TCEng Data-Management Student Guide V9

Teamcenter Engineering Product Data Management Student Guide
Student Guide April 2004 MT14330 Version 9.0
Publication Number MT14330
Manual History
Manual Revision A
Software Version Teamcenter Engineering V9.0; Unigraphics NX 2
Publication Date April 2004
This edition obsoletes all previous editions.
UGS PLM Solutions All rights reserved. Printed in the United States of America. 2 Teamcenter Engineering Product Data Management MT14330
Proprietary and Restricted Rights Notices The following proprietary and restricted rights notices apply. 2004 UGS PLM Solutions Inc. All Rights Reserved. This software and related documentation are proprietary to UGS PLM Solutions Inc. LIMITATIONS TO U.S. GOVERNMENT RIGHTS. UNPUBLISHED - RIGHTS RESERVED UNDER THE COPYRIGHT LAWS OF THE UNITED STATES. This computer software and related computer software documentation have been developed exclusively at private expense and are provided subject to the following rights: If this computer software and computer software documentation qualify as "commercial items" (as that term is defined in FAR 2.101), their use, duplication or disclosure by the U.S. Government is subject to the protections and restrictions as set forth in the UGS PLM Solutions Inc. commercial license for the software and/or documentation, as prescribed in FAR 12.212 and FAR 27.405(b)(2)(i) (for civilian agencies) and in DFARS 227.7202-1(a) and DFARS 227.7202-3(a) (for the Department of Defense), or any successor or similar regulation, as applicable or as amended from time to time. If this computer software and computer documentation do not qualify as "commercial items," then they are "restricted computer software" and are provided with "restrictive rights," and their use, duplication or disclosure by the U.S. Government is subject to the protections and restrictions as set forth in FAR 27.404(b) and FAR 52-227-14 (for civilian agencies), and DFARS 227.7203-5(c) and DFARS 252.227-7014 (for the Department of Defense), or any successor or similar regulation, as applicable or as amended from time to time. UGS PLM Solutions Inc., 5400 Legacy Drive, Plano, Texas 75024. All trademarks belong to their respective holders.
MT14330
Teamcenter Engineering Product Data Management
Contents
Course Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Course Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Key Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Student Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . How to Use This Manual . . . . . . . . . . . . . . . . . . . . . . . . . . Activity Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Login to Teamcenter Engineering (this is just example) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . What is PDM? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... ... ... ... ... ... ... an ... ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 11 11 12 12 12 12
. . . . . 12 . . . . . 13
CAD Integration - Creating New Data . . . . . . . . . . . . . . . . . . . . . . . 1-1 What is NX Manager Unigraphics? . . . . . . . . . . . Unigraphics NX Window in NX Manager Mode . . Menu Bar Pull-Down Menus . . . . . . . . . . . What is Unigraphics NX? . . . . . . . . . . . . . . . The Gateway Application . . . . . . . . . . . . . . . Unigraphics NX in Native vs. NX Manager mode NX Manager Unigraphics Part Selection dialog . . Activity: Navigate the Part Selection dialog . . Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Create a Folder . . . . . . . . . . . . . . . . Using NX Manager Unigraphics On-line Help What is Concurrent Engineering? . . . . . . . . . What is the Master Model Approach? . . . . . . . . . Creating a New Part . . . . . . . . . . . . . . . . . . . . . . Storing Database Attributes . . . . . . . . . . . . . . . . Activity: Creating New Parts . . . . . . . . . . . . . Find by Part Number . . . . . . . . . . . . . . . . . . . . . Creating Assemblies . . . . . . . . . . . . . . . . . . . . . . Activity: Creating an Assembly . . . . . . . . . . . Creating Non-Master Data . . . . . . . . . . . . . . . . . Activity: Create a Drawing . . . . . . . . . . . . . . Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 . 1-3 . 1-4 . 1-5 . 1-6 . 1-7 . 1-8 1-11 1-15 1-17 1-18 1-19 1-20 1-21 1-23 1-25 1-40 1-42 1-45 1-55 1-58 1-63
CAD Integration - Revising Existing Data . . . . . . . . . . . . . . . . . . . . 2-1 Using Save As . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 5
Contents
Save As to Create a New Part . . . . . . . . . . . . . . . . . Activity: Save As to Create New Part . . . . . . . . Activity: Save As to Create a new Part Revision . SaveAs Non-Master Part Files dialog . . . . . . . . . . . Activity: Save As that includes Non-Master Data Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . .
. . . . . .
. . . . . .
. . . . . .
. . . . . .
. . . . . .
. . . . . .
. . . . . .
. . . . . .
. . . . . .
. . . . . .
. . . . . .
. 2-3 . 2-5 2-11 2-14 2-16 2-21
The Teamcenter Engineering Portal Interface . . . . . . . . . . . . . . . . 3-1 Starting the Teamcenter Engineering Portal Interface . . Teamcenter Engineering Application Startup . . . . . . Activity: Starting Teamcenter Engineering . . . . . . . Application Manager . . . . . . . . . . . . . . . . . . . . . . . . . . Selecting Applications . . . . . . . . . . . . . . . . . . . . . . . . . . Logging Out of Teamcenter Engineering (Portal) . . . . . . My Navigator Overview . . . . . . . . . . . . . . . . . . . . . . . . Portal Lite for NX Manager Products . . . . . . . . . . . . Folder Object Behavior . . . . . . . . . . . . . . . . . . . . . . My Navigator Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . Group and Role Settings . . . . . . . . . . . . . . . . . . . . . . . . Activity: My Navigator Overview . . . . . . . . . . . . . . . Modifying Properties Columns in My Navigator . . . . . . Activity: Modifying Properties Columns in Navigator Using Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . Working with Folders . . . . . . . . . . . . . . . . . . . . . . . . . . What are Folders? . . . . . . . . . . . . . . . . . . . . . . . . . . Home, Newstuff and Mailbox Folders . . . . . . . . . . . Folder Object Behavior . . . . . . . . . . . . . . . . . . . . . . Creating Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . Renaming Folders . . . . . . . . . . . . . . . . . . . . . . . . . . Moving Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deleting Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . Printing Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . Performing a General Query . . . . . . . . . . . . . . . . . . . . . Activity: Finding and Working with Folders . . . . . . . Activity: Test your Skills . . . . . . . . . . . . . . . . . . . . . Referencing Database Objects . . . . . . . . . . . . . . . . . . . . Using Cut, Copy, Paste, and Append . . . . . . . . . . . . . . . Activity: Modifying Object References . . . . . . . . . . . Activity: Test Your Skills . . . . . . . . . . . . . . . . . . . . . Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 . 3-4 . 3-5 . 3-8 3-10 3-12 3-13 3-14 3-15 3-16 3-18 3-21 3-24 3-27 3-31 3-33 3-33 3-34 3-35 3-36 3-37 3-37 3-38 3-38 3-39 3-45 3-51 3-52 3-53 3-55 3-57 3-58
Finding and Viewing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1 What are Items? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 What are Item Types? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3 Finding Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
6 Teamcenter Engineering Product Data Management UGS PLM Solutions, All Rights Reserved MT14330
Contents
Viewing Objects from the Search Results . . . . . . . . . . . . . Viewing Objects From your Home Folder . . . . . . . . . . . . . Activity: Finding Items . . . . . . . . . . . . . . . . . . . . . . . Comparing Search Results . . . . . . . . . . . . . . . . . . . . . . . Activity: Comparing Search Results . . . . . . . . . . . . . Viewing the Contents of Items . . . . . . . . . . . . . . . . . . . . Item Revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Item Revision Release Status . . . . . . . . . . . . . . . . . . . . . Item Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Setting the Item Display Filter . . . . . . . . . . Item Revision Contents . . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Viewing Item, Form, and File (Dataset) Data Activity: Test Your Skills . . . . . . . . . . . . . . . . . . . . . . Generating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Generating a Report . . . . . . . . . . . . . . . . . . Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . .
. 4-8 . 4-8 . 4-9 4-12 4-14 4-15 4-16 4-17 4-18 4-20 4-25 4-29 4-32 4-33 4-34 4-38
Creating Data in Teamcenter Engineering . . . . . . . . . . . . . . . . . . . 5-1 User Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Items from Teamcenter Engineering . . . . . . . ....................................... Activity: Create an Item in My Navigator . . . . . . . Populating the Item With Data . . . . . . . . . . . . . . . . . . Activity: Populate the Item Revision Master Forms What is a Dataset? . . . . . . . . . . . . . . . . . . . . . . . . . . . Item and Item Revision Relations . . . . . . . . . . . . . . . . Activity: Create Datasets . . . . . . . . . . . . . . . . . . . Dataset Checkout . . . . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Modify the Dataset . . . . . . . . . . . . . . . . . Dataset Files (Named References) . . . . . . . . . . . . . . . . Dataset Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Open an Earlier Version of a Text Dataset Changing Ownership . . . . . . . . . . . . . . . . . . . . . . . . . Item Save As and Revise from Teamcenter Engineering Activity: Performing a Save As and Revise . . . . . . . Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2 . 5-3 . 5-4 . 5-5 . 5-7 . 5-8 . 5-9 5-10 5-12 5-17 5-19 5-22 5-23 5-25 5-27 5-28 5-31 5-35
CAD Integration - Visualization & Dataset Management . . . . . . . . 6-1 Creating 3D Visualization Data . . . . . . . . . . . . . . . . . . . Activity: Creating 3D Visualization Data . . . . . . . . . . Using Part Export Directories . . . . . . . . . . . . . . . . . . . . . How NX Manager Unigraphics stores Dependent Files Dataset Files (Named References) . . . . . . . . . . . . . . . . . . Activity: Creating 2D Visualization Data . . . . . . . . . . Activity: Creating Dependent Files . . . . . . . . . . . . . .
UGS PLM Solutions, All Rights Reserved
.... .... .... ... .... .... ....
. . . . . . .
. . . . . . .
. . . . . . .
. . . . . . .
. 6-2 . 6-3 . 6-5 . 6-6 . 6-7 . 6-8 6-13

7
Contents
Dataset Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Open an Earlier Version of a Part Dataset . . . . . . . . Protecting Data Using Check-Out . . . . . . . . . . . . . . . . . . . . . . . . Activity: Perform Explicit Check-Out for Unigraphics NX Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Perform Implicit Check-Out of Unigraphics NX Data Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . 6-16 . . 6-18 . . 6-22 . . 6-24 . . 6-28 . . 6-31
Viewing Product Structure with PSE . . . . . . . . . . . . . . . . . . . . . . . . 7-1 What is Product Structure Editor (PSE)? . . . . . . The BOM View Revision Object . . . . . . . . . . . . . BOM View Types . . . . . . . . . . . . . . . . . . . . . . . Launching PSE . . . . . . . . . . . . . . . . . . . . . . . . . PSE Display . . . . . . . . . . . . . . . . . . . . . . . . . . . Modifying Columns in PSE . . . . . . . . . . . . . . . . Printing the BOM . . . . . . . . . . . . . . . . . . . . . . . Activity: Viewing Product Structure in PSE . Release Status Review . . . . . . . . . . . . . . . . . . . Revision Rules . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Changing a Revision Rule . . . . . . . Item Data Consumption While BOM Browsing . Activity: Viewing Item Data from PSE . . . . . Opening Multiple Product Structures in PSE . . Activity: Viewing Types of Product Structure Activity: Test Your Skills . . . . . . . . . . . . . . . Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2 . 7-3 . 7-4 . 7-5 . 7-6 . 7-7 . 7-8 . 7-9 7-11 7-13 7-20 7-23 7-24 7-28 7-30 7-34 7-35
Product Structure - CAD View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1 Review of Release Status . . . . . . . . . . . . . . . . Configuring using Revision Rules . . . . . . . . . . Load Options . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Configuring using Revision Rules Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2 . 8-4 . 8-5 . 8-6 8-14
Where Used and Where Referenced . . . . . . . . . . . . . . . . . . . . . . . . . 9-1 Performing a Where Referenced Search . . . . . . . . Activity: Perform a Where Referenced Search Performing a Where Used Search . . . . . . . . . . . . Activity: Perform a Where Used Search . . . . . Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2 . 9-4 . 9-7 9-10 9-12
Product Structure - Create/Extend . . . . . . . . . . . . . . . . . . . . . . . . . 10-1 Building Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2 Activity: Create Assembly Structure . . . . . . . . . . . . . . . . . . . . . 10-5 Activity: Complete Product Structure for Skate Line . . . . . . . . 10-17
Contents
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-19 Product Structure - Advanced . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1 Introduction to Variant Functionality . . . . . . . . . . . . . . . Example of Variant Functionality . . . . . . . . . . . . . . . . . . Creating Variant Data . . . . . . . . . . . . . . . . . . . . . . . . . . Variant Data Location . . . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Add Options to Recreational Skate Line . . . . Setting and Saving a Variant Configuration . . . . . . . . . . Saving Variant Configurations . . . . . . . . . . . . . . . . . . . . Activity: Setting and Saving a Variant Configuration . How does PSE work? . . . . . . . . . . . . . . . . . . . . . . . . . . . BOM Views and BOM View Revisions . . . . . . . . . . . . . . . PSE Multiple Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Creating Multiple BOMView Types . . . . . . . Alternate Occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Add Alternate Fixture to the Assembly View Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2 . 11-3 . 11-4 . 11-6 . 11-9 11-18 11-19 11-20 11-26 11-27 11-28 11-29 11-32 11-33 11-36
Workflow -View and Initiate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1 Overview of Workflow . . . . . . . . . . . . . . . . . States of Release . . . . . . . . . . . . . . . . . . . . . Initiating a Process . . . . . . . . . . . . . . . . . . . How do I know I have a Task to Perform? . . Working with the Inbox . . . . . . . . . . . . . . . Selecting the Sign-off Team . . . . . . . . . . . . . Check-In . . . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Initiating the Workflow Process Activity: Submitting Data for Review . . Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2 . 12-3 . 12-4 . 12-5 . 12-6 . 12-7 12-10 12-11 12-13 12-23
Reviewing and Dispositioning Data . . . . . . . . . . . . . . . . . . . . . . . . 13-1 Task View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Process View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Performing a Review Task . . . . . . . . . . . . . . . . . . . . . . Activity: Product Engineer Review . . . . . . . . . . . . . How do you Follow a Process after it leaves your Inbox? Activity: Engineering Analyst Review . . . . . . . . . . . Using Resource Pools . . . . . . . . . . . . . . . . . . . . . . . . . . Delegating Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Out of Office Assistant . . . . . . . . . . . . . . . . . . . . . . . . . Automated Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Activity: Manufacturing Engineering Review . . . . . . Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . .
. . . . . . . . . . . .
. . . . . . . . . . . .
. . . . . . . . . . . .
. . . . . . . . . . . .
. . . . . . . . . . . .
. . . . . . . . . . . .
. . . . . . . . . . . .
. 13-2 . 13-5 . 13-6 . 13-8 13-13 13-16 13-21 13-22 13-24 13-25 13-26 13-30
9
Contents
Visualization Data Markup Using Portal Visualization . . . . . . . . 14-1 Where is the Visualization Data? . . . . . . . . . . . . . Activity: Locate and View Visualization Data . . Creating Markup Data from 3D Visualization Data Activity: Creating a Markup From a 3D Image Creating Markup Data from 2D Visualization Data Activity: Creating a Markup From a 2D Image Procedural Considerations . . . . . . . . . . . . . . . . . . Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-2 . 14-5 . 14-7 14-11 14-15 14-18 14-22 14-24
Change Management - View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-1 What is Change Management? . . . . . . . . . . . . . . . What is a Change Object? . . . . . . . . . . . . . . . . . . . Types of Changes . . . . . . . . . . . . . . . . . . . . . . . . . Finding Existing Change Objects . . . . . . . . . . . . . Change Object Folder Structure . . . . . . . . . . . . . . Launching CM Viewer . . . . . . . . . . . . . . . . . . . . . Working in the CM Viewer Application . . . . . . . . . CM Viewer - Viewer Tab . . . . . . . . . . . . . . . . . . . . CM Viewer - Properties Tab . . . . . . . . . . . . . . . . . CM Viewer - Process Tab . . . . . . . . . . . . . . . . . . . . CM Viewer - Referencers Tab . . . . . . . . . . . . . . . . CM Viewer - BOM Changes Tab . . . . . . . . . . . . . . CM Viewer - Effectivity Tab . . . . . . . . . . . . . . . . . Activity: Finding/Interrogating Change objects What is Supercedure? . . . . . . . . . . . . . . . . . . . . . . Activity: Viewing Supercedure Data . . . . . . . . Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-2 . 15-3 . 15-4 . 15-6 . 15-7 . 15-8 . 15-9 15-10 15-11 15-12 15-13 15-15 15-16 15-18 15-26 15-29 15-32
Change Management - Create . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-1 Activity: Find and Examine existing Wheel Assy . . Activity: Create New Spacer and Wheel Assy Parts Creating a Change Object . . . . . . . . . . . . . . . . . . . Activity: Creating a Change Notice . . . . . . . . . . . . Activity: Select the Signoff Team for CCB1 . . . . . . Activity: Perform Tasks for CCB1 . . . . . . . . . . . . . What are Supercedures? . . . . . . . . . . . . . . . . . . . . Activity: Finalize the Change . . . . . . . . . . . . . . . . Activity: Perform Signoff for CCB2 . . . . . . . . . . . . Activity: Review Data Created From Navigator . . . Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-2 . 16-6 16-15 16-18 16-28 16-31 16-35 16-37 16-47 16-52 16-57
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Index-1
10
MT14330
Course Overview
Course Description
Teamcenter Engineering Product Data Management (PDM) demonstrates how to use Teamcenter Engineering to create, revise, and manage data in the PDM system.
Course Objectives
The objectives of this course are to teach you how to: Create and manage Teamcenter Engineering integrated CAD data. Effectively use the Teamcenter Engineering Portal interface. Create and use various types of database objects. Differentiate between working, in-process and released data. Electronically disposition (approve/reject) data. Monitor the release process prior to and following your involvement. Propose, control and approve product data changes using the Change Management application.
Key Benefits
The key benefits of this course include the following: increased productivity by learning through realistic projects hands-on work sessions to practice using Teamcenter Engineering and NX Manager Unigraphics personal assistance from a certified instructor demonstrations of best practices for implementing and using Teamcenter Engineering
Teamcenter Engineering Product Data Management 11
Participants
Participants
Teamcenter Engineering users involved in consuming, reviewing, and authoring data. This course teaches those tasks using the Portal interface.
Student Responsibilities
Student responsibilities to help you get the most out of this course include the following: Be on time. Participate in class. Stay with the subject matter. Listen attentively and take notes. Practice, on the job, what you have learned. Have fun.
How to Use This Manual

Inside each lesson are sections that include key concepts followed by an activity to allow you to practice the concepts. The format of the activities is consistent throughout this manual. Steps are labeled and specify what will be accomplished at any given point in the activity. Below each step are action boxes which emphasize the individual actions that must be taken to accomplish the step.
Activity Example
For your benefit, each activity is organized in the following manner.
Activity: Login to Teamcenter Engineering (this is just an example)

In this activity, you will login to Teamcenter Engineering. Step 1: Login to Teamcenter Engineering. Start Teamcenter Engineering by ... (Actions) Enter your ... The Step is intended to be an increment to complete the activity.
Course Overview
Indented from each step are a series of actions (appearing like a square bullet). These actions are intended to provide the button pushes to complete the step. As you get better with Teamcenter Engineering, carefully try to do the activity by using the steps alone.
Summary Page
Each lesson ends with a Summary page providing an overview list of the topics that were taught in the lesson.
What is PDM?
Product Data Management (PDM) is a tool that helps manage all the processes, applications, and information required to design, manufacture, and support a product throughout its life cycle. The goal of a PDM system is to provide a single, common interface for managing and accessing all data within an organization. PDM systems interface with Enterprise Resource Planning (ERP) systems, such as SAP. With PDM, ERP systems and the web interface, you have all the ingredients for a true collaborative environment. PDM Benefits Following are some benefits of the Teamcenter Engineering PDM system: helps reduce duplicate data which reduces storage requirements simplifies finding data and distributing data to those who need it allows quick, lightweight viewing of models, which is especially useful for verification when reviewing changes provides revision control and assurance of latest data manages assemblies and relationships between parts easily builds and modifies Bills of Material (BOM) maintains history of a products development evolution establishes relationships between requirements, specifications, and parts provides access control and vaulting to assure integrity of data
13
Lesson
CAD Integration - Creating New Data
Purpose The purpose of this lesson is to use Unigraphics NX in NX Manager mode to create piece parts and an assembly. You will also learn how to create a non-master part file from master geometry. Objective The objective of this lesson is to teach you how to perform the following tasks: Start Unigraphics NX in NX Manager mode. Identify areas of the Unigraphics NX Interface. Navigate the NX Manager Unigraphics Part Selection dialog. Create Folders from the Unigraphics NX interface. Use the NX Manager Unigraphics online Help. Organize data using the Unigraphics NX Master Model approach. Create Piece Parts. Create an Assembly. Create a Non-master Part File from Master Geometry.
1-1
What is NX Manager Unigraphics?

NX Manager Unigraphics is a data management tool used in conjunction with Unigraphics NX. When Unigraphics NX is used in NX Manager mode, Teamcenter Engineering is running at the same time as a separate process. Since the two programs communicate, you can create, store, and access your data within a Teamcenter Engineering database. NX Manager Unigraphics combines the power of Unigraphics NX in modeling and generating data from geometric shapes, with the power of Teamcenter Engineering in storing and retrieving data in a controlled fashion. The integration of Unigraphics NX and Teamcenter Engineering provides the following capabilities: management of Unigraphics NX parts and related files improved access control for data over operating system capabilities ability to easily revise Unigraphics NX parts, and keep all revisions of a part together convenient organization of data into user-defined folders manual and automatic check-out and check-in ability to easily locate stored data tools to facilitate workgroup and enterprise collaboration
1-2
MT14330
Unigraphics NX Window in NX Manager Mode

The following graphic shows the Unigraphics NX window in the NX Manager mode:
The numbers on the graphic call out the various areas of the interface which are described below: 1. Menu bar: The menu bar is located along the top of the window. The menus listed along the menu bar are used to access Unigraphics NX functionality. Left-click a menu to display a pull-down menu of available options. 2. Tool bar: Tools bars surround the graphics area of the Unigraphics NX window. The tool bar provids quick access to commonly used menu options. 3. Graphics area: The graphics area is used to create, view, and modify parts, assemblies, tool paths, and other geometry data using Unigraphics NX. 4. Cue line: The Cue line appears at the bottom left portion of the window. The purpose of the Cue line is to prompt for user interaction. 5. Status line: The Status line appears at the bottom right portion of the window. The purpose of the Status line is to give the user visual feedback about system activity.
UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 1-3
Menu Bar Pull-Down Menus

The menu bar offers a number of options from which to choose. These options have pull-down menus associated with them that allow access to areas of functionality.
1. Pull-down menu: Holding the first mouse button down over a menu bar option causes the pull-down menu to display. 2. Cascade menu: Arrows to the right of the pull-down listing indicate that further cascading options are available.
1-4
MT14330
What is Unigraphics NX?

Unigraphics NX is an interactive Computer-Aided Design and Computer-Aided Manufacturing (CAD/CAM) system. The CAD functions automate the normal engineering, design, and drafting capabilities found in todays manufacturing companies. The CAM functions provide NC programming for modern machine tools using the Unigraphics NX design model to describe the finished part. Unigraphics NX functions are divided into applications of common capabilities. These applications are supported by a prerequisite application called Gateway. Every Unigraphics NX user must have Unigraphics NX Gateway; however, the other applications are optional and may be configured to meet the needs of each individual user. Unigraphics NX is a fully three-dimensional, double precision system that allows you to accurately describe almost any geometric shape. By combining these shapes, you can design, analyze, and create drawings of your products. Once the design is complete, the Manufacturing application allows you to select the geometry describing the part, enter manufacturing information such as cutter diameter, and automatically generate a cutter location source file (CLSF), which can be used to drive most NC machines.
1-5
The Gateway Application

Gateway is the prerequisite for all other interactive applications, and is the first application you enter when you open Unigraphics NX. You can return to Gateway at any time from the other applications in Unigraphics NX by selecting it from the Application pull-down menu. Gateway allows you to open existing part files, create new part files, save part files, plot drawings and screen layouts, import and export various types of files, and other general functions. It also provides consolidated view display operations, screen layout and layer functions, Work Coordinate System (WCS) manipulation, object information and analysis, and access to online help.
1-6
MT14330
Unigraphics NX in Native vs. NX Manager mode

The dialogs that display while running NX Manager Unigraphics are similar in appearance to the standard Unigraphics NX dialogs. The main difference is that instead of working with operating system files (through the File Selection dialog in Unigraphics NX), NX Manager Unigraphics allows you to select parts by their part number and revision (through the Part Selection dialog). This capability is possible since the part number and revision are both stored in the database. Following are some advantages of using Unigraphics NX in NX Manager mode over Unigraphics NX in Native mode: You do not have to worry about specifying directories in the pathname for your parts. NX Manager Unigraphics organizes and finds the parts for you. You can create, access and modify part files directly in the database. You can supply configuration rules when loading assemblies to determine which revisions of component parts are loaded from the database (using Load Options). Related files like drawings and manufacturing files can be organized with the master geometry so that they are easy to find and manage.
1-7
NX Manager Unigraphics Part Selection dialog

In the next few pages you will be introduced to some of the elements and functions of the Part Selection dialog. FileNew Choosing FileNew or the New icon displays the New Part File dialog. on the Unigraphics NX menu bar,
1-8
MT14330
Key Points Following are some key points on using the dialog windows: The Title reflects the function that you have chosen. The Folder Tree allows you to view the contents of your Home folder. You can sort the columns by clicking on the column header. The columns will sort in ascending and descending order. You can resize the columns by dragging a column sash left or right.
, allows you The Paste Teamcenter Engineering Object button, to paste an Item Revision from the clipboard in the Portal interface directly into the Part Selection dialog. This function is particularly useful combined with the Search functionality in My Navigator. You can find parts by using a partial Part Number and wildcard.
1-9
FileOpen Choosing FileOpen or the Open icon bar, displays the Open Part File dialog. on the Unigraphics NX menu
Key Points Following are key points describing the Open Part File dialog window: A single mouse click on an Item highlights the revision and fills in the Part Number and Part Revision fields. You can also manually type in values for Part Number and Part Revision. You can use a wildcard search to find a part.
1-10
MT14330
Activity: Navigate the Part Selection dialog

In this activity, you will start Unigraphics NX in NX Manager mode and navigate through the Part Selection dialog. Step 1: Start Teamcenter Engineering Portal. Your instructor will give you specific instructions for launching Portal. Upon launching Portal, the Default Application window appears.
Step 2:
Log on to the Portal application. Click My Navigator in the Application Manager.
1-11
The first time you select an Application from the Application Manager, you will be presented with the log on dialog.
Step 3:
Enter your User ID and Password. Enter your User ID and Password in the log on dialog and click the Login button.
1-12
MT14330
The Portal application appears.
Step 4:
Start Unigraphics NX in NX Manager mode. If necessary, use the CTRL key to de-select your Home folder.
Click the Start/Open in UG icon
Important! Before choosing the Start/Open in UG icon, make sure the Home folder is not selected. If your Home folder is selected, you will see the following message.
1-13
Step 5:
Familiarize yourself with the Part Selection dialog. From Unigraphics NX, choose FileNew... or click on the New icon .
Collapse and expand the Home folder. Choose Cancel.
Choose FileOpen or click one time on the Open icon What folders are contained in the Open Part File dialog? ____________________________________________________ ____________________________________________________ Use the Sash to change the size of the columns.
Choose Cancel.
This concludes the activity.
1-14
MT14330
Folders
Folders are a flexible way to organize your product information. An object folder can contain other objects and/or other folders. Below is a typical Folder Tree you will see when the Part Selection dialog is opened.
Key Points Following are some key points for working in folders: You can organize your work by creating folders. A folder is basically a container in which you can put things. Every folder has a name. Folder names are not unique. Some folders are company specific and others are your own personal organization tools. Folders can be nested to practically any extent desired. indicates an expanded folder; + indicates a collapsed folder.
1-15
Creating Folders You can create a new folder from within the New Part File dialog if you have write access to the selected folder. You can also create a new folder from within the Open Part File dialog. To create a new folder, right-click over an existing folder in the Folder Tree list. Select New Folder to create a new folder, or Rename to rename the existing folder.
You cannot delete a folder from Unigraphics NX. You must use the Teamcenter Engineering My Navigator application to delete folders. Default Container Initially, the default folder is your Home folder. To change the default folder, right-click over the folder you want to be the new default container and choose Make Default Container. The new default folder will remain in effect until another default folder is chosen.
You can also double-click on a folder to make it the new default container.
1-16
MT14330
Activity: Create a Folder

In this activity, you will create a folder to organize your parts. Step 1: Create a My Parts folder. Choose FileNew... or click the New icon .
Right-click over your Home folder and select New Folder. The new folder is placed in your Home folder and the Name field is highlighted. Type in My Parts in place of New Folder and press the ENTER key for the name to be accepted. You can also right-click a folder object to Rename it.
Choose Cancel on the New Part File dialog.
1-17
Using NX Manager Unigraphics On-line Help

NX Manager Unigraphics provides an extensive online help system. Choosing HelpDocumentation... from the Unigraphics NX menu bar displays the following menu.
Expand the Other book to list the NX Manager Unigraphics help files. To locate documentation on specific topics of interest, you can access the search functionality by choosing the Search icon .
1-18
MT14330
What is Concurrent Engineering?

The goal of a PDM system is to facilitate the communication between groups and to move away from the serial approach to data exchange. The most efficient method of designing products is through the use of concurrent engineering techniques. Concurrent engineering means that members of a team work on different parts of a single shared product definition model at the same time.
1-19
What is the Master Model Approach?

The Master Model approach enables a company to separate the derived data for a part from the basic geometric definition of the part. For example, drawing and manufacturing data is separated from the basic geometric definition of a part. The idea is to create a separate "non-master part file" belonging to the part revision and then include the master part file as a component in it. This allows drawings or manufacturing data to be created in the non-master part file.
The Master Model approach provides a number of benefits, including: Support for concurrent engineering, because the data for different disciplines is separated and more than one engineer can work on it simultaneously. The non-master data always contains the latest master definition. The master definition of the part is less cluttered with documentation data, so it is smaller and uses less memory when fully loaded. It is possible to apply separate access controls so that the master definition for a part is protected while allowing other data (for example, drawings) to be worked on.
1-20
MT14330
Creating a New Part

You can choose the New icon from the Unigraphics NX toolbar to create a new master or non-master part. This option displays the New Part File dialog. When you create a new part, it will go in your default container. You can choose a Part Type for your new part file. Standards set up by your company will affect what you use for Part Type.
You can use the Assign buttons in the Part Selection dialog to automatically generate a new Part Number, Part Revision, and Part File Name (for non-master part files).
1-21
Naming Conventions Standards set up by the company or project will affect naming conventions. Contact the system administrator for specific information on the number and types of characters for a valid file name. Part Numbers must be unique in the database Part Number/Revision must be unique in the database
There is a maximum length for the following values: Part Number limit 26 characters Revision limit 32 characters Dataset Name limit 32 characters
In addition, the combined (Part Number+Revision+Dataset Name) length must not exceed 50 characters. Seed Part A Seed Part is a part file that is used as the basis for a new part. The Seed Part button provides you with access to a list of Seed Parts. Your System Administrator controls which Seed Parts are available on this menu.
1-22
MT14330
Storing Database Attributes

NX Manager Unigraphics enables you to store and access Teamcenter Engineering database attributes in Unigraphics NX part files. These are special part attributes, which synchronize automatically with properties in the Teamcenter Engineering database. Your system administrator can configure the set of available database attributes and their mappings to Teamcenter Engineering properties. NX Manager Unigraphics always keeps the following part attributes synchronized between Unigraphics NX and the Teamcenter Engineering database: Part Name and Description Part Number Part Revision Part Type Unit of Measure
If you modify a database attribute in the Teamcenter Engineering database, then the database attribute in the part file will update when the part file is loaded into a Unigraphics NX session. If the value of a database attribute is changed in the part file, then the property in the Teamcenter Engineering database will update when saved.
1-23
When creating a new part, you will be presented with the Edit Database Attributes dialog which allows you to specify or change database attributes. Highlight the desired attribute, enter the new value in the Value field and press the ENTER key.
Your DBA can add additional attributes to this list. For example, in the Training environment, Assemb No, Creator and Material were added.
1-24
MT14330
Activity: Creating New Parts

Step 1: Create a new part file. Choose FileNew... or choose the New icon. The New Part dialog appears.
Double-click your My Parts folder. Double-clicking the My Parts folder makes it your default container. All parts save from this point on will reside in the My Parts folder until you identify a new default container.
1-25
Leave the Part Type set to Item. Enter the Part Number of 5004_###, where ### represents a number that will be designated by your instructor. Enter 000 for Part Revision. Leave the Part File Type set to master.
Be sure that the Seed Part setting is Inch. Choose OK. The Edit Database Attributes dialog displays. Highlight the Part Name line. In the Value field type the name Spacer and press the ENTER key. Highlight the Part Description line. In the Value field type Project Caster Assy and press the ENTER key.
1-26
MT14330
Choose OK. The border of the Graphics Window provides you with information including the Part Number and Revision.
Step 2:
Enter the Modeling application from the Unigraphics NX menu bar. Choose ApplicationModeling...
1-27
To see a Trimetric view of the part, choose the Trimetric icon . Step 3: Create the Spacer (a Cylinder with a Hole). Choose the Cylinder icon FeatureCylinder). (or InsertForm
1-28
MT14330
The Cylinder dialog appears.
Select the Diameter, Height option. The Vector Constructor dialog appears.
Choose the ZC Axis for the orientation of your part. An arrow appears on the screen in the ZC direction. The Cylinder dialog appears.
Change the Diameter to 1.25 and the Height to .3125.
1-29
Choose OK. The Point Constructor dialog appears.
Verify a base point of XC=0, YC=0 and ZC=0 and choose OK. If not, choose Reset and then choose OK. The cylinder appears on the screen. Choose Cancel on the Vector Constructor dialog. Right-click in the graphics window and choose the Fit icon .
1-30
MT14330
Step 4:
Create a Hole in the Cylinder. Refer to the Cue line to help you through the functional steps.
Choose the Hole icon FeatureHole...).
(or choose InsertForm
1-31
The Hole dialog appears.
The default Hole type is Simple and default Selection Step is Placement Face. Enter .781 in the Diameter field and select the Top face of the Cylinder for the Planar Placement face. Select the bottom face of the cylinder as the thru face. The dimensions of the hole tool appear. Choose OK on the Hole dialog.
1-32
MT14330
The Positioning dialog appears.
Select Point onto Point
The Point onto Point dialog appears.
Select the top edge of the original cylinder as the target object. The Set Arc Position dialog appears.
Choose Arc Center. The Hole is created in the Cylinder. To see a shaded representation of the model, choose the Shaded icon .
Hold down and drag the middle mouse button to rotate the part.
1-33
Step 5:
Save the part. Choose the Save icon .
You must save the part in order for it to be stored in the database.
Step 6:
Verify that your part has been saved. Choose the Open icon to access the Open Part File dialog.
1-34
MT14330
You should see the 5004_### Spacer part in the My Parts folder.
Choose Cancel to close the Open Part File dialog. You have now created the first piece part for the Caster assembly. Step 7: Create the Shaft in your My Parts Folder.
Choose the New icon
to create a new part.
Verify that your My Parts folder is the default container. If the My Parts folder is not the default container, double-click it to make it the default. Leave the Part Type set to Item. In the Part Number field, enter 5003_###, where ### represents a number designated by your instructor. In the Part Revision field, enter 000. Leave the Part File Type set to Master. Be sure that your Seed Part setting is Inch. Choose OK.
1-35
The Edit Database Attributes dialog appears. With the Part Name highlighted, type Shaft in the Value field and press ENTER.
Highlight Part Description and type Project Caster Assy in the Value field and press ENTER. Choose OK. Notice the border of the graphics window updates to reflect your new part. Step 8: Create the Shaft (a cylinder). To see a Trimetric view of the part, choose the Trimetric icon .
Choose the Cylinder icon The Cylinder dialog appears.
Choose Diameter, Height. The Vector Constructor dialog appears.

1-36 Teamcenter Engineering Product Data Management UGS PLM Solutions, All Rights Reserved MT14330
Choose ZC axis for the cylinder direction. The arrow appears. Enter a Diameter of 1.125 and a Height of 2.8125 and choose OK on the Cylinder dialog. The Point Constructor dialog appears. Define a base point of XC=0, YC=0 and ZC=0 and choose OK. The Cylinder appears. The Vector Constructor dialog displays giving you the opportunity to create another cylinder. Choose Cancel to dismiss the Vector Constructor dialog. Step 9: Create a Boss on the Shaft. Choose the Boss icon (or InsertForm FeatureBoss...).
Enter a Diameter of .75 and a Height of 2.1875. Select the lower planar placement face (bottom of cylinder).
Choose OK on the Boss dialog. The Positioning dialog appears.
Choose Point onto Point
Select the lower edge of the large cylinder. Choose Arc Center on the Set Arc Position dialog. Choose the Fit icon window.
to fit the cylinder to the graphics
1-37
Step 10: Add a chamfer to the Shaft. Choose the InsertFeature OperationChamfer option. By default, the Chamfer icon in the user interface. The Chamfer dialog appears. Choose Single Offset. Choose the top edge of the large cylinder and choose OK. Enter the Offset value of .125. Choose OK on the Chamfer dialog. does not display
1-38
MT14330
Choose Cancel on the Chamfer dialog. Step 11: Save the part. Choose the Save icon .
You have now created the second piece part for the Caster Assembly. Step 12: Close All Parts. Choose FileCloseAll Parts. Choose Yes to close all parts.
1-39
Find by Part Number

The Find command is used in the Part Selection dialog to find a part that exists in the database. This option is available when creating a new part (using FileNew) or opening an existing part (using FileOpen). Choose FileOpen, type the part number in the Part Number field and press the ENTER key. You can use a wildcard symbol (*) when entering the part number.
1-40
MT14330
The Find node appears with the requested Find results.
The most recently requested Find requests within a session are restored every time the Part Selection dialog is opened. Each time the dialog is opened, the Find node displays in a collapsed state. Expand the + sign to view the Find results.
1-41
Creating Assemblies
Creating assemblies in NX Manager Unigraphics works similarly to creating assemblies in standard Unigraphics NX. To create an assembly, NX Manager Unigraphics accesses the database to retrieve parts through NX Manager Unigraphics windows. A component part may be added to an assembly by choosing the Add Existing option in the Components pull-down menu in the Assemblies application. This menu contains most of the functions that affect the hierarchical structure of the assembly and the relationships between components. The Components pull-down menu is available as long as the Assemblies application is turned on. AssembliesComponentsAdd Existing The Add Existing function allows you to add a component to an assembly, using an existing part revision. The component part to add is specified in the Select Part dialog.
1-42
MT14330
The Select Part dialog contains a list of the master part files that are currently loaded. You can choose a part that is displayed in the list to add to your assembly.
If you want to specify a part that is not currently loaded, select the Choose Part File button. This displays the NX Manager Unigraphics Part Selection dialog, enabling you to choose an unloaded part revision.
1-43
After you select the part to be added, the Add Existing Part dialog appears. You can use this dialog to define how the existing part will be added as a component object to the assembly and what information is stored with it. In this class, the only change from defaults is the placement of the part on the Original layers.
Layer options - Defines which layer the objects in the new component will be added to in the current work part. Work - Places all objects from the component part on the current work layer. Original - Places each object from the component part on the same layer in which it resides in the component part file. As Specified - Places all objects from the component on the layer you specify in the Specified Layer field that displays if you choose this option.
1-44
MT14330
Activity: Creating an Assembly

In this activity, you will create a new Caster Assembly using the piece parts you created earlier. Step 1: Create the Caster Assembly. Choose the New icon. Verify that My Parts is the default container. In the Part Number field, enter 5000_###. In the Part Revision field, enter 000. Leave the Part File Type set to master and Seed Part set to Inch. Choose OK. The Edit Database Attributes dialog appears. With the Part Name attribute highlighted, type Caster Assy in the Value field and press ENTER. With the Part Description field highlighted, type Project Caster Assy in the Value field and press ENTER. Choose OK.
1-45
Step 2:
Turn on the Assemblies application. Choose Application and toggle on the Assemblies option, if it is not already toggled on.
Choose the Trimetric icon Step 3:
Add an existing Fork component to the Caster Assembly.
Choose the Add Existing Component icon AssembliesComponentsAdd Existing...).
(or choose
1-46
MT14330
The Select Part dialog appears. Select the Choose Part File button.
This invokes the Part file name dialog.
Type 50* in the Part Number field and press ENTER. A list of all parts in the database that start with 50 appears.
1-47
Select 5001 Fork from the list and choose OK. A Warning appears. The part is stored in the database as a V17 part file. It is read-only and loading this file into Unigraphics NX has automatically modified the file to the Unigraphics NX version.
Choose OK to close the Warning dialog.
1-48
MT14330
The Add Existing Part dialog appears.
Choose Solid from the Reference Set pull-down menu. Leave the Positioning field set to Absolute and the Layer Options field set to Original. Choose OK. The Point Constructor dialog appears. Choose OK to accept the default XC=0, YC=0, ZC=0. The Fork part appears in the window. Choose Cancel on the Select Part dialog.
Choose the Fit
icon.
1-49
Step 4:
Add the existing Wheel component to the Caster Assembly. Choose the Add Existing Component icon AssembliesComponentsAdd Existing...). Select Choose Part File. Expand the Find list. (or choose
1-50
MT14330
Select the 5005 Wheel item.
Choose OK. A Warning dialog appears. The Part is stored in the database as a V17 part-file. It is Read-only and loading this file into Unigraphics NX has automatically modified the file to the Unigraphics NX version. Choose OK to close the Warning dialog. The Staging View appears in the Component Preview screen, along with the Add Existing Part dialog. Make sure the Reference Set is set to SOLID. Verify that Positioning is set to Absolute and Layer Options is set to Original. Choose OK. On the Point Constructor dialog, enter the following values: XC=2.5; YC=0; ZC=2.375. Notice the ZC value is a negative value. It is important to enter the ZC value as a negative. Choose OK.
Choose the Fit icon. The wheel geometry assembly is scaled to the screen size for easier viewing. Step 5: Add the existing component (Axle) to the Caster Assembly. The Select Part dialog should still be present.
Select the Choose Part File button. Expand the Find list. Select 5002 Axle and choose OK. Choose OK to dismiss the Warning dialog. Verify the Reference Set field is set to SOLID. Verify the Positioning field is set to Absolute and Layer Options is set to Original. Choose OK. On the Point Constructor dialog, enter the following values: XC=2.5; YC=1.625; ZC=2.375. Notice both the YC and ZC values are negative values. It is important to enter these values as negative. Choose OK. Step 6: Add the Spacer you created. The Select Part dialog should still be present.
Select Choose Part File. Select 5004_### Spacer from the My Parts folder and choose OK. The Add Existing Part dialog is displayed. Choose OK. On the Point Constructor dialog, press Reset to reset the following values: XC=0; YC=0; ZC=0. Choose OK.
Choose the Fit icon Step 7: Add the Shaft you created.
Select the Choose Part File button. Select 5003_### Shaft from the My Parts folder and choose OK. The Add Existing Part dialog is displayed. Choose OK to accept the defaults. On the Point Constructor dialog, enter the following values: XC=0; YC=0; ZC=.3125. Choose OK.
Choose the Fit icon Save the Part.

1-53
Choose OK to dismiss the Save Warning dialog.
1-54
MT14330
Creating Non-Master Data

In the Master Model process, the master geometry is the single defining dataset for the part. All other applications which use the part (Manufacturing, Drafting, etc.) do so by creating an assembly containing the master geometry as its only component. The NX Manager Unigraphics database logically organizes the master geometry with the other data created in this process. This is done through the use of manifestations and specifications. To do this, select the existing part number and Unigraphics NX populates the Part and Revision fields. If there are multiple revisions of the selected part, a revision selection can be made.
When the Part File Type selector is changed to specification, manifestation, or altrep a name can be entered into the Part File Name field. The name is used for the data being added to the Part. This name will be visible and selectable later from the Open Part File dialog. The naming convention for the Part File Name should be standardized within your company, like the Part Number is standardized.
1-55
Adding Master Geometry to the Non-Master Part When creating a non-master part, the Add Master toggle is available on the New Part File dialog. This toggle is not available when master is selected as the Part File Type.
The non-master Part File Type options are as follows: specification detailed methods, designs, processes and procedures used to satisfy requirements. The specification fully defines the Item Revision. The specification type is commonly used for drawings. manifestation non-defining "snapshots" of a particular aspect of an Item or Item Revision at a particular moment in time. The manifestation type is commonly used for Numerically-Controlled (NC) program files and drawings. altreps provide a convenient way to model alternative forms of components (i.e. deformed spring). An altrep is the only type of non-master part that can be added or created as a component in an assembly.
When the Add Master toggle is on, the master part file is automatically added as a component of your non-master part file.
1-56
MT14330
If you choose to have the master part automatically added to the non-master part, you are presented with the Add Master dialog. From this dialog, you can control several parameters of the master part file component added to the non-master part.
1-57
Activity: Create a Drawing

In this activity, you will create a drawing of the 5003_### Shaft part. You will be creating a manifestation from your master geometry. Step 1: Create the new drawing. Choose the New icon. Select the part for which you will create the drawing (5003_###/000). The Part Number and Part Revision fields are filled in automatically when you select the part. Choose manifestation in the Part File Type field.
You have now designated a non-master part file type. Notice that the Add Master part option is available. With this option toggled on, the master part is automatically added, as an assembly component, to the non-master part.
1-58
MT14330
Verify that the Add Master toggle is on (default). In the Part File Name field, enter DWG5003_###. Choose C-Size from the Seed Part pull-down menu. Choose OK. Choose OK to accept the defaults in the Edit Database Attributes dialog. The Add Master dialog displays. This dialog enables you to control a number of parameters of the component that is to be added to your non-master part.
Choose OK to accept the default values. The master geometry is now referenced in the drawing.
1-59
Step 2:
Enter the Drafting application. Choose the Drafting icon ApplicationDrafting...). (or choose
Step 3:
Place the drawing views. Choose the Add View to Drawing icon View View from the menu bar). The Add View dialog displays. (or choose Insert
1-60
MT14330
Choose the Import View icon
from the Add View dialog.
Choose TOP from the list of views on the Add View dialog. Place the cursor on the drawing screen where you want to position the Top view and left-click the mouse button. The Top view appears on the drawing, at the designated location. Choose TFR-TRI from the list of views on the Add View dialog. Place the cursor on the drawing screen where you want to position the TFR-TRI view and left-click the mouse button. The TFR-TRI view appears on the drawing, at the designated location.
1-61
Choose the Orthographic View dialog. Select Top as the Parent view.
icon from the Add View
Place the cursor on the drawing screen, below the Top view, and left-click the mouse button. The Orthographic view appears on the drawing, aligned with and below the top view. Choose Cancel to dismiss the Add View dialog.
Step 4:
Save and Close all parts. Choose the Save icon .
Choose FileCloseAll Parts. Choose Yes to close all parts.

Summary
This lesson introduced you to the integration of Unigraphics NX and Teamcenter Engineering otherwise known as NX Manager Unigraphics. The Part Selection dialog is a key part of the NX Manager Unigraphics system. The dialogs that display in NX Manager Unigraphics are similar in appearance to the standard Unigraphics NX dialogs, however, the NX Manager Unigraphics dialogs deal with part numbers and revisions instead of operating system file names. Unigraphics NX in NX Manager Unigraphics keeps Part Attributes synchronized between Unigraphics NX and the Teamcenter Engineering database.
1-63
Lesson
CAD Integration - Revising Existing Data
Purpose The purpose of this lesson is to demonstrate how to perform a Save As on existing parts in NX Manager Unigraphics. Objective Upon completion of this lesson, you will be able to: Use Save As to Create a New Part based on an existing Part. Use Save As to Create a New Revision of an Existing Part.
2-1
Using Save As
You can use FileSave As... to do two things: Create a new revision of an existing part.
Create a new part with a new part number.
Whether you create new parts or new part revisions is determined by your companys business rules.
2-2
MT14330
Save As to Create a New Part

The FileSave As... function in NX Manager Unigraphics provides an easy way to create a new part with a new part number. Your current work part can be either a master part file or a non-master part file. You can save a master dataset as a new part and you can save a non-master as a new non-master in an existing Item Revision. To save the current work part as a non-master part file, the (master) part revision must already exist. To save the work part as a master part file, you must specify a new Part Number and/or Part Revision. The new part is placed in the current default container. The Save As operation results in a new Item, Item Revision and Dataset(s) (datasets will be explained in a later chapter). When using the Save As function, the standard Part Selection dialog is displayed.
2-3
Dependent Files Each UGMASTER dataset may have other associated datasets. These associated datasets are called Dependent files or Named References and may include tif, gif and cgm files. If there are dependent files associated with a master part file, the Copy Files for Part dialog displays when you use the Save As command to create a new master part file.
The Copy Files for Part dialog allows you to choose whether to copy the associated dependent files across to the new part number/revision.
2-4
MT14330
Activity: Save As to Create New Part

In this activity, you will make a copy of the existing 5000_### Caster Assembly (with your new parts added) to a new Caster Assembly. Step 1: Open the existing 5000_###/000 Caster Assembly. Choose the Open icon. Expand the My Parts folder, if necessary. Select the 5000_### Caster Assy Item and choose OK. The geometry for the existing Caster Assembly displays in the graphics window. Step 2: Use Save As to create the new Caster Assembly. Choose FileSave As...
2-5
The Save Part File As dialog displays.
Verify that the My Parts folder is the default container. Leave the Part Type field set to Item. Enter the new Part Number 5100_###, where ### denotes a number designated by your instructor. Enter 000 in the Part Revision field. Leave the Part File Type field set to master. Choose OK on the Save Part File As dialog.
2-6
MT14330
The Edit Database Attributes dialog displays.
Verify that the Part Name attribute is set to Caster Assy. Highlight the Part Description attribute and enter New Caster Assy in the Value field. Press the ENTER key. Choose OK on the Edit Database Attributes dialog. You have just created a new caster assembly item, 5100_###/000 Caster Assy.
2-7
Step 3:
View the Assembly Navigator. Choose the Assembly Navigator icon of the assembly. to see the components
Select the push-button to keep it open (pin it in place).
Step 4:
Swap out the existing 5001 Fork for the 5006 Fork. In the Assembly Navigator window, right-click on 5001 Fork and choose ClosePart.
2-8
MT14330
Still in the Assembly Navigator, right-click the previous 5001 node and choose OpenComponent As.... The Select Part dialog displays. Select the Choose Part File button. Type 5006 in the Part Number field and press Enter. Select 5006 Fork from the Find list and choose OK. Choose OK to dismiss the Warning dialog. The 5001 Fork is replaced by the 5006 Fork in the new assembly.
2-9
Step 5:
Save and Close the Assembly. Choose FileCloseSave and Close. Choose OK on the Save Warning dialog.
Step 6:
Choose Open and observe that the 5100 has been added to the My Parts folder.
2-10
MT14330
Activity: Save As to Create a new Part Revision

In this activity, you will make a new revision of your new 5004_###/000 Spacer part. Step 1: Open the existing 5004_###/000 Spacer. Expand the My Parts folder, if necessary. Select the 5004 part and choose OK. The Part is loaded in the graphics window. Step 2: Use Save As to create the new Spacer Revision. Choose FileSave As....
2-11
Click the Assign button for the Part Revision field. The Part Revision field is updated to 001. Choose OK. The Edit Database Attributes dialog displays. Choose OK. The new Part Revision is created.
Choose the Open icon and expand My Parts.
2-12
MT14330
Expand the 5004_### Item to see the new Revision.
Choose Cancel on the Open Part File dialog. Step 3: Close All Parts. Choose Yes on the Close All Parts warning dialog.
2-13
SaveAs Non-Master Part Files dialog

The SaveAs Non-Master Part Files dialog is incorporated into the Save As sequence in the following situation: Your current work part is a master part file, and your current work part has one or more non-master part files (drawings, manufacturing data, etc.) belonging to it, and you intend to save the current work part as a master part file with a new part number and/or a new part revision.
The Non-Master part files section of the dialog pertains to the non-master part files associated with the part. Using the Non-Master part files section of the form you can: Select, from the list of associated non-master part files, the specific non-master part files you want saved with the new master part. Choose the SaveAs All button to save all of the non-master part files with the new master part. Choose the SaveAs None button to prevent the non-master part files from being saved with the new master part.
An Item Revision can contain a UGMASTER dataset and as many non-master datasets as you wish (for example, drawings, manufacturing, scenario, and altreps). Each of the datasets may have other files inside of them. These are called Dependent files or Named References (for example, tif, gif and cgm files). The SaveAs Non-Master part files dialog allows you to copy the associated non-master and dependent files across to the new part number/revision.
The Options for Dependent Files section of the dialog pertains to the dependent files associated with the non-master part files that are related to the new master part. Using this section of the dialog you can indicate whether you want to select which dependent files to copy, copy all, or copy none of the associated dependent files.
2-15
Activity: Save As that includes Non-Master Data

In this activity, you will make a new Item (5005-Wheel) that includes non-Master data. Step 1: Open the existing 5005 Wheel. Choose the Open icon. Type 5005 in the Part Number field and press ENTER.
Expand the 5005 Item and Item Revision.
2-16
MT14330
Notice the Item Revision contains two files.
Select the 5005-000 master from the Find list and choose OK. Choose OK to dismiss the Warning dialog. Close the Information window. Step 2: Use SaveAs to create the new Wheel. Choose FileSave As....
2-17
Verify the My Parts folder is the default container. Ensure that the Part Type field is set to Item. Enter 5555_### in the Part Number field, where ### denotes a number designated by your instructor. Enter 000 in the Part Revision field. Ensure that the Part File Type field is set to master. Choose OK on the Save Part File As dialog. The Edit Database Attributes dialog displays. Choose OK on the Edit Database Attributes dialog. The SaveAs Non-Master part files dialog displays.
2-18
MT14330
Choose OK. Close the Information window. You have just created a new 5555_###/000 Wheel with the non-Master data. Choose the Open icon and expand the My Parts folder. Expand the 5555_### Item and Item Revision.
Notice that the name of the DWG file did update. Automatic name change for non-master files is implemented using the DATASET_saveas_pattern preference in the IMAN_DATA/.iman_env file. Choose Cancel on the Open Part file dialog.
2-19
Step 3:
Exit NX Manager Unigraphics. Choose FileExit. Choose Yes.
Step 4:
Exit Portal. Choose FileExit. Choose Yes. Close any command windows that are open.
2-20
MT14330
Summary
The FileSaveAs... function provides an easy way to create a new part from an existing part. You can do a Save As to create a new part. You can do a Save As to create a new revision of an existing part. If a master part contains non-master part files, you can revision the master and non-master part files in a single Save As operation.
2-21
Lesson
The Teamcenter Engineering Portal Interface
Purpose The purpose of this lesson is to show you the basics of using the Teamcenter Engineering Portal interface. Objective Upon completion of this lesson, you will be able to: Start Teamcenter Engineering Identify Key Areas of the Portal Interface View and Change Group and Role Settings Modify Properties Columns in Navigator Access Online Help for Teamcenter Engineering Work with Folders Execute General Database Searches Modify Object References using Cut, Copy, Append, and Paste
3-1
Starting the Teamcenter Engineering Portal Interface

When you initially start Teamcenter Engineering, the Default Application window displays.
Application icons display along the left border of the startup window. This section of the window is referred to as the Application Manager. At initial startup, My Navigator is the only application icon displayed in the Application Manager.
3-2
MT14330
You can choose the More... button to access a list of other applications licensed at your site.
To add application icons to the Application Manager, select the application icon from this list.
3-3
Teamcenter Engineering Application Startup

Selecting an application icon from the Application Manager initiates the login dialog.
Red triangles indicate required fields. The Database field displays the database you will connect to in this session. Enter the required data and choose OK to start a Portal session that uses the selected database.
Key Points The following are key points on starting Teamcenter Engineering Portal Interface and Applications: The Portal user interface is a stand-alone program. This means that you can launch the user interface without logging in. When you initially start up Teamcenter Engineering, no applications are selected. When you select an application, you are presented with a login prompt. As you select applications, the applications get loaded into memory.
3-4
MT14330
Activity: Starting Teamcenter Engineering

In this activity, you will start Teamcenter Engineering. Step 1: Start Teamcenter Engineering. Your instructor will give you specific instructions for launching Portal. Upon launching Portal, the Default Application window displays.
Step 2:
Start My Navigator. Choose the My Navigator icon in the Application Manager. The first time you select an Application from the Application Manager, you are presented with the Login dialog.
3-5
Step 3:
Enter your User ID and Password. In the Log in dialog, enter your User ID and Password and choose Login.
3-6
MT14330
The My Navigator window displays.
3-7
Application Manager
The following applications, if licensed at your site, can be launched from the Application Manager:
My Navigator is the workspace used to manage your product information. PSE, the acronym for Product Structure Editor, is used to view, create, and modify product structure and its associated occurrence data. CM Viewer, is used for change management to propose, modify, review, and approve changes to a products definition or configuration. Classification is used to create and maintain a hierarchical classification structure based on the attribute values of your Teamcenter Engineering objects. Process Viewer is used to view the progress of any Workflow process (even if you are not a participating member of the process). Referencers supports the combined Where-Used and Where Referenced functions, enabling you to perform either function in the same display.
3-8
MT14330
DesignContext enables you to quickly focus on a particular work part and any other parts affected within the context of a change to that part. Use this application to select a Product Item and configure revisions of components, configure variants of the assembly, review the set of components, retrieve the components, and initialize their display in a CAD application or a visualization application.
3-9
Selecting Applications
There are two ways to select applications in Portal: choosing the application icon from the Application Manager using the Send To command on the pop-up menu
Using the Application Manager Use the Application Manager to launch the applications that you want to run in a session. Click the icon of the application that you wish to launch.
The application icons are organized and displayed by product group. The Engineering group of application icons, shown in the graphic, provide access to the PDM user applications in Teamcenter Engineering. Choose Manufacturing to access the applications icons for the Teamcenter Manufacturing product. Choose Admin to access to the Administration applications icons. Choose Utilities to access the product utilities.
3-10
MT14330
Using the Send To Command You can also launch an application using the Send To command on the pop-up menu. For example, selecting an Item or Item Revision and selecting Send ToPSE launches the PSE application.
3-11
Logging Out of Teamcenter Engineering (Portal)

To log off from Teamcenter Engineering, choose FileExit and confirm the Exit dialog.
3-12
MT14330
My Navigator Overview
My Navigator is your window into the database. Following is a graphic of the standard Teamcenter Engineering My Navigator interface.
Use My Navigator to: Organize your product information Create objects, perform check-in/check-out (CICO), task management, and query execution Store references to objects you access frequently Perform and track tasks in your Inbox Send and receive Teamcenter Engineering mail Conduct searches Create and manage data
3-13
Portal Lite for NX Manager Products

A restricted version of Portal is available for some NX Manager products, including NX Manager Unigraphics and NX Manager I-deas. This restricted version of the Portal interface is referred to as Portal Lite. In Portal Lite, My Navigator is the only application available and several of the standard My Navigator menu bar options are disabled. Portal Lite is suitable for use as a CAD data management tool and can be used to organize, store, retrieve, and version product data.
The My Navigator functionality available in Portal Lite is a subset of the more comprehensive My Navigator functionality taught in this course.
3-14
MT14330
Folder Object Behavior

The folder icon toggles between a closed and open state. Double-click on a
folder (or click the + sign) to open it. Selecting an object folder and choosing FileOpen displays the selected folder as a tab in the My Navigator display.
The My Parts folder contains two Items. You can return to your Home folder by clicking the Open Home Folder icon .
3-15
My Navigator Tabs
My Navigator displays tabbed sheets to provide easy access to the objects, queries, and tools used to manage your product data. There are two levels of tabs. The following graphic shows an example of the first level of tabs in My Navigator:
You control which tabs display in the first level of tabs. These tabs may include: Your Home folder Folders, Items, or Item Revisions you have opened using the File Open command Open Queries you have executed in this or previous sessions Your open Inbox Key Points Following are key points related to the first level tabs: Once a tab is displayed, it will remain displayed until you close it. The Home folder tab allows you to access the contents of your Home folder. Query tabs display the results of a query. The red circle with a white dash indicates that the query has not been run in the current session. This tab can be repositioned or closed. You can right-click a query tab to display, reposition and rename the tabs to best support the task you are performing. Item/Item Revision tab allows you to access an open Item or Item Revision.
3-16
MT14330
The following graphic shows the second level of tabs in My Navigor:
These tabs are static and provide access to information about the selected object. Key Points Following are key points related to the second level tabs: The Properties tab displays the properties table corresponding to the selected object. The Viewer tab launches the Portal Visualization application used to view the 2D or 3D format of selected objects. You can also view graphics for DirectModel datasets. If you select multiple components to view, each component displays in a separate cell. If the component has an associated viewer, the image file displays. If there is no associated viewer, the cell for that component contains the name and type of the component. If there is no associated viewer for a selected component, such as a Folder or an Engineering Change, a generic viewer displays the properties of the selected component. In some cases, properties of the file can be edited. The Referencers tab displays the same window that displays when you access the Referencers application. In this tab, you can view the Where Referenced and Where Used relationships for the selected object. The Display Data tab becomes active upon successful execution of a query. Properties of the objects in the search results can be viewed in the Display Data tab.
3-17
Group and Role Settings

Your account has been set up by your system administrator. The account consists of the following: Person Name: Your actual name User Name: Your Teamcenter Engineering account name Your system administrator has also set up the necessary Groups in the software. A User may be in multiple groups. One group is designated as your default group. Inside a Group, you (as a User) can perform multiple Roles.
Take for example, the person Joan Wayne. The User account for this person is jwayne. Joan is in two groups, baseline (default group) and training. Inside the baseline group, Joan performs the role Instructor. Inside the training group, Joan performs the roles Author and Consumer. The User Name, Group, and Role for the logged in user displays in the My Navigator window frame. The following graphic shows an example of the user information displayed in the My Navigator window frame:
3-18
MT14330
Why have Users, Groups, and Roles? There are several reasons why using different groups and roles is beneficial: manage data access privileges (Read, Write, and Delete) define and control review/approve processes improve communication by providing information about users, such as phone numbers and email addresses organize data according to which group created it
Verifying/Changing your Group and Role Setting Changing your Group or Role may be required for you to find or access data in the system. Typically you will be working from your default group and your data will be created with that group. Choosing EditUser Setting... displays the User Settings dialog.
From the User Settings dialog, choose Session to verify and/or change your current Group/Role setting. Select your desired Group and Role from the pull-down menus and then choose OK.
3-19
Project Members Teamcenter Engineering sites can control access to objects by multiple organizations such as project teams, development teams, suppliers, and customers through use of Projects. Access to objects in projects is controlled on a project by project basis, thereby adding an additional level of data security. Viewing and creating objects in projects is restricted to the members specifically assigned to the project. Members are assigned to a project by the Project Administrator or Project Team Administrator for the project. Individual users and entire groups can be assigned to a project. The roles assigned to the individual user and group members carry over into the projects to which they are assigned.
The access team members have to objects in the project depends on the team member type to which they are assigned. All team members have read access but only Privileged Team Members can add, modify, or delete objects in the project. The check mark next to Wayne, Joan (waynetr), shown in the Selected Members panel of the Member Selection dialog, indicates that the user waynetr is assigned as a privileged team member. Creating projects and assigning team members is an administrative function taught in the Teamcenter Engineering Application Administration course.
3-20
MT14330
Activity: My Navigator Overview

In this activity, you will familiarize yourself with the My Navigator application. Step 1: Familiarize yourself with My Navigator application. Select each pull-down menu and view the various options. Move your mouse over various icons on the Toolbar. Where is the Clipboard Step 2: Go to your Newstuff Folder. Select the Newstuff folder and choose Open . ? Is it empty?
The Newstuff folder is opened and displayed on a new tab. There is nothing in your Newstuff folder at this point.
Position your cursor on the tab, right-click and choose Move ToLeft to move the Newstuff tab to the left. Position your cursor on the tab, right-click and choose Move ToRight to move the Newstuff tab to the right. Open the Inbox .
Return to the Home folder. Right-click on the Newstuff folder and send the folder to the Referencers application.
3-21
Return to My Navigator. Verify the Access on the Newstuff folder by looking at the Information center. You can view the protections at a glance using the Information Center in the lower right corner of the My Navigator window.
Select the Newstuff folder and choose the Copy icon
Left-click the Clipboard button to view the Clipboard contents .
Close the Clipboard Contents window. Move your cursor over the tab bar, right-click and choose Close All to close all open tabs.
Step 3:
Return to your Home folder. Select the Open Home Folder icon.
3-22
MT14330
Step 4:
View your Group and Role Setting. Choose EditUser Setting... Choose Session. Verify your group and role.
Do not change your group or role at this time. Choose Cancel.
3-23
Modifying Properties Columns in My Navigator

You can modify the Properties columns in My Navigator by: sorting columns changing the column width removing/inserting columns clicking a column header and dragging it to a new location
You can also sort the rows in the Properties tab by column contents and print the contents of the Properties tab in table format.
It is a good practice to leave the Object and Type columns as the first and second columns in the Properties table. Also, display only the column options you view/change frequently. The more columns you display, the longer it takes to expand the folders and items.
3-24
MT14330
Adding Columns to the Properties Table To add folder properties to the Properties table, right-click on a column header and select Insert Columns from the pop-up menu.
The Insert Columns dialog appears. When inserting columns, choose either Item or Folder.
Choose Folder from the Insert Columns list and choose Next. Highlight the desired properties and click the + sign.
3-25
Choose Finish and Close when you are done selecting columns. The dialog is dismissed, and the columns corresponding to the selected properties are displayed in the table.
3-26
MT14330
Activity: Modifying Properties Columns in Navigator

In this activity, you will modify the Properties columns in My Navigator application. Step 1: Add the columns for Date Released and Description to the right of the Release Status column. In the Properties table, scroll to the right to locate the Release Status column. Right-click the Release Status heading and choose + Insert column(s) from the Table Function Menu.
The Insert Columns dialog appears.
3-27
Choose Folder then Next. Highlight the Date Released and Description properties (using the Ctrl key).
Click the + sign.
Choose Finish.
3-28
MT14330
Choose Close. The Description and Date Released columns appear in the Properties table.
Left-click on the Date Released column heading, drag the column to the right of the Release Status column. Left-click on the Description column heading, drag the column to the right of the Date Released column.
Step 2:
Change the size of the some of the properties columns (making them bigger or smaller) by dragging the sash bars.
3-29
3-30
MT14330
Using Online Help

Teamcenter Engineering provides an extensive online help system which is referred to as the "Online Help Collection." Choosing HelpHelpHelp Library from the Navigator menu bar displays access to the entire help collection.
You can choose a link to the documentation of interest from this screen. To locate help on specific topics or terms, you can access the search functionality by choosing the Search icon .
3-31
Choosing HelpHelpCurrent Application from the Navigator menu bar displays help for the current application.
You can navigate to a help topic by choosing a link from the Contents panel or choosing a term from the Index panel. To locate documentation on specific topics or terms, you can use the search functionality. Access the search functionality by choosing the Search icon or the Search tab.
3-32
MT14330
Working with Folders

Folders are used in Teamcenter Engineering to organize data. This section teaches the basics of how to work with folders.
What are Folders?

This is a typical Folder icon in Teamcenter Engineering: .
Folders can be used as a tool to organize both company-wide and individual user data. Your company may create a visual method of organizing data using folders. Data can be referenced by any number of folders. Folders can be nested to practically any extent desired. A folder in Teamcenter Engineering is not the same as a directory in the operating system.
3-33
Home, Newstuff and Mailbox Folders

The My Navigator application always contains the three default folders: Home, Mailbox, and Newstuff. These folders are automatically created by the system and cannot be moved or deleted.
Home Folder All objects you wish to access with the My Navigator application are placed within your Home folder or within some folder structure beneath the Home folder. Mailbox Folder The Mailbox folder is the receiving point for any Teamcenter Engineering mail that has been sent to you. When you receive new Teamcenter Engineering mail, you will see an envelope display next to the Clipboard. After expanding your Mailbox and reviewing your message(s), the envelope indicator disappears.
Newstuff Folder The Newstuff folder is the default folder for newly created database objects. You can designate other folders as the default location for newly created database objects.
3-34
MT14330
Folder Object Behavior

The Folder icon toggles between a closed and open state. To expand or collapse a folder, choose the + or - symbol next to the Folder icon.
You can also double-click on the Folder icon to expand/collapse it.
Selecting a folder and choosing the Open icon (or FileOpen) opens a new My Navigator tab with that folder expanded at the top level. For example, select the My Parts folder and choose the Open icon to display a My Navigator window with the My Parts folder at the top level.
You can return to your Home folder by clicking the Open Home Folder icon.
The Home folder tab is now the top level folder in the My Navigator window.
3-35
Creating Folders
Folders are a flexible way to organize your product information. An object folder can contain other objects and/or other folders. Choose FileNewFolder... to create a new folder.
Key Points Key points about the New Folder dialog include the following: A red triangle indicates a required field. Enter a short descriptive name in the Name field. The limit is 32 ASCII characters. You can enter a general text description of up to 240 characters. This field is optional.
Setting the Type to Folder folders.
is recommended for general purpose
3-36
MT14330
Renaming Folders
To change the name of the folders you create, select the folder and choose ViewProperties... This displays the Properties dialog for the selected folder.
From the Folder Properties dialog box, you can enter a new Name and/or Description for the folder, if desired.
Moving Folders
You can reorder the object folders in your Home folder structure by moving them up or down.
Selecting an object folder and choosing EditMoveUp moves that folder up (closer to the top-level folder) in the My Navigator object area. Conversely, selecting an object folder and choosing EditMoveDown moves that folder down in the My Navigator object area.
Deleting Folders
To delete a folder, choose the folder and choose the Delete confirmation dialog displays so you can confirm the deletion. icon. A
Choose Yes if you want to delete the folder. When deleting a folder, the contents of the folder are not deleted. The folder contents remain in the database and can be located and retrieved using the Search feature in My Navigator.
Printing Folders
Printing a folder prints the folder name and a listing of the folder contents. To print a folder, select the folder and choose FilePrint or FilePrint....
3-38
MT14330
Performing a General Query

You can use the My Navigator search feature to locate PDM data in the database. Teamcenter Engineering uses predefined query forms as templates for entering your search criteria. These query forms provide a fast, form-based interface to locate the desired data. Using the General... query form, you can search the database for many different types of workspace objects (for example, folders or datasets). To perform a general query, first choose the Search icon.
Next, select the General... query option from the Select a Query pull-down menu.
3-39
The General... query form displays.
If necessary, click More... to display all fields on the General query form. The following list describes the fields on the General query form that are used most often in performing a search: Name: Allows you to search for a particular object in the database based on its name property. If you do not know the exact folder name for which you are searching, you may use a wildcard character (*) or period (.) in the Name field to broaden the search. Use an asterisk (*) to replace a string of any length. Use a period (.) to replace one character. Description: Allows you to search for a particular object in the database using extra descriptors that may have been defined by the objects creator. Type: Allows you to selectively choose the type of object you are looking for.
3-40
MT14330
Owning User and Owning Group: If you know the Owning User or Owning Group, select them from the pull-down menu. Otherwise, leave these fields blank to search for an object that is not owned by you. .
To clear the contents of the query form fields, choose the Clear icon
Example: Finding a Folder Suppose you want to search for a Folder that is not owned by you. You know the Folder name starts with orient but you are not sure of the entire name. Choose the Search icon. Choose General... from the query pull-down list. Choose the Clear this query form and Owning Group fields. Set Type to Folder. icon to clear the Owning User
Enter the search criteria (Name = orient*). Choose the Execute this query icon.
The search results are displayed on a new tab in My Navigator. The name on the query tab matches the name of the query form that you used. A number is added to the name of the query tab so if multiple queries are run using the same form, you can differentiate between query results.
You can expand the Orientation folder to view its contents or copy/paste a reference to the data into your Home folder.
Typically, you will perform a search to locate data and then transfer the object to another application to begin your work. Renaming Search Results Since multiple query components can be open simultaneously in your My Navigator window, you may want to rename the query tabs to make your workspace easier to use. Right-click on the search results tab and choose Rename. This brings up a Rename dialog.
Enter the desired name for your query, such as Find Orientation, and choose OK. Display Data The Display Data tab becomes active upon successful execution of a query.
Properties of the objects in the search results can be viewed in the Display Data tab based on the Property Format Finder (PFF) you can select from the Select Property Formatter pull-down list.
Property Format Finders are also used in generating reports. The procedure for defining a PFF is taught in the Teamcenter Engineering Application Administration course.
Key Points Following are some key points about search results: Dynamic display allows you to work with objects in the search results window. Active search results tabs are maintained between sessions. Multiple results tabs can be displayed in My Navigator. Search results can be compared to other search results or to the contents of your Home folder. Search results can be renamed, saved, or printed. The Display Data tab can be used to view additional data related to the objects in the search results.
3-43
Refreshing the Query Form Query results tabs are retained in your My Navigator window from session to session. However, when you begin working in a new session, it is necessary to refresh the queries to update the results. If a query has not been executed in the current session, a red circle containing a white dash is displayed on the query tab .
To refresh a query in a new session, simply click the query tab. To refresh a query subsequent times during a session choose the Refresh icon or right-click the query tab and select Refresh from the pop-up menu.
3-44
MT14330
Activity: Finding and Working with Folders

In this activity, you will use the Search tool to find the Orientation folder. Step 1: Find the Orientation folder. Choose the Search icon .
This brings up the Search window. Choose General... from the Select a Query pull-down list.
The General query form displays.
If necessary, click More... to display all fields on the General query form.
3-45
Choose the Clear this query form icon to clear the default Owning User and Owning Group settings. Enter orient* in the Name field. From the Type drop-down list, scroll down the list and select Folder. You may need to stretch the Search window to access the Type pull-down. Once you have entered all the information for your query, choose the Execute this query icon .
The search results are displayed in a new tab. The name on the query tab matches the name of the query form you used.
3-46
MT14330
Step 2:
Rename the query results tab. You can rename the query results tab to help you remember the details of the search. Right click on the search results tab and choose Rename. This brings up a Rename window.
3-47
Enter the desired name for your query: Folder, Orient*. Choose OK. This name appears on the tab in the My Navigator window.
Step 3:
Practice expanding and collapsing the Orientation, Company Standards, Site Projects, and Templates folders in the search results window to see the contents of each. If you need to frequently access the contents of one of these folders in the future, you could copy and paste a reference to it in your Home folder.
Step 4:
Close the Search window by clicking the Search icon to deselect the function. Or, click the small x in the upper right corner of the Search window to close the window.
Step 5:
Create a new folder called My Folder in your Home folder. Return to your Home folder by clicking the Home tab or by choosing the Open Home folder icon. Select/highlight the Home folder and choose FileNewFolder...
3-48
MT14330
Select Folder as the Folder Type.
Choose the More... link to display the list folder types.
Enter the folder Name My Folder. Leave the description field blank. Choose OK. The folder appears in your Home folder. Step 6: Rename the new Folder you created. Select your new folder and choose ViewProperties.... The Folder Properties dialog for the selected folder displays.
Scroll down through the list of properties and change the Name from My Folder to Items and choose OK.
3-49
Step 7:
Practice using the EditMove commands to move folders up or down in the folder structure. Close all tabs by right-clicking on a tab (such as the Home tab) and choosing Close All. Go to your Home folder.
Step 8:
Step 9:
3-50
MT14330
Activity: Test your Skills

Use the concepts presented in this section to do the following. Step 1: In your Newstuff folder, create a folder named My Other Folder with a description of Test your Skills. Change the Description for My Other Folder to Training. How many folders in the database have the description of Training?
Step 2: Step 3:
_________________________________________
3-51
Referencing Database Objects

While it appears that object folders "contain" other objects (because that is what you see) the folders actually contain pointers or references to the objects. The distinction is subtle but very important. Several folders can contain references to the same object, however, that object is only stored once in the Teamcenter Engineering database. Therefore, these folders provide pointers to the same product information and allow product information to be shared throughout your enterprise without having to make multiple physical copies of the data.
3-52
MT14330
Using Cut, Copy, Paste, and Append

To modify an object reference, you can select the desired object and use the Cut, Copy, and Paste icons. The Append toggle can be used to retain the existing objects in the Clipboard while adding to the Clipboard contents using the Cut and Copy commands.
Key Points Following are key points about the cut, copy, paste, and append functions: These are "clipboard" commands which means that they place information on the Clipboard (via cut or copy) and "paste" it to another location. These commands affect only the references to objects stored in the database; they do not cut, copy and paste actual objects. Cut takes the objects reference out of the folder and puts it on the Clipboard. It does not delete an object from the database. Any existing objects in the Clipboard are overwritten by the cut objects. To actually delete an object from the database, use the Delete command. Copy puts a new reference to the object on the Clipboard; the original reference to the object remains in the folder. Any existing objects in the Clipboard are overwritten by the copied objects.
3-53
Toggle on Append to add the selected objects to the Clipboard contents. The existing objects in the Clipboard are retained.
The Append toggle is located on the Clipboard pop-up menu. The Clipboard pop-up menu can be accessed by right-clicking the Clipboard button when the Clipboard contains one or more objects.
The pop-up menu is not available when the Clipboard is empty. Paste places a reference to the object or objects that are in the Clipboard into the selected folders. The object reference is not taken off the Clipboard, so you can perform multiple Paste operations. To highlight multiple objects, you can hold down the Shift key to select objects in a range or the Ctrl key to select objects in a discontinuous range.
3-54
MT14330
Activity: Modifying Object References

In this activity, you will use the Copy and Paste actions to place the 6505 Racing Skate folder into your Home folder. Step 1: Find the 6505 Racing Skate Folder. Choose the Search icon. If necessary, select General... from the query drop-down list. Choose the Clear this query form icon. In the Name field, enter 6505*. Change Type to Folder. Choose the Execute this query icon .
The search results are displayed in a new tab.
Close the Search window by choosing the Search icon. Step 2: Copy and Paste the 6505 Racing Skate folder into your Items folder. Highlight the 6505 Racing Skate folder from the Search results. Choose the Copy icon (or EditCopy).
Select the Open Home Folder button (or the Home folder tab) to return to your Home folder.
3-55
Highlight the Items folder and choose the Paste icon (or EditPaste).
Step 3:
Expand the 6505 Racing Skate folder to view its contents. Click the + sign to expand the 6505 Racing Skate folder to view its contents.
3-56
MT14330
Activity: Test Your Skills

Use the concepts presented in this section to do the following. Step 1: Find the Folder named Consumer Class and paste a reference into your Newstuff folder. How many Consumer Class folders exist in the database?
Step 2:
_________________________________________
3-57
Summary
The Portal framework can be used as an enterprise desktop to other related applications used within an organization. My Navigator is your window into the database. The folder icon toggles between a closed and open state. Double-click on a folder to open or close them. To return to your Home folder, select the Open Home Folder icon. You can modify the Properties column in the Navigator application by Removing/Inserting columns or by clicking a column header and dragging it to a new location. Display only the column options you view/change frequently. Changing your Group or Role may be required for you to find or access data in the system. Choose EditUser Settings and choose Session to verify and/or change your current Group/Role setting. Use My Navigator to store references to objects you access frequently. My Navigator will always contain the three default folders: Home, Mailbox, and Newstuff. To find an existing folder, choose Search and perform a General query with the Type set to Folder. Be sure to clear the Owning User and Owning Group fields if the folder is not owned by you. To change the Name of a Folder, select the folder and choose ViewProperties..., then enter a new Name and choose OK. To delete a folder, select the folder and choose EditDelete. When you delete a folder, the folder contents are not deleted. For data that you need to access frequently, you should copy/paste a reference to it in your Home folder.
3-58
MT14330
The Cut, Copy and Paste commands only cut, copy, and paste references to objects stored in the database; they do not cut, copy and paste actual objects. Toggle on Append to add objects to the Clipboard (using the Cut or Copy command) without overwriting the existing contents of the Clipboard. To highlight multiple objects, you can hold down the Shift key to select objects in a range or the Ctrl key to select objects in a discontinuous range.
3-59
Lesson
Finding and Viewing Data
Purpose The purpose of this lesson is to demonstrate how to find and view data in the Teamcenter Engineering Portal interface. Objective Upon completion of this lesson, you will be able to: Execute searches to find Item objects. View File and Form data associated with Items. Set the Item Display option to filter the Item Revisions display. Generate Reports.
4-1
What are Items?

Items are the fundamental objects used to manage information in Teamcenter Engineering. Items are generally used for data that is configuration or revision-controlled. Items are used to collect a variety of different types of business data - from CAD files for products, to document files such as specifications and reports. Each Item has a label containing two separate pieces of information: Item ID - a unique identifier for that Item; no two Items can have the same Item ID. Generally you can think of Item ID as "Part Number" or "Document Number." In the example graphic, 1503 is the Item ID. Item Name - a short description usually for logical names like Bolt, Bracket or the title of a document. In the example graphic, Wheel is the Item Name. Company standards dictate conventions for the Item IDs and Item Names used at your site.
Key Points Following are some key points related to Items: An Item can be thought of as a "package" which contains all data related to that Item. Each Item has at least one Item Revision. Items store all revisions of the Item.
4-2
MT14330
What are Item Types?

The term Item is used to generically describe all types of Items that exist in the system. To effectively search for an Item in the system, you should search for a specific Type of Item. The system comes with two generic Types of Items: Item - commonly used for data stored in the system that represents manufactured product like parts, sub assemblies, end-Items, and tools. Generally, you would search for this Type of Item to retrieve CAD files and other file representations of "part" data like 2D or 3D images of drawings or models or to view the Bill of Material for your product. Document - commonly used for data stored in the system that represents revision or configuration controlled documents like procurement specifications, test procedures, and design specifications. Generally you would search for this Type of Item to retrieve the files (word processor or spreadsheet, for example) associated with the type of document. Many customers define additional Item Types in their system. This allows for more specific categorization of data beyond the two Types described above. Base Teamcenter Engineering is shipped with more Types, in addition to Item and Document.
4-3
Finding Items
Teamcenter Engineering uses predefined saved queries as the basis for most searches. These saved queries provide a fast form-based interface to the database. Other queries can be made on an as-needed basis by your System Administrator. To search for items, choose the Search icon from the query pull-down list. and then select Item...
4-4
MT14330
This loads the Item... query form. Choose the More... link to see all fields on the form. The Item... query form includes search attributes not found on the General query form.
Enter a name in the Name field to search for a particular Item in the database based on its name. Enter an Item ID in the Item ID field to search for a particular Item in the database based on the part number or document number. The Type field allows you to search for an Item based on its type (for example, Document or Item). You can change the Type using the selector or the clear this field.
4-5
Special Considerations Blank search fields are not used for the search, meaning all values for the field apply in the search. You may use the wildcard character * in the Name or Item ID fields to broaden your searches. If you do not know the exact name or Part/ID number, use * to replace a string that is any length or use a period (.) to replace a single character.
You can click the Options... button to access additional search criteria and specifications. You can also use this option to define which predefined query forms are available of the search form pull-down list.
The Advanced... button allows access to advanced search criteria normally defined by the Teamcenter Engineering administrator.
4-6
MT14330
Search Results Once you have selected the desired search criteria, choose the Execute this query icon to display the results.
For example, entering 21* in the Item ID field on the Item... query form displays the following results.
4-7
Viewing Objects from the Search Results

Once you have found an Item, you can view the data from the search results or you can transfer the Item to another application to begin your work. For example, expanding the 2111 Item displays the Item Revision contents.
Viewing Objects From your Home Folder

Viewing the objects from your Home folder is the same as viewing from the Search results window. The difference is that objects in your Home folder will be there until you remove them. The advantage of keeping a reference to the object in your Home folder is that you will not have to perform the search to view the object at a later time. Since the Search results may be different a day from now or a month from now, you may want to retain the search results tab. You can access it during a later session to refresh the search.
4-8
MT14330
Activity: Finding Items

In this activity, you will find Items and create references to them in your Home folder. Step 1: Find the 1250 Axle Item. Choose the Search icon. Choose Item... from the query list. Choose Clear this query form In the Item ID field, enter 1250. Choose Execute this query . .
Step 2:
Copy a Reference to the 1250-Axle Item into your Home folder. Highlight the 1250-Axle Item in the search results window and choose Copy. Paste the 1250 Axle into your Home folder.
Step 3:
Find all Items for Wheel components. In the Search window, choose Clear this query form In the Name field, enter wheel. Choose Execute this query . .
Many Items are found in the database that have the Name property of wheel.
4-9
Step 4:
Rename the search results to Find Wheel. Right-click on the query tab and rename the query tab to Find Wheel.
Step 5:
Copy a Reference to the 1503-Wheel Item into your Home folder. Highlight the 1503-Wheel Item in the search results window and choose Copy. Return to your Home folder in My Navigator and choose Paste.
Step 6:
Find all Items with a name that begins with Wheel. On the Item... query form, enter wheel* in the Name field.
4-10
MT14330
Choose the Execute this query icon
More Items are found this time because of the wildcard character in the Name field. To enhance performance, a maximum of thirty (30) objects displays in the search results. The search page indicates if there are more objects that met your search criteria, giving you an opportunity to load them.
Click the Next Page button to see the remaining list of Items.
Step 7: Step 8:
Rename the Search Results to Find Wheel*. Find the Item ID = BBDS5453
Step 9:
Copy a Reference to the BBDS5453 Document into your Home folder.
4-11
Comparing Search Results

You can compare the results of one search to those of another search. Suppose you wish to compare the results of the following two queries: Item ID=15* Item ID=*15*
First, execute a search using Item ID=15*. Consider renaming the Search results to Find 15*.
Then, execute a search using Item ID=*15*. Consider renaming the search results to Find *15*.
4-12
MT14330
Right-click on either tab and choose the Compare To menu to to select the other tab.
The Compare Report dialog displays the contents of the selected components. Differences between the selected components are highlighted in green, identical objects have a transparent background, and the object currently selected is highlighted in a different color.
You can use the arrows to click through each difference, one at a time.
4-13
Activity: Comparing Search Results

In this activity, you will compare the results of two searches. Step 1: Compare the results of the Find Wheel and Find Wheel* searches. Right-click on the Find Wheel tab and choose Compare ToFind Wheel*.
The Compare Report displays.
Click the right arrow to scroll down the list of differences, one at a time. Close the Compare Report dialog.
4-14
MT14330
Viewing the Contents of Items

Viewing data in Teamcenter Engineering is a one-stop-shopping approach. The Item of interest is found with a query and then any data about the Item is viewed from within the Item. When you expand an Item, all Revisions belonging to the Item are displayed.
The 1503 Wheel has three Item Revisions: 000, 001 and 002. The Flag symbols next to the 000 and 001 Item Revisions indicate that these Item Revisions have a Release Status. The In-Process symbol indicates that the 1503/001 Item Revision is currently in a Workflow process. The absence of a symbol indicates working data.
4-15
Item Revisions
Item Revisions are used to manage changes (revisions) to Items.
Item Revision labels are similar to Item labels. The main difference is that this label shows a revision identifier appended to the Item ID.
Key Points An Item Revision can also be thought of as a "package" which contains data for that Item Revision. Item Revisions are what most users commonly access; they are used to manage changes and track history. When an Item is created, the first Item Revision is automatically created with it. As future revision changes are made to the Item, additional Item Revision objects will represent these revision changes in Teamcenter Engineering.
4-16
MT14330
Item Revision Release Status

When viewing the revisions of an Item in Teamcenter Engineering, you should always observe the "Release Status" of the Item Revision. The Release Status property of the object informs you about the function or purpose of the data.
The following list shows possible values for Release Status. This list is an example developed for this training material. Your company may have a different list of possible Release Status values with different meanings. Released - Data stored with Item Revisions that have obtained this status are considered "Production" data. The data is in a "write-protected" mode meaning it cannot be changed unless a new revision letter is created. Pre-Released - Data stored with Item Revisions that have obtained this status are also in a write-protected mode and cannot be changed unless a new revision letter is created. However, the data is not intended for Production use. The Designer or Engineer can arbitrarily apply this status to freeze the data for use for building prototypes or for providing preliminary data to customers and suppliers. ECPending - Data stored with Item Revisions that have obtained this status are not in a write-protected mode and can still be changed. This status informs the consumer of the data that this revision is currently in an Engineering Change process. At the successful completion of the process the Release Status value will change to "Released". (Empty Value) - If the Item Revision has no value for status, it is said to be "Working" data. That means someone is currently working on the data contained in the Item Revision. Approved - Pertains to Items of Type Document.
4-17
Item Display
You can control which Item Revisions display in the Item hierarchy using the Item Display option. Use the My Navigator EditOptions function to access and set the Revision display filter. Following is the general procedure for setting the filter to limit the Item Revisions that display in My Navigator: 1. Choose Edit Options.... 2. Under the General options folder, select Item and choose the Display tab. The Display tab shows the Revisions display filter dialog which, by default, is set to Show all revisions.
3. Set the Display filter. Check the Show displayable revisions only toggle to enable access to the display filter settings. Use the Rule and Conditions table to set the display filter.
4-18
MT14330
4. Choose OK to accept the entries and dismiss the Options dialog. Once the filter is applied, only the Item Revisions that meet the display filter criteria display in the Item hierarchy in My Navigator.
A list of the Item Revisions that do not meet the display filter criteria can be viewed by clicking the More... box in the Item hierarchy.
4-19
Activity: Setting the Item Display Filter

In this activity, you will set the Item Display filter to limit the Revisions that display in My Navigator to those that are Working or have been Approved. Step 1: Choose Edit Options....
Step 2:
Under the General options folder, select Item and choose the Display tab. The Display tab shows the Revisions display filter dialog.
Step 3:
Set the Display filter. Check the Show displayable revisions only toggle.
4-20
MT14330
This enables access to the Rule and Conditions table for setting the filter.
Click the plus sign
to add a row to the table.
This row specifies that Working Revisions of Items are displayed. Click the plus sign
to add another row to the table.

Teamcenter Engineering Product Data Management 4-21
Double-click in the second row of the Rule column to access the Rule pull-down list and select Release status.
Double-click in the second row of the Condition column to access the Condition pull-down list and select Approve.
The Rules and Conditions table is now set to limit the display of Item Revisions to those that are Working or Approved.
4-22
MT14330
Step 4:
Choose OK to accept the entries and dismiss the Options dialog. The filter is applied and only the Item Revisions that meet the display filter criteria display in the Item hierarchy in My Navigator.
Step 5:
Expand the Items folder and the Items and Item Revisions in the folder.
Step 6:
Click the More... box in the Item hierarchy to view a list of the Item Revisions that do not meet the display filter criteria.
4-23
Step 7:
Open the Items Display dialog and set the Revisions display filter back to Show all revisions. Choose Edit Options.... Under the General options folder, select Item and choose the Display tab. Check the Show all revisions toggle.
The Rule and Conditions table is shaded indicating the filter is not active. Choose OK to accept the entry and dismiss the Options dialog. The filter is applied. Notice that all Item Revisions now display in the Item hierarchy in My Navigator.
4-24
MT14330
Item Revision Contents

When you expand an Item Revision, Teamcenter Engineering displays the Item Revision contents.
Key Points Item Revisions generally contain objects referred to as Forms and/or Datasets. Forms represent attribute data for the Item. Datasets represent physical data files for the Item.
Item Revisions may also contain other objects such as folders and even other Item Revisions. The contents of an Item Revision are dependant on the Item Type and how a company chooses to organize data in the system.
4-25
"Item Revision Master" Data
The Item Revision Master is a Form that displays additional attributes specific to the Item Revision. Companies will often change the design of this form so that it collects and presents attribute data specific to their business needs. Selecting the form and the Viewer tab displays the form contents. The form shown below is an example developed for this training material.
4-26
MT14330
"Specification" Data Specification data is considered the defining data for the Item Revision. The example below shows a UGMASTER Dataset that contains the CAD model data of a part definition. The UGMASTER dataset is specific to the Unigraphics NX integration with Teamcenter Engineering.
You can select a dataset and choose ViewNamed References to view all the files for the dataset.
"Requirement" Data Requirement data is data that documents requirements for the Item Revision without explicitly defining the product. In the example below, the BBDS5453 document is a design specification that was used during the design of the part number 1250 axle component.
"Manifestation" Data Manifestation data is data that is directly derived from the specification data but is not considered defining data. For CAD defined Items, drafting, manufacturing, and analysis data is often found under this heading.
"Reference" Data Reference data may exist in a variety of different formats depending on the type, purpose and status of the Item Revision. In the example below, a Release Checklist form is shown.
4-27
"Rendering" Data The DirectModel is a 3D image format of the part model for viewing with Portal Visualization. If you select the object and raise the Viewer tab, the file will display in the Portal Visualization application, if it is available on your workstation.
4-28
MT14330
Activity: Viewing Item, Form, and File (Dataset) Data

In this activity, you will view file and form data contained within an Item. Step 1: Step 2: View the contents of your Home Folder. Find and expand the 1250-Axle. Observe there are two Item Revisions for this Item. Revision 000 is Released, and Revision 001 is Work-In-Progress; there is no value for Release Status.
Step 3:
View the data for Revision 000. Expand the 1250/000-Axle Item Revision. Double click the 1250/000 Item Revision Master form.
Choose Yes to the Read only message.
4-29
Choose Cancel to close the form. You can also choose the Item Revision Master form object and choose the Viewer tab to view the form. Select the UGMASTER Product Vision data object and choose the Viewer tab to view the part.
4-30
MT14330
Select the DWG1250/- dataset and choose the Viewer tab to view the image of the CAD drawing. Step 4: Clean up your Home folder. Cut all Items in your Home folder and paste them into your Items folder.
4-31

Use the Find and View techniques presented in this lesson to answer the following questions. Step 1: What is the diameter of the Part Number 1250, Revision 000 Axle? _________________________________________ Step 2: What is the latest "Released" revision of the Part Number 1510 Wheel Assembly? _________________________________________ Step 3: From what material is the Part Number 1502 Spacer fabricated? _________________________________________ Step 4: When was Revision 000 of the BBDS5453 document approved? _________________________________________ Step 5: How many spokes does Revision 001 of the 1503 wheel have? _________________________________________
4-32
MT14330
Generating Reports
Use the My Navigator Tools Reports command to generate and view reports. Following is the general procedure for generating a report: 1. Choose ToolsReports. 2. Select the Report Design. Some default report designs are delivered with Teamcenter Engineering. Report designs may also be created by your administrator using the Report Designer application available in the Admin application group. 3. If desired, adjust the query criteria and sorting options for the report. 4. Choose the output format for the report. Report contents can be sent to a comma-delimited file or output formats defined by your site administrator. Output formats may include html and xls files. Reports sent to an html output format are displayed in a browser. Reports sent to an xls output format are displayed in a spreadsheet. You can save or print the report using the Save and Print commands available in the output format tool you choose for the report.
4-33
Activity: Generating a Report

In this activity, you will practice generating a report and viewing it in your browser. Step 1: Choose Tools Reports from the My Navigator menu bar.
The Report Creation Wizard screen displays.
Step 2:
Select the Report Design to use for the report. Scroll down the list of Report Designs and select Admin-Object Ownership. Choose Next. The Fill in Criteria dialog displays.
4-34
MT14330
Step 3:
Review and, if necessary, adjust the query criteria for the report. You can use the pull-down list next to each criteria field to view and select the desired query criteria for your report. For this activity, retain the current settings. Choose the Query Options The options dialog displays. icon.
You can use this dialog to view and adjust the additional criteria and sorting options for the report. Choose the Sort Options tab. Scroll down to the list of sort fields and select Name. In the Name row, click the field in the Order By column and choose Descending from the pull-down list.
Choose OK.
Step 4:
Choose the output format and generate the report. Choose Next to display the Select Format dialog. To send the report contents to a comma-delimited file, you would choose Finish at this point. Select default_xml_template.xsl as the report format. Choose Finish. The report generator determines how many items meet the query criteria and displays the alert dialog.
Choose Yes to generate the report or choose No to cancel the report generation. For this activity, choose Yes. The report is generated and displays in the selected format.
4-36
MT14330
4-37
Summary
Items are generally used to model revision-controlled data. An Item can be thought of as a "package" which contains all data related to that Item. To search for Items, choose Item... from the Search window. Each Item has at least one Item Revision. Item Revisions are used to store specific information about a particular revision of an Item. You can control which Item Revisions display in the Item hierarchy using the Item Display option. An Item Revision can contain different types of Forms and Datasets. A dataset is an object that stores and manages a collection of data files for a particular application and purpose. Release Status is an attribute assigned to an object after the object has successfully gone through a Teamcenter Engineering Workflow process. You can generate reports using the Report Designs available from the Create Report Wizard. Access this wizard using Tools Reports. Report output can be created as a comma delimited file, an xls spreadsheet file, or an html file that displays in a browser window. Reports can be viewed, saved, and printed using the output tool you choose when generating a report.
4-38
MT14330
Lesson
Creating Data in Teamcenter Engineering
Purpose In this lesson you will create data using the Teamcenter Engineering interface. Objective Upon completion of this lesson, you will be able to: Create an Item within Teamcenter Engineering. Populate Forms within Teamcenter Engineering. Create a new Dataset for an Item created in Teamcenter Engineering. Perform an Implicit and Explicit check-out. Change Ownership of data. Use FileSave As to create a new Item. Use FileRevise to create a new Revision of an existing Item. Open an earlier version of a Dataset.
5-1
User Setting
Before creating any new data, you should verify that your User Setting is set to the correct value.
This is important because any new data you create inherits the Owning Group property from the user setting of the user that created the data. The Owning Group property of the data is an important property of the data in the context of access control (Read, Write, Delete etc.). Choose EditUser Setting... to display the User Settings dialog.
Use the pull-down list for the Group and Role fields to change your current Group and Role setting. Choose OK to make a change. Your current Group and Role are updated in the My Navigator window.
5-2
MT14330
Creating Items from Teamcenter Engineering

The New Item dialog allows you to create a new Item or add a new revision to an existing Item. Use the following procedure to create a new item: Select the folder to which you want to add the item and choose FileNewItem.... The New Item dialog displays.
Select Item as the Type and choose Next. The Item Information form displays.
Enter the basic information for the new item and choose Finish. The new item is created in the selected folder.
5-3
Key Points Following are key points about the New Item dialog: Make sure you have the proper Item Type selected. Red triangles indicate required fields. ItemID is a unique identifier for that Item; no two Items can have the same Item ID. Rev is a unique revision identifier for the Item Revision. Name is a short description usually for logical names like bolt, bracket or buckle. Some companies define specific conventions to use when assigning an Item Name. Clicking the Assign button, located to the right of Item ID fields, populates the ItemID and Rev fields with an automatically-generated default Item ID and Revision. Many enterprises use a special revision identifier to designate the initial revision of any part or assembly. For example, some enterprises use 000 for the first revision. Entries in the Description and Unit of Measure fields are optional.
Deleting an Item When deleting an Item, the Item Master, Item Revision(s), and Item Revision Master(s) are also deleted. The objects referenced by the Item or Item Revision are not deleted. You can access the referenced objects from the database using the Search function. Deleting the contents of an Item can be done before deleting the Item. To delete an Item, select the Item and choose the Delete icon. Printing an Item Printing an Item prints the Item name and the property values of the Item. To print an Item, select it and choose FilePrint or FilePrint... from the menu bar.
5-4
MT14330
Activity: Create an Item in My Navigator

In this activity, you will create a non-CAD Item from Teamcenter Engineering. Step 1: Change your Role to Product Engineer. Choose EditUser Setting...
From the Role drop-down list, choose Product Engineer. Choose OK. Step 2: Create an Item from Teamcenter Engineering. In My Navigator, select the Items folder. Choose FileNewItem.... The New Item dialog displays.
5-5
Select Item as the item type to create and choose Next. The Item Information form displays.
In the ItemID field, enter BBMS2145_###. In the Rev field, enter 000. In the Name field, enter Grease. From the Unit of Measure drop-down list, select oz. Choose Finish. The new Item is created in the Items folder.
Choose Close to close the New Item dialog.
5-6
MT14330
Populating the Item With Data

Now that you have created an Item, the next step may be filling out forms and adding file data to the Item. Populating the Item Revision Master Forms Every time a new Item or new Item Revision object is created, the Item Revision Master form is created automatically. You can access the Item Revision Master form object by expanding the Item and Item Revision object.
Item Revision Master Form You can open the form to edit it by double-clicking the object or by selecting the object and choosing the Viewer tab.
This Form has been customized for this training class.
5-7
Activity: Populate the Item Revision Master Forms

In this activity, you will populate the Item Revision Master Form. Step 1: Add data to the BBMS2145 Item Revision Master Form. Expand your BBMS2145 Grease Item and Item Revision objects.
Double-click the Item Revision Master Form. Add some data to the Form. Choose OK to save the changes and close the Form. Choose the Viewer tab to view the data you entered in the Form.
5-8
MT14330
What is a Dataset?
Datasets are used to manage data files created by non-Teamcenter Engineering applications. Datasets are typically stored in Item Revisions. The icon preceding the dataset name may vary depending on the associated application.
When non-Teamcenter Engineering applications are started from Teamcenter Engineering, the files these products generate are maintained by Teamcenter Engineering. The object used to manage these third party product files is called a dataset. Dataset Object Behavior Double-clicking a dataset launches a software application and loads a file in the application.
5-9
Item and Item Revision Relations

When data is added to an Item Revision, it is important that the right Relation be defined between the added data and the Item Revision. Teamcenter Engineering uses the Relation definition to control internal Teamcenter Engineering functions. Enterprises typically use many pieces of information that in some way describe or relate to an Item or Item Revision. Teamcenter Engineering uses the concept of a relation to describe these associations (relationships).
Many Item or Item Revision relations are automatically defined by Teamcenter Engineering when you create or add certain objects inside an Item or Item Revision structure. These relation types are: Revision (for Item Revisions) Item Master and Item Revision Master (an object in which some attributes are kept) BOMView and BOMView Revision
For example, when you add a new Item Revision to an existing Item, Teamcenter Engineering automatically defines the new Item Revision as a revisionrelation.
5-10
MT14330
In addition to the automatically defined relation types, there are four other relation types used with Items and Item Revisions. They are: Specification Relations relations are detailed methods, designs, processes and procedures used to satisfy requirements. The specification fully defines the Item Revision. Manifestation Relations are non-defining "snapshots" of a particular aspect of an Item or Item Revision at a particular moment in time. For example, Numerically-Controlled (NC) program files are a common manifestation. Requirement Relations are criteria that must be satisfied by this Item or Item Revision. However, requirements often dont specify how this criteria should be satisfied. For example, a requirements relation might specify maximum weight for an Item Revision but not how to construct it. Reference Relations describe a general "non-defining" relationship of a object to an Item or Item Revision. This relation type can be thought of as a "miscellaneous" relation type.
These relationships are typically defined when you paste an object reference into an Item or Item Revision using EditPaste or EditPaste....
5-11
Activity: Create Datasets

In this activity, you will create a dataset for the Grease Item. Step 1: Create a dataset with a Specification relation to the Grease Item. Expand the BBMS2145 Grease Item and Item Revision.
Select the BBMS2145_###/000-Grease Item Revision object. Choose FileNewDataset.... The New Dataset dialog appears.
Set the Type to Text. In the Name field, add -Spec Sheet to the end of the default Name, as shown below.
5-12
MT14330
Choose the import file button The Import File dialog appears.
Use this dialog to navigate to the operating system directory specified by your instructor. Select the bbms2145.txt file and choose Import.
Choose OK. The dataset is created with a specification relation.
5-13
Step 2:
Create a dataset with a Reference relation to the Grease Item. In order to end up with the Reference relation between the Text dataset and the Item Revision, you will first create the dataset in the Item Revision and then Cut it and use Paste... to put it back into your Item Revision with a different relation. If you create it directly in your Item Revision, it would end up having Specification relation to the Item Revision. Expand the BBMS2145 Grease Item and Item Revision.
Select the BBMS2145_###/000-Grease Item Revision object. Choose FileNewDataset.... Set the Type to Text. In the Name field, add -Suppliers to the end of the default name, as shown below:
Choose the import file button The Import File dialog appears.
Use this dialog to navigate to the operating system directory specified by your instructor. Select the bbms_supplier.txt file and choose Import. This returns you to the New Dataset dialog.
Choose OK. The Text dataset is created in your Item as a Specification relation.
Select the BBMS2145-###/000-Suppliers Text dataset and choose Cut. Select your BBMS2145-###/000-Grease Item Revision and choose EditPaste.... Make sure to choose EditPaste... (three dots), instead of EditPaste (no dots). The Paste... dialog displays. Scroll down the list until you see References. Select References and choose OK.
5-15
The Text dataset is now in your Item Revision with the correct relationship.
5-16
MT14330
Dataset Checkout
Check-Out and Check-In procedures are used to ensure that two users do not simultaneously update database objects. The ability to perform a check-out is important because, in a group write environment, users must protect the data while they are working on it. Implicit Check-Out An Implicit Check-Out is performed automatically by the system. Whenever you open a dataset to modify it, an implicit check-out is automatically performed by Teamcenter Engineering. This means that the dataset cannot be modified by anyone else while you are working on it. When you complete the modifications by closing the editing session, the dataset is automatically checked back into the database (the implicit check-out is reversed).
5-17
Explicit Check-Out An Explicit Check-Out is performed manually by the user. Following are characteristics of an Explicit Check-Out: Performing an Explicit Check-out locks a dataset against modifications by other users whether you are currently editing the file or not. While a dataset is Checked-Out, the user that performed the Check-Out has write access, while other users have read access of the incremental changes.
The Change ID field is used to correlate Checked-Out objects with pending CM (Change Management) jobs. This field is optional. When checking-out a dataset, you can export the associated file to the operating system at the same time using the Export Dataset on Checkout toggle.
5-18
MT14330
Activity: Modify the Dataset

In this activity, you will observe the Implicit (automatic) Check-Out/In process and perform an Explicit (manual) Check-Out/In on a dataset object. Step 1: Observe Implicit Check-out. Expand your BBMS2145-###-Grease Item and Item Revision objects. Select the BBMS2145_###/000-Grease Item Revision object. In the Properties tab, scroll to the right to see the CO column. This column shows the check-out status of the dataset.
Notice the CO status of your BBMS2145_###/000-Suppliers dataset is currently not checked out. Double-click the BBMS2145_###/000-Suppliers dataset to open it and then minimize the text editor application that is launched. Re-select your BBMS2145_###/000-Grease Item Revision object to update the Properties table.
Notice the dataset is currently checked out.

Maximize then close the text editor application. Notice the dataset is no longer checked out. Step 2: Modify the Dataset. Open the BBMS2145_###/000-Suppliers dataset by double-clicking. Add a line of text (such as ACME Grease Company).
Choose FileSave. Choose FileExit. Step 3: Perform an Explicit Check-Out. Select your BBMS2145_###/000-Suppliers dataset and choose ToolsCheck-In/OutCheck-Out....
Enter Comment: Long term editing. Choose Yes. Select your BBMS2145_###/000-Grease Item Revision object to update the Properties table.
Notice the dataset is currently checked out. It will remain in this state until you choose to perform an Explicit Check-In. Step 4: Perform Explicit Check-In. Select the BBMS2145_###/000-Suppliers dataset and choose ToolsCheck-In/OutCheck-In....
Choose YES. Select your BBMS2145_###/000-Grease Item Revision object to update the Properties table. Notice the dataset is no longer checked out.
5-21
Dataset Files (Named References)

In Teamcenter Engineering, datasets can manage several different file types. These file types are called the named references of that dataset. Selecting a dataset and choosing ViewNamed References... (or right-click Named References) displays the Named References dialog for that dataset. You can use this dialog to view or modify the named references (files) for that dataset. The Cut, Copy, and Paste icons in the Named References dialog are used to cut, copy and paste object references between two Named References dialogs.
5-22
MT14330
Dataset Versions
When changes are made to datasets, new dataset versions are created in Teamcenter Engineering. You can use these versions to track changes and undo changes by reverting to a previous version of the dataset using File Open....
Selecting a dataset and choosing FileOpen... displays the Open... dialog. You can specify a particular version of a dataset and/or a specific software application (tool) to use for the current editing session.
5-23
Key Points Following are some key points about dataset versions: As work progresses and you successively modify a particular dataset, new versions are added to the database but version-0 always references the latest version of the dataset. The default version is the latest. In most cases, you should work with this version unless you have some specific reason to open an earlier version. This might be the case if you want to undo changes made in the latest version. Normally, you only see the version-0 dataset in the My Navigator workspace area; Teamcenter Engineering hides other dataset versions to reduce clutter. Teamcenter Engineering manages multiple dataset versions until the version limit is reached. When the version limit is exceeded, the earliest version of the dataset is purged from the database in order to make room for the new version. A Note about Search Options The Latest Dataset Versions toggle on the Search Options dialog can be used to either show or hide dataset versions in search results. Set the toggle on if you want to show dataset versions. By default, the toggle is off.
5-24
MT14330
Activity: Open an Earlier Version of a Text Dataset

In this activity, you will view the named references of the BBMS2145_###/000-Suppliers dataset and open a previous version of the dataset. Step 1: View the Named References of the BBMS2145_###/000-Suppliers dataset. Select the BBMS2145_###/000-Suppliers text dataset. Choose ViewNamed References.... The Named References dialog displays.
Close the Named References dialog. Step 2: Open an earlier version of the BBMS2145_###/000-Suppliers dataset. Select the BBMS2145_###/000-Suppliers text dataset. Choose FileOpen.... Select the Version drop-down list to see the previous versions of the dataset. Choose the second-to-last version number. Expand the TextEditor tool.
5-25
Select bbms_supplier.txt and choose OK. The previous version of the text file opens in a text editor. The line of text added to this file in an earlier activity is not included in this version of the dataset. Exit the text editor.
5-26
MT14330
Changing Ownership
The Owning User and Owning Group properties of the data can be modified before the data is released. To change ownership of data, select the object (multiple objects can be selected) and choose EditChange Ownership...
Choose the New Owning User button and navigate the organization chart to select the Owning User as a member of the Owning Group.
To change only the Owning Group, select the current Owning User as a member of the new Owning Group. After release, the ability to change these properties is restricted to the System Administrator.
5-27
Item Save As and Revise from Teamcenter Engineering

Using Save As for Non-CAD Item Use the FileSave As command to create a new Item from an existing Item Revision. Select an existing Item Revision as the basis of the new Item and choose Save As... from the File menu. The Save Item As dialog displays.
Click Assign to automatically generate the next available Item ID and revision, or manually enter an Item and Revision ID. The unit of measure and Item type are carried over from the original Item and cannot be modified. Choose Finish to create the new Item and dismiss the dialog or choose Next to create the Item and continue to define data for the Item. The Save As command should only be used to create Items. To create Item Revisions, use the Revise command.
5-28
MT14330
Using Revise for Non-CAD Item Use the Revise command to create the next Revision of an existing Item Revision. Following is the basic procedure for creating a new Item Revision: 1. Select an Item Revision in the tree or Properties table to be the basis of the new revision and choose FileRevise....
The Revise dialog displays with the Item ID and Name of the Item Revision already entered in the form.
2. Assign a value to the Rev field for the new Item Revision. Click Assign to automatically generate the next available Revision in the Rev field or assign the revision manually by entering it in the Rev field.
Optionally, select a Unit of Measure and enter a Description. Choose Next to continue. The Revise Item Revision prompt displays.
3. Choose Yes to proceed (or No to cancel the operation). The Item Master Form displays.
4. Select and enter information in the Revise forms, as needed. You can define the Item Master data or, using the links in the Steps panel, select another form and enter the related information. The values for the Item Master and other information forms default to the values from the source Item Revision. You can retain the default values or define other information for the new Item Revision using these forms. 5. Choose Finish to create the new Item Revision then choose Close to dismiss the Revision dialog. The Item Revision is created and displayed beneath the Item Revision originally selected in the tree.
Activity: Performing a Save As and Revise

In this activity, you will perform Save As and Revise operations on an Item of Type Document. Step 1: Create a New Item of Type Document in your Newstuff folder. In My Navigator, select your Newstuff folder and choose FileNewItem.... Select Document for Type. Choose Next to continue. Click the Assign button to get the Item ID and Revision. Enter a Name (use Test for this exercise).
Choose Finish, then Close. Expand the Document and Document Revision.
Notice that a Text dataset is created automatically because of the business rules that are in place.
Step 2:
Use FileRevise... to create a New Revision of the Document based on the existing Revision A. Select your new Document Revision and choose FileRevise.... If you select the Document itself and choose FileRevise..., an error message displays indicating that only Item Revisions are valid to be Revised.
Click Assign to generate a value for the Rev field. ChooseFinish to create the new Document Revision then choose Close to dismiss the dialog. Expand the Document Revision.
Notice that a new Revision and new dataset have been created but the name of the new dataset is the same as the original dataset. Select the new datset and choose View Properties to change the name.
Step 3:
Use FileSave As to create a Document based on an existing Document Revision. Select Revision A of the Test Document you created previously. Choose FileSave As. Choose the Assign button to populate the Item ID and Revision.
Choose Finish then Close. The New Document, based on the existing Document, is created. Expand the new Document and Document Revision.
This time a new Item, Item Revision, and datset have been created but the name of the new dataset is the same as the original dataset.
Select the dataset and choose View Properties to correct the name.
5-34
MT14330
Summary
In this lesson, you learned how to create Items and Item Revisions. An Item is the fundamental object used to manage information in Teamcenter Engineering. An Item Revision is used to manage changes (revisions) to Items. Datasets are used to manage data files created by other software applications. Use FileSave As to create a new Item based on an existing Item. Use FileRevise to create a new Revision of an Item based on an existing Revision.
5-35
Lesson
CAD Integration - Visualization & Dataset Management
Purpose The purpose of this lesson is to create visualization data for CAD data. You will also learn how to store dependent files with Unigraphics NX parts and how to protect data using Explicit Check-Out. Objective Upon completion of this lesson, you will be able to: Create 3D Visualization Data Create 2D Visualization Data Perform an Explicit Check-Out of a Unigraphics NX part
6-1
Creating 3D Visualization Data

You can create 3D visualization data from the CAD interface using the Save Options dialog. 3D visualization data exists as a DirectModel dataset object within an Item Revision.
Save Options Dialog To create 3D visualization data from the CAD interface, you must use the Save Options dialog. The Save Options dialog allows you to specify preferences for certain default actions you would like to take place every time you use the FileSave command. When you select FileOptionsSave Options, the Save Options dialog displays:
Toggling on the Save Teamcenter Vis Data option and choosing OK generates Teamcenter Vis (.jt) files when a part is saved. This option saves visualization data for piece parts only (not assemblies).
6-2
MT14330
Activity: Creating 3D Visualization Data

In this activity, you will create 3D visualization data for the Shaft and Spacer. Step 1: Step 2: In Unigraphics, open the 5000_### Caster Assy. Use the Assembly Navigator to make the 5003_### the Work Part. Choose the Assembly Navigator tab and select the .
push-button to keep it open (pin it in place)
Rightclick the 5003_### /000 object and choose Make Work Part. Step 3: Turn on Save Teamcenter Vis Data Option. Choose FileOptionsSave Options. Toggle on Save Teamcenter Vis Data option.
Choose OK. Step 4: Save the 5003_### part. Choose Save Step 5: .
Use the Assembly Navigator to make the 5004_### the Work Part. In the Assembly Navigator, right-click the 5004_###/000 object and choose Make Work Part.
Step 6:
Save the 5004_### part. Choose Save .
Step 7:
Use the Assembly Navigator to make the 5000_### the Work Part.
In the Assembly Navigator, right-click the 5000_###/000 object and choose Make Work Part. Step 8: Save the 5000_### assembly. Choose Save Step 9: .
Turn off Save Teamcenter Vis Data Option. Choose FileOptionsSave Options. Toggle off the Save Teamcenter Vis Data option. Choose OK.
Step 10: Close All Parts. Step 11: Observe 3D visualization data in Portal. From Portal, locate and view the DirectModel dataset for the 5003_###/000 object. Locate and view the DirectModel dataset for the 5004_###/001 object. Locate and view the DirectModel dataset for the 5000_###/000 object. Does it exist? Send the 5000_### object to PSE and view the assembly in PSE. Hint: Click the Show/Hide Data Panel icon in PSE .
6-4
MT14330
Using Part Export Directories

In addition to storing the actual Unigraphics NX part files in the database, you can store other sorts of files with your part files. For example, you can store shaded image files or files related to the Manufacturing operation with your part file. These additional Unigraphics NX files are known as "associated" or "dependent" files. Each part file may have several dependent files of differing types. When you open the Unigraphics NX part, these dependent files are automatically sent to the export directory for use by Unigraphics NX. When you save the part, the system prompts you to select the files you would like to have re-imported.
When you close your part, the temporary export directory is deleted.
6-5
How NX Manager Unigraphics stores Dependent Files

To enable you to access the files associated with a particular part (which must be the work part at some time during your session), NX Manager Unigraphics exports the work parts dependent files from the database to a local directory, known as the export directory. NX Manager Unigraphics creates one export directory for each work part in your current session. The export directory is deleted when the part is closed. If you change the work part, a new export directory is created (if one does not already exist) for that work part. The name of the export directory is based upon the part number of the part which contains the dependent files. You can modify the dependent files or create new ones. When you perform a Save or Close operation,
NX Manager Unigraphics asks you which new or changed files you want to import from the export directory back into the database.
6-6
MT14330
Dataset Files (Named References)

In Teamcenter Engineering, datasets can manage several different file types. These file types are called the named references of that dataset. Selecting a dataset and choosing ViewNamed References... displays the Named References dialog for that dataset. You can use this dialog to view or modify the named references (files) for the selected dataset. The Cut, Copy and Paste icons in the Named References dialog are used to cut, copy and paste object references between two Named References dialogs.
6-7
Activity: Creating 2D Visualization Data

In this activity, you will create 2D Visualization data for the Shaft. Step 1: Create a GIF file for the 5003_### Shaft UGMASTER. In Unigraphics NX, open the 5003_###-000 master part file. Choose FileExportGIF....
Choose OK. Step 2: Save the Part. Choose Save .
The Import Files for Part dialog appears.
Select the GIF File and choose OK. The File is imported into the database. Step 3: View the GIF file in Portal. In My Navigator, expand the 5003_###- Shaft Item and Item Revision. Select the 5003_###-000 UGMASTER Dataset.
Datasets are the only Teamcenter Engineering objects with Named References. Choose ViewNamed References.... The Named References window appears.
You will see the GIF file you created previously. Choose Close. Step 4: Create a CGM file for the 5003_### Shaft Drawing in a directory specified by your Instructor. In Unigraphics NX, open the 5003_###/000 Shaft Manifestation, DWG5003_###. Choose FileExportCGM.... The Export CGM dialog appears. Navigate to a directory in which you have Write access and enter 5003_###_sh1.cgm in the File name field.
Choose OK. The Export CGM dialog appears. Toggle the Source to Drawing.
Choose OK. Step 5: Get the Drawing Sheet into Teamcenter Engineering. In My Navigator, select the 5003_###/000-Shaft Item Revision and choose FileNewDataset.... The New Dataset dialog appears.
Click More... to display additional Dataset types. Scroll down the list to select DrawingSheet. In the Name field, enter DWG5003_###/000.
Choose the Import File icon
Navigate to the directory in which you saved the CGM file.
Select 5003_###_sh1.cgm and choose Import.
Choose OK.
6-11
The file is created.
Select the DWG5003_###/000 dataset and click the Viewer tab. The Drawing is displayed.
6-12
MT14330
Activity: Creating Dependent Files

In this activity, you will create a shaded image and associate it to your part. You will also view the Named References of a Dataset. Step 1: Step 2: In Unigraphics NX, open your 5000_### Caster assembly file . Create a shaded image. Choose ViewVisualizationHigh Quality Image...). The High Quality Shading dialog appears.
Choose Start Shade. Choose Save (from the High Quality Image dialog). The Save Image dialog appears.
Choose OK to accept image filename. Cancel the High Quality Image dialog. Step 3: Save your part file and import the image file. Choose Save .
6-13
Choose Import All Files to import the TIF file into the database. Step 4: View the Named References of the dataset. In My Navigator, expand the 5000_###- Caster Assy Item and Item Revision. Select the 5000_###-000 UGMASTER Dataset. Datasets are the only Teamcenter Engineering objects with Named References. Choose ViewNamed References.... The Named References window appears.
You will see the TIF file you created previously. Choose Close.
6-14
MT14330
Step 5:
Close all parts in Unigraphics NX. Choose FileCloseAll Parts.
6-15
Dataset Versions
When changes are made to datasets, new dataset versions are created in Teamcenter Engineering. You can use these versions to track changes and undo changes by reverting to a previous version of the dataset using File Open....
Selecting a dataset and choosing FileOpen... displays the Open... dialog. You can specify a particular version of a dataset and/or a specific software application (tool) to use for the current editing session.
6-16
MT14330
Key Points Following are some key points about dataset versions: As work progresses and you successively modify a particular dataset, new versions are added to the database but version-0 always references the latest version of the dataset. The default version is the latest. In most cases, you should work with this version unless you have some specific reason to open an earlier version. This might be the case if you want to undo changes made in the latest version. Normally, you only see the version-0 dataset in the My Navigator workspace area; Teamcenter Engineering hides other dataset versions to reduce clutter. Teamcenter Engineering manages multiple dataset versions until the version limit is reached. When the version limit is exceeded, the earliest version of the dataset is purged from the database in order to make room for the new version. A Note about Search Options The Latest Dataset Versions toggle on the Search Options dialog can be used to either show or hide dataset versions in search results. Set the toggle on if you want to show dataset versions. By default, the toggle is off.
6-17
Activity: Open an Earlier Version of a Part Dataset

In this activity, you will use FileOpen... to open an earlier version of a Unigraphics NX part. Step 1: Open the 5003_### part in Unigraphics. From My Navigator, expand the My Parts folder. Expand the 5003_###/000 Shaft Item Revision. Select the UGMASTER dataset and choose the Start/Open in UG icon .
Step 2:
Start the Modeling Application. Choose ApplicationModeling... or choose the Modeling icon .
Step 3:
Add a chamfer to the bottom edge of the Shaft. Choose the Chamfer icon InsertFeature OperationChamfer. The Chamfer menu appears. Choose Single Offset. Choose the bottom edge of the small cylinder. Choose OK on the Chamfer dialog. Enter the Offset value of .125.
6-18
MT14330
Choose OK on the Chamfer dialog.
Since you do not want to create another chamfer, choose Cancel on the Chamfer dialog. Step 4: Step 5: Save and Close All Parts. Open a previous version of the 5003 Shaft part. Go to the My Navigator application in Teamcenter Engineering. Expand the My Parts folder and the 5003_###/000 Shaft Item Revision until you can see the 5003_###-000 UGMASTER.
Select the 5003_###-000 UGMASTER and choose FileOpen.... This displays the Open... dialog.
Select the next to the last (second highest) version of the 5003_###-000 UGMASTER from the pull-down menu. After selecting the desired version of the part, scroll down the list of tools until you see UGII V10-All. Expand the UGII V10-All tool, select the UG data icon and choose OK.
An information window displays, informing you that an early version of the part is loaded.
6-20
MT14330
Close the Information window. An earlier version of the Shaft is now displayed. Notice the Chamfer is gone. Step 6: Save and Close all parts.
6-21
Protecting Data Using Check-Out

Check-Out and Check-In procedures are used to ensure that two users do not simultaneously update database objects. The ability to perform a check-out is important because, in a group write environment, users must protect the data while they are working on it. Implicit Check-Out An Implicit Check-Out is performed automatically by the system. Whenever you open a dataset to modify it, an implicit check-out is automatically performed by Teamcenter Engineering. This means that the dataset cannot be modified by anyone else while you are working on it. When you complete the modifications by closing the editing session, the dataset is automatically checked back into the database (the implicit check-out is reversed). Explicit Check-Out An Explicit Check-Out is performed manually by the user. Following are characteristics of an Explicit Check-Out: Performing an Explicit Check-out locks a dataset against modifications by other users whether you are currently editing the file or not. While a dataset is Checked-Out, the user that performed the Check-Out has write access, while other users have read access of the incremental changes.
The Change ID field is used to correlate Checked-Out objects with pending CM (Change Management) jobs. This field is optional.
UGS PLM Solutions, All Rights Reserved MT14330
6-22
When checking-out a dataset, you can export the associated file to the operating system at the same time using the Export Dataset on Checkout toggle.
Performing an Explicit Check-out from NX Manager Unigraphics You can perform a manual (explicit) Check-In and Check-Out using the Assembly Navigator in NX Manager Unigraphics.
6-23
Activity: Perform Explicit Check-Out for Unigraphics NX Data

In this activity, you will explicit Check-Out the 5555_###-Wheel Drawing and UGMASTER using the Assembly Navigator. Step 1: Open your 5555_###/000Wheel Drawing and UGMASTER in Unigraphics NX. Opening the Drawing automatically opens the UGMASTER. Step 2: Step 3: Click on the Assembly Navigator icon to display the Assembly Navigator. Check-Out the Wheel DWG and UGMASTER using the Assembly Navigator. In the Assembly Navigator window, highlight both the DWG and UGMASTER. Right-click and choose Check-Out.
The Status line indicates that the Part is Checked Out. Step 4: Observe the result in Portal. In My Navigator, select the 5555_###/000Wheel Item Revision and select the Properties tab. Scroll to the right in the Properties table to view the CO column.
Notice the check mark which indicates the datasets are currently checked out.
Step 5:
In Unigraphics NX, save the drawing. Choose Save .
View the result in the CO column in the My Navigator application. The datasets are still checked out. Saving the part does not check them back in.
6-25
Step 6:
Check-In the Wheel DWG and UGMASTER using the Assembly Navigator. In the Assembly Navigator window, highlight both the DWG and UGMASTER. Right-click and choose Check-In.
The Status line indicates that the Part is Checked In. Step 7: Observe the result in Portal. In My Navigator, select the 5555_###/000Wheel Item Revision and select the Properties tab. Scroll to the right in the Properties table to view the CO column. Select the two datasets in the table and choose View Refresh.
6-26
MT14330
Notice the check marks which indicate the part and drawing are currently checked out are gone. Step 8: In Unigraphics, Close all Parts. Choose FileCloseAll Parts. Choose Yes. Step 9: Log off from Unigraphics NX. Choose FileExit. Choose Yes.
6-27
Activity: Perform Implicit Check-Out of Unigraphics NX Data

In this activity, you will observe the Implicit (automatic) Check-Out/In of Unigraphics NX data. Step 1: Step 2: Open the 5003_### Shaft UGMASTER. Rotate the WCS. Choose WCSRotate....
Choose OK to accept the default (+ZC Axis: XCYC, Angle=90). Step 3: Observe the result in Portal. In My Navigator, select the 5003_###/000 Item Revision and choose the Properties tab. Scroll to the right in the Properties table to view the CO column. Notice the check mark which indicates the part is being modified and is currently checked out. This is an Implicit Check-Out.
6-28
MT14330
Step 4:
In Unigraphics NX, Save the Part. Choose Save .
View the result in the CO column in the My Navigator application. The part is still checked out. Saving the part does not check it back in. Step 5: In Unigraphics NX, Close all Parts. Choose File Close All Parts. Choose OK. In My Navigator, select the UGMASTER dataset and choose View Refresh. Now that the part is closed, it is no longer checked out.
6-29
Step 6:
Log off from NX Manager Unigraphics. Choose FileExit. Choose Yes.
6-30
MT14330
Summary
The following topics were covered in this lesson: To create 3D visualization data from the CAD interface, choose FileOptionsSave Options, and the Save Options dialog displays:
Toggle on the Save Teamcenter Vis Data option and choose OK to generate the Teamcenter Vision .jt files when a part is saved. Visualization data can be generated for piece parts only (not assemblies). Performing a Check-Out locks a dataset against modifications by other users. While a dataset is Checked-Out, the user that performed the Check-Out has write access, while other users have read access of the incremental changes. Check-In checks the part back in so others can check it out.
6-31
Lesson
Viewing Product Structure with PSE
Purpose The purpose of this lesson is to demonstrate how to view Product Structure using the Product Structure Editor (PSE) application. Objective Upon completion of this lesson, you will be able to: Identify an Item as an assembly View Product Structure Print product structure using PSE Perform a Product Structure Compare Visualize an Assembly in PSE Change Revision Rules and view the results in PSE
7-1
What is Product Structure Editor (PSE)?

The Product Structure Editor (PSE) is the application within Teamcenter Engineering for creating, viewing and modifying product structure and its associated occurrence data. PSE Capabilities You can use PSE to perform the following functions: Browse Product Structure - Allows you to see what the assembly structure of a product looks like, to navigate around it easily, and find components whose location in the structure is not known. Build and Edit Structure - PSE offers a simple way of quickly creating and modifying structure using Cut, Copy and Paste. Compare Structures - Two product structures can be compared to highlight any changes. Configuration of Product Structure - You can set rules to determine which revisions of components are configured, which variant is configured, or which components are effective. Load data in Unigraphics NX - PSE allows you to load selected components of the assembly in Unigraphics NX. Protects data from concurrent changes - If another user is editing an assembly (single level) within the product structure, you are prevented from making changes until the other user has saved their changes.
7-2
MT14330
The BOM View Revision Object

When an Item is an assembly, you will see a BOMView Revision object that exists for the Item Revision object.
The BOMView Revision object symbol, object.
, identifies the BOMView Revision
BOM View Revisions are used to manage product structure for Item Revisions.
7-3
BOM View Types

Teamcenter Engineering comes with a single Type of BOM View. Some companies extend or rename the BOM View Types in their system. The example below was developed for this training material. view The engineering or design bill of material is defined using the view BOM View type. The system has been set up such that this type of BOM View is automatically created when a CAD assembly file is saved in the system. This BOM structure of the product is often "functional" in nature. Engineering/Design will define a product structure that best supports their product development and change processes. assembly The view BOM does not always reflect the actual assembly build-up sequence of the product for manufacturing. The assembly BOM View Type exists to define the structure of the product as it is actually manufactured. Additional entries for tools and manufacturing consumables may be listed in the assembly BOM that are not listed in the view BOM.
7-4
MT14330
Launching PSE
To view assembly structure, select the BOMView Revision object and choose Open . This launches the PSE application for the selected Item Revision.
You can also launch PSE from the shortcut menu by selecting the desired Item or Item Revision, then right-click and choose Send To PSE. When you launch PSE, the menus and toolbar include options specific to the PSE application. The Revision Rule setting for the currently loaded BOMView Revision object displays to the right of the Item Revision name, in the line above the column headings.
In this example, the Revision Rule is Latest.
7-5
PSE Display
PSE displays the product structure in an indented BOM format similar to those used in many CAD and ERP systems. The product structure is displayed graphically with each component (line in the BOM) represented by a Node.
By looking at the PSE Display, you can see which parts are piece parts and which parts are assemblies. If a node has a + sign next to it, this means it is an assembly and can be expanded by clicking on the + sign.
7-6
MT14330
Modifying Columns in PSE

You can modify the columns in PSE by Removing/Inserting columns or by clicking a column header and dragging it to a new location.
You can also print the display by right-clicking and selecting Print Table.
7-7
Printing the BOM

To print the BOM, select an object (i.e. the 1600/000 in the BOM Line) and then choose FilePrint.
You can also print the BOM using FilePrint....
7-8
MT14330
Activity: Viewing Product Structure in PSE

In this activity, you will get familiar with PSE. Step 1: Step 2: In My Navigator, search for the 6120-Skate Assembly, Right Item. Launch PSE for the 6120/000 Skate Assembly, Right Item Revision. In My Navigator, expand the 6120-Skate Assembly, Right Item. To see the BOMView Revision object, expand the 6120/000-Skate Assembly, Right Item Revision. Select the BOMView Revision object and choose Open. This brings up the PSE display.
How many 6120 first level components are piece parts and how many are sub-assemblies? Parts _________________________________________ Sub-Assemblies ________________________________ Step 3: Expand the 3120//000-Boot Assembly, Right Item. Click the + sign to expand the 3120/000-Boot Assembly, Right Item. Step 4: View the Toolbar icons and pull-down menus in PSE.
Move your cursor over the Tool bar icons to see the name of each icon. Left-click to pull-down and view the options available from the PSE menus. Step 5: Change the size of the some of the PSE column displays by dragging the sash bars. You can modify the columns in PSE by Removing/Inserting columns or by clicking a column header and dragging it to a new location.
7-10
MT14330
Release Status Review

Release Status Review Each Item Revision has a Release Status property. The Release Status of an Item Revision is shown in My Navigator in the Release Status column of the Properties table.
You can also view Release Status for an Item Revision by looking at the Item Rev Status column in the PSE window.
7-11
List of Status Types Following is a list of possible values for Release Status: Released Data stored with Item Revisions that have obtained this status are considered "Production" data. The data is in a "write-protected" mode meaning it cannot be changed unless a new revision letter is created. Pre-Released Data stored with Item Revisions that have obtained this status are also in a write-protected mode and cannot be changed unless a new revision letter is created, however, the data is not intended for production use. The Designer or Engineer can arbitrarily apply this status to freeze the data for use for building prototypes or for providing preliminary data to customers and suppliers. ECPending Data stored with Item Revisions that have obtained this status are not in a write-protected mode and can still be changed. This status informs the consumer of the data that this revisions is currently in an Engineering Change process. At the successful completion of the process, the Release Status value will change to "Released". (Empty Value) If the Item Revision has no value for status, it is said to be "Working" data. That means someone is currently working on the data contained in the revision. Approved For Documents only. This list of Release Status types is an example developed for this training material. Your company may have a different list of possible Release Status values with different meanings.
7-12
MT14330
Revision Rules
Revision Rules are parameters you set to determine which Item Revisions are displayed for an Item. The Revision Rule keys off the value of the Release Status for the Item Revisions that exist for an Item. By changing the Revision Rule, you can display different configurations of an assembly. In PSE, the current Revision Rule setting displays to the right of the Item Revision name, in the line above the column headings. In this example, the Revision Rule is Latest.
The following table shows two examples of Revision Rules: Revision Rule Latest Released Details Working, Has Status Has Status, Working
Your system administrator configures the Revision Rules for your site.
7-13
List of Revision Rules The Revision Rules used for this training material are: Any Status loads the latest Statused revisions or, if none exist, the Working revisions of data. Latest loads the latest Item Revision regardless of its Release Status. With this rule in effect, you will be able to view Work-In-Progress Item Revisions. Released loads the latest Item Revision with a Release Status of "Released." With this rule in effect, you will only view Item Revisions that have been released. Precise Only loads the specific Item Revision that was in effect the last time the assembly Item Revision was saved. If newer revisions of the components of the assembly have been created since the last time the assembly was saved, they will not display regardless of wether they have a Release Status value or not. Released; Config by Date Loads the Item Revision with a Release Status of "Released" and an effectivity range that includes the date specified by the user by using ToolsRevision RuleSet Date/Unit/End Item.... This list of Revision Rules is an example developed for this training material. Your company may have a different list of Revision Rules.
7-14
MT14330
Revision Display Filter The Revision Display Filter in My Navigator can be used to configure which Item Revisions display for an Item, based on established Revision Rules. To access the Revision Display Filter, select an Item object and choose Send ToMy Navigator.
This launches the My Navigator tri-pane window, shown below:
The tri-pane window displays the Item tree (upper-left panel) and Item Revision tree (lower-left panel), as well as the standard My Navigator tabs.
7-15
Key Points Following are some key points about the tri-pane window: The Item Tree (upper-left panel) is a graphical display of a single Item reference and its associated objects, including all Item Revisions. The Item Revision Tree (lower left panel) is a graphical display of a single Item Revision reference and its associated objects. You can sort through numerous Item Revisions using the Revision Display Filters you can access via the Revision Selection button .
You can also view the Properties, Viewer, or Referencers tab information for the object.
7-16
MT14330
Revision Display Filters Choose the Revision Selection button dialog, shown below: to display the Revision Selection
Using this dialog, you can select a revision filter option from the Revision display filter pull-down list, shown below:
You can also use the three Revision Filter buttons, described below, to filter the Item Revisions display: Filters the Item Revisions to those that are Released. Filters the Item Revisions to those that are In-Process. Filters the Item Revisions to those that are Working.
In the results list, you can double-click an object to display it in the Item Revision Tree (lower left panel) or you can select and copy an object to the clipboard for use in other Teamcenter Engineering applications.
7-17
Default Revision Rule Setting When you log on to the system, a Revision Rule is in effect that controls which Item Revisions you see listed when you view product structure (BOM). Your default Revision Rule has been set up by your system administrator. Your default Revision Rule setting can be changed using EditOptionsPSE. If desired, you can use this dialog to change your default Revision Rule setting to another available rule.
7-18
MT14330
Setting an Ad Hoc Revision Rule Instead of changing your default revision rule, you also have the capability to change the Revision Rule in effect on an "as needed" or "ad-hoc" basis. To change the Revision Rule while viewing Product Structure, choose ToolsRevision RulesView/Set Current from the PSE pull-down menu bar. You can also change the Revision Rule by choosing the Revision Rule icon in the PSE window.
The View/Set Current Revision Rule dialog displays showing the list of available Revision Rules. You can select the desired rule and choose OK.
The corresponding change to the assembly is displayed in the PSE window. Your system administrator can add, remove or modify existing Revision Rules for your site.
7-19
Activity: Changing a Revision Rule

In this activity, you will view the 1510 Wheel Assy BOM while changing Revision Rules to see which Item Revisions are configured. Step 1: Step 2: Search for the 1510-Wheel Assy. View the Product Structure window for the 1510-Wheel Assy. Highlight the 1510-Wheel Assy Item object and choose Send ToPSE. The Product Structure window displays. This shows the components that make up the Wheel Assembly.
Notice the 1503/002 Wheel does not have a value in the Item Rev Status column. This is because the Release Status value is currently Working. As indicated in the window frame, the Revision Rule is currently set to Latest. This setting permits the loading of components in the following order of precedence: Working components Components containing a Release Status (of any type) Step 3: Change the Revision Rule to Released and view the results. Choose the Revision Rule
7-20 Teamcenter Engineering Product Data Management
icon on the PSE Tool bar.

MT14330
Choose Released. Choose OK. Notice that the configured revision of the 1503 Revision Item object is now 000.
Step 4:
Change Revision Rule to Any Status and view the results.
7-21
Notice that the configured revision of the 1503 Item Revision object is now 001. Step 5: Change Revision Rule to Latest and view the results.
Notice that the configured revision of the 1503 Item Revision object is now 002. Step 6: Close the PSE application.
7-22
MT14330
Item Data Consumption While BOM Browsing

While browsing the BOM of a product, you may need to find out more specific information about individual components of the assembly. For example, while exploring the 1600/000 BOM, you come across the 1250/001-Axle and want to view its drawing.
Select the 1250/001-Axle and send it to the My Navigator application. Then, select the DWG1250/- drawing object and choose the Viewer tab to view the drawing.
You can also select and view any other files (dataset) or form data associated with the Item Revision.
7-23
Activity: Viewing Item Data from PSE

In this activity, you will find and view BOM of the 1600 Wheel Assembly and then view file and form data of one of the 1600 components. Step 1: In My Navigator, Search for the 1600-Wheel Assy.
Step 2:
Copy and Paste a reference to the 1600-Wheel Assy into your Items folder. Open the 1600-Wheel Assy in PSE. Expand the 1600-Wheel Assy Item and Item Revision.
Step 3:
Select the 1600/000-view BOMView Revision object and choose Open. This launches a PSE window showing the Product Structure for the 1600/000-view BOMView Revision.
Step 4:
Change the Revision Rule to Released and view the results. Choose the Revision Rule icon (or ToolsRevision RuleView/Set Current). Select Released and choose OK. Notice that the configured revision of the 1250 Axle is now 000.
Step 5:
View the Vis data for the 1600/000-Wheel Assy. In PSE, choose the Show/Hide Data Panel icon .
Click the check-box for the 1600/000-Wheel Assy (view). The Wheel Assy displays in the Viewer window.
Step 6:
View the drawing for the 1250 Axle component. Select the 1250/000-Axle component.
7-25
Right-click and choose Send To My Navigator. The contents of the 1250/000 Item Revision are displayed, including the drawing data.
Select the DWG1250/- drawing object and choose the Viewer tab to view the drawing.
Step 7:
View the Item Revision Master form data of the 1250/000-Axle Item Revision. Select the 1250/000 Item Revision Master form object. Choose the Viewer tab.
7-26
MT14330
The Item Revision Master Form displays in the Viewer.
Step 8:
Display your Home folder in Navigator. Choose the Open Home Folder icon .
Step 9:
Close the PSE window. Choose FileClose from the PSE menu bar.
7-27
Opening Multiple Product Structures in PSE

The PSE application can have multiple product structures open simultaneously. If you have opened multiple BOMView Revision objects, you can use the Select Visible Window icon to toggle back and forth between the opened product structures.
Choosing the Select Visible Window icon windows dialog, shown below:
displays the List of available
In this example, both the view and assembly product structures for an Item are open in PSE at the same time. Double-clicking the structure line item in this dialog changes which structure you are working with in the main PSE window.
7-28
MT14330
By selecting two structures from this dialog and choosing the Display , you can view both structures in the PSE side-by-side button application at the same time, as shown below:
The black border denotes which side-by-side window is currently active.
7-29
Activity: Viewing Types of Product Structure

In this activity, you will view both the assembly and view BOM data for a single Item. Step 1: In My Navigator, expand the 1600/000-Wheel Assy.
Notice there are two BOMView Revision objects. Step 2: Select the 1600/000-view BOMView Revision object and choose Open. This launches a PSE window showing the Product Structure for the 1600/000-view BOMView Revision.
Step 3:
Launch a second PSE window for the 1600/000-assembly BOMView Revision object. Return to the My Navigator application. Select the 1600/000-assembly BOMView Revision and choose Open. This loads that view in PSE and replaces the existing view loaded.
7-30
MT14330
Choose the Select Visible Window icon The List of available windows dialog displays.
Use the CTRL key to choose both entries in the list and choose the Display side-by-side button .
This splits the PSE display showing the two product structures side by side.
7-31
Step 4:
Compare the two BOM displays. Choose ToolsCompare....
Choose Single Level and choose OK.
7-32
MT14330
What is different about the assembly BOMView Revision? _________________________________________ Choose ToolsClear Compare. Close the PSE window.
7-33

Use the techniques presented in this Lesson to answer the following questions: Step 1: How many components does it take to build a 5101 Brake Assembly? _________________________________________ Step 2: How many first level components exist in the 3510 Boot, Assy Left as: Parts _________________________________________ Sub-Assemblies _________________________________________ Step 3: What is the part number for the Spacer in the 1510/000 Wheel Assy? _________________________________________ Step 4: What is the difference between the 1510/000 and 1510/001 Wheel Assemblies? _________________________________________
7-34
MT14330
Summary
When an Item is an assembly, you will see a BOM View Revision object that exists for the Item Revision object.
BOMView Revisions are used to manage product structure for Item Revisions. Opening a BOMView Revision object launches PSE. The Product Structure Editor (PSE) is the application within Teamcenter Engineering for creating, viewing and modifying Product Structure and its associated occurrence data. From PSE, if you wish to view one of the parts in the BOM, you can send the desired Item Revision to My Navigator. Item Revision configuration using Revision Rules is done by reading the Release Status of the revisions. Release Status is an attribute assigned to an object after the object successfully goes through a release.
7-35
Lesson
Product Structure - CAD View
Purpose The purpose of this lesson is to demonstrate how the Load Options Setting affects which revisions of component parts are loaded by Unigraphics NX when you open an assembly. Objective Upon completion of this lesson, you will be able to: Change the Load Options Revision Rule setting and view the resulting components that get loaded in the assembly.
8-1
Review of Release Status

A Status Type (or Release Status) can be set on almost any Teamcenter Engineering data upon completion of a release. An objects properties reflect the Release Status name and date. The following dialogs in Teamcenter Engineering show the value of an objects Release Status: Release Status and Release Date shown in My Navigator:
Revision Rules setting based on Release Status in PSE:
8-2
MT14330
Revision Rule set to Latest shows resulting Release Status in the Item Rev Status column in PSE:
Revision Rules used for Load Options in Unigraphics NX:
8-3
Configuring using Revision Rules

A Revision Rule is a method for evaluating which revision of a part should be chosen depending on certain criteria (for example, whether it has a particular approval status). In Unigraphics NX, Load Options are configured using Revision Rules to determine which data to load into Unigraphics NX, based on Status Type. List of Revision Rules The Revision Rules used in this training material for Load Options are: Any Status - loads the latest released revisions or , if none exist, then the working revisions. Latest - loads the latest Item Revision regardless of its Released Status. With this rule in effect, you will be able to view Work-In-Progress Item Revisions. Precise Only - loads the specific Item Revision that was in effect the last time the assembly Item Revision was saved. If newer revisions of the components of the assembly have been created since the last time the assembly was saved, they will not display regardless of wether they have a Release Status value or not. Released - loads the latest Item Revision with a Release Status of "Released". With this rule in effect, you will only view Item Revisions that have been released. Released; Config by Date - Loads the Item Revision with a Release Status of "Released" and an effectivity range that includes the date specified by the user by using Tools Revision Rule Set Date/Unit/End Item....
8-4
MT14330
Load Options
When you open an assembly part file, the system must find and load any component parts that are referenced by that assembly. To access Load Options, choose FileOptionsLoad Options in Unigraphics NX.
Load Options do not affect the actual part you are opening. Load Options only apply to any component parts that need to be loaded as part of the assembly.
8-5
Activity: Configuring using Revision Rules

In this activity, you will change your Revision Rule setting and observe which revisions of component parts are loaded by Unigraphics NX when you open an assembly. Step 1: Step 2: Launch UG with no parts loaded. If UG is already running, close all parts. Observe the default Revision Rules setting for Load Options. Choose FileOptionsLoad Options.... The Load Options dialog is displayed. Verify that Latest is selected. Choose Cancel. Step 3: Open the 1510 Wheel Assembly and observe the loaded components. In Unigraphics NX, choose Open. In the Part Number field, enter 1510 and press ENTER. The Part Revision 001 gets filled in automatically.
Choose OK to load the 1510/001 Wheel Assy.

Choose OK on the Warning dialog. Close the Information window. Choose AssembliesReportsList Components. The Component Report Information window appears. Notice the 1503/002 part revision appears at the top of the listing.
Close the Information window. Step 4: You can also verify which components are loaded by selecting the Assembly Navigator tab. Select the Assembly Navigator tab .
8-7
Notice that the 1503/002 Revision of the Wheel is loaded in the assembly because the Revision Rule is set to Latest. Step 5: Close all parts in Unigraphics NX. Choose FileCloseAll Parts. Choose Yes on the Warning dialog. Step 6: Change your Load Options to load the latest revision of components with Any Status in the assembly. Choose FileOptionsLoad Options.... The Load Options dialog displays. Choose the Any Status Revision Rule and choose OK. Step 7: Open the 1510 Wheel Assembly and observe the loaded components. In Unigraphics NX, choose Open. Expand the Find node for 1510. Select the 1510 Wheel Assembly and choose OK.
Choose OK on the Warning dialog. Close the Information window. Choose AssembliesReportsList Components. The Component Report Information window appears. Notice the 1503/001 part revision appears at the top of the listing. This is because of the Revision Rule setting of Any Status.
Close the Information window. Step 8: You can also verify which components got loaded by selecting the Assembly Navigator tab .
8-9
Notice that the 1503/001 Revision of the Wheel is loaded in the assembly. Step 9: Close all parts in Unigraphics NX.
Step 10: Change your Load Options to load the latest Released revision of components in an assembly. Choose FileOptionsLoad Options.... The Load Options dialog is displayed. Choose the Released Revision Rule and choose OK. Step 11: Open the 1510 Wheel Assembly and observe the loaded components. In Unigraphics NX, choose Open. Expand the Find node for 1510. Select the 1510 Wheel Assy. Choose OK. Close the Information window.
Choose OK on the Warning dialog. Choose AssembliesReportsList Components. The Component Report Information window appears.
Notice the 1503/000 part revision appears at the top of the listing. The 1503/000 has a status of Released. Step 12: View the Assembly Navigator.
8-11
Step 13: Close all parts in Unigraphics NX. Step 14: Change your Load Options to load the As Saved revision of components in an assembly. Choose FileOptionsLoad Options.... Choose the Load As Saved option at the top of the dialog.
Choose OK. Step 15: Open the 1510 Wheel Assembly and observe the loaded components. In Unigraphics NX, choose Open. Expand the Find node for 1510. Select the 1510 Wheel Assy. The 001 Part Revision is filled in. Choose OK. Choose OK on the Warning dialog. Close the Information window. Choose AssembliesReportsList Components. The Component Report Information window appears.
8-12
MT14330
Notice that the 1503/000 Revision of the Wheel is loaded in the assembly. Step 16: Exit Unigraphics NX. Choose File Close All Parts. Choose Yes on the Warning dialog. Choose File Exit. Choose Yes on the Exit dialog.
8-13
Summary
A Status Type (or Release Status) can be set on almost any Teamcenter Engineering data upon completion of a release. An objects properties reflect the Release Status by name and the Release Date. A Revision Rule is a method for evaluating which revision of a part should be chosen depending on certain criteria (for example, whether it has a particular approval status). When you open an assembly part file, the system must find and load component parts that are referenced by that assembly. Load Options let you specify how the system loads your part files.
8-14
MT14330
Lesson
Where Used and Where Referenced
Purpose In this lesson, you will perform a Where Referenced and Where Used search. Objective Upon completion of this lesson, you will be able to: Perform a Where Referenced search Perform a Where Used search
9-1
Performing a Where Referenced Search

A Where Referenced search is useful for finding parts and specifications related to an object. Suppose you want to find all locations where the BBDS5453 Axle, High Speed Design Specification is being referenced. To do this, select the BBDS5453/000-Axle, High Speed Document Revision and choose the Referencers tab. Set the Where pull-down list to Referenced.
The results of the Where Referenced query is a list of all objects that are related to the Design Specification.
9-2
MT14330
Key Points Following are some key points about Where Referenced search results: Where Referenced displays are connected with blue links. The Referencers tab allows you to perform either a Where Used or Where Referenced search in the same display. The relationships are displayed graphically in the Referencers window. You can perform iterative expansions of References by double-clicking an object in the Referencers window graphical display.
9-3
Activity: Perform a Where Referenced Search

In this activity, you will perform a Where Referenced search on the BBDS5453 Design Specification document. Step 1: Step 2: Step 3: Step 4: Go to the Items folder in My Navigator. Expand the BBDS5453-Axle, High Speed Document. Select the BBDS5453/000-Axle, High Speed Document Revision. Use Where Referenced to query the system to locate all parts affected by the Design Specification. Choose the Referencers tab and set the Where pull-down list to Referenced. If necessary, double-click the BBDS5453/000-Axle, High Speed Document Revision in the Referencers window to expand the view of object references.
9-4
MT14330
Step 5:
Find and expand the 1510-Wheel Assy Item. Notice that there are two revisions, 000 and 001.
Next, you will perform a Where Referenced search to find out why the 001 Revision was necessary. Close the Search window. Step 6: Perform a Where Referenced search on the 1510/001-Wheel Assy Item Revision. Select the 1510/001-Wheel Assy Item Revision and click the Referencers tab. Set the Where pull-down list to Referenced. If necessary, double-click the 1510/001-Wheel Assy Item Revision in the Referencers window to expand and view the object references. This gives you a list of objects that currently contain a reference to the selected Item Revision.
9-5
One of the referenced objects is an Engineering Change Revision. Viewing the CN Engineering Change object in CM Viewer gives you information about why the new revision was necessary. Step 7: Return to your Home folder.
9-6
MT14330
Performing a Where Used Search

Perform a Where Used search to find assemblies that use the selected Item. Suppose you want to find assemblies where the 1503-Wheel is being used. Highlight the 1503-Wheel Item and choose the Referencers tab. Set the Where pull-down list to Used and double-click the 1503-Wheel Item in the Referencers window.
This shows that both the 1510/000 and 1510/001 Wheel Assemblies use the 1503-Wheel Item.
9-7
Where Used Options To specify the depth of the output results, choose an option from the Depth pull-down list. The options to display include One Level, All Levels, or the Top Level assembly. Performing a Where Used search with the Depth set to All Levels shows all the Item Revisions that have the selected Item as a component. Performing a Where Used search with the Depth set to Top Level shows only the top-level assembly that uses the selected Item, as shown below:
You can also specify a Revision Rule to use in the Where Used search by selecting a Revision Rule from the Where-Used Rule pull-down list.
9-8
MT14330
Key Points Following are some key points about Where Used search results: Where Used displays are connected with red links. The Where-Used search results consist only of Item Revision objects. You can perform iterative expansions of Where Used search results by double-clicking objects displayed in the Referencers window. You can specify the depth of the output results You can choose to display the Where Used results with only One Level, All Levels, or the Top Level assembly. You can specify the Revision Rule to use in the Where Used search by selecting a Revision Rule from the Where-Used Rule pull-down list.
9-9
Activity: Perform a Where Used Search

In this activity, you will perform a Where Used search on the 1503-Wheel to see where it is used. Step 1: Step 2: Find the 1503-Wheel Item. Perform a Where Used search on the 1503-Wheel Item. Select the 1503-Wheel Item and choose the Referencers tab. Verify the Where option is set to Used and the Depth option is set to One Level. If necessary, double-click on the 1503-Wheel icon in the Referencers window. This shows you the next higher assemblies that use the Wheel.
Step 3:
Perform a Where Used search on the 1510/001-Wheel Assy. From the Where Used results display, double-click on the 1510/001 Revision Item icon. The 1510/001-Wheel Assy is used in the 2505/000-Frame Assy.
9-10
MT14330
Step 4:
Perform a Where Used search on the 2505/000-Frame Assy. From the Where Used results display, double-click on the 2505/000 icon. Continue doing this until you get to the top-level assembly. You could also set the Depth to All Levels to get the same result.
9-11
Summary
The Referencers application allows you to perform either a Where Used or Where Referenced search in the same display. The relationships are displayed graphically. Perform a Where Referenced search to find out where a selected object is being referenced. Where Referenced displays are connected with blue links. Perform a Where Used search to find assemblies that use the selected Item Revision. You can choose to display the Where Used results with only One Level, All Levels or the Top Level assembly. Where Used displays are connected with red links. You can perform iterative expansions of the search by double-clicking the object icon in the Referencers window.
9-12
MT14330
Lesson
10 Product Structure Create/Extend
Purpose The purpose of this lesson is to create Bill of Material (BOM) data using Teamcenter Engineering. Objective Upon completion of this lesson, you will be able to: Build Structure using Product Structure Editor (PSE) Extend CAD created structure with Product Structure Editor (PSE)
10-1
Product Structure - Create/Extend
Building Structure
You can create structure using the following techniques: the New Item dialog the Copy and Paste options the Add... and Paste... options
Using Copy and Paste Copying and pasting information into PSE is one method for building structure. You can do the following: Copy more than one Item Revision to create several components at the same time. Use the Paste option to take Items and Item Revisions from the clipboard and create components in an assembly in PSE. Select several target assemblies to add the components in one operation. Copy Items and Item Revisions from other Application windows and Paste them into a PSE window.
10-2
MT14330
Using the Paste... dialog If you want to paste a component multiple times, use the Paste... dialog. This method pastes what is currently in your clipboard.
Number of Occurrences corresponds to the number of times the part number is displayed in the BOM. Quantity per Occurrence is the quantity within each specified occurrence.
10-3
Using the Add... dialog The Add... dialog is similar to the Paste... dialog. The main difference is that the Paste... dialog pre-populates the Item ID (Revision) and Name fields with an Item (Revision) from the clipboard. Using Add... dialog you can specify a component by typing in the ID (rather than pasting from the clipboard).
Number of Occurrences corresponds to the number of separate components that would be added. Quantity per Occurrence is the quantity that each single occurrence represents in the BOM. To use Add... you must know the Part Number.
You can add multiple occurrences, as well as more than one quantity per occurrence. For example, you might have 1 occurrence of a rivet with a Quantity per Occurrence of 50, or 2 occurrences of a rivet each with a quantity of 25.
10-4
MT14330
Activity: Create Assembly Structure

In this activity, you will build a Recreational In-line Skate Assembly structure. Step 1: Step 2: Change your Role to Product Engineer. Create a new recreational skate line top level Item. Select your Items folder. In Teamcenter Engineering, choose FileNewItem.... This displays the New Item dialog. Step 3: Enter the Item ID, Revision, Name, and Description. Select Item for Type. Enter the Item ID=6205_###, where ### denotes a number designated by your instructor. Enter the Revision 000. Enter the Name=Rec. Skate Assembly Enter the Description=Recreational Skate Line The Unit of Measure field, when left blank, implies "each."
Choose Finish to create the Item. Choose Close to close the New Item dialog. The new Item is placed in the Items folder.
Step 4:
Start PSE on the top-level assembly. Select the 6205_###-Rec. Skate Assembly Item. Right-click and choose Send ToPSE. The PSE application displays.
Step 5:
Create the new Skate Assembly, Left Item. In PSE, select the 6205_###/000 Rec. Skate Assembly. Choose FileNewItem.... You can also use the CTRL-T key combination to access the New Item dialog and create the Item. Select Item for Type. In the Item ID field, enter 3210_###.
10-6
MT14330
In the Rev field, enter 000. In the Name field, enter Skate Assembly, Left. Choose Finish to create the Item. The new Item is placed in the 6205_###/000-Rec. Skate Assembly.
You may need to make the BOM Line column wider.
In the next Steps, make sure to highlight the correct node when adding the Item. You can use Cut, Copy, and Paste to fix any mistakes, if necessary. Step 6: Create the new Skate Assembly, Right Item. Make sure the 6205_###/000-Rec. Skate Assembly is selected. The New Item dialog is still displayed. Select Item for Type and choose Next. Enter the Item ID=3220_###. Enter the Revision=000. Enter the Name=Skate Assembly, Right. Choose Finish to create the Item. Choose Close to close the New Item window. Step 7: Create the new Boot Assembly, Right Item. Select the 3220_###/000-Skate Assembly, Right.
Use the CTRL-T key combination to access the New Item dialog. Select Item for Type. Enter the Item ID=3230_### Enter the Revision=000. Enter the Name=Boot Assembly, Right. Choose Finish to create the Item. The new Item is placed in the 3220_###/000-Skate Assembly, Right. Choose Close to close the New Item dialog. Select the 3220_### node and choose the + sign to expand it.
Step 8:
Create the Liner, Shell, and Tongue Items inside the Boot Assembly, Right. Select the 3230_###/000-Boot Assembly, Right. Use the CTRL-T key combination to access the New Item dialog. Select Item for Type. Enter the Item ID=3240_###. Enter the Revision=000. Enter the Name=Liner, Right. Choose Finish to create the Item.
10-8
MT14330
The New Item dialog is still displayed. Select Item for Type and choose Next. Enter the Item ID=3250_###. Enter the Revision=000. Enter the Name=Shell, Right. Choose Finish to create the Item. The New Item dialog is still displayed. Select Item for Type and choose Next. Enter the Item ID=3260_###. Enter the Revision=000. Enter the Name=Tongue, Right. Choose Finish to create the Item. Choose Close to close the New Item dialog. Select the 3230_### node and choose the + sign to expand it. At this point, your 6205_###/000-Rec. Skate Assembly should look like the structure shown in the following diagram:
Step 9:
Save the PSE. Choose the Save icon.
Step 10: Add the 3102 Boot, Right Item to the Boot Assembly, Right.
In PSE, highlight the 3230_### node and choose EditAdd.... In the Item ID field, enter 3102 and press ENTER. The Add dialog is filled in with information about the 3102 Item ID.
Choose Apply.
Step 11:
Add the 3118 Collar to the Boot Assembly, Right. With the Add dialog still displayed, enter 3118 in the Item ID field, and press ENTER. Choose OK. The 3118 Collar Item is placed inside the assembly. At this point, your 6205_###/000-Rec. Skate Assembly assembly should look like the structure in the following diagram.
10-10
MT14330
Step 12: Save PSE. Choose the Save icon. Step 13: Find an existing Buckle Assembly by Name and add it to the Boot Assembly, Right with a quantity of three (3). Return to My Navigator and choose Search. Select the Item... query from the drop-down list. Choose More... to see all fields. Choose Clear this query form. In the Name field, enter Buckle Assembly.
Choose Execute this query.
10-11
Select the 4103-Buckle Assembly and choose Copy. Return to the PSE application, select the 3230_###/000-Boot Assembly, Right. In the next action, be sure to select EditPaste... rather than EditPaste because this displays a different dialog. Choose EditPaste...
Enter 3 in the Number of occurrences field. Choose OK. Three occurrences of the Buckle Assembly are added to the 3230_###/000-Boot Assembly, Right.
At this point, your 6205_###/000-Rec. Skate Assembly should look like the structure in the following diagram:
Step 14: Save PSE. Choose the Save icon. This saves your PSE window with the assembly you have built so far. Next, you will add an existing Brake Assembly to your 6205_###/000-Rec. Skate Assembly. To demonstrate copying structure between two PSE windows, you will open a second PSE window for the 6120/000-Skate Assembly, Right (which contains a Brake Assembly). You will then Copy and Paste the structure of the Brake Assembly from the second PSE window into the 6205_###/000-Rec. Skate Assembly PSE window. Step 15: Find the 6120 Skate Assembly, Right and send it to PSE. In My Navigator, search for the Item ID=6120. Select the 6120-Skate Assembly, Right from the search results. Right-click and choose Send ToPSE.
10-13
Step 16: Create side-by-side PSE Views. Choose the Select visible window icon. The List of Available windows appears.
Highlight both Items in the Structure list and choose the Display windows side by side button.
10-14
MT14330
Step 17: Copy the existing Brake Assembly into your Skate Assembly, Right. In the 6120/000-Skate Assembly, Right, select the 5101/000-Brake Assembly. Choose Copy. In your 6205_###/000-Rec. Skate Assembly, select your 3220_###/000-Skate Assembly, Right. Choose Paste. Be careful with the next two actions. In the upper right corner of the 6120/000-Skate Assembly, Right PSE window, click the x to close the window. Choose the Save icon to save the 6205_### PSE window. Step 18: Remove the Tongue from the Boot Assembly, Right (decide that it is not going to be used). In the 6205_###/000-Rec. Skate Assembly window, select the 3260_###/000-Tongue, Right.
Choose the Remove a line icon the BOM.
to remove this line from
10-15
At this point, your 6205_###/000-Rec. Skate Assembly should look like the structure in the following diagram:
Step 19: Save and Close PSE. Choose the Save icon. Choose FileClose in the PSE window.
10-16
MT14330
Activity: Complete Product Structure for Skate Line

In this activity, you will add the Frame Assembly to the Recreational Skate Assembly. Step 1: Send the top level Rec. Skate Assembly to the PSE application. In My Navigator, expand the Items folder to locate the 6205_###-Rec. Skate Assembly Item. Select the 6205_###-Rec. Skate Assembly Item. Right-click and choose Send To PSE. The PSE application displays.
Step 2:
Add the Frame Assembly to the Skate Assembly, Right. In My Navigator, search for the 2105-Frame Assembly. Select the 2105-Frame Assembly Item. Choose Copy. In the PSE application select the 3220_###/000-Skate Assembly, Right. Choose Paste. Expand the 3220_###/000 node.
10-17
Step 3:
Save PSE. Choose FileSave.
10-18
MT14330
Summary
You can create product structure in PSE using the Add... and Paste... dialogs.
The main difference between Add... and Paste... is that the Paste... dialog pre-populates the Item ID (Revision) and Name fields with an Item (Revision) from the clipboard. Using Add... you can specify a component by typing in the ID (rather than pasting from the clipboard). Number of Occurrences correponds to the number of separate components that would be added.
10-19
Lesson
11 Product Structure - Advanced
Purpose The purpose of this lesson is to demonstrate some advanced features of PSE. Objective Upon completion of this lesson, you will be able to: Create and use Variant Data Create multiple BOMView Revision Types Create an Alternate Component
11-1
Product Structure - Advanced
Introduction to Variant Functionality

Variant Functionality allows you to create Options (for example, model) and the allowed Values (for example, Flash, Glider) and associate these with an Item Revision. Using Variant functionality, you can: Define a Variant Condition on those occurrences which are subject to Variant Rules. For example, only load IF Option model = Value Flash" is specified in the Variant Rule. Set a Variant Rule to configure a particular variant of the assembly or product. Set Default Option values for the Variant Rule. Create Variant Rule Checks to specify Option values, or combinations of values, that are not allowed.
Changes to variant data are controlled by being associated with Item Revisions and BOMView Revisions using the usual methods in Teamcenter Engineering.
11-2
MT14330
Example of Variant Functionality

The following diagram illustrates the Variant functionality as it applies to the Recreational Skate Assembly being used throughout this lesson for examples and activities.
11-3
Creating Variant Data

The scenario described in this section illustrates the general procedure for creating variant data. This same scenario is used for the activities you will complete in this lesson. First, you create an Option named model on the Recreational Skate Line with allowed values of Flash, Glider, Streetsmart and Windrunner. You define the Options using the Variants tab in PSE.
Having established the Options used to drive different configurations of the Recreational Skate Assembly, you then specify a variant condition on the Shell component to configure it appropriately. For the Shell component, you want a condition that says: only load this component if the model Option is set to a value of Streetsmart or Windrunner.
11-4
MT14330
For example, Load IF model = Streetsmart OR Load IF model = Windrunner.
You have now created all the static variant data which is necessary to configure a variant BOM. These operations are typically performed by the engineering department or a specialized configuration department.
A specific Option value does not necessarily relate to a single component. Variant Conditions including a particular Option value can cause any number of components, at different places in the BOM, to be configured or not. This makes the variant functionality very powerful and flexible.
11-5
Variant Data Location

Variant data is stored on the following objects: On the Item Revision: Options and Allowed Values Fixed and Derived Default Values Variant Rule Checks
On the Occurrence: Variant Conditions
11-6
MT14330
Controlling Changes Changes to variant data can have a dramatic effect on variant configuration. The Variant Rule can be set by any user to configure a particular variant. It is up to those creating variant data to ensure that the necessary Variant Rule Checks exist so that only valid rules can be set. Command Suppression can be used to remove the Variant Rule functionality from specified users and groups. Variant data is owned by a specific Revision of an Item. As the Item evolves, it may be necessary to change the set of allowed values for a particular Option, or possibly add further Options. Finding out Where Variant Data is Located Options and Defaults - The Variant Rule indicates which Item Revision the Option is owned by and on which Item any Defaults have been set. Variant Data on Items - A Y in the HVD - Has Variant Data column in PSE indicates an Item has variant data associated with it. You can use the Option Defaults, Define Options or Variant Rule Check dialogs to view the associated variant data. Variant Components / Variant Conditions- The node for components that have Variant Conditions displays a symbol and the Variant Conditions column in the PSE application displays the condition.
11-7
Where Variant Data is Stored in the BOM When populating a BOM with variant data, you will need to determine to which assembly items the Options, Defaults and Variant Rule Checks should be attached. There are two broad kinds of variant data - data set by marketing or customers to specify the variant of the product they want, and data set by engineers to control more detailed variant information with which customers are not concerned. Marketing data is probably best stored at the product level, which is the context for that kind of user. Engineering variant data is more likely to be stored at the lower levels on which engineers responsible for specific modules or sub-assemblies work. Engineers are concerned with ensuring the correct components get loaded for a particular Option and that invalid combinations cannot be configured. Option Identification Option names are not unique in the database, they are unique within the item to which they are attached. Options are generally displayed with their owning Item. You only need to specify an item when the Option is not unique.
11-8
MT14330
Activity: Add Options to Recreational Skate Line

In this activity, you will add Variant Options to your new Recreational Skate Line. Step 1: Go to the PSE application and select 6205_### Rec. Skate Assembly. On the Recreational Skate, add a Variant Option called "model" with the values of Flash, Glider, Streetsmart and Windrunner. Click the Show/Hide Data Panel icon Click the Variants tab. .
Step 2:
Choose the Show legacy, variant data tab panel icon located at the bottom of the tab panel. The legacy Variant data tab panel displays.
11-9
Select Options from the Variants window. Enter model in the Name field. Enter various recreational skate models in the Description field. Choose the Create icon .
Expand the Options list and highlight model.
11-10
MT14330
Enter Flash in the Value field.
Click the + icon to add Flash as an Option Value for model. Enter Glider in the Value field and click the + icon. Enter Streetsmart in the Value field and click the + icon. Enter Windrunner in the Value field and click the + icon. Choose the Modify option .
Choose the Save variant data icon Step 3:
Specify Flash as the Option Default value for model. Select Option Defaults from the Variants window.
11-11
From the Option selector list, select [6205_###] model.
From the Value selector list, select Flash.
Choose the Create option default icon default.
to create the
11-12
MT14330
The Option Defaults value for the [6205_###] model is now set to Flash.
Choose the Save icon to save your work. Step 4: Create Variant Conditions on the Shell to load if the model is Streetsmart or Windrunner. In the PSE window, expand the 3230-Boot, Assembly, Right. Select your 3250_###/000 Shell in the PSE window.
Choose the Edit the variant condition icon The Variant Condition dialog appears.
11-13
Select the Option list from the middle of the Variant Condition window and choose [6205_###] model. Select Streetsmart from the Value list and choose the Append icon .
Click the OR toggle. Select Windrunner from the Value list and choose the Append icon.
11-14
MT14330
The Variant Conditions window should look like the following:
Choose OK. Notice the symbol indicating that Variant Conditions exist for the Shell.
11-15
Step 5:
Create Variant conditions on the Boot to load if the model is Flash or Glider. Select the 3102_###/000 Boot, Right. With the Boot selected, repeat Step 4 to load the Boot as a component for the Flash OR Glider skate models. Your Variant Conditions should look like this.
Choose OK. Step 6: View your results in the PSE window. Toggle the Show/Hide Data Panel icon .
You may need to rearrange your PSE Column Options to look like this.
11-16
MT14330
Choose the PSE application Save icon
11-17
Setting and Saving a Variant Configuration

Variant Configurations are used to configure a particular variant of a BOM. The Variant Configuration dialog presents you with all the Options that are used in the BOM for which you can then set values, as required. You do not have to specify values for all Options. They can remain unset, although you would want to set them all to completely define the product variant. A Variant Configuration is what the Marketing or Sales organization would typically use to configure a particular variant of the product. Configurations are limited to those that engineering have allowed when creating the variant data on the BOM.
The Configure dialog shows buttons to Load and Save Variant Configurations. You can choose the Default button to set the values of options back to their default values after they have been set to other values in the dialog.
11-18
MT14330
Saving Variant Configurations

You can store Variant Configurations in the Teamcenter Engineering database as objects. These can be retrieved at a later time and applied to a PSE session. This saves you from having to set all the Option values manually when looking at different configurations of the product. Choosing Save on the Configure dialog displays the Save configuration dialog.
Variant Configuration objects can be attached to appropriate Items and are subject to release procedures and access control.
11-19
Activity: Setting and Saving a Variant Configuration

In this activity, you will create a Variant Configuration object for each skate model in the Recreational Skate Line. Step 1: Create a Variant Configuration for the Flash model. In the PSE application, with the 6205_###/000-Rec. Skate Assembly selected, choose the Set, save, and load variant option values icon .
Notice that Flash is the default model for the skate assembly.
Choose the Save button in the Configuration dialog. The Save configuration dialog appears.
11-20
MT14330
In the Name field, enter Flash. Leave the Description field blank. From the In module as: pull-down list, select the Relation Type of IMAN_Reference. Choose OK on the Save configuration dialog. Choose OK on the Configure dialog.
Step 2:
View your results in My Navigator. Return to My Navigator application. Close the Search window and select the Home folder tab. Expand the 6205_###/000 Item Revision. You should see the Flash Variant Configuration object.
11-21
If necessary, select the 6205_###/000 Item Revision and choose ViewRefresh.
Step 3:
Create a Variant Configuration for the Glider, Streetsmart and Windrunner models. In PSE, with the 6205_###/000-Rec. Skate Assembly selected, choose the Set, save, and load variant option values icon Select Glider from the Value pull-down list. .
Choose the Save button. Enter Glider in the Name field. Leave the Description field blank. From the In module as: pull-down list, choose a Relation Type of IMAN_reference. Choose OK. Repeat this for the Streetsmart and Windrunner models.
Choose OK to exit the Configure dialog. Close the PSE application. Step 4: View your results in My Navigator. Return to My Navigator application. Expand the 6205_###/000 Item Revision. Select the 6205_###/000 Item Revision and choose ViewRefresh. You should see the four Variant Configuration objects.
Step 5:
Check to see which components get loaded into the BOM for each of the different models. Send 6205_###/000 to the PSE and fully expand the structure. Notice that the 3102_###/000 Boot, Right is configured and the 3250_###/000 Shell, Right is not.
Notice the Y in the VOC column for the 3102_###/000 Boot, Right. This is because the model Option Value is set to Flash as the default. To load and view the effect of a Variant Option in PSE, select the 6205_###/000 Rec. Skate Assembly Item and choose the Set, save, and load variant option values icon
.
11-23
This displays the Configure dialog. Select the Windrunner model from the Value list as shown.
Choose OK in the Configure dialog. Notice that the 3250_###/000 Shell, Right is configured and the 3102_###/000 Boot, Right is not.
You can choose to hide/display unconfigured variant parts by toggling ViewShow Unconfigured Variants.
11-24
MT14330
Close the PSE application. This concludes the activity.
11-25
How does PSE work?

PSE displays the information that resides in the BOMView revision. Using PSE, you can see what the assembly structure of a product looks like. You can navigate through the assembly to find components and then access any data associated with those components.
11-26
MT14330
BOM Views and BOM View Revisions

BOM Views are used to manage product structure information for an Item. Similarly, BOM View Revisions are used to manage product structure for Item Revisions. When you add a component to an assembly, you are creating an occurrence of that item or item revision in the assembly. This occurrence is displayed as a line in the BOM. Each assembly revision has its own BOM View Revision (BVR). When you save your PSE session, you are saving the changes to every modified BOM View Revision in that PSE window. If you expand an item revision in My Navigator, you will see the BOMView Revision object, which is the object in which the occurrence information is stored. The BOMView Revision objects for the 6205_###/000 Skate Assembly are shown as the last two objects in the following diagram.
11-27
PSE Multiple Views

Save As... BOMView (Revision) You can create a new BOMView Revision by selecting an existing BomView Revision object and choosing FileSaveAsBOMView(Revision)...
This action results in the following: A BOMView Revision object is created and associated with an Item Revision. The Item ID and Item Revision of the owning Item are not editable, they are just confirmation that the correct Item Revision was selected. The name for the BOMView Revision is derived from the ID of the owning Item/Revision by appending the view type. Only one BOMView Revision of a given view type (view, assembly) can exist for an Item Revision.
11-28
MT14330
Activity: Creating Multiple BOMView Types

In this activity, you will create a new BOMView type for the Rec. Skate Assembly. In addition to the default initial view (view), you will create a second view named "assembly." The assembly view will also contain a Fixture for the assembly process. The Fixture will be created as a new Item of Type Fixture. Step 1: Step 2: In My Navigator, change your role to Tooling Engineer. Fully expand your 6205_### Rec. Skate Assembly Item to show the "view" BOMView Revision. Expand your 6205_###-Rec. Skate Assembly Item. Expand your 6205_###-Rec. Skate Assembly Item Revision. This displays the "view" BOMView Revision object.
Step 3:
Copy (SaveAs) the "view" BOMView Revision to create an "assembly" BOMView Revision. From My Navigator, select the 6205_###/000-view BOMView Revision object. Choose FileSaveAs... This displays the SaveAs BOMView Revision dialog populated with values from the view BOMView Revision, by default.
11-29
Choose More... in the list of Types. A pop-up window appears.
Select the assembly Type from the list. Choose OK. Select the 6205_###/000 Item Revision and choose ViewRefresh.
Notice the new assembly BOMView Revision object in the 6205_###/000 Item Revision. Step 4: Create a new Fixture for your 6205_###/000-assembly BOMView Revision. Select the Items folder and choose FileNewItem.... Select Fixture as the item type to create and choose Next. In the ItemID field, enter 3270_###. In the Rev field, enter 000. In the Name field, enter Assembly Jig.
11-30
MT14330
Choose Finish. The new Item is created in the Items folder. Choose Close to close the New Item dialog. Step 5: Add the Fixture to the assembly BOMView Revision. In My Navigator, select the 3270_###/000-Assembly Jig Fixture Revision. Choose Copy. Send the 6205_###/000-assembly BomView Revision to PSE. In PSE, select your 6205_###/000-Rec. Skate Assembly BOMView Revision and choose the Paste icon. Choose the PSE application Save icon.
11-31
Alternate Occurrences
Alternate components are parts which are interchangeable with a particular component in an assembly. These are often useful in manufacturing, allowing an alternate to be used which is cheaper or quicker to purchase. Alternates are specific to a single occurrence within an assembly. Key Points Following are some key points about alternate components and occurrences: One of the alternates is the Preferred alternate, and is always displayed in the BOM. The Preferred Alternate is the one used when running Unigraphics NX. You can change the Preferred Alternate. You can add any number of alternate components for a particular line in the BOM. Alternates are unique to the BOM. This means that identifying a Part as an Alternate of another Part only applies in the current BOM. Occurrences of the part in other BOMs are not affected. To view the alternate components for a part, select the component and choose the icon.
Adding an alternate is a modification to the BOM View Revision, and you must therefore have write access. Changing the preferred alternate is allowed during the session, but the change can only be saved if you have write access. Alternate Component Display Alternate components are identified with the symbol.
11-32
MT14330
Activity: Add Alternate Fixture to the Assembly View

In this activity, you will provide an alternate Assembly Fixture for your 6205_###/000 Rec. Skate Assembly Assembly BOMView Revision. This is done using the PSE application. Step 1: Provide another Assembly fixture as an Alternate. Open the 6205_###/000-assembly BOMView Revision in PSE, if it isnt already. Select the 3270_###/000-Assembly Jig. Click the List Alternate Components icon .
The List Alternates dialog appears.
Choose the Add... icon.

The Add dialog appears.
In the Item ID field, typeT2105. Press the ENTER key on the keyboard. Choose OK. View your results in the PSE window. Notice the 3270_###/000-Assembly Jig Fixture Revision contains an Alternate display symbol.
To view the Alternates for this part, choose the List Alternates icon .
11-34
MT14330
Close the List Alternates dialog. Choose the PSE application Save icon. Close the PSE application.
11-35
Summary
PSE displays the information that resides in the BOMView Revision. BOMView Revisions are used to manage product structure for Item Revisions. Variant Configurations are used to configure a particular Variant of a BOM. The Variant Configuration presents you with all the Options that are used in the BOM for which you can then set values as required. A Variant Configuration can be set by any user to configure a particular Variant. Variant data is owned by a specific Revision of an Item. Variant Configurations are stored in the Teamcenter Engineering database as objects. Alternate components are parts which are interchangeable with a particular component in an assembly. These are often useful in manufacturing, allowing an alternate to be used which is cheaper or quicker to purchase. Alternates are specific to a single occurrence within an assembly. Alternate components are identified with the symbol.
11-36
MT14330
Lesson
12 Workflow -View and Initiate
Purpose The purpose of this lesson is to describe the process of submitting data for review using Teamcenter Engineering. Objective Upon completion of this lesson, you will be able to: Submit Data for Review Work with the Inbox Identify States of Life-cycle Recognize that you have a Task to Perform Explain the difference between Target and Reference objects
12-1
Workflow -View and Initiate
Overview of Workflow
Workflow stems from the concept that all work flows through one or more processes in order to accomplish an objective. Workflow is the automation of those business processes. Using Workflow, documents, information, and tasks are passed between participants during the completion of a particular process. Your Site Administrator will use Process Designer to model workflow processes, allocate resources, and manage data according to business rules. Users will utilize the Inbox to accomplish workflow tasks. Teamcenter Engineering provides three applications used to accomplish Workflow objectives: Process Designer is a graphical Process Designer application. System Administrators use Process Designer to graphically create process templates which end users can then use to initiate Workflow processes. Inbox allows you to perform and track tasks that have been either assigned to you or were created by you. Inbox provides you with a list of all the tasks that you are responsible for, and allows you to complete those tasks. Process Viewer allows end users to view the progress of a Workflow process, even if they are not a participating member of that particular process.
A Process uses defined tasks to automatically notify selected users requesting work signoff. The requests are tracked through an electronic Inbox and each request maintains pointers to the data being approved. A Process can have any number of tasks arranged in a serial or parallel progression. At the time of signoff, each Review Task has a list of users allocated to perform the signoff.
12-2
MT14330
States of Release
A Status Type (Release Status) can be set on almost any data upon completion of a Process. The "Release Status" property of the object informs you about the function or purpose of the data. An objects Release Status properties include the Release Status Name and the Release Status Date. An example of Release Status is shown in the following diagram.
Data in the system can be in one of three states: Statused - Data stored with Item Revisions that have obtained this status are considered "Production" data. The data is generally in a "write-protected" mode meaning it cannot be changed unless a new revision letter is created. In-Process - The object is currently in a workflow process. (Empty Value) - If the Item Revision has no value for status, it is said to be "Working" data. That means someone is currently working on the data contained in the Item Revision.
12-3
Initiating a Process
To start a process on data, select the Revision object and choose FileNewProcess. The New Process dialog is displayed. Notice that the selected object is placed on the list as a Target.
Key Points Following are key points about the New Process dialog: Process Name may be changed but is populated with a name based on the object you selected. The Process name should be short and descriptive. Description field can be used to describe the process (optional). Select the desired Process Template from the drop-down menu.
12-4
MT14330
How do I know I have a Task to Perform?

When you receive a new task that requires your attention, the Inbox icon appears in the lower right corner of the display stating the message, New task found.
To launch the Inbox window, double-click the Inbox icon.
12-5
Working with the Inbox

The Inbox is used to perform electronic workflow processes. Key Points Following are key points about working in the Inbox. The Inbox is used to access tasks, notify you of new tasks and provide access to the Process window. You will use the Inbox for the review and approval of data in the Tasks to Perform folder The only tasks you will see in your Inbox are those tasks that you must perform or those tasks for which you are the person responsible. You may use Inbox to identify users to review the data.
The Tasks to Track folder contains tasks you assigned to other users for processes you have initiated.
12-6
MT14330
Selecting the Sign-off Team

When you initiate a Review process, the first thing you must do is assign specific users to perform the sign-offs for each review task defined in the process. You can do this using any of the following methods: Task View Process View Perform icon
Task View From the Inbox, click on the desired task with the Task View option selected on the Viewer tab. This displays the Task View. The Task View gives you a focused view of the selected task.
12-7
Process View From the Inbox, click on the desired task with the Process View option selected on the Viewer tab. This gives you a graphical display of the overall process as it moves through the different states of release.
12-8
MT14330
Perform icon Another way to perform a task is to highlight the desired task and choose the Perform icon .
Selecting the select-signoff-team task and choosing Perform brings up the Select Signoff dialog.
To assign a signoff team member, highlight the Role, select the user to perform the signoff, and choose the + sign.
12-9
Check-In
You cannot initiate process on data that is checked out. To remove the checked out status of data when you are finished working on it, you can use either the Check-In or Cancel Check-Out options. Performing a Check-In You can use the ToolsCheck In/OutCheck-In action to unlock the data that is checked out.
Cancel Check-Out You can use the ToolsCheck In/OutCancel Check-Out option to unlock a checked-out object and return the dataset to the original condition it existed in before it was checked out.
12-10
MT14330
Activity: Initiating the Workflow Process

In this activity, you will initiate the Workflow process. First, you will verify that the Part is checked in. Step 1: Logon to Teamcenter Engineering as the Design Engineer, de### (where ### is a number designated by your instructor). If you are currently logged into Portal, exit the Portal application and log back in as de###. Step 2: Step 3: Verify that your role is set to Design Engineer. Expand your Newstuff folder to locate the part for release.
Step 4:
Expand the Item to show the 1250-###/000-Axle Item Revision.
Step 5:
Verify that the data being released is checked in. Expand the 1250-###/000-Axle Item Revision. Select the Item Revision and review the CO (Checked Out) column in the Properties table. You may need to scroll to the right to view the CO column. If the data is Checked out, you will see a Y in the CO column.
12-11
Step 6:
Initiate your 1250-###/000-Axle Item Revision for release. Select the 1250-###/000-Axle Item Revision and choose FileNewProcess....
The value in the Process Name field defaults to the name of the object you selected for release. Notice the 1250-###/000-Axle Item Revision has automatically been pasted into the Process Name field with a relation of Target shown in the Attachments tab. Enter a description in the Description field, if desired (this field is optional). Set the value of the Process Template field to Production Release. Choose OK on the New Process dialog to initiate the object for release. If necessary, choose OK on the Warning dialog. Because you are the initiator of the Process, the next task will be sent to your Inbox.
12-12
MT14330
Activity: Submitting Data for Review

In this activity, you will continue in the role of Design Engineer to submit data for review. Step 1: You should be logged on to Teamcenter Engineering as the Design Engineer, de###. Click the Open Inbox icon .
Step 2:
The Inbox contains the Tasks to Perform and Tasks to Track folders.
Step 3:
Locate and view the Design Engineers task. Expand the Tasks to Perform folder. You have a task to perform.
Expand the Originator Prepare for Review task object. Expand the Targets folder.
12-13
The data listed in the Targets folder is the data that will be submitted for review. At the end of a successful review process, this data will be "Released." Expand the References folder. The References folder is empty. Select the Originator Prepare for Review task object. Choose the Viewer tab.
Your next task is to initiate the requests for review. You will select the signoff team for all levels of the Process. Select the Process View toggle to view the process flow.
12-14
MT14330
The Process View shows you all levels of the process. Expand the Product Engineer Review, Engineering Analyst Review, and Manufacturing Engineer Review levels in the Process window.
Step 4:
Select the Signoff Team for the Product Engineer Review.
12-15
Select the select-signoff-team task in the Product Engineer Review task and choose the Perform icon My Navigator Tool bar. The Select Signoff Team dialog appears. on the main
Select */Product Engineer/1 in the Profiles list on the left side of the dialog. Select your User ID ( pe###) from the User drop-down list and click the + sign.
Choose Close. You have just selected the signoff team for the first level of the process, the Product Engineer Review level. Step 5: Select the Signoff Team for the Engineering Analyst Review. Select the select-signoff-team task in the Engineering Analyst Review task and choose the Perform icon The Select Signoff Team dialog appears. Select */Engineering Analyst/1 in the Profiles list on the left side of the dialog. Select the User ID for the reviewer from the User drop-down list ( ea###). .
12-17
Click the + sign to assign the selected user.
Choose Close. Step 6: Select the Signoff Team for the Manufacturing Engineer Review. Assign the Manufacturing Engineer Review task to a Resource Pool for the Manufacturing Engineer Role. Select the select-signoff-team task in the Manufacturing Engineer Review task and choose the Perform icon The Select Signoff Team dialog appears. .
12-18
MT14330
Select */Manufacturing Engineer/1 from the Profiles list on the left. In the next action, select the * from the User drop-down list. This assigns the task to a Resource Pool, which means that any user with the Role of Manufacturing Engineer can perform this signoff. This will be discussed in more detail later on. Scroll down to the bottom of the User list, select * and then click the + sign.
Choose Close. You have completed the selection of signoff teams for all levels of the Production Release process. Step 7: Indicate that you have completed the selection of the signoff teams (Originator Prepare for Review). Select the Task View toggle on the Viewer tab.
12-19
Check the Done box at the bottom of the Task View display and choose Apply. Notice the Originator Prepare for Review task object is removed from your Tasks to Perform folder and a perform-signoffs task appears in your Tasks to Track folder. Expand the Tasks to Track folder.
The initiator uses the display of the perform-signoffs task to track the progress of the process throughout all subsequent downstream tasks. Step 8: View the current state of the process. In the Tasks to Track folder, select the perform-signoffs task object. With the Viewer tab selected, choose the Task View toggle.
12-20
MT14330
Using Task View, you can see that the Product Engineer ( pe###) is currently assigned to review the task. The current disposition of the task is No Decision. Select the Process View toggle on the Viewer tab. Select the top entry of the Task Tree (Production Release).
Selecting the top node of the Task Tree allows you to see the big picture of the process flow in the Process View display.
You can widen the Process window to see the full name of each review task. Observe in the diagram that the Originator Prepare for Review task is complete (flag icon) and the Product Engineer Review task is currently active (traffic light icon). The Engineering Analyst Review and Manufacturing Engineer Review tasks have not yet begun (Pending Tasks).
Step 9:
Exit the Portal application. Choose FileExit. Choose Yes to exit Portal. You have completed your work as the Design Engineer. Next you will assume the role of Product Engineer and perform the corresponding tasks.
12-22
MT14330
Summary
The Inbox is used to access tasks, notify you of new tasks and provide access to the Process window. The only workflow objects that you will see in your Inbox are those tasks that you must perform or those tasks for which you are the person responsible. Data in the system can be in one of the following Life-cycle states: Released - Data stored with Item Revisions that have obtained this status are considered "Production" data. The data is in a "write-protected" mode meaning it cannot be changed unless a new revision letter is created. In-Process - The object is currently in a workflow process. (Empty Value) - If the Item Revision has no value for status, it is said to be "Working" data. That means someone is currently working on the data contained in the Item Revision.
12-23
Lesson
13 Reviewing and Dispositioning Data
Purpose The purpose of this lesson is to describe the process of reviewing data using Teamcenter Engineering. Objective Upon completion of this lesson, you will be able to: Use Inbox Task and Process View Perform a Review Task Use Process Viewer to monitor a process View the Audit File Use Resource Pools
13-1
Reviewing and Dispositioning Data
Task View
The Task View toggle in the Viewer tab gives you a focused view of the selected task. The Task View window shows key information about the task in the form of links that provide access to dialog windows where you can view or modify the task information.
13-2
MT14330
You can use the Task View window to: View or reassign the Responsible Party. This defaults to the Task Originator.
View the task Instructions for the assigned user to perform to complete the task.
View the Attachments list to see the Target and Reference objects for the task. View the User-Group/Role assigned to complete the task and, if appropriate, delegate the task to another User-Group/Role.
View or modify the sign-off Decision.
13-3
Attachments Choose the Attachments link to view the Target and Reference objects for the selected task.
An attachment is an object associated with a Process. There are two kinds of attachments: Target objects - any objects that will be released via a process. Target objects are assigned a release status when the process completes. Reference objects - objects required to provide information to persons performing tasks. Reference objects do not get a status change when the process completes.
Choose the Attachments link to see the Target and Reference objects for the selected task. Decision Choose the Decision link to access the Signoff Decision dialog for the task.
Use the Signoff Decision dialog to select the appropriate decision for your task, enter any comments, and choose the OK button to confirm your decision.
13-4
MT14330
Process View
The Process View toggle in the Viewer tab gives you a graphical display of the overall process as it moves through the different stages of release.
A Do Task has a dialog which allows the user to set a check-box to indicate when the task is complete. A Review Task is a task template which includes select-signoff-team and perform-signoffs sub-tasks. Each of these sub-tasks contain their own dialog for executing the respective processes.
In the example diagram above, the Originator Prepare for Review task is a Do Task and Project Engineer Review is a Review task. The green arrow denotes the active task in the process.
13-5
Performing a Review Task

Once the Designer submits data for review, the perform-signoffs task gets distributed to the appropriate users Inbox. Those users will receive a perform-signoffs task in their Inbox in the Tasks to Perform folder.
Open the Inbox and expand the Tasks to Perform folder. Highlight the perform-signoffs task.
Make sure your Group and Role settings are correct before you perform a signoff.
13-6
MT14330
Approving or Rejecting a Signoff Task Use the Signoff Decision dialog to Approve or Reject a Signoff Task.
Approving a Signoff Selecting Approve performs a signoff on the task. If you are the only Approver, or last required Approver, the process moves to the next step(s). If you are one of multiple Approvers, and other Approvers have not approved yet, the perform-signoffs task moves to your Tasks to Track folder.
Rejecting a Signoff Selecting Reject rejects the signoff of the task. This means that your decision will not count toward the approval/signoff of the task. If the quorum requires all signoffs to approve, Reject stops the process. Depending on how the process is designed, selecting Reject will do one of the following: Remove the perform-signoff task from your Inbox and return the Process to a prior task. Move your perform-signoff task to your Tasks to Track folder but keep the current review task the active process task.
13-7
Activity: Product Engineer Review

In this activity, you will assume the role of the Product Engineer and review data submitted to you by the Design Engineer. Step 1: Logon to Teamcenter Engineering as the Product Engineer, pe### (where ### is a number designated by your instructor). If you are currently logged into Portal, exit and log back in as pe###. Step 2: Step 3: Verify that your Role is set to Product Engineer. Open the Inbox.
Step 4:
Locate and view the Product Engineers task. Expand the Tasks to Perform folder. You will see a perform-signoffs task in your folder. Expand the perform-signoffs task object.
Expand Targets.
This is the data you are being asked to review. Before you signoff, be sure to review the data.
Step 5:
Review the data associated with the perform-signoff task. Select the DWG1250-000_- dataset in the Targets list in the Inbox object tree.
Choose the Start/Open in UG icon View the drawing.
Exit Unigraphics NX by choosing FileExit. Step 6: Execute your disposition for the data. Select the perform-signoffs task object.
The Task View is displayed by default in the Viewer tab.
13-9
Toggle to the Process View to see where the process will go after you approve the data. Select the top node of the Task Tree, Production Release, in the Process View window. This shows the entire process flow.
13-10
MT14330
Following the review by the Product Engineer, parallel reviews by a Stress Engineer (Engineering Analyst Review) and Manufacturing Engineer will begin.
Toggle back to the Task View. Choose the No Decision link in the Decision column. The Signoff Decision dialog displays.
Choose the Approve toggle. Enter a comment in the Comment field. Choose the OK button. Observe that the perform-signoff task is removed from your Tasks to Perform folder.
There are no objects in your Tasks to Track folder. The Design Engineer/Initiator now has two perform-signoffs task objects in their Tasks to Track folder; the tasks assigned to the Stress Engineer (Engineering Analyst Review) and Manufacturing Engineer. In the next section, you will see how to capture a process object so that you can continue to monitor the process after it leaves your Inbox. Step 7: Exit Portal.
13-12
MT14330
How do you Follow a Process after it leaves your Inbox?

To monitor a process after it leaves your Inbox, do the following: Before you execute a task, copy the In-Process Item Revision from the tasks Targets list and paste into your Home folder in My Navigator. Send the Item Revision to the Process Viewer application. View the Audit File.
13-13
Process Viewer Application The Process Viewer application is used to interact with jobs that are currently in a Workflow process (even if you are not a participating member of the process). The Process Viewer application has all of the features of the Viewer tab in My Navigator plus some added capability. To launch Process Viewer, select any data identified as In-Process by the In-Process symbol command. , and use the shortcut Menu Send ToProcess Viewer
Process Viewer allows you to view the following elements of a Workflow process: Task Flow Task Status Task Attachments Participants Participants dispositions
13-14
MT14330
Viewing the Audit File The Audit File is a record of all user involvement during the workflow process. To view an Audit File, select the task and choose ViewAudit.... Following is an example of an Audit File:
13-15
Activity: Engineering Analyst Review

In this activity, you will assume the role of the Stress Engineer and review and approve the data. You will also use Copy Process to copy a process object to My Navigator application. Step 1: Logon to Teamcenter Engineering as the Engineering Analyst, ea### (where ### is a number designated by your instructor). Verify that your role is set to Engineering Analyst. Create a new Folder in your Home Folder called Objects I Approved.
Step 2: Step 3:
Step 4: Step 5:
Open the Inbox. Locate your perform-signoffs task.
13-16
MT14330
Step 6:
Open the attached drawing. Expand the perform-signoffs task. Expand Targets. Verify the Viewer tab is selected. Select the 1250-### DWG Image dataset in the Targets list. The drawing displays in the Viewer window.
View the drawing. Step 7: Copy the Target Item Revision to Home. In this step, you will copy the Target Item Revision and paste it into your Objects I Approved folder. This allows you to follow the data through the rest of the process even though you may no longer have an associated task in your Inbox. Copy the 1250-###/000-Axle Item Revision from the Targets list and paste into your Objects I Approved folder.
Step 8:
Send the Item Revision to the Process Viewer application.

Right-click on the 1250-###/000-Axle Item Revision object and choose Send ToProcess Viewer. The Process Viewer application is launched.
Double-click the Engineering Analyst Review task box. The process flow diagram changes to show the process tasks for the Engineering Analyst Review task.
13-18
MT14330
Step 9:
Using Process Viewer, answer the following questions: This information is available in the Audit File. To view the Audit File, select the task (Product Engineer Review), right-click and choose ViewAudit.... Who approved the data as Product Engineer? _________________________________________ When did the Product Engineer approval take place? _________________________________________ Were any comments entered? _________________________________________ Choose FileClose to close the Process Viewer.
Step 10: Approve the data (from the Inbox). In the Inbox, select the perform-signoffs task. Toggle to the Task View. Choose the No Decision link in the Decision column. The Signoff Decision dialog displays.
Choose the Approve toggle. Enter a comment in the Comment field. Choose the OK button. The perform-signoffs task is removed from your Tasks to Perform folder. Step 11: View the Audit File for the Product Engineer Review task. Choose your Home tab.
Open your Objects I Approve folder. Open the Audit File. Notice that the approval you just completed as the Engineering Analyst is captured in the file.
Close the View Audit File window. Step 12: Exit the Portal application.
13-20
MT14330
Using Resource Pools

A Resource Pool is a Group, Role, or Role in a Group, which can be assigned tasks the same way an individual User is assigned tasks. From the Inbox, choose ToolsResource Pool Subscription to open the Resource Pool Subscription dialog.
For example, you can choose the Role of Manufacturing Engineer and choose the + sign to set up a resource pool Inbox for that specific role.
13-21
Delegating Tasks
You can delegate tasks from a Resource Pool to your personal Inbox and vice versa. A single task in the */Manufacturing Engineer Inbox (Resource Pool) can be viewed and performed by multiple users who have subscribed to that Inbox. Delegating the task to your specific user Inbox will avoid duplication of effort and should be done when it will take an extended period of time to perform the task. From Resource Pool to Personal Inbox Use the following procedure to delegate a sign-off task from a Resource Pool to your Personal Inbox: Expand the Inbox for the assigned Resource Pool. Expand the Tasks to Perform folder in the assigned Resource Pools Inbox.
Select the perform-signoffs task. Toggle on Task View in the Viewer tab. Choose the link to the assigned Resource Pool in the User-Group/Role column of the Task View window. The Delegate Signoff dialog appears.
13-22
Select your User ID from the User drop-down list.

Choose OK.
The task is removed from the Resource Pools Inbox and placed in your Tasks to Perform folder. The responsibility of this task has been transferred to the delegated User.
13-23
Out of Office Assistant

You can use the Out of Office Assistant to forward your tasks to another Users Inbox while you are out of the office. To set this up, open your Inbox and choose ToolsOut of Office Assistant....
Key Points Following are some key points about the Out of Office Assistant. Use the Out of Office Assistant dialog to set the period of time you will be out of the office, and the User ID of the recipient who should receive your tasks during your absence. Inbox will redirect tasks assigned to you during your absence to the selected User. It is also possible to redirect your tasks to a Resource Pool instead of an individual User. System Administrators can modify any Users Out of Office settings.
13-24
MT14330
Automated Tasks
Some process tasks should be considered automated tasks. They are not performed by users. They may be used to automatically process target data. The process for an automated task consist of only two phases, Start and Finish. For example, the DWG Image Update / Data Release task is an automated task in the Production Release process.
Once the reviews are complete and approved, the drawing image update data is automatically released, going from the Start phase directly to the Finish phase.
13-25
Activity: Manufacturing Engineering Review

In this activity, you will assume the role of the Manufacturing Engineer. A specific user for this review was not selected by the initiator in order to demonstrate the use of Resource Pools for review tasks. Step 1: Logon to Teamcenter Engineering as me### (where ### is a number designated by your instructor). Verify that your Role is set to Manufacturing Engineer. Open the Inbox. Expand the Tasks to Perform folder.
Step 2: Step 3: Step 4:
There are no tasks in your User Inbox because the task was assigned to the Manufacturing Engineering resource pool. Step 5: Add the Manufacturing Engineer resource pool Inbox to your display. Choose ToolsResource Pool Subscription.... Set Group to hockey. Set the Role to Manufacturing Engineer.
Choose the + sign.
13-26
MT14330
Choose the Cancel button. Step 6: Look for the task in the added Inbox. Expand the hockey/Manufacturing Engineer Inbox. Expand the Tasks to Perform folder in the hockey/Manufacturing Engineer Inbox.
Step 7:
Look at the process in the Process View window. Select the perform-signoffs (1250-###/000-Axle) task. Toggle on Process View in the Viewer tab.
Step 8:
Delegate the task to yourself (logged in as me###). Toggle on Task View in the Viewer tab. Choose the *-hockey/Manufacturing Engineer link in the User-Group/Role column of the Task View window. The Delegate Signoff dialog appears.
13-27
Select your me### User ID from the User drop-down list.
Choose OK. The task is removed from the hockey/Manufacturing Engineer Inbox and placed in your Tasks to Perform folder. The responsibility of this task has been transferred to you.
Step 9:
Approve the data. Select your perform-signoffs task. Choose the No Decision link in the Decision column.
13-28
MT14330
Choose Approve as the Decision. Enter any comments and choose OK. The task is removed from your Inbox.
Step 10: Search for the Item and observe the Release status obtained. Return to your Home folder. Search for the 1250-###-Axle Item and view the value of the Release Status property.
Step 11:
Exit Teamcenter Engineering. Choose FileExit. Choose Yes to exit Portal.
13-29
Summary
Target objects are any objects that will be released via a process. Target objects are assigned a Release Status when the process completes. Reference objects are objects required to provide information to persons performing the tasks. Reference objects do not get a status change when the process completes. The Task View provides a focused view of the selected task. The Task View window shows key information about the task in the form of links that provide access to dialog windows where you can view or modify the task information. The Process View provides a graphical display of the overall process as it moves through the different stages of release. A Resource Pool is a Group, Role, or a Role in a Group which can be assigned tasks the same way an individual User is assigned tasks. A Resource Pool can be listed as the Responsible Party of a task, or as a member of the Signoff Team. From your Inbox, you can use ToolsOut of Office Assistant to forward your tasks to another Users Inbox while you are out of the office.
13-30
MT14330
Lesson
14 Visualization Data Markup Using Portal Visualization
Purpose The purpose of this lesson is to demonstrate how to use the Portal Visualization application to create markup information from 2D and 3D visualization data. Objectives Upon completion of this lesson, you will be able to: Locate and View 2D and 3D Visualization Data using Portal Visualization Use Portal Visualization to Create Markup Information using 3D Visualization Data Use Portal Visualization to Create Markup Information using 2D Visualization Data
14-1
Visualization Data Markup Using Portal Visualization
Where is the Visualization Data?

2D and 3D visualization data exists as dataset objects within an Item Revision.
There is no limitation of dataset types that may contain visualization data. Some of the more common dataset types that you would expect to provide visualization data include: Common 3D visualization dataset types: DirectModel
Common 2D visualization dataset types: UGMASTER UGPART DrawingSheet Image
14-2
MT14330
Viewing 2D data To view the data using Portal Visualization, simply select the dataset in the object tree with the Viewer tab active. Portal Visualization renders the data in the appropriate mode (2D or 3D) based on the format of the file associated with the dataset.
14-3
Viewing 3D data To view 3D data using Portal Visualization, select the DirectModel dataset in the object tree with the Viewer tab active. Portal Visualization displays the 3D image.
14-4
MT14330
Activity: Locate and View Visualization Data

In this activity, you will find an Item and view the associated 2D and 3D visualization data using the Portal Visualization application. Step 1: Logon to My Navigator as pe### (where ### is a number designated by your instructor). Find the 1250-### Item (where ### is a number designated by your instructor). After finding the Item, close the Search panel and conduct the rest of the activities of this lesson using the search results tab.
Step 2:
Step 3:
View the 2D visualization data. Fully expand the Item and Item Revision object.
Select the Image dataset object in the object tree.
Choose the Viewer tab. After a moment, a CGM (2D) file of the part drawing displays in the Portal Visualization.
Practice using the View All, Zoom Window, Seek, Pan, and Zoom features of Portal Visualization in 2D mode.
Step 4:
View the 3D visualization data. Select the DirectModel dataset object in the object tree.
After a moment, a JT (3D) file of the part model displays in the Portal Visualization. Practice using the View All, Zoom Window, Seek, Rotate, Pan, and Zoom features of Portal Visualization in 3D mode.
14-6
MT14330
Creating Markup Data from 3D Visualization Data

3D visualization data is most often associated with the DirectModel dataset type.
Creating markup data from 3D visualization data is a two-step process: 1. Capture a 2D Image dataset of the 3D visualization data associated with the DirectModel dataset. 2. Create Markup Layers using the 2D Image dataset. Markup data is stored as a DirectModelMarkup dataset that is associated with the Image dataset used to create the Markup Layers for the 3D visualization data.
14-7
Steps to Create DirectModelMarkup Data 1. View the 3D data source.
2. Position the image in the desired orientation and add any desired information such as feature measurements, clearance dimensions, etc. 3. Perform an Image Capture the Image Capture dialog. of the configured view. This invokes
4. Provide a name for the Image dataset and choose the desired format for the Image file. This file is a 2D "snapshot" of the base 3D data. 5. Choosing OK on this dialog creates a new 2D Image dataset for the selected 3D DirectModel dataset.
6. Select the Image dataset in the object tree. The captured image displays in the viewer. 7. Perform a Create Markup on the captured Image dataset. This invokes the Create Markup Layer dialog.
8. Provide a name for the Markup Layer and choose the desired format.
9. Choosing OK on the dialog creates a new dataset ( DirectModelMarkup) for the markup layer.
10. Select the DirectModelMarkup dataset. The markup layer displays in the viewer. With the DirectModelMarkup selected, the Markup 2D toolbar automatically displays in the viewer.
11. Activate the Markup 2D toolbar by choosing the Enable Markup
icon.
12. Annotate the image as required using functions from the Markup 2D toolbar. 13. Save the annotations .
14. Name the layer that stores the annotation information.
15. Notice that the annotation is listed as a layer in the layer list and is a CGM formatted file.
16. Rightclick to manage existing annotation layers or add more annotation layers
14-9
17. Remember to Save any new annotation layers or modified annotation layers. The asterisk symbol indicates that Save is required.
18. The display of annotation layers can be turned on or off by clicking the circle symbols next to the annotation layer name.
Green Circle Layer displayed and current working layer. Black Circle Layer displayed. White Circle Layer not displayed.
14-10
MT14330
Activity: Creating a Markup From a 3D Image

In this activity, you will create markup data using existing 3D visualization data. Step 1: View the 3D visualization data of the 1250-###-Axle. You were doing this at the conclusion of the previous activity. Step 2: Prepare the orientation of the view. Orient the view to the position you want to capture as a 2D "snapshot." Step 3: Capture the view as an Image dataset. Choose the Image Capture icon Visualization toolbar. The Capturing Image dialog appears. from the Portal
Provide the following parameters for the dialog. Dataset Name: capture1 Image Format: JPEG 24 bit Description: <optional> Choose OK. Step 4: Locate and view the Image dataset. Expand the DirectModel dataset in the object tree. Select the Image dataset you just created, capture1.
14-11
The 2D image associated with the Image dataset displays in the Portal Visualization viewer.
Step 5:
Create a new markup layer for annotation. Choose the Create Markup icon Visualization toolbar. from the Portal
The Create Markup Layer dialog displays.
Provide the following parameters for the dialog. Dataset Name: markup1 Image Format: JPEG 24 bit Description: <optional> Choose OK.
A new DirectModelMarkup dataset is created for the markup layer.
Step 6:
Annotate the markup layer. Select the DirectModelMarkup dataset, markup1. The markup layer displays in the viewer. With the DirectModelMarkup selected, the Markup 2D toolbar automatically displays in the viewer.
Activate the Markup 2D toolbar by choosing the Enable Markup icon.
Choose the Unrestricted Text icon toolbar.
from the Markup 2D
Notice the addition of a new layer in the Markup Layers listing.
Point to a location within the graphics area and single-click on it. The Text Editor dialog appears. Type some text in the Text Editor dialog and choose OK. Observe the placement of your annotation in the graphics area. Also observe the addition of the asterisk symbol (*) next to the name of the new markup layer. This symbol indicates that you need to save the layer.
Step 7:
Save the creation of the new markup layer.

Choose the Save Layers icon from the toolbar at the top of the Portal Visualization graphics window. The Save Layer dialog displays.
Choose OK on the Save Layer 1 dialog. The markup layer file is saved in CGM format and displays in the Markup Layers list.
You have just created markup data by using the existing 3D data associated with the DirectModel dataset.
14-14
MT14330
Creating Markup Data from 2D Visualization Data

2D visualization data can be associated with various dataset types, including: UGMASTER UGPART DrawingSheet Image
However, 2D markup datasets can only be created and associated to the following dataset types: DrawingSheet Image
Markup data created from the 2D data is stored as a Markup dataset associated with either an Image or DrawingSheet dataset.
14-15
Steps to Create 2D Markup Data 1. View the 2D data source ( Image or DrawingSheet dataset).
2. Choose the Open File icon from the Portal Visualization toolbar. This invokes the Create Markup Layer dialog.
3. Provide a name for the markup dataset and choose the desired format for the markup file. This file is a "copy" of the original 2D data. 4. Choose OK on the dialog to create a new dataset ( Markup) for the selected 2D source dataset (Image or DrawingSheet).
5. Select the Markup dataset in the object tree. The copied image file displays in the viewer. With the Markup dataset selected, the Markup 2D toolbar automatically displays in the viewer.
6. Activate the Markup 2D toolbar by choosing the Enable Markup icon, , located on the Markup 2D toolbar. 7. Annotate the image, as needed, using functions from the Markup 2D toolbar.
8. Save the annotations
9. Name the layer that stores the annotation information.

10. Notice that the annotation is listed as a layer in the layer list and is a CGM formatted file.
11. Right-click a layer in the layer list to manage existing annotation layers or add more annotation layers.
12. Remember to Save any new annotation layers or modified annotation layers. The asterisk symbol indicates that Save is required.
13. The display of annotation layers can be turned on or off by clicking the circle symbols next to the annotation layer name.
Green Circle Layer displayed and current working layer. Black Circle Layer displayed. White Circle Layer not displayed.
14-17
Activity: Creating a Markup From a 2D Image

In this activity, you will create markup data using existing 2D visualization data. Step 1: View the 2D visualization data. Select the Image dataset object in the object tree.
Choose the Viewer tab. After a moment, a CGM (2D) file of the part drawing displays in the Portal Visualization viewer.
Step 2:
Create a Markup dataset. Choose the Create Markup icon Visualization toolbar. from the Portal
The Create Markup Layer dialog appears.

Provide the following parameters for the dialog. Dataset Name: markup1 Image Format: JPEG 24 bit Description: <optional> Choose OK. Step 3: Locate and view the Markup dataset. Expand the Image dataset in the object tree. Select the Markup dataset, markup1.
The 2D image associated with the Markup dataset displays in the Portal Visualization viewer.
14-19
With the Markup dataset selected, the Markup 2D toolbar automatically displays in the viewer window.
Step 4:
Create annotations for the markup layer. Activate the Markup 2D toolbar by choosing the Enable Markup icon .
Choose the Unrestricted Text icon toolbar.
from the Markup 2D
Notice the addition of a new layer in the Markup Layers listing.
Point to a location within the graphics area and Single-click. The Text Editor dialog displays.
Type some text in the Text Editor dialog and choose OK. Observe the placement of your annotation in the graphics area. Also observe the addition of the asterisk symbol (*) next to the name of the new markup layer. This symbol indicates that you need to save the layer.
Step 5:
Save the creation of the new markup layer. Choose the Save Layers icon toolbar in the viewer. from the Portal Visualization
Choose OK on the Save Layer 1 dialog. You have just created markup data by using the existing 2D data associated with the Image dataset. This concludes the activity.
14-21
Procedural Considerations
When Can Markup Data Be Created? Markup data can be created for 2D and 3D visualization datasets at any time during the data life-cycle. Recall that data in Teamcenter Engineering is in one of the three following states: Statused - The visualization dataset is in a "write-protected" mode meaning it cannot be changed unless a new revision of the Item created. However it is possible to create a markup dataset for a statused visualization dataset. A business may do this to "propose" change to statused data. In-Process - The object is currently in a workflow process. (Empty Value) - If the dataset has no value for status, it is said to be "Working" data. That means someone is currently working on the data.
14-22
MT14330
Who Can Create a New Markup Dataset? Generally, there are no restrictions in place to limit who can create a markup dataset for a visualization dataset. It is possible to have numerous independent markup datasets for a single visualization dataset, each having been created by a different user.
Who Can Define Layers Within a Markup Dataset? Generally, there are restrictions in place to limit who can add annotation layers to a single markup dataset. Some examples of who would be permitted to create annotation layers within a markup dataset include: Only the creator of the markup dataset. All members of the same group as the markup dataset creator. Only defined role(s) within the group that owns the markup dataset.
14-23
Summary
2D and 3D visualization data will exist as dataset objects within an Item Revision.
To view the data using Portal Visualization, simply select the dataset in the object tree with the Viewer tab active. Markup datasets can only be created and associated to the following dataset types: DirectModel DrawingSheet Image
While viewing 3D data, use the Image Capture icon from the Portal Visualization toolbar to begin the markup procedure.
icon from the Portal While viewing 2D data, use the Create Markup Visualization toolbar to begin the markup procedure. Markup data created from the 2D data is stored as a Markup dataset that is associated with either an Image dataset or a DrawingSheet dataset.
14-24
MT14330
Lesson
15 Change Management - View
Purpose The purpose of this lesson is to demonstrate how to find and view existing Change objects using the CM Viewer application. Objectives Upon completion of this lesson, you will be able to: Find existing Change objects Interrogate existing Change objects using the CM Viewer application View Supercedure data for existing Change objects
15-1
Change Management - View
What is Change Management?

Change Management (CM) is the formal process of proposing, controlling, and approving changes to a products definition and configuration. The CM application collects all the information relative to why a part changed, including who was involved in the change process. Benefits of the CM Application The CM Application is used to provide the following benefits: Collect all data related to the change Propose Solutions, manage Problem Items and track Affected Items Provide an audit trail history of the objects used in a process Track the process that the Change object is going through Track BOM changes (Adds and Cancels)
15-2
MT14330
What is a Change Object?

A Change object is used to control all changes to a products definition and configuration during its life cycle. Key Points Following are some key points about Change objects: Represented by a special Item Type (EngChange) Viewed in the CM Viewer application Represented by a Delta, change symbol Contain default Folders used to collect all the information about the change, including a Tasks to Perform folder The Tasks to Perform folder contains your assigned tasks to perform, specific to the change object The CN Form contains all necessary information about why the product changed
15-3
Types of Changes
Most companies have different numbering conventions and signature approval levels for different types of changes. These are referred to as Change Types. Some changes are simple and may require only one person to signoff. Other changes are more complex and may require approval from multiple people, including external government bodies, suppliers, etc. Changes Types are created by your Site Administrator using the Admin, Type application, as shown in the following diagram.
You can think of Change Types as templates of the different Change processes which can be used at your site. For the purposes of this training, well use the following Change Types: Change Request, Change Notice, Work Authorization, and Release.
15-4
MT14330
Descriptions of the Change Types used in this training are provides in this section: Some of the Change types described are provided out-of-the-box (OTB) with Teamcenter Engineering and others were created using the Type application. Change Request (CR) Following are characteristics of the CR Change Type: Begins the Change Request Process. Change Request is routed to appropriate users defined in the process. Provided OTB with Teamcenter Engineering.
Change Notice (CN) Following are characteristics of the CN Change Type: Once the Change Request is complete and authorization has been granted, a Change Notice is created. Alerts all involved users that the change is proceeding. Provided OTB with Teamcenter Engineering.
Work Authorization (WA) Following are characteristics the WA Change Type: Provides authority and direction for working on physical items where results must conform to specified documents. Provided OTB with Teamcenter Engineering.
Release Following are characteristics the Release Change Type: Used for initial release of new parts. Custom Type created for this training environment. Each Change Type has its own unique numbering convention.
15-5
Finding Existing Change Objects

To search for existing Change objects, perform an Item search and set the Type to EngChange.
Once you have entered the desired search criteria in query form, choose the Execute this query icon to display the search results. To search for an object that is not owned by you, leave the Owning User field blank.
15-6
MT14330
Change Object Folder Structure

Inside the Change object is a built-in folder structure for the change. These folders are used to manage the different types of objects in your Change process.
Key Points The key folders related to Change Management are the Affected Items, Problem Items, and Solution Items folders, described below: Affected Items An Affected Item is a new Item Revision; it is a new Revision of the Problem Item. Can be an assembly or piece part. A Release status is attached to the Affected Item(s) during the workflow process.
Problem Items A Problem Item is the Item Revision which is going to be replaced by the Affected Item.
Solution Items A Solution Item is a new Part or Item Revision that was created as a result of the change. A Release status is attached to the Solution Item(s) during the workflow process.
15-7
Launching CM Viewer
To launch the CM Viewer application, select an EngChange object or EngChange Revision object and choose the Open icon.
You can also right-click a Change object and choose the Send ToCM Viewer command to launch the application.
15-8
MT14330
Working in the CM Viewer Application

You work with Change objects in the CM Viewer application. A Change object is routed among the responsible parties as the change progresses. Information may be added to the Change object as the process progresses. The Affected Item and a Solution Item may be added to the Change object. Links to additional documents such as project plans, test results, and cost derivations may be added to the appropriate Change object folder as the information is gathered.
Key Points Following are some key points about the CM Viewer application: CM Viewer is an application in the Engineering panel. CM Viewer provides all necessary information about why the part changed. CM Viewer allows all actions except PSE.
15-9
CM Viewer - Viewer Tab

The Viewer tab displays a table of the Change properties and forms, which you can edit and/or complete. Depending on the properties attributed to the Change during its creation, various site-specific forms might be displayed in a series of tabs. When a task is selected, the Viewer tab displays the task view for the selected workflow task. Use this view to perform the selected task just as you would in your Inbox.
Key Points Following are some key points about using the Viewer tab in CM Viewer: You can have as many forms as you wish for each Change object type. Each form is displayed beneath its own tab. Your system administrator attached these forms to this Change type when creating the Change object process. Any Form type that is defined in the database can be attached to the change. Some forms are provided OTB in Teamcenter Engineering.
15-10
MT14330
CM Viewer - Properties Tab

The Properties tab in CM Viewer displays similar information to the Properties tab in the Navigator application. The Properties table displays the properties of the selected object based on the column preferences defined for the object. In this example, you will see information about the Item Revisions that were released by this Change object.
15-11
CM Viewer - Process Tab

Selecting a Change object revision and choosing the Process tab displays the big picture of the overall workflow process that the Change object is going through. The workflow process display is equivalent to the Process view available in your Inbox.
Key Points Following are key points about viewing the workflow process for the Change object: The active tasks are designated by a green arrow. From the Process tab, you can see where status is applied, EC Pending and Release, for example. These are system events. Do Tasks are Prepare CN and Finalize CN. Review Tasks are CCB1 and CCB2.
15-12
MT14330
CM Viewer - Referencers Tab

The Referencers tab displays other locations where the selected object is referenced or used. Where Used Search Perform a Where Used search on the 1503/001-Wheel to view all assemblies in which the selected assembly is used.
15-13
Where Referenced Search Perform a Where Referenced search on the 1503/001-Wheel to view all objects that reference the selected object in your Navigator folder structure.
15-14
MT14330
CM Viewer - BOM Changes Tab

The BOM Changes tab shows you how the Affected Item was changed (components added or cancelled) by the Change object. The entire BOM structure for the new Item Revision is condensed into a parts list including the following information: Added components are represented by a plus symbol (top of the list) symbol (middle
Cancelled components are represented by a minus of the list)
Components that remaine the same appear at the bottom of the list
In this example, the 1510/001 Wheel Assy had the 9999-Spacer added and the 1502-Spacer cancelled. The other components remained the same.
15-15
CM Viewer - Effectivity Tab

The purpose of Effectivity is to capture information about when certain components of an assembly will go into production. Effectivity can be set by Date or by Unit Number (and corresponding End Item). The Effectivity tab displays End Item Effectivity information associated with the selected Change object Revision or Affected and Solution Items.
The data displayed in the Effectivity tab was populated using the Create Effectivity dialog. Choose the Edit button to access the Edit Effectivity dialog. Use this dialog to search for End Items and set Unit and Date effectivities.
15-16
MT14330
Only privileged users can set and change effectivity.
15-17
Activity: Finding/Interrogating Change objects

In this activity, you will find and view different types of Change objects (Change Request and Change Notice) using the CM Viewer application. Step 1: Logon to Teamcenter Engineering Portal. Use the User ID and Password assigned to you by your Instructor. Step 2: Find existing Change objects. Choose Search. Select Item... from the Query list. Choose More... to see all fields. Choose Clear this query form Set Type to EngChange. Choose Execute this query . .
The results are displayed. This is a list of all Change objects in the database.
Step 3:
Copy and Paste the Change objects you wish to examine into your Home folder.
15-18
Use the CTRL key to select the CN0001-1503/000 and CN0002-1510 Change objects. Each Change Type has its own unique numbering system: CN corresponds with Change Notice. Choose Copy. Go to your Home folder in My Navigator. Close the Search window. Select your Home folder and choose Paste. The Change objects appear in your Home folder.
Step 4:
Open the CN0001 Change object in the CM Viewer application. Select the CN0001-1503/000 Change object and choose the Open icon .
The Change object is displayed in the CM Viewer application.
15-19
Expand the Affected Items folder.
Notice that the Affected Item is a new revision, 1503/001, of the Wheel. This means there was a problem with the 1503/000 Wheel. Step 5: View the form attached to this Change object. With the CN0001/A-1503/000 change object selected, choose the Viewer tab and read the Description of the problem.
15-20
MT14330
After reviewing the Description, you can see that the revision change from 1503/000 to 1503/001 was caused by a Wheel geometry change (increase in spoke thickness). Step 6: View the Properties tab data. Select the Affected Items folder and choose the Properties tab in the CM Viewer application. Scroll to the right and notice that the Release Status is EC Pending.
Step 7:
View the Process associated with the Change object. Select the 1503/001 Wheel Revision and choose the Process tab to view the current state of the workflow Process associated with the Change object.
15-21
The green arrows (viewable on the screen) indicate the progression of the Process. The traffic signal indicates that Finalize CN is started but not yet complete. There are no BOM Changes or Effectivity data associated with this Change object at this time. Step 8: Open the CN0002 Change object in the CM Viewer application. Return to your Home folder in My Navigator. Select the CN0002-1510 Friction Reduction Change object and choose Open. The Change object is displayed in the CM Viewer application. Choose the Viewer tab and review the Form attached to the Change.
15-22
MT14330
This Major Change object involved a new revision to the 1510/000 Wheel Assy (to 1510/001) with a BOM change (removal of 1502/000-Spacer and addition of 9999/000-Spacer) Expand the Affected Items folder. Notice that the Affected Item is a new revision of the Wheel Assy, 1510/001. Expand the Solution Items and Problem Items folders to view the associated Items.
Step 9:
View the Process associated with the Change object. Select the Change object and choose the Process tab to view the current state of the workflow Process associated with the Change object.
15-23
You may wish to drag the Process window to the left to make it bigger. The checkered flags and green arrows indicate that the process is complete. Step 10: View the BOM Changes associated with this Change object. In the Affected Items folder, select the 1510/001-Wheel Assy. Choose the BOM Changes tab in the CM Viewer application and expand the view folder. This displays the Added and Cancelled components for the 1510/001 Wheel Assy.
The symbol indicates a component Added to the assembly. In this case, the 9999-Spacer. symbol indicates a component Cancelled from the The assembly. In this case, the 1502-Spacer. Step 11: View the Effectivity data for this Change object. Choose the Effectivity tab to view the Effectivity data associated with the Change object.
Review the Effectivity data. Notice the Unit/Date Range value indicates when the Change will take effect and how long it will continue, as defined in the Change Notice.
15-25
What is Supercedure?
Supercedure is used to track the history of replacement parts. The Supercedure view is a graphical representation of the replacement history for a given occurrence in a product structure.
Before the supercedure of a component can be viewed, a supercedure must be created which defines the replacement.
15-26
MT14330
Viewing Supercedure Supercedure data can be viewed from the PSE. To view Supercedure data from PSE: 1. Choose the Show/Hide the data panel icon Data Panel. in PSE to display the
When the Data Panel is displayed, there is a Supercedure tab. 2. Choose the Supercedure tab. 3. Select the BOMLine in PSE whose Supercedure data you want to view. Use the scroll bars in the Supercedure tab to locate and view the Supercedure diagram for the selected BOMLine object.
15-27
Key Areas in the Supercedure View Expands the Supercedure screen to full size, or decreases the full-sized screen to partial size. Displays a different Supercedure for the selected component, based on the selection of a different parent assembly. Nodes are automatically laid out by an algorithm that ensures no inter sections between the nodes and the Supercedures occur in the display. When activated, only a single node can be moved in the display. When inactivated, a Supercedure can be moved. Displays the Item properties for the selected component in the Item Properties dialog that displays when you choose this button. Displays Change record notes associated with the selected item, if any.
15-28
MT14330
Activity: Viewing Supercedure Data

In this activity, you will view the Supercedure data for the Spacer Item. Step 1: Find the 1502-Spacer Item. The results are displayed in a Find Tab.
Close the Search window. Step 2: Perform a Where Used on 1502. Select the 1502-Spacer Item and choose the Referencers tab. Set the Where pull-down to Used. Set the Depth set to One Level. If necessary, double-click the 1502-Spacer Item in the Referencers tab. The display shows that the 1502 Spacer is used in the 1510/000-Wheel Assy.
Step 3:
Send the 1510/000-Wheel Assy to PSE.

From the Referencers tab display, right-click on the 1510/000-Wheel Assy Item Revision and choose Send ToPSE.
Step 4:
View the Supercedure data for the Spacer Item. In PSE, click the Show/Hide the data panel icon Choose the Supercedure tab. Select the 1502/000-Spacer component in the BOM structure. Use the vertical and horizontal scroll bars in the Supercedure tab to locate and view the Supercedure diagram for the selected BOMLine object. The Supercedure for the 1502/000-Spacer component is displayed. .
15-30
MT14330
This graphic shows you that Item 9999-Spacer replaced Item 1502-Spacer in the context of the 1510 Wheel Assembly as a result of Change object MA00001/0-1510/001 and described in Change Notice CN0002/A-1510. You can mouse-over the Change object and Change Notice items, in the display, to view additional information related to the change, as shown in the following diagram.
15-31
Summary
Change objects are viewed in the CM Viewer application. The CM Viewer application collects all the information relative to why a part changed, including who was involved in the change process.
To find existing Change objects, perform an Item search and set the Type to EngChange. To launch CM Viewer, select an EngChange Revision object and choose Open. An Affected Item is a new Item Revision; it is the new Revision of the Problem Item. A Solution Item is a new Item Revision that was created as a result of the change. A Problem Item is the Item Revision which is going to be replaced by the Affected Item. Supercedure is used to track the history of replacement parts. The Supercedure view is a graphical representation of the replacement history for a given occurrence in a product structure.
15-32
MT14330
Lesson
16 Change Management - Create
Purpose The purpose of this lesson is to create a new Change object and follow it through the Change Process to its completion. Objective Upon completion of this lesson, you will be able to: Create a new Change object and submit it to a Change process Copy and paste data into the appropriate Change object Folder structure Perform Workflow Do and Review tasks Set Effectivity Make Changes in PSE Create Supercedures View Supercedures
16-1
Change Management - Create
Activity: Find and Examine existing Wheel Assy

In this activity, you will find and examine your existing 1510-## Wheel Assembly. Step 1: Change your Group and Role. Change your Group to high performance and Role to Product Engineer. Step 2: Step 3: Return to your Home folder in My Navigator. Cut the existing Change objects from your Home folder. Select the existing Change objects in your Home folder and choose Cut Step 4: .
Using Search, find your 1510-##/000 Wheel Assembly. Choose Search. Choose Item... from the Query pull-down menu. Enter the Item ID for your Wheel Assembly as 1510-## where ## corresponds to your User ID from the following list: 1510-01 1510-02 1510-03 1510-04 1510-05 1510-06 1510-07 1510-08 1510-09 1510-10 1510-11 1510-12 1510-13 1510-14 1510-15 1510-16 balltr burnstr davistr daytr fondatr grabletr hestontr hopetr kellytr lewistr lorentr monroetr pecktr rogerstr russeltr tracytr
16-2
MT14330
Choose Execute this query
Close the Search form. Expand the 1510-##-Wheel Assy Item and Item Revision.
The Flags indicate that these objects are released.
Step 5:
Examine the 1510-##/000-Wheel Assy. Select the UGMASTER ProductVision dataset in the 1510-##/000-Wheel Assy. Choose the Viewer tab. Choose OK to the View JT Assembly message. Rotate and view the Wheel Assembly.
16-3
Step 6:
Examine the part in PSE. Selecting the BOM object and choose Open .
This launches PSE.
In PSE, you will see the component list for the 1510-##/000 Wheel Assy.
Choose the Show/Hide data panel icon

.
MT14330
Make sure the Viewer tab is selected. Toggle on the check boxes to view specific components of the Wheel Assembly.
After checking all the boxes, you may need to choose the View All icon to see the entire part.
The blue part is the Spacer; it is made out of Nylon.
16-5
Activity: Create New Spacer and Wheel Assy Parts

The Product Engineer theorizes that if the spacer is made out of Teflon, rolling friction will be reduced. Therefore, the Product Engineer creates the following: a new Spacer made of Teflon a new Revision of the Wheel Assembly Copy and Paste the 1510-##-Wheel Assy into your Home folder in My Navigator. Return to My Navigator. Select the Item... Search results tab. Select the 1510-##-Wheel Assy Item.
Step 1:
Choose Copy
Select your Home folder and choose Paste
Expand the 1510-##-Wheel Assy Item and Item Revision in your Home folder. Step 2: Open the 1510##-000 UGMASTER dataset in Unigraphics NX. Select the 1510-##-000 UGMASTER dataset.
Choose the Start/Open in UG icon Unigraphics NX is started.

MT14330
Choose OK to the Warning dialog. Close the Information window. Step 3: Using the Assembly Navigator, change the Displayed Part to the 1502 Spacer. Choose the Assembly Navigator icon and pin it in place Right-click on the 1502-##/000 component and choose Make Displayed Part. .
Choose OK to the Warning dialog and the Could Not Lock Part dialogs. The Spacer is displayed.
16-7
Step 4:
In UG NX, create a new Spacer. In UG NX, choose FileSave As.... In Save Part File As dialog, double-click the Home folder to make it the default container.
16-8
MT14330
In the Part Number field, enter 9999-## where ## corresponds to your User ID from the following list: 9999-01 9999-02 9999-03 9999-04 9999-05 9999-06 9999-07 9999-08 9999-09 9999-10 9999-11 9999-12 9999-13 9999-14 9999-15 9999-16 balltr burnstr davistr daytr fondatr grabletr hestontr hopetr kellytr lewistr lorentr monroetr pecktr rogerstr russeltr tracytr
In the Part Revision field, enter 000. Leave the Part File Type field set to master. Choose OK. The Edit Database dialog displays.
16-9
Leave the Part Name set to Spacer. Leave the Part Description as Spacer-Non Metallic. Select the Material attribute. Type CFE in the Value field and press the ENTER key. Choose OK on the Edit Database Attributes dialog. The Copy Files for Part dialog displays.
Select the body.gif file and choose OK. Close the Information window. Step 5:
16-10
Activate the Save Teamcenter Vis Data option.

This step creates DirectModel datasets automatically when you save your part files. In Unigraphics NX, choose FileOptionsSave Options. Toggle on the Save Teamcenter Vis Data option.
This option automatically creates DirectModel datasets in Teamcenter Engineering when you save your part file. Choose OK. Step 6: Save the 9999-## Spacer part. In Unigraphics NX, choose Save Step 7: .
Using the Assembly Navigator, display the Parent part for the 9999-## Spacer. In the Assembly Navigator, right-click the 9999-##/000 Spacer and choose Display Parent1510-##/000.
16-11
The Wheel Assy displays.
Step 8:
Make the 1510-##/000 Wheel Assy the Work Part. Still using the Assembly Navigator, right-click on 1510-##/000 and choose Make Work Part.
16-12
MT14330
Step 9:
Close the Assembly Navigator. Unpin and close the Assembly Navigator. Here is a summary of what you have done so far in this activity: Launched UG NX for the 1510-##/000 Wheel Assembly. Changed the Displayed Part to the 1502-##/000 Spacer. Created a new 9999-##/000 Spacer. Activated the Save Teamcenter Vis Data option. Saved the Part. Changed the Work Part to the 1510-##/000 Wheel Assembly. Next, you will create a new Revision of the Wheel Assembly.
Step 10: Create the new Revision (001) of the 1510-##/000-Wheel Assy. This new Revision of the Wheel Assembly contains the new 9999-##/000 Spacer. The 1510-##/001 Wheel Assembly is the Affected Item; it changes from Revision 000 to 001 as a result of the new Change object that you will create in the next activity. In Unigraphics NX, choose FileSave As... Notice that the Part Number is correctly set to 1510-##. Choose the Assign button next to Part Revision. This updates the Revision to 001. Choose OK. In the Copy Files for Part dialog, select the body.gif file and choose OK. The geometry of the part did not change, so the gif file can be copied into the new Wheel Assembly. You have just created a new Revision (001) of the 1510-##/000 Wheel Assy. Step 11: Exit Unigraphics NX. Choose FileExit. Choose Yes.
Step 12: Review the results in My Navigator. In My Navigator, select the 1510-##-Wheel Assy Item and choose ViewRefresh Window. You will see the new 1510-##/001-Wheel Assy.
Notice that the 000 Revision is released, but the 001 Revision is not. Also, the 9999-##-Spacer is now in your Home folder.
16-14
MT14330
Creating a Change Object

When the Change Request is complete and authorization has been granted to proceed with the change, a Change Notice needs to be created. A Change object is used to control all changes to a products definition and configuration during its life cycle. Common Change object Types include the Change Request (CR) and Change Notice (CN). To create a new Change object, select the desired folder and choose FileNewChange.... This brings up the Create/Revise Change dialog.
16-15
Key Points Following are some key points about the Create/Revise Change dialog: Red triangles indicate required fields. The Change Types from which you can choose to create the Change object are provided in the left panel of the dialog. Common Change Types are Change Request, Change Notice, and Released. Change ID is a unique identifier for that Change; no two Change objects can have the same Change ID. Assign according to your naming convention. Change Revision ID is a unique revision identifier for the Change object Revision. Change Name is a short, descriptive name for the Change. On the More Attributes tab, the Start Process on Create toggle lets you submit the change directly to the selected workflow process upon creation of the Change object. Information may be added to the Change object as the process progresses. Additional fields of information related to the Change object can be added to the Base Attributes section of the dialog using the Description, Reason/Description, Cost/Schedule, and Impact tabs. Affected Item objects, Solution Item objects, and other objects related to the Change may be added to the Change object using the Folders tab. While the Create/Revise Change dialog is open, you can still interact with your Navigator window. This allows you to copy and paste parts between the two windows. You can start a change without having any targets for the change. You can use the Assign to Projects tab if you want to select Projects to which to assign the Change objects.
16-16
MT14330
Upon entering the necessary information in the Create/Revise Change dialog, and choosing OK, the Change object is created.
Expand the Change object and Change object Revision object to see the Change object folder structure.
Once you have created a Change object, the next thing to do is copy/paste the appropriate data into the correct location in the Change object folder structure. Important! Be sure that you copy and paste the appropriate data into the correct Change object folders so Teamcenter Engineering manages the data correctly during the change process. The Change object releases the Item Revisions in the Affected Items and Solution Items folders but not the Problem Items folders. The Problem Item, in most cases, has already been released.
It is very important that you copy and paste Item Revisions (not Items!) into the appropriate folder structure.
16-17
Activity: Creating a Change Notice

In this activity, you will create a Change Notice (CN) to begin the change process. The desired outcome of the Change Notice is to release the 1510-##/001 Wheel Assy and the new 9999-##/000 Spacer. Step 1: Create a New Change object (CN) to initiate the Change Process. Select your Home folder. Choose FileNewChange.... The Create/Revise Change dialog displays.
Select CN for Change Type. Choose the Assign button next to Change ID. This assigns the Change ID and the Change Revision ID. Enter the Change Name: 6505 Model Year Updates.
16-18
MT14330
Choose the More Attributes tab. Toggle on Start Process on Create. The above action is important! Toggling this switch On automatically identifies the corresponding Change Process as CMES Change Notice. Choose the Description tab.
16-19
Enter the Change Description: This CN creates 1510/001 same as 1510/000 except replacing 1502 nylon spacer with 9999 teflon spacer. Choose OK. The new Change object appears in your Home folder.
Check your Newstuff folder if you dont see the Change object. Expand the new EngChange object and EngChange Revision.
16-20
MT14330
At this point, there is nothing in the Affected, Problem, or Solution Items folders. You will add the appropriate data to these folders. Expand the Tasks to Perform Folder. Notice there is a Prepare CN task. This outlines the tasks you need to perform. Select the Prepare CN task and choose the Viewer tab to review the Task Instructions.
Step 2:
Your next task is to Add Basis CR (Revision) to Reference Items Folder. To do this, you need to find the CR0002/A-6505 Change Request and paste it into the Reference Items folder. This is the Change Request on which this Change Notice is being based. Choose Search. Choose the Item... query from the Query drop-down menu.
16-21
Choose Clear this query Set Type to EngChange.
to clear the Search form.
Enter CR* in the Item ID field. Choose Execute this query .
Close the Search form. Expand the CR0002-6505 MY2003 Updates EngChange object to see the EngChange Revision. Select the CR0002/A-6505 MY2003 Updates EngChange Revision and choose Copy .
Be sure to copy the EngChange Revision and not the EngChange Item. Select your Home folder.
Highlight the Reference Items folder and choose Paste
16-22
MT14330
Your next task is to add the Affected, Problem, and Solution Item Revisions to the appropriate folders. Step 3: Copy and paste the Problem Item into the Problem Items folder. The Problem Item is the object for which you must develop a solution. In this case, the goal is to reduce rolling friction of the 1510-##/000 Wheel Assy. Therefore, the 1510-##/000 Wheel Assy is the Problem Item. Choose the Properties tab in My Navigator. Select your 1510-##/000-Wheel Assy Item Revision and choose Copy. Select the Problem Items folder in the CN#### Change Revision and choose Paste.
16-23
Notice that the Problem Item is already released.
Step 4:
Copy and paste the Affected Item Revision(s) into the Affected Items folder. Recall that the Affected Item is the object being changed, in this case, the new 1510-##/001 Wheel Assy. Select the 1510-##/001 Wheel Assy and choose Copy. Select the Affected Items folder in the CN#### Change Revision and choose Paste.
Step 5:
Copy and Paste the Solution Item into the Solution Items folder. The 9999-##/000-Spacer is the Solution Item; it is the part being added to the Wheel Assembly. Under different circumstances, there could be several new parts added to the assembly. Copy and Paste the 9999-##/000-Spacer Item Revision into the Solution Items folder in the CN#### Change Revision. Now you have copied all necessary data into the appropriate Change object folder structure.
16-24
MT14330
Step 6:
Return to the Prepare CN task in your Tasks to Perform folder. Select the Prepare CN task. Choose the Viewer tab.
Your next task is to Fill in the required form data. Step 7: Fill in the CN Form. Select the CN Form and choose the Viewer tab. The Form displays.
16-25
Notice that the Basis for this CN field is filled in automatically. This comes from the data in the Reference Items folder (CR002/A-6505 MY2003 Updates). In the Special Instructions field, enter: 9999 Spacer supercedes 1502 Spacer with two-way interchangeability. Choose Apply. Step 8: Finish the Prepare CN Task. With the Viewer tab still selected, select the Prepare CN task in the Tasks to Perform folder.
Choose Done and Apply.

Once the Prepare CN task is complete, a preliminary status called EC Pending is applied to the data in the Affected Items and Solution Items folders. This lets everyone know that these objects are currently in a change process (which is not complete, yet).
16-27
Activity: Select the Signoff Team for CCB1

In this activity, the Product Engineer launches the CM Viewer application and selects the signoff team. Step 1: Launch CM Viewer. Select your CN####/A-6505 Model Year Updates EngChange Revision and choose Open .
This launches the CM Viewer application. Choose the Viewer tab.
Expand the Tasks to Perform folder.
Step 2:
View the Process associated with the Change. To check where you are in the process, choose the Process tab. The green arrows show the progression of the process.
16-28
MT14330
Now that the Prepare CN task is complete, the EC Pending Status has been applied by the system. In the Tasks to Perform folder, you will see the select-signoff-team task. Step 3: Select the signoff team. Select the select-signoff-team task in the Tasks to Perform folder. Make sure Task View is toggled on.
Select the config_mgt/CCB Chairman/1 profile. Select your User name from the User drop-down list. Click the + sign.
Choose Apply. Your user name is added to the signoff team as the config_mgt/CCB Chairman. The select-signoff-team task is replaced by the perform-signoffs task. You will perform the signoff in the next activity. Step 4: Exit Teamcenter Engineering. Choose the FileExit. Choose Yes.
16-30
MT14330
Activity: Perform Tasks for CCB1

The CCB Chairman is notified (via e-mail) that a task has been assigned to perform. The CCB Chairman logs into Teamcenter Engineering to review the change to see if everything is done correctly. In this activity, the Config_Mgt/CCB Chairman completes the task for the CCB1 level of the CMES Change Notice process. Step 1: Step 2: Start Teamcenter Engineering and Login to My Navigator. Change your Group and Role. Change your Group to config_mgt and Role to CCB Chairman. The CCB Chairman is seeing this information for the first time. First, all the information about the change must be reviewed. Step 3: Step 4: Open the Inbox .
Review all the information about the change. Expand your Tasks to Perform folder. Expand the perform-signoffs task. Expand the Targets list.
Step 5:
Launch CM Viewer to review the change information. Select the EngChange Revision object, CN####/A-6505 Model Year Updates.
16-31
Choose Open
This launches the CM Viewer application. Expand the Affected Items, Solution Items, Problem Items and Reference Items folders and review all the information about the change.
When you are satisfied that everything looks correct, proceed to Step 6 to perform the signoff. Step 6: Perform signoffs. Expand the Tasks to Perform folder. Select the perform-signoffs task. Choose the Viewer tab and choose the Task View toggle.
16-32
MT14330
You can also perform the signoff in the Process tab of the CM Viewer application. Select the No Decision link. Choose Approve. Enter your comments. Choose OK. Notice that the task in the Tasks to Perform folder changes to Finalize CN. Select the Finalize CN task and review the Task Instructions.
Select the CN####/A Change object and choose the Process tab.
The green arrow points to Finalize CN.
16-34
MT14330
What are Supercedures?

The Supercedure window displays the additions and cancellations to the Affected Item Revision. Supercedures allow you to see what replaced what. Creating Supercedures From the CM Viewer application, select the Affected Item Revision (whose Supercedure you wish to view). Right-click the Affected Item Revision and select Send To PSE from the pop-up menu.
Choose the Split the panels... icon
This is essentially doing a BOM Compare, which shows you what parts were added and what parts were cancelled. The 1510-#/001-Wheel Assy is the Affected Item (new Item Revision).
Select the 9999-#/000 Spacer and the 1502-#/000-Spacer. With both components selected, choose the Create a new Supercedure icon .
Expand the contents of the Supercedures folder (and the Adds and Cancels folders) in the lower pane of the Supercedure Definition window.
16-36
MT14330
Activity: Finalize the Change

In this activity, the Product Engineer performs the tasks to Finalize the Change. This includes finalizing the BOM change data and setting Effectivity. Step 1: Change your Group and Role. Change your Group to high performance and role to Product Engineer. Step 2: Perform the Finalize CN task. Expand the Tasks to Perform folder. Select the Finalize CN task.
Since the Process tab was already selected, you can see that the Task Instructions can be viewed in the Process tab as well as the Viewer tab, with Task View toggled on. Review the task instructions. Step 3: Finalize BOM Change data by saving the BOM in PSE. Expand the Affected Items folder. Right-click the 1510-##/001 Wheel Assy Item Revision and choose Send ToPSE. Choose FileSave from the PSE pull-down menu. This brings up the Supercedure Definition window.
1510-##/001-Wheel Assy is the Affected Item (new Item Revision) 9999-##/000-Spacer (blue item) is the Item being added 1502-##/000-Spacer (red item) is the Item being cancelled
Step 4:
Create a new Supercedure. Highlight the 9999-##/000 Spacer and the 1502-##/000-Spacer. With both components selected, choose the Create a new Supercedure icon.
In the lower panel of the Supersedure Definition window, expand the contents of the Supercedures folder and the Adds and Cancels folders.
The Item symbol with a + sign represents the added component. The Item symbol with a sign represents the componenet being cancelled. Choose the Split the panels ... icon to close the Supercedure Definition window and return to PSE. Step 5: View the Supercedure. In PSE, choose the Show/Hide the data panel Choose the Supercedure tab. Select the 9999-##/000-Spacer component in the BOM structure. Use the vertical and horizontal scroll bars to locate the diagram of the Supercedure for the Spacer component. icon.
16-39
This graphic shows that Item 9999-##-Spacer replaced Item 1502-##-Spacer as a result of Change CN####/A-6505 Model Year Updates. Step 6: View the BOM Changes for the Affected Item. The BOM Change window shows you how the Affected Item was changed by the EC. Return to the CM Viewer application. In the Affected Items folder, select the 1510-##/001-Wheel Assy. Choose the BOM Changes tab. Expand the view folder.
16-40
MT14330
Step 7:
Establish starting Effectivity for the 1510-##/000 relative to a specific End Item ( 6505-## Racing Skate Assy). Highlight the CN####/A Change Revision and choose the Effectivity tab in CM Viewer.
Click anywhere on the blue EC Pending row and choose the Edit button. The Create Effectivity dialog displays.
16-41
Choose the Open an object by Name End Item field. The Open by Name dialog appears.
icon next to the
In the ID field, enter 6505-## and choose the Find button . Use the # # that corresponds with your User ID.
16-42
MT14330
Double-click on the resulting 6505-##-Skate Assy, Racing Item in the Object column of the Open by Name dialog. Choose the Dates radio button for Effectivity Range. For From Date, use the calender to pick the desired date (pick a date that is two months after today). Choose the Set Date button beneath the calender.
This tells us when the new assembly will go into production. For To Date, choose the to Up button. Do not choose the Protected toggle.
16-43
Choose OK.
Step 8:
Perform the Signoff for Finalize CN. Choose the Finalize CN task. Choose the Viewer tab and make sure you are looking at the Task View.
16-44
MT14330
Choose Done. Choose Apply. The task listed in the Tasks to Perform folder changes to select-signoff-team. Select the CN####/A-6505 EngChange Revision object. Choose the Process tab to see where you are in the change process. The green arrows show the progression of the process.
Step 9:
Select the signoff team for CCB2. Select the select-signoff-team task.
16-45
Select config_mgt/CCB_Chairman/1. Select your User name from the User drop-down list. Click the + sign. Choose Apply. It is important that you choose Apply to indicate you are done selecting the signoff team. The select-signoff-team task is replaced by the perform-signoffs task. You will perform the signoff in the next activity. Step 10: Exit Teamcenter Engineering. ChooseFile Exit. Choose Yes.
16-46
MT14330
Activity: Perform Signoff for CCB2

With the Finalize CN task complete, the process moves on to CCB2 for final review.
The CCB Chairman receives another e-mail message stating there is an assigned task to perform. In this activity, the Config_Mgt/CCB Chairman logs into Teamcenter Engineering to complete the task for the CCB2 level of the CMES Change Notice process by performing the signoffs. Step 1: Step 2: Start Teamcenter Engineering and Login to My Navigator. Change your Group to config_mgt and your Role to CCB Chairman. Perform the Signoff. Open the Inbox .
Step 3:
Expand your Tasks to Perform folder. Expand the perform-signoffs task. Expand the Targets list.
16-47
Select the CN####/A-6505 Model Year Updates EngChange Revision object and choose Open. This launches the CM Viewer application so that you can view the Change data. Step 4: View the Process. Choose the Process tab to view the Process associated with the Change. The green arrow shows you where you are in the process, CCB2. This is the last signoff in the process.
Step 5:
16-48
View the Forms.

Choose the Viewer tab to view the CN Form.
Step 6:
What is the Solution Item? Expand the Solution Items folder. You will see the 9999-##/000-Spacer Item Revision.
Step 7:
What is the Affected Item? What is the Change being written for? Expand the Affected Items folder to find out.
Step 8:
How is the Affected Item being changed? Select the 1510-##/001 Wheel Assy and choose the BOM Changes tab. Expand the view folder to see the added and cancelled components.
Step 9:
When will the new Spacer go into Production?

Select the 9999-## Spacer in the Solution Items folder and choose the Effectivity tab.
This shows you when the Spacer will go into Production. Step 10: Perform the Signoff. When you are satisfied with all the data, perform the signoff. Expand the Tasks to Perform folder. Select the perform-signoffs task. Choose the Viewer tab and the Task View toggle.
Select the No Decision link in the Decision column. Choose Approve and enter any comments.
Choose the OK button. Once you submit final approval, the Change is complete. The data in the Affected Items and Solution Items folders is Released. Step 11: CCB Chairman logs out of Teamcenter Engineering. Choose FileExit. Choose Yes.
16-51
Activity: Review Data Created From Navigator

At the conclusion of CCB2, final status of Released is applied to the data. The data in the Affected Items and Solution Items folders is released. In this activity, you will review the results of the completed Change on the data. Step 1: Step 2: Start Teamcenter Engineering and Login to My Navigator. Expand the CN####/A EngChange and EngChange Revision objects. Expand the Affected, Problem and Solution Items folders.
Step 3:
Notice the Flags indicating the data is released. Select the Affected Items and Solution Items folders and look at the Release Status column in the Properties table to verify that the Item Revisions are Released.
16-52
MT14330
Step 4:
Where is the new 1510-##/001-Wheel Assy used? Select the 1510-##/001-Wheel Assy and choose the Referencers tab. Set the Where pull-down to Used. Set the Depth pull-down to One Level. You may need to double-click the 1510-##/001-Wheel Assy to expand the view.
The display shows that the new 1510-##/001 Wheel Assy is used in the existing 2505-##/000-Frame Assy. Notice that we didnt have to write a Change for the 2505-##/000-Frame Assy to get it to recognize that the 1510-##/001 exists.
16-53
You can set the Where-Used Depth to All Levels to see all assemblies that use it. Step 5: Examine the 2505 in PSE. In the Referencers view, right-click the 2505-##/000 and choose Send To PSE. The PSE window for the 2505-##/000 Frame Assy is loaded.
Notice the 1510-##/001 Wheel Assy is displayed. Why? Because the Revision Rule is currently set to Latest and 001 is the revision configured by that revision rule. Step 6: Change the Revision Rule to Released; Config by Date and view the results. Choose the Revision Rule icon RuleView/Set Current). (or ToolsRevision
Select Released; Config by Date and choose OK. Which revision of the 1510-## Wheel Assy is loaded now? Step 7: Change the Revision Rule to see which Revision of the 1510-##-Wheel Assy is in effect on a specific date. Choose ToolsRevision RuleSet Date/Unit/End Item....
16-54
MT14330
Deselect the use Today toggle. In the Effective Date field, set a date that corresponds to three months after today.
Choose the Open by Name icon The Open by Name dialog displays.
next to the End Item field.
Enter 6505-## in the ID field. Choose the Find button. In the Object column, double-click on the Item that is found.
Choose OK. Which revision configures?

The 001 revision should configure.
16-56
MT14330
Summary
To create a new Change object, choose FileNewChange.... Expand the EngChange Revision object to see the Change object folder structure.
After creating a Change object, copy/paste the appropriate data into the correct Change object folder structure. Important! Be sure that you copy and paste the appropriate data into the correct Change object folders so Teamcenter Engineering manages the data correctly during the change process. The Change object releases Item Revisions in the Affected Items and Solution Items folders, not the Problem Items folders. The Problem Item, in most cases, has already been released. It is very important that you copy and paste Item Revisions (not Items!) into the appropriate folder structure. The Supercedure window displays the additions and cancellations to the Affected Item Revision.
16-57
Index
A Alternate Components Alternate Occurrences altrep . . . . . . . . . . . . . . Altreps . . . . . . . . . . . . . Application Manager . . . Approving a Task . . . . . . Automated Tasks . . . . . . B BOM View Types . . . . . . . . . . . . . . . 7-4 BOMView revision . . . . . . . . . . . . . 11-28 BOMView Revision Object . . . . . . . . 7-3 BOMViews and BOMView Revisions BOMView . . . . . . . . . . . . . . . . . . 11-27 Building Structure . . . . . . . . . . . . . 10-2 using Add... using Create Item (Revision) . . . . . . . . . . . . 10-4 using Copy and Paste using Create Item (Revision) . . . . . . . . . . . . 10-2 using Paste... using Create Item (Revision) . . . . . . . . . . . . 10-3 C Change Object Folder Structure Affected Items . . . . . . . . . . . Problem Items . . . . . . . . . . . Solution Items . . . . . . . . . . . Changing Ownership . . . . . . . . Changing your Group and Role Setting . . . . . . . . . . . . . . . . . . CM Viewer ECM Viewer . . . . . . . . . . . . . BOM Changes Tab . . . . . . . . . . . . . . . . . . . . 15-7 15-7 15-7 15-7 5-27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-32 1-55 1-56 . 3-8 13-7 13-25
Effectivity Tab . . . . . . . . . Process Tab . . . . . . . . . . . Properties Tab . . . . . . . . . Referencers Tab . . . . . . . . Viewer Tab . . . . . . . . . . . . Comparing Search Results . . . . . Components add existing part add existing part . . . . . . . Concurrent Engineering . . . . . . . Configuring using Revision Rules Course Description Introduction class overview . . . . . . . . . Course Objectives . . . . . . . . . . . Create Assemblies in NX Manager Unigraphics . . . . . . . . . . . . New Part in NX Manager Unigraphics . . . . . . . . . . . . Creating 2D Visualization Data . Creating 3D Visualization Data . Creating a Change Object . . . . . Creating Folders . . . . . . . . . . . . Creating Items from Teamcenter Engineering . . . . . . . . . . . . . . . Creating Markup Data from 2D Visualization Data . . . . . . . . . . Creating Markup Data from 3D Visualization Data . . . . . . . . . . Creating Variant Data . . . . . . . . D
. . . . . .
15-16 15-12 . 15-11 15-13 15-10 . 4-12
. . 1-44 . . 1-19 . . . 8-4
... ...
11 11
. . 1-42 . . . . . . 1-21 . . 6-8 . . 6-2 16-15 . 3-36
. . . 5-3 . 14-15 . . 14-7 . . 11-4
. . . . 5-2 . . . 15-9 . . 15-15
Dataset version limit . . . . . . . . . . . . 5-24, 6-17 Dataset Checkout . . . . . . . . . . . . . 5-17 Datasets dataset object behavior
Teamcenter Engineering Product Data Management Index-1
Index
what is . . . . . . . . . . . . . . . . . . 5-9 named references . . . . . . . . . 5-22, 6-7 versions . . . . . . . . . . . . . . . 5-23, 6-16 Delegating Tasks . . . . . . . . . . . . . 13-22 Deleting Folders . . . . . . . . . . . . . . 3-38 Dialogs SaveAs Non Master Part Files . . 2-14 E Explicit Check-In . . . . . . . . . . . . . 12-10 F Find by Part Number in NX Manager Unigraphics . . . . . . . . . . . . . . 1-40 Folder opening . . . . . . . . . . . . . . . 3-15, 3-35 Folder Object Behavior . . . . . . . . . 3-35 What are Folders? . . . . . . . . . . . 3-15 Folders Folders Create a Folder in Unigraphics . . . . . . . . . . 1-17 Following a Process . . . . . . . . . . . 13-13 process viewer . . . . . . . . . . . . . 13-14 view audit file . . . . . . . . . . . . . . 13-15 G Group and Role Settings . . . . . . . . 3-18 verifying/changing your Group/Role why have users, groups and roles? . . . . . . . . . . . . . . . 3-19 why have users, groups and roles? . . . . . . . . . . . . . . . . . . . 3-19 H How do I Find an Existing Change Object? Finding an Existing Change Object . . . . . . . . . . . . . . . . . . 15-6 How do I know I have a Task to Perform? Launching Inbox . . . . . . . . . . . . 12-5 How to Use this Manual . . . . . . . . . . 12
Index-2 Teamcenter Engineering Product Data Management
I Initiating a Process . . . . . . . . . . . . 12-4 Item Item ID (property) general description of . . . . . . . 4-2 Item and Item Revision Relations . . 5-10 Item Contents . . . . . . . . . . . . . . . . 4-15 Item Data Consumption while BOM Browsing . . . . . . . . . . . . . . . . . . . 7-23 Item Display . . . . . . . . . . . . . . . . . 4-18 Item Revision Configuration using Revision Rules . . . . . . . . . . . . . . . 7-13 Item Revision Contents . . . . . . . . . 4-25 Item Revision Release Status . . . . . 4-17 Item Revisions . . . . . . . . . . . . . . . . 4-16 Item Types . . . . . . . . . . . . . . . . . . . . 4-3 L Launching CM Viewer Launching ECM Viewer . . . . . . . 15-8 Launching PSE . . . . . . . . . . . . . . . . 7-5 M Manifestation Relations . . . . . manifestations . . . . . . . . . . . . Markup Data when can it be created? . . . . who can create a markup? . . Master Geometry Add Master . . . . . . . . . . . . Master Model Approach . . . . . Modifying Object References cut, copy, append, paste . . . Modifying Product Structure Columns . . . . . . . . . . . . . . . Modifying Properties Columns Navigator . . . . . . . . . . . . . . . Moving Folders . . . . . . . . . . . My Navigator Overview . . . . . N Named References . . . . . . . . . . 5-22, 6-7
. . . . 1-56 . . . . 1-55 . . . 14-22 . . . 14-23 . . . . 1-56 . . . . 1-20 . . . . 3-53 ... in ... ... ... . . 7-7 . 3-24 . 3-37 . 3-13
Index
O On-line Help . . . . . . . . . . . . . . . . . 3-31 On-Line Help NX Manager Unigraphics . . . . . . 1-18 Open the Inbox . . . . . . . . . . . . . . . 12-5 Opening Multiple Product Structures in PSE . . . . . . . . . . . . . . . . . . . . . . . 7-28 Out of Office Assistant . . . . . . . . . 13-24 Overview of Workflow . . . . . . . . . . 12-2 P Part Export Directories . . . . . . . . . . 6-5 storing dependent files in NX Manager Unigraphics . . . . . . . . . . . . . . . 6-6 Part Selection Folders Default Folders . . . . . . . . . . 1-16 Part Selection Dialog . . . . . . . . . . . . 1-8 Creating Folders in NX Manager Unigraphics . . . . . . . . . . . . . . 1-16 File- . . . . . . . . . . . . . . . . . . . . . . 1-10 Folders in NX Manager Unigraphics . . . . . . . . . . . . . . 1-15 Performing a General Query . . . . . 3-39 Performing a Review Task . . . . . . . 13-6 Populating the Item with Data . . . . . 5-7 Portal Overview Launching Applications . . . . . . . 3-10 Printing Folders . . . . . . . . . . . . . . 3-38 Printing the BOM . . . . . . . . . . . . . . 7-8 Process View . . . . . . . . . . . . . . . . . 13-5 Product Data Management Why use PDM? what is PDM? . . . . . . . . . . . . 13 product structure editor (PSE) save as... BOMView revision . . . . 11-28 Product Structure Editor (PSE) . . . . 7-2 Protecting Data using Check-Out Explicit Check-Out from NX Manager Unigraphics . . . . . . . . . . . . . . 6-23 PSE how does it work? . . . . . . . . . . . . 11-26 multiple views . . . . . . . . . . . . . . 11-28 variant conditions . . . . . . . . . . . . 11-2 PSE Display . . . . . . . . . . . . . . . . . . 7-6
R Reference Objects . . . . . . . . . Referencing Database Objects Refreshing the Query Form . . Rejecting a Task . . . . . . . . . . Renaming Folders . . . . . . . . . Renaming Search Results . . . Reports Working with . . . . . . . . . . . Revise for non-CAD Item . . . . S SaveAs and Revise from Teamcenter Engineering . . . . . . . . . . . . . . . . . 5-28 SaveAs for non-CAD Item . . . . . . . 5-28 SaveAs to Create New Part . . . . . . . 2-3 Searching for Items . . . . . . . . . . . . . 4-4 Searching the database where referenced feature . . . . . . . 9-2 Selecting the Signoff Team . . . . . . . 12-7 Specification Relations . . . . . . . . . . 1-56 specifications . . . . . . . . . . . . . . . . . 1-55 Starting Portal . . . . . . . . . . . . . . . . 3-2 States of Release Stages of Release . . . . . . . . . . . . 12-3 Student Responsibilities . . . . . . . . . 12 Supercedure View . . . . . . . . . . . . 15-28 Supercedures creating . . . . . . . . . . . . . . . . . . 16-35 T Target Objects . . . Task Attachments Task View . . . . . . decision tab . . . Types of Changes Change Types . . U User Setting . . . . . . Using Load Options Load Options . . . . Using On-line Help . Using Resource Pools . . . . . . . . . . . . 5-2 . . . . . . . . . . . . 8-5 . . . . . . . . . . . 3-31 . . . . . . . . . . 13-21
Index-3
. . . . . .
. . . . . .
. . . . . .
. . . . . .
13-4 3-52 3-44 13-7 3-37 3-42
. . . . 4-33 . . . . 5-29
. . . .
. . . .
. . . .
. . . .
. . . .
. . . .
. . . .
. . . .
. . . .
. . . .
. . . .
. . . .
. . . .
13-4 13-4 13-2 13-4
. . . . . . . . . . . . . 15-4
Index
Using SaveAs . . . . . . . . . . . . . . . . . 2-2 V Variant Data Location . . . . . . . . . Variant Functionality . . . . . . . . . . Variant Rules setting and saving . . . . . . . . . . Viewing Objects from Search Results . . . . . . . . . . . . . . . . . . . Viewing Objects from your Home Folder . . . . . . . . . . . . . . . . . . . . Viewing Supercedure data . . . . . . W What are Folders? . . . . . . . . . . . . . 3-33 What are Items? What are Items . . . . . . . . . . . . . . 4-2 Item contents . . . . . . . . . . . . 4-15 . 11-6 . 11-2 . 11-18 . . 4-8 . . 4-8 15-26
Item Revisions . . . . . . . . . . Item Types . . . . . . . . . . . . . searching for Items . . . . . . What are Supercedures? . . . . . . . What is a Change Object? . . . . . . What is a Dataset? . . . . . . . . . . . . What is Change Management? . . . What is NX Manager Unigraphics What is NX Manager Unigraphics . . . . . . . . . . . . . Where is the Visualization Data? . Where Referenced . . . . . . . . . . . . Where Used . . . . . . . . . . . . . . . . . Working in the CM Viewer Application . . . . . . . . . . . . . . . . Working with Folders Home, Newstuff and Mailbox Folders . . . . . . . . . . . . . . . . Working with the Inbox . . . . . . . .
. 4-16 . . 4-3 . . 4-4 16-35 . 15-3 . . 5-9 . 15-2
. . . .
. 1-2 14-2 . 9-2 . 9-7
. 15-9
. 3-34 . 12-6
Index-4
MT14330
Reference Chart Tear Outs
These tear out reference charts are provided for your convenience.
Teamcenter Engineering Product Data Management Student Profile
Name ________________________________________________ Date _____________________ Employer _______________________________________________________________________ U.S. Citizen? Yes / No
When is your planned departure time? ________ am/pm Please answer the following questions as honestly as you can. We are concerned about providing training that meets your needs. If you have any additional comments please write them on the back of this form. 1. Job title: _______________________________________________________________________ 2. Current responsibilities: _________________________________________________________ ________________________________________________________________________________ 3. How long have you held these responsibilities? Years ______ 4. How long have you been working with CAD/CAM & PDM systems? Years ______ 5. What other PDM systems are you familiar with? __________________________________ ________________________________________________________________________________ 6. What other CAD/CAM systems are you familiar with? _____________________________ ________________________________________________________________________________ 7. Are you currently using TcEng _______ Version _______ Hours per week? ______ 8. Are you currently using Unigraphics? _______ Version _______ Hours per week? ______ 9. What are the primary uses of TcEng at your site? __________________________________ ________________________________________________________________________________ 10. What do you model in your Unigraphics part files (castings, assemblies, etc.)? ________________________________________________________________________________ ________________________________________________________________________________
11. Please list other completed CAD/CAM or PDM courses and the provider including Unigraphics CBT and CAST: Course Provider
12. Please check the box that best describes your current skill level in the various TcEng/Unigraphics disciplines listed below. none Unigraphics User NX Manager User TcEng User TcEng System Admin TcEng Application Admin TcEng Development (ITK) novice intermediate advanced future
Additional Comments: _____________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________
V9.0 Teamcenter Engineering Product Data Management Course Agenda Day 1 ______ Morning
Introduction Lesson 1 Course Overview CAD Integration - Creating New Data
Afternoon
Lesson 2 Lesson 3 CAD Integration - Revising Existing Data The Teamcenter Engineering Portal Interface
Day 2 ______
Morning
Lesson 4 Lesson 5 Finding and Viewing Data Creating Items in Teamcenter Engineering
Afternoon
Lesson 6 Lesson 7 CAD Integration - Visualization and Dataset Management Viewing Product Structure with PSE
Day 3 ______
Morning
Lesson 8 Lesson 9 Product Structure - CAD View Where Used and Where Referenced
Afternoon
Lesson 10 Lesson 11 Product Structure - Create/Extend Product Structure - Advanced
Day 4 ______
Morning
Lesson 12 Lesson 13 Workflow - View and Initiate Reviewing and Dispositioning Data
Afternoon
Lesson 14 Lesson 15 Visualization Data Markup Using Portal Visualization Change Management - View
Day 5 ______
Morning
Lesson 16 Change Management - Create
Afternoon
Question and Answer Hands-On
Evaluation Delivery Course:

Dates thru
Please share your opinion in all of the following sections with a check in the appropriate box: SOMEWHAT DISAGREE SOMEWHAT AGREE STRONGLY DISAGREE STRONGLY AGREE
If there were 2 instructors, please evaluate the 2nd instructor with Xs
Instructor:
1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. clearly explained the course objectives was knowledgeable about the subject answered my questions appropriately encouraged questions in class was well spoken and a good communicator was well prepared to deliver the course made good use of the training time conducted themselves professionally used examples relevant to the course and audience provided enough time to complete the exercises used review and summary to emphasize important information did all they could to help the class meet the course objectives
Comments on overall impression of instructor(s):

Overall impression of instructor(s) Suggestions for improvement of course delivery: Poor Excellent
What you liked best about the course delivery:
Class Logistics:
1. The training facilities were comfortable, clean, and provided a good learning environment 2. The computer equipment was reliable 3. The software performed properly 4. The overhead projection unit was clear and working properly 5. The registration and confirmation process was efficient
Hotels: (We try to leverage this information to better accommodate our customers)
1. 2. 3. Name of the hotel Best hotel Ive stayed at Was this hotel recommended during your registration process? Problem? (brief description)
YES
AGREE
Instructor:
DISAGREE
NO
SEE BACK
Rev-2/6/04-glk
SOMEWHAT DISAGREE
SOMEWHAT AGREE
STRONGLY DISAGREE
Material:
1. 2. 3. 4. 5. 6. The training material supported the course and lesson objectives The training material contained all topics needed to complete the projects The training material provided clear and descriptive directions The training material was easy to read and understand The course flowed in a logical and meaningful manner How appropriate was the length of the course relative to the material?
Too short
Too long
Just right
Comments on Course and Material:
Overall impression of course
Poor
Excellent
Student:
1. 2. 3. 4. 5. I met the prerequisites for the class (I had the skills I needed) My objectives were consistent with the course objectives I will be able to use the skills I have learned on my job My expectations for this course were met I am confident that with practice I will become proficient
Name (optional):
Location/room
Please check this box if you would like your comments featured in our training publications. (Your name is required at the bottom of this form) Please check this box if you would like to receive more information on our other courses and services. (Your name is required at the bottom of this form)
Thank you for your business. We hope to continue to provide your training and personal development for the future.
Rev-2/6/04-glk
STRONGLY AGREE
DISAGREE
AGREE

TCEng Data-Management Student Guide V9

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

TCEng Data-Management Student Guide V9

Uploaded by

Copyright:

Available Formats

Teamcenter Engineering Product Data Management Student Guide

Student Guide April 2004 MT14330 Version 9.0

Publication Number MT14330

Software Version Teamcenter Engineering V9.0; Unigraphics NX 2

Publication Date April 2004

This edition obsoletes all previous editions.

Teamcenter Engineering Product Data Management

CAD Integration - Revising Existing Data . . . . . . . . . . . . . . . . . . . . 2-1 Using Save As . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

. 2-3 . 2-5 2-11 2-14 2-16 2-21

.... .... .... ... .... .... ....

. 6-2 . 6-3 . 6-5 . 6-6 . 6-7 . 6-8 6-13

Teamcenter Engineering Product Data Management

. . 6-16 . . 6-18 . . 6-22 . . 6-24 . . 6-28 . . 6-31

Teamcenter Engineering Product Data Management

Teamcenter Engineering Product Data Management

UGS PLM Solutions, All Rights Reserved

UGS PLM Solutions, All Rights Reserved

How to Use This Manual

Activity: Login to Teamcenter Engineering (this is just an example)

UGS PLM Solutions, All Rights Reserved

Teamcenter Engineering Product Data Management

CAD Integration - Creating New Data

UGS PLM Solutions, All Rights Reserved

Teamcenter Engineering Product Data Management

CAD Integration - Creating New Data

What is NX Manager Unigraphics?

Teamcenter Engineering Product Data Management

UGS PLM Solutions, All Rights Reserved

CAD Integration - Creating New Data

Unigraphics NX Window in NX Manager Mode

CAD Integration - Creating New Data

Menu Bar Pull-Down Menus

Teamcenter Engineering Product Data Management

UGS PLM Solutions, All Rights Reserved

CAD Integration - Creating New Data

What is Unigraphics NX?

UGS PLM Solutions, All Rights Reserved

Teamcenter Engineering Product Data Management

CAD Integration - Creating New Data

The Gateway Application

Teamcenter Engineering Product Data Management

UGS PLM Solutions, All Rights Reserved

CAD Integration - Creating New Data

Unigraphics NX in Native vs. NX Manager mode

UGS PLM Solutions, All Rights Reserved

Teamcenter Engineering Product Data Management

CAD Integration - Creating New Data

NX Manager Unigraphics Part Selection dialog

Teamcenter Engineering Product Data Management

UGS PLM Solutions, All Rights Reserved

CAD Integration - Creating New Data

UGS PLM Solutions, All Rights Reserved

Teamcenter Engineering Product Data Management

CAD Integration - Creating New Data

Teamcenter Engineering Product Data Management

UGS PLM Solutions, All Rights Reserved

CAD Integration - Creating New Data

Activity: Navigate the Part Selection dialog

Log on to the Portal application. Click My Navigator in the Application Manager.

UGS PLM Solutions, All Rights Reserved

Teamcenter Engineering Product Data Management

CAD Integration - Creating New Data

Teamcenter Engineering Product Data Management

UGS PLM Solutions, All Rights Reserved