The Analysis Report displays the results of data analysis in the spreadsheet area of the Analysis Template. The Analysis Report utilizes the commands at the top of the spreadsheet for correcting or confirming data prior to importing into a managed environment.
You can use the Analysis Report to:
Define or correct property data prior to importing into the managed environment.
Rename unmanaged files.
Separate the file name and revision number in an existing file name.
Mark documents to delete from disk.
The commands for manipulating your Solid Edge files are dependent on macros being enabled. If you notice the warning,
Macros may be disabled due to your Microsoft Office security settings.
Note:
Discuss your security policy with your system administrator before making changes to your security settings.
The Analysis Report user interface has the functionality of Microsoft Office 2007. A horizontal, tabbed command ribbon makes all commands visible and accessible. On each tab, functions are organized by group to help you locate them.
The tabs containing commands you will use most frequently to define or correct property data prior to importing your documents into the managed environment are:
SE Data Prep
Mark Previous Revisions
Searches the files listed as a result of the analysis and finds the latest revision of the files based on the document number. All revisions prior to the latest revision are marked for deletion with an X in the Delete column.
Delete Marked
Scans the Delete column of the spreadsheet for those marked with an X. When processed, these files are immediately deleted from disk.
Caution:
Deleting files from disk can create broken links. Use care when marking files for deletion.
Remove Timestamp
Deletes the timestamp from each listed file so the same data can be imported more than once into the database.
In Insight XT, the command clears the values from the InsightXT_ImportTime column.
Set File Status
Immediately resets the Solid Edge status property of selected files to Available.
Get SE Version
Searches the files listed and locates the latest saved version.
Set Write Access
Sets the files with Write access.
Set Read Only Access
Sets the files with Read Only access.
Split Filename
Searches for a delimiter defined in the ribbon and divides the file name into two portions. Data to the left of the delimiter is used in the Document Number property definition. Data to the right of the delimiter is used in the Revision property definition.
Copy Filename to Doc Num
Copies the existing file name of a document without its extension to the Document Number property. As a result, once the data is imported into Teamcenter, the file name is used for the Item ID.
Copy Filename to Project
Copies the existing file name of a document without its extension to the Project name property. As a result, once the data is imported into Teamcenter, the file name is used for the Item Name.
Copy Doc Num to Filename
Copies existing document numbers to new file names. Existing data is not modified.
For Insight XT, the new file name is based on the contents of the Document Number and Revision columns of the spreadsheet. The formula for the new file name is <Document Number>_<Revision>.<Extension>. For example, if the document number is 001, the revision is A, and the existing file name is 123.par, the new file name is 001_A.par. If either of the Document Number or Revision columns is empty, no new file name is generated.
Append DFT to Doc Num
Appends -DFT to the existing document number for draft files only.
Increment Doc Num
Increments the existing document number with the prefix and starting value you specify.
Parse Filename
Sorts the data by the value you specify. You supply the Start and To information along with the Column where you want the results displayed.
Note:
The value for the column is the numerical value as counted left to right on the spreadsheet.
Append Doc Num
Adds the string you specify to either the beginning or end of the document number.
String in Filename
Finds files with the string you specify, and then places another string you specify in the column you specify.
Tip:
Standard parts usually have something unique in the file name. This function can be used to add the word Standard in the Teamcenter Item Type column for that file.
Multiple 3D
Finds Draft (.dft) documents with links to multiple 3D Solid Edge documents.
From Linked 3D
Populates Draft (.dft) document numbers from the linked 3D Solid Edge document.
In Insight XT, the command obtains the Document Number, Revision, Part Content Type, and Part Revision Content Type from the linked 3D file and copies it into the draft’s respective columns.
From Linked Draft
Populates 3D document numbers from the Draft (.dft) document with the same file name.
In Insight XT, the command obtains the Document Number, Revision, Part Content Type, and Part Revision Content Type from the draft file and copies it into the 3D’s respective columns.
Insight XT Content Type
Checks for entries in the Part Content Type, Revision Content Type, and Content Type columns of the spreadsheet, and compares the entries with the values in the table in the Content Types-Insight XT worksheet. Discrepancies are denoted by coloring the cell of the spreadsheet red, and adding an error message to the delete column noting an invalid content type.
If the cells of the spreadsheet are empty, the content type is assigned from the Content Types-Insight XT table and it is noted that a content type has been assigned.
Insight XT Invalid Characters
Creates a new file name by replacing invalid characters in an existing file name with the default replacement character dash (-). The replacement value can be changed when you are presented the Replace Invalid Characters dialog box.
SE Final Check
Remove Cell Background Color
Removes the color coding of cells in the spreadsheet. This command should be performed prior to rechecking for duplicates in the document number and file name.
Compute Longest
Calculates the total character length of each column and reports it for evaluation.
Note:
There is no logic applied to compare the values reported to the maximum character limit of fields within Teamcenter. You must manually verify the maximum character limit which varies depending on the version of Teamcenter you are running.
In Insight XT, if the total character length for Document Number + Revision + file extension is found to more than 128 characters, a message displays in the Delete column to indicate you have exceeded the maximum character length.
Duplicates
Evaluates modified data to ensure the property information is correct and contains no duplicate data prior to importing into Teamcenter. Duplicate file names are shown in red, and duplicate document numbers are shown in yellow.
In Insight XT, the command checks the following columns for duplicates:
Filename
Document Number and Revision
If duplicates are found, the cell is colored red and a message indicates Duplicate Filename or Duplicate Document Number.
Check Revision
Determines the linked 3D file for each draft file found, then marks the files where there is a mismatch between the revision of the draft and 3D files. This command is helpful for identifying situations where the draft and 3D files will be imported into separate Teamcenter Item Revisions when the intention is to import them into the same item revision.
Remove String
Deletes the defined string from each of the cells in the spreadsheet.
In Insight XT, you can specify the column number or you can specify the column by alphabetical character.
All
Creates a text file for exporting. The file contains all documents in the list.
SE Misc
Synchronize
Synchronizes legacy standard parts with generated Teamcenter standard parts. You have the option to indicate if you have CAD partner standard parts installed.
Help About
Displays the version number of the Solid Edge data preparation tools.
Solid Edge to Teamcenter data preparation utilities overview
Solid Edge to Insight XT data preparation utilities overview