new empty row in thestructure.

AddAdds an existing item revisioninto the BOM structure as a childof the currently selected row.

RemoveRemoves the selected row(s) andall its children from the from theBOM structure.

Where Used Finds where selected documentsare used in other documents.

Assign All Assigns Teamcenter-generatedvalues to properties.

Perform Actions Performs the actions specified inthe Action column.

Show View

Determines how the documentis displayed in Structure Editor.You can choose between Explodedor Parts List views.

Show Family Member

Changes the view to show theselected family member fora family of assemblies. Thiscommand is unavailable if thedocument displayed is not afamily of assembly.



Revision Rule Determines which item revisionsare displayed for an item.

Note Setting an action of Save as Selected or Revise Selected on one occurrenceof a file within the structure sets the same action for all occurrences withinthe structure.

Copying and revising managed assembliesWhen you add an assembly to a managed library on a server, it becomes a manageddocument. With the Structure Editor, you can copy or revise Teamcenter-managedassembly structures. You can also open a single document for copying or revising.Since the original document does not change during either of these operations, it isnot checked out of the database.

When you open an existing assembly in Structure Editor, the structure of theexisting assembly is placed in the upper-left and upper-right panes of the StructureEditor window. The initial display of the structure will only have the first-levelfiles shown. You can expand the levels individually or expand them all. Applyingan action to one occurrence of a file within a structure applies the action to alloccurrences of the file throughout the structure, even if they are not expanded.

Edit BOM StructureStructure Editor includes Bill of Materials (BOM) markup and change featuresgiving you the functionality to make changes to the BOM structure whilemaintaining a single revision of an item within the structure.

Within the structure you have the ability to:

• Add rows

• Create new rows

• Remove rows

• Cut, copy, and paste rows

Note Structure Editor is not designed to work with data copied to the clipboardfrom Teamcenter. If you want to copy and paste contents from Teamcenter,use the Teamcenter Structure Manager product.

Multiple actions can be performed on a row. For example, you can add a new row to astructure, and then add rows to the newly added row.

Each time an item is marked for an action, the Action column updates to indicatewhat is happening to that specific row. Some examples of the value for the Actioncolumn are:

• Add

• New

• Remove

• Add-Save As



• Add-Revise

Caution Only a single application on a single computer should load a productstructure for modification. For example, an assembly should be closed anduploaded into the database before it is opened by another application.

Add command

Adds an existing item revision into the BOM structure as a child of the currentlyselected row. If you have multiple rows selected when you click Add, the selectedItem Revision is added as a child to each selected row. If any of the rows have 3DSolid Edge part or sheet metal files in them, you cannot add a child row. The selectedrow is added as a child to other rows. The Action is set to Add for the added row,and the structure is shown under the replaced row so you can also modify thestructure of the replaced item.

You can use the Add command when:

• The view is set to Exploded.

• A row(s) with data is selected.

• The Item Revision does not contain a part or sheet metal document.

You can perform multiple actions on a row. Since you can only have one revision ofan item in the structure, the action on an added row is changed to Add-Revise if anyother occurrence of the item is marked for revision. The action is set to Add-SaveAs when you select Save As All Occurrences or Save As All on an item that isbeing added.

New command

Creates a new empty row in the structure. You have two options for inserting a newempty item into the BOM structure. You can:

• Insert a new row into an existing assembly.

• Create an empty item as the root item in a new structure.

You can use the New command when:


• A single row with data is selected.

Note The New command is disabled if you have multiple rows selected.

• The Item Revision does not contain a part or sheet metal document.

For new rows, you can define the properties:

• Item ID

• Item Revision

• Item Name



• Item Type

• Folder

Remove command

Removes the selected row(s) and all its children from the BOM structure. Allinstances of the parent assembly are affected, and the selected row is shown with ahorizontal line through the center of the text in the source pane. The Action is set toRemove for the indicated row. The Action for the parent item is set to Update. Thestructure under rows with a Remove action is hidden. If you change the action fromRemove to something else, the structure is re-displayed.

You can use the Remove command when:


• A row or multiple rows with data are selected.

• The direct document is not in the selected row.

Note You cannot remove the top level assembly or the Family of Parts master undera Family of Parts member.

You can use the Clear All command to undo your selection. Clicking Perform Actionscompletes the removal of the selected row.

Cutting, copying, and pasting rows in Structure Editor

You can cut, copy, and paste rows in Structure Editor using shortcut commands.Information that is cut or copied is placed on the Clipboard.

Note Structure Editor does not interact with the clipboard in Teamcenter. If youwant to cut and paste rows in the Teamcenter clipboard, you must use theTeamcenter Structure Manager (formerly Product Structure Editor).

Eligible conditionsYou can use the cut, copy, and paste commands when:


• At least one row with data is selected.

• The row selected is not the direct document.

More InformationFor more information, see the Cut a row, Copy a row, or Paste a row help topics.

Managing your local cache in Structure EditorWhen you work with managed documents, Structure Editor creates a local cacheof the viewed documents to improve performance. When you open a document, the



synchronization between the document stored in the database and the documentin your local cache is automatically managed for you. Structure Editor checks yourlocal cache to see if the local document is up to date with the version of the documentin the managed library. Structure Editor then opens the local document or copies thecurrent version from the database to your local cache.

The Cache Assistant command on the Manage menu enables you to manage yourlocal cache. You can use the Cache Assistant dialog box to synchronize all thedocuments in the database, check in documents you have checked out, downloaddocuments from the managed library to your local cache, or delete documents fromyour local cache.

The Cache Assistant commands work the same through Structure Editor as whenyou are using the Cache Assistant in Solid Edge Embedded Client. Review thelesson on Managing Your Cache for additional information.

Caution The Open command on the Cache Assistant shortcut menu opens theselected document in the application used to create it. You should exit StructureEditor before making changes to the document in Solid Edge.

Lesson review: Using Structure Editor1. You can use the Structure Editor to perform all of the following functions except:

a. Copy assembly structures to new Teamcenter items.

b. Revise partial assembly structures.

c. View an assembly in Exploded or Parts List format.

d. Print Teamcenter properties.

2. Name the four window panes that comprise the Structure Editor window.

3. True or False: Scroll-Lock causes the column order to be identical in both upperwindows of the Structure Editor.

4. What is the difference between the Revise Selected and Revise All commands?

5. True or False: You should not work in Solid Edge and Structure Editorsimultaneously.

Answers1. You can use the Structure Editor to perform all of the following functions except:

d. Print Teamcenter properties.

2. The four window panes that comprise the Structure Editor window are:

• Source — contains the Bill of Materials used for markup.

• Target — contains the final view of the Bill of Materials.

• Preview — displays a saved preview image of the assembly.



• Property — displays Teamcenter property information

3. False — Scroll-Lock controls the simultaneous vertical scrolling of the upper-left(source) and upper-right (target) window panes.

4. The Revise Selected command revises selected files within a structure to a newrevision. The Revise All command revises all the files within a structure to anew revision.

5. True — You should not work in Solid Edge and Structure Editor simultaneously.

Activity: Use the Structure Editor

Use the Structure Editor

In this activity, you will learn how to:

• Open an assembly in Structure Editor.

• Clone a complete assembly.

• Revise an assembly component in Structure Editor.

• Save and close the files in Structure Editor.

Start Structure Editor.

▸ On the Start menu, choose Programs®Solid Edge ST5®SEEC®StructureEditor.

From the Structure Editor startup screen, you can:

• Open an existing document or select a document from a list of recently useddocuments.

• Read the Tip of the Day.

• Connect to links from the Favorite Links portion of the screen or add andremove links.

The status bar at the bottom of the screen describes commands and displaysinstructions.

Open an existing document.

▸ Under Open, click Existing Document.

Since you are working with a managed document, the Login to Teamcenterdialog box is displayed.




The first time you access Teamcenter you must log in. Enter your TeamcenterUser ID and Password, and select the appropriate database if more than onedatabase is defined.

▸ Click Login. The Open a File dialog box is displayed.

Use Search to find an assembly using the Item Name.

▸ In the Open a File dialog box, set Files of Type to Assembly document (*.asm).

▸ Click Search .

▸ Expand the Saved Searches list.

▸ From the list of predefined searches, select Item Name.

▸ Click Erase to clear any existing search criteria.

▸ In the Item Name box, type *valve body*.

▸ Click Search.

When completed, the Open a File dialog box displays the search results.

▸ Select the assembly with the description of Completed Assembly.

A preview of the item is displayed in the Preview pane on the right side of theOpen a File dialog box.

▸ Click Open to open the file in the Structure Editor.

Examine the Structure Editor screen.

The Structure Editor screen is divided into four window panes.

• The upper-left window pane displays a BOM view of your assembly using theRevision Rule you selected when you opened the item. It is the source pane.

• The upper-right window pane initially displays your item in the same BOM viewas the source pane. However, this pane reflects any changes you make to theitem while in Structure Editor. It is the target pane.

• The lower-left pane is the Preview pane.

• The lower-right pane is the Properties pane.

Note The initial display of the structure of your item shows the first level files only.In a multi-level assembly, you can expand each level using the + to the left of theitem or you can use the Expand All command to expand all levels of the assembly.

Expand the structure of the assembly and turn on each of the panes.

▸ In the source pane, right-click the assembly name and choose Expand All.



▸ On the View menu, choose Preview.

▸ On the View menu, choose Properties.

Modify the view in the Structure Editor window.

▸ Select the horizontal divider between the top and bottom half of the StructureEditor window.

▸ Drag the divider up. When you release the left mouse button, vertical scroll barsappear in the source and target window panes.

▸ Use the vertical scroll bar to view the hidden contents of the assembly in thesource window pane.

The source and the target windows move independently of one another. You maywant to scroll the two windows in vertical synchronization with one another,especially when you work on large assemblies.

▸ Choose View®Scroll-Lock to synchronize the vertical scrolling of the source andtarget window panes.

The source and target window panes now scroll together vertically in ahierarchical or Bill of Materials (BOM) view of the components of the document.

View your document in Parts List format.

▸ At the top of the screen, from the Show View list, select Parts List.

The Parts List display is a flat listing of the components of the assembly.

Return to the Exploded View.

▸ In the Show View list box, select Exploded.

Rearrange the column information so the Item ID, Revision, and ItemName columns appear in order.

▸ In the target window pane, select the column heading Item ID and drag it to theleft until the cell border of the Action column highlights.

▸ Release the left mouse button to position the column.

▸ Repeat the process for the Revision and Item Name columns. Your displayshould resemble the following:



Use your existing item to clone or copy the assembly.

▸ In the Structure Editor toolbar, click Save As All .

Setting the assembly action to Save As All clones or copies all of the files within astructure to a new item number, revision number and item name. As a result, cellsin the Action column of the target window pane change. Each item in the clonedassembly has an action of Check In.

You must supply the required information of an Item ID, Revision, and Item Namefor each item in the cloned assembly. You can type the information or have itgenerated for you.

Assign an Item ID, Revision, and Item Name to the new manageddocument.

▸ In the Structure Editor toolbar, click Assign All to automatically assign anItem ID, Item Name, and Revision to the document.

The Item ID is automatically assigned a unique value.

Tip The Assign All command is also available from the shortcut menu.

Remove the row containing the handle cap.

▸ In the source window pane, select the row containing the item that is the handlecap.

▸ Right-click and select Remove.

Notice the row is shown with a horizontal line through the center of the text inboth panes. The Action is set to Remove for that item.

Create a new row in the top level assembly.

▸ In the source window pane, select the top level assembly.

▸ In the Structure Editor toolbar, click New

A new empty item is created as a component of the parent assembly.

▸ In the target pane, right-click the new item and then click Assign.

Many times the items that comprise an assembly are stored in various folders. Youcan clone or copy items to a common folder for organizational purposes.

In the target pane, specify a folder to store the assembly.

▸ Scroll to the Folder column and double-click inside the Folder cell for thetop-level assembly.

▸ In the Select Folder dialog box, choose your Home folder.



▸ Click OK.

Copy the Folder cell contents to each of the remaining Folder cells.

▸ Click the top-level assembly’s Folder cell.

▸ Press Ctrl + C to copy the contents to the clipboard.

▸ Click the Folder cell for the next item in the list.

▸ Press Ctrl + V to paste the contents of the clipboard into the cell.

▸ Repeat pasting the contents of the clipboard into each cell until each cell displaysthe Home folder.

Tip You can select multiple cells by selecting the first cell, holding down your Shiftkey, and then selecting the last cell.

Revise a single component of the new assembly.

▸ In the source window pane, select the item with the Item Name of Stem.

▸ On the main toolbar, click Where Used to determine if the part is used inother assemblies.

Changes to the item will affect each of the documents where it is used.

▸ Cancel the Where Used Results dialog box.

▸ In the source window pane, click the Action cell and set the action for the itemnamed Stem to Revise.

The value for Revision is blank in the target window pane.

▸ In the target window pane, right-click the item and choose Assign.

The new revision is automatically assigned.

Perform the Actions you have specified.

▸ Click Perform Actions on the Structure Editor toolbar.

The Perform Actions command executes all actions specified in the Actioncolumn.

Open your new top level assembly in Solid Edge.

▸ In the target pane, select the top level assembly and select File®Open in Editor.

The Structure Synchronization dialog box displays.



The structure synchronization dialog box notifies you when an assembly requiresstructure synchronization with the database contents. This condition occurswhen an assembly is changed outside the Solid Edge environment.

▸ Click Yes to synchronize the changes.

▸ In PathFinder, verify the following:

• A new empty item exists as part of the assembly.

• The handle assembly no longer contains the handle cap.

• The item that is the stem is now revision B.

Exit Solid Edge and save your changes.

▸ Select Application menu®Exit Solid Edge.

▸ Click Yes to save the changes to the document.

View the data in your Structure Editor cache.

▸ From the Structure Editor toolbar, select Manage®Cache Assistant.

The Cache Assistant has the same functionality in Structure Editor as it does ina managed Solid Edge environment. You can use the Cache Assistant dialog boxto synchronize all the documents in the managed library, check in documentsyou have checked out, download documents from the managed library to yourlocal cache, filter the display of the contents of your cache, or clear documentsfrom your local cache.

Check in all documents.

▸ Click Check in All .

▸ Update the status of the items in the cache by clicking Update Status Info .



Clear your cache and remove the default project.

▸ Click on the lower portion of the dialog box to remove all projectsfrom the cache.

Caution Deleting all projects from the cache checks in all checked-out documents,deletes from cache all of the local projects and associated documents and createsa new project named Default.

▸ At the prompt, click OK to delete all projects from the cache.

▸ Confirm the delete by clicking Yes.

The cache is cleared and a new Default project is created.

▸ Close the Cache Assistant dialog box.

Exit Structure Editor.

▸ From the Structure Editor toolbar, select File®Exit.

Activity summary

In this activity, you learned how to start Structure Editor and how to use basicoperation commands. You learned how to clone assemblies and revise individualsparts within assemblies.


• Open any managed document in Structure Editor.

• Clone an existing assembly.

• Revise an individual part within an assembly.

Lesson summaryThe Structure Editor is a tool for managing assembly structures in a collaborativeenvironment.

Things to remember:

• You can revise partial or whole assembly structures in Structure Editor.

• There are four windows panes in the viewing area of Structure Editor. Eachpane can be manipulated independently of one another.

• The Save As All command makes a copy (or clones) all items and the newstructure is saved as a new item in Teamcenter.

• You should not work in Solid Edge and Structure Editor simultaneously. Exitone of the applications before making changes to your document.


Lesson

9 Running Solid Edge EmbeddedClient Diagnostics

In this lesson, you will learn how to:

• Start the Solid Edge Embedded Client Diagnostics Application.

• Supply basic configuration information.

• Perform a diagnostics scan.

• Read the SEEC Diagnostic log file.

• Export your Teamcenter attribute mapping.

• Create a package of information to supply to product support.

Introduction to the diagnostic applicationThe Solid Edge Embedded Client diagnostic application enables you to easily createa collection of information regarding your Solid Edge Embedded Client configuration.The application is delivered with Solid Edge Embedded Client and collects clientinformation such as software location, database connection, cache information,registry details, and log files into one location to share with product support inthe event assistance is needed.

To run the diagnostics application, from the Start menu, choose Programs® SolidEdge ST5®SEEC®Diagnostic Application. The SEEC Diagnostics dialog boxdisplays your current Teamcenter connection configuration. You only need to providea location for the output of the scan. Once the scan is run, read-only output from thescan appears in the Detail portion of the SEEC Diagnostics dialog box. If multipleversions of an application are installed, the scan reports the details for each version.

The startup screen

The SEEC Diagnostic Application startup screen provides basic information such asthe title and version of the diagnostic tool.


Lesson 9 Running Solid Edge Embedded Client Diagnostics

The SEEC Diagnostics dialog boxThe SEEC Diagnostics dialog box consists of two areas of information:

Teamcenter Displays Teamcenter connection information.

Detail Contains specific information regarding your configurationdiscovered during the scan.

The SEECDiagnostic log fileA series of log files are collected by the scan. The log file generated by the diagnosticsscan is SEECDiagnostic_YYYYMMDDHHMMSS.txt where YYYY is the year, MM isthe month, DD is the day, HH is the hour, MM is the minute, and SS is the second thescan was started. Types of information the SEECDiagnostic log file can include are:

• System hardware and software information

• Disk size and free space

• Teamcenter preferences

• Template filenames

• Environment variables

The SEECDiagnostic log file and other output generated by the scan is stored in afolder in the diagnostic package location you define. The data in the diagnosticpackage folder should be zipped along with an export of your Teamcenter attributemapping and sent to product support for analysis in the event assistance is needed.

Exporting your attribute mappingAttribute mapping defines what document properties you will exchange betweenSolid Edge and Teamcenter. The key Solid Edge properties that are automaticallymapped to Teamcenter attributes are displayed in Solid Edge on the Project tab ofthe Properties dialog box. You can create custom Solid Edge properties to map toTeamcenter attributes such as Item type and Dataset Description. Having a list ofthe attributes you have mapped is significant when troubleshooting problems. Auser with system administrator privileges can obtain this information by performingan export of the data using the export_attr_mappings command and arguments. Theoutput of the export is created in the file you specify.

Example C:\ProgramFiles\UGS\Teamcenter\Express\V3\bin>export_attr_mappings–file=c:\temp\attr.txt –u=myuserid –p=mypassword –g=mygroup

The arguments used are:

–file=the mapping file being created locally

–u=userid for your Teamcenter database

–p=password for your Teamcenter database

–g=Teamcenter group


Running Solid Edge Embedded Client Diagnostics

Lesson review: Running Solid Edge Embedded Client diagnostics1. True or False: Use the Diagnostic Application when you need a collection ofinformation regarding your Solid Edge Embedded Client configuration.

2. The Diagnostic Application is delivered with _________ __________ __________________________.

3. The SEECDiagnostic log file contains all of the following information except:

a. Teamcenter attribute mapping.

b. Solid Edge version.

c. Disk information.

d. Teamcenter preferences.

4. True or False: Attribute mapping defines the document properties you willexchange between Solid Edge and Teamcenter.

Answers1. True — Use the Diagnostic Application when you need a collection of informationregarding your Solid Edge Embedded Client configuration.

2. The Diagnostic Application is delivered with Solid Edge Embedded Client and isavailable from Programs®Solid Edge ST5®SEEC®Diagnostic Application.

3. The SEECDiagnostic log file contains all of the following information except:

a. Teamcenter attribute mapping.

4. True — Attribute mapping defines the document properties you will exchangebetween Solid Edge and Teamcenter.

Activity: Run diagnostics

Run diagnostics

In this activity, you will learn how to:

• Start the Diagnostic Application.

• Perform a diagnostic scan.

• Read the SEEC Diagnostics log file generated by the scan.

• Export your Teamcenter attribute mapping.

• Create a collection of files necessary for assistance with troubleshooting.



Start the SEEC Diagnostic Application.

▸ On the Start menu, choose Programs®Solid Edge ST5®SEEC®DiagnosticApplication.

Caution You should exit Solid Edge, Structure Editor, and Add to Teamcenterprior to running diagnostics.

After the startup screen is displayed, you see the SEEC Diagnostics dialog box.You can use the dialog box to define the location of the output generated by thescan and view details produced by the scan.

Notice your configuration selection.

▸ In the SEEC Diagnostics dialog box, notice the selection of the 2-tier or 4-tierbutton identifying the configuration installed on your client.

The application automatically identifies your connection type. However, if you haveboth the 2-tier and 4-tier configurations, you can manually set the connection typefor the scan.

If you are not sure which configuration your have, refer to the Solid Edge Help topicDetermine your Teamcenter client configuration.

Define the location of files associated with your specific configuration.

For a 2-tier configuration, browse for the location of your TC_ROOT and TC_DATAinformation.

For a 4-tier configuration, supply the URL of your server.

Start the scan.

▸ In the Diagnostic Package Location, specify a folder where the diagnostics folderand all files created by the scan will be stored.

▸ Click Scan.


Upon successful login, the scan begins. You are notified when it completes.

Review the results of your scan.

▸ Click OK to dismiss the Scan Complete dialog box.



The Detail portion of the SEEC Diagnostics dialog box contains the results of thediagnostics scan. The SEECDiagnostic_timestamp.txt log file is created in thefolder you defined in the Diagnostic Package Location.

▸ View the contents of the folder you defined as your diagnostic package location.

Example C:\Documents and Settings\<username>\MyDocuments\SEECDiagnostic

The folder contains the log files and other files generated by running thediagnostics application.

▸ Open the SEECDiagnostic_<timestamp>.txt log file generated by the scan.

The SEECDiagnostic_YYYYMMDDHHMMSS.txt is automatically generated bythe scan. The YYYY is the year, MM is the month, DD is the day, HH is the hour,MM is the minute, and SS is the second the scan was started.

▸ Locate the section of the log file that reports disk information.

The scan reports the total disk space and free space available.

Warning Information reported in this log file should not be altered.

▸ Review the Teamcenter Preferences portion of the report to view the preferencesdefined on your server.

▸ Close the log file.

Create an export of your Teamcenter attribute mapping.

Note The following example assumes an installation of Teamcenter Express.

▸ Open a Command Prompt window by choosingStart®Programs®Accessories®Command Prompt.

▸ Set your iman_root environment variable equal to the installation location ofyour Teamcenter client.

Example C:\>set iman_root=”c:\Program Files\UGS\Teamcenter\Express\V3”

▸ Set your iman_data environment variable equal to the location of your Teamcenterdata.

Example C:\>set iman_data=\\myserver\ugs\tcdata\

This example assumes a 4-tier Teamcenter connection. Substitute the nameof your server for myserver.

▸ Change directories to the installation location of your Teamcenter client.

Example C:\>cd %iman_root%

▸ Change directories to the \bin directory.

Example C:\Program Files\UGS\Teamcenter\Express\V3>cd \bin

▸ Run %iman_data%\iman_profilevars.



Example C:\ProgramFiles\UGS\Teamcenter\Express\V3\bin>%iman_data%\iman_profilevars

▸ Export the Teamcenter attribute mappings using the export_attr_mappingscommand and arguments.

Example C:\ProgramFiles\UGS\Teamcenter\Express\V3\bin>export_attr_mappings–file=c:\temp\attr.txt –u=myuserid –p=mypassword –g=mygroup

The arguments used are:

–file=the mapping file being created locally

–u=userid for your Teamcenter database

–p=password for your Teamcenter database

–g=your Teamcenter group

The output of attribute mappings is created in the file you specified.

▸ Create a Zip file of the data in the diagnostic package folder along with theexport file containing your Teamcenter attribute mapping.

You are ready to send the information to product support in the event assistanceis needed.

▸ Close the SEEC Diagnostics dialog box.

Activity summary

In this activity, you learned how to start the Diagnostics Application and perform ascan of your system. You also learned how to read the SEECDiagnostics log file andexport your Teamcenter attribute mapping.

Now you will be able to create a package of files to send to product support in theevent assistance is needed.

Lesson summaryThe Diagnostic Application is a tool for creating a collection of information regardingyour Solid Edge Embedded Client configuration.

Things to remember:

• Exit Solid Edge, Structure Editor, and Add to Teamcenter prior to runningdiagnostics.

• The SEEC Diagnostics dialog box consists of the two sections: Teamcenter andDetail.

• Multiple log files are collected in the location you specify when you perform adiagnostics scan. The SEECDiagnostic<timestamp>.txt file contains pertinentinformation regarding your client system.



• You should not edit the contents of the SEECDiagnostic log file.

• Create a Zip file of the data in the diagnostic package folder along with the exportfile containing your Teamcenter attribute mapping to send to product support.
