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PDM-Workbench Release 3.8 - ServiceNet - T

1. 109 PICTURE 219 SHOW 0 1 666 memet 109 PICTURE 220 CAD DOCUMENT STRUCTURE CONTAINING STANDARD 109 PICTURE 221 CHECK CAD 6 110 PICTURE 222 RESULT OF CHECK CAD LINKS 110 PICTURE 223 PART STRUCTURE SHOWING EVERY INSTANCE AS A SEPARATE NODE 110 PICTURE 224 EXAMPLE CONTENT OF A PDM STRUCTURE 111 PIGTURE 225 PWBDOG SAVE DIALOG cab Ces evi ba bu mee ime Exe ean 112 PICTURE 226 SAVING THE WINDOW CONTENT UNDER A SPECIFIC 112 PICTURE 227 NEWLY CREATED PWBDOOC 00 1 1 113 PICTURE 228 OPENING PWBDOC FILE 1 2 113 PICTURE 229 OPENING PWBDOC FILE 2 2 113 PICTURE 230 OPENING A PWBDOC FILE FROM THE MOST RECENTLY USED FILE LIST 114 PICTURE 231 STRUCTURE WINDOW OPENED FROM PWBDOC FILE 114 PICTURE 232 THE WORKBENCH 6
2. 25 PICTURE 40 ACTON REVISE UTE Tu 26 PICTURE 41 CONFIRM THE REVISE ACTION 26 PICTURE 42 OBJECTS REVISED cootra Sen 27 PICTURE 43 ACTION UPDATE STRUCTURE 00 0000 00 0 28 PICTURE 44 UPDATED STRUCTURE 6 1 2 40 0 1 21 44 nemen rese renes 28 PICTURE 45 ACTION UPDATE PARENT 2 11 rennen 29 PICTURE 46 UPDATED RELATION IN 2 024 2 1 2 lt 30 5 30 PICTURE 4G ACTION DEED Eye 31 PICTURE 49 CONFIRM DELETE OBJECTS 000 0 31 PICTURE 50 DELETE RESULT 4 4144 1 treni rere rir narrans 31 PICTURE 51 ACT
3. 23 PROMOTE 24 izle POP OCS PE PSR Re 25 UPDATE STRUCTURE RELATIONS d Dess se Dua ddr dete haee 27 UPDATE PARENT RELATION Ysist ar titi areas tlio Ae lade eae ME 29 DELETE pM LS Oe PE 30 DELETE NEWEST VERSION sierra dere art ME Ds 32 e 33 OPEN TEMPORARY basses atra Ense a a sli 35 aol M AME eu i 38 BDD TEMP tou e ip uM RM A I AM 39 DUPLU s uM PM Ri IU ema UE E 42 CREATE RELATION BETWEEN 5 4 44 45 UPDATE I hl M LLLI LLL tu 47 SELECT OF ADDITIONAL PARTS IN DOCUMENT 1 1 1 31 49 ER e 51 822270 iss ag ota se eg aes LL E du E E 51 SHOW PDM STRUCTURE en eee eee ee eee eee 53 REFRESH PDM STRUCTURE 54 FORCE LOAD GATTO ABIT a 56 HIGHLIGHT POM NODE Seiston
4. 122 PICTURE 246 SELECTING A CUSTOM METHOD ON A PART 123 PICTURE 247 DIALOG WITH PRE FILLED 0 nnns 123 PDM Workbench Release 3 9 User Manual xi CHAPTER 1 Overview This chapter provides basic information about the PDM Workbench and lists some features of this application 2227 Introducing PDM Workbench The PDM Workbench is developed by T Systems as a high end integration between the CAD system CATIA V5 and several PDM systems Those PDM systems might be customized or virtual a combination of several PDM systems No matter which type they are the PDM Workbench will integrate them into CATIA V5 How those PDM object types are to present their dialogs and functionalities within the PDM Workbench is defined in a configuration file called PDM Workbench Schema File The PDM Workbench workshop works with two different windows The first window type presents 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 modify the content of this CATIA V5 native window see Picture 1 PDM Workbench workshop in CATIA V5 PI E3 EJ CE Start File Edit Insert Tools Analyze Window Help KAS Sa 77 2 58 Engine 1 En
5. 0 14 0 770021 42 92 PICTURE 174 THREE CAD STRUCTURE EXPAND MODES 2 nis 92 PICTURE 175 GENERATION 1 OF CAT PART 0ccececcececcececeececeececeececeeaeceeaecueeeueaeaeseeaeeees 92 PICTURE 176 CAD STRUCTURE CONTAINING GENERATION 1 OF 93 PICTURE 177 WARNING ABOUT DIFFERENT EXPAND RESOLUTION 444 417 1 2 93 PICTURE 178 CAD STRUCTURE EXPANDED AS 4 4 11 93 PICTURE 179 CATIA STRUCTURE CONTAINING THE LATEST GENERATIONS OF THE CATIA cuu Me NA M E MN M MM NM AE M eS 93 PICTURE 180 CONFIRMATION DIALOG AT 000 0 1 94 PICTURE 181 STRUCTURE WITH FOUR INSTANCES 2 1 1 94 PICTURE 182 ONE CAD STRUCTURE RELATION FOR EACH USED CAD 94 PICTURE 183 CAD INSTANCE 95 PICTURE 184 QUERYING FOR A STANDARD PART 95 PICTURE 185 ASKING THE USER WHETHER TO CONTINUE THE UPDATE PROCESS 96 PICTURE 186 OCA WORBKSPACE den te a te ede 96 PICTURE 197 FOCAL WORKSPACE WINDOW a edd he edes 96 PICTURE
6. cia ae deu ERE E 96 OPTIONAL LOAD OF LINKED CAT PART 1 6 97 NEWEST VERSION INFO CONTEXT 0 0 0 6 6 terrere rri 97 NON BOM CATPARTS AND 00 4000000 98 CONFIGURATION OF BOM PART 0 2 100 PAA I eS EDD ER cn IM ey IE MEUM 104 STANDARD PART FUNCTIONALITY FOR CAD STRUCTURE 105 aires AD EINK Cc 109 DISPLAYING PART STRUCTURE INSTANCES AS SEPARATE 1 110 SAVING SESSION 4 1 2 111 BELLI M 111 OPTIONS a 115 PERPE ETE EU 115 I BU micis ONS Ate EA SNe ee A han eae la 117 M cta mL II S aaa 117 amp c 117 PDM SESSION GCONFIGURATION Ge 117 REUNIR TEM ae a 117 A 119
7. 57 HIGHLIGHT CATIA NODES nrrainn a ela ea a a eiai 58 OPENJINUNEW VINDOW 22 ro a a 59 ATTRIBUTE MAPPING FUNCTIONALITY 5 5533 at cute aet coxa 60 INTERNAL CATIA INFORMATION CAN BE WRITTEN TO USER DEFINED CATIA PROPERTIES 65 TEMPLATE BASED CAD DOCUMENT AND PART 66 USING STANDARD PARTO meena a eU 68 CATIA DOCUMENTS ARE SET TO READ ONLY IF CORRESPONDING PDM NODE IS or es ee MM Rr M M D REI 68 PDM Workbench Release 3 9 User Manual V ADDED CHECK WHETHER CATIA STRUCTURE IS VALID BEFORE UPDATE 68 TEMS AES peace selec en neg cnn RR ater RH 69 BASIC DRAWING LINK SUPPORT 1 1 2 1 1 69 BASIC MULTI MODEL LINK SUPPORT terreri rri 71 MANAGEMENT OF TEMPLATES IN 11 6 72 5 74 REPLACE FROM PDML ire eet n o Meu entendu 75 CATDRAWING ATTRIBUTE 2
8. Paste Paste Special Delete Del ScrewModel 1 Preliminary Mechanical Part newest versian z object Expand Expand Multiple Levels del De Expand Fa Open in new POM Window ce Unlock d Lock ae Open File ey Open File Temporary Highlight Modes ia Copy element attributes y Picture 60 Action Open File Temporary The version 1 of the file is opened temporary in CATIA V5 see Picture 61 Temporary opened file The Part Number and the File Name of the temporarily opened geometry are prefixed with TMP5Z where is a counter in CATIA V5 beginning with 1 Every action Open File Temporary will increase the counter This prefix is customisable by the customer For details please refer to the PDM Workbench Installation amp Administration Manual l amp TMP1 ScrewModel CATPart 101 x zx plane 5 i ai Parameters 5 4 PartBody 3 Publication Achse Auflage Picture 61 Temporary opened file Now you can compare the both versions of the file PDM Workbench Release 3 9 User Manual 37 Load lt is possible to load geometry corresponding to an expanded PDM product structure into a 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 downward you want to get the geometry and click
9. 44 121 44 rennen 115 PDM Workbench Release 3 9 User Manual PICTURE 233 CUSTOMIZE LIST VIEW DIALOG 116 PICTURE 234 CUSTOMIZE LIST VIEW DIALOG FOR 116 PICTURE 235 PREVIEW OF THE LIST VIEW 2 4 44 4 1 117 PICTURE 236 THE WORKBENCH TOOLBAR AFTER THE LOGIN 117 PICTURE 237 ACTION COPY ELEMENT 119 PICTURE 238 CREATE DIALOG FOR 55 2 2 6 120 PICTURE 239 CREATE DIALOG FOR ASSEMBLY INSERTED ATTRIBUTE VALUES 120 PICTURE 240 CATIA STRUCTURE BEFORE AND AFTER IMPORT TO 121 PICTURE 241 LOGIN DIALOG WITH AUTONAME 166 rein 121 PICTURE 242 SESSION CONFIGURATION 011 remet 121 PICTURE 243 RULE COMBO BOX IN PDM SESSION CONFIGURATION DIALOG 122 PICTURE 244 SELECTED AUTONAME RULE DISPLAYED IN UPDATE 1 122 PICTURE 245 PDM STRUCTURE NAMED BY SEQUENCE
10. Ee Ea eo D ee 1 CHAPTER niensis atiis 3 SUPPORTED DATA MODELS 25 3 BON PART STRUCTURE DATA MODEL E EUER as ttg 3 DOCUMENT DATA REN 3 deb lowes EN e REM D DEIN E I Me EUM E 5 GETTING STARTED De UL du Ru xU uo 5 ES CETUR 5 6 EXPAND SINGH E 9 EXPAND MULTIPLE LEVELS bored 10 11 PROPERTIES E M DM A E 13 dM RENE a Tuc 16 Lock of the Part in the Workbench window 16 Lock of the object in the Query 7 20000000000520000 0 18 Lock of the Document in the CATIA V5 19 TB TS Ce dcc C TEMP 20 Unlock of the Part in the Workbench window esee 20 Unlock of the object in the Query 0 20 002202 22 000000 esee 22 Unlock of the Document in the CATIA V5 1 23 LOCK AU UNDOOK ALE
11. PWB Configuration 77F7BC4E822E43E4A3DE63271A2AE279 Windows Internet Explorer File Edit Views Search Actions Reports Tools Help i B E E PWB Name Configuration figuration Beschreibung eo Settings Standard Attributes User Attributes Drawing Attributes Lu Actions Ge X ox CAR Cad Label Innovator Name Mapping Direction ItemType CAD Name name Cad lt gt Innovator CAD Document 2 4 CAD Description description Cad Innovator CAD Document a Ready Items 1 2 of 2 Page 1 of 1 Aras Innovator Picture 109 Configuration of user defined attributes in Aras Innovator While the structure is imported the values are written to the defined attributes of the Aras Innovator CAD document object see Picture 110 User defined attributes in the Properties dialog of the PDM node and Picture 111 User defined attributes in Aras Innovator window Current selection NewProduct2 1 NewProduct2 Preliminary Mechanical Properties Update Item CATProduct Doc Number NewProduct Major Rev Generation 4 NewProduct2 Preliminary Description own description New Version gt Type Mechanical Assembly Assigned Creator Innovator Admin Designated User Created by Innovator Admin Created 2015 10 21T11 59 39 Modified by Innovator Admin Modified 2015 10 23 12 42 36 Locked by Innovator Admin Picture 110 User defined attributes in the Properties di
12. Bottom views Ri q At wie EJ CATDrawing CATProdui State Preliminary gm ce Picture 143 CATDrawing attribute mapping After the drawing is created in PDM the CATDrawing file contains the attributes defined in the configuration attribute CatiaDrawingCadFileAttributes which in turn contain the values of the PDM attributes on the CATDrawing document defined in CatiaDrawingPdmDocAttributes see Picture 144 Derived CATDrawing containing attributes Engine Drw1 CATDrawing Engine CATProduct amp Engine Drw1 P Engine m COMM FixedParts FixedParts 1 3 DrwAttri e PistonAssm PistonAssm 1 2 DrwAttr2 SSS ConnectionRod 1 ConnectionRod CATPart A EAESRA y DrwAttr3 CrankShaft CrankShaft 1 Bheet 1 L Constraints Front view Applications Edit Parameter r m Bottom view amin E Right view DrwAttrl Engine t ml b ZA coca Picture 144 Derived CATDrawing containing attributes These drawing attributes values can be assigned to text fields in the 2D drawing see Picture 145 Drawing attributes values assigned to text fields Engine Drwt Parameters Engine Drwi Name E 1 DrwAttr1 Ime Engine Drw1 DrwAtErZ DrwAttr3 rant view _ E Bottom view E At wiews Picture 145 Drawing attribute
13. Description Created on Modified on Locked by gt a Query cose Picture 8 PDM Query dialog The query criteria are defined by the type and the attributes for this type A default type is selected and its attributes are shown You can select a type in the single selector list in the first line The attributes will be shown automatically Specify your selection criteria in the lines below You can use the wildcard in this dialog All attributes visible in this dialog are attributes of the PDM system for the selected object type These attributes as well as their adherence to the Query dialog of this type are defined in the PDM Workbench configuration file Some attribute values can be keyed in as free text while for others a value might be selected from a list PDM object type 7 Part Number Generation Part led PDM object attributes Part Number X Major Rev Generation v Name State Unit Make Buy Description Created on Modified on Locked by gt Query Close Picture 9 PDM Query dialog enter query criteria When you have specified the selection criteria you can start the query for PDM objects with a click on the Query button In the settings of the PDM Workbench you can define the columns for the query result on the right side of the dialog see chapter Options Query Mode The found objec
14. Inset Tools CMI Analyze Window LAS Aui GALDI d x aN Engine FixedParts FixedParts 1 IN Cylinder Cylinder 1 M ConnectionRod ConnectionRod 1 je m Crankshaft Crankshaft 1 GGG rm incidence 1 ConnectionRod 1 Crankshaft 1 Coincidence 2 ConnectionRod 1 Cyliiider 1 Offset 3 ConnectionRod 1 Crankshafl 1 Affected Offset 4 ConnectionRod 1 Cylinder 1 eS SURE E TER H Coincidencel Engine Coincidence 5 Crankshaft 1 FixedParts 1 Coincidence2 Engine Offset 6 Engine set 6 ConnectionRod 1 FixedParts 1 Offset4 Engine CONNECTION Offset 3 Engine Offset 8 Cylinder 1 FixedParts 1 Fix 9 FixedParts 1 Do you want to replace all the instances of the selected element E Yes No incidence 10 Crankshaft 1 FixedPa 15 1 97 Offset 11 Crankshaft 1 FixedParts 1 ZApplications DSBS no qd MP BHO mes amp qazmmGEZ ew Picture 139 The Impacts on Replace standard CATIA dialog This Impacts on Replace dialog cannot be implemented by T Systems due to lack of sufficient APIs If the inserted CATIA document is not compatible linkage information in the product structure gets lost In this case some constraints are broken see Picture 140 Constraints destroyed by Replace operation n CATIA V5 Engine CATProduct ec EJ s File Edit Insert CMI Analyze Window SAS 5 684 55557 aN Engine N
15. Constraints Applications Center graph Reframe On Hide Show Properties Alt Enter Open Sub Tree cut Ctrl X Copy Ctrl C 7 Paste Paste Special Delete Del FixedParts Assm 1 object ini x PDM Workbench PDM Properties Highlight PDM Nodes Components L Unlock Representations Fa Selection Mode 2 Duplicate Picture 29 Action Lock in the CATIA V5 window For further details of the lock dialogs please refer to the chapter Lock of the Part in the PDM Workbench window The lock of a CATPart and CAT Drawing as top level object of the CATIA V5 window cannot 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 A multi select of objects is also supported PDM Workbench Release 3 9 User Manual 19 Unlock Unlock of the Part in the PDM Workbench window When an object is locked by you then you have to unlock it in the PDM system to make it available for all other users You select the object in the PDM Workbench window and click the right mouse button In the context menu you select the Unlock context action see Picture 30 Action Unlock This action is only active in the context menu when it is possible for the selected object Otherwise it will be deactivated in the context menu A
16. 4 4 201 46 SELECT THE NEW RELATION sei dco va onum atate es ait eo eee 47 PRODUCT STRUCTURE WITH INSERTED OBJECT 47 CONFIRM THE UPDATE WITH CREATE 48 PROGRESS BARS FOR UPDATE 48 INFORMATION WINDOW WHEN UPDATE WITH CREATE IS FINISHED 48 CONFIRM THE UPDATE ACTION sisi ee Ee ee eti veut Oe OE 49 INFORMATION WINDOW WHEN UPDATE IS 5 49 SET PDM TYPE CONTEXT MENU dieto rodean OR eb b rele aD bernie 50 PICTURE 87 UPDATE DIALOG FOR CAT PRODUCT 50 PICTURE 88 UPDATE DIALOG FOR CAT PART DOCUMENT cccceceeceuseeseeeeeseueeuseueeueeeeeaeeaes 51 PICTURE 6 UPDATE DIALOG WITH IMPORT WITH RECONNECT 52 PICTURE 7 RECONNECT PROMPT eue 52 PICTURE 8 MESSAGES ABOUT RECONNECTED 6 meme eere rrn rere 52 PICTURE 9 OPENING REFERENCED GEOMETRY 53 PICTURE 10 PICTURE 89 PICTURE 90 PICTURE 91 PICTURE 92 PICTURE 93 PICTURE 9
17. 457 Delete newest version 3 Duplicate 4 Expand Custom Action Picture 251 Selecting a custom method on a part item If a dialog is configured it appears pre filled with the attributes of the item Part Number Major Rev A Generation Mame state Preliminary Make Buy Description Created on 2014 10 31T13 21 32 Modified on 2014 10 31T13 21 33 Created by Innovator Admin Modified by Innovator Admin Locked by Innovator Admin Picture 252 Dialog with pre filled attributes PDM Workbench Release 3 9 User Manual 123 Glossary Unlock Action withdrawing the right to update a work item Normally this corresponds with publishing the work item to a larger number of people getting read access on this object Lock Action giving the user the exclusive right to update a work item Context Menu The menu that appears when the user selects an icon and holds the right mouse button pressed Dialog Window Window in which the user enters information Gil Graphics Interactive Interface The is a powerful programming tool which completes the Open System Access to the CATIA environment Icon Graphical representation of an object Object An item or a relationship Query To search the database for objects that match specific criteria PDM Workbench Release 3 9 User Manual 125
18. N ProductiO00 DUPL ICA TE PDM Create EI Create dialog for type Assembly 5 m parti00 Part100 1 Part Number Producti0ONew 000 Applications Name Product100New Unit v Make Buy Cost Description Create dialog For type CATProduct Doc Number Product100New Product100New Description ES 9 Q Apply 3 cancel Picture 74 Filled PDM Create dialog for Assembly and CATProduct The CATProduct will be renamed to the desired name and created in the PDM system The Create dialog for the CAT Drawing will be opened The part number and the name of the assembly are filled The action is set to Duplicate Part see Picture 75 Create dialog for Assembly and CATDrawing A4 PDM Workbench Release 3 9 User Manual Prete Drawing CATDrawing Product100 1 Product100 Preliminary 10 0 A 1 Prodi Product100 Drawing Di ETE aixi E m heet 1 Create dialog For type Assembly Part Number ProductiO0New K Name Product100New Unit 7 Make Buy 71 Cost Description Create dialog for type CATDrawing Duplicated Part Doc Number roduct100 Drawing Product100 Drawing Description a m 9 SD Apply Cancel Picture 75 PDM Create dialog for Assembly and CATDrawing You change and fill the dialog The Document Name should have the Part Number o
19. Component cael S m All CATIA Files _ lt Remove _ lt Remove Down CATPart CATProduct CATDrawing cor Reset All Preview Picture 238 Customize List View dialog When you are using a new PDM Workbench configuration file then you have to reset the column settings by clicking on Reset All In order to customize the columns for an object type you have to select the object type In the example in Picture 239 Customize List View dialog for Assembly the object type Assembly has been selected In the right part of the dialog the attributes to be shown as columns are displayed In the middle part of the dialog the attributes not to be shown as columns are displayed In this case no attribute is hidden You can select an attribute on the right and remove it by clicking on the Remove button Or you can select an attribute in the middle and by clicking on the Add button you can add it to the columns to be shown Attributes Types Attribute Settings Exclude List af Pez i IPark Assemblv Add gt _ lt Remove _ lt Remove number up name All CATIA Files hate Down CATPart major rev CATPraduct generation CATOrawing Reset All Preview Clase Picture 239 Customize List View dialog for Assembly By clicking on the Preview button you can see a preview of the list view see Picture 240 Preview of the List View dia
20. E ramote Modified on Created by 152 Revise Modified by Relate active File to Part twoke gt Download CATDrawings related to BOM Part Query Close Picture 34 Action Unlock in the query result list 22 PDM Workbench Release 3 9 User Manual Unlock of the Document in the CATIA V5 window When an object is locked by you then you can unlock it in the PDM system to make it available for all other users You select the object in the CATIA V5 window and click the right mouse button In the context menu you select the context action Workbench Unlock see Picture 35 Action Unlock in the CATIA V5 window amp Engine CATProduct oN Engine oN FixedParts_Assm Center graph 18 N SII EETA Reframe On 9N ConnectionRod 9 S Hide Show Sos Crankshaft_Assm 0 Open Sub Tree iiConstraints y m Ei V cu Ctr x Applications Copy Ctrl C 2 Paste Paste Special Delete Del FixedParts_Assm 1 object PDM Workbench Components Representations Selection Mode Picture 35 Action Unlock in the CATIA V5 window For further details of the Unlock dialogs please refer to the chapter Unlock of the Part in the PDM Workbench window The unlock of a CATPart and CATDrawing as top level object of the CATIA V5 window cannot be done with the context menu You have to use the Unlock button within the PDM Workbench context commands toolbar
21. PDM Workbench PDM Workbench Release 3 9 for Aras Innovator User Manual Version 1 Copyright 2005 2015 T Systems International GmbH All rights reserved Printed in Germany Contact T Systems International GmbH GDC Product Lifecycle Management Fasanenweg 5 70771 Leinfelden Echterdingen Germany httos servicenet t systems com odm workbench 49 0 40 5395 2020 2 4 49 0 3915 80125688 mail cmi_support t systems com Manual History Version Date Version Date 1 0 March 2005 3 2 March 2012 1 1 August 2005 3 3 October 2012 1 2 December 2005 3 4 April 2013 2 0 November 2006 94 October 2013 2 1 March 2008 3 6 April 2014 2 2 September 2008 3 7 October 2014 2 5 March 2011 3 8 April 2015 3 0 October 2011 3 9 October 2015 3 1 February 2012 This edition obsoletes all previous editions Your Comments Welcome Please feel free to tell us your opinion we are always interested in improving our publications Mail your comments to T Systems International GmbH GDC Product Lifecycle Management Fasanenweg 5 70771 Leinfelden Echterdingen Germany mail cmi_support t systems com PDM Workbench Release 3 9 User Manual Preface About this Manual This manual describes the main functionality delivered by the PDM Workbench The functionality of the PDM Workbench as described in this manual uses Aras Innovator as backend PDM system for CATIA V5 Other PDM systems might support the functio
22. Select Template When you confirm the dialog with OK the template file or the empty file is opened in CATIA and the Update to dialog is opened You have to type in the attribute values of the item object and the document object to be created see Picture 117 Create dialog for CATPart in BOM Part Structure New CATPart ioj x opertion peration Reut Create Create dialog For type Component Part Number wi Name Unit X Make Buy Cost Description Create dialog For type CATPart Update to PDM Doc Description Apply Cancel Create new file versions at update No Update Close Picture 117 Create dialog for CATPart in BOM Part Structure pdate to PDN 55 File name CATIA Part Number PDM Display Locked By State File Status Operation Result New CATPart New Modified Create 1 Create PDM File Object of typ PDM Create Create dialog for type CATPart New Doc Number New Name Description Is Template Standard Part 9 Apply 9 Cancel Create new CAD document generation Mo Create new parts at update No Action succeeded ndate Close Picture 118 Create dialog for Document Structure Then you have to change the name and click on the OK button A normal update is p
23. 66 37 TEMPORARY OPENED 1 37 ACTON iy CO dT LE X 38 LOAD PROGRESS 2 tuve e sint asse 38 SPLIT WINDOW AFTER LOAD PDM WORKBENCH AND CATIA V5 NODES 39 ACTION BOARD oS s M E Mu t 40 LOADED GEOMETRY FOR REVISION 0 0 40 41 LOADED GEOMETRY FOR REVISION 2 00 00 41 ACTION TDUPBIECATET S ness tme M E E 42 PDM CREATE DIALOG FOR DUPLEIONTE cuo net inte 4 42 FILLED CREATE DIALOG FOR 43 DUPLICATED CATPRODUCGT OBJECT ces TOC o coe ey 43 PDM CREATE DIALOG FOR ASSEMBLY AND CATPRODUCT 44 FILLED CREATE DIALOG FOR ASSEMBLY AND CATPRODUCT 44 PDM CREATE DIALOG FOR ASSEMBLY AND CAT DRAWING 45 DUPLICATED CAT PRODUCT OBJECT Unete doces aT Ob Pes pueda dub ee 45 ACTION COPY BETWEEN WINDOWS 4 1 1120 mee 46 ACTION PASTE BETWEEN 5
24. ADDITIONAL OPTIONAL 119 COPY ELEMENT ATTRIBUT TES Lus caveant MM D AU LL ME D mU ILLNESS 119 AUTONAME SUPPORT USING INNOVATOR SEQUENCE 121 POSSIBILITY CALL A SERVER METHOD FOR ITEM 122 GLOSSARY MC E Ec 125 PDM Workbench Release 3 9 User Manual Table of Figures PICTURE 1 WORKBENCH WORKSHOP IN CATIA V5 1 PICTURE 2 STRUCTURE IN THE BOM PART STRUCTURE DATA 3 PICTURE 3 STRUCTURE IN THE DOCUMENT DATA 20 002 4 PICTURE 4 THE WORKBENCH TOOLBAR BEFORE THE 5 PICTURE 5 LOGIN DIALOG t ostio ot One ceux 5 PICTURE 6 THE WORKBENCH TOOLBAR AFTER THE 0 2 6 PICTURE 7 THE WORKBENCH CONTEXT COMMANDS TOOLBAR 6 PICTURE 8 QUERY DIALOG 7 PICTURE 9 QUERY DIALOG ENTER QUERY 7 PICTURE 10 QUER
25. L RetainingRing i 4 E CnnnerctinnEnr k J EE 5 FistonBalt Fist EE object iis RetainingRing i PDM Properties E T Tt EB Constraints Components cent ELEN Replace Nod Std Part BOM MN piston Piston 1 Representations E TBP Rep cc 1 1 i E E eal Constraints Selection Mode 77 ConnectianRod 1 Con nectionRad CATPa rt Crankshaft CrankShaft 1 Picture 198 Setting CATPart to the type The result is a structure in PDM which contains both part structures and CATIA document structures Engine A 1 Preliminary Logged in as admin Picture 199 Resulting PDM Structure When nodes are added to or removed from the non BOM CAD document structure Update synchronizes the changes in the CATProduct structure to the non BOM CAD structure just like to the BOM part structure PDM Workbench Release 3 9 User Manual 99 Configuration of BOM Part Structure In the BOM part structure mode it is possible to create product configurations where depending of the currently set configuration context only a sub set of the product structure is expanded and loaded With this functionality it is possible to create and to work on different configurations of the same product This is a small example of the configuration functionality which shows the configuration management with o
26. Preliminary NewProducti 1 WewProducti Preliminary Files related BOM parts will also be deleted Picture 49 Confirm Delete objects The operation result dialog is displayed containing error or success messages PDM Workbench 2 xl Information Deleted object NewPart1 Mechanical Part Deleted PDM object NewProduct2 Assembly Deleted object NewProduct2 Mechanical Assembly Deleted PDM object NewPart2 Component Deleted object NewPart2 Mechanical Part Deleted PDM object NewProduct1 Assembly Deleted object NewProduct1 Mechanical Assembly Deleted PDM object NewPart3 Component Deleted object NewPart3 Mechanical Part Action succeeded Picture 50 Delete result window When you delete a part object the attached documents will be deleted too PDM Workbench Release 3 9 User Manual 31 ee Delete newest version You can delete the newest version of the file when there exist more than one version for the file and you see that you do not need this version anymore because you want to design the geometry a different way You have to select the last version of the document and click on the right mouse button The context menu will be opened There you select Delete newest version see Picture 51 Action Delete newest version ScrewModel 4 1 ScrewModel Preliminary Logged in as admin Center graph Reframe O
27. Product No 100 as prefix then the CATDrawing can be duplicated and related to the CATProduct You load the product structure with the drawing They are opened in two CATIA windows Then you select the top product and open the context menu and select the action Duplicate The product will be renamed with the suffix DUPLICATE and the PDM Create dialog will be opened The document name is filled see Picture 73 PDM Create dialog for Assembly and CATProduct PDM Workbench Release 3 9 User Manual 43 Product100 Drawing CATDrawing Product100 1 Product100 Preliminary Product100 A 1 Product100 Prelimin ary m i Product100 Drawing Sheet 1 Product 100 CATProduct N ProductiO00 DUPLICATE PDM Create EI Create dialog for type Assembly Parti00 Part100 1 Ra petas unm er roduct1 Applications Name Product 100 w Make Buy Cost Description Create dialog For type CATProduct Doc Number Product 100 Product100 Description ES ok Q Apply Cancel Picture 73 Create dialog for Assembly and CATProduct You change and fill the dialog and select the OK button see Picture 74 Filled PDM Create dialog for Assembly and CATProduct Product100 Drawing CATDrawing Product100 A 1 Product100 Preliminary Product100 1 Product100 Pre nin ary Product100 Drawing Sheet 1 Product100 CATProduct
28. 1 treni rere rrr rrr nis 77 CBEATENEBWNERSIO Ss enc ee eee ce eee aa 80 CONFIGURABLE CATIA COMPONENTS SUPPORT 81 SUPPORT ELECTRICAL TUBING ee et 81 DOWNLOAD DRAWING OPTION IN QUERY 82 SUPPORT FOR RELATING A NEW CATIA FILE AN EXISTING 84 DELETE RELATION CONTEXT MENU ACTION IN THE STRUCTURE WINDOW 85 SUPPORT FOR GATIA DESIGN PABDES ses ened ee orat taste 85 BOUNDING BOX MANAGEMENT SHOW NEIGHBOR 88 AUTOMATIC PART CREATION IN CAD STRUCTURE 91 SYNCHRONIZE GAD STRUCTURE TOBON itii cie ig le 91 CURRENT AND RELEASED EXPAND MODES FOR CAD STRUCTURE 92 SUPPORT FOR THE NEW CAD STRUCTURE INSTANCE HANDLING INTRODUCED IN INNOVATOR QAAND TO C Mc cca IM 94 STANDARD PART EUNCTIONALITYSL d totu sini dns 95 CHECK FOR CAD DOCUMENT CATIA RELEASE AT UPDATE 95 LOCAL WORKSPACE INFORMATION mc se teet vasco
29. 141 Replace Node context menu As in the Insert PDM Node case a restricted query window opens The user can query for existing items and double click on one of the found items to select the one which should replace the selected CATIA structure node The user then gets to decide whether only the selected node or all instances of the document should be replaced see Picture 142 Replace all instances prompt __ Picture 142 Replace all instances prompt After that the selected instance or all of the instances of the selected CATIA node will be replaced by the CATIA file related to the queried and selected PDM item It is not possible to replace CATIA documents in a CATIA session when the new file has the same filename as the file to be replaced because both files would be located in the same directory PWB exchange map Replacing CATIA nodes does not change the instance names of the replaced nodes Only nodes in the structure in the active window are affected by the replace operation CATDrawing attribute mapping PDM attribute values of the drawing CAD document item can be mapped to CATDrawing attributes see Picture 143 CATDrawing attribute mapping PDM Workbench Release 3 9 User Manual 77 Engine Drwl CATDrawing Ld I Engine Drwi 1 l Parameters Engine Drw1 Name a DrwAttrl F Drwattr2 Engine Drw1 yt zi DrwAttr3 Bheet1 F rant view
30. 188 OPEN LOAD FILES WITH LINKS CONTEXT MENU ACTION nmm 97 PICTURE 189 DEFAULT INFORMATION NOT CURRENT 0 0 0 2 1 97 PICTURE 190 NEWEST VERSION INFO CONTEXT MENU 0 97 PICTURE 191 ADDITIONAL VERSION INFORMATION 98 PICTURE 192 SETTING A CATPRODUCT TO THE NON BOM 98 PICTURE 193 SETTING A CATPART TO THE NON BOM 99 PICTURE 194 RESULTING STRUCTURE 99 PICTURE 195 CREATING A NEW CATEGORY 2 66 6 100 PICTURE 196 CREATING THE OPTIONS BLUE GREEN AND YELLOW 100 PICTURE 197 CREATING BOMCONFIGURATION ITEMS 0 00 0 101 PICTURE 198 CREATING CONFIGURATION EXPRESSION ITEMS 2 0 4 4 1 101 PICTURE 199 SAMPLE CATIA PRODUCT meme eere rrr nnns 102 PICTURE 200 RELATING CONFIGURATION EXPRESSIONS TO PLM RELATIONS 102 PICTURE 201 CREATING PRODUCT VARIANT 6 103 PICTURE 202 SETTING PRODUCT VARIANT FOR THE PART BOM EXPANSIO
31. 2 Preliminary Mechanical Part version 2 Logged as admin Center graph Reframe On Hide Show gr Properties Alt Enter Open Sub Tree pa Cut Chrlex EES GA Paste Paste Special Delete Del ScrewModel 2 Preliminary Mechanical Park version 2 object Expand Expand Multiple Levels l De Expand Open in new POM Window ir Unlock ra Lock ra Promote 2 Revise Ec Open File Open File Temporary 5 Highlight CATIA Nodes ce Copy element attributes Picture 58 Action Open File The current version of the file is loaded in CATIA V5 now see Picture 59 Current file i ScrewModel CATPart E n ScrewModel 85 Xy plane yz plane zx plane qi Parameters 15 5 PartBody Publication Achse r Auflage Picture 59 Current file Then you query for a different version in this case version 1 and open the file temporary You select the object and click on the right mouse button In the context menu you select the action Open File Temporary seePicture 60 Action Open File Temporary 36 PDM Workbench Release 3 9 User Manual ScrewModel A 1 Preliminary Mechanical Part newest version 2 Logged in as admin EX ScrewModel A 1 Center graph Reframe On Hide Show Properties Alt Enter Open Sub Tree 57 Cut 8 5 Copy
32. 2 Engine Preliminary Logged in as admin amp Engine CATProduct o sgu CrankShaftRight 1 Crankshaft 1 Engine selected Picture 95 PDM Structure and geometry in CATIA V5 In the CATIA V5 you can make some changes in the geometry see Picture 96 Making changes in the geometry that make the objects in the PDM product structure dirty This state change will not be displayed automatically E 5 Start File Edit View Insert Tools Analyze Window Help 1 CA 7778 Ble 338 2 Engine Preliminary Logged as admin T gt ico imu amp Engine CATProduct VERGE 152 mS mm 1 element selected Picture 96 Making changes in the geometry In order to display the changes you have to click on the Refresh PDM Structure icon e Then the status of the changed objects in the PDM product structure will be updated PDM Workbench Release 3 9 User Manual 55 Now e g the dirty object owned by the session user will be displayed in yellow in the PDM product structure The dirty objects on the way to the root are displayed in red because they are not owned by the session user see Picture 97 Refreshed PDM Structure CATIA V5 Start File Edit View Insert Tools Window Help LI t L LI DELUSA B 2 Engine Preliminary Logged in as admin 5 Constraints 3 74 Constraints Applications i 8 Pict
33. Administration Change Management Cloud Services Config Management 50 BOMConfigurations 50 Categories Jc ConfigurationExpressions Lots 50 Milestones ag Options Jg ProductVariants Dashboards Design Parts fs Products Documents CAD DesignTable s CAD Documents Zh mn a ien 4 8 Properties 4 A RJ 50 Product Varian Serial Number Date ProductVariant BlueVariant ProductVariant 16EEDCCC636BABBABFG6A0AA0391C6579 Windows Internet Explore File Edit Views Search Tools Help 9 Product Variant Name ProductVariant Serial Number Date Lot Rank Milestone Option List Actions 5 A ER Name Category Blue Color Picture 206 Creating Product Variant items Now the previously created part structure can be expanded and loaded in different configurations n a c 8 1794 020 PDM Session Configuration Picture 207 Setting a product variant for the part BOM expansion First if no configuration is set the complete structure is expanded and loaded NewProduct2 CATProduct NewPart1 NewPart1 1 NewPart1 NewPart1 2 NewPart2 NewPart2 1 NewPart2 NewPart2 2 Applications la NewProduct2 A 1 Preliminary Logged in as admin steigen MU Cic i Picture 208 Expanding and loa
34. CATProduct NewSnapRing Assembly Model Prel admin Preliminary Update SUCCESS NewPistonPincomp CATProduct NewPistonPincomp Assembly Model admin Preliminary Update SUCCESS Uploaded MewFixedParts Assm CATProduct Uploaded NewCylinder Assm CATProduct Uploaded NewConnectionRod CATProduct Uploaded NewCrankshaft_Assm CATProduct zi Uploaded NewEngine CATProduct 0 Action succeeded Update Close Picture 85 Information window when Update is finished Select Type of additional Parts in Document mode If PDM Workbench is configured to work in the CAD document structure mode it is possible to create an additional part item in Aras Innovator while creating a CAD document during the PDM update By default there is a configured part type that will be created in this case The new functionality allows you to select a specific part type to be created PDM Workbench Release 3 9 User Manual 49 Lu Center graph Reframe On Hide Show Properties Alt Enter Open Sub Tree Applications Paste Special Delete 20151026_2 1 object PDM Workbench 1 m PDM Properties Components Representations 45 CATPart Non BOM Selection Mode Picture 86 Set PDM Type context menu When updating a product structure the type of the additional part will be shown in the Operation column of the update dialog The Create Parts at Update button will be
35. CrankShaftLeft CATPart Picture 168 CATPart geometry in the context of CATProduct structure This is the corresponding CAD structure in PDM 88 PDM Workbench Release 3 9 User Manual Picture 169 CATPart document in CAD structure The user first queries for the CATPart document which he wants the neighborhood of Then he clicks on the context menu Show Neighborhood CrankBolt A 1 CrankBolt Nome Preliminary fl CrankShaft A 1 Crankshaft Nom Preliminary CrankShaftLeft Preliminary CrankShaftRight Preliminary Picture 170 Show Neighborhood context action A query window appears where the user can search for a CATProduct document or an assembly part in the BOM part structure mode DM Query context for Neighborhood Logged in as admin Doc Number Mere Engine Picture 171 Query dialog for context assembly node The structure of which the selected CATProduct is the root document has to contain the previously selected CAT Part When the user double clicks on the selected CATProduct a specific multi level structure expand is performed which only returns the parts of the structure where the CATPart s bounding boxes overlap with the bounding box of the previously selected CATPart This is a sub set of the complete structure PDM Workbench Release 3 9 User Manual 89 Picture 172 Reduced structure containing only neighbor models When thi
36. Document Document Number Revision State Select an image Created By Innovator Admin Authoring Tool Version Geor 9S sey om 2 i Modified By Innovator Admin Modified On 9 24 2015 Description Locked By Innovator Admin Major Rev A Date Assigned Creator Designated User Native File Effective Date i innovator admin B Admin m k CATProduct State Preliminary Part From Template Viewable File f Select and uploa Structure Parents Files Changes DesignTable Actionsy Pick Related MA 4 xi CORRE Sequence Document Number Revision Type State Native File Authoring Tool E 128 Case A Mechanical Part Preliminary Case CATPart CATIA E 256 Screw A Mechanical Part Preliminary Screw CATPart CATIA Picture 187 One CAD Structure relation for each used CAD document 94 PDM Workbench Release 3 9 User Manual The CATIA instance information is stored in the CAD Instance relations CAD Structure 33727394B01945E89 2ABDFS8FFD47F45B Windows Internet Explorer File Edit Views Search Actions Tools Help B CAD Structure Document Number B Screw 00 Instances j Actions X B gc BRS M Sequence Name Description Transformation Matrix 4 128 Screw 1 100001000010 35 00000000000016 30 18101391196255 50 44 512 Screw 4 100001000010 35 00000000000016 24 81898608803745 50 440 256 Screw 2 10000100001 0 35 99999999999984 30 18101391196255 50 440 384
37. FixedParts FixedParts 1 CN Cylinder Cylinder 1 8 Screw ConnectionRod 1 oN Crankshaft Crankshaft 1 SHE Coincidence 1 Crankshaft 1 Destroyed constraints incidence 2 Cylinder 1 Offset 3 Crankshaft 1 gl 97 ye Offset 4 Cylinder 1 Inserted Coincidence 5 Crankshaft 1 FixedParts 1 1 incom patible 41 4 Offset 6 FixedParts 1 i Offset 8 Cylinder 1 FixedParts 1 NE nese constraints Fix 9 FixedParts 1 incidence 10 Crankshaft 1 FixedParts 1 9 Offset 11 Crankshaft 1 FixedParts 1 ZApplications wg fo Me Os 4smesaqazmmcGHm se Select an object or a command Picture 140 Constraints destroyed by Replace operation 76 PDM Workbench Release 3 9 User Manual This possibility of breaking CATIA links needs to be taken into account when this functionality is used If in doubt please load the geometry which is supposed to replace existing geometry in the structure with Load and use the regular CATIA replace operation The functionality is used as follows The user right clicks on an existing CATProduct or CATPart node in a CATIA structure window and selects Replace Node see Picture 141 Replace Node context menu PDM Workbench 2 E3 Properties 5 Highlight Nodes Components h Unlock Representations Selection Mode Insert Node Replace Node Picture
38. L Uses Part BOM zu pia Part BOM P Expand Multiple Levels d Uses Part BOM El sd Uses Part BOM Part L Uses Part BOM FA Unlock Uses Part BOM Part BC 7 Le Uses Part BOM Part 5 y Part BOM iPart BC ap Revise Uses Part BOM Part head Uses Part BOM ian Load with Links it Uses Part BOM Part a fe i Expand d Open in new POM Window Lock nectionR odModel Prelirr inary ftRight Preliminary ankSshaftRightiodel F Promote Add Temp 5 Highlight CATIA Nodes Picture 67 Action Add Temp The CATProducts will not be loaded Only the CATParts are loaded and positioned correctly see Picture 68 Loaded geometry for revision A All Part Numbers and File Names in the temporarily added structure are prefixed with TMP _ where is a counter in CATIA V5 beginning with 1 Every action Add Temp will increase the counter This prefix is customisable by the customer For details please refer to the PDM Workbench Installation amp Administration Manual IfS TMP1_Engine CATProduct E ioj x HN IMP1 Engine 7 TMP1 Crankshaft Assm Crankshaft_Assm 1 e TMP1_ConnectionRod ConnectionRod 1 TMP1_Cylinder_Assm Cylinder_Assm 1 SS amp TMP1_FixedParts_Assm FixedParts_Assm 1 queue Picture 68 Loaded geometry for revision A PDM Workbench Release 3 9 User Manual 41 Duplicate Now you can co
39. Load with Links Picture 65 Action Load The current version of the structure is loaded in CATIA V5 now see Picture 66 Loaded geometry for revision B IET E 101 x ngine DON FixedParts Assm FixedParts Assm 1 PES Cylinder Assm Cylinder_Assm 1 FE ConnectionRod ConnectionRod 1 DON Crankshaft_Assm Crankshaft_Assm 1 i Constraints Applications Picture 66 Loaded geometry for revision B Then you query for a different version in this case revision A and load the structure temporary You select the object and click on the right mouse button In the context menu you select the action Add Temp see Picture 67 Action Add Temp PDM Workbench Release 3 9 User Manual 2 Engine Preliminary Logged in as admin TEE Center graph Uses Part BOM Part BC Reframe On Uses Fart Ex ar Hides Showy Le Uses Part BOM P A Properties Alk Enter Jo Uses Uses Part BOM Part PE tree Uses Part BOM y cum r L Uses Part BOM Copy nn im Uses Part BOM Paste Special Uses Part BOM Part BC Uses Part BOM Part Beet Ee ssm Preliminary Uses Part BOM Engine B 2 Engine Preliminary object ORIN Preliminary RetainingRingModel Prel reliminary nBoltModel Preliminary
40. Open Read Only ConnectionRod CATProduct CAPWB Read Only Open Read Only Cylinder Assm CATProduck XMAP Read Only Open Read Only FixedParts Assm CATProduct C PWB_XMAP Read Only pen Read Only CrankshaftLeft CATProduct CHAPWB XMAP Read Only Open Read Only CrankPin CATProduct CAPWB XMAP Read Only Open Read Only CrankshaftRight CATProduct C PWB_XMAP Read Only Open Read Only RackModel CATPart CHAPWB XMAP Read Only Open Read Only PistonPin_Assm CATProduct C PWB_XMAP Read Only Open Read Only Rack_Assm CATProduct C PWB_XMAP Read Only Open Read Only CylinderBlock CATProduct C PWB_XMAP Read Only Open Read Only SnapRing CATProduct C PWB_XMAP Read Only Open Read Only PistonPincomp CATProduct CHAPWB Read Only Open Read Only Screw CATProduct C PWB_3 Path Path of the document Read Only Open Read Only CATProduct State State of the documen Read Only Open Read Only CylinderBlockModel CATPart CHAPWB XMAP Read Only Open 11 PWBDoc CAPWB Read Write 12 PWBDoc CAPWB Read Write I Pattern Apply Pattern 1 0 Unsaved File s Left Enable independent saves ax e o Cancel Picture 120 Save Management ee Added check whether CATIA structure is valid before update Before the structure will be created in the PDM system it will be checked if it is valid see Picture 121 Check if CATIA structure is valid 68 PDM Workbench Release 3 9 User Ma
41. PDM product structure and want to see the corresponding object in the geometry For this you can select an object in the geometry and click on the right mouse button The context menu opens and you have to choose Workbench Highlight Nodes see Picture 99 Action Highlight PDM Nodes amp Engine CATProduct iderBlock 1 Center graph Reframe On 1 Hide Show A Properties Alt Enter qc E Open Sub Tree Y cut Ctrl C A Paste Ctrl Paste Special Delete Del Zylinderblock 1 object PDM Properties Highlight Nodes Components Unlock Representations B Lock Selection Mode ES Duplicate Replace Node R Force Load CATPart LA e Picture 99 Action Highlight PDM Nodes PDM Workbench Release 3 9 User Manual 57 The PDM Workbench window will be displayed in the foreground and the objects that correspond to the selection in the geometry will be highlighted marked see Picture 100 Highlighted nodes in PDM Structure If there is no PDM Workbench window opened you will get a warning that you have to open the PDM structure first It is important that you have only one PDM Structure window for this Part Number amp Engine CATProduct Picture 100 Highlighted nodes in PDM Structure This works in the opposite direction too see Highlight CATIA Nodes Highlight
42. Revise Picture 21 Action Properties The Properties dialog will be opened see Picture 22 Properties dialog tab Properties It consists of two tabs In the tab Properties the values of the attributes are shown on a grey background This indicates that the values cannot be changed All properties that are shown within this dialog can be specified within the PDM Workbench configuration file PDM Workbench Release 3 9 User Manual Current selection Enaine 1 Engine Preliminary Properties Update Item Assembly Park Number Engine 45050 Major Rev Generation 0 State Preliminary Unik EA F Make Cast Description Mew Version C Type Assembly Assigned Creator NENNEN Designated User m Created by Innovator Admin Created on 2012 03 28T14 01 16 7 Modified by Innovator Admin Modified on 2012 03 28T14 01 17 Locked by Innovator Admin Release Date Effective Date More Apply Close Picture 22 Properties dialog tab Properties In the tab Update Item those attribute values shown on a grey background cannot be changed Those presented with the white background can be changed see Picture 23 Properties dialog tab Update Item Required attributes are marked with an
43. User Manual PDM Query Logged in as admin 7 x PDM object type __ Part Major Rev Generation Part 71152 Case 4 1 Case CaseModel 4 1 CaseModel PDM object attributes ConnectionRod 1 ConnectionRod Part Number t ConnectionRodMadel 1 ConnectionRodModel Major Rev CrankBolt 1 CrankBolt Generation 22 crankBoltModel 4 1 CrankBoltModel Name z Crankshaft 4 1 Crankshaft z CrankShaftLeft 1 CrankShaftLeft state 25 crankShaftLeftmodel 1 CrankShaftLeftModel Unit 2 cCrankshaftRight 1 CrankShaftRight Make Buy 25 crankshaftRightModel 1 CrankShaftRightMadel CS Cylinder 1 zm CylinderBlock a Open in new PDM Window 1 CylinderBlock Created on Modified on A Created by 1 2 Revise Modified by ot Relate active File to Part Locked by ce Unlock A Promote Download CATDrawings related to BOM Part Query Close Picture 28 Action Lock in the query result list Lock of the Document in the CATIA V5 window You have to lock the PDM objects prior to changing and updating them You select the object in the CATIA V5 window and click the right mouse button In the context menu you select the context action Workbench Lock see Picture 29 Action Lock in the CATIA V5 window Engine CATProduct A Engine 0N FixedParts_Assm m Cylinder_Assm C 38 ConnectionRod Cc CON Crankshaft Assm
44. V5 geometry window opened you will get a warning that you have to open the CATIA V5 geometry window amp Engine CATProduct Picture 102 Highlighted nodes in CATIA geometry This works in the opposite direction too see Highlight PDM Nodes Open New Window When you have a lot of objects in one window e g received by query or expand then it can 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 select the action Open in New Window see Picture 103 Action Open in New Window PDM Workbench Release 3 9 User Manual 59 DELS B 2 Engine Preliminary Logged in as admin Center graph Reframe On Hide Shaow Properties Alt Enter Open Sub Tree ue Copy Ctrl C Paste Paste Special Delete Del FixedParts 4 1 FixedParts Preliminary object Expand Expand Multiple Levels De Expand Open in new POM window Picture 103 Action Open in New Window The selected objects will be opened in a new window see Picture 104 The selected objects in the new window FixedParts A 1 FixedParts Preliminary Logged in as admin Picture 104 The selected objects in the new window Attribute mapping functionality CATIA standard and user defined properties can be mapped to PDM attributes In the following example the standard CATIA attributes Nomenclature and Descr
45. be inspected with the context menu You have to use the PDM Properties button within the PDM Workbench context commands toolbar The values of the attributes are in read only mode You are not able to make changes on the PDM system attributes in this dialog Lock Lock ofthe Part in the PDM Workbench window You have to lock the 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 24 Action Lock This action is only active in the context menu when it is possible for the selected object Otherwise it will be deactivated in the context menu A multi select of objects is also supported 16 PDM Workbench Release 3 9 User Manual 4 1 Engine Preliminary Logged in as admin Center graph Reframe On Hides Showy Properties Alt Enter Open Sub Tree Gut Chr Paste quos Paste Special Delete Del Engine 4 1 Engine Preliminary object Expand Expand Multiple Levels De Expand 3 Ml Open in new Window Uses Part BOM Pa gm Unlock ri Lock Lonoke Vm Revise Picture 24 Action Lock The confirmation message for the Lock opens see Picture 25 Confirm the Lock of the part If it is the correct objec
46. files are downloaded Bounding Box Management Show Neighbor functionality PDM Workbench can be set up such that the bounding box values of the updated CATParts are saved in the PDM CAD document items If that is done it is possible to use these values to find the neighbor geometry documents whose bounding boxes overlap with the bounding box of the selected CATPart As an example the user wants to find out which bounding boxes of other CATParts in the structure Engine CATProduct overlap with the bounding box of the CATPart CrankShaftLeft CAT Part Engine CATProduct Engine z N FixedParts FixedParts 1 by CylinderBlock 1 CylinderBlock CATPart Rack 1 4 Case 1 Case CATPart mn 1 Screw CATPart 2 Screw CATPa rt 5 w 3 Screw CATPa rt A PIT Screw 4 Screw CATPart Constraints So o2 ke Assembly features PistonAssm PistonAssm 1 EN 3 a PistonBoltAssm PistonBoltAssm 1 by RetainingRing 2 RetainingRing CATPart a PistonBolt 1 PistonBolt CATPartl i RetainingRing 1 Retair ingRing CATPart a u Constraints 4 a v piston Piston CATPart p onn UR lc ard Constraints 7 ConnectionRod 1 Connectior Rod CATPart L 5 CrankShaft CrankShaft 1 CrankShaftRight 1 CrankShaftRightCATPart if Eon CrankBolt 1 CrankBolt CATPart CrankShaftLeft 1
47. fir Neuer Ordner Dokument m Bibliothek Dokumente LE Eigene Dokumente StandardParts 4 m ffentliche Dokumente x Ji StandardParts p a Musik E el CatalogDocumentl catalog gt T Systems StdPartl CATPart gt BB Videos stdPart2 CATPart gt dfi StdPart2 CATPart Picture 219 CATIA catalog containing standard part CATParts Then the standard parts can be inserted to a CATProduct structure PDM Workbench Release 3 9 User Manual 107 coo000119 AA MO00 CATProduct m OO000119 44 Moco L 3I 0000012 D AA MOOD NewPart2 1 a StdPartl StdPartl 7 S spart StdPart2 1 Applications StdPartl StdParte Marne 1 StdParti 2 StdPart2 Instantiate Component Open Document Open As New Document Picture 220 Standard part CATParts created from a catalog a E00000118 AA Wooo Ip MM 50000012 AA MOOD NewPart2 1 Tz m StdPartl StdPart1 2 N StdPart2 1 t StdPart3 StdParts 1 Applications Picture 221 Inserted standard parts In the update process the standard part item from the database is taken Locked By PLM State File Status Operation Modified Create File name CATIA Part Number PDM Display StdPart3 CATPart StdPart3 C00000119 AA 000 00000119 MO 00000119 MO00 A 1 NewProduct testuser Preliminary Modified Update 1 Add sub structure
48. in the query result list by a new context menu action Part Number Major Rev Generation Name CylinderBlock CylinderBlack D Cylinder Open in new POM Window Cylinder Dt CrankShartRightModel TE IE CrankShaftRightMadel Tt CrankShaftRight gt CrankShaftRight it CranksShaftLefEMadel ini Lock CranksShaftLeFEMadel i CrankShartLett A DE CranksShaftLefE TR Crankshaft Crankshaft 4 crankBoltModel CrankBoltModel Tt CrankBalt CrankBalt Dt ConnectionRodModel ConnectionRodModel D ConnectionRod ConnectionRod CaseModel CaseModel D ase ase gt Picture 157 Relate active File to Part context menu action If there is already a CAD document related to the part the user is asked whether he wants to overwrite the corresponding file Do you want to overwrite the related CATPart file Yes Overwrite No Cancel Picture 158 Overwrite prompt for Relate active File to Part context menu action The file can only be overwritten if the BOM part item is not used in a Part BOM structure 84 PDM Workbench Release 3 9 User Manual Part Number gt Major Generation RekainingRingModel 1 2 RetainingRing 1 4 Rack A 1 Information 1167 Picture 159 Information prompt for Relate active File to Part context menu action KR Delete relation context menu action in the structure window PDM relation
49. location Picture 78 Action Paste between windows 46 PDM Workbench Release 3 9 User Manual You specify the relation you want to create in the structure between the two objects see Picture 79 Select the new relation once there is more than one relation type available In the dialog window you see all relations possible between the two objects In case you want to add the Assembly object in the structure to another Assembly object then you might choose the Part BOM relation for example The dialog will not appear if there is only one relation type available Park BOM Park 2 Picture 79 Select the new relation The instance object gets inserted into the existing product structure tree and the new relation gets created in the PDM system see Picture 80 Product Structure with inserted object E CATIA 5 Start File Edit View Insert Tools Window Help BELUS B 2 Engine Preliminary Logged in as admin Picture 80 Product Structure with inserted object Update The Update functionality can be used to create to complete or to update the product structure 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 CATIA documents will be created see Picture 81 Confirm the Update with Create action PDM Workbench Release 3 9
50. multi select of objects is also supported Engine 4 1 Engine Preliminary Logged in as admin Center graph Reframe On Hide Show AlE Enter T Properties Fes Open Sub Tree Ab Gut Copy Paste Paste Special Delete Del Engine 4 1 Engine Preliminary object Expand Expand Multiple Levels del De Expand EN Open in new POM Window Unlo ick Uses Part BOM Party Lock 1 O E Lac m mayga Picture 30 Action Unlock The confirmation message for the Unlock opens see Picture 31 Confirm the Unlock of the part If it is the correct object that you want to unlock then just select the Yes button 20 PDM Workbench Release 3 9 User Manual Engine 4 1 Engine Preliminary Logged in as admin Unlock Objects Are vou sure you want to unlock Engine 4 1 Engine Preliminary Picture 31 Confirm the Unlock of the part The selected object and the attached documents will be unlocked by the user see Picture 32 Object is unlocked PDM Workbench A314 xl Information PDM Messages Unlocked object Engine Mechanical Assembly Unlocked object Engine Assembly Action succeeded Picture 32 Object is unlocked The background color of the unlocked object changed to blank in the PDM Workbench window see Picture 33 Unlocked object 21 PD
51. not updated or deleted when a CATDrawing is updated even if links are created or removed in CATIA The related primary 3D document is not supposed to change during the lifetime of the CATDrawing Basic Multi Model Link Support When a CATPart CAD document is created or updated the geometry links of imported 3D geometry will be updated as links of the type CAD Structure Reference Both reference links and instance links are supported If the functionality is switched on when a CATPart contains geometry links PDM relations of the type CAD Structure Reference which correspond to these links are created see Picture 128 Information when reference links are created Uploaded LinkTargetPartl CATPart Messages Created relation CAD Structure Reference between LinkTargetPartl and LinkSourcePartl Created relation Structure Reference between LinkTargetPartl and LinkSourcePart2 Picture 128 Information when reference links are created If the links are removed from the CATIA file then the corresponding PDM relations are deleted see Picture 129 Information when reference links are deleted Uploaded LinkTargetPartl CATPart PDM Messages Deleted relation CAD Structure Reference between LinkTargetPartl and LinkSourcePart2 Picture 129 Information when reference links are deleted The created links can be expanded Select the document and click the right mouse button Select Expan
52. promote Engine 4 1 Engine Preliminary Picture 38 Confirm the Promote action The selected object and the attached documents will be promoted In this example from the life cycle state Preliminary to the state In Review see Picture 39 Object is promoted Engine 4 1 Engine In Review Logged in as admin RIES PDM Workbench Information PDM Messages Promoted Engine Mechanical Assembly to life cycle state In Review Promoted Engine Assembly to life cycle state Review Action succeeded Picture 39 Object is promoted Revise The PDM objects can be revised if the item is in released mode You select the object in the PDM Workbench window and click the right mouse button In the context menu you select the Revise context action see Picture 40 Action Revise 25 PDM Workbench Release 3 9 User Manual The part and the document have to be released in order to be revised 4 1 Engine Released Logged as admin Engine A 1 Engine Pim Center graph Reframe On Hides Showy Properties Alt Enter Open Sub Tree Gut Ctrl Se ER Chr a Paste Ctr Faste Special Delete Del Engine 4 1 Engine Released object Expand Expand Multiple Levels De Expand Ml Open in new POM Window Unlock Picture 40 Action Revise You will be asked if you reall
53. table file can be modified and uploaded to PDM again 86 PDM Workbench Release 3 9 User Manual lt 1 gt 15mm 3 10mm NewP art Duplicate data CATIA model B 1 PartBody Pad 1 FirstLimit Length mm PartBody Chamfer 1 ChamferRibbon 1 Length1 mm PartBody Hole 1 Diameter mm NewPart1 Nomenclature 2 15 3 10 NewPart1 Nomenclature Nomenclature 2 Name DesignTable 1 Design Table Properties DesignTable created ckessler 30 10 2013 Line PartBody Pad 1 FirstLimit Length PartBody Chamfer 1 ChamferRibbon 1 Length1 PartBody Hole 1 Diameter NewPartl Nomenclature I lt i gt 15mm 3mm 10mm NewPartl Nomenclature 2 20mm 12mm Nomenclature 2 DesignTable 1 Design Table Synchronization The file of the design table DesignTable 1 has been modified This design table has been synchronized with this file Picture 166 The design table is updated in the CATIA session PDM Workbench Release 3 9 User Manual 87 Refreshing the PDM structure window shows that both the CATIA document and the design table are modified NewPartl A 1 NewPartl Nomenclature Preliminary Mechanical Part Logged in as admin Picture 167 Refreshed PDM structure window containing the design table PDM update uploads both changed files When the design table functionality is switched on the design table files that are related to CAD documents are also downloaded when the CATIA
54. the PDM Workbench you can set some options for the PDM Workbench You open the options dialog with Tools 2Options in CATIA V5 In the slider PDM Workbench you can set the options for the PDM Workbench see Picture 237 The PDM Workbench options A21 xl Options Graphics Formats IGES IGES 2D PDM Workbench SMARTEAM CAT SMARTEA EID General ELTE M Display PDM Workbench CATIAYS Module Version 31V00 Compatibility CATIA Level V5R20 c T Systems 2004 2011 PE parameters and Measure Query Mode F Devices and Virtual Reality ES List View Customize List View Mechanical Design Relations Shape C Show Relations Analysis amp Simulation CATDrawings Machining C Download CATDrawings related to BOM Part Digital Mockup B Loading Structures Enable Hide Show ee Enable Activate Deactivate Cancel Picture 237 The Workbench options Query Mode When you set List View for the Query Mode the query result will be opened in a list view window You can customize the columns to be used in the list view window Please click Customize List View to open the Customize List View dialog see Picture 238 Customize List View dialog PDM Workbench Release 3 9 User Manual 115 21x Atkribubes POM Types 7 attribute Part Assembly
55. the right mouse button to open the context menu and you select the context action Load see Picture 62 Action Engine B 2 Engine Preliminary Logged in as admin p Engne B Z Engne Center graph Uses Part BOM Par iS Reframe On Properties AlE Enter BEEN Paste Cry Lo Uses Part E Paste Special T Delete Del Tr Uses Part Engine 2 Engine Preliminary object Lc Uses Part E Expand t Uses Part BOI Expand Multiple Levels d i Uses Part E dEl De Expand Uses Part BOM F Open in new POM Window Zt Uses Part BOI 7H Unlock Tp Uses Part BOM Par _ m 4 Uses PartBOM JA Promote 2 1 Uses Part BOM par 152 Revise MAE o e Hh Load with Links Picture 62 Action Load The PDM Workbench downloads the corresponding CAD files CATParts CATProducts and CATDrawings to the clients PDM Workbench exchange map The download progress is indicated by the Load progress bar see Picture 63 Load progress bar x 7 Loading selected object from POM system Downloading Files Status 50 completed Estimated time remaining 5 Picture 63 Load progress bar The geometry downloaded opens in a CATIA V5 native window see Picture 64 Split window after Load Workbench and CATIA V5 nodes 38 PDM Workbench Release 3 9 User Manual In the left window PDM W
56. two instance nodes of the CATPart NewPart3 are treated as if they were both directly under the CATProduct NewProduct3 and the two instance nodes of the CATPart NewPart4 are completely ignored that is the structure is treated as if they do not exist see Picture 151 Embedded CATIA component nodes IN NewPraducta B NewPart3 NewPart3 2 P SKIP 1 SKIP 1 1 Des bs NewParts iNewPart3 1 P IGM 1 1 1 5 m MewhPartd NewP arta 2 hy NewPart4 NewPart4 1 Applications Picture 151 Embedded CATIA component nodes ST Support Electrical Tubing With this functionality it is possible to use functions like Electrical Harness Electrical Wire Routing Piping Design Tubing Design of the CATIA Equipment amp Systems Engineering section The functions of the Equipment amp Systems Engineering section often create embedded leaf components without files of special types like ElecWireLight By default PDM Workbench does not support embedded components in the CATIA structure because an embedded component does not have an own file but is stored in the parent CATProduct Therefore such a component cannot be reused under a different parent There is no need to map these leaf components to PDM documents parts The parent CAT Product of the embedded leaf components holds all information of the embedded leaf components This functionality allows two ways
57. which you want to expand and open the context menu by clicking on the right mouse button Select the context action Expand Multiple Levels The Expand Multiple Levels sub menu offers the possible relation directions for expansion from the selected object In the example in Picture 16 Action Expand Multiple Levels you select the direction Uses Part BOM for the selected Assembly object Engine Engine 4 1 Engine Preliminary Logged in as admin Center graph Reframe On HidefShow Properties Alt Enter Fl Open Sub Tree x Cut Chri Copy Ctrl C Paste Paste Special Delete Del Engine 4 1 Engine Preliminary object Expand Expand Multiple Levels De Expand Fa Open in new POM Window Uses Part BOM I5 Used in Part Picture 16 Action Expand Multiple Levels The related objects in multiple levels are shown for the selected Assembly object Engine in Picture 17 Result of expand multiple levels 10 PDM Workbench Release 3 9 User Manual In the product structure tree you can see the objects and relations The type of the relation the revision and the generation 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 PDM Relations then the relation objects will not be displayed in the expanded product structure tree 4 1 Engine Preli
58. 0000028Suff1 FixedParts 1 gt m CylinderBlock CylinderBlock 1 m PwbTst100000029Suff1 CylinderBlock 1 N Rack Rack 1 5 N PwbTst100000025Suff1 Rack 1 m PwbTst100000026Suffl Case 1 me Screw Screw 1 y m PwbTst100000027Suffl Screw 1 m PwbTst100000027Suffl Screw 2 aye Screw Screw 2 m PwbTst100000027Suff1 Screw 3 s Screw 5 3 ga by PwhbTst100000027Suffl Screw 4 mre screw Screw 4 Picture 245 CATIA structure before and after import to PDM In the login dialog the user can select one of the autoname rule Innovator sequence item names see Fehler Verweisquelle konnte nicht gefunden werden PwbTestSequencel PwbTestSequence2 CAD Document Picture 246 Login dialog with autoname rule If none of the names are selected then the autoname functionality is not used Later in the session the user can change the selected autoname rule by clicking on the PDM Session Configuration icon in the PDM Workbench toolbar and selecting one of the sequence item names This dialog can also be used to switch off the autoname functionality by selecting the entry containing the empty string see Fehler Verweisquelle konnte nicht gefunden werden and Fehler Verweisquelle konnte nicht gefunden werden 3 Cancel Picture 247 PDM session configuration dialog PDM Workbench Release 3 9 User Manual 121 Set Configuration di Set PDM Configurati
59. 1 Unlock CrankShaftLeftModel Generation CrankShaftRight CrankShaftRight Name CrankShaftRightModel ras CrankShaftRightModel m Promote State 2 Unit Make Buy Description Created on Modified on Created by Modified by Locked by Ei Download CATDrawings related to BOM Part Query Close Picture 11 Query dialog Action Open in New Window A double click on a single object opens it in a new PDM Workbench window Now you can close the query dialog by clicking on the Close button The found objects are opened in the PDM Workbench window now see Picture 12 Query result in PDM Structure window Logged as admin Picture 12 Query result in PDM Structure window 8 PDM Workbench Release 3 9 User Manual Expand Single Level You can expand from the selected object to other related objects via several relations in two directions Select the object from which you want to expand and open the context menu by clicking on the right mouse button Select the context action Expand The Expand sub menu offers the possible relation directions for expansion from the selected object In the example in Picture 13 Action Expand Single Level you select the direction Uses Part BOM for the selected Assembly object Engine Engine 4 1 Engine Preliminary Logged in as admin Center graph Reframe On Hide
60. 1826 C14 TANK AL LOWER Modified 100312822 100312822 B42 PROTECTION PLUG Modified 6099197 L 6099197 F01 LABEL WITHOUT PM Modified 20758814 20758814 POS CAC VOLVO TRUCK P2285 Modified Create new file versions at update No Import with Reconnect Yes Operation Create Create Create Create 1 Create File Objec Create Create Create Create Create 1 Create PDM File Objec Create new parts at update No Picture 89 Update dialog with Import with Reconnect button During update the files are renamed according to the installed rule and reconnected if already found in Aras Information 1210 File s reconnected to existing documents in loseeif the reconnetioned file s are correct close all windows in CATIA and open the synchronized structure from PDM Picture 90 Reconnect prompt Part Number 100315424 C01 CORE Reconnected 100315424 to existing item Reconnected 100315425 to existing item Reconnected 100311342 to existing item Reconnected 100311345 to existing item Picture 91 Messages about reconnected items To check if the reconnected Documents in Aras use the same content like the imported files on disk the user has to close all windows in CATIA and open the structure from Aras 2 Import CATDrawing CATDrawings itself not reconnected in Aras but the referenced CATProducts CATParts may be renamed during import Therfore the following pro
61. 2E43E4A3DE63271A2AE279 Windows Internet Explorer E Fille Edit Views Search Actions Reports Tools Help B os E 9 PWB Configuration E RN Beschreibung 5 Settings Standard Attributes User Attributes Drawing Attributes U Actonsy X TB A R d Cad Label Innovator Name Mapping Direction ItemType 0 Items found Aras Innovator Picture 114 Configuration of user defined attributes in Aras Innovator Template based CAD document and part creation In the dialog which appears after the user clicks on the toolbar action Create 23 type of the new object can be selected see Picture 115 Select PDM type for the Create dialog Select for 2 x POM Object Types Cancel Picture 115 Select type for the Create dialog If one of those types is selected then the next dialog opens You have to select the template for the new object from a dropdown list The template names are defined in the PDM Workbench configuration file If you do not select a template an empty CATIA file is opened see Picture 116 Create dialog for CATPart Select Template Create dialog for type CATPart CATPart Template LUE TemplaktecatPark1 C ATPart Template CATR art 66 Workbench Release 3 9 User Manual Picture 116 Create dialog for CATPart
62. 3 Login Getting Started This chapter describes the functionality of the PDM Workbench which is implemented in the CATIA V5 workshop We suppose that you have installed CATIA V5 with the PDM Workbench workshop on your computer All configurations for the PDM Workbench including the configurations for the PDM system are done properly Note All user actions described below are based on the corresponding configuration of the data model and the actions to be provided by the PDM system In 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 4 PDM Workbench toolbar before the login in CATIA V5 The other PDM Workbench icons remain deactivated xj m A eee Picture 4 The PDM Workbench toolbar before the login The following dialog see Picture 5 Login dialog prompts you for all information necessary to identify yourself in the PDM system In our example you are asked to enter your User Password and Database The identification items marked with an asterisk are defined as necessary for Login in the PDM Workbench configuration file User information User i Password Database InnovatorSolutions Cancel Picture 5 Login dialog Click the Login button Once the login action was successful most of the icons in the PDM Workbench toolbar will turn active wh
63. 4 PICTURE 95 PICTURE 96 PICTURE 97 PICTURE 98 PICTURE 99 PICTURE 100 PICTURE 101 PICTURE 102 PICTURE 103 PICTURE 104 PICTURE 105 PICTURE 106 PICTURE 107 PICTURE 108 PICTURE 109 PICTURE 110 UPDATING THE CURRENT SHEE M Ie eh a 53 PDM STRUCTURE FOR 19 54 PDM STRUCTURE AND GEOMETRY IN V5 55 MAKING CHANGES IN THE GEOMETRY 4 4 4 55 REFRESHED 1 3 56 ACTION FORCE LOAD ATPART CUP 57 ACTION HIGHLIGHT 57 HIGHLIGHTED NODES IN 0 0 1 58 ACTION HIGHLIGHT NODES 2 2 59 HIGHLIGHTED NODES CATIA GEOMETRY 0 59 ACTION OPEN NEW 2 6 6 nere menter re tre rrt 60 THE SELECTED OBJECTS IN THE NEW WINDOW 4 4 1 21 4 60 STANDARD ATTRIBUTES IN THE PROPERTIES 61 CONFIGURATION OF STANDARD ATTRIB
64. 74 PICTURE 131 INSERT NODE QUERY DIALOG TYPE 74 PICTURE 132 INSERT NODE QUERY 75 PICTURE 133 ITEM INSERTED IN EXISTING e ee 75 PICTURE 134 THE IMPACTS ON REPLACE STANDARD 2 2 76 PICTURE 135 CONSTRAINTS DESTROYED BY REPLACE OPERATION 76 PICTURE 136 REPLACE NODE CONTEXT 1 2 77 PICTURE 137 REPLACE ALL INSTANCES PROMPT 1 77 PICTURE 138 CATDRAWING ATTRIBUTE MAPPING 2 78 PICTURE 139 DERIVED CATDRAWING CONTAINING ATTRIBUTES 00 0 20 1 78 PICTURE 140 DRAWING ATTRIBUTES VALUES ASSIGNED TO TEXT 0 78 PICTURE 141 MODIFIED DRAWING ATTRIBUTE VALUE 2 2 1 5 1 79 PICTURE 142 MODIFIED ATTRIBUTE VALUE 01 1411 2 0 79 PICTURE 143 PDM ATTRIBUTE VALUE MODIFIED FROM INNOVATOR 80 PICTURE 144 DRAWING ATTR
65. AD document a PDM relation of the type CAD Structure Drawing will be created in the PDM system after the CATDrawing PDM document has been created see Picture 124 PDM message about created drawing link PDM Messages Created relation Structure Drawing between Engine Drwl and Engine Picture 124 PDM message about created drawing link You can expand to this document by selecting the CATDrawing object Then click the right mouse button and select Expand Is derived from Model see Picture 125 Expanding newly created drawing link Alt Enter Open Sub Tree Copy G Paste Paste speciali Delete Engine Drw1 A 1 Engine drawing 1 Preliminary Mechanical Drawing object Is derived from Model Open in new Window Picture 125 Expanding newly created drawing link 70 PDM Workbench Release 3 9 User Manual The document will be displayed in the window see Picture 126 Displaying newly created drawing link Engine Drw1 1 Engine drawing 1 Preliminary Mechanical Drawing Logged in as Usrl Picture 126 Displaying newly created drawing link If the user creates a drawing with links to more than one 3D geometry file then both linked documents will be displayed in the window see Picture 127 NewDrw PWBBOM A 1 Preliminary Mechanical Drawing Logged in as admin 2 a Picture 127 Displaying all created drawing links Drawing links are
66. CATIA Nodes Sometimes it is important to find a CATIA node when you are working on the corresponding object in the product structure e g in order to lock the PDM object Or you have selected an object in the geometry and want to see the corresponding object in the PDM product structure For this you can select an object in the PDM product structure and click on the right mouse button The context menu opens and you have to choose Workbench Highlight CATIA Nodes see Picture 101 Action Highlight CATIA Nodes Engine CA TProduct Eran 1 N Fix edParts FixedParts 1 Center graph it I n L erBlock 1 1 Reframe On Hide Show Properties Alt Enter Open Sub Tree UA Cut Ctri X Copy Ctrl C Fal Paste Ctrl Paste Special Delete Del CrankBolt 4 1 CrankBolt Preliminary object T Expand Applications Ln Expand Multiple Levels De Expand Open new Window Unlock amm Load Load with Links Atta 74 Add Temp Highlight CATIA Nodes 58 PDM Workbench Release 3 9 User Manual Picture 101 Action Highlight CATIA Nodes The CATIA V5 geometry window will be displayed in the foreground and the objects that correspond to the selection in the PDM product structure will be highlighted marked see Picture 102 Highlighted nodes in CATIA geometry If there is no CATIA
67. EDITING A DESIGN TABLE 0 rete titre 87 PICTURE 160 ADDING A LINE TO THE DESIGN TABLE EXCEL SHEET 87 PICTURE 161 THE DESIGN TABLE IS UPDATED IN THE CATIA SESSION 87 PICTURE 162 REFRESHED PDM STRUCTURE WINDOW CONTAINING THE DESIGN TABLE 88 PICTURE 163 CATPART GEOMETRY IN THE CONTEXT OF A CAT PRODUCT STRUCTURE 88 PICTURE 164 CATPART DOCUMENT IN CAD STRUCTURE 89 PICTURE 165 SHOW NEIGHBORHOOD CONTEXT 0 89 PICTURE 166 QUERY DIALOG FOR CONTEXT ASSEMBLY NODE 89 PICTURE 167 REDUCED STRUCTURE CONTAINING ONLY NEIGHBOR 9 90 PICTURE 168 REDUCED STRUCTURE LOADED TO CATIA Qu c cccecceccecceceececcesceceecuscesaeeneeneaees 90 PICTURE 169 THE SELECTED STRUCTURE DOES NOT CONTAIN THE SELECTED CATPART 90 PICTURE 170 CREATE NEW PARTS AT UPDATE CHECK 0 0 2 91 PICTURE 171 CAD STRUCTURE WITH RELATED PART 5 0 000000 91 PDM Workbench Release 3 9 User Manual PICTURE 172 SYNCHRONIZE TO BOM CONTEXT 91 PICTURE 173 CREATED OR UPDATED PART
68. IBUTE VALUE CHANGED TO ATTRIBUTE VALUE 80 PICTURE 145 CREATE NEW VERSION PDM CONTEXT MENU 21 e eerie 80 PICTURE 146 EMBEDDED CATIA COMPONENT NODES 81 PICTURE 147 EXAMPLE DOCUMENT CONTAINING ELECTRICAL COMPONENTS 82 PICTURE 148 WARNING ABOUT UNSUPPORTED CATIA COMPONENT NODE 82 PICTURE 149 CATDRAWING DOCUMENTS RELATED PART 83 PICTURE 150 QUERY RESULT DIALOG WITH DRAWING DOWNLOAD CHECK 83 PICTURE 151 CATDRAWINGS OPENED IN CATIA 6 5 2 40000000 83 PICTURE 152 RELATE ACTIVE FILE TO PART CONTEXT MENU 84 PICTURE 153 OVERWRITE PROMPT FOR RELATE ACTIVE FILE TO PART CONTEXT MENU ACTION eer eee 84 PICTURE 154 INFORMATION PROMPT FOR RELATE ACTIVE FILE TO PART CONTEXT MENU ACTION d cic As il I E UE LM ME eT EE 85 PICTURE 155 DELETE RELATION CONTEXT MENU 85 PICTURE 156 CATPABT WITH DESIGN TABLE 22 11 rhe Dele tee 86 PICTURE 157 UPDATE DIALOG CONTAINING A DESIGN TABLE cene eene 86 PICTURE 158 DESIGN TABLE DOCUMENT RELATED TO CAD DOCUMENT 86 PICTURE 159
69. ION DELETE NEWEST 2 0 2 2 2 2 21 41 4 41 32 PICTURE 52 CONFIRM DELETE NEWEST 0 32 PICTURE 53 DELETE NEWEST VERSION RESULT 33 PICTURE 54 RE EXPAND OF THE DOCUMENT 2 1 ret re rre 33 PICTURE 55 ACTION OPEN 2 0 00 0 0 1 4 1 rers rnit narrans 34 PICTURE 56 OPEN FILE PROGRESS BAR 0 0 10 1 34 PDM Workbench Release 3 9 User Manual Vii PICTURE 57 SPLIT WINDOW AFTER OPEN FILE PDM WORKBENCH NODE AND CATIA DRAWING PTT 35 PICTURE 58 PICTURE 59 PICTURE 60 PICTURE 61 PICTURE 62 PICTURE 63 PICTURE 64 PICTURE 65 PICTURE 66 PICTURE 67 PICTURE 68 PICTURE 69 PICTURE 70 PICTURE 71 PICTURE 72 PICTURE 73 PICTURE 74 PICTURE 75 PICTURE 76 PICTURE 77 PICTURE 78 PICTURE 79 PICTURE 80 PICTURE 81 PICTURE 82 PICTURE 83 PICTURE 84 PICTURE 85 PICTURE 86 ACTION OPEN BIE 36 SEs ERR RM 36 ACTION OPEN FILE 6
70. M Workbench Release 3 9 User Manual Engine A 1 Engine Preliminary Logged in as admin Picture 33 Unlocked object The blank background color of the unlocked object indicates that the object in the PDM system cannot be changed by the user Unlock of the object in the Query dialog It is also possible to unlock the object from the query result list of the Query dialog In the example in Picture 34 Action Unlock in the query result list you select the object and click on Unlock in the context menu This action is only active in the context menu when itis possible for the selected object Otherwise it will be deactivated in the context menu A multi select of objects is also supported PDM Query Logged in as admin 20x PDM object type Number Major Rev Generation Part z 2 Case 1 Case CaseModel 1 CaseModel PDM object attributes ConnectionRod 4 1 ConnectionRod Part Number pt ConnectionRodModel 1 ConnectionRodModel Major Rev CrankBolt A 1 CrankBolt Generation pt CrankBoltModel 4 1 CrankBoltModel Hare Crankshaft 1 Crankshaft CrankShaftLeft 1 CrankShaftLeft state x re CrankShaftLeftModel 1 CrankShaftLeftModel Unit CrankshaftRight 1 CrankShaftRight Make Buy p CrankShaftRightModel 4 1 CrankShaftRightModel Description 3 CylinderBlock Open in new PDM Window CylinderBlock Lock Created on A
71. M Workbench Release 3 9 User Manual 61 Current selection NewProducti 1 NewProducti Nomenclature Preliminary Properties Update Item gt Part Number NewProducti Major Rev 4 Generation 1 Mame NewPraducki Nomenclature ate Preliminary Unit Buy Make Description WewProducti Description More ok Apply Close Picture 107 Standard attributes in the Properties dialog of the node Part NewProduct1 Windows Internet Explorer File Edit Views Search Actions Reports Tools Help B IE E 5 OQ Part Part Number Revision State Assigned Creator Tt Designated User Created By Innovator Admin Effective Date Created On 9 23 2015 Modified By Innovator Admin Modified On 9 23 2015 Select an image Locked By Innovator Admin NewProduct1 Descritpion Major Rev A Release Date Effective Date Generation 1 State Preliminary BOM BOM Structure Alternates AML Documents Documents Goals Changes Part Submiss gt 7 Actions m c B R Sequence Part Number Revision Name Type Quantity g Ready Items 1 2 of 2 Page 1 of 1 Aras Inn Picture 108 Standard attributes in Aras Innovator window User defined CATIA properties can also be mapped see Picture 109 Configuration of user defined attributes in Aras Innovator 62 PDM Workbench Release 3 9 User Manual
72. N 103 PICTURE 203 EXPANDING AND LOADING THE COMPLETE 103 PICTURE 204 SETTING DIFFERENT PRODUCT VARIANT EXPAND FILTERS 104 PICTURE 205 LOADED THE BLUE VARIANT ONE BOM 104 PICTURE 206 LOADED THE GREEN VARIANT ONE PART BOM WITH ALL INSTANCES 104 PICTURE 207 LOADED THE YELLOW VARIANT ONE BOM 7 104 PICTURE 208 DEFINING A CAT PRODUCT STRUCTURE AS AN ARCHIVE 105 PICTURE 209 THE RESULTING ARCHIVE CAD DOCUMENT IN 105 PICTURE 210 USING STANDARD PARTS AS A REGULAR USER 106 PICTURE 211 USING STANDARD PARTS CATIA STRUCTURES ennemi 106 PICTURE 212 UPDATE DIALOG WITH STANDARD 5 0 0 0 0 1 106 PICTURE 213 EXISTING STANDARD PARTS BEING USED IN NEW STRUCTURE 107 PICTURE 214 CATIA CATALOG CONTAINING STANDARD PART CATPARTS 107 PICTURE 215 STANDARD PART CATPARTS CREATED FROM A 108 PICTURE 2 T6 INSERTED STANDARD PARTS 22d ee cides ee 108 PICTURE 217 UPDATE DIALOG WITH STANDARD 5 0 2 024 4 44 108
73. S VALID 69 PICTURE 117 CAD DOCUMENT PROPERTIES IN ARAS 69 PICTURE 118 CREATING A CAT DRAWING DOCUMENT WITH A LINK TO 3D GEOMETRY 70 PICTURE 119 MESSAGE ABOUT CREATED DRAWING LINK eene nnne 70 PICTURE 120 EXPANDING NEWLY CREATED DRAWING 44 1 4 444 nenne 70 PICTURE 121 DISPLAYING NEWLY CREATED DRAWING LINK eene nennen renis 71 PICTURE 122 DISPLAYING ALL CREATED DRAWING LINKS ceci 71 PICTURE 123 INFORMATION WHEN REFERENCE LINKS ARE 71 PICTURE 124 INFORMATION WHEN REFERENCE LINKS ARE DELETED 71 PICTURE 125 EXPANDING GEOMETRY 5 2 6 6 72 PICTURE 126 GEOMETRY LINK EXPANSION eem remet renis 72 PICTURE 127 TEMPLATE FILE FUNCTIONALITY CREATING A CATPART 73 PICTURE 128 TEMPLATE FILE FUNCTIONALITY SELECTING A TEMPLATE FILE 73 PICTURE 129 TEMPLATE FILE FUNCTIONALITY CREATING AN ASSEMBLY 73 PICTURE 130 INSERT NODE CONTEXT MENU eene meme
74. Screw 3 100001000010 35 99999999999984 24 81898608803745 50 440 Ready Items 1 4 of 4 Page 1 of 1 Aras Innovator Picture 188 CAD Instance information ee Standard Part Functionality In part structure mode it is possible to define part items and their corresponding CAD document items as standard parts Standard parts are supposed to be parts which are used in a wide variety of different contexts and which are generally not modified by the designer only used in the product structures that the designer works on The user can query for a standard part explicitly Please note that regular users can not lock and modify standard parts they can only use them in their structures StdPartl A 1 Standard part 1 Preliminary Logged in as pwbuserl ES tdPartl A 1 Standard part 1 Preliminary F Attaches Part CAD StdPart1 A 1 Preliminary Mechanical Part PDM object type Part Number Major Rev Generation Name StdPart standard pat PDM object attributes Part Number Major Rev Generation Picture 189 Querying for a standard part Standard parts can be used like regular parts The exceptions are that regular users can not create or update standard parts and it is possible to import CATProduct structures which contain standard parts which are already defined in PDM In that case the existing standard part items are used for that structure SS Check for CAD document CATIA release at PDM update A ne
75. TProduct Create SUCCESS NewCylinderBlock CATProduct Create SUCCESS NewRack Assm CATProduct Create SUCCESS NewSnapRingModel CATPart Create SUCCESS NewPistonPincompModel CATPart Create SUCCESS NewSnapRing CATProduct Create SUCCESS NewPistonPincomp CATProduct Create SUCCESS Created Part BOM relation between NewEngine and NewCrankshaft_Assm Uploaded NewEngine CATProduct 0 Action succeeded Update Close Picture 83 Information window when Update with Create is finished If there are no objects to be created then it will only be asked if you want to update see Picture 84 Confirm the Update action 48 PDM Workbench Release 3 9 User Manual 2515 PDM Displa PLM State Operation Rest 4 NewCylinderBlockMaodel CATPark NewCylinderBlockModel Part Model admin Preliminary Update NewRackModel CATPart NewRackModel Part Model Prelimin admin Preliminary Update NewScrewhModel CATPart NewScrewModel Part Model Prelimi admin Preliminary Update NewRack CATProduct NewRack Assembly Model Prelimin admin Preliminary Update NewScrew CATProduct NewScrew Assembly Model Prelimi admin Preliminary Update NewcCylinderBlock CATProduct NewCylinderBlock Assembly Model admin Preliminary Update NewRack Assm CATProduct NewRack_Assm Assembly Model P admin Preliminary Update NewSnapRingModel CATPart NewSnapRingModel Part Model Pr admin Preliminary U
76. The icons in this toolbar are only repainted e g switch from Lock to Unlock when you newly activate the CATIA V5 window A multi select of objects is also supported ee Lock Unlock It is possible lock or unlock all the items in a structure Unlock Ca Lock Unlock all F Lockall Picture 36 Unlock all Lock all context menu items PDM Workbench Release 3 9 User Manual 23 Promote The PDM objects can be promoted You select the object in the PDM Workbench window and click the right mouse button In the context menu you select the Promote context action see Picture 37 Action Promote The part and the document have to be unlocked in order to be promoted Engine 4 1 Engine Preliminary Logged in as admin Center graph Reframe On Hide Show T Properties Alt Enter Open Sub Tree Gut Copy 11 Paste Paste Special Delete Del Engine 4 1 Engine Preliminary object Expand Expand Multiple Levels del De Expand Fa Open in new POM Window Fio Revise Picture 37 Action Promote You will be asked if you really want to promote the objects Please confirm with Yes see Picture 38 Confirm the Promote action 24 PDM Workbench Release 3 9 User Manual Engine 4 1 Engine Preliminary Logged in as admin Promote Objects o Are vou sure you want to
77. UTES IN ARAS 61 STANDARD ATTRIBUTES IN THE PROPERTIES DIALOG OF THE PDM NODE 62 STANDARD ATTRIBUTES IN ARAS INNOVATOR WINDOW 1 4444 4 62 CONFIGURATION OF USER DEFINED ATTRIBUTES IN ARAS INNOVATOR 63 USER DEFINED ATTRIBUTES IN THE PROPERTIES DIALOG OF THE PDM NODE 63 USER DEFINED ATTRIBUTES IN ARAS INNOVATOR WINDOW 64 USER DEFINED ATTRIBUTES IN THE PROPERTIES DIALOG 64 USER DEFINED ATTRIBUTES WITH INTERNAL CATIA INFORMATION IN THE TBEGBERIIES UIDINI teat un hii AERE 65 CONFIGURATION OF USER DEFINED ATTRIBUTES IN ARAS INNOVATOR 66 SELECT A PDM TYPE FOR THE GREATE DIAEOG n E Ree o iei be dus 66 CREATE DIALOG FOR CATPART SELECT 67 PICTURE 111 viii PDM Workbench Release 3 9 User Manual PICTURE 112 CREATE DIALOG FOR CATPART IN BOM PART 67 PICTURE 113 CREATE DIALOG FOR CATPART IN DOCUMENT 67 PICTURE 114 CREATED 000000 0 68 PICTURE 115 SAVE 2 rerit reris 68 PICTURE 116 CHECK IF CATIA STRUCTURE I
78. User Manual 47 101 PDM Display Locked By Resk sd NewCylinderBlockModel CATPart Create NewRackModel CATPart Create NewScrewModel CATPart Create NewRack CATProduct Create NewScrew CATProduct Create NewCylinderBlock CATProduct Create NewRack Assm CATProduct Create NewSnapRingModel CATPart Create NewPistonPincompModel CATPart Create NewSnapRing CATProduct Create NewPistonPincomp CATProduct Create Update Close Picture 81 Confirm the Update with Create action The progress of the Update will be shown with the progress bars see Picture 82 Progress bars for Update action 4 oo NewCvylinderBlack nal Status 4 completed Estimated time remaining Smin 425 x 5 Updating changes to system Uploading Files ka POM Status 40 completed Estimated time remaining 3jsec Picture 82 Progress bars for Update action When the Update process has finished you are informed about the actions that have been performed The related instances and the created objects are reported in the information window see Picture 83 Information window when Update with Create is finished Update to PDM E 15 xl PDM Displa Locked B PLM State NewCylinderBlockModel CATPart Create SUCCESS MewRackModel CATPart Create SUCCESS NewScrewModel CATPart Create SUCCESS NewRack CATProduct Create SUCCESS NewScrew CA
79. Y DIALOG FOUND OBJECTS 1 1 9 8 PICTURE 11 QUERY DIALOG ACTION OPEN IN NEW WINDOW 8 PICTURE 12 QUERY RESULT IN STRUCTURE 1 1 8 PICTURE 13 ACTION EXPAND SINGLE LEVEL c c cccccscescesccsececcsteccesccacescccsncuscudcesesecestuessecs 9 PICTURE 14 RESULT OF EXPAND SINGLE nenne 9 PICTURE 15 RESULT OF EXPAND SINGLE LEVEL WITHOUT 10 PICTURE 16 ACTION EXPAND MULTIPLE LEVELS ee eee 10 PICTURE 17 RESULT OF EXPAND MULTIPLE 6 40 0 11 PICTURE 18 PDM STRUCTURE BEFORE THE DE EXPAND 2 12 PICTURE T9 ACTION DE EXPAND rruen ian el ett ate 12 PICTURE 20 STRUCTURE AFTER THE 13 PIGTUBE d T AGTIONSPROPERTIES iier ince bor oud NL DT ELLE 14 PICTURE 22 PROPERTIES DIALOG TAB PROPERTIES ccscceececcecceeceeceececceeceeeeeseeeaeenes 15 PICTURE 23 PROPERTIES DIALOG TAB UPDATE 0 00000 0 16 PICTURE 24 ACTION COCK L
80. a later session this file can be opened again PWBXMAP D 4 PWB_XMAP_TEST D PWB_XMAP_TEST2 D Anderungsdatum Typ ki Sessionl PWBDoc 04 05 2015 15 30 PWBDOC Datei 4 jE Computer gt System C a e Lokaler Datentr ger D gt Data 11 20 ptf20 distrib Program Files Program Files x86 ProgramData 11 VirtualBox VMs XMAP PWB PWB TEST PWB TEST2 ng PATE r Dateiname Open as read only All Files Abbrechen Picture 234 Opening a PWBDoc file 2 2 The file can also directly be opened from the most recently file list PDM Workbench Release 3 9 User Manual 113 _ V5 LJ Ctrl O Save save Al Save Management Erin Ctrl P Printer Setup Desk Send To Document Properties HTC PWEDoc Picture 235 Opening a PWBDoc file from the most recently used file list The user has to be logged on to save or to load PWBDoc file After the file is opened the PDM structure window can be used like any other opened PDM structure window Picture 236 PDM structure window opened from PWBDoc file 114 PDM Workbench Release 3 9 User Manual Options Once you are logged in into
81. alog of the PDM node PDM Workbench Release 3 9 User Manual 63 CAD Document NewProduct2 Windows Internet Explorer File Edit Views Search Actions Reports Tools Help i B oe E CAD Document Document Number Revision State Select an image ____ o Www Created By Innovator Admin Type Authoring Tool Version 10020205 semby om Modified By Innovator Admin Modified On 10 23 2015 eer Aini Major Rev A Release Date Assigned Creator Designated User Native File acne at ER Generation 1 D NewProduct2 C 79 art From Template Viewable File f Select and uploa State Preliminary Structure Parents Files Changes CAD DesignTable Actionsy Pick Related MA g X BASE Sequence Document Number Revisi Name Type State Picture 111 User defined attributes in Aras Innovator window After the import or after loading the structure it can be shown that the values are written from the PDM attributes into the CATIA files see Picture 112 User defined attributes in the Properties dialog Current selection MewProduct2 Product Graphic Mechanical Drafting Product Added Properties CAD Name NewProduct CAD Description own description More OK Apply Close Picture 112 User defined attributes in the Properties dialog PDM Workbench Release 3 9 User Manual Because of the map
82. ance name instance description and transformation matrix is applied to the part structure The resulting expand structure can be expanded in the PDM structure window PDM Workbench Release 3 9 User Manual 91 EJ CrankShaft A 1 CrankShaft Nomenclature Preliminary Mechanical Assembly Logged in as admin Picture 178 Created or updated part structure Current and Released Expand Modes for CAD Structure In addition to the default expand mode for the CAD structure As Saved the modes Current and Released are supported Two new CAD structure expand modes are available Current and Released The existing default mode is the AsSaved mode CAD Sub Structure Expand Multiple Levels CAD Sub Structure Current De Expand CAD Sub Structure Released a Open in new PDM Window Uses Values from Design Table Unlock Is attached by Promote Used in Structure Derives Drawing rame Revise Shs m Picture 179 Three CAD Structure expand modes In an example a CATPart in a structure exists in two generations generation 1 and generation 2 E Rack CATProduct ee Tad 1 Case CATPart rew 1 Screw CATPart rew 3 Screw CATPart Nu s ew 2 Screw CATPart zo so 5 rew 4 Screw CATPart La Constraints 1 9 Assembly features Applications Picture 180 Generati
83. anual BOM BOM Structure Alternates AML Documents CAD Documents Characteristic G Actions Pick Related XX 33 amp fr A A 1 Hide Search Criteria Native File NewPart 1 CATPart Mechanical Drawing Preliminary New Part 1 Drw 1 CAT Drawing Type Mechanical Drawing Preliminary New Part 1 Drw2 CAT Drawing Picture 154 CATDrawing documents related to part item When the check box is checked then the related CATDrawings are downloaded and opened in the CATIA session when the part is loaded Part Mumber Generation Mame MewPark1 1 MewPart1 ra Open in new POM window Unlock Lock Promote Fp Revise 5n Relate active File to Part ra Show Neighborhood X Delete newest version Duplicate k Download CATDrawings related to BOM Part Picture 155 Query result dialog with drawing download check box F ront view E lop wiew E L eft euy Picture 156 CATDrawings opened in CATIA session PDM Workbench Release 3 9 User Manual 83 Support for relating a new CATIA file to an existing Part The currently active CATIA document only CATParts or CATDrawings can be related to an existing BOM part item If there is already a corresponding CAD document related to the part the document s file can be overwritten The CATPart or CATDrawing file which is the currently active document in the CATIA session can be related to a part
84. asterisk on the right side of the input field There are several types of attributes presented on corresponding widgets Free text be inserted One value can be selected in a single selector list or combo box for instance or any other widget Multiple values can be selected in a multi selector list or other widget types supporting this feature The value can be marked or unmarked in a check box for instance PDM Workbench Release 3 9 User Manual 15 Current selection Engine 1 Engine Preliminary Assembly Part Number 450500 Major Rev Generation 5 Mame Engnme 7 Umit EA Make Buy Make Cost Description Tvpe Assembly More OK Apply Close Picture 23 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 you will get an error window that describes your fault The object gets updated in the PDM system database according to the Update dialog values When the update is not possible in the PDM system because of a wrong value of an 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 the CATIA V5 window cannot
85. bench Release 3 9 User Manual 27 CATProduct Logged in as admin 185 FixedParts Assm 2 Preliminary Mechanical Assembly version 2 Ta Center graph j DS E Reframe On m 2 Hide Show Properties Alt Enter Open Sub Tree Cut Ctri j Copy ctrl E Ls Paste Ctr Paste Special Delete Del Engine 1 Preliminary Mechanicalf4ssembly version 1 object Expand Expand Multiple Levels 5 l De Expand m Open in new POM Window Sa Unlock ma Lock Promote Revise zm Update structure relations Tes Load 4 Highlight Nodes Kr gt dura Copy element attributes Picture 43 Action Update structure relations Now the new revisions of the used objects are related to this object and the relations to the old revisions are deleted You can see that the revision B of the FixedParts Assm is used by the Engine now see Picture 44 Updated structure relations CATProduct Logged in as admin E 101 x ms 23 A A A oF ee r 1 I PDM Workbench Information PDM Messages Copying relation From FixedParts_Assm to FixedParts_Assm Action succeeded Picture 44 Updated structure relations 28 PDM Workbench Release 3 9 User Manual 2 2 Update parent relation This functionality is only available for the document data model Like Update structure relati
86. cedure can be used to import a CATDrawing without braking the links 52 Workbench Release 3 9 User Manual Open the CATDrawing and use File gt Desk to open the directly referenced CATPart s CATProduct s Desk 100315424 TUBES FINS CATPart i 2171100315424 C01 CORE ASSY 68MA CAS ME Alt Enter Jpen CATDUAVS 100315424 C01 CORE ASSY 68MA CAC CATDrawing Unload Terraa Sheet ea Launch Document Reconciliation aa Parameters Front view Picture 92 Opening referenced 3D geometry files Update the opened structure like described in Import Product Structure Do not close the renamed Product structure after update After save reconnect the structure in Aras the CATDrawing activates the Update current Sheet button that indicats that the CATDrawing need an update 100315424 C01 CORE ASSY 68MA fae 100315424 C01 cof Blm Parameters is sheet 1 Front view Left view Picture 93 Updating the current sheet Use the Update current Sheet command to make sure the drawing is clean Use the PWB Update function to save the Drawing in Aras To save a CAT Drawing in PDM do not select Import with Reconnect Show Structure When you have opened the geometry in CATIA V5 you have the possibility to show the corresponding PDM product structure window
87. cture 132 Template file functionality Creating a CATPart If templates are configured then the user gets to choose a template file name see Picture 133 Template file functionality Selecting a template file Picture 133 Template file functionality Selecting a template file If no template file is chosen a new CATIA file will be created 2 When a part structure is loaded where one or more parts do not have a related CATIA file This use case is applicable when using BOM part structures UseBomPartStructure is set to true Example Create an Assembly see Picture 134 Template file functionality Creating an assembly Compcnent Std Part CATPart CATProduct CATDrawing OK Cancel Picture 134 Template file functionality Creating an assembly PDM Workbench Release 3 9 User Manual 73 Fill all the necessary Assembly information on the Create dialog and click OK The created Assembly is opened in a new PDM window Right click on the Assembly node and chose Load from the context menu In this case the corresponding CATIA structure nodes are created on the fly using the first template file in the list which is defined as the default template Insert from PDM The CATIA file which corresponds to an existing Innovator item can be inserted directly into the CATIA structure The user right clicks on an existing CATProduct node in a CATIA structure window and selects Inse
88. d Uses Geometry from see Picture 130 Expanding geometry links PDM Workbench Release 3 9 User Manual 71 Center graph Reframe On Hide Show Properties Alt Enter Open Sub Tree H Cut Ctrl eX Copy Ctrl C Paste Ctrl V Paste special Delete LinkTargetPartl 1 Preliminary Mechanical Part object Expand Uses Geometry from Expand Multiple Levels De Expand ra Open in new POM Window ri Unlock Pis Lack Is attached by Used in Structure Derives Drawing Geometry is used in Picture 130 Expanding geometry links The document will be displayed in the window see Picture 131 Geometry link expansion result Picture 131 Geometry link expansion result Management of CATIA templates in Innovator The existing template file functionality where template CATIA files are stored on a local directory which is accessible from CATIA V5 is extended such that the file templates can be stored in PDM The template file functionality can be used in two ways 1 When new CATIA document objects are created from the Create command in the PDM Workbench toolbar Example Create CATPart see Picture 132 Template file functionality Creating a CATPart 72 PDM Workbench Release 3 9 User Manual Select a PDM type for performing a Create EN r Object Types Assembly Component CATDrawing Cancel Pi
89. d which refer to these color options The names are BlueConfig GreenConfig and YellowConfig 100 PDM Workbench Release 3 9 User Manual b k Contents 4 Properties 4 Administration BOMConfiguration Change Management Cloud Services Created By b w Created On Config Management ipt Modified By 5c BOMConfigurations Modified On Locked By 25 sem Major Rev ConfigurationExpressions Generation State 50 Lots 26 Milestones 26 Options 26 ProductVariants Dashboards Design Parts 3 Products Documents a6 CAD DesignTable A gt BOMConfiguration 5583F20D44D544EE89D7D636669B5954 Windows Internet Explorer Simple Search 2 1 Classification Lot Range from Range to Option File Edit Views Search Tools Help F i i Id BOMConfiguration BlueCofig Option Range From Range To Rank From Rank To Date From Date To Milestone From Milestone To Lot Option Blue m Picture 202 Creating BOMConfiguration items The next step is to create configuration expressions BlueConfigExpr GreenConfigExpr YellowConfigExpr Configuration expressions can be combined using the logical operators AND OH and NOT en E gt Contents 4 Properties 4 A Simple Search MJ T Name Operation Administration ConfigurationExpression B Change Manage
90. ding the complete structure Then if a particular product variant is set expanded and loaded then only the configured parts are expanded and loaded PDM Workbench Release 3 9 User Manual 103 BlueVariant 4 GreenVariant YellowVariant Picture 209 Setting different product variant expand filters NewProduct2 CATProduct fol mls NewProduct2 A 1 Preliminary Logged in as admin duct2 wPartl NewPart1 1 wPartl NewPart1 2 wPart2 NewPart2 1 wPart2 NewPart2 2 Picture 210 Loaded the Blue variant one BOM Instance NewProduct2 CATProduct la 52 EJ NewProduct2 A 1 Preliminary Logged in as admin duct2 ewPart1 NewPart1 1 _ JewPart1 NewPart1 2 uration eset NewPart2 NewPart2 1 Set PDM Configu m 5 MB NewPart2 NewPart2 2 f Applications Picture 211 NewProduct2 CATProduct NewProduct2 Part1 NewPart1 1 NewPartl NewPart1 2 NewPart2 NewPart2 1 x NewPart2 NewPart2 2 eomm Expand Filter vellowVariant Applications VelowVarant v 9 Apply Cancel Picture 212 Loaded the Yellow variant one BOM Instance Archives It is possible to compress a complete CATProduct sub structure into one Zip file and to manage this compressed file in PDM This makes it possible to hide a complicated CATProduct structure in one CAD document if it is not necessary to manage the structure info
91. e to put the CATPart in a temporary CATProduct and set the type of the additional PDM part item before updating the single CATPart Reconnect at Update Usage This functionality can be used for an initial import of existing CAD data into Aras It is possible to reconnect CATParts and CATProducts inside a structure loaded from disc to already existing CADDocuments in Aras even if the CATIA files in Aras were renamed rule based during the first import When a CATPart CATProduct is reconnected the external file is not saved to Aras Before using this functionality it may be necessary to clean up the existing CATIA data in that way that the files can be renamed during import using a rule T Systems can provide a tool that checks if all file names part numbers fit to the naming convention of your company 1 Import Product Structure Open a cleaned structure from disc and use PWB Update to save the structure into Aras If some of the files may be already stored in Aras select Import with Reconnect before performing the update PDM Workbench Release 3 9 User Manual 51 Update to PDM Filename CATIA Part Number Locked By PLM State File Status 100315424 100315425 A01 TUBES FINS CAC Modified 100311342 100311342 HEADER 68 Modified 100311345 100311345 08 SIDE PLATE 68 Modified 100315424 100315424 C01 CORE 68MA CAC Modified 100310635 100310635 C08 TANK AL UPPER Modified 100311826 10031
92. ed on and a part structure containing several instances of the same part is expanded then all the instances are shown as separate nodes Engine CATProduct Engine A 1 Preliminary Logged in as admin N Fngine E N FixedParts FixedParts 1 be CylinderBlock CylinderBlock 1 2 N Rack Rack 1 i as p Case Case 1 eee screw Screw 1 ee screw Screw 2 Li screw Screw 3 O FT screw Screw 4 Constraints Assembly features x PistonAssm PistonAssm 1 m N PistonBolt amp ssm PistonBoltAssm 1 RetainingRing RetainingRing 2 J PistonBolt PistonBolt 1 Picture 228 Part structure showing every instance as a separate node 110 PDM Workbench Release 3 9 User Manual 22 22 Saving PDM Session Information It is possible to save the content of a PDM structure window in a PWBDoc file and to re load the content of that window later from that file The window created by opening the PWBDoc file has the same properties as a PDM structure window opened by querying and expanding PDM nodes except that the content may be out of date with the actual server database for a longer time The content of any PDM structure window can be saved to a PWBDoc file Picture 229 Example content of a PDM structure window The content of this window can be saved by selecting File Save As from the menu PDM Workbench Release 3 9 Us
93. elect the corresponding class for the object to be created in this case Assembly for the copied attributes of the Engine The create dialog will be opened It has the button Insert attribute values see Fehler Verweisquelle konnte nicht gefunden werden Create dialog Far type Assembly Park Number i Name Unit Make Buy Lost Description Insert attribute values OK A Apply Cancel Picture 243 Create dialog for Assembly When you click on the button Insert attribute values the attributes of the dialog will be filled see Fehler Verweisquelle konnte nicht gefunden werden Create dialog Far type Assembly Part Number Engine 5959 5 0 Mame Engne 7 Unit Make Buy tt x Cost Description Engine description e Apply Cancel Picture 244 Create dialog for Assembly Inserted attribute values You can change the attribute values and start the create process by clicking on the OK button 120 PDM Workbench Release 3 9 User Manual EE Autoname Support using Innovator Sequence Items It is possible to optionally use Innovator sequence items to rename CATIA structures or single CATIA documents when they are created see Fehler Verweisquelle konnte nicht gefunden werden Engine CATProduct PwbTst100000039Suffl CATProduct wbTst100000039Suff1 T v Ene F N FixedParts FixedParts 1 ae N PwbTst10
94. ench 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 56 Open File progress bar Open File x em Downloading selected File object From POM system Downloading CAD Files i Status Estimated time remaining Picture 56 Open File progress bar The geometry opens in its corresponding CATIA V5 native window see Picture 57 Split window after Open File PDM Workbench node and CATIA drawing In the above window PDM Workbench window you see the selected PDM file object The window on the bottom shows the loaded CATDrawing PDM Workbench Release 3 9 User Manual EAD CES B x Start Eile Insert Tools Window Help a X mao cu E Select an object or command Picture 57 Split window after Open File PDM Workbench node and CATIA drawing l Open File Temporary The action Open File Temporary allows the user to visualize a temporary file of a different version together with the working version In the first step you load the current version of the file In this example you open the version 2 of the ScrewModel You select the object and click on the right mouse button In the context menu you select the action Open File see Picture 58 Action Open File PDM Workbench Release 3 9 User Manual 35 l ScrewModel A
95. er Manual 111 Save As 4 EM c COM y ewe necne rest P Organisieren v Neuer Ordner Bibliotheken Es wurden keine Suchergebnisse gefunden Computer ee System C ias Lokaler Datentrager D d Data J licman20_ptf20_distrib_windows Program Files di Program Files x86 ProgramData temp di VirtualBox VMs J XMAP PWB_XMAP PWB_XMAP_TEST mam vaaan treet Dateiname Dateityp PWBDoc PWBDoc a Ordner ausblenden Save as new document Speichern Abbrechen Picture 230 PWBDoc save dialog p Save As 9 7 lt XMAP PWB_XMAP_TEST PWB XMAP TEST durchsuchen D Organisieren v Neuer Ordner Bibliotheken Es wurden keine Suchergebnisse gefunden JE Computer System C ias Lokaler Datentrager D Data d licman20_ptf20_distrib_windows Program Files Program Files x86 i ProgramData temp 1 VirtualBox VMs XMAP PWB PWB_XMAP_TEST ni mam VARAAN TFCT Dateiname Sessionl PWBDoc Dateityp PWBDoc PWBDoc Ordner ausblenden Save as new document Picture 231 Saving the window content under a specific name After saving the new PWBDoc file can be seen in the Windows Explorer 112 PDM Workbench Release 3 9 User Manual Bibliothek XMAP PWB_XMAP_TEST2 Name Sessionl PWBDoc Picture 232 Newly created PWBDoc file In the same session or in
96. erformed which creates a part with the corresponding CAD document in the PDM system and uploads the file see Picture 119 Created Part PDM Workbench Release 3 9 User Manual 67 NewPart1 Current selection MewPart Product Graphic Mechanical Mass Color Management Product Part Number Revision 1 Definition Nomenclature Source Unknown Description EL x Q Apply Close Picture 119 Created Part Ec Y Using standard parts When CATParts which are defined as corresponding to a standard part are added to a CAT Product structure the update process will not try to create the corresponding part and CAD document objects in PDM Instead the standard part object which has the same part number as the CATPart s CATIA part number will be queried and added to the part structure instead Using this functionality standard part geometry can be added to a structure without having to first load the standard parts into the CATIA session CATIA documents set to reac only if corresponding PDM node is not modifiable Loading a structure sets the corresponding CATIA files to read only see Picture 120 Save Management Piston CATProdu Open Read Only Engine CATProduc APWB XIV ead Only Open Read Only ScrewModel CATPart Read Only Open Read Only Crankshaft Assm CATProduct CHAPWB XMAP Read Only ct
97. f Constraints Applications Create dialog For type CATProduct Name Description ok Apply 3 Cancel Doc Number Engine H Picture 70 PDM Create dialog for duplicate When you close the dialog with OK see Picture 71 Filled PDM Create dialog for duplicate the CATIA document will be renamed to the new part number and created in the PDM system see Picture 72 Duplicated CATProduct object 42 PDM Workbench Release 3 9 User Manual Engine CATProduct SE Sz x N Engine DUPLICATE Create dialog for type Assembly IN ize M EEEE Part Number Enainenew iN Cylinder Assm Cylinde Name EngineNew Unit EA hor 1 m ConnectionRod Conne Make Buy Make EM Crankshaft_Assm Crar pq Description in Constraints Applications Create dialog For type CATProduct Doc Number JEngineNew EngineNew Description ax ok Q9 Apply Cancel EngineNew CATProduct naineNew te A FixedParts_Assm FixedParts_Assm 1 a A Cylinder_Assm Cylinder_Assm 1 a ConnectionRod ConnectionRod 1 to Crankshaft Assm Crankshaft_Assm 1 Constraints Applications Picture 72 Duplicated CATProduct object When a CATDrawing object is related to the CATProduct and the file name and the document name of the CATDrawing Product No 100 Drawing CAT Drawing includes the part number of the CATProduct
98. f the Assembly as prefix Then you start the process with the OK button see Picture 76 Duplicated CATProduct object Product100 Drawing CATDrawing Product 100 A 1 Product100 Preliminary Product100 1 Pro Product100 Drawing D Sheet 1 2 i Eheet 1 Create dialog For type Assembly Part Number Producti00New k Name Producti00New Unit Make Buy 71 Cost Description Create dialog For type CATDrawing BEBE Duplicated Part Doc Number Product100New Drawing 5 Name Praducti Q0New Drawing Description 3 ok Apply E Cancel Picture 76 Duplicated CATProduct object The drawing document will be created in the PDM system and related to the assembly object Analogous you can duplicate a CATPart with its CATDrawing Create Relation between windows You might modify the product structure by adding existing objects from several PDM Workbench windows to the structure in another PDM Workbench window You select the object you want to copy and click the right mouse button to get the context menu Then you select the context action Copy see Picture 77 Action Copy between windows Of course you also can use the short cut CTRL C PDM Workbench Release 3 9 User Manual 45 ucts t Eile Edi View Insert Tools Window Help Engine B 2 Engine Preliminary Logged in as admin Iof x Center graph Reframe On Alt E
99. formation about the latest version of the documents PDM Workbench Release 3 9 User Manual 97 Picture 196 Additional version information m T Non BOM CATParts and CATProducts In the part structure mode it is now possible to define CATParts and CATProducts in the CATIA structure to be defined as not BOM relevant In this case no corresponding part items will be created in PDM Before a CATProduct structure is created in PDM it is possible to change the wanted PDM type from a part type like Assembly or Component to the CATIA file type 5 N FixedP arts FixecP arts 1 m m CylinderBlack 1 CvlinderBlack CATP art m m Rack Rack 1 m PistanAssm PistanAssm 1 Alt Enter Ctrl X Ctrl C Ctrl V Paste Special Delete PistonAssm 1 object PDM Workbench Components Li Insert Node FEE Replace Node l Archive Non BOM Representations Picture 197 Setting a CATProduct to the non BOM type In that case all sub nodes of the CATProduct also become non BOM CATParts also can be changed to the non BOM type 98 PDM Workbench Release 3 9 User Manual Reframe On I Hide Show Engine Properties Alt Enter ae Ute Open Sub Tree Lx CylinderBlock 1 gt Cut Paste Ctrl V Paste Special Engine CATProduct gt e E m E G PistanAssm Pistons H PistanBolt amp ssm P Iw um s Delete Del
100. ftRight CrankShaftRight 1 3 58 crankBolt CrankBolt 1 Lo CrankShaftLeft CrankShaftLeft 1 EB Constraints 8 Constraints EB Constraints L Applications Picture 214 The resulting archive CAD document in PDM ane ae Standard Part functionality for CAD structure mode The standard part functionality has been extended to work with CAD document structures After the standard part CAD document items have been created any regular CAD user can query for them by checking the Standard Part check box in the query dialog Regular users can not lock or otherwise modify standard part CAD documents PDM Workbench Release 3 9 User Manual 105 pho M c ar q n c ar 2 65 fe cha IE i ar S stdPartz A 1 StdPart2 Preliminary Mechanical Part T stdParts A 1 StdPart3 Preliminary Mechanical P art stdPart1 Preliminary Mechanical P arti Hide Show Properties Open Sub Tree 25 out Copy Paste Paste Special Delete StdPart2 A 1 StdPart2 Preliminary Expand Expand Multiple Levels De Expand Fg Open in new Window ms Unlock Picture 215 Using standard parts as a regular user They can use standard parts in the CATIA structures that they work on os le em Start File Edit View Insert Tools Analyze Window Help JewProduct2 a NewPart2 1 NewPart C ATP art S
101. gine Preliminary Logged in as admin gl gt lex Engine CATProduct 4 Applications A8 824 ul ul 2 4 td Engine 4 1 Engine Preliminary preselected Picture 1 PDM Workbench workshop in CATIA V5 PDM Workbench Release 3 9 User Manual CHAPTER 2 Supported Data Models The PDM Workbench supports two different data models BOM Part Structure data model In the BOM Part Structure data model the PDM structure is represented by Parts Assembly or Component The relation Part BOM is used Each Part is described by a CAD Document which includes the CATIA file for a CATProduct CATPart or CATDrawing see Picture 2 Structure in the BOM Part Structure data model Engine 4 1 Engine Preliminary Logged in as admin eter eee enti ccs Picture 2 Structure in the BOM Part Structure data model Document data model In the Document data model the PDM structure is represented by CAD Documents The relation CAD Structure is used Each CAD Document includes the CATIA file for a CATProduct CATPart or CATDrawing see Picture 3 Structure in the Document data model PDM Workbench Release 3 9 User Manual 3 IX 4 1 Engine Preliminary Mechanical Assembly Engine Logged in as admin Ac Picture 3 Structure in the Document data model PDM Workbench Release 3 9 User Manual CHAPTER
102. h context action remain opened but that they are now out of synchronization with the PDM system So we recommend you to close them too PDM Workbench Release 3 9 User Manual CHAPTER 4 Additional optional functionality This chapter describes optional functionalities of the PDM Workbench which are able to add in the CATIA V5 workshop ee Copy element attributes It is possible to copy the attributes from a PDM object in order to use them in a create dialog You can select a PDM object in the PDM window and click on the right mouse button Then you select the action Copy element attributes see Fehler Verweisquelle konnte nicht gefunden werden Engine A 1 Engine Preliminary Logged in as admin Center graph Reframe On Hide Show Properties Open Sub Tree Gut Copy Paste Paste Special Alt Enter Delete Del Engine 4 1 Engine Preliminary object Expand Expand Multiple Levels el De Expand n Open new POM Window ce Unlock Lock Promote Revise B Load Add Temp Ro Highlight CATIA Modes ny Copy element attributes Picture 242 Action Copy element attributes The attributes will be copied to the clipboard PDM Workbench Release 3 9 User Manual 119 In the next step you select the action Create from the toolbar and s
103. hidden Soe 20151026 2 CATPart 20151026 2 Modified Create 1 Part Component PDM Object will be created additionally 20151026 1 CATProduct 20151026 1 Modified Create 1 Part Assembly Object will be created additionally 2 Create new CAD document generation No Picture 87 Update dialog for CATProduct structure When updating a single CATPart the Create Parts at Update button will be shown If a BOM type was selected for the CATPart the button will be deactivated otherwise the Create new Parts at Update button will be active In this case the default part type will be created for the CATPart when setting the button to YES 50 PDM Workbench Release 3 9 User Manual Update to PDM File name CATIA Part Number Display File Status Operation Result 20151026 2 CATPart 20151026 2 Modified Create 1 Part Component PDM Object will be created additional Create new CAD document generation No Create new parts at update S Picture 88 Update dialog for CATPart document Constraints Itis only possible to select BOM type if the parent Product is marked to have an additional BOM Part or if the parent CATProduct was loaded from PDM f you switch the type of a CATProduct from BOM to NON BOM all children will be switched to NON BOM As there is no context menu for a single CATPart you have either to use the default part type for single loaded CAT Parts or you hav
104. ied from Innovator You can see the PDM attributes in the parameters of the CATDrawing see Picture 149 Drawing attribute value changed to PDM attribute value Engine Drw1 CATDrawing Le e pg P Engine Drwi sheeti imi Parameters Engine Drwi Name from PDM 557 Engine Drwt f pg rmm EBENE Drw ttr3 I Bottom view za Right view 1 Engine Drw1 1 Engine Drwl Name from Preliminary Mechanical Drawing Logged in as Picture 149 Drawing attribute value changed to PDM attribute value Create new version A new generation of a CAD document can be created by clicking on the Create new version context menu in the PDM window see Picture 150 Create new version PDM context menu Delete newest version Picture 150 Create new version PDM context menu 80 PDM Workbench Release 3 9 User Manual Configurable CATIA components support It is possible to load and update CATProduct structures which contain embedded CATIA components Depending on the part number prefix the embedded component nodes can either be skipped that is the node is treated as if it does not exist but its child nodes are processed or they can be ignored that is the node and all its child nodes are treated as if they do not exist In the following example the
105. ile some will remain inactive as they depend on further user actions to be done to get them available see Picture 6 The PDM Workbench toolbar after the login PDM Workbench Release 3 9 User Manual 5 D CRASS sj Login deactivated Ux Logout Show PDM Structure Query Refresh PDM Structure Create Update Picture 6 The PDM Workbench toolbar after the login For CATPart and CATDrawing as top level object of the CATIA V5 window you have to use the actions PDM Properties Unlock Lock and Duplicate of the PDM Workbench context commands toolbar see Picture 7 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 PDM Workbench l TEES ae Properties Unlock Lock Duplicate Picture 7 The PDM Workbench context commands toolbar Query You can query for any object stored in the PDM system Once you click the Query icon within the PDM Workbench toolbar the query dialog opens On the left side of the dialog you can define the query criteria On the right side you will see the query results see Picture 8 PDM Query dialog 6 PDM Workbench Release 3 9 User Manual PDM object type Part Number Generation 1 Part E PDM object attributes Part Number Major Rev Generation v State Unit Make Buy
106. inks context menu action ee Newest Version Info Context Menu For performance reasons not all version data is retrieved for CAD documents in a structure which are not current To retrieve additional information which the newest version is and which user has locked the newest version a new context menu action has been added In the following example a sub structure of a CAD document tree is not current By default the information on the PDM tree node is not current Engine A 1 Engine Nomenclature Preliminary Mechanical Assembly Logged in as admin 2 Ie Ir Sub Structure CAD Structure Structure FixedParts A 1 FixedParts Nomenclature Preliminary Mechanical Assembly not current CAD Sub Structure CAD Structure Structure CylinderBlock 1 CylinderBlock Nomenclature Preliminary Mechanical Part not current z CAD Sub Structure CAD Structure Structure Rack 1 Rack Nomenclature Preliminary Mechanical Assembly not current CAD Sub Structure CAD Structure Structure Case A 1 Case Nomenclature Preliminary Mechanical Part not current CAD Sub Structure CAD Structure Structure Screw 1 Screw Nomenclature Preliminary Mechanical Part not current Picture 194 Default information not current Click on the Newest Version Info context menu Newest Version Info Picture 195 Newest Version Info context menu action retrieves additional in
107. iption are mapped to the attributes and description of the Aras Innovator part object see Picture 105 Standard attributes in the Properties dialog and Picture 106 Configuration of standard attributes in Aras Innovator 60 PDM Workbench Release 3 9 User Manual properties Current selection NewProduct1 Product Graphic Mechanical Drafting NewProductl Nomenclature Description MewPraducti Description Define other properties More E ok Apply Close Picture 105 Standard attributes in the Properties dialog PWB Configuration 77F7BC4E822E43E4A3DE6327 1A2AE279 Windows Internet Explorer File Edit Views Search Actions Reports Tools Help O E E PWB Name Configuration cr li Beschreibung 8 Settings Standard Attributes User Attributes Drawing Attributes Actions Create Related E I Cad Name Innovator Name Mapping Direction TtemType CadNomenclature name Cad lt gt Innovator CadReferenceDescription description Cad lt gt Innovator Part Picture 106 Configuration of standard attributes in Aras Innovator After creating the part with Update the defined CATIA attribute values have been written to the PDM part object see Picture 107 Standard attributes in the Properties dialog of the PDM node and Picture 108 Standard attributes in Aras Innovator window PD
108. lock CATPart CylinderBlock 1 Preliminary E No CrankShaft CATProduct CrankShaft 1 Preliminary CrankBolt CATPart CrankBolt 1 B Preliminary Piston CATPart Piston 1 Preliminary fi No PistonAssm CATProduct PistonAssm A 1 c Preliminary PistonBolt CATPart PistonBolt 1 Preliminary Es No PistonBoltAssm CATProduct PistonBoltAssm 1 Preliminary ConnectionRod CAT Part ConnectionRod 1 2x Preliminary RetainingRing CATPart RetainingRing A 1 Preliminary Case CATPart Case 1 Preliminary 8 NewPart3 CATPart a NewPart4 CATPart 8 NewPartl CATPart NewProductl CATProduct i Es NewProduct2 CATProduct NewPart2 CATPart NewProduct3 CATProduct Ee se Picture 192 Local Workspace window PDM Workbench Release 3 9 User Manual n Optional Load of linked CATPart Files In the CAD structure mode it is possible to load a single CATPart file or a CATProduct structure with the CATPart files which are linked with the CAD Structure Reference relation CATIA multi model links Clicking on Load with Links for CATProduct documents or on Open File with Link for CATPart documents downloads and opens the selected files plus the CATPart files which are related by the CAD Structure Reference links in PDM Open File with Link Load with Links Picture 193 Open Load files with l
109. log 116 PDM Workbench Release 3 9 User Manual Li 2x Cancel Picture 240 Preview of the List View dialog PDM Relations You have the possibility to hide or to show the PDM relations in the PDM product structure CATDrawings CAT Drawing files that are related to the root part of a part structure can be automatically downloaded when the part structure is loaded to CATIA Loading PDM Structures When a PDM structure is loaded to CATIA sub structures in the CATProduct tree can be hidden or deactivated if their corresponding PDM structures are not expanded EE PDM Session Configuration No configuration has to be set currently from CATIA for the Aras integration The configuration has to be made directly in the Aras Innovator application For details please refer to the PDM Workbench Installation amp Administration Manual LLL ODDLEEELL L7 Logout Once 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 241 The PDM Workbench toolbar after the login in CATIA V5 PDM Workbench ES BES Se Gee Picture 241 The PDM Workbench toolbar after the login and the session in the PDM system will be closed PDM Workbench Release 3 9 User Manual 117 118 All PDM Workbench windows get closed Please consider that CATIA native windows resulting from a Load or Open File PDM Workbenc
110. ment BlueConfigExpr NOP Cloud Services Created By Created On Config Management Modified By 86 BOMConfigurations Modified On i Locked By o8 Categories Major Rev 80 ConfigurationExpressions Generation State 50 Lots 26 Milestones 26 Options 26 ProductVariants Dashboards Design Parts 3 Products Documents 50 CAD DesignTable CAD Documents Documents My Innovator ConfigurationExpression 3B30F46325C74806BBFD382D9301F1CC File Edit Views Search Tools F ConfigurationExpression sinis Operation Id 3B30F46325 Configuration Expression Actions gm c Name Lot Range from Rant Picture 203 Creating Configuration Expression items Then a sample CATIA product structure is imported creating a part BOM structure in Innovator PDM Workbench Release 3 9 User Manual 101 a NewPraductz ES hy MewPartl NewPartl 1 T MewPartl NewPartl 2 i i x MewfPartz NewPart2 1 hr MewPart2 iMewnPartz 2 Applications Picture 204 Sample CATIA product structure The previously created ConfigurationExpression items can be related to either Part or to BOM Instance relation items Part NewProduct2 Windows Internet Explorer File Edit Views Search Actions Reports Tools Help Part Part Number Revision State Assigned Creator ewro innovator admin B Tf Name Designated User Created By Inno
111. ment is created the user can decide which of the related 3D geometry documents is defined to be the main source geometry document A link of the type CAD Structure Drawing is created from the CATDrawing to that 3D document when the drawing document is created If the source 3D geometry documents of the drawing are loaded from PDM and the PDM Workbench session contains information about the corresponding CAD documents in PDM then the linked 3D geometry document will be selected in the Main 3D File combo box if a single 3D document is linked see Picture 123 Creating a CATDrawing document with a link to SD geometry PDM Workbench Release 3 9 User Manual 69 Drawingl T l rawing1 Sheet c Il Front Iran L L Engine CATProduct xj ngine hi FixedParts FixedParts 1 dS x PistonAssm PistonAssm 1 b 1 Bottom view CrankShaft CrankShaft 1 m Right view Constraints Applications Bottom view Scale 1 1 Create a new CATIA document ea zu Creation of a new object of type CATDrawing Doc Number Main 3D File engine CATProduct v se s i gt 0 9 42 UL X TE elu ML t Picture 123 Creating a CATDrawing document with a link to 3D geometry When the user creates the drawing C
112. minary Logged in as admin Picture 17 Result of expand multiple levels De Expand When you want to reduce the displayed PDM structure then you can de expand parts of the structure In Picture 18 PDM structure before the De Expand you can see the PDM structure before the de expand PDM Workbench Release 3 9 User Manual 11 DELS 4 1 Engine Preliminary Logged in as admin Picture 18 PDM structure before the De Expand First you select the root element of the sub structure which you want to de expand You also might de expand a single object Then you open the context menu by clicking the right mouse button and you select the action De Expand In the example in Picture 19 Action De Expana you select the object FixedParts Assm as root of the sub structure to be de expanded Engine A 1 Engine Preliminary Lagged in as admin Center graph Reframe On x Hide Showy Properties Alt Enter Open Sub Tree Gut Ctrl Copy 44 Faste Paste Special Delete Del FixedParts 4 1 FixedParts Preliminary object d Expand veux D Expand Multiple Levels d A P C USESEAIEBOMNEAIEBOMPR Open new POM orden Uses Part BOM Part BOM D Fh unlock Uses Part BOM Part BOM A D 2 Picture 19 Action De Expand 12 PDM Workbench Release 3 9 User Manual Properties In Picture 20 PDM structure after the De Expand you see that
113. mpare both geometry structures It is possible to duplicate existing CATProduct and CATPart objects You have to open the objects in CATIA V5 and click on the right mouse button in order to open the context menu There you have to select the action Duplicate see Picture 69 Action Duplicate For CATParts you have to use the Duplicate action in the PDM Workbench context commands toolbar Engine caTProduct E xl Engine s 2 Center graph ta Fixe s Assm 1 Reframe On WO OL 4 Cyli E idelshow sm 1 a 64 4 7 Properties Alt Enter 1od 1 Lu N Cra Open Sub Tree ft_Assm 1 Al c y Gut COR f az E Ctrl C Lu 1 Applica Paste Paste Special Delete Engine object PDM Properties Ki Highlight Nodes Components Unlock Representations d m B Lock Selection Mode Picture 69 Action Duplicate The PDM Create dialog will be opened The correct type is already selected The identifying name of the document is filled too You have to fill or change the attributes see Picture 70 PDM Create dialog for duplicate The CATIA object has the temporary suffix DUPLICATE Li ine DUPLICA TE Create dialog for type Assembly N Part Number nine 5 99 Cylinder_Assm Cylinde Name Engine Unit E3 N ConnectionRod CONS make Buy mane fa 2 9 Crankshaft_Assm Crar Cost ATE Description i
114. n Hide Show Properties Alt Enter Open Sub Tree 30 Gut Ctrl C GB Paste Paste Special Delete Del ScrewModel 4 2 ScrewModel Preliminary Mechanical Part Test object b Expand 2 De Expand cl Open in new PDM Window Unlock d Lock A Promote Revise Update parent relation Open File Open File with Link B Open File temporarily S Highlight CATIA Nodes Update Item Ko Delete relation Delete newest version nunliesta Picture 51 Action Delete newest version Then you are asked to confirm the delete of the newest version You have to click the Yes button see Picture 52 Confirm Delete newest version amp crewModel 4 1 ScrewModel Preliminary Logged in as admin Delete POM Relations o Are vou sure you want to delete Attaches Part CAD ScrewModel 2 ScrewModel Preliminary Mechanical Part Test Ma Picture 52 Confirm Delete newest version 32 PDM Workbench Release 3 9 User Manual The newest version will be deleted The document will be removed from the window see Picture 53 Delete newest version result window ScrewModel 1 ScrewModel Preliminary Logged in as admin PDM Workbench Information PDM Messages Deleted object ScrewModel Mechanical Part Action succeeded Picture 53 Delete newest version result window You have to re expand the document in order to
115. nality of the PDM Workbench with their own types of objects Layout of dialogs as well as object and relation types or classes might vary accordingly This manual is intended for end users of the PDM Workbench It assumes that the reader is familiar with the CATIA application and with Aras Innovator Related Documents The following manuals contain information about installation administration usage and customization of the PDM Workbench Manual Title Version PDM Workbench Installation amp Administration Manual 3 9 PDM Workbench User Manual 3 9 a Organization This manual contains the following chapters Chapter 1 provides basic information about the PDM Workbench and describes some features of this application Chapter 2 describes the supported data models Chapter 3 describes the functionality which is implemented in the CATIA V5 workshop Glossary contains the PDM Workbench terminology Trademarks CATIA is a registered trademark of Dassault Systemes Aras is a registered trademark of Aras Corporation Names of other products mentioned in this manual are used for identification purpose only and might be trademarks of their companies PDM Workbench Release 3 9 User Manual iii Table of Contents Rn MEE PIDE EL EE aC oe RR 1 elim 1 INTRODUCING PDM WORKBENCH s 5 en ven MOD Ee
116. nter Ckri X Ctrl V Paste Special Delete Del NewProduct1 1 NewProduct1 Preliminary object Expand Expand Multiple Levels B De Expand a Open in new PDM Window AARNE se uis Highlight CATIA Nodes Relate active File to Part Update Item 2 duplicate a A EJ 3 Bg Fel 1 f fto e 9 8 l ATIA Copies the selection to the clipboard p amp Picture 77 Action Copy between windows Then you select the object where you want to add the copied object to and click the right mouse button to open the context menu You select the context action Paste see Picture 78 Action Paste between windows Of course you also can use the short cut CTRL V scata y5 tart File Edit View Insert Tools Window Help EIE 2 Engine Preliminary Logged in as admin 5 NewProdu t 1 A 1 NewProduct D Preliminary l ogged in as admin E Inf z Center graph 4 Reframe Hide Show EST Properties Alt Enter Open Sub Tree ab cu Ctrl x ER Ctrl C Paste Special Delete Del Engine B 2 Engine Preliminary object Expand Expand Multiple Levels De Expand E Open in new PDM Window JA Promote gt Revise Tes Load TES Load with Links Add Temp CX Uses Part BOM Highlight CATIA Nodes Uses Part BOM Pa Relate active Eie to Part X Uses Part BOM 1 Update Item 2 duplicate Inserts the contents of the clipboard at the selected
117. nual r Information Attention The Following errors occurred ar Y fr Ane 5 Componentl Componenti 1 This structure is not valid The instance name Part1 1 occurs more than once on the part Producti Parti Part1 1 Componenti Componenti 2 Part1 1 Applications e Action Failed Picture 121 Check if CATIA structure is valid Thumbnails In the properties dialog for part and drawing documents a thumbnail will be shown see Picture 122 CAD Document properties in Aras Innovator CAD Document Parti read only Windows Internet Explorer z mi x File Edit Views Search Actions Reports Tools Help c mi x EPE CAD Document Document Number Revision State ScrewModel A Preliminary Created By Innovator Admin Type Authoring Tool Created On 9 24 2015 Part CATIA Modified By Innovator Admin Modified On 10 7 2015 Description Locked By Major Rev A Release Date Assigned Creator Designated User Native File Effective Date lal CATPA Generation 1 ScrewModel CATPart State Preliminary Part From Template Viewable File Structure Parents Files Changes CAD DesignTable Actions B wa I IX Hide Search Criteria li Sequence Document Number Revisi Name Type State Na 0 Items found Aras Innovator Picture 122 CAD Document properties in Aras Innovator Basic Drawing Link Support When a CATDrawing CAD docu
118. on Autoname Rule PwbTestSequencel P wbTestSequence2 CAD Document Picture 248 Autoname rule combo box in PDM session configuration dialog If an autoname rule is selected the update dialog will contain the information which autoname rule is selected see Fehler Verweisquelle konnte nicht gefunden werden Used autoname rule PwbTestSequencel _Update Close Picture 249 Selected autoname rule displayed in update dialog After creating new PDM items which correspond to the new CATIA documents the CATIA files will be renamed The CATIA instance names will not change The corresponding PDM items will also have the names created by the selected sequence item see Fehler Verweisquelle konnte nicht gefunden werden PwbTst100000119Suffl 1 Preliminary Mechanical Assembly Logged in as Usr1 cat role Picture 250 PDM structure named by sequence item Further updates will not affect the names of the CAD documents and PDM items Possibility to call a server method for a PDM item It is possible to call custom server methods with a PDM item and optionally with a dialog as input The user can right click on a PDM item and select one of the custom server methods 122 PDM Workbench Release 3 9 User Manual Part Number Major Rev Generation Name Fg Open in new Window lock FA Bron ote 2 REVISE fe Load 5n Relate active File to Part a Show Meighborhood
119. on 1 of CATPart The structure in PDM uses the generation 1 of the CAD document 92 PDM Workbench Release 3 9 User Manual Rack A 1 Rack Nomenclature Preliminary Mechanical Assembly Logged as admin Picture 181 CAD structure containing generation 1 of CATPart When a CATIA structure is loaded in one expand resolution it is not possible to expand the structure using a different expand mode If the user attempts that he gets a warning The root node about to expand using Current resolution is already expanded using AsSaved resolution Please close all CATIA document windows in the session and try again Picture 182 Warning about different expand resolution When all CATPart and CATProduct windows are closed it is possible to expand the structure using a different expand resolution for instance Current Rack 1 Rack Nomenclature Preliminary Mechanical Assembly Logged in as admin Picture 183 CAD structure expanded as Current The Current structure which contains the latest versions of all CAD documents can be loaded into the CATIA session by Case 1 Case CATPart rew 1 Screw CATPart E rew 3 crew CATPar t ack a y Li gt C Lu P nn Screw 2 Screw CATPart Lu m Ed 1 B E rew d Screw CATPar Constraints eet E S Assembly features Applications Picture 184 CATIA str
120. on in PDM The structure relations will have to be expanded again to show the current status see Picture 47 xi structure relation M CAD Sub Structure CAD Structure Structure FixedParts 1 FixedParts 1 FixedParts P im CAD Sub Structure CAD Structure Structure Pistan amp ssm 1 Piston amp ssm amp 1 Piston amp ssr lt a AD Sub Structure ACAD Structure Structure CanmectionRod D CannectianRad A 1 Picture 47 Updated structure relation Delete Existing PDM objects can be deleted from the PDM Workbench Delete is a set based operation which means multiple objects can be deleted in one action Select objects in the PDM Workbench window and from the contextual menu choose Delete see Picture 48 Action Delete 30 PDM Workbench Release 3 9 User Manual Assembly Component Logged in as admin Center graph Reframe On Hide Show Properties Alt Enter Open Sub Tree Eut Copy Ctrl C Paste TE Paste Special Picture 48 Action Delete A confirmation message box is displayed listing the objects which will be deleted When you confirm this dialog with Yes the objects will be deleted Assembly Component Logged in as admin Delete Objects o Are vou sure vou want to delete MewPart3 1 MewParE3 Preliminary NewPart 1 NewPart2 Preliminary MewPart1 1 NewParti Preliminary MewPraduckz 1 MewPraductz
121. ons this functionality updates the structure relations of a used document to the latest version of that document The difference is that in this case only the selected child node all instances of the document is updated not all the direct child nodes of the parent document The context action is only available for child nodes in a structure not for the root node T Bend D sub Structure ACAD structure structure Pistani amp ssm l PistanAssm zi CAD Sub Structure HEAD Structure Structure ConnectionRod 1 Connect EN CAD Sub mg V i n LE 1 wo pr II T pr Lu Center graph Reframe On Hide Show Properties Open Sub Tree ut P Paste Paste Special Delete CrankShaft 1 CrankShaft Nomenclature Preliminary Mechanical Expand Expand Multiple Levels 4 1 De Expand Open in new Window cu Unlock a Update parent relation Add Temp p Highlight CATIA Nodes Picture 45 Action Update parent relation The relation has been updated see Picture 47 Updated structure relation PDM Workbench Release 3 9 User Manual 29 1 Engine 1 Engine Nomenclature Preliminary Mechanical Assembly Logged as admin I Sore a Information PDM Messages Moved relation from CrankShaft A 1 to CrankShaft A 2 Action succeeded Picture 46 Updated relati
122. orkbench window you see the expanded product structure wherefrom you opened the CATIA V5 native window presenting the geometry on the right In the right window you see the loaded geometry E CATIA 5 Start File Edit View Insert Tools Analyze Window Help a KAZBE S9 3 Engine B 2 Engine Preliminary Logged in as admin Iof x Engine CATProduct gl E im amp 2 Select object or command Picture 64 Split window after Load Workbench and CATIA V5 nodes Add Temp The action Add Temp allows the user to visualize a temporary structure together with the working one In the first step you load the current version of the structure In this example you open the revision B of the Engine You select the object and click on the right mouse button In the context menu you select the action Load see Picture 65 Action Load PDM Workbench Release 3 9 User Manual 39 EIE 2 Z Engine Preliminary Logged i in as admin Center graph Reframe On Hide Show Y Properties Alt Enter Open Sub Tree B cu Copy Chrl c Paste Paste Special Del Delete Engine B 2 Engine Preliminary object Expand Expand Multiple Levels De Expand Open in new POM Window on Unlock ramate 1 Revise EL
123. pdate MewPistonPincompModel CATPart NewPistonPincompModel Part Model admin Preliminary Update NewSnapRing CATProduct NewSnapRing Assembly Model Prel admin Preliminary Update NewPistonPincomp CATProduct NewPistonPincomp Assembly Model admin Preliminary Update Update Close Picture 84 Confirm the Update action When the Update process has finished you are informed about the actions that have been performed see Picture 85 Information window when Update is finished Dixi PDM Displa Locked B PLM State Operation Rest 14 NewCylinderBlockModel CATPart NewCylinderBlockModel Part Model admin Preliminary Update SUCCESS NewRackModel CATPart NewRackModel Part Model Prelimin admin Preliminary Update SUCCESS NewScrewModel CATPart NewScrewModel Part Model Prelimi admin Preliminary Update SUCCESS NewRack CATProduct NewRack Assembly Model Prelimin admin Preliminary Update SUCCESS NewScrew CATProduct NewScrew Assembly Model Prelimi admin Preliminary Update SUCCESS NewCylinderBlock CATProduct NewCylinderBlock Assembly Model admin Preliminary Update SUCCESS NewRack Assm CATProduct NewRack_Assm Assembly Model P admin Preliminary Update SUCCESS NewSnapRingModel CATPart NewSnapRingModel Part Model Pr admin Preliminary Update SUCCESS NewPistonPincompModel CATPart NewPistonPincompModel Part Model admin Preliminary Update SUCCESS NewSnapRing
124. ping direction of the properties it is also possible to change the values in the Catia properties After the update of the structure the values are written from the CATIA files into the PDM attributes ee Internal CATIA information can be written to user defined CATIA properties If they are defined this way then the corresponding current values are written into the user defined CATIA properties see Picture 113 User defined attributes with internal CATIA information in the Properties dialog Current selection NewProduct1 Product Part Number MewProductl 000222000000 Revision Definition Memendature WewProducti Nomendature 020594052500 SOURCE unknown Description Description Product Added Properties Cap Document Name NewProduct1 Environment The Mass asz The Volume 0005 7 The Density Area 00020 Define other properties More e Apply Close Picture 113 User defined attributes with internal CATIA information in the Properties dialog If these values are configured correspondingly like for instance CATIA Environment in the picture below then the values are automatically written to the mapped attributes of the PDM object see Picture 114 Configuration of user defined attributes in Aras Innovator PDM Workbench Release 3 9 User Manual 65 PWE Configuration 77F7BCA4EB2
125. ptions First a category in this example named Color has to be created Contents 4 Properties A P Simple Search 50 b Name mandatory mutually exclus gt Administration Category Change Management Cloud Services Created By Category 2C97F9A45E3B45F1BF1AD8629127338D Windows Internet Explorer Created On v Config Management 9 9 Modified By File Edit Views Search Tools Help 52 BOMConfigurations Modified On m wv T Categories Locked By Major Rev Category Name Mandatory Mutually Exclusive IG ConfigurationExpressions Generation Color 71 1 State 80 Lots 96 Milestones 26 Options 25 ProductVariants Picture 200 Creating a new category Color Then option items which refer to the category Color are created in this case named Blue Green and Yellow B F 59 Contents 4 Properties t Administration Option Change Management k Cloud Services Created By Created On Config Management Modified By File Edit Views Search Tor BOMConfigurations Modified On E Modfedon B E 5 Se Categories ign d Major Rev _ 50 ConfigurationExpressions Generation Option x State Lots Category SE Milestones ac Options ProductVariants Picture 201 Creating the options Blue Green and Yellow Then BOMConfiguration items are create
126. rBlock 1 CylinderBlack C ATP art n ck ck 1 Lt m Case C ATP art N Pacrew Screw 1 TT Scr Ser ey d T Screw Screw 3 Tum CLE Ser E 4 Screw Screw S E Constraints L io Assembly features M PistonAssm Pistan amp ssm 1 Picture 138 Item inserted in existing structure It is possible to query for items which are already contained the CATIA structure as well as for items which do not exist in the structure yet The newly inserted CATIA node is not updated to PDM yet the next Update process will create the corresponding structure relation i Replace from PDM The node selected in the CATIA structure can be replaced by the CATIA file which corresponds to an existing Innovator item Warning This functionality can create broken links in the CATIA structure In order for CATIA links to be preserved the link conditions of the replaced geometry and the replacing geometry has to be compatible 75 PDM Workbench Release 3 9 User Manual If the new CATIA document is not compatible with the link conditions of the product structure the CATIA V5 Replace functionality presents a warning dialog This is the Impacts on Replace dialog as presented by the standard CATIA V5 Replace functionality see Picture 139 The Impacts on Replace standard CATIA dialog r CATIA V5 Engine CATProduct acu Set File Edit
127. relation Picture 222 Update dialog with standard parts 108 PDM Workbench Release 3 9 User Manual Create new file versions at update Picture 223 Update result It is important to make sure that the standard CATPart files in the Innovator vault and in the local directory are exactly the same As with regular CATParts the new standard CATPart node is added to the CAD document structure POM Structure fy Picture 224 Show PDM Structure icon gt 00000119 MO000 CATProduct amp Js b 00000119 MOOO 7 9 C00000120 AA MOOO NewPart2 1 gr StdPartl StdPart1 2 er StdPart2 StdPart2 1 StdPart3 StdPart3 1 L HK AD Sub Structure CAD Structure Structure StdPart3 1 StdPart3 A 1 StdPart3 Preliminary Mechanical Part Picture 225 CAD Document structure containing standard parts Check CAD Links When CATIA documents with 3D links need to be imported this functionality helps the user to determine which documents have to be imported in which order and which documents have to be in the CATIA session so the links are created correctly When a CATPart or a CATDrawing is the active CATIA document the user can click on the Check CAD Links icon to get information about which of the linked CATPart documents already exist in PDM and which still have to be created PDM Workbench Release 3 9 User Manual 109 In addi
128. rmation in PDM Any CATProduct sub structure which has not been created in PDM can be defined as an archive If this is done the subsequent Update process compresses this CAT Product structure into one single ZIP file and manages this ZIP file as a CAD document in PDM instead of the normal CATProduct structure 104 PDM Workbench Release 3 9 User Manual Engine CATProduct Center graph Reframe On F Hide Show Esp Properties Enter Open Sub Tree Screy X Cut Ctrl X Ctrl C Ctrl V Paste Special Delete FixedParts 1 object PDM Properties Components MOM gt P TProduct Non BOM Representations gt TE Insert DM Node E A roduct on BO Ter Replace Node Selection Mode 6d Constraints Picture 213 Defining a CATProduct structure as an archive Engine CATProduct Engine A 1 Preliminary Logged in as admin ec J mm ON FixedParts FixedParts 1 CylinderBlock CylinderBlock 1 9 Rack Rack 1 Case 1 3 PS Screw Screw 1 00 Screw Screw 2 Screw Screw 4 B8 Constraints Lig Assembly features D Screw Screw 3 JN PistonAssm PistonAssm 1 9 PistonBoltAssm PistonBoltAssm 1 m RetainingRing RetainingRing 2 o PistonBolt PistonBolt 1 E RetainingRing RetainingRing 1 47 Constraints f Piston Piston 1 ConnectionRod 1 N CrankShaft CrankShaft 1 CrankSha
129. rt PDM Node see Picture 135 Insert PDM Node context menu PDM Workbench 3 Properties 5 Highlight PDM Nodes Components Unlock Representations fo Insert Node fm Replace Mode Picture 135 Insert PDM Node context menu A restricted query window opens In CAD structure mode CATPart and CATProduct items can be queried in BOM structure mode Part items can be selected see Picture 136 Insert PDM Node query dialog type selection eee Doc Number Major Rev Generation CATPart CATPart CATProduct Doc Nurnber Major Rev Generation Narne m Description Created on P Modified on P Created by P Modified by 0002 04 Locked by P Picture 136 Insert PDM Node query dialog type selection After the query is performed all resulting items are displayed in the result list like in the regular query dialog see Picture 137 Insert PDM Node query result 74 PDM Workbench Release 3 9 User Manual i PDM object type CATPart PDM object attributes Doc Number Serew m MESE Picture 137 Insert PDM Node query result Double clicking on one of the result items in the list causes its corresponding file to be downloaded and inserted into the selected CATProduct node in the CATIA structure la 34 FixedParts FixedP arts 1 Ta m Cylinde
130. s values assigned to text fields 78 PDM Workbench Release 3 9 User Manual The user can modify one of the drawing attributes see Picture 146 Modified drawing attribute value s gine Drw1 Parameters zj DnwAttrl DrwAttra E heet F ront view _ 7 Bottom view htwiew Picture 146 Modified drawing attribute value After a PDM update the new attribute value is written into its corresponding PDM attribute see Picture 147 Modified PDM attribute value Engine Drw1 1 Engine Drwl New Name Preliminary Mechanical Drawing Logged in a Current selection Engine Drw1 1 Engine Drwl New Name Preliminary Mechani Properties Update Item CATDrawing Doc Number Engine Drw1 MajorRev A SS Generation 1 Name Engine Drwi State Preliminary Picture 147 Modified PDM attribute value If on the other hand the user changes one of the mapped PDM attributes the new value will be written into the CATDrawing attribute the next time the CATDrawing is loaded to CATIA see Picture 148 PDM attribute value modified from Innovator PDM Workbench Release 3 9 User Manual 79 Engine Drwil 1 Engine Drwl New Name Preliminary Mechanical Drawing Logged in a J Properties Update Item CATDrawing Picture 148 PDM attribute value modif
131. s can be deleted in the PDM structure window with a single context menu action now even if the PDM relations are not displayed in the structure The Delete relation action deletes the expanded parent relation of the selected PDM structure node in the PDM structure window see Picture 160 Delete relation context menu action Load BL Add Temp D Highlight CATIA Nodes Delete relation Delete newest version Picture 160 Delete relation context menu action EO Support for CATIA Design Tables It is possible to load and update text files or Microsoft Excel files which contain CATIA design table information The user can create a design table for a CATPart or a CAT Product PDM Workbench Release 3 9 User Manual 85 a NewPart1 xy plane yz plane zx plane L Relations E zs DesignTable 1 Configuration EY Sheet 1 PartBody Picture 161 CATPart with design table Updating to PDM will create a Document item for the design table and upload the file Filename CATIA Part Number Display Locked PLMState FileStatus Operation NewPartl CATPart NewPartl i Create 1 Create PDM File Object of type DesignTablel xls DesignTablel Create Picture 162 Update dialog containing a design table After the update the design table is related to the CAD document Picture 163 Design table document related to CAD document The design
132. s structure is loaded to CATIA the user can see the geometry where the bounding boxes overlap with the originally selected CATPart s bounding box SoM FixedParts FixedParts 1 CylinderBlock 1 CylinderBlock CATPart d Rack 1 hi PistonAssm Piston amp ssm 1 PistonBoltAssm 1 PistonBolt amp ssm CATProduct o Piston CATPart Constraints rs bs 1 ConnectionRod CATP art m CrankShaft CrankShaft 1 o CrankShaftRight 1 CrankShaftRight CATPart d b CrankBolt 1 CrankBolt CATPart L b CrankShaftLeft 1 CrankShaftLeft CATPart m Constraints Constraints Applications Picture 173 Reduced structure loaded to CATIA If the selected structure does not contain the selected CATPart the user will receive a warning message No item returned from multi expand Selected CATPart for neighborhood search was not found under the selected context or has no bounding box Warning EE Picture 174 The selected structure does not contain the selected CATPart 90 PDM Workbench Release 3 9 User Manual Automatic Part Creation CAD Structure Mode It is possible to automatically create BOM part items when a new CAD document is created The user can define whether for new CATIA files where new CAD document items will be created in the Update process new BOM part items should also be created r CATIA Part Number PDM Display Locked B
133. sShow H Properties Alt Enter Open Sub Tree Ctrl Copy Ctrl C Paste Ctrl y Paste Special Delete Del Engine 4 1 Engine Preliminary object Expand Uses Part BOM Expand Multiple Levels k Attaches del De Expand Is Used in Part BOM 47 Open new POM Window Picture 13 Action Expand Single Level The related objects for the selected Assembly object Engine are shown in Picture 14 Result of expand single level In the product structure tree you can see the objects and relations The type of the relation is displayed in braces in the line of the relation Engine 1 Engine Preliminary Logged in as admin Picture 14 Result of expand single level PDM Workbench Release 3 9 User Manual 9 When you have switched off the display of the relations in the options see Options PDM Relations then the expand tree looks like displayed in Picture 15 Result of expand single level without relations Engine 1 Engine Preliminary Logged in as admin Picture 15 Result of expand single level without relations The type of the relation the revision and the generation of the relation are displayed in the braces in the line of the relation The attributes can be configured in the PDM Workbench configuration file pa a Expand Multiple Levels You also might expand a relation direction in multiple levels from the selected object Select the object from
134. see the document that is attached to the component see Picture 54 Re Expand of the document ScrewModel 4 1 ScrewModel Preliminary Logged as admin Picture 54 Re Expand of the document Open File This functionality is only available for the document data model You can open a single CATIA V5 Drawing file existing in the PDM data base with the PDM Workbench in the native CATIA V5 window You can also open a single CATIA V5 Part or CATIA V5 Product file existing in the PDM data base in the native CATIA V5 window To open the file in CATIA V5 you select the PDM file object in the PDM Workbench window and click the right mouse button to open the context menu There you select the context action Open File see Picture 55 Action Open File PDM Workbench Release 3 9 User Manual 33 4 1 Preliminary Mechanical Drawing version 1 Logged in as admin Center graph Reframe On S Hide Show Properties Alt Enter Open Sub Tree Gut E Copy Paste Ctrl y Paste Special Delete Del EngineDrawing 4 1 Preliminary Mechanical Drawing version 1 object Expand l De Expand Fa Open in new POM Window Unlock Lock A Promote Revise e E Open File Open File Temporary whe TE Copy element attributes Y Picture 55 Action Open File The PDM Workb
135. t that you want to lock then just press the Yes button Engine 4 1 Engine Preliminary Logged in as admin Are you sure you want ta lack Engine 1 Engine Preliminary Picture 25 Confirm the Lock of the part PDM Workbench Release 3 9 User Manual The selected object and the attached documents will be locked by the user see Picture 26 Object is locked PDM Workbench 12 x Information PDM Messages Locked object Engine Mechanical Assembly Locked object Engine Assembly Action succeeded Picture 26 Object is locked The background color of the locked object changed to green in the PDM Workbench window see Picture 27 Locked object Engine A 1 Engine Preliminary Logged in as admin Picture 27 Locked object The green background color of the locked object indicates that the object in the PDM system can be changed by the user Lock of the object in the Query dialog It is also possible to lock the object from the query result list of the Query dialog In the example in Picture 28 Action Lock in the query result list you select the object and click on Lock in the context menu This action is only active the context menu when it is possible for the selected object Otherwise it will be deactivated in the context menu A multi select of objects is also supported 18 PDM Workbench Release 3 9
136. tdPartl stdPart1 2 stdPartz stdPartz 1 Applications Picture 216 Using standard parts in CATIA structures Adding standard parts to an existing structure at first does not seem different from adding other CATPart nodes File name CATIA Part Number Display Locked By State File Status Operation NewPart2 CATPart NewPart2 Modified Create StdPartl CATPart StdPartl Modified Create StdPart2 CATPart StdPart2 Modified Create NewProduct2 CATProduct NewProduct2 Modified Create 1 Create PDM File Object of typ Picture 217 Update dialog with standard parts but the standard parts are not created by the update process but the existing ones which have been created by the standard part administrator are used 106 PDM Workbench Release 3 9 User Manual C00000119 AA MO000 CATProduct NW 00000119 MOOO 4 C00000120 AA 000 NewPart2 1 ee StdPartl StdPart1 2 as stdPart2 StdPart2 1 Applications Picture 218 Existing standard parts being used in a new structure Standard part CATParts can be inserted to a CATProduct structure manually or by the CATIA catalog functionality For this the standard CATParts have to be added to a CATIA catalog file first The catalog file can reside in any client directory which is accessible to CATIA V5 It can be a network drive QU Bibliotheken Dokumente ffentliche Dokumente Standar Organisieren Freigeben
137. the selected sub structure with the root element FixedParts_Assm is de expanded as it is no longer displayed in the PDM structure But remember that the PDM structure will not be modified by this de expand The sub structure will not be deleted from the PDM structure 4 1 Engine Preliminary Logged in as admin Picture 20 PDM structure after the De Expand The PDM properties of the objects in the PDM Workbench window are transferred from the PDM system when the objects are displayed in the PDM Workbench window for the first 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 menu opens and you select the action Properties see Picture 21 Action Properties PDM Workbench Release 3 9 User Manual 13 14 4 1 Engine Preliminary Logged in as admin Center graph Reframe On Hide Show Properties Alt Enter Open Sub Tree Gut Copy Chri C Paste Chri Paste Special Delete Del Engine 4 1 Engine Preliminary object ET Expand Ea Expand Multiple Levels 4 OM Sa ae 1 o7 Uses Part BOM Pa De Expand Ts Uses Part BOM Open in new POM Window D Part BOM pati 15 Unlock B FA Promote Fip
138. tion to this the functionality also opens a window containing all the CAD document items in PDM which should be opened in the CATIA session before the current CATIA document is imported to PDM CATIA Documents in PDM Doc Number Major Rev Generation Name State Description Created on Modified on gt LinkSourcePartl A 1 Preliminary 2014 10 30T16 23 08 2014 10 30 16 E LinkSourcePart2 A 1 Preliminary 2014 10 30T16 23 17 2014 10 30 16 PDM Workbench Information CATIA Link Check Result Closed D Data CatiaFiles Links LinkTargetPart2 CATPart so linked documents can be removed from the CATIA session Please first load or close and re load the following CATPart documents form PDM LinkSourcePartl CATPart LinkSourcePart2 CATPart Then open D Data CatiaFiles Links LinkTargetPart2 CATPart again Please create then the following CATPart documents in PDM LinkSourcePart3 CATPart LinkSourcePart4 CATPart Make sure D Data CatiaFiles Links LinkTargetPart2 CATPart is opened while you do that and that the CATIA links point to the correct documents Action succeeded Picture 227 Result of Check CAD Links action m Rn Displaying part structure instances as separate nodes The display of the part structure in the PDM structure window can be changed such that every part instance is shown as a separate node When this functionality is switch
139. to use such embedded leaf components a Allow leaf components of any type in the CATIA structure Leaf components are not mapped to PDM documents parts b Configure special types of like ElecWireLight to be allowed in the CATIA structure Components of the configured types are not mapped to PDM documents parts PDM Workbench Release 3 9 User Manual 81 CAA EwrFiltersample CATProduct la Producti Geometrical Bundlel Geometrical Bundle 1 1 a Electrical Bundlel Electrical Bundle 1 1 wire 2Z 5mm blue Wire 1 P PN AMP 3403B rire t9 wire 2 5mm blue 1 Wire3 PN AMP 3403B 1 Wired PN AMP 3403B 2 Wire5 wire 2mm yellow Maires wire Z 5mm black Mire Publications Applications Picture 152 Example document containing electrical components To get the type of a component just use the PWB Update functionality If there is an unsupported component a message box shows the type of the first unsupported component are not supported Picture 153 Warning about unsupported CATIA component node gm Download Drawing Option in Query Dialog In the part structure mode the query result dialog contains a new check box with which the user can define whether CATDrawings related to the part being loaded should also be downloaded In this example two CATDrawing documents are related to the part item in addition to the CATPart document 82 PDM Workbench Release 3 9 User M
140. ts will be presented on the right side of the dialog By clicking on the column name you can sort the query result see Picture 10 PDM Query dialog found objects PDM Workbench Release 3 9 User Manual 7 PDM Query Logged in as admin RIES PDM object type mi Part Number Generation Part 71122 CrankBolt 1 CrankBolt pt CrankBoltModel 4 1 CrankBoltModel PDM object attributes Crankshaft 4 1 Crankshaft Part Number cr CrankShaftLeft 1 CrankShaftLeft Major Rev Y crankShaftLeftModel 4 1 CrankShaftLeftModel Generation z CrankShaftRight 4 1 CrankShaftRight Han CrankShaftRightModel 4 1 CrankShaftRightModel State Unit Make Buy Description Created on Modified on Created by Modified by Locked by 18 Download CATDrawings related to BOM Part Cose Picture 10 Query dialog found objects There you can select the object or the objects to be opened in a new PDM Workbench window Click on the right mouse button and select Open in New PDM Window see Picture 11 PDM Query dialog Action Open in New Window PDM Query Logged in as admin x bad sss ears _ Part Number Name Part CrankBolt 1 CrankBolt yt CrankBoltModel 4 1 CrankBoltModel PDM object attributes Crankshaft Crankshaft Part Number E CrankShaftLeft 8 Open new Window CrankShaftLeft pos d S XE CrankShaftLeftModel 7
141. ucture containing the latest generations of the CATIA documents When the user updates a CATIA structure that was not expanded as saved a confirmation dialog appears If the user continues the update all the CAD structure relations in the loaded structure will be updated to the current generations of the documents PDM Workbench Release 3 9 User Manual 93 GE The structure has been expanded as Current Updating will modify the structure relations accordingly Do you want to continue Yes Update Mo Cancel Picture 185 Confirmation dialog at Update Support for the new CAD structure instance handling introduced in Innovator 9 4 and 10 0 A new relation with the name CAD Instance has been introduced which contains instance information for CAD Structure relations One visible difference in the usage is that the CAD Structure relations become multi quantity relations that is there is only one relation for any number instances on a CATProduct Here is an example with four instances of a child part Rack CATProduct Case Case 1 crew Screw 1 crew Screw 4 ah Constraints la 9 amp ie 2 Aces Assembly features Applications Picture 186 Structure with four instances The four instances are stored in one CAD Structure relation which contains four CAD Instance relations File Edit Views Search Actions Reports Tools Help EAR Of RBBeroce 7 CAD
142. ure E LU 17 PICTURE 25 CONFIRM THE 17 PICTURE 2OsMBIJEC TIS LOCKE Sese rotae ane 18 PICTURE 27 LOCKED OBJEC at code ie eee ra d Oa ER EUER 18 PICTURE 28 ACTION LOCK IN THE QUERY RESULT 18 0 000 19 PICTURE 29 ACTION LOCK IN THE CATIA V5 WINDOW ecce 19 PICTURE SO ACTON UNLOCK rau adn eG 20 PICTURE 31 CONFIRM THE UNLOCK OF THE PART cececcececcececcececeececeeceseececeececueaeeeeaeeeeatees 21 PICTURE 32 OBJECT IS UNEOCKED aca lE ct 21 PICTURE 39 WNEOGKED OBJEG T 55 esae ona Pee e Geo resa tn edo a 22 PICTURE 34 ACTION UNLOCK IN THE QUERY RESULT LIST ener renes 22 PICTURE 35 ACTION UNLOCK IN THE CATIA V5 00 23 PICTURE 36 UNLOCK LOCK ALL CONTEXT MENU ITEMS 000 0 23 PICTURE S77 ACTION PROMOTE 5 3 citi assi Duces ten dettes 24 PICTURE 38 CONFIRM THE PROMOTE 1 1 6 0 25
143. ure 97 Refreshed Structure Force Load CATPart When you have loaded the CATIA node into the structure via the Desk command because the 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 context menu Then choose PDM Workbench Force Load CATPart see Picture 98 Action Force Load CATPart 56 PDM Workbench Release 3 9 User Manual 5 A FixedParts_Assm FixedParts_Assm 1 g Cylinder_Assm Cylinder_Assm 1 A PistonPin_Assm PistonPin_Assm 1 Piston Piston 1 PM pistor IModel 1 NewPistonModeds w 5 9 Constraints Center graph Reframe On a A ConnectionRod ConnectionRod 1 Hide Show Crankshaft_Assm Or CENE SIRE Properties Alt Enter Open Sub Tree cut Ctrl x Applications Ctrl C 35 paste Ctrl Constraints Paste Special Delete PistonModel 1 object PDM Workbench PDM Properties Highlight PDM Nodes Components s Unlock Representations S d Lock Selection Mode lt Force Load CATPart Picture 98 Action Force Load CATPart m 17 Highlight PDM Nodes Sometimes it is important to find a PDM node when you are working on the corresponding object in the geometry e g in order to lock the PDM object Or you have selected an object in the
144. vator Admin Type Unit Make Buy Cost Effective Date Created On 4 25 2014 Assembly EA Modified By Innovator Admin Modified On 4 28 2014 Long Description Select an image Locked By Innovator Admin Major Rev A Release Date Effective Date BOM Structure Alternates AML Documents Documents Goals Changes Submission Warrants Ado par Big 9 gt Sequence Number Revision Quantity State Unit Reference Configuration flag Configuration Expression 128 NewParti A Component 2 Preliminary 256 NewPart2 A Component 2 Preliminary EA C GreenConfigExpr Part BOM 57273D36679046FFAEOBOEODFOAAAECC Windows Internet Explorer File Edit Views Search Actions Tools Help E BI Part BOM Quantity Part Number NewParti m Lt Reference Designator Instances Substitutes Actions 2 x mI f A A a Sequence Reference X 2 Angle Side CATIA Instance Name Transfor CATIA Instance De Configuration Expression 128 NewPart1 1 100001000 YellowConfigExpr 256 NewPart1 2 100001000 BlueConfigExpr Picture 205 Relating configuration expressions to PLM relations In order to be able to set the configuration context ProductVariant items have to be created BlueVariant GreenVariant and YellowVariant 102 PDM Workbench Release 3 9 User Manual Contents
145. w functionality optionally asks the user before overwriting a file which has been created with a lower release of CATIA V5 If the user is about to overwrite a file which has been created with a lower release of CATIA V5 he is asked whether he wants to continue PDM Workbench Release 3 9 User Manual 95 a The following file s have been created in an older release of CATIA A V5R23 i MewbPartl CATPart Do you want to continue overwriting the existing file s Abbrechen Picture 190 Asking the user whether to continue the update process Local Workspace Information It is possible to check the status of the CATIA documents which are downloaded to the local working directory PWB_XMAP A list displays the local files and information about their corresponding CAD documents in PDM if they exist When the user clicks on the Local Workspace icon a window containing a list of CATIA 96 files appears gt PDM Local Wo rks pace Picture 191 Local Workspace icon Modified File Name Part Number Major Rev Generation Name State fi Yes FixedParts CATProduct FixedParts 1 Preliminary E Yes Rack CATProduct Rack 1 een Preliminary Yes Screw CATPart Screw A 1 Preliminary fi Yes Engine CATProduct Engine 1 Preliminary CrankShaftLeft CATPart CrankShaftLeft 1 5 Preliminary CrankShaftRight CAT Part CrankShaftRight 1 S Preliminary CylinderB
146. with the PDM product structure will be opened see Picture 94 PDM Structure for geometry PDM Workbench Release 3 9 User Manual 53 Picture 94 PDM Structure for geometry Please note that with BOM part structures the expanded part structure window in the middle usually does not contain the related CATIA files but the structure displayed by Show PDM Structure does right window Refresh PDM Structure When you have made some actions on the geometry that have an impact on the status of the objects in the PDM product structure that are not displayed automatically then you have to update the status display manually After the load of the geometry the status of the objects of the PDM product structure is in the default state There are the following possible states 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 for example released state White the object does not have the file in the The CATIA Part is owned by the session user and no changes It is marked in green see Picture 95 PDM Structure and geometry in CATIA V5 54 PDM Workbench Release 3 9 User Manual PI E3 DEUCE Start File Edit View Insert Tools Analyze Window Help 6 7778 Be Za s Engine B
147. y PLM State File Status Operation File name CrankShaftRight CATPart CrankShaftRight CrankBolt CATPart CrankBolt CrankShaftLeft CATPart CrankShaftLeft CrankShaft CATProduct CrankShaft Modified Create Modified Create Modified Create Modified Create 1 Create PDM File Object of typ Create new file versions at update No Create new parts at update Update Close Picture 175 Create new parts at Update check box After the update process has completed the part items are created in PDM and the corresponding CAD documents are related to the parts with the Part CAD relation Expanding the Part CAD relation shows the part items in the PDM structure window CrankShaft A 1 CrankShaft Nomenclature Preliminary Mechanical Assembly Logged in as admin Picture 176 CAD structure with related Part items Synchronize CAD structure to It is possible to perform a synchronization of the CAD structure information to the corresponding Part BOM structure if every CAD document in the structure has a corresponding Part item see Automatic Part Creation in CAD Structure Mode The user clicks on the Synchronize to BOM context menu on the CATProduct document Lt Synchronize to BOM Picture 177 Synchronize to BOM context action If all CAD documents in the structure are related to a part and if all the parts are locked by the user then the CAD structure instance information inst
148. y want to revise the object Please confirm with Yes see Picture 41 Confirm the Revise action Engine 4 1 Engine Released Logged in as admin Engine 1 Engine Rel Revise Object Are you sure you want to revise Engine 4 1 Engine Released Picture 41 Confirm the Revise action 26 PDM Workbench Release 3 9 User Manual The selected object will be revised see Picture 42 Object is revised Assembly CATProduct Logged in as admin Slengine B 2 Engine Preliminary Mechanical Assembly Engine Engine A 1 Engine Released not current a PDM Workbench Ba ea Information PDM Messages Revised object Engine Mechanical Assembly Revised object Engine CATProduct File Revised object Engine Assembly Action succeeded Picture 42 Object is revised The new object was added in the window on the top Update structure relations This functionality is only available for the document data model You have the possibility to update an object with a new revision of an already used object In this example the document FixedParts Assm has been revised from A to B The revision A was already used by the document Engine You have to select the CATIA Product Engine and choose Update structure relations see Picture 43 Action Update structure relations PDM Work

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