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.

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

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.

• Create a new Solid Edge document and save the document to an Insight XT URL managed by SharePoint.

  Note:

  The default action for a new document is Upload Document. The document is saved to cache and is added to the library, but remains checked out to you.

• Close and save the document, which allows other users to access it.

• Open the document to check it out.

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.

To learn more, see these help topics:

• Defining the Insight XT database list

• Adding documents to an Insight XT managed environment