Saving Data

You can save Solid Edge® parts, assemblies, and drawings to 3DEXPERIENCE.

  1. Log in to the web and launch Solid Edge®.
    You get logged in and My Session is displayed.
  2. In My Session, click Actions >Save Active Window.
    The 3DEXPERIENCE- 3DEXPERIENCE Save dialog box appears. For more information, see Save Dialog Box.
    Notes:
    • You can save an attachment of the SolidEdge Data to the 3DEXPERIENCE and open from the 3DEXPERIENCE. The following types of Solid Edge® data support attachments:
      • Assembly
      • Part
      • Drawing
      • Weldment
      • SheetMetal
    • You can view the objects you are saving in the Name attribute of the dialog box.
    • The dialog box displays the active file and structure below it.
    • You are prompted to save a file locally if it is not saved before saving to the 3DEXPERIENCE.
  3. Click OK.
    The 3DEXPERIENCE- Progress Status bar appears.

The data is saved to the 3DEXPERIENCE.

The 3DEXPERIENCE- Save dialog box shows the following attributes.

Column name Description
Locked By Displays the name of the user that has locked the design in the 3DEXPERIENCE
Action Displays if the part must be included or excluded.
Description Displays the description of the part or the assembly.
Revision Displays the revision from the 3DEXPERIENCE that is open in Solid Edge®.
Maturity State Displays the lifecycle state of the object. For example, In Work or Frozen.
Status Displays the status of the object in 3DEXPERIENCE whether it is new, existing, or modified.
Type Displays the type of design in the 3DEXPERIENCE.
Title Displays the file name of the drawing to be saved.
Name Displays a unique value computed by the server.

Right-click an object in the 3DEXPERIENCE- Save dialog box, to view the following options:

Option Description
Exclude Excludes the object from saving.
Include Includes the object for saving.
Revise Creates a revision of the object.
Edit Derived Output Selection You can generate derived outputs while saving documents with the following steps:
  1. In the Save dialog box, right-click the required document, and select Edit Derived Output Selection.
  2. From the Derived Output dialog box that displays all the supported derived outputs, select the derived output type.
  3. Click OK.
  4. The derived output type is defined for the selected document. Check on the local disk whether the derived output is generated.
Notes:
  • The derived output does not support the following:
    • Attachments
    • Assembly family
    • Assembly
Important:
  • When you save a design in the 3DEXPERIENCE, the design is also saved in your computer.
  • You cannot save the designs that consist of external files such as xls, txt, and doc.
  • You cannot save part families of the object, Solid Edge presentations, i-parts, or i-assemblies to the 3DEXPERIENCE.
  • To save a part, include its modification. You need to either save the part with the same revision or revise the part.
    Note: Deactivate the Show Only Modified flag before saving the part with the same revision or revising the part.
Notes:
  • You can save the Balloon number, BOM quantity, BOM structure, and Include in BOM on Assembly Relationships. :
  • You can save an asm-part with Circular Ex Ref Links. While checking out dependent part from a server, its context assembly also gets checked out.
  • MySession displays the list of the derived component and its referenced base component. On checking out a derived component from a server, its linked base part is also checked out.