Perform a QY CAD file analysis

In this section: 4.10.3.1. Analysis report spreadsheet 4.10.3.2. Analysis report

Use this procedure to analyze your files and prepare the master list of files for import into the managed environment.

1. Choose Start→UDS QY CAD 2022→Choose PDM Integration.

2. On the ribbon, click Utility.

3. Select the document management application for which you are preparing your data:

   • Teamcenter

   • Unmanaged

4. (Optional) To change the default location for the log files generated as output of the analysis, click Set Working Folder.

   Note:

   By default, the utility saves log files in \Users\<username>\AppData\Roaming\UDS\QY CAD\Version 222\Log Files\Data Preparation.

5. (Optional) To view the contents of the working folder click, Open Working Folder.

6. In the Generate Import List tab, click Select Files/Folders.

7. Select whether the files to be analyzed are located in a file or in a system folder.

   Use this option	To do this
   Add Files	Identify individual files for analysis or define the location of either the ordered or unordered CSV file containing the list of files for analysis.
   Add Folders	Identify the location of the system folders containing the files for analysis.

8. Browse for the files or folders specified in the previous step.

   Tip:

   • When you choose to Add Folders, you can select the Include Subfolders check box so that any subfolders are included for you.

   • You can click Types to filter your selection by file types (.dft, .asm, .par, .psm, .pwd or All documents including non-QY CAD documents).

   • You can click Remove or Remove All to modify the list of files or folders.

9. To start the analysis, click Generate Import List.

   The length of time required for processing depends on the number of files analyzed. When processing is finished, several files are generated for you:

   • AnalysisOfQY CADfiles_<timestamp>.txt

     Contains a summary of the file analysis.

   • DataPrep_Links_<timestamp>.xlsx

     Lists relation types if the relation type is a reverse link.

   • OrderedList_<timestamp>.CSV

     Contains the master list of files to be imported into the managed environment in the order in which they are to be imported.

   • PropertyList_<timestamp>.xlsm

     Displays the results of the data analysis in a separate window. For more information, see Analysis report.

   • Unordered_<timestamp>.CSV

     Contains a list of files to be imported into the managed environment.

10. To add property data or correct problems identified during the analysis, use the tools in the analysis report to apply corrections to the files listed.

    Examples of the type of corrections you might need to apply include changing the Project ID, changing revisions, or renaming existing unmanaged files.

    Tip:

    • If broken links are identified in the file analysis, use the options in the Fix Broken Links tab to repair them. To learn how to do this, see Fix Links in QY CAD Files.

    • To modify the properties of your unmanaged QY CAD files with the changes you specify in the analysis report, click the Modify Properties tab.

11. Exit the analysis report, PropertyList_<timestamp>.xlsm.

    Note:

    The commands for making changes to your QY CAD files rely on macros. If you close and reopen the spreadsheet, macros may be disabled due to your Microsoft Office security settings. Discuss your security policy with your system administrator before making changes to your security settings.

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