Specifies how managed documents are opened and closed. The controls on this page are disabled when you are working offline.

When Opening Managed Documents

Always synchronize cache to get latest version of the document

Automatically downloads the latest version of the document you are opening from the managed library to your local system. If the document you are opening has links to other documents, the latest version of these indirect documents are also copied to your local cache.

When this option is cleared, and the latest version of the document you are opening is already in your local cache, the document is opened, but the indirect documents are not checked to see if the latest versions are your local cache. Use the Synchronize All command on the Cache Assistant dialog box to copy the latest version of the indirect documents to your local cache.

When this option is cleared, and the latest version of the document you are opening is not in your local cache, the latest version of the document you are opening is copied to your local cache and opened, and the latest version of any indirect documents are also copied to your local cache.

If you work with this option cleared, you should use the Synchronize All command on the Cache Assistant dialog box regularly to ensure that your local cache stays up to date with the managed library.

Note:

This option is only available for Insight and Solid Edge SP-managed documents.

When Closing Managed Documents

Always upload to server but leave document checked out to me

Automatically uploads documents from your local system to the managed library when closing a document, but keeps the document checked out. If the document is checked out, it is not available to other users.

Always upload to server and check document In

Automatically uploads a document from your local system to the managed library when closing a document. When the document is checked in, it is available to other users.

When Revising Managed Documents

Automatically revise drawings that use the Selected 3D Document

Performs a Where-Used search for draft documents automatically when you revise or choose Save As for 3D documents. The draft is revised or saved along with the 3D document and the draft is displayed in the dialog box to be checked in or uploaded.

When this option is cleared, draft documents will not be revised. Draft documents with a status of Obsolete are ignored in the Where-Used search.

Note:

This option only applies to draft documents that are in separate item revisions.

Life Cycle

Automatically make sibling and parent revisions obsolete

In an Insight-managed environment, specifies whether or not Solid Edge automatically makes documents at the same revision level, also known as sibling documents, and documents at a lower revision level, also known as parent documents, obsolete.

Automatically set the draft status to match the status of the part placed in the drawing

In an Insight-managed environment, specifies whether or not the status of where-used draft documents automatically update as part of the Life Cycle Assistant command.

Stop the life cycle process when reference documents have an obsolete status

Disables the document life cycle process when the structure includes references to Obsolete documents.

Search

SharePoint URL (root site)

In an Insight-managed environment, displays a suggestive list of SharePoint sites based on settings defined in Solid Edge Administrator.

SharePoint search service application name

Displays a list of search services you have defined. This list is based on settings defined in Solid Edge Administrator.

SharePoint scope

Determines the scope used during Insight Server Search.

Limit search to this search service application and scope

Selecting the check box restrains the search to only the Search Service Application and scope you have selected. This option is enabled based on settings in Solid Edge Administrator.

Scope

Displays the Select Scopes dialog box to assist you in determining the SharePoint Scopes used during searches. This dialog box is enabled based on settings in Solid Edge Administrator.

Insight Business Rules Managed by SharePoint Groups

Document Control (optional)

Controls administrative tasks related to Insight-managed documents including the ability to modify a released document, and the ability to move a Solid Edge document to a site that does not contain the same columns as the source document library.

Site location (URL)

Specifies the URL of the Insight coordinator group.

SharePoint Group name

Lists the name of the group defined as the coordinator when the Insight groups were created.

Tip:

For information on creating groups in SharePoint, consult the Solid Edge Insight Implementation Guide.

Engineering Change (optional)

Manages the ability to revise an Insight managed document.

Site Location (URL)

Specifies the URL of the Insight group created for engineering related changes.

Group name

Identifies the name of the group defined as the engineering change group.

Warnings

Warn when multiple datasets exist

Determines whether the Multiple Documents warning is displayed when you select an item revision that contains multiple Solid Edge documents. When unchecked, the warning is not displayed and you are returned to the Open dialog box when you try and open an item revision containing more than one Solid Edge document.

Assembly Structure Synchronization

Check-out candidate assemblies

When checked, assemblies that are candidates for BOM synchronization are checked-out of the managed location.

Show structure synchronization dialog

Determines whether the structure synchronization dialog box is displayed when BOM synchronization detects candidate assemblies.

Enable structure synchronization logging

When checked, structure synchronization logging is on and a log file is generated. The location of the log file is determined by the Log Files option in the File Locations page of the Solid Edge Options dialog box.

Alternate Assembly Synchronization

Synchronize alternate position assemblies

When checked, each Solid Edge alternate assembly member’s positional data is saved as an arrangement in Teamcenter using the member name. As a result, what you see in Solid Edge is what you see in Teamcenter Rich Client.

Multi-CAD

Save driven references to Teamcenter

Captures your intent to save Solid Edge content back to Teamcenter when you are working in a multi-CAD environment. When selected, Solid Edge datasets are created under the source Item Revision.

Teamcenter model data cache

Use the Teamcenter model data cache

Enables the client model cache introduced in Teamcenter 9.1. Using the client model cache can improve performance when Solid Edge requests some data model or schema information.