Managing your local cache


When you work with managed documents, Structure Editor creates a local cache of the viewed documents to improve performance. When you open a document, Structure Editor automatically manages the synchronization between the document stored in Teamcenter and the document in your local cache. Structure Editor checks your local cache to see if the local document is up to date with the version of the document in Teamcenter. Structure Editor then opens the local document or copies the current version to your local cache.

The Cache Assistant command on the Manage menu enables you to manage your local cache. You can use the Cache Assistant dialog box to synchronize all the documents in the database, check in documents you have checked out, download documents from Teamcenter to your local cache, or delete documents from your local cache.

You can use the buttons on the dialog box to manage all the documents in your local cache, or you can use the shortcut menu commands to manage selected documents. Similar to Windows Explorer, you can use the Ctrl key to select documents randomly, or the Shift key to select a sequential list of documents.

The Show option on the Cache Assistant dialog box allows you to control which documents are displayed in the list. You can set this option to display only checked out documents, out-of-date documents, or all the documents in your local cache.

Synchronizing documents in the library

The Synchronize All button on the Cache Assistant dialog box checks your local cache for any out-of-date documents, and then downloads the latest version from Teamcenter to update your local cache. You can also use the Synchronize command on the shortcut menu to synchronize selected documents.

Previewing documents

You can verify the contents of a document by clicking it in the document list and then looking at the image displayed in the preview pane of the Cache Assistant dialog box. Not all documents have a preview image associated with them.

To create a preview image, you can use the options on the Preview page of the Solid Edge File Properties dialog box. To learn how to do this, see the QY CAD Help topic, Create a Preview Image of a Document.

You can set preview image display options using the Preview command in the Cache Assistant dialog box.

Checking documents in and out of the managed library

You can use the Check Out command on the Cache Assistant shortcut menu to lock a document in the managed library, which prevents other users from making changes to it. The Check Out command also changes the document status in the local cache to read-write, so you can make changes to the document. If you check out a direct document, read-only copies of all indirect documents are downloaded to your local cache.

After you make changes to the checked out document, you can use the Check In All command on the Cache Assistant dialog box to upload the documents to the managed library and make them available for other users to check out. You can also use the Check In command on the shortcut menu to check in selected documents.

You can use the Cancel Check Out command on the Cache Assistant shortcut menu to cancel changes you make to a checked out document. In other words, any changes you have made to the checked out document are lost when you cancel the check out of the document. This also releases the check out lock on the document in the managed library, which allows other users to make changes to the document. If you cancel the check out of a direct document, you also cancel the check out for any associated indirect documents that are checked out. The Cancel Check Out command does not upload the document to the library, and it is not removed from your local cache.

Managed direct documents opened with read-only permissions can be checked out using the File→Check-Out command. The command verifies the active document is the most recent version, checks the file out of Teamcenter, sets the file to a writable state, and enables the Save command for you to save any in-memory file changes. This command is available in Teamcenter environments for Assembly (.asm), Part (.par), Sheet Metal (.psm), Draft (.dft), and Design Manager.

Note:

The File→Checkout command does not transfer any files from the server since the active document is the latest version.

Downloading documents to local cache

You can use the Download button on the Cache Assistant dialog box to select documents from the managed library and download them to your local cache. This is helpful if you want to manage your cache manually or work offline. When you click the Download button, the Download dialog box is displayed, which allows you to select the documents you want.

Deleting documents from cache

The Delete All button on the Cache Assistant dialog box removes all the documents in your local cache except where the cache file is not in the database. This is helpful if you want to free disk space or force the local cache to update with the latest information from the managed library.

Checking document revisions

The Revised From command on the Cache Assistant shortcut menu displays the name and folder path of the document that was used as a template to create the selected document.  The Show Revisions command on the Cache Assistant shortcut menu displays the name and folder path of any documents that are revisions of the selected document.

Opening documents

The Open command on the Cache Assistant shortcut menu opens the selected document in the application used to create it. The document opens after you close the Cache Assistant dialog box.

Understanding transactions with the cache

Most commands that involve the management of documents result in transactions with the cache. For example, the synchronization between the document stored in the library and the document in your local cache. The following are a few examples of commands where interaction with the cache takes place:

  • Synchronize All

  • Check Out and Check In

  • Download and Upload

  • Delete and Delete All from Cache

  • Revise

In the event an incomplete transaction occurs, for example due to a network interruption, the information being processed at the time of the interruption is not lost. Processing is tracked so that the Cache Assistant can restart and complete the transaction before starting a new transaction. You are notified that a potential loss of data could result from deleting files from the cache, or by downloading another revision before the reprocessing is complete.

In the event of an interruption where the server is reachable, QY CAD:

  • Confirms network and server connectivity.

  • Completes any transaction that is in-process.

  • Gives you the option to restart.

If your network or server is unreachable:

  • You can view the activity in the status area.

  • Any document that was in process at the time of the interruption is available as a read-only document.

  • You can work in unmanaged documents until access to the network or server is restored.

  • Once connectivity is restored, you are given the choice to resume the transaction before proceeding with any subsequent commands you selected.

All of these features are in place to ensure the integrity of your data.

Using multifield keys in the Teamcenter managed environment Using the Cache Assistant toolbar

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