Professional Documents
Culture Documents
Student Guide
April 2004
MT14330 – Version 9.0
Publication Number
MT14330
Manual History
Course Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Course Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 11
Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 11
Key Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 11
Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 12
Student Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 12
How to Use This Manual . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 12
Activity Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 12
Activity: Login to Teamcenter Engineering (this is just an
example) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 12
What is PDM? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 13
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 5
Contents
6 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Contents
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 7
Contents
8 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Contents
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-19
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Contents
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Index-1
10 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved 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.
• 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
©UGS PLM Solutions, All Rights Reserved 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.
• Have fun.
Activity Example
For your benefit, each activity is organized in the following manner.
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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
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 13
Lesson
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.
• Create an Assembly.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 1-1
CAD Integration - Creating New Data
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CAD Integration - Creating New Data
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.
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CAD Integration - Creating New Data
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.
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
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.
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CAD Integration - Creating New Data
• You can create, access and modify part files directly in the database.
• Related files like drawings and manufacturing files can be organized with
the master geometry so that they are easy to find and manage.
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CAD Integration - Creating New Data
File→New
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CAD Integration - Creating New Data
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.
• You can find parts by using a partial Part Number and wildcard.
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CAD Integration - Creating New Data
File→Open
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.
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
New icon .
Choose Cancel.
Choose Cancel.
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CAD Integration - Creating New Data
Folders
Key Points
Following are some key points for working in folders:
• You can organize your work by creating folders.
• Some folders are company specific and others are your own personal
organization tools.
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CAD Integration - Creating New Data
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.
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
Expand the Other book to list the NX Manager Unigraphics help files.
To locate documentation on specific topics of interest, you can access the
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
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).
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CAD Integration - Creating New Data
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
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.
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CAD Integration - Creating New Data
• Part Number
• Part Revision
• Part Type
• Unit of Measure
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CAD Integration - Creating New Data
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.
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
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.
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CAD Integration - Creating New Data
Choose OK.
The border of the Graphics Window provides you with
information including the Part Number and Revision.
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
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.
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
Enter .781 in the Diameter field and select the Top face of the
Cylinder for the Planar Placement face.
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CAD Integration - Creating New Data
Select the top edge of the original cylinder as the target object.
The Set Arc Position dialog appears.
Shaded icon .
Hold down and drag the middle mouse button to rotate the
part.
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CAD Integration - Creating New Data
Choose the Open icon to access the Open Part File dialog.
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CAD Integration - Creating New Data
Choose OK.
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CAD Integration - Creating New Data
Choose OK.
Notice the border of the graphics window updates to reflect
your new part.
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CAD Integration - Creating New Data
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.
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CAD Integration - Creating New Data
Choose the top edge of the large cylinder and choose OK.
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
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.
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CAD Integration - Creating New Data
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.
Assemblies→Components→Add 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.
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CAD Integration - Creating New Data
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.
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CAD Integration - Creating New Data
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.
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CAD Integration - Creating New Data
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.
Leave the Part File Type set to master and Seed Part set
to Inch.
Choose OK.
The Edit Database Attributes dialog appears.
Choose OK.
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
Choose OK.
The Point Constructor dialog appears.
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
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.
Choose OK.
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CAD Integration - Creating New Data
Choose OK.
Choose OK.
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CAD Integration - Creating New Data
Choose OK.
Choose OK.
Select 5003_### Shaft from the My Parts folder and choose OK.
The Add Existing Part dialog is displayed.
Choose OK.
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
When the Add Master toggle is on, the master part file is automatically added
as a component of your non-master part file.
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CAD Integration - Creating New Data
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.
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CAD Integration - Creating New Data
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.
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CAD Integration - Creating New Data
Choose OK.
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CAD Integration - Creating New Data
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CAD Integration - Creating New Data
Choose the Import View icon from the Add View dialog.
Choose TOP from the list of views on the Add View dialog.
Choose TFR-TRI from the list of views on the Add View dialog.
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CAD Integration - Creating New Data
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.
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CAD Integration - Creating New Data
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.
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Lesson
Purpose
The purpose of this lesson is to demonstrate how to perform a Save As on
existing parts in NX Manager Unigraphics.
Objective
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CAD Integration - Revising Existing Data
Using Save As
You can use File→Save As... to do two things:
• Create a new revision of an existing part.
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CAD Integration - Revising Existing Data
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CAD Integration - Revising Existing Data
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.
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CAD Integration - Revising Existing Data
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.
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CAD Integration - Revising Existing Data
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CAD Integration - Revising Existing Data
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CAD Integration - Revising Existing Data
Step 4: Swap out the existing 5001 Fork for the 5006 Fork.
In the Assembly Navigator window, right-click on 5001 Fork
and choose Close→Part.
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CAD Integration - Revising Existing Data
Select 5006 Fork from the Find list and choose OK.
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CAD Integration - Revising Existing Data
Step 6: Choose Open and observe that the 5100 has been added to the
My Parts folder.
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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.
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CAD Integration - Revising Existing Data
Choose OK.
The Edit Database Attributes dialog displays.
Choose OK.
The new Part Revision is created.
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CAD Integration - Revising Existing Data
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CAD Integration - Revising Existing Data
• 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.
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CAD Integration - Revising Existing Data
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.
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CAD Integration - Revising Existing 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.
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CAD Integration - Revising Existing Data
Select the 5005-000 master from the Find list and choose OK.
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CAD Integration - Revising Existing Data
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CAD Integration - Revising Existing Data
Choose OK.
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CAD Integration - Revising Existing Data
Choose Yes.
Choose Yes.
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CAD Integration - Revising Existing Data
Summary
• The File→SaveAs... function provides an easy way to create a new part
from 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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 2-21
Lesson
Purpose
The purpose of this lesson is to show you the basics of using the Teamcenter
Engineering Portal interface.
Objective
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 3-1
The Teamcenter Engineering Portal Interface
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.
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The Teamcenter Engineering Portal Interface
You can choose the More... button to access a list of other applications
licensed at your site.
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The Teamcenter Engineering Portal Interface
• 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 select an application, you are presented with a login prompt.
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The Teamcenter Engineering Portal Interface
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The Teamcenter Engineering Portal Interface
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The Teamcenter Engineering Portal Interface
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The Teamcenter Engineering Portal Interface
Application Manager
The following applications, if licensed at your site, can be launched from
the Application Manager:
• PSE, the acronym for Product Structure Editor, is used to view, create,
and modify product structure and its associated occurrence data.
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The Teamcenter Engineering Portal Interface
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The Teamcenter Engineering Portal Interface
Selecting Applications
There are two ways to select applications in Portal:
• choosing the application icon from the Application Manager
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The Teamcenter Engineering Portal Interface
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The Teamcenter Engineering Portal Interface
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The Teamcenter Engineering Portal Interface
My Navigator Overview
My Navigator is your window into the database. Following is a graphic of the
standard Teamcenter Engineering My Navigator interface.
• Conduct searches
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 3-13
The Teamcenter Engineering Portal Interface
• Portal Lite is suitable for use as a CAD data management tool and can be
used to organize, store, retrieve, and version product data.
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The Teamcenter Engineering Portal Interface
The folder icon toggles between a closed and open state. Double-click on a
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The Teamcenter Engineering Portal Interface
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.
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The Teamcenter Engineering Portal Interface
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 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.
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The Teamcenter Engineering Portal Interface
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:
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The Teamcenter Engineering Portal Interface
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.
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The Teamcenter Engineering Portal Interface
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.
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The Teamcenter Engineering Portal Interface
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The Teamcenter Engineering Portal Interface
Return to My Navigator.
Move your cursor over the tab bar, right-click and choose Close
All to close all open tabs.
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The Teamcenter Engineering Portal Interface
Choose Session.
Choose Cancel.
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The Teamcenter Engineering Portal Interface
• removing/inserting columns
You can also sort the rows in the Properties tab by column contents and print
the contents of the Properties tab in table format.
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The Teamcenter Engineering Portal Interface
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.
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The Teamcenter Engineering Portal Interface
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.
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The Teamcenter Engineering Portal Interface
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The Teamcenter Engineering Portal Interface
Choose Finish.
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Choose Close.
The Description and Date Released columns appear in the
Properties table.
Step 2: Change the size of the some of the properties columns (making
them bigger or smaller) by dragging the sash bars.
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The Teamcenter Engineering Portal Interface
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The Teamcenter Engineering Portal Interface
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
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The Teamcenter Engineering Portal Interface
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
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The Teamcenter Engineering Portal Interface
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The Teamcenter Engineering Portal Interface
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.
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The Teamcenter Engineering Portal Interface
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.
Selecting a folder and choosing the Open icon (or File→Open) 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.
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The Teamcenter Engineering Portal Interface
Creating Folders
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.
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The Teamcenter Engineering Portal Interface
Renaming Folders
To change the name of the folders you create, select the folder and choose
View→Properties...
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.
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The Teamcenter Engineering Portal Interface
Deleting Folders
To delete a folder, choose the folder and choose the Delete icon. A
confirmation dialog displays so you can confirm the deletion.
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 File→Print or File→Print....
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The Teamcenter Engineering Portal Interface
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The Teamcenter Engineering Portal Interface
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.
• Type: Allows you to selectively choose the type of object you are looking
for.
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The Teamcenter Engineering Portal Interface
• 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 .
– Choose the Clear this query form icon to clear the Owning User
and Owning Group fields.
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.
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The Teamcenter Engineering Portal Interface
Typically, you will perform a search to locate data and then transfer the
object to another application to begin your work.
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.
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The Teamcenter Engineering Portal Interface
Key Points
Following are some key points about search results:
• Dynamic display allows you to work with objects in the search results
window.
• The Display Data tab can be used to view additional data related to
the objects in the search results.
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The Teamcenter Engineering Portal Interface
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In this activity, you will use the Search tool to find the Orientation folder.
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The Teamcenter Engineering Portal Interface
Choose the Clear this query form icon to clear the default
Owning User and Owning Group settings.
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,
The search results are displayed in a new tab. The name on the
query tab matches the name of the query form you used.
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The Teamcenter Engineering Portal Interface
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The Teamcenter Engineering Portal Interface
Choose OK.
This name appears on the tab in the My Navigator window.
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.
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The Teamcenter Engineering Portal Interface
Choose OK.
The folder appears in your Home folder.
Scroll down through the list of properties and change the Name
from My Folder to Items and choose OK.
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The Teamcenter Engineering Portal Interface
Step 8: Close all tabs by right-clicking on a tab (such as the Home tab)
and choosing Close All.
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_________________________________________
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The Teamcenter Engineering Portal Interface
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The Teamcenter Engineering Portal Interface
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.
• Cut takes the object’s 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.
• 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.
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The Teamcenter Engineering Portal Interface
• 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.
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The Teamcenter Engineering Portal Interface
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.
Step 2: Copy and Paste the 6505 Racing Skate folder into your Items folder.
Highlight the 6505 Racing Skate folder from the Search results.
Select the Open Home Folder button (or the Home folder tab)
to return to your Home folder.
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The Teamcenter Engineering Portal Interface
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.
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_________________________________________
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The Teamcenter Engineering Portal Interface
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.
• Changing your Group or Role may be required for you to find or access
data in the system. Choose Edit→User Settings and choose Session to
verify and/or change your current Group/Role setting.
• 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.
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• 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.
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Lesson
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.
• Set the Item Display option to filter the Item Revisions display.
• Generate Reports.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 4-1
Finding and Viewing Data
• 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.
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.
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Finding and Viewing Data
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Finding and Viewing Data
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 and then select Item...
from the query pull-down list.
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Finding and Viewing Data
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 it’s 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.
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Finding and Viewing Data
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.
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Finding and Viewing Data
Search Results
Once you have selected the desired search criteria, choose the Execute this
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Finding and Viewing Data
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Finding and Viewing Data
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.
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.
Many Items are found in the database that have the Name
property of wheel.
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Finding and Viewing Data
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.
Step 6: Find all Items with a name that begins with Wheel.
On the Item... query form, enter wheel* in the Name field.
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Finding and Viewing Data
Click the Next Page button to see the remaining list of Items.
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Finding and Viewing Data
• 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*.
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Finding and Viewing Data
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 4-13
Finding and Viewing Data
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Finding and Viewing Data
• 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.
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Finding and Viewing Data
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
• Item Revisions are what most users commonly access; they are used to
manage changes and track history.
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Finding and Viewing 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.
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Finding and Viewing Data
Item Display
You can control which Item Revisions display in the Item hierarchy using the
Item Display option.
Use the My Navigator Edit→Options 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.
• Use the Rule and Conditions table to set the display filter.
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Finding and Viewing Data
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.
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Finding and Viewing Data
Step 2: Under the General options folder, select Item and choose the
Display tab.
The Display tab shows the Revisions display filter dialog.
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Finding and Viewing Data
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Finding and Viewing Data
The Rules and Conditions table is now set to limit the display
of Item Revisions to those that are Working or Approved.
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Finding and Viewing Data
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.
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Finding and Viewing Data
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.
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Key Points
• Item Revisions generally contain objects referred to as Forms and/or
Datasets.
– Forms represent attribute data 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.
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Finding and Viewing Data
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Finding and Viewing Data
"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 View→Named 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.
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Finding and Viewing Data
"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.
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Finding and Viewing Data
In this activity, you will view file and form data contained within an Item.
Step 1: View the contents of your Home Folder.
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Finding and Viewing Data
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Finding and Viewing Data
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Finding and Viewing Data
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 5: How many spokes does Revision 001 of the 1503 wheel have?
_________________________________________
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Generating Reports
3. If desired, adjust the query criteria and sorting options for the report.
You can save or print the report using the Save and Print commands
available in the output format tool you choose for the report.
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Finding and Viewing Data
Choose Next.
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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.
You can use this dialog to view and adjust the additional
criteria and sorting options for the report.
In the Name row, click the field in the Order By column and
choose Descending from the pull-down list.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 4-35
Finding and Viewing Data
Choose OK.
Choose Finish.
The report generator determines how many items meet the
query criteria and displays the alert dialog.
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Finding and Viewing Data
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 4-37
Finding and Viewing Data
Summary
• Items are generally used to model revision-controlled data.
• You can control which Item Revisions display in the Item hierarchy using
the Item Display option.
• A dataset is an object that stores and manages a collection of data files for
a particular application and purpose.
• You can generate reports using the Report Designs available from the
Create Report Wizard. Access this wizard using Tools→ Reports.
• Reports can be viewed, saved, and printed using the output tool you
choose when generating a report.
4-38 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Lesson
Purpose
In this lesson you will create data using the Teamcenter Engineering
interface.
Objective
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 5-1
Creating Data in Teamcenter Engineering
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 Edit→User 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.
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Creating Data in Teamcenter Engineering
• Enter the basic information for the new item and choose Finish.
The new item is created in the selected folder.
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Creating Data in Teamcenter Engineering
Key Points
Following are key points about the New Item dialog:
• Make sure you have the proper Item Type selected.
• ItemID is a unique identifier for that Item; no two Items can have the
same Item ID.
• 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.
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 File→Print or File→Print... from the
menu bar.
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Creating Data in Teamcenter Engineering
Choose OK.
Choose File→New→Item....
The New Item dialog displays.
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Creating Data in Teamcenter Engineering
Choose Finish.
The new Item is created in the Items folder.
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Creating Data in Teamcenter Engineering
You can open the form to edit it by double-clicking the object or by selecting
the object and choosing the Viewer tab.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 5-7
Creating Data in Teamcenter Engineering
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.
Choose the Viewer tab to view the data you entered in the
Form.
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Creating Data in Teamcenter Engineering
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 5-9
Creating Data in Teamcenter Engineering
• Item Master and Item Revision Master (an object in which some
attributes are kept)
For example, when you add a new Item Revision to an existing Item,
Teamcenter Engineering automatically defines the new Item Revision as a
revisionrelation.
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Creating Data in Teamcenter Engineering
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.
These relationships are typically defined when you paste an object reference
into an Item or Item Revision using Edit→Paste or Edit→Paste....
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 5-11
Creating Data in Teamcenter Engineering
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.
Choose File→New→Dataset....
The New Dataset dialog appears.
In the Name field, add -Spec Sheet to the end of the default
Name, as shown below.
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Creating Data in Teamcenter Engineering
Choose OK.
The dataset is created with a specification relation.
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Creating Data in Teamcenter Engineering
Choose File→New→Dataset....
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Creating Data in Teamcenter Engineering
Choose OK.
The Text dataset is created in your Item as a Specification
relation.
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Creating Data in Teamcenter Engineering
The Text dataset is now in your Item Revision with the correct
relationship.
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Creating Data in Teamcenter Engineering
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
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 5-17
Creating Data in Teamcenter Engineering
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.
• 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.
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Creating Data in Teamcenter Engineering
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Creating Data in Teamcenter Engineering
Choose File→Save.
Choose File→Exit.
Choose Yes.
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Creating Data in Teamcenter Engineering
Choose YES.
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Creating Data in Teamcenter Engineering
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Creating Data in Teamcenter Engineering
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....
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 5-23
Creating Data in Teamcenter Engineering
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.
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Creating Data in Teamcenter Engineering
Choose File→Open....
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Creating Data in Teamcenter Engineering
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Creating Data in Teamcenter Engineering
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 Edit→Change 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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 5-27
Creating Data in Teamcenter Engineering
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.
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Creating Data in Teamcenter Engineering
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 File→Revise....
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 5-29
Creating Data in Teamcenter Engineering
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.
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Creating Data in Teamcenter Engineering
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Creating Data in Teamcenter Engineering
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.
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Creating Data in Teamcenter Engineering
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.
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Creating Data in Teamcenter Engineering
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Creating Data in Teamcenter Engineering
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 5-35
Lesson
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
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 6-1
CAD Integration - Visualization & Dataset Management
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 File→Save command.
When you select File→Options→Save 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).
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CAD Integration - Visualization & Dataset Management
Step 2: Use the Assembly Navigator to make the 5003_### the Work Part.
Choose OK.
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.
Choose Save .
Step 7: Use the Assembly Navigator to make the 5000_### the Work Part.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 6-3
CAD Integration - Visualization & Dataset Management
Choose Save .
Choose OK.
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CAD Integration - Visualization & Dataset Management
When you close your part, the temporary export directory is deleted.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 6-5
CAD Integration - Visualization & Dataset Management
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 part’s 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.
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CAD Integration - Visualization & Dataset Management
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CAD Integration - Visualization & Dataset Management
Choose File→Export→GIF....
Choose OK.
Choose Save .
The Import Files for Part dialog appears.
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CAD Integration - Visualization & Dataset Management
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 File→Export→CGM....
The Export CGM dialog appears.
Choose OK.
The Export CGM dialog appears.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 6-9
CAD Integration - Visualization & Dataset Management
Choose OK.
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CAD Integration - Visualization & Dataset Management
Choose OK.
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CAD Integration - Visualization & Dataset Management
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CAD Integration - Visualization & Dataset Management
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: In Unigraphics NX, open your 5000_### Caster assembly file .
Step 3: Save your part file and import the image file.
Choose Save .
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 6-13
CAD Integration - Visualization & Dataset Management
Choose Import All Files to import the TIF file into the database.
Choose Close.
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CAD Integration - Visualization & Dataset Management
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CAD Integration - Visualization & Dataset Management
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....
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CAD Integration - Visualization & Dataset Management
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 6-17
CAD Integration - Visualization & Dataset Management
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CAD Integration - Visualization & Dataset Management
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CAD Integration - Visualization & Dataset Management
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.
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CAD Integration - Visualization & Dataset Management
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CAD Integration - Visualization & Dataset Management
Implicit Check-Out
Explicit Check-Out
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CAD Integration - Visualization & Dataset Management
• 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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 6-23
CAD Integration - Visualization & Dataset Management
Step 3: Check-Out the Wheel DWG and UGMASTER using the Assembly
Navigator.
In the Assembly Navigator window, highlight both the DWG
and UGMASTER.
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CAD Integration - Visualization & Dataset Management
Choose Save .
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 6-25
CAD Integration - Visualization & Dataset Management
Step 6: Check-In the Wheel DWG and UGMASTER using the Assembly
Navigator.
In the Assembly Navigator window, highlight both the DWG
and UGMASTER.
Select the two datasets in the table and choose View→ Refresh.
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CAD Integration - Visualization & Dataset Management
Notice the check marks which indicate the part and drawing
are currently checked out are gone.
Choose Yes.
Choose Yes.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 6-27
CAD Integration - Visualization & Dataset Management
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CAD Integration - Visualization & Dataset Management
Choose Save .
Choose OK.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 6-29
CAD Integration - Visualization & Dataset Management
Choose Yes.
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CAD Integration - Visualization & Dataset Management
Summary
The following topics were covered in this lesson:
• To create 3D visualization data from the CAD interface, choose
File→Options→Save 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).
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 6-31
Lesson
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
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 7-1
Viewing Product Structure with PSE
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.
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Viewing Product Structure with PSE
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 7-3
Viewing Product Structure with PSE
• 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.
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Viewing Product Structure with PSE
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 7-5
Viewing Product Structure with PSE
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.
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Viewing Product Structure with PSE
You can also print the display by right-clicking and selecting Print
Table.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 7-7
Viewing Product Structure with PSE
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Viewing Product Structure with PSE
Step 2: Launch PSE for the 6120/000 Skate Assembly, Right Item
Revision.
In My Navigator, expand the 6120-Skate Assembly, Right
Item.
How many 6120 first level components are piece parts and how
many are sub-assemblies?
Parts _________________________________________
Sub-Assemblies ________________________________
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Viewing Product Structure with PSE
Move your cursor over the Tool bar icons to see the name
of each icon.
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.
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Viewing Product Structure with PSE
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.
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Viewing Product Structure with PSE
• 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.
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Viewing Product Structure with PSE
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.
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Viewing Product Structure with PSE
• 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.
• 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.
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Viewing Product Structure with PSE
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.
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Viewing Product Structure with PSE
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.
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Viewing Product Structure with PSE
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:
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 7-17
Viewing Product Structure with PSE
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Viewing Product Structure with PSE
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 7-19
Viewing Product Structure with PSE
In this activity, you will view the 1510 Wheel Assy BOM while changing
Revision Rules to see which Item Revisions are configured.
Step 2: View the Product Structure window for the 1510-Wheel Assy.
Working components
Step 3: Change the Revision Rule to Released and view the results.
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Viewing Product Structure with PSE
Choose Released.
Choose OK.
Step 4: Change Revision Rule to Any Status and view the results.
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Viewing Product Structure with PSE
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Viewing Product Structure with PSE
You can also select and view any other files (dataset) or form data associated
with the Item Revision.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 7-23
Viewing Product Structure with 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.
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Viewing Product Structure with PSE
Step 4: Change the Revision Rule to Released and view the results.
Choose the Revision Rule icon (or Tools→Revision
Rule→View/Set Current).
Notice that the configured revision of the 1250 Axle is now 000.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 7-25
Viewing Product Structure with PSE
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.
7-26 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Viewing Product Structure with PSE
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 7-27
Viewing Product Structure with PSE
Choosing the Select Visible Window icon displays the List of available
windows dialog, shown below:
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 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Viewing Product Structure with PSE
By selecting two structures from this dialog and choosing the Display
side-by-side button , you can view both structures in the PSE
application at the same time, as shown below:
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 7-29
Viewing Product Structure with PSE
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.
This loads that view in PSE and replaces the existing view loaded.
7-30 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Viewing Product Structure with PSE
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 7-31
Viewing Product Structure with PSE
7-32 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Viewing Product Structure with PSE
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 7-33
Viewing Product Structure with PSE
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 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Viewing Product Structure with PSE
Summary
When an Item is an assembly, you will see a BOM View Revision object that
exists for the Item Revision object.
• From PSE, if you wish to view one of the parts in the BOM, you can send
the desired Item Revision to My Navigator.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 7-35
Lesson
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
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 8-1
Product Structure - CAD View
8-2 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - CAD View
Revision Rule set to Latest shows resulting Release Status in the Item Rev
Status column in PSE:
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 8-3
Product Structure - CAD View
• 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.
8-4 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - CAD View
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 File→Options→Load 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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 8-5
Product Structure - CAD View
Step 2: Observe the default Revision Rules setting for Load Options.
Choose File→Options→Load Options.... The Load Options
dialog is displayed.
Choose Cancel.
Step 3: Open the 1510 Wheel Assembly and observe the loaded
components.
In Unigraphics NX, choose Open.
8-6 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - CAD View
Step 4: You can also verify which components are loaded by selecting
the Assembly Navigator tab.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 8-7
Product Structure - CAD View
Step 7: Open the 1510 Wheel Assembly and observe the loaded
components.
In Unigraphics NX, choose Open.
8-8 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - CAD View
Step 8: You can also verify which components got loaded by selecting the
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 8-9
Product Structure - CAD View
Step 10: Change your Load Options to load the latest Released revision of
components in an assembly.
Choose File→Options→Load Options.... The Load Options
dialog is displayed.
Step 11: Open the 1510 Wheel Assembly and observe the loaded
components.
In Unigraphics NX, choose Open.
Choose OK.
8-10 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - CAD View
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 8-11
Product Structure - CAD View
Step 14: Change your Load Options to load the As Saved revision of
components in an assembly.
Choose File→Options→Load Options....
Choose OK.
Step 15: Open the 1510 Wheel Assembly and observe the loaded
components.
In Unigraphics NX, choose Open.
Choose OK.
8-12 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - CAD View
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 8-13
Product Structure - CAD View
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.
• 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 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Lesson
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
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 9-1
Where Used and Where Referenced
The results of the Where Referenced query is a list of all objects that are
related to the Design Specification.
9-2 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Where Used and Where Referenced
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 9-3
Where Used and Where Referenced
Step 4: 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 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Where Used and Where Referenced
Next, you will perform a Where Referenced search to find out why
the 001 Revision was necessary.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 9-5
Where Used and Where Referenced
9-6 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Where Used and Where Referenced
This shows that both the 1510/000 and 1510/001 Wheel Assemblies use
the 1503-Wheel Item.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 9-7
Where Used and Where Referenced
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 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Where Used and Where Referenced
Key Points
Following are some key points about Where Used search results:
• Where Used displays are connected with red links.
• 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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 9-9
Where Used and Where Referenced
In this activity, you will perform a Where Used search on the 1503-Wheel to
see where it is used.
Step 1: Find the 1503-Wheel Item.
Verify the Where option is set to Used and the Depth option
is set to One Level.
9-10 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Where Used and Where Referenced
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 9-11
Where Used and Where Referenced
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 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.
9-12 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved 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)
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 10-1
Product Structure - Create/Extend
Building Structure
You can create structure using the following techniques:
• the New Item dialog
• Use the Paste option to take Items and Item Revisions from the clipboard
and create components in an assembly in PSE.
• Copy Items and Item Revisions from other Application windows and
Paste them into a PSE window.
10-2 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Create/Extend
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 10-3
Product Structure - Create/Extend
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 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Create/Extend
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 10-5
Product Structure - Create/Extend
Choose File→New→Item....
You can also use the CTRL-T key combination to
access the New Item dialog and create the Item.
10-6 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Create/Extend
The New Item dialog is still displayed. Select Item for Type
and choose Next.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 10-7
Product Structure - Create/Extend
Use the CTRL-T key combination to access 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.
10-8 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Create/Extend
The New Item dialog is still displayed. Select Item for Type
and choose Next.
The New Item dialog is still displayed. Select Item for Type
and choose Next.
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 10: Add the 3102 Boot, Right Item to the Boot Assembly, Right.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 10-9
Product Structure - Create/Extend
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 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Create/Extend
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 10-11
Product Structure - Create/Extend
Choose Edit→Paste...
Choose OK.
10-12 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Create/Extend
Step 15: Find the 6120 Skate Assembly, Right and send it to PSE.
In My Navigator, search for the Item ID=6120.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 10-13
Product Structure - Create/Extend
10-14 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Create/Extend
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.
Choose Paste.
Be careful with the next two actions.
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 10-15
Product Structure - Create/Extend
10-16 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Create/Extend
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.
Choose Copy.
Choose Paste.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 10-17
Product Structure - Create/Extend
10-18 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Create/Extend
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 10-19
Lesson
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
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-1
Product Structure - Advanced
11-2 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Advanced
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-3
Product Structure - Advanced
11-4 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Advanced
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-5
Product Structure - Advanced
On the Occurrence:
• Variant Conditions
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Product Structure - Advanced
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.
• 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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-7
Product Structure - Advanced
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 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Advanced
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-9
Product Structure - Advanced
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Product Structure - Advanced
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-11
Product Structure - Advanced
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Product Structure - Advanced
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-13
Product Structure - Advanced
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 .
Select Windrunner from the Value list and choose the Append
icon.
11-14 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Advanced
Choose OK.
Notice the symbol indicating that Variant Conditions exist
for the Shell.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-15
Product Structure - Advanced
Choose OK.
11-16 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Advanced
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-17
Product Structure - Advanced
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 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Advanced
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-19
Product Structure - Advanced
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
11-20 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Advanced
Close the Search window and select the Home folder tab.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-21
Product Structure - Advanced
choose the Set, save, and load variant option values icon .
Choose OK.
Repeat this for the Streetsmart and Windrunner models.
11-22 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Advanced
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-23
Product Structure - Advanced
11-24 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Advanced
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-25
Product Structure - Advanced
11-26 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Advanced
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-27
Product Structure - Advanced
• 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 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Advanced
Step 2: Fully expand your 6205_### Rec. Skate Assembly Item to show
the "view" BOMView Revision.
Expand your 6205_###-Rec. Skate Assembly Item.
Choose File→SaveAs...
This displays the SaveAs BOMView Revision dialog populated
with values from the “view” BOMView Revision, by default.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-29
Product Structure - Advanced
Choose OK.
11-30 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Advanced
Choose Finish.
The new Item is created in the Items folder.
Choose Copy.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-31
Product Structure - Advanced
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 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
11-32 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Advanced
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-33
Product Structure - Advanced
Choose OK.
To view the Alternates for this part, choose the List Alternates
icon .
11-34 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Product Structure - Advanced
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 11-35
Product Structure - Advanced
Summary
• PSE displays the information that resides in the BOMView Revision.
• The Variant Configuration presents you with all the Options that are used
in the BOM for which you can then set values as required.
11-36 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Lesson
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
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 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.
12-2 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Workflow -View and Initiate
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 object’s Release Status properties
include the Release Status Name and the Release Status Date.
An example of Release Status is shown in the following diagram.
• (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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 12-3
Workflow -View and Initiate
Initiating a Process
To start a process on data, select the Revision object and choose
File→New→Process. The New Process dialog is displayed. Notice that the
selected object is placed on the list as a Target.
Key Points
12-4 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Workflow -View and Initiate
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 12-5
Workflow -View and Initiate
Key Points
• 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.
• The Tasks to Track folder contains tasks you assigned to other users
for processes you have initiated.
12-6 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Workflow -View and Initiate
• 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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 12-7
Workflow -View and Initiate
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.
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Workflow -View and Initiate
Perform icon
Another way to perform a task is to highlight the desired task and choose
To assign a signoff team member, highlight the Role, select the user to
perform the signoff, and choose the + sign.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 12-9
Workflow -View and Initiate
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 Tools→Check In/Out→Check-In action to unlock the data
that is checked out.
Cancel Check-Out
12-10 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Workflow -View and Initiate
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 3: Expand your Newstuff folder to locate the part for release.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 12-11
Workflow -View and Initiate
12-12 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Workflow -View and Initiate
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###.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 12-13
Workflow -View and Initiate
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."
Your next task is to initiate the requests for review. You will
select the signoff team for all levels of the Process.
12-14 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Workflow -View and Initiate
Step 4: Select the Signoff Team for the Product Engineer Review.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 12-15
Workflow -View and Initiate
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Workflow -View and Initiate
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
Select the User ID for the reviewer from the User drop-down
list ( ea###).
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 12-17
Workflow -View and Initiate
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
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Workflow -View and Initiate
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 12-19
Workflow -View and Initiate
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.
With the Viewer tab selected, choose the Task View toggle.
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Workflow -View and Initiate
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 12-21
Workflow -View and Initiate
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Workflow -View and Initiate
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.
• (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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 12-23
Lesson
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
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 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.
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Reviewing and Dispositioning Data
• 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.
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Reviewing and Dispositioning Data
Attachments
Choose the Attachments link to view the Target and Reference objects for
the selected task.
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.
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Reviewing and Dispositioning Data
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.
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 13-5
Reviewing and Dispositioning Data
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.
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Reviewing and Dispositioning Data
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.
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Reviewing and Dispositioning Data
Expand Targets.
This is the data you are being asked to review. Before you
signoff, be sure to review the data.
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©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 13-9
Reviewing and Dispositioning Data
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©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 13-11
Reviewing and Dispositioning Data
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©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 13-13
Reviewing and Dispositioning Data
• Task Status
• Task Attachments
• Participants
• Participants dispositions
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Reviewing and Dispositioning Data
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 13-15
Reviewing and Dispositioning Data
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).
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Reviewing and Dispositioning Data
Expand Targets.
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Reviewing and Dispositioning Data
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Reviewing and Dispositioning Data
Step 11: View the Audit File for the Product Engineer Review task.
Choose your Home tab.
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Reviewing and Dispositioning Data
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Reviewing and Dispositioning Data
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.
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Reviewing and Dispositioning Data
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.
Use the following procedure to delegate a sign-off task from a Resource Pool
to your Personal Inbox:
• Expand the Tasks to Perform folder in the assigned Resource Pool’s Inbox.
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Reviewing and Dispositioning Data
• Choose OK.
The task is removed from the Resource Pool’s Inbox and placed in your Tasks
to Perform folder. The responsibility of this task has been transferred to
the delegated User.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 13-23
Reviewing and Dispositioning Data
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.
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Reviewing and Dispositioning Data
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 13-25
Reviewing and Dispositioning Data
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).
There are no tasks in your User Inbox because the task was
assigned to the Manufacturing Engineering resource pool.
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Reviewing and Dispositioning Data
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 13-27
Reviewing and Dispositioning Data
Choose OK.
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Reviewing and Dispositioning Data
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 13-29
Reviewing and Dispositioning Data
Summary
• Target objects are any objects that will be released via a process. Target
objects are assigned a Release Status 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.
• From your Inbox, you can use Tools→Out of Office Assistant to forward
your tasks to another User’s Inbox while you are out of the office.
13-30 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Lesson
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
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 14-1
Visualization Data Markup Using Portal Visualization
• DirectModel
• UGMASTER
• UGPART
• DrawingSheet
• Image
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Visualization Data Markup Using Portal Visualization
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 14-3
Visualization Data Markup Using Portal Visualization
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.
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Visualization Data Markup Using Portal Visualization
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).
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 14-5
Visualization Data Markup Using Portal Visualization
Practice using the View All, Zoom Window, Seek, Pan, and
Zoom features of Portal Visualization in 2D mode.
Practice using the View All, Zoom Window, Seek, Rotate, Pan,
and Zoom features of Portal Visualization in 3D mode.
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Visualization Data Markup Using Portal Visualization
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 14-7
Visualization Data Markup Using Portal Visualization
2. Position the image in the desired orientation and add any desired
information such as feature measurements, clearance dimensions, etc.
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.
6. Select the Image dataset in the object tree. The captured image displays
in the viewer.
8. Provide a name for the Markup Layer and choose the desired format.
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Visualization Data Markup Using Portal Visualization
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.
15. Notice that the annotation is listed as a layer in the layer list and is a
CGM formatted file.
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Visualization Data Markup Using Portal Visualization
18. The display of annotation layers can be turned on or off by clicking the
circle symbols next to the annotation layer name.
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Choose OK.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 14-11
Visualization Data Markup Using Portal Visualization
Choose OK.
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Markup icon.
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 14-13
Visualization Data Markup Using Portal Visualization
Choose the Save Layers icon from the toolbar at the top of
the Portal Visualization graphics window.
The Save Layer dialog displays.
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Visualization Data Markup Using Portal Visualization
• UGMASTER
• UGPART
• DrawingSheet
• Image
• Image
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 14-15
Visualization Data Markup Using Portal Visualization
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.
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Visualization Data Markup Using Portal Visualization
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.
13. The display of annotation layers can be turned on or off by clicking the
circle symbols next to the annotation layer name.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 14-17
Visualization Data Markup Using Portal Visualization
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Choose OK.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 14-19
Visualization Data Markup Using Portal Visualization
Markup icon .
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Visualization Data Markup Using Portal Visualization
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.
You have just created markup data by using the existing 2D data
associated with the Image dataset.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 14-21
Visualization Data Markup Using Portal Visualization
Procedural Considerations
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:
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Visualization Data Markup Using Portal Visualization
• Only defined role(s) within the group that owns the markup dataset.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 14-23
Visualization Data Markup Using Portal Visualization
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.
DirectModel
DrawingSheet
Image
• While viewing 3D data, use the Image Capture icon from the Portal
Visualization toolbar to begin the markup procedure.
• While viewing 2D data, use the Create Markup icon from the Portal
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 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Lesson
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
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-1
Change Management - View
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Change Management - View
Key Points
Following are some key points about Change objects:
• Represented by a special Item Type (EngChange)
• Contain default Folders used to collect all the information about the
change, including a Tasks to Perform folder
• The CN Form contains all necessary information about why the product
changed
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-3
Change Management - View
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, we’ll use the following Change Types:
Change Request, Change Notice, Work Authorization, and Release.
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Change Management - View
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.
Release
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-5
Change Management - View
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.
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Change Management - View
Key Points
The key folders related to Change Management are the Affected Items,
Problem Items, and Solution Items folders, described below:
Affected Items
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-7
Change Management - View
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
To→CM Viewer command to launch the application.
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Change Management - View
Key Points
Following are some key points about the CM Viewer application:
• CM Viewer is an application in the Engineering panel.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-9
Change Management - View
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.
• Any Form type that is defined in the database can be attached to the
change.
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Change Management - View
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-11
Change Management - View
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.
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• 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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-15
Change Management - View
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.
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Change Management - View
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-17
Change Management - View
Step 3: Copy and Paste the Change objects you wish to examine into
your Home folder.
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Change Management - View
Choose Copy.
Open icon .
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-19
Change Management - View
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Change Management - View
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).
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-21
Change Management - View
Choose the Viewer tab and review the Form attached to the
Change.
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Change Management - View
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-23
Change Management - View
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.
Step 11: View the Effectivity data for this Change object.
Choose the Effectivity tab to view the Effectivity data
associated with the Change object.
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Change Management - View
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-25
Change Management - View
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.
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Change Management - View
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 in PSE to display the
Data Panel.
When the Data Panel is displayed, there is a 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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-27
Change Management - View
– 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.
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Change Management - View
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-29
Change Management - View
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Change Management - View
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 15-31
Change Management - View
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.
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Lesson
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
• Set Effectivity
• Create Supercedures
• View Supercedures
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 16-1
Change Management - Create
Step 3: Cut the existing Change objects from your Home folder.
Select the existing Change objects in your Home folder and
choose Cut .
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Change Management - Create
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 16-3
Change Management - Create
In PSE, you will see the component list for the 1510-##/000
Wheel Assy.
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Change Management - Create
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 16-5
Change Management - Create
Step 1: Copy and Paste the 1510-##-Wheel Assy into your Home folder
in My Navigator.
Return to My Navigator.
Choose Copy .
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Change Management - Create
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 16-7
Change Management - Create
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Change Management - Create
9999-01 balltr
9999-02 burnstr
9999-03 davistr
9999-04 daytr
9999-05 fondatr
9999-06 grabletr
9999-07 hestontr
9999-08 hopetr
9999-09 kellytr
9999-10 lewistr
9999-11 lorentr
9999-12 monroetr
9999-13 pecktr
9999-14 rogerstr
9999-15 russeltr
9999-16 tracytr
Choose OK.
The Edit Database dialog displays.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 16-9
Change Management - Create
Type CFE in the Value field and press the ENTER key.
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Change Management - Create
Choose OK.
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 Parent→1510-##/000.
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Change Management - Create
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 File→Save As...
Notice that the Part Number is correctly set to 1510-##.
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.
Choose Yes.
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Change Management - Create
Notice that the 000 Revision is released, but the 001 Revision
is not. Also, the 9999-##-Spacer is now in your Home folder.
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©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 16-15
Change Management - Create
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.
• 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.
• 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.
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Change Management - Create
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.
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Change Management - Create
Choose File→New→Change....
The Create/Revise Change dialog displays.
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Change Management - Create
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Choose OK.
The new Change object appears in your Home folder.
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Change Management - Create
Choose Search.
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Change Management - Create
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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 16-23
Change Management - Create
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.
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.
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Change Management - Create
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 16-25
Change Management - Create
Choose Apply.
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Change Management - Create
To check where you are in the process, choose the Process tab.
The green arrows show the progression of the process.
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Change Management - Create
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Change Management - Create
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.
Choose Yes.
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Change Management - Create
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 16-31
Change Management - Create
Choose Open .
This launches the CM Viewer application.
Choose the Viewer tab and choose the Task View toggle.
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Change Management - Create
Choose Approve.
Choose OK.
Notice that the task in the Tasks to Perform folder changes
to Finalize CN.
Select the CN####/A Change object and choose the Process tab.
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Change Management - Create
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.
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).
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 16-35
Change Management - Create
icon .
Expand the contents of the Supercedures folder (and the Adds and Cancels
folders) in the lower pane of the Supercedure Definition window.
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Supercedure icon.
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Change Management - Create
For From Date, use the calender to pick the desired date (pick
a date that is two months after today).
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Change Management - Create
Choose OK.
Choose the Viewer tab and make sure you are looking at the
Task View.
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Change Management - Create
Choose Done.
Choose Apply.
The task listed in the Tasks to Perform folder changes to
select-signoff-team.
Choose the Process tab to see where you are in the change
process.
The green arrows show the progression of the process.
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Change Management - Create
Select config_mgt/CCB_Chairman/1.
Choose Apply.
It is important that you choose Apply to indicate you
are done selecting the signoff team.
Choose Yes.
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Change Management - Create
Step 7: What is the Affected Item? What is the Change being written for?
Expand the Affected Items folder to find out.
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Change Management - Create
Choose Yes.
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Change Management - Create
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.
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Step 6: Change the Revision Rule to Released; Config by Date and view
the results.
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Change Management - Create
Choose the Open by Name icon next to the End Item field.
The Open by Name dialog displays.
Choose OK.
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Summary
To create a new Change object, choose File→New→Change....
• 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.
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 16-57
Index
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management Index-1
Index
what is . . . . . . . . . . . . . . . . . . 5-9 I
named references . . . . . . . . . 5-22, 6-7
versions . . . . . . . . . . . . . . . 5-23, 6-16 Initiating a Process . . . . . . . . . . . . 12-4
Delegating Tasks . . . . . . . . . . . . . 13-22 Item
Deleting Folders . . . . . . . . . . . . . . 3-38 Item ID (property)
Dialogs general description of . . . . . . . 4-2
SaveAs Non Master Part Files . . 2-14 Item and Item Revision Relations . . 5-10
Item Contents . . . . . . . . . . . . . . . . 4-15
Item Data Consumption while BOM
E Browsing . . . . . . . . . . . . . . . . . . . 7-23
Explicit Check-In . . . . . . . . . . . . . 12-10 Item Display . . . . . . . . . . . . . . . . . 4-18
Item Revision Configuration using
Revision Rules . . . . . . . . . . . . . . . 7-13
F Item Revision Contents . . . . . . . . . 4-25
Item Revision Release Status . . . . . 4-17
Find
Item Revisions . . . . . . . . . . . . . . . . 4-16
by Part Number in NX Manager
Item Types . . . . . . . . . . . . . . . . . . . . 4-3
Unigraphics . . . . . . . . . . . . . . 1-40
Folder
opening . . . . . . . . . . . . . . . 3-15, 3-35 L
Folder Object Behavior . . . . . . . . . 3-35
What are Folders? . . . . . . . . . . . 3-15 Launching CM Viewer
Folders Launching ECM Viewer . . . . . . . 15-8
Folders Launching PSE . . . . . . . . . . . . . . . . 7-5
Create a Folder in
Unigraphics . . . . . . . . . . 1-17 M
Following a Process . . . . . . . . . . . 13-13
process viewer . . . . . . . . . . . . . 13-14 Manifestation Relations . . . . . . . . . 1-56
view audit file . . . . . . . . . . . . . . 13-15 manifestations . . . . . . . . . . . . . . . . 1-55
Markup Data
G when can it be created? . . . . . . . 14-22
who can create a markup? . . . . . 14-23
Group and Role Settings . . . . . . . . 3-18 Master Geometry
verifying/changing your Group/Role Add Master . . . . . . . . . . . . . . . . 1-56
why have users, groups and Master Model Approach . . . . . . . . . 1-20
roles? . . . . . . . . . . . . . . . 3-19 Modifying Object References
why have users, groups and cut, copy, append, paste . . . . . . . 3-53
roles? . . . . . . . . . . . . . . . . . . . 3-19 Modifying Product Structure
Columns . . . . . . . . . . . . . . . ... . . 7-7
Modifying Properties Columns in
H
Navigator . . . . . . . . . . . . . . . ... . 3-24
How do I Find an Existing Change Object? Moving Folders . . . . . . . . . . . ... . 3-37
Finding an Existing Change My Navigator Overview . . . . . ... . 3-13
Object . . . . . . . . . . . . . . . . . . 15-6
How do I know I have a Task to Perform? N
Launching Inbox . . . . . . . . . . . . 12-5
How to Use this Manual . . . . . . . . . . 12 Named References . . . . . . . . . . 5-22, 6-7
Index-2 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Index
O R
On-line Help . . . . . . . . . . . . . . . . . 3-31 Reference Objects . . . . . . . . . . . . . 13-4
On-Line Help Referencing Database Objects . . . . 3-52
NX Manager Unigraphics . . . . . . 1-18 Refreshing the Query Form . . . . . . 3-44
Open the Inbox . . . . . . . . . . . . . . . 12-5 Rejecting a Task . . . . . . . . . . . . . . 13-7
Opening Multiple Product Structures in Renaming Folders . . . . . . . . . . . . . 3-37
PSE . . . . . . . . . . . . . . . . . . . . . . . 7-28 Renaming Search Results . . . . . . . 3-42
Out of Office Assistant . . . . . . . . . 13-24 Reports
Overview of Workflow . . . . . . . . . . 12-2 Working with . . . . . . . . . . . . . . . 4-33
Revise for non-CAD Item . . . . . . . . 5-29
P
S
Part Export Directories . . . . . . . . . . 6-5
storing dependent files in NX Manager SaveAs and Revise from Teamcenter
Unigraphics . . . . . . . . . . . . . . . 6-6 Engineering . . . . . . . . . . . . . . . . . 5-28
Part Selection SaveAs for non-CAD Item . . . . . . . 5-28
Folders SaveAs to Create New Part . . . . . . . 2-3
Default Folders . . . . . . . . . . 1-16 Searching for Items . . . . . . . . . . . . . 4-4
Part Selection Dialog . . . . . . . . . . . . 1-8 Searching the database
Creating Folders in NX Manager where referenced feature . . . . . . . 9-2
Unigraphics . . . . . . . . . . . . . . 1-16 Selecting the Signoff Team . . . . . . . 12-7
File- . . . . . . . . . . . . . . . . . . . . . . 1-10 Specification Relations . . . . . . . . . . 1-56
Folders in NX Manager specifications . . . . . . . . . . . . . . . . . 1-55
Unigraphics . . . . . . . . . . . . . . 1-15 Starting Portal . . . . . . . . . . . . . . . . 3-2
Performing a General Query . . . . . 3-39 States of Release
Performing a Review Task . . . . . . . 13-6 Stages of Release . . . . . . . . . . . . 12-3
Populating the Item with Data . . . . . 5-7 Student Responsibilities . . . . . . . . . 12
Portal Overview Supercedure View . . . . . . . . . . . . 15-28
Launching Applications . . . . . . . 3-10 Supercedures
Printing Folders . . . . . . . . . . . . . . 3-38 creating . . . . . . . . . . . . . . . . . . 16-35
Printing the BOM . . . . . . . . . . . . . . 7-8
Process View . . . . . . . . . . . . . . . . . 13-5 T
Product Data Management Target Objects . . . . . . . . . . . . . . . . 13-4
Why use PDM? Task Attachments . . . . . . . . . . . . . 13-4
what is PDM? . . . . . . . . . . . . 13 Task View . . . . . . . . . . . . . . . . . . . 13-2
product structure editor (PSE) decision tab . . . . . . . . . . . . . . . . 13-4
save as... BOMView revision . . . . 11-28 Types of Changes
Product Structure Editor (PSE) . . . . 7-2 Change Types . . . . . . . . . . . . . . . 15-4
Protecting Data using Check-Out
Explicit Check-Out from NX Manager
U
Unigraphics . . . . . . . . . . . . . . 6-23
PSE User Setting . . . . . . . . . . . . . . . . . . 5-2
how does it work? . . . . . . . . . . . . 11-26 Using Load Options
multiple views . . . . . . . . . . . . . . 11-28 Load Options . . . . . . . . . . . . . . . . 8-5
variant conditions . . . . . . . . . . . . 11-2 Using On-line Help . . . . . . . . . . . . 3-31
PSE Display . . . . . . . . . . . . . . . . . . 7-6 Using Resource Pools . . . . . . . . . . 13-21
©UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management Index-3
Index
Index-4 Teamcenter Engineering Product Data Management ©UGS PLM Solutions, All Rights Reserved MT14330
Reference Chart Tear Outs
These tear out reference charts are provided for your convenience.
Teamcenter Engineering Product Data Management Student Profile
4. How long have you been working with CAD/CAM & PDM systems? Years ______
7. Are you currently using TcEng _______ Version _______ Hours per week? ______
8. Are you currently using Unigraphics? _______ Version _______ Hours per week? ______
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 novice intermediate advanced future
Unigraphics User
NX Manager User
TcEng User
TcEng System Admin
TcEng Application
Admin
TcEng Development
(ITK)
Afternoon
Lesson 2 CAD Integration - Revising Existing Data
Lesson 3 The Teamcenter Engineering Portal Interface
Afternoon
Lesson 6 CAD Integration - Visualization
and Dataset Management
Lesson 7 Viewing Product Structure with PSE
Afternoon
Lesson 10 Product Structure - Create/Extend
Lesson 11 Product Structure - Advanced
Afternoon
Lesson 14 Visualization Data Markup
Using Portal Visualization
Lesson 15 Change Management - View
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
SOMEWHAT
STRONGLY
STRONGLY
DISAGREE
DISAGREE
DISAGREE
Instructor: 5
AGREE
AGREE
AGREE
If there were 2 instructors, please evaluate the 2nd instructor with “X’s”
Instructor: 7
1. …clearly explained the course objectives
2. …was knowledgeable about the subject
3. …answered my questions appropriately
4. … encouraged questions in class
5. …was well spoken and a good communicator
6. …was well prepared to deliver the course
7. …made good use of the training time
8. …conducted themselves professionally
9. …used examples relevant to the course and audience
10. …provided enough time to complete the exercises
11. …used review and summary to emphasize important information
12. …did all they could to help the class meet the course objectives
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. Name of the hotel Best hotel I’ve stayed at
2. Was this hotel recommended during your registration process? YES NO
3. Problem? (brief description)
SEE BACK
Rev-2/6/04-glk
SOMEWHAT
SOMEWHAT
STRONGLY
STRONGLY
DISAGREE
DISAGREE
DISAGREE
AGREE
AGREE
AGREE
Material:
1. The training material supported the course and lesson objectives
2. The training material contained all topics needed to complete the projects
3. The training material provided clear and descriptive directions
4. The training material was easy to read and understand
5. The course flowed in a logical and meaningful manner
6. How appropriate was the length of the course relative to the material? Too short Too long Just right
Student:
1. I met the prerequisites for the class (I had the skills I needed)
2. My objectives were consistent with the course objectives
3. I will be able to use the skills I have learned on my job
4. My expectations for this course were met
5. I am confident that with practice I will become proficient
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.
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Rev-2/6/04-glk