Document relationship management is a complex information management problem facing businesses and industries. As more information is being shared and reused between documents, tracking revisions of documents and the links they contain becomes increasingly difficult.
Making a new revision of an existing document while maintaining the original version is a part of every document's life cycle. When you select a document for revision, Revision Manager displays a hierarchy of the related documents that may or may not need to be revised as well. Revision Manager lets you do such tasks as:
Copy and rename documents selected for revision to locations you specify.
Update the revision and document numbers you specify.
Update or maintain references in the document hierarchy.
Show the size of documents.
Copy a row or rows of data to the clipboard for printing.
Save previous query paths.
Preview a document.
When you add a document to a managed library on a server, it becomes a managed document. The Set Action To Revise command, on the Manage menu in Revision Manager, revises managed documents. When you select the command, the existing path and an incremented version of the existing document name are placed in the New Filename column on the Contents window. You must have a managed library folder as part of the new document path. If you set the Get Latest Version When Opening Document option on the Manage page of the Options dialog box, the latest version of the document is downloaded to the local cache before it is revised.
You can revise a single document or multiple documents. When updating multiple documents, all of the selected documents must be managed. Since the original document does not change when you revise it, it is not checked out of the library.
If you use the Set Action to Revise command to revise a document in the context of an assembly, the link in the assembly updates to point to the new revision. However, you need to run the Where Used command to find where the document is used and manually update any other documents you want linked to the new revision.
If you use the Set Action to Revise command to revise a 3D document, a Where Used search is performed for associated draft documents and you can choose to revise them as well. Draft documents with a status of Obsolete are ignored in the Where Used search.
The Cache Assistant dialog box contains two commands that work together with the Set Action to Revise command to provide information for revised documents. The Revised From command, on the shortcut menu in Cache Assistant, 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 shortcut menu in Cache Assistant, displays the name and folder path of any documents that are revisions of the selected document.
The Revision Manager Assistant helps you perform a variety of basic document revision tasks. The assistant presents a list of common operations to you. You can select from the list of operations and create a streamlined set of subsequent steps to be completed. To use the Revision Manager Assistant command, on the Main toolbar, click the Revision Manager Assistant button.
If you work strictly with viewing and marking up Solid Edge data, you may not be concerned with the management of the data. Therefore, your needs may be limited to those commands need to view and mark up the data. You can use Solid Edge Administrator to disable Revision Manager and limit user access to Revision Manager commands and other Insight utilities. To disable the option, start Solid Edge Administrator and set the Allow Override field to Yes. Set the Value field to Yes. Once disabled, an error message is displayed if you select Revision Manager from the Start menu. If you disable Revision Manager and start Insight Connect, the default environment will be View and Markup.