SMARTEAM - Editor Administrator Guide

Transcription

1 SMARTEAM - Editor Administrator Guide SmarTeam Corporation Ltd. Web: Tel: Hagavish St., P.O.B info@smarteam.com Fax: Kfar Saba, Israel 44641

2 Copyright SmarTeam Corporation Ltd. All rights reserved. SMARTEAM is the registered trademark of SmarTeam Corporation Ltd. in the US, Israel and other countries. Viewing Technology Copyright Cimmetry Systems, Inc. All Rights Reserved. AutoVue and Cimmetry are trademarks or registered trademarks of Cimmetry Systems, Inc. Copyrights of Oracle Corporation. All rights reserved. All other trademarks or service marks referred to herein belong to their respective owners. Any use of the Software Products contained in this media, is subject to the LICENSED SOFTWARE TERMS AND CONDITIONS accompanying this media. The Software Products are protected by international copyright laws and international treaties. Unauthorized use, reproduction and/or distribution of any of the Software Products, or any part thereof, may result in severe civil and/or criminal penalties, and will be prosecuted to the maximum extent possible under the law. SmarTeam Corporation Ltd. makes no warranty or representation as to the accuracy of any information contained herein. DOCUMENTATION AND PRODUCT IS PROVIDED 'AS IS' AND ALL EXPRESS OR IMPLIED CONDITIONS, REPRESENTATIONS AND WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, ARE DISCLAIMED, EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY INVALID. Part Number: EDR-H

3 Contents Contents About This Guide xiii Chapter 1: Administrator Functionality Customizing SMARTEAM Editor SMARTEAM Administrative Tools Chapter 2: Data Model Designer Building a SMARTEAM Structure Sample Data Model Structure Getting Started: The Data Model Basic Concepts Summary Launching the Data Model Designer Available Databases Destination Database Loading a Template Importing a Template from a Database Available Mechanisms Creating and Defining Classes Adding a Class Specifying a Filter Deleting a Class Defining a Class Selecting an Open, Close or Leaf Icon Defining Indexes and Class Attributes Adding/Deleting Attributes Defining an Attribute Assigning a Reference Class to an Attribute Assigning a Lookup Table to an Attribute Defining the Index of a Class Defining Links and Link Attributes Defining Class Composition Working with an Integration in SMARTEAM - Editor Creating and Modifying a Form Viewing a Form Adding, Deleting and Re-ordering the Tabs Specifying Attributes for Each Tab Page SMARTEAM - Editor Administrator Guide iii

4 Contents Modifying the Color, Font and Alignment of a Label or Field Selecting the Style Format for the Form Profile Cards Creating a Profile Card Adding a Profile Card Updating a Profile Card Replacing a Profile Card Creating a SMARTEAM Database Structure Multi-language Support The Data Model Designer Menu Bar File Menu View Menu Tools Menu Lookup Tables Internal Classes Language Selection Destination Database WizDst After Running the Data Model Designer The Multi-site Data Model Wizard Launching the Multi-site Data Model Wizard Selecting the Database to Upgrade Selecting Data Model Mechanisms Setting Multi-site Options Chapter 3: Form Designer Working Form Opening an Existing Working Form Adding a Field to the Working Form Modifying the Properties of a Field Events/Information Tabs Adding or Modifying a TextEdit Field Creating a Lookup Field Defining the Values of a Lookup Table Adding a Lookup Field in the Working Form Adding an Internet Link to the Profile Card Creating a Multi-combo (Reference) Field Smart Quick Find Browsing to Reference to Class Fields Copy and Paste in Reference to Class Assigning a Mask Name Moving or Resizing a Field Grid Options Adding or Modifying a Tab Displaying/Hiding Toolbars/Screen Tips Adding a Macro Saving a Working Form Form Designer Menu Bar SMARTEAM - Editor Administrator Guide iv

5 Contents File Menu Edit Menu View Menu Insert Menu Tools Menu Help Menu Chapter 4: Web Form Designer Entering the Web Form Designer Class Tree Window Opening a Working Form The Web Form Designer Window Menu Bar and Toolbar Toolbox/Properties Pane Toolbox Tab Properties Tab Creating a Form Layout Handling Layout Tables Adding/Modifying a Group Changing the Group Order Adding Controls to the Working Form Adding/Modifying a Control in the Working Form Modifying the Properties of a Control Moving or Resizing a Control Creating a Control to Display Lookup Classes Adding a Hyperlink to the Working Form Creating a RefToClass Control Defining Projections for a RefToClass Control Assigning a Sequence Name and Pattern Adding a Script to a Profile Card Saving the Working Form Controlling the Display of Fields in the Profile Card Chapter 5: Applications Setup Defining Applications Embedded Viewer Setup Embedded Viewer AutoCAD and Autodesk Mechanical Desktop Formats Viewing SolidWorks Documents in SMARTEAM - Editor Using edrawings Chapter 6: Maintaining the SMARTEAM Vault Server The SMARTEAM Vault Vault Maintenance Defining Vault Directory Paths Setting Up the Vault Server Listener Ports After Vault Installation Preparing the Vault Server Environment SMARTEAM - Editor Administrator Guide v

6 Contents Defining Vault Directories Running the Vault Default Utility Changing Vault Service Parameters Controlling the Vault Service Defining Vault Groups How Files are Copied to/from the Vault Introduction Lifecycle Operations Recommendations Summary Table Monitoring the Server Vault Monitor Menu Options File Menu Log File Menu View Menu Trace Menu Testing the Vault Server Chapter 7: User Maintenance Defining Users Assigning the User to Groups and Roles When to Create a Group and When a Role Defining Groups Defining Roles Define User Passwords Password Rules Changing Passwords Assigning Authorizations Table of Operations in the User Authorization Screen Chapter 8: Authorizations Global Authorizations Project-based Authorizations Users, Objects and Projects Relationship Examples Users Object Authorizations Flowchart Setting Up and Enabling Project-Based Authorizations Setting Project-based Authorizations - User Associating Objects to a Project Setting Project Authorization Properties Adding the User Authorization Report Utility Option Viewing the Object Authorization Report Chapter 9: System Administration Functions Administrator Options Conversion Formats SMARTEAM - Editor Administrator Guide vi

7 Contents General Enabling Common File Objects (CFO) Workflow Options User Account Preferences Vault Selection Mail Configuration Default Values Utility Default Values Utility Menu Options File Menu Options Menu Sequence Designer Launching the Sequence Designer Creating a Mask Modifying the Range of a Mask Script Maintenance Opening the Script Maintenance Utility Modifying a SMARTEAM Event Modifying a Script Assigning a Script to the Login Screen Adding a Script to the Integration Save Operation User-Defined Operations Adding a User-Defined Operation Integration Tools Setup Utility Terminology Starting the Integration Tool Setup Utility Mapping Group Types License Mechanism License Diagnostics Utility Database Registration Session Management Service Session Management Service Implementation Authentication Manager Changing the Default Authentication Protocol Authentication Protocol Parameters Admin Group in Windows, LDAP and Active Directory Authentication Protocols Importing LDAP/Active Directory Users Mapping LDAP/Active Directory Users in SMARTEAM Running the LDAP Users Import Wizard Configuring a SMARTEAM Client to Connect to a Different Session Management Service Configuring a SMARTEAM Client to Connect to a Different System Configuration Service Session Management Service Monitor Chapter 10: Design Copy Design Copy Tool Setup Design Copy Administrator Options Window Setting Partial Copy in Design Copy SMARTEAM - Editor Administrator Guide vii

8 Contents Chapter 11: Lifecycle Behavior Defining Lifecycle Options Lifecycle Options General Filtering Tree Properties Lifecycle Options Into Vault Lifecycle Options Out of Vault Lifecycle Rules Setup Terminology Viewing Lifecycle Rules Adding New and Changing Existing Lifecycle Rules Editing the Properties of a General/Integration Rule Testing a Lifecycle Rule Evaluate Conflicts in Lifecycle Rules Lifecycle Setup Lifecycle Operations Recovery Accessing the Lifecycle Operations Recovery Screen Lifecycle Operations Recovery Screen useviewsecurity Parameter Chapter 12: Collaborative CAD Design Collaborative Design - CAD Perspective Definitions Collaborative CAD Design Prerequisites Collaborative CAD Design Setup Procedure Working with Collaborative CAD Design Setting Up Collaborative CAD Design Working in the Non-Protected Environment Transferring Ownership of a File SMARTEAM Shared Workspace Manager Managing Shared Workspaces Defining a New Workspace Adding Users to a Workspace Assigning an Integrator Switching Between Workspaces Transferring Ownership of a Component Taking Ownership Enabling a Workspace Setting Up Collaborative Design with a Shared Workspace Step 1: Instruct the SMARTEAM Database to Work with Shared Databases Step 2: Set Up Collaborative Design Step 3: Defining Permissions for the Shared Workspace Initiator Shared Workspace Roles Chapter 13: Part Administration Defining the Promote Rules Adding/Modifying a Part State SMARTEAM - Editor Administrator Guide viii

9 Contents Adding Part Behavior to an Existing Database Assigning a Class with Part Behavior Migrating Lifecycle States Migrating Attributes Migrating Lifecycle Rules Working with SMARTEAM - BOM If the database does not yet support SMARTEAM - BOM If the database already supports SMARTEAM - BOM Chapter 14: The Menu Editor Understanding SMARTEAM Editor Menus and Toolbars Menu Profiles System Profiles Menu User Profiles Menu Menu Commands Standard Commands User-defined Commands (scripts) Custom commands (currently not available in this version) Menu Contexts Working with the Menu Editor Launching the Menu Editor Customizing the SMARTEAM Editor Main Menu Toolbar Manager Window Toolbars Options Deleting Menus/Toolbars Deleting a Menu/Toolbar Command Making a Menu/Toolbar Command Invisible Adding a New Menu Item to a Sub-Menu Adding User-defined Commands Positive Contexts Negative Contexts Editing User-defined Commands Deleting User-defined Commands Saving in the Menu Editor Editing Existing System Profiles Custom Contexts Upgrading from Previous Versions Chapter 15: National Language Support Translation Utility Selecting a Language in SMARTEAM Translation Utility User Interface Translation Utility Tasks Showing Existing Localizations Adding Languages in the Translation Utility Finding and Replacing Localized Items SMARTEAM - Editor Administrator Guide ix

10 Contents Setting the Translation Utility Root Path Multilanguage Enabler Preparation of the Localized Data for Migration Error Files Controls Metadata Language Groups Migrating NLS Data to the Enhanced NLS System Verification of the Upgraded Environment Chapter 16: Default Values Utility Running the Default Values Utility Defining Default Values Default Values Utility Menu Options File Menu Options Menu Chapter 17: Integration Tools Setup Utility Terminology Starting the Integration Tool Setup Utility Profile Card Mapping Group Types Chapter 18: Product View Configuration Utility Working with the Product View Configuration Utility Chapter 19: Importing and Exporting Import Primary Identifier Import Sources Filtering the Import Process Defining an Import Defining Attributes to Import Import Sources From File From Table Mask Default Fixed Value Attaching a Script Defining a Virtual Attribute Importing Links Linking Classes Export Defining an Export Defining Export Properties SMARTEAM - Editor Administrator Guide x

11 Contents Exporting Appendix A: Installing a Plug-in Viewer Preliminary Requirements Plug-in Viewer Definitions Adding a Plug-in Viewer using the Application Tools Utility Appendix B: Database Connection Manager Launching the Database Connection Manager Adding a Database Connection Deleting a Database Connection ORACLE Database DB2 Database MS SQL or MSDE Database Attaching and Connecting to an MSDE Database File Detaching an MSDE Database Connection Database-specific Components ADO OLE DB Providers Troubleshooting Appendix C: Full Text Search (FTS) SMARTEAM Full Text Search Environment SMARTEAM Full Text Search Components SMARTEAM Full Text Search Server SMARTEAM Full Text Search Client Recommended Configurations FTS Configured With Three Computers (Recommended) FTS Configured With Four Computers FTS Configured With Three Computers FTS Configured With Two Computers FTS Configured With a Single Computer Microsoft Indexing Service File Formats Support Installing Full Text Search Full Text Search Server Post Installation Defining a Full Text Search Catalog Updating the Database for Full Text Searching Updating an Oracle Database for Full Text Searching Updating an SQL Server Database for Full Text Searching Indexing Other File Types in Microsoft Indexing Service Microsoft Indexing Service Performance Tuning Post Installation Client Attaching the Full Text Search Script Updating the Menu Editor Configuring SMARTEAM Full Text Search Rescanning FTS Directories After Adding an IFilter SMARTEAM - Editor Administrator Guide xi

12 Contents Appendix D: Compare Tool Utility Comparing Objects Compare Tool Settings Compare Tags Compare Tool Settings Keys Compare Tool Settings Options Appendix E: Recommended Options for the System Administrator Administrator Options Conversion Formats General Preferences Lifecycle Options General Into Vault Into Vault - Latest Revision Out of Vault Out of Vault - Latest Revision Workflow Options View Options Arrange General Warnings Tree Properties Display Attributes Tree Filter Expand Settings Index SMARTEAM - Editor Administrator Guide xii

13 About This Guide This document provides administrative operating instructions for the SMARTEAM family of products and is intended for the SMARTEAM system administrator. Before reading this guide we suggest that you first refer to the specific User Guide for each of the SMARTEAM integrations for a description of SMARTEAM user options and operating instructions. This guide contains the following chapters: Chapter 1, Administrator Functionality describes various functions that can be performed by the system administrator. Chapter 2, Data Model Designer provides step-by-step instructions for creating a SMARTEAM database structure by designing and modifying a template. Chapter 3, Form Designer provides operating instructions for modifying a profile card in SMARTEAM using the Form Designer function. Chapter 4, Web Form Designer provides operating instructions for modifying a profile card in SMARTEAM using the Web Form Designer utility. Chapter 5, Applications Setup enables the user to launch external applications in SMARTEAM Editor so that the user can edit files in the external applications in which they were first created. This function only needs to be performed the first time a new external application is added to SMARTEAM Editor. Chapter 6, Maintaining the SMARTEAM Vault Server describes the SMARTEAM vault and provides operating instructions for vault maintenance and lifecycle setup. This chapter describes the Vault Server Maintenance utility which enables you to define vaults and set up security modes for the vaults and the Vault Monitor utility which implements the vault server process. Chapter 7, User Maintenance provides operating instructions for setting up access permissions in SMARTEAM Editor. The User Maintenance function provides for user security measures by setting up passwords and restrictions on various options in SMARTEAM Editor. Chapter 8, Authorizations describes the types of authorizations assigned to projects. Chapter 9, System Administration Functions provides a description of various system administrative functions, such as User Security, Administrator Options, Language Editor, Default Values, Sequence Designer and Script Maintenance. Chapter 10, Design Copy presents the Design Copy tool that allows SMARTEAM Editor users to create a new SMARTEAM object structure by copying selected objects from an existing assembly, duplicating selected objects, their files and links. Chapter 11, Lifecycle Behavior describes how SMARTEAM enables you to tailor the Lifecycle behavior to fit your organization's needs. SmarTeam Editor Administrator Guide xiii

14 About This Guide Chapter 12, Collaborative CAD Design enables design engineers to work in a collaborative manner, i.e., a team of designers can work together on different parts of a large assembly while sharing files efficiently. Chapter 13, Part Administration shows how a part may represent one of a variety of physical entities used in discrete manufacturing; including raw materials, semi-finished parts, assemblies, instruction manuals, kits, etc., and how to administer them in SMARTEAM Editor. Chapter 14, The Menu Editor describes how to customize SMARTEAM Editor menu profiles by adding and/or removing menus or sub-menus, commands or buttons. Chapter 15, National Language Support allows you to manage localizations through the Translation Utility, and to manage languages in the Windows interface using the Multilanguage Utility. Chapter 16, Default Values Utility describes the Default Values utility that enables you to define default values for specified attributes in a SMARTEAM Class. Chapter 17, Integration Tools Setup Utility enables the Administrator to define relationships between SMARTEAM integrations and SMARTEAM Editor. This provides users with the highest level of integration, enabling a bi-directional mapping between any integration and SMARTEAM Editor. Chapter 18, Product View Configuration Utility, enables the Administrator to define Product Views. Chapter 19, Importing and Exporting describes the import and export process. Appendix A, Installing a Plug-in Viewer describes the SMARTEAM Editor menu. Appendix B, Database Connection Manager describes how to create and modify connections to SMARTEAM databases. Appendix C, Full Text Search (FTS) provides the ability to perform complex textual searches on data without knowing where that data is stored. Full Text Search enables you to perform searches on files within the vaults and on textual Meta data stored inside the database. Complex textual searches include Boolean expressions (AND, OR) and also with the use of phonetic operators such as "sounds like". Appendix D, Compare Tool Utility describes how to compare between two different tree structures, documents or parts/assemblies. Appendix E, Recommended Options for the System Administrator provides a guide for the System Administrator of recommended settings to use when setting up SMARTEAM. SmarTeam Editor Administrator Guide xiv

15 Chapter 1: Administrator Functionality This chapter describes administrative functions that can be performed by the system administrator in the SMARTEAM - Editor. Customizing SMARTEAM Editor The SMARTEAM Editor application is completely customizable and flexible. It provides numerous options for you, the system administrator, to modify SMARTEAM Editor to suit your user's needs. Using the Data Model Designer, you can build a data structure based on one of the SMARTEAM Editor templates, or you can create a completely new template. You can also modify the SMARTEAM Editor interface by modifying the layout of a Profile card, modifying SMARTEAM Editor operations and creating new operations. Furthermore, SMARTEAM Editor enables you to set up proper security authorizations. SMARTEAM Administrative Tools The following lists SMARTEAM Editor administrative tools. The first group of tools are accesssed from the Start Menu Program Files SMARTEAM Admininstrative Tools. The second group of tools are accessed from the SMARTEAM - Editor Tools menu. Click on the relevant links for a detailed description of each tool. Icon Description The Authentication Manager is an administrative tool that enables administrators to configure the behavior of the Session Management Service. The Authentication Manager enables the administrator to select the authentication protocol used throughout the organization as well as the necessary parameters required to the authentication protocol selected. The Database Connection Manager allows you to connect SMARTEAM to supported databases. It manages your list of SMARTEAM databases. You use it to create and modify connections to SMARTEAM databases. The Default Values Utility enables you to define default values for specified attributes in a SMARTEAM Class located on a Profile Card. SMARTEAM Editor Administrator Guide 1

16 Chapter 1: Administrator Functionality SMARTEAM Administrative Tools The Export utility enables you to export values from a SMARTEAM database in order to transfer them to another database. SMARTEAM Editor facilitates the transfer of data between various systems. The Flowchart Designer is an intuitive interface for designing flowcharts. Using the Flowchart Designer, you can create a detailed flowchart, save it and assign it to a Process in a step-by-step manner. See SMARTEAM - Workflow Online Help for details. The Form Designer utility allows you to modify an existing Profile Card or create a new one. You can also modify the Single Object View that displays the desktop with one document (object) instead of a tree browser. The LDAP/Active Directory Import Wizard enables you to import users of LDAP /Active Directory protocols and to authenticate them against the LDAP/Active Directory server. See Importing LDAP/Active Directory Users for details. The Import utility enables you to import values for specified attributes in order to create new objects in the SMARTEAM database. The Integration Tools Setup Utility enables you to map properties from several integration sources and standard Windows sources directly to an object's Profile Card. This provides users with the highest level of integration, enabling a bidirectional link from an integration/windows property to the object's Profile Card and from a Profile Card to an integration/windows property. The Lifecycle Rules Setup defines rules for the Lifecycle operations on linked objects throughout a Lifecycle Operation (as a result of an operation performed on a specific object). The Menu Editor utility enables the System Administrator or any individual SMARTEAM Editor user to customize SMARTEAM Editor menu or toolbar profiles by adding and removing menus, sub-menus, commands or (image) buttons. Changed or new menu profiles are saved in the SMARTEAM database and made accessible to the SMARTEAM menu system. The Sequence Designer utility enables you to create mask names. A mask name is a formula by which SMARTEAM Editor automatically increments a field in a Profile card. The Sequence Designer utility can also be accessed from the Form Designer utility in order to assign a mask formula to a field in the Profile card, and from the Import utility in order to generate values to assign to an attribute during the import process. Script Maintenance enables you to modify a SMARTEAM Editor operation by adding a macro before, after or instead of a default SMARTEAM Editor operation. You can also create a completely new operation. The Script Maintenance utility can also be accessed from the Form Designer utility in order to add a macro in the Profile card, and from the Import utility in order to modify an import process. SMARTEAM Editor Administrator Guide 2

17 Chapter 1: Administrator Functionality SMARTEAM Administrative Tools The SMARTEAM - Web Editor Data Model Wizard enables you to customize data templates and create new data structures for SMARTEAM - Web Editor. See SMARTEAM - Web Editor Online Help for details. The SMARTEAM Data Model Designer enables you to customize data templates and create new data structures and modify existing data structures for the SMARTEAM products. SMARTEAM - Web Editor Data Model Documentation Wizard. The SMARTEAM System Configuration Services enables you to view the system configuration keys and modify their values. See the SMARTEAM System Configuration Services documentation for details. SMARTEAM s Translation Utility provides translations of different text entities into languages other than English, such as visual controls, profile cards, error messages, specific/unique database-related items, metadata, user data, system data. The User Maintenance utility enables you to set up passwords and restrictions on various options. This function enables you to define new users and groups of users, as well as define authorizations and passwords for individual users or a group of users. These access permissions provide optimal security measures. The Web Form Designer is used to design and modify the layout and content of profile cards for SMARTEAM Web Editor. This function is usually performed by the system administrator. The Workflow Manager provides the system administrator or supervisor with online viewing and monitoring of Processes. Using the Workflow Manager search tools, the system administrator can locate problematic Processes, and modify them to prevent further bottlenecks. See SMARTEAM - Workflow Online Help for details. SMARTEAM Editor Administrator Guide 3

18 Chapter 1: Administrator Functionality SMARTEAM Administrative Tools In addition to these tools, the following administrative tools appear under the SMARTEAM - Editor Tools menu: Applications Setup Lookup Tables The Applications Setup function enables you to specify which external application will be launched per specific file type and specific operation (such asview/edit). This allows you to edit files in the external application in which they were created. This function only needs to be performed the first time when a new external application is added to SMARTEAM Editor. Lookup Tables are dropdown lists that appear in the Profile Card for a specific field, such as File Type. In the Lookup Table Utility, you can manage the possible values to appear in each lookup table. Vault Maintenance Operations Setup SMARTEAM File Explorer. The Vault Maintenance option enables you to: Set the vault (that is defined in Vault Server Setup) to be used per project, file type and object state. Modify a vault definition. Delete a vault definition. Displays the Operations window, enabling the System Administrator to change the name of SMARTEAM Editor operations. The SMARTEAM File Explorer is a utility that allows you to manage files in the workspace. See Collaborative CAD Design for details. SMARTEAM Editor Administrator Guide 4

19 Chapter 2: Data Model Designer IMPORTANT! This utility is applicable for SMARTEAM Editor only and not for any of the SMARTEAM integrations. This chapter contains: Launching the Data Model Designer provides instructions for starting the Data Model Designer and describes the main window. Available Databases presents the complete list of mechanisms available for a SMARTEAM database along with their descriptions. Creating and Defining Classes provides instructions for creating or modifying a template by naming and defining all the Classes and sub-classes of the SMARTEAM data structure. Defining Indexes and Class Attributes provides instructions for creating and modifying the Attributes (fields) of each Class in the template. These Attributes will be displayed in the Profile Card of a selected object when SMARTEAM is implemented. This step also provides instructions for creating an index for the highest level Classes in SMARTEAM. Defining Links and Link Attributes provides instructions for defining Link Classes and Attributes to be assigned to the link between any two data objects and their properties. These Attributes appear in the Links page of SMARTEAM Editor. Defining Class Composition provides instructions for defining the composition of each Class, i.e., the sub-classes that can be added to a selected Class in SMARTEAM Editor. Creating and Modifying a Form provides instructions for creating and modifying a form, the layout for the Profile Card in SMARTEAM Editor. Creating a SMARTEAM Database Structure provides instructions for creating the SMARTEAM database structure based on the template defined in the Data Model Designer. Multi-language Support describes how to use a different language interface in the Data Model Designer and how to select multi-language support in the destination database. The Data Model Designer Menu Bar describes each option displayed in the menu bar. Building a SMARTEAM Structure The Data Model Designer enables you to build a SMARTEAM database structure precisely suited to your needs, and provides numerous Templates for your selection. Each SMARTEAM template is a complete definition of a SMARTEAM data structure. It provides different structures for various work environments, such as mechanical engineering, office automation or process organizations. You can select one of these templates and use it as is or customize it to suit the needs of your organization. You can also create a new template of your own. SMARTEAM Editor Administrator Guide 5

20 Chapter 2: Data Model Designer Sample Data Model Structure The Data Model Designer offers you a ready-to-use, template together with complete flexibility to create new templates. A SMARTEAM data structure encompasses all the Classes and sub-classes, including the definitions, attributes and composition assigned to each Class. The Data Model Designer provides various options to enable you to create a data structure for your own specific business requirements. You can: Use the database supplied with the installation (e.g., SmDemo) or modify it for your own requirements, by adding new Classes, changing/deleting existing Classes and attributes, etc. If you modify an existing database without deleting a Class, you can keep all objects stored in the database. Load a template (WizSrc) to create a new database. (When you define a destination database, the new database will be empty.) Load a template from another database. You can then change the template and create a new database. This new database will be empty. Click the Create button to create the database. The new database can be displayed by selecting it from the Available Databases window. This window is displayed by selecting the Switch to Database option from the SMARTEAM Editor File menu. To further enhance the data structure, SMARTEAM provides the Sequence Designer utility. This utility enables you to add a mask name to the Profile Card; refer to Assigning a Mask Name. (A mask name is a formula that SMARTEAM uses to automatically increment a number for a specific field in the Profile Card.) The Data Model Designer provides a completely flexible environment in which you define any hierarchy to suit your needs. The Classes are displayed in a ready-made template and can be used in your SMARTEAM database, as is and can be modified according to your needs. With the Data Model Designer, you can define the characteristics, properties and behavior of each object and determine the exact attributes and size of the objects. For example, you can define a Class called Parts, and then define different kinds of parts (sub-classes) for your exact specifications. Furthermore, the Data Model Designer provides the freedom to design the user interface using various fonts, colors and layouts. When you select the Create option, SMARTEAM automatically creates the data structure based on the template currently defined in the Data Model Designer. When you reopen the SMARTEAM Editor application, it displays the newly created data structure. Refer to Creating a SMARTEAM Database Structure for further details. Before starting the Data Model Designer, we recommend that you carefully organize the data structure you want to create. Sample Data Model Structure provides an explanation to help you organize your planned data structure. Sample Data Model Structure The Data Model Designer enables you to build a SMARTEAM database structure according to your exact specifications. The Data Model Designer provides numerous templates. Each SMARTEAM template is a complete definition of a SMARTEAM data structure. SMARTEAM Editor Administrator Guide 6