Collaboration And Data Management

®

Pro/ENGINEER Wildfire™ 2.0 Collaboration and Data Management Help Topic Collection

Parametric Technology Corporation

Copyright © 2005 Parametric Technology Corporation. All Rights Reserved. User and training documentation from Parametric Technology Corporation (PTC) is subject to the copyright laws of the United States and other countries and is provided under a license agreement that restricts copying, disclosure, and use of such documentation. PTC hereby grants to the licensed user the right to make copies in printed form of this documentation if provided on software media, but only for internal/personal use and in accordance with the license agreement under which the applicable software is licensed. Any copy made shall include the PTC copyright notice and any other proprietary notice provided by PTC. This documentation may not be disclosed, transferred, modified, or reduced to any form, including electronic media, or transmitted or made publicly available by any means without the prior written consent of PTC and no authorization is granted to make copies for such purposes. Information described herein is furnished for general information only, is subject to change without notice, and should not be construed as a warranty or commitment by PTC. PTC assumes no responsibility or liability for any errors or inaccuracies that may appear in this document. The software described in this document is provided under written license agreement, contains valuable trade secrets and proprietary information, and is protected by the copyright laws of the United States and other countries. It may not be copied or distributed in any form or medium, disclosed to third parties, or used in any manner not provided for in the software licenses agreement except with written prior approval from PTC. UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL DAMAGES AND CRIMINAL PROSECUTION. Registered Trademarks of Parametric Technology Corporation or a Subsidiary Advanced Surface Design, Behavioral Modeling, CADDS, Computervision, CounterPart, Create
Collaborate
Control, EPD, EPD.Connect, Expert Machinist, Flexible Engineering, GRANITE, HARNESSDESIGN, Info*Engine, InPart, MECHANICA, Optegra, Parametric Technology, Parametric Technology Corporation, PartSpeak, PHOTORENDER, Pro/DESKTOP, Pro/E, Pro/ENGINEER, Pro/HELP, Pro/INTRALINK, Pro/MECHANICA, Pro/TOOLKIT, Product First, Product Development Means Business, Product Makes the Company, PTC, the PTC logo, PT/Products, Shaping Innovation, Simple
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Connected, The Way to Product First, and Windchill. Trademarks of Parametric Technology Corporation or a Subsidiary 3DPAINT, Associative Topology Bus, AutobuildZ, CDRS, CV, CVact, CVaec, CVdesign, CV-DORS, CVMAC, CVNC, CVToolmaker, EDAcompare, EDAconduit, DataDoctor, DesignSuite, DIMENSION III, Distributed Services Manager, DIVISION, e/ENGINEER, eNC Explorer, Expert Framework, Expert MoldBase, Expert Toolmaker, FlexPDM, FlexPLM, Harmony, InterComm, InterComm Expert, InterComm EDAcompare, InterComm EDAconduit, ISSM, KDiP, Knowledge Discipline in Practice, Knowledge System Driver, ModelCHECK, MoldShop, NC Builder, POLYCAPP, Pro/ANIMATE, Pro/ASSEMBLY, Pro/CABLING, Pro/CASTING, Pro/CDT, Pro/CMM, Pro/COLLABORATE, Pro/COMPOSITE, Pro/CONCEPT, Pro/CONVERT, Pro/DATA for PDGS, Pro/DESIGNER, Pro/DETAIL, Pro/DIAGRAM, Pro/DIEFACE, Pro/DRAW, Pro/ECAD, Pro/ENGINE, Pro/FEATURE, Pro/FEM-POST, Pro/FICIENCY, Pro/FLY-THROUGH, Pro/HARNESS, Pro/INTERFACE, Pro/LANGUAGE, Pro/LEGACY, Pro/LIBRARYACCESS, Pro/MESH, Pro/Model.View, Pro/MOLDESIGN, Pro/NC-ADVANCED, Pro/NC-CHECK, Pro/NC-MILL, Pro/NC-POST, Pro/NC-SHEETMETAL, Pro/NC-TURN, Pro/NC-WEDM, Pro/NC-Wire EDM, Pro/NETWORK ANIMATOR, Pro/NOTEBOOK, Pro/PDM, Pro/PHOTORENDER, Pro/PIPING, Pro/PLASTIC ADVISOR, Pro/PLOT, Pro/POWER DESIGN, Pro/PROCESS, Pro/REPORT, Pro/REVIEW, Pro/SCAN-TOOLS, Pro/SHEETMETAL, Pro/SURFACE, Pro/VERIFY, Pro/Web.Link, Pro/Web.Publish, Pro/WELDING, ProductView, PTC Precision, Routed Systems Designer, Shrinkwrap, The Product Development Company, Validation Manager, Wildfire, Windchill DynamicDesignLink, Windchill PartsLink, Windchill PDMLink, Windchill ProjectLink, and Windchill SupplyLink. Patents of Parametric Technology Corporation or a Subsidiary Registration numbers and issue dates follow. Additionally, equivalent patents may be issued or pending outside of the United States. Contact PTC for further information. GB2366639B 13-October-2004 GB2363208 25-August-2004 (EP/DE/GB)0812447 26-May-2004 GB2365567 10-March-2004 (GB)2388003B 21-January-2004 6,665,569 B1 16-December-2003 GB2353115 10-December-2003

GB2353376 05-November-2003 GB2354686 15-October-2003 6,545,671 B1 08-April-2003 GB2354685B 18-June-2003 GB2354683B 04-June-2003 6,608,623 B1 19-August-2003 6,473,673 B1 29-October-2002

5,140,321 5,423,023 4,310,615 4,310,614 4,310,614 5,297,053 5,513,316

18-August-1992 05-June-1990 21-December-1998 30-April-1996 22-April-1999 22-March-1994 30-April-1996

6,625,607 B1 23-September-2003 6,580,428 B1 17-June-2003 GB2354684B 02-July-2003 GB2384125 15-October-2003 GB2354096 12-November-2003 GB2354924 24-September-2003 6,608,623 B1 19-August-2003

GB2354683B 04-June-2003 6,447,223 B1 10-Sept-2002 6,308,144 23-October-2001 5,680,523 21-October-1997 5,838,331 17-November-1998 4,956,771 11-September-1990 5,058,000 15-October-1991

5,689,711 18-November-1997 5,506,950 09-April-1996 5,428,772 27-June-1995 5,850,535 15-December-1998 5,557,176 09-November-1996 5,561,747 01-October-1996 (EP)0240557 02-October-1986

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HOOPS graphics system is a proprietary software product of, and is copyrighted by, Tech Soft America, Inc. I-Run and ISOGEN are copyrighted software of Alias Ltd. Xdriver is copyrighted software of 3Dconnexion, Inc, a Logitech International S.A. company. G-POST is copyrighted software and a registered trademark of Intercim. VERICUT is copyrighted software and a registered trademark of CGTech. Pro/PLASTIC ADVISOR is powered by Moldflow technology. MainWin Dedicated Libraries are copyrighted software of Mainsoft Corporation. DFORMD.DLL is copyrighted software from Compaq Computer Corporation and may not be distributed. LightWork Libraries are copyrighted by LightWork Design 1990–2001. Visual Basic for Applications and Internet Explorer is copyrighted software of Microsoft Corporation. Parasolid is © UGS Corp. TECHNOMATIX is copyrighted software and contains proprietary information of Technomatix Technologies Ltd. TIBCO ActiveEnterprise, TIBCO Designer, TIBCO Enterprise Message Service, TIBCO Rendezvous, TIBCO TurboXML, and TIBCO BusinessWorks are provided by TIBCO Software Inc. Technology "Powered by Groove" is provided by Groove Networks, Inc. Technology "Powered by WebEx" is provided by WebEx Communications, Inc. Oracle 8i run-time, Oracle 9i run-time, and Oracle 10g run-time are Copyright © 2002–2004 Oracle Corporation. Oracle programs provided herein are subject to a restricted use license and can only be used in conjunction with the PTC software they are provided with. Adobe Acrobat Reader and Adobe Distiller are copyrighted software of Adobe Systems Inc. and are subject to the Adobe End-User License Agreement as provided by Adobe with those products. METIS, developed by George Karypis and Vipin Kumar at the University of Minnesota, can be researched at http://www.cs.umn.edu/~karypis/metis. METIS is © 1997 Regents of the University of Minnesota. Windchill Info*Engine Server contains IBM XML Parser for Java Edition and the IBM Lotus XSL Edition. Pop-up calendar components Copyright © 1998 Netscape Communications Corporation. All Rights Reserved. Apache Server, Tomcat, Xalan, Xerces, and Jakarta are technologies developed by, and are copyrighted software of, the Apache Software Foundation (http://www.apache.org) – their use is subject to the terms and limitations at: http://www.apache.org. UnZip (© 1990-2001 Info-ZIP, All Rights Reserved) is provided “AS IS” and WITHOUT WARRANTY OF ANY KIND. For the complete Info-ZIP license see http://www.info-zip.org/doc/LICENSE. The Java™ Telnet Applet (StatusPeer.java, TelnetIO.java, TelnetWrapper.java, TimedOutException.java), Copyright © 1996, 97 Mattias L. Jugel, Marcus Meißner, is redistributed under the GNU General Public License. This license is from the original copyright holder and the Applet is provided WITHOUT WARRANTY OF ANY KIND. You may obtain a copy of the source code for the Applet at http://www.mud.de/se/jta (for a charge of no more than the cost of physically performing the source distribution), by sending e-mail to [email protected] or [email protected]—you are allowed to choose either distribution method. Said source code is likewise provided under the GNU General Public License. GTK+ - The GIMP Toolkit is licensed under the GNU Library General Public License (LGPL). You may obtain a copy of the source code at http://www.gtk.org, which is likewise provided under the GNU LGPL. zlib software Copyright © 1995-2002 Jean-loup Gailly and Mark Adler. OmniORB is distributed under the terms and conditions of the GNU General Public License and GNU Library General Public License. The Java Getopt.jar file, copyright 1987-1997 Free Software Foundation, Inc. Java Port copyright 1998 by Aaron M. Renn ([email protected]), is redistributed under the GNU LGPL. You may obtain a copy of the source code at http://www.urbanophile.com/arenn/hacking/download.html. The source code is likewise provided under

the GNU LGPL. CUP Parser Generator Copyright ©1996-1999 by Scott Hudson, Frank Flannery, C. Scott Ananian– used by permission. The authors and their employers disclaim all warranties with regard to this software, including all implied warranties of merchantability and fitness. In no event shall the authors or their employers be liable for any special, indirect or consequential damages, or any damages whatsoever resulting from loss of use, data or profits, whether in an action of contract, negligence or other tortious action arising out of or in connection with the use or performance of this software. This product may include software developed by the OpenSSL Project for use in the OpenSSL Toolkit. (http://www.openssl.org): Copyright © 1998-2003 The OpenSSL Project. All rights reserved. This product may include cryptographic software written by Eric Young ([email protected]). ImageMagick software is Copyright © 1999-2005 ImageMagick Studio LLC, a nonprofit organization dedicated to making software imaging solutions freely available. ImageMagick is freely available without charge and provided pursuant to the following license agreement: http://www.imagemagick.org/script/license.php. Gecko and Mozilla components are subject to the Mozilla Public License Version 1.1 at http://www.mozilla.org/MPL. Software distributed under the Mozilla Public License (MPL) is distributed on an "AS IS" basis, WITHOUT WARRANTY OF ANY KIND, either expressed or implied. See the MPL for the specific language governing rights and limitations. Mozilla Japanese localization components are subject to the Netscape Public License Version 1.1 (at http://www.mozilla.org/NPL). Software distributed under the Netscape Public License (NPL) is distributed on an "AS IS" basis, WITHOUT WARRANTY OF ANY KIND, either expressed or implied (see the NPL for the rights and limitations that are governing different languages). The Original Code is Mozilla Communicator client code, released March 31, 1998 and the Initial Developer of the Original Code is Netscape Communications Corporation. Portions created by Netscape are Copyright © 1998 Netscape Communications Corporation. All Rights Reserved. Contributors: Kazu Yamamoto ([email protected]), Ryoichi Furukawa ([email protected]), Tsukasa Maruyama ([email protected]), Teiji Matsuba ([email protected]). iCal4j is Copyright © 2005, Ben Fortuna, All rights reserved. Redistribution and use of iCal4j in source and binary forms, with or without modification, are permitted provided that the following conditions are met: (i) Redistributions of source code must retain the above copyright notice, this list of conditions, and the following disclaimer; (ii) Redistributions in binary form must reproduce the above copyright notice, this list of conditions, and the following disclaimer in the documentation and/or other materials provided with the distribution; and (iii) Neither the name of Ben Fortuna nor the names of any other contributors may be used to endorse or promote products derived from this software without specific prior written permission. iCal4j SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. Software may contain the Independent JPEG Group's JPEG software. This software is Copyright © 1991-1998, Thomas G. Lane. All Rights Reserved. This software is based in part on the work of the Independent JPEG Group. Software may contain libpng, Copyright © 2004 Glenn Randers-Pehrson, which is distributed according to the disclaimer and license (as well as the list of Contributing Authors) at http://www.libpng.org/pub/png/src/libpng-LICENSE.txt.

UNITED STATES GOVERNMENT RESTRICTED RIGHTS LEGEND This document and the software described herein are Commercial Computer Documentation and Software, pursuant to FAR 12.212(a)-(b) (OCT’95) or DFARS 227.7202-1(a) and 227.7202-3(a) (JUN’95), and are provided to the US Government under a limited commercial license only. For procurements predating the above clauses, use, duplication, or disclosure by the Government is subject to the restrictions set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software Clause at DFARS 252.227-7013 (OCT’88) or Commercial Computer Software-Restricted Rights at FAR 52.227-19(c)(1)-(2) (JUN’87), as applicable. 081505 Parametric Technology Corporation, 140 Kendrick Street, Needham, MA 02494 USA

Table of Contents Pro/ENGINEER Collaborative Environment.......................................................... 1 About Pro/ENGINEER Collaborative Environment .............................................. 1 Collaboration Scenarios ................................................................................ 1 About Collaboration Scenarios: Pro/ENGINEER and Windchill Integration .......... 1 Scenario 1: To Download a Part from the Workspace ..................................... 2 Scenario 2: To Assemble a Component from the Windchill Database ................ 2 Scenario 3: To Assemble a Windchill PartsLink Component into an Assembly..... 3 Scenario 4: To Incorporate a Part from Windchill ProjectLink........................... 3 Collaboration Scenarios: Users Without Windchill........................................... 4 Collaboration for Pro/ENGINEER Users (without PDM).................................. 4 Integrating Pro/ENGINEER and Pro/INTRALINK .......................................... 5 Pro/ENGINEER Browser ................................................................................ 5 About the Pro/ENGINEER Browser ............................................................... 5 Browser Controls....................................................................................... 6 To Set Your Own Home Page ...................................................................... 6 Using the "proep" Protocol.......................................................................... 6 Setting Browser Options on UNIX Machines .................................................. 7 Navigation Tools .......................................................................................... 7 About the Navigation Tools......................................................................... 7 Working with the Navigation Tabs............................................................. 8 Folders .................................................................................................... 8 About the Folder Navigator ...................................................................... 8 Browsing File Systems in the Folder Navigator ......................................... 8 To Preview and Retrieve a Model Using the Folder Navigator ........................ 8 Folder Content for the Local File System.................................................... 9 Folder Content for Windchill Cabinets ........................................................ 9 Manipulating Folders ..............................................................................10 Using the Toolbar Icons .......................................................................10 Using the Shortcut Menu .....................................................................10

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Favorites.................................................................................................11 About the Favorites Navigator .................................................................11 To Add a Favorite Link to the Favorites Navigator ......................................11 To Organize Favorites ............................................................................11 History ...................................................................................................12 About the History Navigator....................................................................12 Opening and Closing the History Navigator.............................................12 Removing Items in the History Navigator ...............................................12 Sorting Items in the History Navigator...................................................12 Search....................................................................................................13 About the Model Search .........................................................................13 Search Results ......................................................................................13 Specifying Sorting Preferences .............................................................14 To Conduct a Simple Search ...................................................................14 To Conduct an Advanced Search..............................................................14 Connections ............................................................................................15 About the Connections Navigator.............................................................15 PTC Supplied Connections....................................................................16 To Add New Connections ........................................................................16 To Add a New PTC Solution ..................................................................16 To Add a Link to a Connection Instance .................................................16 To Add a Favorite Link to the Connections Navigator ..................................16 To Manage Connections..........................................................................17 To Reorder Nodes ...............................................................................17 To Delete Nodes .................................................................................17 To Rename Nodes...............................................................................17 To View Connection Properties..............................................................17 Customizing Connections Company-Wide ...............................................17 To Subscribe to Connections ...................................................................18 Accessing PartsLink ...............................................................................18 About the Windchill PartsLink Connection ...............................................18 viii

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Subscribing to the Windchill PartsLink Connection ...................................18 To Add a Shortcut to the Windchill PartsLink Catalog ...............................19 About Catalog Parts ............................................................................19 To Incorporate Catalog Parts into Your Model .........................................20 Accessing Windchill ProjectLink ...............................................................21 About the Windchill ProjectLink Connection ............................................21 Accessing Pro/COLLABORATE ..................................................................21 To Add the Windchill ProjectLink or Pro/COLLABORATE Connection............21 Mail Tool....................................................................................................21 About the Mail Tool ..................................................................................21 Setting Up the Mail Tool on UNIX Machines..................................................22 To Mail Pro/ENGINEER Objects as Attachments ............................................22 Setting Up Your Collaborative Environment ....................................................23 About Supported Servers ..........................................................................23 Server Terminology ..................................................................................24 Managing Servers ....................................................................................24 To Register a Server ..............................................................................24 Using the Server Registry Dialog Box .......................................................25 The Server Tab ..................................................................................25 The Workspace Tab.............................................................................26 Connecting to the Server at Startup.........................................................26 To Set the Primary Server ......................................................................26 To Edit Server Properties........................................................................26 To Remove a Connection to a Server .......................................................27 To Work Online or Offline .......................................................................27 Setting Up Windchill Servers......................................................................28 About Setting Up Your PDM System .........................................................28 Using Workspaces on Windchill Servers .................................................28 To Configure Your PDM System ...............................................................28 To Change the Default File Location to the Local Directory ..........................29 Registering a Project ................................................................................29 ix

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About Registering Windchill ProjectLink ....................................................29 Using Windchill ProjectLink as a PDM Tool ..............................................29 Using Windchill ProjectLink as a File Repository ......................................30 Cache Management ..................................................................................30 About Cache Conversion.........................................................................30 About Cache Management ......................................................................30 To Change the Cache Size ......................................................................30 To View Cache Information .....................................................................30 To Clear the Cache ................................................................................31 To Clear the Cache for a Specific Workspace .............................................31 Working with FTP Sites .............................................................................31 Accessing Data on FTP Sites ...................................................................31 User Authentication ............................................................................31 Navigating to an Unregistered Location..................................................31 Working with a Registered FTP Site..........................................................32 Retrieving Pro/ENGINEER Models from an FTP Site..................................32 Customizing the Browser and Navigator .........................................................32 To Customize the Browser .........................................................................32 Using the Shortcut Menu for Browser Customization .....................................33 To Customize the Navigation Tabs ..............................................................33 Data Management .........................................................................................35 Using Data Management ..............................................................................35 About Data Management in Pro/ENGINEER ..................................................35 What Is Product Data Management? ........................................................35 PDM Server ..........................................................................................35 Checkout and Checkin............................................................................35 Workspace ...........................................................................................36 Iteration ..............................................................................................37 Version ................................................................................................37 CAD Document .....................................................................................37 Part .....................................................................................................37 x

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Upload .................................................................................................37 Download .............................................................................................38 Update.................................................................................................38 Configuring Data Management......................................................................38 About Configuring Data Management ..........................................................38 To Set Data Management Configuration Options ...........................................38 Setting File Retrieval Options .....................................................................39 bitmap_size.............................................................................................40 disp_in_open_rep_create ..........................................................................40 dm_cache_size ........................................................................................40 dm_http_compression_level ......................................................................40 dm_remember_server ..............................................................................40 dm_secondary_upload ..............................................................................40 dm_overwrite_contents_on_update ............................................................41 dm_upload_objects ..................................................................................41 folder_display_file_limit ............................................................................41 let_proe_rename_pdm_objects ..................................................................41 open_simplified_rep_by_default .................................................................41 preferred_replica_sites .............................................................................41 Setting up the text file ...........................................................................42 Example text file: ..................................................................................42 pdm_rev .................................................................................................42 regenerate_read_only_objects ...................................................................42 save_bitmap ...........................................................................................42 save_bitmap_type....................................................................................42 Workspace .................................................................................................43 About the Workspace................................................................................43 Basic Workspace Functionality.................................................................43 Workspace Preferences .............................................................................44 About Workspace Preferences .................................................................44 To Set General Workspace Options ..........................................................44 xi

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To Set Part Configuration Specifications ...................................................45 To Set CAD Document Configuration Specifications ....................................46 Workspace Operations ..............................................................................47 To Create a New Workspace ...................................................................47 To Delete a Workspace...........................................................................47 To Change the Active Workspace .............................................................47 Rules for Changing a Workspace ...........................................................48 Objects Operations in the Workspace ..........................................................48 Checking Out Objects ............................................................................48 About Checkout..................................................................................48 To Check Out from the Workspace ........................................................49 To Undo Check-Out.............................................................................50 About Dynamic Check Out ...................................................................51 Updating Objects ................................................................................51 Downloading Objects ..........................................................................52 Checking In Objects...............................................................................53 About Checkin....................................................................................53 To Check In from the Workspace ..........................................................54 To Perform an Automatic Checkin .........................................................55 To Perform a Custom Checkin ..............................................................55 Revising Objects ...................................................................................56 About Revisions..................................................................................56 To Create a Revision ...........................................................................57 Saving, Uploading, and Removing Objects ................................................57 To Upload Objects to the Workspace .....................................................57 To Save a Copy ..................................................................................57 To Save As ........................................................................................58 To Remove Objects From the Workspace ...............................................60 Documents and Parts................................................................................61 To Create a CAD Document ....................................................................61 To Create a Part ....................................................................................62 xii

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Associating Parts and Documents ............................................................62 To Associate a Part to a CAD Document .................................................62 To Associate a CAD Document to a Part .................................................63 To Disassociate Objects .......................................................................63 Model Comparison ......................................................................................64 About Model Comparison...........................................................................64 To Compare two Versions of the Same Part .................................................64 Troubleshooting in Data Management ............................................................65 About Incomplete Objects .........................................................................65 What to do if you have an incomplete object that is preventing a checkin? ....65 Conflicts and Possible Actions ....................................................................65 Using Integrated Data Management ..............................................................68 Using Windchill Foundation and PDM...........................................................68 To Register a Windchill Server.................................................................68 To Change the Primary Server ................................................................68 From the Folder Navigator: ..................................................................69 From the Server Registry dialog box: ....................................................69 Using Windchill PDMLink ...........................................................................69 To Register a Windchill PDMLink Server ....................................................69 Using Windchill ProjectLink ........................................................................69 About the Windchill ProjectLink Connection ...............................................69 Primary vs. Secondary ........................................................................70 Using Windchill ProjectLink as a File Repository ......................................70 To Register a Windchill ProjectLink Server ................................................71 ProjectLink as a Secondary Server ...........................................................71 To Open a Windchill ProjectLink Object In Pro/ENGINEER.........................71 To Check Out an Object in Windchill ProjectLink......................................72 To Undo Check Out in Windchill ProjectLink ............................................73 To Check In an Object in Windchill ProjectLink........................................73 Using a Co-Installed Windchill Server..........................................................74 About Co-Installed Servers .....................................................................74 xiii

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Context .............................................................................................74 About Sharing on Co-Installed Servers .....................................................74 To Register a Co-Installed Server ............................................................75 About the Folder Navigator .....................................................................75 Using Pro/INTRALINK with Pro/ENGINEER ...................................................75 About the Pro/INTRALINK Workspace.......................................................75 To Register a Pro/INTRALINK Commonspace .............................................76 To Browse The Commonspace and Workspace...........................................77 About Application Behavior .....................................................................77 About Read-Only Files .........................................................................77 About Modification Warnings and Errors.................................................78 Models and Assemblies ..........................................................................78 To Open a Pro/INTRALINK Object .........................................................78 To Check-Out and Open a File in Pro/ENGINEER .....................................79 About Opening an Object with Dependents.............................................79 To Save a File to the Workspace ...........................................................80 To Save a Copy of a File to the Workspace .............................................80 To Check In an Object .........................................................................80 To Compare two Versions of the Same Part in Pro/INTRALINK ..................81 Conflicts in Pro/INTRALINK ..................................................................81 Index ...........................................................................................................85

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Pro/ENGINEER Collaborative Environment About Pro/ENGINEER Collaborative Environment Pro/ENGINEER collaborative environment incorporates project management, revision control, information sharing, and publishing capabilities in your design session. Pro/ENGINEER enables you to connect to various PTC Web-based applications and Web sites, for example, PTC Customer Support site, from within a Pro/ENGINEER session. The main features of the Pro/ENGINEER collaborative environment include: •

Connectivity—Common activities such as data management, data sharing, and conferencing are an integral part of your Pro/ENGINEER session. You have direct access to online catalogs, shared projects, and part configuration tools. The Folder navigator lets you access files on your network as well as locations outside the firewall.

•

Web access—The Pro/ENGINEER browser provides easy access to Web-based information and services such as Web sites, FTP sites, and online catalogs.

•

Integrated data management—For users of Windchill, ProjectLink, Windchill PDMLink, and Pro/INTRALINK, PDM (Product Data Management) functions are integrated with Pro/ENGINEER. From a Pro/ENGINEER session, you have direct access to the data management system. You can browse cabinets, search for models in Windchill cabinets, check out or download models, and check models back into the database.

•

Design collaboration—Using Pro/COLLABORATE, you can collaborate on a project together with your partners or suppliers, or publish and review your designs.

•

E-mail capability—Pro/ENGINEER supports a Send to capability, which enables you to mail Pro/ENGINEER objects as links or attachments from inside your Pro/ENGINEER session.

•

Design Conference Center—Pro/ENGINEER has a built-in PTC Design Conference Center that lets you work with team members in a common secure environment that works through firewalls. You can create a shared space for storing files and working together on Pro/ENGINEER objects. You can initiate or join a shared Pro/ENGINEER session, with the ability to switch the Presenter role to another participant. In addition, you can chat or exchange instant messages with other participants of the shared space.

Collaboration Scenarios About Collaboration Scenarios: Pro/ENGINEER and Windchill Integration As a Pro/ENGINEER and Windchill user, you can take advantage of Windchill solutions from within a Pro/ENGINEER session. Typically, you have a Windchill server

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Collaboration and Data Management - Help Topic Collection

registered as the primary server, and you start your session connected to Windchill. The active workspace is your default location for saving and retrieving files. Depending on the processes and tools you use to access, store, and share engineering and business data, the Pro/ENGINEER collaborative environment gives you the flexibility to follow a variety of scenarios in your day-to-day engineering activities.

Scenario 1: To Download a Part from the Workspace Note: To interact with the Windchill server from Pro/ENGINEER, you must register the Windchill server with Pro/ENGINEER. 1. Start Pro/ENGINEER. If your server connection has been previously set up, Pro/ENGINEER connects to the server at startup. 2. Enter your name and password to log in. Note: The system prompts you to enter your user name and password for your server when you attempt to perform a File > Open operation or if you select the Windchill Cabinets or Windchill Workspace from the Folder navigator. 3. In the Folder navigator, click the active workspace. The Workspace Contents page opens. 4. Select a part on the Workspace Contents page. 5. In the Actions column, click Open in Pro/ENGINEER. The selected part is downloaded into Pro/ENGINEER. 6. When you begin to modify the part, for example by changing its dimensions, Pro/ENGINEER displays a message asking you if you want to check out the part. Click Yes to check out the part. The status of the part in the workspace changes to checked out. You can now start making changes to the part. 7. When finished, you can save your part to the workspace or check it into the database. Note: Depending on how you set the configuration option, you predefine where Pro/ENGINEER saves the part.

Scenario 2: To Assemble a Component from the Windchill Database Note: To interact with the Windchill server from Pro/ENGINEER, you must register the Windchill server with Pro/ENGINEER. 1. Create a new assembly in Pro/ENGINEER. 2. Use one of the following ways to locate and assemble a component: o

Using the Folder navigator In the Folder navigator, click to expand the Windchill Cabinets node. Navigate to the component. Locate the desired component and click Open.

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Pro/ENGINEER Collaborative Environment o

Using Component > Assemble Click Component > Assemble. The Open dialog box shows the contents of the active workspace. Using the Look In list, navigate to the Windchill Cabinets. Locate the desired component and drag the file name into the graphics window.

o

Using the search tool to open a search tool in the navigator. Specify the location Click (Windchill Cabinets), object type (Pro/ENGINEER model), and any of the attributes (for example, the model name using wildcards). Click Search. Review the results, find the desired component, and drag the file name into the graphics window.

3. After you assemble the component, you can continue to add more components. 4. When finished, check the assembly in the Windchill database using Check In > Custom Check In. Select a destination folder for your assembly.

Scenario 3: To Assemble a Windchill PartsLink Component into an Assembly You can add a standard component to your model by accessing online Windchill PartsLink catalogs and opening the selected part in Pro/ENGINEER. 1. In Pro/ENGINEER, retrieve an assembly from the workspace. 2. Click

to open the Connections navigator.

3. Select the Catalogs node in the Connections navigator. The home page for Windchill PartsLink opens in the Pro/ENGINEER browser. 4. Select a supplier catalog that you want to add as a link to Connections and click Bookmark in Pro/ENGINEER. A node for the supplier catalog appears in the Connections navigator. 5. Click on the supplier node in the Connections navigator. The home page for the catalog appears in the Pro/ENGINEER browser. 6. Browse the catalog and select a component. 7. Drag the selected component into the Pro/ENGINEER graphics window. 8. Assemble the component. 9. After you assemble the component, you can check the assembly in Windchill using Check In > Custom Check In.

Scenario 4: To Incorporate a Part from Windchill ProjectLink You can add a component that you developed in collaboration with another engineer by retrieving the part from the Windchill ProjectLink site.

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Collaboration and Data Management - Help Topic Collection

Note: To interact with ProjectLink from Pro/ENGINEER, you must register the project with Pro/ENGINEER. 1. Open your assembly in Pro/ENGINEER. 2. Click

to open the Connections navigator.

3. Click ProjectLink in the Connections navigator. 4. Select a project from the project list. 5. Locate a part to open. 6. Drag the part name into the graphics window. 7. Assemble the part into the assembly. 8. When finished, you can save the assembly to the Windchill database.

Collaboration Scenarios: Users Without Windchill Collaboration for Pro/ENGINEER Users (without PDM) In addition to your regular design tasks, with the Pro/ENGINEER collaborative environment, you can perform various activities, for example: •

Use Pro/COLLABORATE to share, review, and refine a design with your partner or supplier.

•

Use Windchill PartsLink catalogs to download standard components from a supplier's catalog into your Pro/ENGINEER session.

•

Acquire access to the Windchill database of a partner from another company who uses Windchill solutions.

•

Retrieve a part from an external site, such as an FTP site.

Scenario 1: Incorporate a part developed in collaboration with another engineer using Pro/COLLABORATE. 1. Open your model in Pro/ENGINEER. 2. Click

to open the Connections navigator.

3. Select Pro/COLLABORATE in the Connections navigator. 4. Select a project from the project list. 5. Locate a part to open. 6. Click Open in Pro/ENGINEER. 7. Assemble the part into the assembly. 8. When finished, save the model.

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Pro/ENGINEER Collaborative Environment

Scenario 2: Your partner grants you access to their Windchill database. If you collaborate with an engineer in a different organization, this engineer may give you access to certain Windchill cabinets. This access enables you to check out, download, or check in the engineering objects and business documents using the Pro/ENGINEER browser.

Integrating Pro/ENGINEER and Pro/INTRALINK Pro/INTRALINK users can perform file management operations from within a Pro/ENGINEER session. For example, you can access Pro/INTRALINK Workspace and Commonspace while in Pro/ENGINEER by using the File Open dialog box or from the Folder navigator.

Pro/ENGINEER Browser About the Pro/ENGINEER Browser With the Pro/ENGINEER browser, you have access to Web sites, online catalogs, or other online information. The browser is embedded in the Pro/ENGINEER window, sliding over the graphics window. The browser opens a default home page. You can set a different home page for the browser. The contents of the Pro/ENGINEER browser depend on your task. As you switch to a new navigation tool, the browser shows the corresponding content. The browser has multiple browsing threads. In addition to the general thread for information, file, and Web browsing, the browser maintains threads specific to a task. You can use the browser interactively with Pro/ENGINEER to perform the following tasks: •

Browse the file system

•

Preview Pro/ENGINEER models in the browser

•

Open Pro/ENGINEER models by selecting them in the browser and dragging them into the graphics window or by double-clicking the file name

•

View the interactive Feature Information and BOM windows

•

Access an FTP site

•

View a Web site or a favorite Web location

•

Browse and interact with your PDM system

•

Connect to online resources: o

Access a project you work on with suppliers or vendors (using Windchill ProjectLink or Pro/COLLABORATE).

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Collaboration and Data Management - Help Topic Collection o

Access catalogs of standard components (using Windchill PartsLink). You can browse and download catalog parts in Pro/ENGINEER by dragging them into the graphics window.

o

Add PTC Windchill Solutions as they become available.

o

Access the Pro/ENGINEER User Community site.

Browser Controls The Pro/ENGINEER browser toolbar contains standard control buttons: Back, Forward, Stop, Refresh, Home, History, Print, and Save. To hide the buttons and the address bar, right-click the browser toolbar to open a shortcut menu, and clear the options Browser Toolbar and Address Bar. You can also hide the buttons using Tools > Customize Screen. To open or close the browser, click the arrows on the sash. You can adjust the width of the browser by dragging the window sash. You can set the new browser placement to be the default using Tools > Customize Screen.

To Set Your Own Home Page You can set a home page to open by default in the Pro/ENGINEER browser. To change the default home page, use one of the following methods: •

Set the web_browser_homepage option in the config.pro file. You can set this option to point to any valid URL or local directory, using the syntax:

http://path/to/homepage.htm For example, you can set the value as shown in these examples:

•

o

http://www.abc.com

o

/users/dev1/wf/

o

/users/dev1/index.htm

Set the web_browser_homepage option in the config.sup file.

Using the "proep" Protocol proep:// is an internal protocol that allows for the Pro/ENGINEER browser to access Pro/ENGINEER. It confines access strictly between the Pro/ENGINEER browser and Pro/ENGINEER and does not allow access to or from external programs or servers. For example, the proep:// protocol is used in the HTML Feature Info pages. These pages contain hyperlinks that use the proep:// protocol to interact with Pro/ENGINEER by allowing the page to, for instance, extract additional information or highlight graphics in the Pro/ENGINEER graphics window. Note: •

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If an object (for example, a part) cannot be retrieved to perform a specified proep:// action (info), the proep:// support code issues an error.

Pro/ENGINEER Collaborative Environment •

The proep:// protocol does not work when used in an external browser.

Setting Browser Options on UNIX Machines If you work on a UNIX machine, the Pro/ENGINEER browser settings are stored in the ptc-browser profile. You can access browser options using Browser Options on the Tools menu. 1. Click Tools > Browser Options. The Browser Options dialog box opens. 2. Set the options as desired. Note: Click Help on the Browser Options dialog box to access Mozilla online help. You can refer to the Customizing Mozilla section for specific information. 3. When finished making changes, click OK to accept the changes and close the dialog box. Note: If you have more than one Pro/ENGINEER session running, only one session is allowed to store its browser options to the hard disk.

Navigation Tools About the Navigation Tools The Pro/ENGINEER window contains the navigation tabs and the browser for navigating, accessing, and manipulating data related to your design process and data management. The information you request in the navigator is displayed in the Pro/ENGINEER browser. The navigator contains several tabs, each containing a particular navigation tool: •

Model Tree—Provides a tree tool for navigating and interacting with the Pro/ENGINEER model.

•

Folders—Provides navigation of the local file system, computers on the network, objects stored in the Windchill based management system, FTP sites, and shared spaces.

•

Favorites—Contains shortcuts to your most frequently visited Web sites or documents.

•

Search—Lets you search for objects in the data management system. Note: The Search tab becomes available when you set Windchill as your primary data management system.

•

History—Provides a record of Web locations you have visited in the Pro/ENGINEER browser. Note: By default, the History tab is not present in the navigator. To add the History tab, click toolbar.

•

on the Pro/ENGINEER browser

Connections—Provides access to connections and built-in PTC solutions, such as Windchill PartsLink and Windchill ProjectLink. 7

Collaboration and Data Management - Help Topic Collection

Working with the Navigation Tabs By default, Pro/ENGINEER starts with the Folder navigator and the attached browser open. When you open a model, the Pro/ENGINEER browser closes, and navigation switches to the Model Tree. To open a specific navigation tool, click the appropriate tab. You can resize the width of the navigator by dragging the sash. You can customize the navigator placement by using the Tools > Customize Screen. To close the navigator, click the arrows on the sash.

Folders About the Folder Navigator The Folder navigator is an expandable tree that lets you browse the file systems and other locations that are accessible from your computer. As you navigate the folder, the contents of the selected folder appear in the Pro/ENGINEER browser. To activate the Folder navigator, click

.

Browsing File Systems in the Folder Navigator The Folder navigator contains top-level nodes for accessing file systems and other locations known to Pro/ENGINEER: •

In-session Pro/ENGINEER objects

•

Shared Spaces—This is a shared file location created for design conference and accessed through the PTC Conference Center (requires a license for Design Collaboration Extension).

•

All registered servers—The navigator lists all servers that you have registered with the Server Registry dialog box. These registered servers may include a Windchill server, Pro/INTRALINK server, and an FTP server.

•

Node for the local file system—When you open the Folder navigator, the local file system appears in the browser with the startup directory node expanded.

•

Network Neighborhood—(Only for Windows) The navigator shows computers on the networks to which you have access. The operations you can perform depend on your permissions to the remote computers.

To Preview and Retrieve a Model Using the Folder Navigator To preview a model: 1. Navigate to the folder that contains the model. The contents of the folder appear in the Pro/ENGINEER browser.

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Pro/ENGINEER Collaborative Environment

2. Click the file name in the contents table. A 3D thumbnail of the model appears in upper portion of the page. Use the 3D thumbnail controls to change the display of the model. You can also spin, pan, and zoom the model. To open a model in Pro/ENGINEER: 1. Locate and preview the model. 2. Open the file using one of these methods: o

Double-click the file name in the table.

o

Drag the file from the table into the graphics window.

o

Click

to the right of the 3D thumbnail.

Folder Content for the Local File System When you select a local system folder, the Pro/ENGINEER browser shows its contents in the tabular format. The table indicates the file type, name, size, and date of modification. You can specify which files appear in the table by using the filters at the top of the table: •

File types—Show files of the specified type (part, assemblies, and so on).

•

File sub-types—Show files by a specified subtype (for example, subtypes of Part are Solid, Skeleton Model, Bulk, All).

•

Versions—Show versions of objects in the current directory.

•

Instances—Show the family table instances of a generic model.

•

View—Show the number of files that appear in the File List table. The value that you set for the folder_display_file_limit configuration option determines the number of files that appear in the File List table. To view all the files, click All objects. Note: The View box appears in the File List table only if you have set a value for the folder_display_file_limit configuration option.

To update the table, set the filter options and click Apply. Click Reset to restore the default filter settings.

Folder Content for Windchill Cabinets For each Windchill server that you register, the system adds two nodes to the Folder navigator: Windchill Cabinets and Windchill Workspace. You can perform the following tasks with Windchill Cabinets: •

Expand the node to show its subfolders in the navigator.

•

Access the Server Registry dialog box using the shortcut menu.

In your workspace, you can perform the following tasks:

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Collaboration and Data Management - Help Topic Collection •

View general properties of a folder by clicking the folder in the navigator, or by right-clicking the folder and selecting Open.

•

Transfer the contents of a Windchill workspace into a Windchill shared folder. Note: You perform this operation from within the Pro/ENGINEER browser.

Manipulating Folders When you work with folders, you can use the Folder navigator toolbar buttons or the shortcut menu. Using the Toolbar Icons You can perform the following tasks using the toolbar icons: —Create a new folder. —Delete selected folders. —Open the Windchill Cabinets. Note: This icon is available only when you are working with an active Windchill server. —Open the Windchill workspace. Note: This icon is available only when you are working with an active Windchill server. —Open the working directory. Using the Shortcut Menu To open a shortcut menu, right-click an item in the Folder navigator. The commands on the shortcut menu vary depending on the task and your permissions. The shortcut menu lists the following commands: •

New Folder—Add a subfolder to the selected folder.

•

Open—Open a folder in the Pro/ENGINEER browser.

•

Expand—Expand a node.

•

Set Working Directory—Designate the selected directory as the working directory.

•

Rename—Rename a selected folder.

•

Delete—Delete a selected folder and all subfolders.

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Pro/ENGINEER Collaborative Environment

Favorites About the Favorites Navigator You can save your favorite links to the Favorites navigator. To activate the Favorites tab. The Favorites navigator can contain a link to a navigator, click the directory, a Web location, or a Windchill Properties page. Consider the following information on adding favorites: •

When you save to the Favorites list, Pro/ENGINEER saves the location of the page that is currently displayed in the browser.

•

When you add a favorite link to an item in Windchill, the exact version of that item appears in the Favorites list.

•

You can save a link to the Windchill Properties page or to the contents pages.

To Add a Favorite Link to the Favorites Navigator 1. Go to a site or directory you want to save to Favorites. The Pro/ENGINEER browser displays the page you want to save. 2. Do one of the following: o

Right-click within the Pro/ENGINEER browser and click Add to Favorites on the shortcut menu.

o

Click

at the top of the Favorites navigator.

3. In the Add Favorite dialog box, select a folder in which you want to save the favorite, or create a new folder. 4. Click OK.

To Organize Favorites You can add, rename, delete, and move favorites in the Favorites navigator. 1. Click

.

2. Click opens.

at the top of the Favorites navigator. The Organize dialog box

3. Select the following options: o

Create folder

o

Rename

o

Delete

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Collaboration and Data Management - Help Topic Collection

4. To show information about folders, click View Info at the bottom of the dialog box. 5. Click Close. To reorder favorites in the Favorites navigator, drag an item to a new location.

History About the History Navigator With the History navigator, you can manage the list of web sites that you have previously visited. You can filter, sort, and view objects and Internet addresses accessed during the current or previous Pro/ENGINEER session. The History navigator includes the name, location, and date (where appropriate) of the objects you have visited. You can set the limit for the number of days the history records are stored by setting the configuration option web_browser_history_days. Opening and Closing the History Navigator By default, History is not present in the navigator. To add History, click the Pro/ENGINEER browser toolbar. To close the History navigator, click

or click

on

.

You can add the History navigator by default using the Customize dialog box. Click Tools > Customize screen, click Navigation Tabs and select Show History by default. Removing Items in the History Navigator To remove all items, click Clear on the navigator toolbar. To remove individual items, right-click an item and click Delete on the shortcut menu. Sorting Items in the History Navigator You can organize the History list by sorting. 1. Click

.

2. Select View at the top of the list. 3. Select a sorting option from the menu:

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o

By Date

o

By Site

Pro/ENGINEER Collaborative Environment o

By Most Visited

o

By Order Visited Today

Search About the Model Search If you are connected to a Windchill server, you can search for Pro/ENGINEER objects in the Windchill database. Note: Search is added to the navigator automatically after you set the primary server in the Server Registry dialog box. To open Search, click •

. You have the following search options:

Search—Search the Windchill database for Pro/ENGINEER models by specifying a keyword or attribute. Note: You can also conduct a simple search from the File Open dialog box.

•

Advanced search—Search the Windchill database or a specific Windchill cabinet by building queries and adapting logic.

•

Full Windchill search—Access the search utility provided by your Windchill solutions.

Consider the following rules for using Search: •

The search utility searches only the primary Windchill server.

•

Entries for searching in the Windchill database are case-sensitive.

•

You can use wildcards when specifying file names and properties requiring a string value.

Search Results The results of the search appear in two forms: •

o

Search Results summary report—Appears in the navigator at the bottom of the search page. You can do the following operations from the Search Results report in the navigator: o

Click a link for the CAD Document Number or drag it into Pro/ENGINEER browser to open the Property page for the document.

o

Click or drag the file name into the Pro/ENGINEER graphics window. This action downloads the part into Pro/ENGINEER.

Detailed Search Result page—Appears in the Pro/ENGINEER browser. You can checkout selected objects from this page.

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Collaboration and Data Management - Help Topic Collection

Specifying Sorting Preferences You can specify the sorting preferences for the Search Results. Click Search Preferences to go to the Edit User Preferences page. When finished making changes, click Apply.

To Conduct a Simple Search 1. Click the

tab. The Search page opens inside the navigator.

2. Specify the location and object type and provide any search attributes using the following fields: o

Look in—Specify the location in which to conduct the search.

o

Look for—Specify the object type.

o

File Name—Specify the file name.

o

Number—Specify a Windchill document number.

o

Keyword—Specify a keyword associated with the object in the Windchill database.

o

Updated—Specify when the object was last modified.

3. Click Search. The results summary appears under Search Results report in the navigator. The detailed search results appear in the Search Results page in the Pro/ENGINEER browser. 4. If you found the object, you can open it in Pro/ENGINEER by dragging it into the graphics window. Note: To use advanced search tools, click the Advanced Search or Full Search at the bottom of the navigator.

To Conduct an Advanced Search 1. Click the

tab. The Search page opens inside the navigator.

2. Click Advanced Search at the bottom of the page. 3. Specify the location, object type, and any search attributes using the following fields: o

Look in—Specify the location where to conduct the search.

o

Look for—Specify the object type.

o

Updated—Specify when the object was last modified.

4. Define the specific search criteria:

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Pro/ENGINEER Collaborative Environment o

Look for—Choose a particular attribute that you want to constrain (for example, a file name, keyword, version).

o

Of Value—Specify the operators by choosing one of the available operators in the operators list box. In the text box, type a string to use for constraining the search. For example, you can search for an object with a file name that contains a string "arm". To do that, select File Name in the Look in list, Equal to in the Of Value list, and type *arm* in the text box (use the asterisks * as wildcards).

5. Click Add to add the criterion. The criterion is added to the list at the lower part of the navigator. Continue to add more criteria if desired. 6. The criteria you have added appear at the bottom of the page. Revise the criteria as necessary: o

Delete a selected criterion.

o

Delete all selected criteria by selecting All and clicking

o

Edit a selected criterion by clicking

o

Select Match All Criteria to find objects that meet all specified criteria. To find objects that meet at least one of the criteria, clear this option.

.

.

7. When finished specifying the criteria, click Search. The results summary report appears under Search Results in the navigator. The detailed search results appear in the Search Results page in the Pro/ENGINEER browser. 8. If you found the object, you can open it in Pro/ENGINEER by dragging it into the graphics window. Note: To conduct a full search, click Full Search at the bottom of the navigator. To conduct a simplified search, click Search at bottom of navigator.

Connections About the Connections Navigator The Connections navigator provides you with quick access to PTC solutions pages and services, or any important connections that you frequently access. These built-in connections appear as top-level nodes in the Connections tree. After you open a connection in the browser, a corresponding quick-access button is added to the browser toolbar. When you return to a particular connection, the browser opens the last page you visited on that connection. Note: To remove a quick-access button from the browser toolbar, right-click the button and click Close. In addition to the built-in connections, you can add links to a component of a connection (connection instance). For example, you can add a link to a specific catalog provided by Windchill PartsLink.

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Collaboration and Data Management - Help Topic Collection

tab. To open a connection, click To activate the Connections navigator, click the its node in the tree or the corresponding button in the Pro/ENGINEER browser toolbar. PTC Supplied Connections The Connections navigator contains the built-in links and portals, such as User Area, Projects, Catalogs, User Group, and so on. Each built-in top-level connection node has a special icon. When you click the icon, you access the home page for that connection. Note: Built-in connections cannot be removed.

To Add New Connections As new software solutions become available on the PTC Web site, you can add them to the Connections navigator. You can add, remove, or reorder additional connections. To Add a New PTC Solution 1. Click the tab to open the Connections navigator. The home page for Connections opens in the Pro/ENGINEER browser. 2. In the Web page, select a solution to add and click Bookmark in Pro/ENGINEER. 3. Confirm your selection. A new connection is added to the Connections tree. To Add a Link to a Connection Instance You may want to add a link to a particular connection instance (component of a connection). This gives you quick access to the pages you need. For example, you can add a particular catalog or project to the Connections. 1. Select a connection in the Connections navigator. 2. In the connection's home page, locate a link to add. 3. In the Web page, click Bookmark in Pro/ENGINEER. A new node appears under the selected connection. You can remove, rename, or reorder that node.

To Add a Favorite Link to the Connections Navigator You can save a link to your favorite page of a software solution as a subnode under the connection's node. You can remove, rename, or reorder favorite links. Note: You can reorder links only within the connection in which they were created. To add a favorite link:

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Pro/ENGINEER Collaborative Environment

1. Select a connection and open the page that you want to add to the Connections tree. 2. Right-click within the Pro/ENGINEER browser to open a shortcut menu. 3. Click Add to Favorites. Note: If you did not access a site through the Connections navigator, adding a favorite adds a link to the Favorites navigator.

To Manage Connections You can change the Connections tree by reordering, deleting, or renaming nodes. You can also view properties of a connection. To Reorder Nodes To reorder a node in the Connections navigator, drag it to a new location. Note: You cannot move a link outside its connection. To Delete Nodes 1. Select a node in the Connections navigator. 2. Right-click to open a shortcut menu. 3. Click Delete. The connection is deleted. Note: You cannot delete built-in connections. To Rename Nodes 1. Select a node in the Connections navigator. 2. Right-click to open a shortcut menu. 3. Click Rename. Note: You cannot rename nodes for built-in connections. To View Connection Properties 1. Select a connection. 2. Right-click to open a shortcut menu. 3. Click Properties. The Connection Properties dialog box opens, displaying the name and location of the connection. Customizing Connections Company-Wide A System Administrator can add custom connections to the Connections navigator. For more information, refer to the Pro/ENGINEER Installation and Administration Guide. 17

Collaboration and Data Management - Help Topic Collection

To Subscribe to Connections You can subscribe to connections to receive automatic alerts when new information is available for a particular connection. The system checks for updates at startup. If a connection has changed, the bold. The

tab is flagged, and the connection's node turns

tab remains flagged as long as there is a connection that has updates.

Note: All built-in PTC connections have subscriptions set up by default. You can cancel any existing subscriptions. To subscribe to a connection: 1. Select a node in the Connections navigator. 2. Right-click to open a shortcut menu. 3. Click Subscribe. To unsubscribe, right-click a node and click Unsubscribe from the shortcut menu.

Accessing PartsLink About the Windchill PartsLink Connection You can access Windchill PartsLink online catalogs from the Connections navigator or by browsing in the Pro/ENGINEER browser. The home page for the PartsLink connection lists available catalogs. You can browse catalogs, search for a component, and download or drag the selected component in Pro/ENGINEER. You can add a shortcut to a particular catalog to the Connections navigator. You can search a single catalog or several at a time using Windchill PartsLink search tools. To access the Windchill PartsLink connection: 1. Click the

tab to open the Connections navigator.

2. In the Connections navigator, click the Catalogs node. The Windchill PartsLink home page opens in the Pro/ENGINEER browser. You can now select a catalog to browse, or you can add a shortcut to a particular catalog to be accessed from the Connections navigator. Subscribing to the Windchill PartsLink Connection By default, you are subscribed to receive notifications if any new catalogs are added to the Windchill PartsLink site. You can unsubscribe and disable the alert. If you are subscribed to Windchill PartsLink catalogs, Pro/ENGINEER checks the Windchill PartsLink site for upgrades at the startup. If updates are available, the Connections icon is flagged

18

, and the Catalogs node changes to bold.

Pro/ENGINEER Collaborative Environment

To subscribe or unsubscribe, right-click the Catalogs node in the Connections navigator and click Subscribe or Unsubscribe on the shortcut menu. To Add a Shortcut to the Windchill PartsLink Catalog You can add a particular Windchill PartsLink catalog as a shortcut to the Catalogs node on the Connections tree. Note: To add a multiple-language catalog, select the appropriate language link from the catalog home page and add it to Pro/ENGINEER. 1. Click the

tab to open the Connections navigator.

2. Click the Catalogs node on the Connections tree. 3. Select a catalog and click Bookmark in Pro/ENGINEER. 4. The system prompts you to confirm. Click Yes to add a shortcut to the catalog. 5. To open a catalog in the Pro/ENGINEER browser, click the corresponding node in the navigator. You can now browse the catalog or search for components to download. Note: To go back to the Windchill PartsLink home page, click toolbar.

in the browser

About Catalog Parts Catalog parts that you open in Pro/ENGINEER have a label in the bottom right corner of the Pro/ENGINEER graphics window. Note: •

Downloaded catalog parts are read-only in Pro/ENGINEER.

•

You can save a catalog part in Pro/ENGINEER to a different name. This enables you to modify the renamed part.

The catalog part "remembers" its catalog page. A special model parameter stores the link to the source catalog page: ptc_catalog_part_url=http://www.ptc.com Using the ptc_catalog_part_url parameter, you can reference the source catalog page in the model notes, a drawing, or a report. You can view a link to the catalog page in the Relation and Parameter information. Passing Catalog Parts Parameters to the PDM System When you save an assembly with a downloaded part to the PDM system, all designated parameters of the downloaded catalog part are passed to the PDM system. You can view the following properties on the Windchill Properties page:

19

Collaboration and Data Management - Help Topic Collection •

ptc_catalog_part

•

ptc_catalog_part_lastmodified

•

ptc_catalog_part_dictionary

•

ptc_catalog_part_url

To Incorporate Catalog Parts into Your Model After you find a catalog component that you want to use, you can incorporate it in your design using one of the following methods: •

Drag a catalog component into the graphics window.

•

Download a catalog component to your hard disk and then retrieve it in Pro/ENGINEER.

To Drag a Standard Component into Your Session 1. Click the

tab and go to the Windchill PartsLink site.

2. Select a catalog and locate a component that you want to retrieve. The part page opens in the browser. 3. Click Download Cad Model. The Download Cad Model page opens. 4. Drag it into the graphics window. 5. Pro/ENGINEER incorporates the model into the session according to the following rules: o

If no part or assembly is currently active, Pro/ENGINEER opens the model in the current session.

o

If a part is active, Pro/ENGINEER opens the part in a new window.

o

If an assembly is active, the system places you in the component assemble operation.

6. When finished, save the catalog part. To Download a Standard Component 1. Click

and go to the Windchill PartsLink site.

2. Select a catalog and locate a standard component to download. The part page opens in the browser. 3. Click Download Cad Model. 4. Choose any format supported by Pro/ENGINEER, including a Zip file. 5. Specify the location. The file is saved to the specified location. You can now retrieve it in Pro/ENGINEER. 20

Pro/ENGINEER Collaborative Environment

Accessing Windchill ProjectLink About the Windchill ProjectLink Connection You can interact with Windchill ProjectLink from your Pro/ENGINEER session in two ways: •

To browse the contents of your project without making changes to Pro/ENGINEER files, use the Connections navigator and access ProjectLink in the Pro/ENGINEER browser.

•

To edit Pro/ENGINEER files from your project, you must first register your project with Pro/ENGINEER using Tools > Server Registry.

Accessing Pro/COLLABORATE To Add the Windchill ProjectLink or Pro/COLLABORATE Connection Note: Adding a ProjectLink connection adds a node to the Connections tree, but does not register a server. To add a ProjecLink node to the Folder navigator, you must register the server using the Server Registry dialog box. tab to open the Connections navigator. The home page for 1. Click the Connections opens in the Pro/ENGINEER browser. 2. In the Connections navigator, click the Projects node. The home page for Projects opens in the Pro/ENGINEER browser. 3. Locate the ProjectLink or Pro/COLLABORATE section in the Projects home page and click Bookmark in Pro/ENGINEER. The respective node is added to the Connections navigator under Projects. 4. Open Windchill ProjectLink or Pro/COLLABORATE in the Pro/ENGINEER browser by clicking the respective node in the Connections navigator.

Mail Tool About the Mail Tool You can e-mail your models from within Pro/ENGINEER. You can send Pro/ENGINEER objects as attachments and select the output format other than the default Pro/ENGINEER format. When you select an object to e-mail, Pro/ENGINEER automatically determines all dependent files and includes them in the e-mail. You can set the maximum file size for the attachment by setting the web_max_mail_size configuration option. When you receive an e-mail with an attachment that contains a Pro/ENGINEER part (in a zipped file or in regular format), you can open it by dragging the file into the graphics window. To open an assembly that you received through e-mail, you must first unzip it, then you can open it in Pro/ENGINEER.

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Collaboration and Data Management - Help Topic Collection

There are two mailing options: •

or Mail Recipient (as Attachment)—Send the selected object and all dependent objects as an attachment.

•

or Mail Recipient (as Link)—Send a link to the selected object and all its dependencies. This is possible only for objects that have persistent Web locations (for example, in a Windchill folder).

You can access the mail tool in one of the following ways: •

Click File > Send to.

•

Click

•

Open a shortcut menu and click Send to—Access the shortcut menu as follows:

or

on the menu bar.

o

To send a subassembly of an active assembly, right-click a subassembly in the Model Tree or in the graphics area. Note: You cannot be in the process of creating or modifying an object.

o

To send an object while in the File Open dialog box, right-click the object.

Note: •

When you send an object using the shortcut menu, Pro/ENGINEER automatically zips up the file.

•

If you want to include files whose relationships are not governed by Pro/ENGINEER (for example, a model and its texture), you must make sure that all required files are attached to the e-mail.

Setting Up the Mail Tool on UNIX Machines If you work on a UNIX machine, your PTC email account settings are stored in the ptc-mail profile. When you use the Send To functionality for the first time, the system asks you to set up your email and newsgroup accounts. You can make changes to your account settings using Edit > Mail & Newsgroup Account Settings. To access your PTC email account settings on UNIX: 1. Open the mail tool. 2. Click Edit > Mail & Newsgroup Account Settings. Change settings as required.

To Mail Pro/ENGINEER Objects as Attachments Use this procedure to send an active object in session. 1. Open a Pro/ENGINEER object to be e-mailed.

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Pro/ENGINEER Collaborative Environment

or click File > Send to > Mail Recipient (as Attachment). The 2. Click Send as Attachment dialog box opens. 3. Select the file format. 4. To create a Zip file, select Create a ZIP file containing my attachment. The selected model and all required files are zipped into the model_name.zip file. Note: For some output file formats (for example, WWW and CADDS), the option to create a Zip file is automatically set and cannot be unselected. This is necessary so as to preserve a directory structure of the output files. 5. Click OK.

Setting Up Your Collaborative Environment About Supported Servers Pro/ENGINEER lets you access the following types of servers: •

Windchill based servers (Windchill Foundation, Windchill PDMLink, ProjectLink, Pro/COLLABORATE)

•

Pro/INTRALINK (one server only)

•

FTP sites (only for file retrieval)

•

Shared Spaces

To set up a connection, you must register servers using Tools > Server Registry. Consider the following rules for registering servers: •

You can register multiple servers.

•

When you register a server that uses a workspace or project, you must also specify the active workspace or project that resides on that server. The server and workspace or server and project pair constitutes a site.

•

You can register only one Pro/INTRALINK server.

Note: Windchill PartsLink and shared spaces do not require registering with Tools > Server Registry. After a site has been registered, it appears in the navigator and also in Pro/ENGINEER dialog boxes commonly used for file operations such as File > Open, Component > Assemble, Component > Replace. Depending on the architecture of the application, the site can be navigated using the Folder or Connections navigator, as shown in the following table. Folder Navigator

Connections Navigator

Windchill

Pro/COLLABORATE

Pro/INTRALINK

ProjectLink

FTP site

PartsLink

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Folder Navigator

Connections Navigator

Shared Spaces (requires a license for Design Collaboration Extension) ProjectLink Windchill PDMLink

Server Terminology Registered Windchill Server—A combination of a Windchill server and workspace that you registered using Tools > Server Registry. Registered ProjectLink Server—A combination of the server and project that you registered using Tools > Server Registry. Primary server—A registered server that you designated as the default location for everyday data storage operations. The primary server is used for searching, downloading, saving, checking in, and checking out files. Secondary servers—Additional servers that you can use to browse, download, or back up files. Windchill Workspace—A private area in Windchill for managing your files while working on a task. A workspace allows you to track and change multiple objects and perform basic data management operations from within the Pro/ENGINEER user interface. A workspace consists of a local cache directory and a folder in the user cabinet on the server. You can have several workspaces on a server. Active workspace—Each registered server has an active workspace. When working with the primary server, the active workspace becomes the default location for created, retrieved, or modified objects. Inactive workspace—Additional workspaces on the registered server.

Managing Servers To Register a Server 1. Click Tools > Server Registry. The Server Registry dialog box opens. 2. Click Add on the Servers tab. The Server Property dialog box opens. 3. Specify the server name to appear in the navigator. Note: You can enter any name for the server. 4. Enter the server location. The location can be one of the following: o

FTP server—Type an Internet address of the FTP site.

o

Windchill server—Type an Internet address of the Windchill server. Optionally, you can specify the port number. For example: ptc.windchill.com:8000/Windchill

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Pro/ENGINEER Collaborative Environment

or www.procollaborate.com/ProjectLink. Note: o

The http:// prefix is added after you type an Internet address.

o

You can get the correct address of your Windchill server from your Windchill Systems Administrator.

5. Click Check to validate the server location. 6. Enter the user name and password in the authentication dialog box. 7. For a server that uses workspaces or projects, select the workspace or project name. Note: If you do not have a workspace on the server, the system automatically creates a workspace with the name default_WS. You can later create another workspace and set it to be the active one. 8. Click Close. The server is added to the Folder navigator.

Using the Server Registry Dialog Box To manage servers, click Tools > Server Registry. The Server Registry dialog box has two tabs: Server and Workspace. The Server Tab The Server tab lets you perform the following tasks: •

Set—Set the primary server

•

Add—Add a new server.

•

Edit—Edit the server properties, including its name, location, and active workspace.

•

Delete—Delete a server.

•

Save As—Save the current server registry settings to a file.

•

Work Offline—Allows you to work with the workspace when not connected to the server. Note: The work offline functionality is available only if you are connected to a Windchill 8.0 server.

The Description section in the dialog box lists the server and workspace for the selected entry in the list.

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The Workspace Tab This tab is the default if you have a registered server. The Workspace tab lists workspaces that you have on the primary server. This tab contains two buttons: •

Set—Set the selected active workspace.

•

New—Create a new workspace on the active server and make it active.

The Description section in the dialog box lists information for the primary server.

Connecting to the Server at Startup You can specify whether Pro/ENGINEER is connected to the server at startup by setting the dm_remember_server configuration option. The values are as follows: •

no—Pro/ENGINEER starts up from a local directory (no server connection).

•

yes—(Default) Pro/ENGINEER checks the record of the last active site and attempts to connect to the server at startup. If there is insufficient information to connect to the server, Pro/ENGINEER starts from a local directory.

To Set the Primary Server You can set a Windchill or ProjectLink server to be the primary server. Note: An FTP server cannot be set as the primary server. 1. Choose Tools > Server Registry. The Server Registry dialog box opens. 2. Select a server from the list of servers. 3. Click Set. A red arrow points to the primary server in the server list. 4. Click Close.

To Edit Server Properties 1. Click Tools > Server Registry. The Server Registry dialog box opens. 2. Select a server from the list of servers. 3. Click Edit. The Edit Server dialog box opens. 4. Change the server name, location, or workspace. Note: o

You cannot change the location for the primary server.

o

When you change the workspace on the primary server, you must erase objects from the session.

5. Click OK.

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Pro/ENGINEER Collaborative Environment

6. Click Close in the Server Registry dialog box

To Remove a Connection to a Server Note: You cannot delete the primary server. To delete a connection to the primary server, you must first deactivate it—only then can you remove it. 1. Click Tools > Server Registry. The Server Registry dialog box opens. 2. Select a server from a list of servers on the Server tab. 3. Click Delete. The system prompts you to confirm. 4. Click OK. The server is removed from the navigator, the server list in the Server Registry dialog box, and from all dialog boxes that list file locations (for example, the File Open dialog box) .

To Work Online or Offline The work offline functionality is available only if you are using a Windchill 8.0 server. 1. Click Tools > Server Registry. The Server Registry dialog box opens. 2. Select a listed server and click Work Offline. The Synchronize Workspaces dialog box opens. Note: You can also right-click a server in the folder navigator and click Work Offline. 3. Click the appropriate checkbox to synchronize your workspace with the content on the server. Pro/ENGINEER downloads the required content (ignoring the current cache threshold limit) for only those workspace items that have been linked to the server. To synchronize your workspace with the workspace on the server, select one or all of the following: o

Synchronize (Sync/CS)—Updates the name and other model properties of the object in the cache with respect to the ones on the server.

o

Download—Downloads the content files from the PDM system to the Pro/ENGINEER workspace. If your workspace is offline, then Download downloads the following: — Content of objects that are added to the workspace but not downloaded. — Content of objects that are checked out in the workspace but not downloaded. — The master assembly for each external simplified representation in the workspace. — The entire family table for any family table generics of instances.

o

Upload—Uploads the Pro/ENGINEER files and metadata to the server-side workspace and the PDM server. Upload is used to backup the content and metadata in a Pro/ENGINEER workspace. If your workspace is offline, then

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Collaboration and Data Management - Help Topic Collection

Upload also uploads the metadata and content of the newly created files and the changed files in the Pro/ENGINEER client workspace. The Status column in the Servers pane of the Server Registry dialog box displays the status of the server as Offline. To return to an online server, select a server that is currently offline and click Work Offline. If the server is available, you are reconnected to it and the Status column value in the Server Registry dialog box changes to Online. Note: •

Pro/ENGINEER informs you if the server is unavailable, and the server status remains Offline.

•

If reconnection is successful, you must synchronize your workspace to bring the local cache up to date with any changes that may have occurred on the server.

•

You may also need to rename items that were created while the workspace was offline.

Setting Up Windchill Servers About Setting Up Your PDM System To connect to servers in Pro/ENGINEER, you must register them using Tools > Server Registry. Registering a Windchill server requires specifying a server/workspace pair that uniquely defines the database to use. You can register multiple servers. Only one Windchill server can be the primary server. To set up the default file location, you must designate the primary server. This is the active server for your everyday work, such as checking in, checking out, downloading, and saving files. All additional registered servers are considered secondary servers. You can change the primary server during your Pro/ENGINEER session. Using Workspaces on Windchill Servers For each registered server, you must specify the active workspace. A workspace is a private area for managing your work while working on a task. The workspace allows you to track and change multiple objects and perform basic data management operations from within the Pro/ENGINEER user interface. A workspace consists of a local cache directory and a folder in the user cabinet on the server. In addition to the active workspace, the server may contain inactive workspaces.

To Configure Your PDM System Before you start using the PDM system from within Pro/ENGINEER, you must first configure your connection to Windchill servers. 1. Start Pro/ENGINEER. 28

Pro/ENGINEER Collaborative Environment

2. Register one or several Windchill server using Tools > Server Registry. Each server must have a paired workspace specified on that server. 3. Set the primary server using Tools > Server Registry. The active workspace on the primary server becomes the default location for saving files. 4. Set the working directory for auxiliary files (for example, info files, .tst files) using File > Set Working Directory.

To Change the Default File Location to the Local Directory If you want to work with Pro/ENGINEER locally without connecting to the servers (in stand-alone Pro/ENGINEER), you can change the default location for saving files to a local directory. 1. Click Tools > Server Registry. The Server Registry dialog box opens. 2. Select from the list of servers. 3. Click Set. A red arrow points to the setting in the server list. 4. Click Close. 5. Set the working directory using File > Set Working Directory.

Registering a Project About Registering Windchill ProjectLink To work with Pro/ENGINEER files that reside in Windchill ProjectLink, you must first register your project with Pro/ENGINEER. Registering a project with Pro/ENGINEER requires specifying the server/project pair. Use one of these methods to register a project: •

Click Tools > Server Registry to open the Server Registry dialog box.

•

Go to the Connections navigator and access Windchill ProjectLink in the Pro/ENGINEER browser. In Windchill ProjectLink, access your project's home page and click Register in Pro/ENGINEER from the project's Actions pulldown menu.

After you registered a project, two shortcuts to your project (Project and Project WS) appear in the Folder navigator, and the connection to this project is added to the Connections navigator. You can also use file management commands available in the File menu with your project files. Using Windchill ProjectLink as a PDM Tool You can register a particular project in Windchill ProjectLink to act as the primary server for Pro/ENGINEER data.

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Collaboration and Data Management - Help Topic Collection

After you register your project as the primary server, you can use regular file management commands (for example, File Open or Backup) and PDM related commands (for example, Check In, Check Out) when interacting with ProjectLink. Using Windchill ProjectLink as a File Repository You can use Windchill ProjectLink as a file repository by registering a project with Pro/ENGINEER as a secondary server. After the project is registered, you can use regular file management commands to open Pro/ENGINEER files from or save them to the project.

Cache Management About Cache Conversion Cache conversion takes place when you invoke a later release of Pro/ENGINEER and your local database cache is from an earlier release of Pro/ENGINEER. During this conversion, the cache of your previous workspace is copied and upgraded to the latest cache format. If this conversion is successful, a message appears in the Event Console informing you that the upgrade of cached objects was completed successfully and that the saved or cached data for the previous workspace is now upgraded to another cache. Note: Ensure that you have uploaded all the objects in the cache before you upgrade to the newer version of Pro/ENGINEER.

About Cache Management Each registered workspace requires space on your local disk to store objects that you check-out, download or create. This space is called the cache. Pro/ENGINEER provides tools to manage and gather information about the cache. You can: •

View the location of the .cache folder.

•

View cache size, cache used and available disk space.

•

Change the maximum size of the cache.

•

Clear all cached objects from a server.

•

Clear all cached objects for a specific workspace.

To Change the Cache Size By default, all workspaces are allocated 400 mb of cache. You can modify the maximum size of the cache by using the dm_cache_size config.pro option. Enter the desired number of megabytes as a value.

To View Cache Information 1. Click Tools > Server Registry. The Server Registry dialog box opens. 30

Pro/ENGINEER Collaborative Environment

2. Click the Cache tab. The Cache tabbed page opens revealing the following information: •

Workspace cache size.

•

Total cache used.

•

Available disk space.

To Clear the Cache 1. Click Tools > Server Registry. The Server Registry dialog box opens. 2. Click the Cache tab. The Cache tabbed page opens. 3. Click Clear. The cache for all of your workspaces is deleted.

To Clear the Cache for a Specific Workspace 1. Click Tools > Server Registry. The Server Registry dialog box opens. 2. Click the Cache tab. The Cache tabbed page opens. 3. Click Cache Tools. The Cache Management dialog box opens. 4. Double-click on a server in the Location list. The Location list expands revealing all of the workspaces on the selected server. 5. Select a workspace and click Clear Cache. The cache for the selected workspace is deleted.

Working with FTP Sites Accessing Data on FTP Sites You can retrieve a Pro/ENGINEER model from an FTP site. Pro/ENGINEER files are transferred using binary data transfer. User Authentication When you try to access a restricted site, depending on the permissions set on that site, you may be required to specify the user name and password. You can include the user name/password information as part of the address string that you enter in the address field of the Pro/ENGINEER browser or in the File Open dialog box. Alternatively, you can specify the user name and password using an authentication dialog box. Navigating to an Unregistered Location You can navigate to an unregistered FTP location in one of the following ways: •

Type the address in the Pro/ENGINEER browser input window

31

Collaboration and Data Management - Help Topic Collection •

Open the File Open dialog box and type the address in the Name field.

Use the following syntax for the address: ftp://server_name.com Note: If you enter a password as part of the Internet address, the password remains readable by you and other users. Do not use this syntax for passwords that you do not want to be exposed.

Working with a Registered FTP Site To include an FTP location as part of your working environment, you must register an FTP server using Tools > Server Registry. This adds the corresponding node to the Folder navigator and to the Look In list in the File Open dialog box. Retrieving Pro/ENGINEER Models from an FTP Site You can retrieve a Pro/ENGINEER model from a registered FTP site in one of the following ways: •

In the Folder navigator, navigate to the site, select an object in the Pro/ENGINEER browser, and drag it into the graphics window.

•

In the File Open dialog box, navigate to the site, and double-click an object.

Customizing the Browser and Navigator To Customize the Browser You can use the Browser tab in the Customize dialog box to customize the Pro/ENGINEER browser in the following ways: •

Set the initial width

•

Turn the browser animation on or off

•

Set the browser to open by default at Pro/ENGINEER startup

Note: You can also use the Toolbar tab in the Customize dialog box to control the display of the browser toolbar and the browser address bar. To customize the browser: 1. Click Tools > Customize Screen or right click in the browser toolbar and click Customize Browser. The Customize dialog box opens. 2. Click the Browser tab. 3. Set the following options:

32

o

Window's width (%)—Move the slider to adjust the width, or type the percentage in the text box.

o

Animate when open or close

o

Expand Browser by default while loading Pro/ENGINEER

Pro/ENGINEER Collaborative Environment

4. Save the changes to the config.win file using the Automatically save to. 5. Click Close.

Using the Shortcut Menu for Browser Customization While the Customize dialog box is open, you can right-click the browser toolbar and select the following options: •

Copy Button Image

•

Text Only

•

Image Only

•

Image and Text

•

What's This?

While the Customize dialog box is closed, you can right-click the browser toolbar or address bar and select the following options: •

Browser Toolbar

•

Address Bar

•

Add to Favorites

•

Customize Browser

•

Server Registry

To Customize the Navigation Tabs Select Navigation Tabs in the Customize dialog box to customize the navigator. You can control the placement of the navigators and the Model Tree. 1. Click Tools > Customize Screen. The Customize dialog box opens. 2. Click Navigation Tabs. 3. Under Navigation tabs setting, set the following options: o

Placement—Choose Left or Right.

o

Navigation Window's width (%)—Adjust the navigator's width. Move the slider to adjust the width, or type the percentage in the text box. Check the results in the preview window, located to the right.

o

Show history by default—Add the History navigator to the navigator tabs.

2. Configure the Model Tree placement and window size. Depending on how the enable_tree_indep configuration option is set, you can do the following: a. If the configuration option enable_tree_indep is set to no (default), you can set this option:

33

Collaboration and Data Management - Help Topic Collection o

Placement—If the Model Tree is attached, specify its placement. The choices are: as part of the navigation tabs, above graphics area, or below graphics area. If you choose to attach the tree above or below the graphics window, the Model Tree is separated from the navigation tabs and has separate controls for height, width, and placement. You can set the height for the Model Tree by adjusting the slider or entering the percentage for Height. Check the results in the preview window, located to the right.

b. If the configuration option enable_tree_indep is set to yes, you can set these options: o

Display as a separate window

o

Placement—Specify the Model Tree placement with respect to the graphics area.

o

Height (%)—Set the height of the Model Tree window.

o

Width (%)—Set the width of the Model Tree window.

o

Same height as the graphics area—Set the height of the Model Tree window to be the same as the graphics area.

Note: The legacy config.win takes precedence over the enable_tree_indep configuration option setting. 5. Click Apply Settings to apply the changes. 6. Save the changes to the config.win file using Automatically save to. 7. Click Close.

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Data Management Using Data Management About Data Management in Pro/ENGINEER Pro/ENGINEER seamlessly integrates with the product data management (PDM) operations in all Windchill applications and Pro/INTRALINK. With integrated PDM functionality allows you can manage and control your product data within Pro/ENGINEER.

What Is Product Data Management? The product design process generates a tremendous amount of data. To reduce a product's time-to-market, data needs to be shared so that multiple designers can work on a single product. In such an environment, it is difficult to maintain control of your data while distributing it to the users who need it. Without the ability to control your data, you may find multiple designers each using different variations of the same data, which can result in overlapping or inconsistent designs. Pro/ENGINEER's access to PDM software allows you to control your data and to take advantage of a concurrent engineering environment. To accomplish this, the PDM system keeps all of your data on a central server. Within this server, all changes to your data are monitored, controlled, and recorded.

PDM Server The PDM server is the vault where your product data is stored and managed. The PDM server represents your underlying Windchill or Pro/INTRALINK PDM system. For users who are familiar with Windchill, the PDM server represents your collection of cabinets. For users who are familiar with Pro/INTRALINK, the PDM server represents the Commonspace browser.

Checkout and Checkin By default, the PDM system allows designers to download the latest version of a product design from the server. In order to modify a design a user must "check out" the design and copy all of its dependent objects from the server. The process of checking out communicates the user's intention to modify a design to the server. While the design is checked-out, only the user who checked out the design can modify it. All other users are only permitted to download a read-only version of the design. Thus the integrity of your data is maintained. When you are finished modifying a design and you want to share the modification with other users, you must perform a check-in operation. The check-in process signs, dates, and stores the object on the PDM server alongside the old data.

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Collaboration and Data Management - Help Topic Collection

Workspace

1 PDM Server 2 Workspace 3 Local Cache on Hard Disk 4 Pro/ENGINEER

The PDM system provides an interface called the Workspace for communicating between the PDM server and a Pro/ENGINEER session. The Workspace is a private area where you can track and change multiple objects and perform basic PDM operations. The Workspace is presented in a table format, each row of the table represents an object that you have either downloaded or checked-out while each column represents the object's attributes. Each column can be sorted or filtered independently which allows you to organize objects in your Workspace by attributes. The PDM system can create multiple workspaces. This ability is useful if you are working on several projects at one time. It allows you to create a workspace for each of your projects and segregate your design data by project affiliation. Typically you will use the Workspace to check out design information from the PDM server and to check-in modified designs. However, the Workspace will also allow you to: •

Perform basic PDM operations such as Upload, Check In, Download and Check Out

•

Display and sort active objects that you have either downloaded or checked-out.

•

Configure the display of new, downloaded, or checked-out objects.

•

The objects are displayed in a tabular format: o

36

Each row represents an object.

Data Management o

Each column represents an attribute of the object.

o

Each column can be sorted independently.

Iteration The PDM system tracks and stores every modification that you make to an object. Every time you check in a modified object, the PDM system stores that object as a new iteration of the original. Additionally the PDM system allows you to generate detail reports with which you can review every design modification made to an object. An object version can contain many iterations.

Version A version identifies the revision and iteration of the part (for example, A.1).

CAD Document In Windchill, a document is an object containing files in application format. A CAD document is an object containing a CAD model, which is a file or a set of files containing information in an application format. A document typically has attributes and nonstructured content that are relevant to the external application only. CAD documents: •

Store CAD-generated files (for example, 3D models, drawings, viewable images)

•

Can be related to parts so that a CAD document can describe the associated part

•

Can be related to other CAD documents to allow representation of the complex dependencies created and maintained by the authoring CAD system (for example, model-to-model, model-to-drawing relationships)

Part In Windchill, a part is the main object that represents a component or a logical group of components of your product. Typically a part represents a collection of CAD documents or a manufacturing operation that requires management.

Upload An upload transfers Pro/ENGINEER files and any other dependencies from your local working directory to the PDM sever. If the Pro/ENGINEER file is new, the upload process automatically creates a new CAD document on the PDM server and places a checked-out copy in the active workspace. An upload is used: •

To create a new CAD document on the PDM server for an existing Pro/ENGINEER file and to transfer Pro/ENGINEER files from your local file system to your personal cabinet on the Windchill server.

37

Collaboration and Data Management - Help Topic Collection •

To securely store modified CAD files that have not been checked in to the PDM server.

Download A download transfers the contents of an object from the PDM server to your active workspace as a read-only object. If an object is checked out by another user, you can use the Download command to add the object to your workspace for reference purposes only. Because downloaded objects are read-only, you should not modify them because you will not be able to check in these objects.

Update Objects that are downloaded to your workspace and not checked-out can become out-of-date if changes to the object have occurred on the PDM server. When this occurs, you must synchronize the design data in your workspace with the design data on your PDM server. This process is called an update.

Configuring Data Management About Configuring Data Management You can customize the way you configure data management by entering config.pro configuration file options and their values in the Options dialog box (Tools > Options). Data Management Help provides a list of configuration options arranged in alphabetical order. Each option contains the following information: •

Configuration option name.

•

Default and available variables or values. All default values are in italic.

•

Brief description and notes describing the configuration option.

To Set Data Management Configuration Options 1. Click Tools > Options. The Options dialog box opens. 2. Click the Show only options loaded from file check box to see currently loaded configuration options or clear this check box to see all configuration options. 3. Select the configuration option from the list or type the configuration option name in the Option box. 4. In the Value box type or select a value. Note: The default value is followed by an asterisk (*). 5. Click Add/Change. The configuration option and its value appear in the list. A green status icon confirms the change.

38

Data Management

6. When you finish configuring, click Apply or OK.

Setting File Retrieval Options You can set the following options to point to the Windchill cabinets: •

start_model_dir

•

pro_library_dir

•

pro_format_dir

•

pro_materials_dir

•

pro_group-dir

•

pro_symbols_dir

•

pro_catalog_dir

For example, use the following syntax for start_model_dir to make it point to a Windchill PDMLink library cabinet: start_model_dir wtpub://<server_alias>/Libraries/ Similarly, pro_group_dir points to a Windchill PDMLink product cabinet when you set pro_group_dir as follows: pro_group_dir wtpub://<server_alias>/Products/<product_name>. Note: •

In Pro/ENGINEER Wildfire, it is not necessary to set the search_path configuration option. By default, when you set a Windchill server as your primary server, the entire primary server with its active workspace appears in the search path.

•

If you retrieve an object from a location other than the primary server, the object is treated as a newly created object in Pro/ENGINEER. All actions performed on the object such as save, checkout, and so on are in context of the primary server and not the location from which the object was retrieved.

You can set the following options to point to a specific file: •

intf_in_use_template_models

•

template_designasm

•

template_mold_layout

•

template_ecadprt

•

template_solidpart

You can set the above options to point to the locations of Windchill files using the proper syntax and the name of the CAD document that manages the file. For example, template_drawing wtpub://<server_alias>/Libraries//.drw

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Collaboration and Data Management - Help Topic Collection

If you have set the start_model_dir configuration option then the template_