CoCreate OneSpace 2007 Training Model Manager 2007 User Training

Welcome!

Agenda  Model Manager overview  User interface overview  Using Model Manager  Conclusion

1 Model Manager overview  This section covers: Model Manager description How it differs from previously released CoCreate products How it can help you work A user interface tour

1.1 What is Model Manager? Database Model Manager is your Modeling connection to the database. OneSpace Modeling Model Manager

1.2 Key features  Enhanced Bill of Materials (BOM) functionality Scan BOM BOM Editor BOM report wizard  Create new versions of Masterdata, or reuse existing Masterdata  More preferences to control the Model Manager user interface  Create tasks and schedule jobs Clash Analysis 2D Format Generation Plot

1.3 How does Model Manager help you work? ? Model Manager puts your data where it belongs—in a database. Database

1.4 How does Model Manager differ from Desktop and from Design Data Manager?  User interface  Behind the scene More robust integration  Improved use model Top-down save  Performance improvement

1.5 Starting Model Manager a a b b

1.5 Starting Model Manager (2)

1.5 Starting Model Manager (3)

1.6 The Model Manager and Design Data Management menu panels

1.7 Activate the Model Manager toolbar

1.8 Accessing Model Manager functionality: the Model Manager toolbar Workspace Save Reload Add Thumbnail DB Properties Reserve Unreserve Refresh Status All Allow Edit Save Snapshot

1.8 Accessing Model Manager functionality: the Modeling Structure Browser

1.9 Model Manager user interface tour  Workspace window  Dynamic menus  Load window  Refresh Status button  Status information  Save window  Online help

1.9.1 The Workspace window (1)

1.9.1 The Workspace window (2) a a b b

1.9.2 Dynamic menus

1.9.3 The Load window

1.9.4 The Refresh Status button

1.9.5 Status information

1.9.6 The Save window

1.9.7 Model Manager online help

2 Database integrity  Components of database integrity  Package files v. 3D data format

2.1 Components of database integrity  Model uniqueness (system ID)  Unique identifier for the database  Contents ID

2.2 3D data format  3D data formats vs. package files Today’s training

2.2 3D data format (2)  3D data formats vs. package files, continued Factors to consider

2.3 Preparing classroom data  Load  Assign new System ID  Save it to the database Use the Rename Wizard to create unique names

2.3.1 Assign new System IDs 2a 2c 2b

2.3.2 Save the model

2.3.3 Rename assembly/parts 1 1

2.3.4 Details 1 1

Model Name

Shared objects 1 1

Edit model name

2.3.5 Save 3D

3 Finding data  Basic search  Additional search fields  Save your searches

3.1 Basic search

3.1 Basic search (2)

3.2 Additional Search fields

3.3 Save your search 1 1

3.3 Save your search (2) 2 2

3.3 Save your search (3) 4 4

3.4 Modify your saved search 2 2

3.4 Modify your saved search (2)

3.5 Create a prompted search

4 Loading objects with Model Manager  Load from the Model Manager Workspace  The Load window  Check populated Details fields

4.1 Load from the Workspace window A A D D C C B B

4.2 The Load window (1) 1 1

4.2 The Load window (2) 2 2

4.2 The Load window (3) 3 3

4.2 The Load window (4) 4 4

4.2 The Load window (5) 5 5

4.2 The Load window (6) 6 6

4.3 Load Options

4.3 Load Options (2)

4.3 Load Options (3)

4.4 Tips: Loading

5 Refresh status

6 Adding thumbnails

7 Editing preferences

7.1 The Workspace tab

7.2 The Thumbnail tab 4 4

7.3 The Advanced tab

7.3 The Advanced tab (2)

7.3 The Advanced tab (3)

7.3 The Advanced tab (4)

7.3 The Advanced tab (5) Show attachment folders for models and drawings and Show shares folders for models checked Show attachment folders for models and drawings and Show shares folders for models not checked

8 Top-down saves in Model Manager  Save locations  Modify a part  Perform a top-down save  Create a change note

8.1 Three ways to save

8.2 Modify a part

8.2 Modify a part (2) 6 6

8.3 Top-down save

8.3.1 Filter and Search

8.3.2 Change note 7 7

9 Database properties

9.1 Database properties: Edit and Full modes

9.2 Database properties: Table Edit

10 Organizing Data Topics: Packets Projects Folders Favorites

10.1 Packets  Primary form of data access control  Like envelopes Open and edit contents Seal and send to another person or group Remove unwanted items

Packet Terminology  Personal packet  Working packet Data saved in working packet Reserved byEditable by me? Referenced in packet Someone else No Reserved in packet Me Yes Unreserved from packet No one No

Packets and work states a a

Working Packet

Copy/paste object(s)

Cut/paste object(s)

Drag and drop an object Single objects only

Send a packet

10.2 Projects  Organize and assign roles for folders and documents  Enabled by system administrator

Project Roles  Control who can access and change projects, folders, and documents  Default roles Project Manager – all permissions within the project OWNER – owns the project and has all permissions for the project Folder Creator – may create new folders Document Author – may create and change documents Document Reader – may view and save subprojects, folders, documents and files Releaser – may change a document’s state to released Part Releaser – may change a part’s state to released Locker – may change a document’s state to locked Approver – may change a document’s state to approved Designer – may create and change documents, view and save subprojects, folders, documents, and files Part Designer – may create and change parts

Roles and permissions RoleChange stateCreate folderCreate/Modify document View projects, folders, documents Project ManagerYes OWNERYes* ReleaserReleased onlyNo Yes Part ReleaserReleased onlyNo LockerLocked onlyNo Yes ApproverApproved onlyNo Yes Folder CreatorYes Document AuthorYesNoYes Document ReaderNo Yes DesignerNo Yes Part DesignerNo Parts onlyYes * OWNER role only has full permission on items they own

Creating Projects

Create a Project and Modify Roles

Create a Project and Modify Roles (2)

Create a Project and Modify Roles (3)

Controlling Project  The project whose roles control access to an item  A packet controlled by a project is governed by the project’s roles 6 6

Project Views and Visibility  Project view – items visible in the project  An item can be visible in more than project  Items visible in a project view might or might not be controlled by the project

Project Views and Visibility (2)

Project Views and Visibility (3) 15 14

Restoring the Confirmation Dialog

10.3 Folders  Organize documents and folders in folders  Inherit project’s roles Cannot assign roles or permissions directly to folders

10.4 Favorites  Your custom view of the data  Always includes My Subscriptions and My Packets  May include other items

Organize Favorites

11 Working in teams  Reserving and unreserving objects  Subscriptions  Notifications  Running Model Manager and Drawing Manager standalone

11.1 Reserving and unreserving objects  You must reserve an object before you can edit it  Only one person can reserve an object at a time  You must unreserve a reserved object before someone else can edit it

Reserving and unreserving activity You are ready to perform a teamwork exercise in Model Manager. With a partner, follow the directions below to:  Find a part  Reserve a part  Modify a part

Reserving and unreserving activity (2) You are ready to perform a teamwork exercise in Model Manager. With a partner, follow the directions below to:  Find a part  Reserve a part  Modify a part

11.2 Subscriptions

11.3 Notifications  Let you know when you are working on an older version  Compare your session data with the database data Interval determined in your preferences  Use Refresh Status All in Modeling to trigger a refresh  A pop-up dialog alerts you when you are working on an older version

Exploring Notifications 8a b 9 9

Exploring Notifications (2) 12 11

11.4 Investigating conflicts

11.4 Investigating conflicts (2)

11.5 Resolving conflicts  Assign new SysID to local model  Replace local model with DB model  Replace DB model with local model (DB Overwrite or New Version)

11.6 Model Manager and Drawing Manager standalone  Start from the Windows Start menu  Created for non-CAD team members  Install from Software Distribution Server  Launches 3D Access, Model Explorer, or Modeling to view models  Launches 2D Access, Drafting, or Annotation to view drawings  Limitations Cannot save drawings, models, or assemblies Cannot send a BOM view to Annotation

12 Reload 3D

12 Reload 3D (2)

12 Reload 3D (3) 12 11

13 Update

13 Update (2) 2 2

13 Update (3)

13 Update (4)

13 Update (5)

14 Partial Load a

14 Partial load (2)

15 Using snapshots

15.1 Saving a snapshot

15.1 Saving a snapshot (2)

16 Replace by version

16.1 Replace by version

16.1 Replace by version (2) 12a 12b

16.1 Replace by version (3) 13a 13c 13f 13b

17 Lightweight models  Graphical representation of a 3D model, without the geometry  Automatically saved starting with Modeling 2007  Benefits of Lightweight models when working with very large assemblies Load models faster and in less memory than full 3D models See the visual context around the models on which you are working Select models for reload visually rather than trying to identify them from a partial load structure  Limitations of Lightweight models Can’t modify a Lightweight model Can’t generate an eDrawings or XVL file from a Lightweight model Can’t use Lightweight models and simplifications together

17.1 Load Lightweight models 2a 4 4 2b

17.2 Change load type

18 Model Manager in Annotation  Start Annotation  Create an Annotation drawing  Save an Annotation drawing  Load an Annotation drawing  Modify associated 3D data  Save modified Annotation drawing

18.1 Start Annotation

18.2 The Model Manager 2D toolbar Workspace Save Add Thumbnail DB Properties Reserve Unreserve Update Titleblock

18.2 The Model Manager 2D toolbar (2)

18.3 Create and save a drawing (1)

18.3 Create and save a drawing (2)

18.3 Create and save a drawing (3)

18.3 Create and save a drawing (4)

18.4 Modify 3D object and update 2D drawing  Delete 2D and 3D data  Modify 3D object  Update 2D drawing  Save 3D and 2D

18.4 Modify 3D object and update 2D drawing (2)

18.4 Modify 3D object and update 2D drawing (3)

18.4 Modify 3D object and update 2D drawing (4)

18.4 Modify 3D object and update 2D drawing (5)

18.4 Modify 3D object and update 2D drawing (6) 5b 6 6

19 Title blocks

19.1 Create and place text on drawing

19.2 Customize text

19.3 Modify the text reference

19.3 Modify the text reference (2)

19.4 Modify title block frame type

20 BOM Editor  Masterdata  Scan BOM  Add Child part  Assign position numbers  View BOM  Edit BOM  Compare BOMs  BOM Checkpoints  BOM Splits  Options, Views, and Effectivities  BOM Report Configurations  Export BOM

20.1 Masterdata Masterdata for part #101 Masterdata for part #102 3D model Gear.sd 2D drawing of gear Gear.mi Material AMaterial B

20.2 Scanning a BOM 3 3

20.2 Scanning a BOM (2)

20.2 Scanning a BOM (3) a a b b d d c c

20.3 Add new child part to a BOM  Automatically link new Masterdata to top-level Masterdata  Manually place existing Masterdata under top-level Masterdata

Automatically link new Masterdata element to top-level Masterdata

Manually place existing Masterdata under top-level Masterdata

20.4 Assigning position numbers d d c c b b a a

20.5 Viewing a BOM report

20.5 Viewing a BOM report (2)

20.5 Viewing a BOM report (3)

20.6 Editing a BOM

20.6 Editing a BOM (2) 4 4

20.7 Comparing BOMs

20.7 Comparing BOMs (2)

20.8 BOM Checkpoints 2 2

20.8 BOM Checkpoints (2)

20.9 BOM Splits

20.10 Options, Views, and Effectivities

20.10 Options, Views, and Effectivities (2)

20.10 Options, Views, and Effectivities (3) 7 7

20.11 Report Configurations 2 2

20.12 Exporting a BOM Report

20.12 Exporting a BOM Report (2)

21 Managing Design Simplifications  Simplified representation of a part or assembly Obscures details Faster loads  Can’t create a simplification of a Lightweight model

21.1 Saving a simplification

21.1 Saving a simplification (2)

21.2 Verify simplification

21.3 Load a simplification

 Common Task Information  Create a task: Clash Analysis  Create a task: 2D Format Generation  Create a task: Plot 22 Tasks

22.1 Common Task Information

22.2 Create a task: Clash Analysis

22.2 Create a task: Clash Analysis (2)

22.3 Create a task: 2D Format Generation

22.3 Create a task: 2D Format Generation (2)

22.4 Create a task: Plot

22.4 Create a task: Plot (2)

23 Conclusion  Summary  Other resources