Resource Manager Guide

Teamcenter manufacturing
process management 10.1
Resource Manager Guide
Publication Number
PLM00066 J
Proprietary and restricted rights notice
This software and related documentation are proprietary to Siemens Product
Lifecycle Management Software Inc.
© 2013 Siemens Product Lifecycle Management Software Inc. All Rights Reserved.
Siemens and the Siemens logo are registered trademarks of Siemens AG. Teamcenter
is a trademark or registered trademark of Siemens Product Lifecycle Management
Software Inc. or its subsidiaries in the United States and in other countries. All
other trademarks, registered trademarks, or service marks belong to their respective
holders.
2
Resource Manager Guide
PLM00066 J
Contents
Proprietary and restricted rights notice . . . . . . . . . . . . . . . . . . . . . . . . .
2
Getting started with Resource Manager . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Getting started with Resource Manager . .
Before you begin . . . . . . . . . . . . . . . . . . .
Resource Manager interface . . . . . . . . . . .
Basic concepts for using Resource Manager
Basic tasks using Resource Manager . . . .
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1-1
1-1
1-2
1-14
1-17
Working with Resource Manager views . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Working with Resource Manager views . . . . . . . . . . . .
Understanding selection synchronization . . . . . . . . . .
Open the Graphics view . . . . . . . . . . . . . . . . . . . . . .
Display configuration information for the resource view
Working with the Classification Table view . . . . . . . . .
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2-1
2-1
2-2
2-2
2-4
Working with resource structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Create resource structures . . . . . . . . . . . . . . . . . . . . . . . .
Create new resources . . . . . . . . . . . . . . . . . . . . . . . . . . .
Classify resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Open existing resources . . . . . . . . . . . . . . . . . . . . . . . . . .
Revising resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Propagating component attributes to the resource assembly
Edit assembly attributes . . . . . . . . . . . . . . . . . . . . . . . . .
Edit the attributes of individual components . . . . . . . . . . .
Assign workflows to resources . . . . . . . . . . . . . . . . . . . . .
Add components to a structure . . . . . . . . . . . . . . . . . . . . .
Automatically assembling resources in Resource Manager .
Adding components using the guided component search . . .
Display connection point information in the hierarchy tree .
Hide the display of coordinate systems . . . . . . . . . . . . . . .
Remove components from a structure . . . . . . . . . . . . . . . .
Attach notes to a component . . . . . . . . . . . . . . . . . . . . . .
Edit notes attached to a component . . . . . . . . . . . . . . . . .
Delete notes attached to a component . . . . . . . . . . . . . . . .
Create graphics for a resource . . . . . . . . . . . . . . . . . . . . .
Create graphics for multiple resources . . . . . . . . . . . . . . .
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3-1
3-1
3-3
3-4
3-5
3-6
3-8
3-8
3-9
3-9
3-10
3-21
3-22
3-22
3-23
3-23
3-24
3-24
3-24
3-26
Displaying the hierarchy in the Classification Search Dialog . . . . . . . . 4-1
Displaying the hierarchy in the Classification Search Dialog
Open the Classification Search Dialog . . . . . . . . . . . . . . .
Open the classification hierarchy . . . . . . . . . . . . . . . . . . .
Change the display of the hierarchy . . . . . . . . . . . . . . . . .
Display information in the Properties pane . . . . . . . . . . . .
PLM00066 J
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4-1
4-1
4-1
4-1
4-3
Resource Manager Guide
3
Contents
Display information in the Table pane . . . . . . . .
Working with measurement units . . . . . . . . . . .
Make the panes larger or smaller . . . . . . . . . . . .
View the tree graphically . . . . . . . . . . . . . . . . . .
Viewing attribute values . . . . . . . . . . . . . . . . . .
Displaying a subset of the hierarchy . . . . . . . . . .
Refresh the hierarchy tree . . . . . . . . . . . . . . . . .
View object properties . . . . . . . . . . . . . . . . . . . .
View attributes applicable to a specific application
Understanding show versus edit modes . . . . . . .
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4-3
4-4
4-6
4-6
4-7
4-10
4-11
4-12
4-12
4-13
Searching for resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Searching for resources . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Find a resource using the Object ID search . . . . . . . . . . . . . .
Searching for resources using the Classification Search Dialog
View results in the Classification Table view . . . . . . . . . . . . .
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5-1
5-1
5-2
5-18
Mapping from one class to another . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Mapping from one class to another . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Map ICOs from one class to another . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Map multiple ICOs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Viewing images and datasets associated with the workspace object . . . 7-1
Viewing images and datasets associated with the workspace object
Viewing class images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Viewing documents associated with an ICO . . . . . . . . . . . . . . . .
Attaching documents and images . . . . . . . . . . . . . . . . . . . . . . . .
Suppress images in viewers . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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7-1
7-1
7-2
7-3
7-3
Creating, viewing, and editing manufacturing documentation . . . . . . . 8-1
Creating, viewing, and editing manufacturing documentation . . . . . . . . . . . . . 8-1
Using Teamcenter Publish . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Index-1
4
Resource Manager Guide
PLM00066 J
Chapter
1
Getting started with Resource
Manager
Getting started with Resource Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Resource Manager interface . . . . . . . . .
Resource Manager views and tabs .
Resource Manager dialog boxes . . .
Resource Manager menu commands
Resource Manager buttons . . . . . . .
Rich client perspectives and views .
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1-2
1-3
1-5
1-5
1-10
1-13
Basic concepts for using Resource Manager . . .
Creating resource assemblies . . . . . . . . . .
Displaying resources . . . . . . . . . . . . . . . .
Classifying resource assemblies . . . . . . . .
Working with revisions . . . . . . . . . . . . . .
Using the Manufacturing Resource Library
Using resources in NX CAM . . . . . . . . . . .
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1-14
1-14
1-14
1-15
1-15
1-16
1-16
Basic tasks using Resource Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17
PLM00066 J
Resource Manager Guide
Chapter
1
Getting started with Resource
Manager
Getting started with Resource Manager
Resource Manager is used by NC programmers, process planners, and tool designers
on a daily basis to store, modify, and retrieve information about the resources they
use in their respective processes.
Using the resource data, these individuals create such things as fixture assemblies,
machine setups, and NC programs for machine tools, robots, and measuring devices.
They also create tool assemblies, combine machine tools and robots with their
devices, and create setup sheets for the complete operation.
Resource data is a combination of classification information, Teamcenter items, and
additional data in the form of associated imported files and links to other relevant
context information. The data is defined according to various class definitions, which
are organized hierarchically. Each class defines a set of values, or attributes, that
are the characteristics of the resource class. This attribute information typically
contains the specification of characteristics of an object. For example, it may
include physical characteristics such as diameter, weight, and length. Using class
hierarchies allows you to organize and search for your resources in a hierarchical
fashion that is independent of any product structure.
A sample class hierarchy may be designed as follows:
•
Resource Management
o
Tools
Assemblies
◊
Turning Tools
◊
Milling Tools
◊
Drilling Tools
Before you begin
Prerequisites
You do not need any special permissions to use the Resource
Manager application.
If you want to classify your resources, your classification
administrator must have already created a classification
hierarchy in the Classification Administration application.
PLM00066 J
Resource Manager Guide
1-1
Chapter 1
Getting started with Resource Manager
Enable Resource Resource Manager does not need to be enabled before you use it.
Manager
If you have trouble accessing Resource Manager, see your
system administrator; it may be a licensing issue.
Note
You can log on to Teamcenter only once. If you try to log
on to more than one workstation at a time, you see an
error message.
To view formats other than GIF and JPG in the instance viewer,
you must install Lifecycle Visualization.
Configure
Resource
Manager
Start Resource
Manager
Resource Manager does not need to be configured.
Click Resource Manager
in the navigation pane.
Resource Manager interface
1-2
Resource Manager Guide
PLM00066 J
Getting started with Resource Manager
1
Resource view
Displays a tree hierarchy representing the
logical built-up structure of the assembly.
The root node represents the assembly itself.
The subnodes are links to the components
that make up the assembly. All node names
contain the object ID and, optionally, a textual
description that you can use to identify the
object.
2
Classification Properties
view
Displays attributes and values of the
component selected in the Resource view or
the Classification Table view.
3
Class viewer
Displays a class image of the selected object’s
class, if one is attached to the class.
4
Instance viewer
Displays an image or other document
associated with the selected instance.
5
Classification Table view
Displays multiple search results in tabular
form.
Resource Manager views and tabs
•
The Resource view displays the assembly structure of the currently open
resource. This is a primary view. It contains one configurable structure. You can
open multiple resources in separate Resource views.
For more information, see Working with Resource Manager views.
•
The Classification Properties view displays:
o
Textual attributes and values of the selected component.
If the selected component is the root node of the resource structure, the
attributes assigned to the assembly class are displayed in this view.
Any attributes that are populated to the assembly level from individual
components within the structure are displayed with italic font. The values
that are input into these attributes can vary depending on the location of a
propagation start point within the structure.
For propagated attribute values to be available, you must mark the values
as Propagated when you create the assembly class in the Classification
Administration application.
For more information, see the Classification Administration Guide.
o
A class image of the selected object’s class, if one is attached to the class.
This image is displayed in the upper-right corner of the view in the class
viewer. It is usually a schematic drawing of the objects in the selected class.
For more information about using the class viewer, see Viewing images and
datasets associated with the workspace object.
For more information about attaching an image to a class, see the
Classification Administration Guide.
PLM00066 J
Resource Manager Guide
1-3
Getting started with Resource Manager
Chapter 1
o
An image or other document associated with the selected instance. This
image or document is displayed in the lower-right corner of the view in the
instance viewer. The instance viewer displays documents attached to the
classified workspace object of the selected ICO, such as BOM assemblies,
monolithic JT files, Word documents, or GIF images. If the attached image is
a JT file, you can manipulate the image in the instance image window using
rotate, pan, zoom, and other functions.
For the viewer to work, you must have the Teamcenter Visualization for
Rich Client software installed. If you have not installed this viewer,
only image files (for example, JPG or GIF) are displayed in the top
viewer window.
Note
For more information about the viewers, see Viewing images and
datasets associated with the workspace object.
The information displayed in the Classification Properties view is determined by
the type of object selected in the assembly structure displayed in the Resource
view to which the Classification Properties view is associated.
o
If you select a component, all attributes of the component are shown.
o
If you select the root node, the attributes of the assembly are shown. For
assemblies, these attributes can consist of:
Base attributes assigned to the assembly.
Propagated attributes that have been propagated to the assembly from
components within the assembly. Propagated attributes are displayed
in italic.
For more information, see Propagating component attributes to the
resource assembly.
•
The Classification Table view presents the results of an Object ID search or
multiple results from the Classification Search Dialog in tabular format. You can
page through these results, or double-click a resource to open it in a Resource
view.
For more information, see View results in the Classification Table view.
•
The Attachments view displays any revisions or attachments of the resource
object currently selected. This view contains the same revision and attachment
information that is available in the My Teamcenter application.
•
The Impact Analysis view identifies any other database objects that reference
the selected resource object.
This view also displays any assemblies in which the selected object appears.
•
The Report view allows you to create reports with Report Generator.
•
The Work Instructions view allows you to create manufacturing documents
such as work instructions or product manuals and to view and edit existing
documents.
For more information about using this view, see Using Teamcenter Publish.
1-4
Resource Manager Guide
PLM00066 J
Getting started with Resource Manager
Additionally, the Classification Search Dialog contains the following tabs and panes:
•
The Hierarchy pane displays the classification hierarchy.
•
The Graphical Browser tab shows a hierarchy of the tree structure symbols and
allows you to enlarge them easily with a slider. You can switch back and forth
between the tree structure in the Hierarchy tab and the graphical browser.
For more information about using the graphical browser, see View the tree
graphically.
•
The Search tab allows you to enter search criteria to help find a required
resource.
For more information about searching, see Searching for resources using the
Classification Search Dialog.
•
The Properties tab allows you to enter search criteria to help find a required
resource.
For more information about searching, see Searching for resources using the
Classification Search Dialog.
Resource Manager dialog boxes
The Classification Search Dialog allows you to search the classification hierarchy for
required resources. It provides you with all the search capabilities that you find in
the Classification application.
For more information on searching using this dialog box, see Searching for resources
using the Classification Search Dialog.
Resource Manager menu commands
Menu command
Purpose
File®New®Resource
Creates the root node for a new resource in the
Resource view.
For more information, see Create new resources.
File®New®Dataset
Creates a new dataset and attaches it to the
selected object in the resource structure. You can
see the new dataset in the Attachment view.
File®New®Workflow Process
Creates a new workflow process with
attachments and an associated process template
and allows you to assign tasks to specific users.
File®Open File
Opens a file from your operating systems and
displays it as a view in the Resource Manager
application.
File®Search®Search by
Classification Dialog
Opens the Classification Search Dialog to help
you find a classified resource. Results are
displayed in the Table view.
For more information, see Searching for resources
using the Classification Search Dialog.
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Menu command
Purpose
File®Search®Search by ID
Runs an object ID search that searches through
the entire database for the specified resource
and opens the results in the Classification Table
view.
File®Close
Closes the Resource Manager application.
File®Open
Opens the selected object.
File®Save As
Saves the selected item revision as a new revision
with a new name and a revision ID.
File®Revise
Creates a new item revision of the selected line.
File®Revise (incl.
Super-Assemblies
Revises a component including all latest revisions
of super-assemblies containing that component.
For more information, see Revising components
including super-assemblies.
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File®Unload All
Closes all structure panes and unloads them
from Resource Manager.
File®Exit
Closes the Teamcenter application.
Edit®Cut
Cuts the selected lines from the resource and
places them on the clipboard.
Edit®Copy
Copies the currently selected resource to the
clipboard.
Edit®Paste
Pastes the contents of the clipboard underneath
the currently selected resource.
Edit®Delete
Deletes the current resource from the database.
Edit®User Setting
Changes your group, role, or volume assignments,
and your application logging and journaling
options.
Edit®Options
Changes user interface settings that affect all
applications.
Edit®Edit Resource
Activates edit mode so you can make changes to
the current resource.
Edit®Save Resource
Saves the current resource.
Edit®Cancel Edit
Returns the display to show mode by canceling
edit mode and deleting all changes made in the
edit session.
Edit®Delete ICO for current
resource
Deletes the classification object from the selected
resource. This does not delete the item.
Edit®Add Classified
Component
Opens the Classification Search Dialog so you
can add a new component to the current resource.
Edit®Guided Component
Search
Runs a guided component search.
Resource Manager Guide
For more information, see Adding components
using the guided component search.
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Menu command
Purpose
Edit®Remove
Removes the current line from the resource.
This does not remove the component from the
database.
View®Show/Hide CSYS Lines
Displays and hides the coordinate system lines
in the structure.
View®Show GCS Connection
Points
Displays and hides the plug and socket symbols
from which you can start a guided component
search. You can choose to display all connection
points or only those that are not yet connected to
a component.
View®Properties
Views and edits all properties of the selected line.
View®Notes
Views and edits all notes for the selected line.
View®Pack
Packs the selected lines so that all lines with
the same item revision and find number are
displayed as a single line. The actual quantity of
lines is appended to the node.
View®Unpack
Unpacks the selected packed lines so that they
are displayed as separate lines, one for each
occurrence.
View®Propagation Start Point
Assigns a propagation start point to the currently
selected resource. Attributes are propagated
from the propagation start point up the hierarchy
to the root of the structure. Only one propagation
start point is allowed per structure.
If you choose this menu command a second time,
the propagation start point is removed.
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View®Refresh Window
Reads information from the database and
updates the information displayed in the
workspace area.
View®Expand Below
Expands the complete substructure below the
selected lines.
View®Collapse Below
Collapses the complete substructure below the
selected lines (hides all child lines).
Tools®Project®Assign
Assigns the selected structure to a predefined
project.
Tools®Project®Remove
Removes the selected structure from a project
to which it is assigned.
Tools®Revision
Rule®View/Set Current
Views or sets the revision rule for the currently
displayed structure.
Tools®Revision Rule®Set
Date/Unit/End Item
Sets the date, unit number, or end item to
configure the structure, if the current rule allows.
Tools®Revision Rule®Set
Override Folder
Sets an override folder to override item revisions
that would otherwise be selected by other
criteria.
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Menu command
Purpose
Tools®Revision Rule®Modify
Modifies the current revision rule and applies
the modified rule to the current structure. You
can save the change if you have write access to
the original rule.
Tools®Revision
Rule®Create/Edit
Creates or edits a revision rule.
Tools®Import
Imports objects into the database using PLM
XML format.
Tools®Export
Exports the selected structure and its
attachments in PLM XML format to a selected
export directory. You must choose the appropriate
transfer mode for the destination system
Tools®Create Graphics
Creates graphics based on a part family template
or Tcl macro.
For more information, see Create graphics for a
resource.
Tools®Create/Update NX Tool
Assembly Part File
Creates or updates the NX tool assembly part file
after you create a tool assembly.
Tools®Map ICO
Maps a resource from one class to another.
Tools®Create Item for ICO
Creates an item for a classification object.
Choosing this menu command automatically
classifies the new item.
Tools®Classify Item
Classifies the item of the selected line, if it is not
already classified.
Tools®Classify Item Revision
Classifies the selected item revision, if it is not
already classified.
Note
The Graphics menu appears only if you open the Graphics view.
Graphics®Selection®Select
All
Selects all the objects displayed in the viewer.
Graphics®Selection®Select
None
Clears any objects currently selected in the
viewer.
Graphics®Selection®Reverse Selects all objects not selected in the viewer,
Selection
while simultaneously unselecting any objects
currently selected in the viewer.
Graphics®Visibility®View
Selected
Blanks and unblanks objects loaded in the
viewer.
Note
Graphics®Visibility®Blank
Selected
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The term loaded refers to an object
whose JT file has been loaded in the
viewer. A loaded object may or may not
be visible, depending on whether it is
blanked or unblanked.
Makes any objects selected in the viewer
invisible.
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Menu command
Purpose
Graphics®Visibility®Blank All Makes all objects in the viewer invisible.
Graphics®Visibility®Unblank
All
Makes all objects loaded in the viewer visible.
Graphics®Visibility®Reverse
Blank All
Makes any currently visible objects invisible,
while simultaneously making visible any loaded
objects that are currently invisible.
Graphics®Visibility®Unload
Selected
Unloads any objects selected in the viewer.
Graphics®Edit
Color/Translucency
Modifies the color, transparency, and shine of
selected objects in the viewer. These settings
only apply to the currently loaded objects. The
next time the edited object is loaded, the settings
revert to the default color and translucency.
Graphics®Insert
Allows you to insert JT, stereolithography (.stl)
and VRML (.wrl) files as reference graphics.
Graphics®Insert®Insert from
File
Inserts a reference graphic from the operating
system, using the Open by Name dialog box.
Graphics®Insert®Insert from
Clipboard
Inserts a reference graphics object from the
clipboard.
Note
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Only item revisions (not items) can be
displayed as reference graphics.
Graphics®Views®View
Control
Creates, edits, and displays standard views,
using the Rotate and Standard Views dialog
boxes.
Graphics®Draw Children
Displays the components of a subassembly. You
can also access this command if you right-click in
the BOM.
Graphics®Show
Subcomponents
Breaks down solids in the corresponding
monolithic JT files and make the subcomponents
independently controllable. This function is
available only for leaf and unpacked BOM line
nodes.
Graphics®Hide
Subcomponents
Removes all merged subcomponents and the
one-level tree from the tree. You can load or
unload the monolithic JT file related to this
structure line node in the normal way.
Graphics®Export 3D File
Exports the current visible objects to a STEP or
VRML file.
Graphics®Replace JT File
Replaces the JT file that represents an item
revision. You can choose a replacement file from
one of the JT files associated with the current
structure line item.
Graphics®Clearance®
Preferences
Sets clearance analysis and preferences.
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Menu command
Purpose
Graphics®Clearance®Toggle
Results Window
Shows clearance results in a separate window.
Graphics®Performance
Sets rendering, culling, and general performance
preferences.
Graphics®Preferences
Sets clearance analysis and general viewer
preferences.
The following menu commands are shown in the view menu of the primary resource
view.
Menu command
Purpose
Show Graphics
Opens the Graphics view that displays
visualization data associated with the selected
structure. The Graphics view remains
associated with the primary view from which it
is opened.
Show Information
Displays configuration information about the
open structure.
View/Set Current Revision Rule Views or sets the revision rule on the currently
selected line.
Set In Context
Enables you to set the currently selected
structure as the context for additional
information set on child objects. For example,
you can add an occurrence note to a child line
in the structure that is only pertinent in the
context of the currently selected structure line.
Unload
Unloads the current structure.
Show/Hide CSYS Lines
Displays and hides the coordinate system lines
in the structure.
Show Suppressed Occurrences Displays and hides lines that are hidden by
variant settings, configuration, or explicitly
setting the bl_occ_is_suppressed property.
Resource Manager buttons
Button
Description
If enabled, allows you to terminate the current operation
without closing Resource Manager or losing data.
Cuts the selected lines from the resource and places them
on the clipboard.
Copies the currently selected resource to the clipboard.
Pastes the contents of the clipboard underneath the currently
selected resource.
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Button
Description
Deletes the current resource from the database.
Opens and closes the navigation pane.
Creates new resource.
Activates edit mode so you can make changes to the current
resource.
Saves the current resource.
Returns the display to show mode by canceling edit mode
and deleting all changes made in the edit session.
Deletes the classification object from the selected resource.
This does not delete the item.
Classifies the item of the selected line, if it is not already
classified.
Classifies the selected item revision, if it is not already
classified. Note
Opens the selected resource in new Resource view.
Opens the Classification Search Dialog so you can add a new
component to the current resource.
Runs a guided component search.
Removes current line in resource. This does not remove the
component from the database.
Assigns a propagation start point to the currently selected
resource. Attributes are propagated from the propagation
start point up the hierarchy to the root of the structure. Only
one propagation start point is allowed per structure.
Adds notes to the currently selected resource.
Maps a resource from one class to another.
Creates graphics based on part family template or Tcl macro.
Creates or updates the NX tool assembly part file after you
create a tool assembly.
Opens the Classification Search Dialog to help you find a
classified resource.
Runs an object ID search that searches through the entire
database for the specified resource and opens the results in
the Classification Table view.
Lists the most recently used resources.
The following buttons are found in each Resource view.
Opens the Graphics view to display visualization data
associated with the selected resource.
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Button
Description
Displays configuration information about the open resource.
The following buttons are found in the Classification Table view.
Assists you in moving back and forth between search results
in the Classification Table view. You can either move using
the navigation buttons or type a value in the box.
Classification Search Dialog buttons
Button
Description
Opens the Classified Object Type dialog box where you
can filter your search to only include classifying objects,
non-classifying objects, or objects of a specific type.
Searches the hierarchy tree for the class that you enter in
the adjoining box.
Active unit:
Sets the active unit of measurement. If you are paging
through search results, this button indicates if the currently
displayed ICO is saved in a different unit than is active.
Click this button to convert the ICO attribute values between
systems of measurement. This button has several states:
•
The attributes are displayed and stored in a metric
system of measurement.
•
The attributes are displayed in a metric system of
measurement but are stored in a nonmetric system and
are converted for display.
•
The attributes are displayed and stored in a nonmetric
system of measurement.
•
The attributes are displayed in a nonmetric system of
measurement but are stored in a metric system and are
converted for display.
Searches for all class members in the class selected in the
hierarchy tree.
Removes all entries from the attribute boxes on the
Properties tab.
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Button
Description
Changes the search scope to either search in the selected
class and all its children in the hierarchy or in the selected
class only.
Specifies in which unit of measure you search. You can
search in one of the following:
•
Classes containing only the currently active system of
measure.
•
Classes containing both metric and nonmetric values.
Maps the ICOs from one class to a different class.
Searches for the corresponding class in a source structure.
Use this button when you are filling a target (for example,
customer) hierarchy with components from a source (for
example, catalog) hierarchy.
Copies the data selected in the table to the clipboard.
Sends the table data to the printer.
Helps you navigate the search results through paging
forward or backward or jumping to the beginning or end of
the results.
Loads the next page of search results.
Loads all the search results
Stops loading the search results.
Rich client perspectives and views
Within the Teamcenter rich client user interface, application functionality is
provided in perspectives and views. Some applications use perspectives and views to
arrange how functionality is presented. Other applications use a single perspective
and view to present information.
Note
Your administrator can use the HiddenPerspectives preference to prevent
the display of some Teamcenter perspectives in the rich client.
For information about editing preference values, see the Preferences and
Environment Variables Reference.
If your site has online help installed, you can access application and view help from
the rich client Help menu or by pressing F1.
For more information about rich client perspectives and views, see the Rich Client
Interface Guide.
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Chapter 1
Basic concepts for using Resource Manager
Resource Manager is used by NC programmers, process planners, and tool designers
on a daily basis to store, modify, and retrieve information about the resources they
use in their respective processes.
Using the resource data, these individuals create such things as fixture assemblies,
machine setups, and NC programs for machine tools, robots, and measuring devices.
They also create tool assemblies, combine machine tools and robots with their
devices, and create setup sheets for the complete operation.
Creating resource assemblies
In addition to individual components, Resource Manager manages the resource
assemblies that are used by manufacturing tasks. Classified resource components
are used to build these resource assemblies.
Generally, tool components cannot be used in a manufacturing process by themselves,
so they are assembled using Resource Manager into resource assemblies. These
assemblies are then used in the manufacturing production process. For example,
parts are added to a resource assembly by a tool designer and then used in a
manufacturing process created by a process planner.
There are three main features of a resource assembly:
•
Assembly structure
The assembly structure is displayed in a tree hierarchy on the left side of the
Resource Manager application window in the resource view. The tree hierarchy
shows the logical structure of how the different components are assembled to
make up the structure. The root node represents the assembly. Additional
components are added to the root node to build the structure.
You can use cut, copy, paste, or drag-and-drop functions to organize components
within the structure hierarchy.
For more information, see Creating resource assemblies.
•
Assembly attributes
If its root node is selected in the assembly structure, its attributes are shown
on the Classification Properties view. If subassembly or component nodes are
chosen, the attribute list in the Classification Properties view changes and the
attributes of the selected object are displayed.
•
Graphical representation
The Classification Properties view has two viewing windows on its right-hand
side. The upper window displays an image associated with its class, while the
lower window shows an image associated to the instance, if available.
Displaying resources
Resource Manager allows you to view a resource structure and all the attributes
associated to each line in the structure. You can open multiple resources
simultaneously.
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You can use the views to the right of the resource view to display additional
information about the open resources and their components.
For more information, see Working with Resource Manager views.
If you expand the resource hierarchy, you can see all the components making up the
structure, as well as the propagation point, , from which some of the attribute
values on the top node of the structure originate.
For more information, see Propagating component attributes to the resource assembly.
You can also open the Classification Search Dialog to assist you in searching for
resources in the classification hierarchy.
For more information, see Displaying the hierarchy in the Classification Search
Dialog.
Finally, you can search for resources immediately from this perspective or you can
use the Classification Search Dialog to help you find resources in the database.
For more information, see Searching for resources.
Classifying resource assemblies
The resource assemblies you create can be stored in the database as classified
assemblies. If stored in an assembly class, propagated attributes of the components
in the resource hierarchy are also stored in the assembly objects.
Your system administrator must create an assembly class through the Classification
Administration application.
For more information, see the Classification Administration Guide.
Resource Manager stores the resource data with classification information as objects
in the database. The classification information is managed in the Classification
application and is displayed in a tree-type hierarchy, called the classification
hierarchy, consisting of nested classes. Each class contains a set of attributes. The
attributes are the characteristics of the resource class. This attribute information
typically contains the specification of characteristics of an object. For example, it
may include values for physical characteristics such as diameter, weight, or length.
This classification information is stored in a classification object referred to as an
ICO. Each ICO is unique. When you classify a resource or resource assembly, an
ICO is attached to it.
You define the class hierarchy that categorizes your resources in the Classification
Administration application. This classification information enables you to search in
both a hierarchical and product-independent structure for resources.
For more information about classifying resources, see Classify resources.
For more information about creating new classes in which to store your resources,
see the Classification Administration Guide.
Working with revisions
A resource structure is a hierarchy of item revisions. Item revisions allow you to
capture the state of a component or the entire assembly at a specific point in time.
For more information on item revisioning, see Getting Started with Product
Structure.
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Resource Manager always saves resources using the Precise revision rule. When you
open an assembly, you see exactly those revisions of components that were used at
the time it was saved. For best results, you should always view resource assemblies
using the Precise revision rule.
When creating a new resource revision, Resource Manager can automatically revise
all resource assemblies containing this revision.
For more information, see Revising components including super-assemblies.
Using the Manufacturing Resource Library
To assist you in filling the classification hierarchy with data, you can use the
Manufacturing Resource Library. When you install this library, the data is organized
in a detailed classification structure of manufacturing data such as tools, machines,
fixtures, assemblies, and components, including tool graphics.
The tooling classification tree contains two hierarchies—a catalog hierarchy (Vendor
Catalog) that can contain tool components found in major tool vendor catalogs and
a customer hierarchy that contains only those components and assemblies used at
your site. You can copy relevant components from the catalog into the customer
hierarchy using the mapping definitions that are delivered with the vendor catalog
tooling library.
For more information, see Mapping from one class to another.
Note
Vendor catalogs are provided separately and are not part of the
Manufacturing Resource Library installation kit. Contact your Siemens
PLM Software representative for more details.
Warning
Do not modify the catalog data as these changes are lost when the
Manufacturing Resource vendor catalog libraries are updated. Save
all your customer-specific components and assemblies in the customer
hierarchy.
A sample of part family templates that you can use to quickly create graphics are
included in some component classes. You can use these for evaluation purposes only.
To find the classes to which part family templates are assigned, search the class
hierarchy for the DIN4003 alias name using the quick search feature.
For more information, see Use the quick search feature.
For more information about additional part family templates for component classes,
contact your Siemens PLM Software representative.
The Manufacturing Resource Library is provided with the Teamcenter installation
image. It is updated regularly.
For more information about installing the Manufacturing Resource Library, see the
Installation on Windows Servers Guide.
Using resources in NX CAM
If you run NX CAM in native mode, but want to use tools that are managed
in Resource Manager, you need access to DEF and DAT files that contain the
most up-to-date classification and resource information. You can export the
classification hierarchy and the information about classified resources using
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the mrm_export_resources utility. Optionally, you can also export attached
documents.
For more information, see Getting Started with Manufacturing.
To run the NX CAM Integration (managed mode), you must first configure your
environment.
For more information, see the Installation on Windows Servers Guide.
Basic tasks using Resource Manager
Use Resource Manager for the following tasks:
•
Create and manage resource structures.
For more information, see Working with resource structures.
•
Search through your resources using the Classification Search Dialog.
For more information, see Searching for resources using the Classification Search
Dialog.
•
View file-based data associated with a specific class or ICO.
For more information, see Viewing images and datasets associated with the
workspace object.
•
Create, view, or edit and documentation associated with the resource.
For more information, see Using Teamcenter Publish.
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2
Working with Resource
Manager views
Working with Resource Manager views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Understanding selection synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Open the Graphics view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Display configuration information for the resource view . . . . . . . . . . . . . . . . . 2-2
Working with the Classification Table view . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
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Manager views
Working with Resource Manager views
Teamcenter presents Resource Manager data in views, each view providing its own
specific way of managing or modifying the data. There are primary views and
secondary views.
•
A primary view contains data for which details are displayed in secondary views.
Resource Manager displays two types of primary views: the Resource view and
the Classification Table view.
•
A secondary view shows specific types of data related to the primary resource
view with which it is associated. It can, depending on your needs, change its
content if you select a new resource view.
In addition to primary and secondary views, you can use the Graphics view to
display any visualization data associated with the structure. The Graphics view is
closely associated with the primary view from which you open it.
For a complete list of the views available, see Resource Manager views and tabs.
You can open multiple structures simultaneously. You can undock views and move
them to a convenient position. You can open the same structure multiple times in
different views. To assist you in tracking which views are associated, primary views
and secondary views are color-coded. Primary and associated secondary views have
the same framed color. In addition, Teamcenter frames the active view (the one in
which you are currently working) in black.
Each view has a toolbar with buttons to execute the common tasks pertaining to that
particular view. The view menu contains additional menu commands pertaining to
that view. More complex tasks or tasks pertaining to several views simultaneously
are found on the main application toolbar. The views have some features in common,
such as the ability to change the displayed columns or filtering the results. You
find these features in the view menu.
For more information about working with views, see the Rich Client Interface Guide.
Understanding selection synchronization
If you select an object in the active view, the selections in the other views change
as follows:
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Chapter 2
•
Primary views can change their inner selection (highlight) to suit the active
selection. This does not happen if the selection does not correspond to any object
in the view.
•
Secondary views can change their inner selection (highlight) to suit the active
section when that selection occurs in a primary view or in another secondary
view that is associated to the same primary view. The following situations can
cause them not to do so:
o
The selection does not correspond to any object in the view.
o
The Disable response to selections button
is available.
For more information, see the Rich Client Interface Guide.
Open the Graphics view
The Graphics view is associated with the structure view from which you open it. You
cannot change this association.
•
In a structure view, click
.
Teamcenter opens the Graphics view displaying the structure. The Graphics
menu is displayed in the main menu bar if there is at least one Graphics view
open.
o
When you close the primary view from which you opened the Graphics view,
the Graphics view also closes.
o
If you unload data from the primary view, the Graphics view remains open,
but empty.
o
If you load a new structure into the primary view, the Graphics view is
available, but the structure is only loaded when you select a structure to view.
Display configuration information for the resource view
Do one of the following:
•
Click
in a primary structure view to see configuration information about
that structure.
The Configuration Information dialog box displays the following:
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o
Revision rule
For more information, see Configuring revision rules for searching and
Getting Started with Product Structure.
o
Effectivity
For more information, see Getting Started with Product Structure.
o
Variant rule currently in effect
For more information, see Getting Started with Product Structure.
o
In-context information
For more information, see Getting Started with Manufacturing.
o
Currently active incremental change
For more information, see Getting Started with Product Structure.
•
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Ensure that the MEShowConfigurationHeader preference is set to true.
This displays the current revision rule, effectivity, and variant rule at the top
of the structure view.
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Chapter 2
Working with the Classification Table view
The Classification Table view displays the results of the object ID search in tabular
form. You can navigate through the search results and more details about each
instance is displayed in other views.
•
Click a line in the table or move from line to line with the arrows to view the
properties in the Classification Properties view.
•
Double-click a line to open the resource in the Resource view. Only classifying
instances can be opened in the Resource view.
For more information, see View results in the Classification Table view.
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Chapter
3
Working with resource structures
Create resource structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Create new resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Classify resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Open existing resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Revising resources . . . . . . . . . . . . . . . . . . . . . . . .
Revise individual resource components . . . . . . .
Revising components including super-assemblies
Revise a resource including super-assemblies . .
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3-5
3-5
3-6
Propagating component attributes to the resource assembly . . . . . . . . . .
Creating an assembly class that contains propagated attribute values
Add a propagation start point . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Remove a propagation start point . . . . . . . . . . . . . . . . . . . . . . . . . .
Editing propagated attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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3-7
3-7
3-7
3-8
Edit assembly attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Edit the attributes of individual components . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Assign workflows to resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Add components to a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Automatically assembling resources in Resource Manager . . . . . .
Add a component by selecting a connection point . . . . . . . . . .
Add a component by selecting a coordinate system . . . . . . . . .
Add a component by selecting a component in the assembly . .
Assemble and prepare a part file for NX CAM . . . . . . . . . . . .
Create and publish a coordinate system in NX . . . . . . . . . . . .
DIN4003 coordinate system naming scheme . . . . . . . . . . . . .
Configure the graphics builder for NX automatic tool assembly
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3-12
3-13
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3-16
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3-20
Adding components using the guided component search . . . . . . . . . . . . . . . . . 3-21
Run the guided component search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21
Display connection point information in the hierarchy tree . . . . . . . . . . . . . . . 3-22
Hide the display of coordinate systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
Remove components from a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23
PLM00066 J
Resource Manager Guide
Attach notes to a component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23
Edit notes attached to a component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24
Delete notes attached to a component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24
Create graphics for a resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24
Create graphics for multiple resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26
Resource Manager Guide
PLM00066 J
Chapter
3
Working with resource structures
Create resource structures
1. Create a new or open an existing component that represents the root of the
new structure.
Note
If you are working on an existing resource structure, you must click the
Edit button
on the toolbar first.
2. Add additional components to build up the structure hierarchy. If you add a
subassembly as an assembly component, it appears with a different background
color to differentiate it from other components. If you loaded the Manufacturing
Resource Library:
a. Begin your search for new components in the customer hierarchy.
b.
If you do not find a required component in the customer hierarchy, search for
it in the catalog hierarchy and map the desired ICO to a customer class.
For more information, see Mapping from one class to another.
3. (Optional) Click Propagation
to populate the top-level assembly class with
specific attributes of individual components within the resource structure.
For more information, see Propagating component attributes to the resource
assembly.
4. If you are modifying an existing resource, save your changes with Save
discard the changes with Cancel Edit .
or
Create new resources
1. Choose File→New→Resource, or click the Create a new Resource button
on the toolbar.
The New Resource dialog box opens.
2. Fill in the Item Details information for the new resource.
Item ID
This information is required.
Type the ID number to be assigned to this new resource.
To let Resource Manager automatically assign a unique ID,
click Assign.
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Revision
•
If this is a new resource, type A.
•
If this is a revision of an existing resource, type the next
consecutive revision number.
•
To let Resource Manager automatically assign a unique
revision number, click Assign.
Name
Type the name of the new resource or resource revision. Make it
unique so it is easier to search the database using this term.
Description
(Optional) Type a description of the new resource.
Item Type
Select the item type of the new resource.
The following four types are generally used to create new
resource:
•
MEResource – for resources
•
MENCTool – for tools
•
MENCMachine – for machines (do not confuse with
MENCMachining)
•
MEEquipment – for use with Tecnomatix applications
Teamcenter stores the default value of this entry in the
MRMItemTypes preference.
3. Click OK.
Teamcenter automatically classifies the resource in the class that was previously
selected. This is listed in the top line of the Classification Properties view. If no
class was previously selected, the resource is classified in the New Resource
class.
Note
If you are not using the resource kit and have no New Resource class,
your Classification administrator can change the default class by adding
the following entry to the mrm_user.properties file:
defaultClass=your_class_ID
For more information about modifying a properties file, see the Client
Customization Programmer’s Guide.
4. (Optional) If the resource was incorrectly classified in the previous step, classify
it in the appropriate class.
For more information, see Classify resources.
5. If this resource is the root node upon which a resource structure is to be built,
add components to this root to build the resource structure.
6. Click Save
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Resource Manager Guide
on the toolbar to save the new resource.
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Working with resource structures
Classify resources
Classifying a resource allows you to associate it with a class and assign to it the
attributes of that class.
1. Select the root node of the assembly structure in the Resource view.
2. Click the Edit button in the toolbar, if you are not already in edit mode.
3. Click the hyperlink that displays the class name in the Classification Properties
view.
The Classification Information dialog box appears.
If this is the first time that you are classifying a resource in a session, the
classification tree opens the New Resource directory. If you already classified
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Chapter 3
resources in a session, the system displays the classification of the last item
classified or loaded.
4. Expand the classification root to navigate through the classes and double-click
the classification to which the new item is being assigned.
There are two ways to assign an item to a classification class:
•
Double-click the desired class.
•
Right-click the desired class and choose Select.
When you select the classification class, attributes of the selected class are
displayed in the Classification Properties view.
5. Enter the attribute values of the new resource in the Classification Properties
view.
6. Click Save
.
The resource is saved as a classified item.
If you specify that the root node of the resource structure is an assembly class, it can
inherit propagated attributes from the components within the structure.
For more information about creating an assembly class, see the Classification
Administration Guide.
Open existing resources
Resource Manager provides you with several ways to open existing resources. You
can:
•
Use the Classification Search Dialog.
o
Click the Classification Search Dialog button
in the toolbar.
The Classification Search Dialog appears.
For more information about using the Classification Search Dialog, see Searching
for resources using the Classification Search Dialog.
•
Use the object ID.
1. Click the Object ID button
in the toolbar.
2. Type the object ID of a resource in the dialog box. You can use wildcard
characters, if necessary.
3. Press the Enter key.
If your search returns more than one result, Teamcenter displays the result
in the Classification Table view.
For more information about using this view, see View results in the
Classification Table view.
•
3-4
Use the quick search.
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Working with resource structures
o
Type a string in the search box at the top of the Teamcenter navigation pane.
For more information about using the Teamcenter search, see the Rich
Client Interface Guide.
•
Open from another application.
1. Open the item in another application.
2. Use the shortcut menu or a drag-and-drop function to send it to Resource
Manager.
Revising resources
In Resource Manager you can revise:
•
Individual resource components.
•
Individual resource components, including all assemblies in which this resource
is contained.
Resource Manager always saves resources using the Precise revision rule. When
you open an assembly, you see exactly those revisions of components that were
used at the time it was saved. For best results, you should always view resource
assemblies using the Precise revision rule.
Revise individual resource components
1. Open the individual resource component as the root component.
2. Follow standard revision procedures.
For more information about how to do this, see the My Teamcenter Guide.
Revising components including super-assemblies
The Revise (incl. Super-Assemblies) option in Resource Manager allows you to
revise a component, in addition to all latest revisions of super-assemblies containing
that component. Consider an example where you have three resource assemblies,
Assembly 1/C, Assembly 2/A and Assembly 3/F. Each of these three assemblies
contains multiple components, but all assemblies contain Component 3/A. If you
revise Component 3/A using the Revise (incl. Super-Assemblies), the resulting
assemblies are as follows:
PLM00066 J
Before revisioning
After revisioning
Assembly 1/C
Component 1/A
Component 2/A
Component 3/A
Assembly 1/D
Component 1/A
Component 2/A
Component 3/B
Assembly 2/A
Component 1/A
Component 3/A
Component 4/D
Assembly 2/B
Component 1/A
Component 3/B
Component 4/D
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Before revisioning
After revisioning
Assembly 3/F
Component 3/A
Assembly 3/G
Component 3/B
All original items in the database remain unchanged. Resource Manager creates
three new assembly item revisions containing the revised components.
Revise a resource including super-assemblies
1. Open the resource that you want to revise as the root node. This resource can
be a resource assembly.
2. Choose File→Revise (incl. Super-Assemblies).
•
•
If the resource that you are revising is contained in the latest revision of
other assemblies, Resource Manager lists these and asks if you want to
continue to revise all super-assemblies.
o
When you click Yes, the resource is revised. The system also saves
all super-assemblies as new revisions that you can find using the
Classification Search Dialog. The new assembly revisions contain the
revised component.
o
When you click No, only the selected resource is revised. The new item
revision is not contained in any super-assembly.
If the resource that you are revising is not contained in another assembly,
Resource Manager informs you of this. When you click OK, the system
creates a new item revision of the component that you can find using the
Classification Search Dialog.
Propagating component attributes to the resource assembly
Propagating attributes from the individual components of a resource structure to the
root node of the assembly is an optional feature of Resource Manager. Using this
feature allows you to populate the top-level assembly class with specific attributes of
individual components within the resource structure. When the assembly is saved,
Resource Manager identifies the propagation start point in the structure and looks
to that component for the attribute value to propagate. If the attribute is not found
in that component, the application moves up the structure hierarchy toward the root
node one component at a time until the attribute is found. After the attribute is
found, its value is added to the root node and saved with the assembly.
One of the benefits of using attribute propagation is that you can focus your
Classification searches on the assembly class and more quickly find the resource
data you need to manufacture a particular process or operation. Because selected
component attributes are stored in the assembly class, you do not need to search the
entire component list to find the attribute information you need.
Another benefit of using attribute propagation is that it allows you to populate
the values for the assembly automatically from the structure instead of manually
re-entering component attribute values in each new assembly.
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Propagation start points define at which component in the resource structure
attribute propagation begins. Attributes are propagated from the propagation start
point up the hierarchy to the root of the structure. Only one propagation start point
is allowed per structure.
Creating an assembly class that contains propagated attribute values
Before attribute values can be propagated from individual resource structure
components to the top-level resource assembly, the class in which the assembly
is stored must be classified as an assembly class within the Classification
Administration application.
The assembly class defines which attributes can be propagated from the resource
structure components. As you create the assembly class with the Classification
Administration application, choose the Assembly option on the Class Details tab. As
you create the class attributes on the Class Attributes tab, choose the Propagated
Property option for every attribute of the class that has its value propagated from
within the resource structure.
For more information, see the Classification Administration Guide.
Add a propagation start point
1. Select the component in the hierarchy to which you are adding a propagation
start point.
2. Click the Edit button
on the toolbar.
3. Choose View→Propagation Start Point, or click the Propagation Start Point
on the toolbar.
button
symbol
The propagation start point is added to the resource structure. The
displays next to the selected component of the active propagation start point.
Any propagation points defined in subassemblies are inactive and display the
symbol.
4. Click Save
.
Remove a propagation start point
1. Select the component in the hierarchy from which you are removing a
propagation start point.
2. Click the Edit button
on the toolbar.
3. Choose View→Propagation Start Point, or click the Propagation Start Point
on the toolbar.
button
The propagation start point is removed from the resource structure.
Note
PLM00066 J
When you remove a propagation start point, the propagated values are
not deleted. The values remain visible in the attribute fields, and you
can modify them if necessary. If you do not want the values, you must
remove them manually from each field.
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4. Click Save
.
Editing propagated attributes
If any component in a resource assembly contains a propagation start point, you
cannot edit the propagated attribute. If, however, attributes in the class are marked
as Propagated, but no propagation start point is assigned, you can enter a value
for the propagated attribute values. If, subsequently, you assign a propagation
start point, the propagated values overwrite any values you manually entered at a
higher level.
When you remove a propagation start point, the propagated values are not deleted.
The values remain visible in the attribute fields, and you can modify them if
necessary. If you do not want the values, you must remove them manually from
each field.
Edit assembly attributes
1. Select the root node in the assembly structure.
2. Click the Edit button
on the toolbar.
3. In the Classification Properties view, edit the attribute values for the resource.
4. Click Save
.
Edit the attributes of individual components
When you edit individual components, the component is modified in every assembly
in which it occurs. Because any edits made to component attributes are propagated
throughout every assembly in which the component appears, a security check is
added to the application to make you reconsider your decision to modify a component
before you actually make the change. This security check requires that you open the
component in the BOM by itself so it displays as the root-level component.
1. Right-click the component to be edited in the assembly structure.
2. Do one of the following:
a. Choose Send to→Classification.
b.
In the Classification application, click Edit
c.
Modify the values as necessary.
d. Click Save
.
.
e.
Return to the Resource Manager application.
f.
If necessary, refresh the component to see the changes.
-or-
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Working with resource structures
a. Choose Send to→Resource Manager.
Note
You must save the assembly before you do this.
Teamcenter opens the component in a new Resource view where it becomes
the root node.
on the toolbar.
b.
Click the Edit button
c.
Edit the attribute values displayed in the Classification Properties view.
d. Click Save
.
Teamcenter propagates the values of the modified component to all
assemblies that use the component.
e.
Return to the assembly by displaying its Resource view.
Assign workflows to resources
You can initiate a workflow for your resources to have them, for example, reviewed,
approved, or released, depending on the needs of your company. For sample
purposes, TCM Release Process adds a status of TCM Released to your resource.
Your system administrator can use this process as a basis to help configure a
workflow that suits your needs and associate access permissions based on the status.
To assign a TCM Released status to a resource:
1. Select the resource for which you want to initiate the workflow.
2. Choose File®New®Workflow Process.
3. Select TCM Release Process from the Process Template list.
4. Click OK.
5. Select the resource and choose Refresh from the shortcut menu.
A flag beside the resource indicates that it has a status, in this case, TCM Released.
For more information on creating workflows, see the Workflow Designer Guide.
For more information on assigning protections, see the Access Manager Guide.
Add components to a structure
After a root component is specified in the assembly structure, add components to the
root to build up the resource structure.
1. Select the root component in the Resource view.
2. Click the Edit button
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on the toolbar to enter edit mode.
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3. Choose Edit→Add Classified Component, or click the Add Classified
Component button
on the toolbar.
The Classification Search Dialog opens.
For more information on how to search see Searching for resources using the
Classification Search Dialog.
4. Search for a classification object to add to your structure.
If you use the Manufacturing Resource Library:
a. Begin your search for new components in the customer hierarchy.
b.
If you do not find a required component in the customer hierarchy, search for
it in the catalog hierarchy and map the desired ICO to a customer class.
For more information, see Mapping from one class to another.
5. After you select the object, click OK in the Classification Search Dialog.
The Classification Search Dialog closes and the object is added as a child
component of the root in the assembly structure.
Note
You can select more than one item simultaneously to add multiple
components to the resource structure at one time.
6. Click Save
.
You can select assemblies as components to add in a resource structure. If you do,
each subassembly is shown with a different background color.
Repeat these steps to add additional components to the structure.
Automatically assembling resources in Resource Manager
Resource Manager uses coordinate systems to position components at the correct
location when creating tool assemblies. These coordinate systems are defined in the
part family templates in the Manufacturing Resource Library or imported from NX.
When you create graphics for the part family template components, these coordinate
systems are created and then saved to Teamcenter when you save the part file.
When you add a component to an existing one, either manually or using the guided
component search (GCS), Teamcenter checks the coordinate systems and aligns
them according to preset rules.
You can see the correctly assembled tools in the Graphics view.
By default, Teamcenter uses two types of coordinate systems as specified in the
DIN4003 tooling standard: the machine-side coordinate system (MCS) and the
coordinate system workpiece-side (CSW). Each component has one MCS and any
number of CSWs. If the component has multiple CSWs, they follow a naming scheme.
For more information, see DIN4003 coordinate system naming scheme.
When Teamcenter builds the assembly, it always moves the component containing
the CSW to the part containing the MCS. The transformation matrix of the
component BOM line containing the CSW is updated whereby that of the component
containing the MCS remains unchanged.
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Working with resource structures
When you create a tool assembly, there are different methods to add components to
build the assembly. You can use the Add Classified Component command, paste
a component from the clipboard, or use the guided component search. The method
available for you to use to add components depends on the object in the existing
hierarchy that you select. The figure illustrates the different options available.
When you select one of
these
Use these commands to add a component
Coordinate system
Add Classified Component
or
Paste
Connection point
Guided Component Search
Tool component
Where in the tool assembly hierarchy the component is added is also affected by:
•
Which object you select to add a component.
•
Which method you use to add the component.
When adding a new component, Teamcenter determines where in the hierarchy
to add the component.
Connection Coordinate
point
system
Plug
MCS
Socket
CSW
Direction
Direction in the hierarchy
Machine-side
Up
Workpiece-side
Down
When joining the two components, Teamcenter joins a CSW to the MCS. If there are
multiple possible CSWs, the user must determine which coordinate system to use.
If, for example, you have this assembly:
You want to add this new component:
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If you select the CSW in the assembly and use the Add Classified Component
command, Teamcenter searches for the MCS in the component to be added and adds
it below the selected CSW in the hierarchy (the down direction).
If, however, you select the MCS in the assembly, Teamcenter finds three CSWs in
the component to be added. You must select the correct coordinate system to use,
and then Teamcenter adds the component above the component with the selected
MCS (the up direction) in the assembly. In this example, the new component, C2 is
added above C1.
If your company uses custom names for coordinate systems, your administrator can
modify the coordinate system names in the following preferences:
•
MRMPlugCSYSPrefixes
•
MRMSocketCSYSPrefixes
•
MRMNeutralCSYSPrefixes
Add a component by selecting a connection point
1. In the resource you are modifying, select a connection point (plug or socket)
and choose Edit®Guided Component Search or click . You can select one or
multiple connection points of the same type (either only plugs or only sockets). If
you select multiple connection points, these must:
3-12
•
Have the same shape.
•
Have the same connection type.
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PLM00066 J
Working with resource structures
•
Belong to the same connection point definition.
•
Belong to the same component.
Teamcenter displays the Classification Search Dialog with a limited number of
matching results.
2. Search for a suitable component in the Classification Search Dialog and add it to
the existing hierarchy.
Teamcenter adds this component to the assembly. The new component is added
above or below the component with the selected connection point, depending on
whether you initially selected a plug or a socket. The component containing the CSW
(representing the socket connection point) is moved to the component with the MCS.
If you select multiple connection points, an occurrence of the new component is
added to each of these connection points.
For more information, see Adding components using the guided component search.
Add a component by selecting a coordinate system
1. In the resource you are modifying, select a coordinate system (MCS or CSW) and
choose Add a Classified Component or click .
2. Search for a suitable component in the Classification Search Dialog and add it to
the existing hierarchy.
Teamcenter checks for matching coordinate systems. If you select an MCS and
there are multiple CSWs in the component being added, Teamcenter requests
that you select the correct coordinate system to align.
Teamcenter adds this component to the assembly. The new component is added
above or below the component with the selected coordinate system, depending on
whether an MCS or CSW was initially selected. The component containing the CSW
is moved to the component with the MCS.
Note
If you have a suitable component in the clipboard, you can also use Paste
to add a component.
Add a component by selecting a component in the assembly
1. In the resource you are modifying, select a component and choose Add a
Classified Component or click .
2. Search for a suitable component in the Classification Search Dialog and add it to
the existing hierarchy.
Teamcenter checks for matching coordinate systems. If there are multiple CSWs
in the component being added, Teamcenter requests that you select the correct
coordinate system to align.
If you configured the guided component search, Teamcenter performs some of the
decision-making for you. It searches for components that fit the given criteria.
If you begin by loading a holder, and then work toward the tooltip using the
Add Classified Component or Paste commands, Teamcenter uses the guided
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component search (GCS) information to determine which coordinate system
to use to position the new component. If the component you want to add does
not contain GCS data, Teamcenter asks you which coordinate system to use to
position the component. If you select a coordinate system or a connection point
to add a component, Teamcenter positions the part automatically.
Teamcenter adds this component to the assembly. The new component is always
added below the selected component when using this method. The component
containing the CSW is moved to the component with the MCS.
Note
If you have a suitable component in the clipboard, you can also use the Paste
command to add a component.
Assemble and prepare a part file for NX CAM
After you create a tool assembly, Teamcenter assists you in creating or updating
the NX tool assembly part file. This procedure sets CAM-related tool information
required by the machine tool builder in NX so this tool can later be used for tool
path simulation.
This feature uses the graphics builder to communicate with NX and it is, therefore,
important that the graphics builder is correctly installed and configured on your
system.
For more information about this administrative procedure, see Configure the
graphics builder for NX automatic tool assembly.
1. Select the root node of the tool assembly.
2. Choose Tools®Create/Update NX Tool Assembly Part File or click
.
Teamcenter displays the NX Automatic Tool Assembly dialog box.
3. Select the desired options.
Option
Description
Set tool
junctions
The tooltip and tool mount junctions are added to the assembly part file.
Identify
cutting and
The solids in the tool components are added to the CUTTING or
NON_CUTTING groups in NX.
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Option
non-cutting
geometry
Description
These are displayed in the machine tool builder and saved in the assembly
part file in NX.
Generate
spinning
geometry
The CUTTING_SPUN and NON_CUTTING_SPUN geometry are saved
with the tool assembly for milling and drilling tools. The information for this
geometry comes from the CUT and NOCUT information of the tool components
that are used in the tool assembly.
This option is not available for turning tools.
Write NX part
attributes
If the tool mount and tooltip junctions are defined in the assembly part file,
NX calculates the setup offsets based on these two junctions and writes them
into the part properties in the part file, setting the CAM_TOOL_ATT_X,
CAM_TOOL_ATT_Y, and CAM_TOOL_ATT_Z properties.
4. Click OK.
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An NX assembly part file is created in which all tool components are correctly
positioned and includes the additional tooling information. The part properties
are mapped to Teamcenter as follows:
CAM_TOOL_ATT_X is mapped to the resource library attribute -45002
Nomin. Setup X.
CAM_TOOL_ATT_Y is mapped to the resource library attribute -45003
Nomin. Setup Y.
CAM_TOOL_ATT_Z is mapped to the resource library attribute -45002
Nomin. Setup X (for turning tools).
Note
The NX part attribute to Classification mapping must be configured.
For more information, see the Application Administration Guide.
Create and publish a coordinate system in NX
If you use the Manufacturing Resource Library, the coordinate systems for each
component are defined in the part family templates. In a manual configuration, you
must perform the following steps to publish the coordinate systems from NX to
Teamcenter:
1. In NX, create a coordinate system of the Datum CSYS type and give it a name
that conforms to the DIN4003 naming standard.
For more information, see DIN4003 coordinate system naming scheme.
2. Add the coordinate system to the product interfaces by choosing Tools®Product
Interface.
3. Choose File®Options®Save Options and select Save JT Data.
DIN4003 coordinate system naming scheme
The DIN4003 standard defines how 3D graphic models for different tool component
classes must be designed. This standard also defines the coordinate systems in the
tool components using the following naming scheme:
MCS
Machine-side coordinate system
CSW
Coordinate system workpiece-side
A tool component always has one MCS and any number of CSWs, depending on its
design. If it has a single CSW, the coordinate system is called CSW. If it has multiple
CSWs and dedicated steps (see example), the coordinate systems are additionally
numbered in ascending order, using a system that is dependent on the shape of the
component. The examples provide an introduction to the naming convention.
Tool component
MCS
Insert: DIN4003_76_01
Pointing toward
[TC_INSERT_10_00_100] the holder
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CSW
None
PLM00066 J
Working with resource structures
Tool component
MCS
Holder:
Pointing toward
DIN4003_90_02
the machine
[TC_TURN_40_00_100] adapter
CSW pointing toward the insert
Tool component
CSW
MCS
Drill: DIN4003_86_04
Pointing toward
[TC_DRILL_20_20_100] the machine
adapter
PLM00066 J
CSW
CSW_1 pointing toward the insert
CSW_2 pointing toward the insert
Resource Manager Guide
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Working with resource structures
Tool component
MCS
Step drill:
Pointing toward
DIN4003_86_05
the machine
[TC_DRILL_20_20_110] adapter
CSW
First step: CSW1_1, CSW1_2
(pointing toward the inserts)
Second step: CSW2_1, CSW2_2
(pointing toward the inserts)
Third step: CSW3_1, CSW3_2
(pointing toward the inserts)
Fourth step: CSW4_1, CSW4_2
(pointing toward the inserts)
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Working with resource structures
Tool component
MCS
Shell end mill:
Pointing toward
[TC_MILL_20_20_120] the machine
adapter
PLM00066 J
CSW
CSW_1, CSW_2, CSW_3, CSW_4,
CSW_5, CSW_6, CSW_7, CSW_8
(all pointing toward the inserts)
Resource Manager Guide
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Chapter 3
Working with resource structures
Configure the graphics builder for NX automatic tool assembly
Before you assemble a part file for NX, you must ensure that the graphics builder
is correctly configured.
1. Install and configure the graphics builder as explained in the Classification
Administration Guide.
Note
Do not use the method described in Using Tcl scripts to install the
graphic macros. Proceed to the next step instead.
2. Install the graphic macros required by NX as explained in the Installation on
Windows Servers Guide.
Note
3-20
Resource Manager Guide
The name of the option in the manufacturing installation has changed
from Configure Fixture TCL Graphic Macros to Configure TCL Graphics
Macros.
PLM00066 J
Working with resource structures
Adding components using the guided component search
Using a guided component search (GCS) accelerates the search for matching
components within an assembly. This search allows you to choose from a list of only
those classified workspace objects that fit into the selected components from which
you are initiating the search. Whether a component fits into something else could be
based on physical criteria or on other criteria that you decide (for example, Material
A can only be used with Material B). To use this search, you must first configure it in
the Classification Administration application.
For more information about configuring the guided component search, see the
Classification Administration Guide.
The guided component search uses the following criteria to determine if a component
matches another:
•
If the connection type of each component is the same.
•
If components fit into each other. All components in the GCS are assigned
a physical shape—plug, socket, or neutral. For the search to find a match,
the matching component must always have the opposite shape to the initial
component. In other words, a plug component requires a socket component and
vice versa, or a neutral component requires another neutral component.
•
The attribute values of the components must fulfil the matching criteria set in
the Classification Administration application.
Run the guided component search
When running the guided component search, there are two types of search that
you can use.
•
You have a component and want to build onto this component in one direction
only.
•
You have a component with multiple connection points and want to fulfil these
simultaneously.
To perform this type of search, all connection points must have the same shape,
same connection type, and same parent component.
1. Select the desired connection point of the component in the assembly structure
for which you want to find a matching component.
2. Right-click and choose Guided Component Search, or click the Guided
Component Search button
on the toolbar.
The system displays the Classification Search Dialog, but only with components
containing connection points that match the connection point selected in the
assembly structure. The displayed hierarchy contains only the classes and
parent classes of these components.
3. Search the hierarchy and select the desired component.
You can narrow the search by entering search criteria in the Search pane.
The system adds the component to the structure.
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Chapter 3
For more information about searching, see Searching for resources using the
Classification Search Dialog.
Display connection point information in the hierarchy tree
Find the Show GCS Connection Points commands in the View menu or as buttons
on the view toolbar.
•
Choose one of the following:
o
Show All GCS Connection Points
o
Hide All GCS Connection Points
Hide the display of coordinate systems
A single resource can contain multiple coordinate systems that are all displayed as
a line in the tree structure. You can hide these lines.
•
Choose View®Show/Hide CSYS Lines or choose Show/Hide CSYS Lines from
the view menu in the resource view.
The following shows a resource with coordinate system lines hidden.
The following shows a resource with coordinate system lines displayed.
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Working with resource structures
Remove components from a structure
1. If you are not already in edit mode, click the Edit button
2. Click the Remove a Line button
resource structure.
Warning
3. Click Save
on the toolbar.
to remove the component from the current
If you click the Delete button
instead of the Remove a Line
button, the resource is deleted from the database.
.
When you remove a component that satisfies one more multiple guided
component search connection points from a resource assembly using the Cut or
Remove a line command, Teamcenter updates the previously satisfied connection
points and removes the connection information from the connection points.
For more information about removing components from a structure, see Remove
components from a structure.
Attach notes to a component
1. From the assembly structure, select the component to which notes are being
added.
2. Click Edit
on the toolbar.
3. Click the Notes button
on the toolbar.
The Notes dialog box appears.
4. In the Create list, select the type of note.
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5. Type a note description in the description entry area.
6. Click OK. The note is added to the selected resource.
7. Click Save
.
For more information about creating additional note types, see the Business Modeler
IDE Guide.
Edit notes attached to a component
1. From the assembly structure, select the component for which notes are to be
edited.
2. If you are not already in edit mode, click the Edit button
3. Click the Notes button
on the toolbar.
on the toolbar.
The Notes dialog box appears. The existing notes are displayed.
4. In the Existing Notes list, select the note to be edited.
5. Modify the note as necessary.
6. Click OK. The note is edited.
7. Click Save
.
Delete notes attached to a component
1. From the assembly structure, select the component for which the notes are being
deleted.
2. If you are not already in edit mode, click the Edit button
3. Click the Notes button
on the toolbar.
on the toolbar.
The Notes dialog box appears. The existing notes are displayed.
4. In the Existing Notes list, select the note to be deleted.
5. Click Remove.
The note is deleted.
6. Click Save
.
Create graphics for a resource
When an object is classified under a storage class that is associated with an NX
part family template, you can create a part family member and related graphics
corresponding to the ICO. You can also create graphics based on a Tcl macro.
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Working with resource structures
For more information about configuring this feature, see the Classification
Administration Guide.
Note
You cannot create graphics automatically if multifield key support is enabled.
If you want to create graphics for multiple resources simultaneously, see
Create graphics for multiple resources.
Perform the following steps to create a new part family member and/or graphic
for a resource:
1. Click the Create/Update graphic from ICO button
.
Teamcenter displays the Create/Update Graphic dialog box.
2. Do one of the following:
•
To create graphics using a part family template, click the Part Family tab.
a. Select the template from the Template list.
Caution
b.
Select Create part file to create a .PRT file.
c.
Select Create JT file to create a .JT file.
Note
•
Teamcenter lists any mapped attributes that have not been
assigned a value. You must assign values to the listed
attributes to create graphics from them.
If you do not choose to create the part or JT files at this time,
Teamcenter creates a new part family member and adds it to the
template. You can create the files in a subsequent session using
Teamcenter Integration for NX.
To create graphics using Tcl script evaluation, click the TCL Macro tab.
Teamcenter displays a blank tab. If there is both a part family template
and a Tcl macro defined for the class, you must click the TCL Macro tab to
create the Tcl-based graphic.
Note
You cannot select the type of file to create when creating or updating
graphics using Tcl macros. Teamcenter uses the settings from NX.
By default, only a part file is created. If you want to create or update
the JT file as well, you must change the settings in NX.
a. Choose File®Utilities® Customer Defaults.
b.
In the Gateway tree, select JT Files.
c.
In the Export tab, select Save JT Data.
d. Restart Teamcenter to capture the changes.
3. Click Create/Update.
The system creates a new item and an item revision that contains the part files.
The name of this new item is the same as the object ID of the newly created
ICO. The newly created ICO classifies the item revision. If you revise the item
PLM00066 J
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Working with resource structures
that contains the part file, you must revise all part family members so that the
members all have the same revision as the top item.
Create graphics for multiple resources
1. With search results displayed in the Table view, select all instances in the table
for which you want to create graphics.
2. Click
at the bottom of the Table view.
Teamcenter displays the Create Graphics for Selected ICOs dialog box. If no
part family template (PFT) is defined for one of the instances listed, that line
is highlighted in red.
If there are multiple PFTs assigned to a class, the background color is yellow.
The default PFT is selected. If you want to use a different PFT for the selected
ICOs listed in the dialog box, click the down arrow beside the name of the PFT
and select a different PFT.
Note
This PFT is used to generate graphics for all instances listed in the
Create Graphics for Selected ICOs dialog box. If you want to use
different PFTs to generate graphics for ICOs in the same class, you must
select the ICOs accordingly in the Table view.
3. (Optional) Select Create part file and Create JT file.
Check box states
Action
Teamcenter adds the ICO values to the PFT
spreadsheet and creates a part file.
Teamcenter adds the ICO values to the PFT
spreadsheet and no graphics are created. In
this case, the JT check box is unavailable.
Teamcenter adds the ICO values to the PFT
spreadsheet and creates a part file and a JT
file. You can create JTs only if the Create part
file check box is enabled (default state).
4. Click Create/Update.
Teamcenter opens the Create Graphics Progress Results dialog box listing each
ICO and the status of the graphics creation. At the bottom of the dialog box,
Teamcenter provides an explanation for each failed generation attempt.
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PLM00066 J
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3-27
Chapter
4
Displaying the hierarchy in the
Classification Search Dialog
Displaying the hierarchy in the Classification Search Dialog . . . . . . . . . . . . . 4-1
Open the Classification Search Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Open the classification hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Change the display of the hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Display information in the Properties pane . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Display information in the Table pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Working with measurement units . . . . . . .
Change the active measurement system
Change the displayed units of measure .
Viewing the Unit Definition class . . . . .
Searching in multi-unit classes . . . . . .
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4-4
4-5
4-6
4-6
Make the panes larger or smaller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6
View the tree graphically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6
Viewing attribute values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7
Preview available attribute values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9
Displaying a subset of the hierarchy . . . . . . . .
Set a node as root . . . . . . . . . . . . . . . . . .
Store nodes for subsequent selection as root
Delete stored nodes from the list . . . . . . .
Display a node as temporary root . . . . . . .
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4-11
4-11
4-11
4-11
Refresh the hierarchy tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11
View object properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12
View attributes applicable to a specific application . . . . . . . . . . . . . . . . . . . . . 4-12
Understanding show versus edit modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13
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4
Displaying the hierarchy in the
Classification Search Dialog
Displaying the hierarchy in the Classification Search Dialog
The classification hierarchy shows a tree structure of nested classes. It provides an
overview of all classification classes contained in the database. These classes contain
a compilation of attributes related to a group of objects.
For more information about working with the hierarchy, see the Classification Guide.
Open the Classification Search Dialog
•
Click Search by Classification Dialog or ID
exists in the database.
to open a resource that already
-orClick Add component to the resource
resource assembly.
to add a component to an existing
Open the classification hierarchy
1.
Open the Classification Search Dialog.
2. Double-click the root node of the hierarchy.
3. Move down the hierarchy by clicking the plus sign (+) in front of the name of the
class you want to open. You can right-click any class and choose Expand All to
open all child classes.
Change the display of the hierarchy
When you first expand the classification hierarchy, the class names include a number
in brackets beside them. This number represents the number of instances contained
within that class and all its subclasses.
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4-1
Displaying the hierarchy in the Classification Search Dialog
Chapter 4
The number of instances displayed represents all instances in the database,
including both metric and nonmetric ICOs, as well as ICOs to which you do not
have read access.
•
If you search for only metric or only nonmetric instances, the number of matches
is smaller if your database contains instances in both systems of measurement.
•
Teamcenter does not check for read access to ICOs until you perform a search.
For this reason, a class can display 100 instances in the hierarchy, but when you
search the class, you find only 80 matches. This is because you do not have read
access to the other 20 ICOs.
You can specify when the ICOs are filtered for read access in the
ICS_search_filter_by_read_access preference.
You can additionally or alternatively display the groups and classes.
•
4-2
Right-click the root node of the classification hierarchy and choose Show Node
IDs.
Resource Manager Guide
PLM00066 J
Displaying the hierarchy in the Classification Search Dialog
To turn off the display of the instance count, right-click the root node of the
classification hierarchy and choose Show Instance Count.
Display information in the Properties pane
You only see information in the Properties pane once you select a class in the
hierarchy.
•
Double-click a storage class in the hierarchy.
•
Right-click a class from the hierarchy and choose Select.
Display information in the Table pane
The Table tab is not available until you select a class in the hierarchy and search for
ICOs in the Properties pane.
1. Double-click a storage class in the hierarchy.
2. Right-click a class from the hierarchy and choose Select.
3. Search for the desired ICOs.
4. Click the Table tab.
Teamcenter lists the first five matches in the Table pane.
For more information, see View search results in the Table pane.
PLM00066 J
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Displaying the hierarchy in the Classification Search Dialog
Chapter 4
Working with measurement units
Classification classes can contain only metric ICOs, only nonmetric ICOs, or both.
If your Classification administrator specifies that a class can contain both, you can
search for an object using either of the unit systems you define, and the search
mechanism finds a match, regardless of the unit in which the object is stored. For
example, if you search for a bolt with a width of 5/8th inches, the classification search
mechanism finds a bolt that is stored with a width of 1.6 centimeters.
Teamcenter displays the unit of an attribute value as a hyperlink beside the
value. You can change this unit for viewing or searching purposes. If a unit is not
hyperlinked, Teamcenter cannot find the unit in the Unit Definition class. If the
attribute is not yet used in any classes, the classification administrator can change
the unit in the attribute dictionary or add the new unit definition to the Unit
Definition class.
The unit in which you save an ICO is referred to as the storage unit. Teamcenter
displays the storage unit in bold type in the list of available units.
When working with legacy data, Classification searches for the object ID of the unit
or, if it does not find that, the display name. If it finds a match, then it displays the
hyperlinked unit label. If Teamcenter does not find a match, it displays the legacy
unit label that you cannot change.
Type the unit in the attribute value box along with the value. Teamcenter
changes the unit for you automatically.
Tip
For more information about administering units of measure, see the Classification
Administration Guide.
If your administrator enables optimization for attribute values, these are displayed
using the most readable unit with the least number of leading or trailing zeros.
For more information about optimizing attribute values, see the Classification
Administration Guide.
Change the active measurement system
When displaying ICOs in the Properties pane (view mode), you can change the
measurement system that is displayed.
•
Click the Active unit button and select the measurement system.
Note
You can do this only if your administrator has specified that the class can
contain both metric and nonmetric values.
For more information, see the Classification Administration Guide.
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Displaying the hierarchy in the Classification Search Dialog
Change the displayed units of measure
You can change the displayed unit of measure; Teamcenter converts these values for
you. Teamcenter distinguishes internally between show mode and edit mode during
this activity. You can only change the displayed units of measure in show mode. If
you are in edit mode, Teamcenter changes the value you enter.
For more information, see Understanding show versus edit modes.
•
Click the hyperlinked measurement unit and select a new unit.
o
If you are in show mode, Teamcenter immediately converts the unit for
display purposes.
o
If you are in edit mode, Teamcenter assumes you want to change the
attribute value. It first internally converts the value you enter to the storage
unit, and then converts to the desired unit.
If the storage unit is formatted in such a way that this conversion cannot
take place (for example, not enough decimal places), Teamcenter cannot
continue with this conversion and an error message occurs. If, for example,
you are editing the following value, and want to enter the value in m, not
mm, you cannot simply change the unit from mm to m as in show mode.
If you attempt to do this, Teamcenter tries to convert 40 meters to the
storage unit, which is millimeters. This results in a very large value of
40,000 millimeters. Because the mm storage unit specifies that this unit can
only have three decimal places before and after the zero, Teamcenter cannot
complete the conversion and displays the following error message:
The entered value 40 m (40000 mm) cannot be formatted with the REAL(3,3) format
because there are too many digits before the decimal point.
The attribute can have a value of 0 or a range between 0.001 and 999.999 mm.
Note:
The attributes’s storage unit is mm. During conversion, values are first converted
to mm.
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Chapter 4
Instead, enter the value with the correct unit. In this case, that is 0.04m.
Caution
Teamcenter always converts between the metric and nonmetric
formats that you specify in the attribute dictionary. If, during
conversion, the converted value’s number of digits is larger than
the specified target format allows, Teamcenter truncates the
excess digits and displays an erroneous value. For example, an
attribute has a nonmetric format with REAL(3.5) and a metric
format of REAL(4.3). If you try to convert 622 inches to a
metric value, the correct converted value is 15,800 millimeters.
Teamcenter, however, truncates the converted value to 1580 to fit
the defined format (REAL(4.3)).
Viewing the Unit Definition class
The Unit Definition class contains all the units available for attribute definition
in the Classification Administration application. Only an administrator should
change this class.
For more information, see the Classification Administration Guide.
Searching in multi-unit classes
If the active unit of measurement is metric, you can search for a nonmetric ICO
using metric attribute values, and vice versa. Teamcenter converts the value to the
other unit system and performs the search. When you do this, however, you must
be aware of the following information.
For the search to find an ICO with a particular attribute value, the value must be an
exact match. Because Teamcenter converts the value to the other unit system, be
sure to enter enough digits after the decimal point to avoid rounding errors.
Make the panes larger or smaller
•
Click Maximize/Restore panel
on the right side of the pane’s title bar.
View the tree graphically
You can use a graphical browser to navigate through the classification hierarchy.
This browser shows a hierarchy of the tree structure symbols and allows you to
enlarge them easily with a slider. You can switch back and forth between the tree
structure and the graphical browser. The class that is currently highlighted in the
graphical browser is then highlighted in the tree and vice versa. If you select a class
in the hierarchy tree, it is also selected in the graphical browser when you open it.
1. Turn on the graphical browser using the ICS_enable_graphical_browser
preference.
2. In the hierarchy pane, click the Graphical Browser tab.
3. Navigate through the classes.
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Displaying the hierarchy in the Classification Search Dialog
The graphical browser shows two sets of graphics. The top set, a horizontal list
of graphics, is the hierarchy list. This represents the path you have taken down
the classification tree from parent to child node. The second set of graphics
represents all the members of the current class, that is, the last class shown in
the hierarchy list. Leaf classes are displayed with a blue border around the
graphic.
•
To move one level down in the tree, click the graphic.
•
To move one level up the tree, click the second-to-the-last graphic in the list
of graphics at the top.
•
To select a class, click the link below the graphic of the class you want to open.
If the class you are selecting is a leaf node, clicking the link also selects it.
•
To move to any class in the hierarchy list, click the class.
•
To select a leaf class (a graphic with a blue border), click the class or click
the link below the graphic.
4. Modify the graphic size by moving the slider at the right of the browser pane to
the right to enlarge the graphics and moving it to the left to make them smaller.
Viewing attribute values
Attributes are placeholders for values that distinguish one instance of a class from
another. For example, within the Sheet Metal Screws class, the length, diameter,
and thread attributes are used to distinguish one sheet metal screw from another.
Attributes and their values are displayed in the Properties pane.
In addition to the list of attributes that is displayed when you select a class, your
administrator may have added custom attributes that are listed in a tool tip in the
Properties pane.
There may be restrictions set by your administrator on what attribute values you
can modify or what values you can enter. For example, an attribute value may not
be modifiable because your administrator has set a default value, or you can only
enter attributes between a certain range. In addition, the display of the values can
be changed. For example, by setting the ICS_display_unformatted_numbers
preference, you can remove the leading zeros.
Teamcenter provides you visual aid to see the restrictions set on an attribute. If you
are in edit mode, you may see the following indicators.
Symbol
Restriction
Attribute property is set to Protected
or a default value is set to Fixed.
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Symbol
Restriction
Attribute property is set to
Mandatory.
Whether you can save an ICO
without setting mandatory attribute
values is controlled by the
ICS_force_mandatory_attribute_check
preference.
Attribute property is set to
Mandatory and Protected.
Attribute value is set to Auto
Computed. Note the gray
frame. This value is calculated
automatically based on external
logic.
Attribute value is displayed in
centimeters. To display the value in
a different unit, click the unit and
select the desired display unit. This
does not change the storage unit in
the database.
If the unit is not hyperlinked, it
means that Teamcenter cannot
find the given unit in the Unit
Definition class.
Notice that the cm entry is in bold
type. This indicates that the storage
unit for this attribute is centimeters.
Tip
Type the unit in the attribute
value box along with
the value. Teamcenter
changes the unit for you
automatically.
For more information, see Working
with measurement units.
Attribute value is restricted to a
specific range.
Attribute value falls outside of
allowable range.
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Displaying the hierarchy in the Classification Search Dialog
Symbol
Restriction
Key-LOV value 03 No Trans Guns
is deprecated and should no longer
be used.
Attribute value is localized. Click
to enter or view values in other
supported languages.
For more information about
localization, see the Localization
Guide.
For more information about administering attribute values, see the Classification
Administration Guide.
Preview available attribute values
You can activate a filter that allows you to preview those attribute values available
in the currently selected class. This is especially useful when you are searching as
you can select an existing value and search for it.
Note
The autofilter is not displayed for reference attributes.
1. Select a class in the classification hierarchy.
Teamcenter displays the attributes in the Properties pane.
2. Click the Autofilter button.
Teamcenter displays the List of Values dialog box containing a list of attribute
values stored for this attribute. When you search, all attribute values stored for
this attribute are displayed, provided you have not yet set any other attribute
values. As you constrain your search criteria by setting other attribute values,
the List of Values dialog box only shows the attribute values that are valid
given the current search criteria (helping you efficiently narrow your search and
choose valid values that will find classified objects).
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Displaying the hierarchy in the Classification Search Dialog
The attribute preview indicates whether the value is stored as a metric
unit.
nonmetric
or
3. Do one of the following:
•
Select a value and click ok.
Teamcenter closes the List of Values dialog box and populates the attribute
value box with the selected value.
Note
•
If you are in search mode and use the autofilter on string attributes,
Teamcenter places the value in quotation marks. This way, you can
use dashes inside the attribute values, and they are not interpreted
as a range.
Click clear.
Teamcenter closes the List of Values dialog box and removes any value that
was in the attribute value box.
•
Click cancel.
Teamcenter closes the List of Values dialog box without making any changes
to the attribute value box.
Displaying a subset of the hierarchy
In a complex classification hierarchy, you can select any point in the hierarchy
and set that node as the root node, blending out all the node’s ancestor classes
and groups. You can store any number of classes in the options list to change the
hierarchy root node at your convenience.
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Displaying the hierarchy in the Classification Search Dialog
Set a node as root
1. In the title bar of the hierarchy pane, click
to display the root node selection.
By default, this list contains only Classification Root. You can configure the
entries in this list in the ICS_default_root_selector_entries preference.
2. Select the node that you designate as the new root node in your classification tree.
Teamcenter displays the name and symbol of the new root class in the title bar.
3. (Optional) Display the full tree again by selecting Classification Root from the
options list.
Store nodes for subsequent selection as root
1. Select the class in the hierarchy that you want as the new hierarchy root node.
2. In the title bar of the hierarchy pane, click
list.
to display the root node selection
3. Choose Add Current Class.
- or •
Modify the entries in the ICS_default_root_selector_entries preference.
These entries are then available the next time you open the root node selection list.
Delete stored nodes from the list
1. In the title bar of the hierarchy pane, click
.
The root node selection list appears.
2. Right-click the class that you want to remove from the list and choose Remove.
Display a node as temporary root
1. Right-click the class in the hierarchy that you want as the temporary hierarchy
root node and choose Set Root Node.
Teamcenter displays this class as the root node but does not add the class name
to the root node selection list.
2. (Optional) Return to viewing the complete tree by selecting Classification Root
from the root node selection list.
Refresh the hierarchy tree
Under certain circumstances, such as when a class is moved to a new group or to see
a change to the hierarchy, you may have to refresh the hierarchy tree.
•
PLM00066 J
Right-click the root node or affected branch, and choose Refresh.
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Chapter 4
Displaying the hierarchy in the Classification Search Dialog
Teamcenter refreshes all branches beneath the selection, as well as the selection
itself.
If you add attributes in Classification Administration to a class that you are
currently viewing in Classification, you must refresh the class in Classification
using the Refresh button or by selecting another class and returning to the
viewed class to see the newly added attributes.
Note
The Refresh menu command is not available if you are in edit mode.
For more information, see Understanding show versus edit modes.
View object properties
1. In the Table pane, select an ICO that classifies a workspace object.
2. Click the Properties button
.
Teamcenter opens the Properties form displaying the properties of the selected
workspace object.
3. (Optional) Check the form out of the database to modify it.
For more information about managing properties, see the My Teamcenter Guide.
View attributes applicable to a specific application
For some applications, it is sometimes desirable to highlight a specific set of
attributes that are relevant to that application. If a class contains a long list
of attributes, it is often not easy to spot these attributes in the Classification
Properties view or the Search pane of the Classification Search Dialog. You can view
which attributes are relevant to a particular application if this feature is enabled in
the Classification Administration application.
For more information about enabling applicable attributes, see the Classification
Administration Guide.
1. In the Classification Properties view or the Search pane, select the application
for which you want to see the relevant attributes.
Teamcenter displays the application symbol beside each of the relevant
attributes.
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Displaying the hierarchy in the Classification Search Dialog
2. Click
to stop highlighting the attributes based on applicability.
Understanding show versus edit modes
Classification distinguishes between show mode and edit mode when working in
Classification.
Show mode
You cannot edit the object. The Save button is unavailable.
Edit mode
You can make changes to the object’s attributes. The Save
button is available to save these changes.
Teamcenter sometimes behaves differently, depending on whether you are in save
mode or edit mode. For example, when working with measurement units, you can
change the displayed unit in show mode, but if you make the same changes in edit
mode, you change the attribute value.
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Chapter
5
Searching for resources
Searching for resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Find a resource using the Object ID search . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Searching for resources using the Classification Search Dialog
Find a resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Searching the class hierarchy . . . . . . . . . . . . . . . . . . . . .
Search by object ID . . . . . . . . . . . . . . . . . . . . . . . . .
Search by type . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Selecting a class . . . . . . . . . . . . . . . . . . . . . . . . . . .
Use the quick search feature . . . . . . . . . . . . . . . .
Use the Search Class dialog box . . . . . . . . . . . . .
Search all resources in a selected class . . . . . . . . . . .
Search for resources by attribute value . . . . . . . . . . .
Search assemblies by component . . . . . . . . . . . . . . .
Find ICO in source class . . . . . . . . . . . . . . . . . . . . .
Configuring revision rules for searching . . . . . . . . . .
Apply a revision rule . . . . . . . . . . . . . . . . . . . . .
Using relational operators . . . . . . . . . . . . . . . . . . . .
Using wildcard characters . . . . . . . . . . . . . . . . . . . .
Navigating the matches . . . . . . . . . . . . . . . . . . . . . . . . .
Viewing search results in the Properties pane . . . . . .
View search results in the Table pane . . . . . . . . . . . .
Viewing the results in the Viewer pane . . . . . . . . . . .
Select the desired resources . . . . . . . . . . . . . . . . . . . . . .
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5-2
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5-3
5-4
5-5
5-5
5-6
5-7
5-8
5-10
5-12
5-12
5-12
5-13
5-15
5-15
5-15
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5-17
5-17
View results in the Classification Table view . . . . . . . . . . . . . . . . . . . . . . . . . 5-18
PLM00066 J
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Chapter
5
Searching for resources
Searching for resources
There are many ways to find a resource in Resource Manager.
•
You can use the Teamcenter quick search.
With the Teamcenter quick search in the navigation pane you can search the
database for a resource based on various criteria. If you receive multiple
matches, Teamcenter displays these in a table. It opens the desired resource in
a new resource view.
For more information about using the quick search, see the Rich Client Interface
Guide.
•
You can search for resources using the Object ID search.
For more information, see Find a resource using the Object ID search.
•
You can search for resources using the Classification Search Dialog.
For more information, see Open the Classification Search Dialog.
Find a resource using the Object ID search
If you know at least a portion of the object ID of a resource, you can use the object ID
search feature. An object ID search encompasses the entire classification hierarchy
and is not limited to the contents of a particular class or subclass.
1. Click Search by ID
.
Teamcenter displays the Search by ID dialog box.
2. Type the exact object ID or partial object ID and wildcard characters and click
OK to close the dialog box or Apply to keep the dialog box open.
•
If there is only a single match, Teamcenter opens a new resource view
displaying this match.
•
If there are multiple matches, Teamcenter displays them in the
Classification Table view where you can double-click the desired resource
and it opens in a new resource view.
For more information about viewing search results in the Classification
Table view, see View results in the Classification Table view.
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Searching for resources
Chapter 5
Note
If you want to additionally narrow down the search by type, use the object
ID search in the Classification Search Dialog.
For more information, see Search by object ID.
Searching for resources using the Classification Search Dialog
It is often necessary to search for resources stored in the database. Searching
the classification hierarchy to locate a specific resource, class, or group can be a
time-consuming task. The Classification search features save you time by enabling
you to focus your search using familiar criteria, such as name or ID.
You search for resources using the Classification Search Dialog.
For more information, see Open the Classification Search Dialog.
Find a resource
1. Search the classification hierarchy.
When searching the hierarchy, you can:
•
Search for a specific ID or part of an ID.
•
Search for groups or classes.
•
Search for objects possessing specific criteria.
2. Navigate through the search results.
3. Select the resource you want.
Searching the class hierarchy
When you are looking for a specific resource, there are several situations you may
encounter:
5-2
•
You know all or part of the object ID. In this case, you can use the object ID
search feature. You can narrow this search using the search by type function.
This allows you to search, for example, only for ICOs that classify something, or
only for ICOs that do not classify anything.
•
You want to search within a specific group or class. For this, you must know how
to select a class. From within this class, you can either search all resources in
the class or search for objects matching specific criteria.
•
You know that the resource should possess specific attribute values. Use the
attribute value search to perform this search. You can narrow this search by first
selecting a class or specifying all or part of an object ID.
•
You want to search all assemblies for one containing a specific component.
Use the search assembly by component search for this. You can combine this
type of search with the attribute value search, meaning that you can look for a
component containing specific criteria.
Resource Manager Guide
PLM00066 J
Searching for resources
Note
There are two search buttons in the Properties pane:
•
Click the search button
to the right of the Object ID box to search
the entire classification hierarchy. You can narrow down this search by
entering a component ID or component class ID, or entering a search
type.
•
Click the search button
to search within a selected class.
at the bottom of the Search pane
This type of search can include any search refining features, such as
object ID, attribute value, or search by type.
In addition, there is another search button below the hierarchy tree. This
is the quick search button.
Search by object ID
If you know at least a portion of the object ID of a resource, you can use the object ID
search feature. An object ID search encompasses the entire classification hierarchy
and cannot be limited to the contents of a particular class or subclass.
1. Click the Search pane located to the right of the hierarchy tree.
2. Type the exact object ID or partial object ID and wildcard characters in the
Object ID box, located at the top of the Search pane.
3. (Optional) Type a component ID or component class ID.
4. (Optional) Narrow your search using the search by type feature.
5. (Optional) Click the revision rule hyperlink on the title bar to apply a revision
rule for the search. If you enter a specific revision in the Object ID box, the
search ignores the revision rule. If a revision rule is already set, it is displayed
in the revision rule link.
For more information about configuring revision rules in Resource Manager,
see Apply a revision rule. For a complete discussion of revision rules, see the
Structure Manager Guide.
6. Press Enter or click the Search button
to the right of the Object ID box.
The object ID search returns the ICOs found in alphabetical/numeric order by
object ID. The first resource found is displayed in the Properties pane. When
navigating through the resources, the class and subclass to which the resource
belongs are highlighted in the classification tree. The total number of resources
found is displayed in the Search Results box.
7. Navigate through the search results.
For more information, see Navigating the matches.
8. Select the desired resource and transfer it to Resource Manager.
For more information, see Select the desired resources.
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Chapter 5
Searching for resources
9. (Optional) Perform subsequent searches by clicking the Search tab, clicking
and proceeding from step 2.
Search by type
You can search the classification hierarchy for resources classifying specific
workspace object types:
1. In the classification tree, expand the desired class and select it by either:
•
Double-clicking if it is a leaf node.
•
Right-clicking and choosing Select if it is not a leaf node.
The class names are highlighted in the tree.
2. Type an ID, a class ID, or attribute values.
3. Click the Drag button
Click
. A list of workspace object types follows.
To
Search among all classification instances. This is the default search
method.
Search among all classification instances that classify a workspace
object.
Search among all classification instances that do not classify a
workspace object.
Search among all classification instances that classify an item.
Search among all classification instances that classify an item
revision.
Search among all classification instances that classify a process.
Search among all classification instances that classify a process
revision.
Note
The types available in this list are configurable.
For more information, see the Classification Administration Guide.
4. Select a type of workspace object to narrow your search. Only resources
classifying this type of workspace object are found in the search.
5. (Optional) Click the revision rule hyperlink on the title bar to apply a revision
rule to the search. If you search by a type that excludes revisions (for example,
item or process), the search ignores the revision rule. If a revision rule is already
set, it is displayed in the revision rule link.
For more information about configuring revision rules in Resource Manager,
see Apply a revision rule. For a complete discussion of revision rules, see the
Structure Manager Guide.
5-4
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Searching for resources
6. Click Search
at the bottom of the Search pane to list all matching
instances within the class.
The total number of instances that match the search criteria is displayed at
the bottom of the Search pane.
Note
The Search pane displays no values upon completion of the search. You
must switch to the Properties or Table pane to navigate through the
results and display the values for a specific instance.
7. View the search results using one of the following methods:
•
On the Table pane, double-click the instance to be viewed.
Its attributes are displayed on the Properties pane. The classification tree is
updated to show the class of the selected object.
•
On the Properties pane, use the navigation arrows at the bottom of the pane
to browse forward and back through the list of items that matched your
search criteria. As different objects are selected, the classification hierarchy
is updated to show the class of the selected object.
Two modes are used for updating the classification hierarchy when
displaying the search results:
o
Click the View in class stored button
item is stored.
o
Click the View in class searched button
selected as a basis for the search.
to display the class in which the
to display the class that you
By default, View in class stored is active.
As you view your search results, also use the Viewer pane to display any image
associated with the current item. If you select multiple objects in the table and
switch to the Viewer pane, only these objects are available in the viewer.
Selecting a class
The first step in searching the classification hierarchy is to find a class in which to
search. There are three methods to select a group or class:
•
Navigate through the classification hierarchy manually, clicking the groups and
classes until you find your desired class.
•
Use the quick search feature.
•
Use the Search Class dialog box.
You can search for a class using any of the alias names shown in the class tool tip.
Use the quick search feature
1. In the search box located beneath the hierarchy tree in the Classification Search
Dialog, type text corresponding to the name of the group or class that you want
to locate. You can also search by ID by typing id=xxx in the box, where xxx is
the class ID.
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Chapter 5
Searching for resources
The search text can be the exact name or ID of the group or class you are looking
for, a class alias name, or you can use character strings combined with wildcard
characters.
2. Press Enter to start the search.
The hierarchy tree expands to display the first object in the hierarchy that
matches the search criteria. The path of the group, class, or subclass is indicated
in bold text. If multiple objects are found, the arrow buttons at the bottom of
the hierarchy tree are enabled.
to display the matching
3. Click the left-arrow and right-arrow buttons
objects, one at a time. This highlights the classes found in the hierarchy tree.
The right-arrow button moves down the hierarchy tree, and the left-arrow key
moves up the tree.
If you prefer to view a list of the results, you can display the Search
Class dialog box by clicking the magnifying glass button located beneath
the hierarchy tree.
Note
4. Right-click the class in the hierarchy tree within which you want to search.
5. Choose Select.
The Search pane displays the attributes associated with the selected class, and
the images appear in the class image window.
If the class or subclass you select is a leaf node (lowest level node) in the
hierarchy, you can double-click the node to display it in the Search pane,
rather than use the right mouse button.
Note
Use the Search Class dialog box
1. Click the Find Class button
located beneath the hierarchy tree.
The Search Class dialog box is displayed at the bottom of your window. To
move the dialog box, double-click the title bar and drag it to another location
on your desktop.
2. Define the search criteria by performing the following steps:
a. Select a property from the list at the upper-left corner of the dialog box.
The available properties are Class ID, Name, Alias Names, Attribute ID,
Attribute Name, User data 1, and User data 2.
Note
b.
You can use the Name and Class ID properties to search for groups
and classes. When searching by attribute, the results include the
class in which the attribute is defined and any subclasses in which
the attribute is used. Classes that inherit the attribute are not
included in the results.
Type search text corresponding to the selected property.
The search text can be the exact name or ID you are looking for, or you can
use character strings combined with wildcard characters.
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Searching for resources
Note
The search box is case sensitive.
3. (Optional) If localization is enabled, select the language in which you want to
search.
For more information about localization, see the Localization Guide.
4. To start the search, either click the magnifying glass button located in the
upper-right corner of the dialog box or press Enter.
Teamcenter displays the results of the search in the message area of the dialog
box, sorted in the same order as the hierarchy tree display.
5. To display an object in the tree, double-click the entry in the results list.
The hierarchy tree expands to display the selected group, class, or subclass. The
path to the object is indicated in bold text.
6. Click the left and right arrow keys beneath the class hierarchy tree
move through the search results to locate the desired class or group.
to
7. Right-click the class in the hierarchy tree within which you want to search.
8. Choose Select.
The Search pane displays the attributes associated with the selected class, and
the images appear in the graphics window.
Note
If the class or subclass you select is a leaf node (lowest level node) in the
hierarchy, you can double-click the node to display it in the Search pane,
rather than use the right mouse button.
Search all resources in a selected class
1. Select the class in the hierarchy tree within which you want to search for
resources.
For more information, see Selecting a class.
2. (Optional) Click the revision rule hyperlink on the title bar to apply a revision
rule to the search. If you search by a type that excludes revisions (for example,
item or process), the search ignores the revision rule. If a revision rule is already
set, it is displayed in the revision rule link.
For more information about configuring revision rules in Resource Manager,
see Apply a revision rule. For a complete discussion of revision rules, see the
Structure Manager Guide.
3. Determine the scope of the search by clicking the Search Scope button. By
default, the scope is set to Hierarchy.
PLM00066 J
•
Choose Hierarchy
classes.
•
Choose Class
to search within the selected class and all related child
to search only within the selected class.
Resource Manager Guide
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Chapter 5
Searching for resources
4. If you work in a multilanguage environment, select the language in which
to search.
Caution
Changing the language also changes the value of the
TC_language_search preference interactively, which affects all
Teamcenter localization.
5. Click one of the following at the bottom of the pane to narrow the search.
Click
To
Search only in metric classes.
Search only in nonmetric classes.
Search in both metric or nonmetric classes.
Caution
If you are searching in a different unit of measurement than the one
that you use to enter the attribute value, be sure to enter enough
digits after the decimal point to avoid rounding errors.
For more information, see Searching in multi-unit classes.
For more information about managing units of measurement, see the
Classification Administration Guide.
at the bottom of the Search pane to list all search
6. Click Search
matches within the class.
The total number of resources that match the search criteria is displayed at the
bottom of the Search and Properties pane.
Note
The Search pane displays no values upon completion of the search. You
must switch to the Properties or Table pane to navigate through the
results and display the values for a specific instance.
7. Navigate through the search results.
For more information, see Navigating the matches.
8. Select the desired resource and transfer it to Resource Manager.
For more information, see Select the desired resources.
9. (Optional) Perform subsequent searches within the same class or subclass by
clicking the Search tab
and repeat the process.
Search for resources by attribute value
1. Select the class in the hierarchy tree within which you want to search for
resources.
For more information, see Selecting a class.
2. Type values, including relational operators and wildcard characters, in the boxes
corresponding to the attributes by which you want to search.
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Searching for resources
You can:
•
Narrow your search by specifying search criteria for multiple attributes.
For more information, see Using relational operators and Using wildcard
characters.
•
Change the displayed unit of the value by clicking it or typing the unit in
the dialog box along with the value.
Teamcenter changes the unit for you automatically.
Note
If the attribute or attribute value by which you want to search is not
available for searching, one of the following reasons may apply:
•
It is a reference attribute.
For more information about assigning reference attributes, see the
Classification Administration Guide.
•
It may already have a default value assigned in Classification
Administration.
For more information about assigning default values, see the
Classification Administration Guide.
•
It may be encrypted in the database.
For more information about encrypting attributes, see the
Classification Administration Guide.
•
One or more of the key-LOV’s values may be deprecated.
For more information about deprecating key-LOVs, see the
Classification Administration Guide.
3. (Optional) Click the revision rule hyperlink on the title bar to apply a revision
rule to the search. If you search by a type that excludes revisions (for example,
item or process), the search ignores the revision rule. If a revision rule is already
set, it is displayed in the revision rule link.
For more information about configuring revision rules in Resource Manager,
see Apply a revision rule. For a complete discussion of revision rules, see the
Structure Manager Guide.
4. Determine the scope of the search by clicking the Search Scope button. By
default, the scope is set to Hierarchy.
•
Click Hierarchy
classes.
•
Click Class
to search within the selected class and all related child
to search only within the selected class.
5. If you work in a multilanguage environment, select the language in which
to search.
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Searching for resources
Caution
Changing the language also changes the value of the
TC_language_search preference interactively, which affects all
Teamcenter localization.
6. Click one of the following to narrow the search.
Click
To
Search only in metric classes.
Search only in nonmetric classes.
Search in both metric or nonmetric classes.
For more information about managing units of measurement, see the
Classification Administration Guide.
Caution
If you are searching in a different unit of measurement than the one
that you use to enter the attribute value, be sure to enter enough
digits after the decimal point to avoid rounding errors.
For more information, see Searching in multi-unit classes.
7. Click Search
at the bottom of the Search pane to list all search
matches within the class.
The total number of ICOs that match the search criteria is displayed at the
bottom of the Search and Properties pane.
Note
The Search pane displays no values upon completion of the search. You
must switch to the Properties or Table pane to navigate through the
results and display the values for a specific instance.
8. Navigate through the search results.
For more information, see Navigating the matches.
9. Select the desired resource and transfer it to Resource Manager.
For more information, see Select the desired resources.
10. (Optional) Perform subsequent searches within the same class or subclass by
clicking the Search tab
and repeat the process.
Search assemblies by component
Perform the following steps to search for all assemblies containing a specific
component or component class:
1. Select the assembly class in the hierarchy tree within which you want to search
for resources containing specific components.
For more information, see Selecting a class.
2. On the Search pane, you can search assemblies using the component ID or
component class ID.
•
5-10
To search for a specific component ID:
Resource Manager Guide
PLM00066 J
Searching for resources
a. Type the ID in the Component ID box.
b.
If you are unsure of the ID of the component, click the
the box.
button beside
A new Classification Search Dialog opens where you can search for the
name of the component. Use wildcard characters, if necessary.
•
To search for a specific class ID:
a. Click the Component ID button.
The text on the button changes to Component Class ID. The plus button
beside the entry box changes to a classification tree button .
b.
Type the component class ID for which you are searching.
c.
If you do not know the name of a class for which you want to search:
A. Click the classification tree button
.
The Classification Information dialog box is displayed.
B. Navigate through this hierarchy until you reach the class for which
you want to search.
C. Select the class.
Caution
You cannot use the AND or OR operator multiple times in the
assembly search.
3. Determine the scope of the search by clicking the Search Scope button. By
default, the scope is set to Hierarchy.
•
Choose Hierarchy
classes.
•
Choose Class
to search within the selected class and all related child
to search only within the selected class.
4. Click one of the following to narrow down the search:
Click
To
Search only in metric classes.
Search only in nonmetric classes.
Search in both metric or nonmetric classes.
For more information about managing units of measurement, see the
Classification Administration Guide.
at the bottom of the Search pane to list all search
5. Click Search
matches within the class.
The total number of ICOs that match the search criteria is displayed at the
bottom of the Search and Properties pane.
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Searching for resources
Chapter 5
Note
The Search pane displays no values upon completion of the search. You
must switch to the Properties or Table pane to navigate through the
results and display the values for a specific instance.
6. Navigate through the search results.
For more information, see Navigating the matches.
7. Select the desired ICO and transfer it to Resource Manager.
For more information, see Select the desired resources.
8. (Optional) Perform subsequent searches within the same class or subclass by
clicking the Search tab
and repeat the process.
Find ICO in source class
If you map classes from one branch of the hierarchy to another, and use the source
classes to populate the target classes, you can search for corresponding ICOs in the
source structure if you are currently in the target structure. If you want to then copy
this ICO into the target hierarchy, see Mapping from one class to another.
If you do not find an appropriate component in the target hierarchy:
1. Click
.
Teamcenter opens the corresponding source hierarchy to those classes that
match your current search criteria.
2. Select the appropriate ICO.
Configuring revision rules for searching
You can apply revision rules to searches. This narrows down the number of search
results so that Teamcenter returns only the revisions you require. You can control
the default behavior of the revision rules with the following preferences:
•
ICS_search_default_revision_rule_<application_name>
Sets the default revision rule for the specified application.
•
ICS_search_use_revision_rule
Enables or disables revision rules for classification searches.
For a complete discussion of revision rules, see the Structure Manager Guide.
Apply a revision rule
1. In the Search pane, click the Revision Rule hyperlink. This link shows the name
of a revision rule, if one is set, or simply states Click to add a revision rule.
The View/Set Current Revision Rule dialog box is displayed containing all
existing revision rules.
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Searching for resources
2. Select the appropriate revision rule and click OK.
3. Click
beside the revision rule hyperlink.
A list with configuration options appears.
4. Select one of the following:
Configuration options
Description
Use revision rule
Enables or disables the currently selected
revision rule for the search.
Save as default
Saves the currently selected revision
rule as the default rule for this
application. Teamcenter saves it in the
ICS_search_default_revision_rule_
<Resource Manager> preference. The
default revision rule is directly selected and
enabled for the search the next time you
launch the application.
Restore default
Selects and enables the saved default revision
rule. The Use Revision Rule menu command
is also automatically selected.
For a complete discussion of revision rules, see the Structure Manager Guide.
Using relational operators
Use the following relational operators to perform Classification attribute searches:
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5-13
Searching for resources
Chapter 5
Relational
operator
=
Definition
For example, if you type
Equal to
=3.0 in the Corner Radius attribute box of the Taper
Shank End Cutter subclass, all resources within
the subclass with a corner radius equal to 3.0 are
found. You can achieve the same behavior by typing a
number. If no value is given after the equal sign, the
system searches for all instances where no value is
set for the attribute.
Note
If you want to find an entry that contains
the character that Teamcenter uses as the
wildcard character (for example, *), enter =
and the string containing the character for
which you are searching, such as =shaft*01.
This search finds shaft*01, not shafts01, or
shaft101, or shaft201.
>
Greater
than
>3.0 in the Corner Radius attribute box of the Taper
Shank End Cutter subclass, all resources within
the subclass with a corner radius greater than 3.0
are found.
<
Less than
<3.0 in the Corner Radius attribute box of the Taper
Shank End Cutter subclass, all resources within the
subclass with a corner radius less than 3.0 are found.
>=
Greater
than or
equal to
>=3.0 in the Corner Radius attribute box of the
Taper Shank End Cutter subclass, all resources
within the subclass with a corner radius greater than
or equal to 3.0 are found.
<=
Less than or <=3.0 in the Corner Radius attribute box of the
equal to
Taper Shank End Cutter subclass, all resources
within the subclass with a corner radius less than
or equal to 3.0 are found.
!=
Not equal to !=15.00 in the Diameter attribute box, all resources
with a diameter not equal to 15.00 are found.
If no value is given after the equal sign, the system
searches for all instances where any value is set for
the attribute.
5-14
~
Like
~Walt* in the Vendor attribute box of a class, all
resources within that class beginning with Walt, such
as Walter, Waltmann, or Walthouse are found.
!~
Not like
!~Walt* in the Vendor attribute box of a class, all
resources within that class except for those beginning
with Walt are found.
–
Range
10.00 – 20.00 in the Diameter attribute box, all
resources with a diameter within the range of 10.00
to 20.00 (including the values 10.00 and 20.00) are
found. A blank space must precede and follow the
hyphen.
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PLM00066 J
Searching for resources
Relational
operator
Definition
For example, if you type
|
OR
Walter | Kennametal in the Vendor attribute
box of the Taper Shank End Cutter class, all
resources within the class with a vendor of Walter
or Kennametal are found.
You can use the wildcard character (*) in this type of
statement.
“”
Exact string “blue or green”, Teamcenter searches for the string
blue or green. If you type “4 – 10”, Teamcenter
searches for the string 4 – 10, not the range 4–10.
&
AND
Note
blue & green, Teamcenter searches for strings that
contain at least one instance of both the string blue
and the string green.
You cannot use relational operators when searching for attributes with
multiple values. You can only use the equal and wildcard operators.
Using wildcard characters
Resource Manager employs the standard wildcard characters defined for your site.
You can use these in any text box.
By default, you can use the * character.
For more information about specifying Teamcenter wildcard characters, see the Rich
Client Interface Guide.
Navigating the matches
After you perform a search, there are several methods to navigate the matches
returned by the search. You can:
•
View the results in the Properties pane.
•
View the results in the Table pane.
Viewing search results in the Properties pane
When you view an ICOa resource in the Properties pane, the class it belongs to is
highlighted in the hierarchy. Two modes are used for updating the classification
hierarchy when displaying the search results:
•
Click the View in class stored button
is stored.
•
Click the View in class searched button
as a basis for the search.
to display the class in which the item
to display the class that you selected
You can see the active unit of measurement in the attribute values title bar in the
Properties pane using the following symbols.
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Chapter 5
Searching for resources
Symbol Description
The ICO is currently displayed and stored in a metric system of
measurement.
The ICO is currently displayed and stored in a nonmetric system of
measurement.
The ICO is currently displayed in metric, but was originally stored in a
nonmetric measurement system.
The ICO is currently displayed in a nonmetric measurement system, but
was originally stored in a metric system.
View search results in the Table pane
You can view the data of the resources found in the search collectively using the
Table pane. If the measurement unit symbol at the beginning of each row contains
an exclamation mark, the resource is displayed in a unit system other than the one
in which it was stored. For example, if the symbol
is displayed, the resource was
stored in a nonmetric unit system but is currently displayed in a metric unit.
1. Perform one of the following actions:
•
Click
to load the next page of found resources into the table.
The resources are appended to those currently displayed.
Note
•
Click
By default, the number of resources displayed on a page is set to 5.
Your administrator can change the default display by modifying the
ICS_table_pagesize preference.
to load all matches into the table.
2. (Optional) Sort the table data; double-click the column header corresponding to
the property to switch between ascending, descending, and natural sort order.
Teamcenter can display different units of measurement in the same column. The
displayed unit depends on the optimized unit for each of the attribute values.
Teamcenter sorts these columns based on the attribute values in the storage
unit. The table header always shows the unit (if available), but for optimized
values, the header shows the unit in italic and the cell contains the unit as well
(as the unit can change). For nonoptimized values, the unit is not attached to
the value and shown only in the header (nonitalic).
For more information about optimizing attribute values, see the Classification
Administration Guide.
3. (Optional) Select one or multiple lines in the Table pane and click
to copy the
contents of the selected line to the clipboard. You can paste these contents in an
external application.
4. (Optional) Select one or multiple lines in the Table pane and click
.
Teamcenter opens the Print dialog box where you can choose to open the data
in a Web browser, print it, or save it.
5-16
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PLM00066 J
Searching for resources
5. (Optional) Select a line in the Table pane and click
the associated workspace object.
to view the properties of
6. (Optional) Select one or multiple lines in the Table pane and click
from one class to another.
to map
For more information, see Mapping from one class to another.
7. Double-click a resource in the table to view it.
The system opens the resource in the Properties pane and highlights its class in
the tree.
Viewing the results in the Viewer pane
You can view all search results in the Viewer pane. You can move backward and
forward in the match list using the navigation buttons.
If the ICO does not have an item attached, or if the item does not contain
a graphic, no image appears in the Viewer pane.
Note
For more information, see Viewing images and datasets associated with
the workspace object.
Select the desired resources
After you navigate through the search matches, you can select one or several
resources to return to Resource Manager.
1. Click the Properties, Table, or Viewer tabs.
Note
The Viewer pane is only active for an ICO that has an item attached.
2. Navigate to the desired resource.
•
In the Properties or Viewer pane, use the navigation arrows. The system
shows all attributes and values for each resource.
•
In the Table pane, do one of the following:
o
Select the resource by clicking it.
o
Double-click the resource.
o
Select multiple resources.
Teamcenter switches to the Properties pane and shows all attributes and
values for the selected resource.
3. Click OK to close the dialog box or Apply to keep it open.
The item or item revision classified by the ICO is displayed in Resource Manager.
If an ICO has no item or item revision attached, the system creates one so that it
can open that item in Resource Manager.
If you open multiple resources at once by selecting several ICOs in the
Classification Search Dialog, they are all transferred to the Resource view. The
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Searching for resources
Chapter 5
selected resources are displayed in the resource structure in the order in which
they appear in the Classification Search Dialog table.
View results in the Classification Table view
If an object ID search or a search in the Classification Search Dialog returns
multiple matches, Teamcenter displays these in the Classification Table view. In
this view, you can:
•
Use the arrows to step through the found resources. The properties of each
match are displayed in the Classification Properties view.
•
Perform one of the following actions:
o
Click
to load the next page of found resources into the table.
The resources are appended to those currently displayed.
Note
By default, the number of resources displayed on a page is set to 5.
Your administrator can change the default display by modifying the
ICS_table_pagesize preference.
o
Click
to load all matches into the table.
o
(Optional) Sort the table data; double-click the column header corresponding
to the property to switch between ascending, descending, and natural sort
order.
o
View whether the resource is displayed in a unit system other that the one
in which it is stored.
If the measurement unit symbol at the beginning of each row contains an
exclamation mark, the resource is displayed in a unit system other than the
is displayed, the
one in which it was stored. For example, if the symbol
resource is stored in a nonmetric unit system but is currently displayed
in a metric unit.
o
Click a resource in the table or navigate through the resources using the
arrow buttons.
Teamcenter displays the properties of each resource in the Classification
Properties view.
o
Double-click a resource in the table.
Teamcenter opens the resource in a new Resource view and displays
its properties in the Classification Properties view. You can only open
classifying instances in a Resource view.
5-18
o
(Optional) Select one or multiple lines in the Table pane and click
to
copy the contents of the selected line to the clipboard. You can paste these
contents in an external application.
o
(Optional) Select one or multiple lines in the Table pane and click
Resource Manager Guide
.
PLM00066 J
Searching for resources
Teamcenter opens the Print dialog box where you can choose to open the data
in a Web browser, print it, or save it.
o
(Optional) Select a line in the Table pane and click
of the associated workspace object.
to view the properties
o
(Optional) Select one or multiple lines in the Table pane and click
from one class to another.
to map
For more information, see Mapping from one class to another.
PLM00066 J
Resource Manager Guide
5-19
Chapter
6
Mapping from one class to
another
Mapping from one class to another . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Map ICOs from one class to another . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Map multiple ICOs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
PLM00066 J
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Chapter
6
Mapping from one class to
another
Mapping from one class to another
If you want to create a new classification object based on an existing one, you can
copy the attribute values to the target class using the map feature. For example, if
your classification structure contains both a vendor and a customer hierarchy, you
may want to map ICOs from a vendor class to a customer class.
Your classification administrator must set up mapping definitions in the
Classification Administration application before you can perform mapping
procedures.
For more information, see the Classification Administration Guide.
You cannot map a metric ICO to a nonmetric ICO and vice versa.
Caution
Map ICOs from one class to another
1. In the Classification Search Dialog, select the source class in the hierarchy that
you want to map to another (target) class.
2. Select the appropriate ICO from the source class.
3. Click
.
The New Item dialog box is displayed.
4. Type a unique identifier for the new item in the Item ID box or let Teamcenter
automatically create a name for you by clicking Assign.
5. Type a name in the Name box.
6. Select the item type of the new resource.
The following four types are generally used to create a new resource:
PLM00066 J
•
MEResource – for resources
•
MENCTool – for tools
•
MENCMachine – for machines (do not confuse with MENCMachining)
•
MEEquipment – for use with Tecnomatix applications
Resource Manager Guide
6-1
Chapter 6
Mapping from one class to another
Teamcenter selects the default value of this entry based on the definition in the
MRMItemTypes preference.
7. Select Copy datasets from source item to copy attachments from the source
item to the target item.
8. Click OK.
If there are multiple possible target classes specified in the mapping definition,
the Target Class Selection dialog box is displayed:
a. Choose the desired target class from the list.
b.
Click OK.
The New Item dialog box is displayed.
c.
Enter the required information and click OK.
Teamcenter creates a new ICO and item in the target class and maps attributes
from the source class to attributes in the target class as specified by the mapping
definition in Classification Administration. The new ICO is displayed in the
target class, and its attributes are shown in the Classification Properties view.
Map multiple ICOs
You can only map multiple ICOs when all the selected ICOs in the search results
belong to the same class.
1. Search for the desired ICOs.
For more information about performing Classification searches, see Searching
for resources using the Classification Search Dialog.
2. Display the search results in the classification table.
3. Select all desired ICOs and click
.
If there are multiple possible target classes specified in the mapping definition,
the Target Class Selection dialog box is displayed:
a. Choose the desired target class from the list.
b.
Click OK.
The New Item dialog box is displayed.
c.
Enter the required information and click OK.
Teamcenter creates new ICOs and items in the target class and maps attributes
from the source class to attributes in the target class as specified by the mapping
definition in Classification Administration. It assigns IDs automatically.
6-2
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PLM00066 J
Chapter
7
Viewing images and datasets
associated with the workspace
object
Viewing images and datasets associated with the workspace object . . . . . . . . . 7-1
Viewing class images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Viewing documents associated with an ICO . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Attaching documents and images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Suppress images in viewers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
PLM00066 J
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Chapter
7
Viewing images and datasets
associated with the workspace
object
Viewing images and datasets associated with the workspace object
Resource Manager allows you to view images and other types of file-based data
associated with a specific class or ICO. There are two viewers in the Classification
Properties view that allow you to see this data.
•
Class viewer
Shows an image associated with a class.
•
Instance viewer
Shows documents or images associated with the classified workspace object (for
example, item or item revision) of the ICO. This includes a multitude of data
types, such as GIF or JPEG images, JT image files, HTML files, Microsoft Office
documents, or NX part files.
Note
For the viewer to work, you must have the Teamcenter Visualization
for Rich Client software installed. You must purchase this software
separately. If you have not installed this viewer, only image files (for
example, JPG or GIF) are displayed in the top viewer window.
To enlarge the viewers to full-tab size, click the Maximize/Restore Panel button
Clicking this button again restores the pane to its original size.
.
Viewing class images
Class images show an overview of the currently selected class. These are shown
in the class viewer that appears in the upper right corner of the Classification
Properties view. You associate these images with the class from within the
Classification Administration application.
For more information, see the Classification Administration Guide.
PLM00066 J
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Viewing images and datasets associated with the workspace object
Chapter 7
Viewing documents associated with an ICO
The instance viewer, located at the bottom right of the Classification Properties
view, allows you to see documents attached to the classified workspace object of
the selected ICO, such as BOM assemblies, monolithic JT files, Word documents,
or GIF images. These documents are attached to the workspace object as a named
reference in a dataset.
The documents available for viewing display as tabs at the side of the viewer. Only
those documents that the viewer is able to display appear as tabs.
The following table lists some of the tabs the viewer displays.
Tab
Description
Opens a GIF image.
Opens an NX part file.
Opens a JT file.
Opens a Microsoft Word document.
Opens an assembly.
Move the cursor over the tab; the tool tip tells you what document is available.
Note
The instance viewer is functional only if you have installed Teamcenter
Visualization for Rich Client.
You can alter the behavior of the instance viewer using the following preferences:
•
ICS_presented_instance_documents contains a list of those named
references you want to have available for the viewer to display. The system
searches through all datasets of the workspace object for these named references
and presents a tab for each one.
•
ICS_default_instance_document controls which of the available documents
is displayed by default when you view an ICO. Using this preference, you can,
for example, specify that assembly JT files are not shown by default but must
be expressly selected to appear. This can save time when paging through ICOs
of large assemblies. If none of the document types listed in this preference are
associated with the ICO, the viewer displays no attachment. It can still, however,
contain tabs for other available documents.
•
ICS_max_number_of_components controls the number of assembly
components to be shown without warning.
For more information about using preferences, see the Preferences and Environment
Variables Reference.
Note
7-2
The symbols used for these tabs are found in
com\teamcenter\rac\classification\common\images.
You can customize the symbols in the
com\teamcenter\rac\classification\common\common.properties
file.
Resource Manager Guide
PLM00066 J
Viewing images and datasets associated with the workspace object
Attaching documents and images
If documents or image datasets are attached to a workspace object with a rendering
relation, and that object is classified, you can view the documents or images in the
viewer. Teamcenter searches only for datasets attached to a revision object or, in the
case of classified items, to the latest revision.
To see which documents are added as named references, right-click the dataset in
the Attachment pane and choose Named References. The Named References dialog
box displays the list of named references for the dataset.
For more information about adding datasets to workspace objects, see the My
Teamcenter Guide.
Suppress images in viewers
•
Clear the Show Image option to suppress the display of images.
This option is on by default. However, suppressing the display of images,
particularly in the instance viewer, can improve performance when viewing
search results.
PLM00066 J
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7-3
Chapter
8
Creating, viewing, and editing
manufacturing documentation
Creating, viewing, and editing manufacturing documentation . . . . . . . . . . . . . 8-1
Using Teamcenter Publish . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Working with publishing tools . . . . . . . . . . . . . . . . . . . . . . . .
Publishing page roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating and editing publishing pages . . . . . . . . . . . . . . . . . .
Create a publishing page . . . . . . . . . . . . . . . . . . . . . . . . .
Binding assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Bind textual information . . . . . . . . . . . . . . . . . . . . . .
Bind data to display in a table format . . . . . . . . . . . . .
Bind linked data . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Bind a 2D image . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Bind a 2D snapshot . . . . . . . . . . . . . . . . . . . . . . . . . .
Bind a 3D asset . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Populate an empty asset . . . . . . . . . . . . . . . . . . . . . . . . .
Creating a publishing page template . . . . . . . . . . . . . . . . .
Classify a template . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Create a publishing page from a template . . . . . . . . . . . . .
Using default templates . . . . . . . . . . . . . . . . . . . . . . . . . .
Updating publishing pages . . . . . . . . . . . . . . . . . . . . . . . .
Update an asset . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Repopulate an asset . . . . . . . . . . . . . . . . . . . . . . . . . .
View populating and end objects . . . . . . . . . . . . . . . . . . . .
Create a new work instruction . . . . . . . . . . . . . . . . . . . . .
Add new pages to the work instructions or product manual .
Delete pages from the work instructions or product manual
Save changes to the work instructions or product manual . .
Reserve space for headers and footers . . . . . . . . . . . . . . . .
Add export tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Navigate to another publishing page . . . . . . . . . . . . . . . . .
Export publishing pages to HTML . . . . . . . . . . . . . . . . . .
Export publishing pages to PDF . . . . . . . . . . . . . . . . . . . .
Creating a portfolio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Modify header and footer information . . . . . . . . . . . . . . . .
Creating manufacturing documentation in batch mode . . . . . . .
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Resource Manager Guide
Chapter
8
Creating, viewing, and editing
manufacturing documentation
Creating, viewing, and editing manufacturing documentation
Teamcenter manufacturing documentation provides rich work instructions and
collaboration between departments, integrated with the planning environment,
leveraging Teamcenter data management capabilities.
There are two ways to create manufacturing documentation:
•
Teamcenter Publish
Provides an environment for creating work instructions for manufacturing
operations. Teamcenter Publish enables you to author, distribute, and visualize
the most current product and process data. Its main features include:
o
Technical illustrations including text, 2D images, 3D graphics, table, text,
and hyperlinks (for example, a link to a movie file) to improve clarity and
enhanced quality on the shopfloor.
o
Easy update based on the most current planning data in Teamcenter,
reducing rework and update times.
o
Batch processing and scheduling of reports.
o
Familiar Microsoft Visio authoring environment allowing WYSIWYG editing.
For more information, see Using Teamcenter Publish.
•
Report tab
You can generate HTML reports in the Report view in Resource Manager. You
can view the generated reports using a Web browser. Because the reports are
displayed in a Web browser, you can share them for viewing with others in your
organization who may not have access to the Resource Manager application. A
default report is available in the Report view. You can use this as a basis to create
a custom report. Use the style sheets provided with the software as examples for
creating your own customized reports to better meet your business objectives.
The features available to you in the Report view mirror those available in the
Report Generator application.
For more information about using the Report view, see the Report Generator
Guide.
For more information about customizing reports, see Getting Started with
Manufacturing.
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Creating, viewing, and editing manufacturing documentation
Using Teamcenter Publish
To create or view manufacturing documentation using Teamcenter Publish, install
Microsoft Visio 2007 SP1 or Visio 2010 (32-bit or 64-bit). Both Visio Standard and
Visio Professional are certified. You can install Visio before or after the Teamcenter
installation. Optionally, with Visio 2007 SP2, you can install the Microsoft Office
2007 Save as PDF add-in, which you can download from:
http://r.office.microsoft.com/r/rlidMSAddinPDFXPS
The Save as PDF feature is included with Visio 2010 and does not require installing
the separate PDF add-in.
The administrator creates an alias file that determines the permissible contents of
the documentation. For example, if the administrator uses the default alias file, you
can create work instructions and product manuals, and a view for each of these is
available.
For more information about how to configure manufacturing documentation, see
Getting Started with Manufacturing.
When you first select a documentation view, Teamcenter loads the Visualization
Illustration and Visio components. Depending on your workstation, this process
may take several seconds to complete and Teamcenter displays a progress dialog
box until it is complete.
Working with publishing tools
You can create publishing pages in the embedded viewer and collect them into
portfolios. A typical publishing page is a work instruction document, and a portfolio
may contain all the work instructions needed at a particular assembly station.
By default after installation, Teamcenter provides you with sample files. To use
publishing tools in your environment, you must configure it to suit your needs.
For more information about configuring publishing tools, see Getting Started with
Manufacturing.
Publishing pages are Visio files that are saved as datasets with the selected BOM
line.
Visio documents are constructed using shapes that can appear as text and graphics.
A rich library of shapes are provided in the Visio installation.
For more information about adding this type of information to your work instruction,
see the Microsoft Office Visio Help.
The Teamcenter publishing tools extend the shape library to include shapes called
assets that you can link to data in Teamcenter. Assets can display text, tables,
images, or a link to a Microsoft Word file or master form. For example, in Teamcenter
you can configure a product assembly, view it, add markups, and capture the
graphics in a product view (snapshot) that you can then display in a 3D asset. If
the data in Teamcenter is subsequently updated, you can update the publishing
page to show the changes.
You can organize collections of publishing pages into portfolios, which you can view,
publish to HTML for a Web server or publish to PDF, or print in My Teamcenter
using the options that appear in the viewer tab after you select the portfolio object.
A portfolio can contain multiple work instructions, generic pages, header and footer
information, a table of contents, and cover and trailer pages.
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Publishing page roles
Publishing page documents can be used for any number of purposes. By default, two
roles are provided, Work Instructions and, when a product structure is selected,
Product Manual. Your database may be configured to support any number of roles.
This documentation refers to the Work Instructions role, but the behavior of the
pane is the same for each role.
For more information about customizing roles, see Getting Started with
Manufacturing.
Creating and editing publishing pages
When you first open the Work Instructions pane, you see a blank page.
You can immediately begin to create a work instruction on this page or you can
load a template and work from there.
The following is an overview of the process for creating a publishing page.
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Creating, viewing, and editing manufacturing documentation
1. Add any static Visio shapes, text or graphics you need to the page.
2. Associate the page with an alias file.
Alias files tell Teamcenter what data to display in different assets on the page
and how to find that data. This step is optional; a default file is loaded.
3. Place the required assets on the page. These are placeholders. You can place
the following objects in a work instruction page, each embedded in an asset of
the same name:
•
Text that is bound to a property of an object in Teamcenter.
•
Tables whose cells map to object properties in Teamcenter.
•
2D images (for example, BMP, GIF or JPEG files)
•
3D geometry assets
These are objects that you create or view in the embedded viewer, such as a
factory view or the desired state of the product at a certain assembly station.
•
2D snapshots
These are dynamic objects that represent a 2D scene (a view of the base
image and markups) that are associated with a BOM line in your product
structure.
•
Links
You can create a link to a Microsoft Word file or text file.
4. Associate the asset with a transfer mode and an alias name.
The transfer mode and the alias tell Teamcenter how to find the data in the
database that is displayed in the asset.
5. (Optional) Save this page as a template for reuse.
6. Select one or more assets and an object in Teamcenter to populate the assets.
This step traverses the structure to find the desired data or files and places
them in the selected assets.
The objects used to populate assets depend on which structure line is selected.
Note
Be careful when selecting new structures for populating assets. You must
and then select a
first click the Disable response to selections button
different structure. If you do not, the scope of the Work Instruction view
changes and Teamcenter attaches the newly created work instruction
dataset to the newly selected structure.
Create a publishing page
1. Right-click the BOM line with which you want to associate the work instructions,
for example, the item revision of an assembly or operation, and choose Open
with→Work Instructions.
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The selected line is the scope for the work instruction that you create. The new
work instruction is attached to the line that you select here.
Note
Be careful when selecting new structures. You must first click the
Disable response to selections button
then select a different
structure. If you do not, the scope of the Work Instruction view changes
and Teamcenter attaches the newly created work instruction dataset to
the newly selected structure.
2. From the menu commands in the Work Instructions view, choose File→New TI
Dataset.
Teamcenter displays the New Dataset dialog box.
3. Type a name and description in the boxes at the bottom of the dialog box and
click OK.
Teamcenter creates the new publishing page dataset.
4. To add data placeholders (assets) to the template:
Click
To add
Data found in a text file attached to a structure
line.
For more information, see Bind textual
information.
A collection of data found in various properties
in tabular form.
For more information, see Bind data to display
in a table format.
A link to a Microsoft Word file or a text file.
For more information, see Bind linked data.
A 2D image attached to a structure line.
For more information, see Bind a 2D image
and Bind a 2D snapshot.
A 3D image attached to a structure line.
For more information, see Bind a 3D asset.
5. Drag these placeholders to the desired spot on the page, resizing if necessary.
6. Right-click the asset and choose Bind.
Teamcenter displays the Bind Table Placeholder dialog box.
7. Select the transfer mode and alias to use for the data to populate this asset
and click OK.
For more information, see Binding assets.
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Creating, viewing, and editing manufacturing documentation
Note
The work instructions are attached to the BOM line with a
IMAN_MEWorkInstruction relation.
Binding assets
There are several different types of placeholders (assets) that you can place on a
publishing page. Each of these must be bound with data from a structure. When
you bind the asset, the Bind dialog box contains a list of transfer modes and a
number of choices, called aliases, from which you can select. The choice you make
for each asset defines how Teamcenter finds the data that is displayed in the asset
when you populate it.
For more information about alias files, see Getting Started with Manufacturing.
Bind textual information
You can bind information found in the text field of an object’s properties. You can
enter free-form text within the asset to complement the bound information. For
example:
Operator must tighten &&SUM(<alias_1>)&& bolts with torque
&&MAX(<alias_2>)&& and any other &&alias_3&&.
1. In the Work Instructions view, click
.
Teamcenter creates a placeholder for the text on the work instruction page.
2. Save the work instruction.
You must always save a work instruction once to create the dataset before you
can populate an asset.
3. Click the Text Tool button
to add free-form text to the asset.
4. Right-click the placeholder and select Bind.
Teamcenter displays the Bind Text Placeholder dialog box.
5. From the Transfer Modes list, select tcm_export transfer mode.
You can select only one transfer mode per text alias.
6. In the Aliases list, open the ObjectProperties entry and select the piece of
textual information that you want to embed. You can choose to manipulate the
asset data using the list of simple formula.
Each piece of bound data is added to the end of the text asset. You may have to
rearrange the information after binding the data.
7. Click Add.
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Tip
•
You can also type the binding directly into the text asset if you know
the format.
•
You can bind multiple times to create free-form text plus embedded
text in one asset. Switch back and forth between binding and typing
free-form text by doing the following:
o
button and right-click the text asset to
Click the Arrow Tool
access the bind dialog.
o
Click the Text Tool button
free-form text.
and select the text asset to type
8. Select the object in the structure view containing the text that you want to embed
in the Teamcenter window. For example, if you want to embed the description of
a particular item revision, select that item revision in the structure view.
9. In the Work Instruction view, with the text placeholder still selected, click the
Populate Asset button .
Teamcenter displays the specified text on the work instructions page.
Bind data to display in a table format
Use the table asset to embed multiple pieces of information about a selected object.
1. In the Work Instructions view, click
.
Teamcenter creates a placeholder for the table on the work instruction page.
2. Save the work instruction.
You must always save a work instruction once to create the dataset before you
can populate an asset.
3. Right-click the placeholder and select Bind.
Teamcenter displays the Bind Table Placeholder dialog box.
4. From the Transfer Modes list, select tcm_export transfer mode.
5. In the Aliases list, open the appropriate alias, and select the type of information
you want in the list and click the plus sign.
If you select multiple entries, the selected objects appear as columns of the table
in the same order as in the Aliases pane.
6. Click OK.
7. Select the revision in the structure view containing the objects that you want
to embed in the Teamcenter window. For example, if you want to embed the
ID, name, and description of all members of an assembly, select the assembly
root structure in the structure view.
8. In the Work Instruction view, with the table placeholder still selected, click
the Populate Asset button .
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Teamcenter displays the specified information on the work instructions page.
Bind linked data
To bind linked data, a dataset with a .txt file imported into it must exist. In addition,
you must be able to open this .txt file in an associated text editor.
1. In the Work Instructions view, click
.
Teamcenter creates a placeholder for the link on the work instruction page.
2. Save the work instruction.
You must always save a work instruction once to create the dataset before you
can populate an asset.
3. Right-click the placeholder and choose Bind.
Teamcenter displays the Bind Link Placeholder dialog box.
4. From the Transfer Modes list, select the ExportGraphic transfer mode.
5. From the Aliases list, select LinkedDataset.
6. In the Attachment view, select the text dataset and click Populate in the Work
Instructions view.
Teamcenter displays the link on the work instructions page.
Bind a 2D image
You can bind a 2D image that is attached to a revision.
1. In the Work Instructions view, click
.
Teamcenter creates a placeholder for the image on the work instruction page.
2. Save the work instruction.
You must always save a work instruction once to create the dataset before you
can populate an asset.
3. Right-click the placeholder and select Bind.
Teamcenter displays the Bind Image Placeholder dialog box.
4. From the Transfer Modes list, select ExportGraphic transfer mode.
5. In the Aliases list, open the 2DGraphic entry and select file.
6. Open the Attachments view.
7. Select the image that you want to embed.
8. In the Work Instruction view, with the image placeholder still selected, click
the Populate Asset button .
Teamcenter displays the selected image on the work instructions page.
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Bind a 2D snapshot
If you embed a 2D snapshot, a 2D geometry asset must exist for it.
For more information, see the Manufacturing Process Planner Guide.
1. In the Work Instructions view, click
.
Teamcenter creates a placeholder for the image on the work instruction page.
2. Save the work instruction.
You must always save a work instruction once to create the dataset before you
can populate an asset.
3. Right-click the placeholder and select Bind.
Teamcenter displays the Bind Image Placeholder dialog box.
4. From the Transfer Modes list, select ExportGraphic transfer mode.
5. In the Aliases list, open the 2DSnapshot entry and select file.
6. Do one of the following to specify which 2D snapshot should be populated:
•
In the Attachments view, select the snapshot.
•
In the 2D Viewer view, open the 2D Snapshots Gallery dialog window and
select an existing snapshot.
•
In the 2D Viewer view, arrange the snapshot. When you populate the asset,
Teamcenter automatically creates the snapshot for you.
7. In the Work Instruction view, with the image placeholder still selected, click
the Populate Asset button .
Teamcenter displays the 2D snapshot on the work instructions page.
Note
If you receive an error saying Failed to load Error document
(2DSnapshot & file) when populating a 2D asset, the 2D snapshot does
not contain a 2D geometry asset. Recapture the 2D snapshot with the
option to capture 2D geometry asset data turned on.
For more information, see the Manufacturing Process Planner Guide.
Bind a 3D asset
1. Open a structure to which you want to attach a work instruction.
2. In the Work Instructions view, click the 3D Graphic button
.
Teamcenter creates a placeholder on the work instruction page.
3. In the Work Instructions view, select File→Save TI Illustration.
You must save the work instruction once to create the dataset. If you do not
save first, you receive an error when populating the asset. Once the dataset
exists, this step is no longer required, unless you want to save changes to the
work instruction page.
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4. Right-click the placeholder and select Bind.
Teamcenter displays the Bind Geometry Asset Placeholder dialog box.
5. From the Transfer Modes list, select ExportGraphic transfer mode.
6. In the Aliases list, open the 3DGeometryAsset entry and select file.
7. Do one of the following to specify which 3D geometry should be populated:
•
In the Graphics view, open the 3D Product View Gallery dialog box, create a
snapshot, then select it.
Caution
You must ensure that the Add or Update 3D Geometry Asset
option is selected before you create a snapshot.
For more information, see the Manufacturing Process Planner
Guide.
•
In the Attachments view, select the 3D snapshot.
•
In the Graphics view, arrange the snapshot. When you populate the asset,
Teamcenter automatically creates the snapshot for you.
8. In the Work Instruction view, with the placeholder still selected, click the
Populate Asset button .
Teamcenter displays the 3D geometry asset on the work instructions page.
Populate an empty asset
When you populate an asset, you associate Teamcenter data with it.
1. Select the asset.
2. Select the object in Teamcenter to which you want to link the asset.
3. Disable response to selections by clicking
.
When selecting structures to populate assets, it is important to understand the
role of the Disable response to selections button. Clicking this button locks the
view so that when you select a line in a different structure, the scope of the view
does not change and the work instruction dataset, when created, is attached to
the originally selected structure line. If the view is not locked (it responds to
selection), when you select a line in a different structure to populate an asset,
the work instruction dataset is attached to the newly selected structure line.
4. Click the Populate Asset button
or menu command.
Creating a publishing page template
Your site may provide publishing page templates whose content can be used as the
starting point for the creation of a new publishing page. A publishing page template
is a publishing page dataset that is not populated with actual data.
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A page template may contain standard data such as a company logo, pictures, and
required text. It may also contain empty placeholders, whose content you must fill
for each instance of a publishing page you create from the template.
You can classify templates in the Classification application for easy retrieval.
Classify a template
1. Add the TCPublishingPage business object type to the ics_classifiable_types
preference.
2. Create a publishing page template.
3. In the Attachments view, select the template and choose Send to→Classification.
4. In Classification, classify the template.
For more information about classifying objects, see the Classification Guide.
The template is now available to choose from when you create a new publishing
page from a template.
Create a publishing page from a template
1. If you know the name of the required template, type it in the Template name box.
If you do not know the name of the template, you can search the database for it.
In the Templates pane at the top of the dialog box, click the Find a Template by
name button
next to the Template name box.
Teamcenter displays the Find by Name dialog box, and you can search by part of
the name and with wildcard (*) characters.
If templates are classified, you can click Classification Search Dialog
the template you require.
to find
2. When you identify the publishing page you want to use as a template,
double-click the name to select it and return to the New Dataset dialog box.
3. (Optional) Click the Add To Favorites button to add the selected template to the
list in the Templates pane above it.
4. (Optional) Click the Use as Default button to use the specified dataset as the
default template if no TI dataset is loaded.
5. In the File section, select Use Template.
6. Type a name and description in the relevant boxes.
7. Click OK.
Teamcenter creates the new publishing page dataset.
Using default templates
All of the default templates contain 3D geometry assets. You can add the following
details to specific page templates.
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Template
Purpose
TCPartList
Specifies the part list table. When populated, it lists
all the parts under the selected BOM line. It includes
the item identifier, item name, revision identifier,
description, and find number of each part in the list.
TCAssemblyOperation Use this template at the operation level in a
manufacturing structure. It briefly describes the
operation, its activities, the consumed parts, and tools
required to perform the operation. The Activities table
lists all the activities under the selected operation, their
descriptions and durations. The consumed parts table
lists the parts consumed by the selected operation, their
identifiers, names, revision identifiers, descriptions,
and logical identifiers. The Tools table lists the set of
tools required by the operation, their identifiers, names,
and descriptions.
TCOperationRouting
This template lists manufacturing process details,
including the operations under it, the consumed parts
of those operations and the list of tools used in those
operations. Use this template at the process level. The
Operations List table lists all the operations under the
selected process. The consumed parts table lists all
the consumed parts under all the operations below the
process. The Resource List table lists all the resources
under all the operations below the process.
TCActivityDetails
This template describes the activities under an
operation. Use this template at the operation level of a
structure. For each activity, the name, description, start
time, duration, calculated start time, and calculated
duration are listed.
TCActivityRouting
This template lists manufacturing activity details,
including the operations under it. Use this template at
the operation level.
TCActivityToolList
This template contains detailed description of the
activities in the structure. It may also be used at the
operation level. It lists the following activity details:
•
The Activities Consumed Parts table lists all
the activities, their descriptions, and the parts
consumed in each of these activities.
•
The Activities Used Resources table lists all the
activities, their descriptions, and resources used
in each of the activities.
Updating publishing pages
When an asset is populated, a reference to the selected Teamcenter populating object
is stored in the asset. If the data in Teamcenter changes, you can update the asset to
show the changes. Updating is not automatic; you must explicitly perform an update.
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Take, for example, the TcPartList template’s table. Long after you create the
publishing page and populate the table asset, the product structure can be modified.
Item names can change or BOM lines can be added or removed from the line that
was used to populate the table. After this happens, you can update the publishing
page to show the changes.
Update an asset
1. Open the page dataset in a publishing page viewer anywhere in Teamcenter.
2. Select the asset and choose Edit→Update Asset from the page viewer menu.
The new contents of the asset are displayed, along with a triangle indicating that
the display shows new (and so far unaccepted) data.
3. Switch between displaying the old and the new data by choosing Show Original
Data and Show New Data from the asset’s shortcut menu. The asset is in an
uncommitted state. You cannot update the asset again or repopulate it while
it is in this state.
4. Accept or reject the change by choosing Accept New Data or Accept Original
Data from the asset’s shortcut menu. All of the assets on a page can be updated
at once using the publishing page Edit→Update Technical Illustration menu.
Other Edit menus let you toggle the display and accept or reject the changes for
all of the assets on the page at once.
Note
You cannot update data in the database (other than the publishing page
itself) by updating an asset. Assets can only display what is already in
the database. To update a 3D asset, you must first update the snapshot
dataset in the assembly viewer.
Repopulate an asset
An asset that has been populated can be repopulated with a different Teamcenter
component.
1. Select the asset in the publishing page view.
2. Select the component in another view, and choose Edit→Populate Asset in the
publishing page view.
3. Switch between displaying the old and the new data by choosing Show Original
Data and Show New Data from the asset’s shortcut menu. The asset is in an
uncommitted state. You cannot update the asset again or repopulate it while
it is in this state.
4. Accept or reject the change by choosing Accept New Data or Accept Original
Data from the asset’s shortcut menu. All of the assets on a page can be updated
at once using the publishing page Edit→Update Technical Illustration menu
command. Other Edit menus let you toggle the display and accept or reject the
changes for all of the assets on the page at once.
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Chapter 8
Note
You cannot update data in the database (other than the publishing page
itself) by updating an asset. Assets only can display what is already in
the database. To update a 3D asset, you must first update the snapshot
dataset in the Graphics view.
View populating and end objects
The populating object is the one that was selected when the asset was populated. The
end object is the object that is actually displayed in the asset after it is populated.
These can be the same object, or different ones, depending on your alias definition.
You can view these objects.
1. Select the asset in the Work Instructions view.
2. Do one of the following:
•
To show the populating object in My Teamcenter, choose Edit→Asset
Components→Send to My Teamcenter→Populating Components.
•
To show the end object in My Teamcenter, choose Edit→Asset
Components→Send to My Teamcenter→End Object.
•
To view the populating object in the default viewer without switching
applications, choose Edit→Asset Components→View Populating
Components.
•
To view the end object in the default viewer without switching applications,
choose Edit→Asset Components→View End Object.
Note
These menu commands may not work depending on how the alias file is
implemented. For more information, contact your administrator.
Create a new work instruction
1. Select the BOM line with which you want to associate the work instructions, for
example, the item revision of an assembly or operation.
2. Open the Work Instructions view.
3. In the Work Instructions view, choose File→New TI Dataset.
Teamcenter displays the New Document dialog box.
4. If your site uses templates, select the name of a template, enter a dataset name,
and click OK.
Note
The work instructions are attached to the BOM line with a
IMAN_MEWorkInstruction relation.
Add new pages to the work instructions or product manual
•
Choose Insert→New Page.
Teamcenter adds a new, blank page to the active work instructions or product
manual. You can also search for an existing page by name or use a Classification
search to find a classified page.
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Delete pages from the work instructions or product manual
1. Choose Edit→Delete Pages.
Teamcenter displays the Delete Pages dialog box containing a list of available
pages.
2. Select the page to delete and click OK.
Teamcenter deletes the page from the work instructions or product manual.
Save changes to the work instructions or product manual
•
Choose File→Save.
Teamcenter saves any changes that you made.
Reserve space for headers and footers
You reserve space for headers and footers on a publishing page. When you print
or export the work instructions or product manual, any shapes on the publishing
page are clipped to the defined margins.
1. Open the work instructions.
2. Choose View→Page Margins.
Teamcenter adds a gray-shaded background at the top, bottom, left, and right
of the page.
Add export tags
You can add export tags to a page that are replaced with actual information when
you print or export it. For example, if you select page, the actual page number
appears. Additional export tags include date, long date, document file name, portfolio
file name and total number of pages.
1. Open the work instructions or product manual.
2. Choose Insert→Portfolio Export Tag and select a tag from the displayed list. The
tag you select appears on the work instructions or product manual.
3. (Optional) Move or resize the export tag on the work instructions or product
manual.
Navigate to another publishing page
Use one of the following methods to navigate to another publishing page:
1. Choose View→Page→Go to.
Teamcenter displays the Select Page dialog box.
2. Select the page to you want to navigate.
- or Use the navigation arrow buttons to browse through the available pages.
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Chapter 8
Creating, viewing, and editing manufacturing documentation
Export publishing pages to HTML
1. Choose File→Save as Web Page.
Teamcenter displays the Save As dialog box.
2. Type a name for the exported file and click Save.
Teamcenter displays the Save as Web Page dialog box.
3. Change settings for the following options:
Tab
Options
Description
General tab
Pages to Publish
Choose Select All to print all pages or
Select Pages from and then type the
page span.
Publishing options
Select any of the publishing options,
which appear in the finished Web page
to aid navigation and searching.
Additional options
Choose any of the following:
Advanced tab Output formats
•
Automatically open Web page in
browser
•
Organize supporting files in a
folder
•
Type text in the Page title box to
name the exported HTML output.
Select a format for the HTML output.
Provide alternate
format for older
browsers
Choose a format from the list.
Target monitor
Choose the monitor size.
Host in Web page
Select a Web page from the list or
browse to a file.
Style sheet
Select a style sheet from the list or
browse to a file.
4. Click OK.
Teamcenter displays the publishing pages as a Web page in your default browser.
Export publishing pages to PDF
You can print a portfolio to PDF in My Teamcenter. Before you do this, you must
install third party software capable of creating PDF output.
1. Create a portfolio.
2. Open My Teamcenter.
3. In the File menu on the viewer tab, choose Publish PDF to Database.
8-16
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PLM00066 J
Creating, viewing, and editing manufacturing documentation
Creating a portfolio
Portfolios act as a container for work instructions or product manuals and supporting
documents, such as a table of contents, cover or trailer pages, and header and footer
information. Portfolios may contain a reference to a publishing page or generic
page or to an embedded generic page. You can use portfolios to store document
structure information, print multiple publishing pages, and export portfolio contents
to HTML or PDF.
You generate portfolios in Manufacturing Process Planner, Part Planner,
Multi-Structure Manager, Service Planner, or Plant Designer. You manage portfolios
in My Teamcenter only.
When managing a portfolio:
•
Use container nodes to add an organizational hierarchy to the portfolio. Think
of container nodes as chapters in a book, in which you can separate and group
documents. Container nodes are useful for multiple levels in the table of
contents.
•
During printing operations, Teamcenter creates the table of contents information
in a dynamic page.
•
Create generic pages for any information page to add to the portfolio, such as
cover or trailer pages. Generic pages are not considered publishing pages and
Teamcenter does not apply headers and footers to them.
•
Add header and footer information to portfolios by creating a special page.
Teamcenter copies the shapes in this page to the published pages during printing
and export operations. The same header and footer appears on every page.
•
When adding supporting documents to portfolios, choose from the following
options:
o
Insert Reference
Select a supporting document for the portfolio to reference.
o
Create
Add a new supporting document that Teamcenter embeds in the portfolio.
You can only create and embed generic pages.
o
Embed
Copy a supporting document into the portfolio.
You cannot create portfolios in Resource Manager.
For more information about how to create portfolios, see the Manufacturing Process
Planner Guide.
Modify header and footer information
1. Select the portfolio
in the Newstuff folder in My Teamcenter.
Teamcenter opens the viewer.
2. Right-click the header and footer page in the portfolio tree and choose Open.
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Chapter 8
Creating, viewing, and editing manufacturing documentation
3. Make any necessary changes.
4. Choose File→Post to Technical Portfolio.
5. Click Close.
6. In the viewer, click File→Save.
Creating manufacturing documentation in batch mode
You can create and update Teamcenter work instructions and portfolios in batch
mode, processing multiple documents using the Teamcenter Publish Batch dialog
box. You do not need to process individual documents manually. You can schedule
these tasks to take place immediately or at a later date.
Batch processing uses the Dispatcher (formerly known as Translation Management)
infrastructure for scheduling create and update features. Additionally, Dispatcher
has built-in status, logging, and error reporting features.
For more information, see Getting Started with Manufacturing.
You must set up the batch processing in the Manufacturing Process Planner or
Multi-Structure Manager applications. You can use My Teamcenter to modify the
scheduling of the batch process.
For more information about setting up the batch process, see the Manufacturing
Process Planner Guide.
For more information about modifying the scheduling, see the My Teamcenter Guide.
8-18
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PLM00066 J
Appendix
A
PLM00066 J
Glossary
Resource Manager Guide
Appendix
A
Glossary
A
Application Interface Viewer
Viewer data tab in applications that allows users to monitor and control PLM
XML data exchanges between Teamcenter and another application through a
collaboration context.
assembly
Compound object that is assembled from other objects and may add additional
information to their interpretation.
•
In the context of an assembly, other assemblies are called subassemblies, while
noncompound objects are called components.
•
A single-level compound object that is distinct from a multilevel product
structure or bill of materials, which is a hierarchy of assemblies. Assembly
data is stored in a BOM view revision.
assembly classification
Resource assembly ID and name of the class where the assembly is classified. An
assembly classification is also the process of associating an assembly with a class
and entering the attribute values that characterize it within its class.
asset
Extension of a Visio shape that exposes data in Teamcenter.
attribute
Named storage variable that describes an object and is stored with the object. Users
can search the database for objects using object attributes.
In an object, an attribute is a name/value pair; in the database, an attribute is a field.
attribute propagation
Process of transferring attribute values from one object to another. In Resource
Manager, attribute values are propagated from a propagation start point up the
assembly structure to the assembly object. For example, on a cutting tool, the cutting
material of the insert, the cutting diameter of the extension, and the holder type of
the machine adapter can all be propagated to the assembly level. This provides a
mechanism to make all attributes required for a cutting tool definition available at
the tool assembly level.
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Glossary
Appendix A
B
bind
In Visualization Illustration, the user action that defines the combination of transfer
mode and alias Teamcenter uses when an asset is populated. See also asset.
BOM
Bill of materials.
•
100% BOM
The as sold product configuration, for example, the configuration of a car to be
built and shipped to the dealer.
•
120% BOM
Partial overlay of selected variant conditions. You cannot build the product
from a 120% BOM.
•
150% BOM
Overlays of all possible variant configurations. You cannot build the product
from a 150% BOM.
See also design bill of materials and manufacturing bill of materials.
C
class
Set of objects that share the same list of attributes but distinguishable by the value
the attributes acquire for specific objects. For example, the Automobile class can be
defined by the brand, color, and price, but each car associated to the Automobile
class has a different brand, color, and price combination.
class folder
Representation of aggregation of objects. In the Classification and Classification
Search dialog class hierarchies, classes are displayed with class folder icons because
they represent an aggregation of objects.
class hierarchy
Structure defining subclasses that inherit the attributes of their superclasses, also
called their parents or ancestors.
classification
Process of categorizing objects according to similarity in characteristics. While the
objects in one class share the same characteristics, the values of these characteristics
may differ. For example, drill bits all share the length and diameter characteristics,
but drill bit objects differ in length and diameter.
Classification
Teamcenter application that utilizes a classification hierarchy to categorize product
data.
classification hierarchy
Structure used to categorize a company’s data by common attributes.
A-2
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PLM00066 J
Glossary
classification instance
Lowest-level component of the classification hierarchy. Also referred to as an ICO
(internal classification object).
classification object (ICO)
Representation of a Teamcenter object within the classification system that extends
the object with classification data. ICOs specify the values of attributes defined by a
particular storage class within the classification hierarchy.
cloning rules
In a collaboration context, a set of rules that defines how structures are created
when copying other structures of the same type. A cloning rule can also be applied
when creating a structure from a template.
component
•
Objects used to build up an assembly or subassembly.
•
Part in a product structure defined in Teamcenter. A component is the lowest
level part in the product structure: it cannot be broken down into subparts.
composition
Special kind of structure context that allows components to be added from one or
more structure contexts, each of which may contain a different product structure.
Compositions are used for design studies and manufacturing processes that contain
data from both product and plant structures.
D
delivery unit
Subassembly that is manufactured separately and delivered to the assembly plant
as a consumed part. One of the operations in the assembly process uses the delivery
unit as a consumed part. The components of a delivery unit are not consumed in
any of the operations.
design bill of materials
List of components and subassemblies used to define an assembly structure, and
the representation of the assembly structure. Compare with manufacturing bill
of materials.
device
Complex assembly that is represented as a simple component. A device is designed
to work as part of a machine tool or robot.
E
eM-Planner interface
Interface between Teamcenter manufacturing process management and Tecnomatix
eM-Planner that allows data exchange.
F
feature
Physical or geometric object associated with a product, component, or part.
Alternatively, a logical attribute of a product, component, or part. Examples: a weld
PLM00066 J
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A-3
Glossary
Appendix A
point, a signal, or a geometric pattern. A feature may be represented by a generic
design element (GDE) in a BOM. See also generic design element.
folder
Graphical representation of an aggregation of objects, such as a group, class, or
subclass. For easy distinction in the class hierarchy, each of these aggregations has
a different type of folder icon associated with it: a group folder icon, a class folder
icon, or a subclass folder icon.
G
GDE
See generic design element.
generic design element
BOM item that cannot have different revisions. See also feature.
group
Type of class that does not have a list of attributes associated with it; highest level
in the classification hierarchy.
group folder
In the classification hierarchy, group folders represent a group of related classes.
H
hierarchy
Structure in which each node can have only one parent but possibly multiple siblings
and children.
I
ICM root folder
Root folder in the classification hierarchy. There is one root per database.
instance
Single data object that is associated to a class. The instance can correspond to a
line in the BOM.
L
link asset
Type of asset used to create links to Teamcenter objects. See also asset.
M
manufacturing bill of materials
Defines how the product is manufactured, rather than how it is designed. Compare
with design bill of materials.
manufacturing feature
Teamcenter item. A collection of geometry and geometric references and attributes
that provide the means for creating work instructions for a manufacturing process.
There are several types of features, including holes, pockets, weld points, and die
A-4
Resource Manager Guide
PLM00066 J
Glossary
faces. A manufacturing operation typically addresses several features of the same
type. See also feature.
Manufacturing Process Planner
Teamcenter manufacturing process management application that enables a user to
design a plan detailing how to manufacture a product.
MBOM
See manufacturing bill of materials.
O
occurrence
Hierarchical structure relationship between the immediate parent assembly and
its child component item or item revision in a precise assembly. Sometimes called
relative occurrence.
P
Part Planner
Teamcenter manufacturing process management application that enables a user to
design a plan detailing how to manufacture a part.
Plant Designer
Teamcenter manufacturing process management application that allows users to
design, modify, import, and export a factory structure.
PLM XML
Siemens PLM Software format for facilitating product life cycle interoperability
using XML. PLM XML is open and based on standard W3C XML schemas.
Representing a variety of product data both explicitly and via references, PLM
XML provides a lightweight, extensible, and flexible mechanism for transporting
high-content product data over the Internet.
populate
In Visualization Illustration, the action of creating a fully defined asset on a
publishing page by specifying a Teamcenter object and a bound asset.
portfolio
In Visualization Illustration, an organized collection of publishing pages.
product view
Saved configuration of the assembly viewer, including the selection of objects, zoom
factor, rotation angle, and pan displacements.
propagation
Process of transferring characteristics of one object to another object.
propagation start point
Component within an assembly structure that is the starting location for
propagation.
PSP
See propagation start point.
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A-5
Glossary
Appendix A
R
Report Generator
Teamcenter manufacturing process management application that provides a format
for producing reports about information in Teamcenter manufacturing process
management.
resource
Item used to perform an operation or define a process. Examples of resources include
robots, tools, and machines. Both standard equipment and custom tools can be
identified as resources.
resource assembly
Set of resource components and/or subassemblies that are grouped to create an
assembly to be used in a process, such as a manufacturing process.
Resource Browser
Plug-in component that allows users to retrieve classification-related data, such as
a hierarchy with corresponding groups, classes, and classification objects from a
Teamcenter database when working in an external application.
resource component
Object that is a component of a resource assembly or subassembly.
Resource Manager
Teamcenter manufacturing process management application that enables a user
to store and retrieve resource-related data such as tools, fixtures, machines, and
process templates from a company-wide accessible database.
resource structure
Structure in which resource assemblies are hierarchically built.
root
Starting point of a hierarchy. Hierarchies are usually displayed as hanging trees
with the root of the structure at the top and the leaves at the bottom.
S
spare part
Small item that in Resource Manager is commonly entered as other components are.
Examples include nuts, bolts, washers, and screws.
structure
Representation of multiple objects and their interdependencies. For example, a
classification structure represents classes and their inheritance dependencies, and
an assembly structure represents how components and subassemblies are associated
to build up an assembly. The structure can be viewed in several applications,
including Structure Manager, Manufacturing Process Planner, Part Planner,
Multi-Structure Manager, and Resource Manager.
In Resource Manager, most structures are hierarchical. For example, they acquire
the form of a tree where each node can have only one parent but multiple siblings
and children.
A-6
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PLM00066 J
Glossary
subassembly
Assembly that is built into the assembly structure of another assembly or intended
for that use. In a manufacturing view, either a delivery unit or a workpiece. See
also delivery unit and workpiece.
subclass
In the Classification Search Dialog, subclass instances represent a subset of
attributes corresponding to a class. Subclasses inherit the attributes of their parent
classes. Unlike classes, which inherit every attribute of their parent classes and
cannot be edited, users can define the inherited attributes assigned to a subclass.
V
view (Classification)
Tailored representation of attributes within a class. Views are associated with
abstract and storage classes. Attribute properties can also be applied. For example, a
class may define the physical and accounting attributes for its objects, but a view for
tool designers may display only the physical attributes, and a view for accountants
may display only pricing and order number attributes.
W
workpiece
Intermediate state of the product during the manufacturing process. In each step
of the manufacturing process, the workpiece is positioned in the work area and the
work instructions are performed. The resulting workpiece then flows to the next
operation in the sequence, where the next operation is performed.
PLM00066 J
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A-7
Index
A
Active unit . . . . . . 1-12, 5-8, 5-10–5-11, 5-15
Adding components to structure . . . . . . . 3-9
Applicability of attributes . . . . . . . . . . 4-12
Assemblies
Classifying . . . . . . . . . . . . . . . . . . . 1-15
Creating . . . . . . . . . . . . . . . . . . . . . 1-14
Assembly classes
Containing propagated attribute
values . . . . . . . . . . . . . . . . . . . . . 3-7
Assets
Repopulate . . . . . . . . . . . . . . . . . . . 8-13
Understanding . . . . . . . . . . . . . . . . . 8-2
Attaching notes to components . . . . . . . 3-23
Attachments view . . . . . . . . . . . . . . . . . 1-4
Attribute values, viewing . . . . . . . . . . . . 4-7
Attributes
View applicability . . . . . . . . . . . . . . 4-12
Autofilter . . . . . . . . . . . . . . . . . . . . . . . 4-9
B
Binding
2D image . . . . . . . .
2D snapshot . . . . .
3D asset . . . . . . . .
Assets . . . . . . . . . .
Linked data . . . . . .
Table data . . . . . . .
Textual information
Buttons
Active unit . . . . . .
Class Search . . . . .
Search . . . . . . . . .
Search in active unit
View Mode . . . . . .
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1-12
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1-13
5-15
C
Class
Storage . . . . . . . . . . . . . . . . . . . . . . . 5-8
Class scope . . . . . . . . . . . . . . . 5-7, 5-9, 5-11
Class Search button . . . . . . . . . . . . . . . 5-6
Classification hierarchy
PLM00066 J
Set node as root . . . . . . . . . . . . . . . . 4-11
Classification objects, creating part family
members . . . . . . . . . . . . . . . . . . . . . . 3-24
Classification Properties view . . . . . . . . . 1-3
Classification Search Dialog . . . . . . . . . . 5-2
Open . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Classification search, by workspace
object . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Classification Table view . . . . . . . . . 1-4, 2-3
Classify
New resources . . . . . . . . . . . . . . . . . . 3-3
Resource assemblies . . . . . . . . . . . . . 1-15
Commands
Refresh . . . . . . . . . . . . . . . . . . . . . . 4-11
Component
Adding to structure . . . . . . . . . . . . . . 3-9
Attaching notes . . . . . . . . . . . . . . . . 3-23
Deleting notes . . . . . . . . . . . . . . . . . 3-24
Editing notes . . . . . . . . . . . . . . . . . . 3-24
Removing from structure . . . . . . . . . 3-23
Configuration
Display . . . . . . . . . . . . . . . . . . . . . . . 2-2
Configuring Resource Manager . . . . . . . . 1-2
Configuring revision rules for
searching . . . . . . . . . . . . . . . . . . . . . 5-12
Connection point information
Display . . . . . . . . . . . . . . . . . . . . . . 3-22
Connection points . . . . . . . . . . . . . . . . 3-21
Coordinate systems, displaying . . . . . . 3-22
Create JT file . . . . . . . . . . . . . . . . . . . 3-25
Create part file . . . . . . . . . . . . . . . . . . 3-25
Creating
JT file . . . . . . . . . . . . . . . . . . . . . . . 3-25
Part file . . . . . . . . . . . . . . . . . . . . . . 3-25
Resource assemblies . . . . . . . . . . . . . 1-14
Resources . . . . . . . . . . . . . . . . . . . . . 3-1
D
Deleting notes from components
Dialog boxes
Named References . . . . . . . .
Search Class . . . . . . . . . . . .
Displaying resources . . . . . . . .
Documentation, manufacturing
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Resource Manager Guide
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5-5–5-6
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8-1–8-2
Index-1
Index
E
Editing
Notes for components . . . . . . . . . . . . 3-24
Enabling Resource Manager . . . . . . . . . 1-2
Export tags, work instructions . . . . . . . 8-15
Menus . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Message area . . . . . . . . . . . . . . . . . . . . 5-7
N
Find a resource . . . . . . . . . . . . . . . . . . . 5-2
Find ICO in source class . . . . . . . . . . . 5-12
Named References dialog box
Notes
Attaching to components .
Deleting from components
Editing for components . . .
NX CAM . . . . . . . . . . . . . .
G
O
F
GCS . . . . . . . . . . . . . . . .
Graphical browser . . . . . .
Graphical Browser tab . . .
Graphics view . . . . . . . . .
Guided component search
Remove component . . .
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3-21–3-22
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3-24
3-24
1-16
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. . . . . . . . . . . 7-3
P
H
Hierarchy
Change display .
View graphically
Hierarchy pane . . .
Hierarchy scope . .
Hierarchy tree
Refreshing . . . . .
Hierarchy, open . . .
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5-7, 5-9, 5-11
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I
ICO
Find in source class . . . . . . . . .
ICS_table_pagesize preference . . .
Impact Analysis view . . . . . . . . .
Instance image viewer preferences
Interface . . . . . . . . . . . . . . . . . .
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5-16, 5-18
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J
JT file, creating . . . . . . . . . . . . . . . . . . 3-25
M
Machine Tool Library macros . . .
Manufacturing documentation . .
Manufacturing Resource Library
Measurement unit . . . . . . . . . . .
5-10–5-11, 5-15–5-16
Change active . . . . . . . . . . . .
Searching in multi-unit classes
Unit Definition class . . . . . . .
Measurement units . . . . . . . . . .
Index-2
Opening existing resources
Options
Create JT file . . . . . . . .
Create part file . . . . . .
Show Image . . . . . . . . .
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Resource Manager Guide
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. 8-1–8-2
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4-3, 5-8,
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4-4
4-6
4-6
4-4
Panes
Properties . . . . . . . . . . . . . . . . . . 5-6–5-7
Search . . . . . . . . . . . . . . . . . . . . . . . 5-3
Table . . . . . . . . . . . . . . . . . . . . . . . 5-16
Part file, creating . . . . . . . . . . . . . . . . 3-25
Perspectives
In general . . . . . . . . . . . . . . . . . . . . 1-13
Populate an asset . . . . . . . . . . . . . . . . 8-10
Portfolios
Creating . . . . . . . . . . . . . . . . . . . . . 8-17
Modify header and footer . . . . . . . . . 8-17
Understanding . . . . . . . . . . . . . . . . . 8-2
Preferences, ICS_table_pagesize . . . . . . 5-16
Preferences, ICS_table_pagesize . . . . . . 5-18
Prerequisites for Resource Manager . . . . 1-1
Previewing attribute values . . . . . . . . . . 4-9
Product manual
Add new pages . . . . . . . . . . . . . . . . . 8-14
Create . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Delete pages . . . . . . . . . . . . . . . . . . 8-15
Edit . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Export tags . . . . . . . . . . . . . . . . . . . 8-15
Headers and footers . . . . . . . . . . . . . 8-15
Saving changes . . . . . . . . . . . . . . . . 8-15
Propagated attributes, editing . . . . . . . . 3-8
Propagating attributes . . . . . . . . . . . . . 3-6
Propagation start point . . . . . . . . . . . . . 3-7
Removing . . . . . . . . . . . . . . . . . . . . . 3-7
Properties pane . . . . . . . . . . . . 5-3, 5-6–5-7
Display information . . . . . . . . . . . . . . 4-3
Properties tab . . . . . . . . . . . . . . . . . . . . 1-5
Properties, object . . . . . . . . . . . . . . . . 4-12
PublishBatch . . . . . . . . . . . . . . . . . . . 8-18
PLM00066 J
Index
Publishing page . . . . . . . . . . . . .
Batch mode . . . . . . . . . . . . . . .
Binding assets . . . . . . . . . . . . .
Create . . . . . . . . . . . . . . . . . . .
Create from template . . . . . . . .
Create template . . . . . . . . . . . .
Create work instruction . . . . . .
Creating portfolio . . . . . . . . . . .
Default templates . . . . . . . . . .
Edit . . . . . . . . . . . . . . . . . . . .
Export HTML . . . . . . . . . . . . .
Export PDF . . . . . . . . . . . . . . .
Headers and footers . . . . . . . . .
Navigating pages . . . . . . . . . . .
Populate an asset . . . . . . . . . . .
Populating and end objects, view
Repopulate an asset . . . . . . . . .
Roles . . . . . . . . . . . . . . . . . . .
Updating . . . . . . . . . . . . . . . . .
. . . . . 8-2
. . . . 8-18
. . . . . 8-6
. . 8-3–8-4
. . . . 8-11
. . . . 8-10
. . . . 8-14
. . . . 8-17
. . . . 8-11
. . . . . 8-3
. . . . 8-16
. . . . 8-16
. . . . 8-15
. . . . 8-15
. . . . 8-10
. . . . 8-14
. . . . 8-13
. . . . . 8-3
8-12–8-13
Q
Quick search . . . . . . . . . . . . . . . . . . . . . 5-5
R
Refresh . . . . . . . . . . . . . . . . . . . . .
Refreshing the hierarchy tree . . . . . .
Relational operators . . . . . . . . . . . .
Removing
Components from structure . . . . .
Report view . . . . . . . . . . . . . . . . . .
Resource
Displaying . . . . . . . . . . . . . . . . . .
Resource Manager views . . . . . . . . .
Resource view . . . . . . . . . . . . . . . . .
Resource, revising . . . . . . . . . . . . . .
Resources
Assemblies, classifying . . . . . . . . .
Assemblies, creating . . . . . . . . . . .
Assigning workflows . . . . . . . . . . .
Attaching notes . . . . . . . . . . . . . .
Classify new . . . . . . . . . . . . . . . .
Creating new . . . . . . . . . . . . . . . .
Creating part family members . . .
Editing notes . . . . . . . . . . . . . . . .
Opening . . . . . . . . . . . . . . . . . . .
Selecting . . . . . . . . . . . . . . . . . . .
Using in NX CAM . . . . . . . . . . . .
Revising
Resources . . . . . . . . . . . . . . . . . .
Resources within super-assemblies
Super-assemblies . . . . . . . . . . . . .
Revision rules
Configure for searching . . . . . . . .
PLM00066 J
. . 4-11
. . 4-11
. . 5-13
. . 3-23
. . . 1-4
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1-14
. 2-1
. 1-3
. 3-5
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1-15
1-14
. 3-9
3-23
. 3-3
. 3-1
3-26
3-24
. 3-4
5-17
1-16
. . . 3-5
. . . 3-5
. . . 3-5
. . 5-12
Revision Rules
Apply . . . . . . . . . . . . . . . . . . . . . . . 5-12
Revisions, working with . . . . . . . . . . . . 1-15
Rich client perspectives and views . . . . 1-13
S
Scope
Class . . . . . . . . . . . . . . . . . 5-7, 5-9, 5-11
Hierarchy . . . . . . . . . . . . . . 5-7, 5-9, 5-11
Search
Assemblies by component . . . . . . . . . 5-10
By attribute value . . . . . . . . . . . . . . . 5-8
By object ID . . . . . . . . . . . . . . . . . . . . 5-3
Class hierarchy . . . . . . . . . . . . . . . . . 5-2
Quick . . . . . . . . . . . . . . . . . . . . . . . . 5-5
Search all ICOs in selected class . . . . . . . 5-7
Search button . . . . . . . . . . . . . . . . . . . . 5-3
Search Class dialog box . . . . . . . . . . . . . 5-6
Search in active unit . . . . . . . . . . . . . . 1-13
Search methods, workspace objects . . . . . 5-4
Search pane . . . . . . . . . . . . . . . . . . . . . 5-3
Search tab . . . . . . . . . . . . . . . . . . . . . . 1-5
Searching Classification, workspace object
search . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Searching in multi-unit classes . . . . . . . . 4-6
Searching using relational operators . . . 5-13
Selection synchronization . . . . . . . . . . . 2-1
Shapes, understanding . . . . . . . . . . . . . 8-2
Show image . . . . . . . . . . . . . . . . . . . . . 1-3
Show Image options . . . . . . . . . . . . . . . 7-3
Sorting data in the Table pane . . . . . . . 5-16
Sorting data in the Table view . . . . . . . 5-18
Starting Resource Manager . . . . . . . . . . 1-2
Storage class . . . . . . . . . . . . . . . . . . . . 5-8
Structure
Adding components . . . . . . . . . . . . . . 3-9
Removing components . . . . . . . . . . . 3-23
Structure view
Display configuration . . . . . . . . . . . . . 2-2
Synchronization of selection . . . . . . . . . . 2-1
T
Tab
Classification . . . . . . .
Table pane
Display information . .
Sorting data . . . . . . .
Viewing search results
Table view
Sorting data . . . . . . .
Tabs
Classification . . . . . . .
TCM Released status . . .
. . . . . . . . . . . . 1-5
. . . . . . . . . . . . 4-3
. . . . . . . . . . . 5-16
. . . . . . . . . . . 5-16
. . . . . . . . . . . 5-18
. . . . . . . . . . . . 1-5
. . . . . . . . . . . . 3-9
Resource Manager Guide
Index-3
Index
Templates
Publishing pages . . . . . . . . . . . 8-10–8-11
U
UGMaster dataset . . .
Unit Definition class .
Unit of measure . . . .
5-10–5-11, 5-15–5-16
Units of measure . . . .
. . . . . . . . . . . . . . 7-3
. . . . . . . . . . . . . . 4-6
. . . . . . . . . . 4-3, 5-8,
. . . . . . . . . . . . . . 4-4
V
Verifying addition of images
View Mode button . . . . . . .
View object properties . . . .
Viewer
Class viewer . . . . . . . . .
Instance viewer . . . . . . .
Preferences . . . . . . . . . .
Suppressing images . . . .
Viewer pane
Viewing results . . . . . . .
Viewing search results
Properties pane . . . . . . .
Table pane . . . . . . . . . .
Index-4
Resource Manager Guide
Views . . . . . . . . . . . . . . .
Attachments . . . . . . . .
Classification Properties
Classification Table . . .
Graphics . . . . . . . . . . .
Referencers . . . . . . . . .
Report . . . . . . . . . . . .
Resource . . . . . . . . . . .
Work Instructions . . . .
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. . . 1-3
. . . 1-4
. . . 1-3
1-4, 2-3
. . . 2-2
. . . 1-4
. . . 1-4
. . . 1-3
. . . 1-4
W
. . . . . . . . . . 7-3
. . . . . . . . . 5-15
. . . . . . . . . 4-12
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7-1
7-2
7-2
7-3
. . . . . . . . . 5-17
. . . . . . . . . 5-15
. . . . . . . . . 5-16
Wildcard characters . .
Work instructions
Add new pages . . . . .
Creating . . . . . . . . .
Delete pages . . . . . .
Editing . . . . . . . . . .
Export tags . . . . . . .
Headers and footers .
Save changes . . . . . .
Saving changes . . . .
Work Instructions view
Workflow for resources
. . . . . . . . . . . . 5-15
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. . . 8-14
8-3, 8-14
. . . 8-15
. . . . 8-3
. . . 8-15
. . . 8-15
. . . 8-15
. . . 8-15
. . . . 1-4
. . . . 3-9
PLM00066 J
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