Active Workspace 3.4 Configuration. David McLaughlin / Oct 2017

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1 Active Workspace 3.4 Configuration David McLaughlin / Oct 2017

2 . Active Workspace Configuration Areas that can and should be configured Tips on how they work, and where to find more information New capabilities in Active Workspace 3.3 and 3.4 Page 2

Active Workspace Reach more users through a better user experience Active Workspace User Experience Principles Simple Clean, efficient, minimal commands Tailor the user experience to drive

3 Active Workspace Reach more users through a better user experience Active Workspace User Experience Principles Simple Clean, efficient, minimal commands Tailor the user experience to drive participation throughout the enterprise Effective Streamline complex tasks, get more done Engaging Bring information to life with visuals and images Active Dashboards and Reports to focus on the critical things Page 3

Active Workspace User Experience It s all about the content My Data is the most important thing on the screen Clean, Uncluttered The minimum number of tools to do the job No

4 Active Workspace User Experience It s all about the content My Data is the most important thing on the screen Clean, Uncluttered The minimum number of tools to do the job No Applications The content brings its capabilities to the user Smart Commands and Tabs Everything works, no empty pages, no dead clicks Simple, approachable I can figure this out Page 4

Active Workspace is Designed to Adapt to any

configuration to adapt to industry and customer

and Filters Page Layouts Table Columns Commands

5 Active Workspace is Designed to Adapt to any Industry and Customer Active Workspace uses configuration to adapt to industry and customer differences Home Page Tiles Object Tiles Search and Filters Page Layouts Table Columns Commands Relation Browser and Architecture Active Workspace respects standard Teamcenter configuration Types and Properties Security Relationships Page 6

6 Tiles

Tiles Home page tiles Tiles are short cuts to commonly used Locations, Data, and Actions Locations: Search, Inbox, Changes Actions: Create Part, Create Doc Data: Parts, Docs, Saved Search Tiles are

7 Tiles Home page tiles Tiles are short cuts to commonly used Locations, Data, and Actions Locations: Search, Inbox, Changes Actions: Create Part, Create Doc Data: Parts, Docs, Saved Search Tiles are really just smart URL s They can go to Active Workspace locations, and external web locations The Home Page should be personal Users can group and arrange them how they want Users can pin new things and remove others OOTB Tiles Admin configured tiles User Pinned tiles Page 8

Tiles Organizing home page tiles Tiles are delivered to the users in Tile Collections: Tile Collections control which tiles a user has: Site + Group + Role + Project + User Just a collection doesn t

8 Tiles Organizing home page tiles Tiles are delivered to the users in Tile Collections: Tile Collections control which tiles a user has: Site + Group + Role + Project + User Just a collection doesn t affect how things are arranged in the UI Tiles are displayed in Tile Groups Tile Groups are sets of tiles on the screen Groups can have tiles from different Collections Users can create their own Groups This is what you see on the page Page 9

Group with Disposition = Rejected Create a Saved Search and Pin it

9 Tiles Saved searches Users and Admins can save Searches for quick reuse All the Parts in Engineering All the Change Orders in My Group with Disposition = Rejected Create a Saved Search and Pin it Copy from your Tile Collection to the Site collection to share Page 12

10 Tiles Create a tile to make your custom object type Create tiles to make a single type or prompt for a choice Page 17

11 Home Page Tiles Saved Search and custom Create Tiles Page 22

Tiles Object tiles Every object can have its own

Simple or detailed your choice Automatically

display more details if needed Preference: <type>.

First and Second line are just the values Second

12 Tiles Object tiles Every object can have its own configuration for how its Tile is displayed. Simple or detailed your choice Automatically displays any thumbnail/preview if available Can display more details if needed Preference: <type>.cellproperties Configurable by type, group and role. First and Second line are just the values Second line uses the Accent color Empty properties are not displayed Page 23 An attachment

13 Search

indexing Items or Forms OOTB Don t make the user search for Items, and then hunt for the right Revision If forms have critical data, compound it to the Revision

14 Search What do we Search for? Focus is on Revisions Give the user the one correct revision of any business object using Rev Rules Use the History tab to find other revisions We are not indexing Items or Forms OOTB Don t make the user search for Items, and then hunt for the right Revision If forms have critical data, compound it to the Revision and index it there. Don t make users navigate to the form. If there are multiple forms, display them in a table Start with the Latest Revision Don t call things Items Use real names like Parts, Tools, Change Orders Tip: You can search for any workspace object you just need to configure it first Page 25

15 Search Techniques Page 28

Filters are displayed dynamically For the current result set, display common filters, in filter order If the

16 Search Filters Search Filters and Order can be configured to fit your data Objects and File types to index Attributes to Index Attributes to use as Filters Priority (Order) of Filters Formula shows Formula Type Filters are displayed dynamically For the current result set, display common filters, in filter order If the results do not include a particular filter, it isn t displayed Problem Reports show Maturity and Disposition Page 31

Replaced Type pre-filter with Category OOTB Define new and update existing categories using business constant in BMIDE or directly update the

17 Search Category Prefilters Use categories of types to simplify searching New for 3.2 Filter by Category Search and filter by a category of object types, e.g. Parts, Documents, and Changes where Parts may include Vendor Parts, Commercial Parts, Parts, Custom Parts, etc. Replaced Type pre-filter with Category OOTB Define new and update existing categories using business constant in BMIDE or directly update the preference it generates AW_FullTextSearch_TypeCategories The same object type can belong to multiple categories Category prefilter replaces Types Page 35

18 Active Workspace 3.4 Deployability search form properties Search and filter on properties of Master Forms and other Forms attached to any item revision Properties from forms show in the filters as Form Name.Property Same syntax used in search strings Use in conjunction with DCP to avoid making schema changes to enable search and filters for properties on related forms Master Forms support OOTB Other Forms including custom forms require adding a reference to the form storage class Page 44

19 Stylesheets

Stylesheets Active Workspace is configured by stylesheets Page and Panel layouts are controlled by Stylesheet Same format as Rich Client XML

20 Stylesheets Active Workspace is configured by stylesheets Page and Panel layouts are controlled by Stylesheet Same format as Rich Client XML Stored in Teamcenter as datasets Assigned to object types by preferences Can be different by Group or Role Can be enhanced with HTML Page 54

are not visible A Requirement shows text A Part shows

21 Stylesheets Info panel Configurable panel to show critical information when the other property pages are not visible A Requirement shows text A Part shows a picture Navigating Relations Working with Tables Page 55

22 Stylesheets Tables Tables are the simplest way to show directly related objects The name of the section describes what s in it The Add command puts more stuff in it Documents Add Choose Type Fill out properties and complete Page 60

23 Stylesheets You can share stylesheets with the rich client but you ll miss out You ll miss all the new features in Active Workspace! Workflow Viewer, Signoffs, Parts Viewer, Relations, Participants If you reuse a page in a client that doesn t support it, it will just show up as blank. It shouldn t cause any errors. Its *IS* Ok to share pages for simpler objects Datasets, Forms, Create Page 67

24 Active Workspace 3.3 Column Width Control Set width as a percentage of the screen <column width="35%">. </column> Better use of space with narrow and wide content Moved Attachments and Viewer to the Overview and eliminated those tabs Width= 35% Width= 65% Page 73

25 Active Workspace 3.3 User productivity improvements universal viewer View the contents of various data types directly from the object's Overview location, without having to drill into objects and data structures Universal Viewer View PDF, JT, Text, HTML Images Markup PDF and Images View related files on summary view or any tab Page 74

26 Active Workspace 3.3 User productivity improvements universal viewer configuration Configure what data types to view on a business object s overview page using preferences Universal Viewer Configuration Preference AWC_defaultViewerConfig.VIEWERCONFIG used to configure in what order and which viewer is used for each dataset type SEARCHORDER.<Business_Object_Type>=<relation>,<relation>, <Dataset_Type>.<Viewer_Name>=<reference_Name> Example for ItemRevision SEARCHORDER.ItemRevision=IMAN_manifestation,SimplifiedRendering, IMAN_specification,IMAN_Motion,IMAN_3D_snapshot,TC_Attaches PDF.Awp0PDFViewer+PDF_Reference Image.Awp0ImageViewer=Image Bitmap.Awp0ImageViewer=Image JPEG.Awp0ImageViewer=JPEG_Reference GIF.Awp0ImageViewer=GIF_Reference DirectModel.Awp0JtViewer=JTPART The first type that matches is used ManufacturerPartRevision PartRevision ItemRevision Page 75

27 Active Workspace 3.4 Universal Viewer with Cross-Selection For larger amounts of files, Crossselection allows easy viewing of the right file Viewer follows selection anywhere on the page Same rules for determining relations and types to view Full-screen command on the viewer Page 76

users by bringing together information from multiple related objects

then come back Defined in Stylesheet nothing in BMIDE Display a different

Columns (Search, Folders) Edit related properties without navigating (most

28 Active Workspace 3.3 Dynamic Compound Properties Simplify presentation of information to users by bringing together information from multiple related objects Display and edit properties from related object No need to open them and then come back Defined in Stylesheet nothing in BMIDE Display a different name for the property Display Properties and Links on Summary, Tables, and Columns (Search, Folders) Edit related properties without navigating (most cases) Vendor Vendor Open to see more details Vendor Part Vendor Properties Location from Vendor Properties from Location Location Page 96

29 Active Workspace 3.3 Dynamic Compound Properties Simplify presentation of information to users by bringing together information from multiple related objects Dynamic Compound Properties Display and edit properties from related object No need to open them and then come back Defined in Stylesheet nothing in BMIDE Display a different name for the property Display Properties and Links on Summary, Tables, and Columns (Search, Folders) Edit related properties without navigating (most cases) Page 97

to just Design Required titlekey if it is not registered in the language files, it

30 Dynamic Compound Properties Examples Item Name and Design Required displayed on the Revision Change the name from Is Design Required? to just Design Required titlekey if it is not registered in the language files, it will display as entered. You can add titlekey to existing properties, but it *must* be registered in language files. Page 98

31 Dynamic Compound Properties Examples Document ID, Rev, and Properties on Files Page 99

32 Dynamic Compound Properties ObjectSet Tables Show Releasing Change on Revision History Page 100 Change orders are displayed as links ObjectSet columns ARE sortable

33 Workflow and Change

34 Active Workspace 3.4 Improved Tasks Overview with embedded actions and viewer Simplified task overview with embedded actions and viewer Easier to discover perform / signoff actions Universal viewer displays targets Auto-opens perform task panel for displays that don t have a summary view (i.e. list and table) For customers with customized stylesheets that want to retain the perform command Set the preference to false: WRKFLW_Hide_Perform_Task_Command_ToolAndInfo Bring the task action into the overview View selected targets in the workflow directly on in in the the overview Page 105

35 Active Workspace 3.4 Task Signoff Configuration The new Task Actions is an embedded HTML panel in the stylesheet. If you have customized your task stylesheets, add this section to your layout to use it. When using the new panel, we hid the original Perform command to avoid confusion with a preference: WRKFLW_Hide_Perform_Task_Command_ToolAndInfo = TRUE If you do not want to use the new panel, remove it from the stylesheet and set this preference to keep the Perform command: WRKFLW_Hide_Perform_Task_Command_ToolAndInfo = FALSE Page 106

36 Active Workspace 3.4 Simplified view of change on the overview tab Simplified view of change with relevant information on the overview tab Change maturity Consolidated change overview includes; change description, details, participants, and originating change(s) Understand change maturity via visual status bar Quickly determine the maturity Understand progress in overall maturity process Consolidated Change summary Easily accessible change summary Understand the full impact of the change through easy to interpret change details Change summary shows adds, removes, and replaces Change overview Page 107

to Impacted Compares Impacted to Solution In

37 Active Workspace 3.4 Creating the Change Summary In Active Workspace Attach Impacted and Solution Items Set Lineage: select Solution item and relate to Impacted Compares Impacted to Solution In Rich Client Create and save Bom Changes using Supercedure Lineage Bom Changes Page 108

38 Document Management

39 Active Workspace 3.4 User productivity documents Simplified document create and file upload Drag and drop files into a folder to create a new document Creates a single document type for all file types dropped Rendering rules applied automatically At AW 3.4, limited to ONE document type for ALL files Preference Dma1CreateDocOnDrop=<type> Future Enable Prompting for Required Properties Enable Prompting for Document Type Mapping File type to Document Type Page 110 Drop a File on a Folder and automatically create a Document

40 Columns

Folders, and Content Displays properties that are common across all types in the set of results Additional properties that

41 Columns Simple and Smart Help the user choose from the right columns Admin configures available columns and order Users adjust from there and save their personal configuration Search, Folders, Inbox, Changes, Content Smart Columns in Search, Folders, and Content Displays properties that are common across all types in the set of results Additional properties that are on some of the results but not others are available to be turned on Users can turn on, turn off, and rearrange them Page 112

42 Columns Smart search results Page 113

43 Dynamic Compound Properties Search Results Show Owning Item Revision on Files Update Column Configuration Search columns are NOT sortable (they need Solr) Page 122

44 Commands

45 Commands Smart Actions Don t offer actions that are not valid I can Check Out and Edit this part This part is Released, so there are no buttons to Check Out or Edit Page 124

46 Commands Declarative client definition command contribution (3.1+) Configure commands on the server via BMIDE without having to write client code by assigning Command name and tooltip Icon used, and Where the command appears in the client, e.g. location and toolbar BMIDE Command Definition Define visibility of the commands via conditions Dynamically allow for a command to be displayed based on an expression that can include multiple criteria, e.g. Client context including the user, their project, etc. Object selection Can add isfalse condition if you want to unconditionally hide a command Define the command logic via a SOA Page 125

47 Commands Declarative client definition command suppression (3.1+) Provide an easy way to hide commands in Active Workspace For commands that have had their visibility logic moved to the BMIDE, you can specify an expression to calculate when to display the command For others and when you want to hide commands unconditionally for a site or a group/role, use the new preference Suppression overrides the BMIDE condition for visibility Preference: AWC_HiddenCommands Lists commands that will be hidden in Active Workspace Exists OOTB in your database at the site level with no values assigned and can be added for Group/Role Command ID values can be found in BMIDE or through inspecting the HTML, e.g. Command ID in HTML Command Suppression Suppressed Commands <button title="full Screen" class="aw-commands-commandiconbutton aw-commandscommandwrapperhorizontal aw-commandid-awp0fullscreen" type="button"> </button> Page 126

48 Workspaces

of the Organization Configure them by Role, Task, or even Skill Assign to Group, Role,

49 Active Workspace 3.4 Workspaces Simplify Client Configuration Create reusable configurations, independent of the Organization Configure them by Role, Task, or even Skill Assign to Group, Role, or both Workspaces can control: Pages tabs in locations like Inbox, Search Stylesheets how things appear Columns Search, Ace, Inbox Commands (future) Page 129

50 Active Workspace 3.4 Workspaces - application Workspaces Organization Mobile Computing Designer Planner Desktop Designer Planner Manufacturing Tooling Engineer Process Engineer Material Coordinator 7 configurations: Each Role/Group is unique Engineering Pages Stylesheets Columns Commands (future) Materials Pages Stylesheets Columns Commands (future) 2 configurations Define Workspaces any way you need: Participant Roles (OOTB) Author Consumer Generic Roles Engineer Manufacturing Skill Levels Beginner Advanced Page 130

51 Active Workspace 3.4 Workspaces initial capabilities Preliminary capability in Active Workspace 3.4 Assign Stylesheets Preferences same as today but with new scope for Workspace Configure Columns Command utility import/export_uiconfig utility same as today but with new scope for Workspace Configure Pages: Inbox tabs, Changes tabs Declarative customization of Locations Requires new War file Map Workspaces to Organization Command utility import/export_wsconfig Workspace Group Workspace Role: applies to all groups that use the role Workspace Group/Role: This role in that group Future capability Assign Commands to Workspace Command panel content Home page Tiles GUI for configuration Move to Operational Data Runtime, no deploy Please Investigate in 3.4 and give us feedback! Page 131

52 Relations

Design view Add or Remove types from the view skip Folders or Files

53 Relations Relations Browser and Architecture Configure Views with specific collections of data and relations Broad General view Focused Design view Add or Remove types from the view skip Folders or Files Change colors and line types Group types to use a common color Documents, Parts Page 133

54 Extensibility

55 $ Active Workspace 3.3 Declarative and extensible framework theme configurability improvements Make it easier to change theme colors through Syntactically Awesome Style Sheets (Sass) Reduces the complexity and number of places to make color changes, for example while aligning colors to a corporate standard Without Sass there were many places throughout CSS that defined the color For example here is one case BEFORE body { font-family: 'Segoe UI',, sans-serif; background-color: #ffffff; color: #1e1e1e;} AFTER body { font-family: 'Segoe UI',, sans-serif; background-color: $aw_primary_background; color: $aw_body_text;} With Sass there is just one file with a variable to change for each color used in many references throughout the CSS from multiple modules $aw_primary_background:#ffffff; $aw_body_text:#1e1e1e; Page 136

Active Workspace Extensibility Vision Web technology is volatile; client

New development and customizations must be insulated from volatility to protect

the client including layout, commands, properties and widgets By moving to

configuration between environments define modular, reusable customizations reduce

56 Active Workspace Extensibility Vision Web technology is volatile; client extensibility must be sustainable Frameworks continue to evolve; change is constant New development and customizations must be insulated from volatility to protect customers Solution: Declarative Configuration Data drives everything presented in the client including layout, commands, properties and widgets By moving to declarative configuration we can insulate customers from technology volatility move configuration between environments define modular, reusable customizations reduce testing burden while increasing quality leverage web technology enhancements keep current with security patches Page 137

57 Active Workspace 3.3 Declarative and extensible framework declarative command panels Easily customize existing and create new task panels Simplified View/View Model definition Copy/reuse OOTB panel code Commonly altered OOTB command panels available ACE Configuration panel industries/companies often do not have variability or use both date and unit effectivity together, etc. and would like to tailor the UI Visualization Display Options panel industries/companies may want to avoid allowing individuals load the visualization server by using shadows and reflections or they do not have a need for fly controls Add Participant / In Context Search / Advanced Search frequently requested for customization Declarative Panel Edit Just an example, don t overwrite the OOTB commands! Page 140

58 Customizing Panels Declarative panel definition Page 141

59 Active Workspace Declarative and extensible framework UI pattern library Quickly understand User Experience Patterns through guidelines and examples UX Pattern Library Library of reusable, validated UI elements Find the right element for any pattern/usage Complete reference for defining extensions using the declarative panels and pages Reuse UI elements as building blocks for declarative panels and pages Each element include functional example of the element in use and View and View Model text snippets AW 3.3: Initially available on Doc Center only Updated for AW 3.4: ~60 widgets for reuse Page 153

60 . Agenda Areas that can and should be configured Tips on how they work, and where to find more information New capabilities in Active Workspace 3.3 and 3.4 Page 154

Teamcenter on Siemens PLM Community Join the conversation on Siemens PLM Community www.siemens.

61 Teamcenter on Siemens PLM Community Join the conversation on Siemens PLM Community Teamcenter Blog Teamcenter Knowledge Base Teamcenter Users Forum Teamcenter Administrators Forum Read insightful posts from key experts and thought leaders, ask questions, share best practices and connect with Teamcenter users from around the globe! Page 155

62 Your Feedback is Important! Please fill out the Session Survey in the Mobile App Locate the session in the app Select Take Survey Page 156

63 Contacts David McLaughlin Active Workspace User Experience Rob Reich Active Workspace Program Manager siemens.com Page 157

#SEU Welcome! Solid Edge University 2016

#SEU Welcome! Solid Edge University 2016 #SEU 2016 Welcome! Solid Edge University 2016 Realize innovation. Adding Active Workspace to your Teamcenter Deployment Kevin Haen, Curt Joa Gary Lindsay, Realize innovation. Kevin Haen Corporate IT Manager