Teamcenter Basics Thin Client. Updated as of 5/11/2016

Transcription

1 Teamcenter Basics Thin Client Updated as of 5/11/2016

2 Teamcenter Basics Thin Client Part One Table of Contents

3 Table of Contents 1. Introduction 2. Getting Started 3. Item Basics Concepts 4. Searching for Items 5. Other Useful Teamcenter Techniques 6. Navigating Parts 2

4 Teamcenter Basics Thin Client Introduction

5 Visual of the Manufacturing IT Network 4

6 The Advantage of Using Teamcenter Engineering Software In essence, Teamcenter is a program that encourages high quality communication between cross-functional groups. The Teamcenter program reserves space on a server farm known as the Teamcenter vault. As various applications are used, Teamcenter interacts with them and allows a high degree of organization to the data that is produced or utilized. For example, a designer sits down to create a simple product such as a toaster. She knows that the toaster is going to be made up of a top cover, a base, a heating element, and a plug. The designer then starts the Teamcenter program and begins to run CATIA or some other authoring tool through the program, meaning Teamcenter has hooks that go back to the CATIA application and tag the data as it s being created. As the application is being run, the data lives on the user s account on the local memory of the computer that they are using. However as soon as the data is saved, the data is copied onto the server farm that is the Teamcenter vault. As various users of the data need it, Teamcenter controls the access to the data and allows users to continue to produce other data files associated with the original data. One of the most powerful abilities of Teamcenter is that it allows the creation of data items. A data item is a container that allows a user to package many different types of relational data together. For example, the designer in the previous case creates a data item called plug. Once the design of the plug is prototyped and tested, there may be test results generated along with other notes that are pertinent to the design. These various notes and data files are then packaged into the same data item as the original CATIA part file. Another advantage that the data item affords is that when the original data file is created there may be new revisions of it that are required as the design or the manufacturing take place. All of these revisions will be housed inside of the same data item. Not all data lives in the Teamcenter vault. In some cases Teamcenter is used by other applications that access data and operate on it then send it out to some other server. For example, in the case of the Metrix program as shown in the figure above. 5

7 Why CHANGE? Transform from Mostly disconnected to ONE System structure -- Its Just There CURRENT State Disconnected & Different Systems different team members in different locations have different documents in different status in different folders with different formats and applications with different information on different work places to work on the same project. + 6 Future State Common Same System Johnson Controls Confidential each team member in every location should work on the same documents with a precise status managed by one platform to have permissions control the current and released information just in time and wherever needed in every needed application to work on the same project. ERP System

8 What Is PLM? The Program is a container for Part and other document information. Part 1 Part 2 Part 3 7

9 What Is PLM? (cont d.) The Part Revision is a container for information. Inspection Report PPAP Report Test Results 3D CAD Drawing 2D CAD 8

10 What Is PLM? (cont d.) Information Development Factory Production Factory Development Factory (Tech Center) Production Factory Teamcenter 9 On The Road

11 Program Vs PWP Program = Product Group participating in any given contract/sow e.g., Overhead Console, Door Panels, etc. Product Work Package (PWP) = Represents work packages containing and describing Engineering work to be done to develop a product within the overall framework of a Program. Program Master YFAI Approved Construct Product Work Package 10

12 Teamcenter Basics Thin Client Getting Started

13 Log In Thin Client vs Thick (Rich/Local) Client 1. Review the Location, TcEng, and whether you are a CAD user or Teamcenter User. Make the correct selections based on your Login needs. You are either a CAD user or a Teamcenter User. 2. If a CAD User, click on the Launch CAD & Tc button. 3. If a Teamcenter (only) User, click on the Launch Tc Thin Client. Thin Client: Teamcenter user interface that provides a streamlined browserbased view of product information stored in a Teamcenter database. The thin client is configured in the Web tier, which creates and serves its Web pages to the client. Thick (Rich/Local) Client: Java-based user interface to Teamcenter installed on user workstations. The rich client accesses Teamcenter databases using a remote or local server. 12

14 Log In Thin Client 1. Enter your user name. 2. Enter your password. 3. Click the Login button. 13

15 Log In Thin Client (cont d.) After you login, you ll receive this security warning. By clicking this, the applet from Siemens runs. There is no damage to your computer. This needs to be run so that Teamcenter Thin Client can be used. 1. Click the I accept the risk and want to run this application. button. 2. Click on the Run button. 14

16 Get Familiar with the Teamcenter Navigation 1 Menu Bar and Button Bar Provides access to menu and button commands and lists the current user name, group, role, revision rule, and server. 2 Navigation Pane Provides search functionality, link groups, and application buttons. You can expand and collapse the entire pane and pane groups, select what is displayed in primary and secondary areas, and configure the display of applications. 3 Component Pane Displays component hierarchies in a tree view. You can resize this pane to be wider or narrower. 4 Data Pane The data pane displays tabbed information. Depending on the type of object selected and the configuration specified in your installation s XRT style sheet, you may see tabs such as Overview, Details, Related Datasets, Attachments, History, Change History, Where Used, Structure, Impact Analysis, Available Revisions, and Viewer. Groups of objects within a tab, called object sets, can be configured in the XRT style sheet. Each group of information can be configured to display in table, list, or thumbnail. Each group can also be supported by action command buttons such as Cut and Copy. 15

17 Teamcenter Pane Navigation Pane 16 1 Quick Search Quick Search - Allows you to make a simple search for items and datasets by item ID, keyword, item name, or dataset name. Choose the search type from the list, type the search values, and click the Go button to begin. Advanced Search - Allows you to initiate advanced queries with predefined criteria. You can save query criteria that you use frequently. Choose Advanced from the search menu to set up an advanced search. 2 Link Groups Quick Links Home - Returns to your home page from any other page. My Worklist - Displays your worklist from any other page. My Saved Searches - Displays your saved searches. My Links - Creates a list of bookmarks. My View Markup - Creates a list of your markups. History Contains links to pages you have recently visited. Favorites Contains links to pages you have bookmarked using the Actions Add to Favorites menu command. I Want To Contains shortcuts to common actions. 3 Primary Application Buttons Provides access to your most frequently used Teamcenter applications. 4 Secondary Application Bar Provides access to your additional Teamcenter applications.

18 Teamcenter Pane Organization Pane Types of Items: Mailbox Newstuff Programs PWPs Folders Parts (Items/Item Revisions) BVRs (BOM View Revisions) Datasets Consider this similar to the Windows Explorer. 17

19 Teamcenter Pane Data Pane 18 Types of Tabs: Overview Impact Analysis Details Program Overview Other Attributes Related Information Change Management Viewer Secondary Designs Structure Legacy Data Supplier and OEM Data Material Master Related Datasets Available Revisions Referenced by Changes Related CPP Parts Related Controlled Documents PPAP These tabs change based on the item you are Standing On (Targeting/Selecting) in the Organization Pane.

20 Web Client Error Code When navigating around Teamcenter Thin Client, you receive an error that looks similar to this, just click the OK button. It is a system error, but nothing happens when you click the OK button. 19

21 Teamcenter Basics Thin Client Item Basics Concepts

22 Object Types: Icons and What They Mean Program: Work Area for Program Management Product Work Package (PWP): Work Area for Engineering BOM View: BVR or BOM View Revision ERP Design/ERP Design Revision: Anything created in Teamcenter that has the potential to be manufactured and sold. Work Package folder: System Generated folder when the Program was created. End Items B355: Example of a Folder created for a Program or PWP that was created by a user and assigned to project team for creating/revising within the folder. Mailbox: Folder in Organization Pane where Envelopes are stored. Assembly with design: Example of unread Envelope. BMW Program: Example of read Envelope. Newstuff: Folder when creating/revising an object that Teamcenter errors (Example: You may not have access to a Program/PWP.) 21

23 Available Item Statuses Part Icons in Thin Client ONLY You will only see the most current revision that has been approved through a Workflow process (Award BOM, Engineering Approval, Change Order). Expand open the Represented By folder will allow you to see any designs associated with the Part Item Revision if included. Expand open the design to see any application CAD data, along with a BOM if design is an Assembly design. 22

24 Available Item Statuses Part Icons in Thin Client ONLY (cont d.) Expand open the View folder (in the Part Item Revision or Design Item) to view the objects that are contained within that BVR. Example of a Part Revision shows after the EAR has been processed. 1. Checkered Flag on the Part Revision name 2. Engineering Approved designation Example of a Part Revision shows after the CR/CO has been processed. 1. Checkered Flag on the Part Revision name 2. Released designation 23

25 Teamcenter Basics Thin Client Searching for Items

26 Perform a Quick Search 1. Click on the Quick Search in your Navigation Pane. 2. Click on the Item ID down arrow and choose which type of quick search you would like to complete. 3. Enter the information into the second box below. 4. Click on the Green box with arrow (Go). 5. Results show up in the Data Pane. 25

27 Perform an Advanced Search 1. Click on the Advanced Search link in the Navigation Pane. 2. Choose one of the defaulted search choices to filter to specific searching fields. 3. Populate the fields and click on the Find button. 26

28 Advanced Search Search by Partial Number with Wild Card 1. In any of the searches, Quick or Advanced, using the * (asterisk) is the wild card. 2. Click the GO button (green button). 3. Your results display in the Data Pane. 27 The * key is your wild card designation. By knowing partial information, a search can pull multiple items.

29 Teamcenter Basics Thin Client Other Useful Teamcenter Techniques

30 Receive a Teamcenter Envelope 1. Click the + sign to expand the Mailbox. 2. Click the + sign to expand the envelope that shows the link inside. 29

31 Receive a Teamcenter Envelope (cont d.) 3. Stand on the object, click the blue down arrow, and select the Copy text. 4. Stand on Home, click the blue down arrow, and click the Paste link. 5. Item appears under Home at the top of your screen. 30

32 View BOMs 1. Locate the BVR and stand on the item in the Home Organization Pane. 2. Select View/Structure. 3. View the BOM in the Structure Manager. 4. Once finished, click the Home link in the Navigation Pane. 31

33 View Designs When an item has a design associated with the part, the Viewer tab allows you to see the 3D and allows you to rotate that design, along with sectioning and marking-up the drawing assembly. 32

34 View Designs (cont d.) 1. Locate the design assembly in your Home Organization Pane and stand on it. 2. From the Data Pane, click on the Viewer tab. 3. If design assembly is available, click on the + sign to expand to show all design components. 33

35 View Designs (cont d.) 4. Choose which component you wish to view by clicking to add the red check mark, allowing you to view specific components in a layer effect. 5. Use the tools given to section and mark-up the drawing. 34

36 Teamcenter Basics Thin Client Navigating Parts

37 Navigating Parts Program/PWP/Part Types of Items found in your Organization Pane: Program PWP o Part Part Revision Folders Designs Datasets BVRs 36

38 Teamcenter Basics Thin Client Part Two Table of Contents

39 Table of Contents 1. Introduction 2. Customizing Your Home Organization Pane 3. Item Basics Concepts 4. Searching for Items 5. Other Useful Teamcenter Techniques 38

40 Teamcenter Basics Thin Client Customizing Your Home Organization Pane

41 Create a Folder 1. Stand on an object where you would like to create your folder. 2. Click the New/Folder. 3. Give your folder a Name and Description (optional). 4. Click the Finish button. 5. Your folder is created and added to the top of your Home. 40

42 My Worklist 1. Select the Run button when the Java launcher asks you to run the application. 2. See the tasks that you are required to complete. 3. Click on the Home link in the Quick Links area of the Navigation Pane to return to the main Thin Client Window. 41

43 Configure Applications Navigation Pane Options 1. Select the Double-Arrow and click on the Navigation Settings link. 2. Choose what you would like to see for the Primary Applications and Secondary Applications. 3. Click the Save button when you are finished. 42

44 Groups and Roles Change Session Settings 1. Stand on Your Teamcenter Name and click it. 2. Select your Group/Role, Project, and Default Group. 3. Click the OK button. 4. Your session will change based on the Program/PWP. Based on the role you have been given on a specific Program/PWP will determine what tasks you can accomplish within that context. 43

45 Groups and Roles Change Login Settings (aka Default) 1. Choose your Group and Default Role. 2. Click the OK button. This allows you to set your Default Login settings each time you open Teamcenter s Launcher. 44

46 Teamcenter Basics Thin Client Item Basics Concepts

47 Cut, Copy, Paste, and Delete Data Objects You can use cutting, copying, and pasting to move data in your workspace by: Cutting an information object from one application and pasting it into another Teamcenter application. Copying data to the clipboard and pasting it into another Teamcenter application. Copying data to the clipboard and pasting it into an application outside the Teamcenter environment. If you have delete permission for an object, you can also delete data from the Teamcenter database, but you cannot delete an object from the database if that object is referenced in multiple locations. To delete an object from the database, you may need to: Perform a where-referenced search to locate all references to the object. Contact all the owners of the references and ask them to delete their references to the object. When there are no remaining references, you can delete an object for which you have delete permission. Note An object contained in multiple folders can be deleted by a single action if the object is not referenced by other non-folder objects. 46

48 Cut and Paste a Data Object 1. Stand on object to be cut. 2. Click the blue down arrow and click on the Cut link (item leaves the screen for the clipboard). 3. Stand on location to be pasted. 4. Click the blue down arrow and click on the Paste link (item returns in the new area). 5. See the object in the new area. 47

49 Copy and Paste a Data Object 1. Stand on object to be cut. 2. Click the blue down arrow and click on the Cut link (item leaves the screen for the clipboard). 3. Stand on location to be pasted. 4. Click the blue down arrow and click on the Paste link (item returns in the new area). 5. See the object in the new area. 48

50 Delete a Data Object OR 1. Stand on object to be deleted. 2. Click the blue arrow and choose the Delete link (OR Edit/Delete). 3. Click OK to confirm deletion. 4. Object is removed from database. Remember that deleting an item is based on your permissions. 49

51 Create a Controlled Document 1. Stand on the location you wish to create the Controlled Document (Target that location). 2. Click on the New/Item. 3. Select the Type of item and the Next button. 50

52 Create a Controlled Document (cont d.) 4. Give your document a name. 5. Click on the Finish button. 6. Your new Control Document with the first revision A appears. 51

53 Create a Dataset/Supporting Document 1. Stand on the target location and select the New/Dataset. 2. Choose the type of Dataset (Word, Excel, etc.) and click the Next button. 3. Give your Dataset a Name and click the Next button. 52

54 Create a Dataset/Supporting Document (cont d.) 4. Click on the Browse button. 5. Locate your document through Windows Explorer. 6. Click the Open button. 53

55 Create a Dataset/Supporting Document (cont d.) 7. File name of the document shows up in the Upload File field. Click the Finish button. 8. Message from Teamcenter confirms Dataset has been created. 9. Dataset object appears under the Control Document Revision. 54

56 Edit the Dataset/Supporting Document 1. Stand on the item you wish to edit, single click and click the Edit link. 2. Make all necessary changes then click on the X to close out of the program and return to Teamcenter. 55

57 Edit the Dataset/Supporting Document (cont d.) 3. You will receive a warning asking you if you d like to save your changes to Teamcenter. Click the Yes button. 4. You will also receive a confirmation dialog asking if you would like to check the document in. Click the Yes button. 5. The document is ready for someone else to check out and edit! 56

58 Teamcenter Basics Thin Client Searching for Items

59 Perform a Quick Search 1. Click on the Quick Search in your Navigation Pane. 2. Click on the Item ID down arrow and choose which type of quick search you would like to complete. 3. Enter the information into the second box below. 4. Click on the Green box with arrow (Go). 5. Results show up in the Data Pane. 58

60 Perform an Advanced Search 1. Click on the Advanced Search link in the Navigation Pane. 2. Choose one of the defaulted search choices to filter to specific searching fields. 3. Populate the fields and click on the Find button. 59

61 Advanced Search Search by Partial Number with Wild Card 1. In any of the searches, Quick or Advanced, using the * (asterisk) is the wild card. 2. Click the GO button (green button). 3. Your results display in the Data Pane. 60 The * key is your wild card designation. By knowing partial information, a search can pull multiple items.

62 My Saved Searches When creating custom searches, an individual can save searches that they use frequently. After you have set the fields for specified values, before you run the search, you can save that search to be used repeatedly. The Custom Searches section (next) will show you how to customize and save searches. 61

63 Custom Searches 62 Types of Pre-Configured Custom Searches: Change Order Change Request ERP Design Revision Non ERP Design Revision External Design Revision Design Approval Request Deviation Engineering Approval Request Part Revision External Part PWP Revision Problem Report Master Program Master Program Revision WIP Part Revision General

64 Custom Searches Create 1. Choose the Advanced Search and populate the fields you will search more than once. 2. Click the Find button to execute the search. 3. Your results show up in the Data Pane. 63

65 Custom Searches Save 1. Choose the Advanced Search and populate the fields you will search more than once. 2. Click the Save Search button. 3. Give the Search a Name and choose where to save your search. 4. Click the OK button when complete. 5. Your Saved Searches Show up in multiple locations. 64

66 Custom Searches Use 1. Locate the My Saved Searches in the Navigation Pane and choose the advanced/customized search that you saved. 2. Search will execute and show you the results in the Data Pane along with showing you your saved fields in the Organization Pane. 65

67 Data Pane Impact Analysis In the Impact Analysis view in My Teamcenter, you can perform where-used searches and wherereferenced searches. Where-used searches enable you to identify all assemblies that contain a particular item or item revision. Where-referenced searches determine where a part or component is referenced within the Teamcenter database. 66

68 Impact Analysis Where Used 1. Locate the Part Item Revision in the Organization Pane and stand on the revision. 2. Click on the Impact Analysis tab in the Data Pane. 3. Click on the Impact Analysis/Where Used. 4. The results will show what items use this component. 67

69 Impact Analysis Where Referenced 1. Locate the Part Item Revision in the Organization Pane and stand on the revision. 2. Click on the Impact Analysis tab in the Data Pane. 3. Click on the Impact Analysis/Where Referenced. 4. The results will show what items use this component. 68

70 Teamcenter Basics Thin Client Other Useful Teamcenter Techniques

71 View BOMs 1. Locate the BVR and stand on the item in the Home Organization Pane. 2. Select View/Structure. 3. View the BOM in the Structure Manager. 4. Once finished, click the Home link in the Navigation Pane. 70

72 BOM Compare 1. Within a BOM in the Structure Manager, click on the Tools/BOM Compare 2. Click on the Magnifying Glass and locate the first BOM. 3. Click the Find button. 71

73 BOM Compare (cont d.) 4. Choose the correct revision when more than one result appears. Click the OK button. 5. Click on the Magnifying Glass and locate the second BOM. 6. Click the Find button. 72

74 BOM Compare (cont d.) 7. Choose the correct revision when more than one result appears. Click the OK button. 8. Click the OK button. 73

75 BOM Compare (cont d.) 74 Types of Results: Red means different parts Yellow means different quantity OR different revision level Green means same White means no changes

76 Receive a Teamcenter Envelope 1. Click the + sign to expand the Mailbox. 2. Click the + sign to expand the envelope that shows the link inside. 75

77 Receive a Teamcenter Envelope (cont d.) 3. Stand on the object, click the blue down arrow, and select the Copy text. 4. Stand on Home, click the blue down arrow, and click the Paste link. 5. Item appears under Home at the top of your screen. 76

78 View Designs When an item has a design associated with the part, the Viewer tab allows you to see the 3D and allows you to rotate that design, along with sectioning and marking-up the drawing assembly. 77

79 View Designs (cont d.) 1. Locate the design assembly in your Home Organization Pane and stand on it. 2. From the Data Pane, click on the Viewer tab. 3. If design assembly is available, click on the + sign to expand to show all design components. 78

80 View Designs (cont d.) 4. Choose which component you wish to view by clicking to add the red check mark, allowing you to view specific components in a layer effect. 5. Use the tools given to section and mark-up the drawing. 79

81 Teamcenter Basics Thin Client Navigating Parts

82 Navigating Parts Program/PWP/Part Types of Items found in your Organization Pane: Program PWP o Part Part Revision Folders Designs Datasets BVRs 81

83 Navigating Parts - EAR Which data can you store where: Alternatives Not used Proposed Changes Mark-up s (= show the planned BOM changes) Impacted Items Affected parts & assemblies (filled automatically when workflow is started) Reference Items Additional documents & information (e.g. pictures) Solution Items Copy/Paste all items from Proposed Changes folder Implements Not used Implemented by CR associated to EAR 82

84 Navigating Parts - CR Which data can you store where: Proposed Changes Mark-up s (= show the planned BOM changes) Impacted Items Affected parts & assemblies (filled automatically when workflow is started) Problem Items Parts that need to be changed Reference Items Additional documents & information (e.g. pictures) Plan Items Schedule for implementation & deliverables (filled only when schedule process is used) Implements PR or DA/EAR associated to the CR Implemented by CO associated to the CR 83

85 Navigating Parts CO Which data can you store where: Impacted Items Automatically populated when derived from the CR Problem Items Parts that need to be initial released or changed Solution Items Parts that need to be released. Reference Items Additional documents & information (e.g. pictures, customer agreements, test documents related to the change etc.) Implements CRs associated to the CO Plan Items Schedule for implementation & deliverables (filled only when schedule process is used) 84