Teamcenter Engineering

Product Data Management

Student Guide

Student Guide
September 2004
MT14330 – Version 9.1.2

Publication Number
MT14330-SG-0912
Manual History

Manual Software Publication

Revision Version Date
A Teamcenter Engineering V9.1.2; NX 2 September 2004

This edition obsoletes all previous editions.

© UGS Corp.
All rights reserved.
Printed in the United States of America.

2 Teamcenter Engineering Product Data Management MT14330-SG-0912

 Proprietary and Restricted Rights Notices
The following proprietary and restricted rights notices apply.
© 2004 UGS Corp. All Rights Reserved. This software and related
documentation are proprietary to UGS Corp. LIMITATIONS TO U.S.
GOVERNMENT RIGHTS. UNPUBLISHED - RIGHTS RESERVED UNDER
THE COPYRIGHT LAWS OF THE UNITED STATES. This computer
software and related computer software documentation have been developed
exclusively at private expense and are provided subject to the following
rights: If this computer software and computer software documentation
qualify as "commercial items" (as that term is defined in FAR 2.101), their
use, duplication or disclosure by the U.S. Government is subject to the
protections and restrictions as set forth in the UGS Corp. commercial license
for the software and/or documentation, as prescribed in FAR 12.212 and
FAR 27.405(b)(2)(i) (for civilian agencies) and in DFARS 227.7202-1(a) and
DFARS 227.7202-3(a) (for the Department of Defense), or any successor
or similar regulation, as applicable or as amended from time to time. If
this computer software and computer documentation do not qualify as
"commercial items," then they are "restricted computer software" and are
provided with "restrictive rights," and their use, duplication or disclosure by
the U.S. Government is subject to the protections and restrictions as set forth
in FAR 27.404(b) and FAR 52-227-14 (for civilian agencies), and DFARS
227.7203-5(c) and DFARS 252.227-7014 (for the Department of Defense), or
any successor or similar regulation, as applicable or as amended from time to
time. UGS Corp., 5800 Granite Parkway, Plano, Texas 75024. All trademarks
belong to their respective holders.

MT14330-SG-0912 Teamcenter Engineering Product Data Management 3

Contents

Course Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Course Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 13
Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 13
Key Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 13
Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 14
Student Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 14
How to Use This Manual . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 15
Activity Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 15
Activity: Login to Teamcenter Engineering (this is just an
example) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 15
What is PDM? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . 16

CAD Integration - Creating New Data . . . . . . . . . . . . . . . . . . . . . . . 1-1

What is NX Manager? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
NX 2 Window in NX Manager Mode . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Menu Bar — Pull-Down Menus . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
What is Unigraphics NX 2? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
The Gateway Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
NX 2 in Native vs. NX Manager mode . . . . . . . . . . . . . . . . . . . . . . . . 1-7
NX Manager Part Selection dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8
Activity: Navigate the Part Selection dialog . . . . . . . . . . . . . . . . 1-11
Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15
Activity: Create a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17
Using NX Manager On-line Help . . . . . . . . . . . . . . . . . . . . . . . . 1-18
What is Concurrent Engineering? . . . . . . . . . . . . . . . . . . . . . . . 1-19
What is the Master Model Approach? . . . . . . . . . . . . . . . . . . . . . . . 1-20
Creating a New Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-21
Storing Database Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-23
Activity: Creating New Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-25
Find by Part Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-40
Creating Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-42
Activity: Creating an Assembly . . . . . . . . . . . . . . . . . . . . . . . . . 1-45
Creating Non-Master Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-55
Activity: Create a Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-58
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-63

CAD Integration - Revising Existing Data . . . . . . . . . . . . . . . . . . . . 2-1

Using Save As . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 5
Contents

Save As to Create a New Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

Activity: Save As to Create New Part . . . . . . . . . . . . . . . . . . . . . 2-5
Activity: Save As to Create a new Part Revision . . . . . . . . . . . . . 2-12
SaveAs Non-Master Part Files dialog . . . . . . . . . . . . . . . . . . . . . . . 2-14
Activity: Save As that includes Non-Master Data . . . . . . . . . . . . 2-16
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21

The Teamcenter Engineering Portal Interface . . . . . . . . . . . . . . . . 3-1

Starting the Teamcenter Engineering Portal Interface . . . . . . . . . . . . 3-2

Teamcenter Engineering Application Startup . . . . . . . . . . . . . . . . 3-4
Activity: Starting Teamcenter Engineering . . . . . . . . . . . . . . . . . 3-5
Application Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Selecting Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
Logging Out of Teamcenter Engineering (Portal) . . . . . . . . . . . . . . . 3-12
My Navigator Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Portal Lite for NX Manager Products . . . . . . . . . . . . . . . . . . . . . 3-14
Folder Object Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15
My Navigator Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16
Group and Role Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
Activity: My Navigator Overview . . . . . . . . . . . . . . . . . . . . . . . . 3-21
Modifying Properties Columns in My Navigator . . . . . . . . . . . . . . . 3-24
Activity: Modifying Properties Columns in Navigator . . . . . . . . . 3-27
Using Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-30
Working with Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-32
What are Folders? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-32
Home, Newstuff and Mailbox Folders . . . . . . . . . . . . . . . . . . . . 3-33
Folder Object Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-34
Creating Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-35
Renaming Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-36
Moving Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-36
Deleting Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-37
Printing Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-37
Performing a General Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-38
Activity: Finding and Working with Folders . . . . . . . . . . . . . . . . 3-45
Activity: Test your Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-51
Referencing Database Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-52
Using Cut, Copy, Paste, and Append . . . . . . . . . . . . . . . . . . . . . . . . 3-53
Activity: Modifying Object References . . . . . . . . . . . . . . . . . . . . 3-55
Activity: Test Your Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-57
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-58

Finding and Viewing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

What are Items? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

What are Item Types? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Finding Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4

6 Teamcenter Engineering Product Data Management ©UGS Corp., All Rights Reserved MT14330-SG-0912
 Contents

Viewing Objects from the Search Results . . . . . . . . . . . . . . . . . . . . . . 4-8

Viewing Objects From your Home Folder . . . . . . . . . . . . . . . . . . . . . . 4-8
Activity: Finding Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9
Comparing Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12
Activity: Comparing Search Results . . . . . . . . . . . . . . . . . . . . . 4-14
Viewing the Contents of Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15
Item Revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
Item Revision Release Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
Item Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18
Activity: Setting the Item Display Filter . . . . . . . . . . . . . . . . . . 4-20
Item Revision Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25
Activity: Viewing Item, Form, and File (Dataset) Data . . . . . . . . 4-29
Activity: Test Your Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-32
Generating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-33
Activity: Generating a Report . . . . . . . . . . . . . . . . . . . . . . . . . . 4-34
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-38

Creating Data in Teamcenter Engineering . . . . . . . . . . . . . . . . . . . 5-1

User Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Creating Items from Teamcenter Engineering . . . . . . . . . . . . . . . . . . 5-3
....................................... . . . . . . . . . . . 5-4
Activity: Create an Item in My Navigator . . . . . . . . . . . . . . . . . . 5-5
Populating the Item With Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Activity: Populate the Item Revision Master Forms . . . . . . . . . . . 5-9
What is a Dataset? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10
Item and Item Revision Relations . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Activity: Create Datasets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
Dataset Checkout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18
Activity: Modify the Dataset . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-20
Dataset Files (Named References) . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23
Dataset Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-24
Activity: Open an Earlier Version of a Text Dataset . . . . . . . . . . 5-26
Changing Ownership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-28
Item Save As and Revise from Teamcenter Engineering . . . . . . . . . . 5-29
Activity: Performing a Save As and Revise . . . . . . . . . . . . . . . . . 5-32
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-36

CAD Integration - Visualization & Dataset Management . . . . . . . . 6-1

Creating 3D Visualization Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

Activity: Creating 3D Visualization Data . . . . . . . . . . . . . . . . . . . 6-3
Using Part Export Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5
How NX Manager stores Dependent Files . . . . . . . . . . . . . . . . . . 6-6
Dataset Files (Named References) . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7
Activity: Creating 2D Visualization Data . . . . . . . . . . . . . . . . . . . 6-8
Activity: Creating Dependent Files . . . . . . . . . . . . . . . . . . . . . . 6-14

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7
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Dataset Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .... . . . . . . 6-17

Activity: Open an Earlier Version of a Part Dataset .... . . . . . . 6-19
Protecting Data Using Check-Out . . . . . . . . . . . . . . . . .... . . . . . . 6-23
Activity: Perform Explicit Check-Out for NX 2 Data ... . . . . . . 6-25
Activity: Perform Implicit Check-Out of NX 2 Data .... . . . . . . 6-29
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .... . . . . . . 6-32

Viewing Product Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

What is Product Structure Editor (PSE)? . . . . . . . . . . . . . . . . . . . . . . 7-2
The BOM View Revision Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
BOM View Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4
Launching PSE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5
Product Structure Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6
Modifying Product Structure Columns . . . . . . . . . . . . . . . . . . . . . . . 7-7
Printing the BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7
Activity: Viewing Product Structure in PSE . . . . . . . . . . . . . . . . . 7-9
Release Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-11
Release Status Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-11
List of Status Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12
Revision Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-13
Activity: Changing a Revision Rule . . . . . . . . . . . . . . . . . . . . . . 7-20
Item Data Consumption While BOM Browsing . . . . . . . . . . . . . . . . 7-23
Activity: Viewing Item Data from PSE . . . . . . . . . . . . . . . . . . . . 7-24
Opening Multiple Product Structures in PSE . . . . . . . . . . . . . . . . . 7-29
Activity: Comparing Product Structures . . . . . . . . . . . . . . . . . . 7-31
Activity: Test Your Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-34
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-35

Product Structure - CAD View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Review of Release Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Configuring using Revision Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
Load Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Activity: Configuring using Revision Rules . . . . . . . . . . . . . . . . . 8-6
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14

Where Used and Where Referenced . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Performing a Where Referenced Search . . . . . . . . . . . . . . . . . . . . . . . 9-2
Activity: Perform a Where Referenced Search . . . . . . . . . . . . . . . 9-4
Performing a Where Used Search . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-7
Activity: Perform a Where Used Search . . . . . . . . . . . . . . . . . . . 9-10
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-12

Product Structure Editing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

Building Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2
Activity: Create Assembly Structure . . . . . . . . . . . . . . . . . . . . . 10-5

8 Teamcenter Engineering Product Data Management ©UGS Corp., All Rights Reserved MT14330-SG-0912
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Activity: Complete the Product Structure for Skate Line . . . . . 10-17

How does PSE work? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-19
BOM Views and BOM View Revisions . . . . . . . . . . . . . . . . . . . . . . 10-20
PSE Multiple Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-21
Activity: Creating Multiple BOMView Types . . . . . . . . . . . . . . 10-22
Alternate Occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-25
Activity: Add Alternate Fixture to the Assembly View . . . . . . . 10-26
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-29

Product Structure - Variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1

Introduction to Variant Functionality . . . . . . . . . . . . . . . . . . . . . . . 11-2

Example of Variant Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . 11-3
Modular Variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-4
Example Configuration for Modular Variants . . . . . . . . . . . . . . . . . 11-5
Terms you need to know . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6
Option Names, Types, and Operators . . . . . . . . . . . . . . . . . . . . . . . 11-6
Applying Variant Conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7
Hybrid Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7
Designing for Modularity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-8
Using Modular Variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-9
Activity: Add the Model Option to Recreational Skate Line . . . 11-12
Creating Private and External Options . . . . . . . . . . . . . . . . . . . . . 11-20
Activity: Create the New Buckle Assembly Module . . . . . . . . . 11-21
Activity: Create the Buckle Type Option . . . . . . . . . . . . . . . . . 11-26
Activity: Create the Clasp Type Option . . . . . . . . . . . . . . . . . . 11-29
Activity: Create the Variant Conditions for the Buckle
Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-34
Creating Error Checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-42
Activity: Create Error Checks for the Recreational Skate
Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-43
Configuring the Variant Structure (Setting Variant Rules) . . . . . . . 11-47
Saving Variant Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-48
Activity: Setting and Saving a Variant Configuration . . . . . . . . 11-49
Loading Saved Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-57
Activity: Test the Windrunner Model is Correctly Configured . . 11-58
Variant Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-64
Populating a Complete Variant Item Structure . . . . . . . . . . . . 11-64
Searching for and Creating Variant Items . . . . . . . . . . . . . . . . 11-65
Activity: Create a Variant Item . . . . . . . . . . . . . . . . . . . . . . . . 11-67
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-74

Workflow -View and Initiate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1

Overview of Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2

States of Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3
Initiating a Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-4

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 9
Contents

Working with the Inbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-5

Selecting the Sign-off Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-6
Check-In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-9
Activity: Initiating the Workflow Process . . . . . . . . . . . . . . . . . 12-10
Activity: Submitting Data for Review . . . . . . . . . . . . . . . . . . . 12-13
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-23

Reviewing and Dispositioning Data . . . . . . . . . . . . . . . . . . . . . . . . 13-1

Task View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-2
Process View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-5
Performing a Review Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-6
Activity: Product Engineer Review . . . . . . . . . . . . . . . . . . . . . . 13-8
How do you follow a Process after it leaves your Inbox? . . . . . . . . . 13-13
Activity: Engineering Analyst Review . . . . . . . . . . . . . . . . . . . 13-16
Using Resource Pools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-22
Delegating Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-23
Out of Office Assistant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-25
Automated Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-26
Activity: Manufacturing Engineering Review . . . . . . . . . . . . . . 13-27
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-32

Visualization Data Markup Using Portal Visualization . . . . . . . . 14-1

Where is the Visualization Data? . . . . . . . . . . . . . . . . . . . . . . . . . . 14-2
Activity: Locate and View Visualization Data . . . . . . . . . . . . . . . 14-5
Creating 3D Markup Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-8
Activity: Create 3D Markup Data . . . . . . . . . . . . . . . . . . . . . . . 14-9
Working with 3D Markup Layers . . . . . . . . . . . . . . . . . . . . . . . 14-13
Creating 2D Markup Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-16
Activity: Create 2D Markup Data . . . . . . . . . . . . . . . . . . . . . . 14-17
Working with 2D Markup Layers . . . . . . . . . . . . . . . . . . . . . . . 14-21
Procedural Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-22
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-24

Change Management - View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-1

What is Change Management? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-2
What is a Change Object? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-3
Types of Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-4
Finding Existing Change Objects . . . . . . . . . . . . . . . . . . . . . . . . . . 15-6
Change Object Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-7
Launching CM Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-8
Working in the CM Viewer Application . . . . . . . . . . . . . . . . . . . . . . 15-9
CM Viewer - Viewer Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-10
CM Viewer - Properties Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-11
CM Viewer - Process Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-12
CM Viewer - Referencers Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-13

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 Contents

CM Viewer - BOM Changes Tab . . . . . . . . . . . . . . . . . . . . . . . . . . 15-15

CM Viewer - Effectivity Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-16
Activity: Finding/Interrogating Change objects . . . . . . . . . . . . 15-18
What is Supercedure? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-26
Activity: Viewing Supercedure Data . . . . . . . . . . . . . . . . . . . . 15-29
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-33

Change Management - Create . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-1

Activity: Find and Examine existing Wheel Assy . . . . . . . . . . . . . . . 16-2
Activity: Create New Spacer and Wheel Assy Parts . . . . . . . . . . . . . 16-6
Creating a Change Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-15
Activity: Create a Change Notice . . . . . . . . . . . . . . . . . . . . . . . . . 16-18
Activity: Select the Signoff Team for CCB1 . . . . . . . . . . . . . . . . . . 16-29
Activity: Perform Tasks for CCB1 . . . . . . . . . . . . . . . . . . . . . . . . . 16-32
What are Supercedures? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-36
Activity: Finalize the Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-38
Activity: Perform Signoff for CCB2 . . . . . . . . . . . . . . . . . . . . . . . . 16-48
Activity: Review Data Created From Navigator . . . . . . . . . . . . . . . 16-54
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-60

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Index-1

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11
Course Overview

Course Description
Teamcenter Engineering Product Data Management (PDM) demonstrates
how to use Teamcenter Engineering to create, revise, and manage data in
the PDM system.

Course Objectives
The objectives of this course are to teach you how to:
• Create and manage Teamcenter Engineering integrated CAD data.

• Effectively use the Teamcenter Engineering Portal interface.

• Create and use various types of database objects.

• Differentiate between working, in-process and released data.

• Electronically disposition (approve/reject) data.

• Monitor the release process prior to and following your involvement.

• Propose, control and approve product data changes using the Change
Management application.

Key Benefits
The key benefits of this course include the following:
• increased productivity by learning through realistic projects

• hands-on work sessions to practice using Teamcenter Engineering and

NX Manager

• personal assistance from a certified instructor

• demonstrations of best practices for implementing and using Teamcenter

Engineering

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 13
Participants

Participants
Teamcenter Engineering users involved in consuming, reviewing, and
authoring data. This course teaches those tasks using the Portal interface.

Student Responsibilities
Student responsibilities to help you get the most out of this course include
the following:
• Be on time.

• Participate in class.

• Stay with the subject matter.

• Listen attentively and take notes.

• Practice, on the job, what you have learned.

• Have fun!

14 Teamcenter Engineering Product Data Management ©UGS Corp., All Rights Reserved MT14330-SG-0912
 Course Overview

How to Use This Manual

Inside each lesson are sections that include key concepts followed by an
activity to allow you to practice the concepts.
The format of the activities is consistent throughout this manual. Steps are
labeled and specify what will be accomplished at any given point in the
activity. Below each step are action boxes which emphasize the individual
actions that must be taken to accomplish the step.

Activity Example

For your benefit, each activity is organized in the following manner.

Activity: Login to Teamcenter Engineering (this is just an example)

In this activity, you will login to Teamcenter Engineering.

Step 1: Login to Teamcenter Engineering.
Start Teamcenter Engineering by ... (Actions)

Enter your ...

The Step is intended to be an increment to complete the activity.

Indented from each step are a series of actions (appearing like a square
bullet). These actions are intended to provide the button pushes to complete
the step. As you get better with Teamcenter Engineering, carefully try to do
the activity by using the steps alone.

Summary Page

Each lesson ends with a Summary page providing an overview list of the
topics that were taught in the lesson.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15
What is PDM?

What is PDM?
Product Data Management (PDM) is a tool that helps manage all the
processes, applications, and information required to design, manufacture,
and support a product throughout its life cycle.
The goal of a PDM system is to provide a single, common interface for
managing and accessing all data within an organization.
PDM systems interface with Enterprise Resource Planning (ERP) systems,
such as SAP. With PDM, ERP systems and the web interface, you have all the
ingredients for a true collaborative environment.

PDM Benefits
Following are some benefits of the Teamcenter Engineering PDM system:
• helps reduce duplicate data which reduces storage requirements

• simplifies finding data and distributing data to those who need it

• allows quick, lightweight viewing of models, which is especially useful for

verification when reviewing changes

• provides revision control and assurance of latest data

• manages assemblies and relationships between parts

• easily builds and modifies Bills of Material (BOM)

• maintains history of a product’s development evolution

• establishes relationships between requirements, specifications, and parts

• provides access control and vaulting to assure integrity of data

16 Teamcenter Engineering Product Data Management ©UGS Corp., All Rights Reserved MT14330-SG-0912
Lesson

1 CAD Integration - Creating

New Data

Purpose
The purpose of this lesson is to use Unigraphics NX 2 (NX 2) in NX Manager
mode to create piece parts and an assembly. You will also learn how to create
a non-master part file from master geometry.

Objective
The objective of this lesson is to teach you how to perform the following tasks:
• Start Unigraphics NX 2 (NX 2) in NX Manager mode.

• Identify areas of the NX 2 Interface.

• Navigate the NX Manager Part Selection dialog.

• Create Folders from the NX 2 interface.

• Use the NX Manager online Help.

• Organize data using the NX 2 Master Model approach.

• Create Piece Parts.

• Create an Assembly.

• Create a Non-master Part File from Master Geometry.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 1-1
CAD Integration - Creating New Data

What is NX Manager?
NX Manager is a data management tool used in conjunction with Unigraphics
NX 2 (NX 2). When NX 2 is used in NX Manager mode, Teamcenter
Engineering is running at the same time as a separate process. Since the two
programs communicate, you can create, store, and access your data within a
Teamcenter Engineering database.
NX Manager combines the power of NX 2 in modeling and generating data
from geometric shapes, with the power of Teamcenter Engineering in storing
and retrieving data in a controlled fashion.
The integration of NX 2 and Teamcenter Engineering provides the following
capabilities:
• management of NX 2 parts and related files

• improved access control for data over operating system capabilities

• ability to easily revise NX 2 parts, and keep all revisions of a part together

• convenient organization of data into user-defined folders

• manual and automatic check-out and check-in

• ability to easily locate stored data

• tools to facilitate workgroup and enterprise collaboration

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 CAD Integration - Creating New Data

NX 2 Window in NX Manager Mode

The following graphic shows the NX 2 window in the NX Manager mode:

The numbers on the graphic call out the various areas of the interface which
are described below:
1. Menu bar: The menu bar is located along the top of the window. The
menus listed along the menu bar are used to access NX 2 functionality.
Left-click a menu to display a pull-down menu of available options.

2. Tool bar: Tools bars surround the graphics area of the NX 2 window. The
tool bar provids quick access to commonly used menu options.

3. Graphics area: The graphics area is used to create, view, and modify
parts, assemblies, tool paths, and other geometry data using NX 2.

4. Cue line: The Cue line appears at the bottom left portion of the window.
The purpose of the Cue line is to prompt for user interaction.

5. Status line: The Status line appears at the bottom right portion of the
window. The purpose of the Status line is to give the user visual feedback
about system activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 1-3
CAD Integration - Creating New Data

Menu Bar — Pull-Down Menus

The menu bar offers a number of options from which to choose. These options
have pull-down menus associated with them that allow access to areas
of functionality.

1. Pull-down menu: Holding the first mouse button down over a menu bar
option causes the pull-down menu to display.

2. Cascade menu: Arrows to the right of the pull-down listing indicate that
further cascading options are available.

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 CAD Integration - Creating New Data

What is Unigraphics NX 2?

Unigraphics NX 2 (NX 2) is an interactive Computer-Aided Design and

Computer-Aided Manufacturing (CAD/CAM) system. The CAD functions
automate the normal engineering, design, and drafting capabilities found
in today’s manufacturing companies. The CAM functions provide NC
programming for modern machine tools using the NX 2 design model to
describe the finished part.
NX 2 functions are divided into applications of common capabilities. These
applications are supported by a prerequisite application called Gateway.
Every NX 2 user must have Gateway; however, the other applications are
optional and may be configured to meet the needs of each individual user.
NX 2 is a fully three-dimensional, double precision system that allows you to
accurately describe almost any geometric shape. By combining these shapes,
you can design, analyze, and create drawings of your products.
Once the design is complete, the Manufacturing application allows you to
select the geometry describing the part, enter manufacturing information
such as cutter diameter, and automatically generate a cutter location source
file (CLSF), which can be used to drive most NC machines.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 1-5
CAD Integration - Creating New Data

The Gateway Application

Gateway is the prerequisite for all other interactive applications, and is the
first application you enter when you open NX 2. You can return to Gateway
at any time from the other applications in NX 2 by selecting it from the
Application pull-down menu.
Gateway allows you to open existing part files, create new part files, save part
files, plot drawings and screen layouts, import and export various types of
files, and other general functions. It also provides consolidated view display
operations, screen layout and layer functions, Work Coordinate System (WCS)
manipulation, object information and analysis, and access to online help.

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 CAD Integration - Creating New Data

NX 2 in Native vs. NX Manager mode

The dialogs that display while running NX Manager are similar in
appearance to the standard NX 2 dialogs. The main difference is that instead
of working with operating system files (through the File Selection dialog in
NX 2), NX Manager allows you to select parts by their part number and
revision (through the Part Selection dialog). This capability is possible since
the part number and revision are both stored in the database.
Following are some advantages of using NX 2 in NX Manager mode over
NX 2 in Native mode:
• There’s no need to specify directories in the pathname for your parts. NX
Manager organizes and finds the parts for you.

• You can create, access and modify part files directly in the database.

• You can supply configuration rules when loading assemblies to determine

which revisions of component parts are loaded from the database (using
Load Options).

• Related files like drawings and manufacturing files can be organized with
the master geometry so that they are easy to find and manage.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 1-7
CAD Integration - Creating New Data

NX Manager Part Selection dialog

In the next few pages you will be introduced to some of the elements and
functions of the Part Selection dialog.

File→New

Choosing File→New or the New icon on the NX 2 menu bar, displays

the New Part File dialog.

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 CAD Integration - Creating New Data

Key Points
Following are some key points on using the dialog windows:
• The Title reflects the function that you have chosen.

• The Folder Tree allows you to view the contents of your Home folder.

• You can sort the columns by clicking on the column header. The columns
will sort in ascending and descending order. You can resize the columns
by dragging a column sash left or right.

• The Paste Teamcenter Engineering Object button, , allows you

to paste an Item Revision from the clipboard in the Portal interface
directly into the Part Selection dialog. This function is particularly useful
combined with the Search functionality in My Navigator.

• You can find parts by using a partial Part Number and wildcard.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 1-9
CAD Integration - Creating New Data

File→Open

Choosing File→Open or the Open icon on the NX 2 menu bar, displays

the Open Part File dialog.

Key Points

Following are key points describing the Open Part File dialog window:
• A single mouse click on an Item highlights the revision and fills in the
Part Number and Part Revision fields.

• You can also manually type in values for Part Number and Part Revision.

• You can use a wildcard search to find a part.

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 CAD Integration - Creating New Data

Activity: Navigate the Part Selection dialog

In this activity, you will start NX 2 in NX Manager mode and navigate

through the Part Selection dialog.
Step 1: Start Teamcenter Engineering Portal.
Your instructor will give you specific instructions for
launching Portal.

Upon launching Portal, the Default Application window appears.

Step 2: Log on to the Portal application.

Choose My Navigator in the Application Manager.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 1-11
CAD Integration - Creating New Data

The first time you select an Application from the Application

Manager, you will be presented with the log on dialog.

Step 3: Enter your User ID and Password.

Enter your User ID and Password in the log on dialog and
click the Login button.

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 CAD Integration - Creating New Data

The Portal application appears.

Step 4: Start NX 2 in NX Manager mode.

If necessary, use the CTRL key to de-select your Home folder.

Choose the Start/Open in NX icon .

Important! Before choosing the Start/Open in NX icon, make
sure the Home folder is not selected. If your Home folder is
selected, you will see the following message.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 1-13
CAD Integration - Creating New Data

Step 5: Familiarize yourself with the Part Selection dialog.

From NX 2, choose File→New... or click on the New icon .

Collapse and expand the Home folder.

Choose Cancel.

Choose File→Open or click one time on the Open icon .

What folders are contained in the Open Part File dialog?

____________________________________________________
____________________________________________________

Use the Sash to change the size of the columns.

Choose Cancel.

This concludes the activity.

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 CAD Integration - Creating New Data

Folders

Folders are a flexible way to organize your product information. An object

folder can contain other objects and/or other folders. Below is a typical Folder
Tree you will see when the Part Selection dialog is opened.

Key Points
Following are some key points for working in folders:
• You can organize your work by creating folders.

• A folder is basically a container in which you can put things.

• Every folder has a name. Folder names are not unique.

• Some folders are company specific and others are your own personal
organization tools.

• Folders can be nested to practically any extent desired.

• – indicates an expanded folder; + indicates a collapsed folder.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 1-15
CAD Integration - Creating New Data

Creating Folders
You can create a new folder from within the New Part File dialog if you have
write access to the selected folder. You can also create a new folder from
within the Open Part File dialog. To create a new folder, right-click over an
existing folder in the Folder Tree list. Select New Folder to create a new
folder, or Rename to rename the existing folder.

You cannot delete a folder from NX 2. You must use the Teamcenter
Engineering My Navigator application to delete folders.

Default Container
Initially, the default folder is your Home folder. To change the default folder,
right-click over the folder you want to be the new default container and
choose Make Default Container. The new default folder will remain in effect
until another default folder is chosen.

You can also double-click on a folder to make it the new default

container.

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 CAD Integration - Creating New Data

Activity: Create a Folder

In this activity, you will create a folder to organize your parts.

Step 1: Create a My Parts folder.

Choose File→New... or click the New icon .

Right-click over your Home folder and select New Folder.

The new folder is placed in your Home folder and the Name
field is highlighted.

Type in My Parts in place of New Folder and press the ENTER

key for the name to be accepted.
You can also right-click a folder object to Rename it.

Choose Cancel on the New Part File dialog.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 1-17
CAD Integration - Creating New Data

Using NX Manager On-line Help

NX Manager provides an extensive online help system. Choosing

Help→Documentation... from the NX 2 menu bar displays the following
menu.

Expand the Other book to list the NX Manager Unigraphics (UG/Manager)

help files.
To locate documentation on specific topics of interest, you can access the

search functionality by choosing the Search icon .

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 CAD Integration - Creating New Data

What is Concurrent Engineering?

The goal of a PDM system is to facilitate the communication between groups

and to move away from the serial approach to data exchange. The most
efficient method of designing products is through the use of concurrent
engineering techniques.
Concurrent engineering means that members of a team work on different
parts of a single shared product definition model at the same time.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 1-19
CAD Integration - Creating New Data

What is the Master Model Approach?

The Master Model approach enables a company to separate the derived data
for a part from the basic geometric definition of the part.
For example, drawing and manufacturing data is separated from the basic
geometric definition of a part. The idea is to create a separate "non-master
part file" belonging to the part revision and then include the master part file
as a component in it. This allows drawings or manufacturing data to be
created in the non-master part file.

The Master Model approach provides a number of benefits, including:

• Support for concurrent engineering, because the data for different
disciplines is separated and more than one engineer can work on it
simultaneously.

• The non-master data always contains the latest master definition.

• The master definition of the part is less cluttered with documentation

data, so it is smaller and uses less memory when fully loaded.

• It is possible to apply separate access controls so that the master

definition for a part is protected while allowing other data (for example,
drawings) to be worked on.

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 CAD Integration - Creating New Data

Creating a New Part

You can choose the New icon from the NX 2 toolbar to create a new master or
non-master part. This option displays the New Part File dialog.
When you create a new part, it will go in your default container.
You can choose a Part Type for your new part file. Standards set up by your
company will affect what you use for Part Type.

You can use the Assign buttons in the Part Selection dialog to automatically
generate a new Part Number, Part Revision, and Part File Name (for
non-master part files).

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 1-21
CAD Integration - Creating New Data

Naming Conventions
Standards set up by the company or project will affect naming conventions.
Contact the system administrator for specific information on the number and
types of characters for a valid file name.
• Part Numbers must be unique in the database

• Part Number/Revision must be unique in the database

Seed Part
A Seed Part is a part file that is used as the basis for a new part. The Seed
Part button provides you with access to a list of Seed Parts. Your System
Administrator controls which Seed Parts are available on this menu.

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 CAD Integration - Creating New Data

Storing Database Attributes

NX Manager enables you to store and access Teamcenter Engineering
database attributes in NX 2 part files. These are special part attributes,
which synchronize automatically with properties in the Teamcenter
Engineering database. Your system administrator can configure the set of
available database attributes and their mappings to Teamcenter Engineering
properties. NX Manager always keeps the following part attributes
synchronized between NX 2 and the Teamcenter Engineering database:
• Part Name and Description

• Part Number

• Part Revision

• Part Type

• Unit of Measure

If you modify a database attribute in the Teamcenter Engineering database,

then the database attribute in the part file will update when the part file is
loaded into a NX 2 session. If the value of a database attribute is changed in
the part file, then the property in the Teamcenter Engineering database will
update when saved.

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CAD Integration - Creating New Data

When creating a new part, you will be presented with the Edit Database
Attributes dialog which allows you to specify or change database attributes.
Highlight the desired attribute, enter the new value in the Value field and
press the ENTER key.

Your DBA can add additional attributes to this list.

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 CAD Integration - Creating New Data

Activity: Creating New Parts

Step 1: Create a new part file.

Choose File→New... or choose the New icon.
The New Part dialog appears.

Double-click your My Parts folder.

Double-clicking the My Parts folder makes it your
default container. All parts saved from this point on
reside in the My Parts folder until you identify a
new default container.

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CAD Integration - Creating New Data

Leave the Part Type set to Item.

Enter the Part Number of 5004_###, where ### represents a

number that will be designated by your instructor.

Enter 000 for Part Revision.

Leave the Part File Type set to master.

Be sure that the Seed Part setting is Inch.

Choose OK.
The Edit Database Attributes dialog displays.

Highlight the Part Name line. In the Value field type the name
Spacer and press the ENTER key.

Highlight the Part Description line. In the Value field type

Project Caster Assy and press the ENTER key.

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 CAD Integration - Creating New Data

Choose OK.
The border of the Graphics Window provides you with
information including the Part Number and Revision.

Step 2: Enter the Modeling application from the NX 2 menu bar.

Choose Application→Modeling...

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CAD Integration - Creating New Data

To see a Trimetric view of the part, choose the Trimetric icon

Step 3: Create the Spacer (a Cylinder with a Hole).

Choose the Cylinder icon (or Insert→Form

Feature→Cylinder).

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 CAD Integration - Creating New Data

The Cylinder dialog appears.

Select the Diameter, Height option.

The Vector Constructor dialog appears.

Choose the ZC Axis for the orientation of your part.

An arrow appears in the graphics window, in the ZC direction.
The Cylinder dialog appears.

Change the Diameter to 1.25 and the Height to .3125.

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CAD Integration - Creating New Data

Choose OK.
The Point Constructor dialog appears.

Verify a base point of XC=0, YC=0 and ZC=0 and choose OK. If
not, choose Reset and then choose OK.
The cylinder appears on the screen.

Choose Cancel on the Vector Constructor dialog.

Choose the Fit icon or right-click and choose the Fit

option from the pop up menu.

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 CAD Integration - Creating New Data

Step 4: Create a Hole in the Cylinder.

Refer to the Cue line to help you through the functional
steps.

Choose the Hole icon (or choose Insert→Form

Feature→Hole...).

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CAD Integration - Creating New Data

The Hole dialog appears.

The default Hole type is Simple and default Selection Step is

Placement Face.

Enter .781 in the Diameter field and select the Top face of the
Cylinder for the Planar Placement face.

Select the bottom face of the cylinder as the thru face.

The dimensions of the hole tool appear.

Choose OK on the Hole dialog.

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The Positioning dialog appears.

Select Point onto Point .

The Point onto Point dialog appears.

Select the top edge of the original cylinder as the target object.
The Set Arc Position dialog appears.

Choose Arc Center.

The Hole is created in the Cylinder.

To see a shaded representation of the model, choose the

Shaded icon .

Hold down and drag the middle mouse button to rotate the
part.

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CAD Integration - Creating New Data

Step 5: Save the part.

Choose the Save icon .

You must save the part in order for it to be stored
in the database.

Step 6: Verify that your part has been saved.

Choose the Open icon to access the Open Part File dialog.

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 CAD Integration - Creating New Data

You should see the 5004_### Spacer part in the My Parts

folder.

Choose Cancel to close the Open Part File dialog.

You have now created the first piece part for the Caster
assembly.

Step 7: Create the Shaft in your My Parts Folder.

Choose the New icon to create a new part.

Verify that your My Parts folder is the default container.

If the My Parts folder is not the default container,
double-click it to make it the default.

Leave the Part Type set to Item.

In the Part Number field, enter 5003_###, where ###

represents a number designated by your instructor.

In the Part Revision field, enter 000.

Leave the Part File Type set to master.

Be sure that your Seed Part setting is Inch.

Choose OK.

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CAD Integration - Creating New Data

The Edit Database Attributes dialog appears.

With the Part Name highlighted, type Shaft in the Value

field and press ENTER.

Highlight Part Description and type Project Caster Assy in the

Value field and press ENTER.

Choose OK.
Notice the border of the graphics window updates to reflect
your new part.

Step 8: Create the Shaft (a cylinder).

To see a Trimetric view of the part, choose the Trimetric icon

Choose the Cylinder icon .

The Cylinder dialog appears.

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 CAD Integration - Creating New Data

Choose Diameter, Height.

The Vector Constructor dialog appears.

Choose ZC axis for the cylinder direction.

The arrow appears.

Enter a Diameter of 1.125 and a Height of 2.8125 and choose

OK on the Cylinder dialog.
The Point Constructor dialog appears.

Define a base point of XC=0, YC=0 and ZC=0 and choose OK.
The Cylinder appears.
The Vector Constructor dialog displays giving you the
opportunity to create another cylinder.

Choose Cancel to dismiss the Vector Constructor dialog.

Step 9: Create a Boss on the Shaft.

Choose the Boss icon (or Insert→Form Feature→Boss...).

Enter a Diameter of .75 and a Height of 2.1875.

Select the lower planar placement face (bottom of cylinder).

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CAD Integration - Creating New Data

Choose OK on the Boss dialog.

The Positioning dialog appears.

Choose Point onto Point .

Select the lower edge of the large cylinder.

Choose Arc Center on the Set Arc Position dialog.

Choose the Fit icon to fit the cylinder to the graphics

window.

Step 10: Add a chamfer to the Shaft.

Choose the Insert→Feature Operation→Chamfer option.

By default, the Chamfer icon does not display

in the user interface.
The Chamfer dialog appears.

Choose Single Offset.

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 CAD Integration - Creating New Data

Choose the top edge of the large cylinder and choose OK.

Enter the Offset value of .125.

Choose OK on the Chamfer dialog.

Choose Cancel on the Chamfer dialog.

Step 11: Save the part.

Choose the Save icon .

You have now created the second piece part for the Caster
Assembly.

Step 12: Close All Parts.

Choose File→Close→All Parts.

Choose Yes to close all parts.

This concludes the activity.

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CAD Integration - Creating New Data

Find by Part Number

The Find command is used in the Part Selection dialog to find a part that
exists in the database. This option is available when creating a new part
(using File→New) or opening an existing part (using File→Open).
Choose File→Open, type the part number in the Part Number field and
press the ENTER key. You can use a wildcard symbol (*) when entering the
part number.

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 CAD Integration - Creating New Data

The Find node appears with the requested Find results.

The most recently requested Find requests within a session are restored
every time the Part Selection dialog is opened. Each time the dialog is
opened, the Find node displays in a collapsed state. Expand the + sign to
view the Find results.

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CAD Integration - Creating New Data

Creating Assemblies
Creating assemblies in NX Manager works similarly to creating assemblies
in standard NX 2. To create an assembly, NX Manager accesses the database
to retrieve parts through NX Manager windows.
A component part may be added to an assembly by choosing the Add Existing
option in the Components pull-down menu in the Assemblies application.
This menu contains most of the functions that affect the hierarchical
structure of the assembly and the relationships between components.
The Components pull-down menu is available as long as the Assemblies
application is turned on.

Assemblies→Components→Add Existing
The Add Existing function allows you to add a component to an assembly,
using an existing part revision. The component part to add is specified in
the Select Part dialog.

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The Select Part dialog contains a list of the master part files that are
currently loaded. You can choose a part that is displayed in the list to add to
your assembly.

If you want to specify a part that is not currently loaded, select the Choose
Part File button. This displays the NX Manager Part Selection dialog,
enabling you to choose an unloaded part revision.

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CAD Integration - Creating New Data

After you select the part to be added, the Add Existing Part dialog appears.
You can use this dialog to define how the existing part will be added as a
component object to the assembly and what information is stored with it. In
this class, the only change from defaults is the placement of the part on
the Original layers.

Layer options - Defines which layer the objects in the new component will be
added to in the current work part.
• Work - Places all objects from the component part on the current work
layer.

• Original - Places each object from the component part on the same layer
in which it resides in the component part file.

• As Specified - Places all objects from the component on the layer you
specify in the Specified Layer field that displays if you choose this option.

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Activity: Creating an Assembly

In this activity, you will create a new Caster Assembly using the piece parts
you created earlier.
Step 1: Create the Caster Assembly.
Choose the New icon.

Verify that My Parts is the default container.

In the Part Number field, enter 5000_###, where ###

represents a number designated by your instructor.

In the Part Revision field, enter 000.

Leave the Part File Type set to master and Seed Part set
to Inch.

Choose OK.
The Edit Database Attributes dialog appears.

With the Part Name attribute highlighted, type Caster Assy in

the Value field and press ENTER.

With the Part Description field highlighted, type Project Caster

Assy in the Value field and press ENTER.

Choose OK.

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CAD Integration - Creating New Data

Step 2: Turn on the Assemblies application.

Choose Application and toggle on the Assemblies option, if
it is not already toggled on.

Choose the Trimetric icon .

Step 3: Add an existing Fork component to the Caster Assembly.

Choose the Add Existing Component icon (or choose

Assemblies→Components→Add Existing...).

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 CAD Integration - Creating New Data

The Select Part dialog appears.

Select the Choose Part File button.

This invokes the Part file name dialog.

Type 50* in the Part Number field and press ENTER.

A list of all parts in the database that start with 50 appears.

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CAD Integration - Creating New Data

Expand the 5001 Item from the list.

Select the 5001/000 Fork and choose OK.

A Warning appears. The part is stored in the database as a
V17 part file. It is read-only and loading this file into NX 2 has
automatically modified the file to the NX 2 version.

Choose OK to close the Warning dialog.

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 CAD Integration - Creating New Data

The Add Existing Part dialog appears.

Choose Solid from the Reference Set pull-down menu. Leave

the Positioning field set to Absolute and the Layer Options
field set to Original.

Choose OK.
The Point Constructor dialog appears.

Choose OK to accept the default XC=0, YC=0, ZC=0.

The Fork part appears in the window.

Choose Cancel on the Select Part dialog.

Choose the Fit icon.

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CAD Integration - Creating New Data

Step 4: Add the existing Wheel component to the Caster Assembly.

Choose the Add Existing Component icon (or choose

Assemblies→Components→Add Existing...).

Select Choose Part File.

Expand the Find list.

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 CAD Integration - Creating New Data

Expand the 5005 Item.

Select the 5005/000 Item Revision.

Choose OK.
A Warning dialog appears. The Part is stored in the database
as a V17 part-file. It is Read-only and loading this file into NX
2 has automatically modified the file to the NX 2 version.

Choose OK to close the Warning dialog.

The Staging View appears in the Component Preview screen,
along with the Add Existing Part dialog.

Make sure the Reference Set is set to SOLID.

Verify that Positioning is set to Absolute and Layer Options is

set to Original.

Choose OK.

On the Point Constructor dialog, enter the following values:

XC=2.5; YC=0; ZC=–2.375.
Notice the ZC value is a negative value. It is
important to enter the ZC value as a negative.

Choose OK.

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CAD Integration - Creating New Data

Choose the Fit icon.

The wheel geometry assembly is scaled to the screen size for
easier viewing.

Step 5: Add the existing component (Axle) to the Caster Assembly.

The Select Part dialog should still be present.

Select the Choose Part File button.

Expand the Find list.

Expand the 5002 Axle Item.

Select the 5002/000 Axle and choose OK.

Choose OK to dismiss the Warning dialog.

Verify the Reference Set field is set to SOLID.

Verify the Positioning field is set to Absolute and Layer

Options is set to Original.

Choose OK.

On the Point Constructor dialog, enter the following values:

XC=2.5; YC=–1.625; ZC=–2.375.
Notice both the YC and ZC values are negative values.
It is important to enter these values as negative.

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 CAD Integration - Creating New Data

Choose OK.

Step 6: Add the Spacer you created.

The Select Part dialog should still be present.

Select Choose Part File.

Expand the 5004_### Spacer Item from the My Parts folder.

Select the 5004_###/000 Spacer and choose OK.

The Add Existing Part dialog displays.

Choose OK.

On the Point Constructor dialog, press Reset to reset the

following values: XC=0; YC=0; ZC=0.

Choose OK.

Choose the Fit icon .

Step 7: Add the Shaft you created.

Select the Choose Part File button.

Expand the 5003_### Shaft Item from the My Parts folder.

Select the 5003_###/000 Shaft and choose OK.

The Add Existing Part dialog displays.

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CAD Integration - Creating New Data

Choose OK to accept the defaults.

On the Point Constructor dialog, enter the following values:

XC=0; YC=0; ZC=.3125.

Choose OK.

Choose the Fit icon .

Save the Part.

Choose OK to dismiss the Save Warning dialog.

This concludes the activity.

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 CAD Integration - Creating New Data

Creating Non-Master Data

In the Master Model process, the master geometry is the single defining
dataset for the part. All other applications which use the part (Manufacturing,
Drafting, etc.) do so by creating an assembly containing the master geometry
as its only component.
The NX Manager database logically organizes the master geometry with
the other data created in this process. This is done through the use of
manifestations and specifications. To do this, select the existing part number
and NX 2 populates the Part and Revision fields. If there are multiple
revisions of the selected part, a revision selection can be made.

When the Part File Type selector is changed to specification, manifestation,

or altrep a name can be entered into the Part File Name field. The name is
used for the data being added to the Part. This name will be visible and
selectable later from the Open Part File dialog.
The naming convention for the Part File Name should be
standardized within your company, like the Part Number is
standardized.

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CAD Integration - Creating New Data

Adding Master Geometry to the Non-Master Part

When creating a non-master part, the Add Master toggle is available on the
New Part File dialog. This toggle is not available when master is selected
as the Part File Type.

The non-master Part File Type options are as follows:

• specification – detailed methods, designs, processes and procedures used
to satisfy requirements. The specification fully defines the Item Revision.
The specification type is commonly used for drawings.

• manifestation – non-defining "snapshots" of a particular aspect of an Item

or Item Revision at a particular moment in time. The manifestation type
is commonly used for Numerically-Controlled (NC) program files and
sometimes for drawings.

• altreps – provide a convenient way to model alternative forms of

components (i.e. deformed spring). An altrep is the only type of
non-master part that can be added or created as a component in an
assembly.

When the Add Master toggle is on, the master part file is automatically added
as a component of your non-master part file.

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If you choose to have the master part automatically added to the non-master
part, you are presented with the Add Master dialog. From this dialog, you
can control several parameters of the master part file component added to
the non-master part.

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CAD Integration - Creating New Data

Activity: Create a Drawing

In this activity, you will create a drawing of the 5003_### Shaft part. You will
be creating a manifestation from your master geometry.
Step 1: Create the new drawing.
Choose the New icon.

Select the part for which you will create the drawing
(5003_###/000).
The Part Number and Part Revision fields are filled
in automatically when you select the part.

Choose manifestation in the Part File Type field.

You have now designated a non-master part file type. Notice

that the Add Master part option is available. With this option
toggled on, the master part is automatically added, as an
assembly component, to the non-master part.

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Verify that the Add Master toggle is on (default).

In the Part File Name field, enter DWG5003_###, where ###

represents a number designated by your instructor.

Choose C-Size from the Seed Part pull-down menu.

Choose OK.

Choose OK to accept the defaults in the Edit Database

Attributes dialog.
The Add Master dialog displays. This dialog enables you to
control a number of parameters of the component that is to be
added to your non-master part.

Choose OK to accept the default values.

The master geometry is now referenced in the drawing.

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CAD Integration - Creating New Data

Step 2: Enter the Drafting application.

Choose the Drafting icon (or choose

Application→Drafting...).

Step 3: Place the drawing views.

Choose the Add View to Drawing icon (or choose Insert→

View → View from the menu bar).
The Add View dialog displays.

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 CAD Integration - Creating New Data

Choose the Import View icon from the Add View dialog.

Choose TOP from the list of views on the Add View dialog.

Place the cursor on the drawing screen where you want to

position the Top view and left-click the mouse button.
The Top view appears on the drawing, at the designated
location.

Choose TFR-TRI from the list of views on the Add View dialog.

Place the cursor on the drawing screen where you want to

position the TFR-TRI view and left-click the mouse button.
The TFR-TRI view appears on the drawing, at the designated
location.

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CAD Integration - Creating New Data

Choose the Orthographic View icon from the Add View

dialog.

Select Top as the Parent view.

Place the cursor on the drawing screen, below the Top view,
and left-click the mouse button.
The Orthographic view appears on the drawing, aligned with
and below the top view.

Choose Cancel to dismiss the Add View dialog.

Step 4: Save and Close all parts.

Choose the Save icon .

Choose File→Close→All Parts.

Choose Yes to close all parts.

This concludes the activity.

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 CAD Integration - Creating New Data

Summary
This lesson introduced you to the integration of Unigraphics NX 2 (NX 2) and
Teamcenter Engineering otherwise known as NX Manager.
• The Part Selection dialog is a key part of the NX Manager system.

• The dialogs that display in NX Manager are similar in appearance to the

standard NX 2 dialogs, however, the NX Manager dialogs deal with part
numbers and revisions instead of operating system file names.

• NX Manager keeps Part Attributes synchronized between NX 2 and the

Teamcenter Engineering database.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 1-63
Lesson

2 CAD Integration - Revising

Existing Data

Purpose
The purpose of this lesson is to demonstrate how to use Save As on existing
parts to create new parts or new part revisions.

Objective

Upon completion of this lesson, you will be able to:

• Use Save As to Create a New Part based on an existing Part.

• Use Save As to Create a New Revision of an Existing Part.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 2-1
CAD Integration - Revising Existing Data

Using Save As
You can use File→Save As... to do two things:
• Create a new revision of an existing part.

• Create a new part with a new part number.

Whether you create new parts or new part revisions is

determined by your company’s business rules.

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 CAD Integration - Revising Existing Data

Save As to Create a New Part

The File→Save As... function in NX Manager provides an easy way to create
a new part with a new part number. Your current work part can be either
a master part file or a non-master part file. You can save a master dataset
as a new part and you can save a non-master as a new non-master in an
existing Item Revision.
To save the current work part as a non-master part file, the (master) part
revision must already exist.
To save the work part as a master part file, you must specify a new Part
Number and/or Part Revision. The new part is placed in the current default
container.
The Save As operation results in a new Item, Item Revision and Dataset(s)
(datasets will be explained in a later chapter).
When using the Save As function, the standard Part Selection dialog is
displayed.

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CAD Integration - Revising Existing Data

Dependent Files
Each UGMASTER dataset may have associated files. These associated
files are called Dependent Files or Named References and may include tif,
gif and cgm files.
If there are dependent files associated with a master part file, the Copy Files
for Part dialog displays when you use the Save As command to create a
new master part file.

The Copy Files for Part dialog allows you to choose whether to copy the
associated dependent files across to the new part number/revision.

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 CAD Integration - Revising Existing Data

Activity: Save As to Create New Part

In this activity, you will make a copy of the existing 5000_### Caster
Assembly (with your new parts added) to a new Caster Assembly.
Step 1: Open the existing 5000_###/000 Caster Assembly.
Choose the Open icon.

Expand the My Parts folder, if necessary.

Expand the 5000_### Caster Assy Item.

Select the 5000_###/000 Caster Assy and choose OK.

The geometry for the existing Caster Assembly displays in
the graphics window.

Step 2: Use Save As to create the new Caster Assembly.

Choose File→Save As...

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CAD Integration - Revising Existing Data

The Save Part File As dialog displays.

Verify that the My Parts folder is the default container.

Leave the Part Type field set to Item.

Enter the new Part Number 5100_###, where ### denotes a

number designated by your instructor.

Enter 000 in the Part Revision field.

Leave the Part File Type field set to master.

Choose OK on the Save Part File As dialog.

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 CAD Integration - Revising Existing Data

Verify that the Part Name attribute is set to Caster Assy.

Highlight the Part Description attribute and enter New Caster

Assy in the Value field.

Press the ENTER key.

Choose OK on the Edit Database Attributes dialog.

You have just created a new caster assembly item,
5100_###/000 Caster Assy.

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CAD Integration - Revising Existing Data

Step 3: View the Assembly Navigator.

Choose the Assembly Navigator icon to see the

components of the assembly.

Select the push-button to keep it open (pin it in place).

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 CAD Integration - Revising Existing Data

Step 4: Swap out the existing 5001 Fork for the 5006 Fork.
In the Assembly Navigator window, right-click on the 5001
part and choose Close→Part (Modified).

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CAD Integration - Revising Existing Data

Still in the Assembly Navigator, right-click the previous 5001

node and choose Open→Component As....

The Select Part dialog displays.

Select the Choose Part File button.

Type 5006 in the Part Number field and press ENTER.

Expand the 5006 Fork Item from the Find list.

Select the 5006/000 Fork and choose OK.

Choose OK to dismiss the Warning dialog.

The 5001 Fork is replaced by the 5006 Fork in the new
assembly.

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 CAD Integration - Revising Existing Data

Step 5: Save and Close the Assembly.

Choose File→Close→Save and Close.

Choose OK on the Save Warning dialog.

Step 6: Choose Open and observe that the 5100_### Caster Assy has
been added to the My Parts folder.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 2-11
CAD Integration - Revising Existing Data

Activity: Save As to Create a new Part Revision

In this activity, you will make a new revision of your new 5004_###/000
Spacer part.
Step 1: Open the existing 5004_###/000 Spacer.
Expand the My Parts folder, if necessary.

Expand the 5004_### Spacer Item.

Select the 5004_###/000 Spacer and choose OK.

The Part is loaded in the graphics window.

Step 2: Use Save As to create the new Spacer Revision.

Choose File→Save As....
The Save Part File As dialog displays.

Click the Assign button for the Part Revision field.

The Part Revision field is updated to 001.
The new Part Revision is created.

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 CAD Integration - Revising Existing Data

Choose the Open icon and expand My Parts.

Expand the 5004_### Item to see the new Revision.

Choose Cancel on the Open Part File dialog.

Step 3: Close All Parts.

Choose File→Close→All Parts.

Choose Yes on the Close All Parts warning dialog.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 2-13
CAD Integration - Revising Existing Data

SaveAs Non-Master Part Files dialog

The SaveAs Non-Master Part Files dialog is incorporated into the Save As
sequence in the following situation:
• Your current work part is a master part file, and

• your current work part has one or more non-master part files (drawings,
manufacturing data, etc.) belonging to it, and

• you intend to save the current work part as a master part file with a new
part number and/or a new part revision.

The Non-Master part files section of the dialog pertains to the non-master
part files associated with the master part file.
Using the Non-Master part files section of the form you can:
• Select, from the list of associated non-master part files, the specific
non-master part files you want saved with the new master part.

• Choose the SaveAs All button to save all of the non-master part files
with the new master part.

• Choose the SaveAs None button to prevent the non-master part files from
being saved with the new master part.

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 CAD Integration - Revising Existing Data

An Item Revision can contain a UGMASTER dataset and as many non-master

datasets as you wish (for example, drawings, manufacturing, scenario, and
altreps). Each of the datasets may have other files inside of them. These
are called Dependent files or Named References (for example, tif, gif and
cgm files).
The SaveAs Non-Master part files dialog allows you to copy the associated
non-master and dependent files across to the new part number/revision.
The Options for Dependent Files section of the dialog pertains to the
dependent files associated with the non-master part files that are related
to the new master part. Using this section of the dialog you can indicate
whether you want to select which dependent files to copy, copy all, or copy
none of the associated dependent files.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 2-15
CAD Integration - Revising Existing Data

Activity: Save As that includes Non-Master Data

In this activity, you will execute a Save As task that includes non-master data.
Step 1: Open the existing 5005 Wheel.
Choose the Open icon.

Type 5005 in the Part Number field and press ENTER.

Expand the 5005 Item and Item Revision.

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 CAD Integration - Revising Existing Data

Notice the Item Revision contains two files.

Select the 5005-000 master from the Find list and choose OK.

Choose OK to dismiss the Warning dialog.

Close the Information window.

Step 2: Use Save As to create the new Wheel.

Choose File→Save As....

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 2-17
CAD Integration - Revising Existing Data

The Save Part File As dialog displays.

Verify the My Parts folder is the default container.

Ensure that the Part Type field is set to Item.

Enter 5555_### in the Part Number field, where ### denotes a

number designated by your instructor.

Enter 000 in the Part Revision field.

Ensure that the Part File Type field is set to master.

Choose OK on the Save Part File As dialog.

The Edit Database Attributes dialog displays.

Choose OK on the Edit Database Attributes dialog.

The SaveAs Non-Master part files dialog displays.

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 CAD Integration - Revising Existing Data

Choose OK.

Close the Information window.

You have just created a new 5555_###/000 Wheel with the
non-Master data.

Choose the Open icon and expand the My Parts folder.

Expand the 5555_### Item and Item Revision.

Notice that the name of the DWG file did update.

Automatic name change for non-master files is

implemented using the DATASET_saveas_pattern
preference in the IMAN_DATA/.iman_env file.

Choose Cancel on the Open Part file dialog.

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CAD Integration - Revising Existing Data

Step 3: Exit NX Manager.

Choose File→Exit.

Choose Yes.

Step 4: Exit Teamcenter Engineering.

Choose File→Exit.

Choose Yes.

Close any command windows that are open.

This concludes the activity.

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 CAD Integration - Revising Existing Data

Summary
• The File→SaveAs... function provides an easy way to create a new part
from an existing part.

• You can do a Save As to create a new part.

• You can do a Save As to create a new revision of an existing part.

• If a master part contains non-master part files, you can revision the
master and non-master part files in a single Save As operation.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 2-21
Lesson

3 The Teamcenter Engineering

Portal Interface

Purpose
The purpose of this lesson is to show you the basics of using the Teamcenter
Engineering Portal interface.

Objective

Upon completion of this lesson, you will be able to:

• Start Teamcenter Engineering

• Identify Key Areas of the Portal Interface

• View and Change Group and Role Settings

• Modify Properties Columns in Navigator

• Access Online Help for Teamcenter Engineering

• Work with Folders

• Execute General Database Searches

• Modify Object References using Cut, Copy, Append, and Paste

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 3-1
The Teamcenter Engineering Portal Interface

Starting the Teamcenter Engineering Portal Interface

When you initially start Teamcenter Engineering, the Default Application
window displays.

Application icons display along the left border of the startup window. This
section of the window is referred to as the Application Manager.

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After using Teamcenter Engineering for a few sessions, only the application
icons you use most frequently display in the Application Manager. This is
known as “adaptive display.” A More... button provides access to a list of the
other applications licensed at your site.

To add application icons to the Application Manager, select the application

icon from this list.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 3-3
The Teamcenter Engineering Portal Interface

Teamcenter Engineering Application Startup

Selecting an application icon from the Application Manager initiates the

login dialog.

• Red asterisks indicate required fields.

• The Database field displays the database you will connect to in this
session.

• Enter the required data and choose OK to start a Portal session that
uses the selected database.

Key Points
The following are key points on starting Teamcenter Engineering Portal
Interface and Applications:
• The Portal user interface is a stand-alone program.

• This means that you can launch the user interface without logging in.

• When you initially start up Teamcenter Engineering, no applications

are selected.

• When you select an application, you are presented with a login prompt.

• As you select applications, the applications get loaded into memory.

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Activity: Starting Teamcenter Engineering

In this activity, you will start Teamcenter Engineering.

Step 1: Start Teamcenter Engineering.
Your instructor will give you specific instructions for
launching Portal.

Upon launching Portal, the Default Application window displays.

Step 2: Start My Navigator.

Choose the My Navigator icon in the Application Manager.

The first time you select an Application from the Application

Manager, you are presented with the Login dialog.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 3-5
The Teamcenter Engineering Portal Interface

Step 3: Enter your User ID and Password.

In the Log in dialog, enter your User ID and Password and
choose Login.

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The My Navigator window displays.

This concludes the activity.

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The Teamcenter Engineering Portal Interface

Application Manager
The following applications, if licensed at your site, can be launched from
the Application Manager:

• My Navigator is the workspace used to manage your product information.

• PSE, the acronym for Product Structure Editor, is used to view, create,
and modify product structure and its associated occurrence data.

• Architecture Modeler provides a mechanism to plan and control the

evolution of product structures by building generic structures of products
that contain a high degree of variability. Architecture Modeler uses
architecture breakdowns to create and disseminate design content and
product variability. Product contexts, a component of architecture
breakdowns, are created in the DesignContext application.

• DesignContext enables you to quickly focus on a particular work part

and any other parts affected within the context of a change to that part.
Use this application to select a Product Item and configure revisions
of components, configure variants of the assembly, review the set of
components, retrieve the components, and initialize their display in a
CAD application or a visualization application.

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• Collaboration Context allows users to create, browse, and modify a

collaboration context and its associated data. The associated data includes
one or more structure contexts and other specified data. Structure
contexts may contain one or more BOMs or assembly structures and may
have different configuration rules. You can create and manage structures
entirely with the Collaboration Context application. You can also create
structures in another application such and Product Structure Editor or
Manufacturing Structure Editor, then manage them with Collaboration
Context. Collaboration Context may be considered a project folder that
contains all of the information associated with a project and allows data
to be shared by different applications such as Teamcenter Engineering
and an external CAD application.

• CM Viewer, is used for change management to propose, modify, review,

and approve changes to a product’s definition or configuration.

• Classification is used to create and maintain a hierarchical classification

structure based on the attribute values of your Teamcenter Engineering
objects.

• Workflow Viewer is used to view the progress of any Workflow process

(even if you are not a participating member of the process).

• Referencers supports the combined Where-Used and Where Referenced

functions, enabling you to perform either function in the same display.

• Simulation Process Studio allows experienced users to build customized

CAD, CAM, or CAE process templates for use in routine design,
manufacturing, and analysis cycles. Simulation Process Studio has two
components, a builder tool and a consumer tool. The builder tool, which
is used to build and manage process template data, can be launched
from Teamcenter Engineering. The consumer tool can be launched only
from NX.

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The Teamcenter Engineering Portal Interface

Selecting Applications
There are multiple ways to start applications in Portal:
• Choose the application icon from the Application Manager.

• Use the Send To command on the pop-up menu.

• Drag-n-drop an object on an application icon.

Using the Application Manager

Use the Application Manager to launch the applications that you want to run
in a session. Click the icon of the application that you wish to launch.

The application icons are organized and displayed by product group.

• The Engineering group of application icons, shown in the graphic, provide
access to the PDM user applications in Teamcenter Engineering.

• Choose Manufacturing to access the applications icons for the Teamcenter

Manufacturing product.

• Choose Admin to access to the Administration applications icons.

• Choose Utilities to access the product utilities.

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Using the Send To Command

You can also launch an application using the Send To command on the pop-up
menu. For example, selecting an Item or Item Revision and selecting Send
To→PSE launches the PSE application.

Using Drag-n-Drop
Similar to the Send To command technique, you can drag-n-drop objects over
application icons to launch the applications.

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The Teamcenter Engineering Portal Interface

Logging Out of Teamcenter Engineering (Portal)

To log off from Teamcenter Engineering, choose File→Exit and confirm the
Exit dialog.

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My Navigator Overview
My Navigator is your window into the database. Following is a graphic of the
standard Teamcenter Engineering My Navigator interface.

Use My Navigator to:

• Organize your product information

• Create objects, perform check-in/check-out (CICO), task management,

and query execution

• Store references to objects you access frequently

• Perform and track tasks in your Inbox

• Send and receive Teamcenter Engineering mail

• Conduct searches

• Create and manage data

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 3-13
The Teamcenter Engineering Portal Interface

Portal Lite for NX Manager Products

A restricted version of Portal is available for some NX Manager products,

including NX Manager Unigraphics and NX Manager I-deas. This restricted
version of the Portal interface is referred to as Portal Lite.
• In Portal Lite, My Navigator is the only application available and several
of the standard My Navigator menu bar options are disabled.

• Portal Lite is suitable for use as a CAD data management tool and can be
used to organize, store, retrieve, and version product data.

The My Navigator functionality available in Portal Lite is a subset of the

more comprehensive My Navigator functionality taught in this course.

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Folder Object Behavior

The folder icon toggles between a closed and open state. Double-click on a
folder (or click the + sign) to open it.

Selecting an object folder and choosing File→Open displays the selected

folder as a tab in the My Navigator display.

You can return to your Home folder by clicking the Open Home Folder icon
.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 3-15
The Teamcenter Engineering Portal Interface

My Navigator Tabs
My Navigator displays tabbed sheets to provide easy access to the objects,
queries, and tools used to manage your product data.
There are two levels of tabs. The following graphic shows an example of the
first level of tabs in My Navigator:

You control which tabs display in the first level of tabs. These tabs may
include:
Your Home folder
Folders, Items, or Item Revisions you have opened using the File→ Open
command
Open Queries you have executed in this or previous sessions
Your open Inbox

Key Points
Following are key points related to the first level tabs:
• Once a tab is displayed, it will remain displayed until you close it.

• The Home folder tab allows you to access the contents of your Home folder.

• Query tabs display the results of a query. The red circle with a white dash
indicates that the query has not been run in the current session. This
tab can be repositioned or closed.

• You can right-click a query tab to display, reposition and rename the tabs
to best support the task you are performing.

• Item/Item Revision tab allows you to access an open Item or Item Revision.

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The following graphic shows the second level of tabs in My Navigator:

These tabs are static and provide access to information about the selected
object.

Key Points
Following are key points related to the second level tabs:
• The Properties tab displays the properties table corresponding to the
selected object.

• The Viewer tab launches the Portal Visualization application used to

view the 2D or 3D format of selected objects. You can also view graphics
for DirectModel datasets.
If you select multiple components to view, each component displays in a
separate cell. If the component has an associated viewer, the image file
displays. If there is no associated viewer, the cell for that component
contains the name and type of the component.

If there is no associated viewer for a selected component, such

as a Folder or an Engineering Change, a generic viewer displays
the properties of the selected component. In some cases,
properties of the object can be edited.

• The Referencers tab displays the same window that displays when you
access the Referencers application. In this tab, you can view the Where
Referenced and Where Used relationships for the selected object.

• The Display Data tab becomes active upon successful execution of a query.
Properties of the objects in the search results can be viewed in the Display
Data tab.

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The Teamcenter Engineering Portal Interface

Group and Role Settings

Your account has been set up by your system administrator. The account
consists of the following:
Person Name: Your actual name
User Name: Your Teamcenter Engineering account name
Your system administrator has also set up the necessary Groups in the
software. A User may be in multiple groups. One group is designated as
your default group.
Inside a Group, you (as a User) can perform multiple Roles.

Take for example, the person Joan Wayne. The User account for this person
is jwayne. Joan is in two groups, baseline (default group) and training. Inside
the baseline group, Joan performs the role Instructor. Inside the training
group, Joan performs the roles Author and Consumer.
The User Name, Group, and Role for the logged in user displays in the My
Navigator window frame. The following graphic shows an example of the user
information displayed in the My Navigator window frame:

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Why have Users, Groups, and Roles?

There are several reasons why using different groups and roles is beneficial:
• manage data access privileges (Read, Write, and Delete)

• define and control review/approve processes

• improve communication by providing information about users, such as

phone numbers and email addresses

• organize data according to which group created it

Verifying/Changing your Group and Role Setting

Changing your Group or Role may be required for you to find or access data
in the system. Typically you will be working from your default group and
your data will be created with that group.
Choosing Edit→User Setting... displays the User Settings dialog.

From the User Settings dialog, choose Session to verify and/or change your
current Group/Role setting.
Select your desired Group and Role from the pull-down menus and then
choose OK.

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The Teamcenter Engineering Portal Interface

Project Members
Teamcenter Engineering sites can control access to objects by multiple
organizations such as project teams, development teams, suppliers, and
customers through use of Projects.
Access to objects in projects is controlled on a project by project basis, thereby
adding an additional level of data security. Viewing and creating objects in
projects is restricted to the members specifically assigned to the project.
Members are assigned to a project by the Project Administrator or Project
Team Administrator for the project.
Individual users and entire groups can be assigned to a project. The roles
assigned to the individual user and group members carry over into the
projects to which they are assigned.

The access team members have to objects in the project depends on the team
member type to which they are assigned. All team members have read access
but only Privileged Team Members can add, modify, or delete objects in the
project.
The check mark next to Wayne, Joan (waynetr), shown in the Selected
Members panel of the Member Selection dialog, indicates that the user
waynetr is assigned as a privileged team member.
Creating projects and assigning team members is an administrative
function taught in the Teamcenter Engineering Application
Administration course.

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Activity: My Navigator Overview

In this activity, you will familiarize yourself with the My Navigator

application.
Step 1: Familiarize yourself with My Navigator application.
Select each pull-down menu and view the various options.

Move your mouse over various icons on the Toolbar.

Where is the Clipboard ? Is it empty?

Step 2: Go to your Newstuff Folder.

Select the Newstuff folder and choose Open .

The Newstuff folder is opened and displayed on a new tab.
There is nothing in your Newstuff folder at this point.

Position your cursor on the tab, right-click and choose Move

To→Left to move the Newstuff tab to the left.

Position your cursor on the tab, right-click and choose Move

To→Right to move the Newstuff tab to the right.

Open the Inbox .

Return to the Home folder.

Right-click on the Newstuff folder and send the folder to the

Referencers application.

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The Teamcenter Engineering Portal Interface

Return to My Navigator.

Verify the Access on the Newstuff folder by looking at the

Information center.
You can view the ’protections at a glance’ using the
Information Center in the lower right corner of the
My Navigator window.

Select the Newstuff folder and choose the Copy icon .

Left-click the Clipboard button to view the Clipboard contents

Close the Clipboard Contents window.

Move your cursor over the tab bar, right-click and choose Close
All to close all open tabs.

Step 3: Return to your Home folder.

Select the Open Home Folder icon.

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Step 4: View your Group and Role Setting.

Choose Edit→User Setting...

Verify your group and role.

Do not change your group or role at this time.

Choose Cancel.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 3-23
The Teamcenter Engineering Portal Interface

Modifying Properties Columns in My Navigator

You can modify the Properties columns in My Navigator by:
• sorting columns

• changing the column width

• removing/inserting columns

• clicking a column header and dragging it to a new location

You can also sort the rows in the Properties tab by column contents and print
the contents of the Properties tab in table format.

It is a good practice to leave the Object and Type columns as the

first and second columns in the Properties table.
Also, display only the column options you view/change frequently.
The more columns you display, the longer it takes to expand the
folders and items.

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Adding Columns to the Properties Table

To add columns to the Properties table, right-click on a column header and
select Insert Columns from the pop-up menu.

The Insert Columns dialog appears. When inserting columns, choose either
Item or Folder.

Choose Folder from the Insert Columns list and choose Next.
Highlight the desired properties and click the + sign.

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The Teamcenter Engineering Portal Interface

Choose Finish and Close when you are done selecting columns. The dialog
is dismissed, and the columns corresponding to the selected properties are
displayed in the table.

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Activity: Modifying Properties Columns in Navigator

In this activity, you will modify the Properties columns in My Navigator
application.
Step 1: Add the columns for Date Released and Description to the right
of the Release Status column.
In the Properties table, scroll to the right to locate the Release
Status column.

Right-click the Release Status heading and choose + Insert

column(s) from the Table Function Menu.

The Insert Columns dialog appears.

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The Teamcenter Engineering Portal Interface

Choose Folder then Next.

Highlight the Date Released and Description properties

(using the CTRL key).

Click the + sign.

Choose Finish.

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 The Teamcenter Engineering Portal Interface

Choose Close.
The Description and Date Released columns appear in the
Properties table.

Left-click on the Date Released column heading, drag the

column to the right of the Release Status column.

Left-click on the Description column heading, drag the column

to the right of the Date Released column.

Step 2: Change the size of the some of the properties columns (making
them bigger or smaller) by dragging the sash bars.
This concludes the activity.

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The Teamcenter Engineering Portal Interface

Using Online Help

Teamcenter Engineering provides an extensive online help system which is
referred to as the "Online Help Collection."
Choosing Help→Help→Help Library from the Navigator menu bar displays
access to the entire help collection.

You can choose a link to the documentation of interest from this screen.
To locate help on specific topics or terms, you can access the search

functionality by choosing the Search icon .

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Choosing Help→Help→Current Application from the Navigator menu bar

displays help for the current application.

You can navigate to a help topic by choosing a link from the Contents panel
or choosing a term from the Index panel.
To locate documentation on specific topics or terms, you can use the search
functionality. Access the search functionality by choosing the Search icon

or the Search tab.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 3-31
The Teamcenter Engineering Portal Interface

Working with Folders

Folders are used in Teamcenter Engineering to organize data. This section
teaches the basics of how to work with folders.

What are Folders?

This is a typical Folder icon in Teamcenter Engineering: .

• Folders can be used as a tool to organize both company-wide and
individual user data.

• Your company may create a visual method of organizing data using

folders.

• Data can be referenced by any number of folders.

• Folders can be nested to practically any extent desired.

• A folder in Teamcenter Engineering is not the same as a directory in the

operating system.

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Home, Newstuff and Mailbox Folders

The My Navigator application always contains the three default folders:

Home, Mailbox, and Newstuff. These folders are automatically created by the
system and cannot be moved or deleted.

Home Folder

All objects you wish to access with the My Navigator application are placed
within your Home folder or within some folder structure beneath the Home
folder.

Mailbox Folder

The Mailbox folder is the receiving point for any Teamcenter Engineering
mail that has been sent to you. When you receive new Teamcenter
Engineering mail, you will see an envelope display next to the Clipboard.
After expanding your Mailbox and reviewing your message(s), the envelope
indicator disappears.

Newstuff Folder

The Newstuff folder is the default folder for newly created database objects.
You can designate other folders as the default location for newly created
database objects.

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The Teamcenter Engineering Portal Interface

Folder Object Behavior

The Folder icon toggles between a closed and open state. To expand or
collapse a folder, choose the + or - symbol next to the Folder icon.

You can also double-click on the Folder icon to expand/collapse it.

Selecting a folder and choosing the Open icon (or File→Open) opens a
new My Navigator tab with that folder expanded at the top level.
For example, select the My Parts folder and choose the Open icon to display a
My Navigator window with the My Parts folder at the top level.

You can return to your Home folder by clicking the Open Home Folder icon.

The Home folder tab is now the top level folder in the My Navigator window.

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Creating Folders

Folders are a flexible way to organize your product information. An object

folder can contain other objects and/or other folders.
Choose File→New→Folder... to create a new folder.

Key Points
Key points about the New Folder dialog include the following:
• A red asterisk indicates a required field.

• Enter a short descriptive name in the Name field. The limit is 32 ASCII
characters.

• You can enter a general text description of up to 240 characters. This

field is optional.

• Setting the Type to Folder is recommended for general purpose

folders.

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The Teamcenter Engineering Portal Interface

Renaming Folders
To change the name of the folders you create, select the folder and choose
View→Properties...
This displays the Properties dialog for the selected folder.

From the Folder Properties dialog box, you can enter a new Name and/or
Description for the folder, if desired.

Moving Folders
You can reorder the object folders in your Home folder structure by moving
them up or down.

Selecting an object folder and choosing Edit→Move→Up moves that folder up

(closer to the top-level folder) in the My Navigator object area.
Conversely, selecting an object folder and choosing Edit→Move→Down moves
that folder down in the My Navigator object area.

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Deleting Folders

To delete a folder, choose the folder and choose the Delete icon. A
confirmation dialog displays so you can confirm the deletion.

Choose Yes if you want to delete the folder.

When deleting a folder, the contents of the folder are not deleted.
The folder contents remain in the database and can be located and
retrieved using the Search feature in My Navigator.

Printing Folders

Printing a folder prints the folder name and a listing of the folder contents.
To print a folder, select the folder and choose File→Print or File→Print....

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The Teamcenter Engineering Portal Interface

Performing a General Query

You can use the My Navigator search feature to locate data in the database.
Teamcenter Engineering uses predefined query forms as templates for
entering your search criteria. These query forms provide a fast, form-based
interface to locate the desired data.
Using the General... query form, you can search the database for many
different types of workspace objects (for example, folders or datasets).

To perform a general query, first choose the Search icon.

Next, select the General... query option from the Select a Query pull-down
menu.

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The General... query form displays.

If necessary, click More... to display all fields on the General

query form.

The following list describes the fields on the General query form that are used
most often in performing a search:
• Name: Allows you to search for a particular object in the database based
on its name property.
If you do not know the exact folder name for which you are
searching, you may use a wildcard character (*) or period (.) in
the Name field to broaden the search. Use an asterisk (*) to
replace a string of any length. Use a period (.) to replace one
character.

• Description: Allows you to search for a particular object in the database

using extra descriptors that may have been defined by the object’s creator.

• Type: Allows you to selectively choose the type of object you are looking
for.

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The Teamcenter Engineering Portal Interface

• Owning User and Owning Group: If you know the Owning User or
Owning Group, select them from the pull-down menu. Otherwise, leave
these fields blank to search for an object that is not owned by you.

To clear the contents of the query form fields, choose the Clear icon .

Example: Finding a Folder

Suppose you want to search for a Folder that is not owned by you. You know
the Folder name starts with “orient” but you are not sure of the entire name.
• Choose the Search icon.
– Choose General... from the query pull-down list.

– Choose the Clear this query form icon to clear the Owning User
and Owning Group fields.

– Set Type to Folder.

– Enter the search criteria (Name = orient*).

– Choose the Execute this query icon.

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The search results are displayed on a new tab in My Navigator. The name on
the query tab matches the name of the query form that you used.
A number is added to the name of the query tab so if multiple
queries are run using the same form, you can differentiate between
query results.

You can expand the Orientation folder to view its contents or copy/paste a
reference to the data into your Home folder.
Typically, you will perform a search to locate data and then transfer the
object to another application to begin your work.

Renaming Search Results

Since multiple query components can be open simultaneously in your My
Navigator window, you may want to rename the query tabs to make your
workspace easier to use.
Right-click on the search results tab and choose Rename. This brings up a
Rename dialog.

Enter the desired name for your query, such as Find Orientation, and choose
OK.

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The Teamcenter Engineering Portal Interface

Display Data
The Display Data tab becomes active upon successful execution of a query.

Properties of the objects in the search results can be viewed in the Display
Data tab based on the Property Format Finder (PFF) you can select from the
Select Property Formatter pull-down list.

Property Format Finders are also used in generating reports. The procedure
for defining a PFF is taught in the Teamcenter Engineering Application
Administration course.

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Key Points
Following are some key points about search results:
• Dynamic display allows you to work with objects in the search results
window.

• Active search results tabs are maintained between sessions.

• Multiple results tabs can be displayed in My Navigator.

• Search results can be compared to other search results or to the contents

of your Home folder.

• Search results can be renamed, saved, or printed.

• The Display Data tab can be used to view additional data related to
the objects in the search results.

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The Teamcenter Engineering Portal Interface

Refreshing the Query Form

Query results tabs are retained in your My Navigator window from session to
session. However, when you begin working in a new session, it is necessary to
refresh the queries to update the results.
If a query has not been executed in the current session, a red circle containing
a white dash is displayed on the query tab .
To refresh a query in a new session, simply click the query tab.

To refresh a query subsequent times during a session choose the Refresh

icon or right-click the query tab and select Refresh from the pop-up menu.

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Activity: Finding and Working with Folders

In this activity, you will use the Search tool to find the Orientation folder.

Step 1: Find the Orientation folder.

Choose the Search icon .

This brings up the Search window.

Choose General... from the Select a Query pull-down list.

The General query form displays.

If necessary, click More... to display all fields on

the General query form.

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The Teamcenter Engineering Portal Interface

Choose the Clear this query form icon to clear the default
Owning User and Owning Group settings.

Enter orient* in the Name field.

From the Type drop-down list, scroll down the list and select
Folder.
You may need to stretch the Search window to access
the Type pull-down.

Once you have entered all the information for your query,

choose the Execute this query icon .

The search results are displayed in a new tab. The name on the
query tab matches the name of the query form you used.

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Step 2: Rename the query results tab.

You can rename the query results tab to help you remember the
details of the search.

Right click on the search results tab and choose Rename.

This brings up a Rename window.

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The Teamcenter Engineering Portal Interface

Enter the desired name for your query: Folder, Orient*.

Choose OK.
This name appears on the tab in the My Navigator window.

Step 3: Close the Search window by clicking the Search icon to deselect
the function. Or, click the small ’x’ in the upper right corner of the
Search window to close the window.

Step 4: Create a new folder called My Folder in your Home folder.

Return to your Home folder by clicking the Home tab or by
choosing the Open Home folder icon.

Select/highlight the Home folder and choose

File→New→Folder...

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Select Folder as the Folder Type.

Choose the More... link to display the list of folder

types.

Enter the folder Name My Folder.

Leave the description field blank.

Choose OK.
The folder appears in your Home folder.

Step 5: Rename the new Folder you created.

Select your new folder and choose View→Properties....
The Folder Properties dialog for the selected folder displays.

Scroll down through the list of properties.

In the Name field, change My Folder to Items.

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The Teamcenter Engineering Portal Interface

Choose OK.

Step 6: Practice using the Edit→Move commands to move folders up or

down in the folder structure.

Step 7: Close all tabs by right-clicking on a tab (such as the Home tab)
and choosing Close All.

Step 8: Go to your Home folder.

This concludes the activity.

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Activity: Test your Skills

Use the concepts presented in this section to do the following.

Step 1: In your Newstuff folder, create a folder named My Other Folder
with a description of Test your skills.

Step 2: Change the Description for My Other Folder to Training.

Step 3: How many folders in the database have the description of

“Training”?

_________________________________________

This concludes the activity.

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The Teamcenter Engineering Portal Interface

Referencing Database Objects

While it appears that object folders "contain" other objects (because that is
what you see) the folders actually contain pointers or references to the objects.
The distinction is subtle but very important. Several folders can contain
references to the same object, however, that object is only stored once in the
Teamcenter Engineering database.
Therefore, these folders provide pointers to the same product information and
allow product information to be shared throughout your enterprise without
having to make multiple physical copies of the data.

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Using Cut, Copy, Paste, and Append

To modify an object reference, you can select the desired object and use the
Cut, Copy, and Paste icons.
The Append toggle can be used to retain the existing objects in the Clipboard
while adding to the Clipboard contents using the Cut and Copy commands.

Key Points
Following are key points about the cut, copy, paste, and append functions:
• These are "clipboard" commands which means that they place information
on the Clipboard (via cut or copy) and "paste" it to another location.

• These commands affect only the references to objects stored in the

database; they do not cut, copy and paste actual objects.

• Cut takes the object’s reference out of the folder and puts it on the
Clipboard. It does not delete an object from the database.
Any existing objects in the Clipboard are overwritten by the cut objects.

To actually delete an object from the database, use the Delete

command.

• Copy puts a new reference to the object on the Clipboard; the original
reference to the object remains in the folder.
Any existing objects in the Clipboard are overwritten by the copied objects.

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The Teamcenter Engineering Portal Interface

• Toggle on Append to add the selected objects to the Clipboard contents.

The existing objects in the Clipboard are retained.

The Append toggle is located on the Clipboard pop-up menu.

The Clipboard pop-up menu can be accessed by right-clicking
the Clipboard button when the Clipboard contains one or more
objects.

The pop-up menu is not available when the Clipboard is empty.

• Paste places a reference to the object or objects that are in the Clipboard
into the selected folders. The object reference is not taken off the
Clipboard, so you can perform multiple Paste operations.

To highlight multiple objects, you can hold down the Shift key
to select objects in a range or the Ctrl key to select objects in
a discontinuous range.

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Activity: Modifying Object References

In this activity, you will use the Copy and Paste actions to place the 6505
Racing Skate folder into your Home folder.
Step 1: Find the 6505 Racing Skate Folder.

Choose the Search icon.

If necessary, select General... from the query drop-down list.

Choose the Clear this query form icon.

In the Name field, enter 6505*.

Change Type to Folder.

Choose the Execute this query icon .

The search results are displayed in a new tab.

Close the Search window by choosing the Search icon.

Step 2: Copy and Paste the 6505 Racing Skate folder into your Items folder.
Highlight the 6505 Racing Skate folder from the Search results.

Choose the Copy icon (or Edit→Copy).

Choose the Open Home Folder icon (or the Home folder
tab) to return to your Home folder.

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The Teamcenter Engineering Portal Interface

Highlight the Items folder and choose the Paste icon

(or Edit→Paste).

Step 3: Expand the 6505 Racing Skate folder to view its contents.
Click the + sign to expand the 6505 Racing Skate folder to
view its contents.

This concludes the activity.

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Activity: Test Your Skills

Use the concepts presented in this section to do the following.

Step 1: Find the Folder named Consumer Class and paste a reference into
your Newstuff folder.

Step 2: How many Consumer Class folders exist in the database?

_________________________________________

This concludes the activity.

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The Teamcenter Engineering Portal Interface

Summary
The Portal framework can be used as an enterprise desktop to other related
applications used within an organization.
• My Navigator is your window into the database.

• The folder icon toggles between a closed and open state. Double-click
on a folder to open or close them.

• To return to your Home folder, select the Open Home Folder icon.

• You can modify the Properties column in the Navigator application by

Removing/Inserting columns or by clicking a column header and dragging
it to a new location.

• Display only the column options you view/change frequently.

• Changing your Group or Role may be required for you to find or access
data in the system. Choose Edit→User Settings and choose Session to
verify and/or change your current Group/Role setting.

• Use My Navigator to store references to objects you access frequently.

• My Navigator will always contain the three default folders: Home,

Mailbox, and Newstuff.

• To find an existing folder, choose Search and perform a General query

with the Type set to Folder. Be sure to clear the Owning User and
Owning Group fields if the folder is not owned by you.

• To change the Name of a Folder, select the folder and choose

View→Properties..., then enter a new Name and choose OK.

• To delete a folder, select the folder and choose Edit→Delete.

• When you delete a folder, the folder contents are not deleted.

• For data that you need to access frequently, you should copy/paste a
reference to it in your Home folder.

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• The Cut, Copy and Paste commands only cut, copy, and paste references
to objects stored in the database; they do not cut, copy and paste actual
objects.

• Toggle on Append to add objects to the Clipboard (using the Cut or Copy
command) without overwriting the existing contents of the Clipboard.

• To highlight multiple objects, you can hold down the SHIFT key to select
objects in a range or the CTRL key to select objects in a discontinuous
range.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 3-59
Lesson

4 Finding and Viewing Data

Purpose
The purpose of this lesson is to demonstrate how to find and view data in
Teamcenter Engineering.

Objective
Upon completion of this lesson, you will be able to:
• Execute searches to find Item objects.

• View File and Form data associated with Items.

• Set the Item Display option to filter the Item Revisions display.

• Generate Reports.

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Finding and Viewing Data

What are Items?

Items are the fundamental objects used to manage information in Teamcenter
Engineering. Items are generally used for data that is configuration or
revision-controlled.
Items are used to collect a variety of different types of business data - from
CAD files for products, to document files such as specifications and reports.
Each Item has a label containing two separate pieces of information:
• Item ID - a unique identifier for that Item; no two Items can have the
same Item ID. Generally you can think of Item ID as "Part Number"
or "Document Number."
In the example graphic, 1503 is the Item ID.

• Item Name - a short description usually for logical names like Bolt,
Bracket or the title of a document.
In the example graphic, Wheel is the Item Name.

Company standards dictate conventions for the Item IDs and

Item Names used at your site.

Key Points
Following are some key points related to Items:
• An Item can be thought of as a "package" which contains all data related
to that Item.

• Each Item has at least one Item Revision.

• Items store all revisions of the Item.

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 Finding and Viewing Data

What are Item Types?

The term Item is used to generically describe all types of Items that exist
in the system. To effectively search for an Item in the system, you should
search for a specific Type of Item.
The system comes with two generic Types of Items:
Item - commonly used for data stored in the system that represents
manufactured product like parts, sub assemblies, end-Items, and tools.
Generally, you would search for this Type of Item to retrieve CAD files and
other file representations of "part" data like 2D or 3D images of drawings or
models or to view the Bill of Material for your product.
Document - commonly used for data stored in the system that
represents revision or configuration controlled documents like procurement
specifications, test procedures, and design specifications. Generally you
would search for this Type of Item to retrieve the files (word processor or
spreadsheet, for example) associated with the type of document.
Many customers define additional Item Types in their system. This
allows for more specific categorization of data beyond the two Types
described above. Base Teamcenter Engineering is shipped with
more Types, in addition to Item and Document.

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Finding and Viewing Data

Finding Items
Teamcenter Engineering uses predefined saved queries as the basis for most
searches. These saved queries provide a fast form-based interface to the
database. Other queries can be made on an as-needed basis by your System
Administrator.

To search for items, choose the Search icon and then select Item...
from the query pull-down list.

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 Finding and Viewing Data

This loads the Item... query form. Choose the More... link to see all fields
on the form.
The Item... query form includes the Item ID search attribute not found on the
General query form.

• Enter a name in the Name field to search for a particular Item in the
database based on it’s name.

• Enter an Item ID in the Item ID field to search for a particular Item in the
database based on the part number or document number.

• The Type field allows you to search for an Item based on its type (for
example, Document or Item). You can change the Type using the selector
or the clear this field.

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Finding and Viewing Data

Special Considerations
• Blank search fields are not used for the search, meaning all values for the
field apply in the search.

• By default, the search is case insensitive, returning objects matching

both upper and lower case.

• You may use the wildcard character * in the Name or Item ID fields to
broaden your searches. If you do not know the exact name or Part/ID
number, use * to replace a string that is any length or use a question mark
(?) to replace a single character.

You can click the Options... button to access additional search criteria and
specifications. You can also use this option to define which predefined query
forms are available of the search form pull-down list.

The Advanced... button allows access to advanced search criteria normally

defined by the Teamcenter Engineering administrator.

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 Finding and Viewing Data

Search Results
Once you have selected the desired search criteria, choose the Execute this

query icon to display the results.

For example, entering 50* in the Item ID field on the Item... query form
displays the following results.

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Finding and Viewing Data

Viewing Objects from the Search Results

Once you have found an Item, you can view the data from the search results
or you can transfer the Item to another application to begin your work.
For example, you can expand the 5000 Item to view the Item Revision
contents.

Viewing Objects From your Home Folder

Viewing the objects from your Home folder is the same as viewing from the
Search results window. The difference is that objects in your Home folder will
be there until you remove them. The advantage of keeping a reference to the
object in your Home folder is that you will not have to perform the search
to view the object at a later time.
Since the Search results may be different a day from now or a month from
now, you may want to retain the search results tab. You can access it during a
later session to refresh the search.

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 Finding and Viewing Data

Activity: Finding Items

In this activity, you will find Items and create references to them in your
Home folder.
Step 1: Find the 1250 Axle Item.
Choose the Search icon.

Choose Item... from the query list.

Choose Clear this query form .

In the Item ID field, enter 1250.

Choose Execute this query .

Step 2: Copy a Reference to the 1250-Axle Item into your Home folder.
Highlight the 1250-Axle Item in the search results window
and choose Copy.

Paste the 1250 Axle into your Home folder.

Step 3: Find all Items for Wheel components.

In the Search window, choose Clear this query form .

In the Name field, enter wheel.

Choose Execute this query .

Many Items are found in the database that have the Name
property of wheel.

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Finding and Viewing Data

Step 4: Rename the search results to Find Wheel.

Right-click on the query tab and rename the query tab to
Find Wheel.

Step 5: Copy a Reference to the 1503-Wheel Item into your Home folder.
Highlight the 1503-Wheel Item in the search results window
and choose Copy.

Return to your Home folder in My Navigator and choose Paste.

Step 6: Find all Items with a name that begins with Wheel.
On the Item... query form, enter wheel* in the Name field.

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 Finding and Viewing Data

Choose the Execute this query icon .

More Items are found this time because of the wildcard
character in the Name field.

To enhance performance, a maximum of thirty (30)

objects displays in the search results. The search
page indicates if there are more objects that met
your search criteria, giving you an opportunity
to load them.

Click the Next Page button to see the remaining list of Items.

Step 7: Rename the Search Results to Find Wheel*.

Step 8: Find the Item ID = BBDS5453

Step 9: Copy a Reference to the BBDS5453 Document into your Home

folder.

This concludes the activity.

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Finding and Viewing Data

Comparing Search Results

You can compare the results of one search to those of another search. Suppose
you wish to compare the results of the following two queries:
• Item ID=15*

• Item ID=*15*

First, execute a search using Item ID=15*. Consider renaming the Search
results to Find 15*.

Then, execute a search using Item ID=*15*. Consider renaming the search
results to Find *15*.

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 Finding and Viewing Data

Right-click on either tab and choose the Compare To menu to select the
other tab.

The Compare Report dialog displays the contents of the selected components.
Differences between the selected components are highlighted in green,
identical objects have a transparent background, and the object currently
selected is highlighted in a different color.

You can use the arrows to click through each difference, one at a time.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 4-13
Finding and Viewing Data

Activity: Comparing Search Results

In this activity, you will compare the results of two searches.

Step 1: Compare the results of the Find Wheel and Find Wheel* searches.
Right-click on the Find Wheel tab and choose Compare
To→Find Wheel*.

The Compare Report displays.

Use the scroll bar to view the differences highlighted in green.

Close the Compare Report dialog.

This concludes the activity.

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Viewing the Contents of Items

To view data in Teamcenter Engineering, find the Item of interest using
a query then expand the Item to view the Item Revisions and other data
about the Item.

• The 1503 Wheel has three Item Revisions: 000, 001 and 002.

• The Flag symbols next to the 000 and 001 Item Revisions indicate
that these Item Revisions have a Release Status.

• The In-Process symbol indicates that the 1503/001 Item Revision is

currently in a Workflow process.

• The absence of a symbol indicates working data.

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Finding and Viewing Data

Item Revisions
Item Revisions are used to manage changes (revisions) to Items.

Item Revision labels are similar to Item labels. The main difference is that
this label shows a revision identifier appended to the Item ID.

Key Points
• An Item Revision can also be thought of as a "package" which contains
data for that Item Revision.

• Item Revisions are what most users commonly access; they are used to
manage changes and track history.

• When an Item is created, the first Item Revision is automatically created

with it. As future revision changes are made to the Item, additional
Item Revision objects are created to represent the revision changes in
Teamcenter Engineering.

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 Finding and Viewing Data

Item Revision Release Status

When viewing the revisions of an Item in Teamcenter Engineering, you should
always observe the "Release Status" of the Item Revision. The Release Status
property of the object informs you about the function or purpose of the data.

The following list shows possible values for Release Status. This list is an
example developed for this training material. Your company may have a
different list of possible Release Status values with different meanings.
• Released - Data stored with Item Revisions that have obtained this
status are considered "Production" data. The data is in a "write-protected"
mode meaning it cannot be changed unless a new revision letter is created.

• Pre-Released - Data stored with Item Revisions that have obtained this
status are also in a write-protected mode and cannot be changed unless
a new revision letter is created. However, the data is not intended for
Production use. The Designer or Engineer can arbitrarily apply this
status to freeze the data for use for building prototypes or for providing
preliminary data to customers and suppliers.

• ECPending - Data stored with Item Revisions that have obtained this
status are not in a write-protected mode and can still be changed. This
status informs the consumer of the data that this revision is currently
in an Engineering Change process. At the successful completion of the
process the Release Status value will change to "Released".

• (Empty Value) - If the Item Revision has no value for status, it is said to
be "Working" data. That means someone is currently working on the data
contained in the Item Revision.

• Approved - Pertains to Items of Type Document.

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Finding and Viewing Data

Item Display
You can control which Item Revisions display in the Item hierarchy using the
Item Display option.
Use the My Navigator Edit→Options function to access and set the Revision
display filter.
Following is the general procedure for setting the filter to limit the Item
Revisions that display in My Navigator:
1. Choose Edit→ Options....

2. Under the General options folder, select Item and choose the Display tab.
The Display tab shows the Revisions display filter dialog which, by
default, is set to Show all revisions.

3. Set the Display filter.

• Check the Show displayable revisions only toggle to enable access to
the display filter settings.

• Use the Rule and Conditions table to set the display filter.

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 Finding and Viewing Data

4. Choose OK to accept the entries and dismiss the Options dialog.

Once the filter is applied, only the Item Revisions that meet the display
filter criteria display in the Item hierarchy in My Navigator.

A list of the Item Revisions that do not meet the display filter criteria can be
viewed by clicking the More... box in the Item hierarchy.

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Finding and Viewing Data

Activity: Setting the Item Display Filter

In this activity, you will set the Item Display filter to limit the Revisions that
display in My Navigator to those that are Released.
Step 1: Choose Edit→ Options....

Step 2: Under the General options folder, select Item and choose the
Display tab.
The Display tab shows the Revisions display filter dialog.

Step 3: Set the Display filter.

Check the Show displayable revisions only toggle.

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 Finding and Viewing Data

This enables access to the Rule and Conditions table for

setting the filter.

Click the plus sign to add a row to the table.

Double-click the cell in the Rule column to access the Rule

pull-down list and select Release status.

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Finding and Viewing Data

Double-click the cell in the Condition column to access the

Condition pull-down list and select Released.

The Rules and Conditions table is now set to limit the display
to Item Revisions that are Released.

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 Finding and Viewing Data

Step 4: Choose OK to accept the entries and dismiss the Options dialog.
The filter is applied and only the Item Revisions that meet
the display filter criteria display in the Item hierarchy in My
Navigator.

Step 5: Expand the 1250–Axle and 1503–Wheel Items and Item Revisions.

Step 6: Click the More... box in the Item hierarchy to view a list of the
Item Revisions that do not meet the display filter criteria.

Step 7: Open the Items Display dialog and set the Revisions display filter
back to Show all revisions.
Choose Edit→ Options....

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 4-23
Finding and Viewing Data

Under the General options folder, select Item and choose the
Display tab.

Check the Show all revisions toggle.

The Rule and Conditions table is shaded indicating the filter is

not active.

Choose OK to accept the entry and dismiss the Options dialog.

The filter is applied.
Notice that all Item Revisions now display in the Item
hierarchy in My Navigator.

This concludes the activity.

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 Finding and Viewing Data

Item Revision Contents

When you expand an Item Revision, Teamcenter Engineering displays the
Item Revision contents.

Key Points
• Item Revisions generally contain objects referred to as Forms and/or
Datasets.
– Forms represent attribute data for the Item.

– Datasets represent physical data files for the Item.

• Item Revisions may also contain other objects such as folders and even
other Item Revisions.

• The contents of an Item Revision are dependant on the Item Type and
how a company chooses to organize data in the system.

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Finding and Viewing Data

"ItemRevision Master" Data

The ItemRevision Master is a Form that displays additional attributes

specific to the ItemRevision. Companies may change the design of this form
so that it collects and presents attribute data specific to their business needs.
Selecting the form and the Viewer tab displays the form contents. The form
shown below is an example developed for this training material.

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 Finding and Viewing Data

"Specification" Data
Specification data is considered the defining data for the Item Revision.
The example below shows a UGMASTER Dataset that contains the CAD
model data of a part definition. The UGMASTER dataset is specific to the
Unigraphics NX (any version) integration with Teamcenter Engineering.

You can select a dataset and choose View→Named References to view all the
files for the dataset.

"Requirement" Data

Requirement data is data that documents requirements for the Item Revision
without explicitly defining the product. In the example below, the BBDS5453
document is a design specification that was used during the design of the
part number 1250 axle component.

"Manifestation" Data

Manifestation data is data that is directly derived from the specification

data but is not considered defining data. For CAD defined Items, drafting,
manufacturing, and analysis data is often found under this heading.

"Reference" Data
Reference data may exist in a variety of different formats depending on the
type, purpose and status of the Item Revision.
In the example below, a Release Checklist form is shown.

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Finding and Viewing Data

"Rendering" Data
The DirectModel is a 3D image format of the part model for viewing with
Portal Visualization. If you select the object and raise the Viewer tab, the
file displays in the Portal Visualization application, if it is available on your
workstation.

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 Finding and Viewing Data

Activity: Viewing Item, Form, and File (Dataset) Data

In this activity, you will view file and form data contained within an Item.
Step 1: View the contents of your Home Folder.

Step 2: Find and expand the 1250-Axle.

Observe there are two Item Revisions for this Item. Revision
000 is Released, and Revision 001 is Work-In-Progress; there is
no value for Release Status.

Step 3: View the data for Revision 000.

Expand the 1250/000-Axle Item Revision.

Double click the 1250/000 Item Revision Master form.

Choose Yes to the Read only message.

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Finding and Viewing Data

Choose Cancel to close the form.

You can also choose the Item Revision Master form
object and choose the Viewer tab to view the form.

Select the DirectModel object and choose the Viewer tab to

view the part.

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 Finding and Viewing Data

Step 4: Clean up your Home folder.

Cut all Items in your Home folder and paste them into your
Items folder.

This concludes the activity.

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Finding and Viewing Data

Activity: Test Your Skills

Use the Find and View techniques presented in this lesson to answer the
following questions.
Step 1: What is the diameter of the Part Number 1250, Revision 000 Axle?
_________________________________________

Step 2: What is the latest "Released" revision of the Part Number 1510
Wheel Assembly?
_________________________________________

Step 3: From what material is the Part Number 1502 Spacer fabricated?
_________________________________________

Step 4: When was Revision 000 of the BBDS5453 document approved?

_________________________________________

Step 5: How many spokes does Revision 001 of the 1503 wheel have?
_________________________________________

This concludes the activity.

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 Finding and Viewing Data

Generating Reports

Use the My Navigator Tools→ Reports command to generate and view

reports.
Following is the general procedure for generating a report:
1. Choose Tools→Reports.

2. Select the Report Design.

Some default report designs are delivered with Teamcenter Engineering.
Report designs may also be created by your administrator using the
Report Designer application available in the Admin application group.

3. If desired, adjust the query criteria and sorting options for the report.

4. Choose the output format for the report.

Report contents can be sent to a comma-delimited file or output formats
defined by your site administrator.
Output formats may include html and xls files.
Reports sent to an html output format are displayed in a browser window.
Reports sent to an xls output format are displayed in a spreadsheet.

You can save or print the report using the Save and Print commands
available in the output format tool you choose for the report.

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Finding and Viewing Data

Activity: Generating a Report

In this activity, you will practice generating a report and viewing it in your
browser.
Step 1: Choose Tools→ Reports from the My Navigator menu bar.

The Report Creation Wizard screen displays.

Step 2: Select the Report Design to use for the report.

Scroll down the list of Report Designs and select Admin-Object
Ownership.

Choose Next.

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 Finding and Viewing Data

The Fill in Criteria dialog displays.

Step 3: Review and, if necessary, adjust the query criteria for the report.
You can use the pull-down list next to each criteria field to view
and select the desired query criteria for your report. For this
activity, set the values as shown above.

Choose the Query Options icon.

The options dialog displays.

You can use this dialog to view and adjust the additional
criteria and sorting options for the report.

Choose the Sort Options tab.

Scroll down to the list of sort fields and select Name.

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Finding and Viewing Data

In the Name row, click the field in the Order By column and
choose Descending from the pull-down list.

Choose OK.

Choose Next.
To send the report contents to a comma-delimited file,
you would choose Finish at this point.

The Select a report format dialog displays.

Step 4: Choose the output format and generate the report.

Select default_xml_template.xsl as the report format.

Choose Finish.
The report generator determines how many items meet the
query criteria and displays the alert dialog.

Choose Yes to generate the report or choose No to cancel the

report generation.
For this activity, choose Yes.

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 Finding and Viewing Data

The report is generated and displays in the selected format.

This concludes the activity.

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Finding and Viewing Data

Summary
• Items are generally used to model revision-controlled data.

• An Item can be thought of as a "package" which contains all data related

to that Item.

• To search for Items, choose Item... from the Search window.

• Each Item has at least one Item Revision.

• Item Revisions are used to store specific information about a particular

revision of an Item.

• You can control which Item Revisions display in the Item hierarchy using
the Item Display option.

• An Item Revision can contain different types of Forms and Datasets.

• A dataset is an object that stores and manages a collection of data files for
a particular application and purpose.

• Release Status is an attribute assigned to an object after the object has

successfully gone through a Teamcenter Engineering Workflow process.

• You can generate reports using the Report Designs available from the
Create Report Wizard. Access this wizard using Tools→ Reports.

• Report output can be created as a comma delimited file, an xls spreadsheet

file, or an html file that displays in a browser window.

• Reports can be viewed, saved, and printed using the output tool you
choose when generating a report.

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Lesson

5 Creating Data in Teamcenter

Engineering

Purpose
In this lesson you will create data using the Teamcenter Engineering
interface.

Objective

Upon completion of this lesson, you will be able to:

• Create an Item within Teamcenter Engineering.

• Populate Forms within Teamcenter Engineering.

• Create a new Dataset for an Item created in Teamcenter Engineering.

• Perform an Implicit and Explicit check-out.

• Change Ownership of data.

• Use File→Save As to create a new Item.

• Use File→Revise to create a new Revision of an existing Item.

• Open an earlier version of a Dataset.

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Creating Data in Teamcenter Engineering

User Setting
Before creating any new data, you should verify that your User Setting is set
to the correct value.

This is important because any new data you create inherits the Owning
Group property from the user setting of the user that created the data. The
Owning Group property of the data is an important property of the data in
the context of access control (Read, Write, Delete etc.).
Choose Edit→User Setting... to display the User Settings dialog.

Use the pull-down list for the Group and Role fields to change your current
Group and Role setting.
Choose OK to make a change. Your current Group and Role are updated in
the My Navigator window.

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 Creating Data in Teamcenter Engineering

Creating Items from Teamcenter Engineering

The New Item dialog allows you to create a new Item or add a new revision to
an existing Item. Use the following procedure to create a new item:
• Select the folder to which you want to add the item and choose
File→New→Item....
The New Item dialog displays.

• Select Item as the Type and choose Next.

The Item Information form displays.

• Enter the basic information for the new item and choose Finish.
The new item is created in the selected folder.

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Creating Data in Teamcenter Engineering

Key Points
Following are key points about the New Item dialog:
• Make sure you have the proper Item Type selected.

• Red asterisk indicates a required field.

• ItemID is a unique identifier for that Item; no two Items can have the
same Item ID.

• Rev is a unique revision identifier for the Item Revision.

• Name is a short description usually for logical names like bolt, bracket
or buckle.
Some companies define specific conventions to use when
assigning an Item Name.

• Clicking the Assign button, located to the right of Item ID fields,

populates the ItemID and Rev fields with an automatically-generated
default Item ID and Revision.
Many enterprises use a special revision identifier to designate
the initial revision of any part or assembly. For example, some
enterprises use ’000’ for the first revision.

• Entries in the Description and Unit of Measure fields are optional.

Deleting an Item

When deleting an Item, the Item Master, Item Revision(s), and Item Revision
Master(s) are also deleted.
The objects referenced by the Item or Item Revision are not deleted. You can
access the referenced objects from the database using the Search function.
Deleting the contents of an Item can be done before deleting the Item.
To delete an Item, select the Item and choose the Delete icon.

Printing an Item
Printing an Item prints the Item name and the property values of the Item.
To print an Item, select it and choose File→Print or File→Print... from the
menu bar.

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 Creating Data in Teamcenter Engineering

Activity: Create an Item in My Navigator

In this activity, you will create a non-CAD Item from Teamcenter Engineering.
Step 1: Change your Role to Product Engineer.
Choose Edit→User Setting...
The User Settings dialog displays.

If necessary, choose the Session option to display the Session

settings window.

From the Role drop-down list, choose Product Engineer.

Choose OK.

Step 2: Create an Item from Teamcenter Engineering.

In My Navigator, select the Items folder.

Choose File→New→Item....
The New Item dialog displays.

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Creating Data in Teamcenter Engineering

Select Item as the item type to create and choose Next.

The Item Information form displays.

In the ItemID field, enter BBMS2145_###.

In the Rev field, enter 000.

In the Name field, enter Grease.

From the Unit of Measure drop-down list, select oz.

Choose Finish.
The new Item is created in the Items folder.

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 Creating Data in Teamcenter Engineering

Choose Close to close the New Item dialog.

This concludes the activity.

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Creating Data in Teamcenter Engineering

Populating the Item With Data

Now that you have created an Item, the next step may be filling out forms
and adding file data to the Item.

Populating the Item Revision Master Forms

Every time a new Item or new Item Revision object is created, the Item
Revision Master form is created automatically.
You can access the Item Revision Master form object by expanding the Item
and Item Revision object.

Item Revision Master Form

You can open the form to edit it by double-clicking the object or by selecting
the object and choosing the Viewer tab.

This Form has been customized for this training class.

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 Creating Data in Teamcenter Engineering

Activity: Populate the Item Revision Master Forms

In this activity, you will populate the Item Revision Master Form.
Step 1: Add data to the BBMS2145 Item Revision Master Form.
Expand your BBMS2145 Grease Item and Item Revision
objects.

Double-click the Item Revision Master Form.

Add some data to the Form.

Choose OK to save the changes and close the Form.

Choose the Viewer tab to view the data you entered in the
Form.

This concludes the activity.

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Creating Data in Teamcenter Engineering

What is a Dataset?
Datasets are used to manage data files created by non-Teamcenter
Engineering applications. Datasets are typically stored in Item Revisions.
The icon preceding the dataset name may vary depending on the associated
application.

When non-Teamcenter Engineering applications are started from Teamcenter

Engineering, the files these products generate are maintained by Teamcenter
Engineering. The object used to manage these third party product files is
called a dataset.

Dataset Object Behavior

Double-clicking a dataset launches a software application and loads a file in
the application.

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 Creating Data in Teamcenter Engineering

Item and Item Revision Relations

When data is added to an Item Revision, it is important that the right
Relation be defined between the added data and the Item Revision.
Teamcenter Engineering uses the Relation definition to control internal
Teamcenter Engineering functions.
Enterprises typically use many pieces of information that in some way
describe or relate to an Item or Item Revision. Teamcenter Engineering uses
the concept of a relation to describe these associations (relationships).

Many Item or Item Revision relations are automatically defined by

Teamcenter Engineering when you create or add certain objects inside an
Item or Item Revision structure. These relation types are:
• Revision (for Item Revisions)

• Item Master and Item Revision Master (an object in which some
attributes are kept)

• BOMView and BOMView Revision

For example, when you add a new Item Revision to an existing Item,
Teamcenter Engineering automatically defines the new Item Revision as
a revision relation.

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Creating Data in Teamcenter Engineering

In addition to the automatically defined relation types, there are four other
relation types used with Items and Item Revisions. They are:
• Specification Relations are detailed methods, designs, processes and
procedures used to satisfy requirements. The specification fully defines
the Item Revision.

• Manifestation Relations are non-defining "snapshots" of a particular

aspect of an Item or Item Revision at a particular moment in time. For
example, Numerically-Controlled (NC) program files are a common
manifestation.

• Requirement Relations are criteria that must be satisfied by this Item

or Item Revision. However, requirements often don’t specify how this
criteria should be satisfied. For example, a requirements relation might
specify maximum weight for an Item Revision but not how to construct it.

• Reference Relations describe a general "non-defining" relationship of a

object to an Item or Item Revision. This relation type can be thought of as
a "miscellaneous" relation type.

These relationships are typically defined when you paste an object reference
into an Item or Item Revision using Edit→Paste or Edit→Paste....

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 Creating Data in Teamcenter Engineering

Activity: Create Datasets

In this activity, you will create a dataset for the Grease Item.
Step 1: Create a dataset with a Specification relation to the Grease Item.
Expand the BBMS2145 Grease Item and Item Revision.

Select the BBMS2145_###/000-Grease Item Revision object.

Choose File→New→Dataset....
The New Dataset dialog appears.

Set the Type to Text.

In the Name field, add -Spec Sheet to the end of the default
Name, as shown below.

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Creating Data in Teamcenter Engineering

Choose the import file button .

The Import File dialog displays.

Use this dialog to navigate to the operating system directory

specified by your instructor.

Select the bbms2145.txt file and choose Import.

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 Creating Data in Teamcenter Engineering

Choose OK.
The dataset is created with a specification relation.

Step 2: Create a dataset with a Reference relation to the Grease Item.

In order to end up with the Reference relation between the Text
dataset and the Item Revision, you will first create the dataset
in the Item Revision and then Cut it and use Paste... to put it
back into your Item Revision with a different relation. If you
create it directly in your Item Revision, it would end up having
Specification relation to the Item Revision.
Expand the BBMS2145 Grease Item and Item Revision.

Select the BBMS2145_###/000-Grease Item Revision object.

Choose File→New→Dataset....

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Creating Data in Teamcenter Engineering

Set the Type to Text.

In the Name field, add -Suppliers to the end of the default

name, as shown below:

Choose the import file button .

The Import File dialog appears.

Use this dialog to navigate to the operating system directory

specified by your instructor.

Select the bbms_supplier.txt file and choose Import.

This returns you to the New Dataset dialog.

Choose OK.
The Text dataset is created in your Item as a Specification
relation.

Select the BBMS2145_###/000-Suppliers Text dataset and

choose Cut.

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 Creating Data in Teamcenter Engineering

Select your BBMS2145_###/000-Grease Item Revision and

choose Edit→Paste....
Make sure to choose Edit→Paste... (three dots),
instead of Edit→Paste (no dots).

The Paste... dialog displays.

Scroll down the list until you see References.

Select References and choose OK.

The Text dataset is now in your Item Revision with the correct
relationship.

This concludes the activity.

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Creating Data in Teamcenter Engineering

Dataset Checkout
Check-Out and Check-In procedures are used to ensure that two users do not
simultaneously update database objects. The ability to perform a check-out
is important because, in a group write environment, users must protect the
data while they are working on it.

Implicit Check-Out

An Implicit Check-Out is performed automatically by the system.

Whenever you open a dataset to modify it, an implicit check-out is
automatically performed by Teamcenter Engineering. This means that the
dataset cannot be modified by anyone else while you are working on it.
When you complete the modifications by closing the editing session, the
dataset is automatically checked back into the database (the implicit
check-out is reversed).

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 Creating Data in Teamcenter Engineering

Explicit Check-Out
An Explicit Check-Out is performed manually by the user.
Following are characteristics of an Explicit Check-Out:
• Performing an Explicit Check-out locks a dataset against modifications by
other users whether you are currently editing the file or not.

• While a dataset is Checked-Out, the user that performed the Check-Out

has write access, while other users have read access of the incremental
changes.

• The Change ID field is used to correlate Checked-Out objects with pending

CM (Change Management) jobs. This field is optional.

• When checking-out a dataset, you can export the associated file to the
operating system at the same time using the Export Dataset on Checkout
toggle.

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Creating Data in Teamcenter Engineering

Activity: Modify the Dataset

In this activity, you will observe the Implicit (automatic) Check-Out/In
process and perform an Explicit (manual) Check-Out/In on a dataset object.
Step 1: Observe Implicit Check-out.
Expand your BBMS2145_###-Grease Item and Item Revision
objects.

Select the BBMS2145_###/000-Grease Item Revision object.

In the Properties tab, scroll to the right to see the CO column.

This column shows the check-out status of the dataset.

Notice the CO status of your BBMS2145_###/000-Suppliers

dataset is currently not checked out.

Double-click the BBMS2145_###/000-Suppliers dataset to

open it and then minimize the text editor application that
is launched.

Re-select your BBMS2145_###/000-Grease Item Revision

object to update the Properties table.

Notice the dataset is currently checked out.

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 Creating Data in Teamcenter Engineering

Maximize then close the text editor application.

Notice the dataset is no longer checked out.

Step 2: Modify the Dataset.

Open the BBMS2145_###/000-Suppliers dataset by
double-clicking.

Add a line of text (such as ACME Grease Company).

Choose File→Save.

Choose File→Exit.

Step 3: Perform an Explicit Check-Out.

Select your BBMS2145_###/000-Suppliers dataset and choose
Tools→Check-In/Out→Check-Out....

In the Comments field, enter Long term editing.

Choose Yes.

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Creating Data in Teamcenter Engineering

Select your BBMS2145_###/000-Grease Item Revision object

to update the Properties table.

Notice the dataset is currently checked out. It will remain in

this state until you choose to perform an Explicit Check-In.

Step 4: Perform Explicit Check-In.

Select the BBMS2145_###/000-Suppliers dataset and choose
Tools→Check-In/Out→Check-In....

Choose YES.

Select your BBMS2145_###/000-Grease Item Revision object

to update the Properties table.
Notice the dataset is no longer checked out.

This concludes the activity.

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 Creating Data in Teamcenter Engineering

Dataset Files (Named References)

In Teamcenter Engineering, datasets can manage several different file types.
These file types are called the named references of that dataset.
Selecting a dataset and choosing View→Named References... (or right-click
Named References) displays the Named References dialog for that dataset.
You can use this dialog to view or modify the named references (files) for
that dataset.
The Cut, Copy, and Paste icons in the Named References dialog are used to
cut, copy and paste object references between two Named References dialogs.

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Creating Data in Teamcenter Engineering

Dataset Versions
When changes are made to datasets, new dataset versions are created in
Teamcenter Engineering. You can use these versions to track changes and
undo changes by reverting to a previous version of the dataset using File→
Open....

Selecting a dataset and choosing File→Open... displays the Open... dialog.

You can specify a particular version of a dataset and/or a specific software
application (tool) to use for the current editing session.

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 Creating Data in Teamcenter Engineering

Key Points
Following are some key points about dataset versions:
• As work progresses and you successively modify a particular dataset,
new versions are added to the database but version-0 always references
the latest version of the dataset.

• The default version is the latest. In most cases, you should work with
this version unless you have some specific reason to open an earlier
version. This might be the case if you want to undo changes made in
the latest version.

• Normally, you only see the version-0 dataset in the My Navigator

workspace area; Teamcenter Engineering hides other dataset versions to
reduce clutter.

• Teamcenter Engineering manages multiple dataset versions until the

version limit is reached.
When the version limit is exceeded, the earliest version of the dataset is
purged from the database in order to make room for the new version.

A Note about Search Options

The Latest Dataset Versions toggle on the Search Options dialog can be used
to either show or hide dataset versions in search results. Set the toggle on if
you want to show dataset versions.
By default, the toggle is off.

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Creating Data in Teamcenter Engineering

Activity: Open an Earlier Version of a Text Dataset

In this activity, you will view the named references of the
BBMS2145_###/000-Suppliers dataset and open a previous version of the
dataset.
Step 1: View the Named References of the BBMS2145_###/000-Suppliers
dataset.
Select the BBMS2145_###/000-Suppliers text dataset.

Choose View→Named References....

The Named References dialog displays.

Close the Named References dialog.

Step 2: Open an earlier version of the BBMS2145_###/000-Suppliers

dataset.
Select the BBMS2145_###/000-Suppliers text dataset.

Choose File→Open....

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 Creating Data in Teamcenter Engineering

Select the Version drop-down list to see the previous versions

of the dataset.

Choose the second-to-last version number.

Expand the TextEditor tool.

Select bbms_supplier.txt and choose OK.

The previous version of the text file opens in a text editor.
The line of text added to this file in an earlier activity is not
included in this version of the dataset.

Exit the text editor.

This concludes the activity.

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Creating Data in Teamcenter Engineering

Changing Ownership
The Owning User and Owning Group properties of the data can be modified
before the data is released.
To change ownership of data, select the object (multiple objects can be
selected) and choose Edit→Change Ownership...

Choose the New Owning User button and navigate the organization chart to
select the Owning User as a member of the Owning Group.

To change only the Owning Group, select the current Owning User
as a member of the new Owning Group.

After release, the ability to change these properties is restricted

to the System Administrator.

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Item Save As and Revise from Teamcenter Engineering

Using Save As for Non-CAD Item

Use the File→Save As command to create a new Item from an existing

Item Revision.
Select an existing Item Revision as the basis of the new Item and choose Save
As... from the File menu.
The Save Item As dialog displays.

Click Assign to automatically generate the next available Item ID and

revision, or manually enter an Item and Revision ID.
The unit of measure and Item type are carried over from the
original Item and cannot be modified.

Choose Finish to create the new Item and dismiss the dialog or choose Next to
create the Item and continue to define data for the Item.
The Save As command should only be used to create Items. To
create Item Revisions, use the Revise command.

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Creating Data in Teamcenter Engineering

Using Revise for Non-CAD Item

Use the Revise command to create the next Revision of an existing Item
Revision.
Following is the basic procedure for creating a new Item Revision:
1. Select an Item Revision in the tree or Properties table to be the basis of
the new revision and choose File→Revise....

The Revise dialog displays with the Item ID and Name of the Item
Revision already entered in the form.

2. Assign a value to the Rev field for the new Item Revision.
• Click Assign to automatically generate the next available Revision
in the Rev field or assign the revision manually by entering it in
the Rev field.

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 Creating Data in Teamcenter Engineering

• Optionally, select a Unit of Measure and enter a Description.

• Choose Next to continue.

The Revise Item Revision prompt displays.

3. Choose Yes to proceed (or No to cancel the operation).

The Item Master Form displays.

4. Select and enter information in the Revise forms, as needed.

You can define the Item Master data or, using the links in the Steps panel,
select another form and enter the related information.

The values for the Item Master and other information forms
default to the values from the source Item Revision. You can
retain the default values or define other information for the new
Item Revision using these forms.

5. Choose Finish to create the new Item Revision then choose Close to
dismiss the Revision dialog.
The Item Revision is created and displayed beneath the Item Revision
originally selected in the tree.

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Creating Data in Teamcenter Engineering

Activity: Performing a Save As and Revise

In this activity, you will perform Save As and Revise operations on an Item of
Type Document.
Step 1: Create a New Item of Type Document in your Newstuff folder.
In My Navigator, select your Newstuff folder and choose
File→New→Item....

Select Document for Type.

Choose Next to continue.

Click the Assign button to get the Item ID and Revision.

Enter a Name (use Test for this exercise).

Choose Finish, then Close.

Expand the Document and Document Revision.

Notice that a Text dataset is created automatically because

of the business rules that are in place.

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Step 2: Use File→Revise... to create a New Revision of the Document

based on the existing Revision A.

Select your new Document Revision and choose File→Revise....

If you select the Document itself and choose

File→Revise..., an error message displays indicating
that only Item Revisions are valid to be Revised.

Click Assign to generate a value for the Rev field.

ChooseFinish to create the new Document Revision then

choose Close to dismiss the dialog.

Expand the Document Revision.

Notice that a new Revision and new dataset have been created
but the name of the new dataset is the same as the original
dataset.

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Creating Data in Teamcenter Engineering

Select the new datset and choose View→ Properties to change

the name to reflect the assigned Revision.

Step 3: Use File→Save As to create a Document based on an existing

Document Revision.
Select Revision A of the Test Document you created previously.

Choose File→Save As.

Choose the Assign button to populate the Item ID and

Revision.

Choose Finish then Close.

The New Document, based on the existing Document, is
created.

Expand the new Document and Document Revision.

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 Creating Data in Teamcenter Engineering

This time a new Item, Item Revision, and datset have been
created but the name of the new dataset is the same as the
original dataset.

Select the dataset and choose View→ Properties to change the

name to reflect the assigned Item ID.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 5-35
Creating Data in Teamcenter Engineering

Summary
In this lesson, you learned how to create Items and Item Revisions.
• An Item is the fundamental object used to manage information in
Teamcenter Engineering.

• An Item Revision is used to manage changes (revisions) to Items.

• Datasets are used to manage data files created by other software

applications.

• Use File→Save As to create a new Item based on an existing Item.

• Use File→Revise to create a new Revision of an Item based on an existing

Revision.

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Lesson

6 CAD Integration - Visualization

& Dataset Management

Purpose
The purpose of this lesson is to create visualization data for CAD data. You
will also learn how to store dependent files with Unigraphics NX 2 (NX 2)
parts and how to protect data using Explicit Check-Out.

Objective
Upon completion of this lesson, you will be able to:
• Create 3D Visualization Data

• Create 2D Visualization Data

• Perform an Explicit Check-Out of a Unigraphics NX 2 (NX 2) part

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 6-1
CAD Integration - Visualization & Dataset Management

Creating 3D Visualization Data

You can create 3D visualization data from the CAD interface using the Save
Options dialog. 3D visualization data exists as a DirectModel dataset object
within an Item Revision.

Save Options Dialog

To create 3D visualization data from the CAD interface, you must use
the Save Options dialog. The Save Options dialog allows you to specify
preferences for certain default actions you would like to take place every time
you use the File→Save command.
When you select File→Options→Save Options, the Save Options dialog
displays:

Toggling on the Save Teamcenter Vis Data option and choosing OK generates
Teamcenter Vis (.jt) files when a part is saved.
This option saves visualization data for piece parts only (not
assemblies).

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 CAD Integration - Visualization & Dataset Management

Activity: Creating 3D Visualization Data

In this activity, you will create 3D visualization data for the Shaft and Spacer.
Step 1: In NX 2, open the 5000_### Caster Assy.

Step 2: Use the Assembly Navigator to make the 5003_### the Work Part.

Choose the Assembly Navigator tab and select the

push-button to keep it open (pin it in place) .

Right–click the 5003_### /000 object and choose Make Work

Part.

Step 3: Turn on Save Teamcenter Vis Data Option.

Choose File→Options→Save Options.

Toggle on Save Teamcenter Vis Data option.

Choose OK.

Step 4: Save the 5003_### part.

Choose Save .

Step 5: Use the Assembly Navigator to make the 5004_### the Work Part.
In the Assembly Navigator, right-click the 5004_###/001 object
and choose Make Work Part.

Step 6: Save the 5004_### part.

Choose Save .

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CAD Integration - Visualization & Dataset Management

Step 7: Use the Assembly Navigator to make the 5000_### assembly the
Work Part.
In the Assembly Navigator, right-click the 5000_###/000 object
and choose Make Work Part.

Step 8: Save the 5000_### assembly.

Choose Save .

Step 9: Turn off Save Teamcenter Vis Data Option.

Choose File→Options→Save Options.

Toggle off the Save Teamcenter Vis Data option.

Choose OK.

Step 10: Close All Parts.

Step 11: Observe 3D visualization data in Portal.

From Portal, locate and view the DirectModel dataset for the
5003_###/000 object.

Locate and view the DirectModel dataset for the 5004_###/001

object.

Locate and view the DirectModel dataset for the 5000_###/000

object. Does it exist?

Send the 5000_### object to PSE and view the assembly in

PSE.

Hint: Click the Show/Hide Data Panel icon in PSE .

This concludes the activity.

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 CAD Integration - Visualization & Dataset Management

Using Part Export Directories

In addition to storing the actual NX 2 part files in the database, you can store
other sorts of files with your part files.
For example, you can store shaded image files or files related to the
Manufacturing operation with your part file.
These additional NX 2 files are known as "associated" or "dependent" files.
Each part file may have several dependent files of differing types.
When you open the NX 2 part, these dependent files are automatically sent to
the export directory for use by NX 2. When you save the part, the system
prompts you to select the files you would like to have re-imported.

When you close your part, the temporary export directory is deleted.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 6-5
CAD Integration - Visualization & Dataset Management

How NX Manager stores Dependent Files

To enable you to access the files associated with a particular part (which must
be the work part at some time during your session), NX Manager exports the
work part’s dependent files from the database to a local directory, known
as the export directory. NX Manager creates one export directory for each
work part in your current session.
• The export directory is deleted when the part is closed.

• If you change the work part, a new export directory is created (if one does
not already exist) for that work part.

• The name of the export directory is based upon the part number of the
part which contains the dependent files.

• You can modify the dependent files or create new ones. When you perform
a Save or Close operation,

NX Manager asks you which new or changed files you want to import from
the export directory back into the database.

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 CAD Integration - Visualization & Dataset Management

Dataset Files (Named References)

In Teamcenter Engineering, datasets can manage several different file types.
These file types are called the named references of that dataset.
Selecting a dataset and choosing View→Named References... displays the
Named References dialog for that dataset. You can use this dialog to view or
modify the named references (files) for the selected dataset.
The Cut, Copy and Paste icons in the Named References dialog are used to
cut, copy and paste object references between two Named References dialogs.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 6-7
CAD Integration - Visualization & Dataset Management

Activity: Creating 2D Visualization Data

In this activity, you will create 2D Visualization data for the Shaft.
Step 1: Create a GIF file for the 5003_### Shaft UGMASTER.
In NX 2, open the 5003_###-000 master part file.

Choose File→Export→GIF....

Choose OK.

Step 2: Save the Part.

Choose Save .
The Import Files for Part dialog appears.

Select the GIF File and choose OK.

The File is imported into the database.

Step 3: View the GIF file in Portal.

In My Navigator, expand the 5003_###- Shaft Item and Item
Revision.

Select the 5003_###-000 UGMASTER Dataset.

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 CAD Integration - Visualization & Dataset Management

Datasets are the only Teamcenter Engineering

objects with Named References.

Choose View→Named References....

The Named References window appears.

You will see the GIF file you created previously.

Choose Close.

Step 4: Create a CGM file for the 5003_### Shaft Drawing in a directory
specified by your Instructor.
In NX 2, open the 5003_###/000 Shaft Manifestation,
DWG5003_###.

Choose File→Export→CGM....
The Export CGM dialog appears.

Navigate to a directory in which you have Write access.

Enter 5003_###_sh1.cgm in the File name field.

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CAD Integration - Visualization & Dataset Management

Choose OK.
The Export CGM dialog appears.

Toggle the Source to Drawing.

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 CAD Integration - Visualization & Dataset Management

Choose OK.

Step 5: Get the Drawing Sheet into Teamcenter Engineering.

In My Navigator, select the 5003_###/000-Shaft Item Revision
and choose File→New→Dataset....
The New Dataset dialog appears.

Click More... to display additional Dataset types.

Scroll down the list to select DrawingSheet.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 6-11
CAD Integration - Visualization & Dataset Management

In the Name field, enter DWG5003_###/000.

Choose the Import File icon .

Navigate to the directory in which you saved the CGM file.

Select 5003_###_sh1.cgm and choose Import.

Choose OK.

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 CAD Integration - Visualization & Dataset Management

The dataset is created.

Select the DWG5003_###/000 dataset and click the Viewer tab.

The Drawing is displayed.

This concludes the activity.

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CAD Integration - Visualization & Dataset Management

Activity: Creating Dependent Files

In this activity, you will create a shaded image and associate it to your part.
You will also view the Named References of a Dataset.
Step 1: In NX 2, open your 5000_### Caster assembly file .

Step 2: Create a shaded image.

Choose View→Visualization→High Quality Image...).
The High Quality Shading dialog appears.

Choose Start Shade.

Choose Save (from the High Quality Image dialog).

The Save Image dialog appears.

Choose OK to accept image filename.

Cancel the High Quality Image dialog.

Step 3: Save your part file and import the image file.

Choose Save .

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 CAD Integration - Visualization & Dataset Management

Choose Import All Files to import the TIF file into the database.

Step 4: View the Named References of the dataset.

In My Navigator, expand the 5000_###- Caster Assy Item and
Item Revision.

Select the 5000_###-000 UGMASTER Dataset.

Datasets are the only Teamcenter Engineering
objects with Named References.

Choose View→Named References....

The Named References window appears.

You will see the TIF file you created previously.

Choose Close.

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CAD Integration - Visualization & Dataset Management

Step 5: Close all parts in NX 2.

Choose File→Close→All Parts.

This concludes the activity.

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 CAD Integration - Visualization & Dataset Management

Dataset Versions
When changes are made to datasets, new dataset versions are created in
Teamcenter Engineering. You can use these versions to track changes and
undo changes by reverting to a previous version of the dataset using File→
Open....

Selecting a dataset and choosing File→Open... displays the Open... dialog.

You can specify a particular version of a dataset and/or a specific software
application (tool) to use for the current editing session.

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CAD Integration - Visualization & Dataset Management

Key Points
Following are some key points about dataset versions:
• As work progresses and you successively modify a particular dataset,
new versions are added to the database but version-0 always references
the latest version of the dataset.

• The default version is the latest. In most cases, you should work with
this version unless you have some specific reason to open an earlier
version. This might be the case if you want to undo changes made in
the latest version.

• Normally, you only see the version-0 dataset in the My Navigator

workspace area; Teamcenter Engineering hides other dataset versions to
reduce clutter.

• Teamcenter Engineering manages multiple dataset versions until the

version limit is reached.
When the version limit is exceeded, the earliest version of the dataset is
purged from the database in order to make room for the new version.

A Note about Search Options

The Latest Dataset Versions toggle on the Search Options dialog can be used
to either show or hide dataset versions in search results. Set the toggle on if
you want to show dataset versions.
By default, the toggle is off.

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 CAD Integration - Visualization & Dataset Management

Activity: Open an Earlier Version of a Part Dataset

In this activity, you will use File→Open... to open an earlier version of a
NX 2 part.
Step 1: Open the 5003_### part in NX 2.
From My Navigator, expand the My Parts folder.

Expand the 5003_###/000 Shaft Item Revision.

Select the UGMASTER dataset and choose the Start/Open in

NX icon .

Step 2: Start the Modeling Application.

Choose Application→Modeling... or choose the Modeling icon
.

Step 3: Add a chamfer to the bottom edge of the Shaft.

Choose the Chamfer feature operation, Insert→Feature
Operation→Chamfer.
The Chamfer menu appears.

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CAD Integration - Visualization & Dataset Management

Choose Single Offset.

Choose the bottom edge of the small cylinder.

Choose OK on the Chamfer dialog.

Enter the Offset value of .125.

Choose OK on the Chamfer dialog.

Since you do not want to create another chamfer, choose

Cancel on the Chamfer dialog.

Step 4: Save and Close the part.

Step 5: Open a previous version of the 5003 Shaft part.

Go to the My Navigator application in Teamcenter Engineering.

Expand the My Parts folder and the 5003_###/000 Shaft Item

Revision until you can see the 5003_###-000 UGMASTER.

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 CAD Integration - Visualization & Dataset Management

Select the 5003_###-000 UGMASTER and choose

File→Open....
This displays the Open... dialog.

Select the next to the last (second highest) version of the

5003_###-000 UGMASTER from the pull-down menu.

After selecting the desired version of the part, scroll down the
list of tools until you see UGII V10-All.

Expand the UGII V10-All tool, select the UG data icon and
choose OK.

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CAD Integration - Visualization & Dataset Management

An information window displays, informing you that an early

version of the part is loaded.

Close the Information window.

An earlier version of the Shaft is now displayed. Notice the
Chamfer is gone.

Step 6: Close all parts.

This concludes the activity.

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 CAD Integration - Visualization & Dataset Management

Protecting Data Using Check-Out

Check-Out and Check-In procedures are used to ensure that two users do not
simultaneously update database objects. The ability to perform a check-out
is important because, in a group write environment, users must protect the
data while they are working on it.

Implicit Check-Out

An Implicit Check-Out is performed automatically by the system.

Whenever you open a dataset to modify it, an implicit check-out is
automatically performed by Teamcenter Engineering. This means that the
dataset cannot be modified by anyone else while you are working on it.
When you complete the modifications by closing the editing session, the
dataset is automatically checked back into the database (the implicit
check-out is reversed).

Explicit Check-Out

An Explicit Check-Out is performed manually by the user.

Following are characteristics of an Explicit Check-Out:

• Performing an Explicit Check-out locks a dataset against modifications by

other users whether you are currently editing the file or not.

• While a dataset is Checked-Out, the user that performed the Check-Out

has write access, while other users have read access of the incremental
changes.

• The Change ID field is used to correlate Checked-Out objects with pending

CM (Change Management) jobs. This field is optional.

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CAD Integration - Visualization & Dataset Management

• When checking-out a dataset, you can export the associated file to the
operating system at the same time using the Export Dataset on Checkout
toggle.

Performing an Explicit Check-out from NX Manager Unigraphics

You can perform a manual (explicit) Check-In and Check-Out using the
Assembly Navigator in NX Manager.

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 CAD Integration - Visualization & Dataset Management

Activity: Perform Explicit Check-Out for NX 2 Data

In this activity, you will explicit Check-Out the 5555_###-Wheel Drawing

and UGMASTER using the Assembly Navigator.
Step 1: Open your 5555_###/000–Wheel Drawing and UGMASTER
in NX 2.
Opening the Drawing automatically opens the
UGMASTER.

Step 2: Click on the Assembly Navigator icon to display the Assembly

Navigator.

Step 3: Check-Out the Wheel DWG and UGMASTER using the Assembly
Navigator.
In the Assembly Navigator window, highlight both the DWG
and UGMASTER.

Right-click and choose Check-Out.

The Status line indicates that the Part is Checked Out.

Step 4: Observe the result in Portal.

In My Navigator, select the 5555_###/000–Wheel Item
Revision and select the Properties tab.

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CAD Integration - Visualization & Dataset Management

Scroll to the right in the Properties table to view the CO

column.
Notice the check mark which indicates the datasets are
currently checked out.

Step 5: In NX 2, save the drawing.

Choose Save .

View the result in the CO column in the My Navigator

application.
The datasets are still checked out. Saving the part does not
check them back in.

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 CAD Integration - Visualization & Dataset Management

Step 6: Check-In the Wheel DWG and UGMASTER using the Assembly
Navigator.
In the Assembly Navigator window, highlight both the DWG
and UGMASTER.

Right-click and choose Check-In.

The Status line indicates that the Part is Checked In.

Step 7: Observe the result in Portal.

In My Navigator, select the 5555_###/000–Wheel Item
Revision and select the Properties tab.

Scroll to the right in the Properties table to view the CO

column.

Select the two datasets in the table and choose View→ Refresh.

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CAD Integration - Visualization & Dataset Management

Notice the check marks which indicate the part and drawing
are currently checked out are gone.

Step 8: In NX 2, Close all Parts.

This concludes the activity.

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 CAD Integration - Visualization & Dataset Management

Activity: Perform Implicit Check-Out of NX 2 Data

In this activity, you will observe the Implicit (automatic) Check-Out/In of

NX 2 data.
Step 1: In NX 2, open the 5003_### Shaft UGMASTER.

Step 2: Rotate the WCS.

Choose WCS→Rotate....

Choose OK to accept the default (+ZC Axis: XC→YC,

Angle=90).

Step 3: Observe the result in Portal.

In My Navigator, select the 5003_###/000 Item Revision and
choose the Properties tab.

Scroll to the right in the Properties table to view the CO

column.
Notice the check mark which indicates the part is being
modified and is currently checked out. This is an Implicit
Check-Out.

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CAD Integration - Visualization & Dataset Management

Step 4: In NX 2, Save the Part.

Choose Save .

View the result in the CO column in the My Navigator

application.
The part is still checked out. Saving the part does not check
it back in.

Step 5: In NX 2, Close all Parts.

Choose File→ Close→ All Parts.

Choose Yes.

In My Navigator, select the UGMASTER dataset and choose

View→ Refresh.
Now that the part is closed, it is no longer checked out.

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 CAD Integration - Visualization & Dataset Management

This concludes the activity.

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CAD Integration - Visualization & Dataset Management

Summary
The following topics were covered in this lesson:
• To create 3D visualization data from the CAD interface, choose
File→Options→Save Options, and the Save Options dialog displays:

• Toggle on the Save Teamcenter Vis Data option and choose OK to generate
the Teamcenter Vision .jt files when a part is saved.

• Teamcenter Vis data can be generated for piece parts only (not assemblies).

• Performing a Check-Out locks a dataset against modifications by other

users.

• While a dataset is Checked-Out, the user that performed the Check-Out

has write access, while other users have read access of the incremental
changes.

• Check-In checks the part back in so others can check it out.

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Lesson

7 Viewing Product Structure

Purpose
The purpose of this lesson is to demonstrate how to view Product Structure
using the Product Structure Editor (PSE) application.

Objective
Upon completion of this lesson, you will be able to:
• Identify an Item as an assembly

• View Product Structure

• Print product structure using PSE

• Perform a Product Structure Compare

• Visualize an Assembly in PSE

• Change Revision Rules and view the results in PSE

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-1
Viewing Product Structure

What is Product Structure Editor (PSE)?

The Product Structure Editor (PSE) is the application within Teamcenter
Engineering for creating, viewing and modifying product structure and its
associated occurrence data.

PSE Capabilities
You can use PSE to perform the following functions:
• Browse Product Structure - Allows you to see what the assembly
structure of a product looks like, to navigate around it easily, and find
components whose location in the structure is not known.

• Build and Edit Structure - PSE offers a simple way of quickly creating
and modifying structure using Cut, Copy and Paste.

• Compare Structures - Two product structures can be compared to

highlight any changes.

• Configuration of Product Structure - You can set rules to determine

which revisions of components are configured, which variant is configured,
or which components are effective.

• Load data in Unigraphics NX - PSE allows you to load selected

components of the assembly in Unigraphics NX.

• Protects data from concurrent changes - If another user is editing an

assembly (single level) within the product structure, you are prevented
from making changes until the other user has saved their changes.

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 Viewing Product Structure

The BOM View Revision Object

When an Item is an assembly, you will see a BOMView Revision object that
exists for the Item Revision object.

The BOMView Revision object symbol, , identifies the BOMView Revision

object.
BOM View Revisions are used to manage product structure for Item Revisions.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-3
Viewing Product Structure

BOM View Types

Teamcenter Engineering comes with a single Type of BOM View. Some
companies extend or rename the BOM View Types in their system.
The example below was developed for this training material.
• view – The engineering or design bill of material is defined using the view
BOM View type. The system has been set up such that this type of BOM
View is automatically created when a CAD assembly file is saved in the
system. This BOM structure of the product is often "functional" in nature.
Engineering/Design will define a product structure that best supports
their product development and change processes.

• assembly– The view BOM does not always reflect the actual assembly
build-up sequence of the product for manufacturing. The assembly
BOM View Type exists to define the structure of the product as it is
actually manufactured. Additional entries for tools and manufacturing
consumables may be listed in the assembly BOM that are not listed in
the view BOM.

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 Viewing Product Structure

Launching PSE
To view assembly structure, select the BOMView Revision object and choose

the Open icon . This launches the PSE application for the selected
Item Revision.

You can also launch PSE from the shortcut menu by selecting the
desired Item or Item Revision, then right-click and choose Send
To→ PSE.
When you launch PSE, the menus and toolbar include options specific to
the PSE application.
The Revision Rule setting for the currently loaded BOMView Revision object
displays to the right of the Item Revision name, in the line above the column
headings.

In this example, the Revision Rule is Latest.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-5
Viewing Product Structure

Product Structure Display

Product structure is displayed in an indented BOM format similar to those
used in many CAD and ERP systems.
The product structure is displayed graphically with each component (line in
the BOM) represented by a node.

By looking at the Product Structure display, you can see which parts are piece
parts and which parts are assemblies. If a node has a + sign next to it, this
means it is an assembly and can be expanded by clicking on the + sign.

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 Viewing Product Structure

Modifying Product Structure Columns

You can modify the Product Structure columns by Removing/Inserting
columns or by clicking a column header and dragging it to a new location.

You can also print the display by right-clicking and selecting Print
Table.

Printing the BOM

To print the BOM, select an object (i.e. the 1600/000 in the BOM Line) and
then choose File→Print.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-7
Viewing Product Structure

You can also print the BOM using File→Print....

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 Viewing Product Structure

Activity: Viewing Product Structure in PSE

In this activity, you will get familiar with PSE.
Step 1: In My Navigator, search for the 6120-Skate Assembly, Right Item.

Step 2: Launch PSE for the 6120/000 Skate Assembly, Right Item
Revision.
In My Navigator (query tab), expand the 6120-Skate Assembly,
Right Item.

To see the BOMView Revision object, expand the

6120/000-Skate Assembly, Right Item Revision.

Select the BOMView Revision object and choose the Open

icon .

This brings up the PSE display.

How many 6120 first level nodes are piece parts and how many are
sub-assemblies?
Parts _________________________________________
Sub-Assemblies ________________________________

Step 3: Expand the 3120//000-Boot Assembly, Right Item.

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Viewing Product Structure

Click the + sign to expand the 3120/000-Boot Assembly,

Right Item.

Step 4: View the Toolbar icons and pull-down menus in PSE.

Move your cursor over the Tool bar icons to see the name
of each icon.

Left-click to pull-down and view the options available from

the PSE menus.

Step 5: Change the size of the some of the PSE column displays by
dragging the sash bars.
You can modify the columns in PSE by
Removing/Inserting columns or by clicking a column
header and dragging it to a new location.

This concludes the activity.

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 Viewing Product Structure

Release Status
Each Item Revision has a Release Status property.

Release Status Review

The Release Status of an Item Revision is shown in My Navigator in the

Release Status column of the Properties table.

You can also view Release Status for an Item Revision by looking at the Item
Rev Status column in the PSE window.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-11
Viewing Product Structure

List of Status Types

Following is a list of possible values for Release Status:

• Released – Data stored with Item Revisions that have obtained this
status are considered "Production" data. The data is in a "write-protected"
mode meaning it cannot be changed unless a new revision letter is created.

• Pre-Released – Data stored with Item Revisions that have obtained this
status are also in a write-protected mode and cannot be changed unless
a new revision letter is created, however, the data is not intended for
production use. The Designer or Engineer can arbitrarily apply this
status to freeze the data for use for building prototypes or for providing
preliminary data to customers and suppliers.

• ECPending – Data stored with Item Revisions that have obtained this
status are not in a write-protected mode and can still be changed. This
status informs the consumer of the data that this revisions is currently
in an Engineering Change process. At the successful completion of the
process, the Release Status value will change to "Released".

• (Empty Value) – If the Item Revision has no value for status, it is said to
be "Working" data. That means someone is currently working on the data
contained in the revision.

• Approved – For Documents only.

This list of Release Status types is an example developed for this

training material. Your company may have a different list of
possible Release Status types with different meanings.

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 Viewing Product Structure

Revision Rules
Revision Rules are parameters you set to determine which Item Revisions
are displayed for an Item.
The Revision Rule keys off the value of the Release Status for the Item
Revisions that exist for an Item.
By changing the Revision Rule, you can display different configurations
of an assembly.
In PSE, the current Revision Rule setting displays to the right of the Item
Revision name, in the line above the column headings.
In this example, the Revision Rule is Latest.

The following table shows two examples of Revision Rules:

Revision Rule Details

Latest Working, Has Status
Released Has Status, Working

Your system administrator configures the Revision Rules for your

site.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-13
Viewing Product Structure

List of Revision Rules

The Revision Rules used for this training material are:
• Any Status – loads the latest Statused revisions or, if none exist, the
Working revisions of data.

• Latest – loads the latest Item Revision regardless of its Release Status.
With this rule in effect, you will be able to view Work-In-Progress Item
Revisions.

• Released – loads the latest Item Revision with a Release Status of

"Released." With this rule in effect, you will only view Item Revisions
that have been released.

• Precise Only – loads the specific Item Revision that was in effect the
last time the assembly Item Revision was saved. If newer revisions of
the components of the assembly have been created since the last time the
assembly was saved, they will not display regardless of wether they
have a Release Status value or not.

• Released; Config by Date – Loads the Item Revision with a Release

Status of "Released" and an effectivity range that includes the date
specified by the user by using Tools→Revision Rule→Set Date/Unit/End
Item....

This list of Revision Rules is an example developed for this training

material. Your company may have a different list of Revision Rules.

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 Viewing Product Structure

Revision Display Filter

The Revision Display Filter in My Navigator can be used to configure which
Item Revisions display for an Item, based on established Revision Rules.
To access the Revision Display Filter, select an Item object and choose Send
To→My Navigator.

This launches the My Navigator tri-pane window, shown below:

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-15
Viewing Product Structure

The tri-pane window displays the Item tree (upper-left panel) and Item
Revision tree (lower-left panel), as well as the standard My Navigator tabs.

Key Points
Following are some key points about the tri-pane window:
• The Item Tree (upper-left panel) is a graphical display of a single Item
reference and its associated objects, including all Item Revisions.

• The Item Revision Tree (lower left panel) is a graphical display of a single
Item Revision reference and its associated objects.

• You can sort through numerous Item Revisions using the Revision Display
Filters you can access via the Revision Selection button .

• You can also view the Properties, Viewer, or Referencers tab information
for the object.

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 Viewing Product Structure

Revision Display Filters

Choose the Revision Selection button to display the Revision Selection

dialog, shown below:

Using this dialog, you can select a revision filter option from the Revision
display filter pull-down list, shown below:

You can also use the three Revision Filter buttons, described below, to filter
the Item Revisions display:

• Filters the Item Revisions to those that are Released.

• Filters the Item Revisions to those that are In-Process.

• Filters the Item Revisions to those that are Working.

In the results list, you can double-click an object to display it in the Item
Revision Tree (lower left panel) or you can select and copy an object to the
clipboard for use in other Teamcenter Engineering applications.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-17
Viewing Product Structure

Default Revision Rule Setting

When you log on to the system, a Revision Rule is in effect that controls which
Item Revisions you see listed when you view product structure (BOM). Your
default Revision Rule has been set up by your system administrator.
Your default Revision Rule setting can be changed using Edit→Options→PSE.

You can use this dialog to change your default Revision Rule setting to
another available rule.

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 Viewing Product Structure

Setting an Ad Hoc Revision Rule

Instead of changing your default revision rule, you can change the Revision
Rule in effect on an “ad hoc” or “as needed” basis. To change the Revision Rule
while viewing Product Structure, choose Tools→Revision Rule→View/Set
Current from the PSE pull-down menu bar.
You can also change the Revision Rule by choosing the Revision

Rule icon in the PSE window.

The View/Set Current Revision Rule dialog displays showing the list of
available Revision Rules. You can select the desired rule and choose OK.

The corresponding change to the assembly is displayed in the PSE window.

Your system administrator can add, remove or modify existing
Revision Rules for your site.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-19
Viewing Product Structure

Activity: Changing a Revision Rule

In this activity, you will view the 1510 Wheel Assy BOM while changing
Revision Rules to see which Item Revisions are configured.
Step 1: Search for the 1510-Wheel Assy.

Step 2: View the Product Structure window for the 1510-Wheel Assy.
Highlight the 1510-Wheel Assy Item object and choose Send
To→PSE.

The Product Structure window displays. This shows the

components that make up the Wheel Assembly.

Notice the 1503/002 Wheel does not have a value in the

Item Rev Status column. This is because the Release
Status value is currently working.
As indicated in the window frame, the Revision Rule is currently
set to Latest. This setting permits the loading of components in
the following order of precedence:

Working components

Components containing a Release Status (of any type)

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 Viewing Product Structure

Step 3: Change the Revision Rule to Released and view the results.

Choose the Revision Rule icon on the PSE Tool bar.

Choose Released as the Revision Rule.

Choose OK.

Notice that the configured revision of the 1503 Revision Item

object is now 000.

Step 4: Change the Revision Rule to Any Status and view the results.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-21
Viewing Product Structure

Notice that the configured revision of the 1503 Item Revision

object is now 001.

Step 5: Change Revision Rule to Latest and view the results.

Notice that the configured revision of the 1503 Item Revision

object is now 002.

Step 6: Close the PSE application.

This concludes the activity.

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 Viewing Product Structure

Item Data Consumption While BOM Browsing

While browsing the BOM of a product, you may need to find out more specific
information about individual components of the assembly.
For example, while exploring the 1600/000 BOM, you come across the
1250/001-Axle and want to view its drawing.

Select the 1250/001-Axle and send it to the My Navigator application. Then,

select the DWG1250/- drawing object and choose the Viewer tab to view
the drawing.

You can also select and view any other files (dataset) or form data associated
with the Item Revision.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-23
Viewing Product Structure

Activity: Viewing Item Data from PSE

In this activity, you will find and view BOM of the 1600 Wheel Assembly and
then view file and form data of one of the 1600 components.
Step 1: In My Navigator, Search for the 1600-Wheel Assy.

Step 2: Copy and Paste a reference to the 1600-Wheel Assy into your
Items folder.

Step 3: Open the 1600-Wheel Assy in PSE.

Expand the 1600-Wheel Assy Item and Item Revision.

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 Viewing Product Structure

Select the 1600/000-view BOMView Revision object and choose

the Open icon .

This launches a PSE window showing the Product Structure for

the 1600/000-view BOMView Revision.

Step 4: Change the Revision Rule to Released and view the results.
Choose the Revision Rule icon (or Tools→Revision
Rule→View/Set Current).

Select Released and choose OK.

Notice that the configured revision of the 1250 Axle is now 000.

Step 5: View the Vis data for the 1600/000-Wheel Assy.

In PSE, choose the Show/Hide Data Panel icon .

Choose the Viewer tab.

Click the check-box for the 1600/000-Wheel Assy (view).

The Wheel Assy displays in the Viewer window.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-25
Viewing Product Structure

Step 6: View the drawing for the 1250 Axle component.

Select the 1250/000-Axle component.

Right-click and choose Send To→ My Navigator.

The contents of the 1250/000 Item Revision are displayed,
including the drawing data.

Select the 1250 DWG Image object and choose the Viewer tab
to view the drawing.

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 Viewing Product Structure

Step 7: View the Item Revision Master form data of the 1250/000-Axle
Item Revision.
Select the 1250/000 Item Revision Master form object.

Choose the Viewer tab.

The Item Revision Master Form displays in the Viewer.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-27
Viewing Product Structure

Step 8: Display your Home folder in Navigator.

Choose the Open Home Folder icon .

Step 9: Close the PSE window.

Choose File→Close from the PSE menu bar.

This concludes the activity.

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 Viewing Product Structure

Opening Multiple Product Structures in PSE

The PSE application can have multiple product structures open
simultaneously. If you have opened multiple BOMView Revision objects, you
can use the Select Visible Window icon to toggle back and forth between the
opened product structures.

Choosing the Select Visible Window icon displays the List of available
windows dialog, shown below:

In this example, both the view and assembly product structures for an Item
are open in PSE at the same time.
Double-clicking the structure line item in this dialog changes which structure
you are working with in the main PSE window.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-29
Viewing Product Structure

By selecting two structures from this dialog and choosing the Display
side-by-side button , you can view both structures in the PSE
application at the same time, as shown below:

The black border denotes which side-by-side window is currently active.

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 Viewing Product Structure

Activity: Comparing Product Structures

In this activity, you will open both the view and assembly BOM data for a
single Item so you can compare the product structures.
Step 1: In My Navigator, expand the 1600/000-Wheel Assy.

Notice there are two BOMView Revision objects.

Step 2: Select the 1600/000-view BOMView Revision object and choose

Open.
This launches a PSE window showing the Product Structure for
the 1600/000-view BOMView Revision.

Step 3: Launch a second PSE window for the 1600/000-assembly

BOMView Revision object.
Return to the My Navigator application.

Select the 1600/000-assembly BOMView Revision and choose

Open.

This loads that view in PSE and replaces the existing view loaded.

Choose the Select Visible Window icon .

The List of available windows dialog displays.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-31
Viewing Product Structure

Use the CTRL key to choose both entries in the list and choose
the Display side-by-side button .

This splits the PSE display showing the two product structures
side by side.

Step 4: Compare the two BOM displays.

Choose Tools→Compare....

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 Viewing Product Structure

Choose Single Level and choose OK.

What is different about the assembly BOMView Revision?

_________________________________________

Choose Tools→Clear Compare.

Close the PSE application.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-33
Viewing Product Structure

Activity: Test Your Skills

Use the techniques presented in this Lesson to answer the following
questions:
Step 1: How many components does it take to build a 5101 Brake
Assembly?
_________________________________________

Step 2: How many first level components exist in the 3510 Boot, Assy
Left as:
Parts _________________________________________

Sub-Assemblies _________________________________________

Step 3: What is the Item ID for the Spacer in the 1510/000 Wheel Assy?
_________________________________________

Step 4: What is the difference between the 1510/000 and 1510/001 Wheel
Assemblies?
_________________________________________

This concludes the activity.

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 Viewing Product Structure

Summary
When an Item is an assembly, you will see a BOMView Revision object that
exists for the ItemRevision object.

• BOMView Revisions are used to manage product structure for Item

Revisions.

• Opening a BOMView Revision object launches PSE.

• The Product Structure Editor (PSE) is the application within Teamcenter

Engineering for creating, viewing and modifying Product Structure and
its associated occurrence data.

• From PSE, if you wish to view one of the parts in the BOM, you can send
the desired Item Revision to My Navigator.

• Item Revision configuration using Revision Rules is done by reading the

Release Status of the revisions. Release Status is an attribute assigned to
an object after the object successfully goes through a release.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 7-35
Lesson

8 Product Structure - CAD View

Purpose
The purpose of this lesson is to demonstrate how the Load Options Setting
affects which revisions of component parts are loaded by Unigraphics NX 2
(NX 2) when you open an assembly.

Objective

Upon completion of this lesson, you will be able to:

• Change the Load Options Revision Rule setting and view the resulting
components that get loaded in the assembly.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 8-1
Product Structure - CAD View

Review of Release Status

A Status Type (or Release Status) can be set on almost any Teamcenter
Engineering data upon completion of a release. An object’s properties reflect
the Release Status name and date. The following dialogs in Teamcenter
Engineering show the value of an object’s Release Status and the definition
of the corresponding Revision Rule:
Release Status and Release Date shown in My Navigator:

Revision Rules setting based on Release Status in PSE:

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 Product Structure - CAD View

Revision Rule set to Latest shows resulting Release Status in the Item Rev
Status column in PSE:

Revision Rules used for Load Options in NX 2:

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 8-3
Product Structure - CAD View

Configuring using Revision Rules

A Revision Rule is a method for evaluating which revision of a part should be
chosen depending on certain criteria (for example, whether it has a particular
approval status).
In NX 2, Load Options are configured using Revision Rules to determine
which data to load, based on Status Type.

List of Revision Rules

The Revision Rules used in this training material for Load Options are:
• Any Status - loads the latest released revisions or , if none exist, then the
working revisions.

• Latest - loads the latest Item Revision regardless of its Released Status.
With this rule in effect, you will be able to view Work-In-Progress Item
Revisions.

• Precise Only - loads the specific Item Revision that was in effect the
last time the assembly Item Revision was saved. If newer revisions of
the components of the assembly have been created since the last time the
assembly was saved, they will not display regardless of wether they
have a Release Status value or not.

• Released - loads the latest Item Revision with a Release Status of

"Released". With this rule in effect, you will only view Item Revisions
that have been released.

• Released; Config by Date - Loads the Item Revision with a Release

Status of "Released" and an effectivity range that includes the
date specified by the user by using Tools→Revision Rule→Set
Date/Unit/End Item....

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 Product Structure - CAD View

Load Options
When you open an assembly part file, the system must find and load any
component parts that are referenced by that assembly.
To access Load Options, choose File→Options→Load Options in NX 2.

Load Options do not affect the actual part you are opening. Load
Options only apply to any component parts that need to be loaded
as part of the assembly.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 8-5
Product Structure - CAD View

Activity: Configuring using Revision Rules

In this activity, you will change your Revision Rule setting and observe which
revisions of component parts are loaded by NX 2 when you open an assembly.
Step 1: Launch NX 2 with no parts loaded. If NX 2 is already running,
close all parts.

Step 2: Observe the default Revision Rules setting for Load Options.
Choose File→Options→Load Options.... The Load Options
dialog is displayed.

Verify that Latest is selected.

Choose Cancel.

Step 3: Open the 1510 Wheel Assembly and observe the loaded
components.
In NX 2, choose Open.

In the Part Number field, enter 1510 and press ENTER.

Expand the 1510 Item.

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 Product Structure - CAD View

Select the 1510/001 Item Revision.

Choose OK to load the 1510/001 Wheel Assy.

Choose OK on the Warning dialog.

Close the Information window.

Choose Assemblies→Reports→List Components.

The Component Report Information window appears.
Notice the 1503/002 part revision appears at the top of the
listing.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 8-7
Product Structure - CAD View

Close the Information window.

Step 4: You can also verify which components are loaded by selecting
the Assembly Navigator tab.

Select the Assembly Navigator tab .

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 Product Structure - CAD View

Notice that the 1503/002 Revision of the Wheel is loaded in the

assembly because the Revision Rule is set to Latest.

Step 5: Close all parts in NX 2.

Choose File→Close→All Parts.

Choose Yes on the Warning dialog.

Step 6: Change your Load Options to load the latest revision of

components with Any Status in the assembly.
Choose File→Options→Load Options....
The Load Options dialog displays.

Choose the Any Status Revision Rule and choose OK.

Step 7: Open the 1510 Wheel Assembly and observe the loaded
components.
In NX 2, choose Open.

Expand the Find node for 1510.

Expand the 1510 Item.

Select the 1510/001 Wheel Assembly and choose OK.

Choose OK on the Warning dialog.

Close the Information window.

Choose Assemblies→Reports→List Components.

The Component Report Information window appears.
Notice the 1503/001 part revision appears at the top of the
listing. This is because of the Revision Rule setting of Any
Status.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 8-9
Product Structure - CAD View

Close the Information window.

Step 8: You can also verify which components got loaded by selecting the

Assembly Navigator tab .

Notice that the 1503/001 Revision of the Wheel is loaded in the

assembly.

Step 9: Close all parts in NX 2.

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 Product Structure - CAD View

Step 10: Change your Load Options to load the latest Released revision of
components in an assembly.
Choose File→Options→Load Options.... The Load Options
dialog is displayed.

Choose the Released Revision Rule and choose OK.

Step 11: Open the 1510 Wheel Assembly and observe the loaded
components.
In NX 2, choose Open.

Expand the Find node for 1510.

Expand the 1510 Item.

Select the 1510/001 Wheel Assy.

Choose OK.

Choose OK on the Warning dialog.

Close the Information window.

Choose Assemblies→Reports→List Components.

The Component Report Information window appears.

Notice the 1503/000 part revision appears at the top of the

listing. The 1503/000 has a status of Released.

Step 12: View the Assembly Navigator.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 8-11
Product Structure - CAD View

Step 13: Close all parts in NX 2.

Step 14: Change your Load Options to load the As Saved revision of
components in an assembly.
Choose File→Options→Load Options....

Choose the Load As Saved option at the top of the dialog.

Choose OK.

Step 15: Open the 1510 Wheel Assembly and observe the loaded
components.
In NX 2, choose Open.

Expand the Find node for 1510.

Expand the 1510 Item.

Select the 1510/001 Wheel Assy.

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 Product Structure - CAD View

Choose OK.

Choose OK on the Warning dialog.

Close the Information window.

Choose Assemblies→Reports→List Components.

The Component Report Information window appears.

Notice that the 1503/000 Revision of the Wheel is loaded in the

assembly.

Step 16: Exit NX 2.

Choose File→ Close→ All Parts.

Choose Yes on the Warning dialog.

Choose File→ Exit.

Choose Yes on the Exit dialog.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 8-13
Product Structure - CAD View

Summary
A Status Type (or Release Status) can be set on almost any Teamcenter
Engineering data upon completion of a release.
• An objects properties reflect the Release Status by name and the Release
Date.

• A Revision Rule is a method for evaluating which revision of a part should

be chosen depending on certain criteria (for example, whether it has a
particular approval status).

• When you open an assembly part file, the system must find and load
component parts that are referenced by that assembly. Load Options let
you specify how the system loads your part files.

8-14 Teamcenter Engineering Product Data Management ©UGS Corp., All Rights Reserved MT14330-SG-0912
Lesson

9 Where Used and Where

Referenced

Purpose
In this lesson, you will perform a Where Referenced and Where Used search.

Objective
Upon completion of this lesson, you will be able to:
• Perform a Where Referenced search

• Perform a Where Used search

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 9-1
Where Used and Where Referenced

Performing a Where Referenced Search

A Where Referenced search is useful for finding parts and specifications
related to an object.
Suppose you want to find all locations where the BBDS5453 Axle, High
Speed Design Specification is being referenced. To do this, select the
BBDS5453/000-Axle, High Speed Document Revision and choose the
Referencers tab. Set the Where pull-down list to Referenced.

The results of the Where Referenced query is a list of all objects that are
related to the Design Specification.

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 Where Used and Where Referenced

Key Points
Following are some key points about Where Referenced search results:
• Where Referenced displays are connected with blue links.

• The Referencers tab allows you to perform either a Where Used or Where
Referenced search in the same display.

• The relationships are displayed graphically in the Referencers window.

• You can perform iterative expansions of References by double-clicking an

object in the Referencers window graphical display.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 9-3
Where Used and Where Referenced

Activity: Perform a Where Referenced Search

In this activity, you will perform a Where Referenced search on the

BBDS5453 Design Specification document.
Step 1: Go to the Items folder in My Navigator.

Step 2: Expand the BBDS5453-Axle, High Speed Document.

Step 3: Select the BBDS5453/000-Axle, High Speed Document Revision.

Step 4: Use Where Referenced to query the system to locate all parts
affected by the Design Specification.
Choose the Referencers tab and set the Where pull-down list
to Referenced.
If necessary, double-click the BBDS5453/000-Axle,
High Speed Document Revision in the Referencers
window to expand the view of object references.

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 Where Used and Where Referenced

Step 5: Find and expand the 1510-Wheel Assy Item.

Notice that there are two revisions, 000 and 001.

Next, you will perform a Where Referenced search to find out why
the 001 Revision was necessary.

Close the Search window.

Step 6: Perform a Where Referenced search on the 1510/001-Wheel Assy

Item Revision.
Select the 1510/001-Wheel Assy Item Revision and click the
Referencers tab.

Set the Where pull-down list to Referenced.

If necessary, double-click the 1510/001-Wheel Assy
Item Revision in the Referencers window to expand
and view the object references.
This gives you a list of objects that currently contain a
reference to the selected Item Revision.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 9-5
Where Used and Where Referenced

One of the referenced objects is an Engineering Change

Revision. Viewing the CN Engineering Change object in CM
Viewer gives you information about why the new revision
was necessary.

Step 7: Return to your Home folder.

This concludes the activity.

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 Where Used and Where Referenced

Performing a Where Used Search

Perform a Where Used search to find assemblies that use the selected Item.
Suppose you want to find assemblies where the 1503-Wheel is being used.
Highlight the 1503-Wheel Item and choose the Referencers tab. Set the
Where pull-down list to Used and double-click the 1503-Wheel Item in the
Referencers window.

This shows that both the 1510/000 and 1510/001 Wheel Assemblies use
the 1503-Wheel Item.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 9-7
Where Used and Where Referenced

Where Used Options

To specify the depth of the output results, choose an option from the Depth
pull-down list. The options to display include One Level, All Levels, or the
Top Level assembly.
Performing a Where Used search with the Depth set to All Levels shows all
the Item Revisions that have the selected Item as a component.
Performing a Where Used search with the Depth set to Top Level shows only
the top-level assembly that uses the selected Item, as shown below:

You can also specify a Revision Rule to use in the Where Used search by
selecting a Revision Rule from the Where-Used Rule pull-down list.

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 Where Used and Where Referenced

Key Points
Following are some key points about Where Used search results:
• Where Used displays are connected with red links.

• The Where-Used search results consist only of Item Revision objects.

• You can perform iterative expansions of Where Used search results by

double-clicking objects displayed in the Referencers window.

• You can specify the depth of the output results — You can choose to
display the Where Used results with only One Level, All Levels, or the
Top Level assembly.

• You can specify the Revision Rule to use in the Where Used search by
selecting a Revision Rule from the Where-Used Rule pull-down list.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 9-9
Where Used and Where Referenced

Activity: Perform a Where Used Search

In this activity, you will perform a Where Used search on the 1503-Wheel to
see where it is used.
Step 1: Find the 1503-Wheel Item.

Step 2: Perform a Where Used search on the 1503-Wheel Item.

Close the Search window.

Select the 1503-Wheel Item and choose the Referencers tab.

Verify the Where option is set to Used and the Depth option
is set to One Level.

If necessary, double-click on the 1503-Wheel icon in the

Referencers window.
This shows you the next higher assemblies that use the Wheel.

Step 3: Perform a Where Used search on the 1510/001-Wheel Assy.

From the Where Used results display, double-click on the
1510/001 Item Revision icon.

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 Where Used and Where Referenced

The 1510/001-Wheel Assy is used in the 2505/000-Frame Assy.

Step 4: Perform a Where Used search on the 2505/000-Frame Assy.

From the Where Used results display, double-click on the
2505/000 icon.

Continue doing this until you get to the top-level assembly.

You could also set the Depth to All Levels to get
the same result.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 9-11
Where Used and Where Referenced

Summary
• The Referencers application allows you to perform either a Where Used
or Where Referenced search in the same display. The relationships are
displayed graphically.

• Perform a Where Referenced search to find out where a selected object

is being referenced. Where Referenced displays are connected with blue
links.

• Perform a Where Used search to find assemblies that use the selected
Item Revision. You can choose to display the Where Used results with
only One Level, All Levels or the Top Level assembly. Where Used
displays are connected with red links.

• You can perform iterative expansions of the search by double-clicking the

object icon in the Referencers window.

9-12 Teamcenter Engineering Product Data Management ©UGS Corp., All Rights Reserved MT14330-SG-0912
Lesson

10 Product Structure Editing

Purpose
The purpose of this lesson is to create and maintain Bill of Material (BOM)
data using the Teamcenter Engineering Product Structure Editor (PSE)
application.

Objective
Upon completion of this lesson, you will be able to:
• Build Structure using Product Structure Editor (PSE)

• Create multiple BOMView Revision Types

• Create an Alternate Component

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-1
Product Structure Editing

Building Structure
You can create structure using the following techniques:
• the New Item dialog

• the Copy and Paste options

• the Add... and Paste... options

Using Copy and Paste

Copying and pasting information into PSE is one method for building
structure. You can do the following:
• Copy more than one Item Revision to create several components at the
same time.

• Use the Paste option to take Items and Item Revisions from the clipboard
and create components in an assembly in PSE.

• Select several target assemblies to add the components in one operation.

• Copy Items and Item Revisions from other Application windows and
Paste them into a PSE window.

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 Product Structure Editing

Using the Paste... dialog

If you want to paste a component multiple times, use the Paste... dialog. This
method pastes what is currently in your clipboard.

• Number of Occurrences corresponds to the number of times the part

number is displayed in the BOM.

• Quantity per Occurrence is the quantity within each specified occurrence.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-3
Product Structure Editing

Using the Add... dialog

The Add... dialog is similar to the Paste... dialog.
The main difference is that the Paste... dialog pre-populates the Item ID
(Revision) and Name fields with an Item (Revision) from the clipboard. Using
Add... dialog you can specify a component by typing in the ID (rather than
pasting from the clipboard).

• Number of Occurrences corresponds to the number of separate

components that would be added.

• Quantity per Occurrence is the quantity that each single occurrence

represents in the BOM.
To use Add... you must know the Part Number.

You can add multiple occurrences, as well as more than one quantity per
occurrence. For example, you might have 1 occurrence of a rivet with
a Quantity per Occurrence of 50, or 2 occurrences of a rivet each with a
quantity of 25.

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 Product Structure Editing

Activity: Create Assembly Structure

In this activity, you will build a Recreational In-line Skate Assembly
structure.
Step 1: Change your Role to Product Engineer.

Step 2: Create a new recreational skate line top level Item.

Select your Items folder.

In Teamcenter Engineering, choose File→New→Item....

This displays the New Item dialog.

Step 3: Select the Item Type.

Select Item as the Type.

Choose Next.
The Item Information dialog displays.

Step 4: Enter the Item ID, Revision, Name, and Description.

Enter the Item ID=6205_###, where ### denotes a number
designated by your instructor.

Enter the Revision 000.

Enter the Name=Rec. Skate Assembly

Enter the Description=Recreational Skate Line

The Unit of Measure field, when left blank, implies
"each."

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-5
Product Structure Editing

Choose Finish to create the Item.

Choose Close to close the New Item dialog.

The new Item is placed in the Items folder.

Step 5: Start PSE on the top-level assembly.

Select the 6205_###-Rec. Skate Assembly Item.

Right-click and choose Send To→PSE.

The PSE application displays.

Step 6: Create the new Skate Assembly, Left Item.

In PSE, select the 6205_###/000 Rec. Skate Assembly.

Choose File→New→Item....

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 Product Structure Editing

You can also use the CTRL-T key combination to

access the New Item dialog and create the Item.

Select Item for Type and choose Next.

In the Item ID field, enter 3210_###.

In the Rev field, enter 000.

In the Name field, enter Skate Assembly, Left.

Choose Finish to create the Item.

The new Item is placed in the 6205_###/000-Rec. Skate Assembly.

You may need to make the BOM Line column wider.

In the next Steps, make sure to highlight the correct

node when adding the Item. You can use Cut, Copy, and
Paste to fix any mistakes, if necessary.

Step 7: Create the new Skate Assembly, Right Item.

Make sure the 6205_###/000-Rec. Skate Assembly is selected.

The New Item dialog is still displayed. Select Item for Type
and choose Next.

Enter the Item ID=3220_###.

Enter the Revision=000.

Enter the Name=Skate Assembly, Right.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-7
Product Structure Editing

Choose Finish to create the Item.

Choose Close to close the New Item window.

Step 8: Create the new Boot Assembly, Right Item.

Select the 3220_###/000-Skate Assembly, Right.

Use the CTRL-T key combination to access the New Item dialog.

Select Item for Type and choose Next.

Enter the Item ID=3230_###

Enter the Revision=000.

Enter the Name=Boot Assembly, Right.

Choose Finish to create the Item.

The new Item is placed in the 3220_###/000-Skate Assembly,
Right.

Choose Close to close the New Item dialog.

Select the 3220_### node and choose the + sign to expand it.

Step 9: Create the Liner, Shell, and Tongue Items inside the Boot
Assembly, Right.
Select the 3230_###/000-Boot Assembly, Right.

Use the CTRL-T key combination to access the New Item dialog.

Select Item for Type and choose Next.

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 Product Structure Editing

Enter the Item ID=3240_###.

Enter the Revision=000.

Enter the Name=Liner, Right.

Choose Finish to create the Item.

The New Item dialog is still displayed. Select Item for Type
and choose Next.

Enter the Item ID=3250_###.

Enter the Revision=000.

Enter the Name=Shell, Right.

Choose Finish to create the Item.

The New Item dialog is still displayed. Select Item for Type
and choose Next.

Enter the Item ID=3260_###.

Enter the Revision=000.

Enter the Name=Tongue, Right.

Choose Finish to create the Item.

Choose Close to close the New Item dialog.

Select the 3230_### node and choose the + sign to expand it.
At this point, your 6205_###/000-Rec. Skate Assembly should
look like the structure shown in the following diagram:

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-9
Product Structure Editing

Step 10: Save the PSE.

Choose the Save icon.

Step 11: Add the 3102 Boot, Right Item to the Boot Assembly, Right.
In PSE, highlight the 3230_### node and choose Edit→Add....

In the Item ID field, enter 3102 and press ENTER.

The Add dialog is filled in with information about the 3102
Item ID.

Choose Apply.

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 Product Structure Editing

Step 12: Add the 3118 Collar to the Boot Assembly, Right.
With the Add dialog still displayed, enter 3118 in the Item
ID field, and press ENTER.

Choose OK.
The 3118 Collar Item is placed inside the assembly.
At this point, your 6205_###/000-Rec. Skate Assembly
assembly should look like the structure in the following
diagram.

Step 13: Save PSE.

Choose the Save icon.

Step 14: Find an existing Buckle Assembly by Name and add it to the Boot
Assembly, Right with a quantity of three (3).
Return to My Navigator and choose Search.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-11
Product Structure Editing

Select the Item... query from the drop-down list.

Choose More... to see all fields.

Choose Clear this query form.

In the Name field, enter Buckle Assembly.

Choose Execute this query.

Select the 4103-Buckle Assembly and choose Copy.

Return to the PSE application and select the

3230_###/000-Boot Assembly, Right.
In the next action, be sure to select Edit→Paste...
rather than Edit→Paste because this displays a
different dialog.

Choose Edit→Paste...

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 Product Structure Editing

Enter 3 in the Number of occurrences field.

Choose OK.

Three occurrences of the Buckle Assembly are added to the

3230_###/000-Boot Assembly, Right.
At this point, your 6205_###/000-Rec. Skate Assembly should
look like the structure in the following diagram:

Step 15: Save PSE.

Choose the Save icon.
This saves your PSE window with the assembly you have
built so far.
Next, you will add an existing Brake Assembly to your
6205_###/000-Rec. Skate Assembly.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-13
Product Structure Editing

To demonstrate copying structure between two PSE windows,

you will open a second PSE window for the 6120/000-Skate
Assembly, Right (which contains a Brake Assembly).
You will then Copy and Paste the structure of the
Brake Assembly from the second PSE window into the
6205_###/000-Rec. Skate Assembly PSE window.

Step 16: Find the 6120 Skate Assembly, Right and send it to PSE.
In My Navigator, search for the Item ID=6120.

Select the 6120-Skate Assembly, Right from the search results.

Right-click and choose Send To→PSE.

Step 17: Create side-by-side PSE Views.

Choose the Select visible window icon.

The List of Available windows appears.

Highlight both rows in the Structure list.

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 Product Structure Editing

Choose the Display selected windows side by side button

.
The assembly structures display side-by-side in the PSE
window.

Step 18: Copy the existing Brake Assembly into your 6205/00-Rec. Skate
Assembly.
Use the CTRL key to deselect any selected items in the PSE
side by side windows.

In the 6120/000-Skate Assembly, Right window, select the

5101/000-Brake Assembly.

Choose Copy.

In the 6205_###/000-Rec. Skate Assembly window, select the

3220_###/000-Skate Assembly, Right.

Choose Paste.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-15
Product Structure Editing

Be careful with the next two actions.

In the upper right corner of the 6120/000-Skate Assembly,

Right PSE window, click the x to close the window.

Choose the Save icon to save the 6205_### PSE window.

Step 19: Remove the Tongue from the Boot Assembly, Right (decide that it
is not going to be used).
In the 6205_###/000-Rec. Skate Assembly, select the
3260_###/000-Tongue, Right.

Choose the Remove a line icon to remove this line from

the BOM.
At this point, your 6205_###/000-Rec. Skate Assembly should
look like the structure in the following diagram:

Step 20: Save and Close PSE.

Choose the Save icon.

Choose File→Close in the PSE window.

This concludes the activity.

10-16 Teamcenter Engineering Product Data Management ©UGS Corp., All Rights Reserved MT14330-SG-0912
 Product Structure Editing

Activity: Complete the Product Structure for Skate Line

In this activity, you will add the Frame Assembly to the Recreational Skate
Assembly.
Step 1: Send the top level Rec. Skate Assembly to the PSE application.
In My Navigator, expand the Items folder to locate the
6205_###-Rec. Skate Assembly Item.

Select the 6205_###-Rec. Skate Assembly Item. Right-click

and choose Send To→PSE.
The PSE application displays.

Step 2: Add the Frame Assembly to the Skate Assembly, Right.

In My Navigator, search for the 2105-Frame Assembly.

Select the 2105-Frame Assembly Item.

Choose Copy.

In the PSE application select the 3220_###/000-Skate

Assembly, Right.

Choose Paste.

Expand the 3220_###/000 node.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-17
Product Structure Editing

Step 3: Save PSE.

Choose File→Save.

This concludes the activity.

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 Product Structure Editing

How does PSE work?

PSE displays the information that resides in the BOMView revision.
Using PSE, you can see what the assembly structure of a product
looks like. You can navigate through the assembly to find components
and then access any data associated with those components.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-19
Product Structure Editing

BOM Views and BOM View Revisions

BOM Views are used to manage product structure information for an Item.
Similarly, BOM View Revisions are used to manage product structure for
Item Revisions.
When you add a component to an assembly, you are creating an occurrence of
that item or item revision in the assembly. This occurrence is displayed as
a line in the BOM.
Each assembly revision has its own BOM View Revision (BVR). When you
save your PSE session, you are saving the changes to every modified BOM
View Revision in that PSE window.
If you expand an item revision in My Navigator, you will see the BOMView
Revision object, which is the object in which the occurrence information is
stored.
The BOMView Revision objects for the 6205_###/000 Skate Assembly are
shown as the last two objects in the following diagram.

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 Product Structure Editing

PSE Multiple Views

Save As... BOMView (Revision)

You can create a new BOMView Revision by selecting an existing BomView

Revision object and choosing File→SaveAs→BOMView(Revision)...

This action results in the following:

• A BOMView Revision object is created and associated with an Item
Revision.

• The Item ID and Item Revision of the owning Item are not editable, they
are just confirmation that the correct Item Revision was selected.

• The name for the BOMView Revision is derived from the ID of the owning
Item/Revision by appending the view type.

• Only one BOMView Revision of a given view type (view, assembly) can
exist for an Item Revision.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-21
Product Structure Editing

Activity: Creating Multiple BOMView Types

In this activity, you will create a new BOMView type for the Rec. Skate
Assembly. In addition to the default initial view (view), you will create
a second view named "assembly." The assembly view will also contain a
Fixture for the assembly process. The Fixture will be created as a new Item
of Type Fixture.
Step 1: In My Navigator, change your role to Tooling Engineer.

Step 2: Fully expand your 6205_### Rec. Skate Assembly Item to show
the "view" BOMView Revision.
Expand your 6205_###-Rec. Skate Assembly Item.

Expand your 6205_###-Rec. Skate Assembly Item Revision.

This displays the "view" BOMView Revision object.

Step 3: Copy (SaveAs) the "view" BOMView Revision to create an

"assembly" BOMView Revision.
From My Navigator, select the 6205_###/000-view BOMView
Revision object.

Choose File→SaveAs...
This displays the SaveAs BOMView Revision dialog populated
with values from the “view” BOMView Revision, by default.

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 Product Structure Editing

Choose More... in the list of Types.

A pop-up window appears.

Select the assembly Type from the list.

Choose OK.

Select the 6205_###/000 Item Revision and choose

View→Refresh.

Notice the new “assembly” BOMView Revision object in the

6205_###/000 Item Revision.

Step 4: Create a new Fixture for your 6205_###/000-assembly BOMView

Revision.
Select the Items folder and choose File→New→Item....

Select Fixture as the item type to create and choose Next.

In the ItemID field, enter 3270_###.

In the Rev field, enter 000.

In the Name field, enter Assembly Jig.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-23
Product Structure Editing

Choose Finish.
The new Item is created in the Items folder.

Choose Close to close the New Item dialog.

Step 5: Add the Fixture to the assembly BOMView Revision.

In My Navigator, select the 3270_###/000-Assembly Jig
Fixture Revision.

Choose Copy.

Send the 6205_###/000-assembly BomView Revision to PSE.

In PSE, select your 6205_###/000-Rec. Skate Assembly

(assembly) BOM Line and choose the Paste icon.

Save the PSE.

This concludes the activity.

10-24 Teamcenter Engineering Product Data Management ©UGS Corp., All Rights Reserved MT14330-SG-0912
 Product Structure Editing

Alternate Occurrences
Alternate components are parts which are interchangeable with a particular
component in an assembly. These are often useful in manufacturing, allowing
an alternate to be used which is cheaper or quicker to purchase. Alternates
are specific to a single occurrence within an assembly.

Key Points

Following are some key points about alternate components and occurrences:
• One of the alternates is the Preferred alternate, and is always displayed
in the BOM.

• The Preferred Alternate is the one used when running NX 2.

• You can change the Preferred Alternate.

• You can add any number of alternate components for a particular line in
the BOM.

• Alternates are unique to the BOM. This means that identifying a Part
as an Alternate of another Part only applies in the current BOM.
Occurrences of the part in other BOMs are not affected.

• To view the alternate components for a part, select the component and

choose the icon.

Adding an alternate is a modification to the BOM View Revision, and you

must therefore have write access. Changing the preferred alternate is allowed
during the session, but the change can only be saved if you have write access.

Alternate Component Display

Alternate components are identified with the symbol.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-25
Product Structure Editing

Activity: Add Alternate Fixture to the Assembly View

In this activity, you will provide an alternate Assembly Fixture for your
6205_###/000 Rec. Skate Assembly Assembly BOMView Revision. This
is done using the PSE application.
Step 1: Provide another Assembly fixture as an Alternate.
Open the 6205_###/000-assembly BOMView Revision in PSE,
if it isn’t already.

Select the 3270_###/000-Assembly Jig.

Click the List Alternate Components icon .

The List Alternates dialog appears.

Choose the Add... icon.

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 Product Structure Editing

The Add dialog appears.

In the Item ID field, type T2105.

Press the ENTER key on the keyboard.

The fields in the Add dialog are automatically filled in with
the Item information.

Choose OK.

View your results in the PSE window. Notice the

3270_###/000-Assembly Jig Fixture Revision contains an
Alternate display symbol.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-27
Product Structure Editing

To view the Alternates for this part, choose the List Alternates

icon .

Close the List Alternates dialog.

Choose the PSE application Save icon.

Close the PSE application.

This concludes the activity.

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 Product Structure Editing

Summary
• You can create product structure in PSE using the New Item dialog and
the Add... and Paste... dialogs.

• The main difference between Add... and Paste... is that the Paste...
dialog pre-populates the Item ID (Revision) and Name fields with an
Item (Revision) from the clipboard.

• Using Add... you can specify a component by typing in the Item ID

(rather than pasting from the clipboard).

• Number of Occurrences corresponds to the number of instances of the

component to add to the structure.

• PSE displays the information that resides in the BOMView Revision.

• BOMView Revisions are used to manage product structure for Item

Revisions.

• Alternate components are parts which are interchangeable with

a particular component in an assembly. These are often useful in
manufacturing, allowing an alternate to be used which is cheaper or
quicker to purchase. Alternates are specific to a single occurrence within
an assembly.

• Alternate components are identified with the symbol.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 10-29
Lesson

11 Product Structure - Variants

Purpose
The purpose of this lesson is to demonstrate the Variants features of PSE.

Objective
Upon completion of this lesson, you will be able to:
• Use Modular Variants

• Create Variant Data

• Identify and locate Variant Data

• Configure a Variant Structure

• Create a Variant Item

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-1
Product Structure - Variants

Introduction to Variant Functionality

Variant Functionality allows you to create Options (for example, model) and
the allowed Values (for example, Flash, Glider) and associate these with an
Item Revision.
Using Variant functionality, you can:
• Define a Variant Condition on those occurrences which are subject to
Variant Rules.
For example, only load IF “Option model = Value Flash" is specified
in the Variant Rule.

• Set a Variant Rule to configure a particular variant of the assembly

or product.

• Set default Option values for the Variant Rule.

• Create Error Checks to specify Option values, or combinations of values,

that are not allowed.

Changes to variant data are controlled by being associated with Item

Revisions and BOMView Revisions using the usual methods in Teamcenter
Engineering.

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 Product Structure - Variants

Example of Variant Functionality

The following diagram illustrates the Variant functionality
as it applies to the Recreational Skate Assembly being
used throughout this lesson for examples and activities.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-3
Product Structure - Variants

Modular Variants
Modular Variants enable Option definitions and Constraints to be
encapsulated to that area of the structure, the Module, where the option
definitions are used.
• Modular Variants supports reusability of lower level assemblies and parts.

• To use Modular Variants, BOMs and Parts must also be engineered for
modularity.

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 Product Structure - Variants

Example Configuration for Modular Variants

The following example shows the configuration of a Modular Variant
structure.

Public Options — Options set in a direct parent module can be used to set
values for the child modules. These options can be set by the user. Public
Options are the ’interface’ to the module. The Appliance Height Option set in
the parent module of the refrigerator/freezer example is used to define the
Door Height of the Door Assy, a child module.
Private Options — Options in the child module which are set based on
values of Public Options. Private (or internal) Options are set, not by the
user, but by the values of the Public Options. The Door Height in the Door
Assy is a Private Option.
Presented Options — Options defined for lower level modules in a structure
can be presented up to a direct Parent Module where they can be seen and
set as Public Options. In the example, the Salad Drawer and Number of
Shelves are Presented Options.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-5
Product Structure - Variants

Terms you need to know

Following are additional terms you need to know when working with Modular
Variants:
In addition to Public, Private, and Presented Options, Modular Variants
enables use of Global and External Options:
• Global Options — Define, in a central Module, a set of standard, allowed
values which can then be used in other Modules.

• External Options — Options typically set at the top-level module and

used to set the value of options that reference them in lower level modules.

Constraint — An expression used to set an Option value based on the values

of other Options, or to set or fix an Option to a given value. Fixed values
can not be overridden by the user.
Error Check — A type of constraint in which a message is generated for
a given combination of Option values. Error checks have three levels of
severity: Error, Warning, and Information.
Variant Condition — An expression on a BOM line that evaluates to true or
false. If a variant condition evaluates to true, the BOM line is configured,
otherwise it is not.
Module — A container for the Options and Constraints used to define Item
variability within a given area of the product structure.
Variant Configuration — The values set for all Public Options (in the
top-level Module) which configures to a structure.
Variant Item — A specific, non-variant instance of a Module.

Option Names, Types, and Operators

Option names are not unique in the database, they are unique within the
item to which they are attached. Options are generally displayed with their
owning Item. You only need to specify an item when the Option is not unique.
Options can be set using the following types:
• String

• Integer

• Real

• Logical (true, false)

Operators (=, >, <, >=, =<, to) can be used with Real and Integer Options to
define allowed values, variant conditions, and constraints.

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 Product Structure - Variants

Applying Variant Conditions

The variant components in a modular assembly are configured by applying
a Variant Condition to the components. For example, the following variant
conditions are applied to the components in the Door Assy Module:
• Load if Application=Fridge is applied to the ’Door Liner Fridge’,
’Insulation Fridge’, and ’Egg Tray’ components.

• Load if Application=Freezer is applied to the ’Door Liner Freezer’ and

’Insulation Freezer’ components.

The Options which can be used in the Variant Condition are limited
to those Options (Public or Private) defined for the parent Module.
This enforces modularity, in contrast to the legacy functionality
which can use any Option in the Database.

Hybrid Mode
Teamcenter Engineering can be run in hybrid mode with a product structure
having a mixture of both Variant and Modular Variant approaches. This
gives greater flexibility and an easier path for those on traditional Variants to
migrate incrementally to Modular Variants.
This lesson covers concepts of both approaches with an emphasis on using
the Modular Variants functionality.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-7
Product Structure - Variants

Designing for Modularity

Design the Modular Variant structure to simulate choices the customer is
offered and ensure that the structure is correctly and completely configured.
The user is able to set values for options on the product module only, the
top-level or parent module. They are not able to set options in lower level
modules.
Design all the lower level modules so they are completely configured by
whatever combination of options are set in the top-level or parent modules.
This can be done using the mechanisms already described, namely:
Modules with a large number of options and numeric options (which have an
infinite range unless allowed values are specified) have a correspondingly
large number of permutations, not all of which are manufactured.
It is useful to be able to reuse permutations which have previously been sold,
as significant engineering work may have been invested in creating technical
documentation, drawings and manufacturing data, which is attached to the
Variant Items.
A suggested approach to designing for modularity would be as follows:
1. Marketing decides what features to offer, in collaboration with
Engineering.
• Engineering offers technical features and costs with their design.

• Features may be packaged into groups.

• The features offered may depend on the region in which the product is
sold.

2. Engineering determines the Modules of the product and designs the

Product Structure accordingly.

3. Engineering translates the product features into Variant Data (Options

and Constraints) on the Modules and components (Variant Conditions).

4. Having created the Variant Data and Conditions, Variant Items can be
created based on sales orders received.

5. Data, such as drawings, is stored with the Variant Item and the
non-variant structure is sent to ERP and manufacturing.

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 Product Structure - Variants

Using Modular Variants

The scenario described in this section illustrates the general procedure for
using Modular Variants. This same scenario is used for activities you will
complete in this lesson.
First, you create Options and allowed Values for the Recreational Skate Line.
Having established the Options used to drive different configurations of the
Recreational Skate Assembly, you then specify Variant Conditions for the
components to configure the product line appropriately.
Next, you define Error Checks on the Variant Conditions to ensure the
validity of Variant Configurations.
Having defined Error Checks, you then configure a variant structure, test
that the product is correctly configured, and save the configuration.
Finally, you can create (or search for) Variant Items to populate a complete
variant structure for filling customer orders.

Where Variant Data is Stored in the BOM

When populating a BOM with Variant Data, you must determine to which
assembly Items the Options, Constraints, and Error Checks should be
attached.
There are two broad kinds of Variant Data - data set by marketing or
customers to specify the variant of the product they want, and data set by
engineers to control more detailed variant information with which customers
are not concerned.
Marketing data is probably best stored at the product, or top-level assembly
Module, which is the context for that kind of user. Engineering variant data
is more likely to be stored at the lower levels on which engineers responsible
for specific sub-assembly Modules work. Engineers are concerned with
ensuring the correct components get loaded for a particular Option and that
invalid combinations cannot be configured.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-9
Product Structure - Variants

Variant Data Location

Variant data is stored on the following objects:
On the Item Revision:
• Options and Allowed Values

• Fixed and Derived Default Values

• Error Checks

• Constraints

On the Occurrence:
• Variant Conditions

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 Product Structure - Variants

Identifying Variant Data

• Options and Defaults - The Variant Rule indicates which Item Revision
the Option is owned by and on which Item any Defaults have been set.

• Variant Data on Items - A “Y” in the HVD - Has Variant Data column in
PSE indicates an Item has variant data associated with it. You can use
the Option Defaults, Define Options or Error Check dialogs to view the
associated variant data.

• Variant Components / Variant Conditions- The node for components

that have Variant Conditions displays a symbol and the Variant
Conditions column in the PSE application displays the condition.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-11
Product Structure - Variants

Activity: Add the Model Option to Recreational Skate Line

In this activity, you will add a Variant Option and the associated Variant
Conditions to your new Recreational Skate Line.
You will create an Option named model with allowed values of Flash, Glider,
Streetsmart, and Windrunner. The Flash and Glider models use a Boot in
their assembly whereas the Streetsmart and Windrunner models use a Shell.
Step 1: Change your Role to Product Engineer.

Step 2: In the PSE application, select the top-level Module in the Product
Structure, 6205_### Rec. Skate Assembly (view).

Step 3: On the Recreational Skate, add a Variant Option called "model"

with the values of Flash, Glider, Streetsmart, and Windrunner,
with Flash as the default.

Choose the Show/Hide Data Panel icon .

Choose the Variants tab.

Mouse over the Operations icons to become familiar with the

operations you can perform in Modular Variants.

The Show legacy, variant data tab panel icon

can be used to access the traditional Variant

functionality and user interface.

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 Product Structure - Variants

The Operations icons displayed at the bottom of the

Variants tab are listed in the same order left to right,
as the Variant Data is displayed in the Variants
tab, top to bottom.

Choose the Create a new option icon .

The New Option Wizard is launched.

Toggle the Just let me edit the new option’s properties button
and choose Finish.
The Create new option dialog displays.

Select PUBLIC as the Visibility for the Option.

The “model” Option visibility is Public because it is set by the
customer when configuring the product.

Enter model in the Name field.

Enter various recreational skate models in the Description

field.

Enter Flash in the Allowed Values field.

Choose the Add button to add Flash as an Option Value for

model.

Enter Glider in the Allowed Values field and choose Add.

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Product Structure - Variants

Enter Streetsmart in the Allowed Values field and choose Add.

Enter Windrunner in the Allowed Values field and choose Add.

In the Default field, select Flash from the pull-down list.

This specifies Flash as the Option Default value.

Choose Apply.
The option is created and displays in the Options list of the
Variants tab.

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 Product Structure - Variants

Notice the Item Revision symbol for the assembly

turns grey indicating a variant Option exists for
the assembly.

Choose Close to close the Create new option dialog.

Step 4: Create Variant Conditions on the Shell to load if the model is

Streetsmart or Windrunner.
In the PSE window, expand the 3230-Boot, Assembly, Right.

Select your 3250_###/000 Shell in the PSE window.

Choose the Edit the variant condition icon .

The Variant Condition dialog displays.

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Product Structure - Variants

Select [6205_###] model from the Option pull-down list.

Only the Options in the parent Module are available
to include in the Variant Condition. You can choose
the Show legacy variant condition icon to access and
edit legacy Variant Conditions.

Select Streetsmart from the Value pull-down.

A second condition line displays for input.

Choose or from the pull-down list in the If column.

Select [6205_###] model from the Option pull-down list.

Select Windrunner from the Value pull-down.

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 Product Structure - Variants

The Variant Conditions window should look like the following:

Choose OK.
Notice the Variants symbol indicating that Variant Conditions
exist for the Shell.

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Product Structure - Variants

Step 5: Create Variant conditions on the Boot to load if the model is

Flash or Glider.
Select the 3102_###/000 Boot, Right Item Revision.

With the Boot selected, repeat Step 3 to load the Boot as a

component for the Flash or Glider skate models.
The Variant Conditions should look like the following:

Choose OK.

Step 6: View your results in the PSE window.

Toggle the Show/Hide Data Panel icon .

You may need to rearrange your PSE Column Options
to look like this.

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 Product Structure - Variants

Step 7: Save the PSE.

Choose the Save icon .

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-19
Product Structure - Variants

Creating Private and External Options

Marketing has decided to add a Buckle Type option to the Recreational
Skate Line. The Buckle Type Option values are Classic, Velcro, and Snap.
The Buckle Type Option can be set by the customer in the top-level product
module.
The Buckle Type affects the engineering components used in the Buckle
Assembly, influencing which Clasp, and other components, are used. The
value of the Buckle Type Option will therefore be used to set the Clasp
Type Option value.
The Buckle Assembly in which the Clasp Type Option will be defined is not a
direct child module of the top-level product module in which the Buckle Type
Option is set. Therefore, the Clasp Type Option must be created referencing
Buckle Type as the External Option from which its value is derived.

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 Product Structure - Variants

Activity: Create the New Buckle Assembly Module

A new buckle assembly with components for the variations in the Buckle Type
must be created to fulfill the marketing request and engineering requirement.
The new buckle assembly will be used to replace the existing buckle assembly
Module in the Recreational Skate Line Product Structure.
The new buckle assembly will be assigned an Item ID 4105 and will be based
on the 4103 buckle assembly.
Step 1: Create the 4105 Buckle Assembly based on the 4103 Buckle
Assembly.
In My Navigator, search for the 4103-Buckle Assembly Item.

Select the 4103-Buckle Assembly Item.

Choose File→Save As....

The Save As dialog, based on the 4103/000-Buckle Assembly
Item, displays.

Enter the Item ID = 4105_###, where ### denotes a number

designated by your instructor.

Enter the Revision ID = 000.

Edit the content of the Name field to add “Variants” to the end
of the name, as follows: Buckle Assembly Variants.

Optionally, type a description in the Description field.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-21
Product Structure - Variants

Choose OK to create the Item.

The 4105_###/000-Buckle Assembly Variants Item is created
in your Newstuff folder.

Cut the 4105_###/000-Buckle Assembly Variants Item from

your Newstuff folder and paste it into your Items folder.

Step 2: Add the two additional Clasp components to the 4105_### Buckle
Assembly Variants module.
Send the 4105_###/000-Buckle Assembly Variants Item
to PSE.

In PSE, with the top-level Item selected, choose

File→New→Item....
You can also use the CTRL-T key combination to
access the New Item dialog and create the Item.

Select Item for Type and choose Next.

In the Item ID field, enter 4112_###.

In the Rev field, enter 000.

In the Name field, enter Clasp-Velcro.

Choose Finish to create the Item.

The new Item is placed in the 4105_###/000-Buckle Assembly
Variants.

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The New Item dialog is still displayed. Select Item for Type
and choose Next.

Enter the Item ID=4114_###.

Enter the Revision=000.

Enter the Name=Clasp-Snap.

Choose Finish to create the Item.

The new Item is placed in the 4105_###/000-Buckle Assembly
Variants.

Choose Close to close the New Item window.

Choose File→Save to save the PSE.

Step 3: Remove the 4103 Buckle Assembly Module from the Recreational
Skate Line Product Structure and replace it with the new 4105
Buckle Assembly Variants Module.
Send the 6205_###/000–Rec. Skate Assembly Item to PSE.

In PSE, expand the 6205_###/000-Rec. Skate Assembly (view)

BOM line and select the 4103/000-Buckle Assembly Module.

Choose the Remove a line icon to remove this line from

the BOM.

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Product Structure - Variants

Select the 3230_###/000–Boot Assembly, Right BOM line.

Choose Edit→ Add....

Type 4105_### in the Item ID field and press the ENTER key.

Enter 3 in the Number of occurrences field.

Choose Apply to accept the dialog settings.

Three occurrences of the 4105 Buckle Assembly Variants
Module are added to the Boot Assembly.

Choose Cancel to close the Add dialog.

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 Product Structure - Variants

Expand the 4105 Buckle Assembly Variants BOM line to view

the components.

Choose the Save icon to save the revised BOM.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-25
Product Structure - Variants

Activity: Create the Buckle Type Option

The Buckle Type must exist before it can be referenced as the External Option
for setting the Clasp Type value. In this activity, you will create Buckle Type
as a Public Option of the top-level 6205 Rec. Skate Assembly Module.
Step 1: In the PSE application, select 6205_### Rec. Skate Assembly
Module.

Step 2: Add a Variant Option called "Buckle Type" with the values of
Classic, Velcro, and Snap.

Choose the Show/Hide Data Panel icon .

Choose the Variants tab.

Choose the Create a new option icon .

The New Option Wizard is launched.

Toggle on the Just let me edit the new option’s properties

button and choose Finish.
The Create New Option dialog displays.

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 Product Structure - Variants

Select PUBLIC as the Visibility for the Option.

The “Buckle Type” Option is Public because it is set by the
customer when configuring the product.

Enter Buckle Type in the Name field.

Enter Define Buckle for Skate Line in the Description field.

Select STRING as the Type.

Enter Classic in the Allowed Values field.

Choose the Add button to add Classic as an Option Value

for Buckle Type.

Enter Velcro in the Allowed Values field and choose Add.

Enter Snap in the Allowed Values field and choose Add.

Choose Apply.
The option is created and displays in the Options list of the
Variants tab.

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Product Structure - Variants

Choose Close to close the Create new option dialog.

Choose the PSE Save icon .

This concludes the activity.

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 Product Structure - Variants

Activity: Create the Clasp Type Option

In this activity, you will create the Clasp Type as a Private Option and
reference the Buckle Type as an External Option to define the Clasp Type
value.
Step 1: Add a Private Option called “Clasp Type” with the value being set
by an External Option, Buckle Type.
Select the 4105_###/000–Buckle Assembly Variants (view)
x 3 BOM Line.

Choose the Create a new option icon .

The New Option Wizard displays.

Toggle on the Guide me through step by step option.

External Option definitions can only be set using

the New Option Wizard.

Choose Next to continue.

The Option Visibility dialog displays.

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Product Structure - Variants

Toggle on the Private option and choose Next to continue.

The Option Name dialog displays.

Enter Clasp Type in the Name field.

Enter Clasp Type Based on Buckle Type Option in the

Description field.

Choose Next.
The Option Type dialog displays.

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 Product Structure - Variants

Toggle on The same type and restrictions as an existing

option.

Choose Next.
The Derived Option Type dialog displays.

Toggle on Search for existing options and choose Next.

The Use Existing Option Type dialog displays.

Type an asterisk ( * ) in the Module Name field and choose the

Search Now button.

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Product Structure - Variants

The Options previously defined for all Modules in the Product

Structure display in the Matching Options table.

Select the row in the table for the Buckle Type Option and
choose Next.
The Default Option Value dialog displays.

Toggle on the Use 6205_###:Buckle Type as an external

option check box.
This causes the Default Value field to be automatically set to
(External).

Choose Next.

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 Product Structure - Variants

Choose Finish.
The Clasp Type Option is created for the Buckle Assembly.

Save the PSE.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-33
Product Structure - Variants

Activity: Create the Variant Conditions for the Buckle Assembly

Now that the Variant Options for the Buckle Assembly have been created,
the Variant Conditions can be defined for the assembly components. The
type of Clasp used in the Buckle Assembly varies based on the Buckle Type
value and the Pin and Spring components are not used for the Velcro and
Snap Buckle Types.
Step 1: Create Variant Conditions on the Clasp components to load based
on the value of the Buckle Type Option.
In the PSE window, expand the 4105 Buckle Assembly
Variants (view) x 3 BOM line.

Select the 4110 Clasp Component in the PSE window.

Choose the Edit the variant condition icon .

The Variant Condition dialog displays.

Select 4105_###: Clasp Type from the Option pull-down list.

Select Classic from the Value pull-down list.

The Variant Condition dialog should look like the following:

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 Product Structure - Variants

Choose OK.
Notice the Variants symbol indicating a Variant Condition
exists for the 4110/000-Clasp.

Select the 4112_### Clasp-Velcro Component in the PSE

window.

Choose the Edit the variant condition icon .

The Variant Condition dialog displays.

Select 4105_###: Clasp Type from the Option pull-down list.

Select Velcro from the Value pull-down list.

The Variant Condition dialog should look like the following:

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-35
Product Structure - Variants

Choose OK.
The symbol indicates a Variant Condition exists for the
4112_### Clasp-Velcro component.

Select the 4114_### Clasp-Snap Component in the PSE

window.

Choose the Edit the variant condition icon .

The Variant Condition dialog displays.

Select 4105_###: Clasp Type from the Option pull-down list.

Select Snap from the Value pull-down list.

The Variant Condition dialog should look like the following:

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 Product Structure - Variants

Choose OK.
The symbol indicates a Variant Condition exists for the
4114_### Clasp-Snap component.

Step 2: Create Variant Conditions on the Pin and Spring components to

load only if the value of the Buckle Type Option is Classic.
When setting the same variant condition on multiple components,
you can create the Variant Condition for all applicable components
concurrently. Select each of the components to which the Variant
Condition applies.

Select both the 7057/000-Pin and 7154/000-Spring components

in the PSE window.

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Product Structure - Variants

Use the SHIFT key if the components are adjacent to one

another in the BOM or use the CTRL key if they are not.

Choose the Edit the variant condition icon .

The Variant Condition dialog displays.

Select 4105_###: Clasp Type from the Option pull-down list.

Select Classic from the Value pull-down list.

The Variant Condition dialog should look like the following:

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 Product Structure - Variants

Even though the Variant Condition dialog frame

displays the 7057/000-Pin component, the condition
will actually be applied to all selected components.

Choose OK.
Notice the Variants symbol has been applied to both
selected components.

Step 3: Verify the Variant Condition was applied correctly to the

7154/000-Spring component.
This step is not required but is being used to illustrate
the editing techniques for Variant Conditions.

Select the 7154/000-Spring component in the PSE window.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-39
Product Structure - Variants

Choose the Edit the variant condition icon .

The Variant Condition defined for the 7154/000-Spring
displays. Notice it is the same Condition you created for the
7057/000-Pin.

You can edit the variant condition using this dialog, if

necessary. You can change the existing condition or
use the edit icons located on the right of the dialog to
add, insert, or delete a row from the Condition table.
If you delete all existing rows from the Condition
table and choose OK or Apply, the condition is
removed from the component and the Variant symbol
is removed from the BOM line.

Choose the Cancel button to close the dialog without making

any changes.

Step 4: View your results in the PSE window.

Toggle the Show/Hide Data Panel icon .

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 Product Structure - Variants

Step 5: Save the PSE.

Choose the PSE application Save icon .

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-41
Product Structure - Variants

Creating Error Checks

All permutations of a module may not be allowed. Error Checks can be used
to warn a user about unsupported combinations or prevent unsupported
combinations from being set.
Error Checks display a message when the user attempts to set the option
value combinations specified in the Error Check as invalid.
Error Check functionality allows messages for unsupported option value
combinations to be defined as follows:
• Error: An error message is displayed and the user can not configure
the specified combination.

• Warning: A warning message is displayed but the user can configure

the specified combination.

• Information: An information message is displayed and the user may

configure the specified combination.

It is up to those creating Variant Data to ensure that the necessary Error

Checks exist so that only valid variants can be configured.

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 Product Structure - Variants

Activity: Create Error Checks for the Recreational Skate Line

Not all permutations of the Recreational Skate Line are valid. A Classic
buckle cannot be used on a Shell. Therefore, Classic is not a valid value for
the Buckle Type Option for either the Streetsmart or Windrunner models.
In this activity, you will create an Error Check to prevent this invalid
configuration from being set.
Step 1: Select the Module for which to create the Error Check.

Toggle the Show/Hide Data Panel icon .

In the PSE window, select the top–level product Module of

the Recreational Skate Line, the 6205_###/000 Rec. Skate
Assembly BOM line.

Step 2: Define the Error Check.

Choose the Create a new error check icon .

The Error Checks dialog displays.

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Product Structure - Variants

Select error from the Severity pull-down list.

Type the following text in the Message field:

The Snap Buckle Type can’t be used on the Streetsmart or
Windrunner models.

Set the error condition as shown in the following diagram:

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 Product Structure - Variants

Choose OK.
The Error Check is created for the 6205_### Rec. Skate
Assembly Module.

Choose the Show/Hide the data panel icon .

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-45
Product Structure - Variants

Step 3: Save the PSE.

Choose the PSE application Save icon .

This concludes the activity.

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 Product Structure - Variants

Configuring the Variant Structure (Setting Variant Rules)

You configure a Variant structure by setting the Option values for the
top-level Module. If the structure has been completely authored with
Variant Data and Constraints, this causes all lower-level Modules to also
be completely configured.
Variant Configurations are used to configure a particular variant of a BOM.
The Configure dialog presents you with all the Options that are used in the
BOM for which you can then set values, as required. You do not have to
specify values for all Options. They can remain unset, although you would
want to set them all to completely define the product variant.
A Variant Configuration is what the Marketing or Sales organization would
typically use to configure a particular variant of the product.
Configurations are limited to those that engineering have allowed when
creating the Variant Data and Variant Conditions on the BOM.
A Variant Configuration can be set by any user. Command Suppression can be
used to remove the Configure functionality from specified users and groups.

The Configure dialog shows buttons to Load and Save Variant Configurations.
You can choose the Default button to set the values of options back to their
default values after they have been set to other values in the dialog.

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Product Structure - Variants

Saving Variant Configurations

You can store Variant Configurations in the Teamcenter Engineering
database as objects. Typically you would create a Saved Configuration for
the following reasons:
• To allow the configuration of Modules with a large number of options to
be saved and reused in another PSE session.
This saves you from having to set all the Option values manually when
looking at different configurations of the product.

• To allow a Variant Configuration to be loaded into NX.

Saved configurations are displayed in the Load Options dialog in NX.

Variant Configuration objects can be attached to Items and are subject to

release procedures and access control.
Choosing Save on the Configure dialog displays the Save configuration dialog.

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 Product Structure - Variants

Activity: Setting and Saving a Variant Configuration

In this activity, you will create a Variant Configuration object for each
variation of the Windrunner model in the Recreational Skate Line, based
on Buckle Type.
Step 1: Create a Variant Configuration for the Windrunner model with a
Classic Buckle.
In the PSE application, with the 6205_###/000-Rec. Skate
Assembly (view) selected, choose the Set, save, and load

variant option values icon .

Notice that Flash is the default model for the skate assembly.

For the model Option, select Windrunner from the Value

pull-down list.

For the Buckle Type Option, select Classic from the Value
pull-down list.

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Product Structure - Variants

The message line now indicates the structure is fully

configured by user input.

Choose the Save... button in the Configuration dialog.

The Save configuration dialog appears.

In the Name field, enter Windrunner - Classic Buckle.

• Leave the Description field blank.

• From the In module as: pull-down list, select the Relation

Type of IMAN_Reference.

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• Choose OK on the Save configuration dialog.

• Choose Cancel to close the dialog.

Step 2: View your results in My Navigator.

Return to My Navigator application.

Close the Search window and select the Home folder tab, if
necessary.

Expand the 6205_###/000 Item Revision.

You should see the Windrunner - Classic Buckle Variant
Configuration object.

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Product Structure - Variants

If necessary, select the 6205_###/000 Item Revision and choose

View→Refresh.

Step 3: Create Variant Configurations for the Windrunner model with

other valid Buckle Types.
Return to the PSE application.

In the PSE application, with the 6205_###/000-Rec. Skate

Assembly (view) selected, choose the Set, save, and load

variant option values icon .

The Configure dialog displays.

Set the model Option to Windrunner.

Set the Buckle Type Option to Velcro.

Choose the Save... button in the Configuration dialog.

The Save configuration dialog appears.

The Windrunner - Classic Buckle configuration is

now listed as a saved configuration stored in the
module.

In the Name field, enter Windrunner - Velcro Buckle.

Leave the Description field blank.

From the In module as: pull-down list, select the Relation Type
of IMAN_Reference.

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Choose OK on the Save configuration dialog.

On the Configure dialog, the model Option is still set to

Windrunner. For the Buckle Type Option, select Snap from
the Value pull-down list.

The Error message related to the Error Check you created to

prevent configuration of the Windrunner and Streetsmart
models with the Snap Buckle Type displays.

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Product Structure - Variants

A Configuration of every valid Windrunner model has been

set and saved.

Choose OK to dismiss the Error message.

Choose Cancel to exit the Configure dialog.

Save the PSE.

Step 4: View your results in My Navigator.

Return to My Navigator application.

Expand the 6205_###/000 Item Revision.

Select the 6205_###/000 Item Revision and choose

View→Refresh.
You should see the Variant Configuration objects you have
saved.

Step 5: Check to see which components get loaded into the BOM for each
of the different models.
Return to the PSE application.
Notice that the 3102_###/000 Boot, Right is configured and the
3250_###/000 Shell, Right is not.

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Notice the Y in the VOC column for the 3102_###/000 Boot,

Right. This is because the model Option Value is set to Flash
as the default.

You may need to choose View→Refresh Window to

refresh the view to the current configuration.

To load and view the effect of a Variant Option in PSE, select

the 6205_###/000 Rec. Skate Assembly Item and choose the

Set, save, and load variant option values icon .

This displays the Configure dialog.

Select Windrunner from the model Option Value list.

Choose OK in the Configure dialog.

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Product Structure - Variants

Notice the VOC column indicates that the 3250_###/000 Shell,

Right is now configured and the 3102_###/000 Boot, Right is
not.

Choose to hide unconfigured variant parts by toggling

View→Show Unconfigured Variants.

This concludes the activity.

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 Product Structure - Variants

Loading Saved Configurations

You can test that a Product is correctly configured by loading the saved
configurations and verifying that the BOM lines in the Product Structure are
consistent with the intended design.

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Product Structure - Variants

Activity: Test the Windrunner Model is Correctly Configured

In this activity you will load the saved Variant Configurations for the
Windrunner model to verify it is correctly configured.
Step 1: In PSE, expand the Buckly Assembly to view the full list of
components in the Module.

Step 2: Load the saved Configurations for the Windrunner model.

Choose the Set, save, and load variant option values icon .
The Configure dialog displays.

Choose the Load... button.

The Load configuration dialog displays.

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Select the Windrunner - Classic Buckle configuration from the

list of saved configurations.

Choose OK.

Choose OK from the Configure dialog.

The BOM lines listed represent the product structure for the
saved configuration.

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Product Structure - Variants

This is because the View→Show Unconfigured

Variants toggle is off. Otherwise, the BOM lines for
the unconfigured components would also display with
a blank in the VOC column.
You may need to choose View→Refresh Window
to update the display.

Choose the Set, save, and load variant option values icon .
The Configure dialog displays.

Choose the Load... button.

The Load configuration dialog displays.

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 Product Structure - Variants

Select the Windrunner - Velcro Buckle configuration from the

list of saved configurations.

Choose OK.

Choose OK from the Configure dialog.

The BOM lines listed represent the product structure for the
saved configuration.

Step 3: Load the default configuration.

Choose the Set, save, and load variant option values icon .
The Configure dialog displays.

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Product Structure - Variants

Choose the Default button.

The Configure dialog returns to the default setting.

Choose OK from the Configure dialog.

The BOM lines listed represent the product structure for the
default configuration.

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 Product Structure - Variants

You may need to choose View→ Refresh Window

to update the display.

Notice question marks (?) display in the VOC column

for the Clasp Type components. This is because a
default Clasp Type is not set.

This concludes the activity.

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Product Structure - Variants

Variant Items
A Variant Item (VI) is a specific variant of a completely configured Module.
• Variant Items are physical, non-variant parts, and can have a real
manufacturing part number allocated.

• Modular Variants allows you to create new Variant Items when required
and search for existing Variant Items so that they can be reused in new
orders.

• Variant Items can be built into a complete structure corresponding to a

specific configuration for a customer order. The Variant Items replace all
Modules in the product structure configuration.

It is a good practice to Release the Module Item Revision before a

Variant Item is generated from it.

Populating a Complete Variant Item Structure

There are two approaches to populating a complete VI structure:

• top-down

• iterative bottom-up

Top-down Approach
The top-down approach is the most common for simple products. This
approach uses the following process:
1. The customer places an order.

2. The salesperson creates a VI representing the customer order, for the

top-level Module.

3. The salesperson substitutes all the lower level Modules with VI’s, if they
exist, or creates new VI’s if they do not.

Iterative Bottom-up Approach

The iterative bottom-up approach is used to determine what Variant Items
may already exist to meet the customer requirements for a product, rather
than creating the product based on customer requirements alone. This is an
iterative process giving the customer the option to modify their original
requirements due to VI’s that are available and would be satisfactory to
meet their needs.

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 Product Structure - Variants

Searching for and Creating Variant Items

Modular Variants allows you to create new Variant Items when needed and
search for existing Variant Items so they can be re-used in new orders.
The Search dialog is the main interface for creating Variant Items.
Choose Tools→Variants→Search to launch the Search for variants dialog.

This dialog contains a table that initially shows the Public Options of the
Module. The information shown is the Option name and a default Value (if
set). You can mouse over a listed Option to display further details about
the Option.

Search Variants Dialog

The buttons on the Search variants dialog provide the Variant Item
functionality.
Search — initiates a Variant Item query based on the Required Value entry
for each Option.
A setting in the Required Value field may consist of a single item,
multiple items separated by comas, or a range entered by operators
(numeric only).
View — displays the selected Variant Item in PSE.
Default — resets he Required Value column to the initial settings.
Clear — clears the settings in the Required Value column.
Open — opens the selected Variant Item in PSE.

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Product Structure - Variants

Substitute — substitutes the selected Variant Item for the generic Item
in PSE.
New... — creates a Variant Item.
The New... button is active only if a Required Value is specified for
each Option and the Required Value is a single value (rather than
a range or multiple selection).

Creating Variant Items

The procedure for creating a Variant Item (VI) consists of the following:
1. Search for existing Variant Items based on Option values.

2. Create a new Variant Item if no existing Variant Item is found.

3. Substitute the selected Variant Item for the associated Module, to build
up a complete Variant Item structure.

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 Product Structure - Variants

Activity: Create a Variant Item

In this activity you will use the top-down approach to create the complete
Variant Item structure for manufacturing the Windrunner Skate model
with a Velcro Buckle Type.

Although it is considered a good practice, in this activity you

will not release the Module Item Revision prior to creating the
associated Variant Item.

Step 1: Search for an existing Variant Item for the Windrunner Skate
model configured with the Velcro Buckle Type.

In PSE, select the top-level Module, 6205_### Rec. Skate

Assembly.

Choose Tools→Variants→Search....
The Search for variants dialog displays.

Choose Clear to clear the values in the Required Value column.

For the Buckle Type Option, select Velcro from the Required
Value pull-down list.

For the model Option, select Windrunner from the Required

Value pull-down list.

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Product Structure - Variants

Choose Search.

There are no matching VI’s so the New... button is activated.

Step 2: Create a new Variant Item for the Windrunner model with the
Velcro Buckle Type.
Choose New....
The “Requirements will be applied” message displays.

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 Product Structure - Variants

Choose Yes to continue.

The New Variant Item dialog displays

Verify that the Value settings are correct and choose Next.

Select Item as the Type and choose Next.

Fill in the dialog as follows:

Item ID = 6205w_vb_###
This Item ID will be used as the Manufacturing
part number.

Rev = 000
Name = Windrunner_VB
Optionally, enter a description.

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Product Structure - Variants

Choose Finish.
The Variant Item is created and automatically filled in the
Variant Item Search field.

Choose Close to close the Variant Item dialog.

Choose Close to close the Search for Variants dialog.

Do not Apply the Variant Item to the current
configuration. If you do, it will overwrite the
currently loaded configuration with the Variant
Item preventing the existing structure from being
further modified.

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 Product Structure - Variants

Step 3: Load the new VI configuration into PSE.

Choose File→ Close to close PSE.

In My Navigator, send the 6205_###/000 Rec. Skate Assembly

to PSE.

Choose Tools→ Variants→ Configure.

Choose VI....

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Product Structure - Variants

Choose Clear.

Select Velcro as the Buckle Type and select Windrunner as

the model.

Choose Search.

The VI matching the Required Value setting displays in the

Search field.

Choose Open to open the selected VI in PSE.

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 Product Structure - Variants

Choose OK to dismiss the dialog.

The red check on the configured Item Revision

symbol indicates a Variant Item.

Step 4: See if you can modify the configuration.

Choose Tools→ Variants→ Configure.

The fields and buttons are greyed out indicating the structure
can not be changed. It is set as a Variant Item.

Choose Cancel.

Step 5: Close the PSE.

Choose File→ Close.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 11-73
Product Structure - Variants

Summary
• Variant data is owned by a specific Revision of an Item.

• Variant Configurations are defined by setting the Option values for the
top-level Module. If the structure has been completely authored with
Variant Data, Options and Constraints, this will cause all lower level
modules to be completely configured.

• A Variant Configuration can be set by any user to configure a particular

Variant.

• Variant Configurations are stored in the Teamcenter Engineering

database as objects.

• A Variant Item is a specific variant of a completely configured Module.

• Variant Items are physical, non-variant parts, and can have a real
manufacturing part number allocated.

• Variant Items can be built into a complete structure corresponding to a

specific configuration for a customer order. The Variant Items replace all
Modules in the product structure configuration.

• Modular Variants allows you to create new Variant Items when required
and search for existing Variant Items so that they can be reused in new
orders.

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Lesson

12 Workflow -View and Initiate

Purpose
The purpose of this lesson is to describe the process of submitting data for
review using Teamcenter Engineering.

Objective
Upon completion of this lesson, you will be able to:
• Submit Data for Review

• Work with the Inbox

• Identify States of Life-cycle

• Explain the difference between Target and Reference objects

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 12-1
Workflow -View and Initiate

Overview of Workflow
Workflow stems from the concept that all work flows through one or more
processes in order to accomplish an objective. Workflow is the automation of
those business processes. Using Workflow, documents, information, and tasks
are passed between participants during the completion of a particular process.
Your Site Administrator will use Workflow Designer to model workflow
processes, allocate resources, and manage data according to business rules.
Users will utilize the Inbox to accomplish workflow tasks.
Teamcenter Engineering provides three applications used to accomplish
Workflow objectives:
• Workflow Designer is a graphical Workflow Designer application. System
Administrators use Workflow Designer to graphically create process
templates which end users can then use to initiate Workflow processes.

• Inbox allows you to perform and track tasks that have been either
assigned to you or were created by you. Inbox provides you with a list
of all the tasks that you are responsible for, and allows you to complete
those tasks.

• Workflow Viewer allows end users to view the progress of a Workflow

process, even if they are not a participating member of that particular
process.

A Process uses defined tasks to automatically notify selected users requesting

work signoff. The requests are tracked through an electronic Inbox and each
request maintains pointers to the data being approved.
A Process can have any number of tasks arranged in a serial or parallel
progression. At the time of signoff, each Review Task has a list of users
allocated to perform the signoff.

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 Workflow -View and Initiate

States of Release
A Status Type (Release Status) can be set on almost any data upon completion
of a Process. The "Release Status" property of the object informs you about
the function or purpose of the data. An object’s Release Status properties
include the Release Status Name and the Release Status Date.
An example of Release Status is shown in the following diagram.

Data in the system can be in one of three states:

• Statused - Data stored with Item Revisions that have obtained

this status are considered "Production" data. The data is generally in
a "write-protected" mode meaning it cannot be changed unless a new
revision letter is created.

• In-Process - The object is currently in a workflow process.

• (Empty Value) - If the Item Revision has no value for status, it is said to
be "Working" data. That means someone is currently working on the data
contained in the Item Revision.

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Workflow -View and Initiate

Initiating a Process
To start a process on data, select the Revision object and choose
File→New→Process. The New Process dialog is displayed. Notice that the
selected object is placed on the list as a Target.

Key Points

Following are key points about the New Process dialog:

• Process Name may be changed but is populated with a name based on
the object you selected. The Process name should be short and descriptive.

• Description field can be used to describe the process (optional).

• Select the desired Process Template from the drop-down menu.

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 Workflow -View and Initiate

Working with the Inbox

The Inbox is used to perform electronic workflow processes.

Key Points

Following are key points about working in the Inbox.

• The Inbox is used to access tasks, notify you of new tasks and provide
access to the Process window.

• You will use the Inbox for the review and approval of data in the Tasks to
Perform folder

• The only tasks you will see in your Inbox are those tasks that you must
perform or those tasks for which you are the person responsible.

• You may use Inbox to identify users to review the data.

• The Tasks to Track folder contains tasks you assigned to other users
for processes you have initiated.

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Workflow -View and Initiate

Selecting the Sign-off Team

When you initiate a Review process, the first thing you must do is assign
specific users to perform the sign-offs for each review task defined in the
process. You can do this using any of the following methods:
• Task View

• Process View

• Perform icon

Task View

From the Inbox, click on the desired task with the Task View option selected
on the Viewer tab. This displays the Task View.
The Task View gives you a focused view of the selected task.

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 Workflow -View and Initiate

Process View
From the Inbox, click on the desired task with the Process View option
selected on the Viewer tab.
This gives you a graphical display of the overall process as it moves through
the different states of release.

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Workflow -View and Initiate

Perform icon
Another way to perform a task is to highlight the desired task and choose

the Perform icon .

Selecting the select-signoff-team task and choosing Perform brings up the
Select Signoff dialog.

To assign a signoff team member, highlight the Role, select the user to
perform the signoff, and choose the + sign.

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 Workflow -View and Initiate

Check-In
You cannot initiate process on data that is checked out. To remove the
checked out status of data when you are finished working on it, you can use
either the Check-In or Cancel Check-Out options.

Performing a Check-In
You can use the Tools→Check In/Out→Check-In action to unlock the data
that is checked out.

Cancel Check-Out

You can use the Tools→Check In/Out→Cancel Check-Out option to unlock a

checked-out object and return the dataset to the original condition it existed
in before it was checked out.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 12-9
Workflow -View and Initiate

Activity: Initiating the Workflow Process

In this activity, you will initiate the Workflow process. First, you will verify
that the Part is checked in.
Step 1: Logon to Teamcenter Engineering as the Design Engineer,
de### (where ### is a number designated by your instructor).
If you are currently logged into Portal, exit the Portal
application and log back in as de###.

Step 2: Verify that your role is set to Design Engineer.

Step 3: Expand your Newstuff folder to locate the part for release.

Step 4: Expand the Item to show the 1250-###/000-Axle Item Revision.

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 Workflow -View and Initiate

Step 5: Verify that the data being released is checked in.

Expand the 1250-###/000-Axle Item Revision.

Select the Item Revision and review the CO (Checked Out)

column in the Properties table. You may need to scroll to the
right to view the CO column.
If the data is Checked out, you will see a Y in the CO column.

Step 6: Initiate your 1250-###/000-Axle Item Revision for release.

Select the 1250-###/000-Axle Item Revision and choose
File→New→Process....

The value in the Process Name field defaults to the name of

the object you selected for release.
Notice the 1250-###/000-Axle Item Revision has automatically
been pasted into the Process Name field with a relation of
Target shown in the Attachments tab.

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Workflow -View and Initiate

Enter a description in the Description field, if desired (this

field is optional).

Set the value of the Process Template field to Production

Release.

Choose OK on the New Process dialog to initiate the object

for release.

If necessary, choose OK on the Warning dialog.

Because you are the initiator of the Process,
the next task will be sent to your Inbox.

This concludes the activity.

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 Workflow -View and Initiate

Activity: Submitting Data for Review

In this activity, you will continue in the role of Design Engineer to submit
data for review.

Step 1: You should be logged on to Teamcenter Engineering as the Design

Engineer, de###.

Step 2: Click the Open Inbox icon .

The Inbox contains the Tasks to Perform and Tasks to Track

folders.

Step 3: Locate and view the Design Engineer’s task.

Expand the Tasks to Perform folder.

You have a task to perform.

Tasks that have not yet been viewed are indicated

by bold text.
Task name display is formatted to display the process
name followed by the task name.

Expand the Originator Prepare for Review task object.

Expand the Targets folder.

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Workflow -View and Initiate

The data listed in the Targets folder is the data that will be
submitted for review. At the end of a successful review process,
this data will be "Released."

Expand the References folder.

The References folder is empty.

Select the Originator Prepare for Review task object.

Choose the Viewer tab and review the task instructions.

Your next task is to initiate the requests for review. You will
select the signoff team for all levels of the Process.

Select the Process View toggle to view the process flow.

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 Workflow -View and Initiate

The Process View shows you all levels of the process.

Expand the Product Engineer Review, Engineering Analyst

Review, and Manufacturing Engineer Review levels in the
Process window.

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Workflow -View and Initiate

Step 4: Select the Signoff Team for the Product Engineer Review.

Select the select-signoff-team task in the Product Engineer

Review task.

Choose the Perform icon on the main My Navigator Tool

bar.
The Select Signoff Team dialog displays.

Select */Product Engineer/1 in the Profiles list on the left

side of the dialog.

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 Workflow -View and Initiate

Select the User ID (pe###) for the reviewer from the User
drop-down list.

Click the + sign to assign the selected user.

Choose Close.
You have just selected the signoff team for the first level of the
process, the Product Engineer Review level.

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Workflow -View and Initiate

Notice the select-signoff-team task for the Product

Engineer Review displays in regular text now, rather
than bold. This indicates the task has been viewed.

Step 5: Select the Signoff Team for the Engineering Analyst Review.
Select the select-signoff-team task in the Engineering Analyst

Review task and choose the Perform icon .

The Select Signoff Team dialog displays.

Select */Engineering Analyst/1 in the Profiles list on the left

side of the dialog.

Select the User ID for the reviewer from the User drop-down
list (ea###).

Click the + sign to assign the selected user.

Choose Close.

Step 6: Select the Signoff Team for the Manufacturing Engineer Review.
Assign the Manufacturing Engineer Review task to a Resource
Pool for the Manufacturing Engineer Role.
Select the select-signoff-team task in the Manufacturing

Engineer Review task and choose the Perform icon .

The Select Signoff Team dialog displays.

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 Workflow -View and Initiate

Select */Manufacturing Engineer/1 from the Profiles list on

the left.
In the next action, select the * from the User
drop-down list. This assigns the task to a Resource
Pool, which means that any user with the Role of
Manufacturing Engineer can perform this signoff.
This will be discussed in more detail later on.

Scroll down to the bottom of the User list, select * and then
click the + sign.

Choose Close.
You have completed the selection of signoff teams for all levels
of the Production Release process.

Step 7: Indicate that you have completed the selection of the signoff teams
(Originator Prepare for Review).
Select the Task View toggle on the Viewer tab.

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Workflow -View and Initiate

Check the Done box at the bottom of the Task View display
and choose Apply.
Notice the Originator Prepare for Review task object is removed
from your Tasks to Perform folder and a perform-signoffs task
appears in your Tasks to Track folder.

Expand the Tasks to Track folder.

The initiator uses the display of the perform-signoffs task to

track the progress of the process throughout all subsequent
downstream tasks.

Step 8: View the current state of the process.

In the Tasks to Track folder, select the perform-signoffs
task object.

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 Workflow -View and Initiate

Using Task View, you can see that the Product Engineer
(pe###) is currently assigned to review the task. The current
disposition of the task is No Decision.

Select the Process View toggle on the Viewer tab.

Select the top entry of the Task Tree (Production Release).

Selecting the top node of the Task Tree allows you

to see the “big picture” of the process flow in the
Process View display.
You can widen the Process window to see the full
name of each review task.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 12-21
Workflow -View and Initiate

Observe in the diagram that the Originator Prepare for Review

task is complete (flag icon) and the Product Engineer Review
task is currently active (traffic light icon). The Engineering
Analyst Review and Manufacturing Engineer Review tasks
have not yet begun (Pending Tasks).

Step 9: Exit the Portal application.

Choose File→Exit.

Choose Yes to exit Portal.

You have completed your work as the Design

Engineer. Next you will assume the role of Product
Engineer and perform the corresponding tasks.

This concludes the activity.

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 Workflow -View and Initiate

Summary

The Inbox is used to access tasks, notify you of new tasks and provide access
to the Process window.
The only workflow objects that you will see in your Inbox are those tasks that
you must perform or those tasks for which you are the person responsible.
Data in the system can be in one of the following Life-cycle states:

• Released - Data stored with Item Revisions that have obtained this
status are considered "Production" data. The data is in a "write-protected"
mode meaning it cannot be changed unless a new revision letter is created.

• In-Process - The object is currently in a workflow process.

• (Empty Value) - If the Item Revision has no value for status, it is said to
be "Working" data. That means someone is currently working on the data
contained in the Item Revision.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 12-23
Lesson

13 Reviewing and Dispositioning

Data

Purpose
The purpose of this lesson is to describe the process of reviewing data using
Teamcenter Engineering.

Objective
Upon completion of this lesson, you will be able to:
• Use Inbox Task and Process View

• Perform a Review Task

• Use Workflow Viewer to monitor a process

• View the Audit File

• Use Resource Pools

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 13-1
Reviewing and Dispositioning Data

Task View
The Task View toggle in the Viewer tab gives you a focused view of the
selected task. The Task View window shows key information about the task
in the form of links that provide access to dialog windows where you can
view or modify the task information.

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 Reviewing and Dispositioning Data

You can use the Task View window to:

• View or reassign the Responsible Party. This defaults to the Task
Originator.

• View the task Instructions for the assigned user to perform to complete
the task.

• View the Attachments list to see the Target and Reference objects for
the task.

• View the User-Group/Role assigned to complete the task and, if

appropriate, delegate the task to another User-Group/Role.

• View or modify the sign-off Decision.

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Reviewing and Dispositioning Data

Attachments
Choose the Attachments link to view the Target and Reference objects for
the selected task.

An attachment is an object associated with a Process. There are two kinds

of attachments:
• Target objects - any objects that will be released via a process. Target
objects are assigned a release status when the process completes.

• Reference objects - objects required to provide information to persons

performing tasks. Reference objects do not get a status change when the
process completes.

Choose the Attachments link to see the Target and Reference objects for
the selected task.

Decision
Choose the Decision link to access the Signoff Decision dialog for the task.

Use the Signoff Decision dialog to select the appropriate decision for your
task, enter any comments, and choose the OK button to confirm your decision.

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 Reviewing and Dispositioning Data

Process View
The Process View toggle in the Viewer tab gives you a graphical display of
the overall process as it moves through the different stages of release.

• A Do Task has a dialog which allows the user to set a check-box to

indicate when the task is complete.

• A Review Task is a task template which includes select-signoff-team and

perform-signoffs sub-tasks. Each of these sub-tasks contain their own
dialog for executing the respective processes.

In the example diagram above, the Originator Prepare for Review task is a
Do Task and Project Engineer Review is a Review task.
The green arrow denotes the active task in the process.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 13-5
Reviewing and Dispositioning Data

Performing a Review Task

Once the Designer submits data for review, the perform-signoffs task gets
distributed to the appropriate users’ Inbox.
To perform an assigned task, open the Inbox and expand the Tasks to
Perform folder. Highlight the perform-signoffs task.

Make sure your Group and Role settings are correct before you
perform a signoff.

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 Reviewing and Dispositioning Data

Approving or Rejecting a Signoff Task

Use the Signoff Decision dialog to Approve or Reject a Signoff Task.

Approving a Signoff
Selecting Approve performs a signoff on the task.
• If you are the only Approver, or last required Approver, the process moves
to the next step(s).

• If you are one of multiple Approvers, and other Approvers have not
approved yet, the perform-signoffs task moves to your Tasks to Track
folder.

Rejecting a Signoff
Selecting Reject rejects the signoff of the task. This means that your decision
will not count toward the approval/signoff of the task. If the quorum requires
all signoffs to approve, Reject stops the process.
Depending on how the process is designed, selecting ’Reject’ will do one of
the following:
• Remove the perform-signoff task from your Inbox and return the Process
to a prior task.

• Move your perform-signoff task to your ’Tasks to Track’ folder but keep
the current review task the active process task.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 13-7
Reviewing and Dispositioning Data

Activity: Product Engineer Review

In this activity, you will assume the role of the Product Engineer and review
data submitted to you by the Design Engineer.
Step 1: Logon to Teamcenter Engineering as the Product Engineer,
pe### (where ### is a number designated by your instructor).
If you are currently logged into Teamcenter Engineering,
exit and log back in as pe###.

Step 2: Verify that your Role is set to Product Engineer.

Step 3: Open the Inbox.

Step 4: Locate and view the Product Engineer’s task.

Expand the Tasks to Perform folder.
You will see a perform-signoffs task in your folder.

Expand the perform-signoffs task object.

Expand Targets.

This is the data you are being asked to review.

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 Reviewing and Dispositioning Data

Step 5: Review the data associated with the perform-signoff task.

Select the DWG1250-000_- dataset in the Targets list in the
Inbox object tree.

Choose the Start/Open in NX icon .

View the drawing.

Exit NX 2 by choosing File→Exit.

Step 6: Execute your disposition for the data.

Select the perform-signoffs task object and choose the Viewer
tab.

The Task View is displayed by default in the Viewer tab.

Toggle to the Process View to see where the process will go

after you approve the data.

Select the top node of the Task Tree, Production Release, in

the Process View window. This shows the entire process flow.

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Following the review by the Product Engineer, parallel reviews

by a Stress Engineer (Engineering Analyst Review) and
Manufacturing Engineer will begin.

Toggle back to the Task View.

Choose the No Decision link in the Decision column.

The Signoff Decision dialog displays.

Choose the Approve toggle.

Enter a comment in the Comment field.

Choose the OK button.

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 Reviewing and Dispositioning Data

Observe that the perform-signoff task is removed from your

Tasks to Perform folder.

There are no objects in your Tasks to Track folder.

The Design Engineer/Initiator now has two perform-signoffs
task objects in their Tasks to Track folder; the tasks assigned
to the Stress Engineer (Engineering Analyst Review) and
Manufacturing Engineer.

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In the next section, you will see how to capture a

process object so that you can continue to monitor the
process after it leaves your Inbox.

Step 7: Exit Teamcenter Engineering.

This concludes the activity.

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How do you follow a Process after it leaves your Inbox?

To monitor a process after it leaves your Inbox, do the following:
• Before you execute a task, copy the In-Process Item Revision from the
task’s Targets list and paste into your Home folder in My Navigator.

• Send the Item Revision to the Workflow Viewer application.

• View the Audit File.

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Reviewing and Dispositioning Data

Workflow Viewer Application

The Workflow Viewer application is used to interact with jobs that are
currently in a Workflow process (even if you are not a participating member
of the process). The Workflow Viewer application has all of the features of the
Viewer tab in My Navigator plus some added capability.
To launch Workflow Viewer, select any data identified as In-Process by the
In-Process symbol , and use the shortcut Menu Send To→Workflow
Viewer command.

Workflow Viewer allows you to view the following elements of a Workflow

process:
• Task Flow

• Task Status

• Task Attachments

• Participants

• Participants dispositions

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Viewing the Audit File

The Audit File is a record of all user involvement during the workflow process.
To view an Audit File, select the task and choose View→Audit.... Following is
an example of an Audit File:

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Activity: Engineering Analyst Review

In this activity, you will assume the role of the Stress Engineer and review
and approve the data. You will also use Copy Process to copy a process object
to My Navigator application.
Step 1: Logon to Teamcenter Engineering as the Engineering Analyst,
ea### (where ### is a number designated by your instructor).

Step 2: Verify that your role is set to Engineering Analyst.

Step 3: Create a new Folder in your Home Folder called Objects I

Approved.

Step 4: Open the Inbox.

Step 5: Locate your perform-signoffs task.

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Step 6: Open the attached drawing.

Expand the perform-signoffs task.

Expand Targets.

Verify the Viewer tab is selected.

Select the 1250-### DWG Image dataset in the Targets list.

The drawing displays in the Viewer window.

View the drawing.

Step 7: Copy the Target Item Revision to Home.

In this step, you will copy the Target Item Revision and paste it
into your Objects I Approved folder. This allows you to follow the
data through the rest of the process even though you may no
longer have an associated task in your Inbox.

Copy the 1250-###/000-Axle Item Revision from the Targets

list and paste into your Objects I Approved folder.

Step 8: Send the Item Revision to the Workflow Viewer application.

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Right-click on the 1250-###/000-Axle Item Revision object and

choose Send To→Workflow Viewer.
The Workflow Viewer application is launched.

Double-click the Engineering Analyst Review task box.

The process flow diagram changes to show the process tasks
for the Engineering Analyst Review task.

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Step 9: Using Workflow Viewer, answer the following questions about

the Product Engineer Review:

This information is available in the Audit File. To view

the Audit File, select the task (Product Engineer Review)
and choose View→Audit....
Who approved the data as Product Engineer?
_________________________________________

When did the Product Engineer approval take place?

_________________________________________

Were any comments entered?

_________________________________________

Choose File→Close to close the Workflow Viewer.

Step 10: Approve the data (from the Inbox).

In the Inbox, select the perform-signoffs task.

Toggle to the Task View.

Choose the No Decision link in the Decision column.

The Signoff Decision dialog displays.

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Choose the Approve toggle.

Enter a comment in the Comment field.

Choose the OK button.

The perform-signoffs task is removed from your Tasks to Perform

folder.

Step 11: View the Audit File for the Product Engineer Review task.
Choose your Home tab.

Open your Objects I Approve folder.

Open the Audit File.

Notice that the approval you just completed as the Engineering
Analyst is captured in the file.

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Close the View Audit File window.

Step 12: Exit the Portal application.

This concludes the activity.

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Reviewing and Dispositioning Data

Using Resource Pools

A Resource Pool is a Group, Role, or Role in a Group, which can be assigned
tasks the same way an individual User is assigned tasks.
From the Inbox, choose Tools→Resource Pool Subscription to open the
Resource Pool Subscription dialog.

For example, you can choose the Role of Manufacturing Engineer and choose
the + sign to set up a resource pool Inbox for that specific role.

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Delegating Tasks
You can delegate tasks from a Resource Pool to your personal Inbox and
vice versa.
A single task in the */Manufacturing Engineer Inbox (Resource Pool) can
be viewed and performed by multiple users who have subscribed to that
Inbox. Delegating the task to your specific user Inbox will avoid duplication
of effort and should be done when it will take an extended period of time
to perform the task.

From Resource Pool to Personal Inbox

Use the following procedure to delegate a sign-off task from a Resource Pool
to your Personal Inbox:
• Expand the Inbox for the assigned Resource Pool.

• Expand the Tasks to Perform folder in the assigned Resource Pool’s Inbox.

• Select the perform-signoffs task.

• Toggle on Task View in the Viewer tab.

• Choose the link to the assigned Resource Pool in the User-Group/Role

column of the Task View window.
The Delegate Signoff dialog appears.

• Select your User ID from the User drop-down list.

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• Choose OK.

The task is removed from the Resource Pool’s Inbox and placed in your Tasks
to Perform folder. The responsibility of this task has been transferred to
the delegated User.

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Out of Office Assistant

You can use the Out of Office Assistant to forward your tasks to another
User’s Inbox while you are out of the office.
To set this up, open your Inbox and choose Tools→Out of Office Assistant....

Key Points
Following are some key points about the Out of Office Assistant.
• Use the Out of Office Assistant dialog to set the period of time you will
be out of the office, and the User ID of the recipient who should receive
your tasks during your absence.

• Inbox will redirect tasks assigned to you during your absence to the
selected User. It is also possible to redirect your tasks to a Resource
Pool instead of an individual User.

• System Administrators can modify any User’s Out of Office settings.

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Reviewing and Dispositioning Data

Automated Tasks
Some process tasks should be considered automated tasks. They are not
performed by users. They may be used to automatically process target
data. The process for an automated task consist of only two phases, Start
and Finish.
For example, the DWG Image Update / Data Release task is an automated
task in the Production Release process.

Once the reviews are complete and approved, the drawing image update data
is automatically released, going from the Start phase directly to the Finish
phase.

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Activity: Manufacturing Engineering Review

In this activity, you will assume the role of the Manufacturing Engineer. A
specific user for this review was not selected by the initiator in order to
demonstrate the use of Resource Pools for review tasks.
Step 1: Logon to Teamcenter Engineering as me### (where ### is a
number designated by your instructor).

Step 2: Verify that your Role is set to Manufacturing Engineer.

Step 3: Open the Inbox.

Step 4: Expand the Tasks to Perform folder.

There are no tasks in your User Inbox because the task was
assigned to the Manufacturing Engineering resource pool.

Step 5: Add the Manufacturing Engineer resource pool Inbox to your

display.
Choose Tools→Resource Pool Subscription....

Set Group to hockey.

Set the Role to Manufacturing Engineer.

Choose the + sign.

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Reviewing and Dispositioning Data

Choose the Cancel button.

Step 6: Look for the task in the added Inbox.

Expand the hockey/Manufacturing Engineer Inbox.

Expand the Tasks to Perform folder in the

hockey/Manufacturing Engineer Inbox.

Step 7: Look at the Production Release and Manufacturing Engineer

Review processes in the Process View window.
Select the 1250-###/000-Axle (perform-signoffs) task.

Choose the Viewer tab.

Toggle on Process View in the Viewer tab.

Select the top node of the Task Tree, Production Release, to

look at the entire process flow.

Select the Manufacturing Engineer Review node to look at

that process.

Step 8: Delegate the task to yourself (logged in as me###).

Toggle on Task View in the Viewer tab.

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Choose the *-hockey/Manufacturing Engineer link in the

User-Group/Role column of the Task View window.
The Delegate Signoff dialog appears.

Select your me### User ID from the User drop-down list.

Choose OK.

The task is removed from the hockey/Manufacturing Engineer

Inbox and placed in your Tasks to Perform folder. The
responsibility of this task has been transferred to you.

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Reviewing and Dispositioning Data

Step 9: Approve the data.

Select your perform-signoffs task.
The following dialog displays:

Choose Yes to save the viewer changes.

Choose the No Decision link in the Decision column.

Choose Approve as the Decision and enter any comments.

Choose OK.

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 Reviewing and Dispositioning Data

The task is removed from your Inbox.

Step 10: Search for the Item and observe the Release status obtained.
Return to your Home folder.

Search for the 1250-###-Axle Item and view the value of the
Release Status property.

Step 11: Exit Teamcenter Engineering.

Choose File→Exit.

Choose Yes to exit Portal.

This concludes the activity.

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Reviewing and Dispositioning Data

Summary
• Target objects are any objects that will be released via a process. Target
objects are assigned a Release Status when the process completes.

• Reference objects are objects required to provide information to persons

performing the tasks. Reference objects do not get a status change when
the process completes.

• The Task View provides a focused view of the selected task. The Task
View window shows key information about the task in the form of links
that provide access to dialog windows where you can view or modify
the task information.

• The Process View provides a graphical display of the overall process as

it moves through the different stages of release.

• A Resource Pool is a Group, Role, or a Role in a Group which can be

assigned tasks the same way an individual User is assigned tasks. A
Resource Pool can be listed as the Responsible Party of a task, or as a
member of the Signoff Team.

• From your Inbox, you can use Tools→Out of Office Assistant to forward
your tasks to another User’s Inbox while you are out of the office.

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Lesson

14 Visualization Data Markup

Using Portal Visualization

Purpose
The purpose of this lesson is to demonstrate how to use the Portal
Visualization application to create markup information from 2D and 3D
visualization data.

Objectives
Upon completion of this lesson, you will be able to:
• Locate and View 2D and 3D Visualization Data using Portal Visualization

• Use Portal Visualization to Create 3D Markup Data

• Use Portal Visualization to Create 2D Markup Data

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Visualization Data Markup Using Portal Visualization

Where is the Visualization Data?

2D and 3D visualization data exists as dataset objects within an Item
Revision.

There is no limitation of dataset types that may contain visualization data.

Some of the more common dataset types that you would expect to provide
visualization data include:

Common 3D visualization dataset types:

• DirectModel

Common 2D visualization dataset types:

• UGMASTER

• UGPART

• DrawingSheet

• Image

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 Visualization Data Markup Using Portal Visualization

Viewing 2D data
To view the data using Portal Visualization, simply select the dataset in the
object tree with the Viewer tab active. Portal Visualization renders the data
in the appropriate mode (2D or 3D) based on the format of the file associated
with the dataset.

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Visualization Data Markup Using Portal Visualization

Viewing 3D data
To view 3D data using Portal Visualization, select the DirectModel dataset
in the object tree with the Viewer tab active. Portal Visualization displays
the 3D image.

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 Visualization Data Markup Using Portal Visualization

Activity: Locate and View Visualization Data

In this activity, you will find an Item and view the associated 2D and 3D
visualization data using the Portal Visualization application.
Step 1: Logon to My Navigator as pe### (where ### is a number
designated by your instructor).

Step 2: Find the 1250-### Item (where ### is a number designated by

your instructor).
After finding the Item, close the Search panel and
conduct the rest of the activities of this lesson using the
search results tab.

Step 3: View the 2D visualization data.

Fully expand the Item and Item Revision object.

Select the Image dataset object in the object tree.

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Visualization Data Markup Using Portal Visualization

Choose the Viewer tab.

After a moment, a CGM (2D) file of the part drawing displays
in the Portal Visualization.

Practice using some of the features of Portal Visualization

in 2D mode.

Step 4: View the 3D visualization data.

Select the DirectModel dataset object in the object tree.

After a moment, a JT (3D) file of the part model displays in the

Portal Visualization.

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 Visualization Data Markup Using Portal Visualization

Practice using some of the features of Portal Visualization

in 3D mode.

This concludes the activity.

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Visualization Data Markup Using Portal Visualization

Creating 3D Markup Data

Markup is text or graphical elements that you draw in the Viewer using
Portal Visualization. 3D markups are created on 3D layers of static JT
component parts or assemblies (DirectModel datasets).
Engineering Checkers may use 3D Markup to communicate comments on
Engineering Designs to the Design Engineers.

Key Points
Following are key points about creating 3D Markup data:
• DirectModel3DMarkup datasets are created from the DirectModel
datasets to store the 3D markup data.

• Teamcenter Engineering uses the DirectModel3DMarkup datasets to

manage 3D markup data.

• Multiple DirectModel3DMarkup datasets can be created and associated

with a single JT part or assembly.

• Each DirectModel3DMarkup dataset can contain multiple markup layers.

Steps to Create 3D Markup Data

Use the following steps to create 3D markup data:

1. View the DirectModel dataset.

2. Create the 3D markup dataset.

3. Create the 3D markup annotation for a 3D markup layer.

4. Save the 3D markup layer.

5. Save the 3D markup dataset.

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 Visualization Data Markup Using Portal Visualization

Activity: Create 3D Markup Data

In this activity, you will create 3D markup for the 1250-###-Axle.

Step 1: View the DirectModel dataset of the 1250-###-Axle.
You were doing this at the conclusion of the previous
activity.

Step 2: Create the 3D markup dataset for the 1250_###-Axle.

Choose the Create 3D Markup icon .

The Create Markup 3D dialog displays.

Type 3D_markup1 in the Dataset Name field.

Optionally, enter a description for the dataset.

Choose OK.
The DirectModel3DMarkup dataset is created and attached to
the 1250-###-000 DirectModel dataset.

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Visualization Data Markup Using Portal Visualization

The 3D Markup toolbar displays in the Viewer.

Step 3: Create the 3D Markup annotation for a 3D Markup layer.

Choose the Enable Markup icon from the 3D Markup

toolbar.

Orient the model view to the position you want to annotate.

Choose the Text icon .

To attach the markup text to a point on the model, so it rotates

with the model, choose the Anchor Mode icon .

Pick a point on the model where you want to anchor the

markup.
The Markup Text dialog displays.

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 Visualization Data Markup Using Portal Visualization

Type Example 3D Markup in the Text window and choose OK.

The 3D markup is added to the view and the markup layer
is created.

Observe the placement of your annotation in the graphics area.

Also observe the addition of the asterisk symbol (*) next to the
name of the new markup layer. This symbol indicates that
you need to save the layer.

Step 4: Save the 3D Markup Layer.

Choose the Save 3D Layers icon from the Portal

Visualization toolbar.
The Save Layer dialog displays.

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Visualization Data Markup Using Portal Visualization

Type Layer1_3D_Markup in the Name field.

Choose OK.
The markup layer is saved.

Step 5: Save the 3D_markup1 DirectModel3DMarkup dataset in

Teamcenter Engineering.
Choose File→Save.
You have just created 3D markup data.

This concludes the activity.

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 Visualization Data Markup Using Portal Visualization

Working with 3D Markup Layers

• Right-click a layer in the Markup Layers list to manage existing layers

or add more layers.

• Right-click in the Viewer window to display options for modifying the

markup layer content. Different menus and options display depending
where your cursor is positioned when you right-click.

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Visualization Data Markup Using Portal Visualization

• The display of annotation layers can be turned on or off by clicking the

circle symbols next to the annotation layer name.
– Black Circle – Layer displayed and current working layer.

– White Circle – Layer not displayed.

• Remember to Save any new annotation layers or modified annotation

layers. The asterisk * symbol indicates that Save is required.

• Deleting a markup layer is a two-step process. To delete a layer, select the

layer to delete from the Markup Layers list, right-click and chooseDelete.
Then, use the following procedure to remove the Named Reference for the
Layer from the DirectModel3DMarkup dataset:
1. Select the DirectModel3DMarkup dataset.

2. Choose Named References... from the Dataset Object menu.

The Named References dialog displays.

Notice that a 3D Markup Layer is stored as a VPL formatted

file.

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 Visualization Data Markup Using Portal Visualization

3. In the Named References dialog, select the layer you want to delete

and choose the Cut icon .

This removes the layer from the Markup Layers list.

4. Choose Close to close the Named References dialog.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 14-15
Visualization Data Markup Using Portal Visualization

Creating 2D Markup Data

Drafting Checkers may use 2D Markup to communicate comments on the
accuracy of an Engineering Drawing.
Although 2D visualization data can be associated with various dataset types,
2D markup data can only be associated to the following dataset types:
• DrawingSheet

• Image

2D Markup is stored as a Markup2D dataset associated with either an

Image or DrawingSheet dataset.

Steps to Create 2D Markup Data

Use the following steps to create 2D markup data:
1. View the 2D Image or DrawingSheet dataset.

2. Create the Markup2D dataset.

3. Create the annotations for the 2D markup layer.

4. Save the 2D markup layer.

5. Save the Markup2D dataset.

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 Visualization Data Markup Using Portal Visualization

Activity: Create 2D Markup Data

In this activity, you will create 2D markup data for the 1250-### DWG Image.
Step 1: View the 2D visualization data.
Select the 1250-### DWG Image dataset object in the object
tree.

Choose the Viewer tab.

After a moment, a CGM (2D) file of the part drawing displays
in the Portal Visualization viewer.

Step 2: Create a 2D Markup dataset.

Choose the Create 2D Markup icon from the Portal

Visualization toolbar.
The Create Markup Layer dialog displays.

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Visualization Data Markup Using Portal Visualization

Provide the following parameters for the dialog.

Dataset Name: 2D_markup1
Dataset Type: Markup2D
Description: <optional>

Choose OK.
The 2D_markup1 dataset is created and attached to the Image
dataset.

The Markup 2D toolbar displays in the viewer.

Step 3: Create annotations for the markup layer.

Select the 2D_markup1 dataset object.

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 Visualization Data Markup Using Portal Visualization

Activate the 2D Markup tools by choosing the Enable Markup

icon in the Markup 2D toolbar.

Choose the Unrestricted Text icon from the Markup 2D

toolbar.
Notice the addition of a new layer in the Markup Layers listing.

Point to a location within the graphics area and single-click.

The Text Editor dialog displays.

Type Example 2D Markup in the Text Editor dialog and choose

OK.
Observe the placement of your annotation in the graphics area.
Also observe the addition of the asterisk symbol (*) next to the
name of the new markup layer. This symbol indicates that
you need to save the layer.

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Visualization Data Markup Using Portal Visualization

Step 4: Save the creation of the new markup layer.

Choose the Save 2D Layers icon .

The Save Layer dialog displays

Choose OK.
The markup layer is saved.

Step 5: Save the 2D_markup1 Markup2D dataset in Teamcenter

Engineering.
Choose File→Save.
You have just created 2D Markup data for the Image DWG.

This concludes the activity.

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 Visualization Data Markup Using Portal Visualization

Working with 2D Markup Layers

• Notice that the annotation is listed as a layer in the layer list and is a
CGM formatted file.

• Right-click a layer in the layer list to manage existing annotation layers

or add more annotation layers.

• Remember to Save any new annotation layers or modified annotation

layers. The asterisk symbol indicates that Save is required.

• The display of annotation layers can be turned on or off by clicking the

circle symbols next to the annotation layer name.

– Green Circle – Layer displayed and current working layer.

– Black Circle – Layer displayed.

– White Circle – Layer not displayed.

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Visualization Data Markup Using Portal Visualization

Procedural Considerations

When Can Markup Data Be Created?

Markup data can be created for 2D and 3D visualization datasets at any time
during the data life-cycle. Recall that data in Teamcenter Engineering is
in one of the three following states:

• Statused - The visualization dataset is in a "write-protected"

mode meaning it cannot be changed unless a new revision of the Item
created. However it is possible to create a markup dataset for a statused
visualization dataset. A business may do this to "propose" change to
statused data.

• In-Process - The object is currently in a workflow process.

• (Empty Value) - If the dataset has no value for status, it is said to be

"Working" data. That means someone is currently working on the data.

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 Visualization Data Markup Using Portal Visualization

Who Can Create a New Markup Dataset?

Generally, there are no restrictions in place to limit who can create a
markup dataset for a visualization dataset. It is possible to have numerous
independent markup datasets for a single visualization dataset, each having
been created by a different user.

Who Can Define Layers Within a Markup Dataset?

Generally, there are restrictions in place to limit who can add annotation
layers to a single markup dataset. Some examples of who would be permitted
to create annotation layers within a markup dataset include:
• Only the creator of the markup dataset.

• All members of the same group as the markup dataset creator.

• Only defined role(s) within the group that owns the markup dataset.

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Visualization Data Markup Using Portal Visualization

Summary
2D and 3D visualization data will exist as dataset objects within an Item
Revision.

• To view the data using Portal Visualization, simply select the dataset in
the object tree with the Viewer tab active.

• Markup datasets can only be created and associated to the following

dataset types:

DirectModel
DrawingSheet

Image
3D Markup data is stored as a DirectModel3DMarkup dataset that is
associated with a DirectModel dataset.
2D Markup data is stored as a Markup2D dataset that is associated with
either an Image dataset or a DrawingSheet dataset.

• While viewing 3D data, use the Create 3D Markup icon from the
Portal Visualization toolbar to begin the markup procedure.

• While viewing 2D data, use the Create 2D Markup icon from the
Portal Visualization toolbar to begin the markup procedure.

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Lesson

15 Change Management - View

Purpose
The purpose of this lesson is to demonstrate how to find and view existing
Change objects.

Objectives
Upon completion of this lesson, you will be able to:
• Find existing Change objects.

• Interrogate existing Change objects.

• View Supercedure data for existing Change objects

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-1
Change Management - View

What is Change Management?

Change Management (CM) is the formal process of proposing, controlling,
and approving changes to a product’s definition and configuration.
The CM application collects all the information relative to why a part
changed, including who was involved in the change process.

Benefits of the CM Application

The CM Application is used to provide the following benefits:
• Collect all data related to the change

• Propose Solutions, manage Problem Items and track Affected Items

• Provide an audit trail history of the objects used in a process

• Track the process that the Change object is going through

• Track BOM changes (Adds and Cancels)

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 Change Management - View

What is a Change Object?

A Change object is used to control all changes to a product’s definition and
configuration during its life cycle.

Key Points
Following are some key points about Change objects:
• Represented by a special Item Type (EngChange)

• Viewed in the CM Viewer application

• Represented by a Delta, change symbol

• Contain default Folders used to collect all the information about the
change, including a Tasks to Perform folder

• The Tasks to Perform folder contains your assigned tasks to perform,

specific to the change object

• The CN Form contains all necessary information about why the product
changed

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-3
Change Management - View

Types of Changes
Most companies have different numbering conventions and signature
approval levels for different types of changes. These are referred to as
Change Types.
Some changes are simple and may require only one person to signoff. Other
changes are more complex and may require approval from multiple people,
including external government bodies, suppliers, etc.
Changes Types are created by your Site Administrator using the Admin,
Type application.
You can think of Change Types as templates of the different Change processes
which can be used at your site.
For the purposes of this training, we’ll use the following Change Types:
Change Request, Change Notice, Work Authorization, and Release.

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 Change Management - View

Following are descriptions of the Change Types used in this training:

Some of these Change Types are provided out-of-the-box (OTB)
with Teamcenter Engineering and others were created using the
Type application.

Change Request (CR)

Following are characteristics of the CR Change Type:
• Begins the Change Request Process.

• Change Request is routed to appropriate users defined in the process.

• Provided OTB with Teamcenter Engineering.

Change Notice (CN)

Following are characteristics of the CN Change Type:
• Once the Change Request is complete and authorization has been
granted, a Change Notice is created.

• Alerts all involved users that the change is proceeding.

• Provided OTB with Teamcenter Engineering.

Work Authorization (WA)

Following are characteristics the WA Change Type:
• Provides authority and direction for working on physical items where
results must conform to specified documents.

• Provided OTB with Teamcenter Engineering.

Release
Following are characteristics the Release Change Type:
• Used for initial release of new parts.

• Custom Type created for this training environment.

Each Change Type has its own unique numbering convention.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-5
Change Management - View

Finding Existing Change Objects

To search for existing Change objects, perform an Item search and set the
Type to EngChange.

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 Change Management - View

Change Object Structure

Inside the Change object is a built-in structure for the change. This structure
is used to manage the different types of objects in your Change process.

Key Points
The key Items related to Change Management are the Affected Items,
Problem Items, and Solution Items, described below:

Affected Items
• An Affected Item is a new Item Revision; it is a new Revision of the
Problem Item.

• Can be an assembly or piece part.

• A Release status is attached to the Affected Item(s) during the workflow

process.

Problem Items
• A Problem Item is the Item Revision which is going to be replaced by
the Affected Item.

Solution Items
• A Solution Item is a new Part or Item Revision that was created as a
result of the change.

• A Release status is attached to the Solution Item(s) during the workflow

process.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-7
Change Management - View

Launching CM Viewer
To launch the CM Viewer application, select an EngChange object or
EngChange Revision object and choose the Open icon.

You can also right-click a Change object and choose the Send
To→CM Viewer command to launch the application.

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 Change Management - View

Working in the CM Viewer Application

You work with Change objects in the CM Viewer application. A Change
object is routed among the responsible parties as the change progresses.
Information may be added to the Change object as the process progresses.
The Affected Item and a Solution Item may be added to the Change object.
Links to additional documents such as project plans, test results, and cost
derivations may be added to the appropriate Change object folder as the
information is gathered.

Key Points

Following are some key points about the CM Viewer application:

• CM Viewer is an application in the Engineering panel.

• CM Viewer provides all necessary information about why the part

changed.

• CM Viewer allows all actions except PSE.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-9
Change Management - View

CM Viewer - Viewer Tab

The Viewer tab displays a table of the Change properties and forms, which
you can edit and/or complete. Depending on the properties attributed to the
Change during its creation, various site-specific forms might be displayed in
a series of tabs.
When a task is selected, the Viewer tab displays the task view for the selected
workflow task. Use this view to perform the selected task just as you would
in your Inbox.

Key Points

Following are some key points about using the Viewer tab in CM Viewer:
• You can have as many forms as you wish for each Change object type.

• Each form is displayed beneath its own tab.

• Your system administrator attached these forms to this Change type

when creating the Change object process.

• Any Form type that is defined in the database can be attached to the
change.

• Some forms are provided OTB in Teamcenter Engineering.

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 Change Management - View

CM Viewer - Properties Tab

The Properties tab in CM Viewer displays similar information to the
Properties tab in the Navigator application.
The Properties table displays the properties of the selected object based on
the column preferences defined for the object. In this example, you will see
information about the Item Revisions that were released by this Change
object.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-11
Change Management - View

CM Viewer - Process Tab

Selecting a Change object revision and choosing the Process tab displays
the big picture of the overall workflow process that the Change object is
going through. The workflow process display is equivalent to the Process
view available in your Inbox.

Key Points
Following are key points about viewing the workflow process for the Change
object:
• The active tasks are designated by a green arrow.

• From the Process tab, you can see where status is applied, EC Pending
and Release, for example. These are system events.

• Do Tasks are Prepare CN and Finalize CN.

• Review Tasks are CCB1 and CCB2.

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 Change Management - View

CM Viewer - Referencers Tab

The Referencers tab displays other locations where the selected object is
referenced or used.

Where Used Search

Perform a Where Used search on the 1503/001-Wheel to view all assemblies
in which the selected assembly is used.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-13
Change Management - View

Where Referenced Search

Perform a Where Referenced search on the 1503/001-Wheel to view all objects
that reference the selected object in your Navigator folder structure.

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 Change Management - View

CM Viewer - BOM Changes Tab

The BOM Changes tab shows you how the Affected Item was changed
(components added or cancelled) by the Change object. The entire BOM
structure for the new Item Revision is condensed into a parts list including
the following information:

• Added components are represented by a plus symbol (top of the list)

• Cancelled components are represented by a minus symbol (middle

of the list)

• Components that remaine the same appear at the bottom of the list

In this example, the 1510/001 Wheel Assy had the 9999-Spacer added and
the 1502-Spacer cancelled. The other components remained the same.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-15
Change Management - View

CM Viewer - Effectivity Tab

The purpose of Effectivity is to capture information about when certain
components of an assembly will go into production. Effectivity can be set by
Date or by Unit Number (and corresponding End Item).
The Effectivity tab displays End Item Effectivity information associated with
the selected Change object Revision or Affected and Solution Items.

The data displayed in the Effectivity tab was populated using the
Create Effectivity dialog.

Choose the Edit button to access the Edit Effectivity dialog. Use this dialog to
search for End Items and set Unit and Date effectivities.

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 Change Management - View

Only privileged users can set and change effectivity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-17
Change Management - View

Activity: Finding/Interrogating Change objects

In this activity, you will find and view different types of Change objects
(Change Request and Change Notice) using the CM Viewer application.
Step 1: Logon to Teamcenter Engineering Portal.
Use the User ID and Password assigned to you by your
Instructor.

Step 2: Find existing Change objects.

Choose Search.

Select Item... from the Query list.

Choose More..., if necessary, to see all fields.

Choose Clear this query form .

Set Type to EngChange.

Choose Execute this query .

The results are displayed. This is a list of all Change objects

in the database.

Step 3: Copy and Paste the Change objects you wish to examine into
your Home folder.

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 Change Management - View

Use the CTRL key to select the CN0001-1503/000 and

CN0002-1510 Change objects.
Each Change Type has its own unique numbering
system: CN corresponds with Change Notice.

Choose Copy.

Go to your Home folder in My Navigator.

Close the Search window.

Select your Home folder and choose Paste.

The Change objects appear in your Home folder.

Step 4: Open the CN0001 Change object in the CM Viewer application.

Select the CN0001-1503/000 Change object and choose the

Open icon .
The Change object is displayed in the CM Viewer application.

Choose the Viewer tab.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-19
Change Management - View

Expand the Affected Items folder.

Notice that the Affected Item is a new revision, 1503/001, of

the Wheel. This means there was a problem with the 1503/000
Wheel.

Step 5: View the form attached to this Change object.

With the CN0001/A-1503/000 change object selected, read the
Description of the problem in the Viewer tab.

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 Change Management - View

After reviewing the Description, you can see that the revision
change from 1503/000 to 1503/001 was caused by a Wheel
geometry change (increase in spoke thickness).

Step 6: View the Properties tab data.

Select the Affected Items folder and choose the Properties tab
in the CM Viewer application.

Scroll to the right and notice that the Release Status is EC

Pending.

Step 7: View the Process associated with the Change object.

Select the 1503/001 Wheel Revision and choose the Process
tab to view the current state of the workflow Process associated
with the Change object.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-21
Change Management - View

The green arrows (viewable on the screen) indicate the progression

of the Process.
The traffic signal indicates that ’Finalize CN’ is started but not
yet complete.

There are no BOM Changes or Effectivity data associated

with this Change object at this time.

Step 8: Open the CN0002 Change object in the CM Viewer application.

Return to your Home folder in My Navigator.

Select the CN0002-1510 Friction Reduction Change object

and choose Open.

The Change object is displayed in the CM Viewer application.

Choose the Viewer tab and review the Form attached to the
Change.

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 Change Management - View

This Major Change object involved a new revision to the

1510/000 Wheel Assy (to 1510/001) with a BOM change
(removal of 1502/000-Spacer and addition of 9999/000-Spacer)

Expand the Affected Items folder.

Notice that the Affected Item is a new revision of the Wheel
Assy, 1510/001.

Expand the Solution Items and Problem Items folders to view

the associated Items.

Step 9: View the Process associated with the Change object.

Select the Change object and choose the Process tab to view
the current state of the workflow Process associated with the
Change object.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-23
Change Management - View

You may wish to drag the Process window to the left to make it
bigger. The checkered flags and green arrows indicate that the
process is complete.

Step 10: View the BOM Changes associated with this Change object.
In the Affected Items folder, select the 1510/001-Wheel Assy.

Choose the BOM Changes tab in the CM Viewer application

and expand the view folder.

This displays the Added and Cancelled components for the

1510/001 Wheel Assy.

The symbol indicates a component Added to the assembly.

In this case, the 9999-Spacer.

The symbol indicates a component Cancelled from the

assembly. In this case, the 1502-Spacer.

Step 11: View the Effectivity data for this Change object.

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 Change Management - View

Choose the Effectivity tab to view the Effectivity data

associated with the Change object.

Review the Effectivity data.

Notice the Unit/Date Range value indicates when the Change
will take effect and how long it will continue, as defined in the
Change Notice.

Step 12: Close the CM Viewer application.

Choose File→ Close.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-25
Change Management - View

What is Supercedure?
Supercedure is used to track the history of replacement parts. The
Supercedure view is a graphical representation of the replacement history for
a given occurrence in a product structure.

Before the supercedure of a component can be viewed, a supercedure

must be created which defines the replacement.

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 Change Management - View

Viewing Supercedure
Supercedure data can be viewed from the PSE. To view Supercedure data
from PSE:

1. Choose the Show/Hide the data panel icon in PSE to display the
Data Panel.
When the Data Panel is displayed, there is a Supercedure tab.

2. Choose the Supercedure tab.

3. Select the BOMLine in PSE whose Supercedure data you want to view.
Use the scroll bars in the Supercedure tab to locate and view the
Supercedure diagram for the selected BOMLine object.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-27
Change Management - View

Key Areas in the Supercedure View

– Expands the Supercedure screen to full size, or decreases the full-sized

screen to partial size.

– Displays a different Supercedure for the selected component, based on

the selection of a different parent assembly.

– Nodes are automatically laid out by an algorithm that ensures no inter

sections between the nodes and the Supercedures occur in the display.

– When activated, only a single node can be moved in the display. When
inactivated, a Supercedure can be moved.

– Displays the Item properties for the selected component in the Item
Properties dialog that displays when you choose this button.

– Displays Change record notes associated with the selected item, if any.

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 Change Management - View

Activity: Viewing Supercedure Data

In this activity, you will view the Supercedure data for the Spacer Item.
Step 1: Return to My Navigator and find the 1502-Spacer Item.
The results are displayed in a Find Tab.

Close the Search window.

Step 2: Perform a Where Used on 1502.

Select the 1502-Spacer Item and choose the Referencers tab.

Set the Where pull-down to Used.

Set the Depth set to One Level.

If necessary, double-click the 1502-Spacer Item in the

Referencers tab.

The display shows that the 1502 Spacer is used in the

1510/000-Wheel Assy.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-29
Change Management - View

Step 3: Send the 1510/000-Wheel Assy to PSE.

From the Referencers tab display, right-click on the
1510/000-Wheel Assy Item Revision and choose Send
To→PSE.

Step 4: View the Supercedure data for the Spacer Item.

In PSE, click the Show/Hide the data panel icon .

Choose the Supercedure tab.

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 Change Management - View

Select the 1502/000-Spacer Item Revision object in the BOM

structure.

Use the vertical and horizontal scroll bars in the Supercedure

tab to locate and view the Supercedure diagram for the selected
BOMLine object.
The Supercedure for the 1502/000-Spacer component is
displayed.

This graphic shows you that Item 9999-Spacer replaced Item

1502-Spacer in the context of the 1510 Wheel Assembly as a
result of Change object MA00001/0-1510/001 and described in
Change Notice CN0002/A-1510.

You can mouse-over the Change object and Change

Notice items, in the display, to view additional
information related to the change, as shown in the
following diagram.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-31
Change Management - View

Step 5: Close PSE.

Choose File→Close.

This concludes the activity.

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 Change Management - View

Summary
Change objects are viewed in the CM Viewer application. The CM Viewer
application collects all the information relative to why a part changed,
including who was involved in the change process.

A Change object is represented by a special Item type, EngChange, and is

identified by a Delta, change symbol.
• To find existing Change objects, perform an Item search and set the
Type to EngChange.

• To launch CM Viewer, select an EngChange Revision object and choose

Open.

• An Affected Item is a new Item Revision; it is the new Revision of the

Problem Item.

• A Solution Item is a new Item Revision that was created as a result

of the change.

• A Problem Item is the Item Revision which is going to be replaced by

the Affected Item.

• Supercedure is used to track the history of replacement parts. The

Supercedure view is a graphical representation of the replacement history
for a given occurrence in a product structure.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 15-33
Lesson

16 Change Management - Create

Purpose
The purpose of this lesson is to create a new Change object and follow it
through the Change Process to its completion.

Objective
Upon completion of this lesson, you will be able to:
• Create a new Change object and submit it to a Change process

• Copy and paste data into the appropriate Change object Folder structure

• Perform Workflow Do and Review tasks

• Set Effectivity

• Make Changes in PSE

• Create Supercedures

• View Supercedures

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-1
Change Management - Create

Activity: Find and Examine existing Wheel Assy

In this activity, you will find and examine your existing 1510-## Wheel
Assembly.
Step 1: Change your Group and Role.
Change your Group to high performance and Role to Product
Engineer.

Step 2: Return to your Home folder in My Navigator.

Step 3: Cut the existing Change objects from your Home folder.
Select the existing Change objects in your Home folder and

choose Cut .

Step 4: Using Search, find your 1510-##/000 Wheel Assembly.

Choose Search.

Choose Item... from the Query pull-down menu.

Enter the Item ID for your Wheel Assembly as 1510-##

where ## corresponds to your User ID from the
following list:
1510-01 balltr
1510-02 burnstr
1510-03 davistr
1510-04 daytr
1510-05 fondatr
1510-06 grabletr
1510-07 hestontr
1510-08 hopetr
1510-09 kellytr
1510-10 lewistr
1510-11 lorentr
1510-12 monroetr
1510-13 pecktr
1510-14 rogerstr
1510-15 russeltr
1510-16 tracytr

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 Change Management - Create

Choose Execute this query .

Close the Search form.

Expand the 1510-##-Wheel Assy Item and Item Revision.

The Flags indicate that these objects are released.

Step 5: Examine the 1510-##/000-Wheel Assy.

Select the UGMASTER ProductVision dataset in the
1510-##/000-Wheel Assy.

Choose the Viewer tab.

Choose OK to the View JT Assembly message.

Rotate and view the Wheel Assembly.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-3
Change Management - Create

Step 6: Examine the part in PSE.

Select the BOM object.

Choose Cancel on the View JT Assembly message.

Choose Open .
This launches PSE.

In PSE, you will see the component list for the 1510-##/000
Wheel Assy.

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 Change Management - Create

Choose the Show/Hide data panel icon .

Make sure the Viewer tab is selected.

Toggle on the check boxes to view specific components of the

Wheel Assembly.

After checking all the boxes, you may need to choose

the View All icon to size the image so you can

see the entire part.
The blue part is the Spacer; it is made out of Nylon.

Step 7: Close PSE.

Choose File→Close.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-5
Change Management - Create

Activity: Create New Spacer and Wheel Assy Parts

The Product Engineer theorizes that if the spacer is made out of Teflon,
rolling friction will be reduced. Therefore, the Product Engineer creates
the following:
• a new Spacer made of Teflon

• a new Revision of the Wheel Assembly

Step 1: Copy and Paste the 1510-##-Wheel Assy into your Home folder
in My Navigator.
In My Navigator, select the Item... Search results tab.

Select the 1510-##-Wheel Assy Item.

Choose Cancel on the View JT Assembly message.

Choose Copy .

Select your Home folder and choose Paste .

Expand the 1510-##-Wheel Assy Item and Item Revision

in your Home folder.

Step 2: Open the 1510–##-000 UGMASTER dataset in Unigraphics NX.

Select the 1510-##-000 UGMASTER dataset.

Choose the Start/Open in NX icon .

NX 2 is started.

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 Change Management - Create

Choose OK to the Warning dialog.

Close the Information window.

Step 3: Using the Assembly Navigator, change the Displayed Part to

the 1502 Spacer.
In NX 2, choose the Assembly Navigator icon and pin it in

place .

Right-click on the 1502-##/000 component and choose Make

Displayed Part.

Choose OK to the Warning dialog and the Could Not Lock

Part dialogs.
The Spacer is displayed.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-7
Change Management - Create

Step 4: In NX 2, create a new Spacer.

In NX 2, choose File→Save As....

In Save Part File As dialog, double-click the Home folder to

make it the default container.

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 Change Management - Create

In the Part Number field, enter 9999-## where ## corresponds

to your User ID from the following list:

9999-01 balltr
9999-02 burnstr
9999-03 davistr
9999-04 daytr
9999-05 fondatr
9999-06 grabletr
9999-07 hestontr
9999-08 hopetr
9999-09 kellytr
9999-10 lewistr
9999-11 lorentr
9999-12 monroetr
9999-13 pecktr
9999-14 rogerstr
9999-15 russeltr
9999-16 tracytr

In the Part Revision field, enter 000.

Leave the Part File Type field set to master.

Choose OK.
The Edit Database Attributes dialog displays.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-9
Change Management - Create

Leave the Part Name set to Spacer.

Leave the Part Description as Spacer-Non Metallic.

Choose OK on the Edit Database Attributes dialog.

The Copy Files for Part dialog displays.

Select the body.gif file and choose OK.

Close the Information window.

Step 5: Activate the Save Teamcenter Vis Data option.

This step creates DirectModel datasets automatically when you
save your part files.

In NX 2, choose File→Options→Save Options.

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 Change Management - Create

Toggle on the Save Teamcenter Vis Data option.

This option automatically creates DirectModel

datasets in Teamcenter Engineering when you save
your part file.

Choose OK.

Step 6: Save the 9999-## Spacer part.

In NX 2, choose Save .

Step 7: Using the Assembly Navigator, display the Parent part for the
9999-## Spacer.
In the Assembly Navigator, right-click the 9999-##/000 Spacer
and choose Display Parent→1510-##/000.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-11
Change Management - Create

The Wheel Assy displays.

Step 8: Make the 1510-##/000 Wheel Assy the Work Part.

Still using the Assembly Navigator, right-click on 1510-##/000
and choose Make Work Part.

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 Change Management - Create

Step 9: Close the Assembly Navigator.

Unpin and close the Assembly Navigator.
Here is a summary of what you have done so far in this activity:

• Launched NX 2 for the 1510-##/000 Wheel Assembly.

• Changed the Displayed Part to the 1502-##/000 Spacer.

• Created a new 9999-##/000 Spacer.

• Activated the Save Teamcenter Vis Data option.

• Saved the Part.

• Changed the Work Part to the 1510-##/000 Wheel

Assembly.
Next, you will create a new Revision of the Wheel Assembly.

Step 10: Create the new Revision (001) of the 1510-##/000-Wheel Assy.
This new Revision of the Wheel Assembly contains the new
9999-##/000 Spacer.
The 1510-##/001 Wheel Assembly is the Affected Item; it changes
from Revision ’000’ to ’001’ as a result of the new Change object
that you will create in the next activity.
In NX 2, choose File→Save As...
Notice that the Part Number is correctly set to 1510-##.

Choose the Assign button next to Part Revision.

This updates the Revision to 001.

Choose OK.

In the Copy Files for Part dialog, select the body.gif file and
choose OK.

The geometry of the part did not change, so the gif file can be
copied into the new Wheel Assembly.
You have just created a new Revision (001) of the 1510-##/000
Wheel Assy.

Step 11: Exit NX 2.

Choose File→Exit.

Choose Yes.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-13
Change Management - Create

Step 12: Review the results in My Navigator.

In My Navigator, select the 1510-##-Wheel Assy Item and
choose View→Refresh Window.
You will see the new 1510-##/001-Wheel Assy.

Notice that the 000 Revision is released, but the 001 Revision
is not. Also, the 9999-##-Spacer is now in your Home folder.

This concludes the activity.

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 Change Management - Create

Creating a Change Object

When the Change Request is complete and authorization has been granted
to proceed with the change, a Change Notice needs to be created. A Change
object is used to control all changes to a product’s definition and configuration
during its life cycle.
Common Change object Types include the Change Request (CR) and Change
Notice (CN).
To create a new Change object, select the desired folder and choose
File→New→Change.... This brings up the Create/Revise Change dialog.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-15
Change Management - Create

Key Points
Following are some key points about the Create/Revise Change dialog:
• Red asterisks indicate required fields.

• The Change Types from which you can choose to create the Change object
are provided in the left panel of the dialog. Common Change Types are
Change Request, Change Notice, and Released.

• Change ID is a unique identifier for that Change; no two Change

objects can have the same Change ID. Assign according to your naming
convention.

• Change Revision ID is a unique revision identifier for the Change object

Revision.

• Change Name is a short, descriptive name for the Change.

• On the More Attributes tab, the Start Process on Create toggle lets you
submit the change directly to the selected workflow process upon creation
of the Change object.

• Information may be added to the Change object as the process progresses.

Additional fields of information related to the Change object can be
added to the Base Attributes section of the dialog using the Description,
Reason/Description, Cost/Schedule, and Impact tabs.

• Affected Item objects, Solution Item objects, and other objects related to
the Change may be added to the Change object using the Folders tab.
While the Create/Revise Change dialog is open, you can still
interact with your Navigator window. This allows you to copy
and paste parts between the two windows.
You can start a change without having any targets for the
change.

• You can use the Assign to Projects tab if you want to select Projects to
which to assign the Change objects.

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 Change Management - Create

Upon entering the necessary information in the Create/Revise Change dialog,

and choosing OK, the Change object is created.

Expand the Change object and Change object Revision object to see the
Change object folder structure.

Once you have created a Change object, the next thing to do is copy/paste
the appropriate data into the correct location in the Change object folder
structure.
Important! Be sure that you copy and paste the appropriate data
into the correct Change object folders so Teamcenter Engineering
manages the data correctly during the change process.
The Change object releases the Item Revisions in the Affected
Items and Solution Items folders but not the Problem Items folders.
The Problem Item, in most cases, has already been released.

It is very important that you copy and paste Item Revisions (not
Items!) into the appropriate folder structure.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-17
Change Management - Create

Activity: Create a Change Notice

In this activity, you will create a Change Notice (CN) to begin the change
process. The desired outcome of the Change Notice is to release the
1510-##/001 Wheel Assy and the new 9999-##/000 Spacer.
Step 1: Create a New Change object (CN) to initiate the Change Process.
Select your Home folder.

Choose File→New→Change....
The Create/Revise Change dialog displays.

Select CN for Change Type.

Choose the Assign button next to Change ID.

This assigns the Change ID and the Change Revision ID.

Enter the Change Name: 6505 Model Year Updates.

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 Change Management - Create

Choose the More Attributes tab.

Toggle on Start Process on Create.

The above action is important! Toggling this switch

On automatically identifies the corresponding
Change Process as CMES Change Notice.

Choose the Description tab.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-19
Change Management - Create

Enter the Change Description: This CN creates 1510/001

same as 1510/000 except replacing 1502 nylon spacer with
9999 teflon spacer.

Choose OK.
The new Change object appears in your Home folder.

Check your Newstuff folder if you don’t see the

Change object.

Expand the new EngChange object and EngChange Revision.

At this point, there is nothing in the Affected, Problem, or

Solution Items folders. You will add the appropriate data
to these folders.

Expand the Tasks to Perform Folder.

Notice there is a Prepare CN task. This outlines the tasks
you need to perform.

Select the Prepare CN task and choose the Viewer tab to

review the Task Instructions.

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 Change Management - Create

Step 2: Next, you need to follow the Task Instructions beginning with
task one, “Add Basis CR (Revision) to Reference Items Folder.”
To do this, you need to find the CR0002/A-6505 Change Request
and paste it into the Reference Items folder. This is the Change
Request on which this Change Notice is being based.
Choose Search.

Choose the Item... query from the Query drop-down menu.

Choose Clear this query to clear the Search form.

Set Type to EngChange.

Enter CR* in the Item ID field.

Choose Execute this query .

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-21
Change Management - Create

Close the Search form.

Expand the CR0002-6505 MY2003 Updates EngChange object

to see the EngChange Revision.

Select the CR0002/A-6505 MY2003 Updates EngChange

Revision and choose Copy .

Be sure to copy the EngChange Revision and not
the EngChange Item.

Select the Home tab.

Highlight the Reference Items folder and choose Paste .

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 Change Management - Create

The next task in your Task Instructions, task two, is to add

the Affected, Problem, and Solution Item Revisions to the
appropriate folders.

Step 3: Copy and paste the Problem Item into the Problem Items folder.
The Problem Item is the object for which you must develop a
solution.
In this case, the goal is to reduce rolling friction of the 1510-##/000
Wheel Assy. Therefore, the 1510-##/000 Wheel Assy is the
Problem Item.

Choose the Properties tab in My Navigator.

Select your 1510-##/000-Wheel Assy Item Revision and

choose Copy.

Select the Problem Items folder in the CN#### Change

Revision and choose Paste.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-23
Change Management - Create

Notice that the Problem Item is already released.

Step 4: Copy and paste the Affected Item Revision(s) into the Affected
Items folder.
Recall that the Affected Item is the object being changed, in this
case, the new 1510-##/001 Wheel Assy.

Select the 1510-##/001 Wheel Assy Item Revision and choose

Copy.

Select the Affected Items folder in the CN#### Change

Revision and choose Paste.

Step 5: Copy and Paste the Solution Item into the Solution Items folder.
The 9999-##/000-Spacer is the Solution Item; it is the part being
added to the Wheel Assembly.

Under different circumstances, there could be several

new parts added to the assembly.

Copy and Paste the 9999-##/000-Spacer Item Revision into

the Solution Items folder in the CN#### Change Revision.

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 Change Management - Create

Now you have copied all necessary data into the appropriate
Change object folder structure.

Step 6: Return to the Prepare CN task in your Tasks to Perform folder.

Select the Prepare CN task.

Choose the Viewer tab.

Your next task is to “Fill in the required form data.”

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-25
Change Management - Create

Step 7: Fill in the CN Form.

Select the CN Form and choose the Viewer tab.
The Form displays.

Notice that the Basis for this CN field is filled in automatically.

This comes from the data in the Reference Items folder
(CR002/A-6505 MY2003 Updates).

In the Special Instructions field, enter: 9999 Spacer supercedes

1502 Spacer with two-way interchangeability.

Choose Apply.

Step 8: Finish the Prepare CN Task.

With the Viewer tab still selected, select the Prepare CN task
in the Tasks to Perform folder.

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 Change Management - Create

Check the Done box.

Choose Apply.

Once the Prepare CN task is complete, a preliminary

status called EC Pending is applied to the data in the
Affected Items and Solution Items folders. This
lets everyone know that these objects are currently
in a change process (which is not complete, yet).

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-27
Change Management - Create

This concludes the activity.

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 Change Management - Create

Activity: Select the Signoff Team for CCB1

In this activity, the Product Engineer launches the CM Viewer application
and selects the signoff team.
Step 1: Launch CM Viewer.
Select your CN####/A-6505 Model Year Updates EngChange

Revision and choose Open .

This launches the CM Viewer application.

Choose the Viewer tab.

Expand the Tasks to Perform folder.

Step 2: View the Process associated with the Change.

To check where you are in the process, choose the Process tab.
The green arrows show the progression of the process.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-29
Change Management - Create

Now that the Prepare CN task is complete, the EC Pending

Status has been applied by the system. In the Tasks to
Perform folder, you will see the select-signoff-team task.

You may need to scroll the window to the right to see

the “select-sign-off-team” text in the first line item of
the Tasks to Perform folder.

Step 3: Select the signoff team.

Select the select-signoff-team task in the Tasks to Perform
folder.

Make sure Task View is toggled on.

Select the config_mgt/CCB Chairman/1 profile.

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 Change Management - Create

Select your User name from the User drop-down list.

Click the + sign.

Choose Apply.
Your user name is added to the signoff team as the
config_mgt/CCB Chairman.
The select-signoff-team task is replaced by the
perform-signoffs task. You will perform the signoff in the
next activity.

Step 4: Exit Teamcenter Engineering.

Choose the File→Exit.

Choose Yes.
This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-31
Change Management - Create

Activity: Perform Tasks for CCB1

The CCB Chairman is notified (via e-mail) that a task has been assigned to
perform. The CCB Chairman logs into Teamcenter Engineering to review
the change to see if everything is done correctly.
In this activity, the Config_Mgt/CCB Chairman completes the task for the
CCB1 level of the CMES Change Notice process.
Step 1: Start Teamcenter Engineering and Login to My Navigator.

Step 2: Change your Group and Role.

Change your Group to config_mgt and Role to CCB Chairman.
The CCB Chairman is seeing this information for the first time.
First, all the information about the change must be reviewed.

Step 3: Open the Inbox .

Step 4: Review all the information about the change.

Expand your Tasks to Perform folder.

Expand the perform-signoffs task.

Expand the Targets list.

Step 5: Launch CM Viewer to review the change information.

Select the EngChange Revision object, CN####/A-6505 Model
Year Updates.

Choose Open .
This launches the CM Viewer application.

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 Change Management - Create

Choose the Viewer tab and review the Change Notice

information.

Expand the Affected Items, Problem Items, Reference

Items, and Solution Items folders to verify the data
referenced in the Change Notice.

When you are satisfied that everything looks correct, proceed

to Step 6 to perform the signoff.

Step 6: Perform signoffs.

Expand the Tasks to Perform folder.

Select the perform-signoffs task.

Choose the Viewer tab and choose the Task View toggle.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-33
Change Management - Create

You can also perform the signoff in the Process tab of

the CM Viewer application.

Select the No Decision link.

Choose Approve.

Enter your comments.

Choose OK.
Notice that the task in the Tasks to Perform folder changes
to Finalize CN.

Select the Finalize CN task and review the Task Instructions.

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 Change Management - Create

Select the CN####/A Change Revision object and choose the

Process tab.

The green arrow points to Finalize CN.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-35
Change Management - Create

What are Supercedures?

The Supercedure window displays the additions and cancellations to the
Affected Item Revision. Supercedures allow you to see ’what replaced what’.

Creating Supercedures
• From the CM Viewer application, select the Affected Item Revision (whose
Supercedure you wish to view).

• Right-click the Affected Item Revision and select Send To→ PSE from
the pop-up menu.

• Choose the Split the panels... icon .

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 Change Management - Create

This is essentially doing a BOM Compare, which shows you what parts were
added and what parts were cancelled. The 1510-#/001-Wheel Assy is the
Affected Item (new Item Revision).
• Select the 9999-#/000 Spacer and the 1502-#/000-Spacer.

• With both components selected, choose the Create a new Supercedure

icon .

Expand the contents of the Supercedures folder (and the Adds and Cancels
folders) in the lower pane of the Supercedure Definition window.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-37
Change Management - Create

Activity: Finalize the Change

In this activity, the Product Engineer performs the tasks to Finalize the
Change. This includes finalizing the BOM change data and setting Effectivity.

Step 1: Change your Group and Role.

Change your Group to high performance and role to Product

Engineer.

Step 2: Perform the Finalize CN task.

Expand the Tasks to Perform folder.

Select the Finalize CN task.

Since the Process tab was already selected, you can

see that the Task Instructions can be viewed in the
Process tab as well as the Viewer tab, with Task
View toggled on.

Review the task instructions.

Step 3: Finalize BOM Change data by saving the BOM in PSE.

Expand the Affected Items folder.

Right-click the 1510-##/001 Wheel Assy Item Revision and

choose Send To→PSE.

Choose the Split the panels... icon .

The Confirmation Dialog displays.

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 Change Management - Create

Choose Yes to update the BOM changes.

The Supercedure Definition window displays.

• 1510-##/001-Wheel Assy is the Affected Item (new Item

Revision)

• 9999-##/000-Spacer (blue item) is the Item being added

• 1502-##/000-Spacer (red item) is the Item being cancelled

Step 4: Create a new Supercedure.

Highlight the 9999-##/000 Spacer and the
1502-##/000-Spacer.

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Change Management - Create

With both components selected, choose the Create a new

Supercedure icon.

In the lower panel of the Supersedure Definition window,

expand the contents of the Supercedures folder and the Adds
and Cancels folders.

The Item symbol with a + sign represents the added

component. The Item symbol with a – sign represents
the component being cancelled.

Choose the Split the panels ... icon to close the

Supercedure Definition window and return to PSE.

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 Change Management - Create

Step 5: View the Supercedure.

In PSE, choose the Show/Hide the data panel icon.

Choose the Supercedure tab.

Select the 9999-##/000-Spacer component in the BOM

structure.

Use the vertical and horizontal scroll bars to locate the

diagram of the Supercedure for the Spacer component.

This graphic shows that Item 9999-##-Spacer replaced Item

1502-##-Spacer as a result of Change CN####/A-6505 Model
Year Updates.

Step 6: View the BOM Changes for the Affected Item.

The BOM Change window shows you how the Affected Item was
changed by the EC.

Choose the CM Viewer application icon to return to

the CM Viewer application.

In the Affected Items folder, select the 1510-##/001-Wheel

Assy.

Choose the BOM Changes tab.

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Change Management - Create

Expand the view folder.

Step 7: Establish starting Effectivity for the 1510-##/000 relative to a

specific End Item (6505-## Racing Skate Assy).
Highlight the CN####/A Change Revision object and choose
the Effectivity tab in CM Viewer.

Click anywhere on the EC Pending row and choose the Edit

button.
The Create Effectivity dialog displays.

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 Change Management - Create

Choose the Open an object by Name icon next to the

End Item field.
The Open by Name dialog appears.

In the ID field, enter 6505-## and choose the Find button

.
Use the # # that corresponds with your User ID.

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Change Management - Create

Double-click on the resulting 6505-##-Skate Assy, Racing

Item in the Object column of the Open by Name dialog.
The Item is filled in as the End Item object in the Create
Effectivity dialog.

Choose the Dates radio button for Effectivity Range.

For From Date, use the calender to pick the desired date (pick
a date that is two months after today).

Choose the Set Date button beneath the calender.

This tells us when the new assembly will go into production.

For To Date, choose the to Up button.

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 Change Management - Create

Do not choose the Protected toggle.

Choose OK.

Step 8: Perform the Signoff for Finalize CN.

Choose the Finalize CN task.

Choose the Viewer tab and make sure you are looking at the
Task View.

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Change Management - Create

Check the Done box.

Choose Apply.
The task listed in the Tasks to Perform folder changes to
select-signoff-team.

Select the CN####/A-6505 EngChange Revision object.

Choose the Process tab to see where you are in the change
process.
The green arrows show the progression of the process.

Step 9: Select the signoff team for CCB2.

Select the select-signoff-team task.

Under Profiles, select config_mgt/CCB_Chairman/1.

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 Change Management - Create

Select your User name from the User drop-down list.

Click the + sign.

Choose Apply.
It is important that you choose Apply to indicate you
are done selecting the signoff team.

The select-signoff-team task is replaced by the

perform-signoffs task. You will perform the signoff in the
next activity.

Step 10: Exit Teamcenter Engineering.

ChooseFile→ Exit.

Choose Yes.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-47
Change Management - Create

Activity: Perform Signoff for CCB2

With the Finalize CN task complete, the process moves on to CCB2 for final
review.

The CCB Chairman receives another e-mail message stating there is an

assigned task to perform.
In this activity, the Config_Mgt/CCB Chairman logs into Teamcenter
Engineering to complete the task for the CCB2 level of the CMES Change
Notice process by performing the signoffs.
Step 1: Start Teamcenter Engineering and Login to My Navigator.

Step 2: Change your Group to config_mgt and your Role to CCB

Chairman.

Step 3: Perform the Signoff.

Open the Inbox .

Expand your Tasks to Perform folder.

Expand the perform-signoffs task.

Expand the Targets list.

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 Change Management - Create

Select the CN####/A-6505 Model Year Updates EngChange

Revision object and choose Open.
This launches the CM Viewer application so that you can
view the Change data.

Step 4: View the Process.

Choose the Process tab to view the Process associated with
the Change.
The green arrow shows you where you are in the process,
CCB2. This is the last signoff in the process.

Step 5: View the Forms.

Choose the Viewer tab to view the CN Form.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-49
Change Management - Create

Step 6: What is the Solution Item?

Expand the Solution Items folder.
You will see the 9999-##/000-Spacer Item Revision.

Step 7: What is the Affected Item?

Expand the Affected Items folder to find out.

Step 8: How is the Affected Item being changed?

Select the 1510-##/001 Wheel Assy and choose the BOM
Changes tab.

Expand the view folder to see the added and cancelled

components.

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 Change Management - Create

Step 9: When will the new Spacer go into Production?

Select the 9999-## Spacer in the Solution Items folder and
choose the Effectivity tab.

This shows you when the Spacer will go into Production.

Step 10: Perform the Signoff.

When you are satisfied with all the data, perform the signoff.

Expand the Tasks to Perform folder.

Select the perform-signoffs task.

Choose the Viewer tab and the Task View toggle.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-51
Change Management - Create

Select the No Decision link in the Decision column.

Choose Approve and enter any comments.

Choose the OK button.

Once you submit final approval, the Change is complete.
The data in the Affected Items and Solution Items folders
is Released.

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 Change Management - Create

Step 11: CCB Chairman logs out of Teamcenter Engineering.

Choose File→Exit.

Choose Yes.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-53
Change Management - Create

Activity: Review Data Created From Navigator

At the conclusion of CCB2, final status of Released is applied to the data.
The data in the Affected Items and Solution Items folders is released.
In this activity, you will review the results of the completed Change on the
data.
Step 1: Start Teamcenter Engineering and Login to My Navigator.

Step 2: Expand the CN####/A EngChange and EngChange Revision

objects.

Step 3: Expand the Affected, Problem and Solution Items folders.

Notice the Flags indicating the data is released.

Select the Affected Items folder and look at the Release

Status column in the Properties table to verify that the Item
Revision isReleased.

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 Change Management - Create

Select the Solution Items folder and look at the Release

Status column in the Properties table to verify that the Item
Revision isReleased.

Step 4: Where is the new 1510-##/001-Wheel Assy used?

Select the 1510-##/001-Wheel Assy Item Revision object
in the Affected Items folder.

Choose the Referencers tab.

Set the Where pull-down to Used.

Set the Depth pull-down to One Level.

You may need to double-click the 1510-##/001-Wheel
Assy to expand the view.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-55
Change Management - Create

The display shows that the new 1510-##/001 Wheel Assy is

used in the existing 2505-##/000-Frame Assy.
Notice that we didn’t have to write a Change for the
2505-##/000-Frame Assy to get it to recognize that the
1510-##/001 exists.

Step 5: Examine the 2505 in PSE.

In the Referencers view, right-click the 2505-##/000 and
choose Send To→ PSE.
The PSE window for the 2505-##/000 Frame Assy is loaded.

Notice the 1510-##/001 Wheel Assy is displayed.

Why? Because the Revision Rule is currently set to Latest and
001 is the revision configured by that revision rule.

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 Change Management - Create

Step 6: Change the Revision Rule to Released; Config by Date and view
the results.

Choose the Revision Rule icon (or Tools→Revision

Rule→View/Set Current).

Select Released; Config by Date and choose OK.

Which revision of the 1510-## Wheel Assy is loaded now?

There are no configured revisions for “Now.”

Step 7: Change the Revision Rule to see which Revision of the

1510-##-Wheel Assy is in effect on a specific date.

Choose Tools→Revision Rule→Set Date/Unit/End

Item/Intents....

Deselect the use Today toggle.

In the Effective Date field, set a date that corresponds to three

months after today.

Choose the Open by Name icon next to the End Item field.
The Open by Name dialog displays.

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Change Management - Create

Enter 6505-## in the ID field.

Choose the Find button.

In the Object column, double-click on the Item that is found.

Choose OK.

Which revision configures?

The 001 revision should configure.

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 Change Management - Create

Step 8: Exit Teamcenter Engineering.

Choose File→Exit.

Choose Yes.

This concludes the activity.

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management 16-59
Change Management - Create

Summary
To create a new Change object, choose File→New→Change....
• Expand the EngChange Revision object to see the Change object folder
structure.

• After creating a Change object, copy/paste the appropriate data into the
correct Change object folder structure.

• Important! Be sure that you copy and paste the appropriate data into
the correct Change object folders so Teamcenter Engineering manages
the data correctly during the change process.

• The Change object releases Item Revisions in the Affected Items and
Solution Items folders, not the Problem Items folders. The Problem Item,
in most cases, has already been released.

• It is very important that you copy and paste Item Revisions (not Items!)
into the appropriate folder structure.

• The Supercedure window displays the additions and cancellations to

the Affected Item Revision.

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Index

A Effectivity Tab . . . . . . . . . . 15-16

Alternate Components Process Tab . . . . . . . . . . . . 15-12
Alternate Occurrences . . . . . . . 10-25 Properties Tab . . . . . . . . . . . 15-11
altrep . . . . . . . . . . . . . . . . . . . . . . 1-55 Referencers Tab . . . . . . . . . 15-13
Altreps . . . . . . . . . . . . . . . . . . . . . 1-56 Viewer Tab . . . . . . . . . . . . . 15-10
Application Manager . . . . . . . . . . . . 3-8 Comparing Search Results . . . . . . . 4-12
Approving a Task . . . . . . . . . . . . . . 13-7 Components
Automated Tasks . . . . . . . . . . . . . 13-26 add existing part
add existing part . . . . . . . . . 1-44
Concurrent Engineering . . . . . . . . . 1-19
B
Configuring using Revision Rules . . . 8-4
BOM View Types . . . . . . . . . . . . . . . 7-4 Course Description
BOMView revision . . . . . . . . . . . . 10-21 Introduction
BOMView Revision Object . . . . . . . . 7-3 class overview . . . . . . . . . ... 13
BOMViews and BOMView Revisions Course Objectives . . . . . . . . . . . ... 13
BOMView . . . . . . . . . . . . . . . . . 10-20 Create
Building Structure . . . . . . . . . . . . . 10-2 Assemblies in NX Manager . . . . . 1-42
using Add... New Part in NX Manager . . . . . . 1-21
using Create Item Creating 2D Markup Data . . . . . . 14-16
(Revision) . . . . . . . . . . . . 10-4 Creating 2D Visualization Data . . . . 6-8
using Copy and Paste Creating 3D Markup Data . . . . . . . 14-8
using Create Item Creating 3D Visualization Data . . . . 6-2
(Revision) . . . . . . . . . . . . 10-2 Creating a Change Object . . . . . . 16-15
using Paste... Creating Folders . . . . . . . . . . . . . . 3-35
using Create Item Creating Items from Teamcenter
(Revision) . . . . . . . . . . . . 10-3 Engineering . . . . . . . . . . . . . . . . . . 5-3

C D
Change Object Structure . .... . . . 15-7 Dataset
Affected Items . . . . . . . .... . . . 15-7 version limit . . . . . . . . . . . . 5-25, 6-18
Problem Items . . . . . . . .... . . . 15-7 Dataset Checkout . . . . . . . . . . . . . 5-18
Solution Items . . . . . . . .... . . . 15-7 Datasets
Changing Ownership . . . . .... . . . 5-28 dataset object behavior
Changing your Group and Role what is . . . . . . . . . . . . . . . . . 5-10
Setting . . . . . . . . . . . . . . .... . . . . 5-2 named references . . . . . . . . . 5-23, 6-7
CM Viewer versions . . . . . . . . . . . . . . . 5-24, 6-17
ECM Viewer . . . . . . . . . . . . . . . . 15-9 Delegating Tasks . . . . . . . . . . . . . 13-23
BOM Changes Tab . . . . . . . 15-15 Deleting Folders . . . . . . . . . . . . . . 3-37

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management Index-1
Index

Dialogs Item Display . . . . . . . . . . . . . . . . . 4-18

SaveAs Non Master Part Files . . 2-14 Item Revision Configuration using
Revision Rules . . . . . . . . . . . . . . . 7-13
E Item Revision Contents . . . . . . . . . 4-25
Item Revision Release Status . . . . . 4-17
Explicit Check-In . . . . . . . . . . . . . . 12-9
Item Revisions . . . . . . . . . . . . . . . . 4-16
Item Types . . . . . . . . . . . . . . . . . . . . 4-3
F
Find L
by Part Number in NX Manager . . 1-40 Launching CM Viewer
Folder Launching ECM Viewer . . . . . . . 15-8
opening . . . . . . . . . . . . . . . 3-15, 3-34 Launching PSE . . . . . . . . . . . . . . . . 7-5
Folder Object Behavior . . . . . . . . . 3-34
What are Folders? . . . . . . . . . . . 3-15 M
Folders
Folders Manifestation Relations . . . . . . . . . 1-56
Create a Folder in manifestations . . . . . . . . . . . . . . . . 1-55
Unigraphics . . . . . . . . . . 1-17 Markup Data
Following a Process . . . . . . . . . . . 13-13 when can it be created? . . . . . . . 14-22
view audit file . . . . . . . . . . . . . . 13-15 who can create a markup? . . . . . 14-23
workflow viewer . . . . . . . . . . . . 13-14 Master Geometry
Add Master . . . . . . . . . . . . . . . . 1-56
Master Model Approach . . . . . . . . . 1-20
G
Modifying Object References
Group and Role Settings . . . . . . . . 3-18 cut, copy, append, paste . . . . . . . 3-53
verifying/changing your Group/Role Modifying Product Structure
why have users, groups and Columns . . . . . . . . . . . . . . . ... . . 7-7
roles? . . . . . . . . . . . . . . . 3-19 Modifying Properties Columns in
why have users, groups and Navigator . . . . . . . . . . . . . . . ... . 3-24
roles? . . . . . . . . . . . . . . . . . . . 3-19 Moving Folders . . . . . . . . . . . ... . 3-36
My Navigator Overview . . . . . ... . 3-13
H
How do I Find an Existing Change Object? N
Finding an Existing Change Named References . . . . . . . . . . 5-23, 6-7
Object . . . . . . . . . . . . . . . . . . 15-6
How to Use this Manual . . . . . . . . . . 15 O
On-line Help . . . . . . . . . . . . . . . . . 3-30
I On-Line Help
Initiating a Process . . . . . . . . . . . . 12-4 NX Manager . . . . . . . . . . . . . . . . 1-18
Item Opening Multiple Product Structures in
Item ID (property) PSE . . . . . . . . . . . . . . . . . . . . . . . 7-29
general description of . . . . . . . 4-2 Out of Office Assistant . . . . . . . . . 13-25
Item and Item Revision Relations . . 5-11 Overview of Workflow . . . . . . . . . . 12-2
Item Contents . . . . . . . . . . . . . . . . 4-15
Item Data Consumption while BOM P
Browsing . . . . . . . . . . . . . . . . . . . 7-23 Part Export Directories . . . . . . . . . . 6-5

Index-2 Teamcenter Engineering Product Data Management ©UGS Corp., All Rights Reserved MT14330-SG-0912
 Index

storing dependent files in NX S

Manager . . . . . . . . . . . . . . . . . 6-6 SaveAs and Revise from Teamcenter
Part Selection Engineering . . . . . . . . . . . . . . . . . 5-29
Folders SaveAs for non-CAD Item . . . . . . . 5-29
Default Folders . . . . . . . . . . 1-16 SaveAs to Create New Part . . . . . . . 2-3
Part Selection Dialog . . . . . . . . . . . . 1-8 Searching for Items . . . . . . . . . . . . . 4-4
Creating Folders in NX Searching the database
Manager . . . . . . . . . . . . . . . . 1-16 where referenced feature . . . . . . . 9-2
File- . . . . . . . . . . . . . . . . . . . . . . 1-10 Selecting the Signoff Team . . . . . . . 12-6
Folders in NX Manager . . . . . . . . 1-15 Specification Relations . . . . . . . . . . 1-56
Performing a General Query . . . . . 3-38 specifications . . . . . . . . . . . . . . . . . 1-55
Performing a Review Task . . . . . . . 13-6 Starting Portal . . . . . . . . . . . . . . . . 3-2
Populating the Item with Data . . . . . 5-8 States of Release
Portal Overview Stages of Release . . . . . . . . . . . . 12-3
Launching Applications . . . . . . . 3-10 Student Responsibilities . . . . . . . . . 14
Printing Folders . . . . . . . . . . . . . . 3-37 Supercedure View . . . . . . . . . . . . 15-28
Printing the BOM . . . . . . . . . . . . . . 7-7 Supercedures
Process View . . . . . . . . . . . . . . . . . 13-5 creating . . . . . . . . . . . . . . . . . . 16-36
Product Data Management
Why use PDM? T
what is PDM? . . . . . . . . . . . . 16
Target Objects . . . . . . . . . . . . . . . . 13-4
Product Structure Display . . . . . . . . 7-6
Task Attachments . . . . . . . . . . . . . 13-4
product structure editor (PSE)
Task View . . . . . . . . . . . . . . . . . . . 13-2
save as... BOMView revision . . . 10-21
decision tab . . . . . . . . . . . . . . . . 13-4
Product Structure Editor (PSE) . . . . 7-2
Types of Changes
Protecting Data using Check-Out
Change Types . . . . . . . . . . . . . . . 15-4
Explicit Check-Out from NX
Manager . . . . . . . . . . . . . . . . 6-24
U
PSE
how does it work? . . . . . . . . . . . 10-19 User Setting . . . . . . . . . . . . . . . . . . 5-2
multiple views . . . . . . . . . . . . . 10-21 Using Load Options
variant conditions . . . . . . . . . . . . 11-2 Load Options . . . . . . . . . . . . . . . . 8-5
Using On-line Help . . . . . . . . . . . . 3-30
Using Resource Pools . . . . . . . . . . 13-22
R Using SaveAs . . . . . . . . . . . . . . . . . 2-2
Reference Objects . . . . . . . . . . . . . 13-4
Referencing Database Objects . . . . 3-52 V
Refreshing the Query Form . . . . . . 3-44 Variant Data Location . . . . . . . . . . 11-10
Rejecting a Task . . . . . . . . . . . . . . 13-7 Variant Functionality . . . . . . . . . . . 11-2
Renaming Folders . . . . . . . . . . . . . 3-36 Variant Rules
Renaming Search Results . . . . . . . 3-41 Configuring the Variant
Reports Structure . . . . . . . . . . . . . . . . 11-47
Working with . . . . . . . . . . . . . . . 4-33 Viewing Objects from Search
Revise for non-CAD Item . . . . . . . . 5-30 Results . . . . . . . . . . . . . . . . . . . . . 4-8

©UGS Corp., All Rights Reserved Teamcenter Engineering Product Data Management Index-3
Index

Viewing Objects from your Home What is a Change Object? . . . . . . . 15-3

Folder . . . . . . . . . . . . . . . . . . . . . . 4-8 What is a Dataset? . . . . . . . . . . . . . 5-10
Viewing Supercedure data . . . . . . 15-26 What is Change Management? . . . . 15-2
What is NX Manager
W What is NX Manager . . . . . . . . . . 1-2
Where is the Visualization Data? . . 14-2
What are Folders? . . . . . . . . . . . . . 3-32 Where Referenced . . . . . . . . . . . . . . 9-2
What are Items? Where Used . . . . . . . . . . . . . . . . . . . 9-7
What are Items . . . . . . . . . . . . . . 4-2 Working in the CM Viewer
Item contents . . . . . . . . . . . . 4-15 Application . . . . . . . . . . . . . . . . . 15-9
Item Revisions . . . . . . . . . . . 4-16 Working with Folders
Item Types . . . . . . . . . . . . . . . 4-3 Home, Newstuff and Mailbox
searching for Items . . . . . . . . 4-4 Folders . . . . . . . . . . . . . . . . . 3-33
What are Supercedures? . . . . . . . 16-36 Working with the Inbox . . . . . . . . . 12-5

Index-4 Teamcenter Engineering Product Data Management ©UGS Corp., All Rights Reserved MT14330-SG-0912
Reference Chart Tear Outs

These tear out reference charts are provided for your convenience.
Teamcenter Engineering Product Data Management Student Profile

Name ________________________________________________ Date _____________________

Employer _______________________________________________________________________
U.S. Citizen? Yes / No

When is your planned departure time? ________ am/pm

Please answer the following questions as honestly as you can. We are

concerned about providing training that meets your needs. If you have
any additional comments please write them on the back of this form.

1. Job title: _______________________________________________________________________

2. Current responsibilities: _________________________________________________________

________________________________________________________________________________

3. How long have you held these responsibilities? Years ______

4. How long have you been working with CAD/CAM & PDM systems? Years ______

5. What other PDM systems are you familiar with? __________________________________

________________________________________________________________________________

6. What other CAD/CAM systems are you familiar with? _____________________________

________________________________________________________________________________

7. Are you currently using TcEng _______ Version _______ Hours per week? ______

8. Are you currently using Unigraphics? _______ Version _______ Hours per week? ______

9. What are the primary uses of TcEng at your site? __________________________________

________________________________________________________________________________

10. What do you model in your Unigraphics part files (castings, assemblies, etc.)?
________________________________________________________________________________
________________________________________________________________________________
11. Please list other completed CAD/CAM or PDM courses and the provider including
self-paced or CBT:

Course Provider

12. Please check the box that best describes your current skill level in the various
TcEng/Unigraphics disciplines listed below.
none novice intermediate advanced future
Unigraphics User
NX Manager User
TcEng User
TcEng System Admin
TcEng Application
Admin
TcEng Development
(ITK)

Additional Comments: _____________________________________________________

________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
Teamcenter Engineering Product Data Management Course Agenda

Day 1 ______ Morning

Introduction Course Overview
Lesson 1 CAD Integration - Creating New Data

Afternoon
Lesson 2 CAD Integration - Revising Existing Data
Lesson 3 The Teamcenter Engineering Portal Interface

Day 2 ______ Morning

Lesson 4 Finding and Viewing Data
Lesson 5 Creating Items in Teamcenter Engineering

Afternoon
Lesson 6 CAD Integration - Visualization
and Dataset Management
Lesson 7 Viewing Product Structure with PSE

Day 3 ______ Morning

Lesson 8 Product Structure - CAD View
Lesson 9 Where Used and Where Referenced

Afternoon
Lesson 10 Product Structure Editing
Lesson 11 Product Structure - Variants

Day 4 ______ Morning

Lesson 12 Workflow - View and Initiate
Lesson 13 Reviewing and Dispositioning Data

Afternoon
Lesson 14 Visualization Data Markup
Using Portal Visualization
Lesson 15 Change Management - View

Day 5 ______ Morning

Lesson 16 Change Management - Create

Afternoon
Question and Answer
Hands-On
 Course Evaluation
You may instead complete this evaluation online at:
http://training.ugs.com/eval
The online evaluation will require you to enter a “session ID” for this class. This should be provided
by your instructor and noted here: Session ID __________________

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Dates thru
Please share your opinion in all of the following sections with a “check” in the appropriate box:

SOMEWHAT

SOMEWHAT
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AGREE

AGREE
If there were 2 instructors, please evaluate the 2nd instructor with “X’s”

Instructor: T
1. …clearly explained the course objectives
2. …was knowledgeable about the subject
3. …answered my questions appropriately
4. … encouraged questions in class
5. …was well spoken and a good communicator
6. …was well prepared to deliver the course
7. …made good use of the training time
8. …conducted themselves professionally
9. …used examples relevant to the course and audience
10. …provided enough time to complete the exercises
11. …used review and summary to emphasize important information
12. …did all they could to help the class meet the course objectives

Comments on overall impression of instructor(s):

Overall impression of instructor(s) Poor Excellent

Suggestions for improvement of course delivery:

What you liked best about the course delivery:

Class Logistics:
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environment
2. The computer equipment was reliable
3. The software performed properly
4. The overhead projection unit was clear and working properly
5. The registration and confirmation process was efficient

SEE BACK
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 Course Evaluation
Course Name______________________________________ Course #__________
Dates thru
Please share your opinion for all of the following sections with a “check” in the appropriate box:

SOMEWHAT

SOMEWHAT
STRONGLY

STRONGLY
DISAGREE

DISAGREE

DISAGREE

AGREE

AGREE

AGREE
Material:
1. The training material supported the course and lesson objectives
2. The training material contained all topics needed to complete the projects
3. The training material provided clear and descriptive directions
4. The training material was easy to read and understand
5. The course flowed in a logical and meaningful manner

6. How appropriate was the length of the course relative to the material? Too short Too long Just right

Comments on Course and Material:

Overall impression of course Poor Excellent

Hotels: (We try to leverage this information to better accommodate our customers)
1. Name of the hotel Best hotel I’ve stayed at…
2. Was this hotel recommended during your registration process? YES NO
3. Problem? (brief description)

Student:
1. I met the prerequisites for the class (I had the skills I needed)
2. My objectives were consistent with the course objectives
3. I will be able to use the skills I have learned on my job
4. My expectations for this course were met
5. I am confident that with practice I will become proficient

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Thank you for your business.

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