Team Center

Introduction to Teamcenter

Student GuideDecember 2010

MT25100 Teamcenter 8.3

Publication NumberMT25100_S_0830

Proprietary and restricted rights notice

This software and related documentation are proprietary to Siemens ProductLifecycle Management Software Inc.

2010 Siemens Product Lifecycle Management Software Inc. All RightsReserved.

All trademarks belong to their respective holders.

2 Introduction to Teamcenter MT25100_S_0830

Contents

Proprietary and restricted rights notice . . . . . . . . . . . . . . . . . . . . . . 2

Course overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Course objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Key benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Learning tracks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Training materials provided . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Accessing Teamcenter online help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Introduction to Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Product lifecycle management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2Basic concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4Teamcenter applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5Teamcenter interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6Rich client interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7Teamcenter rich client perspectives and views . . . . . . . . . . . . . . . . . 1-10

Starting Teamcenter sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-11Logging on to the Teamcenter rich client . . . . . . . . . . . . . . . . . . . . . 1-12

Using the Getting Started application . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13Selecting application perspectives in the rich client . . . . . . . . . . . . . . . . 1-14Using the Show View command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15Activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17

Configuring the Teamcenter rich client interface . . . . . . . . . . . . . . 2-1

Managing the Teamcenter client interface . . . . . . . . . . . . . . . . . . . . . . . 2-2Open a rich client perspective . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Switch between open perspectives . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4Close a rich client perspective . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

Views available to rich client application perspectives . . . . . . . . . . . . . . . 2-6Display and move a view in rich client . . . . . . . . . . . . . . . . . . . . . . . . 2-7

Working with the rich client navigation pane . . . . . . . . . . . . . . . . . . . . . 2-8Configuring the display of applications . . . . . . . . . . . . . . . . . . . . . . 2-10Display primary and secondary applications . . . . . . . . . . . . . . . . . . 2-11Show or hide the navigation pane in the rich client . . . . . . . . . . . . . 2-12

Introduction to Teamcenter 3

Contents

Configuring the Quick Links section . . . . . . . . . . . . . . . . . . . . . . . . 2-13Add a folder to your rich client quick links . . . . . . . . . . . . . . . . . . . . 2-14Manage your links in the rich client . . . . . . . . . . . . . . . . . . . . . . . . 2-15Add a link to your list of links in the rich client . . . . . . . . . . . . . . . . 2-16Customize your I Want To links in the rich client . . . . . . . . . . . . . . . 2-17Add a task to the rich client I Want To list . . . . . . . . . . . . . . . . . . . 2-18

Searching in Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19Manage rich client saved searches . . . . . . . . . . . . . . . . . . . . . . . . . . 2-20

Use favorites to organize your data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21Add a subfolder to your Favorites list . . . . . . . . . . . . . . . . . . . . . . . 2-22Rename a folder in the Favorites list . . . . . . . . . . . . . . . . . . . . . . . . 2-23Remove a link or folder from the Favorites list . . . . . . . . . . . . . . . . . 2-24

Customizing the toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-25Button groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26Remove buttons from the toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-27Add buttons to the toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-28Change the order of buttons in the toolbar . . . . . . . . . . . . . . . . . . . . 2-29Show or hide the toolbar in the rich client . . . . . . . . . . . . . . . . . . . . 2-30

Using the information center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-31Set information center display options . . . . . . . . . . . . . . . . . . . . . . . 2-32

Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-33Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-34

Working in My Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Working with My Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2My Teamcenter and My Teamcenter (2007) applications . . . . . . . . . . . . . 3-3Basic My Teamcenter concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Basic My Teamcenter tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Using component views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6Using the Summary view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8Using the Details view table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10Using the Viewer view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12Using the Impact Analysis view . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14

Organize data in folders and pseudofolders . . . . . . . . . . . . . . . . . . . . . . 3-16Home, Newstuff, and Mailbox folders . . . . . . . . . . . . . . . . . . . . . . . 3-18Working with folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-19Create a new folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20Rename a folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21Reorder objects in a folder or view . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22Print a folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23Delete a folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24

Object references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-25Cutting, copying, pasting, and deleting data objects . . . . . . . . . . . . . . . 3-26Cut data objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-27Copy data objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-28Pasting data objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29


Contents

Paste the contents of the clipboard . . . . . . . . . . . . . . . . . . . . . . . . . 3-30Paste an item or item revision and specify the relation type . . . . . . . 3-31Pasting object references to applications outside the Teamcenterenvironment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-32

Dragging and dropping data objects . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-33Activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-35Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-36

Viewing and modifying object properties . . . . . . . . . . . . . . . . . . . . 4-1

Viewing and modifying object properties . . . . . . . . . . . . . . . . . . . . . . . . . 4-2View property values in the Details table . . . . . . . . . . . . . . . . . . . . . 4-4View properties of a single object in the Properties dialog box . . . . . . 4-5View properties of multiple objects in the Properties dialog box . . . . . 4-6Modify the properties of a single object . . . . . . . . . . . . . . . . . . . . . . . 4-7Modify the properties of multiple objects simultaneously . . . . . . . . . . 4-9Find and replace property values and add prefixes and suffixes . . . . 4-11Working with relation properties . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12Modify the properties of a single relation object . . . . . . . . . . . . . . . . 4-13Modify the properties of multiple relation objects simultaneously . . 4-14

Configuring table data display in the rich client . . . . . . . . . . . . . . . . . . 4-15Configure the Details view table . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16Reposition columns in a table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17Sort data in a table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18Remove columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19

Printing information about your data . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20Print object information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22Print objects information from the Properties dialog box . . . . . . . . . 4-23

Activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26

Working with items in Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Items and item revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Basic item structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3Item types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4

Creating items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5Create an item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6Add master form data to an item . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9

Creating item revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10Create a new revision of an item . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11

Using sequences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12Sequence ID display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13Managing revision sequences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-14

Item and item revision relations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15Automatically defined relation types . . . . . . . . . . . . . . . . . . . . . . . . 5-16User-specified relation types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17


Contents

Managing alternate and alias identifiers . . . . . . . . . . . . . . . . . . . . . . . . 5-19Initial identifier attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-20Alias identifiers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21Alternate identifiers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22

Opening items and item revisions in My Teamcenter . . . . . . . . . . . . . . 5-23Open an item or item revision in My Teamcenter . . . . . . . . . . . . . . . 5-24

Filtering the item revision display in My Teamcenter . . . . . . . . . . . . . . 5-25Filter the item revision display in My Teamcenter . . . . . . . . . . . . . . 5-26

Creating new items based on existing items or item revisions . . . . . . . . 5-27Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-28Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-29

Creating and managing datasets . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Dataset objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2Dataset named references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3View and modify named references . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4

Create a new dataset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5Open datasets in the rich client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9Dataset versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10Key points about dataset versions . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11Revert to a previous dataset version . . . . . . . . . . . . . . . . . . . . . . . . 6-12Purge dataset versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13

Create a new dataset by drag-and-drop . . . . . . . . . . . . . . . . . . . . . . . . . 6-14Creating datasets or dataset revisions based on existing datasets . . . . . 6-15Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17

Performing and managing searches . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Searching in Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2Using quick search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3Perform a quick search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4Perform an advanced search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5Query for dataset sequences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6

Using the Search view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7Change your search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9Using wildcard characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10

Saving searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-11Save search results to your My Saved Searches folder . . . . . . . . . . . 7-12Save search results to a subfolder of My Saved Searches . . . . . . . . . 7-13

My Saved Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-14Perform a saved search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-15Customize saved searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-16Share saved searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-17

Working with search output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18Working with search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-19


Contents

Using the Search Results view . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-20Navigate the search results and adjust the display setting . . . . . . . . 7-22Renaming search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-23Rename search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-24Close search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-25

Compare search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-26Printing search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-28Print a snapshot of the search results tree . . . . . . . . . . . . . . . . . . . . 7-29

Running reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-30Examples of reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-31Generate a Report Builder report . . . . . . . . . . . . . . . . . . . . . . . . . . 7-32Generate an item report on a Teamcenter object . . . . . . . . . . . . . . . 7-33Item report examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-34

Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-35Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-36

Navigating the relation hierarchy of an object . . . . . . . . . . . . . . . . 8-1

Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2Access Relation Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3Relation Browser user interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4Using the Relation Browser view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5Using the Image Thumbnail Preview view . . . . . . . . . . . . . . . . . . . . . . . 8-7Using the Graph Overview view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8Using the Properties view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9Where-referenced and where-used searches . . . . . . . . . . . . . . . . . . . . . 8-10Perform a graphical where-referenced search . . . . . . . . . . . . . . . . . 8-11Where-used search overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-15

Activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-21Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-22

Course summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Applying data security practices . . . . . . . . . . . . . . . . . . . . . . . . . . A-1

User groups and roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2Key points about groups and roles . . . . . . . . . . . . . . . . . . . . . . . . . . A-4Change your group and role setting . . . . . . . . . . . . . . . . . . . . . . . . . A-5Set your default group and role . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6

Checking data into and out of the database . . . . . . . . . . . . . . . . . . . . . . A-7Using explicit checkout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9Using implicit checkout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10Check out an object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-11Check in an object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-13Transfer checkout to another user . . . . . . . . . . . . . . . . . . . . . . . . . A-15Canceling a checkout request . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-17View the checkout history of an object . . . . . . . . . . . . . . . . . . . . . . A-18

Controlling data access and ownership . . . . . . . . . . . . . . . . . . . . . . . . A-19


Contents

Rules-based protection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-20Object-based protection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-21Controlling object access working with ACLs . . . . . . . . . . . . . . . . A-22View access privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-23View access privileges example . . . . . . . . . . . . . . . . . . . . . . . . . . . A-24Add accessors and grant privileges . . . . . . . . . . . . . . . . . . . . . . . . A-25Modify access privileges on an object you own . . . . . . . . . . . . . . . . A-27

Authorized data access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-28Configuring authorized data access (ADA) . . . . . . . . . . . . . . . . . . . . . A-29Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-30Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-31

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


Course overview

The Introduction to Teamcenter course introduces the concept of productlifecycle management (PLM) and working in a collaborative environmentto share product data. You will become familiar with the rich client userinterface and learn the basics of using the Teamcenter software. Thesesoftware applications include My Teamcenter, embedded viewer, and RelationBrowser.

Course objectives

To become familiar with the rich client user interface and learn the basicsof using the Teamcenter software.

To learn the basic concepts of product lifecycle management.

To use the rich client user interface to perform basic user tasks.

To create and work with Teamcenter items and item revisions.

To organize, manage, and secure product data.

To use various navigation methods to locate, view, and report on productdata.


Course overview

Key benefits

Key benefits for completing the course objectives include:

Working in a product lifecycle management environment to organize,manage, locate and secure product data, such as parts, documents,requirements, throughout the product lifecycle.

Using the rich client interface to perform basic user tasks and organizeproduct data.

Configuring the navigation pane for efficient access to frequently usedproduct data and functions.

Creating Teamcenter items and managing the item revisions.

Prerequisites

Familiarity with basic Windows operating system commands.

Audience

The primary audience for this course is the consumer.

The potential audience for this course includes:

User profile Job goalConsumer Gather informationReviewer Provide feedback

AuthorAdminister product structure, create data,and relate objects

Installer Install, upgrade, migrate, and configuresoftware

Application administrator Administer users, configure security, defineworkflow handlers, and define dataset types

Learning tracks

Learning tracks for Teamcenter are found on the Siemens PLM Softwaretraining Web site: http://training.ugs.com/tracks/index.shtml


Course overview

Training materials provided

Material Description

Student Guide

Contains all content.

Is yours to keep and make notes.

Reference tear-out pages in the back of the bookinclude the:

Course agenda.

Classroom data sheet.

Student login user IDs and numbers.

Student profile, to help us better meet yourtraining needs.

Course evaluation, which is also provided online.

Activities

Activities are provided online in electronic formatand designed to appear on the left of the monitor.

Ask your instructor how to access the activitiesfollowing the conclusion of the class.


Course overview

Accessing Teamcenter online help

The Teamcenter Help Library covers functionality from end-user tasks tocustomization instructions.

To access the Teamcenter Help Library:

In the rich client, choose HelpHelp Library or press CTRL+F1.

In the thin client, choose HelpWeb Collection to access the thin clienthelp, or choose HelpGeneral Collection to access the full library.

To access help for the current application:

In the rich client, choose HelpCurrent Application or press the F1 key.

Note

You cannot access application-specific help in the thin client.


Lesson

1 Introduction to Teamcenter

Purpose

This lesson introduces the basic concepts of the Teamcenter product lifecyclemanagement software and some commonly used Teamcenter applications.

Objectives

After you complete this lesson, you should be familiar with:

Basic concepts of product lifecycle management (PLM).

An overview of some commonly used Teamcenter applications.

How to start Teamcenter.

Help topics

Additional information for this lesson can be found in:

Getting Started with Teamcenter

Rich Client Interface Guide

Thin Client Interface Guide

Introduction to Teamcenter 1-1


1.1 Product lifecycle management

Product lifecycle management (PLM) is an essential element in effectivelycreating and using global innovation networks to enable organizations andtheir partners to collaborate at every stage of the product lifecycle. PLMprovides businesses with unified information at every stage of the productlifecycle include planning, development, execution, and support.

1-2 Introduction to Teamcenter MT25100_S_0830


1.2 Basic concepts

Teamcenter is a suite of digital product life cycle management solutions builton an open PLM foundation that:

Integrates idea management and requirements planning into the digitallife cycle management, product development, and manufacturing process.

Links OEMs, partners, and suppliers with secure global access to yourproduct knowledge based on access rules.

Enables consistent, repeatable processes and commonality.

Teamcenter supports all phases of the product life cycle, including planning,development, execution, and support by providing tools for:

Content, report, requirements, and schedule management

Product structure and configuration management

Product visualization

Change management

Manufacturing process management

Classification and reuse

CAE Data Management

Repeatable Digital Validation

Teamcenter vendor management

Maintenance, repair, and overhaul

Data sharing

Industry solutions

Dimensional Planning and Validation (DPV)

Electronic Design Automation (EDA)



1.3 Getting started

Teamcenter is a virtual gateway to your companys product informationconnecting all who need to collaborate with product and process knowledge.Teamcenter enables you to digitally manage your product and manufacturingdata in the context of the product lifecycle.

Using Teamcenter software, you can:

Provide all users in your global organization access to data in real time.

Connect people, processes, and information while integrating with currentbusiness systems.

Establish a flexible solution to manage change in a globally distributedenvironment.

Create, capture, secure, and manage corporate knowledge for greatestcorporate leverage.

Reuse physical and intellectual capital of the organization.

Provide information to downstream applications, such as enterpriseresource planning (ERP) systems.



1.4 Teamcenter applications

Some of the most commonly used Teamcenter software applications includeMy Teamcenter, Structure Manager, embedded viewer, Workflow Viewer,and Change Manager.

My Teamcenter is the workspace you use to manage your productinformation, such as parts, documents, specifications, requirements. MyTeamcenter serves as the main access point for many commonly usedfunctions, such as creation of items, checkin/checkout, task management,and query execution.

Note

Much of the basic functionality present in My Teamcenter isavailable in many of the Teamcenter applications.

Use Structure Manager to create, view, and modify product structures.Structure Manager also manages product structures that were created inan MCAD program such as NX.

Structure Manager allows creation of generic bills of materials that showdifferent configurations of components.

The visualization tools available in Teamcenter, both the embeddedviewer and stand-alone Lifecycle Visualization, enable nontechnical usersto interpret design data, review product structure, and mark up issuesfor collaboration.

Workflow Viewer presents a dynamic user interface to view the progressof a workflow process for an object, whether it is currently in process orhas already achieved its final status.

Change Manager enables functionality to initiate, administer, review,approve, and execute product changes. By automating the change process,Change Manager can minimize change-related rework and coordinatetasks to be performed by individuals across the organization.



1.5 Teamcenter interfaces

The rich client interface is used by authors, manufacturing authors,administrators, and other users to:

Manage the design and configuration of product data.

Create and maintain processes and process structures.

Configure and maintain Teamcenter.

Access data stored in the Teamcenter database.

The thin client interface is used by consumers, manufacturing consumers,and reviewers to:

View data, including product structure and variant information.

Approve data attached to a workflow task.

Visualize 2D drawings and 3D model.

The thin client interface is ideal for suppliers, production staff, and otherusers who do not require extensive authoring or administrative access toTeamcenter.



1.5.1 Rich client interface

The rich client interface has a standard menu bar and toolbar with optionsthat vary depending on the currently active application perspective. Youcan place the cursor over a rich client toolbar button to display a tool tipdescription.

1 Back andForward

The Back and Forward buttons allow you to movebetween loaded Teamcenter applications. The smallarrows next to the buttons let you select from the listof currently loaded applications.

2 Applicationbanner

The application banner shows the name of the activeapplication and lists the current user and role. Youcan double-click the user and role to display the UserSettings dialog box in which you can change yourcurrent role if multiple roles are available to youruser.

3 Search box The Search box provides predefined quick searchesusing dataset, item ID, item name, keyword search,and advanced search features.



4 Navigationpane

The navigation pane provides quick access to thedata you use most. In addition to finding, organizing,and accessing your data, you can configure thedisplay of the Teamcenter perspective buttons in thenavigation pane to display only those perspectivesthat you use regularly to perform your tasks.

5 Applicationpane

The application pane displays the applicationperspectives that are open in your Teamcentersession. By default, the Getting Started applicationperspective displays a single Getting Started view.

Note

Application perspectives are composed of viewsthat can be moved elsewhere in the Teamcenterwindow, or can be dragged out to the desktop.Such detached views remain connected toTeamcenter and continue to function in concertwith other views.

6 Getting Startedapplicationbutton

Provides access to the Getting Started application.

7 Primaryapplications

Primary application buttons provide access toyour most frequently used Teamcenter applicationperspectives.

8 Secondaryapplications

Secondary application buttons provide accessto Teamcenter application perspectives you useinfrequently.

9 Server anduser interfaceconditionsymbols

The server and user interface condition symbolsshow the current status of the rich client interfaceand the Teamcenter server.

The user interface responsiveness symbolsindicate the condition of the rich client:

The user interface is responsive.

The user interface is unresponsive.

The server readiness symbols indicate the stateof the Teamcenter server:

The server is ready, but there is no currentcommunication between the client and theserver.



The server is busy.

The server appears to be idle.

The server appears to be disconnected.

10 Clipboardbutton

The clipboard button displays the ClipboardContents dialog box, which contains referencesto objects that have been cut or copied from yourworkspace. The total number of objects on theclipboard is displayed to the right of the symbol.



1.5.2 Teamcenter rich client perspectives and views

Within the Teamcenter rich client user interface, functionality is providedin perspectives and views. Use perspectives and views to rearrange how thefunctionality is presented.

PerspectivesAre containers for a set of views and editors that exist within theperspective.

A perspective exists in a window along with any number of otherperspectives, but only one perspective can be displayed at a time.

You can add and rearrange views to display multiple sets ofinformation simultaneously within a perspective.

You can save a rearranged perspective with the current name, orcreate a new perspective by saving the new arrangement of viewswith a new name.

ViewsEnable you to navigate a hierarchy of information, display informationabout selected objects, open an editor, or display properties.

Views that work with related information typically react to selectionchanges in other views.

Changes to data made in a view can be saved immediately.

Any view can be opened in any perspective, and any combination ofviews can be saved in a current perspective or in a new perspective.

Objects selected in a view may provide context for a shortcut menu.The shortcut menu is usually displayed by right-clicking.



1.6 Starting Teamcenter sessions

When you start Teamcenter, you establish a session. After the session isestablished and Teamcenter is running, you open the perspectives (rich client)or applications (thin client) used to perform your tasks.



1.6.1 Logging on to the Teamcenter rich client

The rich client logon window has the following fields:

User ID

This is a required value. User accounts are created by administrators inthe Organization application. You must provide a valid account ID tointeract with Teamcenter.

Password

Passwords are created by administrators in the Organization application.

Group

This is an optional value. A group is an organizational collection of userswho share data. A user account can belong to multiple groups and mustbe assigned to a default group. Groups are created by administrators inthe Organization application. If you do not specify a group, the defaultgroup associated with the user account is used.

Role

This is an optional value. Function-oriented cluster of users that modelsskills and/or responsibilities. The same roles are typically found inmany groups. Roles are created by administrators in the Organizationapplication. If you do not specify a role, the default role associated withthe group is used.

Server

Specify the server to provide database access for your rich client session.Servers are configured during installation.



1.7 Using the Getting Started application

The Getting Started application lets you begin work.

1 Find a partand begin mywork

This option is the same as the Search box in thenavigation pane.

2 Open MyTeamcenteror Worklist

Loads My Teamcenter with your worklist displayed,if it has any tasks to perform or track, or loads MyTeamcenter with your Home folder displayed.

3 View/Edita productstructure

Loads and displays the Structure Manager application.

4 View/Edit mycompanysclassificationdata

Loads and displays the Classification application.

Note

The navigation pane also lets you start an application or search fordata to begin your work.



1.8 Selecting application perspectives in the rich client

In the rich client, you can select an application perspective either of two ways:

Use the navigation pane to select a primary or secondary application or toinclude other available applications in the primary or secondary listings.

Tip

If the navigation pane is not visible, use the WindowNavigationPane menu command to display it.

Select a perspective using the WindowOpen Perspective menucommand.

Note

Not all perspectives may be installed or licensed at your site, andyour site may have added or renamed perspectives after installation.Also, the order presented by the WindowOpen Perspective menucommand is an automatic alphabetization that gives precedence touppercase letters over lowercase letters. The order of presentation mayvary at your site.



1.9 Using the Show View command

Relevant views are displayed automatically when you select an application.To display a view in an application, you can use the WindowShow Viewmenu command.

Choose the WindowShow View menu command to display a list ofcommon and recently-used views.

ChooseWindowShow ViewOther to display the Show View dialog box.

The Show View dialog box organizes views in categories such as General,Admin, Application, Diagnostic, Inspector Category, Manufacturing,Projects, Teamcenter, Utilities, Visualization, and Other.

Note

Available views and categories may be different at your site.



1.10 Activity

In the Introduction to Teamcenter section, do the following activities:

Start Teamcenter and open a perspective.



1.11 Summary

The following topics were taught in this lesson:

Basic concepts of product lifecycle management (PLM)

An overview of some commonly used Teamcenter applications

How to start Teamcenter


Lesson

2 Configuring the Teamcenterrich client interface

Purpose

This lesson provides instruction about working in the Teamcenter userinterface and configuring the user interface to efficiently perform yourstandard tasks.

Objectives

After you complete this lesson, you should be able to:

Work in perspectives and views.

Configure the navigation pane.

Configure the toolbar.

Help topics





Configuring the Teamcenter rich client interface

2.1 Managing the Teamcenter client interface

You can make your Teamcenter client a more efficient tool to accomplishyour work by:

Changing the view layout in your applications

Changing user settings

Adjusting information center options

Working with the navigation pane

Configuring the toolbar

Managing options and preferences

Configuring data display in tables



2.2 Open a rich client perspective

You open an application perspective in the rich client in any of the followingways:

Click the application button in the navigation pane.

Select the perspective from the WindowOpen Perspective menu.

Select an object in a navigation view and use the Send To shortcut menucommand to select an application.

Double-click an object in a navigation view to open the perspectiveassociated with that object type.

For example, to open My Teamcenter in the rich client, click My Teamcenterin the navigation pane.

If you do not see My Teamcenter listed as a primary application, check forthe My Teamcenter button in the secondary application button bar atthe bottom of the navigation pane. You can use Configure Applications ( )at the bottom of the navigation pane to find and place the My Teamcenterbutton in the navigation pane.



2.2.1 Switch between open perspectives

Use any of the following methods to change from the currently displayed openperspective to another open perspective:

Use the Back button in the toolbar, its associated menu, , orCtrl+Shift+F8 to display an application opened before the currentapplication.

Use the Forward button in the toolbar, its associated menu, , orCtrl+F8 to display an application opened before the current application.

Hold down Ctrl+F8 to display a Perspectives menu, and then release F8and use your mouse or your keyboard arrows to select the perspective todisplay.



2.2.2 Close a rich client perspective

You close an application perspective in rich client in any of the following ways:

Click in the application banner.

Select the application, and then select FileClose.

Note

If you click the X in a view tab, only the selected view is closed and theapplication perspective remains active.



2.3 Views available to rich client application perspectives

Rich client perspectives may have one or more views; most currently havea single view. For example, the Schedule Manager application perspectivehas, by default, a single Schedule Manager view.

You can add views to any perspective, remove views, rearrange views and,in the case of perspectives provided with the rich client, restore the defaultlayout of a perspective.



2.3.1 Display and move a view in rich client

This procedure uses the example of opening and moving the Image ThumbnailPreview view in the My Teamcenter perspective.

1. With the My Teamcenter application open, choose WindowShowViewImage Thumbnail Preview.

The Image Thumbnail Preview view appears in the My Teamcenterperspective.

2. Click the Image Thumbnail Preview tab. Do not release the mouse button.

3. Move the mouse to drag the tab to another area in the perspective oroutside the Teamcenter window entirely.

Note

The stack cursor appears as you drag the view across otherview tabs.

4. Release the mouse button to drop the view in the desired location.

As you move the view around the current perspective, the mouse pointerchanges to the appropriate drop cursor to indicate where the view will bedocked when you release the mouse button.

Note

If a view is moved outside the Teamcenter window, you can clickand drag the view tab into the application perspective to return it tothe Teamcenter window.

Dropcursor Description

The view is placed at the top of the window.

The view is placed at the bottom of the window.

The view is placed on the left side of the window.

The view is placed on the right side of the window.

The view is placed in the stack of views in the current area.

The view cannot be placed in the current area.



2.4 Working with the rich client navigation pane

The rich client navigation pane provides quick access to the data you usemost. You can use the rich client navigation pane to find and organize yourdata and to help you perform common tasks, such as creating a part, creatinga dataset, or applying a status to a part.

1 Upper part of thenavigation pane

Quick-open Search provides predefinedsearches using dataset, item ID, itemname, keyword search, and advancedsearch features.

Quick Links provide access to your Homefolder, worklist, saved searches, and weblinks.

Open Items displays links to items thatare open in an active perspective.

History displays links to Teamcenterperspectives or objects that you opened.Links are displayed in reverse order; thelast object you opened is the first displayedin the History list.

Favorites displays links to Teamcenterobjects that you have designated asfavorites.



I Want To provides links to the toolsused to complete tasks that you performrepeatedly, such as initiating a process orchange.

2 Primary applicationbuttons

Provide access to your most frequently usedTeamcenter applications.

3 Secondary applicationbuttons

Provide access to the Teamcenter applicationsthat you use infrequently.

4 ConfigureApplications button

Provides access to the tools you can use toconfigure the display of primary and secondaryapplications.

Note

You can also show or hide the navigation pane.

To show or hide the navigation pane:

Choose WindowNavigation Pane.



2.4.1 Configuring the display of applications

You can configure the display of applications in the navigation pane bychoosing a command from the Configure Applications menu at the bottomof the navigation pane. Menu commands include the following:

Show More Applications

Shows more applications in the listings for primary applications andsecondary applications.

Show Fewer Applications

Shows fewer applications to the listings for primary applications andsecondary applications.

Navigation Pane Options

Specify and organize applications for listing as primary applications andsecondary applications.

Add or Remove Buttons

Moves applications between the primary applications and the secondaryapplications list.

Dragging the sash up or down in the navigation pane automaticallyadjusts the number of application buttons that appear in the primary andsecondary application lists.

Note

If you use the Show Fewer Applications command and the secondaryapplication area cannot contain all the applications you select todisplay, the applications that do not fit are displayed at the bottom ofthe Configure Applications menu .



2.4.2 Display primary and secondary applications

For each application you want to display in the navigation pane as primary orsecondary applications, follow these steps:

1. Click at the bottom of the navigation pane and choose NavigationPane Options.

2. In the Navigation Pane Options dialog box, select applications from theAvailable Applications list and move them to the Primary Applicationslist or Secondary Applications list using the button.

Tip

You can change the display order of the applications using theup arrow and down arrow buttons located next to the PrimaryApplications or Secondary Applications lists.

3. Click OK.



2.4.3 Show or hide the navigation pane in the rich client

Choose WindowNavigation Pane to display or hide the navigation pane. Acheck mark on the left of the Navigation Pane menu command indicatesthe navigation pane is displayed.



2.4.4 Configuring the Quick Links section

You can configure your Quick Links section by:

Adding or removing containers (folders).

Renaming containers.

Organizing the display order of quick links containers.

Note

You cannot delete or rename the Home, My Worklist, My Projects, MyLinks, My Saved Searches, or My View/Markup containers.



2.4.5 Add a folder to your rich client quick links

1. In My Teamcenter, select a folder from the tree and click the Customizelink in the Quick Links section of the navigation pane.

2. In the Customize Quick Links dialog box, click the Paste button .

3. Click OK.

The folder is added to the Quick Links section of the navigation pane.

Note

If there is not enough space to display all your Quick Links in thenavigation pane, click View All to display the full list.



2.4.6 Manage your links in the rich client

The My Links section of the navigation pane provides quick access to the Websites that you visit most. When you click a link in the list, the Web pageopens in a separate browser window.

You can add links to the list, remove links from the list, and change the orderin which links appear in the list.



2.4.7 Add a link to your list of links in the rich client

1. Click the My Links link in the Quick Links section of the navigation pane.

2. In the Customize My Links dialog box, click the Create a new Web linkbutton .

3. In the New URL dialog box, enter the following information:

a. In the Name box, type the name that will be displayed for the link inyour My Links list.

b. Type the URL for the link in the URL box.

c. Click OK.

4. Click OK to close the Customize My Links dialog box.

The link is added to your My Links list.



2.4.8 Customize your I Want To links in the rich client

The I Want To links, which are both user-specific and application-specific, canprovide quick access to the tools you use to perform common tasks.

When you create an I Want To action, you do so in the context of thecurrently active application.

To create the same action in a different application, you must repeat theprocess.

The Create an Item, Create a Dataset, and Create a Workflow Process linksare provided in your Teamcenter installation.

You can add links to other tasks, remove links to tasks, and organize thedisplay order of tasks.



2.4.9 Add a task to the rich client I Want To list

1. Click the Customize link in the I Want To section of the navigation pane.

2. In the Customize I Want To dialog box, select an action from the AvailableEntries tree.

3. Click the Add button to add the action to the Selected Entries list.

4. Click OK.

The task is added to your I Want To list.



2.5 Searching in Teamcenter

The Teamcenter search functionality lets you find data in the Teamcenterdatabase.

The Quick Search feature in the navigation pane lets you search for data byspecifying the dataset name, item ID, item name, or a keyword.

Note

Quick search results cannot be saved to your saved searches list.

You can use saved queries to search for your work in the Teamcenter databaseor in databases that are part of a Multi-Site Collaboration network. Savedqueries are grouped into three categories:

My Saved Searches

This category contains queries that you ran previously and chose to savefor later use.

You can save the results of a search and add the search to your My SavedSearches list. In both the rich client and thin client, you can share asaved search. In the rich client, you can restrict sharing to specifiedgroups of users.

System Defined Searches

This category contains both standard queries and custom queries definedby your Teamcenter administrator. Standard queries allow you to searchby common parameters such as item identifier. Custom queries allow youto search for data that is unique to your site or company.

Search History

This category contains the most recently run queries. By default, thelast eight queries are listed, but you or the administrator can change thenumber of queries shown.



2.5.1 Manage rich client saved searches

To manage saved searches in the My Saved Searches container, you can:

Add searches.

Remove searches.

Rename searches.

Organize searches.

You can also choose to display search results in a list or in a tree format toshow relationships between objects.



2.6 Use favorites to organize your data

You can use favorites to track objects you access frequently, such as parts,forms, or processes.

Use one of the following methods to add the objects to your Favorites list inthe navigation pane:

Right-click the object and choose Add to Favorites .

Select the object in any hierarchy or detail view and drag it to a folder inthe Favorites list in the navigation pane.

To display the object, click the link in the Favorites list. The file is opened inthe application associated with the object or data type. For example, clickinga link to a Word document opens the file in Microsoft Word. Clicking a link toan item revision opens the item revision in My Teamcenter.

Note

You can organize your favorites into folders using the OrganizeFavorites dialog box. Click the Organize button in the Favorites sectionto access the Organize Favorites dialog box.



2.6.1 Add a subfolder to your Favorites list

1. Click the Organize link in Favorites section.

2. In the Organize Favorites dialog box, click the Create New Folder button

.

3. Type a name for the new folder and click OK.

4. Click Close.



2.6.2 Rename a folder in the Favorites list


2. In the Organize Favorites dialog box, select the folder to rename.

3. Click the Rename button .

The Rename favorites folder dialog box appears.

4. Type the new folder name in the New name box.

5. Click OK.

6. Click Close.



2.6.3 Remove a link or folder from the Favorites list


2. In the Organize Favorites dialog box, select the link or folder from the list.

3. Click the Delete button .

4. Click Close.



2.7 Customizing the toolbar

You can add commands or remove commands from Teamcenter rich clientperspectives.

The Customize Toolbar shortcut menu command displays theCustomize Toolbar dialog box.

The Customize Toolbar dialog box lets you add commands to the toolbaror remove commands from the toolbar for each Teamcenter rich clientperspective you use frequently.

The Restore Defaults shortcut menu command returns a perspectivetoolbar to its default state.

Note

Some Teamcenter options do not have symbols associated with them.When you add these options to the toolbar, the generic button isdisplayed and the command name is shown as a tool tip when you movethe mouse cursor over the button.



2.7.1 Button groups

Buttons in the toolbar are grouped by default. The groups displayed by theGetting Started application cannot be edited.

For other groupings, you can move buttons to different positions.



2.7.2 Remove buttons from the toolbar

1. Right-click in the toolbar and choose Customize Toolbar.

The Customize Toolbar dialog box appears.

2. In the Toolbar details list, select the button you want to remove.

3. Click the Remove button.

4. Click OK.

The button is removed from the toolbar.



2.7.3 Add buttons to the toolbar



2. In the Toolbar details list, select the group to which you want to add abutton.

3. In the Menubar details list, select the button you want to add.

4. Click the Add button .

The option appears in the Toolbar details list.

5. (Optional) Select the option and click the Move Up button or the MoveDown button to change the position of the button in the toolbar.

6. (Optional) Insert a separator after a button by selecting the option in thelist and clicking the Sep button.

7. Click OK.

The button is added to the toolbar.



2.7.4 Change the order of buttons in the toolbar



2. Select an option in the Toolbar details list.

3. Click the Move Up button or the Move Down button to change theposition of the button in the toolbar.

4. Click OK.



2.7.5 Show or hide the toolbar in the rich client

Choose WindowToolbar to display or hide the toolbar. A check mark onthe left of the Toolbar menu command indicates the toolbar is displayed.



2.8 Using the information center

When you select an object, such as an item, in a Teamcenter rich clientapplication, information about the selected object is shown in the informationcenter. The information center is located at the bottom of the Teamcenterwindow, to the left of the clipboard.

Information center symbols convey where-used and where-referenced, accessprivilege, child count, and status information about the selected object. Todisplay the information, point to the symbol. The information displays inthe form of a tool tip.

Note

The indicator in the upper-right corner of any of the symbols in theinformation center indicates that the status represented by the symboldoes not apply to the selected object. For example, the indicatorin the corner of the In Process symbol indicates that the object isnot in process.

Symbol DescriptionObject access: Write access is permitted on the selected object.

Object access: Delete access is permitted on the selected object.

Object access: Change access is permitted on the selected object.

Object state: The object is the target of an active workflow process.

Object state: The object is checked out of the database.

Object state: The object is released.

Object state: The object is published.

Object state: The object is classified.

Where used: Where-used count for the currently selected object.

Where referenced: Where-referenced count for the currentlyselected object.

Children: Number of children of the selected component.



2.8.1 Set information center display options

1. Right-click in the information center.

The Update Options dialog box appears.

2. Select or clear the check boxes to configure the display of information.

3. Click OK.



2.9 Activities

In the Configuring the Teamcenter rich client interface section, do thefollowing activities:

Configure the navigation pane.

Work with perspectives and views.



2.10 Summary

The following topics were taught in this lesson:

Working in perspectives and views

Configuring the navigation pane

Customizing the toolbar


Lesson

3 Working in My Teamcenter

Purpose

The purpose of this lesson is to introduce the basics of working in the MyTeamcenter application and organizing your working environment.

Objectives

After you complete this lesson, you should be able to:

Work in My Teamcenter views.

Organize data in folders.

Use various commands to work with data.

Help topics





Working in My Teamcenter

3.1 Working with My Teamcenter

The My Teamcenter perspective consists of component views, for selectingobjects and navigating hierarchies, and various related views for displayingand working with summaries, details, impact analyses, and relatedinformation.

Along with the various views, the user interface consists of menus, toolbaricons, symbols, and display panes. Some of these are generally available inTeamcenter, while others are specific to My Teamcenter or to a particularscenario in My Teamcenter.



3.2 My Teamcenter and My Teamcenter (2007) applications

The Teamcenter rich client provides both the new My Teamcenter perspectiveand the previously released My Teamcenter (2007) perspective.

The My Teamcenter user interface consists of multiple views perspectivedesigned to provide access to the latest Teamcenter features andfunctionality.

The My Teamcenter (2007) user interface consists of a single viewprovided for compatibility with customizations that may need to beupdated for My Teamcenter.

Both the My Teamcenter user interface and the My Teamcenter (2007) userinterface consist of menu commands, toolbar buttons, and related userinterface elements common to multiple Teamcenter applications. Most ofwhat you do to accomplish a particular goal is the same in either interface.

Note

This training uses only to the current version of the My Teamcenteruser interface.



3.3 Basic My Teamcenter concepts

My Teamcenter displays product information as various graphical objects.

Each user has a unique personal My Teamcenter perspective. Therefore,although you may share product information across the enterprise with otherusers, you can always organize this information in the way that best meetsyour individual needs.



3.4 Basic My Teamcenter tasks

You can use My Teamcenter to perform the following tasks:

Create folders to organize commonly referenced objects.

View the contents of your Home folder, My Worklist, My Saved Searches,and My Links.

Perform and track tasks.

Send and receive mail.

Open objects, automatically launching the related Teamcenter application.

Search for objects, both in your local site database and at remote sites,using predefined queries.

Compare search results to other searches or other open search results.

Create and manage items, item revisions, and datasets.



3.5 Using component views

Every object opened in My Teamcenter gets its own component view, whichsupports standard navigation functionality such as expand, expand-all, anddouble-click, as well as standard context-specific shortcut menus.

To open an object in a new component view, you can:

Select an object in the navigation pane, right-click, and choose SendtoMy Teamcenter.

Select an object in a current component view and choose FileOpen.

Double-click an item or item revision in a current component view.

When you open an object in My Teamcenter, a new component view openswith the opened object as the root.

This view lets you navigate the content of the opened object. For example,opening My Worklist from the navigation pane opens an instance of thecomponent view with your worklist as the root node. Similarly, opening theNewstuff folder opens a component view with your Newstuff as the root nodeand clicking My Projects opens a component view with your current projectas the default node.

A component view includes the following elements:

Search Text box and button

Finds and select objects whose display names match the search text.

Clear button

Removes the text from the Search Text box.

Collapse to the root object button



Expand the selected objects button

Expand the selected objects to all levels button



3.5.1 Using the Summary view

The Summary view lets you see properties for a selected object and editattributes such as name or description for supported items for which youhave appropriate permissions.

The configuration and contents of the Summary view vary according to theinformation display configured for type of object selected.

The Summary view toolbar includes buttons to let you check out andedit the properties of objects, check in and save edited properties, cancelcheckout, or save changes and keep checked out.

The area at the top of the view displays basic information about theselected object.

The Summary view may include the following expandable and collapsibleareas:

One or more Properties areas

A Preview if a 2D dataset is selected or is attached to the selecteditem or item revision

An Actions area listing actions appropriate to the selected object

Tabs, such as Overview, Attached Files, and Available Revisions aredisplayed, as needed, to organize information about the selected object.



Action buttons Add New, Paste, and Copy are displayed. The location ofthese buttons vary based on the objects selected.

List, table or tree view selection buttons for objects.

When the functionality is enabled, you can see when other users areavailable for instant messaging with Microsoft Office Communicator. Youcan view the current status of the owning and last modified users, andyou can click the Microsoft Office Communicator symbol in Teamcenterto initiate communication.



3.5.2 Using the Details view table

Tables presented in separate views have their own menus for configuration.

The Details view presents a tabular display of properties of the children ofthe object currently selected in the component view.

The Details view menu includes the following options:

Refresh

Column

Displays the Column Management dialog box. Use this dialog box toselect properties to display and column order.

Save Column Configuration

Displays the Save Column Configuration dialog box. Use this dialogbox to save the current column configuration of the Details view tabledisplay. You can access saved column configurations using the ApplyColumn Configuration command.

Apply Column Configuration

Displays the Apply Column Configuration dialog box. Use this dialogbox to select and apply a previously saved column configuration to theDetails view table display.

Sort

Provides three levels of sorting.

Filter

Displays the Auto Filter dialog box with available conditions. You can alsoaccess the Filter Condition Editor to create conditions.

Find In Display

Displays the Find In Display dialog box that lets you find objects based onproperty names and search values.

Print Table



Lets you print to either HTML/Text using the Teamcenter Print dialog box,or Graphics, using the system printers.

Copy Selected Data

Lets you copy selected rows, with or without headers.

Objects to Word

Displays the Export To Word dialog box. You can specify:

Output: Either Static Snapshot or Live integration with Word.

Template Override: Either Specification Template or Override ObjectTemplate for.

Note

The Available Object Templates option provides access to a listof templates.

Objects to Excel

Displays the Export To Excel dialog box. You can specify:

Object Selection: Either Export Selected Objects or Export AllObjects in View.

Output Template: Either Export All Visible Columns or Use ExcelTemplate.

Note

The Use Excel Template option provides access to a list oftemplates.

Output: Either Static Snapshot or Live integration with Excel orWork Offline and Import.



3.5.3 Using the Viewer view

The content displayed in the Viewer view depends on the type of the objectselected in the current component view or in the Details view.

Click the Viewer tab to display the Viewer view.

To display the form attributes, select a form object in a componentview or in the Details view.

To display 2D or 3D data, select an item or item revision with attached 2Dor 3D data, or select an object such as a snapshot or associated image ordirect model (JT) data in a component view or in the Details view.

To display the object properties for the item or item revision with noassociated displayable datasets, select the item or item revision.

Note

When the functionality is enabled, you can see when otherusers are available for instant messaging with Microsoft OfficeCommunicator. You can view the current status of the owningand last modified users, and you can click the Microsoft OfficeCommunicator symbol in Teamcenter to initiate communication.

To display users assigned to perform a signoff task, select a task toperform in the My Worklist component view, and then use the Viewerview with Task View selected.

To displayWeb Link object properties in the Viewer view, select a URLlink object in a component view.

Note

When you select a URL link object, Teamcenter automatically opensa Web Browser view to display the Web page associated with theobject.

To display the content of a text file or PDF file in the Viewer view, or todisplay or edit standard office files such as Microsoft Word or Excel files



in the Viewer view, click on the dataset object in a component view ora Details view.

Note

This functionality depends on your system settings for browsingdocuments in the same window. For example, to enable editing ofa Microsoft Word document in the Viewer view in a Teamcenterclient on a Windows XP system, open a My Computer window andchoose ToolsFolder Options. In the Folder Options dialog box,select the DOC extension for the registered file type, and then clickAdvanced to display the Edit File Type dialog box. For the Openaction, select Browse in same window.



3.5.4 Using the Impact Analysis view

The Impact Analysis view responds to the current selection in the activecomponent view.

The Impact Analysis view toolbar provides the following functionality:

Search Text box and Find button. Search supports the following actions:

Press Enter or click the Find button to start a search.

Press F3, Page Down, or Down to find the next matching object.

Press Page Up, or Up to find the previous matching object.

Press Home to find the first matching object.

Press End to find the last matching object.

Clear button to clear the Search Text box.

Open button to display the Open by Name dialog box that lets you usenames, wildcard characters, and revision level to find objects. You cancopy found objects to the clipboard, load all found components into thetable, and step through found components in groups.

Where

Select either Referenced or Used.

Depth

Select One Level, All Levels, or Top Level.



Reverse horizontal layout style .

Vertical layout style .

Tree layout style .

Where-Used/Referenced Report

Note

The Impact Analysis view lets you disable and enableresponsiveness to selections in other views, so you can keep thecurrently selected root object in the view while you investigate otherobjects in other views.



3.6 Organize data in folders and pseudofolders

A folder is a container for an aggregation of objects, such as parts,documents, drawings. Some folders, such as the default Home , Mailbox, and Newstuff folders, have unique icons.

You can use folders to organize both company-wide and individual user data.

Your company may create a visual method of organizing data using folders.

Folders can be nested to practically any extent desired.

Data, such as your parts, documents, drawings, can be referenced by anynumber of folders.

A folder in Teamcenter is not the same as a directory in the operatingsystem. When you delete a folder in Teamcenter, only the folder is deleted,not the contents of the folder.

A pseudofolder is a special container that stores and displays item and itemrevision relations in My Teamcenter.

Pseudofolders let you easily see and navigate to objects related to the currentobject, because pseudofolders are configured in hierarchical structures.

Teamcenter automatically creates pseudofolders to display relations formany item types.

You can use preferences to specify properties displayed as a pseudofolderunder a node for an object.



Note

Pseudofolders show relations, but pseudofolders are not physical folderobjects in Teamcenter.



3.6.1 Home, Newstuff, and Mailbox folders

The My Teamcenter application always contains the three default folders:Home , Mailbox , and Newstuff . These folders are automatically createdby the system.

Home folder

The objects you want to work with in the My Teamcenter application can beplaced within your Home folder or within some folder structure beneaththe Home folder.

Mailbox folder

The Mailbox folder is the receiving point for any Teamcenter mail thathas been sent to you. When you receive new Teamcenter mail, you see anenvelope object in your Mailbox folder.

Newstuff folder

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



3.6.2 Working with folders

Folders are a flexible way to organize your product information. Folders cancontain references to other objects including other folders.

Use Teamcenter to:

Create a new folder.

Rename a folder.

Print a folder.

Delete a folder.



3.6.3 Create a new folder

Choose FileNewFolder to create a new folder.

Key points

Key points about the New Folder dialog box:

A red asterisk indicates a required entry.

Enter a short descriptive name. The limit is 32 ASCII characters.

You can enter a general text description of up to 240 characters. Thisis optional.

Set the Type to Folder for general-purpose folders.



3.6.4 Rename a folder

1. To change the name of a folder, right-click the folder object and chooseEdit Properties.

The Check-Out dialog box appears.

2. (Optional) Type a value in the Change ID box and add comments.

3. Click Yes to check out the object.

The Edit Properties dialog box for the selected folder object appears.

4. In the Edit Properties dialog box, you can enter a new name and/ordescription for the folder, if desired.

Note

You may need to scroll down to access the Name and/or Descriptionboxes to edit.

5. Click Save and Check-In, Save, Cancel Check-Out, or Close.



3.6.5 Reorder objects in a folder or view

You can reorder objects in a folder or view in My Teamcenter using the Movecommand.

1. Select an object in a My Teamcenter folder or view.

2. Click the View Menu button for the folder or view.

3. Choose the applicable Move command.

For example, choose MoveUp to move the object closer to the top of thelist of objects in the My Teamcenter folder or view.



3.6.6 Print a folder

Select the folder and choose FilePrint or FilePrint....

Choose FilePrint to print the folder name and a listing of the folder contents.

Choose FilePrint... to access additional print options.



3.6.7 Delete a folder

1. Select the folder object and click Delete .

A confirmation dialog box appears so you can confirm the deletion.

2. Click More to list the object or objects selected for deletion.

3. Click Yes if you want to delete the folder.

Note

When deleting a folder, the contents of the folder are not deleted.The folder contents remain in the database and can be located andretrieved using the search feature in My Teamcenter.



3.7 Object references

While it appears that object folders contain other objects (because that iswhat you see) the folders actually contain references to the objects.

The distinction is subtle but very important. Several folders can containreferences to the same object, however, that object is only stored once in theTeamcenter database.

Therefore, these folders provide references to the same product information.References allow product information to be shared throughout your enterprisewithout having to make multiple physical copies of the data.



3.8 Cutting, copying, pasting, and deleting data objects

You can use cutting, copying, and pasting to move data in your workspace by:

Cutting an information object from one application and pasting it intoanother Teamcenter application.

Copying data to the clipboard and pasting it into another Teamcenterapplication.

Copying data to the clipboard and pasting it into an application outsidethe Teamcenter environment.

If you have delete permission for an object, you can also delete data from theTeamcenter database, but you cannot delete an object from the database ifthat object is referenced in multiple locations.

To delete an object from the database, you may need to:

Perform a where-referenced search to locate all references to the object.

Contact all the owners of the references and ask them to delete theirreferences to the object.

When there are no remaining references, you can delete an object forwhich you have delete permission.



3.8.1 Cut data objects

1. Select one or more objects from a tree or table.

2. Choose EditCut or click the Cut button .

The object reference is removed from its current location and placed onthe clipboard.

Note

The Cut menu command removes a reference to an information object,but it does not delete the actual object from the database. To delete anobject from the database, use the Delete option.



3.8.2 Copy data objects

Select the objects that you want to copy and click the Copy button ,press Ctrl+C, select Copy from the shortcut menu, or choose EditCopy.

A reference to the object is copied from its current location and placed onboth the Teamcenter and system clipboards.



3.8.3 Pasting data objects

The Edit menu paste commands create a relation between a copied object andthe destination object, such as selected folder or item.

When the system pastes an object reference into an item or item revisioncontainer, a relationship is established. This relationship is referred to as thedefault relation type.

Because data objects are complex entities, the paste options are more complexthan similar options in other software applications.

Menucommand

Description

Paste Creates a relation between a copied object and thedestination object. It is important to select the properdestination for the data object reference before choosingthe Paste menu command. You must have read andwrite privileges to the destination object.

Paste Special Allows you to specify a relation type rather than usingthe default paste relation when pasting an objectreference into an item or item revision.



3.8.4 Paste the contents of the clipboard

1. Cut or copy the data object to the clipboard.

2. Select the destination container for the copied object reference.

3. Right-click the container and choose Paste, or click the Paste buttonon the toolbar, or choose EditPaste, or press Ctrl+V.

The system pastes all object references contained on the clipboard into theselected container object.



3.8.5 Paste an item or item revision and specify the relation type

1. Cut or copy the item or item revision to the clipboard.

2. Select a container object.

3. Choose EditPaste Special.

4. In the Paste dialog box, select a relation type from the list and click OK.

Note

If your Teamcenter administrator has configured mandatoryproperties (attributes) for the relation type you select, theProperties dialog box appears. If the Properties dialog box appears,enter values for the mandatory properties and click OK.



3.8.6 Pasting object references to applications outside the Teamcenterenvironment

References to objects that have been copied to the system clipboard can bepasted outside of the Teamcenter environment as URLs.

Outside of the Teamcenter environment, you can access the data object byclicking the URL. This launches Teamcenter and displays the data in MyTeamcenter.

Note

To access objects from a URL, the Teamcenter rich client must beinstalled on your machine and you must have a valid user ID andpassword.



3.9 Dragging and dropping data objects

You can move data in the Teamcenter rich client by:

Dragging a data object from one location to another.

For example, you can add an item to your favorites list by selecting it in MyTeamcenter and dragging it to the Favorites area in the navigation pane.

Dragging a data object from one application to another application.

You can also open applications by dragging an object and dropping it on theapplication button in the navigation pane.

For example, you can drag an item revision representing a subassembly fromthe My Teamcenter tree and drop it on the Structure Manager button inthe navigation pane. The system opens the Structure Manager applicationand shows the subassembly structure.

You can select multiple files and use drag and drop to link them to a businessobject. For each file a dataset is created and linked to the item revision.

When you drop files from your computer file system on an folder, item oritem revision in Teamcenter, the Drag and Drop of Multiple Files dialogbox displays file information in a table.

The table populates the most suitable Dataset Type, Tool Used, andReference based on the Default_dataset_type preference set by youradministrator.

In the rich client you can drop multiple files on following types of object andtheir subtypes:

Items and item revisions

The relation between the item or item revision and the dataset isautomatically selected, based on the default paste relation for t

Documents

Team Center