Teamcenter Client for Microsoft Office Guide. Publication Number PLM00112 H

Transcription

1 Teamcenter 10.1 Client fr Micrsft Office Guide Publicatin Number PLM00112 H

2 Prprietary and restricted rights ntice This sftware and related dcumentatin are prprietary t Siemens Prduct Lifecycle Management Sftware Inc Siemens Prduct Lifecycle Management Sftware Inc. All Rights Reserved. Siemens and the Siemens lg are registered trademarks f Siemens AG. Teamcenter is a trademark r registered trademark f Siemens Prduct Lifecycle Management Sftware Inc. r its subsidiaries in the United States and in ther cuntries. All ther trademarks, registered trademarks, r service marks belng t their respective hlders. 2 Client fr Micrsft Office Guide PLM00112 H

3 Cntents Prprietary and restricted rights ntice Getting started with Client fr Office Managing Teamcenter cntent using the Client fr Office interface Prerequisites fr Client fr Office Enable Client fr Office Using the Teamcenter Applicatin Launcher Start Client fr Office fr the first time Exit Client fr Office Change yur grup and rle Change the Client fr Office display language Client fr Office interface Office dcument file types supprted by Client fr Office Managing Teamcenter data using Client fr Office Setting Client fr Office dcument preferences Changing settings fr Client fr Office dcuments Cnfigure hw Teamcenter bjects are inserted Cnfigure data display Set file type assciatins Searching in Teamcenter Searching in Teamcenter Run a simple search Run an advanced search Save a search Run a saved search Delete a saved search Reserving Teamcenter bjects Checking ut and reserving Teamcenter bjects Setting the checkut cnfirmatin mde Check ut an Office dataset Transfer a check-ut t anther user Check in an bject Cancel a checkut fr an bject View the checkut histry f an bject Managing requirements Managing requirements in Wrd Displaying the requirements pane in Wrd Save a live Wrd exprt dcument fr ffline editing Accumulate changes in an ffline live Wrd dcument PLM00112 H Client fr Micrsft Office Guide 3

4 Cntents Synchrnize an ffline live Wrd dcument with Teamcenter Navigate the bject and dcument structure Editing requirement structures Revising released bjects in a requirement structure Cpying released bjects in a requirement structure Initiate a wrkflw prcess fr a requirement r paragraph Cnvert a live Wrd dcument t the static state Imprting Teamcenter structures frm Micrsft Office Imprting Teamcenter structures frm Micrsft Office Imprting requirement specificatins frm Micrsft Office Wrd Imprting structures frm Micrsft Office Excel Cnducting cntent reviews in Wrd dcuments Cnducting cntent reviews in Wrd dcuments Teamcenter Markup Manager view Rles in a cntent review Stages in a review cycle Handling yur Teamcenter wrkflw Managing Teamcenter wrkflw tasks Wrkflw task types Using wrkflw task buttns Brwse yur wrklist Initiate a wrkflw prcess fr a Teamcenter bject Perfrm a task Reassign r delegate a task Select a sign-ff team View wrkflw reviewer cmments Special wrkflw tasks in Outlk Attribute exchange between Office files and Teamcenter datasets Attribute exchange between Office files and Teamcenter datasets Initiate attribute exchange Cnfiguring attribute exchange mappings Relad Teamcenter values t Office Edit dcument prperty values Imprting Teamcenter structures frm Excel A-1 Imprting structures frm Micrsft Office Excel A-1 Excel imprt prcess verview A-2 Using cmbinatin Excel imprt files A-6 Using manually defined Excel imprt files A-9 Index Index-1 4 Client fr Micrsft Office Guide PLM00112 H

5 Chapter 1 Getting started with Client fr Office Managing Teamcenter cntent using the Client fr Office interface Prerequisites fr Client fr Office Enable Client fr Office Using the Teamcenter Applicatin Launcher Start Client fr Office fr the first time Exit Client fr Office Change yur grup and rle Change the Client fr Office display language Client fr Office interface Teamcenter tab Data Management buttn grup Navigatin and View buttn grup Tasks buttn grup Wrkflw buttn grup Attribute Exchange buttn grup Imprt buttn grup Settings buttn grup Help buttn grup Dck and undck views Requirements Management pane Office dcument file types supprted by Client fr Office Managing Teamcenter data using Client fr Office Navigate and brwse Teamcenter bjects Opening cre Office datasets frm Client fr Office Open an Office dataset using the Open buttn Open an Office dataset using the navigatin ptins Open an Office dataset using search Editing Office datasets Insert Teamcenter bject data in an Office dcument Saving Office datasets in Teamcenter Save changes t an existing dataset PLM00112 H Client fr Micrsft Office Guide

6 Create a new dataset Create a Teamcenter flder Create a Teamcenter item Revise a Teamcenter item revisin Managing Teamcenter bject data using the Prperties Display dialg bx Access the Prperties Display dialg bx Delete Teamcenter bjects Viewing and marking up PDF datasets frm Micrsft Outlk View and markup a PDF dataset Digitally signing PDF datasets frm Micrsft Outlk Digitally sign a PDF dataset Cancel signing fr a PDF dataset View digital sign histry fr a PDF dataset Client fr Micrsft Office Guide PLM00112 H

7 Chapter 1 Getting started with Client fr Office Managing Teamcenter cntent using the Client fr Office interface Teamcenter Client fr Micrsft Office prvides yu direct access t Teamcenter thrugh Micrsft Office Wrd, Excel, PwerPint and Outlk. Yu manage Teamcenter wrkspace bjects in real time using the Micrsft wrk envirnment which allws mre peple thrughut the extended enterprise, including partners and suppliers, t participate in prduct lifecycle prcesses. In Micrsft Office Wrd, Micrsft Office Excel, Micrsft Office PwerPint, and Micrsft Outlk 2010, Client fr Office adds a custm Teamcenter tab t the ribbn in the main windws t the fllwing Micrsft Office prducts: In Micrsft Office Outlk 2007, the main windw cntains a Teamcenter custm tlbar that gives yu access t Teamcenter wrkflw features and bjects. In bth Micrsft Outlk 2010 and 2007, the ribbn in each pen message cntains the custm Teamcenter tab. Client fr Office is independent f the Teamcenter rich client. Yu can wrk in Client fr Office with r withut the rich client running. Client fr Office can be installed with Teamcenter r separately as an add-in. PLM00112 H Client fr Micrsft Office Guide 1-1

8 Chapter 1 Getting started with Client fr Office The Teamcenter Extensins fr Office applicatin als knwn as live Excel is used fr making live synchrnus updates t Teamcenter bjects using Micrsft Excel. If the Extensins fr Office applicatin is laded, yu cannt edit an embedded Excel spreadsheet in a Wrd dcument. Yu must disable the Teamcenter Office Live fr Office add-in in Excel. T disable the add-in in Excel, perfrm the fllwing steps: 1. Chse FilefiOptins and click Add-ins. 2. Select COM Add-ins t manage and click G. 3. In the COM Add-ins dialg bx, clear the check bx next t the Teamcenter Office Live fr Office add-in and click OK. Fr mre infrmatin abut Teamcenter Extensins fr Office, see the Extensins fr Micrsft Office Guide. Fr mre infrmatin abut installing Client fr Office, see the Installatin n Windws Clients Guide. Prerequisites fr Client fr Office Prerequisites The fllwing sftware must be installed n yur cmputer: Micrsft Office 2007 r 2010 Micrsft.NET Framewrk 3.5 SP1 Micrsft Visual Studi Tls fr Office (VSTO) 2010 Runtime fr 32 bit Office Micrsft Visual Studi Tls fr Office (VSTO) 2010 (x64) Runtime fr 64 bit Office 2010 Micrsft Office 2007 Primary Interp Assemblies (PIA) fr Office 2007 Micrsft Office 2010 Primary Interp Assemblies (PIA) fr Office 2010 Enable Client fr Office Cnfigure Client fr Office Fr mre infrmatin abut installing Client fr Office, see the Installatin n Windws Clients Guide. Client fr Office must be enabled befre yu can launch dcuments frm Teamcenter Rich client r Thin client. Fr mre infrmatin, see Enable Client fr Office. Yu d nt need t cnfigure Client fr Office. 1-2 Client fr Micrsft Office Guide PLM00112 H

9 Getting started with Client fr Office Enable Client fr Office Fr the rich client, yu edit settings in the client_specific.prperties file. The file is lcated in the Teamcenter installatin directry. Fr example: C:\tcapps\OTW820_1202_sit1\4tRAC\rac\plugins \cnfiguratin_ \client_specific.prperties In the client_specific.prperties file, set the useapplauncher value t true. If the rich client runs n a Teamcenter tw-tier server, als d the fllwing: Set the preferred4tierserverurlfrmsofficeclient value t the URL f the Teamcenter fur-tier server that cnnects t the same database t which the tw-tier server cnnects. Fr example: preferred4tierserverurlfrmsofficeclient= Warning Yu must run genregxml.bat/sh after yu change the client_specific.prperties file. Using the Teamcenter Applicatin Launcher When yu pen a Micrsft Office dataset frm the Teamcenter rich client r thin client, the Teamcenter Applicatin Launcher passes certain infrmatin t Client fr Office. This infrmatin preserves the Teamcenter cntext f the dataset. In the prcess f pening the dataset: The Applicatin Launcher sends an Office Applicatin Integratin (.ai) file t the Micrsft Office applicatin fr the dataset s file type. The Office applicatin starts, and the Client fr Office add-in is laded. Warning By default, Micrsft Office allws add-ins t run withut ntificatin and des nt check fr digital signatures. Yu can change this behavir by chsing higher security settings in the Office Trust Center. Client fr Office supprts all add-in security settings. Higher security settings (fr example, Require Applicatin Add-ins t be signed by Trusted Publisher) can add a significant amunt f time in starting the applicatin and lading the add-in. This prcess can take 30 secnds r lnger, depending n yur settings. The add-in parses the.ai file t btain the Teamcenter cntext infrmatin abut the dataset. The.ai file clses, and the dataset is dwnladed frm Teamcenter and pens in the Office applicatin. Nrmally, the.ai file appears nly briefly befre the dataset pens. Under slwer netwrk cnditins, hwever, the.ai file may remain pen lnger. PLM00112 H Client fr Micrsft Office Guide 1-3

10 Chapter 1 Getting started with Client fr Office Cautin If the.ai file remains pen fr mre than 10 secnds, an installatin r cnfiguratin issue may be indicated. If yu have questins abut this issue, cnsult yur Teamcenter administratr. Start Client fr Office fr the first time The first time yu start an Office applicatin after the Client fr Office installatin, the Micrsft Office Custmizatin Installer displays a message stating that Siemens PLM Sftware is the publisher and asking if yu want t install the custmizatin. Yu need t click Install t install the Teamcenter add-in fr the applicatin. After yu install the add-in, Client fr Office prvides the fllwing additins t the fllwing Office suite f prducts. Office prduct Micrsft Office Wrd 2010 and 2007 Micrsft Office Excel 2010 and 2007 Micrsft Office PwerPint 2010 and 2007 Micrsft Office Outlk 2010 Micrsft Outlk 2007 Micrsft Outlk 2007 Micrsft Outlk 2010 Client fr Office additin A Teamcenter tab is incrprated in the Office ribbn. The main windw cntains a Teamcenter custm tlbar that gives yu access t Teamcenter wrkflw features. The Teamcenter tab is available n the ribbn in each pen message. Befre yu can access any f the functins fr the Teamcenter add-in, yu are prmpted t lg n t Teamcenter. Depending n whether Security Services is cnfigured n the Teamcenter server, ne f the fllwing displays: The Teamcenter lgn page displays if Security Services is cnfigured. The lgn dialg bx displays if Security Services is nt cnfigured. Exit Client fr Office 1. D ne f the fllwing: On the Teamcenter tab, click the Current Settings buttn and chse Lgut. The Teamcenter tab is available n the Office ribbn in the Wrd, Excel, PwerPint, and Outlk 2010 main windws and in pen Outlk 2010 and 2007 messages. 1-4 Client fr Micrsft Office Guide PLM00112 H

11 Getting started with Client fr Office Fr Outlk 2007, click the Teamcenter Lgut buttn n the Teamcenter tlbar. Client fr Office displays a message asking if yu want t end this sessin. 2. Click Yes. This actin clses all pen Client fr Office views and terminates the existing Teamcenter sessin. Change yur grup and rle 1. On the Teamcenter tab, click the Current Settings buttn and chse Sessin. The Sessin dialg bx displays. 2. Select the new grup and rle in the New Grup/Rle list and click OK. Change the Client fr Office display language 1. On the Teamcenter tab, click the Current Settings buttn and chse Basic Teamcenter Preferences. In the Miscellaneus pane, Change Sessin Culture displays. 2. Select the new language frm the Chices list, and then click OK. Client fr Office interface Client fr Office prvides the fllwing additins t the fllwing Office suite f prducts. Office prduct Micrsft Office Wrd 2010 and 2007 Micrsft Office Excel 2010 and 2007 Micrsft Office PwerPint 2010 and 2007 Micrsft Office Outlk 2010 Micrsft Outlk 2007 Client fr Office additin A Teamcenter tab is incrprated in the Office ribbn. The main windw cntains a Teamcenter custm tlbar that gives yu access t Teamcenter wrkflw features. PLM00112 H Client fr Micrsft Office Guide 1-5

12 Chapter 1 Getting started with Client fr Office Office prduct Micrsft Outlk 2007 Micrsft Outlk 2010 Client fr Office additin The Teamcenter tab is available n the ribbn in each pen message. Teamcenter tab On the Office ribbn, the Teamcenter tab cntains the fllwing buttn grups: Data Management Navigatin and View Tasks Wrkflw Attribute Exchange The Attribute Exchange buttn grup is nt displayed in Outlk. Imprt The Imprt buttn grup displays nly in Excel. Settings Help Data Management buttn grup Buttn New Open Purpse Opens a list where yu can specify whether t create a new flder r a new item. Warning D nt use the New buttn t create requirements r paragraphs. Yu can create these bjects nly by actins within the Requirements Management pane. Fr mre infrmatin, see Mve a requirement r a paragraph and Requirements Management pane. Displays the Teamcenter Open dialg bx, where yu can pen dcuments that are stred in Teamcenter. 1-6 Client fr Micrsft Office Guide PLM00112 H

13 Getting started with Client fr Office Buttn Save Save As Purpse Saves changes t dcuments that are stred in Teamcenter. This buttn is available nly when yu pen a dcument in the Office applicatin. Saves a lcal dcument t Teamcenter. This buttn is available nly when yu pen a dcument in the Office applicatin. Navigatin and View buttn grup Buttn Navigate Purpse Displays a hierarchical tree view, which yu can expand t navigate t Office dcuments and ther bjects that are stred in Teamcenter. Display a list frm which yu can select the fllwing: Brwse Opens the Navigatin view, where yu can access yur Teamcenter Hme flder, inbx, and saved searches. Use this view t pen, create, check ut, and navigate t Office dcuments in Teamcenter. Flder View Search Prperties Displays a hierarchical tree view, which yu can expand t navigate t Office dcuments and ther bjects that are stred in Teamcenter. Displays the Advanced Search dialg bx. Use this dialg bx t query the Teamcenter database fr flders, dcuments, items, item revisins, parts, checked-ut bjects, Office datasets, and any ther Teamcenter data. Displays the Prperties Display view, where yu can see the prperties f the fllwing: The pen Office dcument. The bject selected in the Navigatin view r the Flder View. PLM00112 H Client fr Micrsft Office Guide 1-7

14 Chapter 1 Getting started with Client fr Office Tasks buttn grup Buttn Check-In/Out Purpse Displays the Teamcenter Check-In/Out view. Use this view t manage explicit checkin and checkut privileges fr the selected bject. Chse Check-Out t reserve explicit checkut privileges n the bject. Use Check-Out t ensure exclusive mdificatin access t the bject. Chse Check-In t check in the bject. Use Check-In t unlck bjects in the database that have been checked ut. Chse Transfer Check Out t transfer the checked ut bject t a different user s that user can make mdificatins t the bject. Chse Check-Out Histry t display the Check-Out Histry dialg bx and view the checkin and checkut histry fr the bject. Markup This buttn is available when yu pen a dcument in the Office applicatin. Displays the Teamcenter Markup Manager view. Use this view t perfrm review tasks n a dcument during the review cycle. Prepare a dcument fr review. Mark up cntent with review cmments and anntatins. Revise cntent accrding t review cmments. This buttn is available nly in Wrd when yu pen a dcument in the Wrd applicatin. 1-8 Client fr Micrsft Office Guide PLM00112 H

15 Getting started with Client fr Office Wrkflw buttn grup My Wrklist Purpse Displays yur Teamcenter inbx in the Navigatin view where yu can perfrm yur assigned Teamcenter tasks and track the tasks that yu perfrm. In additin, all the resurce pl inbxes that yu subscribed t are displayed. Each resurce pl inbx has its wn Outlk categry, s yu can srt tasks by inbx. The tasks and resurce pl infrmatin is als displayed in yur Outlk task list. The fllwing example shws a wrklist display in the Navigatin view in Outlk. Yur inbx and any resurce pl inbxes that yu are subscribed t are displayed as in the example: Start > Chester (Chester) Inbx(1) user inbx New Wrkflw Prcess Synchrnize Tasks Designers/* Inbx(3) resurce pl inbx Displays the New Wrkflw Prcess dialg bx, where yu can initiate Teamcenter wrkflw prcesses fr Office dcuments. This buttn is available nly when yu pen a dcument in the Office applicatin. Available in Outlk t synchrnize the Teamcenter tasks t the Outlk tasks. Attribute Exchange buttn grup This buttn grup is: Available nly when yu pen a dcument in the Office applicatin. Nt displayed fr Outlk 2007 r PLM00112 H Client fr Micrsft Office Guide 1-9

16 Chapter 1 Getting started with Client fr Office Buttn Edit Values Relad Cnfiguratins Purpse Displays the Edit Values - Attribute Exchange dialg bx, where yu can edit the values fr the mappings that have exchange directins as either File t Teamcenter r Tw Way. The fields fr the mappings with directins as Teamcenter t File d nt appear. This ptin is nly available if the dcument is pened in the Office applicatin and checked ut frm Teamcenter. Relads the Teamcenter attributes values t the file after the dataset is pened and checked ut. It nly relads mapped values that are either Teamcenter t File r Tw Way. A warning appears if any lcally mdified prperties will be lst with the updated values frm Teamcenter. Yu can chse t stp the relad and save the files first r prceed with the relad. This ptin is nly available if the dcument is pened in the Office applicatin and checked ut frm Teamcenter. Displays the Cnfiguratins - Attribute Exchange dialg bx, where yu can view this file s attribute exchange mappings. The list buttn displays the fllwing ptins: Create displays the Create/Mdify - Attribute Exchange dialg bx, where yu can add attribute exchange mappings. This ptin is available nly if the dcument is pened in the Office applicatin and checked ut frm Teamcenter. All Cnfiguratins displays the Cnfiguratins - Attribute Exchange dialg bx, where yu can view this file s attribute exchange mappings. Mappings include thse frm item revisin definitin cnfiguratin (IRDC) templates and the nes yu cnfigured fr this file. Yu can select frm the list t mdify, delete, r perfrm attribute exchange after the necessary validatins are applied. Fr mre infrmatin abut IRDC templates, see the Business Mdeler IDE Guide. This ptin is available nly if the dcument is pened in the Office applicatin Client fr Micrsft Office Guide PLM00112 H

17 Getting started with Client fr Office Imprt buttn grup Buttn Imprt t Teamcenter Purpse In Excel, starts the prcess fr imprting Teamcenter structure data frm the pen file. Use the Excel imprt prcess t create and mdify prduct structures and requirement specificatin structures in Teamcenter. The Imprt t Teamcenter buttn displays nly in Excel. Settings buttn grup Buttn Current Settings Purpse Display a list frm which yu can select the fllwing: Basic Teamcenter Preferences displays the Basic Teamcenter Preferences dialg bx, which cntains the fllwing tabs: Use the Miscellaneus tab t set ptins fr language and clr theme. Advanced settings allw yu t manage temprary files. Use the Insert Data tab t set ptins fr inserting Teamcenter bject data in Office dcuments. Use the Insert Details tab t chse the data table clumns t insert in Office dcuments. Use the File Type Setup tab t change the default assciatins between Teamcenter dataset types and cmmn file types such as.dcx,.xlsx, and.pptx. Sessin displays the Sessin dialg bx. Fr the current sessin, yu can change yur current grup r rle by selecting a new ne frm the New Grup/Rle list. Lgut displays the Teamcenter Lgut dialg bx. This selectin is available when a Teamcenter sessin is active. Lgin displays the Teamcenter Lgin page r the Lgin dialg bx. PLM00112 H Client fr Micrsft Office Guide 1-11

18 Chapter 1 Getting started with Client fr Office Buttn Purpse This selectin is available when there is n active Teamcenter sessin. Help buttn grup Buttn Help Purpse Display a list frm which yu can select the fllwing: Basic Teamcenter help displays the Teamcenter help cllectin. Abut Teamcenter displays general Teamcenter infrmatin and assembly details. Dck and undck views T dck a view, hld dwn the left muse buttn and mve the view until it appears in the new psitin. Yu can mve the view t the left, t the right, t the tp belw the Teamcenter ribbn, and t the bttm abve the Office applicatin taskbar. T undck a view, hld dwn the left muse buttn and mve the view inside the Office applicatin windw. The Prperties Display view and the Advanced Search view are undcked by default. Yu can als resize and mve the views using the standard Windws functins. Requirements Management pane In a Wrd dcument cntaining exprted requirements frm Systems Engineering, the Client fr Office Requirements Management pane displays the requirement structure that parallels the dcument cntent and its rganizatin. A requirement s level and psitin in the structure matches the related cntent s heading number and lcatin in the dcument. Yu can select a requirement in the structure t navigate t the related cntent. Client fr Office lcates and highlights the cntent in the dcument windw Client fr Micrsft Office Guide PLM00112 H

19 Getting started with Client fr Office 1 Requirements Management pane Displays the requirement structure fr the cntent units in the dcument windw. Warning Yu can create requirements and paragraphs nly by actins within the Requirements Management pane. D nt use the New buttn n the Teamcenter tab f the Office ribbn. Fr mre infrmatin, see Mve a requirement r a paragraph. 2 Dcument windw Displays requirement cntent accrding t the structure in the Requirements Management pane. Fr mre infrmatin abut develping and managing requirements, see the Systems Engineering Guide. Office dcument file types supprted by Client fr Office Client fr Office gives yu direct access t Office dcuments that are stred in Teamcenter. Yu can wrk in Client fr Office withut running the Teamcenter rich r thin clients. Use Client fr Office t wrk with Office dcuments f the fllwing types. Office applicatin Wrd Excel PwerPint Outlk 2010 Outlk 2007 File types.dcx,.dc,.dtx.dt,.mrk r.html.xlsx,.xls,.xltx.xlt, r.html.pptx,.ppt,.ptx.pt, r.html.msgx,.msg, r.pdf.pdf PLM00112 H Client fr Micrsft Office Guide 1-13

20 Chapter 1 Getting started with Client fr Office Managing Teamcenter data using Client fr Office The Teamcenter tab n the Office ribbn gives yu direct access t Teamcenter bjects. The tab buttns display varius Client fr Office panes in the Office applicatin windws. Using these panes, yu can wrk with Teamcenter bjects withut running the Teamcenter rich client r thin client. Edit existing Office datasets and save the changes. Create new Office datasets. Create new flders, items, and item revisins. Yu can create items that use cascading and interdependent lists f values (LOVs), if the Teamcenter administratr cnfigures such item types in the Business Mdeler IDE. LOVs prvide a cascading list f defined values fr an item prperty. Fr example, yu select frm a list f cuntries. Interdependent LOVs als prvide a cascading list f defined values, but this list depends n a selected value frm a different list. Fr example, yu select frm a list f cities based n the cuntry yu selected. Revise item revisins. View the prperties f Teamcenter bjects. Delete Teamcenter bjects. Use Client fr Office t perfrm the fllwing Teamcenter tasks: Save and edit Office dcuments in Teamcenter. Brwse t and search fr Office dcuments and ther Teamcenter bjects. Create flders, items, and item revisins in Teamcenter. Yu can create items that use cascading and interdependent lists f values (LOVs), if the Teamcenter administratr cnfigures such item types in the Business Mdeler IDE. Create and edit Office datasets in Teamcenter. Insert Teamcenter bject prperty values, search results, pictures, JT files, and hyperlinks in Office dcuments. Check ut and check in Office dcuments in Teamcenter. Manage Teamcenter requirements. Submit Office dcuments t Teamcenter wrkflws. Perfrm Teamcenter sign-ffs. Cnfigure attribute exchange settings between Teamcenter bject attributes and Office dcument prperties Client fr Micrsft Office Guide PLM00112 H

21 Getting started with Client fr Office Synchrnize Teamcenter bject attributes and Office dcument prperties accrding t attribute exchange cnfiguratin. Imprt data frm Excel t create and mdify structures and bjects in Teamcenter. Review Wrd dcuments using the Teamcenter Markup Manager view t wrk with markup cmments. View and markup PDF datasets frm Micrsft Outlk. Digitally sign PDF datasets frm Micrsft Outlk. Navigate and brwse Teamcenter bjects 1. Frm the Office applicatin, click the Teamcenter tabfinavigatin and View grupfinavigate. 2. Chse ne f the fllwing ptins: Brwse In the Navigatin pane, chse any f the fllwing ptins t expand the flder r the Teamcenter bject: Click the flder r the bject. Click buttn next t the flder r Teamcenter bject. Click the flder r Teamcenter bject lcatin at the tp f the pane t navigate up and dwn the flder structure. Start > Hme > Newstuff Dc1 PDF1 Part1 Flder View In the Navigatin-Flder View pane, click the Teamcenter bject r flder yu want t expand. buttn beside the PLM00112 H Client fr Micrsft Office Guide 1-15

22 Chapter 1 Getting started with Client fr Office Hme Mailbx Newstuff Dc1 Pdf1 Part1 My Wrklist Fr Micrsft Outlk 2007, use the Brwse Teamcenter cmmand lcated under the Office 2007 tp tlbar t navigate Teamcenter in the Flder View. The Teamcenter tab is nt available in Micrsft Outlk Opening cre Office datasets frm Client fr Office Yu can pen Office datasets in Teamcenter frm the Office applicatins. Yu can pen and check ut the Office dataset t edit the dcument r pen the Office dataset fr read-nly t brwse the dcument. Yu can pen Office datasets using any f the fllwing methds: Open the ffice dataset by clicking the Teamcenter tabfidata Management grupfiopen buttn. This methd requires the dataset s file type must match the Office applicatin that yu are running. The fllwing dcument types can nly be pened frm the specified Office applicatin. Office applicatin Wrd Excel PwerPint Outlk 2010 File types.dcx,.dc,.dtx.dt,.mrk r.html.xlsx,.xls,.xltx.xlt, r.html.pptx,.ppt,.ptx.pt, r.html.msgx r.msg Navigate t the ffice dataset yu want t pen by clicking the Teamcenter tabfinavigatin and View grupfinavigate buttn Flder View. and chsing Brwse r Using this methd, yu can pen any Office dataset frm any f the Office applicatins. Fr example, if yu are running Wrd, yu can pen a dataset in Wrd, Excel, PwerPint, r Outlk. If the Office dataset is attached t a wrklist item in yur My Wrklist flder, yu can nly pen the attachment in read-nly mde. Because the Teamcenter tab is nt available in Micrsft Outlk 2007, the Brwse Teamcenter cmmand lcated under the Office 2007 tp tlbar is used t navigate Teamcenter in the Flder View Client fr Micrsft Office Guide PLM00112 H

23 Getting started with Client fr Office Find the ffice dataset by clicking the Teamcenter tabfinavigatin and View grupfisearch buttn. Using this methd, yu can pen any Office dataset frm any f the Office applicatins. Fr example, if yu are running Wrd, yu can pen a dataset in Wrd, Excel, PwerPint, r Outlk. Fr mre infrmatin abut searching, see Searching in Teamcenter. Depending n yur access rights t the Office dataset, the fllwing buttns n the ribbn under the Teamcenter tab in yur Office applicatin becme available when yu pen a dcument: Save Fr mre infrmatin abut saving Office datasets, see Saving Office datasets in Teamcenter. Save As Fr mre infrmatin abut saving Office datasets, see Saving Office datasets in Teamcenter. Check-In/Out Fr mre infrmatin abut reserving Teamcenter bjects see Checking ut and reserving Teamcenter bjects. Markup This ptin is nly in Wrd. Fr mre infrmatin abut marking up Teamcenter wrd dcuments, see Cnducting cntent reviews in Wrd dcuments. New Wrkflw Prcess Fr mre infrmatin abut initiating Teamcenter wrkflws, see Initiate a wrkflw prcess fr a Teamcenter bject. Attribute Exchange Fr mre infrmatin abut attribute exchange, see Attribute exchange between Office files and Teamcenter datasets. Open an Office dataset using the Open buttn 1. Frm the Office applicatin, click the Teamcenter tabfidata Management grupfiopen. PLM00112 H Client fr Micrsft Office Guide 1-17

24 Chapter 1 Getting started with Client fr Office The Teamcenter tab is nt available in Micrsft Outlk On the left side f the Teamcenter Open dialg bx, navigate t the flder that cntains the Office dataset yu want t pen. The Office bject appears in the right side f the pane. 3. Select the Office dataset that yu want t pen r type the name in the Filename bx in the Open File frm Teamcenter pane in the lwer right crner. 4. Click next t the Open buttn. 5. If yu want t edit the Office dataset, perfrm the fllwing steps: a. Chse Open and Check-Out File. b. Frm the Check-ut dialg bx, ptinally type a change reasn and change the ID and click OK. The dcument assciated t the Office dataset is pened fr edit in an Office applicatin windw. If yu d nt click next t the Open buttn, clicking the Open buttn autmatically pens and checks ut the Office dataset fr edit. If yu d nt have write access t the dataset, a dialg bx appears asking if yu want t pen the file fr read-nly access Client fr Micrsft Office Guide PLM00112 H

25 Getting started with Client fr Office 6. If yu want t pen the Office dataset fr read-nly access, chse Open File (Read-Only). The dcument assciated t the Office dataset is pened fr read in an Office applicatin windw. Open an Office dataset using the navigatin ptins Frm the Office applicatin, click the Teamcenter tabfinavigatin and View grupfinavigate Brwse and chse ne f the fllwing ptins: 1. In the Navigatin pane, navigate t the Office dataset by clicking the bject r flder name yu want t expand. 2. T pen the Office dataset fr read access, click next t the Office dataset r right-click the dataset and chse Open File (Read Only). Start > Hme > Newstuff Dc1 Dc2 Dc3 The dcument assciated t the Office dataset is pened in an Office applicatin windw with read-nly access. 3. T pen the Office dataset fr editing, right-click the dataset and chse Open and Check-Out File. The dcument assciated t the Office dataset is pened in an Office applicatin windw with edit access. As the example shws, a fr edit. next t the dataset indicates it is checked ut Start > Hme > Newstuff Dc1 Dc2 Dc2 PLM00112 H Client fr Micrsft Office Guide 1-19

26 Chapter 1 Getting started with Client fr Office Flder View Because the Teamcenter tab is nt available in Micrsft Outlk 2007, the Brwse Teamcenter cmmand lcated under the Office 2007 tp tlbar is used t navigate Teamcenter in the Flder View. 1. In the Navigatin-Flder View pane, navigate t the Office dataset by clicking the buttn beside the bject r flder yu want t expand. 2. Right-click the Office dataset and chse Open and Check-Out File t check ut and edit the dataset r Open File (Read-nly) t view the dataset in read-nly mde. The dcument assciated t the Office dataset is pened in an Office applicatin windw with the apprpriate access. As the example shws, a fr edit. next t the dataset indicates it is checked ut Hme Mailbx Newstuff Dc1 Dc2 My Wrklist Open an Office dataset using search 1. Frm the Office applicatin, click the Teamcenter tabfinavigatin and View grupfisearch buttn. 2. Frm the Advanced Search dialg bx, select Dataset fr the query type and type the values fr the fields in the query frm t filter yur search. 3. Click Find t search. 4. Frm the results list, right-click the Office dataset and chse Open and Check-ut File t check ut and edit the dataset r Open File (Read-nly) t view the dataset in read-nly mde. The dcument assciated t the Office dataset is pened in an Office applicatin windw with the apprpriate access. Fr mre infrmatin abut searching, see Searching in Teamcenter Client fr Micrsft Office Guide PLM00112 H

27 Getting started with Client fr Office Editing Office datasets Use the standard Office functins t enter, change, r frmat the cntent f a dataset. The dataset can be a Wrd dcument, Excel spreadsheet, PwerPint presentatin, r Outlk message. As in a typical Wrd file, fr example, yu can enter and change cntent elements such as: Headings, bdy paragraphs, lists, and hyperlinks Tables and graphics Equatins, symbls, and ther special characters Yu can cpy, mve, and delete selected prtins. When yur edits are cmplete, yu can save the changes in Teamcenter. Yu cannt save edits t existing checked-ut and pened Outlk messages back t Teamcenter. Use the Save As cmmand t create a new Outlk dataset with the message changes. Fr mre infrmatin, see Saving Office datasets in Teamcenter. Fr mre infrmatin abut editing Office dcuments, see the help fr the Office applicatin. Insert Teamcenter bject data in an Office dcument Client fr Office settings determine what kind f data is inserted fr a given bject type. Fr mre infrmatin, see Cnfigure hw Teamcenter bjects are inserted and Cnfigure data display. Bitmap image files (.bmp) cannt be embedded in a Micrsft Office Wrd dcument with Teamcenter live Wrd capability. 1. Place the cursr at the insertin pint in the pen dcument. 2. In the Flder View, the Navigatin view, r the Search Results view, navigate t the Teamcenter bject cntaining the data t insert. The bject can be f ne f the fllwing types: Flders Items r item revisins Frms Office datasets Image files PLM00112 H Client fr Micrsft Office Guide 1-21

28 Chapter 1 Getting started with Client fr Office Cautin Yu cannt insert bitmap image files (.bmp) in a dcument with Teamcenter live Wrd capability. JT files 3. Right-click the bject and chse Insert. The data appears at the cursr lcatin in the dcument. Saving Office datasets in Teamcenter Use Client fr Office t wrk with Office dataset cntent in Teamcenter. Save changes t existing Office datasets that yu pen frm: The Teamcenter rich client r thin client Client fr Office Create new Teamcenter datasets frm external Office dcuments, fr example, lcally stred Wrd dcuments, and frm existing Office datasets in Teamcenter. Save changes t an existing dataset Cautin If the dataset is currently pen in read-nly mde, yu must clse the dataset and repen it in edit mde. Otherwise, yur changes are saved t a new dataset. Yu cannt switch t edit mde by checking ut the dataset while it is pen in read-nly mde. T pen the dataset fr editing, right-click the dataset and chse Open and Check-Out File. Tip In the Teamcenter rich client, the symbl fr the checkut displays when yu select the dcument and chse Tls Refresh. 1. With the dataset pen fr editing, click the Save buttn n the Teamcenter tab Client fr Micrsft Office Guide PLM00112 H

29 Getting started with Client fr Office If the Save buttn is unavailable, the pen dcument is nt a Teamcenter dataset. T save changes in Teamcenter, yu must click the Save As buttn and chse Dataset. Fr mre infrmatin, see Create a new dataset. If the dataset is nt checked ut, a cnfirmatin message asks if yu want t check ut and save the dataset. Click Yes t display the Check-Out dialg bx. Fr mre infrmatin, see Check ut an Office dataset. Tip In the Teamcenter rich client, the symbl fr the checkut displays when yu select the dcument and chse Tls Refresh. Teamcenter preferences can be set t bypass the Check-Out dialg bx. Fr mre infrmatin, see Setting the checkut cnfirmatin mde. A status message displays a prgress indicatr. 2. When a cnfirmatin message asks if yu want t check in the dataset, d ne f the fllwing: T check in the dataset and cmmit yur edits, click Yes. The check mark is remved frm the right f the dataset name in the Navigatin view and the Flder View. T keep the dataset pen fr editing, click N. The check mark remains t the right f the dataset name in the Navigatin view and the Flder View. Create a new dataset 1. With the surce dcument pen, click the Teamcenter tabfisave As buttn and chse Dataset. The Teamcenter Save As dialg bx displays. 2. T create a new flder where yu want t save the new dataset, perfrm the fllwing steps: a. Click the Create a new Flder buttn at the tp f the Teamcenter Save As dialg bx. b. In the Create New Flder dialg bx, navigate t and select a lcatin where yu want t create the flder. PLM00112 H Client fr Micrsft Office Guide 1-23

30 Chapter 1 Getting started with Client fr Office By default, the destinatin flder lcatin is set t the lcatin yu selected in the tree pane lcated n the left side f the Teamcenter Save As dialg bx. c. In the Flder Name bx, type the flder name. d. Optinally, type a descriptin f the flder in the Descriptin bx. e. Click OK t create the flder and clse the dialg bx r click Apply t create the flder and leave the dialg bx pen. The flder is created under the specified lcatin. 3. T create a new item where yu want t save the new dataset, perfrm the fllwing steps: a. Click the Create a new Item buttn at the tp f the Teamcenter Save As dialg bx. b. In the New item dialg bx, navigate t and select a lcatin where yu want t create the item. By default, the destinatin flder lcatin is set t the lcatin yu have selected in the tree pane n the left side f the Teamcenter Save As dialg bx. c. Click the buttn next t the Item Type bx and select the item type frm the list. d. Click Next. e. Click Next r select Item Infrmatin n the left side f the dialg bx t enter the required item infrmatin. f. Optinally, click Next r select Additinal Item Infrmatin n the left side f the dialg bx t enter the additinal item infrmatin. g. Optinally, click Next r select Item Revisin Infrmatin n the left side f the dialg bx t enter the item revisin infrmatin. h. Optinally, click Next r select Additinal Item Revisin Infrmatin n the left side f the dialg bx t enter the additinal item revisin infrmatin. i. Click Finish t create the item. The item is created under the specified lcatin. j. Click Clse t clse the windw r click Next t create a new item. 4. T revise an item revisin where yu want t save the new dataset, perfrm the fllwing steps: a. In the tree pane lcated n the left side f the Teamcenter Save As dialg bx, navigate t and select the item revisin yu want t revise. b. Click the Revise an item revisin in Teamcenter buttn at the tp f the Teamcenter Save As dialg bx Client fr Micrsft Office Guide PLM00112 H

31 Getting started with Client fr Office c. In the Rev ID bx, ptinally type the new item revisin r use the value autmatically generated frm Teamcenter. d. In the Name bx, ptinally type the new name f the item revisin r use the value autmatically generated frm Teamcenter. e. Click OK t create the new item revisin. 5. In the tree view, navigate t and select the lcatin where yu want t save the dataset. If yu d nt select a lcatin, the dataset is added t the Newstuff flder. 6. Type the dataset name in the File name bx. Yu can als d the fllwing: Type a descriptin in the Descriptin bx. Select the file type in the Save as type list. 7. Click the Save buttn t clse the dialg bx. A status message displays a prgress indicatr. After the status message, the new dataset is saved in the selected lcatin r in the Newstuff flder. 8. In the Cnfirm Check-Out dialg bx, click Yes if yu want t check ut the dataset. The dataset is checked ut. If yu created a new item where yu want t save the dataset, the new item is als checked ut. Create a Teamcenter flder Teamcenter flders are data bjects that yu use t rganize prduct infrmatin. Flders can cntain any ther infrmatin bject, including ther flders. 1. Navigate t and select the lcatin where yu want t create the flder. Fr example, yu can use the Flder View by clicking the Flder View buttn n the Teamcenter tab. If yu d nt select a lcatin, the flder is added t the Newstuff flder. 2. On the Teamcenter tab, click the New buttn and chse Flder. Yu als right-click the target lcatin and chse Create Flder. The Create New Flder dialg bx displays. 3. Type the flder name in the Flder Name bx. Yu can als type an ptinal descriptin in the Descriptin bx. PLM00112 H Client fr Micrsft Office Guide 1-25

32 Chapter 1 Getting started with Client fr Office 4. D ne f the fllwing: T clse the dialg bx, click OK. The new flder appears in the selected lcatin r in the Newstuff flder. T keep the dialg bx pen and cntinue t create flders in the same lcatin, click Apply. Create a Teamcenter item When yu create a new item, yu create the item and its first item revisin. 1. Navigate t and select the lcatin where yu want t create the item. Fr example, yu can display the Flder View by clicking the Teamcenter tabfinavigatin and View grupfinavigate View. buttn and chsing Flder If yu d nt select a lcatin, the item is added t the Newstuff flder. 2. On the Teamcenter tab, click the New buttn and chse Item. The New Item wizard displays, beginning with the Select Type windw. 3. In the Item Type list, select the type f item t create, and then click Next t display the Item Infrmatin windw. Yu can select an item type that uses cascading and interdependent lists f values (LOVs), if the Teamcenter administratr cnfigures such item types in the Business Mdeler IDE. If yu have questins abut item types, cnsult yur Teamcenter administratr. 4. In the Item ID and Revisin ID bxes, type the identifiers t assign t the item and revisin. Tip T autmatically generate the item and revisin identifiers, click Assign. The next identifiers in the sequence appear in the Item ID and Revisin ID bxes. 5. Type a unique name in the Name bx. Yu can als d the fllwing: Type an ptinal descriptin in the Descriptin bx. Select a value frm the Unit f Measure list. 6. Click Next t display the Item Revisin Infrmatin windw. In this and subsequent windws, the infrmatin is specific t the item type yu select Client fr Micrsft Office Guide PLM00112 H

33 Getting started with Client fr Office If yu have questins abut infrmatin fr the item type, cnsult yur Teamcenter administratr. If the item type uses a cascading LOV (an LOV with subrdinate LOVs), yur value selectin at ne level determines the value chices that are available at the next lwer level. If the item type uses an interdependent LOV (a type f cascading LOV), yu are prmpted fr a value selectin at each level. Fr mre infrmatin abut wrking with LOVs, see the Business Mdeler IDE Guide. 7. In the Item Revisin Infrmatin windw and each subsequent windw, enter the required infrmatin and any ptinal infrmatin, and then click Next. 8. T cmplete the prcedure, click Finish. The new item and item revisin are added t the selected lcatin r t the Newstuff flder. Revise a Teamcenter item revisin When yu revise an item revisin, yu create a new item revisin. The new ne autmatically receives the next revisin identifier in the sequence. 1. In the Office applicatin, click the Teamcenter tabfinavigatin and View grupfinavigate buttn and chse Flder View r Brwse. 2. In the Navigatin view r the Flder View, navigate t the item revisin. 3. Right-click the item revisin and chse Revise. The Revise Item Revisin dialg bx displays with the Rev ID bx set t the next revisin identifier in the sequence. 4. D any r all f the fllwing: Change the item revisin name in the Name bx. Enter r change the ptinal descriptin in the Descriptin bx. The fllwing infrmatin is read-nly: Cntents displays the names f the bjects included in the new item revisin. ID displays the identifier f the related item. Rev ID displays the next revisin identifier in the sequence. 5. Click OK t cmmit yur changes and clse the dialg bx. The new item revisin appears belw and at the same level as existing item revisins. PLM00112 H Client fr Micrsft Office Guide 1-27

34 Chapter 1 Getting started with Client fr Office Managing Teamcenter bject data using the Prperties Display dialg bx Client fr Office interacts with HTML stylesheets maintained n the Teamcenter server t display the infrmatin in the Prperties Display dialg bx fr a Teamcenter bject. The displayed infrmatin and the actins yu perfrm n the bject frm the Prperties Display dialg bx are dependent n the Teamcenter bject that yu select fr the transactin. Fr example, if yu display the prperties fr a part revisin and have the apprpriate access t the bject, yu can perfrm such actins as revising the bject and sending the bject t a wrkflw. Yu als have the ptin f checking ut bjects and mdifying any editable prperties. After the checkut, yu can check in the bject, save the bject, r cancel the checkut directly frm the Prperties Display dialg bx. Internet Explrer must be updated t versin 9 r abve fr style sheet supprt. If an lder versin f Internet Explrer is installed, yu receive a warning message indicating Teamcenter will display the legacy prperties dialg bx. The legacy prperties dialg bx prvides viewing f prperty data nly. The fllwing figure shws the layut f the prperties infrmatin. In this example, the prperties fr a part revisin are displayed Client fr Micrsft Office Guide PLM00112 H

35 Getting started with Client fr Office 1 Tabs The tabs shwn are dependent n the Teamcenter bject yu are displaying prperties fr. Tabs, such as Overview, Attachments, and Histry are displayed, as needed and as cnfigured, t rganize infrmatin abut the selected bject. Yu click n the tab t display the additinal infrmatin. The example shws the tabs fr a part revisin bject. 2 Prperties Displays the Teamcenter prperties fr the bject. If yu check ut the bject, yu can mdify the editable prperties. 3 Preview Displays the assciated 2D preview image fr the bject if ne exists r the thumbnail fr the Teamcenter bject. 4 Actins Displays the actins that yu can perfrm n the Teamcenter bject. The lcatin f the actin buttns vary based n the bjects selected. 5 Optins fr checking ut and checking in the Teamcenter bject. If yu have the apprpriate access, yu can check ut the Teamcenter bject. After the checkut, yu can perfrm any f the fllwing ptins: Check in the bject t Teamcenter and save all changes. Save the bject t save all changes. Object will remain checked ut t yu. Cancel the checkut t discard all changes and the checkut. Fr infrmatin abut using style sheets, see the Client Custmizatin Prgrammer s Guide. Access the Prperties Display dialg bx 1. Frm the Office applicatin, navigate t the Teamcenter bject that yu want t manage using the Prperties Display dialg bx. Fr mre infrmatin abut navigating and brwsing Teamcenter bjects, see Navigate and brwse Teamcenter bjects. Internet Explrer must be updated t versin 9 r abve fr style sheet supprt. If an lder versin f Internet Explrer is installed, yu receive a warning message indicating Teamcenter will display the legacy prperties dialg bx. The legacy prperties dialg bx prvides viewing f prperty data nly. 2. Perfrm any f the fllwing methds t manage Teamcenter bject data using the Prperties Display dialg bx: PLM00112 H Client fr Micrsft Office Guide 1-29

36 Chapter 1 Getting started with Client fr Office Fr the pened dcument in the Office applicatin, click the Teamcenter tabfiprperties buttn. Right-click the Teamcenter bject in the Navigatin- Flder view r the Navigatin view and chse Prperties. The Prperties Display dialg bx displays. The infrmatin and the actins yu perfrm are dependent n the Teamcenter bject yu have selected. 3. In the Prperties Display dialg bx, perfrm any f the fllwing actins: Click the Overview tab t display and edit prperties. Click Mre Prperties t display all the additinal prperties. Yu must check ut the Teamcenter bject t mdify the editable prperties. Click n any f the remaining tabs t display additinal infrmatin. Under the Actins heading, click any f the actins yu want t perfrm n the bject. Click Check-ut t check ut the bject frm Teamcenter. If the bject is checked ut, perfrm any f the fllwing ptins: Click Check-in t check in the bject t Teamcenter and save all changes. Click Save t save all changes and leave the bject checked ut. Click Cancel t discard all changes and cancel the checkut. If the Prperties Display dialg bx is already displayed fr a specific bject, yu can select a different bject using the Navigatin- Flder view r the Navigatin views and the prperties are displayed fr that selected bject. Delete Teamcenter bjects 1. Click Teamcenter tabfinavigatin and View grupfinavigate buttn and chse Flder View r Brwse t navigate fr the bjects yu want t delete. 2. Select the bjects yu want t delete. Yu can select multiple bjects f the same type by using the standard Windws functins. Flders Items Datasets Wrkflw tasks 1-30 Client fr Micrsft Office Guide PLM00112 H

37 Getting started with Client fr Office 3. Right-click the selectin and chse Delete. Client fr Office displays a cnfirmatin message, asking if yu want t delete the selected bjects. 4. Click Yes. Viewing and marking up PDF datasets frm Micrsft Outlk Frm Micrsft Outlk, yu can view and markup a PDF dataset stred in Teamcenter withut leaving the Outlk applicatin. Yu use the view and markup capability prvided by the Adbe Acrbat/Reader applicatin t markup the PDF dcument. Markups are useful fr making cmments that yu d nt want t appear in the published PDF file. Viewing and marking up a PDF dataset is part f a multi-step prcess: 1. Frm Outlk, navigate t the PDF dataset in Teamcenter. Frm the Teamcenter ribbn in Outlk 2010, brwse and lcate the PDF dataset that yu want t view and markup. Fr infrmatin abut searching fr Teamcenter wrkspace bjects frm the Teamcenter ribbn, see Searching in Teamcenter. Fr Micrsft Outlk 2007, use the Brwse Teamcenter cmmand lcated under the Office 2007 tp tlbar t navigate Teamcenter in the Flder View. The Teamcenter tab is nt available in Micrsft Outlk Launch the PDF dataset fr view and markup. Right-click the PDF dataset in the search results and chse View/Markup. The PDF dataset is autmatically launched using Adbe Acrbat/Reader. Fr infrmatin abut the cmmand t view and markup PDF datasets, see View and markup a PDF dataset. 3. Markup PDF dcument using Adbe Acrbat Reader. 4. Cmmit changes t Teamcenter. Frm Abbe Acrbat Reader, save the PDF dcument t cmmit the markup changes t Teamcenter. Currently, PDF datasets are nly supprted fr view and markup. PLM00112 H Client fr Micrsft Office Guide 1-31

38 Chapter 1 Getting started with Client fr Office The Outlk_ViewMarkup_Launchable_TcTypes preference defines the Teamcenter types that can launch fr view and markup frm Micrsft Outlk. Fr infrmatin abut the Outlk_ViewMarkup_Launchable_TcTypes preference, see the Preferences and Envirnment Variables Reference Guide. Yu must install the Acrbat/Reader Plugin feature t view and markup, and sign PDF datasets. Fr mre infrmatin abut dcument management prerequisites, see the Getting Started with Dcument Management Guide. Fr mre infrmatin abut cnfiguring dcument markup, see the Getting Started with Dcument Management Guide. Fr mre infrmatin abut viewing and marking up PDF datasets, see the Getting Started with Dcument Management Guide. View and markup a PDF dataset 1. Frm the Office applicatin in Micrsft Outlk, navigate t and select the PDF dataset yu want t view and markup. Fr mre infrmatin abut brwsing Teamcenter data frm Client fr Office, see Opening cre Office datasets frm Client fr Office. 2. Right-click and chse View/Markup. The PDF dcument is launched frm Micrsft Outlk using the Adbe Acrbat/Reader applicatin. 3. Using the Adbe Acrbat/Reader applicatin, mark up the PDF dcument as desired. 4. Frm the Adbe Acrbat/Reader applicatin, chse FilefiSave. The marked up changes are cmmitted t Teamcenter. Digitally signing PDF datasets frm Micrsft Outlk Frm Micrsft Outlk, yu can digitally sign a PDF dataset stred in Teamcenter withut leaving the Outlk applicatin. Digital signatures uniquely identify the persn signing the PDF dcument. Using digital signing, reviewers can sign an electrnic versin f yur dcument, instead f a printed ne. Fr example, yu can have reviewers digitally sign yur PDF dcuments t apprve them. Digitally signing a PDF dataset is part f a multi-step prcess: 1-32 Client fr Micrsft Office Guide PLM00112 H

39 Getting started with Client fr Office 1. Frm Outlk, navigate t the PDF dataset in Teamcenter. Frm the Teamcenter ribbn in Outlk, brwse and lcate the PDF dataset that yu want t digitally sign. Fr infrmatin abut searching fr Teamcenter wrkspace bjects frm the Teamcenter ribbn, see Searching in Teamcenter. Fr Micrsft Outlk 2007, use the Brwse Teamcenter cmmand lcated under the Office 2007 tp tlbar t navigate Teamcenter in the Flder View. The Teamcenter tab is nt available in Micrsft Outlk Launch the PDF dataset fr digitally signing. Right-click the PDF dataset in the search results and chse Sign. The fllwing ccurs: The PDF dataset is autmatically launched using Adbe Acrbat/Reader. The PDF dataset is checked ut fr sign in Teamcenter. After yu have checked ut the PDF dataset fr signing, yu have the ptin f canceling the signing which cancels the checkut. Yu cannt check ut, check in, r cancel the checkut fr the PDF dataset when it is checked ut fr sign. Fr infrmatin abut the cmmand t digitally sign PDF datasets, see Digitally sign a PDF dataset. 3. Digitally sign the PDF dcument using Adbe Acrbat Reader. 4. Cmmit changes t Teamcenter. Frm Abbe Acrbat Reader, save the PDF dcument t cmmit the markup changes t Teamcenter. The fllwing ccurs after yu cmmit the changes t Teamcenter: The users digital signature is stred in the PDF dcument. As the fllwing figure shws, the Signed By relatin is created between the PDF dcument and the signing user t recrd the persn wh digitally signed the PDF dataset and the date and time when it was signed. Fr infrmatin abut the viewing the digital sign histry, see View digital sign histry fr a PDF dataset. The Outlk_Sign_Launchable_TcTypes preference defines the Teamcenter types that can launch fr digitally signing frm Micrsft Outlk. PLM00112 H Client fr Micrsft Office Guide 1-33

40 Chapter 1 Getting started with Client fr Office Fr infrmatin abut the Outlk_Sign_Launchable_TcTypes preference, see the Preferences and Envirnment Variables Reference Guide. Yu must install the Acrbat/Reader Plugin feature t view and markup, and sign PDF datasets. Fr mre infrmatin abut dcument management prerequisites, see the Getting Started with Dcument Management Guide. Fr mre infrmatin abut access privileges required fr digital signing, see the Getting Started with Dcument Management Guide. Digitally sign a PDF dataset 1. Frm the Office applicatin in Micrsft Outlk, navigate t and select the PDF dataset yu want t digitally sign. Fr mre infrmatin abut brwsing Teamcenter data frm Client fr Office, see Opening cre Office datasets frm Client fr Office. 2. Right-click and chse Sign. The PDF dcument is launched frm Micrsft Outlk using the Adbe Acrbat/Reader applicatin and the PDF dataset is checked ut in Teamcenter. 3. Using the Adbe Acrbat/Reader applicatin, digitally sign the PDF dcument. 4. Frm the Adbe Acrbat/Reader applicatin, chse FilefiSave. The signed dcument is checked in and the changes are cmmitted t Teamcenter. Cancel signing fr a PDF dataset 1. Frm the Office applicatin in Micrsft Outlk, navigate t and select the signed PDF dataset yu want t cancel the sign fr. Fr mre infrmatin abut brwsing Teamcenter data frm Client fr Office, see Opening cre Office datasets frm Client fr Office. 2. Right-click and chse Cancel signing. The PDF dataset is n lnger checked ut fr signing. View digital sign histry fr a PDF dataset 1. Frm the Office applicatin in Micrsft Outlk, navigate t and select the PDF dataset yu want t view the digital sign histry fr. Fr mre infrmatin abut brwsing Teamcenter data frm Client fr Office, see Opening cre Office datasets frm Client fr Office. 2. Right-click and chse View Prperties. 3. In the Prperties Display dialg bx, navigate t the Signed by prperty t display the list f users wh digitally signed the PDF dataset Client fr Micrsft Office Guide PLM00112 H

41 Chapter 2 Setting Client fr Office dcument preferences Changing settings fr Client fr Office dcuments Cnfigure hw Teamcenter bjects are inserted Cnfigure data display Set file type assciatins PLM00112 H Client fr Micrsft Office Guide

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43 Chapter 2 Setting Client fr Office dcument preferences Changing settings fr Client fr Office dcuments Client fr Office preferences let yu cntrl the way yu wrk with Office dcuments. These preferences are specific t Client fr Office. They d nt relate t the Teamcenter user preferences and site preferences described in the Preferences and Envirnment Variables Reference guide. On the Current Settings buttn menu, the Basic Teamcenter Preferences ptin displays the Basic Teamcenter Preferences dialg bx, where each tab cntains different ptins. On the Miscellaneus tab, yu can set ptins fr language and clr theme. Advanced settings allw yu t manage temprary files. Change Sessin Culture displays the current language setting and a list f language chices. Change Clr/Theme displays the current clr setting and a list f clr chices. Advanced settings displays Manage Temprary Files ptins where yu can: Select the ptin t autmatically delete all temprary files (lder than ne week). Launch Explrer t manage lg files. Launch Explrer t manage temp files. On the Insert Data tab, yu can set the type f Teamcenter data t insert in Office dcuments fr individual bject types. Flders Items Item revisins Office datasets Image files Bitmap image files (.bmp) cannt be inserted in Micrsft Office Wrd dcuments with Teamcenter live Wrd capability. PLM00112 H Client fr Micrsft Office Guide 2-1

44 Chapter 2 Setting Client fr Office dcument preferences JT files Frms Other Teamcenter files Depending n the bject type, yu can set an ptin t insert ne f the fllwing: Object prperties in tables with clumns and rws The Details ptin sets this preference fr the related type. Hyperlinks t bjects (except frms) in the Teamcenter thin client The Hyperlink ptin sets this preference fr the related type. Embedded cntents f Office files, image files, and JT files The Embed ptin sets this preference fr the related type. Bitmap image files (.bmp) cannt be embedded in Micrsft Office Wrd dcuments with Teamcenter live Wrd capability. Sme ptins are nt available fr sme types. Fr mre infrmatin, see Insert Teamcenter bject data in an Office dcument. On the Insert Details tab, yu can set the prperty clumns t insert fr the bject types that yu set with the Details ptin. Fr mre infrmatin, see Insert Teamcenter bject data in an Office dcument. On the File Type Setup tab, yu can set assciatins between Teamcenter dataset types and cmmn file types such as.dcx,.xlsx, and.pptx. If yu have questins abut Teamcenter dataset types r file name extensins, cnsult yur Teamcenter administratr. Cnfigure hw Teamcenter bjects are inserted 1. On the Teamcenter tab, click the Current Settings buttn and chse Basic Teamcenter Preferences. The Basic Teamcenter Preferences dialg bx displays. These preferences are specific t Client fr Office. They d nt relate t the Teamcenter preferences described in the Preferences and Envirnment Variables Reference guide. 2. Click the Insert Data tab and select an ptin under Cnfiguratin Chices fr ne r mre bject types. 2-2 Client fr Micrsft Office Guide PLM00112 H

45 Setting Client fr Office dcument preferences Optin Details Hyperlink Descriptin Insert bject prperties in tables with rws and clumns. Yu can als set the prperty clumns t insert. Fr mre infrmatin, see Cnfigure data display. Insert hyperlinks t bjects in the Teamcenter thin client. The Hyperlink ptin is nt available fr bjects in the Teamcenter rich client r fr frms in the thin client. The Hyperlink ptin is cntrlled by certain Teamcenter preferences cnfigured fr yur site. These site preferences are nt the same as any f the Client fr Office preferences. If yu have questins abut this ptin, cnsult yur Teamcenter administratr. Embed Tip Yu can check the Shw icn with hyperlink check bx under Additinal Optins t place bject type symbls befre inserted hyperlinks. Insert the full cntents f the files. The Embed ptin is available nly fr Micrsft Office dcuments, image files, and JT files. Yu cannt insert bitmap image files (.bmp) in a dcument with Teamcenter live Wrd capability. 3. D ne f the fllwing: Click Apply t cmmit the settings and cntinue wrking n anther tab. Cautin Changes are canceled if yu click anther tab befre yu click Apply. Click OK t cmmit the settings and clse the dialg bx. Cnfigure data display 1. On the Teamcenter tab, click the Current Settings buttn and chse Basic Teamcenter Preferences. The Basic Teamcenter Preferences dialg bx displays. These preferences are specific t Client fr Office. They d nt relate t the Teamcenter preferences described in the Preferences and Envirnment Variables Reference guide. PLM00112 H Client fr Micrsft Office Guide 2-3

46 Chapter 2 Setting Client fr Office dcument preferences 2. Click the Insert Details tab and d ne r mre f the fllwing: T add a prperty t the inserted table, select the check bx t the left f the clumn name in the dialg bx. T remve a prperty frm the inserted table, clear the check bx t the left f the clumn name in the dialg bx. T mve a prperty t the left in the inserted table, drag the clumn name up t the crrespnding psitin in the dialg bx. T mve a prperty t the right in the inserted table, drag the clumn name dwn t the crrespnding psitin in the dialg bx. T change a displayed prperty name, duble-click the cell under Clumn Name and type the new name. 3. D ne f the fllwing: Click Apply t cmmit the settings and cntinue wrking n anther tab. Cautin Changes are canceled if yu click anther tab befre yu click Apply. Click Defaults t use the default clumn settings. Click OK t cmmit the settings and clse the dialg bx. Set file type assciatins 1. On the Teamcenter tab, click the Current Settings buttn and chse Basic Teamcenter Preferences. The Basic Teamcenter Preferences dialg bx displays. These preferences are specific t Client fr Office. They d nt relate t the Teamcenter preferences described in the Preferences and Envirnment Variables Reference guide. 2. Click the File Type Setup tab and d the fllwing in the table: a. Duble-click a value that yu want t change. A text bx pens in the cell. b. Type the new value, and then press Enter r click utside the bx. If yu have questins abut file name extensins r Teamcenter dataset types, cnsult yur Teamcenter administratr. 3. D ne f the fllwing: Click Apply t cmmit the settings and cntinue wrking n anther tab. 2-4 Client fr Micrsft Office Guide PLM00112 H

47 Setting Client fr Office dcument preferences Cautin Changes are canceled if yu click anther tab befre yu click Apply. Click Defaults t use the default file type assciatins. Click OK t cmmit the settings and clse the dialg bx. PLM00112 H Client fr Micrsft Office Guide 2-5

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49 Chapter 3 Searching in Teamcenter Searching in Teamcenter Run a simple search Run an advanced search Save a search Run a saved search Delete a saved search PLM00112 H Client fr Micrsft Office Guide

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51 Chapter 3 Searching in Teamcenter Searching in Teamcenter T find Teamcenter wrkspace bjects, yu can search in tw ways: Perfrm a simple search in the Navigatin view r the Flder View. Perfrm an advanced search in the Advanced Search view. Run a simple search Cautin Siemens PLM Sftware recmmends that the Office ribbn be fully visible. If the ribbn is minimized when the search is executed, an errr may result. If the Office ribbn is minimized, right-click the ribbn tab name area and turn ff the Minimize the Ribbn ptin. Yu can minimize the ribbn again after the Advanced Search dialg bx displays. 1. In the Navigatin view r the Flder View, d ne f the fllwing: In the bx at the tp f the view, type the identifier f the item that yu want t find. The item identifier is the default search query. T change frm the default query t a different type f query: a. Click the dwn arrw t the right f the bx at the tp f the view. b. Select ne f the fllwing frm the list: Search By Item Name Search By Dataset Name Search By Keywrd c. Type the search string in the bx. 2. T execute the search, click the search buttn t the right f the bx. The Advanced Search view displays the results n a new tab. PLM00112 H Client fr Micrsft Office Guide 3-1

52 Chapter 3 Searching in Teamcenter Fr mre infrmatin, see Run an advanced search. Run an advanced search 1. Chse ne f the fllwing: On the Teamcenter tab, click the Search buttn t display the Advanced Search view. In the Navigatin view r the Flder View, click next t the Enter Item ID bx and chse Advanced Search. 2. On the Queries tab, scrll the pane until yu see the query that yu want, and then select it. Infrmatin bxes and lists that are specific t the query type are displayed in the Custm Query Frm pane. A descriptin f the query is shwn belw the Select Query Type pane. 3. In the Custm Query Frm pane, enter infrmatin t narrw yur search. Yu can click Clear t remve all existing infrmatin frm this pane. 4. T execute the query, click the Find buttn. The Advanced Search view displays the results n a new tab. In this view, each tab name indicates the type f query that prduced thse results. Yu can right-click an bject and chse menu cmmands that are specific t the bject type. Chse Prperties t view the prperties in the Prperty Display view. Chse Refresh t get updated prperty values frm Teamcenter. Chse Check-In/Out t display the Teamcenter Check-In/Out view. Chse Insert t insert the bject s attributes in the pen Office dcument. Chse Delete t delete the bject frm Teamcenter. Chse New Wrkflw Prcess t submit the bject t a wrkflw. Chse Open File (Read-Only) t pen the bject in the crrespnding Office applicatin and view the cntent in read-nly mde. Chse Open and Check-Out File t pen the bject in the crrespnding Office applicatin and check ut the bject fr editing. 5. T save the query, click the Save buttn. a. Type the saved search name in the Enter Saved Search Name bx. b. Click Add t save the search. The search displays in yur My Saved Searches flder. 3-2 Client fr Micrsft Office Guide PLM00112 H

53 Searching in Teamcenter c. Right-click the query in yur My Saved Searches flder and chse Execute Query t perfrm the search. 6. T remve a tab f search results, select the search results tab yu want t remve and click Delete Tab. 7. T specify a new search, select the search results tab and click the Queries Tab t return t the Queries tab. Save a search 1. D ne f the fllwing: On the Teamcenter tab, click the Search buttn t display the Advanced Search view. In the Navigatin view r the Flder View, d the fllwing: a. Click the dwn arrw t the right f the bx at the tp f the view t display a list. b. Select Advanced Search t display the Advanced Search view. 2. On the Queries tab, select the query type and enter custm query frm criteria. Fr mre infrmatin, see Run an advanced search. 3. Click Save t display the Add Search t My Saved Searches dialg bx. 4. Type the search name in the Enter Saved Search Name bx. 5. Click Add t add the new search in the My Saved Searches list. The search name appears under My Saved Searches in the Navigatin view. Yu can run a search frm this view by right-clicking the search and chsing Execute query. Results are shwn n a new tab in the Advanced Search view. Run a saved search 1. T display yur searches, d ne f the fllwing: In the Navigatin view, click My Saved Searches. In the Flder View, expand My Saved Searches. 2. Right-click the search and chse Execute query. In the Navigatin view, yu can als rest the pinter n the search t display a right arrw, and then click the arrw t execute the query. PLM00112 H Client fr Micrsft Office Guide 3-3

54 Chapter 3 Searching in Teamcenter Delete a saved search 1. D ne f the fllwing: On the Teamcenter tab, click the Search buttn t display the Advanced Search view. In the Navigatin view r the Flder View, d the fllwing: a. Click the dwn arrw t the right f the bx at the tp f the view t display a list. b. Select Advanced Search t display the Advanced Search view. 2. On the Queries tab, click Save t display the Add Search t My Saved Searches dialg bx. 3. Select the search in the My Saved Searches list, and then click Delete. A message asks yu t cnfirm that yu want t delete the search. 4. Click Yes. The search name is remved frm under the My Saved Searches nde in the Navigatin view. 3-4 Client fr Micrsft Office Guide PLM00112 H

55 Chapter 4 Reserving Teamcenter bjects Checking ut and reserving Teamcenter bjects Setting the checkut cnfirmatin mde Check ut an Office dataset Transfer a check-ut t anther user Check in an bject Cancel a checkut fr an bject View the checkut histry f an bject PLM00112 H Client fr Micrsft Office Guide

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57 Chapter 4 Reserving Teamcenter bjects Checking ut and reserving Teamcenter bjects By checking an bject ut f Teamcenter, yu reserve access t the bject s that nly yu can mdify it. Only yur Teamcenter system administratr can verride that reservatin. Tip In the Teamcenter rich client, the symbl fr the checkut displays when yu select the dcument and chse Tls Refresh. Fr mre infrmatin abut Teamcenter bjects, see Getting Started with Teamcenter. Yu retain explicit checkut privileges n the bject until yu d ne f the fllwing: Check in the bject t unlck it in Teamcenter. When yu are finished with yur mdificatins, checking in the bject releases it s that it is available t ther users. Cancel the checkut t release the bject. If yu mdify the bject and then cancel the checkut, changes are discarded. Transfer the checked ut bject t anther user. If yu have an bject checked ut, yu can transfer the checked ut bject t a different user s that user can make mdificatins t the bject. The new user needs t check the bject in after the mdificatins are cmplete s it is available t ther users. The Transfer Check-Out ptin is unavailable fr bjects that are nt checked ut. Als, yu can view the checkut and checkin histry f an bject. A checkut histry lists such infrmatin as the users wh have checked ut the bject and when, the bject s current reservatin status, and any cmments prvided abut the checkut peratins. Setting the checkut cnfirmatin mde Yu can limit r eliminate checkut cnfirmatin by setting certain Teamcenter preference cmbinatins. The Teamcenter Check-In/Out pane and the Check-Out dialg bx display the Dn t shw cnfirmatin dialg again check bx when the fllwing cmbinatin is set: PLM00112 H Client fr Micrsft Office Guide 4-1

58 Chapter 4 Reserving Teamcenter bjects The Cnfirmatin_shwn_n_reservatin_dialgs preference value is true. The Cnfirm_checkut_suppressed preference value is true. When yu select the Dn t shw cnfirmatin dialg again checkbx, subsequent checkuts ccur withut cnfirmatin. All checkuts ccur withut cnfirmatin when the fllwing cmbinatin is set: The Cnfirmatin_shwn_n_reservatin_dialgs preference value is true. The Cnfirm_checkut_suppressed preference value is false. With this cmbinatin, the fllwing are nt displayed: The Optinal Parameters sectin in the Teamcenter Check-In/Out pane The Check-Out dialg bx If yu have questins abut preferences, cnsult yur Teamcenter administratr. Check ut an Office dataset 1. D ne f the fllwing: In the Flder View, navigate t and select the dataset. Yu can select and check ut multiple datasets simultaneusly. Tip A symbl displayed next t the dataset indicates that it is already checked ut. T see which user wns the reservatin, yu can select the dataset and d ne r bth f the fllwing: Click the Check-In/Out buttn n the Teamcenter tab, and chse Check-Out Histry in the Teamcenter Check-In/Out view. Click the Prperties buttn n the Teamcenter tab t display the Prperties Display view. The Checked Out By value shws the user. If the dataset is in Teamcenter, pen the dataset. Click the Search buttn t search fr the dataset and select the dataset yu want t check ut. 2. On the Teamcenter tab, click the Check-In/Out buttn t display the Teamcenter Check-In/Out view. 4-2 Client fr Micrsft Office Guide PLM00112 H

59 Reserving Teamcenter bjects The dataset name displays belw the title bar in the Teamcenter Check-In/Out view. Tip T the right f the dataset name, a right arrw displays if the pen dataset is in Teamcenter. Yu can click the right arrw t switch between the pen dataset and the dataset selected in the Navigatin view. The dataset named belw the title bar is the target fr the checkut. 3. In the Teamcenter Check-In/Out view, click Check-Out. The Optinal Parameters sectin displays. In the Change ID bx, type an ptinal identifier fr the checkut. In the Cmments bx, type an ptinal reasn fr the checkut. Teamcenter preferences can be set t bypass the Optinal Parameters sectin. Fr mre infrmatin, see Setting the checkut cnfirmatin mde. 4. Click Yes t cnfirm the checkut. A symbl appears t the right f the dataset name in the Flder View. The dataset is lcked in Teamcenter and can be mdified nly by yur user name. Tip In the Teamcenter rich client, the check mark ( ) displays when yu select the dcument and chse Tls Refresh. Yu can select ther datasets in the Flder View fr actins in the Teamcenter Check-In/Out view. Transfer a check-ut t anther user 1. Chse ne f the fllwing methds t display the Teamcenter Check-In/Out view: If the Office dataset is pened fr the checkut that yu want t transfer, click the Teamcenter tabfitasks grupficheck-in/out buttn. Fr mre infrmatin abut pening Office datasets, see Opening cre Office datasets frm Client fr Office. In the Office applicatin, click the Teamcenter tabfinavigatin and View grupfinavigate buttn and chse Flder View. a. Navigate t the flders cntaining yur checked ut Office datasets yu want t transfer t a different user. b. Select ne r mre Office datasets that yu want t transfer t a different user. Tip Press the Ctrl key t select mre than ne Office dataset. PLM00112 H Client fr Micrsft Office Guide 4-3

60 Chapter 4 Reserving Teamcenter bjects c. Right-click and chse Check In/Out. 2. In the Teamcenter Check-In/Out view, click Transfer Check-Out. 3. In the In the Select New User dialg bx, click next t the New User bx t display the Teamcenter user IDs. 4. In the Find New User dialg bx, chse ne f the fllwing t select the new user: Under the Display Name heading, duble-click the user ID. Type the user ID yu want t search fr in the query bx and click the buttn t search. The user ID displays as the new user. 5. Click Yes t transfer the checkut r N t cancel. Check in an bject T see the symbl fr a checked ut bject in the Teamcenter rich client, yu may need t select the bject and chse Tls Refresh. 1. On the Teamcenter tab, click the Check-In/Out buttn t display the Teamcenter Check-In/Out view. Yu can select and check in multiple dcuments simultaneusly. 2. In the Flder View, navigate t and select the bject t check in. The selected bject s name displays belw the title bar in the Teamcenter Check-In/Out view. Tip T the right f the bject name, a right arrw displays if the pen dcument is in Teamcenter. Yu can click the right arrw t switch between the selected bject and the pen dcument. The bject r dcument named belw the title bar is the target bject fr the checkin. 3. In the Teamcenter Check-In/Out view, click Check-In. The Cnfirm actin sectin displays, with a message asking if yu want t cntinue with the checkin. A warning message appears n checkin f a dcument in read-nly mde. Any changes made t the dcument are nt saved, and yu must clse the read-nly file and pen the file in Open and Check-Out File mde. 4. Click Yes. 4-4 Client fr Micrsft Office Guide PLM00112 H

61 Reserving Teamcenter bjects The symbl is remved frm the right f the bject s name in the Flder View. The bject is unlcked in Teamcenter. Tip In the Teamcenter rich client, the symbl displays when yu select the dcument and chse Tls Refresh. Yu can select anther bject in the Flder View fr actins in the Teamcenter Check-In/Out view. Cancel a checkut fr an bject Cautin If yu mdify a checked ut bject and then cancel the checkut, yur mdificatins are nt applied in Teamcenter. 1. On the Teamcenter ribbn, click the Check-In/Out buttn t display the Teamcenter Check-In/Out view. 2. In the Flder View, navigate t and select the bject. Yu can select multiple bjects simultaneusly. The selected bject s name displays belw the title bar in the Teamcenter Check-In/Out view. Tip T the right f the bject name, a right arrw displays if the pen dcument is in Teamcenter. Yu can click the right arrw t switch between the selected bject and the pen dcument. The bject named belw the title bar is the target bject fr the cancellatin. 3. In the Teamcenter Check-In/Out view, click Cancel Check-Out. The Cnfirm actin sectin displays, with a message asking if yu want t cancel the checkut and warning that all dataset changes will be lst. 4. T cntinue, click Yes. Warning This actin reverses any changes t the bject since it was last checked ut. The symbl is remved frm the right f the bject s name in the Flder View. The bject is unlcked in Teamcenter. View the checkut histry f an bject 1. On the Teamcenter ribbn, click the Check-In/Out buttn t display the Teamcenter Check-In/Out view. 2. In the Flder View, navigate t and select the bject. PLM00112 H Client fr Micrsft Office Guide 4-5

62 Chapter 4 Reserving Teamcenter bjects Checkut histry is unavailable fr multiple bject selectins. The selected bject s name displays belw the title bar in the Teamcenter Check-In/Out view. Tip T the right f the bject name, a right arrw displays if the pen dcument is Teamcenter. Yu can click the right arrw t switch between the selected bject and the pen dcument. The bject named belw the title bar is the bject fr which the histry is displayed. 3. In the Teamcenter Check-In/Out view, click Check-Out Histry. The Check-Out Histry sectin displays, with a prperty table cntaining the fllwing infrmatin fr each transactin: Date/Time shws when the transactin ccurred. Activity shws whether the transactin was a checkut, a checkin, a canceled checkut, r a transferred checkut. User shws the user ID under which the transactin ccurred. Change ID shws the transactin s identifier, if entered by the user. Cmments shws an explanatin f the transactin, if entered by the user. 4-6 Client fr Micrsft Office Guide PLM00112 H

63 Chapter 5 Managing requirements Managing requirements in Wrd Displaying the requirements pane in Wrd Exprting fr requirement structure editing in Wrd Lad a structure in the Requirements pane Save a live Wrd exprt dcument fr ffline editing Accumulate changes in an ffline live Wrd dcument Synchrnize an ffline live Wrd dcument with Teamcenter Navigate the bject and dcument structure Editing requirement structures Create a requirement specificatin Create a requirement r a paragraph Mve a requirement r a paragraph Prmte r demte an bject Mve an bject within a level Create trace links between bjects Editing bject prperties Prperties with prject-based lists f values (LOVs) Accessing requirement cntent thrugh URLs in Wrd exprt files Remve a requirement r paragraph frm a structure Cmmit changes t Teamcenter Revising released bjects in a requirement structure What is the Revise peratin prcess? Revising a single element Revising parent ndes t the tp f the structure Revise peratin errr cnditins Mark requirement structure elements fr revisin Unmark requirement structure elements fr revisin Cpying released bjects in a requirement structure What is the Save As peratin prcess? Cpying a single element Cpying parent ndes t the tp f the structure Cpying elements cntaining trace links Save As peratin errr cnditins Mark requirement structure elements fr cpying Unmark requirement structure elements fr cpying PLM00112 H Client fr Micrsft Office Guide

64 Initiate a wrkflw prcess fr a requirement r paragraph Cnvert a live Wrd dcument t the static state Client fr Micrsft Office Guide PLM00112 H

65 Chapter 5 Managing requirements Managing requirements in Wrd Yu can exprt Systems Engineering requirement structures t Micrsft Wrd using the Teamcenter live Wrd capability in Client fr Office. Prviding yu have the apprpriate access rights, this peratin allws yu t use Wrd as a user interface fr editing requirements, including requirement structures. If a requirement specificatin cntains child requirement specificatins, the nested requirement specificatins are als exprted t Wrd and yu can edit the child specificatins like any ther element in the requirement structure. Yu exprt a requirements structure by selecting the requirement structure in Teamcenter that yu want t exprt, and chsing any f the fllwing methds: Chse TlsfiExprtfiObjects t Wrd. Click the Exprt Objects t Wrd buttn. Fr mre infrmatin abut exprting Systems Engineering data t Micrsft Office Wrd, see the Systems Engineering Guide. Yu generate an interactive live Wrd dcument by exprting requirement data with the Live Integratin with Wrd ptin selected in the Exprt t Wrd dialg bx. When yu wrk ffline, yu can stre the live Wrd dcument ffline frm Teamcenter, fr example, n yur lcal file system r n a shared drive. Althugh the ffline dcument is temprarily discnnected frm Teamcenter, yu can use it t accumulate structure edits until yu recnnect it and cmmit the changes interactively. Fr mre infrmatin, see Save a live Wrd exprt dcument fr ffline editing, Accumulate changes in an ffline live Wrd dcument, and Synchrnize an ffline live Wrd dcument with Teamcenter. Yu can use the Requirements pane t: Navigate the structure and edit the requirement hierarchy in live Wrd. Fr mre infrmatin, see Navigate the bject and dcument structure and Editing requirement structures. Lad ther structures fr editing in live Wrd. Fr mre infrmatin, see Lad a structure in the Requirements pane. Rute structure bjects t yur Teamcenter wrkflw. Fr mre infrmatin, see Initiate a wrkflw prcess fr a requirement r paragraph. PLM00112 H Client fr Micrsft Office Guide 5-1

66 Chapter 5 Managing requirements Run a simple search t find Teamcenter bjects. Fr mre infrmatin, see Run a simple search. Mark released elements fr revisin in the requirement hierarchy t create new revisins f the elements. Fr mre infrmatin, see Revising released bjects in a requirement structure. Mark released elements fr cpy in the requirement hierarchy t create new cpies f the elements. Fr mre infrmatin, see Cpying released bjects in a requirement structure. If yu are wrking nline and cnnected t Teamcenter, the changes t the requirement structures in Wrd are cmmitted t Teamcenter when yu save the dcument. A nde that is pending any changes in Teamcenter displays a red asterisk (*) next t the requirement bject in the Requirements pane and is marked pending fr change fr any f the fllwing cnditins: The prperties f the requirement bject were mdified. Bdy text prperties that represent rich text cntent are always marked as pending fr change. The requirement structure was manipulated by adding r mving ndes. If yu are wrking ffline, when yu clse the ffline dcument in Wrd and any ndes exist in the requirement structure that are pending changes, yu are prmpted t save the dcument again, even if yu have previusly saved it. T unmark all pending changes, yu must cnnect t Teamcenter and save the dcument t cmmit the changes t Teamcenter. Fr mre infrmatin abut cmmitting changes t Teamcenter, see Cmmit changes t Teamcenter. Fr mre infrmatin abut exprting Systems Engineering data t Micrsft Office Wrd, see the Systems Engineering Guide. Teamcenter live Wrd and the Client fr Office Requirements pane are available nly fr the fur-tier Teamcenter cnfiguratin. Displaying the requirements pane in Wrd In Wrd, yu can display a requirements pane that cntains the bject hierarchy f the requirement specificatin structure. The requirements pane enables yu t navigate and edit the requirement structure. The fllwing figure shws a requirement structure in Wrd laded in the requirements pane. 5-2 Client fr Micrsft Office Guide PLM00112 H

67 Managing requirements Yu can display the requirements pane in Wrd using any f the fllwing methds: Exprt a Systems Engineering requirement structure t Micrsft Wrd using live Wrd. Yu must select the Exprt fr structure editing and wrk ffline ptin fr the exprt. Fr mre infrmatin abut this ptin, see Exprting fr requirement structure editing in Wrd. Fr mre infrmatin abut exprting Systems Engineering data t Micrsft Office Wrd, see the Systems Engineering Guide. Open and lad a Teamcenter requirement structure frm the Teamcenter ribbn in Wrd. Fr mre infrmatin abut this ptin, see Lad a structure in the Requirements pane. Yu set the Wrd_Shw_Display_Name preference t cnfigure the display name f the requirement elements laded in the requirements pane. Fr infrmatin abut the Wrd_Shw_Display_Name preference, see the Preferences and Envirnment Variables Reference Guide. Exprting fr requirement structure editing in Wrd When yu exprt a Systems Engineering requirement structure t Micrsft Wrd using live Wrd yu can use Wrd as a user interface fr editing requirements, including requirement structures. If yu select the Exprt fr structure editing and PLM00112 H Client fr Micrsft Office Guide 5-3

68 Chapter 5 Managing requirements wrk ffline ptin fr the exprt, Wrd prvides a structure pane fr navigating and changing requirements. As the fllwing figure shws, when yu select the Exprt fr structure editing and wrk ffline ptin, a Requirements pane displays in the ffline dcument shwing the tree representing the bject hierarchy f the exprted structure. Fr mre infrmatin abut exprting Systems Engineering data t Micrsft Office Wrd, see the Systems Engineering Guide. Lad a structure in the Requirements pane Frm the Teamcenter ribbn in Wrd, chse any f the fllwing methds t lad a requirement structure in the requirements pane: 5-4 Client fr Micrsft Office Guide PLM00112 H

69 Managing requirements T lad a structure Frm the Navigatin and View grupfinavigatefi Brwse pane D this 1. Click Requirements Management t display the list f recently pened specificatins. 2. Click the specificatin that yu want t lad. The Lad Structure dialg bx displays. 3. D ne f the fllwing: T lad the requirement hierarchy and display the related cntent in the dcument windw, select Lad structure with cntents. A requirement s level and psitin in the structure matches the related cntent s heading number and lcatin in the dcument windw. Yu can select a requirement in the structure t navigate t its cntent in the dcument windw. T lad nly the requirement hierarchy, select Lad structure nly. Frm the Navigatin and View grupfinavigatefi Flder pane Frm the Advanced Search pane Yu can right-click a requirement in the structure and chse Open t display the related cntent in a new dcument windw. Right-click the specificatin and chse Open. The Requirements pane pens with the specificatin s requirement hierarchy laded. On the Item ID tab, right-click the specificatin and chse Open. The related cntent pens in a new dcument windw and the Requirements pane displays the specificatin s requirement hierarchy. Save a live Wrd exprt dcument fr ffline editing 1. In the new exprt dcument, click the Wrd Office buttn and chse Save As. The Wrd Save As dialg bx displays. 2. In the Save in list, select the lcatin where yu want t stre the ffline dcument. Fr example, yu can select a flder n yur lcal file system r a shared drive n yur netwrk. PLM00112 H Client fr Micrsft Office Guide 5-5

70 Chapter 5 Managing requirements 3. In the Save as type list, select a file type that is cnsistent with the Open XML frmat, such as.dcm r.dcx. A Save dialg appears indicating that saving the dcument in an unsupprted file frmat will result in the lss f Teamcenter integratin. Live Wrd supprts file types fr the Open XML frmat nly. With any ther file type, such as.dc, the dcument lses its live capability and becmes permanently static. 4. In the Save dialg bx, click OK. The dcument is saved as an ffline dcument. When yu clse the dcument, it retains its live Wrd capability althugh it is nt currently cnnected t Teamcenter. When yu repen the ffline dcument, yu can d either f the fllwing: Accumulate changes pending cnnectin t Teamcenter at a later time. Fr mre infrmatin, see Accumulate changes in an ffline live Wrd dcument. Cnnect t Teamcenter and synchrnize changes with the crrespnding structure. Fr mre infrmatin, see Synchrnize an ffline live Wrd dcument with Teamcenter. Accumulate changes in an ffline live Wrd dcument Cautin Befre pening an ffline dcument, ensure that n ther live Wrd dcument is pen and cnnected t Teamcenter. If a dcument is cnnected, the ffline mde cannt be used because the same cnnectin is shared amng all live Wrd dcuments. 1. Frm yur lcal file system, pen the ffline live Wrd dcument. An ffline dcument is stred utside f Teamcenter, fr example, n yur desktp r n a shared drive. Fr mre infrmatin, see Save a live Wrd exprt dcument fr ffline editing. A message asks if yu want t cnnect t Teamcenter. 2. Click N. A message states that the dcument is nt cnnected t Teamcenter and will remain in ffline mde. 3. T accumulate yur changes, click the Wrd Office buttn and chse Save, click the Save buttn n the Wrd Quick Access tlbar, r press Ctrl+S. 5-6 Client fr Micrsft Office Guide PLM00112 H

71 Managing requirements If yu navigate t a cntent cntrl in an ffline live Wrd dcument, the Save dialg bx appears when yu try t clse the dcument. The dialg bx appears whether yu save changes previusly r whether yu d nt change any cntent. Click N t dismiss the dialg bx and clse the dcument. The changes are stred with the ffline dcument pending cnnectin t Teamcenter at a later time. Fr mre infrmatin, see Synchrnize an ffline live Wrd dcument with Teamcenter. Synchrnize an ffline live Wrd dcument with Teamcenter The dcument is nt available fr editing until synchrnizatin is cmplete. The dcument cannt be synchrnized with bjects that were added t the crrespnding structure after the riginal exprt. 1. Frm yur lcal file system, pen the ffline live Wrd dcument. An ffline dcument is stred utside f Teamcenter, fr example, n yur desktp r n a shared drive. Fr mre infrmatin, see Save a live Wrd exprt dcument fr ffline editing. If n ther live Wrd dcument is pen and cnnected t Teamcenter, a message asks if yu want t cnnect t Teamcenter. Click Yes. If the Teamcenter Lgin dialg bx displays, enter yur Teamcenter user name and passwrd, and then click Lgin. The Synchrnize dialg bx displays. If anther live Wrd dcument is pen and cnnected t Teamcenter, the Synchrnize dialg bx displays. Teamcenter shares the same cnnectin amng all live Wrd dcuments. 2. D ne f the fllwing: T cmmit changes pending in the dcument, select Cmmit my changes t Teamcenter, and then synchrnize. T vid changes pending in the dcument, select Ignre my changes, and take latest frm Teamcenter. Cautin The preceding ptin verwrites the dcument cntent with the current data in the crrespnding structure. PLM00112 H Client fr Micrsft Office Guide 5-7

72 Chapter 5 Managing requirements 3. Click Synchrnize. 4. In the Save dialg bx, ptinally click the bx next Save and Check In t release nly thse bjects that yu checked ut frm Teamcenter during the Wrd exprt prcess. The Save and Check In ptin is unavailable if: Yu did nt check ut the bjects. The bjects were checked ut after the exprt dcument was generated. 5. Click OK. If yu are cmmitting pending changes, Teamcenter cmpares the changes against the crrespnding bjects t identify cnflicts with ther users actins. The Checked ut bjects warning dialg bx displays if bjects with changes pending were checked ut by ther users after the riginal exprt. Reslve the checkut cnflicts by ding ne f the fllwing: T view the bjects, select Stp saving and shw me the bjects checked ut. The Checked ut bjects fund dialg bx lists the bjects. T discard the changes t the checked-ut bjects and cmmit all ther changes, select Ignre checked-ut bjects and cntinue saving. T keep the changes pending, fr example, until the bjects are checked in, select D nt save at this pint. I will save this dcument later. The Mdified bjects warning dialg bx displays if bjects with changes pending were changed in Teamcenter by ther users after the riginal exprt. Reslve the edit cnflicts by ding ne f the fllwing: T view the cnflicting bjects and specify which nes t verwrite: a. Select Stp saving and shw me the bjects that are mdified. The Cnflicting bjects fund dialg bx displays. b. Select the bjects whse Teamcenter changes yu want t verwrite, and then click OK. T verwrite all Teamcenter changes, select Ignre mdified bjects and cntinue saving. T save all dcument changes in nncnflicting new item revisins, select Create new revisins f cnflicting bjects and cntinue saving. The synchrnizatin prcess begins if n cnflicts exist. a. Pending changes are applied t the bjects in Teamcenter. b. The dcument is updated with any changes t ther bjects in the structure since the dcument was last saved. 5-8 Client fr Micrsft Office Guide PLM00112 H

73 Managing requirements If yu are viding pending changes, the dcument is verwritten with the current data frm the crrespnding structure. Dcument verwrites d nt include data fr bjects that were added after the riginal exprt. While the dcument is pen, yu can: Edit the updated cntent and cmmit the changes t Teamcenter. Fr mre infrmatin, see Cmmit changes t Teamcenter. Stre the dcument ffline and accumulate further changes. Fr mre infrmatin, see Save a live Wrd exprt dcument fr ffline editing and Accumulate changes in an ffline live Wrd dcument. Navigate the bject and dcument structure T navigate t Objects at undisplayed levels in the Requirements pane Specific cntent in the Wrd dcument windw A specific bject in the Teamcenter thin client Requirement cntent bdy text in a live Wrd exprt file D this At the left f the parent bject, click the arrw. The Requirements pane displays the child bjects at the next lwer level. Select the bject whse cntent yu want t find. Client fr Office lcates and highlights the cntent in the dcument windw. In the Requirements pane, right-click the bject and chse Gt Object. If the Teamcenter Lgin dialg bx displays, enter yur Teamcenter user name and passwrd, and then click Lgin. The thin client lcates and highlights the bject in My Teamcenter. A Wrd r live Wrd exprt file includes the prperties and prperty values fr selected requirements exprted frm Teamcenter. Yu may receive a Wrd r live Wrd exprt file fr review r edit by a link in an message, attached t an message, r stred n a shared drive. A live Wrd exprt file may include a link t bdy text. In this case, click the link t access and review r edit the requirement cntent. Any updates yu make and save t the requirements cntent in a live Wrd exprt file are reflected in the Teamcenter Details view fr the requirement bject. PLM00112 H Client fr Micrsft Office Guide 5-9

74 Chapter 5 Managing requirements Editing requirement structures A requirement specificatin is a cntainer fr requirements and paragraphs. These bjects can be structured in hierarchy f parent, child, and sibling relatinships. With Client fr Office, yu can use Micrsft Office Wrd t build requirement structures in Systems Engineering by perfrming any f the fllwing: Build a structure manually in the Requirements pane and the dcument windw. Build a structure autmatically by imprting a Wrd dcument as a new requirement specificatin. The fllwing table shws the ptins fr manipulating requirement structures and the supprted dcument mdes. Optins fr manipulating requirement structures Creating new requirement specificatins. Creating and cpying requirements and paragraph bjects. Mving requirements and paragraph bjects by cutting and pasting. Prmting and demting requirements and paragraph bjects t higher and lwer levels. Remving requirements and paragraph bjects frm structures. Rearranging requirements and paragraph bjects within a level. Creating trace links between bjects. Editing bject prperties. Initiating wrkflw prcesses fr selected bjects. Dcument mde Online and cnnected t Teamcenter. Offline r nline Offline r nline Offline r nline Offline r nline Offline r nline Online and cnnected t Teamcenter. Offline r nline Online and cnnected t Teamcenter. Yu cannt change requirement bjects in the structure that are lcked fr edit. The requirement bject in the exprted Wrd dcument is lcked fr edit fr the fllwing cnditins: Yu d nt have write access t the bject. The bject is at a released state and is nt mdifiable. The bject is checked ut by anther user. The lcked symbl displays n the symbl next t the bject indicating the element is lcked fr edit Client fr Micrsft Office Guide PLM00112 H

75 Managing requirements As the fllwing figure shws, in the requirements pane in Wrd, the symbl displays next t the Req1/A;1 Task Reqts requirement indicating it is lcked fr edit because anther user has it checked ut. Spec1/A;1 Rbt Reqts Req1/A;1 Task Reqts Create a requirement specificatin Cautin Yu cannt create a requirement specificatin in a Wrd dcument that is discnnected frm Teamcenter. Fr mre infrmatin, see Save a live Wrd exprt dcument fr ffline editing and Synchrnize an ffline live Wrd dcument with Teamcenter. 1. Open a new Micrsft Office Wrd dcument. 2. On the Teamcenter tab, click the Specificatins buttn and chse New. The Create Specificatin dialg bx displays. 3. In the Select Specificatin type bx, select RequirementSpec. 4. In the Specificatin Name bx, enter a specificatin name. 5. Click OK. The Requirements pane pens and displays the requirement specificatin. Create a requirement r a paragraph T create a requirement r paragraph In the Requirements Management pane D this Warning D nt use the New buttn n the Teamcenter tab f the Office ribbn. The New buttn des nt supprt requirement bjects r their subtypes. Assign the bject s subtype and set its structure level by ding ne f the fllwing: T accept the default subtype, right-click the intended parent bject and chse New. If the parent is the peak requirement specificatin, the default subtype is Requirement. PLM00112 H Client fr Micrsft Office Guide 5-11

76 Chapter 5 Managing requirements T create a requirement r paragraph D this If the parent is a requirement r paragraph bject, the default subtype is the same as the parent s subtype. The new bject displays belw the parent in the Requirements pane and in the dcument. T change the name, yu can right-click the bject and chse Rename. The Rename cmmand is nly available fr new bjects. T assign a different subtype: 1. Right-click the intended parent bject and chse New... The parent can be the peak requirement specificatin r a lwer level requirement r paragraph bject. The Create New dialg bx displays. 2. Select the subtype in the Select Type list, and type the bject name in the Name bx. 3. Click OK. By cpying an existing bject The new bject displays belw the parent in the Requirements pane and in the dcument. T change the name, yu can right-click the bject and chse Rename. 1. In the Requirements pane, right-click the surce bject and chse Cpy. The bject is marked fr cpying. Child bjects are nt cpied with the surce bject. 2. Right-click the target parent bject and chse Paste as New. The new bject appears belw the parent and the surce bject marking is remved. A new bject is nt created if yu cpy an bject s cntent cntrl in the Wrd dcument windw. The 5-12 Client fr Micrsft Office Guide PLM00112 H

77 Managing requirements T create a requirement r paragraph D this cpy becmes static where it is pasted and is nt added t the Bdy Text prperty f the target bject. Mve a requirement r a paragraph 1. In the Requirements pane, right-click the requirement r paragraph bject yu want t mve and chse Cut. 2. Right-click the target parent bject where yu want t mve the requirement r paragraph bject and chse Paste. The requirement r paragraph bject appears belw the selected parent and is remved frm the riginal lcatin. Prmte r demte an bject Yu cannt prmte r demte an bject by mving its cntent cntrl in the dcument windw. Yu cannt prmte r demte an bject that is the nly ne at its current level. Children f a prmted r demted bject remain with the parent at its new level. T change the structure level f a requirement r paragraph bject, d ne f the fllwing in the Requirements pane: Fr the next higher level, right-click the bject and chse Prmte. Fr the next lwer level, right-click the bject and chse Demte. The bject ccupies the last psitin at the new level in the Requirements pane. In the dcument windw, the bject s main cntent cntrl mves t the crrespnding lcatin. Mve an bject within a level Yu cannt mve an bject by mving its cntent cntrl in the dcument windw. Yu cannt mve an bject that is the nly ne at its current level. Children f a mved bject remain with the parent in its new psitin. In the Requirements pane, d ne f the fllwing: T mve an bject up by ne psitin, right-click the bject and chse Mve Up. PLM00112 H Client fr Micrsft Office Guide 5-13

78 Chapter 5 Managing requirements T mve an bject dwn by ne psitin, right-click the bject and chse Mve Dwn. The bject ccupies the next available psitin at the same level in the Requirements pane. In the dcument windw, the bject s main cntent cntrl mves t the crrespnding psitin. Create trace links between bjects Trace link features are available nly if: The Wrd dcument is cnnected t Teamcenter. Fr mre infrmatin, see Synchrnize an ffline live Wrd dcument with Teamcenter. The Tracelink Mde check bx is selected in the Teamcenter Optins dialg bx. Chse Edit Optins in Teamcenter t display the Optins dialg bx. 1. In the Requirements pane, d ne f the fllwing: Fr a single defining bject, right-click the bject and chse Start Trace Link. The trace link fr a single defining bject can target ne r mre cmplying bjects. Fr multiple defining bjects, hld dwn Ctrl r Shift while selecting the bjects, and then right-click the selectin and chse Start Trace Link. The trace link fr multiple defining bjects can target nly ne cmplying bject. 2. In the Requirements pane, right-click the cmplying bject r multiple bject selectin, and then d ne f the fllwing: T accept the default trace link subtype and name, chse End Trace Link. T assign a custm trace link subtype and name: a. Chse End Trace Link Subtype t display the Create Trace Link Subtype dialg bx. All trace link subtypes are displayed. b. In the list n the left, select the subtype t assign t each trace link. c. In the Name bx, type the name t assign t each trace link. Yu can type ptinal additinal infrmatin in the Descriptin bx. A trace link symbl appears fr each defining and cmplying bject. Editing bject prperties When requirement and paragraph bjects are exprted frm Teamcenter t Micrsft Office Wrd, the selected bject template determines the prperties that are included 5-14 Client fr Micrsft Office Guide PLM00112 H

79 Managing requirements in the utput dcument. Teamcenter extracts the prperty values t Wrd cntent cntrls in the dcument windw. Tip T find the main cntent cntrl fr a requirement r paragraph bject, select the bject in the Requirements pane. Client fr Office highlights the cntent cntrl in the dcument windw. With the default bject template applied, the utput Wrd dcument cntains the fllwing Teamcenter prperty values fr each requirement and paragraph bject: The Name prperty value is the bject name. This value is frmatted in a Wrd heading style with a numbered utline level. The heading ccupies a nested cntent cntrl at the tp f the main cntent cntrl fr the bject. If yu edit the heading, the Requirements pane displays a red asterisk (*) t the right f the bject. The asterisk indicates that changes are pending fr the bject. The Bdy Text prperty value is the rich text cntent f the requirement r paragraph bject. If yu are wrking in a live Wrd exprt file, it may include a URL link t bdy text. In this case, click the link t access and review r edit the requirement cntent. This value is frmatted in a Wrd paragraph style. Each Wrd paragraph ccupies a nested cntent cntrl within the main cntent cntrl fr the bject. If yu place the cursr within the nested cntent cntrl, the Requirements pane displays a red asterisk (*) t the right f the bject. The asterisk indicates that changes are pending fr the bject. Hwever, the asterisk appears whether r nt yu edit the Bdy Text prperty value. Wrd cntent cntrls d nt supprt multiple selectin f LOV values that are defined in arrays. Only ne value can be selected per array. Fr mre infrmatin, see Prperties with prject-based lists f values (LOVs). Yu can change, cpy, mve, r delete a value by placing the cursr inside the related cntent cntrl and using Wrd editing features. Any updates yu make and save t the requirements cntent in live Wrd are reflected in Teamcenter. Edits are nt applied t the crrespnding bjects until yu cmmit the changes t Teamcenter. Yu can cancel the edits by clsing the dcument withut saving it. PLM00112 H Client fr Micrsft Office Guide 5-15

80 Chapter 5 Managing requirements Fr mre infrmatin, see Cmmit changes t Teamcenter. Cautin Edits made utside f a cntent cntrl are nt applied t bjects in Teamcenter. Such edits becme static cntent in the dcument. A new bject is nt created if yu cpy an bject s main cntent cntrl in the Wrd dcument windw. The cntent becmes static where it is pasted in the dcument. Prperties with prject-based lists f values (LOVs) Object prperty values in a Wrd exprt dcument may include prject-based lists f values (LOVs) fr the bject. If the list is a prject-based LOV, a different list f chices may appear fr ne bject than anther. This ccurs if the bjects are assigned t different prjects and the applicable prjects have a different list f values fr the same prperty. Wrd cntent cntrls d nt supprt multiple selectin f LOV values that are defined in arrays. Only ne value can be selected per array. Fr infrmatin abut setting up prject-based LOVs, see the Business Mdeler IDE Guide. Accessing requirement cntent thrugh URLs in Wrd exprt files The live Wrd exprt file fr a requirement structure may include a link t the requirement cntent fr the exprted requirement revisin bject. T include a link t the requirement cntent in the live Wrd exprt file, the exprt template yu use when exprting the requirement revisin bject must include the bdy text URL run-time prperty, fnd0_bdy_text_rule. Click the bdy text link in the live Wrd exprt file t access and edit r view the requirement cntent. Any updates yu make t the requirement cntent, and save t the linked bdy text file, are als updated in Teamcenter and appear in the Details view. Fr mre infrmatin abut exprting requirements structures t Wrd, see the Systems Engineering Guide. Fr mre infrmatin abut specificatin exprt templates and bject exprt templates, see the Applicatin Administratin Guide. Remve a requirement r paragraph frm a structure Cautin This prcedure als remves all lwer level bjects belw the requirement r paragraph. This prcedure des nt delete the bject and its subrdinates frm Teamcenter but nly remves them frm the structure. The bject is nt remved frm the structure if yu delete the related cntent frm the Wrd dcument windw Client fr Micrsft Office Guide PLM00112 H

81 Managing requirements In the Requirements pane, right-click the requirement r paragraph and chse Mark fr Deletin. A red strike-thrugh marks the fllwing: The selected bject in the Requirements pane The related cntent in the Wrd dcument windw All lwer level bjects in the Requirements pane and their cntent in the dcument windw The marked bjects are remved frm the structure when yu cmmit changes t Teamcenter. Fr mre infrmatin, see Cmmit changes t Teamcenter. Until yu cmmit the changes, yu can und the strike-thrugh by right-clicking the bject and chsing Unmark fr Deletin. Cmmit changes t Teamcenter 1. In the Wrd dcument, click the Wrd Office buttn and chse Save, click the Save buttn n the Wrd Quick Access tlbar, r press Ctrl+S. 2. In the Save dialg bx, ptinally click the bx next t Save and Check In t release nly thse bjects that yu checked ut frm Teamcenter during the Wrd exprt prcess. The Save and Check In ptin is unavailable if: Yu did nt check ut the bjects. The bjects were checked ut after the exprt dcument was generated. 3. Click OK. Teamcenter cmpares the changes against the crrespnding bjects t identify cnflicts with ther users actins. The Checked ut bjects warning dialg bx displays if bjects with changes pending were checked ut by ther users after the riginal exprt. Reslve the checkut cnflicts by ding ne f the fllwing: T view the checked ut bjects, click Details. The Cnflicting bjects fund dialg bx lists the bjects. T keep the changes pending, fr example, until the bjects are checked in, click Stp saving and click OK. T discard the changes t the checked ut bjects and cmmit all ther changes, click Ignre checked-ut bjects and cntinue saving and click OK. PLM00112 H Client fr Micrsft Office Guide 5-17

82 Chapter 5 Managing requirements The Mdified bjects warning dialg bx displays if bjects with changes pending were changed in Teamcenter by ther users after the riginal exprt. Reslve the edit cnflicts by ding ne f the fllwing: T view the mdified bjects, click Details. The Cnflicting bjects fund dialg bx lists the bjects. T verwrite nly specific mdified bjects: a. Click Details. b. In the Cnflicting bjects fund dialg bx, select nly the bjects whse Teamcenter changes yu want t verwrite, and click Clse. c. Click Ignre mdified bjects and cntinue saving and click OK. T verwrite all mdified bjects, select Ignre mdified bjects and cntinue saving and click OK. T keep the changes pending, fr example, until all mdified bjects are reslved, click Stp saving and click OK. The fllwing changes are applied in Teamcenter, if n cnflicts exist. a. Pending changes are applied t the bjects in Teamcenter. b. The dcument is updated with any changes t ther bjects in the structure since the dcument was last saved. Dcument updates d nt include data fr bjects that were added using Teamcenter after the riginal exprt. If an errr ccurs that prevents sme f the structure changes frm being saved when saving the dcument and cmmitting the changes t Teamcenter, all changes fr the structure are rlled back by Teamcenter. Revising released bjects in a requirement structure In Wrd, yu can display a requirements pane that cntains the bject hierarchy f the requirement specificatin structure. The requirements pane enables yu t navigate and change the requirement structure. Frm the requirements pane, yu can edit released requirement infrmatin by marking it fr Revise. Requirement infrmatin includes requirement specificatins, requirements, r paragraphs. The requirement elements must be released and nt mdifiable befre yu can mark them fr Revise. Fr requirement infrmatin in the requirements pane, yu can perfrm a Revise peratin that allws yu t: Create new revisins f existing released requirement infrmatin in Wrd. Make changes t the new infrmatin. Cmmit thse changes t Teamcenter by saving the Wrd dcument Client fr Micrsft Office Guide PLM00112 H

83 Managing requirements The requirement structure can be an imprecise r precise structure. Imprecise assemblies are dynamic structures f items. An imprecise assembly has links (ccurrences) t items f its cmpnents. Precise assemblies are fixed structures f specific item revisins. A precise assembly has links (ccurrences) t item revisins f its cmpnents. Fr mre infrmatin abut precise and imprecise structures, see the Structure Manager Guide. Depending n the cnditins met, when yu perfrm a Revise peratin n a selected released element, ne f the fllwing ccurs: Only the single selected element is marked fr Revise. Fr infrmatin abut revising a single element and the dependent cnditins, see Revising a single element. All the parent ndes t the tp f the structure, including the selected element, are marked fr Revise until an pen BOMview revisin (BVR) is fund. This nly ccurs fr precise requirement structures. Additinal cnditins must als be met fr this behavir t ccur in precise structures. Fr infrmatin abut revising parent ndes t the tp f the structure and the dependent cnditins, see Revising parent ndes t the tp f the structure. All elements belw the elements marked fr Revise are cpied by reference t the revised structure. Example Yu create and release a precise requirement structure named Prg1 fr an existing prduct prgram that cntains a set f requirements. The prgram has nw evlved, and yu nw want t revise and mdify the set f requirements fr the Req11 requirement. Because the element item revisin and its BOMview revisin (BVR) is released and nt mdifiable, when yu perfrm a Revise peratin n the Req11 element, it revises all the parent ndes until an pen BVR is fund in the structure. The fllwing figure shws the results after revising t the tp f the Prg1 requirement structure in Wrd frm the Req11 requirement. New revisins are created fr the Prg1 requirement specificatin, Req1 requirement, and the Req11 requirement. Yu can nw make changes t the revised requirements. PLM00112 H Client fr Micrsft Office Guide 5-19

84 Chapter 5 Managing requirements What is the Revise peratin prcess? The Revise peratin is a fur-step prcess: 1. Access Teamcenter requirement structure in Wrd. Display the requirements pane in Wrd using any f the fllwing methds: Exprt a Systems Engineering requirement structure t Micrsft Wrd using live Wrd. Yu must select the Exprt fr structure editing and wrk ffline ptin fr the exprt. Fr mre infrmatin abut this ptin, see Exprting fr requirement structure editing in Wrd. Fr mre infrmatin abut exprting Systems Engineering data t Micrsft Office Wrd, see the Systems Engineering Guide Client fr Micrsft Office Guide PLM00112 H

85 Managing requirements Open and lad a Teamcenter requirement structure frm the Teamcenter ribbn in Wrd. Fr mre infrmatin abut this ptin, see Lad a structure in the Requirements pane. 2. Mark fr Revise. In the requirement structure in Wrd, mark the requirement specificatin, requirement, r paragraph element fr Revise that yu want t revise and make changes t. The item revisin f the element must be lcked by being at a released state and nt mdifiable befre yu can mark the element fr Revise in the structure. The Revise cmmand is nt available fr elements that are pen. An element is cnsidered pen if it is: Nt at a released state. At a released state, but still mdifiable. Nt checked ut by anther user. Nt lcked by the access cntrl list (ACL). As the fllwing figure shws, when yu mark an element fr Revise in Wrd, the revise symbl displays next t the element in the Requirements pane. Spec1/A;1 Rbt Reqts Req1/A;1 Task Reqts Req2/A;1 Rbt Statin Because the mark fr Revise is a tggle, yu perfrm the same cmmand t unmark the marked element fr Revise. Yu cannt unmark fr Revise if the element cntains a child nde that is marked fr Save As, Revise, r Delete. The fllwing ccurs when yu unmark a marked element fr Revise: Any prperty r structural changes made t the marked element are nt saved t Teamcenter. The unmark des nt traverse the structure; nly the selected element is unmarked. 3. Make changes. After yu mark the requirement element fr Revise, the new revised element is nw available fr editing. Yu can nw make changes t new requirement infrmatin in Wrd. PLM00112 H Client fr Micrsft Office Guide 5-21

86 Chapter 5 Managing requirements Fr mre infrmatin abut editing requirement structures, see Editing requirement structures. 4. Cmmit the changes t Teamcenter. When yu save the dcument in Wrd, the changes are saved t Teamcenter. Yu cannt save an element that is marked fr Revise if the wrking element was revised in a different transactin befre saving the Wrd dcument. Yu receive an errr message that cnflicting bjects have been fund and the save cannt be cmpleted. In additin, nly ne wrking revisin can exist fr an item. Multiple wrking revisins are nt allwed if yu perfrm the Revise peratin frm Client fr Office. After yu save the dcument t Teamcenter, the fllwing ccurs: A new revisin f the element is created with a unique ID in accrdance with the deep cpy rules. Fr mre infrmatin abut deep cpy rules, see the Business Mdeler IDE Guide. All changes made t the new element including any prperty and bdy text changes are saved in Teamcenter. If the selected element is in a precise requirement structure, the fllwing ccurs: In Teamcenter, the item revisin f the selected element in the structure is replaced by the revised item revisin f the new element. In Wrd, the revised item revisin f the element in the requirement structure displays. If the selected element is in an imprecise requirement structure, the fllwing ccurs: Because the structure is an imprecise structure, the structure always pints t the latest item revisin. In Wrd, the revised item revisin f the element in the requirement structure displays. Fr mre infrmatin abut cmmitting changes t Teamcenter, see Cmmit changes t Teamcenter. Revising a single element When yu perfrm a Revise peratin n a selected released element, nly the single selected element is marked fr Revise fr any f the fllwing cnditins: The requirement structure is precise and the BOMview revisin (BVR) f the parent element is pen. The requirement structure is imprecise Client fr Micrsft Office Guide PLM00112 H

87 Managing requirements Example The fllwing example shws the Req1/A;1 Task Reqts requirement in Teamcenter is lcked and the BOMview revisin f the Spec1/A;1 Rbt Reqts parent requirement specificatin is pen. Spec1/A;1 Rbt Reqts Spec1/A Spec1/A-View BOMview revisin is pen View Req1/A;1 Task Reqts Req1/A Req1/A-View Task Reqts View Req2/A;1 Extraneus Materials element selected fr Revise When yu exprt this requirement structure t Wrd and mark fr Revise n the Req1/A;1 Task Reqts requirement, nly the selected Req1/A;1 Task Reqts requirement is marked fr Revise. After perfrming the Revise peratin in Wrd, the revise symbl displays next t the Req1/A;1 Task Reqts requirement in the requirement pane in Wrd. Spec1/A;1 Rbt Reqts Req1/A;1 Task Reqts Req2/A;1 Extraneus Materials Revising parent ndes t the tp f the structure When yu perfrm a Revise peratin n a selected released element, all the parent ndes t the tp f the structure are als marked fr Revise until an pen BOMview revisin (BVR) is fund, if all f the fllwing cnditins are met: The requirement structure is precise. The BOMview revisin (BVR) f the parent element is nt pen. The parent element is released. Because this peratin is recursive up t the pint in the structure when these cnditins are met, yu autmatically perfrm a Revise peratin, nt nly n the selected nde, but n all the parent ndes t the tp f the structure until the structure traversal reaches an pen BVR. PLM00112 H Client fr Micrsft Office Guide 5-23

88 Chapter 5 Managing requirements Example The fllwing expanded requirement structure in Teamcenter shws the Req1/A;1 Task Reqts requirement, the BOMview revisin f the Spec1/A;1 Rbt Reqts parent requirement specificatin, and the Spec1/A;1 Rbt Reqts parent requirement specificatin are all at a released state. Spec1/A;1 Rbt Reqts Spec1/A Spec1/A-View View Req1/A;1 Task Reqts Req1/A Req1/A-View Task Reqts parent nde is released BOMview revisin is released View Req2/A;1 Extraneus Materials element selected fr Revise When yu exprt the requirement structure t Wrd and mark fr Revise n the Req1/A;1 Task Reqts requirement, the selected Req1/A;1 Task Reqts requirement and the Spec1/A;1 Rbt Reqts parent requirement specificatin are marked fr Revise. After perfrming the Revise peratin in Wrd, the revise symbl displays next t the Req1/A;1 Task Reqts requirement and the Spec1/A;1 Rbt Reqts parent requirement specificatin in the requirement pane in Wrd. Spec1/A;1 Rbt Reqts Req1/A;1 Task Reqts Req2/A;1 Extraneus Materials The fllwing figure shws the structure after yu save the changes t Teamcenter. New revisins NewSpec1/B and NewReq1/B are created Client fr Micrsft Office Guide PLM00112 H

89 Managing requirements Revise peratin errr cnditins When perfrming a Revise peratin n a lcked element, the fllwing cnditins cause yu t receive an errr message indicating the selected element cannt be revised: The BOMview revisin (BVR) f the parent element is nt pen. The parent element is nt released. The errr message states the parent nde is nt released, and the BOMview revisin f the parent nde is lcked fr mdificatin. Mark requirement structure elements fr revisin 1. Display the requirements pane in Wrd using any f the fllwing methds: Exprt a Systems Engineering requirement structure t Micrsft Wrd using live Wrd. Yu must select the Exprt fr structure editing and wrk ffline ptin fr the exprt. Fr mre infrmatin abut this ptin, see Exprting fr requirement structure editing in Wrd. Open and lad a Teamcenter requirement structure frm the Teamcenter ribbn in Wrd. PLM00112 H Client fr Micrsft Office Guide 5-25

90 Chapter 5 Managing requirements Fr mre infrmatin abut this ptin, see Lad a structure in the Requirements pane. The requirement structure displays in Wrd with a requirement pane that displays the structural elements. 2. In the requirement pane in Wrd, right-click the element in the requirement structure that yu want t mark fr revise and chse Mark/UnMark fr Revise and Replace. The revise symbl displays next t the selected element and ther affected elements indicating the element is marked fr Revise. 3. Edit the revised requirements as needed. Fr mre infrmatin abut editing requirement structures, see Editing requirement structures. 4. In Wrd, click the Save buttn r chse FilefiSave t save the changes in Teamcenter. 5. In the Save dialg bx, if yu checked ut the bjects befre the exprt, select Save and Check-in t check in the bjects. 6. Click OK. The dcument is saved and the changes are made in Teamcenter. Unmark requirement structure elements fr revisin 1. T unmark a marked element fr Revise, right-click the marked element fr revise in the requirement pane in Wrd and chse Mark/UnMark fr Revise and Replace. Yu cannt unmark fr Revise if the element cntains a child nde that is marked fr Save As, Revise, r Delete. 2. In the Unmark Selected Nde dialg bx, click Yes. The revise symbl is remved frm nly the selected element indicating the element is nt marked fr Revise and the changes are nt saved t Teamcenter. Cpying released bjects in a requirement structure In Wrd, yu can display a requirements pane that cntains the bject hierarchy f the requirement specificatin structure. The requirements pane enables yu t navigate and change the requirement structure. Frm the requirements pane, yu can edit released requirement infrmatin by marking it fr Save As. Requirement infrmatin includes requirement specificatins, requirements, r paragraphs. The requirement elements must be released and nt mdifiable befre yu can mark them fr Save As. Fr requirements in the requirements pane, yu can perfrm a Save As peratin that allws yu t: 5-26 Client fr Micrsft Office Guide PLM00112 H

91 Managing requirements Create new cpies f existing released requirement infrmatin in Wrd. Make changes t the new infrmatin. Cmmit thse changes t Teamcenter by saving the Wrd dcument. The requirement structure can be an imprecise r precise structure. Imprecise assemblies are dynamic structures f items. An imprecise assembly has links (ccurrences) t items f its cmpnents. Precise assemblies are fixed structures f specific item revisins. A precise assembly has links (ccurrences) t item revisins f its cmpnents. Fr mre infrmatin abut precise and imprecise structures, see the Structure Manager Guide. When yu perfrm a Save As peratin n a selected released element, depending n the cnditins met, ne f the fllwing ccurs: Only the single selected element is marked fr Save As. Fr infrmatin abut cpying a single element and the dependent cnditins, see Cpying a single element. All the parent ndes t the tp f the structure, including the selected element, are marked fr Save As until an pen BOMview revisin (BVR) is fund. Fr infrmatin abut cpying parent ndes t the tp f the structure and the dependent cnditins, see Cpying parent ndes t the tp f the structure. All elements belw the elements marked fr Save As are cpied by reference t the cpied structure. Example Yu create and release a requirement structure named Prg1 that cntains the requirements fr a specific prduct prgram. These requirements are used fr all prduct lines in the prgram. A new prduct line called NewPLine is created in the Prg1 prgram that als uses this set f cmmn requirements. Yu perfrm a Save As peratin n the Prg1 requirement specificatin cntaining the cmmn elements t create a new requirement specificatin using the same set f cmmn elements. The fllwing figure shws the results after perfrming a Save As peratin in Wrd n the Prg1 requirement specificatin t create the new NewPLine requirement specificatin. Yu can nw perfrm the Save As peratin n the NewPLine requirements t make changes fr the new prduct line. PLM00112 H Client fr Micrsft Office Guide 5-27

92 Chapter 5 Managing requirements What is the Save As peratin prcess? The Save As peratin is a fur-step prcess: 1. Access Teamcenter requirement structure in Wrd. Display the requirements pane in Wrd using any f the fllwing methds: 5-28 Client fr Micrsft Office Guide PLM00112 H

93 Managing requirements Exprt a Systems Engineering requirement structure t Micrsft Wrd using live Wrd. Yu must select the Exprt fr structure editing and wrk ffline ptin fr the exprt. Fr mre infrmatin abut this ptin, see Exprting fr requirement structure editing in Wrd. Fr mre infrmatin abut exprting Systems Engineering data t Micrsft Office Wrd, see the Systems Engineering Guide. Open and lad a Teamcenter requirement structure frm the Teamcenter ribbn in Wrd. Fr mre infrmatin abut this ptin, see Lad a structure in the Requirements pane. 2. Mark fr Save As. In the requirement structure in Wrd, mark the requirement specificatin, requirement, r paragraph element fr Save As that yu want t cpy and make changes t. The item revisin f the element must be lcked by being at a released state and nt mdifiable befre yu can mark the element fr Save As in the structure. The Save As cmmand is nt available fr elements that are pen. An element is cnsidered pen if it is: Nt at a released state. At a released state, but still mdifiable. Nt checked ut by anther user. Nt lcked by the access cntrl list (ACL). As the fllwing figure shws, when yu mark an element fr Save As in Wrd, the save as symbl displays next t the element in the Requirements pane. Spec1/A;1 Rbt Reqts Req1/A;1 Task Reqts Req2/A;1 Rbt Statin After yu mark an element fr Save As and right-click the element fr editing the requirement element such as prmte r demte an element, all editing cmmands are unavailable fr the branch until yu unmark the element. Because the mark fr Save As is a tggle, yu perfrm the same cmmand t unmark the marked element fr Save As. Yu cannt unmark fr Save As if the element cntains a child nde that is marked fr Save As, Revise, r Delete. The fllwing ccurs when yu unmark a marked element fr Save As: PLM00112 H Client fr Micrsft Office Guide 5-29

94 Chapter 5 Managing requirements Any prperty r structural changes made t the marked element is nt saved t Teamcenter. The unmark des nt traverse the structure; nly the selected element is unmarked. 3. Make changes. After yu mark the requirement element fr Save As, the new element is nw available fr editing. Yu can nw make changes t the new requirement infrmatin in Wrd. Fr mre infrmatin abut editing requirement structures, see Editing requirement structures. 4. Cmmit the changes t Teamcenter. When yu save the dcument in Wrd, the changes are saved t Teamcenter. After yu save the dcument t Teamcenter, the fllwing ccurs: A new element is created with a unique ID in accrdance with the deep cpy rules cnfigured fr Save As. Fr mre infrmatin abut deep cpy rules, see the Business Mdeler IDE Guide. All changes made t the new element including any prperty and bdy text changes are saved in Teamcenter. All the elements under the existing element are cpied by reference t the cpied element. If the selected element is in a precise requirement structure, the fllwing ccurs: In Teamcenter, the item revisin f the selected element in the structure is replaced by the new item revisin f the new element. In Wrd, the new item revisin f the element in the requirement structure displays. If the selected element is in an imprecise requirement structure, the fllwing ccurs: In Teamcenter, the selected element item is replaced by the new element item. In Wrd, the new item revisin f the element in the requirement structure displays. Fr mre infrmatin abut cmmitting changes t Teamcenter, see Cmmit changes t Teamcenter. Cpying a single element When yu perfrm a Revise peratin n a selected released element, nly the single selected element is marked fr Revise fr any f the fllwing cnditins: 5-30 Client fr Micrsft Office Guide PLM00112 H

95 Managing requirements The requirement structure is precise and the BOMview revisin (BVR) f the parent element is pen. The requirement structure is imprecise. Example The fllwing example shws the Req1/A;1 Task Reqts requirement in Teamcenter is lcked and the BOMview revisin f the Spec1/A;1 Rbt Reqts parent requirement specificatin is pen. Spec1/A;1 Rbt Reqts Spec1/A Spec1/A-View BOMview revisin is pen View Req1/A;1 Task Reqts Req1/A Req1/A-View Task Reqts View Req2/A;1 Extraneus Materials element selected fr Revise When yu exprt this requirement structure t Wrd and mark fr Revise n the Req1/A;1 Task Reqts requirement, nly the selected Req1/A;1 Task Reqts requirement is marked fr Revise. After perfrming the Revise peratin in Wrd, the revise symbl displays next t the Req1/A;1 Task Reqts requirement in the requirement pane in Wrd. Spec1/A;1 Rbt Reqts Req1/A;1 Task Reqts Req2/A;1 Extraneus Materials When yu perfrm a Save As peratin n a selected released element, nly the single selected element is marked fr Save As fr the fllwing cnditin: The BOMview revisin (BVR) f the parent element is pen. PLM00112 H Client fr Micrsft Office Guide 5-31

96 Chapter 5 Managing requirements Example The fllwing expanded requirement structure in Teamcenter shws the Req1/A;1 Task Reqts requirement in Teamcenter is lcked and the BOMview revisin f the Spec1/A;1 Rbt Reqts parent requirement specificatin is pen. Spec1/A;1 Rbt Reqts Spec1/A Spec1/A-View BOMview revisin pen View Req1/A;1 Task Reqts Req1/A Req1/A-View Task Reqts View Req2/A;1 Extraneus Materials element selected fr Save As When yu exprt this requirement structure t Wrd and mark fr Save As n the Req1/A;1 Task Reqts requirement, nly the selected Req1/A;1 Task Reqts requirement is marked fr Save As. After perfrming the Save As peratin in Wrd, the save as symbl displays next t the Req1/A;1 Task Reqts requirement in the requirement pane in Wrd. Requirement structure Spec1/A;1 Rbt Reqts Req1/A;1 Task Reqts Req2/A;1 Extraneus Materials Cpying parent ndes t the tp f the structure When yu perfrm a Save As peratin n a selected released element, all the parent ndes t the tp f the structure are als marked fr Save As until an pen BOMview revisin (BVR) is fund, if all f the fllwing cnditins are met: The BOMview revisin (BVR) f the parent element is nt pen. The parent element is released. Because this peratin is recursive up t the pint in the structure when these cnditins are met, yu autmatically perfrm a Save As peratin, nt nly n the selected nde, but n all the parent ndes t the tp f the structure until the structure traversal reaches an pen BVR Client fr Micrsft Office Guide PLM00112 H

97 Managing requirements Example The fllwing expanded requirement structure in Teamcenter shws the Req1/A;1 Task Reqts requirement, the BOMview revisin f the Spec1/A;1 Rbt Reqts parent requirement specificatin, and the Spec1/A;1 Rbt Reqts parent requirement specificatin are all at a released state. Spec1/A;1 Rbt Reqts Spec1/A Spec1/A-View View Req1/A;1 Task Reqts Req1/A Req1/A-View Task Reqts parent nde is released BOMview revisin is released View Req2/A;1 Extraneus Materials element selected fr Save As When yu exprt the requirement structure t Wrd and mark fr Save As n the Req1/A;1 Task Reqts requirement, the selected Req1/A;1 Task Reqts requirement and the Spec1/A;1 Rbt Reqts parent requirement specificatin are marked fr Save As. After perfrming the Save As peratin in Wrd, the save as symbl displays next t the Req1/A;1 Task Reqts requirement and the Spec1/A;1 Rbt Reqts parent requirement specificatin in the requirement pane in Wrd. Spec1/A;1 Rbt Reqts Req1/A;1 Task Reqts Req2/A;1 Extraneus Materials The fllwing figure shws the structure after yu save the changes t Teamcenter. New elements NewSpec1 and NewReq1 are created. PLM00112 H Client fr Micrsft Office Guide 5-33

98 Chapter 5 Managing requirements Cpying elements cntaining trace links Trace links establish a directinal relatinship between tw bjects thrugh a path in which ne bject takes precedence ver anther. The directinal relatinship between the tw bjects is cnveyed by the terms defining and cmplying. The predecessr, the defining bject, is the trace link surce. The successr, the cmplying bject, is the target. Fr mre infrmatin abut trace links, see the Systems Engineering Guide. When yu perfrm a Save As peratin n a requirement structure cntaining internal trace links t create a new requirement structure, the fllwing behavir ccurs: If the element cntaining the defining trace link and the element cntaining the cmplying trace link are bth cpied, a trace link is created between the tw cpied elements in the new structure, and the trace link is preserved and remains an internal trace link because it is linked t elements within the structure. If the element cntaining the defining trace link is cpied, but the element cntaining the cmplying trace link is nt cpied, the trace links are created between the cpied element with the defining trace link in the new structure and the cmplying elements in bth the new and ld structures. The trace link is nw external because it is linked t elements utside the structure. If the element cntaining the cmplying trace link is cpied, but the element cntaining the defining trace link is nt cpied, the trace links are created between the cpied element with the cmplying trace link and the defining 5-34 Client fr Micrsft Office Guide PLM00112 H

99 Managing requirements element in the new and ld structures. The trace link is nw external because it is linked t elements utside the structure. Example The Spec10 requirement specificatin is the defining element fr the T1 trace link t the Req11 requirement and the defining element fr the T2 trace link t the Req13 requirement. A Save As peratin is perfrmed t create the NewSpec10 requirement specificatin and the NewReq11 requirement. The T3 trace link is created between the cpied NewSpec10 requirement specificatin and the NewReq11 requirement and remains internal t the structure. Req13 nw cntains tw cmplying trace links: the T4 trace link between the Req13 requirement and the NewSpec10 requirement specificatin and the T5 trace link between the Req13 requirement and the Spec10 requirement specificatin. The T5 trace link becmes an external trace link because it is linked t elements utside the structure. Save As peratin errr cnditins When perfrming a Save As peratin n a lcked element, the fllwing cnditins cause yu t receive an errr message indicating the selected element cannt be saved: The BOMview revisin (BVR) f the parent element is nt pen. The parent element is nt released. PLM00112 H Client fr Micrsft Office Guide 5-35

100 Chapter 5 Managing requirements The errr message states the parent nde is nt released, and the BOMview revisin f the parent nde is lcked fr mdificatin. Mark requirement structure elements fr cpying 1. Display the requirements pane in Wrd using any f the fllwing methds: Exprt a Systems Engineering requirement structure t Micrsft Wrd using live Wrd. Yu must select the Exprt fr structure editing and wrk ffline ptin fr the exprt. Fr mre infrmatin abut this ptin, see Exprting fr requirement structure editing in Wrd. Open and lad a Teamcenter requirement structure frm the Teamcenter ribbn in Wrd. Fr mre infrmatin abut this ptin, see Lad a structure in the Requirements pane. The requirement structure displays in Wrd with a requirement pane that displays the structural elements. 2. In Wrd, right-click the element in the requirement pane that yu want t mark fr save as and chse Mark/UnMark fr Save As and Replace. The symbl displays next t the selected element and ther affected elements indicating the element is marked fr Save as. 3. Edit the new requirement infrmatin as needed. Fr mre infrmatin abut editing requirement structures, see Editing requirement structures. 4. In Wrd, click the Save buttn r chse FilefiSave t save the changes in Teamcenter. 5. In the Save dialg bx, if yu checked ut the bjects befre the exprt, select Save and Check-in t check the bjects in. 6. Click OK. The dcument is saved and the changes are made in Teamcenter. Unmark requirement structure elements fr cpying 1. T unmark a marked element fr Save As, right-click the marked element fr Save As in the requirement pane in Wrd and chse Mark/UnMark fr Save As and Replace. Yu cannt unmark fr Save As if the element cntains a child nde that is marked fr Save As, Revise, r Delete. 2. In the Unmark Selected Nde dialg bx, click Yes. The symbl is remved frm nly the selected element indicating the element is nt marked fr Save As and the changes are nt saved t Teamcenter Client fr Micrsft Office Guide PLM00112 H

101 Managing requirements Initiate a wrkflw prcess fr a requirement r paragraph Cautin Yu cannt initiate a wrkflw prcess in a Wrd dcument that is discnnected frm Teamcenter. Fr mre infrmatin, see Save a live Wrd exprt dcument fr ffline editing and Synchrnize an ffline live Wrd dcument with Teamcenter. 1. In the Requirements pane, right-click the requirement r paragraph bject and chse New Wrkflw Prcess. The New Wrkflw Prcess dialg bx displays. 2. Type a name fr the new prcess in the Prcess Name bx. Yu can type ptinal additinal infrmatin in the Descriptin bx. 3. In the Prcess Templates list, select the template t apply t the new prcess. If yu select All (the default), the Prcess Templates list shws all prcess templates. Yu can click Assigned t ppulate the list with nly thse prcess templates that are assigned t the bject type. 4. Click OK t rute the bject t the wrkflw. The item revisin cntaining the Wrd dcument is the target f the new prcess. Cnvert a live Wrd dcument t the static state Warning This prcedure is permanent and cannt be reversed. 1. With the dcument pen, chse Specificatins Discnnect n the Teamcenter ribbn. A cnfirmatin message states that the dcument cannt be cnverted back t a live dcument and asks if yu want t cntinue. 2. Click Yes. The dcument is permanently discnnected frm the Teamcenter server. The current bjects and prperties remain in the static dcument. PLM00112 H Client fr Micrsft Office Guide 5-37

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103 Chapter 6 Imprting Teamcenter structures frm Micrsft Office Imprting Teamcenter structures frm Micrsft Office Imprting requirement specificatins frm Micrsft Office Wrd Generating a requirement specificatin structure frm a Wrd dcument Parsing a dcument by utline levels nly Parsing a dcument by utline levels and keywrds Imprt a requirement specificatin frm Micrsft Office Wrd Imprting structures frm Micrsft Office Excel Preparing Excel data fr imprt Hw d data sheets wrk in Excel? What is a cntrl sheet? What are keywrds and keywrd types? Keywrd tags and values Editing a data sheet Add an element t the structure Add a prperty t the structure Mdify prperties fr an element Remve a prperty frm the structure Remve an element frm the structure Wrking arund Excel s eight-level limitatin Imprting a structure frm Excel Initiate the imprt prcess Running cntrl sheet validatin Handle an invalid cntrl sheet Cntinue with a valid cntrl sheet Review clumn mapping fr verificatin Handle data sheet errrs Running the Excel Imprt wizard Setting prcessing ptins n the Step 1 tab Handle messages displayed during Step 4 prgress Viewing server feedback and prcess diagnstics PLM00112 H Client fr Micrsft Office Guide

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105 Chapter 6 Imprting Teamcenter structures frm Micrsft Office Imprting Teamcenter structures frm Micrsft Office Client fr Office imprt features supprt nly versins 2010 and 2007 f Micrsft Office Wrd and Excel. Client fr Office wrks thrugh Micrsft Office Wrd and Excel fr exchanging Teamcenter structures such as: Requirement specificatins Functinal mdels Lgical mdels Fr example, yur prject may emply an utside cntractr t design a lgical mdel f an implementatin slutin. T submit that architecture fr apprval r mdificatin, the cntractr can define its structure in Wrd r Excel and send yu the file. By imprting the data in a Wrd r Excel file, yu create r mdify the structure in Teamcenter. If the structure des nt exist in Teamcenter, it is created frm the data. Fr a prduct structure, nly imprecise assemblies can be created. If the structure exists in Teamcenter: New elements and prperties in the data are added t the structure. Changes in the data are applied t the latest wrking revisins f the crrespnding elements. Existing elements and prperty values nt represented in the data are remved frm the structure. Elements that are remved frm a structure remain in Teamcenter. PLM00112 H Client fr Micrsft Office Guide 6-1

106 Chapter 6 Imprting Teamcenter structures frm Micrsft Office Only imprecise structures are created using Client fr Office. Abslute ccurrences and incremental changes are nt supprted. The imprt prcess des nt cnfigure structures in Teamcenter, fr example, by defining revisin rules. Only the latest wrking revisins are updated. Imprting requirement specificatins frm Micrsft Office Wrd Yu can imprt requirement specificatins directly frm Micrsft Office Wrd. After imprt, Systems Engineering autmatically generates a new requirement specificatin, cmplete with a hierarchy f parent, child, and sibling items. The items can be either requirements r paragraphs, depending n the subtype yu select. T imprt requirement specificatins directly frm Micrsft Office Wrd, yu must select the Teamcenter Office fr Micrsft ClientfiWrd ApplicatinsfiRequirements Management Integratin ptin when installing Micrsft Office client. Generating a requirement specificatin structure frm a Wrd dcument The requirement specificatin structure results frm the numbered utline levels in the Wrd dcument. Fr each dcument paragraph that is frmatted in an utline level style, level 1 thrugh level 9, a separate item is created at the matching level in the hierarchical structure. The Wrd paragraph text becmes the item name, fr example, the text f a paragraph frmatted in a Wrd heading style. All material under the Wrd paragraph becmes the item cntent. The next utline level style starts anther new item. Warning Because f Teamcenter server and database cnfiguratins, special characters that are entered in utline level styles are replaced by questin marks (?) in the imprted cntent. If the same bjects are exprted t Wrd, the questin marks are exprted in that cntent. Siemens PLM Sftware recmmends that yu check fr special characters befre imprting the dcument cntent. On Teamcenter servers using the ISO character set (TC_CHARACTER_ENCODING_SET), sme characters f the Micrsft Office Wrd rich-text frmat cannt be translated t plain text. These characters include, fr example, Wrd s Smart qutatin marks, em dashes, and symbls such as Ohm signs (Ω). Such characters are replaced by questin marks (?) in plain text and in the Systems Engineering interface, fr example, in bject 6-2 Client fr Micrsft Office Guide PLM00112 H

107 Imprting Teamcenter structures frm Micrsft Office names and in certain prperty values. T avid this prblem, d ne f the fllwing: Befre yu enter cntent fr an bject, cnfigure the MS Wrd view t display plain text cntent. Fr mre infrmatin, see the Systems Engineering Guide. Run the Teamcenter server n Windws, using a database that is cmpatible with CP1252 encding. Use UTF-8 encding fr the Teamcenter server and database. If the dcument des nt begin with a Wrd utline level style, the system creates a requirement named NO TITLE immediately fllwing the requirement specificatin. This requirement receives all cntent frm the beginning f the Wrd dcument t the first utline level, r the entire cntent if there are n utline levels. Parsing a dcument by utline levels nly Systems Engineering uses Wrd s numbered utline levels t parse the imprt dcument int multiple requirements. Fr each paragraph that is frmatted in an utline level style, level 1 thrugh level 9, a separate requirement is created in the flder that yu select. The paragraph text becmes the requirement name, fr example, the text f a paragraph frmatted in a Wrd heading style. All material under the paragraph becmes the requirement cntent. The paragraph itself des nt appear in the cntent. The next utline level style starts anther new requirement. Parsing a dcument by utline levels and keywrds Cautin Teamcenter Extensins fr Micrsft Office must be installed n yur cmputer. Fr mre infrmatin abut Extensins fr Office, see the Extensins fr Micrsft Office Guide. Within an utline level in the imprt dcument, further separatin f requirements can be achieved thrugh keywrds. Starting with the first Wrd utline level style, the parser searches fr the keywrd r keywrds that yu specify. If n keywrd is fund befre the next utline level, the requirement starts with the preceding utline level and cntains all material under that paragraph. The paragraph text is the requirement name, and the paragraph itself des nt appear in the cntent. The Paragraph subtype is assigned by default. If nly ne keywrd is fund befre the next utline level, the requirement starts after the nearest utline level preceding the keywrd: PLM00112 H Client fr Micrsft Office Guide 6-3

108 Chapter 6 Imprting Teamcenter structures frm Micrsft Office The text f the immediately preceding utline level paragraph becmes the requirement name. All material under the utline level paragraph becmes the requirement cntent. The paragraph itself des nt appear in the cntent. The requirement has the subtype that yu assign. If tw r mre keywrds are fund befre the next utline level, the requirements are separated as fllws: The first requirement starts after the nearest utline level preceding the first keywrd. The secnd requirement starts after the nearest paragraph separatr preceding the secnd keywrd. This requirement is created as a child f the first requirement. Fr each subsequent keywrd, the nearest preceding paragraph separatr begins the requirement, which becmes a child f the first requirement and a sibling f the preceding ne. If keywrds are fund within the same cntent paragraph, sentence separatrs are used instead f paragraph separatrs. If tw r mre keywrds are fund in the same sentence, a requirement is created nly fr the first keywrd. The name f each requirement is the text f the immediately preceding utline level paragraph. All requirements have the same subtype, which yu assign. Keywrds in tables are ignred. Separate requirements are nt created fr this cntent. At the next utline level, the parser repeats the prcessing described. Imprt a requirement specificatin frm Micrsft Office Wrd Client fr Office imprt features supprt Micrsft Office Wrd versins 2007 and 2010 nly. Cautin In the imprt dcument, verify that the utline levels f the Wrd heading styles match the intended bject hierarchy f the new structure. Fr mre infrmatin abut imprting a requirement specificatin structure frm Micrsft Office Wrd, see the Systems Engineering Guide. T parse the dcument by keywrds, Teamcenter Extensins fr Micrsft Office must be installed n yur cmputer. Fr mre infrmatin, see Parsing a dcument by utline levels and keywrds. 6-4 Client fr Micrsft Office Guide PLM00112 H

109 Imprting Teamcenter structures frm Micrsft Office 1. With the imprt dcument pen, chse Specificatins Imprt n the Teamcenter ribbn. If the Teamcenter Lgin dialg bx displays, enter yur Teamcenter user name and passwrd, and then click Lgin. The Imprt Specificatin dialg bx displays. In the Select Specificatin Type list, yu can accept the default value, RequirementSpec, r yu can select anther specificatin type. 2. D ne f the fllwing: Parse the dcument by utline levels nly Parse the dcument by bth utline levels and keywrds a. Select Imprt as single subtype. b. In the list t the right, select Requirement, Paragraph, r a custm subtype defined in yur Teamcenter envirnment. The selected subtype is assigned t each new requirement in the specificatin. Fr mre infrmatin abut parsing a dcument by utline levels, see the Systems Engineering Guide. a. Select Use keywrds fr imprt. The Keywrds bx and the = list becme available. b. Type the keywrd r keywrds in the bx. Use a cmma t separate tw keywrds. Special characters and partial wrds are nt supprted. Fr mre infrmatin abut parsing a dcument by keywrds, see the Systems Engineering Guide. c. In the = list, select the subtype t assign t each new requirement in the specificatin. 3. Click Imprt. In Systems Engineering, the requirement specificatin ccupies the peak level in the structure. Belw the specificatin, parent, child, and sibling requirements ccupy structure levels determined by the utline levels in the imprt dcument. Imprting structures frm Micrsft Office Excel Client fr Office supprts Micrsft Office Excel versins 2010 and 2007 nly. PLM00112 H Client fr Micrsft Office Guide 6-5

110 Chapter 6 Imprting Teamcenter structures frm Micrsft Office Teamcenter wrks thrugh Micrsft Office Excel fr exchanging structures such as requirement specificatins, functinal mdels, and lgical mdels. Fr example, yur prject may emply an utside cntractr t design a lgical mdel f an implementatin slutin. T submit that architecture fr apprval r mdificatin, the cntractr can define its structure in Excel and send yu the file. By imprting the Excel data, yu can create r mdify the structure in Teamcenter. If the structure des nt exist in Teamcenter, it is created frm the Excel data. Fr a prduct structure, nly imprecise assemblies can be created. If the structure exists in Teamcenter: New elements and prperties in the Excel data are added t the structure. Changes in the Excel data are applied t the latest wrking revisins f the crrespnding elements. Existing elements and prperty values nt represented in the Excel data are remved frm the structure. Elements that are remved frm a structure remain in Teamcenter. Only imprecise structures can be imprted. Abslute ccurrences and incremental changes are nt supprted. The imprt prcess des nt cnfigure structures in Teamcenter, fr example, by defining revisin rules. Client fr Office includes a wizard that guides yu thrugh the imprt prcess. Yu begin by pening the Excel file that cntains the data t imprt. Then, yu click the Imprt t Teamcenter buttn n the Teamcenter ribbn t start the wizard. The Excel imprt feature is available nly fr the fur-tier Teamcenter rich client. Preparing Excel data fr imprt The easiest way f btaining Excel data fr imprt is t utput a structure t a spreadsheet that Teamcenter prepares autmatically. After selecting the structure, chse Tls Exprt Objects t Excel. 6-6 Client fr Micrsft Office Guide PLM00112 H

111 Imprting Teamcenter structures frm Micrsft Office In the Exprt t Excel dialg bx, select the Wrk Offline and Imprt ptin. Teamcenter cnfigures the Excel utput file with tw wrksheets. Yu can edit the wrksheets befre yu imprt the structure. The data sheet cntains rws fr the bjects and clumns fr their prperties. The cntrl sheet cntains instructins fr prcessing the data sheet. Data files and cntrl files can be prepared manually as well. This methd requires advanced knwledge f the Teamcenter schema and f the imprt prcess. Hw d data sheets wrk in Excel? In the Exprt t Excel dialg bx, the Wrk Offline and Imprt ptin generates structure data in a spreadsheet that is autmatically cnfigured fr imprting. PLM00112 H Client fr Micrsft Office Guide 6-7

112 Chapter 6 Imprting Teamcenter structures frm Micrsft Office The rws in a data sheet represent the elements in a structure hierarchy such as functins r lgical blcks in a design mdel, including interfaces, cnnectins, and relatinships amng elements. The data sheet clumns cntain the values f Teamcenter prperties such as: Object types, bject names, and bject identifiers. PSOccurrence relatinships and Generic Relatin Management (GRM) rules. Relatinship prperties such as reference designatrs, budget values, and quantities. Tip Yu can use Excel s Outline features t shw and hide child elements. Fr example: T expand the structure belw a parent, click the plus sign (+) fr that element. T cllapse the structure belw a parent, click the minus sign (-) fr that element. Fr mre infrmatin, see Excel Help. What is a cntrl sheet? A cntrl sheet is a table f instructins, r rules, that gvern the Excel imprt prcess. Its clumns map the data sheet bjects t Teamcenter schema elements such as bject types, relatinship types, and bject and relatinship prperties. The rule table cnsists f keywrds, keywrd tags, and tag values. The imprt prcess uses this infrmatin t build an intermediate structure in memry 6-8 Client fr Micrsft Office Guide PLM00112 H

113 Imprting Teamcenter structures frm Micrsft Office What are keywrds and keywrd types? Keywrds specify which data sheet clumns are parsed int the intermediate structure and which are excluded frm prcessing. Cntrl sheet keywrd Data sheet clumn Mapping 1 Ignred Type prperty Prperty is excluded frm prcessing. 2 Active Name prperty Data sheet cell values map t their intermediate bjects. 3 Active ID prperty Data sheet cell values map t their intermediate bjects. 4 Active Descriptin prperty Data sheet cell values (blank, in this case) map t their intermediate bjects. Keywrd tags and values Keywrd tags assciate data sheet clumns with Teamcenter schema elements. In each cell belw a keywrd tag, the tag value names the schema element fr the crrespnding cell in the data sheet. The data sheet cell value maps t the intermediate bject fr that rw. PLM00112 H Client fr Micrsft Office Guide 6-9

114 Chapter 6 Imprting Teamcenter structures frm Micrsft Office Keywrd tag Tag value 1 ObjectName Schema name f the bject name prperty. 2 ObjectID Blank. 3 Objectprperty Schema name f the prperty in the related data sheet clumn. 4 ObjectType Schema name f the bject type. 5 RelatinshipType Schema name f the relatin type. 6 Relatinshipprperty Schema name f the prperty in the related data sheet clumn. Editing a data sheet By editing the data sheet befre starting the imprt prcess, yu can mdify the structure in Teamcenter when the prcess is cmplete. Add and remve elements within the hierarchy. Yu can shw r hide levels with the Outline features n Excel s Data tab. Add, mdify, and remve prperties fr structure elements. Cautin Yu must als edit the cntrl sheet t cnfrm with the data sheet. The data sheet des nt have Teamcenter live Excel capability. Add an element t the structure 1. In the Excel data sheet, insert a rw at the desired psitin in the hierarchy Client fr Micrsft Office Guide PLM00112 H

115 Imprting Teamcenter structures frm Micrsft Office Tip Yu can use Excel s Outline features t shw and hide child elements. Fr example: T expand the structure belw a parent, click the plus sign (+) fr that element. T cllapse the structure belw a parent, click the minus sign (-) fr that element. Fr mre infrmatin, see Excel Help. 2. Enter the element s prperty values in the apprpriate cells f the new rw. An element ccurrence is added t the structure when the imprt prcess is cmplete. The underlying item and item revisin are created in Teamcenter. Add a prperty t the structure 1. In the Excel data sheet, insert a clumn t the right f the rightmst clumn. 2. Enter the prperty name in the new clumn s tp cell. 3. In the cells belw the tp cell, enter the prperty values fr the elements. The values fr existing prperties are applied t each element in the structure when the imprt prcess is cmplete. Mdify prperties fr an element In the Excel data sheet, enter r verwrite the desired cell values in the element s prperty clumns. The new values are applied in Teamcenter when the imprt prcess is cmplete. Remve a prperty frm the structure Delete the crrespnding clumn in the Excel data sheet. Warning D nt delete the Object ID, Object Type, r Object Name clumn. Teamcenter inserts these clumns in the utput file by default. If the data sheet des nt cntain all f the default clumns, imprt prcessing stps and the entire transactin is rlled back. Yu can rename the default clumns using any names yu want. Fr mre infrmatin, see Default clumns fr cmbinatin file data sheets. The prperty is remved frm each element in the structure when the imprt prcess is cmplete. PLM00112 H Client fr Micrsft Office Guide 6-11

116 Chapter 6 Imprting Teamcenter structures frm Micrsft Office Remve an element frm the structure Delete the crrespnding rw in the Excel data sheet. Warning D nt delete the rw fr the nly child f a given parent in bth Teamcenter and Excel. Instead, add the _remve suffix in the cell fr the child bject identifier. D nt add the _remve suffix fr an element that has a sibling at the same level. The element ccurrence is remved frm the structure when the imprt prcess is cmplete. The underlying item and item revisin remain in Teamcenter. Wrking arund Excel s eight-level limitatin Data cannt be imprted if the Outline features are disabled n Excel s Data tab. This cnditin indicates that the structure hierarchy exceeds Excel s limit f eight levels. T wrk arund this limitatin, yu can: Exprt the structure t a standard Excel file by selecting Static Snapsht in the Exprt t Excel dialg bx. Fr mre infrmatin abut exprting data t Excel, see the Systems Engineering Guide, the Structure Manager Guide, r the Multi-Structure Manager Guide. Edit the static utput file t match the bject and relatinship hierarchy in the structure. Fr mre infrmatin, see Defining Excel imprt data files manually. Initiate the imprt prcess frm the edited static file. Assciate the disabled utput file s cntrl sheet with the edited static file. Imprting a structure frm Excel When yu initiate the imprt prcess, it parses the Excel data int an intermediate structure in memry. Then, it runs a series f tests against that structure. Test Cntrl sheet validatin Descriptin Checks the cntext tags and the rule table against the Teamcenter schema. If the cntrl sheet des nt match the schema, cancel the prcess, crrect the sheet, and re-initiate the prcess. If the infrmatin matches, yu can cntinue the imprt Client fr Micrsft Office Guide PLM00112 H

117 Imprting Teamcenter structures frm Micrsft Office Test Clumn mapping verificatin Data errr detectin Descriptin Tracks the validated rule table infrmatin t the data sheet clumns and displays that mapping fr yur verificatin. Yu can cntinue with the displayed mapping. Or, cancel the prcess, make crrectins, and re-initiate the prcess. Examines each data sheet cell value fr cmpliance with the frmat f the related prperty type. If any value des nt cnfrm, prcessing stps and the entire transactin is rlled back. Crrect the data sheet and re-initiate the prcess. If all values cnfrm, the data is cmmitted t Teamcenter. Cautin The Outline features must be enabled n Excel s Data tab. Fr mre infrmatin, see Wrking arund Excel s eight-level limitatin. Initiate the imprt prcess 1. With the data sheet active, click the Teamcenter tab n the Excel ribbn. Tip T autmatically fill in empty cells in bject identifier prperty clumns: a. Click the text prtin f the Imprt t Teamcenter buttn. b. In the list, select Assign Teamcenter IDs. Teamcenter ppulates the cells with the next available identifiers. Flder identifier cells cannt be filled in autmatically. 2. Click the graphic prtin f the Imprt t Teamcenter buttn. If the Teamcenter Lgin page displays, enter yur Teamcenter user infrmatin, and then click Lgin. If yu have questins abut lgging n t Teamcenter, cnsult yur Teamcenter administratr. Cntrl sheet validatin begins against the intermediate structure. Running cntrl sheet validatin After yu initiate the imprt prcess, it begins cntrl sheet validatin against the intermediate structure. If the cntrl sheet is invalid, yu must crrect it and re-initiate the prcess. Yu can cntinue with a valid cntrl sheet. PLM00112 H Client fr Micrsft Office Guide 6-13

118 Chapter 6 Imprting Teamcenter structures frm Micrsft Office Handle an invalid cntrl sheet The Cntrl File Validatin dialg bx displays if the cntrl sheet cntains invalid infrmatin. Fr reference during crrectins, recrd its cntents, fr example, in a screen sht. 1. Click Cancel t terminate the prcess. 2. Crrect the items listed in the dialg bx. 3. Re-initiate the imprt prcess. Cntinue with a valid cntrl sheet If the cntrl sheet infrmatin is valid, a message states that cntrl file parsing is cmplete. Click OK t clse the message and cntinue the imprt. Clumn mapping verificatin begins against the intermediate structure. Review clumn mapping fr verificatin After the cntrl sheet is validated, the Clumn Mappings dialg bx displays the clumn relatinships between the data sheet and the cntrl sheet. Review this summary t determine if the mapping is crrect. The prcess cannt cntinue if the dialg bx des nt display at least ne secnd-level nde belw any tp-level nde. The prcess can cntinue if cntrl sheet clumns map t data sheet clumns ther than the nes that yu intend. T Stp the prcess and crrect the mapping Cntinue the prcess with the displayed mapping D this Click Crrect Data. Cautin Click Cntinue. This actin terminates the prcess. Yu must re-initiate the prcess after making the crrectins. Errr detectin begins against the intermediate data. Handle data sheet errrs If n data sheet errrs are detected, the Excel Imprt wizard displays. When the data sheet cntains errrs, the Validatin Errrs dialg bx displays. Fr reference during crrectins, recrd its cntents, fr example, in a screen sht. 1. Click Cancel t terminate the prcess. 2. Crrect the items listed in the dialg bx. 3. Re-initiate the imprt prcess Client fr Micrsft Office Guide PLM00112 H

119 Imprting Teamcenter structures frm Micrsft Office Running the Excel Imprt wizard The Excel Imprt wizard displays if each data sheet cell value cnfrms t the frmat fr the prperty type. Fllw the instructins n the wizard tabs until the prcess is cmplete. Tip T wrk with the imprted structure in the Teamcenter rich client: 1. Use the search feature t find the structure s peak element. 2. Select the peak element and send it t the desired applicatin. Setting prcessing ptins n the Step 1 tab On the Step 1 tab, yu can set the fllwing prcessing ptins. Optin Create new revisin Descriptin Specifies whether t create new revisins when structure elements are updated, added, r remved. Select the check bx t create new revisins. Clear the check bx t verwrite the latest revisins. The createnewrevisin custm preference determines the check bx default state. The check bx is selected if the preference value is true. The check bx is cleared if the preference value is false r if the preference is nt present n the Teamcenter server. Number f validatin errrs allwed Lgging Methd If yu have questins abut preferences, cnsult yur Teamcenter administratr. Sets the maximum number f rws fr data errr detectin. The default value is 50. Sets the lg file granularity fr prcess diagnstics. Select Nrmal fr basic infrmatin abut exceptins ther than feedback frm the server. Select Verbse fr basic exceptins and details f errrs such as failures and perfrmance bttlenecks. Yu can view the lg file fr general infrmatin and t research errrs. PLM00112 H Client fr Micrsft Office Guide 6-15

120 Chapter 6 Imprting Teamcenter structures frm Micrsft Office Handle messages displayed during Step 4 prgress While the Step 4 tab indicates prgress, the prcess can display any r all f these messages: Message Sme bjects being imprted are currently checked ut. Actin Click Yes t cntinue the prcess withut verwriting the bjects with data frm the imprt file. Click N t stp the prcess and check in bjects. Cautin If yu click N, yu must re-initiate the prcess. Sme bjects being imprted were mdified in Teamcenter after this sheet was exprted. The text f sme requirements was created in MS Wrd and may have rich cntent. In the imprt file, a list f the checked ut bjects and their reserving users is inserted n a separate sheet. Click Yes t cntinue the prcess and verwrite the bjects with data frm the imprt file. Click N t stp the prcess and identify the bjects. Cautin If yu click N, yu must re-initiate the prcess. In the imprt file, the bjects that were mdified in Teamcenter are highlighted in red. Click Yes t cntinue the prcess withut verwriting Bdy Text prperty values in Teamcenter. Click N t stp the prcess and identify the requirements. Cautin If yu click N, yu must re-initiate the prcess. In the imprt file, the requirements with rich text cntent are highlighted in range. Viewing server feedback and prcess diagnstics When the Step 4 tab states that the imprt is cmplete, yu can d the fllwing: T write server feedback t a separate file, click Save Reprt. Yu can use the standard Windws functins t cpy the feedback frm the text pane t anther applicatin, fr example, Micrsft pad. T pen the prcess lg file, click the View Diagnstic Lgs link. The lg file can cntain basic infrmatin n exceptins and details n errrs. Granularity is set by the Lgging Methd ptin n the Step 1 tab Client fr Micrsft Office Guide PLM00112 H

121 Chapter 7 Cnducting cntent reviews in Wrd dcuments Cnducting cntent reviews in Wrd dcuments Teamcenter Markup Manager view Using the markup buttns Using the cmment wners tree Cllapse and expand ndes Hide and shw cmments Using the cmment details list Cmment types and symbls Arranging cmments in the details list Navigating t cmments in the dcument Capture Micrsft Wrd cmments as Teamcenter markup Apply dispsitins t markups Create dispsitin cmments fr markups Update dispsitin cmments fr markups Delete dispsitin cmments fr markups Set a status n a dispsitin Rles in a cntent review Stages in a review cycle Prepare a dcument fr review Adding, mdifying, and deleting review cmments Add a cmment Mdify cmment text Mdify cmment types View cmments as a markup reader Delete cmments Revising a dcument accrding t reviewer cmments PLM00112 H Client fr Micrsft Office Guide

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123 Chapter 7 Cnducting cntent reviews in Wrd dcuments Cnducting cntent reviews in Wrd dcuments Client fr Office prvides markup features fr all stages f a Wrd dcument review cycle. Using the Teamcenter Markup Manager view, Teamcenter users can perfrm tasks such as: Prepare a dcument fr review. Add and delete cmments. Mdify cmment text and cmment types. View cmments. Revise cntent accrding t reviewer cmments. Each Teamcenter user wh participates in a review has a rle. Client fr Office sets the rle by the way in which the user pens the dcument. The rle determines which tasks the user can perfrm in the current Wrd sessin. A given user can assume different rles frm ne Wrd sessin t anther. Cautin Siemens PLM Sftware recmmends against setting Prtect Dcument restrictins n the Wrd Review tab. Siemens PLM Sftware des nt supprt markups when different Office versins are used. Fr example, if a markup cmment is created in Micrsft Office 2007, it may nt pen crrectly in Micrsft Office On the Teamcenter tab f the Office ribbn, the Markup buttn Teamcenter Markup Manager view. displays the Client fr Office markup features wrk with Wrd s built-in markup features, which are available n the Review tab f the Office ribbn. The dcument displays Teamcenter Markup Manager cmments accrding t yur Tracking settings n the Review tab. PLM00112 H Client fr Micrsft Office Guide 7-1

124 Chapter 7 Cnducting cntent reviews in Wrd dcuments Teamcenter Markup Manager view On the Teamcenter tab, the Markup buttn displays the Teamcenter Markup Manager view. Use this view t perfrm tasks fr a dcument in a review cycle. At the tp, the view cntains the Lad and Save/Extract buttns. These buttns execute Teamcenter markup actins. Belw the markup buttns, the view cntains tw panes. The upper pane cntains a hierarchical tree f user categries and names. Belw the rt nde, the secndary ndes represent categries f users wh wn cmments in the dcument. The lwer pane displays cmments as items in a list, resembling the message layut in yur Outlk Inbx. Cautin Siemens PLM Sftware recmmends against setting Prtect Dcument restrictins n the Wrd Review tab. Using the markup buttns At the tp f the Teamcenter Markup Manager view, the buttns execute markup actins n the pen Wrd dcument and its assciated Teamcenter markup datasets. Buttn Lad Actin Remves all existing cmments and inserts cmments frm all Teamcenter markup datasets that are currently assciated with the dcument. Cautin In a dcument with Wrd Prtect Dcument restrictins: Wrd hides existing cmments and they cannt be remved with the Lad buttn. Wrd s hidden cmments cause cmment sequence numbers t be reset s that they d nt reflect the actual sequence in the dcument. The crrect sequence numbers are restred when the user clses and repens the dcument. 7-2 Client fr Micrsft Office Guide PLM00112 H

125 Cnducting cntent reviews in Wrd dcuments Buttn Save/Extract Actin Depends n the rle that the user assumes. Fr an authr, remves all existing cmments t a separate XML file, which is saved in Teamcenter as a markup dataset. Fr a reviewer, saves new and mdified cmments in Teamcenter as a markup dataset. The Save/Extract buttn is unavailable fr a reader. Reprt Fr mre infrmatin, see Rles in a cntent review. Generate an XML list f the current markups and dispsitins and pen them the Micrsft Excel. Teamcenter markup datasets are autmatically assciated with the dcument and the users wh wn the cmments. Markup datasets cannt be displayed by expanding the surce datasets in the Client fr Office Flder View. Use the Teamcenter rich client t display markup datasets. Using the cmment wners tree In the Teamcenter Markup Manager view, the upper pane cntains a hierarchical tree that cnsists f the fllwing: The rt nde, named All Users A secndary nde named Teamcenter Users At the next lwer level, a nde is shwn fr each Teamcenter user wh wns cmments that are laded frm a Teamcenter markup dataset. The user s Teamcenter identifier is shwn in parentheses (( )) t the right f the name. A secndary nde named Other Users At the next lwer level, a nde is shwn fr each external user wh wns cmments that are inserted thrugh the standard Wrd markup features. The user s initials are shwn in brackets ([ ]) t the right f the name. Each nde cntains the fllwing: A minus sign (-) r a plus sign (+) in the leftmst psitin. Yu use the signs t cllapse and expand the ndes. The tree is fully expanded by default. A check bx t the left f the nde name. PLM00112 H Client fr Micrsft Office Guide 7-3

126 Chapter 7 Cnducting cntent reviews in Wrd dcuments Yu use the check bxes t hide and shw cmments in the details list and in the dcument. All check bxes are selected by default. Cllapse and expand ndes In the cmment wners tree, d ne r bth f the fllwing: Click the minus sign (-) fr each nde that yu want t cllapse. Lwer level ndes are hidden and the minus sign becmes a plus sign (+). Click the plus sign (+) fr each nde that yu want t expand. Lwer level ndes are displayed and the plus sign becmes a minus sign. Hide and shw cmments In the cmment wners tree, d ne r bth f the fllwing: Clear the check bx fr each user whse cmments yu want t hide. Tip Yu can clear the check bx fr the rt nde r a secndary nde t clear all lwer level check bxes simultaneusly. The cmments are hidden in the details list and in the dcument. Select the check bx fr each user whse cmments yu want t shw. Tip Yu can select the check bx fr the rt nde r a secndary nde t select all lwer level check bxes simultaneusly. The cmments are displayed in the details list and in the dcument. A slidly filled check bx indicates a mixture f selected and cleared check bxes belw that nde. Using the cmment details list In the Teamcenter Markup Manager view, the lwer pane displays review cmments as line items in a list. Each line cntains markup details fr ne cmment. This layut resembles that f the message list in Outlk. Frm left t right, each line shws the fllwing details: A graphic symbl that indicates the cmment type The wning user s name and user identifier The cmment text is shwn belw the name and identifier. The date and timestamp f the mst recent user actin Yu can arrange cmments in the list and navigate frm the list t cmments in the dcument. 7-4 Client fr Micrsft Office Guide PLM00112 H

127 Cnducting cntent reviews in Wrd dcuments Cmment types and symbls The cmment details list displays graphic symbls that indicate cmment types. The symbl fr each cmment appears in the leftmst psitin in the line. Symbl Descriptin Indicates General cmments in dcuments where yu have Read/Write access. General cmments are used infrmally, fr example, ne user s questins n selected cntent and anther user s answers. Yu can delete General cmments befre the dcument s release. Indicates General cmments in dcuments where yu have Read-nly access. Yu cannt mdify r delete General cmments with this symbl. Indicates Hidden cmments that are visible nly t yu as the cmment wner. Arranging cmments in the details list At the tp f the details list, the buttns cntrl the cmment text line display and the cmment srting sequence. Buttn Shw cmment in single/multiple lines Arranged by Descriptin Switches the text line display between: All text lines f each cmment. Only the first text line f each cmment. The single-line display saves space when the details list cntains a large number f cmments. The line length depends n the width f the Teamcenter Markup Manager view. Displays a menu frm which yu can chse the srt key. When yu chse a srt key frm the Arranged by menu, the details list immediately srts the cmments. Yur srt key chice appears in the buttn label. PLM00112 H Client fr Micrsft Office Guide 7-5

128 Chapter 7 Cnducting cntent reviews in Wrd dcuments Arranged by menu srt key Order Descriptin Srts by the cmment sequence numbers that Wrd generates in the dcument. The buttn t the right determines which cmment mves t the tp f the list. First n Tp Last n Tp The tp cmment is the ne with the first sequence number in the dcument. The tp cmment is the ne with the last sequence number in the dcument. Name Srts in alphabetical rder f the wning user names. The buttn t the right determines which cmment mves t the tp f the list. A n Tp Z n Tp The tp cmment is the ne whse wning user name is first in alphabetical rder. The tp cmment is the ne whse wning user name is last in alphabetical rder. User ID Srts in alphabetical rder f the wning user identifiers. The buttn t the right determines which cmment mves t the tp f the list. A n Tp Z n Tp The tp cmment is the ne whse wning user identifier is first in alphabetical rder. The tp cmment is the ne whse wning user identifier is last in alphabetical rder. Date Srts by the mdificatin date and timestamps. The buttn t the right determines which cmment mves t the tp f the list. Latest n Tp Oldest n Tp The tp cmment is the ne whse date and timestamp is the mst recent. The tp cmment is the ne whse date and timestamp is the earliest. Cmment Srts in alphabetical rder f cmment text. The buttn t the right determines which cmment mves t the tp f the list. A n Tp Z n Tp The tp cmment is the ne whse text is first in alphabetical rder. The tp cmment is the ne whse text is last in alphabetical rder. 7-6 Client fr Micrsft Office Guide PLM00112 H

129 Cnducting cntent reviews in Wrd dcuments Arranged by menu srt key Type Descriptin Srts by the General and Hidden cmment types. The buttn t the right determines which cmment mves t the tp f the list. Hidden n Bttm Hidden n Tp The tp cmment is the General cmment with the mst recent date and timestamp. After the last General cmment in the sequence, the first Hidden cmment is the ne with the mst recent date and timestamp. The tp cmment is the Hidden cmment with the mst recent date and timestamp. After the last Hidden cmment in the sequence, the first General cmment is the ne with the mst recent date and timestamp. Navigating t cmments in the dcument When yu select an item in the details list, Client fr Office lcates the crrespnding cmment in the dcument. Fr example: T find the mst recent cmment, yu can chse Arranged by Date, click Latest n Tp, and then click the first item. The cmment and cntent selectin are highlighted in the dcument, with the cursr at the end f the last paragraph in the cmment text. The dcument displays Teamcenter Markup Manager cmments accrding t yur Tracking settings n the Wrd Review tab. Capture Micrsft Wrd cmments as Teamcenter markup If a Micrsft Wrd file has cmments that are nt saved as Teamcenter markups, yu can save the cmments as Teamcenter markups., hwever, that cmments saved as Teamcenter markups are saved as plain text. Any frmatting r fnt changes are lst. 1. In Teamcenter, create a Wrd dataset with the Wrd file that cntains the cmments. 2. In Wrd, frm the Teamcenter ribbn, pen and check ut the dataset. 3. On the Teamcenter markup ribbn, click the Save/Extract buttn. If the dataset is nt checked ut, the Save/Extract buttn nly saves cmments that were initially created by the current user. PLM00112 H Client fr Micrsft Office Guide 7-7

130 Chapter 7 Cnducting cntent reviews in Wrd dcuments The system extracts all the legacy Wrd cmments and saves them as Teamcenter markups using the Teamcenter Markup Manager. The Wrd file s cntent nw is free f cmments. 4. Save the Wrd file and check it in. 5. Clse Wrd. Siemens PLM Sftware recmmends using the Teamcenter Markup Manager t manage cmments. Apply dispsitins t markups Markup Manager allws yu t add dispsitins n markups and generate a reprt. 1. Check ut the dcument. 2. Update the dcument s cntent n the related reviewer s markup. 3. Add a dispsitin cmment n the related reviewer s markup and include a status. 4. Generate a reprt f the markups and the dispsitin f each. 5. Save and extract the markups and dispsitins. 6. Check in the dcument. If any dcument with markup dispsitin is being used in an earlier versin f Client fr Office prir t Teamcenter 10.1, the dispsitin is lst. Prir versins f Client fr Office d nt supprt markup dispsitin. Create dispsitin cmments fr markups 1. Right-click a markup and chse Dispsitin n a selected markup. 2. In the bx, enter a cmment. 3. Click the green check buttn. The dispsitin is added t the markup. Update dispsitin cmments fr markups 1. Right-click a markup and chse Dispsitin n a selected markup. 2. In the bx, update the cmment. 3. Click the green check buttn. The updated dispsitin is added t the markup. Delete dispsitin cmments fr markups 1. Right-click a markup and chse Dispsitin n a selected markup. 7-8 Client fr Micrsft Office Guide PLM00112 H

131 Cnducting cntent reviews in Wrd dcuments 2. In the bx, clear the cmment. 3. Click the green check buttn. The dispsitin is remved frm the markup. Set a status n a dispsitin 1. Right-click a markup with a dispsitin cmment and chse Update dispsitin status. 2. Select ne f the statuses frm the list. Nne Accepted Cancelled Cmpleted Opened Rejected 3. Click the green check buttn. The dispsitin status is added t the markup. Rles in a cntent review Each user wh participates in a cntent review assumes a rle. Client fr Office sets the rle by the way in which the user pens the dcument. The rle fr the current Wrd sessin determines which buttns are available in the Teamcenter Markup Manager view. A given user can assume different rles frm ne Wrd sessin t anther fr the same dcument. Cautin Siemens PLM Sftware recmmends against setting Wrd Prtect Dcument restrictins n the Review tab. PLM00112 H Client fr Micrsft Office Guide 7-9

132 Chapter 7 Cnducting cntent reviews in Wrd dcuments Rle Authr Descriptin Creates r edits the dcument cntent. A user assumes the authr rle by pening and checking ut the dcument in edit mde. In the review cycle, an authr: Prepares the dcument fr distributin t review participants. Revises the dcument accrding t reviewer cmments. An authr can revise all cntent and can mdify and delete any cmment. The Lad and Save/Extract buttns are available fr this rle. Reviewer If a user wh has read and write access pens the dcument in read-nly mde, the user assumes the reviewer rle. Adds cmments as a member f the review team and mdifies thse cmments. A user assumes the reviewer rle by pening the dcument in read-nly mde. In the review cycle, a reviewer: Cannt mdify cmments wned by anther reviewer. Cannt edit dcument cntent. Reader The Lad and Save/Extract buttns are available fr this rle. Receives the dcument fr infrmatinal purpses, fr example, as a curtesy ntice. In the review cycle, a reader: Cannt add cmments. Cannt mdify cmments wned by ther users. Cannt edit dcument cntent. Only the Lad buttn is available fr this rle Client fr Micrsft Office Guide PLM00112 H

133 Cnducting cntent reviews in Wrd dcuments Cautin In a dcument with Wrd Prtect Dcument restrictins: Wrd hides existing cmments and they cannt be remved with the Lad buttn. Wrd s hidden cmments cause cmment sequence numbers t be reset s that they d nt reflect the actual sequence in the dcument. The crrect sequence numbers are restred when the user clses and repens the dcument. Stages in a review cycle In the Teamcenter Markup Manager view, use the Lad and Save/Extract buttns t execute dcument markup actins at all stages f a review cycle. Yur actins are determined by the rle that yu assume. A markup authr prepares the dcument fr review. Markup reviewers add and edit review cmments. At this stage, markup readers can view the cmments that the dcument currently cntains. A markup authr revises the cntent accrding t reviewer markup. Prepare a dcument fr review This tpic is fr markup authrs nly. 1. Set the authr rle by ding ne f the fllwing t pen the dcument: In the Flder View r the Navigatin view, right-click the dcument and chse Open and Check-Out File. On the Teamcenter tab f the ribbn, click the Open buttn t display the Teamcenter Open dialg bx. Use tree in the Hme pane t navigate t and select the dcument. Click the dwn arrw n the Open buttn and chse Open and Check-Out File frm the list. 2. Click the Save/Extract buttn at the tp f the Teamcenter Markup Manager view. Cautin This actin remves all existing cmments and transfers them t a Teamcenter markup dataset, which is saved autmatically. A status message displays a prgress indicatr. 3. When a message asks if yu want t check in the dcument, click Yes. PLM00112 H Client fr Micrsft Office Guide 7-11

134 Chapter 7 Cnducting cntent reviews in Wrd dcuments The cmment-free dcument is ready t send t reviewers. Adding, mdifying, and deleting review cmments Client fr Office uses markup datasets t assciate cmments with a dcument. Markup datasets are generated when authrs extract cmments and when reviewers save cmments. Fr Systems Engineering requirement structures, markups are supprted nly fr the bdy text prperty. Fr infrmatin abut managing Systems Engineering requirement structures in Wrd, see Managing requirements in Wrd. Siemens PLM Sftware recmmends that yu d the fllwing when using the Teamcenter Markup Manager view: Befre wrking with cmments, click the Lad buttn t remve existing cmments and insert the latest nes fr the dcument. Cautin Wrd hides existing cmments in a dcument where Prtect Dcument restrictins are set n the Review tab. Wrd s hidden cmments cannt be remved with the Lad buttn. Wrd s hidden cmments cause cmment sequence numbers t be reset s that they d nt reflect the actual sequence in the dcument. The crrect sequence numbers are restred when yu clse and repen the dcument. When yu finish and befre yu clse the dcument, click the Save/Extract buttn t create r update yur markup dataset. The Save/Extract buttn is unavailable fr markup readers. Add a cmment This tpic is fr markup authrs and reviewers. 1. Set the reviewer rle by ding ne f the fllwing t pen the dcument: In the Flder View r the Navigatin view, right-click the dcument and chse Open File (Read-Only). On the Teamcenter tab f the ribbn, click the Open buttn t display the Teamcenter Open dialg bx. Use the tree in the Hme pane t navigate t and select the dcument. Click the dwn arrw n the Open buttn and chse Open Read-Only frm the list Client fr Micrsft Office Guide PLM00112 H

135 Cnducting cntent reviews in Wrd dcuments 2. In the dcument, select the cntent t assciate with the cmment. 3. Right-click anywhere in the details list, and then chse Create new markup. The cmment appears n a new line with an pen text bx and the fllwing symbls: t the left f the wning user name A check mark t the left f the text bx 4. Place the cursr in the text bx and enter the cmment text. Yu can enter multiple lines f text by pressing Enter t start each new line. 5. T cmmit the new cmment, click the check mark t the left f the text bx. Cautin If yu click frm the list., the new cmment is canceled and its line is remved The new cmment is added t the details list with the default cmment type, General, and the related symbl appears at the left. Mdify cmment text This tpic is fr markup authrs and reviewers. A reviewer cannt mdify ther users cmments. Mdificatins made using Wrd s built-in reviewing features are nt saved in Teamcenter. 1. In the details list, select the cmments whse text yu want t mdify. Yu can select tw r mre cmments using the standard Windws functins fr multiple selectin. 2. Right-click the selectin and chse Mdify selected markups. This ptin is unavailable if the selectin cntains General cmments whse symbls indicate Read-nly access ( ). In the line fr each selected cmment, a text bx pens and the fllwing symbls appear: t the left f the wning user name A check mark t the left f the text bx 3. D the fllwing fr each cmment with an pen text bx: a. Place the cursr in the text bx and enter the cmment text. Yu can enter multiple lines f text by pressing Enter t start each new line. PLM00112 H Client fr Micrsft Office Guide 7-13

136 Chapter 7 Cnducting cntent reviews in Wrd dcuments b. T cmmit yur changes, click the check mark t the left f the text bx. Cautin If yu click, yur changes are canceled and the line reverts t the previus details. The text bx clses and yur changes are displayed in the details list. Mdify cmment types This tpic is fr markup authrs and reviewers. A reviewer cannt mdify ther users cmments. 1. In the details list, select the cmments whse type yu want t mdify. Yu can select tw r mre cmments using the standard Windws functins fr multiple selectin. 2. Right-click the selectin and chse ne f the fllwing: Set selected markups as Hidden This ptin is unavailable when the entire selectin cnsists f cmments whse current type is Hidden. Set selected markups as General This ptin is unavailable when the entire selectin cnsists f cmments whse current type is General. Fr mre infrmatin, see Cmment types and symbls. The details list displays the symbls fr the new types. If the srt key is Arranged by Type, the details list re-srts the cmments within the new type. View cmments as a markup reader This tpic is fr markup readers. A reader cannt add, mdify, r delete cmments. At the tp f the Teamcenter Markup Manager view, click the Lad buttn t remve existing cmments and get the current nes fr the dcument. Wrd hides existing cmments in a dcument where Prtect Dcument restrictins are set n the Review tab. Wrd s hidden cmments cannt be remved with the Lad buttn. Wrd s hidden cmments cause cmment sequence numbers t be reset s that they d nt reflect the actual sequence in the dcument. The crrect sequence numbers are restred when yu clse and repen the dcument Client fr Micrsft Office Guide PLM00112 H

137 Cnducting cntent reviews in Wrd dcuments Cmments frm the current Teamcenter markup datasets are inserted in the dcument and appear in the details list. The markup datasets are autmatically assciated with the dcument when reviewers save cmments and when authrs extract cmments. Wrd displays Teamcenter Markup Manager cmments accrding t yur Tracking settings n the Review tab. Yu can arrange cmments in the details list and navigate frm the list t cmments in the dcument. Fr mre infrmatin, see Arranging cmments in the details list and Navigating t cmments in the dcument. Delete cmments This tpic is fr markup authrs and reviewers. A reviewer cannt delete ther users cmments. 1. In the details list, select the cmments. Yu can select tw r mre cmments using the standard Windws functins fr multiple selectin. 2. Right-click the selectin and chse Delete selected markups. This ptin is unavailable if the selectin cntains General cmments whse symbls indicate Read-nly access ( ). A warning message displays if the selectin mixes Read/Write cmments with ther cmment types. The cmments are remved frm the details list and frm the dcument. Revising a dcument accrding t reviewer cmments This tpic is fr markup authrs nly. At the end f a review cycle, an authr uses cmments frm the reviewers as a guide in revising the dcument. Revisins begin with lading the current cmments by clicking the Lad buttn at the tp f the Teamcenter Markup Manager view. PLM00112 H Client fr Micrsft Office Guide 7-15

138 Chapter 7 Cnducting cntent reviews in Wrd dcuments Cautin Wrd hides existing cmments in a dcument where Prtect Dcument restrictins are set n the Review tab. Wrd s hidden cmments cannt be remved with the Lad buttn. Wrd s hidden cmments cause cmment sequence numbers t be reset s that they d nt reflect the actual sequence in the dcument. The crrect sequence numbers are restred when the user clses and repens the dcument. Fr example, the cmments may call fr any r all f the fllwing revisins: Edit the dcument cntent using the standard Wrd features. Delete cmments fr which revisins are cmplete. Add r mdify cmments fr release with the dcument. Fr example, an authr can add a new cmment and its text and then apprve the dcument. When revisins are cmplete, transfer cmments frm the dcument t a Teamcenter markup dataset. The Save/Extract buttn remves all cmments t an intermediate XML file and saves the XML data in the markup dataset. Save the dcument and check it int Teamcenter. The dcument is nw cmment-free and ready fr anther review cycle r fr final release. Cmments can be reladed frm markup datasets at any time Client fr Micrsft Office Guide PLM00112 H

139 Chapter 8 Handling yur Teamcenter wrkflw Managing Teamcenter wrkflw tasks Wrkflw task types Using wrkflw task buttns D task buttns Select signff task buttns Acknwledge task buttns Review task buttns Cnditin task buttns Frm task buttns Brwse yur wrklist Brwse yur wrklist using the Flder View Brwse yur wrklist using the Brwse view Brwse yur wrklist using the My Wrklist buttn Initiate a wrkflw prcess fr a Teamcenter bject Perfrm a task Reassign r delegate a task Select a sign-ff team View wrkflw reviewer cmments Special wrkflw tasks in Outlk Brwse yur wrklist using Outlk Brwse yur wrklist using Outlk Display yur Teamcenter wrkflw tasks Update yur Teamcenter wrklist Perfrm Teamcenter sign-ffs Open an Outlk message stred in Teamcenter Send an Outlk message cntaining Teamcenter task data Save an Outlk 2010 message in Teamcenter PLM00112 H Client fr Micrsft Office Guide

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141 Chapter 8 Handling yur Teamcenter wrkflw Managing Teamcenter wrkflw tasks Wrkflw is the autmatin f business prcesses t accmplish an bjective. A wrkflw prcess is initiated by a user, and wrkflw tasks are assigned t users. Wrkflws pass dcuments, infrmatin, and tasks between participants during the cmpletin f a particular prcess. With Outlk and Teamcenter wrking tgether, yu can access yur wrkflw tasks, execute the tasks, and apprve r reject the tasks withut ever pening Teamcenter. In Client fr Office, yu can wrk with wrkflws by ding the fllwing: Brwse yur wrklist. Yur wrklist inbx cntains the fllwing flders: PLM00112 H Client fr Micrsft Office Guide 8-1

142 Chapter 8 Handling yur Teamcenter wrkflw Tasks t Perfrm Any tasks yu are assigned appear in the Tasks t Perfrm flder. Once the cmpletin criteria f a task are met (fr example, the required qurum f apprvals fr a perfrm-signffs task are granted), the task is cmplete and is remved frm the flder. Tasks t Track If yu initiate a prcess, but are nt respnsible fr the currently active task, Teamcenter places the task in the Tasks t Track flder. When the cmpletin criteria f the task are met, the task is cmplete and is remved frm the flder. Initiate a wrkflw prcess fr a Teamcenter bject. When yu initiate a wrkflw prcess, yu are the prcess wner. The rt task f the prcess is placed in yur Inbx, and yu becme the respnsible party. Perfrm wrkflw tasks. Pending tasks are in the Tasks t Perfrm flder. Tasks yu have perfrmed are in the Tasks t Track flder. Fr mre infrmatin abut managing yur wrklist, see the Getting Started with Wrkflw Guide. Reassign and delegate tasks. Reassign a task t transfer wnership f the parent task t the selected user and make that user the respnsible party fr the task. Reassigning a task des nt transfer yur signff respnsibility. Delegate yur signff respnsibility t authrize anther user t perfrm a perfrm-signffs subtask that is currently assigned t yu. If yu are selected t a signff team based n yur inclusin under a signff prfile, yu can nly delegate the perfrm-signffs subtask t anther user wh can match yur signff prfile grup and rle. Otherwise, yu can delegate the perfrm-signffs subtask t any ther user. Reassign and delegate tasks using resurce pls. Yu can use resurce pls t balance wrkflw tasks between grups f users. Resurce pls let yu balance wrkflw task assignments. They allw pen-ended assignments, permitting any user t accept respnsibility fr a task that is assigned t a grup, rle, r a rle in a grup. Users have the ptin f subscribing t specific resurce pl inbxes; hwever, they can nly perfrm tasks if they are valid members f the 8-2 Client fr Micrsft Office Guide PLM00112 H

143 Handling yur Teamcenter wrkflw grup r are assigned the apprpriate rle. Yu can subscribe t resurce pls using the Teamcenter rich client r thin client. Fr mre infrmatin abut subscribing t resurce pls, see the Getting Started with Wrkflw. Tasks assigned t a resurce pl appear in the Tasks t Perfrm flder and the Tasks t Track flder f the apprpriate resurce pl inbx. Any member f the resurce pl can then accept respnsibility and perfrm the task. Select a sign-ff team. Fr a select-signff-team task, yur respnsibility is t specify the users wh are required t sign ff the target bject f the task. View all reviewer cmments fr a wrkflw task. Wrkflw task types A task template is a blueprint f a wrkflw task. A task is a fundamental building blck used t cnstruct a wrkflw prcess. Each task defines a set f actins, rules, and resurces used t accmplish that task. Tasks Buttn Definitin D Task Acknwledge Task Review Task This task has tw ptins if at least ne failure path is cnfigured. Cmplete cnfirms the cmpletin f a task and triggers the branching t a success path. Unable t Cmplete indicates the task is unable t cmplete, fr varius reasns. The task uses the EPM-hld handler t prevent the task frm autmatically cmpleting when started. This task uses the Acknwledged and Nt Acknwledged subtasks, each f which has its wn dialg bx. This task uses the select-signff-team and perfrm-signffs subtasks, each f which has its wn dialg bx. Rute Task This task is the electrnic equivalent f a ruting sheet; the task is used t assign different respnsibilities fr the same task t multiple users. After yu cmplete a Rute task, users are ntified f their tasks using Teamcenter mail. This task uses the Review, Acknwledge, and Ntify subtasks, each f which has its wn dialg bx. PLM00112 H Client fr Micrsft Office Guide 8-3

144 Chapter 8 Handling yur Teamcenter wrkflw Tasks Buttn Definitin Custm frm task Cnditin Task This task carries yur custm frms r ther site-specific tasks fr users t cmplete. Yu use the EPM-display-frm handler t display the specified frms attached t a specified custm task and EPM-create-frm handler t create an instance f a specified frm and attach the frm t the specified task. The EPM-display-frm handler creates the frm when the Start actin is initiated, the EPM-display-frm handler displays the frm when the Perfrm actin is initiated, and the EPM-hld handler t prevent the task frm autmatically cmpleting, allwing the frm t be cmpleted by the user. This task branches a wrkflw accrding t defined query criteria. It requires that the succeeding task cntains a check-cnditin handler that accepts a Blean value f either True r False. Using wrkflw task buttns The prcess template specifies the buttns and bxes that are displayed fr the selected task. These elements may vary amng tasks f the same type. Sme elements are particular t certain task types. Required elements are marked by an asterisk (*) in the view. D task buttns The fllwing elements are displayed when yu perfrm a D task. Elements Refresh buttn Cmments bx Passwrd bx Cmplete buttn Descriptin Synchrnizes the Perfrm Wrkflw Task view with the latest data in Teamcenter. Describes additinal infrmatin abut the task. Yur Teamcenter passwrd. This bx displays if the prcess template specifies user authenticatin. Indicates that yu cmpleted the task. The task is remved frm yur Tasks t Perfrm flder. 8-4 Client fr Micrsft Office Guide PLM00112 H

145 Handling yur Teamcenter wrkflw Elements Reassign buttn Descriptin Displays the Reassign dialg bx, where yu can change the rle f respnsible party frm yu t anther user. The task is mved t yur Tasks t Track flder. Fr mre infrmatin, see Reassign r delegate a task. Select signff task buttns The fllwing elements are displayed when yu perfrm a select-signff-team task. Elements Refresh buttn Cmments bx Passwrd bx Select Signff Team buttn Descriptin Synchrnizes the Perfrm Wrkflw Task view with the latest data in Teamcenter. Describes additinal infrmatin abut the task. Yur Teamcenter passwrd. This bx displays if the prcess template specifies user authenticatin. Displays the Select Signff Team dialg bx, where yu specify the users wh need t review, acknwledge, r be ntified f the task. This task is a subtask fr the Review, Acknwledge, and Rute tasks. Fr the Review task, yu specify the users needed t review the task. Fr the Acknwledge task, yu specify the users needed t acknwledge the task. Fr the Rute task, yu can specify the actin and the users needed t perfrm the task. Yu can set the actin t Review, Acknwledge r Ntify. Fr mre infrmatin, see Select a sign-ff team. PLM00112 H Client fr Micrsft Office Guide 8-5

146 Chapter 8 Handling yur Teamcenter wrkflw Elements Reassign buttn Descriptin Displays the Reassign dialg bx, where yu can change the rle f respnsible party frm yu t anther user. The task is mved t yur Tasks t Track flder. Fr mre infrmatin, see Reassign r delegate a task. Acknwledge task buttns The fllwing elements are displayed when yu perfrm an Acknwledge task. The fllwing elements are displayed frm the perfrm-signff-team subtask f the Acknwledge task. Elements Refresh buttn Passwrd bx Signff Task and View all Reviews Decisins buttn Descriptin Synchrnizes the Perfrm Wrkflw Task view with the latest data in Teamcenter. Yur Teamcenter passwrd. This bx displays if the prcess template specifies user authenticatin. Displays the Task Instructins dialg bx with the fllwing elements: Acknwledged buttn Indicates that yu received the task and reviewed the dcument. The task is remved frm yur Tasks t Perfrm flder. Nt Acknwledged buttn Indicates that yu received the task but did nt review the dcument. The task remains in yur Tasks t Perfrm flder. Delegate buttn Displays the Delegate dialg bx, where yu can assign task respnsibility t anther user. The task is mved t yur Tasks t Track flder. Cmments bx Describes additinal infrmatin abut the task. 8-6 Client fr Micrsft Office Guide PLM00112 H

147 Handling yur Teamcenter wrkflw Review task buttns The fllwing elements are displayed when yu perfrm a Review task. The fllwing elements are displayed frm the perfrm-signff-team subtask f the Review task. Elements Refresh buttn Passwrd bx Signff Task and View all Reviews Decisins buttn Descriptin Synchrnizes the Perfrm Wrkflw Task view with the latest data in Teamcenter. Yur Teamcenter passwrd. This bx displays if the prcess template specifies user authenticatin. Displays the Task Instructins dialg bx with the fllwing elements: Apprve buttn Indicates that yu received the task and apprved the dcument. The task is remved frm yur Tasks t Perfrm flder. Reject buttn Indicates that yu received the task but rejected the dcument. The task is remved frm yur Tasks t Perfrm flder. N Decisin buttn Indicates that yu received the task but did nt review the dcument. The task remains in yur Tasks t Perfrm flder. Delegate buttn Displays the Delegate dialg bx, where yu can assign task respnsibility t anther user. The task is mved t yur Tasks t Track flder. Cmments bx Describes additinal infrmatin abut the task. PLM00112 H Client fr Micrsft Office Guide 8-7

148 Chapter 8 Handling yur Teamcenter wrkflw Cnditin task buttns The fllwing elements are displayed when yu perfrm a Cnditin task. Elements Cnditin path buttn Unset buttn Unable t Cmplete buttn Reassign buttn Descriptin Indicates the wrkflw prcess cntinues alng the branch specified by the cnditin path buttn based n the requirements listed in the Instructins bx. Fr example, a False buttn indicates the wrkflw prcess cntinues alng the false branch, and a True buttn indicates the wrkflw prcess cntinues alng the true branch. The task is remved frm yur Tasks t Perfrm flder. Prevents the task frm cmpleting and pauses the wrkflw prcess. Indicates that the task cannt be dne. The task is remved frm yur Tasks t Perfrm flder. This buttn displays if the prcess template specifies a task failure path. Displays the Reassign dialg bx, where yu can change the rle f respnsible party frm yu t anther user. The task is mved t yur Tasks t Track flder. Fr mre infrmatin, see Reassign r delegate a task. Frm task buttns The fllwing elements are displayed when yu perfrm a Frm task. Elements Custm frm fields Cmplete buttn Descriptin Fields that are required t be filled in depending n the custm frm carried with the task. Indicates that yu did the task. The task is remved frm yur Tasks t Perfrm flder. 8-8 Client fr Micrsft Office Guide PLM00112 H

149 Handling yur Teamcenter wrkflw Elements Unable t Cmplete buttn Reassign buttn Descriptin Indicates that the task cannt be dne. The task is remved frm yur Tasks t Perfrm flder. This buttn displays if the prcess template specifies a task failure path. Displays the Reassign dialg bx, where yu can change the rle f respnsible party frm yu t anther user. The task is mved t yur Tasks t Track flder. Fr mre infrmatin, see Reassign r delegate a task. Brwse yur wrklist Yu can brwse yur wrklist t display yur inbxes and any subscribed resurce pl inbxes. Yu must subscribe t resurce pl inbxes, but yu can nly perfrm tasks frm the resurce pl if yu are a valid member f the grup r are assigned the apprpriate rle. Any member f the resurce pl can then accept respnsibility and perfrm the task. Yu can subscribe t resurce pls using the Teamcenter rich client r thin client. Fr mre infrmatin abut subscribing t resurce pls, see Getting Started with Wrkflw. Yur wrklist inbxes cntain the fllwing flders: Tasks t Perfrm Any tasks yu are assigned appear in the Tasks t Perfrm flder. Once the cmpletin criteria f a task are met (fr example, the required qurum f apprvals fr a perfrm-signffs task have been granted), the task is cmplete and is remved frm the flder. Tasks t Track If yu initiate a prcess, but are nt respnsible fr the currently active task, Teamcenter places the task in the Tasks t Track flder. When the cmpletin criteria f the task are met, the task is cmplete and is remved frm the flder. Brwse yur wrklist using the Flder View 1. Click the Teamcenter tabfinavigatin and View grupfinavigate and chse Flder View. Because the Teamcenter tab is nt available in Micrsft Outlk 2007, click Brwse Teamcenter r TlsfiBrwse Teamcenter. The Flder View displays yur Hme flder, yur inbx, and yur saved searches. 2. Click the buttn t the left f My Wrklist t expand yur wrklist. PLM00112 H Client fr Micrsft Office Guide 8-9

150 Chapter 8 Handling yur Teamcenter wrkflw Hme My Wrklist My Saved Searches Yur inbx and any resurce pl inbxes that yu are subscribed t are displayed as shwn in the fllwing example. Hme My Wrklist Bill (Bill) Inbx(1) Design/* Inbx(1) user inbx resurce pl inbx 3. Expand the inbx yu want t display the tasks fr. The Tasks t Perfrm and the Tasks t Track flders are displayed as shwn in the fllwing example. Hme My Wrklist Bill (Bill) Inbx(1) Tasks t Perfrm Tasks t Track 4. Expand the task flders t display the tasks and the tasks t display the targets. The Tasks t Perfrm and the Tasks t Track flders are displayed as shwn in the fllwing example. Hme My Wrklist Bill (Bill) Inbx(1) Tasks t Perfrm REQ-1 (perfrm-signffs) REQ-1 (perfrm-signffs) Tasks t Track 8-10 Client fr Micrsft Office Guide PLM00112 H

151 Handling yur Teamcenter wrkflw 5. Yu can d the fllwing fr each task: T perfrm the task, right-click the task and chse View/Perfrm Task. The Perfrm Wrkflw Task view displays. T insert the task bject data int an pen Office dcument, right-click the task and chse Insert. 6. Yu can right-click a task target and chse ne f the fllwing: Chse Prperties t view the prperties in the Prperties Display view. Chse Check-In/Out t check in r check ut the target in the Teamcenter Check-In/Out view. Chse Insert t insert the bject data int an pen Office dcument. Chse Open File (Read-Only) r Open and Check-Out File t pen a target Office dcument fr viewing r editing. Brwse yur wrklist using the Brwse view 1. Click the Teamcenter tabfinavigatin and View grupfinavigate and chse Brwse. The Brwse view displays yur Hme flder, yur inbx, and yur saved searches. 2. Click My Wrklist t expand yur wrklist. Start > Hme My Wrklist My Saved Searches Yur inbx and any resurce pl inbxes that yu are subscribed t are displayed as shwn in the fllwing example. Start >My Wrklist> Bill (Bill) Inbx(1) user inbx PLM00112 H Client fr Micrsft Office Guide 8-11

152 Chapter 8 Handling yur Teamcenter wrkflw Design/* Inbx(1) resurce pl inbx 3. Click the inbx yu want t display the tasks fr. The Tasks t Perfrm and the Tasks t Track flders are displayed as shwn in the fllwing example. Start > My Wrklist> Chester (Chester) Inbx(1) Tasks t Perfrm Tasks t Track 4. Click the task flders t expand them and view yur tasks. T return t a previus level in the Navigatin view, click the level in the Start line at the tp f the view. Yur tasks are displayed as shwn in the fllwing example. Start > My Wrklist> Chester (Chester) Inbx(1) > Tasks t Perfrm REQ-1 (select-signff-team) REQ-2 (perfrm-signffs) 5. Click the tasks t display the targets f the task. Yur task targets are displayed as shwn in the fllwing example. Start > My Wrklist> Chester (Chester) Inbx(1) > Tasks t Perfrm >select-signff-team > REQ-1 (select-signff-team) 6. Yu can d the fllwing fr each task: T perfrm the task, right-click the task and chse View/Perfrm Task. The Perfrm Wrkflw Task view displays Client fr Micrsft Office Guide PLM00112 H

153 Handling yur Teamcenter wrkflw T insert the task bject data int an pen Office dcument, right-click the task and chse Insert. 7. Yu can right-click a task target and chse ne f the fllwing: Chse Prperties t view the prperties in the Prperties Display view. Chse Check-In/Out t check in r check ut the target in the Teamcenter Check-In/Out view. Chse Insert t insert the bject data int an pen Office dcument. Chse Open File (Read-Only) r Open and Check-Out File t pen a target Office dcument fr viewing r editing. Brwse yur wrklist using the My Wrklist buttn 1. Click the Teamcenter tabfiwrkflw grupfimy Wrklist. The My Wrklist view autmatically navigates t yur My Wrklist flder and displays yur inbxes. Yur inbx and any resurce pl inbxes that yu are subscribed t are displayed as shwn in the fllwing example. Navigatin Start > My Wrklist> Bill (Bill) Inbx(1) Design/* Inbx(1) user inbx resurce pl inbx 2. Click the inbx yu want t display the tasks fr. The Tasks t Perfrm and the Tasks t Track flders are displayed as shwn in the fllwing example. Navigatin Start > My Wrklist> Chester (Chester) Inbx(1) Tasks t Perfrm Tasks t Track 3. Click the task flders t display the tasks, and click the tasks t display the targets. 4. Yu can d the fllwing fr each task: T perfrm the task, right-click the task and chse View/Perfrm Task. The Perfrm Wrkflw Task view displays. PLM00112 H Client fr Micrsft Office Guide 8-13

154 Chapter 8 Handling yur Teamcenter wrkflw T insert the task bject data int an pen Office dcument, right-click the task and chse Insert. 5. Yu can right-click a task target and chse ne f the fllwing: Chse Prperties t view the prperties in the Prperties Display view. Chse Check-In/Out t check in r check ut the target in the Teamcenter Check-In/Out view. Chse Insert t insert the bject data int an pen Office dcument. Chse Open File (Read-Only) r Open and Check-Out File t pen a target Office dcument fr viewing r editing. Initiate a wrkflw prcess fr a Teamcenter bject A Teamcenter dcument must be pen in the active Office applicatin. The pen dcument can be either the prcess target r anther Teamcenter dcument. 1. Select the bject in the Flder View, the Navigatin view, r the Search Results view. The bject can have an Office file type ther than that f the active applicatin. 2. Click New Wrkflw Prcess n the Teamcenter ribbn, r right-click the bject and chse New Wrkflw Prcess. The New Wrkflw Prcess dialg bx displays. 3. Type a name fr the new prcess in the Prcess Name bx. Yu can als type an ptinal descriptin in the Descriptin bx. 4. In the Prcess Templates list, select the template t apply t the new prcess. When All (the default) is selected, the Prcess Templates list shws all prcess templates. Yu can click Assigned t ppulate the list with nly thse prcess templates that are assigned t the bject type. 5. Click OK t initiate the prcess. The item revisin cntaining the Office dcument is ruted t the wrkflw as the target f the new prcess. Perfrm a task 1. Brwse t the task in the My Wrklist view, the Navigatin view, r the Flder View. Fr mre infrmatin, see Brwse yur wrklist Client fr Micrsft Office Guide PLM00112 H

155 Handling yur Teamcenter wrkflw 2. Right-click the task and chse View/Perfrm Task. The Perfrm Wrkflw Task view displays. 3. D the apprpriate actins fr the task, accrding t the elements displayed in the Perfrm Wrkflw Task view. Fr mre infrmatin, see Using wrkflw task buttns. Reassign r delegate a task 1. Brwse t the task in the My Wrklist view, the Navigatin view, r the Flder View. Fr mre infrmatin, see Brwse yur wrklist. 2. Right-click the task and chse View/Perfrm Task. The Perfrm Wrkflw Task view displays. 3. D ne f the fllwing: Click the Reassign buttn t display the Reassign dialg bx. Click the Delegate buttn t display the Delegate dialg bx. 4. Under Organizatin Prfiles, expand the grup and rle ndes t display the user t whm yu want t reassign the task. Tip Yu can quickly lcate grups, rles, and users by using the cntrls at the bttm f the dialg bx: Type the grup name in the bx and click the Search fr Grup buttn. Type the rle name in the bx and click the Search fr Rle buttn. Type the user name in the bx and click the Search fr User buttn. Then, expand the ndes t display the user. Yu can restre the default settings by clicking Refresh. 5. Select the user and click OK. The task is mved t yur Tasks t Track flder and is sent t the new wner s Tasks t Perfrm flder. Select a sign-ff team 1. Brwse t the task in the My Wrklist view, the Navigatin view, r the Flder View. Fr mre infrmatin, see Brwse yur wrklist. PLM00112 H Client fr Micrsft Office Guide 8-15

156 Chapter 8 Handling yur Teamcenter wrkflw 2. Right-click the task and chse View/Perfrm Task. The Perfrm Wrkflw Task view displays. 3. Click the Select Signff Team buttn t display the Select Signff Team dialg bx. 4. In the Organizatin Prfiles sectin, expand the ndes t display the apprpriate grup, rle, r user. Tip Yu can quickly lcate grups, rles, and users by using the cntrls at the bttm f the dialg bx: Type the grup name in the bx and click the Search fr Grup buttn. Type the rle name in the bx and click the Search fr Rle buttn. Type the user name in the bx and click the Search fr User buttn. Then, expand the ndes t display the user. Yu can restre the default settings by clicking Refresh. The Organizatin Prfiles list must be created using the Teamcenter rich client. 5. In the Signff Team sectin, select the Users nde, and then d ne r bth f the fllwing: T add a grup, rle, r user t the sign-ff team: a. Select the crrespnding nde under Organizatin Prfiles. b. Click the left arrw in the center f the dialg bx. T remve a grup, rle, r user frm the sign-ff team: a. Select the crrespnding nde grup, rle, r user under the Users nde in the Signff Team sectin. b. Click the right arrw in the center f the dialg bx. Repeat these steps t add r remve ther users fr the sign-ff team. View wrkflw reviewer cmments 1. Brwse t the task in the My Wrklist view, the Navigatin view, r the Flder View. Fr mre infrmatin, see Brwse yur wrklist. 2. Right-click the task and chse View/Perfrm Task. The Perfrm Wrkflw Task view displays Client fr Micrsft Office Guide PLM00112 H

157 Handling yur Teamcenter wrkflw 3. Click the Signff Task and View all Reviews Decisins buttn. 4. Frm the Task instructins dialg bx and click the buttn under the Decisin heading. Click the Apprve buttn t apprve the dcument. The task is remved frm yur Tasks t Perfrm flder. Click the Reject buttn t reject the dcument. The task is remved frm yur Tasks t Perfrm flder. Click the N Decisin buttn t indicate yu did nt review the dcument. The task remains in yur Tasks t Perfrm flder. 5. Click the Delegate buttn if yu want t assign the task respnsibility t anther user. The task is mved t yur Tasks t Track flder. 6. Type a cmment in the Cmments bx t describes additinal infrmatin abut the task. 7. Click OK. Special wrkflw tasks in Outlk In Outlk, Client fr Office incrprates Teamcenter wrkflw features thrugh the Teamcenter custm tlbar and Teamcenter cmmands n the Outlk Tls menu. Outlk 2010 displays the Teamcenter tab t access yur Teamcenter wrklist and initiate a wrkflw. Fr mre infrmatin abut the capability prvided by the Teamcenter tab, see Teamcenter tab. Outlk 2007 displays the Teamcenter cmmands under the tp tlbar and the Tls menu t access yur Teamcenter wrklist and initiate a wrkflw. When yu brwse yur wrklist, the fllwing flders are displayed: Tasks t Perfrm Any tasks yu are assigned appear in the Tasks t Perfrm flder. Once the cmpletin criteria f a task are met (fr example, the required qurum f apprvals fr a perfrm-signffs task have been granted), the task is cmplete and is remved frm the flder. Tasks t Track If yu initiate a prcess, but are nt respnsible fr the currently active task, Teamcenter places the task in the Tasks t Track flder. When the cmpletin criteria f the task are met, the task is cmplete and is remved frm the flder. Yu can als display yur Teamcenter wrklist tasks in yur Outlk T-D List. Yu use the cmmand Synchrnize Teamcenter Tasks t synchrnize yur Teamcenter tasks t yur Outlk tasks. Yu can als use Outlk t d the fllwing: Brwse yur wrklist. PLM00112 H Client fr Micrsft Office Guide 8-17

158 Chapter 8 Handling yur Teamcenter wrkflw Perfrm Teamcenter sign-ffs. Send an Outlk message cntaining Teamcenter task data. Save an Outlk 2010 message in Teamcenter. Brwse yur wrklist using Outlk 2010 Use ne f the fllwing methds t display yur wrklist in Outlk 2010: Click the Teamcenter tabfinavigatin and View grupfinavigate and chse Brwse. The Brwse view displays yur Hme flder, yur inbx, and yur saved searches. 1. Click My Wrklist t expand yur wrklist. Navigatin Start > Hme My Wrklist My Saved Searches Yur inbx and any resurce pl inbxes that yu are subscribed t are displayed as shwn in the fllwing example. Navigatin Start > My Wrklist> Bill (Bill) Inbx(1) Design/* Inbx(1) user inbx resurce pl inbx 2. Click the inbx yu want t display the tasks fr. The Tasks t Perfrm and the Tasks t Track flders are displayed as shwn in the fllwing example. Navigatin Start > My Wrklist> Chester (Chester) Inbx(1) Tasks t Perfrm Tasks t Track 3. Click the task flders t expand them and view yur tasks Client fr Micrsft Office Guide PLM00112 H

159 Handling yur Teamcenter wrkflw T return t a previus level in the Navigatin view, click the level in the Start line at the tp f the view. Yur tasks are displayed as shwn in the fllwing example. Navigatin Start > My Wrklist> Chester (Chester) Inbx(1) > Tasks t Perfrm REQ-1 (select-signff-team) REQ-2 (perfrm-signffs) 4. Click the tasks t display the targets f the task. Yur task targets are displayed as shwn in the fllwing example. Navigatin Start > My Wrklist> Chester (Chester) Inbx(1) > Tasks t Perfrm >select-signff-team > REQ-1 (select-signff-team) Click the Teamcenter tabfinavigatin and View grupfinavigate and chse Flder View. The Flder View displays yur Hme flder, yur inbx, and yur saved searches. Because the Teamcenter tab is nt available in Micrsft Outlk 2007, the Brwse Teamcenter cmmand lcated under the Office 2007 tp tlbar is used t navigate Teamcenter in the Flder View and brwse yur wrklist. 1. Click the buttn t the left f My Wrklist t expand yur wrklist. Navigatin - Flder View Hme My Wrklist My Saved Searches Yur inbx and any resurce pl inbxes that yu are subscribed t are displayed as shwn in the fllwing example. Navigatin - Flder View Hme My Wrklist Bill (Bill) Inbx(1) Design/* Inbx(1) user inbx resurce pl inbx 2. Expand the inbx yu want t display the tasks fr. PLM00112 H Client fr Micrsft Office Guide 8-19

160 Chapter 8 Handling yur Teamcenter wrkflw The Tasks t Perfrm and the Tasks t Track flders are displayed as shwn in the fllwing example. Navigatin - Flder View Hme My Wrklist Bill (Bill) Inbx(1) Tasks t Perfrm Tasks t Track 3. Expand the task flders t display the tasks and the tasks t display the targets. The Tasks t Perfrm and the Tasks t Track flders are displayed as shwn in the fllwing example. Navigatin - Flder View Hme My Wrklist Bill (Bill) Inbx(1) Tasks t Perfrm REQ-1 (perfrm-signffs) REQ-1 (perfrm-signffs) Tasks t Track Click the Teamcenter tabfiwrkflw grupfimy Wrklist. The My Wrklist view autmatically navigates t yur My Wrklist flder and displays yur inbxes. Yur inbx and any resurce pl inbxes that yu are subscribed t are displayed as the example shws belw: Navigatin Start > My Wrklist> Bill (Bill) Inbx(1) Design/* Inbx(1) user inbx resurce pl inbx 1. Click the inbx yu want t display the tasks fr. The Tasks t Perfrm and the Tasks t Track flders are displayed as shwn in the fllwing example. Navigatin Start > My Wrklist> Chester (Chester) Inbx(1) Tasks t Perfrm 8-20 Client fr Micrsft Office Guide PLM00112 H

161 Handling yur Teamcenter wrkflw Tasks t Track 2. Click the task flders t display the tasks, and click the tasks t display the targets. Brwse yur wrklist using Outlk Click Brwse Teamcenter r chse TlsfiBrwse Teamcenter. The Flder View displays yur Hme flder, yur inbx, and yur saved searches. 2. Click the buttn t the left f My Wrklist t expand yur wrklist. Navigatin - Flder View Hme My Wrklist My Saved Searches Yur inbx and any resurce pl inbxes that yu are subscribed t are displayed as shwn in the fllwing example. Navigatin - Flder View Hme My Wrklist Bill (Bill) Inbx(1) Design/* Inbx(1) user inbx resurce pl inbx 3. Expand the inbx yu want t display the tasks fr. The Tasks t Perfrm and the Tasks t Track flders are displayed as shwn in the fllwing example. Navigatin - Flder View Hme My Wrklist Bill (Bill) Inbx(1) Tasks t Perfrm Tasks t Track 4. Expand the task flders t display the tasks and the tasks t display the targets. The Tasks t Perfrm and the Tasks t Track flders are displayed as shwn in the fllwing example. Navigatin - Flder View Hme My Wrklist Bill (Bill) Inbx(1) Tasks t Perfrm PLM00112 H Client fr Micrsft Office Guide 8-21

162 Chapter 8 Handling yur Teamcenter wrkflw REQ-1 (perfrm-signffs) REQ-1 (perfrm-signffs) Tasks t Track Display yur Teamcenter wrkflw tasks 1. In Outlk, click the Tasks buttn at the bttm f the navigatin pane. The cntents f yur Teamcenter inbx are displayed alng with yur Outlk tasks. 2. T display yur t-d list: a. Chse ViewfiT-D Bar and select Nrmal and Task List. b. Under My Tasks, select T-D List. The cntents f yur Teamcenter inbx are displayed in yur t-d list. 3. Duble-click the task in yur task list r t-d list t display the task infrmatin and the related attachments. Update yur Teamcenter wrklist 1. Display yur Teamcenter tasks in yur Outlk T-D list r Tasks list. Fr mre infrmatin, Display yur Teamcenter wrkflw tasks. 2. Chse ne f the fllwing: If yu are using Outlk 2010, click the Teamcenter tabfiwrkflw grupfisynchrnize Tasks. If yu are using Outlk 2007, click Synchrnize Teamcenter Tasks r chse TlsfiSynchrnize Teamcenter Tasks. Depending n the current cntents in Teamcenter, tasks are added t r deleted frm yur task lists. Perfrm Teamcenter sign-ffs 1. With yur Teamcenter tasks displayed, d ne f the fllwing t pen a (perfrm-signffs) task: Fr infrmatin hw t brwse yur wrklist using Outlk 2010, see Brwse yur wrklist using Outlk Fr infrmatin hw t brwse yur wrklist using Outlk 2007, see Brwse yur wrklist using Outlk In the Outlk Tasks list r the T-D List, duble-click the task t pen it in a separate Outlk task windw. In the separate windw, click the Perfrm Task buttn n the Teamcenter ribbn t pen the Perfrm Wrkflw Task view Client fr Micrsft Office Guide PLM00112 H

163 Handling yur Teamcenter wrkflw In the T-D List, click the task t pen it in the Outlk reading pane. Fr mre infrmatin, see Display yur Teamcenter wrkflw tasks. 2. Use the elements in the separate windw r the Outlk reading pane t d the apprpriate actins fr the task type. When the sign-ff is cmplete, the task is remved frm the Teamcenter Tasks t Perfrm categry. Fr mre infrmatin, see Using wrkflw task buttns. Open an Outlk message stred in Teamcenter 1. Chse ne f the fllwing: If yu are using Outlk 2010, select the Teamcenter tabfinavigatin and View grupfinavigate and chse Brwse r Flder view. If yu are using Outlk 2007, click Brwse Teamcenter r chse TlsfiBrwse Teamcenter. The Teamcenter flders are displayed. 2. Expand yur Hme flder and navigate t the Outlk dataset. 3. Right-click the message and chse Open File (Read-Only) r Open and Check-Out File. T edit the message, yu must reply t r frward the message. Then, save the changes as a new message in Teamcenter. Fr mre infrmatin, see Save an Outlk 2010 message in Teamcenter. Send an Outlk message cntaining Teamcenter task data 1. Open the message in Outlk. Yu can use a new message, a reply t a message, r a message that yu frward. 2. Brwse yur Teamcenter wrklist t display yur Tasks t Perfrm and Tasks t Track flders. Fr infrmatin abut hw t brwse yur wrklist using Outlk 2010, see Brwse yur wrklist using Outlk Fr infrmatin abut hw t brwse yur wrklist using Outlk 2007, see Brwse yur wrklist using Outlk Expand yur inbx t display the Tasks t Perfrm and Tasks t Track flders. 4. Click r expand a task flder t display the individual tasks and navigate t the task yu want t insert as part f the message. 5. Place the cursr at the insertin pint in the message. 6. Right-click the task and chse Insert. PLM00112 H Client fr Micrsft Office Guide 8-23

164 Chapter 8 Handling yur Teamcenter wrkflw Yu can chse data insertin ptins and the clumns t insert. Fr mre infrmatin, see Cnfigure hw Teamcenter bjects are inserted and Cnfigure data display. The data appears at the cursr lcatin in the message. 7. Send the message. Save an Outlk 2010 message in Teamcenter This functinality is nt available using Outlk Open the Outlk message yu want t save. 2. Click the Teamcenter tabfidata Management grupfisave AsfiDataset. 3. On the left side f the Teamcenter Save As dialg bx, navigate t the Teamcenter lcatin where yu want t save the message. 4. Type the message name in the File Name bx. Yu can als enter an ptinal descriptin in the Descriptin bx. 5. Click Save. The message appears in the selected lcatin Client fr Micrsft Office Guide PLM00112 H

165 Chapter 9 Attribute exchange between Office files and Teamcenter datasets Attribute exchange between Office files and Teamcenter datasets Initiate attribute exchange Cnfiguring attribute exchange mappings Add a new mapping Mdify a mapping Delete mappings View the cnfiguratin details f all existing mappings Set the default lcale and the manager grup Relad Teamcenter values t Office Edit dcument prperty values PLM00112 H Client fr Micrsft Office Guide

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167 Chapter 9 Attribute exchange between Office files and Teamcenter datasets Attribute exchange between Office files and Teamcenter datasets Teamcenter prvides attribute exchange f prperty values between Micrsft Office files and Teamcenter bjects. The Micrsft Office files are stred in Teamcenter as datasets in rder fr the exchange t wrk. There are tw tasks fr exchanging dcument prperties: 1. Cnfigure attribute exchange. 2. Perfrm attribute exchange. Yu can cnfigure attribute exchange mappings t a single dataset. The mappings are nt applied t any ther datasets unless this dataset is a part f an item revisin dcument cntrl (IRDC) template. In this case, when a Teamcenter bject is created with this IRDC template, the dataset is duplicated in the newly created bject, s the attribute exchange mappings are applied. When creating a new dataset frm the Teamcenter tab using the Save As cmmand, yu have the ptins f creating a new item where yu want t save the dataset and checking ut the new item revisin and the dataset. Fr infrmatin abut creating new datasets, see Create a new dataset. If yu create new mappings fr a new item using IRDC and use the Save As cmmand t create the new item and the dataset belw the item, click N in the Cnfirm Check-Out dialg bx. If yu check ut the item revisin and the newly created dataset file, the mappings cnfigured fr the IRDC cntrlled item are nt assciated with the checked ut dataset. Yu must check ut the dataset in a separate transactin fr the dataset t retain the new mappings. Fr mre infrmatin abut IRDC templates, see the Business Mdeler IDE Guide. When yu pen and check ut a Teamcenter dataset, Teamcenter perfrms the attribute exchange and updates the Office file with the new attribute values frm Teamcenter. When yu save an Office file, Teamcenter perfrms the attribute exchange and updates the Office file if necessary and prvides feedback f any invalid mdificatin r failure. Attribute r dcument prperties exchanged depend n the cnfigured exchange directin. PLM00112 H Client fr Micrsft Office Guide 9-1

168 Chapter 9 Attribute exchange between Office files and Teamcenter datasets Initiate attribute exchange Several events autmatically trigger attribute exchange between Teamcenter bjects and Micrsft Office files: Open and check ut When a Teamcenter dataset is pened and checked ut, the cnfigured attribute exchange ccurs. This exchange happens nly n the mappings whse directin is Teamcenter t File and Tw Way. A default value is used fr the exchange if the fllwing tw items apply: The Teamcenter bject r its attribute des nt exist n the server r the attribute value is null. A default value is specified. Users are infrmed if any errrs ccurred during the exchange. Save When a Teamcenter dataset is saved, the cnfigured attribute exchange ccurs. This exchange happens nly n the mappings whse directin is File t Teamcenter and Tw Way. If yu delete a custm Office dcument prperty that is defined fr attribute exchange, during the saving f the dataset, the default value is used if ne is specified. Save as Users are infrmed if any errrs ccurred during the exchange. When a Teamcenter dataset is saved as anther Teamcenter dataset in Client fr Office, a dataset creatin is initiated. When the new dataset is created, if there are attribute exchange mappings cnfigured n the riginal dataset, they are cpied t the new dataset. If the dataset is checked ut, attribute exchange is perfrmed bth ways: File t Teamcenter and Teamcenter t File. Cnfiguring attribute exchange mappings Yu can view and cnfigure attribute exchange mappings fr a dataset. Yu can: Add new mappings. Mdify r delete existing mappings. The user must be in the wning grup f the user wh mapped the prperty r member f the cnfiguratin manager grup. Perfrm the attribute exchange cnfiguratin by initiating an explicit exchange. This exchange nly lads the Teamcenter attributes t the Office file. If the mapping directin is File t Teamcenter, the exchange des nt ccur until the file is saved. 9-2 Client fr Micrsft Office Guide PLM00112 H

169 Attribute exchange between Office files and Teamcenter datasets Sample Cnfiguratins Attribute Exchange list This example shws the fllwing mappings: File t Teamcenter The system cpies the Cmments dcument prperty value t the Teamcenter Descriptin attribute. The value is cpied t Teamcenter. Teamcenter t File The system cpies the Teamcenter Name attribute value, where Name is the wner f the Teamcenter bject, t the Authr dcument prperty. The value is cpied t the dcument. Tw Way When yu save a dcument t Teamcenter, the system cpies the Title dcument prperty value t the Teamcenter Name attribute, where Name is the bject name. The value is cpied t Teamcenter. When yu pen and check ut a Teamcenter dataset, the system cpies the Teamcenter Name attribute value, where Name is the bject name, t the Title dcument prperty. The value is cpied t the dcument. PLM00112 H Client fr Micrsft Office Guide 9-3