SmarTeam Editor User Training Course Document

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SmarTeam User Training

SmarTeam User Course


1. Introduction to SmarTeam

2. Building a Project

3. Searching for SmarTeam Objects

4. Viewing SmarTeam Objects

5. Introducing Life Cycle Management

6. Using the Local Files Explorer

7. Managing Object Views

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Introduction to SmarTeam • What is SmarTeam?

• Classes and Sub-Classes

• Linking Information

• SmarTeam Main Window

• Exercises

1-


2- 3-

5- Introducing Life Cycle Management

• What is Life Cycle Management?

• Initiating Life Cycle Operations

• Life Cycle Workflow – Introduction

• Life Cycle Options

• Exercises

4- Viewing SmarTeam Objects • Viewing 2D Objects • Viewing 3D Objects • Print Options • Exercises

Searching for SmarTeam Objects • Search Tools

• Public vs. Private Searches

• Using an Existing Search

• Creating a New Search by Attribute

• Creating a New Search by Example

• Defining Search Attributes

• Finding Text in a Tree Browser

• Exercises

Building a Project • Adding a Project

• Adding Objects

• Viewing Pages

• Linking Objects

• Handling Objects

• Exercises

6- Using the Local Files Explorer • Local Files Explorer – Introduction

• Launching Local Files Explorer

• Object States

• Toolbar and Menus

• Exercises

7- Managing Object Views • Displaying Views

• Creating Views

• Setting View Options

• Exercises

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Overview

• What is SmarTeam?

– How SmarTeam Can Help You

– SmarTeam Features



– Tree Links

– General Links


– Object Trees

– Modifying Tree Properties

• Exercises

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What is SmarTeam?

SmarTeam is a revolutionary, rapidly implementable Product

Data Management (PDM) solution. SmarTeam enables you to

rapidly build a data model that is:

• Well structured

• Highly visual

• Fully customizable

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How SmarTeam Can Help You

SmarTeam:

• Organizes storage of and access to data and document

files

• Facilitates the flow of documents throughout the

organization

• Reduces costs of errors at every stage of development

• Enables greater control and security over data through

the use of revision management and electronic vaults

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SmarTeam Features

• Easy-to-use wizards that support a set of predefined

templates

• Revision control and life cycle management

• Embedded viewer for browsing files in their native

formats without needing the external application

• Comprehensive search tools

• Seamless integration with Microsoft Word® , Microsoft

Excel® , SolidWorks® , SolidEdge® , AutoCAD® and more

• Enhanced integration and customization tools

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Classes and Sub-Classes (1/2)

The data structure in SmarTeam is organized around Classes and Sub-

Classes, displayed in tree links.

• Lead Class

• Super Class

• Sub-Class

• Abstract Class

• Leaf Class

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Classes and Sub-Classes (2/2)

Super Class

Leaf Class

Leaf Class

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Linking Information

SmarTeam enables you to create two types of links between objects:

• Tree Links

• General (Associative) Links

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Tree Links Tree links describe hierarchical parent/child relationships between

all types of information in the SmarTeam database. Attributes, such

as quantity, can be defined in tree links.

Turbines Fuel Pump

Engines

Quantity=4

Quantity=32

Blades

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General Links

SmarTeam enables you to create general (associative)

links between any two related objects, regardless of type.

Effectivity Date = 15 July 2001 Jigsaw Design Document

Price List

~~~~ ~~~~~ ~~~~~ ~~~~~ ~~~~~

~~~~ ~~~~~ ~~~~~ ~~~~~ ~~~~~

Jigsaw Assembly

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SmarTeam Main Window

Toolbars

Menu Bar

Tree

Browser

Attribute

Name

Page Tabs

Profile Card

Attribute

Value

Sub-Tabs

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Object Trees • Each icon in a tree represents a Class. These icons help you identify the

information they represent

• Branches in each tree can be expanded or collapsed, as in Windows

Explorer

• You can reorganize objects by dragging and dropping them to a new

location

Drag and drop object to new

location

Click OK to confirm

Project A Project B

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Modifying Tree Properties (1/2)

You can modify the properties of a tree in the Tree Properties window.

Tree Menu

or

Right-click

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Define attributes to hide or

display

Click , to change

order of attributes

Click OK

Attributes

to be displayed

Define which

attributes

to display

Change order

of attributes

Modifying Tree Properties (2/2)

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Exercises

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• Exercises

1-


2- 3-






• Exercises








• Exercises


• Adding Objects

• Viewing Pages

• Linking Objects


• Exercises



• Object States


• Exercises


• Creating Views


• Exercises


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Overview (1/2)

• Adding a Project

• Adding Objects

– Adding Objects - Example

• Viewing Pages

– Viewing Profile Cards

– Viewing Links

– Viewing Notes

– Filtering Notes

– Viewing Revisions

– Viewing Files in the Viewer Page

– Modifying Page Properties

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Overview (2/2)

• Linking Objects

– Creating General Links

– Copying Links

– Accessing Linked Objects


– Updating a Profile Card

– Editing an Object’s File

– Deleting an Object

• Exercises

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Adding a Project

Right-click

Enter Mobile Phone

in the Description field

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Adding Objects

When adding objects to the SmarTeam data management structure:

• Data (metadata) about the object is added in the Profile Card

• For File-Managed Objects (objects representing a file):

– You add information regarding the file (file name and directory)

– The file remains in its original location

When adding objects to a tree:

• You can select from among various types of possible objects,

depending on which tree is displayed and on your setup

• The new object is displayed as a child of the selected object in

the tree (a Tree Link is created between the new object and

selected object)

• You must fill out a Profile Card for the new object

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Adding Objects – Example (1/4)

Right-click

Select Folder

Browser

Menu or

Documents

Icon

Mobile Phone

Project

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The Keypad Assembly

Folder is displayed in the

tree browser

Right-click

Enter Keypad Assembly Folder in

the Description field for the folder’s

Profile Card

Click OK

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Enter Assembly Specifications

in the Description field for the

document’s Profile Card

Click the Details Sub-Page Tab


Keypad Assembly

Folder

Details

Sub-Page

General Sub-Page

Enter the required information

in the File Info area: File type, File

name, Directory

Enter the creation date, in the User

Info area

Click OK

Click to confirm

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Repeating steps 2 through 5 enables you to add the following children to

the Mobile Phone project:

Folder: Standard Parts Folder containing Objects: Antenna, Battery

Folder: Custom Parts Folder containing Objects: Turbo Button, Soft Button

Mobile Phone Documents Window Folders


The Assembly Specifications document

has been created as a child to the

Keypad Assembly Folder using a tree

link

Keypad Assembly Folder

Custom Parts Folder

Standard Parts Folder

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Viewing Pages

SmarTeam enables you to view and edit information about the

selected object in a tree (such as a file, folder, document, drawing,

and so on) through a set of pages located on the right side of the

window. SmarTeam also enables you to change the displayed view

of a page by modifying its properties.

Page Types:

• Profile Card

• Links

• Notes

• Revision

• Viewer

• OLE (optional)

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Viewing Profile Cards (1/2)

The Profile Card page describes the general properties of the

selected object. Each Profile Card may have tabs at the bottom of

the window to open sub-pages of properties describing the selected

object. When you open a tree browser, the Profile Card is

automatically displayed for the selected object. Profile Card Tab

General Sub-Page

The following fields

are automatically

filled in by

SmarTeam:

ID

Revision

State

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Viewing Profile Cards (2/2)

Details Sub-Page

Profile Card Tab

Enter the required

information in the File

Info area:

File type

File name

Directory

Attach Object to File:

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Viewing Links The Links page enables you to view an object’s general links and access the

objects linked to it. This page is accessed by clicking the Links tab of the object in

the tree; the linked objects appear in sub-pages. In the example below, the Front

Skis document is linked to the Front Skis Items, as displayed in the Items sub-

page.

Front Skis

Document Front Skis Item

Items

Sub-Page

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Viewing Notes The Notes page enables you to view previously entered notes and enter a textual

description about the selected object. Notes added during

life cycle operations are also displayed here. The Notes page is divided into two

panes, as displayed in the example below.

Lower Pane

Selected Note Text

Select

Upper Pane

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Filtering Notes

The Notes Query window enables you to display only those notes which

meet defined criteria.

Right-click

Select to display

all revisions

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Viewing Revisions

The Revision page enables you to view the life cycle state of the selected object.

The life cycle states are indicated by an icon displayed next to each object on a

page.

Object’s

revisions Life Cycle

State Icon

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Viewing Files in the Viewer Page

In the Viewer page, you can quickly view an object’s file as it

appears in an external application, without actually launching

that application.

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Modifying Page Properties (1/2)

Each page in SmarTeam contains Headers and Values. Headers

are the list titles displayed at the top of the page. Values are the

data displayed in the lists for a specific object.

SmarTeam enables you to determine the display of Headers

and Values on any page (except Profile Card), including:

• Which attributes to display

• Order of appearance

• Style

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Modifying Page Properties (2/2)

Right-click

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Linking Objects

SmarTeam enables you to link objects (general links) together

regardless of their respective locations in tree links and regardless of

their types. The example below displays the various materials in the Shock

Pivot Plate project, which are linked to the selected document in the Shock

Pivot Plate project.

Shock Pivot Plate

Document

General Links

Links Tab

Sub-Page

Scroll Arrows

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Creating General Links

Shock Pivot Plate

Document

or

Search

results

Shock Pivot Plate

Material

Click Yes to confirm single link

Click All to confirm multiple links

Drag and drop Materials

Sub-Page

Shock Pivot Plate

Material

Object to be linked Materials Tree Documents Tree

Drag and drop

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Copying Links

Opens

Search

Editor

Drag and drop

Select

links to

copy

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Accessing Linked Objects

When you select a View option from the Links page of a linked object,

the links are listed in the view format that was selected. In addition to

viewing each linked object, you can also add, update, delete or edit

them.

Linked

object’s

options

Right-click

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Handling Objects

Information, describing an existing object can be modified in

the Profile Card. In addition, SmarTeam enables deleting an

object, as well as editing an object’s file with the external

application.

SmarTeam enables you to:

• Update a Profile Card

• Edit an object’s file

• Delete an object

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Updating a Profile Card

Right-click

When you update a Profile Card, you are not updating the actual file

attached to this project.

Select

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Editing an Object’s File

SmarTeam enables an object’s file to be edited with the external application

in which it was created. For example, a file representing a CAD

drawing can be launched in the CAD application (subject to setup by the

System Administrator).

Checked Out

Object

New

Object

Right-click

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Deleting an Object

Deleting an object from SmarTeam does not destroy the object:

• You can delete an object from the SmarTeam database.

or

• You can delete an object from the Tree Browser (Desktop):

– Tree links will be broken, but the object remains in the SmarTeam database.

– An object can be located by a search after its tree link has been deleted.

Right-click

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Exercises

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• Exercises

1-


2- 3-






• Exercises








• Exercises


• Adding Objects

• Viewing Pages

• Linking Objects


• Exercises



• Object States


• Exercises


• Creating Views


• Exercises


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Overview (1/2)

• Search Tools



– Running an Existing Search

– Viewing Search Results


– Displaying Search by Attribute Window

– Defining Search Options and Search Properties

– Specifying the Fields to Display

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– Displaying Search by Example Window

– Defining Search Options and Search Properties

– Selecting the Classes

– Selecting the Attributes and Defining the Search

Conditions



• Exercises

Overview (2/2)

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Search Tools

• Search Editor - View and modify previously defined searches.

• Search by Attribute - Create a new search by selecting a class

and entering search criteria for it.

• Search by Example - Create an advanced search from multiple

classes, based on the attributes in these classes as well as the

attributes in the relationship (link) between these classes.

• Find Text - Find text in a displayed Tree Browser.

Search

Editor

Find

Text

Search by

Example

Search by

Attribute

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Public vs. Private Searches

Public Search Defined or deleted by System Administrator only

Can be run by all users via the Search Results window

Can be modified by a user and saved as a Private search

Private Search Defined by System Administrator or user

Only available to the user who defines the search

Can be run by the user via the Search Results window

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Using an Existing Search

• Running an Existing Search

• Viewing the Results of a Search

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Ownership

Predefined

Search

Search

Editor

Window

Running an Existing Search

or

Edit Menu Find

Object Select All SolidWorks

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Viewing Search Results

• In the Search Results window you can:

– Add, delete or update objects

– Edit or view the file related to the selected object

– Drag one or more objects from the displayed window to a different

window in order to create an associative link

All SolidWorks

Results Window

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Creating a New Search by Attribute

This option enables you to create a search from a selected class. You must define search criteria by entering search information in the attribute fields.

• Displaying Search by Attribute Window

• Defining the Search Options and Properties

• Specifying the Fields to Display

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Displaying Search by Attribute Window

or

Edit Menu

+

Search Editor Window

Search

Options

Class

Search by

Attribute

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Defining the Search Options & Search Properties

• Specify Search Options:

– Match case

– Retrieve only last public revisions

– Make search public to all users (only Sys Admin)

• Specify Search Properties:

– Enclose strings in quotation marks (“string”)

– Logical operation between non-empty fields is always

AND

– Conditional operators: | (or), & (and), > (greater than),

and so on.

– If no operator is specified, = (equal to) is assumed

– Wildcard characters (*) are allowed in strings

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Specifying the Fields to Display (1/2)

Select AutoCAD 2000

from the File Type

dropdown list

Click the Details

sub-page

Select the Documents Class

Click the Details sub-page

Select AutoCAD 2000 from the File type

dropdown list

Click

Search by Attributes Window

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Search by Attributes Window

Specifying the Fields to Display (2/2)

Selected Attributes

Select to make search public

to all users

Select Attributes Window

Select the required attributes

Click

In the Search by Attributes window,

select Make search public to all users

Click

The AUTOCAD 2000 Search Results

window is displayed

AUTOCAD

2000

Search

Results

Window

8

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Creating a New Search by Example

This option enables you to create an advanced search across multiple classes, based on the attributes in these classes as well as the attributes in the relationship (hierarchical and general links) between these classes. You must choose classes, select attributes and define search criteria.

• Displaying the Search by Example Window

• Selecting the Classes

• Selecting the Attributes & Defining the Search

Conditions

• Search Options

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Displaying Search by Example Window

Class Tree

Participating

Class Area

Criteria Area

+

Search Editor Window Search by

Example

or

Edit Menu

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Defining the Search Options & Search Properties

• Specify Search Options:

– Match case

– Retrieve only last public revisions

– Make search public to all users (only Sys Admin)

• Specify Search Properties:

– Enclose strings in quotation marks (“string”)

– Criteria on same line: AND Operation

– Criteria on different lines: OR Operation

– Conditional operators: | (or), & (and), > (greater than), etc.

– If no operator is specified, = (equal to) is assumed

– Wildcard characters (*) are allowed in strings

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Selecting the Classes

1st Class 2nd Class

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Selecting the Attributes & Defining the Search Conditions

1. Select the Projects and Items

classes and drag them to the

Participating classes area.

2. Double-click Description

3. Double-click Supplier

4. Enter *pivot plate*

5. Select the RES-0001 supplier

6. Click Run to display the Items

Results window

Items

Results

Window

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Defining Search Attributes (1/2)

= Equal to =10 or =new

.. Specifies a range 12..65

(ranging from 12 to 65)

< Less than <32 (less than 32)

<= Less than or equal to <=32

(less than or equal to 32)

> Greater than >22 (greater than 22)

>= Greater than or equal to >=22

(greater than or equal to 22)

<> Not equal to <>34 (not equal to

34)

! Not equal to !new (not equal to

new)

& And - specifies that the

search >34&<>45 must meet both

requirements (greater than 34 and not for

this field. number 45)

| Or - specifies that the search

1..6|12..18 must meet one of the

(ranging from 1 to 6 or

requirements for this field. from 12 to

18)

Attributes Description Example

= Equal to =10 or =new

.. Specifies a range 12..65

(ranging from 12 to 65)

< Less than <32 (less than 32)

<= Less than or equal to <=32

(less than or equal to 32)

> Greater than >22 (greater than 22)

>= Greater than or equal to >=22

(greater than or equal to 22)

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Defining Search Attributes (2/2)

Attributes Description Example

<> Not equal to <>34 (not equal to 34)

! Not equal to !new (not equal to new)

& AND – specifies that the

search must meet both

requirements for this field.

>34&<>45

(greater than 34 and not

equal to 45)

| OR – specifies that the search

must meet one of the

requirements for this field.

1..6|12..18

(ranging from 1 to 6 or from

12 to 18)

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Finding Text in a Tree Browser

or

Edit Menu

Tree

Results

The Front Skis project

is selected

Enter

Front Skis Click

Find Next

Find Text

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Exercises

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• Exercises

1-


2- 3-






• Exercises









• Exercises


• Adding Objects

• Viewing Pages

• Linking Objects


• Exercises



• Object States


• Exercises


• Creating Views


• Exercises

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Overview

• Viewing 2D Objects

– 2D Viewing and Zooming Tools

– Redlining

– 2D Redline Tools

• Viewing 3D Objects

– 3D Viewing and Zooming Tools

– 3D Measuring and Sectioning Tools

• Print Options

• Exercises

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Viewing 2D Objects • Display 2D drawings by clicking on the Viewer tab of the selected object.

Functionality includes various zooming capabilities, viewing layers,

viewing blocks, viewing external references, rotation tools and flipping

tools.

• Selecting the Redline icon displays an additional set of Redline

toolbars.

2D Toolbar

2D Toolbar

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2D Viewing and Zooming Tools (1/2)

Select icon

for Magnify Window

Select icon

for Bird’s Eye Window

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2D Viewing and Zooming Tools (2/2)

Select Blocks icon to select

the required block

Select Layers icon

to select the layers

to display

Select block

Click OK

Select layer to display

Click OK

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Redlining

Redlines are lines, arrows, text and objects placed on a CAD

drawing for descriptive purposes, such as to specify changes;

the actual drawing is not changed.

Select the Redline icon to activate the redline options,

displaying additional toolbars.

Functionality includes:

• Multiple markup layers

• Moving between layers

• Color and shape changes

• Adding callouts and notes

• Distance and area measurements

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• Exercises

1-


2- 3-






• Exercises








• Exercises


• Adding Objects

• Viewing Pages

• Linking Objects


• Exercises



• Object States


• Exercises


• Creating Views


• Exercises


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Overview (1/2)


– Life Cycle Operations

– Life Cycle State Icons

– Selecting Life Cycle Screen Mode


– Life Cycle Tab Pages


– Life Cycle Workflow – Checking In a New Object

– Life Cycle Workflow – Checking Out/In an Object

– Life Cycle Workflow – Releasing an Object

– Life Cycle Workflow – Creating a New Release

– Life Cycle Workflow – Defining an Object as Obsolete

– Life Cycle Workflow – Summary

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Overview (2/2)


– Life Cycle Options – Propagating an Operation

– Life Cycle Options – Handling Objects Individually

– Life Cycle Options – Showing Relations Being

Modified

– Life Cycle Options – Showing Parents of an Object

– Life Cycle Options – Replacing with Selected

Revision

– Life Cycle Options – Switching Children to Latest

Available

• Life Cycle and Operations Report

• Exercises

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What is Life Cycle Management?

SmarTeam enables you to maintain and manage any

information related to a revision-manageable object, together with all its components (children), throughout its life cycle.

SmarTeam life cycle management enables you to do the

following:

• Automate the flow of objects and all other revision-

manageable objects through different stages of

development

• Control and access the many revisions of an object

• Save and restrict access to files using an electronic

vault

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All new objects are automatically assigned the temporary state

New .

As you revise an object, you can perform the following life cycle

operations:

Check In Changes object’s state to Checked In. Moves the object’s file to

the Check In vault for safekeeping, where it is publicly available.

Check Out Creates a minor revision of the object. Copies the

object’s file from the vault to the user’s working directory so it

can be modified by the current user only.

Release Creates a major revision of the object. Moves the object’s file to

the Release vault, preventing further modification.

New Release Creates a new revision of the object. Checks out a new

version of the released object’s file for modification.

Obsolete Changes the object’s state to Obsolete. Moves the object’s file

to the Obsolete vault, where it becomes inactive.

Life Cycle Operations

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Life Cycle State Icons

Life cycle icons are displayed to the left of each object in a tree browser.

Life Cycle

State Icon

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Selecting Life Cycle Screen Mode SmarTeam life cycle screens can be displayed in Light mode or Advance mode. Use Light mode to manage single objects, and Advance mode to manage assemblies and their children.

Light Mode

Advance Mode

When in Light mode, click to switch to Advance mode.

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Initiating Life Cycle Operations

Select a life cycle operation to move an object to a different life cycle state. All operations are initiated in one of three ways:

or

Life Cycle Menu

Right-click

Life Cycle

Options

Life Cycle

Options

or

Right-click Revisions Tab

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Life Cycle Tab Pages

In both Light mode and Advance mode, there are three tab pages

available for entering information and choosing options:

• General – for setting general options, such as file name,

destination directory (and optionally, revision number)

• Effectivity – for setting the current phase, and the

dates during which the phase is in effect

• Options – for copying general links, overwriting

previous revisions and propagating the operation

In Advance mode, there are also tab pages for different views, such

as Profile Card, Links and Viewer.

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Life Cycle Workflow – Introduction

The workflow for describing the typical sequence of life cycle operations

for an object in SmarTeam is as follows:

User SmarTeam

a

b.0 a

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Life Cycle Workflow – Checking In a New Object

After creating a new object, protect it from modifications that

cannot be tracked by performing Check In.

user-guide.doc

User SmarTeam

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Life Cycle Workflow – Checking Out/In an Object

An object must be checked out of the vault before making modifications to

it. To make the modified file available to all users, it must be checked back

in to the vault.

user-guide.doc

Rev a.0

User SmarTeam

user-guide.doc

Rev a.0

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Life Cycle Workflow – Releasing an Object

Releasing an object in SmarTeam releases it for the next

development phase.

User SmarTeam

Completed draft

of user guide

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Life Cycle Workflow – Creating a New Release

Modification to a released object can only be made by carrying out

a New Release operation to create a new revision.

user-guide

2nd draft.doc

User SmarTeam

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Life Cycle Workflow – Defining an Object as Obsolete

Defining an object as obsolete means that it can no longer be

activated, released or modified.

User SmarTeam

user-guide

2nd draft.doc user-guide

1st draft.doc

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Life Cycle Workflow – Summary

The diagram below summarizes the life cycle operations that can be

performed on an object during each of its life cycle states.

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Life Cycle Options

When in Advance mode, SmarTeam enables you to

perform the following life cycle options, as described in

the following slides:

• Select Destination Vault

• Propagating an Operation

• Handling Objects Individually

• Showing Relations Being Modified

• Showing Parents of an Object

• Replacing with Selected Revision

• Switching Children to Latest Available

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Life Cycle Options – Selecting Destination Vault

When you use the Advanced view to Check In objects, the vault directory path

where the object’s file will be saved is automatically displayed. You can select a

different destination vault.

Click to display

directory browser

and select a

different vault.

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Click OK

Life Cycle Options – Propagating an Operation

When conducting the Check In or Release life cycle operations on all objects, you can

extend the operation by propagating it to include all the selected object’s children.

Check Out Window

Right-click

Select Propagate Operation

Parent Assembly

Operation for children

changed to Check Out

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Life Cycle Options – Handling Objects Individually

When conducting life cycle operations on sub-assemblies (children), you can:

• Perform the same revision operation together with the assembly

• Copy the file to the working directory (the child remains in its current state)

• Perform no operation on a selected object

Check Out

Copy File

No

Operation

Right-click

Right-click an object’s icon to display the

popup window:

Select the required option

Click

Available states

Check Out Window

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Life Cycle Options – Showing Relations Being Modified

When conducting the Check Out or New Release life cycle operation, this option

displays the parents or children of an object that is currently being modified.

The children and/or parents of

the selected object that are

currently being modified are

displayed

Select Relatives Being Modified

Check Out Window

Actions Button

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The parents of the selected

object are displayed, including

their revision statuses

Life Cycle Options – Showing Parents of an Object

When conducting the Check Out or New Release life cycle operation, this option

displays the parents of a selected object, including their current revision statuses.

Select Show Parents

Check Out Window

Actions Button

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Life Cycle Options – Replacing with Selected Revision

In SmarTeam, an object can have several revisions as it is checked in and out of the

vault. If you are currently performing a life cycle operation, such as Check Out on one

of the revisions, you can check out a different revision of the object in its place.

Check Out

Window

Select Replace with

selected revision

Select a different

revision

Click

Actions Button

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Life Cycle Options – Switching Children to Latest Available

When checking out an assembly or creating a new revision, you can select the latest

revision of all the objects children by using the Switch Children to Latest Available

option. This enables all child objects to revert to the latest available revision.

New Release

Window

Select Switch children to latest

available

Actions Button

Operation for children

reverted to latest available

revisions

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Life Cycle and File Operations Report

The Life Cycle and File Operations Report utility displays

error and warning messages before a life cycle operation is

actually performed by SmarTeam.

• Life Cycle and Operations Report Window

• Life Cycle and Operations Report – Show Tree

Important: The Life Cycle and File Operations Report window

is only generated when the parameter LifeCycleEvaluationReport=True

is set in the SmTeam32.ini file.

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Life Cycle and File Operations Report Window During a life cycle operation that cannot be completed due to an error or

warning message, the Life Cycle and File Operations Report window

appears, as illustrated.

The upper pane displays a list

of all errors and messages

generated for the selected

operation.

When you select and highlight a

specific warning or error message

in the upper pane, an explanation

and instructions how to proceed are

displayed in the lower pane.

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Life Cycle and File Operations Report – Show Tree

By clicking Show Tree in the Life Cycle and File Operations Report

window, the window expands to display a structured tree in the left

pane, as illustrated.

When you first display

the left pane, the

object selected in the

upper pane is selected

in the tree for quick,

user access.

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Exercises

109 of 18


111 of 18






• Exercises

1-


2- 3-






• Exercises








• Exercises


• Adding Objects

• Viewing Pages

• Linking Objects


• Exercises



• Object States


• Exercises


• Creating Views


• Exercises


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Overview

• Local Files Explorer – Introduction


• Object States

• Toolbar

• Menus

• Exercises

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Local Files Explorer – Introduction

The Local Files Explorer enables you to maintain

an orderly work area by:

• Browsing working directories

• Selecting files which have been viewed,

copied or referenced

• Viewing the Profile Card of a selected object

• Viewing and deleting selected files

• Viewing locked objects

• Analyzing and repairing undefined objects

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Launching Local Files Explorer

Tools Menu Local Files Explorer

Left Pane: Lists

working directories

Right Pane: Displays all files

copied from the vault to the

user’s working directory.

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Object States

File was copied for

viewing

File was checked out

File was copied

File was copied and

referenced

Reference Found

Undefined file (not

from SmarTeam)

The State column indicates each object’s current

reference and process status.

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Toolbar

Refresh

Help

ProfileC

ard

Analyze

Files

Repair

found

copies

Delete

Add

Directory

to list

Select

All

Select

Undefined

files

Select

All

Absent

files

Show

Owner

Object

Select

All

Found

Copies

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Menus

View menu

File menu Select menu

Menus

Select to show the

object’s Profile Card

or owner object

(for locked objects)

Select all copied

objects

or all viewed

objects,

as required

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Exercises

120 of 18






• Exercises

1-


2- 3-






• Exercises








• Exercises


• Adding Objects

• Viewing Pages

• Linking Objects


• Exercises



• Object States


• Exercises


• Creating Views


• Exercises


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Overview

• Displaying Views

– Top Down Tree

– Single Object View

– Where Used List

– Composed of View

– Bottom Up View

– General Links View

– Revisions View

• Creating Views

– Save as View Option

– Selecting Defined Views for Toolbar


• Exercises

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Displaying Views

SmarTeam enables you to display information in various formats called

views, which are derived from the selected object in the tree browser. Each

view provides a different graphic representation of your information and

provides different functionality. Custom views can be created as well.

Right-click

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View Types – Top Down Tree

• Displays a tree browser as a hierarchical display of objects in

SmarTeam for the selected object.

• When you add a new object to SmarTeam in this view, the

object is placed in the tree browser and is linked as a child to the

selected object (tree link).

Children of

Selected Object

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View Types - Single Object View

The Single Object view is a mini-search based on object name that

enables you to locate and display one object at a time.

Run Last Prev

Clear Next

Navigation Tools

ID Number

First

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View Types – Where Used List • Displays a list of all the different parents of an object, meaning all the

locations in a tree browser to which the selected object has been linked as

a child (tree links).

• When adding a new object in this view, the new object is automatically

linked as a parent to the object displayed in the title bar of the window.

Parents of

Part SWP-0035c

Selected Child Assembly (SWP-0035c)

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View Types – Composed of View

• Displays a list of all the different children of an object, meaning all the objects

that are linked as children to the selected object in the tree browser (tree links).

• When you add a new object to SmarTeam in this view, the new object is

automatically linked to the head object as a child.

Children of

Fold-0015

Selected Parent Folder (Fold-0015)

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View Types – Bottom Up View

• Displays a hierarchical tree browser in which the parents of an object are

linked beneath their child using a tree link.

• When adding a new object in this view, the object is placed in the tree

browser and is linked as a parent to the selected child.

Child of

Fold-0034

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View Types - General Links View (1/2)

Displays objects of another Class linked to the selected object.

Right-click

Materials Class

selected in the Classes Sub-Menu

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View Types - General Links View (2/2)

The objects belonging to the Materials Class that are linked to the selected

object are displayed in the Materials related to ACAD Drawing window, below.

Selected object (DWG-0010) from the

Documents Class

The objects belonging to the

Materials Class that are linked

to the selected object

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View Types – Revisions View

Displays all the different revisions of an object.

Note: This view is equivalent to the Revision tab.

You can update or delete an object in this view, but you cannot add a new

object in this view.

Revisions of

Selected Object

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Creating Views – View Maintenance Window (1/2)

In addition to views provided by SmarTeam, you can custom-design new

views based on previously defined searches. Any of these views can be selected

as the default view when launching SmarTeam.

Click to display

View Data Window

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Creating Views – View Data Window (2/2)

Save new view

View Data Window

Select Icon

for Viewer

Toolbar

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Save as View Option

This option enables you to create a new view based on an existing view as you

work in SmarTeam.

Fill in fields

Click to select from the

Icon Browser Window

Click Save

Right-click

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Selecting Defined Views for Toolbar

or

Click to Select

Click to Select All

List of defined

views

Defined views

for toolbar

To run a defined view:

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Setting View Options

The View Options window enables you to set specific view options, including:

• Whether separate windows are opened for various views

• The window size

• Whether warning messages are generated when certain actions are carried

out

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Exercises

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Date post:	03-Dec-2014
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