SIMATIC. STEP 7 PLUS TIA Portal Teamcenter Gateway. Introduction to TIA Portal Teamcenter Gateway 1. System requirements 2

Introduction to TIA Portal Teamcenter Gateway 1 System requirements 2 SIMATIC STEP 7 PLUS Basics of working with TIA Portal Teamcenter Gateway 3 Notes on the installation sequence for the TIA Portal and TIA Portal Teamcenter Gateway 4 Programming and Operating Manual Establishing and terminating a connection between the TIA Portal and Teamcenter Difference between TIA Portal projects and global libraries Managing TIA Portal projects with TIA Portal Teamcenter Gateway Managing global libraries with TIA Portal Teamcenter Gateway Finding and opening TIA Portal projects or global libraries with TIA Portal Teamcenter Gateway Connecting TIA Portal projects and global libraries in Teamcenter 5 6 7 8 9 10 Restrictions on the use of multiuser engineering 11 Symbols 12 04/2017 A5E37747068-AB

Legal information Warning notice system This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert symbol, notices referring only to property damage have no safety alert symbol. These notices shown below are graded according to the degree of danger. DANGER indicates that death or severe personal injury will result if proper precautions are not taken. WARNING indicates that death or severe personal injury may result if proper precautions are not taken. CAUTION indicates that minor personal injury can result if proper precautions are not taken. NOTICE indicates that property damage can result if proper precautions are not taken. If more than one degree of danger is present, the warning notice representing the highest degree of danger will be used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to property damage. Qualified Personnel The product/system described in this documentation may be operated only by personnel qualified for the specific task in accordance with the relevant documentation, in particular its warning notices and safety instructions. Qualified personnel are those who, based on their training and experience, are capable of identifying risks and avoiding potential hazards when working with these products/systems. Proper use of Siemens products Note the following: Trademarks WARNING Siemens products may only be used for the applications described in the catalog and in the relevant technical documentation. If products and components from other manufacturers are used, these must be recommended or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and maintenance are required to ensure that the products operate safely and without any problems. The permissible ambient conditions must be complied with. The information in the relevant documentation must be observed. All names identified by are registered trademarks of Siemens AG. The remaining trademarks in this publication may be trademarks whose use by third parties for their own purposes could violate the rights of the owner. Disclaimer of Liability We have reviewed the contents of this publication to ensure consistency with the hardware and software described. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the information in this publication is reviewed regularly and any necessary corrections are included in subsequent editions. Siemens AG Division Digital Factory Postfach 48 48 90026 NÜRNBERG GERMANY A5E37747068-AB P 11/2017 Subject to change Copyright Siemens AG 2017. All rights reserved

Table of contents 1 Introduction to...5 1.1 Basic information on working with...5 1.2 Application possibilities of...6 2 System requirements...7 2.1 System requirements for...7 3 Basics of working with...9 4 Notes on the installation sequence for the TIA Portal and...11 5 Establishing and terminating a connection between the TIA Portal and Teamcenter...13 5.1 Establishing a connection between the TIA Portal and Teamcenter...13 5.2 Terminating the connection between the TIA Portal and Teamcenter...14 5.3 Display connection status between TIA Portal and Teamcenter...15 6 Difference between TIA Portal projects and global libraries...17 6.1 Copying different dataset types to a new revision...17 7 Managing TIA Portal projects with...19 7.1 Saving a TIA Portal project as a new item in Teamcenter...19 7.1.1 "General" tab in the "Save as Save as new item..." dialog - (TIA Portal projects)...21 7.1.2 "Additional properties" tab in the "Save as new revision..." dialog - (TIA Portal projects)...22 7.1.3 "General" tab in the "Save as Save as new item..." dialog - (TIA Portal projects)...22 7.1.4 "Additional properties" tab in the "Save as new revision..." dialog - (TIA Portal projects)...23 7.1.5 Editing values in the tabular view of the "Additional properties" tab - (TIA Portal projects)...24 7.2 Check out TIA Portal project...25 7.3 Check in TIA Portal project...26 7.4 Save changes to a TIA Portal project connected to Teamcenter...27 7.5 New revision of a TIA Portal project connected to Teamcenter...28 7.5.1 "General" tab in the "Save as new revision..." dialog - (TIA Portal projects)...30 7.5.2 "Additional properties" tab in the "Save as new revision..." dialog - (TIA Portal projects)...30 7.5.3 Structure of "General" tab in the "Save as new revision" dialog - (TIA Portal projects)...31 7.5.4 Structure of "Additional properties" tab in the "Save as new revision" dialog - (TIA Portal projects)...31 7.5.5 Editing values in the tabular view of the "Additional properties" tab - (TIA Portal projects)...32 7.6 Undo checkout of a TIA Portal project...33 8 Managing global libraries with...35 8.1 Saving a global library as a new item in Teamcenter...35 8.1.1 "General" tab in the "Save as new item" dialog - (global libraries)...38 8.1.2 Structure of the "Additional properties" tab in the "Save as new item" dialog (global libraries)...38 Programming and Operating Manual, 04/2017, A5E37747068-AB 3

Table of contents 8.1.3 Structure of "General" tab in the "Save as new item" dialog - (global library)...38 8.1.4 Structure of the "Additional properties" tab in the "Save as new item" dialog (global library)...39 8.1.5 Editing values in the tabular view of the "Additional properties" tab - (global libraries)...40 8.2 Check out global library...41 8.3 Check in global library...42 8.4 Save changes to a global library connected to Teamcenter...43 8.5 Creating new revision of a global library connected to Teamcenter...44 8.5.1 "General" tab in the "Save as new revision" dialog - (global libraries)...46 8.5.2 "Additional properties" tab in the "Save as new revision" dialog (global libraries)...46 8.5.3 Structure of "General" tab in the "Save as new revision" dialog - (global library)...47 8.5.4 Configuration of the "Additional properties" tab in the "Save as new revision" dialog (global library)...47 8.5.5 Editing values in the tabular view of the "Additional properties" tab - (TIA Portal projects)...48 8.6 Undo checkout of a global library...49 9 Finding and opening TIA Portal projects or global libraries with...51 9.1 Opening TIA Portal projects from the search result...54 9.1.1 Opening TIA Portal projects from the search result...54 9.1.2 Structure of the "Properties" in the "Open TIA Portal project from Teamcenter" dialog...56 9.2 Opening TIA Portal projects from the TIA Portal project list...58 9.3 Opening global libraries from the search result...58 9.3.1 Opening global libraries from the search result...58 9.3.2 Structure of the "Properties" tab in the "Open global Library from Teamcenter dialog...60 9.3.2.1 Structure of the "Properties" tab in the "Open global library from Teamcenter" dialog...60 9.4 Displaying the dataset status in the "Open project from Teamcenter" or "Open global library from Teamcenter" dialog...62 9.4.1 Displaying the dataset status...62 9.4.2 Displaying the item revision status...63 9.4.3 Displaying the cache status...63 9.5 Displaying connection information of a global library linked to a TIA Portal project...64 9.5.1 Displaying connection information of a global library linked to a TIA Portal project...64 10 Connecting TIA Portal projects and global libraries in Teamcenter...65 10.1 Connecting TIA Portal projects and global libraries in Teamcenter...65 11 Restrictions on the use of multiuser engineering...67 12 Symbols...69 12.1 Open object status in Project dialog from Teamcenter...69 12.2 Object status in the Open global Library from Teamcenter dialog...70 12.3 Symbols that display the connection status between the TIA Portal and Teamcenter......71 4 Programming and Operating Manual, 04/2017, A5E37747068-AB

Introduction to 1 1.1 Basic information on working with Introduction In version V14 or higher of TIA Portal, you have the option of working with TIA Portal Teamcenter Gateway. This has the advantage that you can save and manage your TIA Portal projects and global libraries in Teamcenter. Advantages provides the following advantages: You can save TIA Portal projects and global libraries in Teamcenter. You can assign an item type to a TIA Portal project and to a global library. You can revise/version TIA Portal projects and global libraries that are saved in Teamcenter. You can open TIA Portal projects and global libraries saved in Teamcenter for further editing in TIA Portal. Teamcenter references between a TIA Portal project and all global libraries that are used in this project are created automatically. Programming and Operating Manual, 04/2017, A5E37747068-AB 5

Introduction to 1.2 Application possibilities of 1.2 Application possibilities of Application possibilities of You can do the following with : Save TIA Portal projects or global libraries as a new item in Teamcenter. Assign an item type or derived types to TIA Portal projects or global libraries that you want to save as new item in the Teamcenter. Save changes to a TIA Portal project or a global library in Teamcenter. Save TIA Portal projects or global libraries as new revision in Teamcenter. Assign an item type or derived types to TIA Portal projects or global libraries that you want to save as new revision in the Teamcenter. Check out TIA Portal projects or global libraries. Undo checkout of a TIA Portal project or global library. Check in TIA Portal projects or global libraries. Open TIA Portal projects or global libraries saved in Teamcenter for editing in TIA Portal. When you open TIA Portal projects from the Teamcenter, the global libraries that are used in these TIA Portal projects and saved in Teamcenter are opened as well. You can establish a connection between a TIA Portal project and a global library. When you open the TIA Portal project from Teamcenter, the associated global library is also opened in the TIA Portal. 6 Programming and Operating Manual, 04/2017, A5E37747068-AB

System requirements 2 2.1 System requirements for Software requirements You have administrator privileges on your computer. You have installed STEP 7 Professional V14 and/or WinCC Professional V14 on your PG/ PC. You have installed Teamcenter Rich Application Client (referred to as RAC below) or Teamcenter Client Communication System (TCCS) version 11.2 on your PG/PC. Note If TCCS was installed as "standalone", you must also install "Microsoft Visual C++ 2013 Redistributable". This ensures that you can establish a connection between TIA Portal and. You have made sure that a connection of FCC/FMS (FileClientCache/ FileManagementSystem) to the "Teamcenter Server 11.2" exists. Note After a reinstallation or a restart, also check that a connection is available from FCC/FMS (FileClientCache/FileManagementSystem) to the"teamcenter Server 11.2". You have installed on the Teamcenter server the Teamcenter data model included in the scope of delivery of. You can find a detailed description for installation of the Teamcenter data model in the installation manual " - Installing a data model". You have imported into the Teamcenter the " T4Tia_Item.xml", " T4Tia_ItemRevision.xml" and " T4Tia_ItemWithRevision.xml" and T4Tia_RevisionOrderbyCreatedDateTime.xml queries included in the scope of delivery of. For a detailed description of importing queries from the Teamcenter, refer to the installation manual " - Installing a data model" in the section "Importing search queries in Teamcenter". Licenses for To work with, you need a valid license key on every device on which you install. You can either include the license key in the installation or transfer it using the Automation License Manager after the installation. When you work with the TIA Portal in combination with, the presence of the valid license key is checked. Programming and Operating Manual, 04/2017, A5E37747068-AB 7

System requirements 2.1 System requirements for Configuring Teamcenter cache path You have the option of setting the required "Teamcenter cache path" in the settings for the TIA Portal. 1. To do so, select under "Options" > "Settings" > "Teamcenter Gateway" > Teamcenter Cache Path" in the TIA Portal. 2. In the "Teamcenter" area, click the settings for " cache path" on the "Browse" button. 3. Select the required path or apply the recommended path. Note Scenarios in which two TIA Portal instances are using the same Teamcenter cache path are not supported. 8 Programming and Operating Manual, 04/2017, A5E37747068-AB

Basics of working with TIA Portal Teamcenter Gateway 3 Introduction You can do the following with add-on package: Establish a connection between TIA Portal and Teamcenter. Perform operations in TIA Portal specific to Teamcenter. The installation of add-on package adds the "Open Teamcenter project..." submenu to the "Project" menu in the project view. Furthermore, the "Teamcenter" submenu is added to the "Tools" menu in the main menu of TIA Portal. The add-on package together with TIA Portal offers the following advantages: Saving TIA Portal projects or global libraries in Teamcenter When saving TIA Portal projects or global libraries in Teamcenter you can assign them item types or derived types. You can save changes to TIA Portal projects or global libraries connected to Teamcenter. Revising TIA Portal projects or global libraries connected to Teamcenter. Global libraries or TIA Portal projects that are saved in Teamcenter can be opened in "Read only" or "Write" mode. Programming and Operating Manual, 04/2017, A5E37747068-AB 9

Basics of working with 10 Programming and Operating Manual, 04/2017, A5E37747068-AB

Notes on the installation sequence for the TIA Portal and 4 Notes on installing TIA Portal and Install TIA Portal and in the correct sequence: 1. install TIAPortalV14. 2. Install the "" add-on package. Programming and Operating Manual, 04/2017, A5E37747068-AB 11

Notes on the installation sequence for the TIA Portal and 12 Programming and Operating Manual, 04/2017, A5E37747068-AB

Establishing and terminating a connection between the TIA Portal and Teamcenter 5 5.1 Establishing a connection between the TIA Portal and Teamcenter To work with, you need to log on to a specific Teamcenter server with your valid Teamcenter user logon. Requirements The following requires that: You have started TIA Portal. Procedure To establish a connection between TIA Portal and Teamcenter, proceed as follows: 1. Select the "Connect" command in the "Options > Teamcenter" menu of the main menu in TIA Portal. 2. The "Connect to Teamcenter" dialog box opens. Enter the following logon information: User name: Enter your "Teamcenter user name". Password: Enter your "Teamcenter password". Enter your Teamcenter logon information in the "User name" and "Password" fields. Group: Enter your specific Teamcenter group, which is to be used for the current application session. If you leave this field 'empty', the default settings in Teamcenter are applied. Role: Enter your specific Teamcenter role, which is to be used for the current application session. If you leave this field 'empty', the default settings in Teamcenter are applied. Host: Enter the server name in the following format: http://<server name>:<port> Instance: Enter the name of the "Teamcenter instance" (e.g. tc). 3. Click "OK" to establish the connection to Teamcenter. The "Establishing connection..." dialog is displayed while the connection is being set up. This background process cannot be canceled. Once the connection to Teamcenter is established, a dialog opens indicating the successful connection. Programming and Operating Manual, 04/2017, A5E37747068-AB 13

Establishing and terminating a connection between the TIA Portal and Teamcenter 5.2 Terminating the connection between the TIA Portal and Teamcenter. 4. Confirm this dialog by clicking "OK". 5. When an authentication fails, a dialog is displayed with possible error messages. This error message contains information on troubleshooting. Possible errors: The combination of user name and password is not valid. Select the "Connect" command again in the "Options > Teamcenter" menu of the main menu in TIA Portal. Correct the errors in the "Connect to Teamcenter" dialog. Result The connection between TIA Portal and Teamcenter has been established. Establishing a connection as Teamcenter member of two different Teamcenter user groups or user roles Note The current user groups or user role cannot be changed during an active application session. To change your user group or user role, follow these steps: 1. End the current application session between TIA Portal and Teamcenter with the menu "Options > Teamcenter" and the command "Disconnect". 2. Then create a new connection between TIA Portal and Teamcenter in the main menu of TIA Portal with the menu "Options > Teamcenter" and the command "Connect". 3. Make the required settings in the "Connect to Teamcenter" dialog. 5.2 Terminating the connection between the TIA Portal and Teamcenter. Procedure To terminate the connection between TIA Portal and Teamcenter, proceed as follows: 1. Select the "Disconnect" command in the "Options > Teamcenter" menu of the main menu in TIA Portal. Result The connection between TIA Portal and Teamcenter has been closed. No additional Teamcenter-specific operations can be performed. 14 Programming and Operating Manual, 04/2017, A5E37747068-AB

Establishing and terminating a connection between the TIA Portal and Teamcenter 5.3 Display connection status between TIA Portal and Teamcenter 5.3 Display connection status between TIA Portal and Teamcenter Displaying the connection status The following options are possible to show the connection status between TIA Portal and Teamcenter: A successful establishment of the connection between TIA Portal and Teamcenter is indicated in the status bar of TIA Portal by the Teamcenter icon on the bottom right. The Teamcenter icon is displayed in color as soon as the connection has been established. If you hover the mouse cursor over the Teamcenter icon for a time, a tooltip is displayed showing the connection information in plain text. A failed establishment of the connection between TIA Portal and Teamcenter is indicated in the status bar of TIA Portal by the Teamcenter icon on the bottom right. The Teamcenter symbol is displayed in black-and-white if no connection was established. If you hover the mouse cursor over the Teamcenter icon for a time, a tooltip is displayed showing the connection information in plain text. Displaying the connection status in the "Info" tab. The successful establishment of the connection between TIA Portal and the Teamcenter is displayed in the following format: http://hostname [User name] - Group / Role Example: http://win-mlmcu5lqtp6:8080 [User name] - Group / Role In the "Info" tab, a failed establishment of the connection between TIA Portal and the Teamcenter is indicated in the following format: There is no connection to Teamcenter. Displaying the connection status in the TIA Portal status bar In the status bar of TIA Portal, the successful establishment of the connection between TIA Portal and Teamcenter is indicated in the following format: http://hostname [User name] - Group / Role Example: http://win-mlmcu5lqtp6:8080 [User name] - Group / Role In the status bar of TIA Portal, the failed establishment of the connection between TIA Portal and Teamcenter is indicated in the following format: There is no connection to Teamcenter. Note The "Connect" command is deactivated when there is a successful establishment of the connection between TIA Portal and the Teamcenter. The "Disconnect" command is deactivated when there is a failed establishment of the connection between TIA Portal and the Teamcenter. Programming and Operating Manual, 04/2017, A5E37747068-AB 15

Establishing and terminating a connection between the TIA Portal and Teamcenter 5.3 Display connection status between TIA Portal and Teamcenter 16 Programming and Operating Manual, 04/2017, A5E37747068-AB

Difference between TIA Portal projects and global libraries 6 Introduction TIA Portal projects and global libraries are identified by the name of the dataset and the file extension in Teamcenter. Name of the dataset Note that: When saving a TIA Portal project with the Teamcenter operation "Save as new item" and "Save as new revision" in Teamcenter, the name of the TIA Portal project is used as dataset name (e.g. "TIAProjectDataset"). When saving a global library with the Teamcenter operation "Save as new item" and "Save as new revision" in Teamcenter, the name of the global library is used as dataset name (e.g. "T4TIALibraryDataset"). File extensions Note that: When saving a TIA Portal project with the Teamcenter operation "Save as new item" and "Save as new revision", the TIA Portal project is saved with the file extension *.zap* in Teamcenter. When saving a global library with the Teamcenter operation "Save as new item" and "Save as new revision", the global library is saved with the file extension *.zal* in Teamcenter. 6.1 Copying different dataset types to a new revision TIA Portal projects and global libraries with the Teamcenter operation "Save as new revision..." in Teamcenter You use the Teamcenter operation "Save as new revision..." in Teamcenter to specify during saving which attached datasets (non-tia datasets) are transferred from the old revision to the new one. This behavior depends on the copy rules "Deep copy rules". Additional information on the copy rules "Deep copy rules" is available in the "Teamcenter 11 Business Modeler IDE" operating manual in the section "Deep copy rules". Programming and Operating Manual, 04/2017, A5E37747068-AB 17

Difference between TIA Portal projects and global libraries 6.1 Copying different dataset types to a new revision 18 Programming and Operating Manual, 04/2017, A5E37747068-AB

Managing TIA Portal projects with TIA Portal Teamcenter Gateway 7 7.1 Saving a TIA Portal project as a new item in Teamcenter Requirements The following requires that: There is an active connection between TIA Portal and Teamcenter. Multiple selection of several projects is not supported. Procedure To save a TIA Portal project for the first time in Teamcenter, proceed as follows: 1. Open the TIA Portal project in the TIA Portal that you want to save as a new item in Teamcenter. 2. In the "Project tree" view, select the TIA Portal project to save to Teamcenter. 3. Right-click on the TIA Portal project and select the command "Teamcenter > Save as new item...". The "Properties of the new item" dialog opens. The "General" tab is displayed by default. 4. Enter a name in the "Name" field in the "General" tab or accept the suggested data. The name of the selected TIA Portal project is displayed by default. A maximum of 94 characters can be entered. 5. In the "General" tab in the field "Item type" select an Item type for the TIA Portal project that you want save as new item in Teamcenter. Select a derived type in the "Item type" field. The type "T4TiaProject" is selected by default. A drop-down list can be edited if derived types are available. 6. Assign an already valid or random Teamcenter item ID / revision ID to the "Item ID / Revision ID" field in the "General" tab. If you leave the field "Item ID / Revision ID" 'empty', the next possible "item ID / revision ID" is assigned automatically by Teamcenter. Programming and Operating Manual, 04/2017, A5E37747068-AB 19

Managing TIA Portal projects with 7.1 Saving a TIA Portal project as a new item in Teamcenter 7. When you click "Assign", Teamcenter automatically assigns the next possible item ID / revision ID to the selected project. Result: The assigned item ID / revision ID is shown in the respective text field. The text fields cannot be edited and the "Assign" button is disabled. Note Adaptation of the item types The adaptation of the item types has the following effects on the "Item ID / Revision ID" fields and on the "Assign" button: 1. the IDs assigned to the "item ID / revision ID" are reset. 2. the "Assign" button is set to operable. 8. Optional: In the "Teamcenter project" field in the "General" tab, select the Teamcenter project to which you want to assign the TIA Portal project. Click the "Browse" (...) button. The "Select projects" dialog opens. Select the corresponding projects and click the "OK" button to confirm each selection. Clicking "OK" displays the selected Teamcenter projects in the "Teamcenter project" field separated by commas. If you leave the "Teamcenter project" field 'empty', the TIA Portal project is not assigned to a Teamcenter project. 9. Optional: In the "Teamcenter folder" field in the "General" tab, select the folder to which the newly created item is to be assigned. Click the "Browse" (...) button. The "Select Teamcenter folder" dialog opens. The default for this folder is "Home". All newly created items are saved by default in your personal "Home" directory. Select the "Home" folder, click the "OK" button to confirm the selection. Clicking "OK" displays the selected folder in the text field. Clicking "Cancel" causes the operation to be aborted. 10.Optional: If necessary, add a comment in the "Comment" field in the "General" tab. A maximum of 240 characters can be entered. 11.Confirm your entry with "OK". The TIA Portal project is saved in the specified folder structure under the specified name in Teamcenter. Once the TIA Portal project has been saved in Teamcenter, the "The project was successfully saved in Teamcenter" dialog opens. Confirm this dialog by clicking "OK". An overlay symbol in the "Project tree" of TIA Portal indicates that TIA Portal project is connected to Teamcenter. 12.Clicking "Cancel" causes the "Properties of the new item" dialog to close. 20 Programming and Operating Manual, 04/2017, A5E37747068-AB

Managing TIA Portal projects with 7.1 Saving a TIA Portal project as a new item in Teamcenter Result Once the TIA Portal project has been saved in Teamcenter, a new item including the item revision with the assigned item ID / revision ID is available in the "Home" folder. The dataset of the TIA Portal project is stored in Teamcenter as zap file under the corresponding revision ID. The associated dataset is "checked out" and marked with the symbol symbol in the folder view of Teamcenter.. You can see the The following Teamcenter operations for working with the TIA Portal project are available to you in the TIA Portal: Save as new revision... Save as new item... Check in. Undo checkout. See also New revision of a TIA Portal project connected to Teamcenter (Page 28) Check in TIA Portal project (Page 26) Undo checkout of a TIA Portal project (Page 33) Save changes to a TIA Portal project connected to Teamcenter (Page 27) "General" tab in the "Save as Save as new item..." dialog - (TIA Portal projects) (Page 22) "Additional properties" tab in the "Save as new revision..." dialog - (TIA Portal projects) (Page 22) "General" tab in the "Save as Save as new item..." dialog - (TIA Portal projects) (Page 21) "Additional properties" tab in the "Save as new revision..." dialog - (TIA Portal projects) (Page 23) Editing values in the tabular view of the "Additional properties" tab - (TIA Portal projects) (Page 24) 7.1.1 "General" tab in the "Save as Save as new item..." dialog - (TIA Portal projects) In the "General" tab of the "Save as new revision" dialog, you define the properties of a TIA Portal project that you want to save in Teamcenter. Programming and Operating Manual, 04/2017, A5E37747068-AB 21

Managing TIA Portal projects with 7.1 Saving a TIA Portal project as a new item in Teamcenter See also "General" tab in the "Save as Save as new item..." dialog - (TIA Portal projects) (Page 22) 7.1.2 "Additional properties" tab in the "Save as new revision..." dialog - (TIA Portal projects) In the "Additional properties" tab, you edit the values of the uploaded additional properties of a TIA Portal project. In the "Additional properties" tab, you have the option of entering uploaded item types or derived types. The content of the "Additional properties" tab depends on the item types that are used, the derived types or the properties of the inherited types. See also "Additional properties" tab in the "Save as new revision..." dialog - (TIA Portal projects) (Page 23) Editing values in the tabular view of the "Additional properties" tab - (TIA Portal projects) (Page 24) 7.1.3 "General" tab in the "Save as Save as new item..." dialog - (TIA Portal projects) Structure of the "General" tab in the "Save as new item" dialog The view of the "General" tab consists of the following fields and buttons: Field Name: Item type: Description Entry field for the name under which you want to save the TIA Portal project as new item in Teamcenter. The name of the selected TIA Portal project is displayed by default. Entry field for the item type of the TIA Portal project. The "T4TiaProject" type is selected by default. Item ID / revision ID: Teamcenter project: Teamcenter folder: Comment: Entry field for the item ID / revision ID which you want to assign to the new item. Selection box for selecting the Teamcenter project to which you want to assign the new item. Selection box for selecting the Teamcenter folder in which you want to save the new item. Entry field for a comment. 22 Programming and Operating Manual, 04/2017, A5E37747068-AB

Managing TIA Portal projects with 7.1 Saving a TIA Portal project as a new item in Teamcenter Button Drop-down list Assign "Browse" (...) - (Teamcenter project) "Browse" (...) - (Teamcenter folder) OK Cancel Description You can select and add derived types by clicking on the drop-down list. The drop-down list can only be edited when derived types are defined. By clicking this button you automatically assign an item ID / revision ID to the TIA Portal project. By clicking this button, the dialog "Select projects" is opened. By clicking this button, the dialog "Select Teamcenter folder" is opened. You confirm your entries by clicking the "OK" button. The dialog is closed. To exit the dialog, click the "Cancel" button. Your entries are not applied. See also "General" tab in the "Save as Save as new item..." dialog - (TIA Portal projects) (Page 21) 7.1.4 "Additional properties" tab in the "Save as new revision..." dialog - (TIA Portal projects) Structure of the "Additional properties" tab in the "Save as new item" dialog The information shown in tabular format in the "Additional properties" tab depends on: Which item types or derived types you have selected. Which properties the selected item types and derived types have inherited, and which properties are mapped in the attribute mapping file. Properties of the "Additional properties" tab The properties of item types and derived types are displayed in read/write mode in the "Additional properties" tab. The view of the "Additional properties" tab consists of the following columns and buttons: Column Name Type Value Meaning Name of the additional properties. Type of the additional properties. Value of additional properties. Button Drop-down list OK Cancel Meaning You can add obligatory attributes by clicking on the drop-down list. You confirm your entries by clicking the "OK" button. The dialog is closed. To exit the dialog, click the "Cancel" button. Your entries are not applied. Programming and Operating Manual, 04/2017, A5E37747068-AB 23

Managing TIA Portal projects with 7.1 Saving a TIA Portal project as a new item in Teamcenter Note on the "OK" button in the "Additional properties" tab in the "Save as new item dialog. The following rules apply to the operation of the "OK" button in the "Additional properties" tab in the "Save as new item" dialog. If the required obligatory attributes are not filled, the "OK" button is greyed out and not available. The "OK" button is operable when no obligatory attributes are available or when all obligatory attributes are filled. See also "Additional properties" tab in the "Save as new revision..." dialog - (TIA Portal projects) (Page 22) Editing values in the tabular view of the "Additional properties" tab - (TIA Portal projects) (Page 24) 7.1.5 Editing values in the tabular view of the "Additional properties" tab - (TIA Portal projects) The attributes of a TIA Portal project that are upload to the Teamcenter server are displayed in read/write mode in the tabular view of the "Additional Properties" tab. Requirements for editing the values of uploaded attributes of a TIA Portal project The requirements for editing the values of the uploaded attributes of a TIA Portal project are as follows: the attributes of the selected TIA Portal project item type are uploaded. the attributes of the selected item revision of the TIA Portal project item type are uploaded. the uploaded attributes of the item master form are connected with the TIA Portal project item type. the uploaded attributes of the item revision master form are connected with the TIA Portal project item revision. Note Note that only the above named scenarios are supported in V14SP1. All other scenarios are ignored. Please note the following: If no attributes are uploaded to the Teamcenter server, the following information is displayed in the "Additional properties" tab: No "Additional properties" were uploaded. 24 Programming and Operating Manual, 04/2017, A5E37747068-AB

Managing TIA Portal projects with 7.2 Check out TIA Portal project See also "Additional properties" tab in the "Save as new revision..." dialog - (TIA Portal projects) (Page 23) "Additional properties" tab in the "Save as new revision..." dialog - (TIA Portal projects) (Page 22) 7.2 Check out TIA Portal project To exclusively reserve one or more TIA Portal projects for editing, you can check out the TIA Portal projects. The TIA Portal projects are locked for other users as a result. Requirements The following requires that The TIA Portal project is connected to Teamcenter. The TIA Portal project is opened in "Read only" mode. There is no support for multiple selection of several TIA Portal projects. Procedure To edit a TIA portal project, you need to check it out as follows: 1. In the "Project tree" view, select the respective TIA Portal project. 2. Right-click on the TIA Portal project and select the command "Teamcenter > Check out". Note Check out TIA Portal project Note: If the TIA Portal project was changed locally or the dataset version is older than the currently available dataset version in Teamcenter, the "Confirm checkout" dialog opens. 1. Clicking the "Yes" button overwrites the currently available dataset version. 2. Clicking the "No" button opens the currently available dataset version as local copy. 3. Clicking the "Cancel" button cancels the checkout. If you continue the "Checkout", the dataset version and the corresponding revision of the TIA Portal project are checked out of Teamcenter. The dataset version is locked for editing by another user. Result The TIA Portal project is opened again in "Write" mode. The dataset version of the TIA Portal project is checked out and marked with the symbol in Teamcenter. The dataset version is locked for editing by another user. Programming and Operating Manual, 04/2017, A5E37747068-AB 25

Managing TIA Portal projects with 7.3 Check in TIA Portal project Result The following Teamcenter operations for working with the TIA Portal project are available to you in the TIA Portal after a successful "Checkout": Save as new revision... Save as new item... Check in. Undo checkout. See also New revision of a TIA Portal project connected to Teamcenter (Page 28) Saving a TIA Portal project as a new item in Teamcenter (Page 19) Undo checkout of a TIA Portal project (Page 33) Check in TIA Portal project (Page 26) 7.3 Check in TIA Portal project TIA Portal projects that you have saved in Teamcenter are in the "checked out" state. These TIA Portal projects are locked for other users as a result. Requirements The following requires that: The TIA Portal project is connected to Teamcenter. The dataset of the corresponding revision of the TIA Portal project has been checked out by you. There is no support for multiple selection of several TIA Portal projects. Procedure To revoke the edit lock of the TIA Portal project, follow these steps: 1. In the "Project tree" view, select the respective TIA Portal project. 2. Right-click on the TIA Portal project and select the command "Teamcenter > Check in". Result The TIA Portal project is opened again in "Read" mode. The TIA Portal project has been checked into Teamcenter and the has been removed. The edit lock of the TIA Portal project is revoked. symbol 26 Programming and Operating Manual, 04/2017, A5E37747068-AB

Managing TIA Portal projects with 7.4 Save changes to a TIA Portal project connected to Teamcenter The following Teamcenter operations for working with the TIA Portal project are available to you in the TIA Portal: Save as new revision... Save as new item... Check out. See also New revision of a TIA Portal project connected to Teamcenter (Page 28) Saving a TIA Portal project as a new item in Teamcenter (Page 19) Check out TIA Portal project (Page 25) 7.4 Save changes to a TIA Portal project connected to Teamcenter Requirements The following requires that The TIA Portal project is connected to Teamcenter. The TIA Portal project is open in "Write" mode. The selected TIA Portal project is connected with Teamcenter and at least one change has been made since the last opening. There is no support for multiple selection of several TIA Portal projects. Procedure To save changes to a TIA Portal project connected to Teamcenter, proceed as follows: 1. In the "Project tree" view, select the project. 2. Right-click on the TIA Portal project and select the command "Teamcenter > Save". The new dataset version of the TIA Portal project is stored in Teamcenter as a zap file under the respective revision ID. Restrictions The following restrictions must be observed: The number of dataset versions stored in Teamcenter can be configured by a Teamcenter administrator (default = 3). When the maximum is reached, the oldest dataset version is deleted and the new dataset version created. Result A new dataset version of the TIA Portal project has been created in Teamcenter. Programming and Operating Manual, 04/2017, A5E37747068-AB 27

Managing TIA Portal projects with 7.5 New revision of a TIA Portal project connected to Teamcenter The following Teamcenter operations for working with the TIA Portal project are available to you in the TIA Portal after "Save": Save as new revision... Save as new item... Check in. Undo checkout. See also Save changes to a global library connected to Teamcenter (Page 43) New revision of a TIA Portal project connected to Teamcenter (Page 28) Saving a TIA Portal project as a new item in Teamcenter (Page 19) Check in TIA Portal project (Page 26) Undo checkout of a TIA Portal project (Page 33) 7.5 New revision of a TIA Portal project connected to Teamcenter Requirements The following requires that The TIA Portal project is connected to Teamcenter. There is no support for multiple selection of several TIA Portal projects. Procedure To create a new revision of a TIA Portal project saved in Teamcenter, proceed as follows: 1. In the "Project tree" view, select the respective TIA Portal project. 2. Right-click on the TIA Portal project and select the command "Teamcenter > Save as new revision...". With this function, the currently opened TIA Portal project is used as the basis for creating the new revision. The "Save as new revision" dialog opens. The "General" tab is displayed by default. The name of the selected TIA Portal project is displayed in read-only mode in the "Name" field (e.g. t4tia_object_name). The "item ID" of the selected TIA Portal project is displayed in read-only mode in the "Item ID" field. 3. Optional: Assign a valid Teamcenter revision ID to the TIA Portal project in the "General" tab in the "Revision ID" field. A maximum of 32 characters can be entered. 28 Programming and Operating Manual, 04/2017, A5E37747068-AB

Managing TIA Portal projects with 7.5 New revision of a TIA Portal project connected to Teamcenter 4. When you click the "Assign" button, the Teamcenter automatically assigns the next possible revision ID to the TIA Portal project. Result: The assigned revision ID is displayed in the "Revision ID" field. The "Revision ID" field cannot be edited. The "Assign" button is disabled. If you leave the field 'empty', the next possible revision ID is assigned automatically by Teamcenter. 5. Optional: If necessary, add a comment in the "Comment" field in the "General" tab. A maximum of 240 characters can be entered. Comments from the previous version are taken over by default. You can edit the comments from the previous version or leave them unchanged. 6. Confirm your entry with "OK". The TIA Portal project is saved in the specified folder structure under the specified name in Teamcenter. Once the TIA Portal project has been saved in the Teamcenter, the "The project was successfully saved in the Teamcenter" dialog opens. Confirm this dialog by clicking "OK". An overlay symbol in the "Project tree" of TIA Portal indicates that TIA Portal project is connected to Teamcenter. 7. Clicking "Cancel" closes the "Save as new revision..." dialog. Result The new revision of the TIA Portal project is created in Teamcenter and displayed as a new object below the last revision. When revising the TIA Portal project, note that the dataset of the currently open TIA Portal project must be transferred. The dataset of the TIA Portal project which belongs to the new revision is checked out and marked with the symbol in Teamcenter. The dataset of the older revision is checked in, the symbol You can see the symbol in the folder view of Teamcenter. is removed in Teamcenter. Programming and Operating Manual, 04/2017, A5E37747068-AB 29

Managing TIA Portal projects with 7.5 New revision of a TIA Portal project connected to Teamcenter The older revision of the TIA Portal project is closed in TIA Portal. The new revision of the TIA Portal project is opened in "Write" mode in TIA Portal. The following Teamcenter operations for working with TIA Portal projects are available after "Save as new revision...". Save as new revision... Save as new item... Check in. Undo checkout. See also Creating new revision of a global library connected to Teamcenter (Page 44) Check in TIA Portal project (Page 26) Undo checkout of a TIA Portal project (Page 33) Saving a TIA Portal project as a new item in Teamcenter (Page 19) "General" tab in the "Save as new revision..." dialog - (TIA Portal projects) (Page 30) Structure of "General" tab in the "Save as new revision" dialog - (TIA Portal projects) (Page 31) 7.5.1 "General" tab in the "Save as new revision..." dialog - (TIA Portal projects) In the "General" tab of the "Save as new revision" dialog, you define the properties of a TIA Portal project that you want to save in Teamcenter. See also Structure of "General" tab in the "Save as new revision" dialog - (TIA Portal projects) (Page 31) 7.5.2 "Additional properties" tab in the "Save as new revision..." dialog - (TIA Portal projects) In the "Additional properties" tab, you edit the values of the uploaded additional properties of TIA Portal projects that you want to save as new revision in Teamcenter. In the "Additional properties" tab, you have the option of entering uploaded item types or derived types. The content of the "Additional properties" tab depends on the item types that are used, the derived types or the properties of the inherited types. 30 Programming and Operating Manual, 04/2017, A5E37747068-AB

Managing TIA Portal projects with 7.5 New revision of a TIA Portal project connected to Teamcenter See also Structure of "Additional properties" tab in the "Save as new revision" dialog - (TIA Portal projects) (Page 31) Editing values in the tabular view of the "Additional properties" tab - (TIA Portal projects) (Page 32) 7.5.3 Structure of "General" tab in the "Save as new revision" dialog - (TIA Portal projects) Structure of the "General" tab in the "Save as new revision..." dialog The view of the "General" tab consists of the following fields and buttons: Field Name (read only): Item ID: (read only)/ Revision ID: Comment: Description The name of the selected global library is displayed in read-only mode in the "Name" field (e.g. t4tia_object_name). The "item ID" of the selected global library is displayed in read-only mode in the "Item ID" field. Entry field for a valid Teamcenter revision ID which you want to assign to the new revision. Entry field for a comment. Button Assign OK Cancel Description By clicking this button you automatically assign a revision ID to the TIA Portal project. You confirm your entries by clicking the "OK" button. The dialog is closed. To exit the dialog, click the "Cancel" button. Your entries are not applied. See also "General" tab in the "Save as new revision..." dialog - (TIA Portal projects) (Page 30) 7.5.4 Structure of "Additional properties" tab in the "Save as new revision" dialog - (TIA Portal projects) Structure of the "Additional properties" tab in the "Save as new revision" dialog The information shown in tabular format in the "Additional properties" tab depends on: Which item types or derived types you have selected. Which properties the selected item types and derived types have inherited. Programming and Operating Manual, 04/2017, A5E37747068-AB 31

Managing TIA Portal projects with 7.5 New revision of a TIA Portal project connected to Teamcenter Properties of the "Additional properties" tab The properties of item types and derived types are displayed in read/write mode in the "Additional properties" tab. The view of the "Additional properties" tab consists of the following columns and buttons: Column Name Type Value Meaning Name of the additional properties. Type of the additional properties. Value of additional properties. Button Drop-down list OK Cancel Meaning You can add obligatory attributes by clicking on the drop-down list. You confirm your entries by clicking the "OK" button. The dialog is closed. To exit the dialog, click the "Cancel" button. Your entries are not applied. Note on the "OK" button in the "Additional properties" tab in the "Save as new revision" dialog. The following rules apply to the operation of the "OK" button in the "Additional properties" tab in the "Save as new revision" dialog: If the required obligatory attributes are not filled, the "OK" button is greyed out and not available. The "OK" button is operable when no obligatory attributes are available or when all obligatory attributes are filled. See also Editing values in the tabular view of the "Additional properties" tab - (TIA Portal projects) (Page 32) "Additional properties" tab in the "Save as new revision..." dialog - (TIA Portal projects) (Page 30) 7.5.5 Editing values in the tabular view of the "Additional properties" tab - (TIA Portal projects) The attributes of a TIA Portal project that are upload to the Teamcenter server are displayed in read/write mode in the tabular view of the "Additional Properties" tab. 32 Programming and Operating Manual, 04/2017, A5E37747068-AB

Managing TIA Portal projects with 7.6 Undo checkout of a TIA Portal project Requirements for editing the values of uploaded attributes of a TIA Portal project The requirements for editing the values of the uploaded attributes of a TIA Portal project are as follows: the attributes of the selected TIA Portal project item type are uploaded. The attributes of the selected item revision of the TIA Portal project item type are uploaded. the uploaded attributes of the item master form are connected with the TIA Portal project item type. the uploaded attributes of the item revision master form are connected with the TIA Portal project item revision. Note Note that only the above named attributes are supported in V14SP1. All other attributes are ignored. Please note the following: If no attributes are uploaded to the Teamcenter (server), the following information is displayed in the "Additional properties" tab: No "Additional properties" were uploaded. See also Structure of "Additional properties" tab in the "Save as new revision" dialog - (TIA Portal projects) (Page 31) "Additional properties" tab in the "Save as new revision..." dialog - (TIA Portal projects) (Page 30) 7.6 Undo checkout of a TIA Portal project Undo checkout To discard any changes made to a checked-out TIA Portal project, you have the possibility to undo the checkout. Requirements The following requires that The TIA Portal project is connected to Teamcenter. The TIA Portal project is open in "Write" mode. There is no support for multiple selection of several TIA Portal projects. Programming and Operating Manual, 04/2017, A5E37747068-AB 33

Managing TIA Portal projects with 7.6 Undo checkout of a TIA Portal project Procedure 1. In the "Project tree" view, select the respective TIA Portal project. 2. Right-click on the TIA Portal project and select the command "Teamcenter > Undo checkout". The "Undo checkout" dialog box opens. 3. Click "OK" to undo the checkout. 4. Click "Cancel" if you want to cancel "Undo checkout". Note All changes made since the last checkout are discarded. Result The checkout of the TIA Portal project has been reversed. The the folder view of Teamcenter. The edit lock of the TIA Portal project is revoked. symbol is removed from The following Teamcenter operations for working with the TIA Portal project are available to you in the TIA Portal after "Undo checkout": Save as new revision... Save as new item... Check out. See also New revision of a TIA Portal project connected to Teamcenter (Page 28) Saving a TIA Portal project as a new item in Teamcenter (Page 19) Check out TIA Portal project (Page 25) 34 Programming and Operating Manual, 04/2017, A5E37747068-AB

Managing global libraries with TIA Portal Teamcenter Gateway 8 8.1 Saving a global library as a new item in Teamcenter Requirements The following requires that: There is an active connection between TIA Portal and Teamcenter. There is no support for multiple selection of several global libraries. Procedure To save a global library for the first time in Teamcenter, proceed as follows: 1. Open the global library in TIA Portal that you want to save as a new item in Teamcenter. 2. Select the global library to save in Teamcenter from the "Global Library" pane. 3. Right-click on the global library and select the command "Teamcenter > Save as new item...". The "Save as new item" dialog opens. The "General" tab is displayed by default. 4. Enter a name in the "Name" field in the "General" tab or accept the suggested data. The name of the selected global library is displayed by default. A maximum of 94 characters can be entered. 5. In the "General" tab in the "Item type" field, select an item type for the global library that you want save as new item in Teamcenter. Select a derived type in the "Item type" field. The type "T4TiaProject" is selected by default. A drop-down list can be edited if derived types are available. 6. Assign an already valid or random Teamcenter item ID / revision ID to the "Item ID / Revision ID" field in the "General" tab. If you leave the field "Item ID / Revision ID" 'empty', the next possible "item ID / revision ID" is assigned automatically by Teamcenter. Programming and Operating Manual, 04/2017, A5E37747068-AB 35

Managing global libraries with 8.1 Saving a global library as a new item in Teamcenter 7. When you click the "Assign" button, Teamcenter automatically assigns the next possible item ID / revision ID to the selected library. Result: The assigned item ID / revision ID is shown in the respective text field. The text fields cannot be edited and the "Assign" button is disabled. Note Adaptation of the item types The adaptation of the item types has the following effects on the "Item ID / Revision ID" fields and on the "Assign" button: 1. The IDs assigned to the "item ID / revision ID" are reset. 2. The "Assign" button is set to operable. 8. Optional: In the "General" tab in the "Teamcenter Project" field, select the Teamcenter projects to which you want to assign the global library. Click the "Browse" (...) button. The "Select projects" dialog opens. Select the corresponding projects and click the "OK" button to confirm each selection. Clicking "OK" button displays the selected Teamcenter projects in the text box separated by commas. If you leave the field 'empty', the global library is not assigned to a Teamcenter project. 9. Optional: In "Teamcenter folder" field of the "General" tab, select the folder to which the newly created item is to be assigned. Click the "Browse" (...) button. The "Select Teamcenter folder" dialog opens. The default for this folder is "Home". All newly created items are saved by default in your personal "Home" directory. Select the "Home" folder and click the "OK" button to confirm the selection. Clicking "OK" displays the selected folder in the text field. Clicking "Cancel" causes the operation to be aborted. 10.Optional: If necessary, add a comment in the "Comment" field in the "General" tab. A maximum of 240 characters can be entered. 11.Confirm your entry with "OK". The global library is saved in the specified folder structure under the specified name in Teamcenter. Once the global library has been saved in Teamcenter, the "The global library was successfully saved in Teamcenter" dialog opens. Confirm this dialog by clicking "OK". An overlay symbol in the "Global Library" pane of TIA Portal indicates that the global library is connected to Teamcenter. 12.Clicking "Cancel" causes the "Properties of the new item" dialog to close. 36 Programming and Operating Manual, 04/2017, A5E37747068-AB

Managing global libraries with 8.1 Saving a global library as a new item in Teamcenter Result Once the global library has been saved in Teamcenter, the new item including the item ID / revision ID is available in the "Home" folder. The dataset of the global library is stored in Teamcenter as a zip file under the respective revision ID. The associated dataset is "checked out" and marked with the symbol symbol in the folder view of Teamcenter.. You can see the The following Teamcenter operations for working with global libraries are available to you in TIA Portal: Save as new revision... Save as new item... Check in. Undo checkout. Global corporate libraries Note When saving global libraries, make sure that you do not save global libraries marked as "Corporate libraries" in Teamcenter. "Corporate libraries" are only buffered temporarily in "TC Cache" which can result in unspecified errors between TIA Portal and Teamcenter. See also Creating new revision of a global library connected to Teamcenter (Page 44) Check in global library (Page 42) Undo checkout of a global library (Page 49) Save changes to a global library connected to Teamcenter (Page 43) "General" tab in the "Save as new item" dialog - (global libraries) (Page 38) Structure of the "Additional properties" tab in the "Save as new item" dialog (global libraries) (Page 38) Structure of "General" tab in the "Save as new item" dialog - (global library) (Page 38) Structure of the "Additional properties" tab in the "Save as new item" dialog (global library) (Page 39) Programming and Operating Manual, 04/2017, A5E37747068-AB 37

Managing global libraries with 8.1 Saving a global library as a new item in Teamcenter 8.1.1 "General" tab in the "Save as new item" dialog - (global libraries) In the "General" tab of the "Save as new item" dialog, you define the properties of a global library that you want to save in Teamcenter. See also Structure of "General" tab in the "Save as new item" dialog - (global library) (Page 38) 8.1.2 Structure of the "Additional properties" tab in the "Save as new item" dialog (global libraries) In the "Additional properties" tab, you edit the values of the uploaded additional properties of a global library. In the "Additional properties" tab, you have the option of editing uploaded item types or derived types. The content of the "Additional properties" tab depends on the item types that are used, the derived types or the properties of the inherited types. See also Structure of the "Additional properties" tab in the "Save as new item" dialog (global library) (Page 39) Editing values in the tabular view of the "Additional properties" tab - (global libraries) (Page 40) 8.1.3 Structure of "General" tab in the "Save as new item" dialog - (global library) Structure of the "General" tab in the "Save as new item" dialog The view of the "General" tab consists of the following fields and buttons: Field Name: Item type: Item ID / revision ID: Teamcenter project: Teamcenter folder: Comment: Description Entry field for the name under which you want to save the global library as new item in Teamcenter. The name of the selected global library is displayed by default. Entry field for the item type of the global library. The "T4TiaLibrary" type is selected by default. Entry field for the item ID / revision ID which you want to assign to the new item. Selection box for selecting the Teamcenter project to which you want to assign the new item. Selection box for selecting the Teamcenter folder in which you want to save the new item. Entry field for a comment. 38 Programming and Operating Manual, 04/2017, A5E37747068-AB

Managing global libraries with 8.1 Saving a global library as a new item in Teamcenter Button Drop-down list Assign "Browse" (...) - (Teamcenter project) "Browse" (...) - (Teamcenter folder) OK Cancel Description You can select and add derived types by clicking on the drop-down list. The drop-down list can only be edited when derived types are defined. By clicking this button you automatically assign an item ID / revision ID to the global library. By clicking this button, the dialog "Select projects" is opened. By clicking this button, the dialog "Select Teamcenter folder" is opened. You confirm your entries by clicking the "OK" button. The dialog is closed. To exit the dialog, click the "Cancel" button. Your entries are not applied. See also "General" tab in the "Save as new item" dialog - (global libraries) (Page 38) 8.1.4 Structure of the "Additional properties" tab in the "Save as new item" dialog (global library) Structure of the "Additional properties" tab in the "Save as new item" dialog The information shown in tabular format in the "Additional properties" tab depends on: Which item type and which of its derived types you have selected. Which properties the selected item types and their derived types have inherited, and which properties are mapped in the attribute mapping file. Properties of the "Additional properties" tab The properties of item types and their derived types are displayed in read/write mode in the "Additional properties" tab. The view of the "Additional properties" tab consists of the following columns and buttons: Column Name Type Value Meaning Name of the additional properties. Type of the additional properties. Value of additional properties. Button Drop-down list OK Cancel Meaning You can add obligatory attributes by clicking on the drop-down list. You confirm your entries by clicking the "OK" button. The dialog is closed. To exit the dialog, click the "Cancel" button. Your entries are not applied. Programming and Operating Manual, 04/2017, A5E37747068-AB 39

Managing global libraries with 8.1 Saving a global library as a new item in Teamcenter Note on the "OK" button in the "Additional properties" tab in the "Save as new item dialog. The following rules apply to the operation of the "OK" button in the "Additional properties" tab in the "Save as new item" dialog: If the required obligatory attributes are not filled, the "OK" button is greyed out and not available. The "OK" button is operable when no obligatory attributes are available or when all obligatory attributes are filled. See also Editing values in the tabular view of the "Additional properties" tab - (global libraries) (Page 40) Structure of "General" tab in the "Save as new item" dialog - (global library) (Page 38) 8.1.5 Editing values in the tabular view of the "Additional properties" tab - (global libraries) The attributes of a global library that are upload to the Teamcenter (server) are displayed in read/write mode in the tabular view of the "Additional Properties" tab. Requirements for editing the values of uploaded attributes of a global library The requirements for editing the values of the uploaded attributes of a global library are as follows: The attributes of the selected item type of a global library are uploaded. The attributes of the selected item revision of the item type of a global library are uploaded. the uploaded attributes of the item master form are connected with the TIA Portal project item type. The uploaded attributes of the item revision master form are connected with the item revision of the global library. Note Note that only the above named scenarios are supported in V14SP1. All other scenarios are ignored. Please note the following: If no attributes are uploaded to the Teamcenter (server): the following information is displayed in the "Additional properties" tab: No "Additional properties" were uploaded. 40 Programming and Operating Manual, 04/2017, A5E37747068-AB

Managing global libraries with 8.2 Check out global library See also Structure of the "Additional properties" tab in the "Save as new item" dialog (global libraries) (Page 38) Structure of the "Additional properties" tab in the "Save as new item" dialog (global library) (Page 39) 8.2 Check out global library To exclusively reserve one or more global libraries for editing, you can check out the global libraries. The global libraries are locked for other users as a result. Requirements The following requires that The global library is connected to Teamcenter. The global library is open in "Read only" mode. There is no support for multiple selection of several global libraries. Procedure To edit a global library, you need to check it out as follows: 1. Select the corresponding global library from the "Global Library" pane. 2. Right-click on the global library and select the command "Teamcenter > Check out". Note Check out global library Note: If the global library was changed locally or the dataset version is older than the currently available dataset version in Teamcenter, the "Open Teamcenter library" dialog opens. 1. Clicking the "Yes" button overwrites the currently available dataset version. 2. Clicking the "No" button opens the currently available dataset version as local copy. 3. Clicking the "Cancel" button cancels the checkout. If you continue checking out, the dataset version of the global library is checked out in Teamcenter. The dataset version is locked for editing by another user. Result The global library is opened in "Write" mode again. The dataset version of the global library is checked out and marked with the symbol Teamcenter. The dataset version is locked for editing by another user. in Programming and Operating Manual, 04/2017, A5E37747068-AB 41

Managing global libraries with 8.3 Check in global library The following Teamcenter operations for working with global libraries are available to you in TIA Portal after a successful "Checkout": Save as new revision... Save as new item... Check in. Undo checkout. See also Saving a global library as a new item in Teamcenter (Page 35) Check in global library (Page 42) Creating new revision of a global library connected to Teamcenter (Page 44) Undo checkout of a global library (Page 49) 8.3 Check in global library Global libraries that you have saved in Teamcenter are in the "checked out" state. These global libraries are locked for other users as a result. Requirements The following requires that The global library is connected to Teamcenter. You have checked out the dataset of the corresponding revision of the global library. There is no support for multiple selection of several global libraries. Procedure To revoke the edit lock of the global library, follow these steps: 1. Select the corresponding global library from the "Global Library" pane. 2. Right-click on the global library and select the command "Teamcenter > Check in". Result The global library is opened in "Read" mode again. The global library has been checked into Teamcenter and the symbol removed from the folder view of Teamcenter. The edit lock of the global library is revoked. 42 Programming and Operating Manual, 04/2017, A5E37747068-AB

Managing global libraries with 8.4 Save changes to a global library connected to Teamcenter The following Teamcenter operations for working with global libraries are available to you in TIA Portal: Save as new revision... Save as new item... Check out. See also Saving a global library as a new item in Teamcenter (Page 35) Creating new revision of a global library connected to Teamcenter (Page 44) Check out global library (Page 41) 8.4 Save changes to a global library connected to Teamcenter Requirements The following requires that The global library is connected to Teamcenter. The global library is open in "Write" mode. The selected global library is connected with Teamcenter and at least one change has been made since the last opening. There is no support for multiple selection of several global libraries. Procedure To save changes to a global library connected to Teamcenter and the corresponding dataset, proceed as follows: 1. Select the corresponding global library from the "Global Library" pane. 2. Right-click on the global library and select the command "Teamcenter > Save". The new dataset version of the global library is stored in Teamcenter as a zip file under the respective revision ID. Restrictions The following restrictions must be observed: The number of dataset versions stored in Teamcenter can be configured by a Teamcenter administrator (default = 3). When the maximum is reached, the oldest dataset version is deleted and the new dataset version created. Result A new dataset version of the global library has been created in Teamcenter. Programming and Operating Manual, 04/2017, A5E37747068-AB 43

Managing global libraries with 8.5 Creating new revision of a global library connected to Teamcenter The following Teamcenter operations for working with global libraries are available to you in TIA Portal after "Save": Save as new revision... Save as new item... Check in. Undo checkout. See also Creating new revision of a global library connected to Teamcenter (Page 44) Saving a global library as a new item in Teamcenter (Page 35) Undo checkout of a global library (Page 49) Check in global library (Page 42) 8.5 Creating new revision of a global library connected to Teamcenter Requirements The following requires that The global library is connected to Teamcenter. There is no support for multiple selection of several global libraries. Procedure To create a new revision of a global library saved in Teamcenter, proceed as follows: 1. Select the corresponding global library from the "Global Library" pane. 2. Right-click on the global library and select the command "Teamcenter > Save as new revision...". With this function, the currently opened revision of the global library is used as the basis for creating the new revision. The "Save as new revision" dialog opens. The "General" tab is displayed by default. The name of the selected global library is displayed in read-only mode in the "Name" field (e.g. t4tia_object_name). The "item ID" of the selected global library is displayed in read-only mode in the "Item ID" field. 3. Optional: Assign a valid Teamcenter revision ID to the global library in the "Revision ID" field of the "General" tab. A maximum of 32 characters can be entered. 44 Programming and Operating Manual, 04/2017, A5E37747068-AB

Managing global libraries with 8.5 Creating new revision of a global library connected to Teamcenter 4. When you click the "Assign" button, Teamcenter automatically assigns the next possible revision ID to the global library. Result: The assigned revision ID is displayed in the "Revision ID" field. The "Revision ID" field cannot be edited. The "Assign" button is disabled. If you leave the field 'empty', the next possible revision ID is assigned automatically by Teamcenter. 5. Optional: If necessary, add a comment in the "Comment" field in the "General" tab. A maximum of 240 characters can be entered. Comments from the previous version are taken over by default. You can edit the comments from the previous version or leave them unchanged. 6. Confirm your entry with "OK". The global library is saved in the specified folder structure under the specified name in Teamcenter. Once the global library has been saved in Teamcenter, the "The global library was successfully saved in Teamcenter" dialog opens. Confirm this dialog by clicking "OK". An overlay symbol in the "Global Library" pane of TIA Portal indicates that the global library is connected to Teamcenter. 7. Clicking "Cancel" closes the "Save as new revision..." dialog. Result The new revision of the global library is created in Teamcenter and displayed as a new object below the last revision. When revising the global library, the dataset of the currently open global library is adopted. The corresponding dataset for the new revision of the global library is "checked out" and marked with the symbol in Teamcenter. The dataset of the older revision is checked in, the symbol You can see the symbol in the folder view of Teamcenter. is removed in Teamcenter. Programming and Operating Manual, 04/2017, A5E37747068-AB 45