design_conferencing.pdf

7/28/2019 design_conferencing.pdf

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Pro/ENGINEER

Wildfire 3.0

Design ConferencingHelp Topic Collection

Parametric Technology Corporation


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Copyright 2006 Parametric Technology Corporation. All Rights Reserved.

User and training documentation from Parametric Technology Corporation and its subsidiary companies (PTC) is subject to the

copyright laws of the United States and other countries and is provided under a license agreement that restricts copying, disclosure,

and use of such documentation. PTC hereby grants to the licensed user the right to make copies in printed form of this documentation

if provided on software media, but only for internal/personal use and in accordance with the license agreement under which the

applicable software is licensed. Any copy made shall include the PTC copyright notice and any other proprietary notice provided by

PTC. This documentation may not be disclosed, transferred, modified, or reduced to any form, including electronic media, or

transmitted or made publicly available by any means without the prior written consent of PTC and no authorization is granted to make

copies for such purposes.

Information described herein is furnished for general information only, is subject to change without notice, and should not be

construed as a warranty or commitment by PTC. PTC assumes no responsibility or liability for any errors or inaccuracies that may

appear in this document.

The software described in this document is provided under written license agreement, contains valuable trade secrets and proprietary

information, and is protected by the copyright laws of the United States and other countries. It may not be copied or distributed in any

form or medium, disclosed to third parties, or used in any manner not provided for in the software licenses agreement except with

written prior approval from PTC. UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL

DAMAGES AND CRIMINAL PROSECUTION.

Registered Trademarks of Parametric Technology Corporation or a Subsidiary

Advanced Surface Design, Arbortext, Behavioral Modeling, CADDS, Computervision, CounterPart, Create Collaborate Control,

EPD, EPD.Connect, Expert Machinist, Flexible Engineering, GRANITE, HARNESSDESIGN, Info*Engine, InPart, MECHANICA,

Optegra, Parametric Technology, Parametric Technology Corporation, PartSpeak, PHOTORENDER, Pro/DESKTOP, Pro/E,

Pro/ENGINEER, Pro/HELP, Pro/INTRALINK, Pro/MECHANICA, Pro/TOOLKIT, Product First,

Product Development Means Business, Product Makes the Company, PTC, the PTC logo, PT/Products, Shaping Innovation,

Simple Powerful Connected, The Way to Product First, and Windchill.

Trademarks of Parametric Technology Corporation or a Subsidiary

3DPAINT, Arbortext Editor, Arbortext Contributor, Arbortext Companion for MS Word, Arbortext Advanced Print Publisher

Desktop, Arbortext Advanced Print Publisher Enterprise, Arbortext Publishing Engine, Arbortext Dynamic Link Manager,

Arbortext Styler, Arbortext Architect, Arbortext Digital Media Publisher, Arbortext Adapter to Documentum,

Arbortext Adapter to Oracle, Associative Topology Bus, AutobuildZ, CDRS, CV, CVact, CVaec, CVdesign, CV-DORS, CVMAC,

CVNC, CVToolmaker, Create Collaborate Control Communicate, EDAcompare, EDAconduit, DataDoctor, DesignSuite,

DIMENSION III, Distributed Services Manager, DIVISION, e/ENGINEER, eNC Explorer, Expert Framework, Expert MoldBase,

Expert Toolmaker, FlexPDM, FlexPLM, Harmony, InterComm, InterComm Expert, InterComm EDAcompare,

InterComm EDAconduit, ISSM, KDiP, Knowledge Discipline in Practice, Knowledge System Driver, ModelCHECK, MoldShop,

NC Builder, POLYCAPP, Pro/ANIMATE, Pro/ASSEMBLY, Pro/CABLING, Pro/CASTING, Pro/CDT, Pro/CMM,

Pro/COLLABORATE, Pro/COMPOSITE, Pro/CONCEPT, Pro/CONVERT, Pro/DATA for PDGS, Pro/DESIGNER, Pro/DETAIL,

Pro/DIAGRAM, Pro/DIEFACE, Pro/DRAW, Pro/ECAD, Pro/ENGINE, Pro/FEATURE, Pro/FEM-POST, Pro/FICIENCY,

Pro/FLY-THROUGH, Pro/HARNESS, Pro/INTERFACE, Pro/LANGUAGE, Pro/LEGACY, Pro/LIBRARYACCESS, Pro/MESH,

Pro/Model.View, Pro/MOLDESIGN, Pro/NC-ADVANCED, Pro/NC-CHECK, Pro/NC-MILL, Pro/NC-POST,

Pro/NC-SHEETMETAL, Pro/NC-TURN, Pro/NC-WEDM, Pro/NC-Wire EDM, Pro/NETWORK ANIMATOR, Pro/NOTEBOOK,

Pro/PDM, Pro/PHOTORENDER, Pro/PIPING, Pro/PLASTIC ADVISOR, Pro/PLOT, Pro/POWER DESIGN, Pro/PROCESS,

Pro/REPORT, Pro/REVIEW, Pro/SCAN-TOOLS, Pro/SHEETMETAL, Pro/SURFACE, Pro/VERIFY, Pro/Web.Link,

Pro/Web.Publish, Pro/WELDING, ProductView, PTC Precision, Routed Systems Designer, Shrinkwrap,

The Product Development Company, Validation Manager, Warp, Wildfire, Windchill DynamicDesignLink, Windchill PartsLink,

Windchill PDMLink, Windchill ProjectLink, and Windchill SupplyLink.

Patents of Parametric Technology Corporation or a Subsidiary

Registration numbers and issue dates follow. Additionally, equivalent patents may be issued or pending outside of the United States.

Contact PTC for further information. GB2366639B 13-October-2004. GB2363208 25-August-2004. (EP/DE/GB)0812447 26-

May-2004. GB2365567 10-March-2004. (GB)2388003B 21-January-2004. 6,665,569 B1 16-December-2003. GB2353115 10-

December-2003. 6,625,607 B1 23-September-2003. 6,580,428 B1 17-June-2003. GB2354684B 02-July-2003. GB2384125 15-

October-2003. GB2354096 12-November-2003. GB2354924 24-September-2003. 6,608,623 B1 19-August-2003. GB2353376

05-November-2003. GB2354686 15-October-2003. 6,545,671 B1 08-April-2003. GB2354685B 18-June-2003. GB2354683B 04-

June-2003. 6,608,623 B1 19-August-2003. 6,473,673 B1 29-October-2002. GB2354683B 04-June-2003. 6,447,223 B1 10-Sept-2002. 6,308,144 23-October-2001. 5,680,523 21-October-1997. 5,838,331 17-November-1998. 4,956,771 11-

September-1990. 5,058,000 15-October-1991. 5,140,321 18-August-1992. 5,423,023 05-June-1990. 4,310,615 21-December-

1998. 4,310,614 30-April-1996. 4,310,614 22-April-1999. 5,297,053 22-March-1994. 5,513,316 30-April-1996. 5,689,711 18-

November-1997. 5,506,950 09-April-1996. 5,428,772 27-June-1995. 5,850,535 15-December-1998. 5,557,176

09-November-1996. 5,561,747 01-October-1996. (EP)0240557 02-October-1986.

Third-Party Trademarks

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registered trademarks of IBM Corporation. Allegro, Cadence, and Concept are registered trademarks of Cadence Design Systems, Inc.

Apple, Mac, Mac OS, Panther and Tiger are trademarks or registered trademarks of Apple Computer, Inc. AutoCAD and

Autodesk Inventor are registered trademarks of Autodesk, Inc. Baan is a registered trademark of Baan Company. CADAM and


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CATIA are registered trademarks of Dassault Systemes. DataDirect Connect is a registered trademark of DataDirect Technologies.

CYA, iArchive, HOTbackup, and Virtual StandBy are trademarks or registered trademarks of CYA Technologies, Inc. DOORS is a

registered trademark of Telelogic AB. FLEXnet, InstallShield, and InstallAnywhere are trademarks or registered trademarks of

Macrovision Corporation. Geomagic is a registered trademark of Raindrop Geomagic, Inc. EVERSYNC, GROOVE, GROOVEFEST,

GROOVE.NET, GROOVE NETWORKS, iGROOVE, PEERWARE, and the interlocking circles logo are trademarks of Groove

Networks, Inc. Helix is a trademark of Microcadam, Inc. HOOPS is a trademark of Tech Soft America, Inc. HP, Hewlett-Packard, and

HP-UX are registered trademarks of Hewlett-Packard Company. Advanced ClusterProven, ClusterProven, the ClusterProven design,

Rational Rose, and Rational ClearCase are trademarks or registered trademarks of International Business Machines in the United

States and other countries and are used under license. IBM Corporation does not warrant and is not responsible for the operation of

this software product. I-DEAS, Metaphase, Parasolid, SHERPA, Solid Edge, TeamCenter, UG-NX, and Unigraphics are trademarks

or registered trademarks of UGS Corp. Intel is a registered trademark of Intel Corporation. IRIX is a registered trademark of Silicon

Graphics, Inc. I-Run and ISOGEN are registered trademarks of Alias Ltd. LINUX is a registered trademark of Linus Torvalds.

MainWin and Mainsoft are trademarks of Mainsoft Corporation. MatrixOne is a trademark of MatrixOne, Inc. Mentor Graphics and

Board Station are registered trademarks and 3D Design, AMPLE, and Design Manager are trademarks of Mentor Graphics

Corporation. MEDUSA and STHENO are trademarks of CAD Schroer GmbH. Microsoft, ActiveX, JScript, Windows, Windows NT,

Windows 2000, Windows 2000 Server, Windows XP, Windows Server 2003, the Windows logo, Visual Basic, the Visual Basic logo,

and Active Accessibility are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries.

Moldflow is a registered trademark of Moldflow Corporation. Netscape and the Netscape N and Ship's Wheel logos are registered

trademarks of Netscape Communications Corporation in the U.S. and other countries.Oracle and interMedia are registered trademarksof Oracle Corporation. OrbixWeb is a registered trademark of IONA Technologies PLC. PDGS is a registered trademark of Ford

Motor Company. RAND is a trademark of RAND Worldwide. RetrievalWare is a registered trademark of Convera Corporation.

RosettaNet is a trademark and Partner Interface Process and PIP are registered trademarks of RosettaNet, a nonprofit organization.

SAP and R/3 are registered trademarks of SAP AG Germany. SolidWorks is a registered trademark of SolidWorks Corporation. All

SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. in the UnitedStates and in other countries. Products bearing SPARC trademarks are based upon an architecture developed by Sun Microsystems,

Inc. Sun, Sun Microsystems, the Sun logo, Solaris, UltraSPARC, Java and all Java based marks, and The Network is the Computer

are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States and in other countries. 3Dconnexion is a

registered trademark of Logitech International S.A. TIBCO is a registered trademark and TIBCO ActiveEnterprise, TIBCO Designer,

TIBCO Enterprise Message Service, TIBCO Rendezvous, TIBCO TurboXML, and TIBCO BusinessWorks are trademarks or

registered trademarks of TIBCO Software Inc. in the United States and other countries. WebEx is a trademark of WebEx

Communications, Inc. API Tookit is a trademark of InterCAP Graphics Systems, Inc. BEA and WebLogic are registered trademarks

of BEA Systems, Inc. BEA WebLogic Server and BEA WebLogic Platform are trademarks of BEA Systems, Inc. Compaq is a

registered trademark of Compaq Computer Corporation. DEC is a registered trademark of Digital Equipment Corporation.

Documentum and Documentum Administrator are trademarks of Documentum, Inc. Elan License Manager and Softlock are

trademarks of Rainbow Technologies, Inc. JAWS is a registered trademark of Freedom Scientific BLV Group, LLC in the United

States and other countries. FileNET is a registered trademark of FileNET Corporation. Panagon is a trademark of FileNET

Corporation. Galaxy Application Environment is a licensed trademark of Visix Software, Inc. Interleaf is a trademark of Interleaf, Inc.

IslandDraw and IslandPaint are trademarks of Island Graphics Corporation. Netscape, Netscape Navigator, and

Netscape Communicator are registered trademarks and service marks of Netscape Communications Corporation. OSF/Motif andMotif are trademarks of the Open Software Foundation, Inc. Palm Computing, Palm OS, Graffiti, HotSync, and Palm Modem are

registered trademarks, and Palm III, Palm IIIe, Palm IIIx, Palm V, Palm Vx, Palm VII, Palm, More connected, Simply Palm, the Palm

Computing platform logo, all Palm logos, and HotSync logo are trademarks of Palm, Inc. or its subsidiaries. Proximity and Linguibase

are registered trademarks of Proximity Technology, Inc. SPARC is a registered trademark and SPARCStation is a trademark of

SPARC International, Inc. (products bearing the SPARC trademarks are based on an architecture developed by Sun

Microsystems, Inc.). TeX is a trademark of the American Mathematical Society. UNIX is a registered trademark of The Open Group.

X Window System is a trademark of X Consortium, Inc.

Third-Party Technology Information

Certain PTC software products contain licensed third-party technology:

Rational Rose and Rational ClearCase are copyrighted software of IBM Corp.

RetrievalWare is copyrighted software of Convera Corporation.

VisTools library is copyrighted software of Visual Kinematics, Inc. (VKI) containing confidential trade secret information belonging

to VKI.

HOOPS graphics system is a proprietary software product of, and is copyrighted by, Tech Soft America, Inc.

I-Run and ISOGEN are copyrighted software of Alias Ltd.

Xdriver is copyrighted software of 3Dconnexion, Inc, a Logitech International S.A. company.

G-POST is copyrighted software and a registered trademark of Intercim.

VERICUT is copyrighted software and a registered trademark of CGTech.

FLEXnet Publisher is copyrighted software of Macrovision Corporation.

Pro/PLASTIC ADVISOR is powered by Moldflow technology.

Fatigue Advisor nCode libraries from nCode International.


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TetMesh-GHS3D provided by Simulog Technologies, a business unit of Simulog S.A.

MainWin Dedicated Libraries are copyrighted software of Mainsoft Corporation.

DFORMD.DLL is copyrighted software from Compaq Computer Corporation and may not be distributed.

LightWork Libraries are copyrighted by LightWork Design 19902001.

Visual Basic for Applications and Internet Explorer is copyrighted software of Microsoft Corporation.

Parasolid is UGS Corp.

TECHNOMATIX is copyrighted software and contains proprietary information of Technomatix Technologies Ltd.

TIBCO ActiveEnterprise, TIBCO Designer, TIBCO Enterprise Message Service, TIBCO Rendezvous, TIBCO TurboXML, and

TIBCO BusinessWorks are provided by TIBCO Software Inc.

DataDirect Connect is copyrighted software of DataDirect Technologies.

Technology "Powered by Groove" is provided by Groove Networks, Inc.

Technology "Powered by WebEx" is provided by WebEx Communications, Inc.

Oracle 8i run-time, Oracle 9i run-time, and Oracle 10g run-time are Copyright 20022004 Oracle Corporation. Oracle programs

provided herein are subject to a restricted use license and can only be used in conjunction with the PTC software they are provided

with.

Adobe Acrobat Reader and Adobe Distiller are copyrighted software of Adobe Systems Inc. and are subject to the Adobe End-User

License Agreement as provided by Adobe with those products.

Certain license management is based on Elan License Manager 1989-1999 Rainbow Technologies, Inc. All rights reserved.

Portions compiled from Microsoft Developer Network Redistributable Sample Code, Copyright 1998 by Microsoft Corporation.

The CD-ROM Composer and CD-ROM Consumer are based on Vivace CD-Web Composer Integrator 1996-1997 KnowledgeSet

Corporation. All rights reserved.

Larson CGM Engine 8.0, Copyright 1992-2002 Larson Software Technology, Inc. All rights reserved.

Certain graphics-handling portions are based on the following technologies:

GIF: Copyright 1989, 1990 Kirk L. Johnson. The author disclaims all warranties with regard to this software, including all implied

warranties of merchantability and fitness. In no event shall the author be liable for any special, indirect, or consequential damages

or any damages whatsoever resulting from loss of use, data or profits, whether in an action of contract, negligence, or other

tortious action, arising out of or in connection with the use or performance of this software.

JPEG: This software is based in part on the work of the Independent JPEG Group.

PNG: Copyright 2000, 2001 Glenn Randers-Pehrson.

TIFF: Copyright 1988-1997 Sam Leffler, Copyright 1991-1997 Silicon Graphics, Inc. The software is provided AS IS and

without warranty of any kind, express, implied, or otherwise, including without limitation, any warranty of merchantability or

fitness for a particular purpose. In no event shall Sam Leffler or Silicon Graphics be liable for any special, incidental, indirect, or

consequential damages of any kind, or any damages whatsoever resulting from loss of use, data or profits, whether or not advised

of the possibility of damage, or on any theory of liability, arising out of or in connection with the use or performance of this

software.

XBM, Sun Raster, and Sun Icon: Copyright,1987, Massachusetts Institute of Technology.

ZLIB: Copyright 1995-1998 Jean-loup Gailly and Mark Adler.

PDFlib software is copyright 1997-2003 PDFlib GmbH. All rights reserved.

PStill software is copyright Dipl.- Ing. Frank Siegert, 1996-2004

Proximity Linguistic Technology provides spelling portions of certain software products: The Proximity/Bertelsmann Lexikon Verlag

Database. Copyright 1997 Bertelsmann Lexikon Verlag. Copyright 1997, All Rights Reserved, Proximity Technology, Inc.; The

Proximity/C.A. Strombertg AB Database. Copyright 1989 C.A. Strombertg AB. Copyright 1989, All Rights Reserved, Proximity

Technology, Inc.; The Proximity/Editions Fernand Nathan Database. Copyright 1984 Editions Fernand Nathan. Copyright 1989,

All Rights Reserved, Proximity Technology, Inc.; The Proximity/Espasa-Calpe Database. Copyright 1990 Espasa-Calpe. Copyright

1990, All Rights Reserved, Proximity Technology, Inc.; The Proximity/Dr. Lluis de Yzaguirre i Maura Database. Copyright 1991

Dr. Lluis de Yzaguirre i Maura Copyright 1991, All Rights Reserved, Proximity Technology, Inc.; The Proximity/Franklin

Electronic Publishers, Inc. Database. Copyright 1994 Franklin Electronic Publishers, Inc. Copyright 1994, All Rights Reserved,

Proximity Technology, Inc.; The Proximity/Hachette Database. Copyright 1992 Hachette. Copyright 1992, All Rights Reserved,

Proximity Technology, Inc.; The Proximity/IDE a.s. Database. Copyright 1989, 1990 IDE a.s. Copyright 1989, 1990, All Rights

Reserved, Proximity Technology, Inc.; The Proximity/Merriam-Webster, Inc. Database. Copyright 1984, 1990 Merriam-Webster,

Inc. Copyright 1984, 1990, All Rights Reserved, Proximity Technology, Inc.; The Proximity/Merriam-Webster, Inc./Franklin

Electronic Publishers, Inc. Database. Copyright 1990 Merriam-Webster Inc. Copyright 1994 Franklin Electronic Publishers, Inc.

Copyright 1994, All Rights Reserved, Proximity Technology, Inc.; The Proximity/Munksgaard International Publishers Ltd.

Database. Copyright 1990 Munksgaard International Publishers Ltd. Copyright 1990, All Rights Reserved, Proximity

Technology, Inc.; The Proximity/S. Fischer Verlag Database. Copyright 1983 S. Fischer Verlag. Copyright 1997, All Rights

Reserved, Proximity Technology, Inc.; The Proximity/Van Dale Lexicografie by Database. Copyright 1995, 1997 Van Dale

Lexicografie by. Copyright 1996, 1997, All Rights Reserved, Proximity Technology, Inc.; The Proximity/William Collins Sons &


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Co. Ltd. Database. Copyright 1984, 1990 William Collins Sons & Co. Ltd. Copyright 1988, 1990, All Rights Reserved,

Proximity Technology, Inc.; The Proximity/Zanichelli Database. Copyright 1989 Zanichelli. Copyright 1989, All Rights

Reserved, Proximity Technology, Inc.

The Arbortext Import/Export feature includes components that are licensed and copyrighted by CambridgeDocs LLC ( 2002-2005

CambridgeDocs LLC). This functionality:

Includes software developed by the Apache Software Foundation (http://www.apache.org/).

Redistributes JRE 1.4.2_08 from Sun Microsystems. The Redistributable is complete and unmodified, and only bundled as part of

the product. CambridgeDocs is not distributing additional software intended to supersede any component(s) of the Redistributable,

nor has CambridgeDocs removed or altered any proprietary legends or notices contained in or on the Redistributable.

CambridgeDocs is only distributing the Redistributable pursuant to a license agreement that protects Suns interests consistent

with the terms contained in the Agreement. CambridgeDocs agrees to defend and indemnify Sun and its licensors from and

against any damages, costs, liabilities, settlement amounts and/or expenses (including attorneys fees) incurred in connection with

any claim, lawsuit, or action by any third party that arises or results from the use or distribution of any and all Programs and/or

Software. This product includes code licensed from RSA Security, Inc. Some portions licensed from IBM are available at

http://oss.software.ibm.com/icu4j/.

Redistributes the Saxon XSLT Processor from Michael Kay, more information, including source code is available at

http://saxon.sourceforge.net/.

Uses cxImage, an open source image conversion library that follows the zlib license. cxImage further uses the following images

libraries which also ship (statically linked) with cxLib: zLib, LibTIFF, LibPNG, LibJPEG, JBIG-Kit, JasPer, LibJ2K. See

http://www.xdp.it/cximage.htm.

Includes software developed by Andy Clark, namely Neko DTD. NekoDTD is Copyright 2002, 2003, Andy Clark. All rights

reserved. For more information, visit http://www.apache.org/~andyc/neko/doc/index.html.

Includes code which was developed and copyright by Steven John Metsker, and shipped with Building Parsers with Java, from

Addison Wesley.

Uses controls from Infragistics NetAdvantage 2004, Volume 3, Copyright 2004 Infragistics.

Word, FrameMaker, and Interleaf filters. Copyright 2000 Blueberry Software. All rights reserved.

Portions of software documentation are used with the permission of the World Wide Web Consortium. Copyright 19942004 World

Wide Web Consortium, (Massachusetts Institute of Technology, European Research Consortium for Informatics and Mathematics,

Keio University). All Rights Reserved. http://www.w3.org/Consortium/Legal/. Such portions are indicated at their points of use.

Copyright and ownership of certain software components is with YARD SOFTWARE SYSTEMS LIMITED, unauthorized use and

copying of which is hereby prohibited. YARD SOFTWARE SYSTEMS LIMITED 1987. (Lic. #YSS:SC:9107001)

**********

METIS, developed by George Karypis and Vipin Kumar at the University of Minnesota, can be researched at

http://www.cs.umn.edu/~karypis/metis. METIS is 1997 Regents of the University of Minnesota.

Certain software components licensed in connection with the Apache Software Foundation, all rights reserved, and use is subject tothe terms and limitat ions at http://www.apache.org/. Apache software is provided by its Contributors AS IS, WITHOUT

WARRANTIES OR CONDITIONS OF ANY KIND, and any expressed or implied warranties, including, but not limited to, the

implied warranties of title non-infringement, merchantability and fitness for a particular purpose are disclaimed. In no event shall the

Apache Software Foundation or its Contributors be liable for any direct, indirect, incidental, special, exemplary, or consequential

damages (including, but not limited to, procurement of substitute goods or services; loss of use, data, or profits; or business

interruption) however caused and on any theory of liability, whether in contract, strict liability, or tort (including negligence or

otherwise) arising in any way out of the use of this software, even if advised of the possibility of such damage. Apache software

includes:

Apache Server, Tomcat, Xalan, Xerces, and Jakarta, Jarkarta POI, Jakarta Regulat Expression, Commons-FileUpload

IBM XML Parser for Java Edition, the IBM SaxParser and the IBM Lotus XSL Edition

DITA-OT - Apache License Version

Pop-up calendar components Copyright 1998 Netscape Communications Corporation. All Rights Reserved.

UnZip ( 1990-2001 Info-ZIP, All Rights Reserved) is provided AS IS and WITHOUT WARRANTY OF ANY KIND. For the

complete Info-ZIP license see http://www.info-zip.org/doc/LICENSE.

The Java Telnet Applet (StatusPeer.java, TelnetIO.java, TelnetWrapper.java, TimedOutException.java), Copyright 1996, 97

Mattias L. Jugel, Marcus Meiner, is redistributed under the GNU General Public License. This license is from the original copyright

holder and the Applet is provided WITHOUT WARRANTY OF ANY KIND. You may obtain a copy of the source code for the

Applet at http://www.mud.de/se/jta (for a charge of no more than the cost of physically performing the source distribution), by sending

e-mail to [email protected] or [email protected] are allowed to choose either distribution method. Said source code is likewise

provided under the GNU General Public License.

GTK+ - The GIMP Toolkit is licensed under the GNU Library General Public License (LGPL). You may obtain a copy of the source

code at http://www.gtk.org, which is likewise provided under the GNU LGPL.

zlib software Copyright 1995-2002 Jean-loup Gailly and Mark Adler.


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#ZipLib GNU software is developed for the Free Software Foundation, Inc. 59 Temple Place, Suite 330, Boston, MA 02111-1307

USA, copyright 1989, 1991. PTC hereby disclaims all copyright interest in the program #ZipLib written by Mike Krueger. #ZipLib

licensed free of charge and there is no warranty for the program, to the extent permitted by applicable law. Except when otherwise

stated in writing the copyright holders and/or other parties provide the program AS IS without warranty of any kind, either expressed

or implied, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. The entire risk

as to the quality and performance of the program is with you. Should the program prove defective, you assume the cost of all

necessary servicing, repair or correction. OmniORB is distributed under the terms and conditions of the GNU General Public License

The OmniORB Libraries are released under the GNU LGPL.

The Java Getopt.jar file, copyright 1987-1997 Free Software Foundation, Inc.

Java Port copyright 1998 by Aaron M. Renn ([email protected]), is redistributed under the GNU LGPL. You may obtain a

copy of the source code at http://www.urbanophile.com/arenn/hacking/download.html. The source code is likewise provided under the

GNU LGPL.

CUP Parser Generator Copyright 1996-1999 by Scott Hudson, Frank Flannery, C. Scott Ananianused by permission. The authors

and their employers disclaim all warranties with regard to this software, including all implied warranties of merchantability and

fitness. In no event shall the authors or their employers be liable for any special, indirect or consequential damages, or any damages

whatsoever resulting from loss of use, data or profits, whether in an action of contract, negligence or other tortious action arising out

of or in connection with the use or performance of this software.

Software developed by the OpenSSL Project for use in the OpenSSL Toolkit. (http://www.openssl.org): Copyright 1998-2003 The

OpenSSL Project. All rights reserved. This product may include cryptographic software written by Eric Young ([email protected]).

ImageMagick software is Copyright 1999-2005 ImageMagick Studio LLC, a nonprofit organization dedicated to making software

imaging solutions freely available. ImageMagick is freely available without charge and provided pursuant to the following license

agreement: http://www.imagemagick.org/script/license.php.Mozilla Japanese localization components are subject to the Netscape Public License Version 1.1 (at http://www.mozilla.org/NPL).

Software distributed under the Netscape Public License (NPL) is distributed on an AS IS basis, WITHOUT WARRANTY OF ANY

KIND, either expressed or implied (see the NPL for the rights and limitations that are governing different languages). The Original

Code is Mozilla Communicator client code, released March 31, 1998 and the Initial Developer of the Original Code is Netscape

Communications Corporation. Portions created by Netscape are Copyright 1998 Netscape Communications Corporation. All Rights

Reserved. Contributors: Kazu Yamamoto ([email protected]), Ryoichi Furukawa ([email protected]), Tsukasa Maruyama

([email protected]), Teiji Matsuba ([email protected]).

The following components are subject to the Mozilla Public License Version 1.1 at http://www.mozilla.org/MPL (the MPL). Software

distributed under the MPL is distributed on an AS IS basis, WITHOUT WARRANTY OF ANY KIND, either expressed or implied

and all warranty, support, indemnity or liability obligations under PTCs software license agreements are provided by PTC. See the

MPL for the specific language governing rights and limitations. Modifications to Mesilla source code are available under the MPL and

are available upon request: Gecko and Mesilla components; text (www.lowagie.com/iText/). iCal4j is Copyright 2005, Ben Fortuna,

All rights reserved. Redistribution and use of iCal4j in source and binary forms, with or without modification, are permitted provided

that the following conditions are met: (i) Redistributions of source code must retain the above copyright notice, this list of conditions,

and the following disclaimer; (ii) Redistributions in binary form must reproduce the above copyright notice, this list of conditions, andthe following disclaimer in the documentation and/or other materials provided with the distribution; and (iii) Neither the name of Ben

Fortuna nor the names of any other contributors may be used to endorse or promote products derived from this software without

specific prior written permission. iCal4j SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS

AS IS AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED

WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO

EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT,

INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO,

PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS

INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT

LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS

SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

The Independent JPEG Group's JPEG software. This software is Copyright 1991-1998, Thomas G. Lane. All Rights Reserved. This

software is based in part on the work of the Independent JPEG Group.

libpng, Copyright 2004 Glenn Randers-Pehrson, which is distributed according to the disclaimer and license (as well as the list of

Contributing Authors) at https://reader009.{domain}/reader009/html5/0408/5ac90e518e5a3/5ac90e540dc6b./src/libpng-LICENSE.txt.

Curl software, Copyright 1996 - 2005, Daniel Stenberg, . All rights reserved. Permission to use, copy, modify,

and distribute this software for any purpose with or without fee is hereby granted, provided that the above copyright notice and this

permission notice appear in all copies. THE SOFTWARE IS PROVIDED AS IS, WITHOUT WARRANTY OF ANY KIND,

EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR

A PARTICULAR PURPOSE AND NONINFRINGEMENT OF THIRD PARTY RIGHTS. IN NO EVENT SHALL THE AUTHORS

OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION

OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE

USE OR OTHER DEALINGS IN THE SOFTWARE. Except as contained in this notice, the name of a copyright holder shall not be

used in advertising or otherwise to promote the sale, use, or other dealings.


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The cad2eda program utilizes wxWidgets (formerly wxWindows) libraries for i ts cross-platform UI API, which is licensed under the

wxWindows Library License at http://www.wxwindows.org/.

LAPACK libraries used are freely available at www.netlib.org (authors are Anderson, E. and Bai, Z. and Bischof, C. and Blackford, S.

and Demmel, J. and Dongarra, J. and Du Croz, J. and Greenbaum, A. and Hammarling, S. and McKenney, A. and Sorensen, D.).

The following software, which is provided with and called by certain PTC software products, is licensed under the GNU General

Public License: Ghost Script (www.cs.wisc.edu/~ghost/); The PJA (Pure Java AWT) Toolkit library (www.eteks.com/pja/en/).

JFreeChart is licensed under the GNU LGPL and can be found at www.jfree.org.

Java Advanced Imaging (JAI) is provided pursuant to the Sun Java Distribution License (JDL) at www.jai.dev.java.net/. The terms of

the JDL shall supersede any other licensing terms for PTC software with respect to JAI components.

UNITED STATES GOVERNMENT RESTRICTED RIGHTS LEGEND

This document and the software described herein are Commercial Computer Documentation and Software, pursuant to FAR

12.212(a)-(b) (OCT95) or DFARS 227.7202-1(a) and 227.7202-3(a) (JUN95), and are provided to the US Government under a

limited commercial license only. For procurements predating the above clauses, use, duplication, or disclosure by the Government is

subject to the restrictions set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software Clause at

DFARS 252.227-7013 (OCT88) or Commercial Computer Software-Restricted Rights at FAR 52.227-19(c)(1)-(2) (JUN87), as

applicable. 010106

Parametric Technology Corporation, 140 Kendrick Street, Needham, MA 02494 USA


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ix

Table of Contents

Design Conferencing ....................................................................................... 1

Using Design Conferencing............................................................................ 1

About Using Design Conferencing ................................................................ 1How to Participate in a Design Conference ................................................. 1

License Requirements for Design Conferencing.............................................. 2

About the DCP License Package .................................................................. 2

Design Conference Terminology .................................................................. 3

About the PTC Conference Center................................................................ 3

To Access the PTC Conference Center .......................................................... 4

Design Conferencing for UNIX Machines ....................................................... 4

Frequently Asked Questions About Sharing a Model ....................................... 4

Who can place files in the shared space? ................................................... 4

What happens when a model is saved to the shared space? ......................... 4

How secure is conference data when it is transmitted? ................................ 4

What happens when the Leader shares a model without saving it? ................ 5

Who can make changes to or delete a model from the shared space? ............ 5

Who can save a model during a shared session?......................................... 5

How can I share the model without allowing other conference participants to

save it?................................................................................................. 5

Who can save the model if the session Leader exits or the Leader's

Pro/ENGINEER session is terminated? ....................................................... 5

Who can delete a shared space?............................................................... 6

About User Accounts ................................................................................. 6

Listing Existing Accounts on the Conference Server..................................... 6

Deleting an Account................................................................................ 6

To Create a New Account ........................................................................... 6

To Log In to the Conference Center ............................................................. 7

To Specify the Design Conference Server ..................................................... 7

For Windows Users ................................................................................. 7

For UNIX Users ...................................................................................... 7


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To Exit a Conference ................................................................................. 7

Initiating a Conference ................................................................................. 8

About a Design Conference......................................................................... 8

Conference Roles ...................................................................................... 8

General Conference Functions and Privileges.............................................. 9

Functions and Privileges of Participants in a Shared Session......................... 9

To Create a Conference.............................................................................10

User Profile and Conference Preferences......................................................10

About Setting Conference Preferences......................................................10

About User Profiles ................................................................................11

To Create Your User Profile.....................................................................11

Extending and Accepting Invitations ..............................................................11

About Inviting Participants to a Conference..................................................12

To Invite Participants Using the Invite Participants Dialog Box........................13

To Invite a Participant Using My Contacts ....................................................13

To Invite Participants by E-mail..................................................................13

To Accept Invitations ................................................................................14

Responding to an Instant Invitation .........................................................14

Accepting an Invitation by Using the My Invitations page............................14

Participating in a Conference ........................................................................14

To View Your Conferences .........................................................................14

To Join or Reenter a Conference.................................................................15

To Remove a Participant from a Conference.................................................15

To Switch between Conferences .................................................................16

To Obtain Conference and Participant Information ........................................16

To Rename a Conference ..........................................................................16

About Deleting a Conference .....................................................................16

To Delete a Conference.............................................................................17

Tip: Joining a Previously Deleted Conference ...............................................17

Running a Shared Pro/ENGINEER Session ......................................................17

About Running a Shared Application Session................................................17


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Synchronizing Models for the Shared Session............................................18

About the Mouse Pointer in the Shared Session .........................................18

Pro/ENGINEER Environment and Licenses for the Shared Session ...................18

To Run a Shared Session...........................................................................18

To Transfer the Role of the Presenter..........................................................19

To Request Control of a Shared Session ...................................................19

To Grant Control of a Shared Session.......................................................20

To Take Control of a Shared Session (for a Conference Host) ......................20

Using the Session Controls ........................................................................20

PDM System as a Data Source for Design Conferencing....................................21

About Using a PDM System from Design Conferencing ..................................21

Session Leader as the PDM Master...........................................................21

To View the Authorized Operations .............................................................21

About Saving and Retrieving Database Objects ............................................22

Saving Files ..........................................................................................22

Saving a Copy.......................................................................................22

Backing Up Files....................................................................................22

Retrieving Objects .................................................................................22

To Set Up the PDM System as a Data Source...............................................22

Shared Spaces ...........................................................................................23

About Shared Spaces................................................................................23

About Different Access Levels to the Shared Space .......................................24

To Edit the ptcvconf.ptc File.......................................................................25

To Access Shared Spaces ..........................................................................25

To Create a New Shared Space ..................................................................25

To Add to or Remove Objects from the Shared Space ...................................25

Adding Objects to the Shared Space ...........................................................26

To Work with the Shared Spaces ................................................................26

Managing Folders ..................................................................................26

Managing Shared Spaces........................................................................26

Contacts ....................................................................................................26


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About My Contacts ...................................................................................26

To Add New Contacts Using Search ............................................................27

About a V-Card........................................................................................27

To Export a V-Card...................................................................................27

To Import a V-Card ..................................................................................28

Chat and Instant Messaging .........................................................................28

To Use Chat ............................................................................................28

To Use Instant Messaging .........................................................................28

Troubleshooting..........................................................................................28

About Log Files ........................................................................................28

Index...........................................................................................................31


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1

Design Conferencing

Using Design Conferencing

About Using Design ConferencingDesign Conferencing is a standalone tool that enables you to share files and run a

shared application in real time. To use Design Conferencing, access the PTC

Conference Center. The PTC Conference Center enables you to create a conference,

invite participants, run a shared session of Pro/ENGINEER, and use Chat and Instant

Messaging. You can invite colleagues from your company or from outside your

company's firewall, provided they are connected to the Internet.

There are many uses for Design Conferencing. For example, you can use Design

Conferencing for the following activities:

To participate in a design review

To train or consult other participants in modeling techniques

To share files with a restricted group of people

File sharing and security mechanism provided by Design Conferencing are based on

Groove software.

How to Participate in a Design Conference

To participate in a design conference, you either create a conference yourself and

invite others, or you join an existing conference, created by someone else.

To initiate a design conference, you must log into the PTC Conference Center and

create a conference. The conference creator automatically becomes its Host. Theconference Host sets preferences for the conference and invites participants. After

other users receive invitations and accept them, they can join the conference.

Creating a conference creates a shared space (a designated file location accessible

only to the conference participants) locally for each participant. When data is placed

in the shared space, it is encrypted and copied to all conference participants' shared

spaces. For all conference participants who are logged into the PTC Conference

Center, the contents of the shared space are synchronized.

Any conference participant can start a shared Pro/ENGINEER session. The initiator of

the shared session (session Leader) automatically becomes the Presenter and takes

control of Pro/ENGINEER. For all participants who join the shared session and

become Observers, the identical Pro/ENGINEER session starts on their machines, andall Presenter's actions are duplicated in real time.

The Presenter can transfer control of Pro/ENGINEER to any participant. Only one

person at a time can be in control of the shared session.


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Design Conferencing Help Topic Collection

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License Requirements for Design Conferencing

A Design Conferencing license is required in order to do the following:

Participate in a shared Pro/ENGINEER session Access a Shared Space from within Pro/ENGINEERWithout a license for Design Conferencing, you can use the following Design

Conferencing capabilities:

Start up the Conference server Log into the PTC Conference Center Manage shared spaces Create or join a conference Use Chat and Instant messaging Set conference preferences, settings, and obtain information Manage contactsAbout the DCP License Package

Two types of license packages are available for Design Conferencing:

Design Conferencing Extension (DCX) license(Full license) Provides all DesignConferencing capabilities.

Design Conferencing Participant (DCP) license(Limited participant license)Provides for participation in a shared Pro/ENGINEER session without needing a

license of Pro/ENGINEER or DCX.

With the DCP license, you have the following capabilities:

You can create a conference, invite others, and use Chat and Instant Messaging. You can join a shared Pro/ENGINEER session. You can request control of a shared session. When given control over a session,

you can use the full capabilities of Pro/ENGINEER and Design Conferencing to

create and modify geometry as well as open files from the shared space.

The DCP license has the following limitations:

You cannot initiate a shared Pro/ENGINEER session. Only a participant with aDCX license can start a shared session by choosing Run. To conduct a shared session, at least one of the participants must have a full DCX

license. If the only participant with a DCX license leaves, the shared session ends

for all participants.

You cannot use Pro/ENGINEER outside the shared session.


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Design Conference Terminology

Design ConferenceA peer-to-peer event, enabling you to participate in ashared Pro/ENGINEER session that is synchronized for all conference participants.

It also allows you to share files and exchange messages with conference

participants.

Conference serverA program run on a machine that is set up to providecommunication links between the PTC Conference Center users.

o Local serverIf you have a Windows machine, you use your machine as a

local Conference server.

o Remote serverA Windows machine that is set up to act as a Conference

server.

Note: To run Design Conferencing on a UNIX machine, you must use a

Windows machine as a remote server.

PTC Conference CenterAn interface that enables you to conduct designconferences, access shared spaces, participate in Chat and Instant Messaging

sessions with other conference participants.

Shared SpaceA file location used to share conference files. Each conferencehas a dedicated shared space which is accessible only to the conference

participants. For Windows machines, the shared space is created locally in

encrypted folders on the user's hard drive. For UNIX machines, the shared space

is created on the machine that is used as a Conference server. The contents of

the shared space are synchronized for all conference participants who are logged

into the PTC Conference Center.

Shared sessionA synchronized session of Pro/ENGINEER that is run on allparticipants' machines in real time. The current session Presenter controls the

shared Pro/ENGINEER session, while other session participants observe the

Presenter's actions on their screens. The Presenter can grant control of

Pro/ENGINEER to another participant.

V-cardUser information that is stored in a .vcard file. The information storedin a V-card allows the PTC Conference Center to send invitations to conferences

to users anywhere on the Internet.

About the PTC Conference Center

To start working with other members of your team using Design Conferencing and

shared spaces, access the PTC Conference Center.

Using the PTC Conference Center, you can perform the following tasks:

Create a conference Join a new or reactivate an existing conference Invite participants and manage your invitations


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4

Manage your contacts Run and control a shared Pro/ENGINEER session Use Chat and Instant Messaging

To Access the PTC Conference Center

There are different ways to access the PTC Conference Center:

From the current Pro/ENGINEER sessionClick Applications > Conference.Note: You can browse the previously created shared spaces in the Folder

navigator by expanding the Shared Spaces node.

By starting a standalone Design Conferencing applicationDepending on yourinstallation, you can use a shortcut on the Windows desktop or from the Windows

Start menu, or enter a command in a system window. This lets you start the PTC

Conference Center without launching Pro/ENGINEER.

Note: You cannot run the Groove Transceiver and the Design Conference Server atthe same time. You must exit the Groove Transceiver to run Design Conferencing

and vice versa.

Design Conferencing for UNIX Machines

Consider this information for using Design Conferencing from a UNIX machine:

You cannot use a UNIX machine as a local conference server for running the PTCConference Center. A UNIX machine must connect to a Windows machine to use

it as a remote server.

Note: Any machine that acts as a Conference server for multiple users must

have sufficient free space available to accommodate those users.

Shared spaces are stored on the Windows machine that runs the PTC ConferenceServer.

Frequently Asked Questions About Sharing a Model

Who can place files in the shared space?

Any conference participant can place a model into the shared space at any time.

What happens when a model is saved to the shared space?

When the model is placed in the shared space, model data is encrypted and copied to

the corresponding shared space of each conference participants.

How secure is conference data when it is transmitted?

Before it is transmitted, the conference data is encrypted using the Groove software.


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Design Conferencing

5

If you are running Design Conferencing using a remote server, the transmitted data

is encrypted only after it reaches the Conference server.

What happens when the Leader shares a model without saving it?

When the Leader shares a model without saving it, the model data is streamed to all

session Observers, but is not available to them in the shared space. After the shared

Pro/ENGINEER session is over, the model is erased from memory on each Observer's

machine.

Who can make changes to or delete a model from the shared

space?

Once a conference session is over, any conference participant can access the shared

space and revise or delete the model files.

The shared space is intended as a temporary storage for the duration of the

conference. The shared space does not provide version control or change

management. If the model was saved to the shared space and you want to preserveit, copy the model to a local directory after the conference is over.

Who can save a model during a shared session?

During a shared session, session Observers do not have control of Pro/ENGINEER.

Only the current Presenter can save the model to the shared space.

If a shared Pro/ENGINEER session ends and the model not saved to the shared

space, upon exiting the session only the session Leader can save the model in

session to a local directory.

How can I share the model without allowing other conferenceparticipants to save it?

To prevent conference participants from keeping a model, open a model before you

start a shared Pro/ENGINEER session. Then you can initiate a shared session, and

use the model in session from the current Pro/ENGINEER session.

If the Presenter does not save the model during the shared session, and if the model

was not placed into the shared space, there are no model files that the participants

can access after the Pro/ENGINEER session is over.

If you do not want any session Observers to save the model in session, do not grant

them control of Pro/ENGINEER.

Who can save the model if the session Leader exits or the Leader'sPro/ENGINEER session is terminated?

Only the session Leader can save the model. If the Leader does not save the model

to the shared space, the model is not available to other conference participants.


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Who can delete a shared space?

You can delete the shared space on your machine. You cannot delete someone else's

shared space.

About User Accounts

User accounts are specific to the Conference server. Creating a new account

registers you on the server that is running Design Conferencing. You can have

several accounts on the same Conference server.

Note: Each user name must be unique for all users of Design Conferencing.

Listing Existing Accounts on the Conference Server

You can view all active accounts that were created on the Conference server by

clicking the down arrow in the User Name box in the PTC Conference Center

dialog box.

Deleting an Account

To delete a user account, log in to the PTC Conference Center as that user and click

Delete Account in the PTC Conference Center dialog box.

Note: A system administrator cannot delete a user account without entering its

passwords.

To Create a New Account

When you access the PTC Conference Center on the Conference server for the first

time, you must establish your user account on that server. Creating an accountautomatically logs you in to the PTC Conference Center.

1. Click Applications > Conference. The PTC Conference Center dialog box

opens.

2. If you are not connected to the server, click Server Controls to open the

Conference Server Host dialog box. To start the Conference server, click

Connect. After you successfully connect to the server, the server status in the

PTC Conference Center dialog box changes to Connected.

3. In the PTC Conference Center dialog box, click New Account.

4. Type your user name and password in the Create New Account dialog box.

Note: Your user name must be unique.

5. Click Apply. The system confirms that the account has been created.

6. Click OK.


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Design Conferencing

7

To Log In to the Conference Center


opens, listing the default Conference server and the connection status.

2. If you are not connected to the server, click Server Controls and click Start in

the Conference Server Host dialog box.

3. Specify the user name by selecting from the User Name list that contains

existing user accounts created on the Conference server. Note: By default, the

User Name list shows the name of the last user who successfully logged in to

the Conference server.

4. Type your password and click OK.

To Specify the Design Conference Server

For Windows UsersWindows users use their machines as local Conference servers.

To start or stop the Conference server:

1. Click Server Controls on the PTC Conference Center dialog box.

2. Click Start inthe Select Conference Server Host dialog box.

3. To disconnect, click Shutdown local server.

For UNIX Users

UNIX users must point to an existing remote Conference server (a Windows 32-bitmachine).

To change a remote server for a UNIX machine:

1. In the PTC Conference Center dialog box, click Server Controls. The Select

Conference Server Host dialog box opens.

2. Specify the remote server and click Start. After you have successfully connected

to the server, the server status in the PTC Conference Center dialog box

changes to Connected.

To Exit a Conference

Several commands can end your participation in a conference. Choose a command

depending on your intentions:

ExitCloses the PTC Conference Center and logs you out of the Conferenceserver. You can exit any time, even while in an active conference. To exit, click

Conference > Exit.


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Log outLogs you out of the Conference server without closing the PTCConference Center. If needed, you can log in again. To log out, click Conference

> Logout.

LeaveLets you leave the conference temporarily. When you leave theconference, you are placed in the My Conferences page, from where you can

reenter the same or join another conference, or create a new one. To leave aconference, click Leave at the bottom of the PTC Conference Center dialog

box. Leave is available only while in the conference.

Initiating a Conference

About a Design Conference

Consider these rules for conducting a design conference:

You can actively participate in only one conference at a time. You can leave andreenter a conference as needed.

Your privileges depend on your role in a conference. The conference Host candefine the conference settings, rename the conference, set rules for conference

access, and remove a participant from a conference.

During a shared Pro/ENGINEER session, you have access only to the sharedspace. You cannot open or save models that are stored elsewhere. You can add

models to the shared space by using the file management utility provided by the

PTC Conference Center, accessed by clicking .

Once the shared Pro/ENGINEER session has started, no new attendees areallowed to join the conference.

Conference Roles

In a conference, each participant is assigned a role. Functions and privileges of a

participant depend on the participant's role in a conference.

Conference roles are as follows:

HostThe creator and the owner of the conference. The Host is identified in thelist of participants by a blue diamond.

AttendeeA person who has accepted an invitation to a conference, but has notjoined a shared application session.

ObserverA conference participant who has chosen to participate in the sharedapplication session. Joining a shared session changes your role from an Attendee

to an Observer.

PresenterThe conference participant who is currently in control of the sharedapplication session.


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Design Conferencing

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LeaderThe participant who initiated a shared session. This personautomatically becomes the first Presenter. The Leader is the only person who can

save the part used in the shared Pro/ENGINEER session after the session is over.

General Conference Functions and Privileges

This table shows the functions and privileges of conference participants.

Function or

Privilege

Host Presenter Observer Attendee

Use Chat

Use Instant

Message

Create a

conference

(shared space)

Add objects to the

shared space

Invite participants

Functions and Privileges of Participants in a Shared Session

This table shows the functions and privileges of participants in a shared

Pro/ENGINEER session.

Function or

Privilege


Start a sharedPro/ENGINEER

session

Grant control


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10

Function or

Privilege


Pause/Playback

Request control

To Create a Conference


opens.

2. If you have previously opened an account, type your user name and password.Click OK.

Note: To create a new account, click New Account.

3. In the PTC Conference Center dialog box, click Create.

4. Enter the conference name.

5. If you want to prevent uninvited users from joining the conference, specify the

access code for the conference. Select Access code required,enter the access

code, and confirm it by typing it again. If you specify the access code, all

conference participants are required to enter the access code upon joining.

Tip: The conference Host can authorize whether a participant joins a conference.

To set this option, choose Conference > Preferences.

6. Click OK. The PTC Conference Center dialog box opens a conference page. The

conference participants, the conference name, and the session state are listed at

the top of the page. Your user name appears in the Participant list.

Note: Creating a conference creates a shared space for storing conference files.

7. You can now invite other participants to the conference.

User Profile and Conference Preferences

About Setting Conference Preferences

You can set the following conference preferences in the Preferences dialog box that

opens when you click Conference > Preferences:

User ProfileCreate your user profile by specifying your personal details. SelectPublish Information to allow other users in your domain to see your personal


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Design Conferencing

11

information. Select Export v-card to save the user profile as your design

conferencing v-card.

Conference ProfileEnable the host machine to allow or disallow a participantto join the conference. Select Restricted under Conference Security to restrict

participants from seeing the conference information unless the host is active in

the conference.

Session ProfileAllow or disallow certain PDM operation, if you select the PDMsystem as a data source for the session. Use the slider to set the mouse

animation speed. You can choose to keep the PDM cache secure for all

participants.

Note: Only a session leader can set PDM privileges before the shared session

starts.

Note: A conference host can set different access levels to the shared space for

conference participants.

About User Profiles

You can create and save your user profile. Your user profile is stored on the

Conference server.

You can also publish your user profile to make it available to other Conference

Center users within the same local area network. This enables other users to see

your profile information while you are logged into a conference server.

Note: To invite a colleague outside of your company's firewall, use a V-card.

To Create Your User Profile

1. Click Conference > Preferences. The Preference dialog box opens.

2. Click the User Profile tab.

3. Fill out your user profile information.

4. Perform one of the following actions:

o To publish your user profile to other users of Design Conferencing, click

Publish Information. When you publish your user profile, you make it

visible to other users who can see you online within the local network.

Note: This information can only be seen if you are logged into the

Conference server.

o To export a V-card, click Export VCard.


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12

Extending and Accepting Invitations

About Inviting Participants to a Conference

Any conference participant can invite other users to join. There are several ways to

invite participants:

Use the Invite Participants dialog box, accessed by clicking . Send an email invitation by using in the Invite Participants dialog box. Use the My Contacts dialog box, accessed by clicking Conference > My

Contacts.


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Design Conferencing

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To Invite Participants Using the Invite Participants Dialog Box

1. In the PTC Conference Center dialog box, click at the right bottom corner

of the dialog box. The Invite Participants dialog box opens.

2. In the Look in list, select a domain from which you want to select theparticipants.

3. Click to the right of the Look in list. You can now browse a list of users in

the current domain.

4. To invite a participant, select a name in the list and click . The system

informs you that the invitation was sent. Click OK.

5. When finished inviting participants, click Close.

6. When your invitations are accepted, the conference participants appear in the

Participant list as Attendees.

You can now use Chat or Instant Messaging, or start a shared Pro/ENGINEER

session.

To Invite a Participant Using My Contacts

You can invite participants to a conference using the My Contacts dialog box.

1. In the PTC Conference Center dialog box, click Conference > My Contacts.

The My Contacts dialog box opens.

2. Select a contact from the My Contacts list or use search. To select multiple

contacts to invite, click SHIFTor CTRL.

3. Click . The system send out invitations.

To Invite Participants by E-mail

You can invite participants by sending them e-mail invitations. To invite to a

conference by e-mail, you only need to know an e-mail address of the recipient.

1. In the PTC Conference Center dialog box, click at the right bottom corner

of the dialog box. The Invite Participants dialog box opens.

2. Click at the left bottom corner of the dialog box. A mail tool opens with the

invitation included.

3. Type e-mail address, provide any additional information, if desired, and click

Send.

After receiving an invitation to a conference by e-mail, the recipient can either join

the conference immediately or save the invitation to join that conference later.


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To respond to an e-mail invitation:

1. Open e-mail and double-click the attachment.

2. If you have a PTC Conference Center running, you can choose to use it, or you

can start a new application. If you start a new application, log in the PTC

Conference Center.

3. Join the conference or save the invitation by clicking Join Conference or Save

Invitation. If you save the invitation, you can later go to the My Invitations

page and join that conference.

Note: When you join a conference, the conference Host is added as a contact to

your contacts list.

To Accept Invitations

Note: If an invitation was sent to you while you were logged off, the invitation was

discarded.

Responding to an Instant Invitation

When someone invites you to a conference while you are logged into the PTC

Conference Center, the You have got an invitation! dialog box opens, listing the

Host and the conference name. To respond, click Accept Invitation or Decline

Invitation.

If you do not respond to an invitation, the dialog box closes in 30 seconds, and the

invitation is added to the My Invitations list.

Accepting an Invitation by Using the My Invitations page

1. In the PTC Conference Center dialog box, click or click Conference > My

Invitations. The My Invitations page opens.

2. Review the list of conferences to which you have been invited.

3. Select one or several conferences and click Accept or Decline at the bottom of

the dialog box. After you accept an invitation, the conference is listed in the My

Conferences page.

Participating in a Conference

To View Your Conferences

You can view existing conferences and the conferences of which you are a member

using the My Conferences page. From the My Conferences page, you can select a

conference that you want to join.


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Design Conferencing

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To list conferences, click or click Conference > My Conferences in the PTC

Conference Center dialog box.

The Look in list in the My Conferences page allows you to specify the location

where the system will search for conferences. The Look In list gives you the

following choices: LANSearch for conferences in the Local Area Network and list both the existing

conferences that you can see and those of which you are a member.

Subdomain in your local networkSearch for conferences in a specific, user-provided subdomain designation. Generate a list of both the existing conferences

that you can see and those of which you are a member.

Note: You can also enter your own domain to search for conferences.

My Conferences OnlyList only the conferences of which you are a member.In the conference list, each row contains the conference name, the conference Host,

and your role in the conference.

To Join or Reenter a Conference

After you accept an invitation, you become a conference participant. You can leave a

conference and then rejoin it later. You can also join a conference without an

invitation by searching your domain in the Local Area Network for available public

conferences.

To join or reenter a conference, open the My Conferences page in the PTC

Conference Center dialog box.

1. Access the PTC Conference Center.

2. In the PTC Conference Center dialog box, click , or click Conference > My

Conferences.

3. By default, the My Conferences page lists the conferences to which you have

accepted an invitation and those you created. To rejoin a conference, select a

conference from the list and click Reactivate.

4. (Optional) You can search for other conferences in your Local Area Network by

specifying the search location. On the My Conferences page, choose LAN in the

Look in list. Select a conference from the list of current conferences and click

Join.

To Remove a Participant from a Conference

Only the conference Host can remove a participant from an active conference.

1. Access the active conference page and locate a participant to remove.

2. Right-click a participant's name.

3. Click Remove from Conference.


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To Switch between Conferences

You can accept invitations to several conferences. However, you can be an active

participant of only one conference at a time. To switch between conferences, you

must leave the currently active conference.

1. If you are currently in a conference, click Leave.

2. Confirm that you want to leave by clicking OK. You are returned to the

conference home page.

3. To join another conference, select a conference and click Join or Reenter.

To Obtain Conference and Participant Information

You can obtain the following information on a conference and its participants:

Conference informationWhile on a conference page, click Action >Conference Information to list information about the conference and its Host.

Alternatively, you can right-click a conference in the My Conferences page andclick Conference Information. The Conference Info window lists conference

information, including the conference name, Host name, participant name, Host

machine name, and the type of access to the shared space.

Participant informationRight-click a participant's name and click ParticipantInformation.

To Rename a Conference

You can rename an existing conference. Renaming a conference renames the shared

space created for the conference.

1. Click Conference > Rename Conference. The Rename conference dialog boxopens.

2. Type a new name for the conference and click OK.

About Deleting a Conference

Deleting a conference ends your participation in the conference. Consider the

following information about deleting a conference:

If you are a conference participant, deleting a conference deletes your sharedspace that was created for the conference. The shared spaces of other conference

participants remain intact.

If you are a conference Host, deleting a conference deletes your shared space.Although this does not delete the shared space of other conference participants,

their shared spaces are no longer synchronized.

Tip: Before deleting a conference, close all Pro/ENGINEER models in session that are

referenced by the shared session.


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To Delete a Conference

1. To list conferences of which you are a member, click or click Conference >

My Conferences in the PTC Conference Center dialog box.

2. Select a conference to delete.

3. Click Conference > Delete Conference.

Tip: Joining a Previously Deleted Conference

Note: If you want to join the conference that you have previously deleted, you must

log out of the PTC Conference Center and log back in.

There are two ways to join the previously deleted conference (after you log back in

to the Conference Center):

Search the domain to find the conference you want to rejoin. Note that after youdeleted a conference, this conference is removed from the My Conferences list.

After you log back in to the PTC Conference Center, the Host can resend you aninvitation to the conference.

Running a Shared Pro/ENGINEER Session

About Running a Shared Application Session

To run a shared session of Pro/ENGINEER, you must first create a conference and

invite participants. Any conference participant can initiate a shared session. The

person who starts the shared Pro/ENGINEER session, the session Leader,

automatically becomes the Presenter and gains control over the session.

Any participant of the conference who joins the shared session by clicking

becomes an Observer. Participants of the shared session can take turns controlling

Pro/ENGINEER, and the Presenter's role can be transferred to an Observer.

The shared space that was created for the conference is the default location for

retrieving and storing conference files during the shared session. You can move all

required model files to this shared space before you start the session. This enables

you to share the files with other conference participants and access them during the

shared Pro/ENGINEER session.

Optionally, you can include your PDM system as a data source for the shared

session. This makes the primary server of the PDM system the default file locationfor database operations.

When the Leader clicks Run, the Leader has the choice of using the current or

starting a new Pro/ENGINEER session. For the Observers who join a shared session,

a new Pro/ENGINEER session is started automatically so that configuration settings

are properly synchronized.


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Note: If a new attendee joins the conference after the shared session has started,

the new attendee cannot replay the session-in-progress, but will be able to

participate in the next shared session.

Synchronizing Models for the Shared Session

Design Conferencing supports two methods for synchronizing Pro/ENGINEER sessions

so that the same Pro/ENGINEER model is in session:

Before the shared session starts, you can put the models be used for the sessionin the shared space. Then, during the shared session, the session Presenter can

open these models.

If at the beginning of the shared session the session Leader has models insession, these models are streamed to all Observers' machines.

About the Mouse Pointer in the Shared Session

When you join a shared Pro/ENGINEER session as an Observer, you do not havecontrol over the shared Pro/ENGINEER session.

Note: While observing a shared session, you can still run other applications.

During the shared session, you can observe the Presenter's pointer motions on your

screen. To enable the Presenter's mouse animation, set the configuration option

conf_mouse_anim to yes prior to the shared session.

Pro/ENGINEER Environment and Licenses for the Shared Session

The initiator of the shared Pro/ENGINEER session (the Leader) sets the environment

for all session participants. After participants join the shared session, the

config.pro and config.win configuration files are streamed from the Leader'smachine to the participants' machines.

When the shared session starts, all conference participants acquire the license

options of the session Leader. As control of the session is passed to a new

Presenter, any additional license options of the Presenter are included in the license

pool.

If a participant has contributed any license options to the shared license pool, the

respective license options are removed from the pool when that participant exits the

session.

To Run a Shared Session

Note: After the shared Pro/ENGINEER session has started, no new attendees are

allowed to join the conference.

1. While in an active conference, click Run inthe PTC Conference Center dialog

box. You automatically become the session Leader.

2. The system prompts you whether you want to use the current Pro/ENGINEER

session or prefer to start a new one. If you choose to run a new session, a new


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Pro/ENGINEER session starts in a separate window. Your role is now changed to

Presenter, and Run becomes inactive.

3. To start participating in a shared session, participants click . The role of each

participant is changed from Attendee to Observer. A new Pro/ENGINEER session

starts on each participant's machine. The shared session configuration is

determined by that of the session Leader.

4. The Presenter starts working with Pro/ENGINEER. All Presenter's modeling

activities are duplicated on each Observer's machine. In the course of the

session, the following activities may take place:

o The Presenter can transfer session control to a session participant.

o A session participant can request control over the session.

o Session participants can use Chat and Instant Messaging.

o The Presenter can stop or pause the session.

o An Observer can pause and resume the session where it was paused.

5. To terminate the session, click .

To Transfer the Role of the Presenter

Use one of the following methods to transfer control of a shared session:

An Observer can request to take the role of the Presenter. The Presenter mustapprove the request.

The current Presenter can grant the Presenter role to an Observer. The Observermust accept the role of the Presenter.

The conference Host can take over the session.To Request Control of a Shared Session

As an Observer, you can request control of a session.

1. In the PTC Conference Center dialog box, under Participants,locate the

Presenter.

2. Right-click the Presenter's name to open a shortcut menu.

3. Click Request Control. A dialog box with your request opens on the Presenter'sdesktop.

4. The Presenter clicks Accept or Decline. If the Presenter does not reply, the

request is pending until the next control transfer.

5. If the request is granted, right-click your name in the Participants list and click

Take Control. You become the Presenter and gain control of Pro/ENGINEER.


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To Grant Control of a Shared Session

As a Presenter, you can grant control of a shared session to an Observer.

1. In the PTC Conference Center dialog box, under Participants, locate an

Observer to whom you want to transfer the session control.

2. Right-click the Observer's name to open a shortcut menu.

3. Click Grant Control.

To Take Control of a Shared Session (for a Conference Host)

A conference Host can always take control over a session.

1. In the PTC Conference Center dialog box, right-click to open a shortcut menu.

2. Click Take Control. The current Presenter receives notification that the

conference Host has taken over the session.

Using the Session Controls

When you run a shared application session, use controls located under Conference

Session in the PTC Conference Center dialog box.

Action Who can do it How to do it

Initiate a session Any participant Click Run.

Start recording PresenterClick .

Play a currentsession Observer Click .

Pause or continue

a session

Any participantClick to pause.

(Presenter) Click

to continue.

(Observer) Click

to continue.

Exit a session Any participant Click .

Request control

over a session

Any participant Right-click the

Presenter's name and

click Request

Control.


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Action Who can do it How to do it

Grant control to

Observer

Presenter Right-click an

Observer's name and

click Grant Control.

PDM System as a Data Source for Design Conferencing

About Using a PDM System from Design Conferencing

When initiating a shared session, the session Leader can specify a PDM system such

as Windchill or ProjectLink as a data source for the shared Pro/ENGINEER session. If

the PDM system is included, the active workspace or project of the primary server

becomes the default file location for database transactions during the shared session.

In addition to the PDM system, the conference shared space is also available during

the shared session.

Session Leader as the PDM Master

By connecting to the PDM server, the session Leader assumes the role of the PDM

Master for the shared session. This means that the Leader's primary PDM server sets

the default file location for storage and retrieval. In addition, the session Leader can

also specify which database operations are allowed during the shared session. For

example, the session Leader can disallow a check-in.

Only the session Leader is required to have access to the PDM server. Other

conference participants can be on the other side of the firewall, and they are not

required to have access to the PDM server. Although the Presenter can initiate a

database operation, the operation is executed through the Leader's connection to the

PDM server.

If connected to the PDM server, the shared session allows participants to access

Windchill cabinets and the active workspace of the primary server.

When the PDM Master exits the shared session, the Pro/ENGINEER session ends for

all session participants.

To View the Authorized Operations

At the begi

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