Working with Insight XT

Insight XT brings together the 3D CAD design capabilities of Solid Edge with Microsoft SharePoint for managing product data.

Managing documents in Insight XT

Using the Insight XT client, you can manage your Solid Edge CAD files and related documents in SharePoint. Insight XT uses an item data model concept and keeps track of multiple versions and revisions of your documents.

Activating Insight XT in Solid Edge

To activate Insight XT, click the Application button, and choose Manage→Insight XT.

Note:

The command is disabled if there are files open in Solid Edge.

Activating Insight XT enables the Solid Edge features that work with SharePoint. For example, with Insight XT enabled, the Open dialog box displays the contents of your SharePoint site and enables options such as Revision Rule for working with your data.

Typical workflow for managing Solid Edge documents in Insight XT

The Upload option loads the file into the managed library, but leaves it checked out to you. The Check In option loads the document into the managed library and makes it available for other users to check out.

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