A general overview of the steps required to utilize the tools are:

• Perform a dry run on the unmanaged Solid Edge files identified for import into SharePoint using Add to Solid Edge SP.

• Run the Analyze program to check for duplicate document number values, duplicate filenames, broken links, and to evaluate the Solid Edge to SharePoint property mapping in your unmanaged files.

• Repair any problems identified during the analysis using the commands in the Analysis Template and apply corrections to the files listed in the Analysis Report.

• If you rename files using the commands on the Analysis Template, use the Link Fixup program to correct any broken links that were the result of renaming the files.

• Use the Modify program to modify the unmanaged Solid Edge files with the changes you specified in the analysis spreadsheet.

The processing of unmanaged documents by the Solid Edge to Solid Edge SP data preparation utilities takes place on the client system running the programs.

Other considerations prior to running the utilities are:

• A minimum of 4 GB of memory is recommended on the client system.

• Available disk space 1.5 times the size of the dataset being processed is recommended for the client system.

• The data preparation utilities are not compatible with the Windows 2000 operating system.

• Microsoft Office Professional 2007 must be installed on the client to run the Solid Edge to Solid Edge SP data preparation utilities.

  Note:

  Processing more than 65,536 files requires Office 2007 and the input file must be in .xlsm document format.

• Perform a backup of your data prior to using the data preparation utilities.

• The computer containing data being analyzed or imported should be on an isolated network and inaccessible by users actively modifying the documents in a production environment.

• Identify the non-Solid Edge files you want to import before running the utilities. If the non-Solid Edge files are not linked to Solid Edge files, they should be imported into SharePoint outside this environment.

  Note:

  Importing dwg and dxf file to Solid Edge SP through Add to Solid Edge SP is supported even if they are not linked to any Solid Edge files.

• Identifying a target data set (mass of data that has been broken down into logical pieces) for importing, such as a specific folder of data, is recommended over a mass importation of data into a SharePoint-managed environment.

  Caution:

  If you are importing more than 20,000 documents, it is recommended that you contact your reseller or Siemens representative to discuss best practices.

• A significant amount of time is required to analyze, prepare, and import your Solid Edge data into SharePoint. An estimate for analyzing and preparing your files is one week per 15,000 files being imported, depending on the state of your existing data.

  While actual import rates vary, you can assume approximately 250 files per hour. There are several factors that affect this estimate including, but not limited to the following:

  • Available system memory.

  • Number of unmanaged files being imported.

  • Size of unmanaged files.

  • Number of top level assemblies.

  • Network bandwidth.

• A unique SharePoint user ID should be created for running the Import utility.

• Previously installed versions of the Solid Edge to Solid Edge SP utilities should be removed before you install the latest version. Check the GTAC web site for the latest version available.

• Perform a Solid Edge file analysis

• Define custom properties prior to analysis

• Fix links in Solid Edge files

• Modify Solid Edge files

• Preparing unmanaged documents for SharePoint

• Adding documents to a Solid Edge SP managed environment