p2 Dit Tceng

http://www.foa.ford.com/cad/web/plm_cad_methods.html

Virtual Engineering Virtual Engineering -- MethodsMethodsFord of AustraliaFord of Australia

Presentation to support

Digital Innovation Training Teamcenter and Teamcenter Buck

Presentation to supportPresentation to support

Digital Innovation TrainingDigital Innovation Training Teamcenter and Teamcenter BuckTeamcenter and Teamcenter Buck

PresentedBy

John Morgan

Digital Innovation Training – Teamcenter & Teamcenter Buck

Presenter John Morgan Slide 2


ContentsContents

1. Introduction to Teamcenter and Structures2. Understanding Teamcenter Items,e.g. PRG, PH, PAF, DS, DI, DR, 3. How to log in to Teamcenter via Unix and PC. 2 Tier and 4 Tier4. Understand the Navigation Pane in Teamcenter5. Search and Interrogate Data, including Remote search6. Using Referencers7. Using the portal Viewers, My Teamcenter and PSE8. Understand and use variant management9. Understand the importance of Precise and Imprecise assemblies10. Understand the use and importance of Revision Rules.11. Displaying part and assembly PMI in Teamcenter12. Sending data to Teamcenter Visualization (VisMockup)13. Quick Launch Bucks (CD4), Teamcenter Buck (U375)14. Understand the Engineers role in the Global Change management process15. Sharing data using Teamcenter mail and Folders16. Where to get help17. How to apply for Teamcenter Access and submit PC details for Install.18. Q and A




FAQFAQ

The following Introduction to C3P-NG will answer the following questions.

1. What is Teamcenter

2. What does C3P-NG mean

3. What is an integrated product structure

4. What can Teamcenter do?

5. What are Items and Item revisions?




What is TeamcenterWhat is Teamcenter

Teamcenter is a Product Data Management system that utilizes a set of tools used to manage all the processes, applications and information required to design, manufacture and support a product throughout its lifecycle. The goal of Teamcenter is to provide a single, common interface for managing and/or accessing all data within an organization.




Includes the complete vehicle content only

Place- holder Place

holder

Place holder

EBOM

Design Solution

Design Instance

CAD

Design Rep

CAD CAD

Engineering Bill of Material

Differentiates vehicle, supporting design and collaboration!Simultaneous eng. with same data for multiple consumers!

VSS Node

Node

Node

Design Solution

Design Instance

CAD

Design Rep

CAD CAD

Contains vehicle information required to support the design of the vehicle, e.g. Vehicle Requirements

Vehicle Support Structure

ECS enables engineers to share i.e. CAD proposals. ECS also holds other specific deliverables.

Engineering Collaboration Structure

Node

Collaboration

PDN Deliverables

CAE Deliverables

Node

ECS

Design Context

CAD

Vehicle Program

Single location for all Program Design data

Plant-specific view of BoM & includes content required to manufacture the vehicle (Locator, Dimensional, etc.)

Manufacturing Bill Of Material

NodeNode

NodeMBOM

Design Instance

CAD

Design Rep

CAD

Integrated Product StructureIntegrated Product Structure Design Solution BasedDesign Solution Based




Place- holder Place

holder

Place holder

EBOM

Design Solution

Design Instance

CAD

Design Rep

CAD CAD

Engineering System Representation

Vehicle Position Instance

Design Representation Item (TCe Part representation)

CAD datasets (IDEAS, CATIA, JT, CGR)

CPSC II Product StructureCAD

Structure

Structure terminologyStructure terminology Design Solution BasedDesign Solution Based

Place holder

Place holder

Place holder



Virtual Engineering Virtual Engineering -- MethodsMethodsFord of AustraliaFord of AustraliaExample of CDV

Configured Digital Vehicle




What can Teamcenter What can Teamcenter Engineering do?Engineering do?

You can use the Teamcenter Engineering Rich Client to:

1. Manage multi-CAD data 2. Reuse data between different product structures3. Eliminate duplicate data and minimize the number of models needed in CAD

sessions4. Search and retrieve data5. View Parts, assemblies and structures using a lightweight viewer. 6. Provide revision control to ensure access to latest data7. Provide access control and vaulting to ensure integrity of data8. Manage processes and procedures9. View configurable product structure10. Define and manage variant definitions.



ItemsItemsItems




ItemsItems

An item is the fundamental object used to manage information in Teamcenter Engineering. Items are generally used to model revision-controlled product data.Each item has a label containing two specific pieces of information:

Item ID - a unique identifier for the item. No two items can have the same item ID.Item Name - a short description, usually using logical names like BOLT, BRACKET or FRT RR DR PNL OTR. These names are company specific and should match the name in MPNR.




Item Revision StatusItem Revision Status

Item Revision Status DetailsNo Status(i.e., implicit working or WIP)

Working data:is still being worked oncan change at any timeis not meant to be shared, although data is visible.

FrozenWhen work on the revision is complete, or at an

intermediate review point, it is frozen so no further modifications can be made. At this point, the revision may be shared.

Frozen data:is not modifiable and does not changecan be in reviewcan be sent to other installations using multi-siteis a snapshot in time.

PublishedA revision that has been through the appropriate

reviews or approvals and is intended for general consumption is published.

Published data:is design intent datais not modifiable and does not changecan be reviewedis intended for sharingcan be used for all collaboration purposescan be extracted for Digital Build.

Released-PWhen a revision is released into production (J1).

Released-P:

Released-P data:is not modifiable and does not changecan be rejected after reviewedcan be used for all collaboration purposescan be extracted for digital build.




Common Item typesCommon Item types

Design Solutions (DS)• The Design Solution item type (brown sphere) is used for a complete, buildable combination

for a specific variant. • This is similar to, but not always the same as a Master Package.

Design Instance (DI)• The Design Instance item type (yellow sphere) manages the vehicle position of an item that

has a CAD representation.Design Representation

• The FDR item type (blue sphere) is used for Ford CAD parts and CAD assemblies, such as:• 3D geometry (light models and fully detailed models)• Weld joints• Illustrations.




ExampleExample (Design Solution Structure)(Design Solution Structure)



Getting Started in

Teamcenter

Getting StartedGetting Started inin

TeamcenterTeamcenter




Getting Started Getting Started FAQFAQ

The following questions will be answered in the next section.

1. How do I start Teamcenter2. Can I use Teamcenter on my PC3. Is there a difference between the PC and Unix version.4. What is 2 Tier and 4 Tier?5. Can I customize my Teamcenter session?



Logging inLogging inLogging in



Remote loginRemote loginRemote login

Remote Training Only

Skip this section




Remote Desktop ConnectionRemote Desktop Connection DesignerDesigner

To login to a remote training client from a PC1. Select Remote Desktop Connection, i.e.

[Start]>[All Programs]>[Accessories]>[Communications]>[Remote Desktop Connection]2. Enter the Host Name corresponding to your User Name3. Once connected, enter the User Name and Password provided by your Instructor

User Name PC HostName / IP Addressdesign01 Provided by your Instructor

design02 Provided by your Instructor







Student User ID

Student Password

Training Client Host name

Training User Name and PasswordUser Name traini36

Password Provided by your Instructor




Logoff from Remote PCLogoff from Remote PC

It is important to Log Off at the end of each training session to enable the remote PC to be used by others.

To log Off from the remote PC and make it available

for other user it is important to use the Log Off option

Disconnect leaves you logged onto the remote PC,

making it unavailable to other users




Unix LoginsUnix Logins

Remote Host Name UNIX User Name Unix Password

c3ptrn01 design01 roomc3pc3ptrn02 design02 roomc3pc3ptrn03 design03 roomc3pc3ptrn04 design04 roomc3pc3ptrn05 design05 roomc3pc3ptrn06 design06 roomc3pc3ptrn07 design07 roomc3pc3ptrn08 design08 roomc3p




Starting C3PNG Applications Starting C3PNG Applications in the Production Environmentin the Production Environment

Application Start Command

Teamcenter Portal 2 Tier tceng

Teamcenter Portal 4 Tier tceng -4t

I-DEAS ideastceng

Catia V5 catiatceng

UNIX




To start Teamcenter from a To start Teamcenter from a Terminal windowTerminal window

tceng

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UNIX




Teamcenter LoginsTeamcenter Logins EngineersEngineers

In the production environment your Outlook name and password is used to login to Teamcenter.

Remote Host Name Teamcenter User Name Teamcenter Password

c3ptrn01 engineer01 roomc3pc3ptrn02 engineer02 roomc3pc3ptrn03 engineer03 roomc3pc3ptrn04 engineer04 roomc3pc3ptrn05 engineer05 roomc3pc3ptrn06 engineer06 roomc3pc3ptrn07 engineer07 roomc3pc3ptrn08 engineer08 roomc3p




Starting C3PNG Applications Starting C3PNG Applications on a PC (4 Tier)on a PC (4 Tier)

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PC XP




Teamcenter ServersTeamcenter Servers

Use the following chart to select the server you wish to enterin the 4-Tier login window.

CBG Site Acronym Site NameFord of Mexico FOM FOM2PE1Ford of North America (Detroit) FNA PDCLOC1Ford of South America (Brazil) FSA FSA1PE1Ford of Europe (Dunton UK) FOE2 FOE2PE1Ford of Europe ((Merkenich DE) FOE1 FOE1PE1Volvo Car Company (Sweden) VCC VCC1PE1Ford of India (Chennai) FET IND1PE1Ford of China (Nanjing) FCO FCO1PE1Mazda (Hiroshima) MAZ MAZ1PE1Ford of Australia (Melbourne) FOA FOA1PE1




Navigation PaneNavigation Pane

The Navigation Pane is used to help manage and control objects used on a consistent basis. It is modifiable, and set up into several distinct areas:Quick SearchQuick LinksOpen ItemsHistoryFavoritesI Want ToPrimary ApplicationsSecondary Application Icons.




Home FolderHome Folder

Home is where you create and keep objects that you want to maintain a reference. It can contain any object including, Items, Item revisions, Folders and Datasets, etc.An object in your Home location is actually a link and has a reference to that object in the database. A reference is similar to a shortcut created on your desktop.Clicking on the [Home] Icons will open the Home folder. By default each user has the following folders, Mailboxand Newstuff



Search and Interrogating DataSearch and Interrogating DataSearch and Interrogating Data




Search and Interrogating DataSearch and Interrogating Data FAQFAQ


1. How can I find a part in Teamcenter?2. Can I search by Prefix, Base and Suffix? 3. Can I search for a part on another site? 4. Can I display various information relating to a part?5. How do I know which revision I should be using?6. How can I display the Change Level Indicator?7. Can I view the geometry in Teamcenter?8. Once I have found a part, is there a way I can then find the Design Instance

assembly that a part is positioned in?9. Can I use Teamcenter to view an assembly?10. If I have started more than one Teamcenter application, how do I switch between

them?11. If I send a program to PSE, how can I view a particular Variant?




Advanced SearchAdvanced Search

Advanced searches of the database can be made by the following method;

1. Picking the [Search] icon.

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Searching the databaseSearching the database

To Search for the following data enter the information in the search field and Press the Green Arrow or Press the Enter key on the keyboard

1. All Items in database whose Item ID starts with PRGa) What is entered into the search fieldb) How many items were found in the database?

2. All Items in database whose Item ID includes 4L34 (Not recommended outside of training room)

a) Why is this type of search not recommended?b) What is entered into the search fieldc) How many items were found in the database?d) How many displayed? e) How can we see the next page?f) How can they all be display

3. How many lines are shown in the Open Items pane?a) Is it possible to view the previous search results?

4. All Items in database whose Item ID include the prefix 4L34 and 8320 in the base, For this search use the option [Rerun]a) What must be entered into the search field?b) How many items were found in the database?c) Has this search appeared in the Open Items pane as a new search?




P1 vs. P2 Item comparisonP1 vs. P2 Item comparison

ID = FDRJM0022800J01

P2P1

ID = JM00-22800-J-INS-01




Changing Search CriteriaChanging Search Criteria

1. To change the Item type, pick [Change…] to display the ‘Change Search’ menu.

2. Pick the [System Defined Searches] tab, scroll the list and select the Object type to search for.

• The top part of the list is ‘your favourites’ search types.11

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Simple SearchingSimple Searching

The [Item ID] Advanced search form is the default option and has just one field for the Item ID.This will display all item types that match the search criteria.This is similar to the [Quick Search]

The [Item – simple] Advanced search form has the ‘Item ID’ field for the Item ID as above, but has the additional [Name] , [Description] and [Type] field.The Type field is used to specify the type of Item, e.g. FDR, DI, DS etc.Note: Clear the form to remove the default object type [Item]Note: the [Description] Field is seldom used in Ford




Search ExampleSearch Example

Search for the Item Set Type to F_Ford DesignRepItem ID 8K16-A243B60-AName BRKT FRT BDY PNL

1. Copy the Item and paste it into your Home Folder 2. Expand the Item, How many revisions?3. Is there a working Revision?




Remote SearchRemote Search

The remote search function does not search individual sites, but instead it searches an intermediate server called ODS (Object Directory Server)The ODS contains a record of all Items that exist on all other sitesThe remote search enables the user to establish which server owns the data.




Owning SiteOwning Site

1. It is possible to narrow the search down to a particular site by choosing the Owning Site from the list of servers.

2. The results displayed after a search are those objects that have an ‘Owning Site’ attribute that matches the one selected.

3. Only the Items are shown, and it is not possible to display revisions and thus display geometry.

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Viewing Remote DataViewing Remote Data

1. It is not possible to expand the Items, to view the revisions.

2. The user then logs onto that site using 4 Tier, repeats the search and can then display the object in a Teamcenter viewer, or send to Tc-Visualization (VisMockup)

1122



Interrogating Teamcenter ObjectsInterrogating Teamcenter Objects




Open Items My Teamcenter

1. To Open a Teamcenter Object; select the object e.g. an Item, and pick the icon [Open the selected object]

2. The Navigation pane Open Items displays the Items currently open in the current application, i.e. My Teamcenter, PSE will display a different list.

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Closing Open ItemsClosing Open Items

1. To close an Open Item, Place the cursor anywhere in the Window banner and press [RMB] to display a drop down menu.

2. Pick [Close] to close a single open item, or

3. Pick [Close All] to close all open items.Objects are removed from the Open Itemslist as they are closed.




Viewing Object DetailsViewing Object Details

Various details of the selected object can be displayed in the following windows;




DetailsDetails

Various columns display information relating to;

• The contents of a single selected object,

• The selected objects if a Multiple selection is made.

Columns can be Added, Removed, Moved.Teamcenter remembers the column configuration for each Item and Item revision type.




Inserting ColumnsInserting Columns

1. Place cursor over the column to insert before and press [RMB]

2. Pick [+ Insert column(s)…] to display the Change Columns window.

3. Double click on the appropriate Category and Type to display available columns.

4. Select the required columns and [+] them to the Displayed columns pane.

5. Reorder if necessary, then and pick [Apply] and [Cancel]




Viewer

The Portal Viewer has functionality similar to TcVis AKA VisMockup.




ReferencesReferences

[Where Used] displays assemblies that contain the selected item revision.[Where Referenced]displays objects in the database that reference the selected object.




Referencers ExerciseReferencers Exercise

The objective of this exercise is to locate an FDR item revision, find the DI and DS parent assemblies.1. Search for an Item AB39-2120204-A-INS-01 (*AB39*2120204*A*)2. Copy the item and Paste to your Home Folder.3. How many revisions does the item have?4. What is the Change level Indicator of revision 1?5. What is the Master Format?6. What is the Release Status of revision 2?7. Who is the Owner?8. Select item revision 2 and display the Referencers panel, set the following, and if necessary

double click the item revision within the Referencers window to commence the search;• Where: Used• Rule: Precise Only• Display: Object• Depth: One Level

9. Repeat for Revision 110. How many assemblies does this revision of the part belong to?11. Double click the assembly, to search for higher assemblies, What Item type has been found?12. What program does the Design Instance belong to?13. Double click the DI to search for a higher assembly. What type of item has been found?14. What is the CPSC that the Design Solution belongs to?15. Select a DS revision and pick [Open]16. Select the Design solution Item and Copy to the Teamcenter Clipboard.17. Return to, and select your Home folder18. Pick the [Paste] icon, the DS should now be visible under the Home folder.




Send to PSESend to PSE

To send assemblies and structures to PSE1. Place cursor over an assembly item

revision,2. [RMB]>[Send To]>[PSE]




Work Between Launched Applications

Each application opened appears as a Tab.

1. Switching between running applications can be achieved simply by picking the appropriate tab.




PSE ViewerPSE Viewer

Two methods to display the PSE portal viewer window;1. Pick [View]>[Show/Hide data panel],2. The [Show/Hide the data panel] icon must be picked.




Exterior

Chassis

Interior

…Vehicle

Program

EBOM

ECS

MBOM

VSS

Integration of CAD Design & Visualization models with Product Structure & BOM

Management of high number of digital systems and complete vehicle variants with features expression.

V1

V2

V3

Design-Solution Setup

V1

V2

V3

Vehicle Configuration Management(Variants)

MBOM

VSS

ECS




Variant RulesVariant Rules

A Variant Rule is a collection of vehicle Variant Conditions/ Variant Expressions which are applied / used to configure buildable combinations.

Variant Conditions are created when a concatenation of one or more Variant Options and their Values / MFAL codes determined by Marketing, are applied to an object to identify the specific vehicle configuration it will solve.

Users can set, create and or modify Variant Rules or use predefined Saved Variant Rules referred to as Control Models. This will assist the user in working more efficiently by filtering to specific configurations when designing in the context of a program structure.

Variant RulesRevision Rules




Variant RulesVariant Rules




Loading Variant RulesLoading Variant Rules




Show Unconfigured VariantsShow Unconfigured Variants

You can show or hide all unconfigured components by choosing [View]>[Show Unconfigured Variants]. When you choose this command, Teamcenter toggles between showing and hiding all unconfigured components in the structure.If you wish to apply the current Variant Rule, the [Show Unconfigured Variants] option must not be tickedIf you want to override the current Variant rule and show all components in the structure without clearing the Variant Rule, tick the option [Show Unconfigured Variants]



Precise and Imprecise assembliesPrecise and Imprecise assembliesPrecise and Imprecise assemblies




Precise AssembliesPrecise Assemblies

A precise assembly references a specific Item revision of each item included in the assembly.This can be seen by expanding the ‘View’ folder below the assembly Item revision.




Imprecise AssembliesImprecise Assemblies

An Imprecise assembly does notreferences a specific Item revision, instead it references Items.This can be seen by expanding the ‘view’ folder below the assembly Item revision.Depending on the Revision Rule being used in PSE, the assembly could be configured to display any one of the item revisions of each item being referenced by the assembly.



Revision RulesRevision RulesRevision Rules




IntroductionIntroduction

Revision rules are combinations of filters used to configure an assembly.Revision rules are applied to any structure or assembly sent to PSEIt is important to understand that a revision rule WILL configure the structure and assemblies according to the current rule.Before choosing a rule you should be asking yourself the question;

What do I want to see?




Default Revision RuleDefault Revision Rule

When an assembly or Structure is sent From My Teamcenter to PSE, loaded to Catia V5, I-DEAS, or to Teamcenter Visualization the Default Rule is used to Display and configure the assembly.

Unexpected results can occur when loading an assembly to the CAD system or TcVis from My Teamcenter if the Default Rule is unknown or understood.

It is recommended that assemblies are loaded to the CAD system or Teamcenter visualization via PSE so the affects of the revision rule may be seen prior to loading.

The Default Revision Rule can be set by the user, by picking [Edit]>[Options]>[PSE]

020_Published




Revision Rule SummaryRevision Rule Summary

• The choice of which rule to use depends on what revisions you wish to see.

• The Default revision rule can be set by the user. [Edit]>[Options]>[PSE] and is used when loading assemblies to Catia V5 and I-DEAS from ‘My Teamcenter’

• It is important to understand that a revision rule WILL configure structures and assemblies according to the current rule regardless of whether they are Published, Frozen, Working, Precise, or Imprecise.

• It is recommended to load assemblies from PSE to view the configuration prior to loading to the CAD system or TcVis (VisMockup).

• It is very important to understand the Revision rule concepts to make sure you are displaying and loading the correct data.

• The PSE application displays Precise as Green.

• Place Holders are always Imprecise and when attached to the EBOM must have the status TMPL to enable them to appear in the Digital Buck.

• Design Solutions, Design Instances, and Design Representation assembly structures attached to the EBOM must be Precise, and the Design Solution must be Published for it to appear in the Buck



PMIPMIPMI




Product Manufacturing InformationProduct Manufacturing Information FAQFAQ


1. Is the 1st Frame and PMI for parts and assemblies stored in Teamcenter?2. Is there any difference between viewing PMI for Catia and I-DEAS data.3. What is a dataset?4. I know the CAD model has PMI, but it does not display in Teamcenter, why?5. I cannot locate the 3D PMI toolbar.6. Where is the 1st frame information for I-DEAS parts and Assemblies.7. What is a PMI Tree, how do I display it?8. Prior to a Release how can I display the revision block of a part/assembly to enable me to check

the following;• WERS notice number has been entered correctly• The names in the Revision Block are correct, i.e. Matseng, Supplier code, CAD suprvisor,

CAD Designer, Engr, etc.• Descriptions in Revision Block are correct? Examples: A1 Hole was 6.5 DIA., RELEASE

AV79-123456-AB.9. How can I check that the changes in the revision block have been identified on the 3D model or

drawing.10. Is it true that I cannot display assembly PMI in PSE?11. Can I display a 2D drawing in the viewer?12. The Teamcenter viewer seems to have some limitations, can I send data from Teamcenter to

Vismockup (TcVis)?13. I have heard that for some programs a file based buck will not be available. How will I be able to

view Bucks for those programs?




PMI and JT datasetPMI and JT dataset

Product Manufacturing Information (PMI), i.e. data including welds, locators, first frame, Motion files etc. associated with a CAD file is contained within the respective JT file. For PMI to be displayed in the Portal Viewers or TcVis a valid JT Dataset must be present below the item revision to be viewed.

Part JT Assembly JT

No JT = No PMI display



Virtual Engineering Virtual Engineering -- MethodsMethodsFord of AustraliaFord of AustraliaFirst Frame Information and 3D PMI First Frame Information and 3D PMI

for for Catia V5 Parts and AssembliesCatia V5 Parts and Assemblies

Catia V5 parts• 3D PMI, e.g. Dimensions, GD&T etc. is

displayed in the 3D viewing area, i.e. attached to the 3D model.

• The First Frame information associated to parts is currently displayed as any other PMI in the 3D viewing space, normally close to XYZ zero.

Catia V5 Assemblies• Providing that the assembly has a valid JT

dataset, the First Frame information associated to the assembly is extracted into User Attributes and is viewed in separate windows.

• Other PMI is displayed in the 3D viewing space .

• A JT file is required for the display of PMI



Virtual Engineering Virtual Engineering -- MethodsMethodsFord of AustraliaFord of AustraliaFirst Frame Information and 3D PMI First Frame Information and 3D PMI

for for II--DEAS Parts and AssembliesDEAS Parts and Assemblies

1. 3D PMI, e.g. Dimensions, GD&T etc. is displayed in the 3D viewing area, i.e. attached to the 3D model.

2. The First Frame information associated to parts and assemblies is classed as META DATA and held within two files, attached to the I-DEAS dataset

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Datasets (2D Drawings)Datasets (2D Drawings)

Catia V5

I-DEAS

http://fordsup.myigetit.com/course/document.asp?docID=10005641




Catia V5 DrawingCatia V5 Drawing

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5. Change History6. Title Block7. Notes

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1. Catia drawing dataset2. Folder containing the link to the

part/assembly the drawing has been created from.

3. Revision of part/assembly4. Dataset that references the 2D

drawing image. Image CGM datasets are automatically generated for both Catia and I-DEAS drawings upon a CheckIn




II--DEAS V5 DrawingDEAS V5 Drawing

1. I-DEAS drawing dataset2. Reference component Dataset3. Revision of the part/assembly the

drawing has been created from.4. Dataset that references the 2D

drawing image. Image CGM datasets are automatically generated for both Catia and I-DEAS drawings upon a Check-In

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5. Change History6. Title Block7. Notes

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Viewing IViewing I--DEAS metadata in DEAS metadata in MyTeamcenterMyTeamcenter

1. In MyTeamcenter, press [RMB] over the I-DEAS dataset to display the contextual menu.

2. Click [View I-DEAS Description] or [View I-DEAS Change History] to display the metadata associated with the I-DEAS part or Assembly.

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Virtual Engineering Virtual Engineering -- MethodsMethodsFord of AustraliaFord of AustraliaPSE Portal Viewer PSE Portal Viewer

Display PMI for top level Display PMI for top level Assembly only (Catia V5 Example)Assembly only (Catia V5 Example)

1. Ensure that the assembly containing the PMI/ First Frame Information has a valid JT dataset.

2. Send the assembly to PSE.3. Turn the Data panel on and select the

[Viewer] tab.4. Display all geometry, by checking the

box adjacent to the top level assembly. DO NOT select the assembly

5. Enable the PMI toolbar and click the [Toggle Multiple or Single Entity Mode]. This will display any 3D PMI for the Top level assembly only.

6. To enable the display of the First Frame Information, pick the [Show Hide PMI Tree] icon from the [Create Markup] toolbar to display the PMI tree.

7. Expand the User Attributes folder to display the First Frame Information objects.

8. Check the box adjacent to the information to open the attribute windows.

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Teamcenter VisualizationTeamcenter VisualizationTeamcenter Visualization




Open in TcVisOpen in TcVis (Teamcenter Visualization)(Teamcenter Visualization)

Parts and Assemblies can be sent directly from Teamcenter to Teamcenter Visualization (VisMockup)Parts are best sent from MyTeamcenterAssemblies are best sent from the Product Structure Editor (PSE)

Parts1. In MyTeamcenter select the Item revision2. Pick [File]>[Open in TcVis]

Assemblies1. Open the assemblies in PSE2. Set the revision rule3. Select the assembly4. Pick [File]>[Open in TcVis]

In both cases above an icon exists that can be picked to send the part, or assembly to TcVis

MyTeamcenter Toolbar




Show Show Open in Teamcenter VisualizationOpen in Teamcenter Visualization




Open a part in TcVis Open a part in TcVis

1. Select the item revision that you wish to display.2. To send it to TcVis pick [File]>[Open In TcVis] or the icon3. In TcVis display the part geometry by ticking the adjacent box.

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Display part PMIDisplay part PMI

1. Press [RMB] over the part and pick [Show PMI]. The part PMI will now be visible.2. Pick the PMI Tab to display the PMI tree relating to the selected part and enable individual PMI

objects to be displayed in the graphics area.

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Quick Launch BucksQuick Launch Bucks




Teamcenter BuckTeamcenter Buck

The U375 Digital Buck is a TCe Buck, and is different from the previous File Based Bucks (FBB)To view the U375 Digital Buck, and other Teamcenter Bucks each user require access to Teamcenter (user name and Password)

1. To open the U375 TCe buck on a PC go to https://dept.sp.ford.com/sites/apapdengineeringvirtualengineering/integration/Pages/pdvsessions.as px

2. Click on ALL_T6_TCe_Bucks which currently only contains the U375 Basic Design Buck.3. The link titled, T6 combined File Based Buck and TCe Buck is a session file containing the

existing T6 PDV session and the newly created U375 Tce buck.

https://dept.sp.ford.com/sites/apapdengineeringvirtualengineering/integration/Pages/pdvsessions.aspx

https://dept.sp.ford.com/sites/apapdengineeringvirtualengineering/integration/Pages/pdvsessions.aspx



Teamcenter Engineering Global CAD Release process

Teamcenter EngineeringTeamcenter Engineering Global CAD Release processGlobal CAD Release process




Global CAD Release processGlobal CAD Release process FAQFAQ


1. What is this new CAD release process everyone is talking about??2. Where can I read more about it?3. I have been told that a CN object is used in the release process, what is a CN?4. I cannot find an Item type CN, how do I search for a Change Notice object in

Teamcenter.5. Is the the Engineers responsibility to create the CN object?6. I have located the CN object, how do I know what data and revisions are to be

released?7. What is a Workflow Process?8. How will I know if I have a Change Notice to signoff?9. What happens after it get approved?10. It’s not always straight forward, what if I have a special scenario?




OverviewOverview CAD Release ProcessCAD Release Process




IgetitIgetit Change MethodsChange Methods

Refer to the Global C3PNG methods via Igetit Pick the C3PNG Methods link (top left) to go to the appropriate method Global CAD Release and Change Management Process Overview

http://fordsup.myigetit.com/method/index.asp?C=10001257




The CN ObjectThe CN Object

A Change Notice is roughly equivalent to a design release package for CAD data. A Change Notice is a Teamcenter object that groups a set of components related to change.The ID of the Change Notice is the WERS Notice Number.The Change Notice must include items to be released according to a WERS notice.The Change Notice is submitted to a workflow for review and approval in a more formalized change process.

For the current phase the CN object will be created manually by the Designer, in the future it is anticipated

that it will be generated automatically




Searching for a CNSearching for a CN

Change Notice (CN) is an Item of type EngChange. Searching for a CN is the same as searching for an item with type of EngChange.To search for a specific CN,

1. Change the search list to [Item-Simple]2. Change the [Type] to EngChange3. Enter the WERS notice number in the Item ID field.

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Create a CN ObjectCreate a CN Object (Designer)(Designer)

1. Select a Folder where the CN Object should created.2. [File]>[New]>[Change] and Pick [CN] type from the left pane3. Change ID

For Global Release Process enter the WERS notice number –Example: NB00E11735067000 No spaces, No underscores or hyphens, Caps Lock On,

4. Change Revision IDClick on [Assign] to automatically assign the Change ID.Change Revision ID is a 3-digit number assigned in sequence, and must start with 001.

5. Change NameEnter a name for the CN object to describe the type and purpose of changeUp to 32 characters, if more space is needed, select the Description tab and enter further description text Change Description field. Recommendation: Enter the Program and the CDSID of submitter, e.g. P375_JMORGA14

6. CN Priority: Leave as default, i.e. [2=Normal]

7. Fast Track:Leave as default [No].

8. Assign to ProjectSelect the [Assign to Project] tab and select the programs required for the Change Notice from Projects for Selection pane, use single arrow to assign to the selected projects, or the double arrow to assign to all projects.

9. FinishReturn to the [Change Attributes] tab and click [OK] or [Apply] to commit changes.

For the current phase the CN object will be created manually by the Designer, in the future it is anticipated that it will be generated automatically

http://fordsup.myigetit.com/method/unit.asp?unitID=10002049




Populate the ChangePopulate the Change (Designer)(Designer)

Copy and Paste necessary items into the Solutions Items, Affected Items andReferenced Items folders, i.e.

Release Content by CAD scenario:Hybrid CATIA Assemblies:


https://www.foa.ford.com/cad/web/plm_cad_methods/00_new/16_2_Global_Release/New_fdj_workflow_scenarios.pdf

https://www.foa.ford.com/cad/web/plm_cad_methods/00_new/16_2_Global_Release/New_Hybrid_Assemblies_PPM_Audit.pdf




What is aWhat is a Workflow ProcessWorkflow Process

Workflow stems from the concept that all work goes through one or more processes to accomplish an objective.

When using a workflow, documents, information, and tasks are passed between participants during the completion of a particular process.

In Teamcenter a Workflow is used to apply a status to a structure or component in a controlled manner, e.g. with approval.

Depending upon the object selected the following workflows may be available.

• 010_Submit_For_Frozen

• 020_Submit_For_Published

• 030_Submit_For_Release_P

For the CN object and the components within the folders to receive a release status, the CN must be submitted to the “030_Submit_For_Released-P”workflow.

The 030_Submit_For_Released-P workflow requires an approver, this can be singe or multiple people.



Virtual Engineering Virtual Engineering -- MethodsMethodsFord of AustraliaFord of AustraliaSubmit to the Submit to the

Release _P workflowRelease _P workflow (Designer)(Designer)

1. Prior to running this workflow all data to be released must have at minimum a Frozen status.

2. Highlight the change revision to be submitted.

3. Pick [File]>[New]>[Workflow Process].4. Select 030_Submit_For_Released_P

from the Process Template pull-down menu.

5. Pick [OK]6. The CN revision, the Solution and Affected

item revisions will display an “In Process symbol” to show that the object is currently in a workflow process.

Note: Do not make any changes in the Tabs, [Process Template] and [Assign All Tasks]

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Select the SignSelect the Sign--Off teamOff team (Designer)(Designer)

The sign-Off team is a person or team identified to approve the workflow.The person who submitted the CN to the workflow (Designer) would also assign the approver/sFor Phase 1 of the Global Release process only one person is required to approve the workflow, and this can be the submitter, for Phase 2 it should be the responsible Engineer.

1. In MyTeamCenter, Select [My Worklist] from Quick Links2. Expand the Tasks to Perform folder to display any tasks to be attended to.3. Select the appropriate task, i.e. (Select-signoff-team) and display the viewer panel.4. To assign the sign-off-team, pick [Users] from the viewer pane. This will initially display the

details of the current user. As a different person must be assigned to approve the workflow, i.e. the Engineer, change the Group, Role and User details to display the required approver.

5. Pick the [+] to add the user/s to the Sign-Off Team6. Confirm the Signoff Team by checking the box adjacent to [Ad-hoc done]7. Pick [Apply] to continue with the workflow and close the form.8. The name of the task will change to (perform signoffs)9. An email will be automatically generated and sent to the approver.

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PerformPerform--signoffssignoffs (Engineer in Phase Two)(Engineer in Phase Two)

1. In MyTeamCenter, select [My Worklist] from Quick Links2. Expand the Tasks to Perform folder to display any tasks to be attended to.3. Select the appropriate task, i.e. (perform-signoffs) and display the viewer panel4. Expand the target folder to view data, parts, drawings and assemblies waiting for your approval. The data

can be reviewed using the portal embedded viewers or TcVis.5. Pick the [No Decision] link and choose to [Approve] or [Reject]. 6. The comments field should be used to record the reason for rejection. 7. Pick [OK] when done.

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Approve Vs RejectApprove Vs Reject

If the task is Approved;

• The link in the Decision column changes to green and reads Approve

• An email is sent to the submitter and the approver/s stating that the workflow has been approved. The mail will also display any text entered into the comments field.

• The CN revision will receive the status of ReleasePending

• The components to be released, i.e. the contents of the Solutions and Affected folders will not be given a status at this stage, but will display the in process symbol.

• Once the corresponding WERS notice receives "R" and the CNSync script is run, the ReleasePending status of the CN changes to CO Released-P

• The components to be released will receive the status Released_P

• Note that CNSync affects only the latest revision of the CN that has the status Release Pending, previous revisions are not affected.

• The item revisions in the Affected and Solution folders also receive Published status if they do not already have it.

If the task is Rejected;

• If the workflow is rejected by a member of the signoff team, then the Rejection stops the workflow process and changes the Decision link to red and reads Reject.

• The CN revision is given a Status of Rejected and displays a Chequered Flag symbol below the revision.

• An email is sent to the submitter and the approver/s stating that the workflow has been rejected. The mail will also display any text entered into the comments field.

• Once the reason for rejection has been rectified, then a new revision of the CN is necessary to re-submit the CN object to the workflow.



Sharing DataSharing DataSharing Data

Foldersand

Teamcenter mail




Sharing using FoldersSharing using Folders

Standard FoldersFolders are ideal for sharing data.Other users can use and copy data located within a Folder.Other users may not add or delete data from this folder

Group FoldersFolder names starting with G_ allow other users within the same group as the folder creator to add their own data for sharing purposes.

Note: Users with an Viewer role will not be able to add to Group Folders




FoldersFolders

A Folders in Teamcenter is used in the same way as they would be in any windows package, i.e. to organize and share data.As with other new objects created in Teamcenter, a folder will appear below the selected object.

1. Decide where you would like the folder to appear prior to picking [File]>[New]>[Folder]

2. Enter the name of the new Folder.




Teamcenter MailTeamcenter Mail

Teamcenter mail is an ideal method of sharing data.Users can attach single or multiple objects to Teamcenter mailTeamcenter mail can be sent to a single user or distribution list.Teamcenter mail should not be confused with Ford mail.The recipient will receive a confirmation email to his/her Ford email account.




Sending mailSending mail

1. Select the object/s to send2 . [File]>[New]>[Envelope…]




Sending mailSending mail Selecting RecipientsSelecting Recipients

3. Type the recipient’s CDSID in the [To…] field, or

4. Select the [To…] box and search for the recipients

5. Add the users to create a [To…] and [Cc] recipient list as required.

6. Enter a Subject and if required, a message.

7. Use the [X] command to remove objects from the Attachment list.

8. Use the [+] command to add objects from the Teamcenter clipboard

9. Select [Send] when done.

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Receiving MailReceiving Mail

Mail can be viewed by expanding the Mailbox folder within your Home directory.

The objects should be copied and pasted to another folder and the envelope deleted.



HelpHelpHelp




APA C3P PLM + CAD APA C3P PLM + CAD Methods Methods




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Applying for Teamcenter Applying for Teamcenter AccessAccess

Teamcenter access is only granted after completing a recognised Teamcenter Training course

https://web.c3p.ford.com/secure/cdx/ng_access_forms/index_ngaccess.html

https://web.c3p.ford.com/secure/cdx/ng_access_forms/index_ngaccess.html




Submit PC DetailsSubmit PC Details

To enable Teamcenter to be installed on to your PC it is necessary submit details of your PC to the IT department.The required details can be entered into a SharePoint form and can be found by following this link

https://dept.sp.ford.com/sites/apavirtualengc3pngmethods/Lists/Tce Trained Users Hardware Info/NewForm.aspx?RootFolder=%2Fsites%2Fapavirtualengc3pngmethods%2FLists%2FTce%20Trained%20Users%20Hardware%20Info&Source=https%3A%2F%2Fdept%2Esp%2Eford%2Eco



Questions?Questions?Questions?



The EndThe EndThe EndThank You for your attention

Good Luck!

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