Start Solid Edge with Insight XT enabled.
Choose Application→Manage→Cache Assistant and log on to Insight XT if prompted.
In the Cache Assistant dialog box, click Delete All to clear your cache.
In the Delete All Projects from Cache dialog box, click OK, and then click Yes to confirm.
Exit Solid Edge.
Note:
Do not run Add to Insight XT while Solid Edge is running.
Choose Start→Programs→Solid Edge ST5→Data Preparation→Add to Insight XT.
In the Add to Insight XT dialog box, select the folder or documents you want to add to the managed environment.
Click Add and your selection is added to the Folders and Documents To Be Added list.
Specify a folder to add the files too.
You can use the Browse for Library Folder button to choose a folder from the Select Folder dialog box.
Click Dry Run to examine the files to be added for broken links or missing information.
The documents are not added to the library and the documents remain in the queue for you to make any necessary corrections and return to Add to Insight XT.
Specify a default folder to use if an entry is missing in foldermap.txt.
(Optional) Select the Update Status On All Documents to Checked-In check box to check the documents into Insight XT.
Determine how you would like the software to handle an overwrite condition by setting the Overwrite box.
You can set the software to prompt you, to overwrite all documents it finds, or to not overwrite any documents. This option is particularly helpful if you are loading unmanaged documents unattended.
The Add to Insight XT program compares the Insight XT import date with the date the files were last modified to see if the files have already been loaded into Insight XT.
Note:
You can load files over files that already exist in Insight XT. Add to Insight XT gives you the option to check out the document and overwrite it, check out all files that exist and overwrite them, leave the file and use the file already in the database, leave all files and use the ones that already exist in the database, or cancel the import process.
Set the Revision Rule for use with the documents.
Your choice specifies the revision rule used to create the BOM.
(Optional) Set the Automatically Retry Documents That Fail to Load check box to retry the load of any documents that failed to load on the previous attempt.
Click OK to perform the Dry Run.
While the dry run is processing, you can monitor its progress on the Add to Insight XT Status dialog box.
If broken links are found during the dry run, the Broken Links dialog box is displayed. You can choose to suspend the process, find alternates, or ignore the broken links.
Caution:
Repair any broken links before proceeding with adding your unmanaged documents into Insight XT.
You can suspend Add to Insight XT and use the Analyze, Link Fixup, and Modify data preparation programs to correct reported problems in your unmanaged files.
Once any broken links or other problems have been corrected, run Add to Insight XT.
Click Restart to complete any unfinished actions.
If you chose to be prompted when an overwrite condition occurs, determine the course of action on the Overwrite dialog box.
If no broken links or missing information were found, respond to the Validations Complete dialog box by clicking View Log, Summary, Continue, Cancel, or Suspend.
Once the dry run is complete, and the data validation was successful with no errors or warnings, the Validations Complete dialog box is displayed and you can click Continue to load the documents into Insight XT.
When the document successfully loads into the Insight XT database, you are notified that the Add to Insight XT process is complete.