PDM-Workbench PDM-Workbench Release 2.5 User Manual - CMI.

PDM-WorkbenchPDM-WorkbenchRelease 2.5User Manual

Copyright© 2005-2010 T-Systems International GmbH.All rights reserved. Printed in Germany.ContactT-Systems International GmbHSolution Center PLMFasanenweg 570771 Leinfelden-EchterdingenGermanyhttp://www.pdm-workbench.com +49 (711) 972 – 4 96 57 +49 (711) 972 – 9 59 75mail : cmi_support@t-systems.comManual HistoryVersion Date1.0 March 20051.1 August 20051.2 December 20052.0 November 20062.0.2 April 20072.1 March 20082.2 September 20082.5 September 2010This edition obsoletes all previous editions.Your Comments are WelcomePlease feel free to tell us your opinion; we are always interested in improving ourpublications. Mail your comments to:T-Systems International GmbHSolution Center PLMFasanenweg 570771 Leinfelden-EchterdingenGermanymail: cmi_support@t-systems.comiiPDM-Workbench User Manual

PrefaceThis manual describes the main functionality delivered by the PDM-Workbench.The functionality of the PDM-Workbench as described in this manual uses ENOVIA V6 asbackend PDM system for CATIA V5.Other PDM systems might support the functionality of the PDM-Workbench with their owntypes of objects. Layout of dialogs as well as object and relation types or classes mightvary accordingly.About this ManualThis manual is intended for end users of the PDM-Workbench.It assumes that the reader is familiar with the CATIA application and with ENOVIA V6.Related DocumentsThe following manuals contain information about installation, administration, usage, andcustomization of the PDM-Workbench:Manual TitleVersionPDM-Workbench Installation & Administration Manual 2.5PDM-Workbench User Manual 2.5Operating Manual PDM WebConnector 3.0OrganizationThis manual contains the following chapters:Chapter 1 provides basic information about the PDM-Workbench and describes somefeatures of this application.Chapter 2 describes the functionality which is implemented in the CATIA V5 workshop.Glossary contains the PDM-Workbench terminology.TrademarksCATIA and ENOVIA are registered trademarks of Dassault Systèmes.Names of products mentioned in this manual are used for identification purpose only andmight be trademarks of their companies.PDM-Workbench User Manualiii

Table of ContentsCHAPTER 1........................................................................................................................ 1OVERVIEW......................................................................................................................... 1INTRODUCING PDM-WORKBENCH ...................................................................................... 1CHAPTER 2........................................................................................................................ 3GETTING STARTED.......................................................................................................... 3LOGIN ............................................................................................................................... 3QUERY.............................................................................................................................. 5EXPAND SINGLE LEVEL...................................................................................................... 7EXPAND MULTIPLE LEVELS ................................................................................................ 8HIDE SUB-STRUCTURE .................................................................................................... 10LOCK .............................................................................................................................. 12Lock in the PDM-Workbench window........................................................................ 12Lock in the CATIA V5 window ................................................................................... 13UNLOCK.......................................................................................................................... 14Unlock in the PDM-Workbench window .................................................................... 14Unlock in the CATIA V5 window................................................................................ 15PROPERTIES ................................................................................................................... 16OPEN FILE ...................................................................................................................... 19LOAD .............................................................................................................................. 20CREATE RELATION BETWEEN WINDOWS ........................................................................... 22UPDATE .......................................................................................................................... 25ADVANCED UPDATE......................................................................................................... 27OPEN PDM STRUCTURE.................................................................................................. 30REFRESH PDM STRUCTURE ............................................................................................ 31FORCE LOAD CATPART................................................................................................... 33HIGHLIGHT PDM NODES.................................................................................................. 33HIGHLIGHT CATIA NODES ............................................................................................... 34REVISE THE DOCUMENT OBJECT ....................................................................................... 36UPDATE THE SUB-COMPONENT RELATIONS........................................................................ 37SUPPORT OF CMI ARCHIVE.............................................................................................. 38USER-DEFINED PROPERTIES............................................................................................ 39OPEN IN NEW WINDOW.................................................................................................... 41PDM SESSION CONFIGURATION....................................................................................... 42LOGOUT.......................................................................................................................... 43OPTIONS......................................................................................................................... 44Query Mode............................................................................................................... 44PDM Relations........................................................................................................... 45PDM-Workbench User Manualv

Table of FiguresPICTURE 1: PDM-WORKBENCH WORKSHOP IN CATIA V5....................................................... 1PICTURE 2: THE PDM-WORKBENCH TOOLBAR BEFORE THE LOGIN .......................................... 3PICTURE 3: FIRST LOGIN DIALOG............................................................................................ 3PICTURE 4: SECOND LOGIN DIALOG........................................................................................ 4PICTURE 5: THE PDM-WORKBENCH TOOLBAR AFTER THE LOGIN............................................. 4PICTURE 6: THE PDM-WORKBENCH CONTEXT COMMANDS TOOLBAR....................................... 5PICTURE 7: QUERY DIALOG – SELECT A TYPE.......................................................................... 5PICTURE 8: QUERY DIALOG – ENTRY QUERY CRITERIA............................................................. 6PICTURE 9: QUERY RESULT – LIST VIEW WINDOW.................................................................... 6PICTURE 10: QUERY RESPONSE WINDOW ............................................................................... 7PICTURE 11: ACTION “EXPAND SINGLE LEVEL” ....................................................................... 7PICTURE 12: RESULT OF EXPAND SINGLE LEVEL...................................................................... 8PICTURE 13: RESULT OF EXPAND SINGLE LEVEL WITHOUT RELATIONS ...................................... 8PICTURE 14: ACTION “EXPAND MULTIPLE LEVELS”.................................................................. 9PICTURE 15: RESULT OF EXPAND MULTIPLE LEVELS ................................................................ 9PICTURE 16: THE PDM STRUCTURE BEFORE HIDE SUB-STRUCTURE..................................... 10PICTURE 17: ACTION “HIDE SUB-STRUCTURE” ..................................................................... 10PICTURE 18: THE PDM STRUCTURE AFTER HIDE SUB-STRUCTURE ....................................... 11PICTURE 19: ACTION “LOCK” ............................................................................................... 12PICTURE 20: CONFIRM THE LOCK......................................................................................... 12PICTURE 21: RESULT OF THE LOCK...................................................................................... 13PICTURE 22: LOCKED OBJECT.............................................................................................. 13PICTURE 23: ACTION “LOCK” IN THE CATIA V5 WINDOW ...................................................... 14PICTURE 24: ACTION “UNLOCK” ........................................................................................... 15PICTURE 25: CONFIRM THE UNLOCK .................................................................................... 15PICTURE 26: RESULT OF THE UNLOCK ................................................................................. 15PICTURE 27: ACTION “UNLOCK” IN THE CATIA V5 WINDOW.................................................. 16PICTURE 28: ACTION “PROPERTIES” .................................................................................... 17PICTURE 29: PROPERTIES DIALOG – TAB “PROPERTIES”........................................................ 17PICTURE 30: PROPERTIES DIALOG – TAB “UPDATE ITEM”....................................................... 18PICTURE 31. ACTION “OPEN FILE”........................................................................................ 19PICTURE 32: OPEN FILE - PROGRESS BAR ............................................................................ 19PICTURE 33: SPLIT WINDOW AFTER OPEN FILE – PDM-WORKBENCH AND CATIA V5 NODES .20PICTURE 34: ACTION “LOAD” ............................................................................................... 21PICTURE 35: LOAD - PROGRESS BAR .................................................................................... 21PICTURE 36: SPLIT WINDOW AFTER LOAD – PDM-WORKBENCH AND CATIA V5 NODES ......... 22PICTURE 37: ACTION "COPY" BETWEEN WINDOWS ................................................................ 23PICTURE 38: ACTION "PASTE" BETWEEN WINDOWS............................................................... 24PICTURE 39: SELECT THE NEW RELATION ............................................................................. 24PICTURE 40: CREATE RELATION DIALOG ............................................................................... 25PICTURE 41: CONFIRM THE UPDATE (WITH CREATE) ACTION ................................................. 25PICTURE 42: PROGRESS BARS FOR UPDATE ACTION............................................................. 26PICTURE 43: INFORMATION WINDOW WHEN UPDATE (WITH CREATE) IS FINISHED.................... 26PICTURE 44: CONFIRM THE UPDATE ACTION......................................................................... 26PICTURE 45: INFORMATION WINDOW WHEN UPDATE IS FINISHED............................................ 27PICTURE 46: CONFIRM THE ADVANCED UPDATE (WITH CREATE) ACTION................................ 28PICTURE 47: PROGRESS BARS FOR ADVANCED UPDATE ACTION............................................ 29PICTURE 48: INFORMATION WINDOW WHEN ADVANCED UPDATE (WITH CREATE) IS FINISHED... 29PICTURE 49: CONFIRM THE ADVANCED UPDATE ACTION ....................................................... 29PICTURE 50: INFORMATION WINDOW WHEN ADVANCED UPDATE IS FINISHED .......................... 30PICTURE 51: PDM STRUCTURE FOR GEOMETRY................................................................... 30PICTURE 52: PDM STRUCTURE AND GEOMETRY IN CATIA V5 .............................................. 31PICTURE 53: MAKING CHANGES IN THE GEOMETRY ............................................................... 32PICTURE 54: REFRESHED PDM STRUCTURE........................................................................ 32PICTURE 55: ACTION “HIGHLIGHT PDM NODES”................................................................... 33PICTURE 56: HIGHLIGHTED NODES IN PDM STRUCTURE ....................................................... 34PDM-Workbench User Manualvii

PICTURE 57: ACTION “HIGHLIGHT CATIA NODES” ................................................................ 35PICTURE 58: HIGHLIGHTED NODES IN CATIA GEOMETRY ...................................................... 35PICTURE 59: ACTION “REVISE THE DOCUMENT OBJECT” ........................................................ 36PICTURE 60: REVISE DOCUMENT RESPONSE......................................................................... 36PICTURE 61: NEW REVISION OF DOCUMENT .......................................................................... 37PICTURE 62: ACTION “UPDATE THE SUB-COMPONENT RELATIONS”......................................... 37PICTURE 63: UPDATED SUB-COMPONENT RELATIONS............................................................ 38PICTURE 64: SET PDM TYPE “ARCHIVE (NON-BOM)”........................................................... 39PICTURE 65: CONFIRM UPDATE INCLUDING CMI ARCHIVE ..................................................... 39PICTURE 66: ACTION “PROPERTIES” .................................................................................... 40PICTURE 67: USER-DEFINED PROPERTIES IN THE CATIA PROPERTIES DIALOG ..................... 41PICTURE 68: ACTION “OPEN IN NEW WINDOW”..................................................................... 42PICTURE 69: THE SELECTED OBJECTS IN THE NEW WINDOW .................................................. 42PICTURE 70: THE “SET PDM CONFIGURATION” DIALOG ........................................................ 43PICTURE 71: THE PDM-WORKBENCH TOOLBAR AFTER THE LOGIN......................................... 43PICTURE 72: THE PDM-WORKBENCH OPTIONS .................................................................... 44PICTURE 73: PDM-WORKBENCH OPTIONS – LIST VIEW ACTIVATED........................................ 45PICTURE 74: PDM-WORKBENCH OPTIONS – SHOW PDM RELATIONS ACTIVATED................... 45viiiPDM-Workbench User Manual

CHAPTER 1OverviewThis chapter provides basic information about the PDM-Workbench and lists somefeatures of this application.Introducing PDM-WorkbenchThe PDM-Workbench is developed by T-Systems as a high-end integration between theCAD system CATIA V5 and several PDM systems. Those PDM systems might becustomized or virtual (a combination of several PDM systems). No matter which type theyare the PDM-Workbench will integrate them into CATIA V5. How those PDM object typesare to present their dialogs and functionalities within the PDM-Workbench is defined in aconfiguration file (called PDM-Workbench Schema).The PDM-Workbench workshop works with two different windows. The first window typepresents the results of your queries. There you also might expand your product structure.Or you can create new objects in this window.You can load this product structure into a CATIA V5 native window, and you can modifythe content of this CATIA V5 native window (see Picture 1: PDM-Workbench workshop inCATIA V5).Picture 1: PDM-Workbench workshop in CATIA V5PDM-Workbench User Manual 1

CHAPTER 2Getting StartedThis chapter describes the functionality of the PDM-Workbench which is implemented inthe CATIA V5 workshop.We suppose that you have installed CATIA V5 with the PDM-Workbench workshop onyour computer. All configurations for the PDM-Workbench (including the configurations forthe PDM system) are done properly.Note: All user actions described below are based on the corresponding configuration ofthe data model and the actions to be provided by the PDM system.LoginIn order to access the PDM-Workbench functionality you must log in into the PDM system.You select the “Login” icon within the PDM-Workbench toolbar (see Picture 2: ThePDM-Workbench toolbar before the login) in CATIA V5. The other PDM-Workbench iconsremain deactivated.Picture 2: The PDM-Workbench toolbar before the loginThe first dialog for login opens (see Picture 3: First login dialog) where you can choose thedesired PDM system and your preferred language. Possible values (as defined for Loginin the PDM-Workbench configuration file) are offered in a combo box. In this example onlythe PDM system “Matrix” is supported by the PDM-Workbench.Picture 3: First login dialogChoose your favourite language and confirm the dialog by clicking the “OK” button.PDM-Workbench User Manual 3

The following dialog (see Picture 4: Second login dialog) prompts you for all informationnecessary to identify yourself in the PDM system. In our example you are asked to enteryour “User Name”, “Password”, and “Vault”. The identification items marked with anasterisk are defined as necessary for Login in the PDM-Workbench configuration file.Picture 4: Second login dialogValues resulting from the first dialog (selected PDM system and language) are shownagain within this dialog. If you think that your choice was not correct then you may pushthe “Cancel” button. Otherwise just click the “Login” button.Once the login action was successful most of the icons in the PDM-Workbench toolbar willturn active while some will remain inactive as they depend on further user actions to bedone to get them available (see Picture 5: The PDM-Workbench toolbar after the login).Login (deactivated)LogoutQueryUpdateAboutPDM Session ConfigurationPDM StructureRefresh PDM StructureAdvanced UpdatePicture 5: The PDM-Workbench toolbar after the login4 PDM-Workbench User Manual

For CATPart and CATDrawing as top level object of the CATIA V5 window you have touse the actions “View Item”, “Lock”, and “Unlock” of the “PDM-Workbench contextcommands” toolbar (see Picture 6: The PDM-Workbench context commands toolbar). Theicons in this toolbar are only repainted (e.g. switch from “Lock” to “Unlock”) when younewly activate the CATIA V5 window.View ItemUnlockLockPicture 6: The PDM-Workbench context commands toolbarQueryYou can query for any object stored in the PDM system.Once you click the “Query” icon in the PDM-Workbench toolbar (see Picture 5: ThePDM-Workbench toolbar after the login) a list of all those classes appears for whoseobjects you can do a Query (see Picture 7: Query dialog – select a type).Picture 7: Query dialog – select a typeSelect a type out of the single selector list and click the “OK” button to open the “Query”dialog for this type. Alternatively you might double click the desired type to open the“Query” dialog.Specify your selection criteria in the “Query” dialog.You can use the wildcard “*” in this dialog. All attributes visible in this dialog are attributesof the PDM system for the selected object type. (These attributes as well as theiradherence to the “Query” dialog of this type are defined in the PDM-Workbenchconfiguration file).PDM-Workbench User Manual 5

Some attribute values can be keyed in as free text while for others a value might beselected from a list.Picture 8: Query dialog – entry query criteriaWhen you have specified the selection criteria you can start the query for PDM objectswith a click on the “OK” button.In the settings of the PDM-Workbench you can define how the query result will bepresented (see chapter Options - Query Mode).When the “Query Mode” is set to “list view” then all PDM objects which correspond to yourselection criteria will be presented in a new PDM-Workbench list view window.There you can select the objects to be opened in a new PDM-Workbench window. Thenclick on the “Load” button in order to load the selected objects in a new PDM-Workbenchwindow. A double click on a single object opens it in a new PDM-Workbench window (seePicture 9: Query result – list view window). By clicking on the column name you can sortthe query result.Picture 9: Query result – list view windowWhen the “Query Mode” is not set to “list view” all PDM objects corresponding to yourselection criteria will be instantly presented either in a new PDM-Workbench window - ifnone was open yet – or in the current PDM-Workbench window (see Picture 10: Queryresponse window).6 PDM-Workbench User Manual

Picture 10: Query response windowExpand Single LevelYou can expand from the selected object to other related objects via several relations intwo directions.Select the object from which you want to expand and open the context menu by clickingon the right mouse button. Select the context action “Expand”. The “Expand” sub menuoffers the possible relation directions for expansion from the selected object.In the example in Picture 11: Action “Expand Single Level” you select the direction “HasCAD SubComponents” for the selected “CATProduct” object “Engine”.Picture 11: Action “Expand Single Level”The related objects for the selected “CATProduct” object “Engine” are shown in Picture12: Result of expand single level.In the product structure tree you can see the objects and relations. The type and theinstance name of the relation are displayed in braces in the line of the relation.PDM-Workbench User Manual 7

Picture 12: Result of expand single levelWhen you have switched off the display of the relations in the options (see Options - PDMRelations) then the expand tree looks like displayed in Picture 13: Result of expand singlelevel without relations.Picture 13: Result of expand single level without relationsThe type of the relation and the instance name of the relation are displayed in the firstbraces in the line of the relation.Expand Multiple LevelsYou also might expand a relation direction in multiple levels from the selected object.Select the object from which you want to expand and open the context menu by clickingon the right mouse button. Select the context action “Expand Multiple Levels”. The“Expand Multiple Levels” sub menu offers the possible relation directions for expansionfrom the selected object.In the example in Picture 14: Action “Expand Multiple Levels” you select the direction “HasCAD SubComponents” for the selected “CATProduct” object “Engine”.8 PDM-Workbench User Manual

Picture 14: Action “Expand Multiple Levels”The related objects in multiple levels are shown for the selected “CATProduct” object“Engine” in Picture 15: Result of expand multiple levels.In the product structure tree you can see the objects and relations. The type and theinstance name of the relation are displayed in braces in the line of the relation.When you have switched off the display of the relations in the options (see Options - PDMRelations) then the relation objects will not be displayed in the expanded product structuretree.Picture 15: Result of expand multiple levelsPDM-Workbench User Manual 9

Hide Sub-StructureWhen you want to reduce the displayed PDM structure then you can hide parts of thestructure.In Picture 16: The PDM structure before Hide Sub-Structure you see the PDM structurebefore the hiding.Picture 16: The PDM structure before Hide Sub-StructureFirst you select the root element of the sub structure which you want to hide. You alsomight hide a single object. Then you open the context menu by clicking the right mousebutton and you select the action “Hide Sub-Structure”.In the example in Picture 17: Action “Hide Sub-Structure” you select the object“FixedParts_Assm” with the instance name “FixedParts_Assm.1” as root of the substructure to be hidden.Picture 17: Action “Hide Sub-Structure”10 PDM-Workbench User Manual

In Picture 18: The PDM structure after Hide Sub-Structure you see that the selected substructure with the root element “FixedParts_Assm” and the instance name“FixedParts_Assm.1” is hidden as it is no longer displayed in the PDM structure.But remember that the PDM structure will not be modified by this hiding. The sub structurewill not be deleted from the PDM structure.Picture 18: The PDM structure after Hide Sub-StructureWhen you have switched off the display of the relations in the options (see Options - PDMRelations) then the relation objects will not be displayed in the expanded product structuretree.PDM-Workbench User Manual 11

LockLock in the PDM-Workbench windowYou lock PDM objects prior to changing and updating them.So you select the object in the PDM-Workbench window and click the right mouse button.In the context menu you select the context action “Lock” (see Picture 19: Action “Lock”).Picture 19: Action “Lock”The confirmation message for the Lock opens (see Picture 20: Confirm the Lock). If it isthe correct object that you want to lock then just press the “Yes” button.Picture 20: Confirm the LockThe selected object will be locked by the user (see Picture 21: Result of the Lock).12 PDM-Workbench User Manual

Picture 21: Result of the LockThe background color of the locked object changed to green in the PDM-Workbenchwindow (see Picture 22: Locked object).Picture 22: Locked objectThe green background color of the checked out object indicates that the object in the PDMsystem can be changed by the user.Lock in the CATIA V5 windowYou lock PDM objects prior to changing and updating them.You select the object in the CATIA V5 window and click the right mouse button. In thecontext menu you select the context action “PDM-WorkbenchLock” (see Picture 23:Action “Lock” in the CATIA V5 Window).PDM-Workbench User Manual 13

Picture 23: Action “Lock” in the CATIA V5 WindowFor further details of the lock dialogs please refer to the chapter Lock in the PDM-Workbench window.The lock of a CATPart and CATDrawing as top level object of the CATIA V5 windowcannot be done with the context menu. You have to use the “Lock” button of the “PDM-Workbench context commands” toolbar. The icons in this toolbar are only repainted (e.g.switch from “Lock” to “Unlock”) when you newly activate the CATIA V5 window.UnlockUnlock in the PDM-Workbench windowWhen an object is locked by you then you can unlock it in the PDM system to make itavailable for all other users.You select the object in the PDM-Workbench window and click the right mouse button. Inthe context menu you select the “Unlock” context action (see Picture 24: Action “Unlock”).14 PDM-Workbench User Manual

Picture 24: Action “Unlock”The confirmation message for the “Unlock” opens (see Picture 25: Confirm the Unlock). Ifit is the correct object that you want to unlock then just select the “Yes” button.Picture 25: Confirm the UnlockThe selected object will be unlocked by the user (see Picture 26: Result of the Unlock).Picture 26: Result of the UnlockUnlock in the CATIA V5 windowWhen an object is locked by you then you can unlock it in the PDM system to make itavailable for all other users.You select the object in the CATIA V5 window and click the right mouse button. In thecontext menu you select the context action “PDM-WorkbenchUnlock” (see Picture 27:Action “Unlock” in the CATIA V5 Window).PDM-Workbench User Manual 15

Picture 27: Action “Unlock” in the CATIA V5 WindowFor further details of the Unlock dialogs please refer to the chapter Unlock in the PDM-Workbench window.The unlock of a CATPart and CATDrawing as top level object of the CATIA V5 windowcannot be done with the context menu. You have to use the “Unlock” button of the “PDM-Workbench context commands” toolbar. The icons in this toolbar are only repainted (e.g.switch from “Lock” to “Unlock”) when you newly activate the CATIA V5 window.PropertiesThe PDM properties of the objects in the PDM-Workbench window are transferred fromthe PDM system when the objects are displayed in the PDM-Workbench window for thefirst time, e.g. when they are shown as a result of a query or an expand action.You take a look at those properties and/or change these properties when opening the“Properties” dialog. Therefore click on the right mouse button. Now the context menuopens and you select the action “Properties” (see Picture 28: Action “Properties”).16 PDM-Workbench User Manual

Picture 28: Action “Properties”The “Properties” dialog will be opened (see Picture 29: Properties dialog – tab“Properties”). It consists of two tabs.In the tab “Properties” the values of the attributes are shown on a grey background. Thisindicates that the values cannot be changed. All properties that are shown within thisdialog can be specified within the PDM-Workbench configuration file.Picture 29: Properties dialog – tab “Properties”In the tab “Update Item” those attribute values shown on a grey background cannot bechanged. Those presented with the white background can be changed (see Picture 30:Properties dialog – tab “Update Item”).Required attributes are marked with an asterisk (*) on the right side of the input field.PDM-Workbench User Manual 17

There are several types of attributes presented on corresponding widgets:• Free text can be inserted.• One value can be selected in a single selector list or combo box for instance orany other widget.• Multiple values can be selected in a multi selector list or other widget typessupporting this feature.• The value can be marked or unmarked in a check box for instance.Picture 30: Properties dialog – tab “Update Item”Please use the “OK” button to close the “Properties” dialog.In the tab “Update Item” the required attributes get checked for being satisfied. If not youwill get an error window that describes your fault.The object gets updated in the PDM system database according to the Update dialogvalues. When the update is not possible in the PDM system (because of a wrong value ofan attribute or different reasons) then you will get an error window.The PDM system properties of a CATPart and CATDrawing as top level object of theCATIA V5 window cannot be inspected with the context menu. You have to use the “ViewItem” button of the “PDM-Workbench context commands” toolbar. The values of theattributes are in read-only mode. You are not able to make changes on the PDM systemattributes in this dialog.18 PDM-Workbench User Manual

Open FileYou can open a single CATIA V5 Drawing file existing in the PDM data base with thePDM-Workbench in the native CATIA V5 window.You can also open a single CATIA V5 Part file existing in the PDM data base in the nativeCATIA V5 window.To open the file in CATIA V5 you select the PDM file object in the PDM-Workbenchstandard window and click the right mouse button to open the context menu. There youselect the context action “Open File” (see Picture 31. Action “Open File”)Picture 31. Action “Open File”The PDM-Workbench downloads the required CAD file to the client’s special PDM-Workbench exchange map. You can watch the download progress on the “Open File”progress bar (see Picture 32: Open File - progress bar).Picture 32: Open File - progress barThe geometry opens in its corresponding CATIA V5 native window (see Picture 33: Splitwindow after Open File – PDM-Workbench and CATIA V5 nodes).PDM-Workbench User Manual 19

In the above window (PDM-Workbench standard window) you see the selected PDM fileobject. The window on the bottom shows the loaded CATDrawing.Picture 33: Split window after Open File – PDM-Workbench and CATIA V5 nodesLoadIt is possible to load geometry corresponding to an expanded PDM product structure intoa native CATIA V5 window in order to work on it, e.g. perform geometric transformations,geometry changes and so on.To load the geometry in CATIA V5 you select the root PDM object wherefrom downwardyou want to get the geometry and click the right mouse button to open the context menuand you select the context action “Load” (see Picture 34: Action “Load”).20 PDM-Workbench User Manual

Picture 34: Action “Load”The PDM-Workbench downloads the corresponding CAD files (CATParts, CATDrawingsand CATProducts) to the client’s PDM-Workbench exchange map. The downloadprogress is indicated by the “Load” progress bar (see Picture 35: Load - progress bar).Picture 35: Load - progress barThe geometry downloaded opens in a CATIA V5 native window (see Picture 36: Splitwindow after Load – PDM-Workbench and CATIA V5 nodes).In the left window (PDM-Workbench standard window) you see the expanded productstructure wherefrom you opened the CATIA V5 native window presenting the geometry onthe right. In the right window you see the loaded geometry.PDM-Workbench User Manual 21

Picture 36: Split window after Load – PDM-Workbench and CATIA V5 nodesCreate Relationbetween windowsYou might modify the product structure by adding existing objects from several PDM-Workbench standard windows to the structure in another PDM-Workbench standardwindow.You select the object you want to copy and click the right mouse button to get the contextmenu. Then you select the context action “Copy” (see Picture 37: Action "Copy" betweenwindows). Of course you also can use the short cut “CTRL+C”.22 PDM-Workbench User Manual

Picture 37: Action "Copy" between windowsThen you select the object where you want to add the copied object to and click the rightmouse button to open the context menu. You select the context action “Paste” (seePicture 38: Action "Paste" between windows). Of course you also can use the short cut“CTRL+V”.PDM-Workbench User Manual 23

Picture 38: Action "Paste" between windowsYou specify the relation you want to create in the structure between the two objects (seePicture 39: Select the new relation) once there is more than one relation type available. Inthe dialog window you see all relations possible between the two objects. In case youwant to add the CATProduct object in the structure to another CATProduct object then youmight choose the “CAD SubComponent” relation for example. The dialog will not appear ifthere is only one relation type available.Picture 39: Select the new relationOnce you decided to create the “CAD SubComponent” relation you just fill the createrelation dialog form. You can specify the Instance Name of the relation (see Picture 40:Create relation dialog).24 PDM-Workbench User Manual

Picture 40: Create relation dialogThe instance object gets inserted into the existing product structure tree and the newrelation gets created in the PDM system.UpdateThe Update functionality can be used to create, to complete, or to update the productstructure in the PDM system based on the geometry in the CATIA V5 window.You can start the Update process by clicking on the “Update” icon .A dialog opens and asks to confirm the described actions. In this example the CATIAdocuments will be created (see Picture 41: Confirm the Update (with Create) action).Picture 41: Confirm the Update (with Create) actionPDM-Workbench User Manual 25

The progress of the Update will be shown with the progress bars (see Picture 42:Progress bars for Update action).Picture 42: Progress bars for Update actionWhen the Update process has finished you are informed about the actions that have beenperformed. The related instances and the created objects are reported in the informationwindow (see Picture 43: Information window when Update (with Create) is finished).Picture 43: Information window when Update (with Create) is finishedIf there are no objects to be created then it will only be asked if you want to update (seePicture 44: Confirm the Update action).Picture 44: Confirm the Update actionWhen the Update process has finished you are informed about the actions that have beenperformed (see Picture 45: Information window when Update is finished).26 PDM-Workbench User Manual

Picture 45: Information window when Update is finishedAdvanced UpdateThe Advanced Update functionality can be used to create, to complete, or to update theproduct structure in the PDM system based on the geometry in the CATIA V5 window.You can start the Advanced Update process by clicking on the “Advanced Update” icon.A dialog opens and asks to confirm the described actions. In this example the CATIAdocuments will be created (see Picture 46: Confirm the Advanced Update (with Create)action).In this dialog you have the possibility to force the versioning of the updated objects. Andyou can relate the updated objects to a Workspace and its Folder.PDM-Workbench User Manual 27

Picture 46: Confirm the Advanced Update (with Create) actionThe progress of the Advanced Update will be shown with the progress bars (see Picture47: Progress bars for Advanced Update action).28 PDM-Workbench User Manual

Picture 47: Progress bars for Advanced Update actionWhen the Advanced Update process has finished you are informed about the actions thathave been performed. The related instances and the created objects are reported in theinformation window (see Picture 48: Information window when Advanced Update (withCreate) is finished).Picture 48: Information window when Advanced Update (with Create) is finishedIf there are no objects to be created then it will only be asked if you want to update (seePicture 49: Confirm the Advanced Update action).In this dialog you have the possibility to force the versioning of the updated objects. Andyou can relate the updated objects to a Workspace and its Folder.Picture 49: Confirm the Advanced Update actionPDM-Workbench User Manual 29

When the Advanced Update process has finished you are informed about the actions thathave been performed. The related instances and the created objects are reported in theinformation window (see Picture 50: Information window when Advanced Update isfinished).Picture 50: Information window when Advanced Update is finishedOpen PDM StructureWhen you have opened the geometry in CATIA V5 you have the possibility to open thecorresponding PDM product structure.For this you have to click on the “PDM Structure” icon . Then a PDM-Workbenchwindow with the PDM product structure will be opened (see Picture 51: PDM Structure forgeometry).Picture 51: PDM Structure for geometry30 PDM-Workbench User Manual

Refresh PDM StructureWhen you have made some actions on the geometry that have an impact on the status ofthe objects in the PDM product structure, that are not displayed automatically, then youhave to update the status display manually.After the load of the geometry the status of the objects of the PDM product structure is inthe default state.There are the following possible states:• No background color: not owned by session user, no changes• Green: owned by session user, no changes• Yellow: owned by session user, dirty because of changes• Red: not owned by session user, dirty because of changes• Black: the object is finalized in the PDM (for example: released state)• White: the object does not have the file in the PDMThe CATIA Part is owned by the session user and not changes. It is marked in green (seePicture 52: PDM Structure and geometry in CATIA V5).Picture 52: PDM Structure and geometry in CATIA V5In the CATIA V5 you can make some changes in the geometry (see Picture 53: Makingchanges in the geometry) that make the objects in the PDM product structure dirty. Thisstate change will not be displayed automatically.PDM-Workbench User Manual 31

Picture 53: Making changes in the geometryIn order to display the changes you have to click on the “Refresh PDM Structure” icon. Then the status of the changed objects in the PDM product structure will beupdated.Now e.g. the dirty object owned by the session user will be displayed in yellow in the PDMproduct structure. The dirty objects on the way to the root are displayed in red becausethey are not owned by the session user (see Picture 54: Refreshed PDM Structure).Picture 54: Refreshed PDM Structure32 PDM-Workbench User Manual

Force Load CATPartWhen you have loaded the CATIA node into the structure via the Desk command becausethe file could not be loaded then you can load the CATIA data with the required PDM-Workbench information. For this you have to select the CATIA node and open the contextmenu. Then choose “PDM-WorkbenchForce Load CATPart”.Highlight PDM NodesSometimes it is important to find a PDM node when you are working on the correspondingobject in the geometry, e.g. in order to check out the PDM object. Or you have selected anobject in the PDM product structure and want to see the corresponding object in thegeometry.For this you can select an object in the geometry and click on the right mouse button. Thecontext menu opens and you have to choose “PDM-WorkbenchHighlight PDM Nodes”(see Picture 55: Action “Highlight PDM Nodes”).Picture 55: Action “Highlight PDM Nodes”The PDM-Workbench window will be displayed in the foreground and the objects thatcorrespond to the selection in the geometry will be highlighted (marked) (see Picture 56:Highlighted nodes in PDM Structure). If there is no PDM-Workbench window opened youwill get a warning that you have to open the PDM structure first. It is important that youhave only one PDM Structure window for this Part Number.PDM-Workbench User Manual 33

Picture 56: Highlighted nodes in PDM StructureThis works in the opposite direction, too (see Highlight CATIA Nodes).Highlight CATIA NodesSometimes it is important to find a CATIA node when you are working on thecorresponding object in the product structure, e.g. in order to check out the PDM object.Or you have selected an object in the geometry and want to see the corresponding objectin the PDM product structure.For this you can select an object in the PDM product structure and click on the rightmouse button. The context menu opens and you have to choose “PDM-WorkbenchHighlight CATIA Nodes” (see Picture 57: Action “Highlight CATIA Nodes”).34 PDM-Workbench User Manual

Picture 57: Action “Highlight CATIA Nodes”The CATIA V5 geometry window will be displayed in the foreground and the objects thatcorrespond to the selection in the PDM product structure will be highlighted (marked) (seePicture 58: Highlighted nodes in CATIA geometry). If there is no CATIA V5 geometrywindow opened you will get a warning that you have to open the CATIA V5 geometrywindow.Picture 58: Highlighted nodes in CATIA geometryPDM-Workbench User Manual 35

This works in the opposite direction, too (see Highlight PDM Nodes).Revise the document objectYou have the possibility to revise a document from the PDM structure window.For this you select the object you want to revise and to choose “PDM-WorkbenchRevisethe document object” (see Picture 59: Action “Revise the document object”).Picture 59: Action “Revise the document object”When the document is revised you will get a response message.Picture 60: Revise document responseThe new revision of the document is shown on top in the PDM window. This object hasonly relations to used parts of its sub-structure. There exists no relation to the objectabove. In order to create this relation above you should use Update the sub-componentrelation action.36 PDM-Workbench User Manual

Picture 61: New revision of documentUpdate the sub-component relationsThis action is only available in the CT5 data model.You have the possibility to update an object with a new revision of an already used object.For this you select the CATIA Product and choose “PDM-WorkbenchUpdate the subcomponentrelations” (see Picture 62: Action “Update the sub-component relations”).Picture 62: Action “Update the sub-component relations”Now the new revisions of the used objects are related to this object and the relations tothe old revisions are deleted. After the expand you see that the relations have beenupdated (see Picture 63: Updated sub-component relations).PDM-Workbench User Manual 37

Picture 63: Updated sub-component relationsSupport of CMI ArchiveThis action is only available in the PWB data model.The PDM-Workbench supports the CMI Archive in the CATIA V5. You can read a productstructure, update the geometry in the archive, and update the files in the archive.You can also create a new Archive file. For this you have to choose the PDM type“Archive (Non-BOM)” before you synchronize the geometry structure with the PDM system(seePicture 64: Set PDM type “Archive (Non-BOM)”).38 PDM-Workbench User Manual

Picture 64: Set PDM type “Archive (Non-BOM)”In the confirmation dialog of the update the object “Table” is included with type“CMIArchive” (see Picture 65: Confirm update including CMI Archive).Picture 65: Confirm update including CMI ArchiveThe CMI Archive file will be shown in the product structure.When you have loaded this structure, the files contained in this archive will be unpackedand loaded in the CATIA V5, too.It is not possible to see which objects of the geometry in CATIA are part of an archive.You have to be careful with you changes.When you have made changes in the geometry included in the archive then thesechanges will be store with the next update action.User-Defined PropertiesThe PDM-Workbench supports user-defined properties in the CATIA V5 for several CATIAobjects. This depends on the customization for which CATIA objects the user-definedproperties will be send from the PDM system to CATIA V5. You can open the propertiesdialog for the selected object by clicking on the right mouse button and selecting theaction “Properties” (see Picture 66: Action “Properties”).PDM-Workbench User Manual 39

Picture 66: Action “Properties”You can see and update the user-defined properties for e.g. the CATIA products (seePicture 67: User-Defined Properties in the CATIA Properties Dialog). You can add newproperties by clicking on the button “Define other properties…”. The changes will bewritten to the PDM system with the next call of the update action.40 PDM-Workbench User Manual

Picture 67: User-Defined Properties in the CATIA Properties DialogThe update of the user-defined properties has to be implemented in the PDM system.Open in New WindowWhen you have a lot of objects in one window, e.g. received by query or expand then itcan be necessary to open a subset of them in a new window.You select the objects you want to open in a new window. In the context menu you selectthe action “Open in New Window” (see Picture 68: Action “Open in New Window”).PDM-Workbench User Manual 41

Picture 68: Action “Open in New Window”The selected objects will be opened in a new window (see Picture 69: The selectedobjects in the new window).Picture 69: The selected objects in the new windowPDM Session ConfigurationYou can define the session configuration when you work in the PDM system.You select the “PDM Session Configuration” icontoolbar.within the PDM-Workbench42 PDM-Workbench User Manual

The “Set PDM Configuration” dialog opens (see Picture 70: The “Set PDM Configuration”dialog). You can set the Expand Filter and the Autoname Rule and close the dialog byclicking the “OK” button.Picture 70: The “Set PDM Configuration” dialogLogoutOnce you finished your work in PDM-Workbench you do a Logout from the PDM system.You select the “Logout” icon within the PDM-Workbench toolbar (see Picture 71:The PDM-Workbench toolbar after the login) in CATIA V5 …Picture 71: The PDM-Workbench toolbar after the login… and the session in the PDM system will be closed.All PDM-Workbench standard windows get closed. Please consider that CATIA nativewindows resulting from a “Load” or “Open File” PDM-Workbench context action remainopened but that they are now out of synchronization with the PDM system. So werecommend you to close them, too.PDM-Workbench User Manual 43

OptionsOnce you are logged in into the PDM-Workbench you can set options for the PDM-Workbench.You open the options dialog with ToolsOptions in CATIA V5. In the slider “PDM-Workbench” you can set the options for the PDM-Workbench (see Picture 72: The PDM-Workbench options).Picture 72: The PDM-Workbench optionsQuery ModeWhen you set “List View” for the Query Mode (see Picture 73: PDM-Workbench options –List view activated) the query result will be opened in a list view window.44 PDM-Workbench User Manual

Picture 73: PDM-Workbench options – List view activatedPDM RelationsYou have the possibility to hide or to show the PDM relations in the PDM productstructure. You can switch on the PDM relations in the Options dialog (see Picture 74:PDM-Workbench options – Show PDM Relations activated).Picture 74: PDM-Workbench options – Show PDM Relations activatedPDM-Workbench User Manual 45

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GlossaryUnlockAction withdrawing the right to update a work item. Normally this corresponds withpublishing the work item to a larger number of people getting read access on this object.LockAction giving the user the exclusive right to update a work item.Context MenuThe menu that appears when the user selects an icon and holds the right mouse buttonpressed.Dialog WindowWindow in which the user enters information.GIIGraphics Interactive Interface. The GII is a powerful programming tool, which completesthe Open System Access to the CATIA environment.IconGraphical representation of an object.ObjectAn item or a relationship.QueryTo search the database for objects that match specific criteria.PDM-Workbench User Manual 47