SMARTEAM Fundamentals

Transcription

1 SMARTEAM Training Foils SMARTEAM Fundamentals Version 5 Release 14 September 2004 EDU-SMT-E-SFL-FF-V5R14

2 SMARTEAM Fundamentals Objectives of the course This course explains the various principles and procedures used by SMARTEAM to implement the PLM concept. You will learn how to work with SMARTEAM - Editor and Workflow, and how to use the various functionalities provided by these modules for incorporating PLM in your day-to-day work. Targeted audience New SMARTEAM Users Prerequisites None 2 days

3 How to Use this Guide What the student can find in the guide and how to use it during/after the class: TOC Structure Lessons Introduction screens Skillets conceptual screens Exercises Summary Progressive exercises Reference to Master Exercises to be completed throughout the week (see EDU-SMT-E-SFL-FX-V5R14 book) Looking for info... Sending feedback to DS: Contact: Yann Malet Global offer and Complementary material: Companion for on-the-job aid (Electronic support system + refresher + updates) SMARTEAM online documentation for task description F1 for contextual help Certification ad: Getting certified... ( How to Use this Guide

4 Table of Contents (1/5) Introduction to SMARTEAM 9 SMARTEAM and PLM 11 Terminology in SMARTEAM 25 To Sum Up 36 Getting Started with SMARTEAM - Editor 37 What is SMARTEAM - Editor 38 How SMARTEAM - Editor Can Help You 39 SMARTEAM - Editor Features 40 Office Integration 41 Classes and Sub-Classes 42 Super Class Documents 44 Tree Links 45 Links Combination 46 Linking Information 47 General Links 48 CAD Integration Links 49 SMARTEAM - Editor Interface 50 Object Trees 51

5 Table of Contents (2/5) How to Modify the Tree Properties 52 Time to Practice 54 Managing a Project 55 Adding Information 56 Viewing Details 66 Linking Information 77 Manipulating Information 85 Time to Practice 91 Searching SMARTEAM Information 92 Introduction to Searching Information 93 Creating a Search 97 Using a Search 112 Time to Practice 118 Managing Object Views 119 Displaying Views 120 Creating Views 130 Setting View Options 134 Time to Practice 137

6 Table of Contents (3/5) Viewing SMARTEAM Information 138 Cimmetry Viewer 139 edrawings Viewer 154 Time to Practice 162 Lifecycle Management 163 Introduction to Lifecycle Management 164 Lifecycle Mechanism 171 Using Lifecycle Options 183 Lifecycle and File Operations Report 192 Time to Practice 196 Part Behavior 197 About Part Behavior 198 Lifecycle Graph of Part 199 How to Promote a Part 200 Time to Practice 203 Using SMARTEAM - Office Integration 204 About SMARTEAM - Office Integration 205 SMARTEAM - Office Integration Interface 206 Time to Practice 208

7 Table of Contents (4/5) Using SMARTEAM File Explorer 209 About SMARTEAM File Explorer 210 How to Launch SMARTEAM File Explorer 211 Discovering Object States 212 Discovering the Toolbar 213 Discovering Menus 214 Time to Practice 215 Time to Practice 216 Introduction to SMARTEAM - Workflow 217 Business Challenges for an Enterprise 218 Business Processes in an Enterprise 219 About SMARTEAM - Workflow 220 SMARTEAM - Workflow Modules 221 SMARTEAM - Workflow Terms 222 Flowchart Designer Terms 223 Power of SMARTEAM - Workflow 224 How SMARTEAM - Workflow Can Help You 225 To Sum Up 226

8 Table of Contents (5/5) Main Tools 227 About Tools Available in SMARTEAM - Workflow 228 Flowchart Designer (1/2) 229 Flowchart Designer (2/2) 230 SmartBox 231 Workflow Manager 232 To Sum Up 233 SMARTEAM Mailbox - SmartBox 234 About SmartBox 235 How SmartBox Helps 236 To Sum Up 237 Using SMARTEAM - Workflow 238 Using SMARTEAM - Workflow 240 Initiating a Process 241 Working with a Process 253 Managing a Process 262 Keeping Track of the Process 268 To Sum Up 273 Time to Practice 274 Time to Practice 275

9 Introduction to SMARTEAM In this lesson you will learn how SMARTEAM implements PLM, and you will get familiar with its terminology. SMARTEAM and PLM Terminology in SMARTEAM To Sum Up

10 Introduction to SMARTEAM You will learn how SMARTEAM fulfills the PLM requirements and you will get familiar with the terminology used.

11 SMARTEAM and PLM You will learn how SMARTEAM fulfills the PLM definition, and where SMARTEAM provides specific support for the related functions. Simulation Suppliers Planning Analysis Engineering Test Purchasing Maintenance

12 Product Lifecycle Management (PLM) Definition A strategic business approach that applies a consistent set of business solutions in support of the collaborative creation, management, dissemination, and use of product definition information across the extended enterprise from concept to end of life integrating people, processes, business systems and information. Source: CIMdata Inc.

13 PLM Elements Product Structure Management / Configuration Management Create, maintain, communicate and browse product structures and configurations Link related data and information to the structure Manage changes on product through effectivities and revisions Document Management Manage different document types Classify documents by attributes (Profile Cards) Search and retrieve by attributes and relationships Lifecycle management revision control Change/Process Management Workflow Automate the company s engineering processes using a Workflow tool Manage engineering changes ECO, ECP, ECN Authorization Revision Control Classification and Retrieval Partner Collaboration Tools Enable collaboration and exchange of information with sub-contractors, suppliers and customers Web-based Extended security Simple and intuitive

14 SMARTEAM as PLM Solution for an Enterprise In the PLM space, SMARTEAM works hand in hand with Authoring Tools (e.g., CAD legacy systems, MS Office, etc.) and Information Systems (e.g., ERP, SCM, CRM, etc.) that are commonly used in an enterprise. Planning & Concept Engineering Design Product Engineering Marketing Requirements Prototype & Testing Maintenance & Repair Sales & Distribution Assembly & Manufacturing Purchasing Manufacturing Engineering

15 SMARTEAM Coverage From Concept To Realization SMARTEAM is aimed to store and manage all the files and information created in the various lifecycle stages of a Product. This implies that the data related to your product during its whole lifecycle is made available by SMARTEAM to the right people at the right time.

16 Concept Phase The Concept Phase typically includes the following activities : Collect requirements Currently document driven approach Specifications Marketing or Customer inputs Standards / Regulations like ISO/CE/FDA/CME/GMP System Engineering is used for more complex Products Requirements Functions Analyze data for reuse Existing design packages can be used Relations to CAD design data and Bill of Material SMARTEAM will help you to store, retrieve and reuse data generated during the Concept Phase.

17 Planning Phase Planning Phase involves : Creating an overall project plan Divide the project into sub-projects Modularize the Product Allocation of resources Human resources Machines Locations Budget Risk Management Identify critical activities Identify critical dependencies Create what-if scenarios Defining gates SMARTEAM helps you to structure and breakdown the work that needs to be done during the Planning Phase.

18 Development Phase (1/2) The Development Phase targets the following activities: Design of the Product Defining and engineering modules Identifying critical parts and new parts Creating an engineering BOM Approval process for the design Prepare the Product for manufacturing Defining how the Product is going to be built Tooling / Finishing of the Product Creating a manufacturing BOM Prototyping the Product SMARTEAM will help you to capture knowledge acquired during the Development Phase.

19 Development Phase (2/2) Starting from either a phantom BOM with documents to be related, or starting from an engineering BOM towards a BOM with related documents. Process of engineering and preparing for manufacturing is a concurrent process, even for the development of modules in the Product. In order to support you in these processes, SMARTEAM offers several useful features: Versioning (no major revisions are used in this phase) Communication support through workflow or mail Notifications

20 Qualify Phase Activities in the Qualify Phase: Test the prototype Validate the prototype based on specifications, requirements and standards Define packaging of the product Variants Region-specific offerings Spare parts / maintenance options SMARTEAM will help you to organize and find previously saved information of the Product you are working on during the Qualify Phase.

21 Launch Phase The Launch Phase would typically involve: Bringing the Product to the field Documentation Enable manufacturing Global / Regional Manage suppliers Serialization / Batch-Serial ID Sharing information with the ERP system SMARTEAM lets you include additional information for the Product during the Launch Phase.

22 Support Phase Support Phase requires: Maintaining the Product in the field Manage as-built situation Handle service requests Manage ECR/defects Upgrade products SMARTEAM will help you during the Support Phase, since information and changes will be stored related to the Product and can be easily found.

23 Consistent Set of Business Solutions using SMARTEAM A consistent set implies that the system manages information that can be shared between applications and people. The following types of information are managed in a PLM environment Projects Documents Parts Products Contacts Users - resources Flow Processes: Bidding Process Release Process New Part Approval Process New Product Introduction Process Engineering Change Request Engineering Change Order CAD2 CAD1 ERP3 ERP 2 PM CRM ERP1

24 SMARTEAM Universe Highlighted below is the positioning of SMARTEAM - Editor in the SMARTEAM Universe.

25 Terminology in SMARTEAM You will learn the definitions of the various objects handled in the default SMARTEAM database. SMARTEAM Projects ECR, ECO Documents Contacts Parts Bill of Material

26 Projects A Project is an activity that has a certain lifetime and brings deliverables generated by resources. It might also be the delivery for a Product. A Project can be decomposed into smaller projects In a company that provides products to the market, the Project is often an R&D Project used for innovation of a Product (range) Information storage is often project-based, therefore the vault can be related to the Project Details pertinent to each SMARTEAM object are well captured in the Profile Card. Profile Card for Project

27 Documents Documents usually have a lifecycle (revision) Documents usually have a relation to a file Documents have a predefined lifecycle 3D CAD files are handled as documents inside SMARTEAM Specifications and 3D CAD models and parts are definition data Drawings, memos, reports are associated data for a product Document structures can be used to define a product The document structure could represent the digital mockup Profile Card for Document Profile Card for CATIA Part

28 Parts Parts are the physical representation Parts have their own lifecycle independent from documents Parts are either managed by revision or by effectivity or both Parts can be classified into families Parts are the objects used to communicate with an ERP system Many engineering-only companies consider a part equal to the 3D CAD part When SMARTEAM is used as a PLM system with the documents linked to the parts inside SMARTEAM all the information is available within one system. In case SMARTEAM is used as a document management system related to an ERP system where the part definition is in the ERP system only - the user needs to search in two systems to get the full information around a product which is harder to handle by a user. This will slow down innovation.

29 Bill of Material There can be several types of BOM s in a system The most used are: Engineering BOM This structure is usually based on the design (3D CAD Structure) and represents the view of the engineer on the product. In SMARTEAM, the engineering BOM is often stored in the Documents class Manufacturing BOM Usually this structure is meant when talking about the BOM. The structure represents the product with its options as it is going to be manufactured

30 Contacts Contacts Manufacturers, Vendors, Customers Manufacturers, Vendors and Customers are all contacts related to product data The source is often managed in an ERP or CRM system Manufacturers and Vendors are used for the qualification process related to their products (part information, contracts, etc.) Customer information is used in order to store date related to a customer (quotation, correspondence, contracts, etc.) Profile Card for Contacts

31 Workflow Process Integrating people, processes, business systems and information Workflow processes allow people to execute repeatable, measurable processes Integration of workflow with collaboration tools allows people to share data and update each other with accurate information Known processes are: Bidding Process Release Process New Part Approval process New Product Introduction process Engineering Change Request Engineering Change Order

32 Bidding Process Flowchart for Bidding Process Starts with an RFQ (Request for Quotation) from a prospect Company needs to come with a proposal within a limited time, managing delivery time, quality, costs and risk Focus on: understanding and capturing the customer requirements Trying to reuse as much as possible known designs to reduce the risk and lower the price To invest as effective as possible in engineering the solution, due to the fact that only a certain percentage of answered bids are successful

33 Release Process (1/3) The release process goes through several stages: Approved by engineering Approved for prototype Approved for manufacturing Purpose of the release process is to have a fully defined BOM with approved and released related defining documentation Quality systems compliancy requires measurable and traceable release processes

34 Release Process (2/3) New Part Approval Process Companies wants to avoid unlimited new parts due to: Handling costs administration, communication with possible suppliers, manage quality process New risks or time delay Less power to negotiate Component Engineer / Standardization Board are the main bodies to evaluate the process New Product Introduction Process High level process that covers all the activities around the development of a product, covering all the PLM phases from Concept to After Sales/Support Coordinates all stages and disciplines

35 Release Process (3/3) Engineering Change Request (ECR) Can come from anywhere in the organization or field after the product has passed its engineering stage ECR needs to be analyzed for its impact Might lead to an immediate change in the product (ECO) or later implementation (RFE) Not always managed in a company as a process, but stored to be reviewed when a change is planned for the product Engineering Change Order (ECO) The process of executing a change on an existing product In many companies it is a combination of the ECR process ECO processes can be nested The result of the ECO process is a new product or a new revision of the product, based on company rules Often FFF (Form, Fit, Function) is used to define if a revision or new release is needed

36 To Sum Up SMARTEAM is able to store for you all the information around a product generated during its entire lifecycle This information can be project information, documents, bill of materials, suppliers and more Integrations allow you to store data in SMARTEAM working directly from your application SMARTEAM features like versioning, status information and notification allow you to quickly access the correct version and know which actions to perform Workflow processes standardize the company s business processes, making them traceable and repeatable, so improvements can be quantified SMARTEAM is a secure environment where all product lifecycle data is managed

37 Getting Started with SMARTEAM - Editor You will learn about the general concepts in SMARTEAM - Editor and get familiar with its user interface.

38 What is SMARTEAM - Editor SMARTEAM - Editor is a revolutionary, rapidly implementable Product Lifecycle Management (PLM) solution SMARTEAM - Editor enables you to rapidly build a data model that is: Well-structured Highly visual Fully customizable Customization is done using some graphical and user-friendly wizards

39 How SMARTEAM - Editor Can Help You SMARTEAM - Editor allows you to: Organize storage and access of data Facilitate flow of documents throughout the organization Support concurrent engineering development Manage the lifecycle of the stored objects Reduce costs due to errors at every stage of development Enable greater control and security over data through the use of revision mechanism and electronic vaults

40 SMARTEAM - Editor Features Visual hierarchical representation of the Product Structure Embedded viewer for browsing files in their native formats without the need for external applications Comprehensive search tools Seamless integration with Microsoft Word, Microsoft Excel, SMARTEAM - SolidWorks Integration, SMARTEAM - CATIA V5 Integration, AutoCAD and more Enhanced integration and customization tools

41 Office Integration From Office applications, Excel spreadsheets and Word documents can be easily saved into SMARTEAM thanks to the SMARTEAM toolbar and menu provided within these applications. Therefore, when these toolbars are displayed, you can: Save documents directly into the database Manage the document lifecycle Search for documents Define mappings between information in the document and SMARTEAM attributes Use the SMARTEAM Files Explorer (to manage all local documents) SMARTEAM Toolbar SMARTEAM dropdown menu Microsoft Word Microsoft Excel

42 Classes and Sub-Classes (1/2) The data structure in SMARTEAM - Editor is organized around Classes and Sub-Classes, displayed in tree links Super Class Abstract Class Leaf Class Image CAD Files Document Folder Documents Project Snapshot of Class Browser in the Search by Attribute panel Projects Super Class Abstract Class Leaf Class

43 Classes and Sub-Classes (2/2) This snapshot is an example of the Document Breakdown Structure. Super Classes allows you to organize information into generic categories. A Super Class is the topmost class in any branch of a class tree. Super Class Leaf Class Leaf Class Leaf Class All objects created in SMARTEAM are instances of Leaf Classes. Here each node of the tree is an instance of a Leaf Class.

44 Super Class Documents Here it is the complete Document Breakdown Structure delivered with the sample database. This is an illustration of how a Super Class contains Leaf Classes and Abstract Classes.

45 Tree Links In SMARTEAM - Editor all the data is organized into separate groups of information (Super Classes) with a rich link structure definition. The Tree Links describe parent-child relationships and are seen only within a Super Class. Attributes such as Quantity and Effectivity Dates can be defined on the Tree Links. The Effectivity Date can be used to filter the tree, in order to see the tree on a specific date (see tree properties). Quantity = 32 Quantity = 4 Engine Blades Turbine Fuel Pump

46 Links Combination Through this example, you can see the link definition from a sample database Between objects within the same Super Class you can create a hierarchical link, a CAD link and a general link Between objects created from different Super Classes you can create only a general link Lead Class Super Class Documents Materials Parts Contacts BOM Users Projects Legend: Allowed link

47 Linking Information SMARTEAM - Editor enables you to create various types of links between objects: Tree Links (Hierarchical) General (Associative) Links CAD Integration specific links CATIA Links General Links Tree or Hierarchical Links

48 General Links SMARTEAM - Editor enables you to create general (associative) links between two related objects. The general links are displayed either in the links tab or in a specific views. They can be created by the user according to his/her authorization. Jigsaw Design Document Jigsaw Assembly Price List For instance, you can create a general link between a part and a document representing its price list.

49 CAD Integration Links SMARTEAM Integrations automatically generate the CAD document structure during the save operations. It is not recommended for the user to modify a CAD structure manually without using the right CAD Integration. SMARTEAM exposes the relationships behind CAD entities such as parent-child link or dependencies, contextual link, drawings, etc. This panel appears from Tree Properties Through this panel, you can define which links will be displayed in the Documents tree. You can see AutoCAD, Inventor, Solid Edge, SolidWorks, CATIA, MicroStation and Pro/ENGINEER links. CAD Integration mechanisms available in SMARTEAM

50 SMARTEAM - Editor Interface Menu Bar Page Tabs Profile Card Toolbars Browser Toolbar Tree Browser Attribute Name Attribute Value

51 Object Trees Each icon in a tree represents a Class. These icons help you to identify the information they represent. The first icon represents the lifecycle state of the object, and the second represents the class file type. Branches in each tree can be expanded or collapsed, as in Windows Explorer. You can link objects by dragging and dropping them to a new location. Documents view displays from Project A Documents view displays from Project B Class file type icon Drag and drop object to new location. Click on OK to confirm. Lifecycle state icon

52 How to Modify the Tree Properties (1/2) The information that is desired to be viewed, and the format in which it is needed to be viewed can be obtained by modifying the tree properties. 1 From the Tree Menu in the SMARTEAM Projects window, select Tree Properties OR Right-click on any Project in the Tree Browser, and select Tree Properties from the contextual menu. You can modify the properties of the tree for any Super Class in the Tree Properties panel.

53 How to Modify the Tree Properties (2/2) 2 Select the attributes you want to display and click Add. The attributes available for selection are listed in the Non-Visible section. The selected attributes are listed under the Visible section. You can use a Field Separator like /, or. You can also change the order of the attributes by clicking on Move Up or Move Down. 3 Click OK to display the selected attributes in the tree.

54 Time to Practice You are now able to practice what you have learned with the Launching SMARTEAM - Editor Recap Exercise. EDU-SMT-E-SFL-FX-V5R14 book Launching SMARTEAM - Editor Recap Exercise

55 Managing a Project This lesson will cover the following topics: Adding Information Viewing Details Linking Information Manipulating Information

56 Adding Information You will discover how to add and organize information in SMARTEAM.

57 About Adding information When you create a new object, a Profile Card is displayed. Each Profile Card shows detailed information of the object s so called attributes. The ID attribute in the Profile Card represents the unique identifier for the object. By default, the background of the mandatory attribute is yellow and the name is in blue. SMARTEAM automatically completes certain attributes. For each type of information, SMARTEAM allows you to create the relevant information. For example, in the Parts Super Class, you can add: Standards Parts Component Temporary Part By default, CAD Documents, Text Documents, Images and Web Documents are stored under the Documents Class. During the profile card creation you may have to point to a file representing it.

58 Viewing Attached Classes with Relative Browser The Browser enables you to visualize linked information in a related class. In one click, this function returns a tree view of the linked information present on the desktop of the chosen Super Class. In the title bar of the new window, the name of the selected relation is displayed. For example, in the sample database, you can follow this scenario: From the Parts class view, you can get the linked Documents From the Parts class view, you can get the linked Materials Parts Documents Parts class view Parts Materials

59 How to Create a Project (1/2) A project is the Lead Class in the sample database, from there you can access related information, like: Documents Parts Materials 1 Launch SMARTEAM and login as the user joe (password not required). 2 Right-click on the Projects Tree and select Add > Project.

60 How to Create a Project (2/2) 3 Enter a name for the Project in the Description field and click OK. 4 The Project is created and displayed in the Project Tree. You can also fill in any other relevant information while creating the new Project.

61 Creating Additional information When adding information to SMARTEAM, there are two types of data that can be added: Metadata (or attributes) describing the object that is displayed in the profile card (note that each object has metadata) Data which is the file representing the object You add information regarding the file (file name and directory) The file remains in its original location until a lifecycle operation is performed When adding information to a tree: You can select only those types of information that are allowed as a child of the selected object in the data model definition Information that need to be stored on the link between the parent and the child can be entered in the composition tab - The Metadata is stored in the database, whereas Data is stored in the Vaults. - It is recommended that you do not touch the composition attributes for a CAD structure without using the CAD Integration.

62 How to Add Information (1/4) In order to add information you need to start from the Projects window. SMARTEAM is launched and a connection is made to the database with joe as the user name (password not required). 1 Select the Project from the Projects Tree to which 2 you want to add information. Click on the Documents Icon in the Browser toolbar. OR From the View menu, select Browser > Documents. 3 Documents tree view is displayed. Right-click on 4 the Documents root in the tree. From the contextual menu, choose Add > Folder.

63 How to Add Information (2/4) 5 Now, you are ready to define the Profile Card of the new folder. Enter the required Description and click OK. 6 A dialog box appears asking you if you want to place 7 the folder on the SMARTEAM desktop. Click Yes. The folder is displayed in the Documents tree. On the left of the tree, you can see the Desktop icon next to the new folder.

64 How to Add Information (3/4) 8 Right-click on the new folder and choose Add > Document from the contextual menu. 9 Define the Profile Card of the new Document. Enter the required Description and click the Details sub-page tab.

65 How to Add Information (4/4) 10 a) Select the File Type from the dropdown list. b) Choose the file to attach by clicking the tree icon at the end of the File Name field. c) The Directory field is completed automatically. It displays the location of the selected file. d) Click OK to create the document. 11 A dialog box appears asking you 12 if you want to link the new document to the selected folder. Click Yes. The document is displayed under the folder in New state.

66 Viewing Details You will discover how to visualize information of a document using the various tabs.

67 About Viewing Details SMARTEAM - Editor enables you to view and edit information about the selected object in a tree (such as a file, folder, document, drawing, and so on), through a set of pages located on the right side of the window. SMARTEAM - Editor also enables you to change the displayed view of a page by modifying its properties. When an object is selected, you can open the following page types by clicking the tabs provided on top of the right-hand side pane: Profile Card Links Notes Revision Viewer

68 Viewing Profile Cards (1/2) The Profile Card page describes the general properties of the selected object. Each Profile Card may have tabs at the bottom of the window to open sub-pages of properties describing the selected object. When you open a tree browser, the Profile Card is automatically displayed for the selected object. Profile Card Tab The following fields are automatically filled by SMARTEAM - Editor: - ID - Revision - State General Tab

69 Viewing Profile Cards (2/2) Details sub-page can be accessed by simply clicking on Details tab at the bottom. In this sub-page, you can see information pertaining to the attached file. Profile Card Tab On this page, you have information about the attached file: - File type - File name - Directory Details Tab The User Info section defines details pertinent to the user who is logged in and currently working on the document.

70 Viewing Links The Links page enables you to view the linked objects. This page is accessed by clicking the Links tab of the object in the tree; the linked objects appear in sub-pages. Links Tab Displays the associated Part(s) Parts Tab These links are organized according to the destination s class: Project, Document, Part, etc. Hierarchical Links

71 How to View Notes The Notes page enables you to view previously entered notes, and enter a textual description about the selected object. Notes added during the lifecycle operations are also displayed here. The Notes page is divided into two panes. The top pane displays a list of notes and the bottom pane displays the content of the selected note. 1 Select the document for which 2 you want to view the notes. Click the Notes tab and select the note from the displayed list. Notes List Upper Pane Lower Pane 3 The selected Note s content is displayed in the lower pane.

72 How to Filter Notes The Notes Query window enables you to filter and display only those notes which meet the defined criteria. You can filter the notes based on User Login, Date, Latest Notes, and also choose to display all revisions that match the filter criteria. 1 Select a document from the Documents Tree, and then click the Notes tab. 2 Right-click in the Upper Pane as shown and select Filter from the contextual menu. 3 The Notes Query dialog box is displayed. Define the filter values and click OK. 4 Only the notes that qualify as per the set filter criteria are displayed.

73 Viewing Revisions The Revision page enables you to view the lifecycle history of the selected object. The Lifecycle State is indicated by an icon displayed in front of each object. You can also find the revision number in the Grid displaying the revisions, as shown below. Revision Tab The selected object s revisions are displayed Lifecycle State icon

74 Viewing Files in the Viewer Page In the Viewer page, you can quickly view an object s file as it appears in an external application, without actually launching that application. Through the integrated viewer, you can: View CAD documents (2D and 3D), Office Documents and raster file formats Zoom, Rotate or Pan the Geometry Add redlines such as lines, arrows, text and shapes Use layers capabilities Measure Print Viewer Tab The Document is opened in the adapted viewer Example: CATIA Document Example: SOLIDWORKS Document

75 How to Customize the Page Properties (1/2) Each page in SMARTEAM - Editor contains Headers and Values Headers are the list titles displayed at the top of the page Values are the data displayed in the lists for a specific object SMARTEAM - Editor enables you to determine the display of Headers and Values on any page, including: Which attributes to display Order of appearance Style 1 Select any document and click the Links tab. 2 Right-click in the Links page as shown and select Grid Properties from the contextual menu.

76 How to Customize the Page Properties (2/2) 3 The Grid Property dialog box is displayed. Select the attribute from the Non Visible list, that you want to add to the Visible list. Click Add > and then close the dialog box. 4 The attribute is added as a new column in the displayed list.

77 Linking Information You will learn how to create and visualize linked information in SMARTEAM - Editor.

78 About Linking Objects SMARTEAM - Editor enables you to link objects together regardless of their respective locations in tree links and regardless of their types. The example below displays the various parts in the Trek Bike project, which are linked to the selected document in the project. Trek Bike Document Links Tab General Link Tabs Scroll Arrows

79 How to Create General Links (1/3) Objects can be linked to one another with ease. Illustrated below is the creation of a link between a standard part and the material object. To begin with, you need to open separate windows for Documents and Materials for Project-0056 Trek Bike. 1 In the Documents window for the Product Trek_bike_R10SP2, select CATPRD-0051 handlebar. Using the contextual menu, select Associated Objects > General Links > All Parts. The Part PN B handlebar is displayed in the tree as shown. 2 Using SMARTEAM Search Editor, query for Materials. The search returns a list of materials as shown.

80 How to Create General Links (2/3) 3 Arrange the Documents and Materials windows as shown using Window >Tile Horizontally. 4 In the Documents window, select the Part PN B handlebar and switch to Links tab. Next, select the Materials sub-page tab. 5 In the Materials window, select the material to be linked to the Part, and dragand-drop it into the Documents window.

81 How to Create General Links (3/3) 6 A dialog box displays for validating the creation of the general link. Click Yes to accept the link. 7 The link between the selected Part and Material is created. It is displayed in the Links, Materials subtab as shown.

82 How to Copy Links (1/2) The Copy Links feature enables you to copy one or more links belonging to an object in the database to another object. 1 Select the document(s) to be copied. From the Edit menu choose Copy Links. The Copy Links panel displays. 2 As per your requirement, drag-and-drop the documents into the From and To fields in the Copy Links panel.

83 How to Copy Links (2/2) The source and the destination objects are displayed in the Copy Links panel. 3 Click on the Parts sub-page tab to visualize the links of the source object. Select the link to be copied and click OK to confirm the copy operation. 4 Go to the destination object s Links tab and select the Parts sub-page tab to check if the link was copied successfully. A common mistake is to not select any link in the Copy Links panel and assume that the displayed links will be copied over. In such case SMARTEAM will display an error message. You can select or de-select more than one link by holding down the CTRL key while clicking on the links.

84 Accessing Linked Objects When you select a View option from the Links page of an object, the links are listed using the selected format. In addition to viewing each linked object, you can also add, update, delete or edit the objects. Linked object s options Available View options

85 Manipulating Information You will learn how to update, edit and delete information.

86 About Handling Information Information, describing an existing object can be updated in the Profile Card. Additionally, SMARTEAM - Editor enables deleting an object, as well as editing an object s file with the external application. Profile Card of a selected Object Profile Card State

87 How to Update a Profile Card When you update a Profile Card, the metadata of the object is modified. The file remains attached and unchanged. Select the document in the 1 2 Documents tree. Right-click and select the Update option from the contextual menu.

88 How to Edit an Object s File SMARTEAM - Editor enables an object s file to be edited using the external application in which it was created. For example, a file representing a CAD drawing can be launched in the CAD application (subject to setup by the System Administrator). 1 Right-click on the selected document, and choose File Operation > Open For from 2 the contextual menu. The Open Document dialog box displays. Choose Open for edit option to edit the document. The available options are: Open as read-only: The file is copied from the vault to the working directory and is opened using the Edit tool setup. Open for edit: After a Check Out operation, the file is opened using the Edit application tool. View temporary copy: The file is copied to the temporary Directory, and is opened as read-only using the View application tool (no editing or referencing can be done).

89 How to Delete an Object If authorized a user can delete an object or a relation between objects: You can delete an object from the SMARTEAM database (mainly used for the New state or objects that the user owns) You can delete a relation in the Tree Browser or Grid: Tree links will be broken, but the object remains in the SMARTEAM database An object can still be located through search after its tree link has been deleted Select the document in the 1 2 Documents tree. Right-click and select the Delete > Delete option from the contextual menu.

90 How to Remove an Object from Desktop If you remove an object from SMARTEAM Desktop, it will not be visible any more in the Tree Browser at the top level. However, the object will preserve its Hierarchical links (go to the Links page > Where Used sub-page to check the Hierarchical link). Select the document in the 1 2 Documents tree. Right-click and select the Delete > Remove from Desktop option from the contextual menu. SMARTEAM Desktop icon displayed in the Documents tree Press the F5 key to refresh the Tree Browser and see the change when an object is removed from the desktop.

91 Time to Practice You are now able to practice what you have learned with the Adding a Project Recap Exercise. EDU-SMT-E-SFL-FX-V5R14 book Adding a Project Recap Exercise

92 Searching SMARTEAM Information This lesson covers the various Search functionalities available within SMARTEAM - Editor. Introduction to Searching Information Creating a Search Using a Search

93 Introduction to Searching Information At the end of this chapter you will be able to retrieve any kind of information which is stored in the SMARTEAM database.

94 About Searching Information SMARTEAM - Editor allows you to search for information by using different methods. Using the following tools, you can search objects with great precision: Search by Example Search by Attribute Search Editor Find in Tree Search by Example Search by Attribute Search Editor Find in Tree

95 Discovering Search Tools Find Object: Opens the Search Editor window where you can view and modify predefined searches. Find Object by Attribute: Opens the Search by Attribute window where you can create a new search by selecting a class and entering the search criteria for it. Find Object by Example: Opens the Search by Example window where you can perform advanced search using one or more classes, based on the attributes in these classes, as well as the attributes in the relationship (link) between these classes. Find Text: Displays the Find in Tree dialog box where you can enter the text to be searched in the selected Tree. Standard Toolbar Search icons Find Object Find Object by Attribute Find Object by Example Find Text

96 Public Vs Private Search Public Search Defined or deleted by System Administrator only Can be run by all users via the Search Results window Can be modified by a user and saved as a Private search Private Search Defined by System Administrator or user Only available to the user who defines the search Can be run by the user via the Search Results window Public Search defined by the Administrator Private Search created by Designer User

97 Creating a Search You will learn how to create the different types of searches.

98 Creating a Search By Attribute This option enables you to create a search from a selected class. You must define the search criteria by entering search information in the attribute fields: Displaying Search by Attribute Window Defining the Search Options and Properties Specifying the Fields to Display Find Object by Attribute icon Search by Attribute window

99 How to Display a Search by Attribute Window Display a Search by Attribute helps you create a search from a selected class. In the SMARTEAM - Editor window: 1 Click on the Find Object by Attribute icon in the Standard Toolbar. OR 1a Using the Edit menu, select the Find Object option from the list. 1b The Search Editor window displays. Select Add > Search By Attribute. 2 The Search by Attribute window displays. You are now ready to define the attribute values. Browse the tree to reach the specific Class type needed for your search. For example, the view for Document search attributes is as shown here.

100 Defining the Search Options and Search Properties Specify Search Options: Match case Retrieve only last public revisions Make search public to all users (only Sys Admin) Specify Search Properties: Enclose strings in quotation marks ( string ) Logical operation between non-empty fields is always AND Conditional operators: (or), & (and), > (greater than), and so on. If no operator is specified, = (equal to) is assumed Wildcard characters (*) are allowed in strings

101 Defining Search Attributes (1/2) SMARTEAM - Editor enables you to enter more than one value within a field to specify values that will be included in a search result.

102 Defining Search Attributes (2/2) The following table describes the search attributes: Attributes Description Example = Equal to =10 or =new.. Specifies a range (ranging from 12 to 65) < Less than <32 (less than 32) <= Less than or equal to <=32 (less than or equal to 32) > Greater than >22 (greater than 22) >= Greater than or equal to >=22 (greater than or equal to 22) <> Not equal to <>34 (not equal to 34)! Not equal to!new (not equal to new) & AND specifies that the search must meet both requirements for this field. OR specifies that the search must meet one of the requirements for this field. >34&<>45 (greater than 34 and not equal to 45) (ranging from 1 to 6 or from 12 to 18)

103 How to Specify Attribute to be Displayed (1/2) You can create a search form a selected class. The search criteria is defined by entering search information in the attributes field. Select the adapted Class in 1 2 the Class Browser. Click on the Details sub-page. 3 Select the adapted File Type 4 from the dropdown list. Click on Attributes button to add another column in the result search.

104 How to Specify Attribute to be Displayed (2/2) 5 Select State from the Available Attributes list and click Add > to include it in the Selected Attributes list. Click OK. 6 You automatically return back to the Search by Attribute window. Check the option to make the search public and click Run to execute the search. 7 The CATIA Product search results window is displayed. The included State attribute information is displayed in a separate column.

105 Creating a Search By Example This option enables you to create an advanced search across one or two classes, based on the attributes in these classes as well as the attributes in the relationship (hierarchical and general links) between these classes. You must choose classes, select attributes and define the search criteria: Displaying the Search by Example window Selecting the Classes Selecting the Attributes and defining the Search Conditions Search Options Find Object by Example icon Search by Example window

106 How to Search by Example (1/6) Search by Example gives you advanced search options across classes. In the SMARTEAM - Editor window: 1 Click on the Find Object by Example icon in the Standard Toolbar. OR 1a Using the Edit menu, select the Find Object option from the list. 1b The Search Editor window displays. Select Add > Search By Example.

107 How to Search by Example (2/6) 2 The Search by Example window is displayed. Select the Project class in the Class Browser, and drag and drop it into the Participating Classes area as shown.

108 How to Search by Example (3/6) 3 The attributes of Project class are listed in a box in the Participating Classes area. Similarly, drag and drop the CATIA Product class into the Participating Classes area.

109 How to Search by Example (4/6) Attributes of both the classes are displayed under separate lists in the Participating Classes area. The Relation link between the these two classes is added automatically. 4 Double-click on the Description attribute under Project to add it to the search criteria list below. Attributes of the Relation link between the classes. x2

110 How to Search by Example (5/6) 5 Similarly, add Link State and Description, from the Relation and CATIA Product classes respectively, to the search criteria list. 6 Enter the search criteria in the Condition row as shown and click Run.

111 How to Search by Example (6/6) 7 The search result appears in a new window. The link(s) attached to the query result is displayed.

112 Using a Search You will learn how to reuse a search.

113 About Using a Search SMARTEAM - Editor allows you to retrieve an existing Search. Through the Search Editor panel, you can run pre-defined searches. Another mechanism enables you to find specific text within a displayed Tree Browser. In Search Result window, the system enables you to view the result as charts. This option facilitates the visualization of comparisons, patterns and trends in data. Find Text in Tree Search Editor Grid Results Chart

114 How to Run an Existing Search SMARTEAM - Editor enables you to run a previously-defined Public search or a user's own Private search to locate the objects that meet the search criteria. 1 Click on the Find Object icon in the Standard toolbar. OR 1a Select Find Object from the Edit menu. 2 From the resulting Search Editor window, select the predefined search CATIA Products and click Run to execute the search. 3 The search result is displayed in a new window.

115 Viewing Search Results in a Grid In the Search Results window you can: Add, delete or update objects Edit or view the file related to the selected object View charts that analyze the results of the search Drag one or more objects from the displayed window to a different window in order to create an associative link CATIA Products search results window

116 Viewing Search Results in a Chart In the Chart Results view you can: View graphs that help you to analyze the search results based on a selected Criteria Sort the results by different categories Narrow down the search results by double-clicking on any of the bars displayed in the Chart Double-click to narrow down on the search results

117 How to Find Text in a Tree Browser SMARTEAM - Editor enables you to find text within a displayed Tree Browser. 1 Click on the Find Text icon in the Standard OR 1a Toolbar. Select the Find Text option from the Edit menu. 2 Enter the search keyword in Find what field, 3 and click Find Next to execute the search. The search result is highlighted in the Tree Browser. You should select the root Projects Tree in order to search the entire tree from the top. If the highlighted result is not what you are looking for, you can keep clicking the Find Next button till the required result is displayed or the search reaches the end of the Tree Browser.

118 Time to Practice You are now able to practice what you have learned with the Creating New Search Recap Exercise. EDU-SMT-E-SFL-FX-V5R14 book Creating New Search Recap Exercise

119 Managing Object Views This lesson introduces you to the various viewing options available in SMARTEAM - Editor. Displaying Views Creating Views Setting View Options

120 Displaying Views You will get familiar with the different views in SMARTEAM - Editor.

121 About Views Types SMARTEAM - Editor enables you to display information in various formats called Views. Views are derived from the selected object in the tree browser. Each view provides a different graphic representation of the information and provides a different functionality. Custom views can be created as well. Select a Document, right-click and select Open Views to display the types of views available

122 Top Down Tree View The Top Down Tree view displays a tree browser as a hierarchical display of objects in SMARTEAM - Editor for the selected object. This view is displayed by default when you first launch SMARTEAM - Editor. When you add a new object to SMARTEAM - Editor in this view, the object is placed in the tree browser and linked as a child to the selected object. Top Down Tree View results window

123 Single Object View The Single Object view is a mini-search based on object name that enables you to locate and display one object at a time. Single Object View results window Object ID Navigation Tools

124 Where Used List The Where Used List displays a list of all the different parents of an object, meaning all the locations in a tree browser to which the selected object has been linked as a child (tree links). When adding a new object in this view, the new object is automatically linked as a parent to the object displayed in the title bar of the window. However, this is not the recommended way to build dependencies. You should use the Top Down Tree to add children to an assembly. Where Used List results window

125 Composed of View The Composed of View displays a list of all the different children of an object, meaning all the objects that are linked as children to the selected object, in the tree browser (tree links). When you add a new object to SMARTEAM - Editor in this view, the new object is automatically linked to the head object as a child. Composed of View results window

126 Bottom Up View Displays a hierarchical tree browser in which the parents of an object are linked beneath their child using a tree link. When adding a new object in this view, the object is placed in the tree browser and is linked as a parent to the selected child. This also is not the recommended way to add a parent-child relations. Bottom Up View results window

127 General Links View (1/2) SMARTEAM - Editor enables you to create general links for objects regardless of their locations in hierarchical links. These links are provided in addition to hierarchical links that link an object to its component or children. To view objects of Materials Super Class linked to the selected object: Right-click and select Open Views > General Links view > Materials from the contextual menu. General links can be typically created between Parts and Materials classes.