Add unmanaged documents to Teamcenter

  1. Start Solid Edge with Teamcenter enabled.

  2. Choose Application→Manage→Cache Assistant and log in to Teamcenter if prompted.

  3. In the Cache Assistant dialog box, click Delete All to clear your cache.

  4. In the Delete All Projects from Cache dialog box, click OK, and then click Yes to confirm.

  5. Exit Solid Edge.

    Note:

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

  6. Choose Start→Programs→Solid Edge ST5→Data Preparation→Add to Teamcenter.

  7. Connect to Teamcenter by entering the required information on the Login to Teamcenter dialog box.

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

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

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

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

    Note:

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

  11. 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 Teamcenter.

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

  13. 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 Teamcenter program compares the Teamcenter import date with the date the files were last modified to see if the files have already been loaded into Teamcenter.

    Note:

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

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

    Your choice specifies the revision rule used to create the BOM.

  15. (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.

  16. Click OK to perform the Dry Run.

    While the dry run is processing, you can monitor its progress on the Add to Teamcenter Status dialog box.

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

    Caution:

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

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

  18. Once any broken links or other problems have been corrected, run Add to Teamcenter and log in.

  19. Click Restart to complete any unfinished actions.

    If you elected to be prompted when an overwrite condition occurs, determine the course of action on the Overwrite dialog box.

  20. 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.

  21. 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 Teamcenter.

    When the document successfully loads into the Teamcenter database, you are notified that the Add to Teamcenter process is complete.

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