To prepare your unmanaged documents for Teamcenter, you should:

• Remove documents you do not want to manage.

• Find duplicate document names.

• Scan for invalid document names.

• Map Solid Edge properties to Teamcenter attributes.

• Create custom properties to define the Item Revision for non-Solid Edge documents (image files, .pdf documents, and Microsoft Office documents) and to define the properties for non-graphic parts (grease, paint, etc.).

• Find and repair broken links.

When you add a folder to the library, every document in the folder is added to the library, regardless of whether or not you want to manage them.  You should remove any documents that you do not want to manage before adding the folder to the library. These documents might include text or log files that reside in the folder you want to import.

You can add duplicate documents to a managed library, but duplicate document names cannot exist in the same folder. If duplicate document names are found, you should ensure that you are adding the correct document to the library.

Teamcenter supports the same conventions that the file system supports for naming folders and documents. Folder and document names can consist of all Unicode characters except the following characters: # : \ ? * < > % / | " ~ !

Search your local folder for invalid document names before adding them to Teamcenter.

Attribute mapping defines what document properties you will exchange between Solid Edge and Teamcenter. There are a number of property mapping definitions that are delivered for you.

Solid Edge property	Teamcenter attribute	Required or Optional	File Property	Maximum character length
Teamcenter Item Type	Item Type	Required	Custom (Localized)	32
Document Number	Item ID	Required	Project	128
Revision Number	Revision	Required	Project	128
Project Name	Item Name	Required	Project	128
Dataset Name	Dataset Name	Required	Custom (English)	128
TC Engineering Description	Dataset Description	Optional	Custom (Localized)	140

The Dataset Name is not required on common property dialog boxes. However, if no Dataset Name is specified, one will be computed from the Item ID and Revision.

In Teamcenter, the key attributes used to track part numbers and revisions are Item ID, Revision, and Item Name. The corresponding Solid Edge properties are displayed in Solid Edge on the Project tab of the Properties dialog box. You can access the Properties dialog box by choosing Application button→Properties→File Properties. Defining these properties in Solid Edge before adding the documents to Teamcenter minimizes your future efforts and your Teamcenter database will be more accurately populated from the start.

Some things to consider regarding Solid Edge property mapping:

• If the Solid Edge Document Number property is left blank, an Item ID is automatically generated and assigned for you when you import the data into Teamcenter. You should define the Document Number, Revision Number, and Project Name before loading your data into Teamcenter.

• If any of the Solid Edge properties contain more than the maximum character length, or if the Document Number plus the Revision is greater than the maximum character length, you are notified of an error on import into Teamcenter. The error is recorded in the log file generated by the Add to Teamcenter application. Log files are located in \AppData\Roaming\Unigraphics Solutions\Solid Edge\Version 106\Log Files.

• In the Teamcenter-managed environment, only one Solid Edge 3D dataset is allowed per Item. However, multiple Drafts can be associated with each item as item revisions. When unmanaged 3D datasets using the same Document Number property are imported into Teamcenter, you must decide to save your Solid Edge Draft documents to the same Item Revision as the Solid Edge 3D content or save your Solid Edge Draft documents to a separate Item.

• Solid Edge Properties and Teamcenter Attributes should match Type (ie String with String, Date with Date and Numeric with Numeric).

• When Solid Edge transacts data with Teamcenter, it uses a name that is unaffected by localization. This is referred to as the real name. The real name has also been used for the display in the user interface. Beginning with Teamcenter 8.3, a unique prefix is added to all new business objects to guarantee uniqueness. The resulting name is often not desirable for display in the user interface. The use of a display name addresses this issue. The display name is used for column headers in common property dialog boxes for mapped properties other than the mandatory properties.

  Additional information regarding display names can be found in the Solid Edge Embedded Client Administrator’s guide.

• Mapping the Project ID is not supported.

• The Dataset Name property is required. If it is null of blank, Solid Edge Embedded Client uses the default of Item ID<separator>Revision.

• The Item Type and Dataset Description are localized, while the Dataset Name is English-only.

You can create custom Solid Edge properties to map to Teamcenter attributes. For example, you can create custom properties to define the Item Revision for non-Solid Edge documents including image files, .pdf documents, and Microsoft Office documents (MS Word, MS Excel, MS PowerPoint). You can also create custom properties to define the properties for non-graphic parts.

There are three basic steps to creating custom properties:

• Provide a name for the custom property.

• Select the type of property you are creating.

• Type a value for the property.

In the event you are importing non-graphic parts into Teamcenter using Add to Teamcenter, you should create the custom properties SE_Assembly_Quantity_Override, SE_Assembly Quantity_String, and Unit of Measure (UOM). These custom properties should also be added to the columns of the analysis spreadsheet datapreputilitiestemplate.xlsm explained in the Fine Tune Your Data section.

When non-Solid Edge documents are added to the Teamcenter database using Add to Teamcenter, the custom properties that map Solid Edge properties to Teamcenter attributes is used. If the Item Type, Item ID, and Item Revision are defined, the non-Solid Edge document is uploaded into Teamcenter using the defined property mappings. However, if any defining properties are missing, the Teamcenter attribute is automatically assigned as with any other document type.

You have access to two tools to assist you with preparing and adding unmanaged documents to Teamcenter:

• Add to Teamcenter and Data Preparation Tools -- bulk migration of large numbers of documents

• Interactive Add to Teamcenter -- small, project-sized numbers of documents

• Add unmanaged documents to Teamcenter

• Perform a Solid Edge file analysis

• Define custom properties prior to analysis

• Fix links in Solid Edge files

• Modify Solid Edge files using Solid Edge to Teamcenter programs

• Create custom document properties

• Rename files using the Analyze data preparation utility

• Solid Edge to Teamcenter data preparation utilities overview

• Manage documents and data