Design Conf

®

Pro/ENGINEER Wildfire™ 2.0

Design Conferencing Help Topic Collection

Parametric Technology Corporation

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Table Of Contents Design Conferencing ....................................................................................... 1 Using Design Conferencing............................................................................ 1 About Using Design Conferencing ................................................................ 1 License Requirements for Design Conferencing.............................................. 2 About the DCP License Package .................................................................. 2 Design Conference Terminology .................................................................. 3 About the PTC Conference Center................................................................ 3 To Access the PTC Conference Center .......................................................... 4 Design Conferencing for UNIX Machines ....................................................... 4 Frequently Asked Questions About Sharing a Model ....................................... 4 About User Accounts ................................................................................. 6 To Create a New Account ........................................................................... 6 To Log In to the Conference Center ............................................................. 7 To Specify the Design Conference Server ..................................................... 7 To Exit a Conference ................................................................................. 7 Initiating a Conference ................................................................................. 8 About a Design Conference......................................................................... 8 Conference Roles ...................................................................................... 8 To Create a Conference.............................................................................10 User Profile and Conference Preferences......................................................11 Extending and Accepting Invitations ..............................................................12 About Inviting Participants to a Conference..................................................12 To Invite Participants Using the Invite Participants Dialog Box........................12 To Invite a Participant Using My Contacts ....................................................12 To Invite Participants by E-mail..................................................................13 To Accept Invitations ................................................................................13 Participating in a Conference ........................................................................14 To View Your Conferences .........................................................................14 i

Table Of Contents

To Join or Reenter a Conference.................................................................14 To Remove a Participant from a Conference.................................................15 To Switch between Conferences .................................................................15 To Obtain Conference and Participant Information ........................................15 To Rename a Conference ..........................................................................16 About Deleting a Conference .....................................................................16 To Delete a Conference .............................................................................16 Tip: Joining a Previously Deleted Conference ...............................................16 Running a Shared Pro/ENGINEER Session ......................................................17 About Running a Shared Application Session................................................17 Pro/ENGINEER Environment and Licenses for the Shared Session ...................18 To Run a Shared Session...........................................................................18 To Transfer the Role of the Presenter..........................................................19 Using the Session Controls ........................................................................20 PDM System as a Data Source for Design Conferencing....................................20 About Using a PDM System from Design Conferencing ..................................20 To View the Authorized Operations .............................................................21 About Saving and Retrieving Database Objects ............................................21 To Set Up the PDM System as a Data Source ...............................................22 Shared Spaces ...........................................................................................23 About Shared Spaces................................................................................23 About Different Access Levels to the Shared Space .......................................24 To Edit the ptcvconf.ptc File.......................................................................24 To Access Shared Spaces ..........................................................................25 To Create a New Shared Space ..................................................................25 To Add to or Remove Objects from the Shared Space ...................................25 Adding Objects to the Shared Space ...........................................................26 To Work with the Shared Spaces ................................................................26 Contacts ....................................................................................................26 About My Contacts ...................................................................................26 To Add New Contacts Using Search ............................................................27 ii

Table Of Contents

About a V-Card ........................................................................................27 To Export a V-Card...................................................................................28 To Import a V-Card ..................................................................................28 Chat and Instant Messaging .........................................................................28 To Use Chat ............................................................................................28 To Use Instant Messaging .........................................................................28 Troubleshooting..........................................................................................29 About Log Files ........................................................................................29 Index ...........................................................................................................31

iii

Design Conferencing Using Design Conferencing About Using Design Conferencing Design Conferencing is a standalone tool that enables you to share files and run a shared application in real time. To use Design Conferencing, access the PTC Conference Center. The PTC Conference Center enables you to create a conference, invite participants, run a shared session of Pro/ENGINEER, and use Chat and Instant Messaging. You can invite colleagues from your company or from outside your company's firewall, provided they are connected to the Internet. There are many uses for Design Conferencing. For example, you can use Design Conferencing for the following activities: •

To participate in a design review

•

To train or consult other participants in modeling techniques

•

To share files with a restricted group of people

File sharing and security mechanism provided by Design Conferencing are based on Groove™ software.

How to Participate in a Design Conference To participate in a design conference, you either create a conference yourself and invite others, or you join an existing conference, created by someone else. To initiate a design conference, you must log into the PTC Conference Center and create a conference. The conference creator automatically becomes its Host. The conference Host sets preferences for the conference and invites participants. After other users receive invitations and accept them, they can join the conference. Creating a conference creates a shared space (a designated file location accessible only to the conference participants) locally for each participant. When data is placed in the shared space, it is encrypted and copied to all conference participants' shared spaces. For all conference participants who are logged into the PTC Conference Center, the contents of the shared space are synchronized. Any conference participant can start a shared Pro/ENGINEER session. The initiator of the shared session (session Leader) automatically becomes the Presenter and takes control of Pro/ENGINEER. For all participants who join the shared session and become Observers, the identical Pro/ENGINEER session starts on their machines, and all Presenter's actions are duplicated in real time. The Presenter can transfer control of Pro/ENGINEER to any participant. Only one person at a time can be in control of the shared session.

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Design Conferencing - Help Topic Collection

License Requirements for Design Conferencing A Design Conferencing license is required in order to do the following: •

Participate in a shared Pro/ENGINEER session

•

Access a Shared Space from within Pro/ENGINEER

Without a license for Design Conferencing, you can use the following Design Conferencing capabilities: •

Start up the Conference server

•

Log into the PTC Conference Center

•

Manage shared spaces

•

Create or join a conference

•

Use Chat and Instant messaging

•

Set conference preferences, settings, and obtain information

•

Manage contacts

About the DCP License Package Two types of license packages are available for Design Conferencing: •

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

•

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

With the DCP license, you have the following capabilities: •

You can create a conference, invite others, and use Chat and Instant Messaging.

•

You can join a shared Pro/ENGINEER session.

•

You can request control of a shared session. When given control over a session, you can use the full capabilities of Pro/ENGINEER and Design Conferencing to create and modify geometry as well as open files from the shared space.

The DCP license has the following limitations: •

You cannot initiate a shared Pro/ENGINEER session. Only a participant with a DCX license can start a shared session by choosing Run.

•

To conduct a shared session, at least one of the participants must have a full DCX license. If the only participant with a DCX license leaves, the shared session ends for all participants.

•

You cannot use Pro/ENGINEER outside the shared session.

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Design Conferencing

Design Conference Terminology •

Design Conference—A peer-to-peer event, enabling you to participate in a shared Pro/ENGINEER session that is synchronized for all conference participants. It also allows you to share files and exchange messages with conference participants.

•

Conference server—A program run on a machine that is set up to provide communication links between the PTC Conference Center users. o

Local server—If you have a Windows machine, you use your machine as a local Conference server.

o

Remote server—A Windows machine that is set up to act as a Conference server. Note: To run Design Conferencing on a UNIX machine, you must use a Windows machine as a remote server.

•

PTC Conference Center—An interface that enables you to conduct design conferences, access shared spaces, participate in Chat and Instant Messaging sessions with other conference participants.

•

Shared Space—A file location used to share conference files. Each conference has a dedicated shared space which is accessible only to the conference participants. For Windows machines, the shared space is created locally in encrypted folders on the user's hard drive. For UNIX machines, the shared space is created on the machine that is used as a Conference server. The contents of the shared space are synchronized for all conference participants who are logged into the PTC Conference Center.

•

Shared session—A synchronized session of Pro/ENGINEER that is run on all participants' machines in real time. The current session Presenter controls the shared Pro/ENGINEER session, while other session participants observe the Presenter's actions on their screens. The Presenter can grant control of Pro/ENGINEER to another participant.

•

V-card—User information that is stored in a .vcard file. The information stored in a V-card allows the PTC Conference Center to send invitations to conferences to users anywhere on the Internet.

About the PTC Conference Center To start working with other members of your team using Design Conferencing and shared spaces, access the PTC Conference Center. Using the PTC Conference Center, you can perform the following tasks: •

Create a conference

•

Join a new or reactivate an existing conference

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Design Conferencing - Help Topic Collection •

Invite participants and manage your invitations

•

Manage your contacts

•

Run and control a shared Pro/ENGINEER session

•

Use Chat and Instant Messaging

To Access the PTC Conference Center There are different ways to access the PTC Conference Center: •

From the current Pro/ENGINEER session—Click Applications > Conference. Note: You can browse the previously created shared spaces in the Folder navigator by expanding the Shared Spaces node.

•

By starting a standalone Design Conferencing application—Depending on your installation, you can use a shortcut on the Windows desktop or from the Windows Start menu, or enter a command in a system window. This lets you start the PTC Conference Center without launching Pro/ENGINEER.

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

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

You cannot use a UNIX machine as a local conference server for running the PTC Conference Center. A UNIX machine must connect to a Windows machine to use it as a remote server. Note: Any machine that acts as a Conference server for multiple users must have sufficient free space available to accommodate those users.

•

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

Frequently Asked Questions About Sharing a Model Who can place files in the shared space? Any conference participant can place a model into the shared space at any time.

What happens when a model is saved to the shared space? When the model is placed in the shared space, model data is encrypted and copied to the corresponding shared space of each conference participants.

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How secure is conference data when it is transmitted? Before it is transmitted, the conference data is encrypted using the Groove software. If you are running Design Conferencing using a remote server, the transmitted data is encrypted only after it reaches the Conference server.

What happens when the Leader shares a model without saving it? When the Leader shares a model without saving it, the model data is streamed to all session Observers, but is not available to them in the shared space. After the shared Pro/ENGINEER session is over, the model is erased from memory on each Observer's machine.

Who can make changes to or delete a model from the shared space? Once a conference session is over, any conference participant can access the shared space and revise or delete the model files. The shared space is intended as a temporary storage for the duration of the conference. The shared space does not provide version control or change management. If the model was saved to the shared space and you want to preserve it, copy the model to a local directory after the conference is over.

Who can save a model during a shared session? During a shared session, session Observers do not have control of Pro/ENGINEER. Only the current Presenter can save the model to the shared space. If a shared Pro/ENGINEER session ends and the model not saved to the shared space, upon exiting the session only the session Leader can save the model in session to a local directory.

How can I share the model without allowing other conference participants to save it? To prevent conference participants from keeping a model, open a model before you start a shared Pro/ENGINEER session. Then you can initiate a shared session, and use the model in session from the current Pro/ENGINEER session. If the Presenter does not save the model during the shared session, and if the model was not placed into the shared space, there are no model files that the participants can access after the Pro/ENGINEER session is over. If you do not want any session Observers to save the model in session, do not grant them control of Pro/ENGINEER.

Who can save the model if the session Leader exits or the Leader's Pro/ENGINEER session is terminated? Only the session Leader can save the model. If the Leader does not save the model to the shared space, the model is not available to other conference participants. 5

Design Conferencing - Help Topic Collection

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

About User Accounts User accounts are specific to the Conference server. Creating a new account registers you on the server that is running Design Conferencing. You can have several accounts on the same Conference server. Note: Each user name must be unique for all users of Design Conferencing.

Listing Existing Accounts on the Conference Server You can view all active accounts that were created on the Conference server by clicking the down arrow in the User Name box in the PTC Conference Center dialog box.

Deleting an Account To delete a user account, log in to the PTC Conference Center as that user and click Delete Account in the PTC Conference Center dialog box. Note: A system administrator cannot delete a user account without entering its passwords.

To Create a New Account When you access the PTC Conference Center on the Conference server for the first time, you must establish your user account on that server. Creating an account automatically logs you in to the PTC Conference Center. 1. Click Applications > Conference. The PTC Conference Center dialog box opens. 2. If you are not connected to the server, click Server Controls to open the Conference Server Host dialog box. To start the Conference server, click Connect. After you successfully connect to the server, the server status in the PTC Conference Center dialog box changes to Connected. 3. In the PTC Conference Center dialog box, click New Account. 4. Type your user name and password in the Create New Account dialog box. Note: Your user name must be unique. 5. Click Apply. The system confirms that the account has been created. 6. Click OK. 6

Design Conferencing

To Log In to the Conference Center 1. Click Applications > Conference. The PTC Conference Center dialog box opens, listing the default Conference server and the connection status. 2. If you are not connected to the server, click Server Controls and click Start in the Conference Server Host dialog box. 3. Specify the user name by selecting from the User Name list that contains existing user accounts created on the Conference server. Note: By default, the User Name list shows the name of the last user who successfully logged in to the Conference server. 4. Type your password and click OK.

To Specify the Design Conference Server

For Windows Users Windows users use their machines as local Conference servers. To start or stop the Conference server: 1. Click Server Controls on the PTC Conference Center dialog box. 2. Click Start in the Select Conference Server Host dialog box. 3. To disconnect, click Shutdown local server.

For UNIX Users UNIX users must point to an existing remote Conference server (a Windows 32-bit machine). To change a remote server for a UNIX machine: 1. In the PTC Conference Center dialog box, click Server Controls. The Select Conference Server Host dialog box opens. 2. Specify the remote server and click Start. After you have successfully connected to the server, the server status in the PTC Conference Center dialog box changes to Connected.

To Exit a Conference Several commands can end your participation in a conference. Choose a command depending on your intentions:

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Design Conferencing - Help Topic Collection •

Exit—Closes the PTC Conference Center and logs you out of the Conference server. You can exit any time, even while in an active conference. To exit, click Conference > Exit.

•

Log out—Logs you out of the Conference server without closing the PTC Conference Center. If needed, you can log in again. To log out, click Conference > Logout.

•

Leave—Lets you leave the conference temporarily. When you leave the conference, you are placed in the My Conferences page, from where you can reenter the same or join another conference, or create a new one. To leave a conference, click Leave at the bottom of the PTC Conference Center dialog box. Leave is available only while in the conference.

Initiating a Conference About a Design Conference Consider these rules for conducting a design conference: •

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

•

Your privileges depend on your role in a conference. The conference Host can define the conference settings, rename the conference, set rules for conference access, and remove a participant from a conference.

•

During a shared Pro/ENGINEER session, you have access only to the shared space. You cannot open or save models that are stored elsewhere. You can add models to the shared space by using the file management utility provided by the PTC Conference Center, accessed by clicking

•

.

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

Conference Roles In a conference, each participant is assigned a role. Functions and privileges of a participant depend on the participant's role in a conference. Conference roles are as follows: •

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

•

Attendee—A person who has accepted an invitation to a conference, but has not joined a shared application session.

•

Observer—A conference participant who has chosen to participate in the shared application session. Joining a shared session changes your role from an Attendee to an Observer.

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Design Conferencing •

Presenter—The conference participant who is currently in control of the shared application session.

•

Leader—The participant who initiated a shared session. This person automatically becomes the first Presenter. The Leader is the only person who can save the part used in the shared Pro/ENGINEER session after the session is over.

General Conference Functions and Privileges This table shows the functions and privileges of conference participants. Function or Privilege

Host

Presenter

Observer

Attendee

Use Chat

•

•

•

•

Use Instant Message

•

•

•

•

Create a conference (shared space)

•

Add objects to the shared space

•

•

•

•

Invite participants

•

•

•

•

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Design Conferencing - Help Topic Collection

Functions and Privileges of Participants in a Shared Session This table shows the functions and privileges of participants in a shared Pro/ENGINEER session. Function or Privilege Start a shared Pro/ENGINEER session

Host

Presenter

Observer

•

Attendee

•

•

Grant control

Pause/Playback

•

•

•

Request control

•

•

•

•

To Create a Conference 1. Click Applications > Conference. The PTC Conference Center dialog box opens. 2. If you have previously opened an account, type your user name and password. Click OK. Note: To create a new account, click New Account. 3. In the PTC Conference Center dialog box, click Create. 4. Enter the conference name. 5. If you want to prevent uninvited users from joining the conference, specify the access code for the conference. Select Access code required, enter the access code, and confirm it by typing it again. If you specify the access code, all conference participants are required to enter the access code upon joining. Tip: The conference Host can authorize whether a participant joins a conference. To set this option, choose Conference > Preferences. 6. Click OK. The PTC Conference Center dialog box opens a conference page. The conference participants, the conference name, and the session state are listed at the top of the page. Your user name appears in the Participant list. Note: Creating a conference creates a shared space for storing conference files. 7. You can now invite other participants to the conference.

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Design Conferencing

User Profile and Conference Preferences About Setting Conference Preferences To access the Preferences dialog box, click Conference > Preferences. You can set the following preferences: •

User profile—Use the User tab in the Preferences dialog box to create and publish your user profile.

•

Conference access—Use the Conference tab in the Preferences dialog box to require the Host to confirm all conference participants before they enter a conference.

•

PDM privileges—If the PDM system is selected as a data source for the session, use the Session tab to view the allowed PDM operations. Note: PDM privileges can be set by the session Leader before the shared session starts.

Note: A conference Host can set different access levels to the shared space for conference participants. Click here to learn more.

About User Profiles You can create and save your user profile. Your user profile is stored on the Conference server. You can also publish your user profile to make it available to other Conference Center users within the same local area network. This enables other users to see your profile information while you are logged into a conference server. Note: To invite a colleague outside of your company's firewall, use a V-card.

To Create Your User Profile 1. Click Conference > Preferences. The Preference dialog box opens. 2. Click the User Profile tab. 3. Fill out your user profile information. 4. Perform one of the following actions: o

To publish your user profile to other users of Design Conferencing, click Publish Information. When you publish your user profile, you make it visible to other users who can see you online within the local network. Note: This information can only be seen if you are logged into the Conference server.

o

To export a V-card, click Export VCard.

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Design Conferencing - Help Topic Collection

Extending and Accepting Invitations About Inviting Participants to a Conference Any conference participant can invite other users to join. There are several ways to invite participants: •

Use the Invite Participants dialog box, accessed by clicking

•

Send an email invitation by using

•

Use the My Contacts dialog box, accessed by clicking Conference > My Contacts.

.

in the Invite Participants dialog box.

To Invite Participants Using the Invite Participants Dialog Box

1. In the PTC Conference Center dialog box, click at the right bottom corner of the dialog box. The Invite Participants dialog box opens. 2. In the Look in list, select a domain from which you want to select the participants. 3. Click to the right of the Look in list. You can now browse a list of users in the current domain. 4. To invite a participant, select a name in the list and click informs you that the invitation was sent. Click OK.

. The system

5. When finished inviting participants, click Close. 6. When your invitations are accepted, the conference participants appear in the Participant list as Attendees. You can now use Chat or Instant Messaging, or start a shared Pro/ENGINEER session.

To Invite a Participant Using My Contacts You can invite participants to a conference using the My Contacts dialog box. 1. In the PTC Conference Center dialog box, click Conference > My Contacts. The My Contacts dialog box opens. 2. Select a contact from the My Contacts list or use search. To select multiple contacts to invite, click SHIFT or CTRL.

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Design Conferencing

3. Click

. The system send out invitations.

To Invite Participants by E-mail You can invite participants by sending them e-mail invitations. To invite to a conference by e-mail, you only need to know an e-mail address of the recipient. 1. In the PTC Conference Center dialog box, click at the right bottom corner of the dialog box. The Invite Participants dialog box opens. at the left bottom corner of the dialog box. A mail tool opens with the 2. Click invitation included. 3. Type e-mail address, provide any additional information, if desired, and click Send. After receiving an invitation to a conference by e-mail, the recipient can either join the conference immediately or save the invitation to join that conference later. To respond to an e-mail invitation: 1. Open e-mail and double-click the attachment. 2. If you have a PTC Conference Center running, you can choose to use it, or you can start a new application. If you start a new application, log in the PTC Conference Center. 3. Join the conference or save the invitation by clicking Join Conference or Save Invitation. If you save the invitation, you can later go to the My Invitations page and join that conference. Note: When you join a conference, the conference Host is added as a contact to your contacts list.

To Accept Invitations Note: If an invitation was sent to you while you were logged off, the invitation was discarded.

Responding to an Instant Invitation When someone invites you to a conference while you are logged into the PTC Conference Center, the You have got an invitation! dialog box opens, listing the Host and the conference name. To respond, click Accept Invitation or Decline Invitation. If you do not respond to an invitation, the dialog box closes in 30 seconds, and the invitation is added to the My Invitations list.

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Design Conferencing - Help Topic Collection

Accepting an Invitation by Using the My Invitations page 1. In the PTC Conference Center dialog box, click Invitations. The My Invitations page opens.

or click Conference > My

2. Review the list of conferences to which you have been invited. 3. Select one or several conferences and click Accept or Decline at the bottom of the dialog box. After you accept an invitation, the conference is listed in the My Conferences page.

Participating in a Conference To View Your Conferences You can view existing conferences and the conferences of which you are a member using the My Conferences page. From the My Conferences page, you can select a conference that you want to join. or click Conference > My Conferences in the PTC To list conferences, click Conference Center dialog box. The Look in list in the My Conferences page allows you to specify the location where the system will search for conferences. The Look In list gives you the following choices: •

LAN—Search for conferences in the Local Area Network and list both the existing conferences that you can see and those of which you are a member.

•

Subdomain in your local network—Search for conferences in a specific, userprovided subdomain designation. Generate a list of both the existing conferences that you can see and those of which you are a member. Note: You can also enter your own domain to search for conferences.

•

My Conferences Only—List only the conferences of which you are a member.

In the conference list, each row contains the conference name, the conference Host, and your role in the conference.

To Join or Reenter a Conference After you accept an invitation, you become a conference participant. You can leave a conference and then rejoin it later. You can also join a conference without an invitation by searching your domain in the Local Area Network for available public conferences. To join or reenter a conference, open the My Conferences page in the PTC Conference Center dialog box.

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Design Conferencing

1. Access the PTC Conference Center. 2. In the PTC Conference Center dialog box, click Conferences.

, or click Conference > My

3. By default, the My Conferences page lists the conferences to which you have accepted an invitation and those you created. To rejoin a conference, select a conference from the list and click Reactivate. 4. (Optional) You can search for other conferences in your Local Area Network by specifying the search location. On the My Conferences page, choose LAN in the Look in list. Select a conference from the list of current conferences and click Join.

To Remove a Participant from a Conference Only the conference Host can remove a participant from an active conference. 1. Access the active conference page and locate a participant to remove. 2. Right-click a participant's name. 3. Click Remove from Conference.

To Switch between Conferences You can accept invitations to several conferences. However, you can be an active participant of only one conference at a time. To switch between conferences, you must leave the currently active conference. 1. If you are currently in a conference, click Leave. 2. Confirm that you want to leave by clicking OK. You are returned to the conference home page. 3. To join another conference, select a conference and click Join or Reenter.

To Obtain Conference and Participant Information You can obtain the following information on a conference and its participants: •

Conference information—While on a conference page, click Action > Conference Information to list information about the conference and its Host. Alternatively, you can right-click a conference in the My Conferences page and click Conference Information. The Conference Info window lists conference information, including the conference name, Host name, participant name, Host machine name, and the type of access to the shared space.

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Design Conferencing - Help Topic Collection •

Participant information—Right-click a participant's name and click Participant Information.

To Rename a Conference You can rename an existing conference. Renaming a conference renames the shared space created for the conference. 1. Click Conference > Rename Conference. The Rename conference dialog box opens. 2. Type a new name for the conference and click OK.

About Deleting a Conference Deleting a conference ends your participation in the conference. Consider the following information about deleting a conference: •

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

•

If you are a conference Host, deleting a conference deletes your shared space. Although this does not delete the shared space of other conference participants, their shared spaces are no longer synchronized.

Tip: Before deleting a conference, close all Pro/ENGINEER models in session that are referenced by the shared session.

To Delete a Conference 1. To list conferences of which you are a member, click or click Conference > My Conferences in the PTC Conference Center dialog box. 2. Select a conference to delete. 3. Click Conference > Delete Conference.

Tip: Joining a Previously Deleted Conference Note: If you want to join the conference that you have previously deleted, you must log out of the PTC Conference Center and log back in. There are two ways to join the previously deleted conference (after you log back in to the Conference Center): •

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

•

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

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Design Conferencing

Running a Shared Pro/ENGINEER Session About Running a Shared Application Session To run a shared session of Pro/ENGINEER, you must first create a conference and invite participants. Any conference participant can initiate a shared session. The person who starts the shared Pro/ENGINEER session, the session Leader, automatically becomes the Presenter and gains control over the session. Any participant of the conference who joins the shared session by clicking becomes an Observer. Participants of the shared session can take turns controlling Pro/ENGINEER, and the Presenter's role can be transferred to an Observer. The shared space that was created for the conference is the default location for retrieving and storing conference files during the shared session. You can move all required model files to this shared space before you start the session. This enables you to share the files with other conference participants and access them during the shared Pro/ENGINEER session. Optionally, you can include your PDM system as a data source for the shared session. This makes the primary server of the PDM system the default file location for database operations. To learn more about using the PDM system as a data source, click here. When the Leader clicks Run, the Leader has the choice of using the current or starting a new Pro/ENGINEER session. For the Observers who join a shared session, a new Pro/ENGINEER session is started automatically so that configuration settings are properly synchronized. Note: If a new attendee joins the conference after the shared session has started, the new attendee cannot replay the session-in-progress, but will be able to participate in the next shared session.

Synchronizing Models for the Shared Session Design Conferencing supports two methods for synchronizing Pro/ENGINEER sessions so that the same Pro/ENGINEER model is in session: •

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

•

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

About the Mouse Pointer in the Shared Session When you join a shared Pro/ENGINEER session as an Observer, you do not have control over the shared Pro/ENGINEER session. Note: While observing a shared session, you can still run other applications.

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Design Conferencing - Help Topic Collection

During the shared session, you can observe the Presenter's pointer motions on your screen. To enable the Presenter's mouse animation, set the configuration option conf_mouse_anim to yes prior to the shared session.

Pro/ENGINEER Environment and Licenses for the Shared Session The initiator of the shared Pro/ENGINEER session (the Leader) sets the environment for all session participants. After participants join the shared session, the config.pro and config.win configuration files are streamed from the Leader's machine to the participants' machines. When the shared session starts, all conference participants acquire the license options of the session Leader. As control of the session is passed to a new Presenter, any additional license options of the Presenter are included in the license pool. If a participant has contributed any license options to the shared license pool, the respective license options are removed from the pool when that participant exits the session.

To Run a Shared Session Note: After the shared Pro/ENGINEER session has started, no new attendees are allowed to join the conference. 1. While in an active conference, click Run in the PTC Conference Center dialog box. You automatically become the session Leader. 2. The system prompts you whether you want to use the current Pro/ENGINEER session or prefer to start a new one. If you choose to run a new session, a new Pro/ENGINEER session starts in a separate window. Your role is now changed to Presenter, and Run becomes inactive. . The role of each 3. To start participating in a shared session, participants click participant is changed from Attendee to Observer. A new Pro/ENGINEER session starts on each participant's machine. The shared session configuration is determined by that of the session Leader. 4. The Presenter starts working with Pro/ENGINEER. All Presenter's modeling activities are duplicated on each Observer's machine. In the course of the session, the following activities may take place:

18

o

The Presenter can transfer session control to a session participant.

o

A session participant can request control over the session.

o

Session participants can use Chat and Instant Messaging.

o

The Presenter can stop or pause the session.

o

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

Design Conferencing

5. To terminate the session, click

.

To Transfer the Role of the Presenter Use one of the following methods to transfer control of a shared session: •

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

•

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

•

The conference Host can take over the session.

To Request Control of a Shared Session As an Observer, you can request control of a session. 1. In the PTC Conference Center dialog box, under Participants, locate the Presenter. 2. Right-click the Presenter's name to open a shortcut menu. 3. Click Request Control. A dialog box with your request opens on the Presenter's desktop. 4. The Presenter clicks Accept or Decline. If the Presenter does not reply, the request is pending until the next control transfer. 5. If the request is granted, right-click your name in the Participants list and click Take Control. You become the Presenter and gain control of Pro/ENGINEER.

To Grant Control of a Shared Session As a Presenter, you can grant control of a shared session to an Observer. 1. In the PTC Conference Center dialog box, under Participants, locate an Observer to whom you want to transfer the session control. 2. Right-click the Observer's name to open a shortcut menu. 3. Click Grant Control.

To Take Control of a Shared Session (for a Conference Host) A conference Host can always take control over a session. 1. In the PTC Conference Center dialog box, right-click to open a shortcut menu. 2. Click Take Control. The current Presenter receives notification that the conference Host has taken over the session.

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Design Conferencing - Help Topic Collection

Using the Session Controls When you run a shared application session, use controls located under Conference Session in the PTC Conference Center dialog box. Action

Who can do it

How to do it

Initiate a session

Any participant

Click Run.

Start recording

Presenter Click

Play a current session

Observer

Pause or continue a session

Any participant

Click

. .

to pause.

Click

(Presenter) Click to continue. (Observer) Click to continue. Exit a session

Any participant

Request control over a session

Any participant

Right-click the Presenter's name and click Request Control.

Grant control to an Observer

Presenter

Right-click an Observer's name and click Grant Control.

Click

.

PDM System as a Data Source for Design Conferencing About Using a PDM System from Design Conferencing When initiating a shared session, the session Leader can specify a PDM system such as Windchill or ProjectLink as a data source for the shared Pro/ENGINEER session. If the PDM system is included, the active workspace or project of the primary server becomes the default file location for database transactions during the shared session. In addition to the PDM system, the conference shared space is also available during the shared session.

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Design Conferencing

Session Leader as the PDM Master By connecting to the PDM server, the session Leader assumes the role of the PDM Master for the shared session. This means that the Leader's primary PDM server sets the default file location for storage and retrieval. In addition, the session Leader can also specify which database operations are allowed during the shared session. For example, the session Leader can disallow a check-in. Only the session Leader is required to have access to the PDM server. Other conference participants can be on the other side of the firewall, and they are not required to have access to the PDM server. Although the Presenter can initiate a database operation, the operation is executed through the Leader's connection to the PDM server. If connected to the PDM server, the shared session allows participants to access Windchill cabinets and the active workspace of the primary server. When the PDM Master exits the shared session, the Pro/ENGINEER session ends for all session participants.

To View the Authorized Operations At the beginning of the shared Pro/ENGINEER session, the session Leader can specify which PDM operations will be available for the duration of the shared session. The session Leader cannot change this selection after the shared session has started. You can view the authorized operations after the session has started. 1. Click Conference > Preferences. 2. In the Preferences dialog box, click the Session tab. 3. The Conference PDM Options dialog box lists operations available for the session. 4. Click OK.

About Saving and Retrieving Database Objects If the primary server is included as a data source for the shared session, the session Leader can retrieve objects from and save objects to the primary server. Note: The Leader's primary server becomes the default location for database transactions.

Saving Files Selecting Save during the shared session, saves objects to the active workspace of the primary server.

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Design Conferencing - Help Topic Collection

Saving a Copy Selecting Save a Copy during the shared session, saves objects to the active workspace of the primary server.

Backing Up Files To save objects to the conference shared space, use Backup.

Retrieving Objects During a shared session, the Leader can retrieve objects from the following locations: •

(Default) The active workspace of the primary server

•

Shared cabinets of the primary server

•

The conference shared space

Two methods are available to retrieve objects from the shared cabinets of the primary server: •

Change the Look in location in the File Open dialog box.

•

Use the Folder navigator to locate the object, and then open it using the Pro/ENGINEER browser.

To Set Up the PDM System as a Data Source Note: Before starting the shared Pro/ENGINEER session, the session Leader must have the primary server of the PDM system registered with Pro/ENGINEER. Use Tools > Server Registry to register the primary server and set up the active workspace or project. 1. If you are already a conference participant and want to initiate a shared session, click Run in the PTC Conference Center dialog box. 2. You are prompted whether you want to use the current Pro/ENGINEER session. Click Yes or No. 3. If the PDM system has been registered with Pro/ENGINEER, a dialog box opens prompting you whether you want to access the active workspace or project of the PDM system during the session. You can proceed to start the session by clicking Yes, or, before entering the session, you can specify which database operations will be available for the shared session. Note: After you start the shared session, you cannot change the selection of database operations. 4. To select operations, click Options.

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5. From the Conference PDM Options dialog box, select the database operations to allow and click OK. You can choose from the following operations: o

Check In

o

Check Out

o

Undo Check Out

o

Upload

o

Update

6. When finished selecting operations, click Yes to start the session. The shared session starts. The primary server of the PDM system becomes the default file location for the shared session. The Folder navigator shows the nodes for the Windchill cabinets and the active workspace or project as well as the node for the conference shared space. The database operations are available for you from the File menu. 7. Continue with the shared session.

Shared Spaces About Shared Spaces A shared space is a place where conference participants can share files and collaborate on a project. Note: If you included the PDM system as a data source for the shared session, the primary server of the PDM system becomes the default file location for storage and retrieval. To learn more about using the PDM system as a data source, click here. When you log in to the PTC Conference Center and create a conference, a corresponding shared space is created on your server. As you invite other participants to the conference, a copy of the shared space is created on the server of each participant. The contents of the shared space are duplicated for each participant. Any change is shared in real time among all conference participants who are logged in to the PTC Conference Center. If you work while not connected to the network, when you reconnect, the contents of the shared space are automatically updated. When the session Leader saves a model to the shared space, the same version of the model is available in the shared space for all conference participants. If the session Leader ends a shared session without saving the model, it is not present in the shared space. Note: For UNIX machines, the shared spaces are stored on a remote machine that runs the PTC Conference server. You can use the Folder navigator to browse files in the conference directory under Shared Spaces. To do this, you must log in to the PTC Conference Center. 23

Design Conferencing - Help Topic Collection

About Different Access Levels to the Shared Space As a conference Host, you can specify the appropriate access level to a conference and determine how and when conference participants can view the contents of the conference shared space. You can choose from two levels of access: •

Full access—(Default) Conference participants can access the contents of the conference shared space directly from Pro/ENGINEER or the PTC Conference Center. To access the shared space from the PTC Conference Center, the conference Host must be active in the conference. Alternatively, participants can click in the Pro/ENGINEER Folder navigator to search all the shared spaces to which they have access, regardless if the Host has activated the conference.

•

Limited access—Conference participants can access the contents of the conference shared space only if the conference Host has activated the conference. If the conference is not active, participants cannot see the shared space.

Note: These settings do not affect the Host's privileges. The conference Host always has full access to the conference shared space. To set up the access level, you must change the conference preferences by editing the ptcvconf.ptc file. The default ptcvocnf.ptc file is located in the Pro/ENGINEER_loadpoint/apps/ptcvconf/text/ directory. You can place ptcvocnf.ptc file locally, in the current or home directory. When you start Design Conferencing, the system looks for the ptcvconf.ptc file in the following order: 1. Pro/ENGINEER startup directory. 2. Home directory. 3. Pro/ENGINEER loadpoint directory, if you start the Conference Center from Pro/ENGINEER loadpoint. 4. Collaboration tools loadpoint directory, if you start Conference Center from the Collaboration tools load point. For example, if you have ptcvconf.ptc in the home directory, Design Conferencing uses that file and does not check the other locations.

To Edit the ptcvconf.ptc File The conference Host can set the level of access to the shared space by editing the ptcvconf.ptc file. 1. Locate the file in the Pro/ENGINEER_loadpoint/apps/ptcvconf/text/ directory and copy it locally to the current or home directory.

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Design Conferencing

2. Open the ptcvconf.ptc file. To change the access level to limited, edit the following line: (access_type

"full_access")

and change it to: (access_type

"limited_access")

3. Save the file to your current or home directory. Next time you start Design Conferencing, the application will use the new preferences.

To Access Shared Spaces You can access shared spaces from Pro/ENGINEER in two ways: •

While you are logged into the PTC Conference Center, click Design Conference dialog box.

•

If you are not logged into the PTC Conference Center, click the Shared Spaces node in the Folder navigator. Log into the PTC Conference Center and start working with the shared spaces.

in the PTC

To Create a New Shared Space 1. Access the PTC Conference Center. 2. Create a new conference by clicking Create in the PTC Conference Center dialog box. 3. To access the shared space, click . The Browse Shared Spaces window opens. The tree in the left frame of the window shows the shared space created for the new conference. You can now add objects to the shared space.

To Add to or Remove Objects from the Shared Space

1. Click opens.

to access the shared spaces. The Browse Shared Spaces window

2. If you have several shared spaces, click the node for the shared space to which you want to add objects. 3. To add objects, click . In the Open dialog box, select an object that you want to add to the shared space. The added object appears in the right frame. 4. To remove objects, select an object in the right frame and click

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Design Conferencing - Help Topic Collection

5. Click Close to return to the PTC Conference Center.

Adding Objects to the Shared Space Before you start a shared Pro/ENGINEER session, you can place objects in the conference shared space so you can use it in your shared session. You can also save objects directly to the shared space from a Pro/ENGINEER session using File > Backup or File > Save a Copy. Select the shared space from the Look In list in the respective dialog box and navigate to the conference folder where you want to store the object. If you are not currently logged into the PTC Conference Center, you will be asked to authenticate yourself.

To Work with the Shared Spaces Managing Folders To work with files and folders in the shared spaces, click in the PTC Conference Center dialog box to access the Browse Shared Spaces window. You can manipulate folders within a shared space as follows: •

Add a new folder—Select a node under which you want to create a subfolder and click

.

•

Delete a folder—Select a folder and click Edit > Delete.

•

Rename a folder—Select a folder in a shared space and click Edit > Rename.

Managing Shared Spaces You can rename a shared space by clicking Conference > Rename Conference in the PTC Conference Center dialog box. The shared space created for the conference does not get deleted when the conference is over. To delete a shared space on your machine, click Conference > Delete Conference in the PTC Conference Center dialog box.

Contacts About My Contacts You can maintain a list of your contacts and use this list to invite participants to a conference. To access the contacts information, click Conference > My Contacts in the PTC Conference Center dialog box. The My Contacts list shows the user name and e-mail address of your contact. You can sort the columns in the Contacts list.

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Design Conferencing

The My Contacts dialog box lets you perform the following tasks: •

Search and add a contact to the list

•

Add a contact by importing a V-card

•

Invite a contact to a conference

Use the following icons to manage your contacts: —Add a contact to the list. —Remove a contact. —Invite a contact to a conference.

To Add New Contacts Using Search You can use the search tool in the My Contacts dialog box to search in either a corporate LAN or WAN domain or in an LDAP mail setup domain. 1. In the PTC Conference Center dialog box, click Conference > My Contacts. The My Contacts dialog box opens. 2. Under Search for contacts, specify the domain in the Look in text box. 3. Type a string in the Look for text box. You can use an asterisk (*) when specifying a string. 4. Click Go. The search results list the user name and email address. 5. To add a contact from the search results, select a user name and click can select multiple items by using the SHIFT or CTRL key. 6. To remove a contact from the list, select a contact and click

. You

.

About a V-Card You can use a V-card to share your user profile with a colleague. A V-card enables you to invite users outside of your company's firewall. Using a V-card involves several steps. First, you create a V-card by filling out your user profile and exporting it in the form of a V-card. Then you e-mail your V-card to a colleague who can import the V-card into the contacts list.

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Design Conferencing - Help Topic Collection

To Export a V-Card 1. Click Conference > Preferences. The Preferences dialog box opens. 2. Fill out your user profile information. 3. Click Export V-Card. 4. Specify the file name and location by using the Save VCard dialog box. 5. Click OK. The system saves a .vcard file to the specified directory. Now you can e-mail your V-card to a colleague.

To Import a V-Card After you receive an e-mail with a V-card from your colleague, save the V-card locally. Then you can import the V-card into your contacts list. 1. In the PTC Conference Center dialog box, click Conference > My Contacts. The My Contacts dialog box opens. 2. Click Contacts > Import. 3. In the Select VCard dialog box, select a V-card and click OK. The contact is added to the My Contacts list.

Chat and Instant Messaging To Use Chat To exchange messages with all conference participants, use Chat. In the PTC Conference Center dialog box, type a message in the Enter message box. The message appears in the box under Chat with the name of the sender displayed in bold.

To Use Instant Messaging To exchange messages with an individual conference participant, use Instant Messaging. 1. In the PTC Conference Center dialog box, do one of the following:

28

o

Right-click a participant's name and click Instant Message.

o

Select a participant's name and click Action > Instant Message.

Design Conferencing

2. A message window opens. Type a message. 3. A response from a recipient appears in the same dialog box. 4. To end, close the message dialog box.

Troubleshooting About Log Files You can enable creation of log files to help in diagnostics of any problems encountered in Design Conferencing. If you want the system to create log files, set this environment variable: VC_LOG_DIR If this variable is set, the system creates two log files—for the Pro/ENGINEER executable and for the Design Conference process (ptcvconf). In addition, you can set the system to create a log file for the Conference server (csd process). To do this, set this environment variable: CSD_LOG_DIR

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Index A

conference preferences ...............11

access to shared space

connecting to a server.................. 7

limited...................................... 24

creating ....................................10

access to shared space.................. 24

deleting ....................................16

C

exiting ....................................... 7

Chat ........................................... 28

frequently asked questions ........... 4

conf_mouse_anim configuration option ............................................... 17

information................................15

conference information.................. 15

inviting participants See invitations .............................................12

conference preferences

joining and reentering .................14

access to shared space ............... 24

overview .................................... 8

PDM privileges........................... 22

removing a participant from.........15

user profile ............................... 11

renaming ..................................16

conference preferences ................. 11

roles in ...................................... 8

conference roles ............................. 8

rules for ..................................... 8

conference See design conference .... 8

shared Pro/ENGINEER session......17

conference server

switching between conferences ....15

changing .................................... 7

user profiles ..............................11

connecting to .............................. 7

using a PDM system....................20

starting and stopping ................... 7

viewing my conferences ..............14

conference server ........................... 7

design conference ..................... 8, 20

contacts

Design Conferencing

exporting a V-card ..................... 28

overview .................................... 1

importing a V-card ..................... 28

See Also design conference........... 8

inviting..................................... 12

Design Conferencing....................1, 4

overview................................... 26

Design Conferencing Extension (DCX) license ....................................... 2

using search to add.................... 27 contacts ...................................... 26 D design conference

Design Conferencing Participant (DCP) license ....................................... 2 I Instant Messaging .........................28 31

Design Conferencing - Help Topic Collection

invitations

shared Pro/ENGINEER session

accepting .................................. 13

environment ..............................18

by email ................................... 13

granting session control ..............19

sending from the Invite Participants dialog box .............................. 12

licenses used for ........................18 overview ...................................17

using the My Contacts list ........... 12

requesting session control ...........19

invitations ................................... 13

running .....................................18

L

session control buttons ...............20

license requirements ....................... 2

transferring the Presenter's role ...19

log files ....................................... 29

using PDM system as a data source .............................................22

M My Conferences ............................ 14

shared Pro/ENGINEER session.........17

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

shared spaces

P

accessing ..................................25

participants

adding objects to........................25

inviting..................................... 12

creating ....................................25

removing from a conference ........ 15

levels of access ..........................24

participants ............................12, 15

overview ...................................23

PDM options

removing objects from ................25

setting up ................................. 22

working with files .......................26

PDM options................................. 22

shared spaces......................... 23, 24

preferences ................................. 11

U

Presenter's mouse animation ......... 17

user accounts

PTC Conference Center

creating ..................................... 6

accessing.................................... 4

deleting ..................................... 6

overview..................................... 3

user accounts ................................ 6

PTC Conference Center.................... 3

user profiles

R

creating ....................................11

roles of participants in a conference .. 8

publishing .................................11

S shared file locations See shared spaces ............................................... 23 32

user profiles .................................11

Index V

importing ..................................28

V-cards

overview ...................................27

exporting .................................. 28

V-cards........................................27

33