Publish to 3D PDF in Teamcenter-managed QY CAD


Just as in the unmanaged QY CAD environment, you can publish a QY CAD part or assembly to 3D PDF in the Teamcenter-managed environment using the Publish 3D PDF command. A published 3D PDF contains embedded, interactive, 3D representations of your CAD data within predefined 3D PDF templates. It also includes the 3D PMI model views, annotations, and dimensions from QY CAD. This format is portable and helps reviewers and vendors access the interactive 3D data, and to view, mark up, and interrogate the document without the need for CAD software. You also can publish an HTML format along with the 3D PDF. The 3D PDF output can be uploaded to Teamcenter as a single document, but the HTML output cannot due to its folder structure.

    Note:

    • The Publish 3D PDF command on the PMI tab→3D PDF Publishing group is only available with a QY CAD Model Based Definition license.

    • When publishing a 3D PDF in a Teamcenter-managed environment, only one 3D PDF per Item Revision is allowed. Subsequent publishing overwrites output created previously.

  1. Open a part, sheet metal, assembly, or weldments model in the Teamcenter-managed Solid Edge environment.

  2. Verify that your model contains PMI dimensions, tolerances, and other annotations that are required to define the product for design review or manufacturing review. Also verify that it contains one or more PMI model views that enable a reviewer to see the important areas of your 3D design.

    Note:

    To learn how to add PMI, see the following help topics:

    1. Add PMI dimensions and annotations.

      When publishing to 3D PDF, it is important to use the Lock Plane command to set a PMI dimension and annotation plane. Add PMI on the locked plane, and then create the PMI model views you want to publish.

      If you select multiple reference elements for a PMI annotation, use the Referenced Geometry option to make them easier to see. You also can control PMI text size and color.

    2. Create PMI section views to expose interior portions of the model. You can use the Section by Plane command to Create a section view using one or more primary planes. Use the Section command to create, review, and edit 3D section views of models.

    3. Use the View command to save the model and associated PMI in different view orientations. Consider the following guidelines when Creating 3D model views with PMI:

      • Assign descriptive names to the model views. These appear in the published output.

      • Include section views in your model views. See Use a 3D section view in a PMI model view.

      • All of the PMI dimensions and annotations that were added to the model also appear in the model views. You can hide and show PMI dimensions and annotations in different model views. For example, you may want to show a dimensioned view named Isometric with Dimensions and an annotated view named Left Side with Annotations.

  3. Choose the PMI tab→3D PDF Publishing group→Publish 3D PDF command .

  4. In the 3D PDF Publish dialog box, specify the publishing criteria. At a minimum, you must choose a template and a Dataset name.

    1. To make templates available in the Teamcenter-managed environment, you must first import the templates by following the instructions in Importing QY CAD templates into Teamcenter.

    2. In the Template box, browse for and select 3D PDF Publish, and then select a template from the list of available templates. For example, Part_Portrait.dft.

    3. In the Dataset name box, determine the Dataset name that will be stored in Teamcenter.

    4. In the File name box, note the file name assigned based on the definition for the Teamcenter preference, SEEC_Save_Translation.

    5. Optionally, you can assign a password to the 3D PDF file—Click Password, and in the Protect with Password dialog box, create and confirm a password that is required for other users to open the 3D PDF. There are no password formatting rules, other than it must be 4-32 characters in length.

    6. To open the 3D PDF automatically, select After publishing open in 3D PDF viewer.

    7. From the PMI Model Views list, select the names of the views you want to publish.

      When the document is published, the view carousel shows a thumbnail preview of each PMI model view, with its model display configuration, associated dimensions and annotations, and the user-defined model view name below it.

    8. From the Apply this PMI Model View to 3D views in PDF list, select the PMI model view that you want to appear as the default view in the 3D View window in the published PDF.

    9. Include external files with the published PDF using the options in the Attachments section and the Add Attachments dialog box.

      • To produce a machine-readable STP model with PMI for CAM/CMM applications—Select Generate and attach STEP AP242.

        The STEP AP242 file is created using the default configuration settings in the installation folder. For more information, see 3D PDF Publish dialog box.

      • To review a published PDF in a JT viewer, such as JT2Go—Select Generate and attach JT file.

        The JT file is created using the default configuration settings in the installation folder. For more information, see 3D PDF Publish dialog box.

      • To include project data sheets, assembly instructions, images, and reports (such as images, Word documents, Excel documents, other PDFs, and text files):

        1. Click the Add button.

        2. In the Add Attachments dialog box, click Browse to locate and select other types of files on your file system.

        3. When all of the files that you want to attach are listed in the Add Attachments dialog box, click OK.

    10. Select other options as needed for your published documentation.

      • Add custom properties to PDF document—Reference the model-related properties defined on the Custom tab in the File Properties dialog box. These can include many different properties, such as Teamcenter Item Type, part type, vendor information, and BOM information.

      • Add Next and Previous action buttons in PDF—Adds page navigation controls to a 3D PDF with multiple pages. These controls are in addition to the default next and previous page controls in Adobe Acrobat Reader DC.

    11. Determine if you want the 3D PDF saved to Teamcenter or local disk drive by selecting the icon in the lower left corner of the dialog box.

      In the Teamcenter-managed environment, you have the option to save the generated 3D PDF document to Teamcenter or your local disk drive.

      • When the title bar of the dialog box indicates, 3D PDF Publish: Save to Teamcenter, your 3D PDF document is published to Teamcenter using the Template, Dataset name and File name information you provide.

      • When the title bar of the dialog box indicates, 3D PDF Publish, your 3D PDF document is published to the local folder specified in the Publish to this folder box using the unmanaged template specified in the Template box.

    12. Click Publish.

Tip:

When publishing a 3D PDF in a Teamcenter managed environment, you can use the Extract Translated Files command to locate related model based designs for an assembly. For more information, see:

Publish to 3D PDF 3D PDF Publish dialog box

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