Appearance Configuration Guide

132 Pages·2013·1.7 MB·English

Teamcenter 10.1
Appearance Configuration Guide
Publication Number
PLM00021J
Proprietary and restricted rights notice
This software and related documentation are proprietary to Siemens Product
Lifecycle Management Software Inc.
© 2013 Siemens Product Lifecycle Management Software Inc. All Rights Reserved.
SiemensandtheSiemenslogoareregisteredtrademarksofSiemensAG.Teamcenter
is a trademark or registered trademark of Siemens Product Lifecycle Management
Software Inc. or its subsidiaries in the United States and in other countries. All
othertrademarks, registeredtrademarks, orservicemarksbelongtotheirrespective
holders.
2 AppearanceConfigurationGuide PLM00021J
Contents
Proprietary and restricted rights notice . . . . . . . . . . . . . . . . . . . . . . . . . 2
Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Getting started with appearance configuration . . . . . . . . . . . . . . . . . . . . . . . 1-1
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Configuring appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Appearance Configuration interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Basic concepts for using appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Basic tasks using appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20
Unsupported functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20
Syntax conventions used in this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-21
Configuring for appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Configuring Teamcenter for appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Setting Teamcenter preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Set environment variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Configuring user exits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Configuring Workflow processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
Editing effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Creating saved queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Creating revision rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Creating appearance attribute mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Creating Classification searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Configuring NX and Lifecycle Visualization . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Configuring optional functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12
Choosing a functionality level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-18
Running the Update Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Running the Update Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Update Manager processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Working with Update Manager packages . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Processing structure changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Configuring the Update Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Start the Update Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Stop and restart the Update Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14
Running the Update Manager utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14
Using the Appearance Configuration application . . . . . . . . . . . . . . . . . 4-1
Using the Appearance Configuration application . . . . . . . . . . . . . . . . . . . . . . 4-1
Add a new revision rule (column) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Add a new root item (row) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Find set contexts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Set flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Create an appearance attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
PLM00021J AppearanceConfigurationGuide 3
Contents
Define how appearance sets are tracked . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Creating and updating appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Creating and updating appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Creating a bootstrap appearance set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Checking system operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Releasing the product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Updating appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Solving problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Solving problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Frequently asked questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Detecting and repairing inconsistencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4
Using diagnostic tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17
Command reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Index-1
Figures
Appearance update mechanism . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-11
Historyless appearances mechanism . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15
Creating a published appearance set . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16
Performing a remote appearance search . . . . . . . . . . . . . . . . . . . . . . . 1-18
Modifying a structure at a remote site . . . . . . . . . . . . . . . . . . . . . . . . . 1-19
Sequence of events following structure change . . . . . . . . . . . . . . . . . . . 3-6
Structure changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
Location of log files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9
4 AppearanceConfigurationGuide PLM00021J
Chapter
1 Getting started
Getting started with appearance configuration . . . . . . . . . . . . . . . . . . . . . . . 1-1
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Configuring appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Appearance Configuration interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Appearance Sets pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Appearance Attribute Mapping pane . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Rich client perspectives and views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Basic concepts for using appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Working with appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
Understanding occurrence and appearance threads . . . . . . . . . . . . . . . . . 1-7
Creating appearance searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8
Making appearances searches in Structure Manager . . . . . . . . . . . . . 1-8
Using historyless appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8
Execute an all history search in Structure Manager . . . . . . . . . . . . . . 1-9
Clear all-history lines in Structure Manager . . . . . . . . . . . . . . . . . . . 1-9
Enhancing searches with other attributes . . . . . . . . . . . . . . . . . . . . . . . . 1-9
Creating appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10
Creating appearance searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10
Enhancing searches with other attributes . . . . . . . . . . . . . . . . . . . . . 1-10
Updating appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10
Creating a spatial cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-11
Generating a spatial cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-11
Updating the spatial cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12
Performing a spatial query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12
Configuring appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12
Release date only mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13
Unit effectivity only and date effectivity only modes . . . . . . . . . . . 1-13
Unit effectivity plus release date mode . . . . . . . . . . . . . . . . . . . . 1-13
Updating appearances for precise assemblies . . . . . . . . . . . . . . . . . . . 1-14
Updating appearances with incremental change . . . . . . . . . . . . . . . . . . . 1-14
Creating historyless appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14
Using Multi-Site Collaboration with appearances . . . . . . . . . . . . . . . . . . 1-15
Basic tasks using appearances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20
Unsupported functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20
Syntax conventions used in this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-21
PLM00021J AppearanceConfigurationGuide

Chapter
1 Getting started
Getting started with appearance configuration
The appearances functionality allows Teamcenter to cache a configured product
structure, permitting faster searching of the structure for components configured at
a specific date or unit.
When an administrator creates an appearance cache, end users can perform spatial
searches in Structure Manager, for example, to find all components within one
centimeter of a selected part. They can combine appearance searches with other
queries, for example, queries for item revision master attributes, Classification
attributes, or occurrence notes. You can also implement appearance searches with
Repeatable Digital Validation (RDV), defining your searches in the DesignContext
application. TheAppearanceConfigurationapplicationallowsyoutrackandmanage
the appearance sets necessary to support these tasks.
You can build a query to prefilter a set of components in Teamcenter that you can
subsequentlyloadintoaCADsystem. Forexample,youcanqueryforallcomponents
within three centimeters of the left, front wheel, with item identifier 345234, as of
1st May 2007 with material of Steel and class of Fastener. While you can create
these filters in the CAD application, it may not be possible to set the configuration
date or unit. Also, there may be performance issues with very large structures.
Appearances are intended for very large structures with between 30,000 and
130,000 BOM lines.
Before you begin
Prerequisites You must have system administrator privileges to create
bootstrap appearance sets for the products you want to track
with the Appearance Configuration application.
Access to the Appearance Configuration application may be
restricted and you may be unable to start it, even if you have
administrator privileges.
For more information, see the Security Administration Guide.
Enable Before using this capability, you must create appearances, as
Appearance described in Creating and updating appearances.
Configuration
The Appearance Configuration application does not need to be
enabled before you use it.
PLM00021J AppearanceConfigurationGuide 1-1
Chapter1 Getting started
Configure There are additional steps you must perform before you can
Appearance configure appearances.
Configuration
For more information, see Configuring appearances.
Start the
Appearance Click Appearance Configuration in the navigation pane.
Configuration
application
Configuring appearances
Note To configure appearances, run appearance searches or view JT files, you
must have the necessary RDV (Context Management) client and server
licenses. No license is required to generate appearances.
Ensure you have created all the necessary occurrence notes in Structure
Manager before you start to define the attribute mappings.
1. Set Teamcenter preferences, as described in Setting Teamcenter preferences and
Set viewer preferences.
2. Set environment variables, as described in Set environment variables.
3. Configure user exits, as described in Configuring user exits.
4. Configure workflow processes, as described in Configuring Workflow processes.
5. Create saved queries, as described in Creating saved queries.
6. Create revision rules, as described in Creating revision rules.
7. Configure NX and Lifecycle Visualization, as described in Configuring NX and
Lifecycle Visualization.
8. Optionally, configure historyless appearances. See Managing historyless
appearances before starting any of the configuration procedures, if you plan to
use historyless appearances at your site.
9. Optionally, configure appearances for both precise and imprecise structures. See
Creating appearances for precise and imprecise structures before starting any
of the configuration procedures, if you plan to create appearances for precise
structures.
10. Optionally, configure appearances for a Multi-Site Collaboration environment. If
you use appearances with Multi-Site Collaboration, see Configure a Multi-Site
Collaboration environment.
Use the checklists in Choosing a functionality level to ensure you complete all the
configuration procedures.
1-2 AppearanceConfigurationGuide PLM00021J
Getting started
Appearance Configuration interface
The Appearance Configuration application user interface comprises two panes,
Appearance Sets and Appearance Attribute Mapping.
Appearance Sets pane
Item Function
Root Item list Top-level (root) item tracked by the appearance set.
View list Views being tracked. Ensure you select the required
view type (BOM view) when multiple views are
present.
Revision Rule list Revision rule applied to the appearance set. The
column header contains the name of the revision rule
and you can double-click the header to display its
full details.
Right-click the cells in this column to display more
information about how the appearance is tracked.
The symbols shown have the following meanings:
• Spatial data –
• No spatial data –
• With history –
• Without history –
• Supports remote search (published) –
• Does not support remote search (not published)
–
Untracked appearances have a blank cell.
Top Add button Displays the Create New Context dialog box allowing
you to create a new revision rule column.
Top Delete button Deletes a selected revision rule column.
Bottom Add button Displays the Create New Appearance Set dialog box
allowing you to add a new row for a new tracked root
item.
Bottom Delete button Deletes a root item and any appearance sets tracked
on it. The appearance set is not deleted (destroyed)
until you click Save.
Save button Saves any changes in the database.
PLM00021J AppearanceConfigurationGuide 1-3
Chapter1 Getting started
Item Function
Restore button Retrieves previous appearance sets from the
database. Any changes are lost.
Refresh button Updates any previously selected row or column in the
table.
Note Root Item and View Type are always the first two columns in the table.
During scrolling, they may move out of view but are restored on completion
of scrolling.
Appearance Attribute Mapping pane
Use the Appearance Attribute Mapping pane to define the occurrence notes you
want to track. These occurrence notes apply to all appearance sets. To track an
occurrence note, create the corresponding appearance attribute, and then map it
to the occurrence note.
Item Appearance Attribute Mapping pane
Mapping list Displays the appearance attributes to
occurrence note mappings.
Use the arrow to sort the list in ascending or
descending alphanumeric order.
Occurrence Note Types box Lists the defined occurrence notes used to
map to appearance attributes. The necessary
occurrence notes must already exist in
Structure Manager before you define any
mappings.
Appearance Attributes box Lists the created appearance attributes.
Add and Delete buttons Creates or deletes an appearance attribute.
Save and Restore buttons Restores previous appearance sets from the
database. Any changes are lost.
Rich client perspectives and views
Within the Teamcenter rich client user interface, application functionality is
provided in perspectives and views. Some applications use perspectives and views to
arrange how functionality is presented. Other applications use a single perspective
and view to present information.
Note Your administrator can use the HiddenPerspectives preference to prevent
the display of some Teamcenter perspectives in the rich client.
For information about editing preference values, see the Preferences and
Environment Variables Reference.
If your site has online help installed, you can access application and view help from
the rich client Help menu or by pressing F1.
1-4 AppearanceConfigurationGuide PLM00021J