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UsingTeamcenter,November2010,MT25150Teamcenter8.3,Lesson1,IntroductiontoTeamcenter,1.IntroductiontoTeamcenterPurposeThislessonintroducesthebasicconceptsoftheTeamcenterproductlifecyclemanagementsoftwareandsomecommonlyusedTeamcenterapplications.ObjectivesAfteryoucompletethislesson,youshouldbefamiliarwith:,Basicconceptsofproductlifecyclemanagement(PLM).AnoverviewofsomecommonlyusedTeamcenterapplications.HowtostartTeamcenter.,1.1Productlifecyclemanagement,Productlifecyclemanagement(PLM)isanessentialelementineffectivelycreatingandusingglobalinnovationnetworkstoenableorganizationsandtheirpartnerstocollaborateateverystageoftheproductlifecycle.PLMprovidesbusinesseswithunifiedinformationateverystageoftheproductlifecycleincludeplanning,development,execution,andsupport.,1.2TeamcenterapplicationsSomeofthemostcommonlyusedTeamcentersoftwareapplicationsincludeMyTeamcenter,StructureManager,embeddedviewer,WorkflowViewer,andChangeManager.,MyTeamcenteristheworkspaceyouusetomanageyourproductinformation,suchasparts,documents,specifications,requirements.UseStructureManagertocreate,view,andmodifyproductstructures.,ThevisualizationtoolsavailableinTeamcenter,boththeembeddedviewerandstand-aloneLifecycleVisualization,enablenontechnicaluserstointerpretdesigndata,reviewproductstructure,andmarkupissuesforcollaboration.WorkflowViewerpresentsadynamicuserinterfacetoviewtheprogressofaworkflowprocessforanobject,whetheritiscurrentlyinprocessorhasalreadyachieveditsfinalstatus.ChangeManagerenablesfunctionalitytoinitiate,administer,review,approve,andexecuteproductchanges.Byautomatingthechangeprocess,ChangeManagercanminimizechange-relatedreworkandcoordinatetaskstobeperformedbyindividualsacrosstheorganization.,1.3TeamcenterinterfacesTherichclientinterfaceisusedbyauthors,manufacturingauthors,administrators,andotherusersto:,Managethedesignandconfigurationofproductdata.Createandmaintainprocessesandprocessstructures.ConfigureandmaintainTeamcenter.AccessdatastoredintheTeamcenterdatabase.,1.3TeamcenterinterfacesThethinclientinterfaceisusedbyconsumers,manufacturingconsumers,andreviewersto:,Viewdata,includingproductstructureandvariantinformation.Approvedataattachedtoaworkflowtask.Visualize2Ddrawingsand3Dmodel.,Thethinclientinterfaceisidealforsuppliers,productionstaff,andotheruserswhodonotrequireextensiveauthoringoradministrativeaccesstoTeamcenter.,1.3.1Richclientinterface,Therichclientinterfacehasastandardmenubarandtoolbarwithoptionsthatvarydependingonthecurrentlyactiveapplicationperspective.Youcanplacethecursoroverarichclienttoolbarbuttontodisplayatooltipdescription.,1.3.1Richclientinterface,1BackandForward2Applicationbanner3Searchbox,TheBackandForwardbuttonsallowyoutomovebetweenloadedTeamcenterapplications.Thesmallarrowsnexttothebuttonsletyouselectfromthelistofcurrentlyloadedapplications.Theapplicationbannershowsthenameoftheactiveapplicationandliststhecurrentuserandrole.Youcandouble-clicktheuserandroletodisplaytheUserSettingsdialogboxinwhichyoucanchangeyourcurrentroleifmultiplerolesareavailabletoyouruser.TheSearchboxprovidespredefinedquicksearchesusingdataset,itemID,itemname,keywordsearch,andadvancedsearchfeatures.,4Navigationpane,Thenavigationpaneprovidesquickaccesstothedatayou,usemost.Inadditiontofinding,organizing,andaccessingyourdata,youcanconfigurethedisplayoftheTeamcenterperspectivebuttonsinthenavigationpanetodisplayonlythoseperspectivesthatyouuseregularlytoperformyourtasks.5ApplicationpaneTheapplicationpanedisplaystheapplicationperspectivesthatareopeninyourTeamcentersession.Bydefault,theGettingStartedapplicationperspectivedisplaysasingleGettingStartedview.NoteApplicationperspectivesarecomposedofviewsthatcanbemovedelsewhereintheTeamcenterwindow,orcanbedraggedouttothedesktop.SuchdetachedviewsremainconnectedtoTeamcenterandcontinuetofunctioninconcertwithotherviews.,6GettingStartedapplicationbutton,ProvidesaccesstotheGettingStartedapplication.,7Primaryapplications8Secondaryapplications9Serveranduserinterfaceconditionsymbols,PrimaryapplicationbuttonsprovideaccesstoyourmostfrequentlyusedTeamcenterapplicationperspectives.SecondaryapplicationbuttonsprovideaccesstoTeamcenterapplicationperspectivesyouuseinfrequently.TheserveranduserinterfaceconditionsymbolsshowthecurrentstatusoftherichclientinterfaceandtheTeamcenterserver.,Theuserinterfaceresponsivenesssymbolsindicatetheconditionoftherichclient:,Theuserinterfaceisresponsive.Theuserinterfaceisunresponsive.,TheserverreadinesssymbolsindicatethestateoftheTeamcenterserver:,Theserverisready,butthereisnocurrentcommunicationbetweentheclientandtheserver.Theserverisbusy.,Theserverappearstobeidle.Theserverappearstobedisconnected.,10ClipboardbuttonTheclipboardbuttondisplaystheClipboardContentsdialogbox,whichcontainsreferencestoobjectsthathavebeencutorcopiedfromyourworkspace.Thetotalnumberofobjectsontheclipboardisdisplayedtotherightofthesymbol.,1.3.2TeamcenterrichclientperspectivesandviewsWithintheTeamcenterrichclientuserinterface,functionalityisprovidedinperspectivesandviews.Useperspectivesandviewstorearrangehowthefunctionalityispresented.PerspectivesArecontainersforasetofviewsandeditorsthatexistwithintheperspective.,Aperspectiveexistsinawindowalongwithanynumberofotherperspectives,butonlyoneperspectivecanbedisplayedatatime.Youcanaddandrearrangeviewstodisplaymultiplesetsofinformationsimultaneouslywithinaperspective.Youcansavearearrangedperspectivewiththecurrentname,orcreateanewperspectivebysavingthenewarrangementofviewswithanewname.,ViewsEnableyoutonavigateahierarchyofinformation,displayinformationaboutselectedobjects,openaneditor,ordisplayproperties.,Viewsthatworkwithrelatedinformationtypicallyreacttoselectionchangesinotherviews.Changestodatamadeinaviewcanbesavedimmediately.Anyviewcanbeopenedinanyperspective,andanycombinationofviewscanbesavedinacurrentperspectiveorinanewperspective.Objectsselectedinaviewmayprovidecontextforashortcutmenu.Theshortcutmenuisusuallydisplayedbyright-clicking.,1.4StartingTeamcentersessions,WhenyoustartTeamcenter,youestablishasession.AfterthesessionisestablishedandTeamcenterisrunning,youopentheperspectives(richclient)orapplications(thinclient)usedtoperformyourtasks.,1.4.1LoggingontotheTeamcenterrichclientTherichclientlogonwindowhasthefollowingfields:,UserIDThisisarequiredvalue.UseraccountsarecreatedbyadministratorsintheOrganizationapplication.YoumustprovideavalidaccountIDtointeractwithTeamcenter.PasswordPasswordsarecreatedbyadministratorsintheOrganizationapplication.GroupThisisanoptionalvalue.Agroupisanorganizationalcollectionofuserswhosharedata.Auseraccountcanbelongtomultiplegroupsandmustbeassignedtoadefaultgroup.GroupsarecreatedbyadministratorsintheOrganizationapplication.Ifyoudonotspecifyagroup,thedefaultgroupassociatedwiththeuseraccountisused.Role,Thisisanoptionalvalue.Function-orientedclusterofusersthatmodelsskillsand/orresponsibilities.Thesamerolesaretypicallyfoundinmanygroups.RolesarecreatedbyadministratorsintheOrganizationapplication.Ifyoudonotspecifyarole,thedefaultroleassociatedwiththegroupisused.,ServerSpecifytheservertoprovidedatabaseaccessforyourrichclientsession.Serversareconfiguredduringinstallation.,1.6SelectingapplicationperspectivesintherichclientIntherichclient,youcanselectanapplicationperspectiveeitheroftwoways:,Usethenavigationpanetoselectaprimaryorsecondaryapplicationortoincludeotheravailableapplicationsintheprimaryorsecondarylistings.TipIfthenavigationpaneisnotvisible,usetheWindowNavigationPanemenucommandtodisplayit.SelectaperspectiveusingtheWindowOpenPerspectivemenucommand.NoteNotallperspectivesmaybeinstalledorlicensedatyoursite,andyoursitemayhaveaddedorrenamedperspectivesafterinstallation.Also,theorderpresentedbytheWindowOpenPerspectivemenucommandisanautomaticalphabetizationthatgivesprecedencetouppercaselettersoverlowercaseletters.Theorderofpresentationmayvaryatyoursite.,1.7UsingtheShowViewcommandRelevantviewsaredisplayedautomaticallywhenyouselectanapplication.Todisplayaviewinanapplication,youcanusetheWindowShowViewmenucommand.,ChoosetheWindowShowViewmenucommandtodisplayalistofcommonandrecently-usedviews.ChooseWindowShowViewOthertodisplaytheShowViewdialogbox.TheShowViewdialogboxorganizesviewsincategoriessuchasGeneral,Admin,Application,Diagnostic,InspectorCategory,Manufacturing,Projects,Teamcenter,Utilities,Visualization,andOther.NoteAvailableviewsandcategoriesmaybedifferentatyoursite.,1.8ActivityIntheIntroductiontoTeamcentersection,dothefollowingactivities:,StartTeamcenterandopenaperspective.,1.9SummaryThefollowingtopicsweretaughtinthislesson:,Basicconceptsofproductlifecyclemanagement(PLM)AnoverviewofsomecommonlyusedTeamcenterapplicationsHowtostartTeamcenter,Lesson2,ConfiguringtheTeamcenterrich,clientinterface,2.ConfiguringtheTeamcenterrichclientinterfacePurposeThislessonprovidesinstructionaboutworkingintheTeamcenteruserinterfaceandconfiguringtheuserinterfacetoefficientlyperformyourstandardtasks.ObjectivesAfteryoucompletethislesson,youshouldbeableto:,Workinperspectivesandviews.Configurethenavigationpane.Configurethetoolbar.,2.1ManagingtheTeamcenterclientinterfaceYoucanmakeyourTeamcenterclientamoreefficienttooltoaccomplishyourworkby:,ChangingtheviewlayoutinyourapplicationsChangingusersettingsAdjustinginformationcenteroptionsWorkingwiththenavigationpaneConfiguringthetoolbarManagingoptionsandpreferencesConfiguringdatadisplayintables,2.2OpenarichclientperspectiveYouopenanapplicationperspectiveintherichclientinanyofthefollowingways:,Clicktheapplicationbuttoninthenavigationpane.SelecttheperspectivefromtheWindowOpenPerspectivemenu.SelectanobjectinanavigationviewandusetheSendToshortcutmenucommandtoselectanapplication.Double-clickanobjectinanavigationviewtoopentheperspectiveassociatedwiththatobjecttype.,2.2.1SwitchbetweenopenperspectivesUseanyofthefollowingmethodstochangefromthecurrentlydisplayedopenperspectivetoanotheropenperspective:,UsetheBackbutton,inthetoolbarorCtrl+Shift+F8,todisplayanapplicationopenedbeforethecurrentapplication.,UsetheForwardbutton,inthetoolbar,orCtrl+F8,todisplayanapplicationopenedbeforethecurrentapplication.,HolddownCtrl+Shift+F8orCtrl+F8todisplayaPerspectivesmenu,andthenreleaseF8anduseyourmouseoryourkeyboardarrowstoselecttheperspectivetodisplay.,2.2.2ClosearichclientperspectiveYoucloseanapplicationperspectiveinrichclientinanyofthefollowingways:,Click,intheapplicationbanner.,Selecttheapplication,andthenselectFileClose.NoteIfyouclicktheXinaviewtab,onlytheselectedviewisclosedandtheapplicationperspectiveremainsactive.,2.3Viewsavailabletorichclientapplicationperspectives,Richclientperspectivesmayhaveoneormoreviews;mostcurrentlyhaveasingleview.Forexample,theScheduleManagerapplicationperspectivehas,bydefault,asingleScheduleManagerview.,Youcanaddviewstoanyperspective,removeviews,rearrangeviewsand,inthecaseofperspectivesprovidedwiththerichclient,restorethedefaultlayoutofaperspective.,2.3.1DisplayandmoveaviewinrichclientThisprocedureusestheexampleofopeningandmovingtheImageThumbnailPreviewviewintheMyTeamcenterperspective.,1.2.3.,WiththeMyTeamcenterapplicationopen,chooseWindowShowViewImageThumbnailPreview.TheImageThumbnailPreviewviewappearsintheMyTeamcenterperspective.ClicktheImageThumbnailPreviewtab.Donotreleasethemousebutton.MovethemousetodragthetabtoanotherareaintheperspectiveoroutsidetheTeamcenterwindowentirely.Note,appearsasyoudragtheviewacrossotherview,Thestackcursortabs.,4.,Releasethemousebuttontodroptheviewinthedesiredlocation.,Asyoumovetheviewaroundthecurrentperspective,themousepointerchangestotheappropriatedropcursortoindicatewheretheviewwillbedockedwhenyoureleasethemousebutton.,Note,IfaviewismovedoutsidetheTeamcenterwindow,youcanclickanddragtheviewtabintotheapplicationperspectivetoreturnittotheTeamcenterwindow.,2.4Workingwiththerichclientnavigationpane,Therichclientnavigationpaneprovidesquickaccesstothedatayouusemost.Youcanusetherichclientnavigationpanetofindandorganizeyourdataandtohelpyouperformcommontasks,suchascreatingapart,creatingadataset,orapplyingastatustoapart.,2.4Workingwiththerichclientnavigationpane,1Upperpartofthenavigationpane,Quick-openSearchprovidespredefinedsearchesusingdataset,itemID,itemname,keywordsearch,andadvancedsearchfeatures.QuickLinksprovideaccesstoyourHomefolder,worklist,savedsearches,andweblinks.OpenItemsdisplayslinkstoitemsthatareopeninanactiveperspective.HistorydisplayslinkstoTeamcenterperspectivesorobjectsthatyouopened.Linksaredisplayedinreverseorder;thelastobjectyouopenedisthefirstdisplayedintheHistorylist.,FavoritesdisplayslinkstoTeamcenterobjectsthatyouhavedesignatedasfavorites.IWantToprovideslinkstothetoolsusedtocompletetasksthatyouperformrepeatedly,suchasinitiatingaprocessorchange.,2Primaryapplicationbuttons3Secondaryapplicationbuttons,ProvideaccesstoyourmostfrequentlyusedTeamcenterapplications.ProvideaccesstotheTeamcenterapplicationsthatyouuseinfrequently.,button,4ConfigureApplicationsProvidesaccesstothetoolsyoucanuseto,configurethedisplayofprimaryandsecondary,applications.NoteYoucanalsoshoworhidethenavigationpane.Toshoworhidethenavigationpane:,ChooseWindowNavigationPane.,2.4.1ConfiguringthedisplayofapplicationsYoucanconfigurethedisplayofapplicationsinthenavigationpanebychoosing,acommandfromtheConfigureApplicationsmenu,atthebottomofthe,navigationpane.Menucommandsincludethefollowing:,ShowMoreApplicationsShowsmoreapplicationsinthelistingsforprimaryapplicationsandsecondaryapplications.ShowFewerApplicationsShowsfewerapplicationstothelistingsforprimaryapplicationsandsecondaryapplications.NavigationPaneOptionsSpecifyandorganizeapplicationsforlistingasprimaryapplicationsandsecondaryapplications.AddorRemoveButtons,Movesapplicationsbetweentheprimaryapplicationsandthesecondaryapplicationslist.,Draggingthesashupordowninthenavigationpaneautomaticallyadjuststhenumberofapplicationbuttonsthatappearintheprimaryandsecondaryapplicationlists.NoteIfyouusetheShowFewerApplicationscommandandthesecondaryapplicationareacannotcontainalltheapplicationsyouselecttodisplay,theapplicationsthatdonotfitaredisplayedatthebottomoftheConfigure,Applicationsmenu,.,2.4.2DisplayprimaryandsecondaryapplicationsForeachapplicationyouwanttodisplayinthenavigationpaneasprimaryorsecondaryapplications,followthesesteps:,1.,Click,atthebottomofthenavigationpaneandchooseNavigationPane,Options.,2.,IntheNavigationPaneOptionsdialogbox,selectapplicationsfromtheAvailableApplicationslistandmovethemtothePrimaryApplicationslist,orSecondaryApplicationslistusingthe,button.,TipYoucanchangethedisplayorderoftheapplicationsusingtheuparrowanddownarrowbuttonslocatednexttothePrimaryApplicationsorSecondaryApplicationslists.,3.,ClickOK.,2.4.4ConfiguringtheQuickLinkssectionYoucanconfigureyourQuickLinkssectionby:,Addingorremovingcontainers(folders).Renamingcontainers.Organizingthedisplayorderofquicklinkscontainers.NoteYoucannotdeleteorrenametheHome,MyWorklist,MyProjects,MyLinks,MySavedSearches,orMyView/Markupcontainers.,InMyTeamcenter,selectafolderfromthetreeandclicktheCustomizelinkintheQuickLinkssectionofthenavigationpane.IntheCustomizeQuickLinksdialogbox,clickthePastebutton.ClickOK.ThefolderisaddedtotheQuickLinkssectionofthenavigationpane.NoteIfthereisnotenoughspacetodisplayallyourQuickLinksinthenavigationpane,clickViewAlltodisplaythefulllist.,2.4.5Addafoldertoyourrichclientquicklinks,1.2.3.,2.4.6Manageyourlinksintherichclient,TheMyLinkssectionofthenavigationpaneprovidesquickaccesstotheWebsitesthatyouvisitmost.Whenyouclickalinkinthelist,theWebpageopensinaseparatebrowserwindow.,Youcanaddlinkstothelist,removelinksfromthelist,andchangetheorderinwhichlinksappearinthelist.,2.4.7Addalinktoyourlistoflinksintherichclient,1.2.,ClicktheMyLinkslinkintheQuickLinkssectionofthenavigationpane.IntheCustomizeMyLinksdialogbox,clicktheCreateanewWeblink,button,.,3.,IntheNewURLdialogbox,enterthefollowinginformation:,a.b.c.,IntheNamebox,typethenamethatwillbedisplayedforthelinkinyourMyLinkslist.TypetheURLforthelinkintheURLbox.ClickOK.,4.,ClickOKtoclosetheCustomizeMyLinksdialogbox.ThelinkisaddedtoyourMyLinkslist.,2.4.8CustomizeyourIWantTolinksintherichclientTheIWantTolinks,whicharebothuser-specificandapplication-specific,canprovidequickaccesstothetoolsyouusetoperformcommontasks.,WhenyoucreateanIWantToaction,youdosointhecontextofthecurrentlyactiveapplication.Tocreatethesameactioninadifferentapplication,youmustrepeatthe,process.TheCreateanItem,CreateaDataset,andCreateaWorkflowProcesslinksareprovidedinyourTeamcenterinstallation.Youcanaddlinkstoothertasks,removelinkstotasks,andorganizethedisplayorderoftasks.,2.4.9AddatasktotherichclientIWantTolist,1.2.,ClicktheCustomizelinkintheIWantTosectionofthenavigationpane.IntheCustomizeIWantTodialogbox,selectanactionfromtheAvailableEntriestree.,toaddtheactiontotheSelectedEntrieslist.,3.4.,ClicktheAddbuttonClickOK.,ThetaskisaddedtoyourIWantTolist.,2.5SearchinginTeamcenterTheTeamcentersearchfunctionalityletsyoufinddataintheTeamcenterdatabase.TheQuickSearchfeatureinthenavigationpaneletsyousearchfordatabyspecifyingthedatasetname,itemID,itemname,orakeyword.NoteQuicksearchresultscannotbesavedtoyoursavedsearcheslist.YoucanusesavedqueriestosearchforyourworkintheTeamcenterdatabaseorindatabasesthatarepartofaMulti-SiteCollaborationnetwork.Savedqueriesaregroupedintothreecategories:,MySavedSearchesThiscategorycontainsqueriesthatyouranpreviouslyandchosetosaveforlateruse.YoucansavetheresultsofasearchandaddthesearchtoyourMySavedSearcheslist.Inboththerichclientandthinclient,youcanshareasavedsearch.Intherichclient,youcanrestrictsharingtospecifiedgroupsofusers.,SystemDefinedSearchesThiscategorycontainsbothstandardqueriesandcustomqueriesdefinedbyyourTeamcenteradministrator.Standardqueriesallowyoutosearchbycommonparameterssuchasitemidentifier.Customqueriesallowyoutosearchfordatathatisuniquetoyoursiteorcompany.SearchHistoryThiscategorycontainsthemostrecentlyrunqueries.Bydefault,thelasteightqueriesarelisted,butyouortheadministratorcanchangethenumberofqueriesshown.,2.5.1ManagerichclientsavedsearchesTomanagesavedsearchesin
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