Contents

Managing documents and data

Document management products

Choosing your PDM integration

PDM Client Application Launcher

Activate a PDM integration

PDM Client - Application Launcher dialog box

QY CAD data management

QY CAD data management

Working with files in Teamcenter Share

Using full text search for drawings

Search based on properties

Create and replace document revisions

Find and replace latest revisions

Create documents with unique properties

Using the Data Management tab

Search for documents used in other documents

Check out documents

Check in documents

Open drawings

Working with registered custom properties

Releasing documents (QY CAD data management)

Release documents

Workflow types

Review documents

Delegate workflow tasks

Obsolete older revisions

Set draft status automatically

Managing documents in Design Manager

Welcome to Design Manager

Typical Design Manager workflow

Start Design Manager

Getting help

Setting general preferences

Options dialog box

General tab, QY CAD Options dialog box

View tab, Options dialog box

File Locations tab, Options dialog box

Manage page, Options dialog box

Accessing file property information

Access file property information

General Tab, (File Properties dialog box)

Summary Tab, Document Properties dialog box

Statistics tab, Document Properties dialog box

Project Tab, Document Properties dialog box

Status Tab, Document Properties dialog box

Custom Tab, Document Properties dialog box

Interface basics

Tour the interface

Document tree

Quick Access toolbar

Basic operations

Using a wizard for basic operations

Open documents

Select files

Select files by type

Manage document properties

Edit properties

Modify the display of columns

Design Manager document properties

Set the path for a document

Create a new folder

Search for documents used in other documents

Show the parents of a linked part

Resolve inter-part links

Move documents

Rename documents

Replace documents

Find and replace text

Save a new version of a file

Updating assemblies that share parts

Cancel your changes

Swap between actions

Reload the latest data

Perform actions

Lock and unlock columns

Specify files types as input to operations

Assign document controller privileges

Viewing documents

Viewing documents

View a preview of your document

View a document in the application used to create it

Revising documents

Revising assemblies

Revising documents

Revise a managed document

Sharing documents

Sharing documents

Share documents from a folder location or .zip file

Changing document status

Document status types

Change the status of a document

Setting obsolete status on released documents

Set obsolete status on a released document

Set draft status automatically

Finding file duplicates

Finding file duplicates

Find and replace duplicates in an assembly

Replace duplicates in multiple assemblies

Releasing documents

Releasing documents (Design Manager)

Release documents using the Release command

Release documents

Resolving data issues

Resolving data issues

Search for duplicate names

Search for broken links

Redefining links

Redefine links

Create reports

Using Teamcenter in QY CAD

Using Teamcenter in QY CAD

User Session Information

Defining the Teamcenter environments list

Defining the Teamcenter environment list

QY CAD Embedded Client two-tier configuration

Modify single sign-on Teamcenter environments

Define Teamcenter environments

Define Teamcenter Environments dialog box

Define Teamcenter Two Tier Server dialog box

Configure QY CAD Embedded Client for two-tier deployment

Opening and saving Teamcenter-managed documents

Opening and saving Teamcenter-managed documents

Open a Teamcenter-managed document

Open a QY CAD document from Teamcenter rich client

Open a QY CAD document from Active Workspace

Open a non-QY CAD document in a Teamcenter-managed environment

Using Download Options - Overrides

Using multiple revisions of documents

Save a new Teamcenter-managed document

Hide CPD option

Save As - New Item command

Save an existing design to a different Item type (SEEC)

Exclude Draft documents when using a Save As command (SEEC)

Exclude Draft option

Clone Draft command

Open cloned Draft option

Automatically open a cloned draft document

Save a new document to an existing Teamcenter item

Save to Existing command

Resolving problems identified in the Issues column (New Document dialog box)

New Document dialog box (SEEC)

Assign a Teamcenter project to an item

Select Projects dialog box

Using multifield keys in the Teamcenter managed environment

Using Teamcenter variants

Meta model

Manipulate columns

Manipulate columns

Specify the appearance of columns (SEEC)

Copy column settings to other users

Sort multiple columns

Columns command (SEEC)

Freeze command

Best Fit command

Best Fit by Row command

Hide (columns) command

Format Columns dialog box (SEEC)

Managing your local cache

Managing your local cache

Using the cache assistant

Cache Assistant command

Cache Assistant dialog box (SEEC)

Switch to Offline Mode

Filter the display of cache contents

Change the default Teamcenter project

Change User Group or Role

Create a new cache location

Modify cache workspace description

User Settings dialog box

Person page (User Settings dialog box)

Session page (User Settings dialog box)

Checking documents in and out

Check in a document

Check In command

Check out a document

Check Out command

Checking documents in and out

Check documents in and out

Check Out All command

Check in all documents from the local cache

Check In All command

Cancel the check out of a document

Cancel Check Out command

Cancel Check Out All command

Downloading documents

Download command

Download a document to the local cache

Download dialog box (Cache Assistant)

Deleting documents

Delete documents from the local cache

Delete From Cache command

Delete all documents from the local cache

Delete All From Local Cache command

Uploading documents

Upload a document

Upload command

Upload dialog box (SEEC)

Upload All command

Previewing and opening documents

Preview command (Cache Assistant)

Preview dialog box

Set document preview options

Open a document from the Cache Assistant dialog box

Open command (Cache Assistant dialog box)

Open Version from Cache command

Synchronizing with the library

Synchronize command

Synchronize All command

Synchronize all out-of-date documents in the local cache

Synchronize an out-of-date document

Update Status Info command

Working with design partners

Create Package command

Create a package of the cache workspace

Create Package dialog box (SEEC)

Reimport package file contents to Teamcenter

Packaging Activity Log command

Exploring concepts

Using Concept Workspace to explore design ideas

Concept Workspace workflow

Concept Workspace command

Create a Concept Workspace

Concept Assistant command

Concept Assistant dialog box

Comparing models in Concept Workspace

Revert files to Teamcenter in Concept Workspace

Push files to a different Concept Workspace

Pull files into a Concept Workspace

Publish concepts to Teamcenter

Concept Assistant Publish dialog box

Using the Concept Assistant Publish toolbar

Resolving problems identified in the Issues column (Concept Assistant)

Import QY CAD Templates into SEEC

Importing QY CAD templates into Teamcenter

Import unmanaged QY CAD templates into Teamcenter

Import QY CAD Templates dialog box (SEEC)

Preparing unmanaged documents for the managed environment

Preparing unmanaged documents for Teamcenter

Creating custom document properties

Define custom properties before analysis

Using the QY CAD Data Preparation Utility

QY CAD Data Preparation Utility

Considerations before using the Data Preparation Utility

Perform a QY CAD file analysis

Analysis report spreadsheet

Analysis report

Analyze QY CAD files using command line options

Fix links in QY CAD files

Fix broken links using command line options

Modify QY CAD files using the Data Preparation Utility

Modify QY CAD files using command line options

Generate a list of custom properties

Generate a list of reverse links

Rename files using the Data Preparation Utility

Data Preparation dialog box

Adding documents to a Teamcenter managed environment

Working with Add to Teamcenter

Overwriting documents with Add to Teamcenter

Add unmanaged documents to Teamcenter

Suspend or pause Add to Teamcenter

Assign unmanaged documents to a project during Add to Teamcenter

Migrate a standard part to Teamcenter

Add to Teamcenter dialog box

Document Types dialog box

Add to Teamcenter Status dialog box

Add to Teamcenter Complete dialog box

Validations Complete dialog box

Add Document to Teamcenter command

Enable or disable the Add Document to Teamcenter command

Getting started with Add to Teamcenter-Interactive

Add to Teamcenter Interactive

Getting started with Add to Teamcenter-Interactive

Getting started with Add to Teamcenter- Interactive

Starting the application

The application interface

User Session Information

Using the Add to Teamcenter Interactive toolbar

Progress Log

Progress Log

Clear the contents of the Progress Log pane

Error Assistant

Interface Basics

Basic window operations

Manipulate columns

Copy column settings to other users

Specify the appearance of columns (SEEC)

Best Fit command

Best Fit by Row command

Columns command (SEEC)

Hide (columns) command

Format Columns dialog box (SEEC)

User assistance

Display Help topics

Display Information about Add to Teamcenter Interactive

About Add to Teamcenter Interactive command

Exit command

Technical support

Working in sessions

Working in sessions

Session overview

Start a new session in Add to Teamcenter Interactive

New Session command

Add Document command

Add documents to the unmanaged list

Open dialog box

Save Session command

Save the active session

Session Settings command

Session Settings dialog box

Restart a session (workflow)

Working with Add to Teamcenter Interactive

Working with Add to Teamcenter Interactive

Understanding Teamcenter terms

Document properties

Add documents to Teamcenter (workflow)

Reimporting documents using Add to Teamcenter Interactive

Reimport documents to Teamcenter (workflow)

Naming rules and revision naming rules

Use naming rules

Find All Linked Documents command

Find All Related Drafts command

Run Unmanaged Validations command

Save Properties command

Cut command

Copy command

Paste command

Cut, copy, or paste a row or cell

Retrieve Data From Teamcenter command

Assign All command

Update Status Information command

Run Teamcenter Validations command

Set Action command

Save As command

Perform Actions command

Add to Teamcenter Status dialog box

Suspend or pause Add to Teamcenter

Sort multiple columns

Using multifield keys in the Teamcenter managed environment

Resolving Issues in Add to Teamcenter Interactive

Resolving problems identified in the Issues column

Determine the issue for correction

Report Duplicates command

Report Revision Mismatches command

Set Document Status to Available command

Table operations

Table operations

Find command

Find dialog box

Replace command

Replace dialog box

Select All command

Select Files command

Select Files dialog box

Select By Type command

Select By Type dialog box

Select By Query command

Find a document using Select by Query

Query dialog box

Clear All command

Paste Property Value(s) to Selected command

Set Check In command

Perform the specified actions

Select Folder command

Remove command

Expand All command

Collapse assembly structure

Preview Unmanaged Data command

Preview Managed Data command

Print command

Print dialog box (General)

Printing Preferences dialog box

Find Printers dialog box

Print to a file

Print to File dialog box

Managing your cache

Managing your local cache

Using the Cache Assistant toolbar

How to manage your local cache

Cancel the check out of a document

Change the default Teamcenter project

Change User Group or Role

Check in a document

Check in all documents from the local cache

Check out a document

Delete all documents from the local cache

Delete documents from the local cache

Download a document to the local cache

Filter the display of cache contents

Open a document from the Cache Assistant dialog box

Show the Revised From Document

Show the Revisions for a Document

Synchronize all out-of-date documents in the local cache

Synchronize an out-of-date document

Upload a document

Cache Assistant commands

Cache Assistant command

Check Out command

Check Out All command

Check In command

Check In All command

Delete All From Local Cache command

Delete From Cache command

Download command

Open command (Cache Assistant dialog box)

Synchronize command

Synchronize All command

Cancel Check Out command

Cancel Check Out All command

Upload command

Upload All command

Preview command (Cache Assistant)

Cache Assistant dialog boxes

Cache Assistant dialog box

Download dialog box

Person page (User Settings dialog box)

Session page (User Settings dialog box)

Upload dialog box (SEEC)

User Settings dialog box

Preview dialog box

Administering Add to Teamcenter Interactive

Administering Add to Teamcenter Interactive

Licensing Add to Teamcenter Interactive

Managing user privileges and document locations

Open the QY CAD Options dialog box

Manage page (QY CAD Options dialog box)

Use QY CAD Administrator to set user privileges

Upgrade your options.xml file

Enable or disable the Add Document to Teamcenter command

Add Document to Teamcenter command

Using the Document Name Formula

Change the Document Name Formula

Document Name Formula dialog box

Working with Item Types

Defining the Teamcenter Item type list

Limit the list of available Item types

Define default Item types

Set the display order in Item type lists

Enter descriptive information into Item type lists

Starting a workflow

Starting a Teamcenter workflow

Select documents for a workflow process

New Workflow Process command

New Workflow Process dialog box

Teamcenter release status

Lists of Values (LOV)

Lists of Values (LOV)

Create a List of Values (LOV)

Define the List of Values (LOV) value-description separator

Select Cascading LOV dialog box

Multi-CAD in the Teamcenter managed environment

Multi-CAD in the Teamcenter managed environment

Multi-CAD document workflow (SEEC)

Take ownership of a foreign CAD document

Take Ownership command

Take Ownership dialog box

Take Ownership Validation dialog box

Managing translated files

Managing translated files with Teamenter

Save Translation to Teamcenter option

Teamcenter - Save As Translated dialog box

Extract Translated Files command

Extract translated files from Teamcenter

Extract Translated Files dialog box (SEEC)

Active Workspace in QY CAD

Use Active Workspace in QY CAD

Hosted Active Workspace

Configuring hosted Active Workspace

Working with hosted Active Workspace

Teamcenter Information command

Select in Active Workspace command

Select in QY CAD command

Standalone Active Workspace

Configuring standalone Active Workspace

Working with standalone Active Workspace

Open a QY CAD document from Active Workspace

Open in QY CAD command

Revising managed documents in QY CAD

Revising managed documents in QY CAD

Revise a Teamcenter-managed document

Revise command (SEEC)

Show the Revisions for a Document

Revisions command

Show Revisions command

Replace with Revision command

Revisions dialog box (SEEC)

Draft Revisions dialog box

Naming Rules and Revision Naming Rules

Naming rules and revision naming rules

Use naming rules

Working Offline in the managed environment

Working Offline in the managed environment

Go offline after exiting QY CAD (SEEC)

Switch to Offline Mode

Create new documents while working offline

Running diagnostics

SEEC diagnostics

Run a SEEC diagnostics scan

SEEC Diagnostics dialog box

Generate logs for incident reporting

Export Teamcenter attribute mapping

Modifying product structure with Structure Editor

Structure Editor overview

Getting started with Structure Editor

The application interface

Using the Structure Editor toolbar

Basic window operations

Basic window operations

Manipulate columns

Specify the appearance of columns (SEEC)

Best Fit command

Best Fit by Row command

Columns command (SEEC)

Copy column settings to other users

Hide (columns) command

Format Columns dialog box (SEEC)

Exit command

Exit Structure Editor

User Assistance

User assistance

Making the most of the Structure Editor help system

Display information about Structure Editor

About Structure Editor command

Technical support

Working with Structure Editor

Working with Structure Editor

Structure Editor File Operations

File operations

Opening documents in Structure Editor

Opening documents

Open a document

Using multiple revisions of documents

Open a document in another application

Open command

Open With command

Open a File dialog box (Structure Editor)

User Session Information

Searching for documents in Structure Editor

Searching for managed documents

Search criteria list

Search for a QY CAD file

Define a custom search

Save a custom search

Search command

Advanced Search dialog box (SEEC)

Saving documents

Display document properties

Properties command

Expand All command

Collapse assembly structure

Select Projects dialog box

Sort multiple columns

Preview a document

Set document preview options

Preview command

Printing documents

Printing documents

Print a document

Print command

Printing Preferences dialog box

Print dialog box (General)

Print to a file

Print to File dialog box

Find Printers dialog box

Find a part using Query

Query dialog box

Close a document

Close command

Edit BOM structure

Edit BOM Structure

Add a row

Add command

Clear all actions

Clear All command

Create a new empty item in Structure Editor

Create a new row in an existing assembly

Filter the display of parts list contents

New command

New Document dialog box (SEEC)

Remove a row in Structure Editor

Remove command

Cutting, copying, and pasting rows in Structure Editor

Copy a row

Cut a row

Cut command

Copy command

Paste a row

Paste command

Copy an entire QY CAD structure

Copy a partial QY CAD structure

Lists of Values (LOV)

Select Cascading LOV dialog box

Define the List of Values (LOV) value-description separator

Meta model

Naming rules and revision naming rules

Use naming rules

Show View command

Change views in Structure Editor

Assign command

Assign All command

Assign a Teamcenter project to an item in Structure Editor

Find documents linked to the selected document

Replace a document in Structure Editor

Replace Selected command

Revising documents

Revise all files in the QY CAD structure

Revise selected files in the QY CAD structure

Revise command

Revise All command

Revise Selected command

Save Actions command

Save As command

Save As All command

Save all occurrences of an item

Save As All Occurrences command

Save As Selected command

Select All command

Select By Type dialog box

Where Used command

Where Used Results dialog box

Save Actions

Run Teamcenter Validations command

Perform the specified actions

Perform Actions command

Family of Assemblies in Structure Editor

Using multifield keys in the Teamcenter managed environment

Managing your cache in Structure Editor

Managing your local cache

Using the Cache Assistant toolbar

How to manage your cache

Check in a document

Check in all documents from the local cache

Check out a document

Cancel the check out of a document

Change User Group or Role

Change the default Teamcenter project

Delete all documents from the local cache

Download a document to the local cache

Open a document from the Cache Assistant dialog box

Show the Revised From Document

Show the Revisions for a Document

Synchronize all out-of-date documents in the local cache

Synchronize an out-of-date document

Cache Assistant commands

Cache Assistant command

Check Out command

Check In command

Delete All From Local Cache command

Download command

Open command (Cache Assistant dialog box)

Select by Type command

Show Revisions command

Synchronize command

Synchronize All command

Cancel Check Out command

Update Status Info command

Preview command (Cache Assistant)

Cache Assistant dialog box

Cache Assistant dialog box

User Settings dialog box

Person page (User Settings dialog box)

Session page (User Settings dialog box)

Preview dialog box

Administering Structure Editor

Administering Structure Editor

Open the QY CAD Options dialog box

Manage page (QY CAD Options dialog box)

Defining the database list

Defining the Teamcenter environment list

Define Teamcenter environments

Define Teamcenter Environments dialog box

QY CAD Embedded Client two-tier configuration

Configure QY CAD Embedded Client for two-tier deployment

Determine your Teamcenter connection type

Modify single sign-on Teamcenter environments

SEEC diagnostics

Run a SEEC diagnostics scan

SEEC Diagnostics dialog box

Export Teamcenter attribute mapping

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