tceng data-management student guide v9

Teamcenter EngineeringProduct Data Management

Student Guide

Student GuideApril 2004

MT14330 Version 9.0

Publication NumberMT14330

Manual History

ManualRevision

SoftwareVersion

PublicationDate

A Teamcenter Engineering V9.0;Unigraphics NX 2

April 2004

This edition obsoletes all previous editions.

UGS PLM SolutionsAll rights reserved.Printed in the United States of America.

2 Teamcenter Engineering Product Data Management MT14330

Proprietary and Restricted Rights Notices

The following proprietary and restricted rights notices apply.

2004 UGS PLM Solutions Inc. All Rights Reserved. This softwareand related documentation are proprietary to UGS PLM Solutions Inc.LIMITATIONS TO U.S. GOVERNMENT RIGHTS. UNPUBLISHED- RIGHTS RESERVED UNDER THE COPYRIGHT LAWS OF THEUNITED STATES. This computer software and related computer softwaredocumentation have been developed exclusively at private expense and areprovided subject to the following rights: If this computer software andcomputer software documentation qualify as "commercial items" (as thatterm is defined in FAR 2.101), their use, duplication or disclosure by theU.S. Government is subject to the protections and restrictions as set forthin the UGS PLM Solutions Inc. commercial license for the software and/ordocumentation, as prescribed in FAR 12.212 and FAR 27.405(b)(2)(i) (forcivilian 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, asapplicable or as amended from time to time. If this computer software andcomputer documentation do not qualify as "commercial items," then they are"restricted computer software" and are provided with "restrictive rights," andtheir use, duplication or disclosure by the U.S. Government is subject to theprotections 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, asapplicable or as amended from time to time. UGS PLM Solutions Inc., 5400Legacy Drive, Plano, Texas 75024. All trademarks belong to their respectiveholders.

MT14330 Teamcenter Engineering Product Data Management 3

Contents

Course Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Course Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Key Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Student Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12How to Use This Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Activity Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Activity: Login to Teamcenter Engineering (this is just an

example) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12What is PDM? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

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

What is NX Manager Unigraphics? . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2Unigraphics NX Window in NX Manager Mode . . . . . . . . . . . . . . . . . 1-3

Menu Bar Pull-Down Menus . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4What is Unigraphics NX? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5The Gateway Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6

Unigraphics NX in Native vs. NX Manager mode . . . . . . . . . . . . . . . 1-7NX Manager Unigraphics Part Selection dialog . . . . . . . . . . . . . . . . . 1-8

Activity: Navigate the Part Selection dialog . . . . . . . . . . . . . . . . 1-11Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15Activity: Create a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17Using NX Manager Unigraphics On-line Help . . . . . . . . . . . . . . 1-18What is Concurrent Engineering? . . . . . . . . . . . . . . . . . . . . . . . 1-19

What is the Master Model Approach? . . . . . . . . . . . . . . . . . . . . . . . 1-20Creating a New Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-21Storing Database Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-23

Activity: Creating New Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-25Find by Part Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-40Creating Assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-42

Activity: Creating an Assembly . . . . . . . . . . . . . . . . . . . . . . . . . 1-45Creating Non-Master Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-55

Activity: Create a Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-58Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-63

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

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

UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 5

Contents

Save As to Create a New Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Activity: Save As to Create New Part . . . . . . . . . . . . . . . . . . . . . 2-5Activity: Save As to Create a new Part Revision . . . . . . . . . . . . . 2-11

SaveAs Non-Master Part Files dialog . . . . . . . . . . . . . . . . . . . . . . . 2-14Activity: 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 . . . . . . . . . . . . 3-2Teamcenter Engineering Application Startup . . . . . . . . . . . . . . . . 3-4Activity: Starting Teamcenter Engineering . . . . . . . . . . . . . . . . . 3-5

Application Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8Selecting Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10Logging Out of Teamcenter Engineering (Portal) . . . . . . . . . . . . . . . 3-12My Navigator Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13

Portal Lite for NX Manager Products . . . . . . . . . . . . . . . . . . . . . 3-14Folder Object Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15

My Navigator Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16Group and Role Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18

Activity: My Navigator Overview . . . . . . . . . . . . . . . . . . . . . . . . 3-21Modifying Properties Columns in My Navigator . . . . . . . . . . . . . . . 3-24

Activity: Modifying Properties Columns in Navigator . . . . . . . . . 3-27Using Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-31Working with Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-33

What are Folders? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-33Home, Newstuff and Mailbox Folders . . . . . . . . . . . . . . . . . . . . 3-34Folder Object Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-35Creating Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-36Renaming Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-37Moving Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-37Deleting Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-38Printing Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-38

Performing a General Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-39Activity: Finding and Working with Folders . . . . . . . . . . . . . . . . 3-45Activity: Test your Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-51

Referencing Database Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-52Using Cut, Copy, Paste, and Append . . . . . . . . . . . . . . . . . . . . . . . . 3-53

Activity: Modifying Object References . . . . . . . . . . . . . . . . . . . . 3-55Activity: Test Your Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-57

Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-58

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

What are Items? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2What are Item Types? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3Finding Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4

6 Teamcenter Engineering Product Data Management UGS PLM Solutions, All Rights Reserved MT14330

Contents

Viewing Objects from the Search Results . . . . . . . . . . . . . . . . . . . . . . 4-8Viewing Objects From your Home Folder . . . . . . . . . . . . . . . . . . . . . . 4-8

Activity: Finding Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9Comparing Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12

Activity: Comparing Search Results . . . . . . . . . . . . . . . . . . . . . 4-14Viewing the Contents of Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15Item Revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16Item Revision Release Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17Item Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18

Activity: Setting the Item Display Filter . . . . . . . . . . . . . . . . . . 4-20Item Revision Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25

Activity: Viewing Item, Form, and File (Dataset) Data . . . . . . . . 4-29Activity: Test Your Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-32Generating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-33Activity: Generating a Report . . . . . . . . . . . . . . . . . . . . . . . . . . 4-34

Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-38

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

User Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Creating Items from Teamcenter Engineering . . . . . . . . . . . . . . . . . . 5-3

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4Activity: Create an Item in My Navigator . . . . . . . . . . . . . . . . . . 5-5

Populating the Item With Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7Activity: Populate the Item Revision Master Forms . . . . . . . . . . . 5-8

What is a Dataset? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9Item and Item Revision Relations . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10

Activity: Create Datasets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12Dataset Checkout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17

Activity: Modify the Dataset . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-19Dataset Files (Named References) . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22Dataset Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23

Activity: Open an Earlier Version of a Text Dataset . . . . . . . . . . 5-25Changing Ownership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-27Item Save As and Revise from Teamcenter Engineering . . . . . . . . . . 5-28

Activity: Performing a Save As and Revise . . . . . . . . . . . . . . . . . 5-31Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-35

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

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

Using Part Export Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5How NX Manager Unigraphics stores Dependent Files . . . . . . . . 6-6

Dataset Files (Named References) . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7Activity: Creating 2D Visualization Data . . . . . . . . . . . . . . . . . . . 6-8Activity: Creating Dependent Files . . . . . . . . . . . . . . . . . . . . . . 6-13


Contents

Dataset Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16Activity: Open an Earlier Version of a Part Dataset . . . . . . . . . . 6-18

Protecting Data Using Check-Out . . . . . . . . . . . . . . . . . . . . . . . . . . 6-22Activity: Perform Explicit Check-Out for Unigraphics NX

Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24Activity: Perform Implicit Check-Out of Unigraphics NX Data . . 6-28

Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-31

Viewing Product Structure with PSE . . . . . . . . . . . . . . . . . . . . . . . . 7-1

What is Product Structure Editor (PSE)? . . . . . . . . . . . . . . . . . . . . . . 7-2The BOM View Revision Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3BOM View Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4Launching PSE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5PSE Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6Modifying Columns in PSE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7Printing the BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8

Activity: Viewing Product Structure in PSE . . . . . . . . . . . . . . . . . 7-9Release Status Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-11Revision Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-13

Activity: Changing a Revision Rule . . . . . . . . . . . . . . . . . . . . . . 7-20Item Data Consumption While BOM Browsing . . . . . . . . . . . . . . . . 7-23

Activity: Viewing Item Data from PSE . . . . . . . . . . . . . . . . . . . . 7-24Opening Multiple Product Structures in PSE . . . . . . . . . . . . . . . . . 7-28

Activity: Viewing Types of Product Structure . . . . . . . . . . . . . . . 7-30Activity: Test Your Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-34

Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-35

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

Review of Release Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2Configuring using Revision Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4Load Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5

Activity: Configuring using Revision Rules . . . . . . . . . . . . . . . . . 8-6Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14

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

Performing a Where Referenced Search . . . . . . . . . . . . . . . . . . . . . . . 9-2Activity: Perform a Where Referenced Search . . . . . . . . . . . . . . . 9-4

Performing a Where Used Search . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-7Activity: Perform a Where Used Search . . . . . . . . . . . . . . . . . . . 9-10

Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-12

Product Structure - Create/Extend . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

Building Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2Activity: Create Assembly Structure . . . . . . . . . . . . . . . . . . . . . 10-5Activity: Complete Product Structure for Skate Line . . . . . . . . 10-17


Contents

Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-19

Product Structure - Advanced . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1

Introduction to Variant Functionality . . . . . . . . . . . . . . . . . . . . . . . 11-2Example of Variant Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . 11-3Creating Variant Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-4Variant Data Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6

Activity: Add Options to Recreational Skate Line . . . . . . . . . . . . 11-9Setting and Saving a Variant Configuration . . . . . . . . . . . . . . . . . 11-18Saving Variant Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-19

Activity: Setting and Saving a Variant Configuration . . . . . . . . 11-20How does PSE work? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-26BOM Views and BOM View Revisions . . . . . . . . . . . . . . . . . . . . . . 11-27PSE Multiple Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-28

Activity: Creating Multiple BOMView Types . . . . . . . . . . . . . . 11-29Alternate Occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-32

Activity: Add Alternate Fixture to the Assembly View . . . . . . . 11-33Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-36

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

Overview of Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2States of Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3Initiating a Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-4How do I know I have a Task to Perform? . . . . . . . . . . . . . . . . . . . . 12-5Working with the Inbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-6Selecting the Sign-off Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-7Check-In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-10

Activity: Initiating the Workflow Process . . . . . . . . . . . . . . . . . 12-11Activity: Submitting Data for Review . . . . . . . . . . . . . . . . . . . 12-13Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-23

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

Task View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-2Process View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-5Performing a Review Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-6

Activity: Product Engineer Review . . . . . . . . . . . . . . . . . . . . . . 13-8How do you Follow a Process after it leaves your Inbox? . . . . . . . . 13-13

Activity: Engineering Analyst Review . . . . . . . . . . . . . . . . . . . 13-16Using Resource Pools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-21Delegating Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-22Out of Office Assistant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-24Automated Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-25

Activity: Manufacturing Engineering Review . . . . . . . . . . . . . . 13-26Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-30


Contents

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

Where is the Visualization Data? . . . . . . . . . . . . . . . . . . . . . . . . . . 14-2Activity: Locate and View Visualization Data . . . . . . . . . . . . . . . 14-5

Creating Markup Data from 3D Visualization Data . . . . . . . . . . . . . 14-7Activity: Creating a Markup From a 3D Image . . . . . . . . . . . . 14-11

Creating Markup Data from 2D Visualization Data . . . . . . . . . . . . 14-15Activity: Creating a Markup From a 2D Image . . . . . . . . . . . . 14-18

Procedural Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-22Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-24

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

What is Change Management? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-2What is a Change Object? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-3Types of Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-4Finding Existing Change Objects . . . . . . . . . . . . . . . . . . . . . . . . . . 15-6Change Object Folder Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-7Launching CM Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-8Working in the CM Viewer Application . . . . . . . . . . . . . . . . . . . . . . 15-9CM Viewer - Viewer Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-10CM Viewer - Properties Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-11CM Viewer - Process Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-12CM Viewer - Referencers Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-13CM Viewer - BOM Changes Tab . . . . . . . . . . . . . . . . . . . . . . . . . . 15-15CM Viewer - Effectivity Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-16

Activity: Finding/Interrogating Change objects . . . . . . . . . . . . 15-18What is Supercedure? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-26

Activity: Viewing Supercedure Data . . . . . . . . . . . . . . . . . . . . 15-29Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-32

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

Activity: Find and Examine existing Wheel Assy . . . . . . . . . . . . . . . 16-2Activity: Create New Spacer and Wheel Assy Parts . . . . . . . . . . . . . 16-6Creating a Change Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-15Activity: Creating a Change Notice . . . . . . . . . . . . . . . . . . . . . . . . 16-18Activity: Select the Signoff Team for CCB1 . . . . . . . . . . . . . . . . . . 16-28Activity: Perform Tasks for CCB1 . . . . . . . . . . . . . . . . . . . . . . . . . 16-31What are Supercedures? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-35Activity: Finalize the Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-37Activity: Perform Signoff for CCB2 . . . . . . . . . . . . . . . . . . . . . . . . 16-47Activity: Review Data Created From Navigator . . . . . . . . . . . . . . . 16-52Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-57

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


Course Overview

Course DescriptionTeamcenter Engineering Product Data Management (PDM) demonstrateshow to use Teamcenter Engineering to create, revise, and manage data inthe PDM system.

Course ObjectivesThe 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 ChangeManagement application.

Key BenefitsThe key benefits of this course include the following:

increased productivity by learning through realistic projects

hands-on work sessions to practice using Teamcenter Engineering andNX Manager Unigraphics

personal assistance from a certified instructor

demonstrations of best practices for implementing and using TeamcenterEngineering


Participants

ParticipantsTeamcenter Engineering users involved in consuming, reviewing, andauthoring data. This course teaches those tasks using the Portal interface.

Student ResponsibilitiesStudent responsibilities to help you get the most out of this course includethe 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.

How to Use This ManualInside each lesson are sections that include key concepts followed by anactivity to allow you to practice the concepts.

The format of the activities is consistent throughout this manual. Steps arelabeled and specify what will be accomplished at any given point in theactivity. Below each step are action boxes which emphasize the individualactions 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.


Course Overview

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

Summary Page

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

What is PDM?Product Data Management (PDM) is a tool that helps manage all theprocesses, 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 formanaging 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 theingredients 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 forverification 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 products development evolution

establishes relationships between requirements, specifications, and parts

provides access control and vaulting to assure integrity of data


Lesson

1 CAD Integration - CreatingNew Data

Purpose

The purpose of this lesson is to use Unigraphics NX in NX Manager modeto create piece parts and an assembly. You will also learn how to create anon-master part file from master geometry.

ObjectiveThe objective of this lesson is to teach you how to perform the following tasks:

Start Unigraphics NX in NX Manager mode.

Identify areas of the Unigraphics NX Interface.

Navigate the NX Manager Unigraphics Part Selection dialog.

Create Folders from the Unigraphics NX interface.

Use the NX Manager Unigraphics online Help.

Organize data using the Unigraphics NX Master Model approach.

Create Piece Parts.

Create an Assembly.

Create a Non-master Part File from Master Geometry.

UGS PLM Solutions, All Rights Reserved Teamcenter Engineering Product Data Management 1-1

CAD Integration - Creating New Data

What is NX Manager Unigraphics?NX Manager Unigraphics is a data management tool used in conjunctionwith Unigraphics NX. When Unigraphics NX 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 yourdata within a Teamcenter Engineering database.

NX Manager Unigraphics combines the power of Unigraphics NX in modelingand generating data from geometric shapes, with the power of TeamcenterEngineering in storing and retrieving data in a controlled fashion.

The integration of Unigraphics NX and Teamcenter Engineering providesthe following capabilities:

management of Unigraphics NX parts and related files

improved access control for data over operating system capabilities

ability to easily revise Unigraphics NX parts, and keep all revisionsof 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

1-2 Teamcenter Engineering Product Data Management UGS PLM Solutions, All Rights Reserved MT14330


Unigraphics NX Window in NX Manager ModeThe following graphic shows the Unigraphics NX window in the NX Managermode:

The numbers on the graphic call out the various areas of the interface whichare described below:

1. Menu bar: The menu bar is located along the top of the window. Themenus listed along the menu bar are used to access Unigraphics NXfunctionality. Left-click a menu to display a pull-down menu of availableoptions.

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

3. Graphics area: The graphics area is used to create, view, and modifyparts, assemblies, tool paths, and other geometry data using UnigraphicsNX.

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 thewindow. The purpose of the Status line is to give the user visual feedbackabout system activity.



Menu Bar Pull-Down Menus

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

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

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



What is Unigraphics NX?

Unigraphics NX is an interactive Computer-Aided Design andComputer-Aided Manufacturing (CAD/CAM) system. The CAD functionsautomate the normal engineering, design, and drafting capabilities foundin todays manufacturing companies. The CAM functions provide NCprogramming for modern machine tools using the Unigraphics NX designmodel to describe the finished part.

Unigraphics NX functions are divided into applications of commoncapabilities. These applications are supported by a prerequisite applicationcalled Gateway. Every Unigraphics NX user must have Unigraphics NXGateway; however, the other applications are optional and may be configuredto meet the needs of each individual user.

Unigraphics NX is a fully three-dimensional, double precision system thatallows you to accurately describe almost any geometric shape. By combiningthese shapes, you can design, analyze, and create drawings of your products.

Once the design is complete, the Manufacturing application allows you toselect the geometry describing the part, enter manufacturing informationsuch as cutter diameter, and automatically generate a cutter location sourcefile (CLSF), which can be used to drive most NC machines.



The Gateway Application

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



Unigraphics NX in Native vs. NX Manager modeThe dialogs that display while running NX Manager Unigraphics are similarin appearance to the standard Unigraphics NX dialogs. The main differenceis that instead of working with operating system files (through the FileSelection dialog in Unigraphics NX), NX Manager Unigraphics allows you toselect parts by their part number and revision (through the Part Selectiondialog). This capability is possible since the part number and revision areboth stored in the database.

Following are some advantages of using Unigraphics NX in NX Managermode over Unigraphics NX in Native mode:

You do not have to worry about specifying directories in the pathnamefor your parts. NX Manager Unigraphics organizes and finds the partsfor you.

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

You can supply configuration rules when loading assemblies to determinewhich revisions of component parts are loaded from the database (usingLoad Options).

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



NX Manager Unigraphics Part Selection dialogIn the next few pages you will be introduced to some of the elements andfunctions of the Part Selection dialog.

FileNew

Choosing FileNew or the New icon on the Unigraphics NX menu bar,displays the New Part File dialog.



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 columnswill sort in ascending and descending order. You can resize the columnsby dragging a column sash left or right.

The Paste Teamcenter Engineering Object button, , allows youto paste an Item Revision from the clipboard in the Portal interfacedirectly into the Part Selection dialog. This function is particularly usefulcombined with the Search functionality in My Navigator.

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



FileOpen

Choosing FileOpen or the Open icon on the Unigraphics NX menubar, 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 thePart 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.



Activity: Navigate the Part Selection dialog

In this activity, you will start Unigraphics NX in NX Manager mode andnavigate through the Part Selection dialog.

Step 1: Start Teamcenter Engineering Portal.

Your instructor will give you specific instructions forlaunching Portal.

Upon launching Portal, the Default Application window appears.

Step 2: Log on to the Portal application.

Click My Navigator in the Application Manager.



The first time you select an Application from the ApplicationManager, 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 andclick the Login button.



The Portal application appears.

Step 4: Start Unigraphics NX in NX Manager mode.

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

Click the Start/Open in UG icon .Important! Before choosing the Start/Open in UG icon, makesure the Home folder is not selected. If your Home folder isselected, you will see the following message.



Step 5: Familiarize yourself with the Part Selection dialog.

From Unigraphics NX, choose FileNew... or click on the

New icon .

Collapse and expand the Home folder.

Choose Cancel.

Choose FileOpen 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.



Folders

Folders are a flexible way to organize your product information. An objectfolder can contain other objects and/or other folders. Below is a typical FolderTree 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 personalorganization tools.

Folders can be nested to practically any extent desired.

indicates an expanded folder; + indicates a collapsed folder.



Creating Folders

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

You cannot delete a folder from Unigraphics NX. You must use theTeamcenter 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 andchoose Make Default Container. The new default folder will remain in effectuntil another default folder is chosen.

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



Activity: Create a Folder

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

Step 1: Create a My Parts folder.

Choose FileNew... 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 Namefield is highlighted.

Type inMy Parts in place of New Folder and press the ENTERkey 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.




Using NX Manager Unigraphics On-line Help

NX Manager Unigraphics provides an extensive online help system. ChoosingHelpDocumentation... from the Unigraphics NX menu bar displays thefollowing menu.

Expand the Other book to list the NX Manager Unigraphics help files.To locate documentation on specific topics of interest, you can access the

search functionality by choosing the Search icon .



What is Concurrent Engineering?

The goal of a PDM system is to facilitate the communication between groupsand to move away from the serial approach to data exchange. The mostefficient method of designing products is through the use of concurrentengineering techniques.

Concurrent engineering means that members of a team work on differentparts of a single shared product definition model at the same time.



What is the Master Model Approach?The Master Model approach enables a company to separate the derived datafor a part from the basic geometric definition of the part.

For example, drawing and manufacturing data is separated from the basicgeometric definition of a part. The idea is to create a separate "non-masterpart file" belonging to the part revision and then include the master part fileas a component in it. This allows drawings or manufacturing data to becreated in the non-master part file.

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

Support for concurrent engineering, because the data for differentdisciplines is separated and more than one engineer can work on itsimultaneously.

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

The master definition of the part is less cluttered with documentationdata, so it is smaller and uses less memory when fully loaded.

It is possible to apply separate access controls so that the masterdefinition for a part is protected while allowing other data (for example,drawings) to be worked on.



Creating a New PartYou can choose the New icon from the Unigraphics NX toolbar to create a newmaster 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 yourcompany will affect what you use for Part Type.

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



Naming Conventions

Standards set up by the company or project will affect naming conventions.Contact the system administrator for specific information on the number andtypes of characters for a valid file name.

Part Numbers must be unique in the database

Part Number/Revision must be unique in the database

There is a maximum length for the following values:

Part Number limit 26 characters

Revision limit 32 characters

Dataset Name limit 32 characters

In addition, the combined (Part Number+Revision+Dataset Name) lengthmust not exceed 50 characters.

Seed Part

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



Storing Database AttributesNX Manager Unigraphics enables you to store and access TeamcenterEngineering database attributes in Unigraphics NX part files. These arespecial part attributes, which synchronize automatically with propertiesin the Teamcenter Engineering database. Your system administrator canconfigure the set of available database attributes and their mappings toTeamcenter Engineering properties. NX Manager Unigraphics always keepsthe following part attributes synchronized between Unigraphics NX and theTeamcenter 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 isloaded into a Unigraphics NX session. If the value of a database attribute ischanged in the part file, then the property in the Teamcenter Engineeringdatabase will update when saved.



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

Your DBA can add additional attributes to this list. For example, inthe Training environment, Assemb No, Creator and Materialwere added.



Activity: Creating New Parts

Step 1: Create a new part file.

Choose FileNew... or choose the New icon.

The New Part dialog appears.

Double-click your My Parts folder.

Double-clicking the My Parts folder makes it yourdefault container. All parts save from this point onwill reside in the My Parts folder until you identify anew default container.



Leave the Part Type set to Item.

Enter the Part Number of 5004_###, where ### represents anumber 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 nameSpacer and press the ENTER key.

Highlight the Part Description line. In the Value field typeProject Caster Assy and press the ENTER key.



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

Step 2: Enter the Modeling application from the Unigraphics NX menubar.

Choose ApplicationModeling...



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 InsertFormFeatureCylinder).



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 on the screen in the ZC direction.

The Cylinder dialog appears.

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



Choose OK.The Point Constructor dialog appears.

Verify a base point of XC=0, YC=0 and ZC=0 and choose OK. Ifnot, choose Reset and then choose OK.The cylinder appears on the screen.

Choose Cancel on the Vector Constructor dialog.

Right-click in the graphics window and choose the Fit icon

.



Step 4: Create a Hole in the Cylinder.

Refer to the Cue line to help you through the functionalsteps.

Choose the Hole icon (or choose InsertFormFeatureHole...).



The Hole dialog appears.

The default Hole type is Simple and default Selection Step isPlacement Face.

Enter .781 in the Diameter field and select the Top face of theCylinder 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.



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 thepart.



Step 5: Save the part.

Choose the Save icon .

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

Step 6: Verify that your part has been saved.

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



You should see the 5004_### Spacer part in the My Partsfolder.

Choose Cancel to close the Open Part File dialog.You have now created the first piece part for the Casterassembly.

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.



The Edit Database Attributes dialog appears.

With the Part Name highlighted, type Shaft in the Valuefield and press ENTER.

Highlight Part Description and type Project Caster Assy in theValue field and press ENTER.

Choose OK.Notice the border of the graphics window updates to reflectyour 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.

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 chooseOK 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 theopportunity 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 InsertForm FeatureBoss...).

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

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

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 graphicswindow.



Step 10: Add a chamfer to the Shaft.

Choose the InsertFeature OperationChamfer option.

By default, the Chamfer icon does not displayin the user interface.

The Chamfer dialog appears.

Choose Single Offset.

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 CasterAssembly.

Step 12: Close All Parts.

Choose FileCloseAll Parts.

Choose Yes to close all parts.




Find by Part NumberThe Find command is used in the Part Selection dialog to find a part thatexists in the database. This option is available when creating a new part(using FileNew) or opening an existing part (using FileOpen).Choose FileOpen, type the part number in the Part Number field andpress the ENTER key. You can use a wildcard symbol (*) when entering thepart number.



The Find node appears with the requested Find results.

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



Creating AssembliesCreating assemblies in NX Manager Unigraphics works similarly to creatingassemblies in standard Unigraphics NX. To create an assembly, NX ManagerUnigraphics accesses the database to retrieve parts through NX ManagerUnigraphics windows.

A component part may be added to an assembly by choosing the Add Existingoption in the Components pull-down menu in the Assemblies application.This menu contains most of the functions that affect the hierarchicalstructure of the assembly and the relationships between components.The Components pull-down menu is available as long as the Assembliesapplication is turned on.

AssembliesComponentsAdd 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 inthe Select Part dialog.



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

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



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 acomponent object to the assembly and what information is stored with it. Inthis class, the only change from defaults is the placement of the part onthe Original layers.

Layer options - Defines which layer the objects in the new component will beadded to in the current work part.

Work - Places all objects from the component part on the current worklayer.

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

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



Activity: Creating an Assembly

In this activity, you will create a new Caster Assembly using the piece partsyou 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_###.

In the Part Revision field, enter 000.

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

Choose OK.The Edit Database Attributes dialog appears.

With the Part Name attribute highlighted, type Caster Assy inthe Value field and press ENTER.

With the Part Description field highlighted, type Project CasterAssy in the Value field and press ENTER.

Choose OK.



Step 2: Turn on the Assemblies application.

Choose Application and toggle on the Assemblies option, ifit 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 chooseAssembliesComponentsAdd Existing...).



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.



Select 5001 Fork from the list and choose OK.A Warning appears. The part is stored in the database asa V17 part file. It is read-only and loading this file intoUnigraphics NX has automatically modified the file to theUnigraphics NX version.

Choose OK to close the Warning dialog.



The Add Existing Part dialog appears.

Choose Solid from the Reference Set pull-down menu. Leavethe Positioning field set to Absolute and the Layer Optionsfield 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.



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

Choose the Add Existing Component icon (or chooseAssembliesComponentsAdd Existing...).

Select Choose Part File.

Expand the Find list.



Select the 5005 Wheel item.

Choose OK.A Warning dialog appears. The Part is stored in the databaseas a V17 part-file. It is Read-only and loading this file intoUnigraphics NX has automatically modified the file to theUnigraphics NX 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 isset 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 isimportant to enter the ZC value as a negative.

Choose OK.



Choose the Fit icon.The wheel geometry assembly is scaled to the screen size foreasier viewing.

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

The Select Part dialog should still be present.


Expand the Find list.

Select 5002 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 LayerOptions 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.

Choose OK.

Step 6: Add the Spacer you created.

The Select Part dialog should still be present.



Select Choose Part File.

Select 5004_### Spacer from the My Parts folder and chooseOK.The Add Existing Part dialog is displayed.

Choose OK.

On the Point Constructor dialog, press Reset to reset thefollowing values: XC=0; YC=0; ZC=0.

Choose OK.

Choose the Fit icon .

Step 7: Add the Shaft you created.


Select 5003_### Shaft from theMy Parts folder and choose OK.The Add Existing Part dialog is displayed.

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.




Creating Non-Master DataIn the Master Model process, the master geometry is the single definingdataset for the part. All other applications which use the part (Manufacturing,Drafting, etc.) do so by creating an assembly containing the master geometryas its only component.

The NX Manager Unigraphics database logically organizes the mastergeometry with the other data created in this process. This is done through theuse of manifestations and specifications. To do this, select the existing partnumber and Unigraphics NX populates the Part and Revision fields. If thereare 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 isused for the data being added to the Part. This name will be visible andselectable later from the Open Part File dialog.

The naming convention for the Part File Name should bestandardized within your company, like the Part Number isstandardized.



Adding Master Geometry to the Non-Master Part

When creating a non-master part, the Add Master toggle is available on theNew Part File dialog. This toggle is not available when master is selectedas 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 Itemor Item Revision at a particular moment in time. The manifestationtype is commonly used for Numerically-Controlled (NC) program filesand drawings.

altreps provide a convenient way to model alternative forms ofcomponents (i.e. deformed spring). An altrep is the only type ofnon-master part that can be added or created as a component in anassembly.

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



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



Activity: Create a Drawing

In this activity, you will create a drawing of the 5003_### Shaft part. You willbe 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 filledin automatically when you select the part.

Choose manifestation in the Part File Type field.

You have now designated a non-master part file type. Noticethat the Add Master part option is available. With this optiontoggled on, the master part is automatically added, as anassembly component, to the non-master part.



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

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

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

Choose OK.

Choose OK to accept the defaults in the Edit DatabaseAttributes dialog.

The Add Master dialog displays. This dialog enables you tocontrol a number of parameters of the component that is to beadded to your non-master part.

Choose OK to accept the default values.The master geometry is now referenced in the drawing.



Step 2: Enter the Drafting application.

Choose the Drafting icon (or chooseApplicationDrafting...).

Step 3: Place the drawing views.

Choose the Add View to Drawing icon (or choose InsertView View from the menu bar).

The Add View dialog displays.



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 toposition the Top view and left-click the mouse button.

The Top view appears on the drawing, at the designatedlocation.

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

Place the cursor on the drawing screen where you want toposition the TFR-TRI view and left-click the mouse button.

The TFR-TRI view appears on the drawing, at the designatedlocation.



Choose the Orthographic View icon from the Add Viewdialog.

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 withand below the top view.

Choose Cancel to dismiss the Add View dialog.

Step 4: Save and Close all parts.

Choose the Save icon .

Choose FileCloseAll Parts.

Choose Yes to close all parts.




SummaryThis lesson introduced you to the integration of Unigraphics NX andTeamcenter Engineering otherwise known as NX Manager Unigraphics.

The Part Selection dialog is a key part of the NX Manager Unigraphicssystem.

The dialogs that display in NX Manager Unigraphics are similar inappearance to the standard Unigraphics NX dialogs, however, the NXManager Unigraphics dialogs deal with part numbers and revisionsinstead of operating system file names.

Unigraphics NX in NX Manager Unigraphics keeps Part Attributessynchronized between Unigraphics NX and the Teamcenter Engineeringdatabase.


Lesson

2 CAD Integration - RevisingExisting Data

Purpose

The purpose of this lesson is to demonstrate how to perform a Save As onexisting parts in NX Manager Unigraphics.

ObjectiveUpon 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.


CAD Integration - Revising Existing Data

Using Save AsYou can use FileSave 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 isdetermined by your companys business rules.



Save As to Create a New PartThe FileSave As... function in NX Manager Unigraphics provides an easyway to create a new part with a new part number. Your current work part canbe either a master part file or a non-master part file. You can save a masterdataset as a new part and you can save a non-master as a new non-master inan existing Item Revision.

To save the current work part as a non-master part file, the (master) partrevision must already exist.

To save the work part as a master part file, you must specify a new PartNumber and/or Part Revision. The new part is placed in the current defaultcontainer.

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 isdisplayed.



Dependent Files

Each UGMASTER dataset may have other associated datasets. Theseassociated datasets are called Dependent files or Named References andmay include tif, gif and cgm files.

If there are dependent files associated with a master part file, the Copy Filesfor Part dialog displays when you use the Save As command to create anew master part file.

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



Activity: Save As to Create New Part

In this activity, you will make a copy of the existing 5000_### CasterAssembly (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.

Select the 5000_### Caster Assy Item and choose OK.The geometry for the existing Caster Assembly displays inthe graphics window.

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

Choose FileSave As...



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 anumber 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.



The Edit Database Attributes dialog displays.

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

Highlight the Part Description attribute and enter New CasterAssy 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.



Step 3: View the Assembly Navigator.

Choose the Assembly Navigator icon to see the componentsof the assembly.

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

Step 4: Swap out the existing 5001 Fork for the 5006 Fork.

In the Assembly Navigator window, right-click on 5001 Forkand choose ClosePart.



Still in the Assembly Navigator, right-click the previous 5001node and choose OpenComponent As....The Select Part dialog displays.


Type 5006 in the Part Number field and press Enter.

Select 5006 Fork from the Find list and choose OK.

Choose OK to dismiss the Warning dialog.The 5001 Fork is replaced by the 5006 Fork in the newassembly.



Step 5: Save and Close the Assembly.

Choose FileCloseSave and Close.

Choose OK on the Save Warning dialog.

Step 6: Choose Open and observe that the 5100 has been added to theMy Parts folder.




Activity: Save As to Create a new Part Revision

In this activity, you will make a new revision of your new 5004_###/000Spacer part.

Step 1: Open the existing 5004_###/000 Spacer.

Expand the My Parts folder, if necessary.

Select the 5004 part and choose OK.The Part is loaded in the graphics window.

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

Choose FileSave As....




Click the Assign button for the Part Revision field.The Part Revision field is updated to 001.

Choose OK.The Edit Database Attributes dialog displays.

Choose OK.The new Part Revision is created.

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 Yes on the Close All Parts warning dialog.




SaveAs Non-Master Part Files dialogThe SaveAs Non-Master Part Files dialog is incorporated into the Save Assequence 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 newpart number and/or a new part revision.

The Non-Master part files section of the dialog pertains to the non-masterpart files associated with the part.

Using the Non-Master part files section of the form you can:

Select, from the list of associated non-master part files, the specificnon-master part files you want saved with the new master part.

Choose the SaveAs All button to save all of the non-master part fileswith the new master part.

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

An Item Revision can contain a UGMASTER dataset and as many non-masterdatasets as you wish (for example, drawings, manufacturing, scenario, andaltreps). Each of the datasets may have other files inside of them. Theseare called Dependent files or Named References (for example, tif, gif andcgm files).

The SaveAs Non-Master part files dialog allows you to copy the associatednon-master and dependent files across to the new part number/revision.



The Options for Dependent Files section of the dialog pertains to thedependent files associated with the non-master part files that are relatedto the new master part. Using this section of the dialog you can indicatewhether you want to select which dependent files to copy, copy all, or copynone of the associated dependent files.



Activity: Save As that includes Non-Master Data

In this activity, you will make a new Item (5005-Wheel) that includesnon-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.



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 SaveAs to create the new Wheel.

Choose FileSave As....




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 anumber 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.



Choose OK.

Close the Information window.

You have just created a new 5555_###/000 Wheel with thenon-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 isimplemented using the DATASET_saveas_patternpreference in the IMAN_DATA/.iman_env file.

Choose Cancel on the Open Part file dialog.



Step 3: Exit NX Manager Unigraphics.

Choose FileExit.

Choose Yes.

Step 4: Exit Portal.

Choose FileExit.

Choose Yes.

Close any command windows that are open.




Summary The FileSaveAs... 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 themaster and non-master part files in a single Save As operation.


Lesson

3 The Teamcenter EngineeringPortal Interface

Purpose

The purpose of this lesson is to show you the basics of using the TeamcenterEngineering Portal interface.

ObjectiveUpon 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


The Teamcenter Engineering Portal Interface

Starting the Teamcenter Engineering Portal InterfaceWhen you initially start Teamcenter Engineering, the Default Applicationwindow displays.

Application icons display along the left border of the startup window.This section of the window is referred to as the Application Manager. Atinitial startup, My Navigator is the only application icon displayed in theApplication Manager.



You can choose the More... button to access a list of other applicationslicensed at your site.

To add application icons to the Application Manager, select the applicationicon from this list.



Teamcenter Engineering Application Startup

Selecting an application icon from the Application Manager initiates thelogin dialog.

Red triangles indicate required fields.

The Database field displays the database you will connect to in thissession.

Enter the required data and choose OK to start a Portal session thatuses the selected database.

Key Points

The following are key points on starting Teamcenter Engineering PortalInterface and Applications:

The Portal user interface is a stand-alone pr

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