Contents


Managing documents and data
1. Document management overview
2. Choosing your PDM integration
2. PDM Client Application Launcher
2. Activate a PDM integration
2. PDM Client - Application Launcher dialog box
3. QY CAD data management
3. QY CAD data management
3. Working with files in Xcelerator Share
3. Using full text search for drawings
3. Search based on properties
3. Create and replace document revisions
3. Find and replace latest revisions
3. Create documents with unique properties
3. Using the Data Management tab
3. Search for documents used in other documents
3. Assign document and revision number automatically
3. Check out documents
3. Check in documents
3. Open drawings
3. Working with registered custom properties
3. Releasing documents (QY CAD data management)
3. Release documents
3. Workflow types
3. Review documents
3. Delegate workflow tasks
3. Obsolete older revisions
3. Set draft status automatically
3. Managing documents in Design Manager
3. Welcome to Design Manager
3. Typical Design Manager workflow
3. Start Design Manager
3. Getting help
3. Setting general preferences
3. Options dialog box
3. General tab, QY CAD Options dialog box
3. View tab, Options dialog box
3. File Locations tab, Options dialog box
3. Manage page, Options dialog box
3. Accessing file property information
3. Access file property information
3. General group, File Properties dialog box
3. Summary group, File Properties dialog box
3. Statistics tab, Document Properties dialog box
3. Project Tab, Document Properties dialog box
3. Status Tab, Document Properties dialog box
3. Custom group, File Properties dialog box
3. Interface basics
3. Tour the interface
3. Document tree
3. Quick Access toolbar
3. Basic operations
3. Using a wizard for basic operations
3. Open documents
3. Select files
3. Select files by type
3. Manage document properties
3. Edit properties
3. Modify the display of columns
3. Design Manager document properties
3. Set the path for a document
3. Create a new folder
3. Search for documents used in other documents
3. Show the parents of a linked part
3. Resolve inter-part links
3. Move documents
3. Rename documents
3. Replace documents
3. Find and replace text
3. Save a new version of a file
3. Updating assemblies that share parts
3. Cancel your changes
3. Swap between actions
3. Reload the latest data
3. Perform actions
3. Lock and unlock columns
3. Specify files types as input to operations
3. Assign document controller privileges
3. Viewing documents
3. Viewing documents
3. View a preview of your document
3. View a document in the application used to create it
3. Revising documents
3. Revising assemblies
3. Revising documents
3. Revise a managed document
3. Sharing documents
3. Sharing documents
3. Share documents from a folder location or .zip file
3. Changing document status
3. Document status types
3. Change the status of a document
3. Setting obsolete status on released documents
3. Set obsolete status on a released document
3. Set draft status automatically
3. Finding file duplicates
3. Finding file duplicates
3. Find and replace duplicates in an assembly
3. Replace duplicates in multiple assemblies
3. Releasing documents
3. Releasing documents (Design Manager)
3. Release documents using the Release command
3. Release documents
3. Resolving data issues
3. Resolving data issues
3. Search for duplicate names
3. Search for broken links
3. Redefining links
3. Redefine links
3. Create reports
4. Using Teamcenter in QY CAD
4. Using Teamcenter in QY CAD
4. User Session Information
4. Defining the Teamcenter environments list
4. Defining the Teamcenter environment list
4. QY CAD Embedded Client two-tier configuration
4. Modify single sign-on Teamcenter environments
4. Define Teamcenter environments
4. Define Teamcenter Environments dialog box
4. Define Teamcenter Two Tier Server dialog box
4. Configure QY CAD Embedded Client for two-tier deployment
4. Opening and saving Teamcenter-managed documents
4. Opening and saving Teamcenter-managed documents
4. Open a Teamcenter-managed document
4. Open a QY CAD document from Teamcenter rich client
4. Open a QY CAD document from Active Workspace
4. Open a non-QY CAD document in a Teamcenter-managed environment
4. Using Download Options - Overrides
4. Using multiple revisions of documents
4. Save a new Teamcenter-managed document
4. Hide CPD option
4. Revert command (SEEC)
4. Revert documents to the version in Teamcenter
4. Save As - New Item command
4. Save an existing design to a different Item type (SEEC)
4. Exclude Draft documents when using a Save As command (SEEC)
4. Exclude Draft option
4. Clone Draft command
4. Open cloned Draft option
4. Automatically open a cloned draft document
4. Save a new document to an existing Teamcenter item
4. Save to Existing command
4. Resolving problems identified in the Issues column (New Document dialog box)
4. New Document dialog box (SEEC)
4. Assign a Teamcenter project to an item
4. Assign Project ID command
4. Select Projects dialog box
4. Using multifield keys in the Teamcenter managed environment
4. Using Teamcenter variants
4. Meta model
4. Manipulate columns
4. Manipulate columns
4. Specify the appearance of columns (SEEC)
4. Copy column settings to other users
4. Sort multiple columns
4. Columns command (SEEC)
4. Freeze command
4. Best Fit command
4. Best Fit by Row command
4. Hide (columns) command
4. Format Columns dialog box (SEEC)
4. Managing your local cache
4. Managing your local cache
4. Using the cache assistant
4. Cache Assistant command
4. Cache Assistant dialog box (SEEC)
4. Switch to Offline Mode
4. Filter the display of cache contents
4. Change the default Teamcenter project
4. Change User Group or Role
4. Create a new cache location
4. Modify cache workspace description
4. User Settings dialog box
4. Person page (User Settings dialog box)
4. Session page (User Settings dialog box)
4. Checking documents in and out
4. Check in a document
4. Check In command
4. Check out a document
4. Check Out command
4. Checking documents in and out
4. Check documents in and out
4. Check Out All command
4. Check in all documents from the local cache
4. Check In All command
4. Cancel the check out of a document
4. Cancel Check Out command
4. Cancel Check Out All command
4. Downloading documents
4. Download command
4. Download a document to the local cache
4. Download dialog box (Cache Assistant)
4. Deleting documents
4. Delete documents from the local cache
4. Delete From Cache command
4. Delete all documents from the local cache
4. Delete All From Local Cache command
4. Uploading documents
4. Upload a document
4. Upload command
4. Upload dialog box (SEEC)
4. Upload All command
4. Previewing and opening documents
4. Preview command (Cache Assistant)
4. Preview dialog box
4. Set document preview options
4. Open a document from the Cache Assistant dialog box
4. Open command (Cache Assistant dialog box)
4. Open Version from Cache command
4. Synchronizing with the library
4. Synchronize command
4. Synchronize All command
4. Synchronize all out-of-date documents in the local cache
4. Synchronize an out-of-date document
4. Update Status Info command
4. Working with design partners
4. Create Package command
4. Create a package of the cache workspace
4. Create Package dialog box (SEEC)
4. Reimport package file contents to Teamcenter
4. Packaging Activity Log command
4. Exploring concepts
4. Using Concept Workspace to explore design ideas
4. Concept Workspace workflow
4. Concept Workspace command
4. Create a Concept Workspace
4. Concept Assistant command
4. Concept Assistant dialog box
4. Comparing models in Concept Workspace
4. Revert files to Teamcenter in Concept Workspace
4. Push files to a different Concept Workspace
4. Pull files into a Concept Workspace
4. Publish concepts to Teamcenter
4. Concept Assistant Publish dialog box
4. Using the Concept Assistant Publish toolbar
4. Resolving problems identified in the Issues column (Concept Assistant)
4. Import QY CAD Templates into SEEC
4. Importing QY CAD templates into Teamcenter
4. Import unmanaged QY CAD templates into Teamcenter
4. Import QY CAD Templates dialog box (SEEC)
4. Preparing unmanaged documents for the managed environment
4. Preparing unmanaged documents for Teamcenter
4. Creating custom document properties
4. Define custom properties before analysis
4. Using the QY CAD Data Preparation Utility
4. QY CAD Data Preparation Utility
4. Considerations before using the Data Preparation Utility
4. Perform a QY CAD file analysis
4. Analysis report spreadsheet
4. Analysis report
4. Analyze QY CAD files using command line options
4. Fix links in QY CAD files
4. Fix broken links using command line options
4. Modify QY CAD files using the Data Preparation Utility
4. Modify QY CAD files using command line options
4. Generate a list of custom properties
4. Generate a list of reverse links
4. Rename files using the Data Preparation Utility
4. Data Preparation dialog box
4. Adding documents to a Teamcenter managed environment
4. Working with Add to Teamcenter
4. Overwriting documents with Add to Teamcenter
4. Add unmanaged documents to Teamcenter
4. Suspend or pause Add to Teamcenter
4. Assign unmanaged documents to a project during Add to Teamcenter
4. Migrate a standard part to Teamcenter
4. Add to Teamcenter dialog box
4. Document Types dialog box
4. Add to Teamcenter Status dialog box
4. Add to Teamcenter Complete dialog box
4. Validations Complete dialog box
4. Add Document to Teamcenter command
4. Enable or disable the Add Document to Teamcenter command
4. Getting started with Add to Teamcenter-Interactive
4. Add to Teamcenter-Interactive
4. Getting started with Add to Teamcenter-Interactive
4. Getting started with Add to Teamcenter- Interactive
4. Starting the application
4. The application interface
4. User Session Information
4. Using the Add to Teamcenter Interactive toolbar
4. Progress Log
4. Progress Log
4. Clear the contents of the Progress Log pane
4. Error Assistant
4. Interface Basics
4. Basic window operations
4. Manipulate columns
4. Copy column settings to other users
4. Specify the appearance of columns (SEEC)
4. Best Fit command
4. Best Fit by Row command
4. Columns command (SEEC)
4. Hide (columns) command
4. Format Columns dialog box (SEEC)
4. User assistance
4. Display Help topics
4. Display Information about Add to Teamcenter Interactive
4. About Add to Teamcenter Interactive command
4. Exit command
4. Technical support
4. Working in sessions
4. Working in sessions
4. Session overview
4. Start a new session in Add to Teamcenter Interactive
4. New Session command
4. Add Document command
4. Add documents to the unmanaged list
4. Open dialog box
4. Save Session command
4. Save the active session
4. Session Settings command
4. Session Settings dialog box
4. Restart a session (workflow)
4. Working with Add to Teamcenter Interactive
4. Working with Add to Teamcenter Interactive
4. Understanding Teamcenter terms
4. Document properties
4. Add documents to Teamcenter (workflow)
4. Reimporting documents using Add to Teamcenter Interactive
4. Reimport documents to Teamcenter (workflow)
4. Naming rules and revision naming rules
4. Use naming rules
4. Find All Linked Documents command
4. Find All Related Drafts command
4. Run Unmanaged Validations command
4. Save Properties command
4. Cut command
4. Copy command
4. Paste command
4. Cut, copy, or paste a row or cell
4. Retrieve Data From Teamcenter command
4. Assign All command
4. Update Status Information command
4. Run Teamcenter Validations command
4. Set Action command
4. Save As command
4. Perform Actions command
4. Add to Teamcenter Status dialog box
4. Suspend or pause Add to Teamcenter
4. Sort multiple columns
4. Using multifield keys in the Teamcenter managed environment
4. Resolving Issues in Add to Teamcenter Interactive
4. Resolving problems identified in the Issues column
4. Determine the issue for correction
4. Report Duplicates command
4. Report Revision Mismatches command
4. Set Document Status to Available command
4. Table operations
4. Table operations
4. Find command
4. Find dialog box
4. Replace command
4. Replace dialog box
4. Select All command
4. Select Files command
4. Select Files dialog box
4. Select By Type command
4. Select By Type dialog box
4. Select By Query command
4. Find a document using Select by Query
4. Query dialog box
4. Clear All command
4. Paste Property Value(s) to Selected command
4. Set Check In command
4. Perform the specified actions
4. Select Folder command
4. Remove command
4. Expand All command
4. Collapse assembly structure
4. Preview Unmanaged Data command
4. Preview Managed Data command
4. Print command
4. Print dialog box (General)
4. Printing Preferences dialog box
4. Find Printers dialog box
4. Print to a file
4. Print to File dialog box
4. Managing your cache
4. Managing your local cache
4. Using the Cache Assistant toolbar
4. How to manage your local cache
4. Cancel the check out of a document
4. Change the default Teamcenter project
4. Change User Group or Role
4. Check in a document
4. Check in all documents from the local cache
4. Check out a document
4. Delete all documents from the local cache
4. Delete documents from the local cache
4. Download a document to the local cache
4. Filter the display of cache contents
4. Open a document from the Cache Assistant dialog box
4. Show the Revised From Document
4. Show the Revisions for a Document
4. Synchronize all out-of-date documents in the local cache
4. Synchronize an out-of-date document
4. Upload a document
4. Cache Assistant commands
4. Cache Assistant command
4. Check Out command
4. Check Out All command
4. Check In command
4. Check In All command
4. Delete All From Local Cache command
4. Delete From Cache command
4. Download command
4. Open command (Cache Assistant dialog box)
4. Synchronize command
4. Synchronize All command
4. Cancel Check Out command
4. Cancel Check Out All command
4. Upload command
4. Upload All command
4. Preview command (Cache Assistant)
4. Cache Assistant dialog boxes
4. Cache Assistant dialog box
4. Download dialog box
4. Person page (User Settings dialog box)
4. Session page (User Settings dialog box)
4. Upload dialog box (SEEC)
4. User Settings dialog box
4. Preview dialog box
4. Administering Add to Teamcenter Interactive
4. Administering Add to Teamcenter Interactive
4. Licensing Add to Teamcenter Interactive
4. Managing user privileges and document locations
4. Open the QY CAD Options dialog box
4. Manage page (QY CAD Options dialog box)
4. Use QY CAD Administrator to set user privileges
4. Upgrade your options.xml file
4. Enable or disable the Add Document to Teamcenter command
4. Add Document to Teamcenter command
4. Using the Document Name Formula
4. Change the Document Name Formula
4. Document Name Formula dialog box
4. Working with Item Types
4. Defining the Teamcenter Item type list
4. Limit the list of available Item types
4. Define default Item types
4. Set the display order in Item type lists
4. Enter descriptive information into Item type lists
4. Starting a workflow
4. Starting a Teamcenter workflow
4. Select documents for a workflow process
4. New Workflow Process command
4. New Workflow Process dialog box
4. Teamcenter release status
4. Lists of Values (LOV)
4. Lists of Values (LOV)
4. Create a List of Values (LOV)
4. Define the List of Values (LOV) value-description separator
4. Select Cascading LOV dialog box
4. Multi-CAD in the Teamcenter managed environment
4. Multi-CAD in the Teamcenter managed environment
4. Multi-CAD document workflow (SEEC)
4. Take ownership of a foreign CAD document
4. Take Ownership command
4. Take Ownership dialog box
4. Take Ownership Validation dialog box
4. Managing translated files
4. Managing translated files with Teamenter
4. Save Translation to Teamcenter option
4. Teamcenter - Save As Translated dialog box
4. Extract Translated Files command
4. Extract translated files from Teamcenter
4. Extract Translated Files dialog box (SEEC)
4. Active Workspace in QY CAD
4. Use Active Workspace in QY CAD
4. Hosted Active Workspace
4. Configuring hosted Active Workspace
4. Working with hosted Active Workspace
4. Teamcenter Information command
4. Select in Active Workspace command
4. Select in QY CAD command
4. Standalone Active Workspace
4. Configuring standalone Active Workspace
4. Working with standalone Active Workspace
4. Open a QY CAD document from Active Workspace
4. Open in QY CAD command
4. Revising managed documents in QY CAD
4. Revising managed documents in QY CAD
4. Revise a Teamcenter-managed document
4. Revise command (SEEC)
4. Show the Revisions for a Document
4. Revisions command
4. Show Revisions command
4. Replace with Revision command
4. Revisions dialog box (SEEC)
4. Draft Revisions dialog box
4. Naming Rules and Revision Naming Rules
4. Naming rules and revision naming rules
4. Use naming rules
4. Working Offline in the managed environment
4. Working Offline in the managed environment
4. Go offline after exiting QY CAD (SEEC)
4. Switch to Offline Mode
4. Create new documents while working offline
4. Running diagnostics
4. SEEC diagnostics
4. Run a SEEC diagnostics scan
4. SEEC Diagnostics dialog box
4. Generate logs for incident reporting
4. Export Teamcenter attribute mapping
5. Modifying product structure with Structure Editor
5. Structure Editor overview
5. Getting started with Structure Editor
5. Starting Structure Editor
5. The application interface
5. Using the Structure Editor toolbar
5. Basic window operations
5. Basic window operations
5. Manipulate columns
5. Specify the appearance of columns (SEEC)
5. Best Fit command
5. Best Fit by Row command
5. Columns command (SEEC)
5. Copy column settings to other users
5. Hide (columns) command
5. Format Columns dialog box (SEEC)
5. Exit command
5. Exit Structure Editor
5. User Assistance
5. User assistance
5. Making the most of the Structure Editor help system
5. Display information about Structure Editor
5. About Structure Editor command
5. Technical support
5. Working with Structure Editor
5. Working with Structure Editor
5. Structure Editor File Operations
5. File operations
5. Opening documents in Structure Editor
5. Opening documents
5. Open a document
5. Using multiple revisions of documents
5. Open a document in another application
5. Open command
5. Open With command
5. Open a File dialog box (Structure Editor)
5. User Session Information
5. Searching for documents in Structure Editor
5. Searching for managed documents
5. Search criteria list
5. Search for a QY CAD file
5. Define a custom search
5. Save a custom search
5. Search command
5. Advanced Search dialog box (SEEC)
5. Saving documents
5. Display document properties
5. Properties command
5. Expand All command
5. Collapse assembly structure
5. Select Projects dialog box
5. Sort multiple columns
5. Preview a document
5. Set document preview options
5. Preview command
5. Printing documents
5. Printing documents
5. Print a document
5. Print command
5. Printing Preferences dialog box
5. Print dialog box (General)
5. Print to a file
5. Print to File dialog box
5. Find Printers dialog box
5. Find a part using Query
5. Query dialog box
5. Close a document
5. Close command
5. Edit BOM structure
5. Edit BOM Structure
5. Add a row
5. Add command
5. Clear all actions
5. Clear All command
5. Create a new empty item in Structure Editor
5. Create a new row in an existing assembly
5. Filter the display of parts list contents
5. New command
5. New Document dialog box (SEEC)
5. Remove a row in Structure Editor
5. Remove command
5. Cutting, copying, and pasting rows in Structure Editor
5. Copy a row
5. Cut a row
5. Cut command
5. Copy command
5. Paste a row
5. Paste command
5. Copy an entire QY CAD structure
5. Copy a partial QY CAD structure
5. Lists of Values (LOV)
5. Select Cascading LOV dialog box
5. Define the List of Values (LOV) value-description separator
5. Meta model
5. Naming rules and revision naming rules
5. Use naming rules
5. Show View command
5. Change views in Structure Editor
5. Assign command
5. Assign All command
5. Assign a Teamcenter project to an item in Structure Editor
5. Find documents linked to the selected document
5. Replace a document in Structure Editor
5. Replace Selected command
5. Revising documents
5. Revise all files in the QY CAD structure
5. Revise selected files in the QY CAD structure
5. Revise command
5. Revise All command
5. Revise Selected command
5. Save Actions command
5. Save As command
5. Save As All command
5. Save all occurrences of an item
5. Save As All Occurrences command
5. Save As Selected command
5. Select All command
5. Select By Type dialog box
5. Where Used command
5. Where Used Results dialog box
5. Save Actions
5. Run Teamcenter Validations command
5. Perform the specified actions
5. Perform Actions command
5. Family of Assemblies in Structure Editor
5. Using multifield keys in the Teamcenter managed environment
5. Managing your cache in Structure Editor
5. Managing your local cache
5. Using the Cache Assistant toolbar
5. How to manage your cache
5. Check in a document
5. Check in all documents from the local cache
5. Check out a document
5. Cancel the check out of a document
5. Change User Group or Role
5. Change the default Teamcenter project
5. Delete all documents from the local cache
5. Download a document to the local cache
5. Open a document from the Cache Assistant dialog box
5. Show the Revised From Document
5. Show the Revisions for a Document
5. Synchronize all out-of-date documents in the local cache
5. Synchronize an out-of-date document
5. Cache Assistant commands
5. Cache Assistant command
5. Check Out command
5. Check In command
5. Delete All From Local Cache command
5. Download command
5. Open command (Cache Assistant dialog box)
5. Select by Type command
5. Show Revisions command
5. Synchronize command
5. Synchronize All command
5. Cancel Check Out command
5. Update Status Info command
5. Preview command (Cache Assistant)
5. Cache Assistant dialog box
5. Cache Assistant dialog box
5. User Settings dialog box
5. Person page (User Settings dialog box)
5. Session page (User Settings dialog box)
5. Preview dialog box
5. Administering Structure Editor
5. Administering Structure Editor
5. Open the QY CAD Options dialog box
5. Manage page (QY CAD Options dialog box)
5. Defining the database list
5. Defining the Teamcenter environment list
5. Define Teamcenter environments
5. Define Teamcenter Environments dialog box
5. QY CAD Embedded Client two-tier configuration
5. Configure QY CAD Embedded Client for two-tier deployment
5. Determine your Teamcenter connection type
5. Modify single sign-on Teamcenter environments
5. SEEC diagnostics
5. Run a SEEC diagnostics scan
5. SEEC Diagnostics dialog box
5. Export Teamcenter attribute mapping
6. Try It: Document management
6. Using the Teamcenter Integration for QY CAD
6. Activity: Create, save, and close a part document
6. Activity: Search for and open documents
6. Activity: Prepare unmanaged documents for Teamcenter
6. Activity: Create an assembly
6. Activity: Create a drawing
6. Activity: Add content to an existing managed document
6. Activity: Use the Hide All option
6. Activity: Work with a read-only document
6. Activity: Manage the local cache
6. Activity: Use the Structure Editor
6. Activity: Run SEEC diagnostics
7. Videos: Document management
7. Add to Teamcenter-Interactive video
7. Structure Editor video
7. Design Manager video
7. QY CAD data management video
7. Data preparation video

Managing documents and data

© 2021 UDS