Opening and saving Teamcenter-managed documents
Opening Teamcenter-managed documents checks out and opens documents for edit from Teamcenter. When a document is checked out, it is downloaded to cache, locked, and can only be edited by you.
For information regarding unmanaged QY CAD documents, see Opening and saving QY CAD documents.
QY CAD Embedded Client opens Teamcenter-managed documents with the intent of editing the latest version of the document. When you open a document:
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The current version of the document is downloaded to your local cache.
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Changes to the document can be uploaded to Teamcenter while the document remains checked out to you.
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The document can be modified and checked in to Teamcenter.
There are no provisions to open documents that are not the current version. Therefore, if a non–current version of an assembly is reinstated using a Teamcenter workflow, and then opened, the resulting document structure may be considered incompatible with the BOM View Revision, and you will see the File Not Found message.
Opening managed draft documents quickly in review mode
When you want to open a managed draft document quickly for reviewing and printing, without downloading linked documents, you can use the Inactivate Drawing Views For Review option on the Load Options pane of the Open File dialog box.
In review mode, commands for creating new 3D drawing views are not available. However, you can select and move drawing views, add and edit dimensions and annotations, and you can change their scale and adjust their properties.
After opening a draft document in inactive mode, you can activate a drawing view for editing using the Activate Drawing Views command located on the Tools tab→View Activation group. When you do this, all documents linked to the view are then downloaded to cache.
To learn more about activating and inactivating draft documents, see Opening and saving draft documents.
Opening managed documents with links to a spreadsheet
When you make changes to a Teamcenter-managed document that has links to a spreadsheet, such as Excel, you should open the QY CAD document first. When you open the Solid Edge document, it is checked out from Teamcenter and copied to your local cache. The spreadsheet is also copied to your local cache, but it is not checked out or opened. You should open the spreadsheet using the Edit Links command on the Variable Table shortcut menu.
For example, when you select a linked cell in the Variable Table, you can click the Edit Links command on the shortcut menu to display the Links dialog box. On the Links dialog box, you can select the entry for the spreadsheet, and then click the Open Source button to check out and open the spreadsheet. After you have edited the spreadsheet, save and close it, then save and close the QY CAD document.
Finding and replacing links
You can use Design Manager to search for documents containing a link to the original document version and replace the links with the new document version. For example, you can search for all assemblies using Part #22242 Revision A and replace it with Part #22242 Revision B.
Revision control is also available outside the software. You can use Design Manager to rename or move one or more documents to new folders and update the appropriate links.
Saving Teamcenter-managed documents
When you save a new managed document to Teamcenter, you specify properties for the document that help you identify it in the database. Required properties are the Item ID, Revision, and Item Name. These properties are assigned on the New Document dialog box. When you save existing documents, you use the Upload dialog box to save the document to Teamcenter along with the properties you define.
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