2.

Process Designer
This chapter will introduce you to the basics of Tecnomatix Process Designer. Learning modules
included in this chapter are:

 Graphical user interface of Process Designer

 First steps in designing digital factory in Process Designer
 Understanding the objects in Process Designer
 Working with objects to create a 3D digital factory layout in Process Designer
 Integrating human model and robot in Process Designer

At the end of this chapter you will get two mandatory exercises and one optional exercise. Try to
complete these exercises as you will need them later in Process Simulate.

2.1 Introduction to Process Designer

Process Designer provides a planning tool for digital factory with a 3D viewer. Process Designer
consists of a Navigation Tree, which contains the elements of the digital factory (Products, Resources,
Operation, and Manufacturing Features), and the Graphic Viewer, where you can view the 3D
representation of the data and work with the layout of the factory.

Process Designer provides users with fast viewing performance and basic analytical tools that increase
the quality and productivity of their work during the planning process. In summary, the following are
typical activities you can do in Process Designer [Siemens-2013a]:

1. Create, open, import and export a project

2. Modify objects in a project
a) Check in and check out objects from eMServer
b) Add and delete objects in the project
c) Assign parts/guns/resources or properties
3. Analyze manufacturing process
a) Display objects in different views and modes
b) Manipulate the display and placing objects in the viewer
c) Perform kinematics on various resources
d) Display 3D representations of manufacturing features (MFGs) related to parts
e) Generate a united representation of selected compound parts
f) Measure distances and angles

Launching Process Designer

1. To launch Process Designer, double-click the Process Designer icon or select Start (Windows) >
Programs > Tecnomatix > Planning Applications > Process Designer.
2. The Login to eMServer window opens. Now you can log in with your user name and password.
3. The Open Project window opens and displays a list of existing projects available for the logged in
user.
4. Select a project and click OK. The main window of Process Designer will then launch.

Figure: Login to eMServer window Figure: Open Project window

2.1.1 Working Environment & Graphical User Interface
After launching Process Designer, the main window opens. The following figure shows an example of
typical graphical user interface of Process Designer. The numbered items are labeled as follows:
1. Menu Bar and Toolbars
2. Navigation Tree
3. Operation Tree
4. Relations Viewer
5. Graphic Viewer
6. Product Tree
7. Resource Tree
The name of the tree or viewer is displayed on the top left of the window. Similar to windows explorer,
you can change the size of each tree/viewer and dock or float each tree/viewer. To close the
tree/viewer, click on the x-button on the top right of the window.

Figure: Process Designer Main Window

Customizing the Working Environment

If some of the trees or viewers are not displayed or if you accidentally close it, you can display the tree
or viewer again by selecting View > Viewers from the menu bar. Here you can find all the viewers and
trees provided in Process Designer. After selecting a desired tree or viewer, it will appear on the
Process Designer interface and can be placed as desired.

Figure: Viewers Option

The structure and arrangement of the individual tree or viewer window in Process Designer can differ
depending on the user's preferences. The structure of the trees and the application can be grouped and
freely arranged according to personal preferences.

To dock a tree or viewer to another position:

1. Click on the title area of a tree
2. While pressing the left mouse button, drag the tree to another position
3. A four-way arrow indicator appears in the center of the docked viewer you are dragging across
4. Drag the floating viewer to one of the arrows of the four-way arrow indicator
5. It will dock the viewer along the edge of the viewer you are dragging across

        
Figure: Moving a Tree to Another Position

To dock a tree or viewer to a tab group:

1. Click on the title area of a tree.
2. While pressing the left mouse button, drag the tree to another viewer
3. A four-way arrow indicator appears in the center of the docked viewer you are dragging across
4. Drag the floating viewer to the icon in the center of the four-way arrow indicator
5. It will dock the viewer as a tab within a tab group that also contain the other viewer

        
Figure: Docking a Tree to Another Tree

Alternatively, you can arrange the trees and viewers using predefined Layout by selecting View >
Layout Manager from the menu bar. The Layout 3D Planning offers a good basic structure to work
with Process Designer. You can also save your configuration with the Layout Manager
2.1.2 Menu Bar and Toolbars
The Process Designer menu bar is located beneath the title bar. This chapter will gives you a brief
overview of the menu items in Process Designer. Please note that not every menu item and function is
available in any application mode.
For example, the option File > New Project is only available after you close the current project by
selecting File > Close Project.

Figure: Menu Bar in Process Designer

File Menu
The File menu contains basic project handling functions, such as the New Project, Open Project or
Close Project. The Import and Export functions can also be found in the File menu.

Edit Menu
The Edit menu provides eMServer functionality in Process Designer, such as Check In, Check Out,
and Cancel Check Out options.
The Edit menu also contains the New options, with which you can create new objects in the project.

View Menu
The View menu enables you to change the way objects are displayed in the Graphic Viewer.
The View menu also contains the Viewers and Open With options. Some Viewers are listed under
Viewers command in the View menu, another such as Gantt, PERT, or Properties Viewer can be found
under the Open With command in the View menu.
When using the View menu options, actions that you perform in the Graphic Viewer simultaneously
affect how the objects are represented in the various trees.

Layout Menu
The Layout menu contains options, such as Attach, Detach, Alignment or Duplicate Objects, which
are useful when you work with object placement in the Graphic Viewer.

Kinematics Menu
The Kinematics menu enables you to create links and joints for a component by defining its kinematics.
A component with kinematics is a device at its simplest level and a robot at a more sophisticated level.
You can manipulate a devices or robot to simulate tasks in a working environment.
The Kinematics menu also includes the Mount Tool option, with which you can attach or detach any
gun or gripper to a robot.

Tools Menu
The Tools menu provides various options to help you work in the Process Designer application.
The Tools menu also includes Placement and Collision commands, which are essential to position
objects in the factory layout.
In the Tools menu you can also find the Options command to change the setup of Process Designer.

Right-Click Context Menu

Context menus are displayed when you right-click on areas or objects in Process Designer. The content
of each context menu varies according to what is selected and where the selection is made. Some of the
important context menus are:

Context Menu Function

Graphic Viewer This context menu appears when you right-click an object in the Graphic
Viewer or an empty area in the Graphic Viewer.
Navigation Tree This context menu appears when you right-click an object node in the
Navigation Tree. The content varies according to the object selected.
With this function, you can create or delete objects, perform check in or
check out, or load objects in Graphic Viewer.
Product/Resource This context menu appears when you right-click an object in the Product or
Tree Resource Tree.
This function is useful for example to hide or display object in Graphic
Viewer
Toolbar The Toolbar context menu is displayed when you right-click an empty area in
a toolbar. You can customize the toolbar with this function.

Figure: Available Toolbars from the Toolbars Context Menu

2.1.3 Tree Structure

The Process Designer interface is similar to Windows applications. This means that you must first
select the object(s) that you want to work on in order to activate the required options. Objects can be
selected either in one of the Trees or in the Graphic Viewer. The options are accessible through menus,
toolbars, and context menus.

Navigation Tree
The Navigation Tree is the main element of Process Designer where you place your project structure
and navigate through objects within the project. The Navigation Tree contains the project root node and
all sub folder structure of the objects stored in the project. This is significantly similar to the
construction of a Windows application structure. This means that you can click on the "+" and "-"
symbol to open and close the sub folder.

By default, only one Navigation Tree is displayed. You can browse other objects in a new Navigation
Tree by following one of these steps:
 Right-click the object node and select Navigation Tree from the context menu.
 Click the object node and select View > Open With > Navigation Tree from the menu bar.

To add a new object in a project from the Navigation Tree:

1. Click the Project Root Node in the Navigation Tree.
2. Right-click and select New from the context menu.
3. A New dialog box with a list of all available objects opens. Select a desired object type and click
OK.

From the Navigation Tree you can also view the properties of the project.
1. Click the Project Root Node in the Navigation Tree.
2. Right-click and select Properties from the context menu.
3. A Properties window of the project opens.

Figure: New and Properties Command from Right-Click Context Menu

Operation Tree
The Operation Tree displays all object types Operation and the hierarchy of operations required to
perform the work tasks to build a product. The top level of this hierarchy or the operation root node
defines the work tasks in its most general terms, for example "Assembly a Product". The hierarchy then
branches downward into a series of first-level manufacturing operations, which in turns include their
sub operations in the next hierarchy level. The operation root node is divided in detailed sub operations
until the work task is fully expanded and every operation is included.

Figure: Example of Operation Tree

Product and Resource Tree

The Product Tree displays all object types Parts and the hierarchy of a product with all its parts which
are currently loaded. Similar to the Product Tree, the Resource Tree displays all object types Resources
which are currently loaded. The Resource Tree contains a top-down, hierarchical view of all of the
resources that are used to manufacture a product, from the entire plant down to individual tools and
fixtures. The currently active resource is displayed with a light blue box around it. Any new resources
added to the engineering data by dragging and dropping from the Navigation Tree are automatically
added as children to this resource.

Figure: Example of Resource Tree

Relations Viewer
The Relations Viewer enables you to view and manage relations between objects. For example, if you
click any operation from the Operation Tree, the Relations Viewer shows which Parts, Resources, and
Manufacturing Features (Mfgs) are assigned to this operation. The Relations Viewer is synchronized
with other viewers and displays all changes as they occur. If you delete an object from the Relations
Viewer, its relationship with the root object will also be deleted.

Figure: Relations Viewer

2.1.4 Graphic viewer

The Graphic Viewer is a viewer window that displays the 3D view of currently selected objects. In
order for objects to be displayed on the Graphic Viewer, you have to load the objects or study first
from the Navigation Tree. Process Designer and Process Simulate use JT as 3D data format to visualize
objects. Thus the Graphic Viewer can only load and display objects containing a *.jt file under their
directory.
If the Graphic Viewer is not displayed when you open Process Designer for the first time, you can open
it by selecting View > Viewers > Graphic Viewer from the menu bar. The next time you launch
Process Designer, the Graphic Viewer will be displayed or closed as it was the last time you closed the
application.

2.1.4.1 Displaying Objects

Objects in Process Designer are created in the Navigation Tree. To display objects in the Graphic
Viewer, you need to load them in the Graphic Viewer first. The Load function enables you to load data
from the Navigation Tree into the corresponding trees, for example Product Tree or Resource Tree, and
display it in the Graphic Viewer. The Graphic Viewer and the trees are synchronized with each other.
Therefore, selecting an object in the Graphic Viewer simultaneously highlights it in the corresponding
tree, if it is loaded, and vice-versa. To load an object to the Graphic Viewer:

1. Select the object(s) to load in the Navigation Tree.

2. Load the object(s) using one of the following steps:
a) Select File > Load from the menu bar,
b) Right-click the object and select Load from the context menu,
c) Click the Load button on the toolbar.
3. When you load a new project, the Save dialog is displayed.
4. Click Yes to save the changes, No to not save the changes, or Cancel to exit without performing
the requested load.
5. The objects are then loaded in the corresponding tree and can be displayed in the Graphic Viewer.

Toggle Display
Objects are displayed in the trees regardless of whether they are blanked or displayed in the Graphic
Viewer. You can blank and display objects in the Graphic Viewer by using the toggle icons next to the
object node names in all trees except the Navigation Tree. When you click the toggle icon, it switches
between the following icons.

Icon Description
A solid blue icon indicates an object that is currently displayed in the Graphic Viewer.
A half blue icon indicates a compound parent object that has some of the children displayed
in the Graphic Viewer.
An empty blue icon indicates an object that is not currently displayed in the Graphic
Viewer.
A blue X icon indicates that an object does not have any 3D representation and cannot be
displayed in the Graphic Viewer.

2.1.4.2 Toolbars and Buttons

Most of the functions described below can also be selected from the right-click context menu in the
Graphic Viewer or from the menu item View. If some of the toolbars are not displayed, you can display
them by right-clicking an empty area in the toolbar and select the desired toolbar from the context
menu.

Graphic Viewer Toolbar

The Graphic Viewer toolbar contains options that enable you to manipulate the way objects are viewed
in the Graphic Viewer.
Object Viewing Toolbar
The Object Viewing toolbar enables you to display or hide selected objects in Graphic Viewer

The Display by Type button opens the Display by Type dialog box. From the Display by Type dialog
box, you can select one or more types of object to display or hide.

For example, if you are working with operation simulations using path locations in the Path Editor, the
Display by Type option can be used to quickly blank or display all path locations and object frames,
thus giving you a good overview of your digital factory model.

View Point Toolbar

Another important toolbar is the View Point toolbar. With this toolbar you can quickly change the
angle from which you view the object in the Graphic Viewer.
This toolbar is useful if you are working with object positioning in the Graphic Viewer. The view
points shown in following figure are: (from left to right) Back, Bottom, Front, Left, Right, Top and
Q4.
 Figure: View Point Toolbar

2.1.4.3 Controlling Objects

As an alternative to the viewing modes from the Viewing Toolbar described in previous chapter, you
can also use the mouse buttons to manipulate the view and control how objects are displayed in the
Graphic Viewer, as follows:

Mouse Button Action

Click the left mouse button Select an object
Hold and drag the left mouse button or hold CTRL + click left mouse Select multiple
button objects
Hold and drag the center mouse button Zoom in/out
Hold and drag the right mouse button Pan
Hold and drag the center and right mouse buttons Rotate

Customizing Control Options of the Graphic Viewer

By selecting Tools > Options from the menu bar and choosing Graphic Viewer tab, you can
customize the parameters for mouse viewing and rotation control.
The Direct Viewing allows you to zoom, pan, or rotate object only by pressing and releasing the
mouse button.
Continuous Viewing means that the pan, rotate, and zoom action is performed automatically as long as
the mouse button remains pressed. 
Under the Rotation Method you can select whether the object moves in the same direction with the
mouse or in the opposed direction.
Just try the different options and choose the option you are comfortable with.

Figure: Graphic Viewer Tab

2.1.4.4 Display/Adjust Floor
By default, Process Designer only displays the coordinate system in the Graphic Viewer.
By selecting View > Display Floor from the menu bar you can activate the ground floor display in the
Graphic Viewer.

The floor display is particularly useful if you are working with a layout or floor plan of the digital
factory or if you are placing and positioning objects within the layout.

The standard size of the floor is 12.000 x 12.000 mm and the standard grid size is 500 x 500 mm. The
size of the floor and the size of the floor grid can be customized by selecting View > Adjust Floor from
the menu bar. Floor Step Size defines the size of the grids and Floor Size defines the size of the whole
ground floor. By checking the box Show Grid Only, the ground floor color disappears and only the
grids are shown.

Figure: Adjust Floor Window

The default color for the floor is dark blue with black floor grid. To change the color, right-click an
empty area in the Graphic Viewer and select Options from the context menu to open the Options
window.

Under the Appearance tab, there is an option to change the color of the floor and the floor grid.

Figure: Appearance Option Tab

2.1.5 Other Viewing Options
Another essential viewing options in Process Designer are Gantt Viewer and PERT Viewer, which will
be explained in the following chapters.

2.1.5.1 Gantt Viewer

The Gantt Viewer provides graphic representations of operations and the resources assigned to them
along the operation cycle time line. The Gantt chart can be used to balance the workload of each work
station or work cell, and of the entire production line.

The Gantt Viewer contains the Gantt chart which represents operations by colored horizontal bars. The
length of a bar reflects an operation's duration. Dependencies between operations are represented by
arrows, originating from the completion edge of an earlier operation and pointing to the starting edge of
the subsequent operation. You can view the Gantt chart from the operation perspective as well as from
the resource perspective [Siemens-2013a].

The Gantt Viewer is, however, not part of the current version of this tutorial. It will be included in the
next version update.

2.1.5.2 PERT Viewer

The PERT viewer provides a powerful graphic tool to examine logic diagrams of operations and their
dependencies. The PERT boxes display all pertinent operation-related information, including links to
resources, parts, and MFGs [Siemens-2013a].

The PERT Viewer is, however, not part of the current version of this tutorial. It will be included in the
next version update.

2.2 Factory Design in Process Designer

This chapter provides a detailed explanation about the work flow and basic functions to create a project
and its structure in Process Designer.

2.2.1 Work flow

In order to be able to design a digital factory, you need to plan and have information about the
following aspects beforehand:
 Factory layout
 Plant structure and resources
 Manufacturing processes and assembly order
If you want to design a digital factory in 3D environment, you will also need 3D CAD files, both of the
products as well as of the facilities, machines, robots, workstations, and also of a human model.

2.2.2 Tecnomatix Project

Tecnomatix project is an essential element in working with Process Designer and Process Simulate.
The Oracle database contains schemas, which represent a group of Tecnomatix projects. A Tecnomatix
project is stored in a schema including its data structure. It can contain a whole digital factory design,
assembly and manufacturing processes, or simulations data. This project is exportable and can be
restored to its original state by re-importing its data.

A project typically contains multiple folders, similar to the structure of Windows Explorer. These
folders include libraries containing prototypes of objects, for example products, work stations, robots,
boxes, etc. Instances of the object prototypes are used to create the layout of the digital factory or to
plan the assembly process.

2.2.2.1 New Project

Before you begin with designing your digital factory, first you have to create a new project that stores
your data. Alternatively, if the project that you want to work on already exists, you can just open the
project from the database. Once a project is created, it is automatically saved in the eMServer and can
be opened the next time you launch Process Designer.
Creating New Project
1. Select File > New Project from the menu bar (if this option is not available, close the open
project first).
2. The New Project window opens, displaying a list of available projects.
3. Specify a name for the new project in the New Project Name field. The new name that you assign
must be unique in order to activate the OK button. The system creates a new project in the
eMServer of the currently logged-in user.
4. Click OK.

Figure: New Project window

Opening Project
1. Select File > Open Project from the menu bar.
2. Process Designer opens the same Open Project window as when the application is started.
3. Select the desired project from the list and the project release version from the drop-down list. By
default, Process Designer displays the most recent release when you select a project.
4. Double-click to open or click OK.
5. Process Designer then opens a Navigation Tree view, displaying the top node of the selected
project.

Figure: Open Project window

2.2.2.2 New Object Nodes

After you create a project, Process Designer displays a Navigation Tree with the project name as the
root node. However, the project root node does not have any children yet. The New option enables you
to add a new node under the project root node in the Navigation Tree. New object nodes can be
inserted as a child under any compound object node in the object hierarchy.
Creating New Object Node
1. Select the parent node in the Navigation Tree.
2. Open the New dialog box using one of the following steps:
a) Select Edit > New from the menu bar,
b) Right-click the selected node and select New from the context menu,
c) Click the New button on the toolbar.
3. The New dialog box appears, listing the type of nodes that are available to create under the
selected node.
4. Select the object node types you wish to insert and set the amount of nodes you require of each
type and click OK.

Figure: Creating New Object Node from Project Node

Just like working with windows, you can rename an object node by selecting the object node and then
pressing the F2 button. The selected node type determines which type of node you can insert as
children of the node. The following figure shows object node types available as children of a Resource
Library.

Figure: Available Object Types from Resource Library

2.2.2.3 Project Structure

You can create object nodes directly under your project node. However, with the increasing number of
your objects and the need to create the object instances redundantly, it would be hard to keep track of
your object. Instead, it would be useful to create collections as top-level folder to categorize your
objects, similar to folder structure in windows.

The following figure gives you an example on how to organize your project. In this example, we have
three Collections, which serve as folder, and one StudyFolder. The objects are categorized by its type.
The Libraries Folder stores all type of library, the Products folder stores all object type Part, while the
Working Folder stores all objects required to design the layout and process of your digital factory
(object type Resources and Operations). The StudyFolder serves as collective folder to store all studies
created in Process Designer. By expanding the folder you can view each objects in the collection. You
can choose another way to organize your project depending on your preferences.

Figure: Example of a Project Structure

2.2.3 Import & Export Project

You can import and export a Process Designer project either as an electronic Bill of Processes (eBOP)
or as selected eBOP data to a file.

Export Function
There are two export functions in Process Designer:
1. Export Project as eBOP,
2. Export Selected eBOP to File.

The first option is used to export a Process Designer project as whole. The second option is used if you
only want to export specific node from a Process Designer project, for example libraries, collections or
operations. Project files, which are obtained by highlighting a project node, are exported either via the
Tecnomatix-proprietary *.ppj project format or the *.xml data format. Object files are exported either
as *.ppd format or as *.xml format.

To export a project as eBOP:

1. Select the project node you wish to export and select File > Export > Export Project as eBOP
from the menu bar.
2. The Export window opens.
3. Select the destination folder and enter the file name in the File Name field.
4. From the Files of Type drop-down list, select either *.ppj or *xml and click Save.
5. If the export process is complete, a confirmation message will appear.

To export selected eBOP to File:

1. Select the object node you wish to export and select File > Export > Export selected eBOP to file
from the menu bar.
2. The Export window opens.
3. Select the destination folder and enter the file name in the File Name field
4. From the Save as Type drop-down list, select either *.xml or *.ppd and click Save.
5. A confirmation message is displayed. Click OK.

Figure: Export Project

Import Function
There are two import functions in Process Designer:
1. Import New eBOP Project,
2. Import eBOP from File.

The first option is used to create a new project from another project. Corresponding to the export
function, a new project can be imported into Process Designer in either *.ppj or *.xml data format. The
second option is used to import data file from a *.ppd or *.xml data format. For example, you can
import a library or study data from another project and integrate it to your current project.

To import new project:

1. Select File > Import > Import New eBOP Project from the menu bar (this option is only
available after you close a running project).
2. The Import window appears.
3. Navigate to the source directory and select either the *.ppj or *.xml file that you wish to import
and click Import.
4. If the import process is complete, a confirmation message will appear.

To import eBOP from file:

1. Select File > Import > Import eBOP from File from the menu bar
2. The Import window appears.
3. Navigate to the source directory and select either the *.ppd or *.xml file that you wish to import
and click Import.
4. A confirmation message is displayed. Click OK.
5. Process Designer places the imported objects under the selected node. If the data was exported
without the parent folder, the system assigns a parent folder containing the imported data with the
name of the user.
 Figure: Import Project

2.2.4 3D CAD Import

Process Designer can only load files in *.co, *.cor, and *.cojt format. This format is displayed in
System Root as a folder. This folder contains a 3D geometry representation as *.jt file and a
TuneData.xml file that contains the information of the data, such as object type and project
association.

Native 3D CAD files cannot be loaded in Process Designer and have to be converted first. If
CADTranslators Add-On is installed, you can import and convert native 3D CAD files from another
applications, such as NX, CATIA, Pro-Engineer/Creo, as well as files with neutral data format, such as
STEP, IGES, or JT. You can also choose, which JT Version the data will be converted into by selecting
Tools > Options > General Tab from the menu bar.

Figure: JT Version Options

Importing 3D CAD files in Process Designer
1. Select File > Import > Import CAD Files from the menu bar (if this option is not available,
make sure to click an object in the Navigation Tree first).
2. The Import CAD Files window opens.
3. Click Add button to add 3D CAD Files that are to be imported in Process Designer.
4. After selecting the 3D CAD files that are to be imported, the File Import Settings window opens.
5. In the File Import Settings window you can select the target folder where you would like to store
the imported CAD files. The default path is under \SystemRoot\Libraries. You can create a new
folder to organize your imported 3D CAD files if you like, but the target folder must be under
System Root.
6. Define the type of your 3D CAD files under Class Types.
7. By clicking OK Button you will return to the Import CAD Files window. The import process will
start after you click Import button.
8. It is important to left the option Create new subfolder for each imported assembly checked if you
are importing assembly 3D CAD files. This option will keep your 3D CAD files organized,
otherwise all imported 3D CAD files will be stored under \System Root\Libraries.
9. You can find all imported 3D CAD files in your project under administrator’s Folder node in the
Navigation Tree. Process Designer automatically creates a Part/Resource library and a Compound
Part/Resource for each imported 3D CAD file, depending on which Class Types you selected
before.

Figure: Import CAD Files Window

Figure: Navigation Tree with administrator's Folder

2.3 Working with Objects in Process Designer
This chapter provides a detailed explanation about the different types of object in Process Designer and
how to work with them. After finishing this chapter, you should be able to design a digital factory and
complete the exercises in the next chapter.

Download Section
The project Process Designer Example used in this chapter can be downloaded here (right-click and
save). Use the *.xml file to create a new project using Import New eBOP Project option. The 3D
models used in this project can be downloaded here. Unzip the file and copy the folder to your
SystemRoot\Libraries directory. It may be necessary to adjust the 3D file path in the object properties
window, if your SystemRoot directory differs from the one used to create the original project.

After you imported the project, open the Snapshot Editor by selecting View > Viewers > Snapshot
Editor from the menu bar. Navigate to the Snapshot Editor and double-click the snapshot Original
Design to view the original design and begin working with the project.

2.3.1 Understanding Objects in Process Designer

As you might have noticed from the previous chapters, there are different types of objects in Process
Designer. The main types of objects in Process Designer can be categorized as follows:
 Parts,
 Resources,
 Operations.

In addition, each of the object type can be further divided in following categories:
 Libraries,
 Compound Objects,
 Twin Objects (only for Resources and Operations).

Figure: New Object Dialog Window

2.3.1.1 Library
The data model of Process Designer uses a library concept. Libraries enable the use of components,
equipment, and operations in a project. A library contains standard elements, such as the existing
resource structure (Resource Library), a standard process descriptions (Operation Library), as well as
the original component (Part Library) and the list of connection data.

Libraries are used to transport information within and between projects. Libraries may be indicated by
the icon, which looks like a filing cabinet. A library can contain sub-libraries as its children object
node. The types of object that can be added as children node to a library depends on the type of the
library as well. Libraries in Process Designer are used as prototype repositories. The various types of
libraries provide a source of standard objects that can be dragged and dropped as instances in various
nodes on the Navigation Tree. The libraries may be built from imported data and edited as needed from
within Process Designer.

Part and resource libraries contain prototypes of elements, to which 2D and 3D representations are
assigned. From the protoypes you can derived as many instances to be used in the study of the project.
Instances of these prototypes can be dragged into other objects like compound resources, parts or
operations. The 2D and 3D mapping is always performed on the prototype in a library and cannot be
changed on the instance. In the instance level you can only change the specific attributes, for example
the position in the layout.

Library Type
There are different types of libraries available in Process Designer. The most important of them are
shown in the following table.

2.3.1.2 Compound Objects

A compound object is a group or collection of object(s). It can contain another compound object(s) or
object instances of an object prototype from the library. Compound object can be loaded and displayed
in the Graphic Viewer, if the object prototype in the library, from which the object instances are
derived, includes a 3D CAD data.

Types of Compound Object

Listed below are different types of compound Resources. For another type of object, such as Parts and
Operations, different types of compound object exist.
Copying a Library Object to a Compound Object
To copy a library object to a compound object, you can drag and drop the library objects to the
compound object node in the Navigation Tree. This copy the object prototype from the library and
create a new object instance. The object instance appears as new children node under the compound
object node.

Alternatively, if the compound object is already loaded in the Graphic Viewer, you can drag and drop
the library object in the Graphic Viewer. The object instance will be listed automatically as a node
under the compound object in the corresponding tree (Product or Resource Tree).

Figure: Drag and Drop Function to Copy Object Prototype from a Library to a Compound Object

2.3.1.3 Twin Objects

Process Designer works with a concept called twin-modeling. This can be used for modeling processes
and resources for a workstation, zone, line, or the whole factory plant. Twin modeling means that if
you create a compound operation, Process Designer automatically creates and assign a compound
resource to it, and vice versa.

Object types available for twin modeling:

2.3.1.4 Process Designer Study

Process Designer study is an essential element for the simulation of the designed digital factory in
Process Simulate. A study contains a workplace design with its layout and object placements. You can
create any number of study in a project.

Creating New StudyFolder and New Study Node in the StudyFolder

A Process Designer study can only be saved in a Study Folder. Therefore, before you can create a
study, it is essential that you create a Study Folder first in the project structure.
1. Select the project node in the Navigation Tree.
2. Open the New dialog window using one of the following steps:
 Select Edit > New from the menu bar,
 Right-click the selected node and select New from the context menu,

 Click the New button on the toolbar.

3 Check the box StudyFolder and click OK.
After you created the Study Folder you can create new study node as children of the Study Folder.
1. Select the Study Folder node in the Navigation Tree
2. Open the New dialog window using one of the following steps:
a) Select Edit > New from the menu bar,
b) Right-click the selected node and select New from the context menu,

c) Click the New button on the toolbar.

3. The New dialog window with a list of available study types appears. Select one or more study
types and click OK.

Figure: New Study from StudyFolder

Save Scenario in a Study

Instead of creating a new study file with the described option above, you can also use the Save As or
Save Scenario command to create and save a new study. This option is also recommended to create a
new study instead of the previous option, because the new study created is independent of type. The
Save As command saves the engineering data from the current session, such as objects position or
mount information, to a selected study. After the data has been saved, if you load the study again
within Process Designer, the saved engineering data will be automatically opened.
1. Select File > Save As from the menu bar.
2. The Save Scenario window opens.
3. Save the current scenario using one of the following steps:
a) If you want to save the current scenario in an existing study, select the study node under the
Study Folder to save the current scenario. A message is then displayed asking whether to
overwrite the data already contained in that study.
b) If you want to create a new study, select the Study Folder and enter the name in the Study
Name field.
4. Click OK. If you created a new Study, Process Designer then adds the new study under the Study
Folder.

Figure: Save Scenario Window

Objects in Study
To add objects to the study file, select a compound part, resource, and/or operation from the collection
folder in the Navigation Tree and drag and drop them into the study node under the Study Folder node
in the Navigation Tree. Process Designer only adds a shortcut to the (compound) part, resource, or
operation object in the study node. Thus, if the object is updated or new children objects are added to
the compound object, the objects in the study are automatically updated.

Process Designer also displays the resource objects in the Resource Tree, the part objects in the Product
Tree, and the operation object in the Operation Tree. If a child of the selected compound object already
exists in the target study, the new object item is added as a parent object of the existing one.

2.3.2 Core Functions of Objects in Process Designer

In this chapter, the core functions of objects in Process Designer are explained. These functions are
essential before you begin with the object placement in the digital factory layout.

2.3.2.1 Check In/Check Out

If Tecnomatix is installed in the three-tier configuration, Process Designer allows multiple users to
work simultaneously on the same project. The Check In & Check Out mechanisms decide which object
can be edited or only viewed by a user. These are useful if you are working in a team as they ensure
that only one person can edit a specific project scope at one time, thus preventing data inconsistency.

Check In
By checking in an object, the edited object is updated in the database and returned to the public
eMServer. Another user is now able to check out this object and change or edit this object. To check in
an object:
1. Select the object(s) to be checked in from the Navigation Tree.
2. Open the Check In dialog box using one of the following steps:
a) Select Edit > Check In from the menu bar,
b) Right-click the object and select Check In from the context menu,
c) Click the Check In button on the toolbar.
3. Select the required options and click OK.
a) The option Check In with hierarchy enables you to also check in all the children objects of
the selected object node.
b) The option Check In as new version enables you to check in a new version of the object
node.
c) The option Keep objects checked out enables you to update the database, but keep the
object node checked out for further changes. Other users can view the updated object but
have no access to edit the object.

Figure: Check In Window

Check Out
By checking out an object, the object is locked for editing by a specific user who checked out the
object. Another team member can only view the object and is not able to make any changes on the
object. To check out an object:
1. Select the object(s) to be checked out from the Navigation Tree
2. Open the Check Out dialog box using one of the following steps:
a) Select Edit > Check Out from the menu bar,
b) Right click the object and select Check Out from the context menu,
c) Click the Check Out button on the toolbar.
4 Select the required options and click OK.

Figure: Check Out Window

Another option is the Cancel Check Out command. This unlocks the selected nodes and all nodes
related to them, and also cancels all changes that were made while the object nodes were checked out.
The objects are returned to the public workplace as they were, before being checked out.

2.3.2.2 Object Properties

The object properties displayed in Properties window specify basic information about the selected
object. The Properties window displays several tabs with detailed information about the currently
selected object. The types of tabs displayed in the Properties Viewer depend on the type of object that
has been selected. You can view Properties window from every object node in the Navigation Tree
with these steps:
1. Select the object node.
2. Open the Properties window using one of the following steps:
a) Select View > Open with > Properties,
b) Right-click and select Properties from the context menu,
c) Click the Properties button on the toolbar.

Figure: Project Properties Window

Properties of Object Prototype and Object Instance
You can change the properties or attributes of an object using the Properties window. One of the most
important thing when working with Properties window is the difference between properties of an object
prototype (children object of a library) and properties of an object instance (children object of a
compound object).

The object prototype stored in a library represents a general form of the object. If you open the
Properties window of an object prototype, you can assign 3D file to your object prototype from the
SystemRoot under the Physical tab or you can change its properties, such as material, weight, or size.
An object prototype does not have any location information, as it is independent of your digital factory
layout.

Figure: Properties Window of a Resource Prototype (from a Resource Library)

From the object prototypes in a library, you can create as many object instances to be used in the
project by copying or drag and dropping them into a compound object. These object instances
represents a unique copy of an object prototype. If you open the Properties window of an object
instance, you can modify its location information. The attributes of an object instance as well as its 3D
representation however, are derived from the object prototype node and cannot be changed.

Figure: Properties Window of a Resource Instance (from a Compound Resource)

2.3.2.3 Displaying Objects
The Load function enables you to load data from the Navigation Tree to the corresponding tree, such
as Product Tree or Resource Tree, and display it in the Graphic Viewer. The Graphic Viewer and the
trees are synchronized with each other. Therefore, selecting an object in the Graphic Viewer
simultaneously highlights it in the relevant tree, if it is loaded. To load objects or a study to the Graphic
Viewer:

1. Select the objects or a study to load in the Navigation Tree.

2. Load the objects or the selected study using one of the following steps:
a) Select File > Load from the menu bar,
b) Right click the object and select Load from the context menu,
c) Click the Load Button from the toolbar.
3. When you load a new project, the Save dialog is displayed.
4. Click Yes to save the changes, No to not save the changes, or Cancel to exit without performing
the requested load.
5. The objects are loaded in the corresponding tree and can be displayed in the Graphic Viewer
using the toggle display icons.

Drag and Drop

If a collection object, such as compound object, twin object or a study file, is already loaded in the
Graphic Viewer or in the corresponding tree, you can also use the drag and drop function to load an
object from the library into the Graphic Viewer. The dragged and dropped object from the library is
added as children of the previously loaded collection object.

Figure: Drag and Drop Resource from Resource Library in the Graphic Viewer
2.3.2.4 Attach/Detach
The Attach option enables you to attach one or more object to another object. If several objects are
attached together, they can be moved together. The Detach option breaks the connection between
attached objects.
1. Select object(s) to be attached either in the Graphic Viewer or in one of the trees.
2. Open the Attach dialog box using one of the following steps:
a) Select Layout > Attach from the menu bar,
b) Right-click and select Attach from the context menu,
c) Click the Attach button on the toolbar.
3. The Attach dialog box is displayed with the name(s) of the selected object(s) in the Attach
Objects field.
4. Specify the type of the attachment:
a) One Way: The attached objects can be moved independently. If you move the object to
which they are attached, all of the objects will move together.
b) Two Way: If you move one of the object, all other objects will move together.
5. Click in the To Object field and select the object to be attached to either in the Graphic Viewer or
in one of the trees and click OK.

The objects remain attached until you detach them. You can always see which objects are attached to
an object from its Properties window.

Figure: Attach Objects

2.3.3 Positioning Objects in Digital Factory Layout

After you load the objects or the study file in the Graphic Viewer, you can position the objects
according to the layout plan of the digital factory. Object placement is one of the most important tasks
in designing your digital factory in 3D environment.

Tools Toolbar
Listed below are the functions available from the Tools toolbar. The placement functions are also
available from the menu bar via Tools > Placement, the collision functions are available from Tools >
Collision.
2.3.3.1 Object Placement
The Placement options enable you to move and position of loaded objects at selected locations. As the
new location of an object instance is not saved automatically, do not forget to save the updated
scenario.

Placement Manipulator
The Placement Manipulator option enables you to move objects within a cell along the X-, Y-, or Z-
axes and rotate objects on the Rx-, Ry-, or Rz-axes.

1. Select object(s) either in the Graphic Viewer or in one of the trees.

2. Open the Placement Manipulator window using one of the following steps:
a) Select Tools > Placement > Placement Manipulator from the menu bar,
b) Right-click and select Placement Manipulator from the context menu,
c) Click the Placement Manipulator button on the toolbar.
3. A Manipulator Frame with its arcs also appears in the Graphic Viewer at the center of the
selected object.
4. Move or rotate the selected object along the axes either by selecting the axis and clicking the
Move One Step button (left and right) or by dragging the Manipulator Frame in the Graphic
Viewer.
5. You can change the size of a step by clicking on the Step Size.
6. Click Reset to return the object to its original position or Close to close the Placement
Manipulator window.

Figure: Placement Manipulator Window

Figure: Place an Object

Relocate
The Relocate option enables you to relocate objects to an exact location. You can place an object so
that it maintains its original orientation or place an object so that it takes on the target frame
orientation.
1. Select object(s) either in the Graphic Viewer or in one of the trees.
2. Open the Relocate window using one of the following steps:
a) Select Tools > Placement > Relocate from the menu bar,
b) Right-click and select Relocate from the context menu,
 c) Click the Relocate button on the toolbar.
3. Select the target object on which the selected object to position.
a) You can change the reference and target frame in the From frame and To frame dropdown
list.
b) Check the Maintain orientation box to move the selected object without changing its
orientation.
c) Select Translate only on to limit movement to a selected axis. You can then choose the X,
Y, and Z axis.
4. Click Apply to move the selected object to the target object.
5. Click Reset to return the object to its original position or Close to close the Placement
Manipulator window.

Figure: Relocate Window

Fast Placement
The Fast Placement option enables you to move objects in the Graphic Viewer along the linear X- and
Y-axes only.
1. Select object(s) either in the Graphic Viewer or in one of the trees.
2. Change into the Fast Placement mode using one of the following steps:
a) Select Tools > Placement > Fast Placement from the menu bar,
b) Click the Fast Placement button on the toolbar.
3. The mouse cursor in the Graphic Viewer changes to a hand form. Hold and drag the left mouse
button to move the object.
4. Click the Fast Placement button again to end the fast placement mode and return the cursor to
the default arrow.

Figure: Fast Placement

2.3.3.2 Object Alignment
With the Alignment options, you can align several objects horizontally or vertically, or distribute them
evenly along a selected axis. The aligned objects do not have to be of the same type and do not have to
have the same dimension.

Align Objects
1. Select objects to be aligned together either in the Graphic Viewer or in one of the trees.
2. Select Layout > Alignment from the menu bar and choose the axis along which the selected
objects should be align.
3. The axis location of the last selected object determines where the objects will be positioned along
the selected axis.

Figure: Align Object

Distribute Object Alignments
1. Select objects to be aligned together either in the Graphic Viewer or in one of the trees.
2. Select Layout > Alignment from the menu bar and choose the axis along which the selected
objects should be distributed.
3. The distances between each object is determined by the position values of each of the selected
objects. When you want to distribute objects, the highest and lowest values of the selected axis are
added and then divided by the number of objects to be distributed to determine where the objects
will be positioned along the axis.

Figure: Distribute Alignment

2.3.3.3 Object Collision
The Collision option enables you to define, detect, and view collisions of the objects currently
displayed in the Graphic Viewer. This function activate and deactivate Collision Mode. Collisions are
detected only when Collision Mode is on. You can activate the Collision Mode using one of the
following:
 Select Tools > Collision > Collision Mode On/Off from the menu bar.

 Click the Collision Mode On/Off button on the toolbar.

Fast Collision
This option enables you to quickly create a collision set from selected objects. The collision set created
with this option is a self set, which means that all the objects within the set are checked for collision
against each other. Only one fast collision set may exist in a study. If you create another one, it replaces
the previous fast collision set.
1. Select the objects to be set for fast collision.
2. Activate Fast Collision mode using one of the following steps:
a) Select Tools > Collision > Fast Collision from the menu bar,
b) Click the Fast Collision button on the toolbar.

Figure: Fast Collision

If the objects collides with each other, the color will change to red. After setting the objects for fast
collision, you can analyze the collision using the Collision Viewer.

1. Select View > Viewers > Collision Viewer from the menu bar.
2. The Collision Viewer opens and displays the objects in the fast collision set.
3. You can click the Collision Depth button to analyze the collision between two objects.
4. The Collision Depth window opens displaying the objects in collision and the penetration depth.
The value of the penetration depth is also shown in the Graphic Viewer.
5. By selecting Jump, the selected object moves automatically according to the distance to jump, so
that it does not collide with the other object anymore.
 Figure: Collision Depth Analysis from Collision Viewer

If you need to arrange two objects right next to each other, the Fast Collision option also allows a quick
way to put two objects together next to each other.
1. Activate Fast Collision mode for the selected objects.
2. After you set the two objects as fast collision pair, select the object to be moved.
3. Open the Placement Manipulator window and click Move to Collision button in the
direction, in which the object should be aligned to.
4. The object will move until it reaches the collision point of the other object.

Figure: Placement Manipulator using Fast Collision

2.3.3.4 Duplicating Objects
If you need a number of the same resources several times, you can use the Duplicate Objects option.
This option enables you to duplicate instances of a selected object. This is particularly useful if you
need a number of the same object instances in a row, instead of placing an instance of the object and
manipulating each object instance's position.
1. Select the object to be duplicated either in the Graphic Viewer or in one of the trees.
2. Open the Duplicate dialog box using one of the following steps:
a) Select Layout > Duplicate Objects from the menu bar,
b) Click the Duplicate Objects button on the toolbar.
3. Specify the number of instances and along which axis you want the object instances duplicated in
the Number along X/Y/Z fields.
4. Enter the distances between the duplicated instances along each axis in the X/Y/Z Spacing fields.
You can calculate the spacing required by adding the length of the selected object together with
the distance of the space required between the duplicated instances.
5. Click OK to create the duplicate instances or check the Preview box to preview them first.
6. The duplicated instances of the selected object are added as children of the compound object in
the corresponding tree.

Figure: Duplicate Objects Command

Figure: Duplicating Objects in Y-Axis

2.3.4 Saving Current Layout
Process Designer automatically saves the project with its object structure in the eMServer. However,
the study data, such as location information of object instances or tool mount information, must be
manually saved. In this chapter, two options are described: The Save Scenario to save the engineering
data and update the study information, as well as the Snapshot Editor to save the current state of a
study and return to a previous state using a saved snapshot.

2.3.4.1 Save Scenario

If a study or a compound object is loaded or if you are already working in a study, you can directly
save the data from the current session and update the study in the eMServer using these steps:
1. Select File > Save Scenario from the menu bar or click the Save Scenario button .
2. One of the following occurs:
a) If a study is loaded, the Save Scenario dialog box appears. Choose one of the two options
and click OK.
b) If no study is loaded, the system automatically saves eMServer data, such as labels, mount
information, object position, without updating the study.

Since Process Designer only automatically transmits the links and structures of objects in the
eMServer, you should always save the updated scenario, for example after you create new object
placements in the digital factory layout, before you close the project. Otherwise, the information will
be lost the next time you open the project.

Figure: Save Scenario Dialog Box

2.3.4.2 Snapshot Editor

Snapshots can be useful to create variations of the object state within a study. A snapshot preserves the
current view of the objects in a study. The recorded view can include device poses and different object
attributes, such as point of view, object visibility, object locations, or viewing mode. Using snapshots,
you are able to restore the previous state of a study. It is highly recommended to create a snapshot
before you make the very first change in a study so you will be able to return to the initial state of the
study.
The Snapshot Editor can be used to create, edit, and display the snapshots from a study loaded in the
Graphic Viewer. Follow these steps to create snapshots:
1. Select View > Viewers > Snapshot Editor from the menu bar to open the Snapshot Editor
viewer.
2. In the Snapshot Editor Viewer, click the New Snapshot button to create a new snapshot.
3. A new snapshot of the current state of the loaded study displayed in the Graphic Viewer is created
with the default name Snapshot_# and the image of the snapshot is displayed in the lower part of
the Snapshot Editor.

After a snapshot has been created, you can edit the name of the snapshot or remove the snapshot. You
can also update the snapshot using the Update Snapshot button at a later time. The selected
snapshot is then changed to the image of the currently displayed objects in the Graphic Viewer. You

can restore the previous state of the study using the Apply Snapshot button . The current state of
the study is replaced in the Graphic Viewer with the image from the previously created snapshot,
depending on the options you choose from the drop-down list as shown in the following figure.
 Figure: Snapshot Editor

2.3.5 Human and Robot as Process Resources

This chapter introduces you to human models and robots as resources in Process Designer. If you have
devices or robots and human models as resources in your project, you can manipulate them to simulate
work tasks in a 3D planning environment in Process Simulate.

2.3.5.1 Human Model

The purpose of modeling a digital factory in Process Designer is to create and perform the simulations
of work task operations afterwards in Process Simulate. For this purpose, you need to create and assign
all resources required for a workstation during the modeling of the digital factory. This also includes
the human model. The human model is considered as a resource and must be assigned at least once to
each station.
In order to add a human model to the digital factory, you need to create a resource first with the type
Human in the Resource Library, as shown in the following figure.

Figure: Creating New Resource Type Human

Assigning 3D Human Model (Jack)
After you create the resource type Human in the Resource Library, you can assign a 3D human model
to this resource. Process Designer and Process Simulate use the 3D human model Jack developed by
Siemens PLM.
1. Open the Properties window of the Human resource.
2. Under the tab Physical, click on the 3D File to open the New 3D File window.
3. Choose the Jack.cojt folder. Typically, it resides under \SystemRoot\Libraries\Human_Models
directory.

Figure: Human Model in Resource Properties

Displaying 3D Human Model in Graphic Viewer

To display the 3D human model in the Graphic Viewer, drag and drop or copy the Human resource in
the compound resource node or within a study and load it.

Figure: Loading Human Model in Graphic Viewer

2.3.5.2 Mount Tool
The Mount Tool option enables you to mount a tool or a gun on a robot. The mounted tool is attached
to the robot's tool frame. If a tool is mounted on a robot, it moves together with the robot's tool frame,
if the robot moves.
Generally a tool is mounted on a robot to perform certain tasks. For example, a welding gun can be
mounted on the robot so that the robot can perform several welding tasks in different locations in a
workstation. If a tool required to perform a task may be too large to mount on the robot, you can mount
the object on the robot, so that the robot can bring the object to the tool's location in order to perform
the required task.

Figure: Mount Tool Option

Mounting a Tool to a Robot

1. Select Kinematics > Mount Tool from the menu bar to open the Mount Tool window (if the Mount
Tool option is disabled, select a device or a robot first).
2. Under Mounted Tool section select a tool in the Tool field, either in the Graphic Viewer or from the
Resource Tree, and choose the reference frame in the Frame dropdown list to determine how the
tool is mounted on the robot.
3. Under Mounting Tool section, select a robot in the Mount on field, either in the Graphic Viewer or
from the Resource Tree, and choose the reference frame in the Frame dropdown list.
4. By clicking Apply, the tool moves to the robot so that the selected frame on tool is matched to the
selected frame on robot. If the tool is mounted incorrectly, you can change the reference frame or
click Flip Tool to change the position.
5. When you are satisfied with the position and the orientation of the mounted tool, click Close.

Figure: Mounting a Gripper to a Robot

2.3.5.3 Device Movement
Using the Kinematics function, you can create links and joints for a component and jog them later to
create poses. A component with kinematics is a device at its simplest level and a robot at a more
complex level.

Joint Jog
The Joint Jog option enables you to move the joints of a selected device or robot, provided that its links
and joints are already defined.
1. Select a device or a robot, either in the Graphic Viewer or in the Resource Tree.
2. Select Kinematics > Joint Jog from the menu bar to open the Joint Jog window with a list of all
the joints defined.
3. You can change the pose of the robot by moving the slide bar under Steering/Poses to the left or
right or changing the value.
4. You can change the Lower Limit and Upper Limit to configure the limit of the robot's
movement.

Figure: Robot Joint Jog

Mark Pose & Pose Editor

After you move the joints of a device or a robot with the Joint Jog option, you can save the new pose
using Mark Pose option. The Mark Pose option enables you to save the current position of a device or
robot as a pose. The pose is automatically save in the Pose Editor. By default, all robots or devices
have a Home pose, with which you can return the robot to its original position. The saved poses are the
prerequisite for creating a device operation later in Process Simulate.
 Select Kinematics > Mark Pose from the menu bar or click the Mark Pose button to save the
current pose.
 Select Kinematics > Pose Editor from the menu bar or click the Pose Editor button to open
the Pose Editor window.
 Select Kinematics > Home from the menu bar or click the Home button to return the robot to
its original position.
 Figure: Robot Pose Editor

2.4 Process Designer Exercises

This chapter provides two mandatory exercises and one optional exercise. Try to complete the first two
exercise as you will need them in Process Simulate.

2.4.1 Exercise 1: Simple Workstation

In this chapter, you will create a simple workstation in 3D environment as part of a digital factory in
Process Designer. Try to complete the exercise, as we will use it later to create and perform work task
simulations in Process Simulate. Feel free to discuss the exercise with other participants. If you have
any questions or face any difficulties, do not hesitate to ask your trainer.

Download Section
The 3D models required for this exercise can be downloaded here. Unzip the file and copy the folder to
your SystemRoot\Libraries directory.

Exercise Details
1. For this exercise, you need to work in a new project. Create a new project and name it to Simple
Workstation.
2. Create different folder to give your project a structure and give you a better overview of your
project. A recommended way is to divide your project in the following object categories: Libraries,
Parts, Working Folder and StudyFolder.
3. You will need a Part Library and a Resource Library. Each will hold following objects. Assign the
3D models from your SystemRoot\Libraries directory to your Part Library and Resource Library
accordingly. Make sure you choose the right object type for each objects.
a) Part Library: Box 1,
b) Resource Library: Box Gripper, Cart, Conveyor, Robot (Kawasaki UZ100), Robot Base, and
Human Model (Jack).
4. Create a Compound Part to represent the product in the Parts folder. The Compound Part should
holds an instance of Box 1 as its children object.
5. In order to assign the resources and operations accordingly, you need to create twin objects in the
Working Folder, as follows:
a) The whole factory in this exercise should represent a twin resource type Station with a Process
Resource as its children. The Process Resource represents a compound object and holds all
instances of the resources from the Resource Library as its children.
b) A twin operation object with the type Station Process and a Process operation as its children
should be created automatically. The Process operation in turn, has three Compound Operation as
its children, a Robot Operation, a Part Operation, and a Human Operation.
6. Save the scenario as a study file under the Study Folder and name it Simple Workstation Study.
7. Drag and drop the objects to your study. The first-level structure of your Navigation Tree should
look like the following figure.
 Figure: Simple Workstation Project Navigation Tree

Mount the gripper on the robot and place all objects of your Simple Workstation study in the Graphic
Viewer accordingly, so that at the end of the exercise, you get a final layout of your Simple
Workstation study as shown in the following figure. Do not forget to display or adjust the floor
accordingly to help you with positioning the objects. Save the updated study data of the project and
create a snapshot of the study. Rename the snapshot to Exercise 1 Original Design. Later, we will use
this study again in Process Simulate.

Figure: Final Layout of Simple Workstation Exercise 1

2.4.2 Exercise 2: Expanding the Model

In this chapter, you will expand the Simple Workstation project created in the previous chapter with
two other Process Resources. Feel free to discuss the exercise with other participants. If you have any
questions or face any difficulties, do not hesitate to ask your trainer.

Download Section
The 3D CAD files required for this exercise can be downloaded here. Unzip the file and copy the
contents to the same Simple Workstation library folder in your SystemRoot\Libraries directory.

Exercise Details
1. In order to do this exercise, you need to complete the Exercise 1: Simple Workstation. Open the
Simple Workstation project in Process Designer and load the Simple Workstation study.
2. You will need to add the following objects in the existing library. Assign the additional 3D models
from your SystemRoot\Libraries directory to your object prototypes in Part Library and Resource
Library accordingly. Make sure you choose the right object type for each of the objects.
a) Part Library: Box 2, Box 3, and Small Box
b) Resource Library: Box Rack, Container, Desk, and Workbench.
3. Rename the existing Process Resource to Process Resource 1 in the Resource Tree and the Process
operation to Process 1 in the Operation Tree.
4. Expand the model from the previous chapter by adding two twin Process Resources, containing
following object instances:
a) Process Resource 2: Box Gripper, Container, Conveyor, Robot 2 (Kawasaki UZ100), and Robot
Base,
b) Process Resource 3: Box Rack, Desk, Human Model (Jill), Small Box, and Workbench.
5. Move the resource instances Human (Jack) and Cart from the compound Process Resource 1 into
the compound Process Resource 3.
6. Two twin Process operation (Process 2 and Process 3) should be created automatically. Move the
Human Operation from the compound operation Process 1 into the compound operation Process 3.

Place the objects in the Graphic Viewer accordingly, so that at the end of the exercise, you get a final
layout of your Simple Workstation study similar to the following figure. Save the updated study data
of the project and create snapshots of different states of the study, so that you can restore it later to
previous state. It is recommended, that you create a snapshot for each of the Process Resource and for
the complete model.

Figure: Snapshot Editor of Exercise 2

Figure: Final Layout of Simple Workstation Exercise 2

2.4.3 Exercise 3: Designing a Complete Factory
In this chapter, you will plan and design a complete digital factory based on a real factory. The model
of the digital factory is based on the Center for Industrial Productivity (CiP), a process learning
factory owned by the Institute of Production Management, Technology and Machine Tools of the
Technische Universität Darmstadt. More information of the Center for industrial Productivity (CiP)
factory can be found here. The layout of the factory can be seen in the following figure.

This chapter is currently under construction.

Figure: Complete Layout of Center for Industrial Productivity (CiP) Factory