Preparing unmanaged documents for Teamcenter

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 QY CAD properties to Teamcenter attributes.

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

• Use the Data Preparation Utility to analyze files, fix broken links, and modify properties in your unmanaged data.

Watch a short video about the importance of preparing your data before import, and an overview of the data preparation process:

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

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

Teamcenter supports the same conventions that the file system supports for naming folders and documents. Folder and document names can consist of all Unicode characters except the following characters: # : \ ? * < > % / | " ~ !

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

Attribute mapping defines what document properties you will exchange between Solid Edge and Teamcenter. There are a number of property mapping definitions that are delivered for you.

In Teamcenter, the key attributes used to track part numbers and revisions are Item ID, Revision, and Item Name. The corresponding QY CAD properties are displayed in QY CAD on the Project tab of the Properties dialog box. You can access the Properties dialog box by choosing Application menu→Info→File Properties. Defining these properties in QY CAD before adding the documents to Teamcenter minimizes your future efforts and your Teamcenter database will be more accurately populated from the start.

Some things to consider regarding QY CAD property mapping:

• If the QY CAD Document Number property is left blank, an Item ID is automatically generated and assigned for you when you import the data into Teamcenter. You should define the Document Number, Revision Number, and Project Name before loading your data into Teamcenter.

• If any of the QY CAD properties contain more than the maximum character length, or if the Document Number plus the Revision is greater than the maximum character length, you are notified of an error on import into Teamcenter. The error is recorded in the log file generated by the Add to Teamcenter application. Log files are located in \AppData\Roaming\UDS\QY CAD\Version 222\Log Files.

• In the Teamcenter-managed environment, only one QY CAD 3D dataset is allowed per Item. However, multiple Drafts can be associated with each item as item revisions. When unmanaged 3D datasets using the same Document Number property are imported into Teamcenter, you must decide to save your QY CAD Draft documents to the same Item Revision as the QY CAD 3D content or save your QY CAD Draft documents to a separate Item.

• QY CAD properties and Teamcenter attributes should match type (For example: String with String, Date with Date and Numeric with Numeric).

• When QY CAD transacts data with Teamcenter, it uses a name that is unaffected by localization. This is referred to as the real name. The real name has also been used for the display in the user interface. Beginning with Teamcenter 8.3, a unique prefix is added to all new business objects to guarantee uniqueness. The resulting name is often not desirable for display in the user interface. The use of a display name addresses this issue. The display name is used for column headers in common property dialog boxes for mapped properties other than the mandatory properties.

  Additional information regarding display names can be found in the Teamcenter Integration for QY CAD (SEEC) Guide for Users and Administrators.

• Mapping the Project ID is not supported.

• The Item Type and Dataset Description are localized, while the Dataset Name is English-only.

You can create custom QY CAD properties to map to Teamcenter attributes. For example, you can create custom properties to define the Item Revision for non-QY CAD documents including image files, .pdf documents, and Microsoft Office documents (MS Word, MS Excel, MS PowerPoint). You can also create custom properties 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.

For more information regarding custom properties, refer to the QY CAD Help topic Creating custom document properties.

To make the task of preparing unmanaged files easier, the Data Preparation Utility is available to you in Start→UDS QY CAD 2022→Data Preparation when you install QY CAD. This program assists you with:

• Analyzing your unmanaged files

• Fixing broken links

• Modifying properties

You can read more about the data preparation tool in the QY CAD Help topic QY CAD Data Preparation Utility