00 V5R14 Toprint PDF

Student Notes:
SMARTEAM Fundamentals
Copyright DASSAULT SYSTEMES 1
STUDENT GUDE
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SMARTEAM
Fundamentals
SMARTEAM Training
Foils
Version 5 Release 14
September 2004
EDU-SMT-E-SFL-FF-V5R14
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Objectives of the course
This course explains the various principles and procedures used
by SMARTEAM to implement the PLM concept. You will learn how
to work with SMARTEAM - Editor and Workflow, and how to use the
various functionalities provided by these modules for
incorporating PLM in your day-to-day work.
Targeted audience
New SMARTEAM Users
Prerequisites
None
2 days
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How to Use this Guide
What the student can find in the guide and how to use it during/after the class:
TOC
Structure
Lessons
Introduction screens
Skillets conceptual screens
Exercises
Summary
Progressive exercises
Reference to Master Exercises to be completed throughout the week
(see EDU-SMT-E-SFL-FX-V5R14 book)
Looking for info...
Sending feedback to DS:
Contact:
Yann Malet
e-mail: yml@ds-fr.com
Global offer and Complementary material:
Companion for on-the-job aid (Electronic support system + refresher + updates)
SMARTEAM online documentation for task description
F1 for contextual help
Certification ad:
Getting certified... (www.3dplm.com/certification)
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Table of Contents (1/5)
Introduction to SMARTEAM 9
SMARTEAM and PLM 11
Terminology in SMARTEAM 25
To Sum Up 36
Getting Started with SMARTEAM - Editor 37
What is SMARTEAM - Editor 38
How SMARTEAM - Editor Can Help You 39
SMARTEAM - Editor Features 40
Office Integration 41
Classes and Sub-Classes 42
Super Class Documents 44
Tree Links 45
Links Combination 46
Linking Information 47
General Links 48
CAD Integration Links 49
SMARTEAM - Editor Interface 50
Object Trees 51
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How to Modify the Tree Properties 52
Time to Practice 54
Managing a Project 55
Adding Information 56
Viewing Details 66
Linking Information 77
Manipulating Information 85
Time to Practice 91
Searching SMARTEAM Information 92
Introduction to Searching Information 93
Creating a Search 97
Using a Search 112
Time to Practice 118
Managing Object Views 119
Displaying Views 120
Creating Views 130
Setting View Options 134
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Viewing SMARTEAM Information 138
Cimmetry Viewer 139
eDrawings Viewer 154
Lifecycle Management 163
Introduction to Lifecycle Management 164
Lifecycle Mechanism 171
Using Lifecycle Options 183
Lifecycle and File Operations Report 192
Part Behavior 197
About Part Behavior 198
Lifecycle Graph of Part 199
How to Promote a Part 200
Using SMARTEAM - Office Integration 204
About SMARTEAM - Office Integration 205
SMARTEAM - Office Integration Interface 206
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Using SMARTEAM File Explorer 209
About SMARTEAM File Explorer 210
How to Launch SMARTEAM File Explorer 211
Discovering Object States 212
Discovering the Toolbar 213
Discovering Menus 214
Introduction to SMARTEAM - Workflow 217
Business Challenges for an Enterprise 218
Business Processes in an Enterprise 219
About SMARTEAM - Workflow 220
SMARTEAM - Workflow Modules 221
SMARTEAM - Workflow Terms 222
Flowchart Designer Terms 223
Power of SMARTEAM - Workflow 224
How SMARTEAM - Workflow Can Help You 225
To Sum Up 226
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Main Tools 227
About Tools Available in SMARTEAM - Workflow 228
Flowchart Designer (1/2) 229
Flowchart Designer (2/2) 230
SmartBox 231
Workflow Manager 232
To Sum Up 233
SMARTEAM Mailbox - SmartBox 234
About SmartBox 235
How SmartBox Helps 236
To Sum Up 237
Using SMARTEAM - Workflow 238
Using SMARTEAM - Workflow 240
Initiating a Process 241
Working with a Process 253
Managing a Process 262
Keeping Track of the Process 268
To Sum Up 273
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Introduction to SMARTEAM
In this lesson you will learn how SMARTEAM implements PLM, and you will get
familiar with its terminology.
SMARTEAM and PLM
Terminology in SMARTEAM
To Sum Up
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Introduction to SMARTEAM
You will learn how SMARTEAM fulfills the PLM requirements and you will get
familiar with the terminology used.
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SMARTEAM and PLM
You will learn how SMARTEAM fulfills the PLM definition, and where
SMARTEAM provides specific support for the related functions.
Purchasing
Test
Maintenance
Analysis
Suppliers
Planning
Engineering
Simulation
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Product Lifecycle Management (PLM) Definition
Source: CIMdata Inc.
A strategic business approach that applies a consistent set of
business solutions in support of the collaborative creation,
management, dissemination, and use of product definition
information across the extended enterprise from concept to end
of life integrating people, processes, business systems and
information.
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PLM Elements
Product Structure Management / Configuration Management
Create, maintain, communicate and browse product structures and configurations
Link related data and information to the structure
Manage changes on product through effectivities and revisions
Document Management
Manage different document types
Classify documents by attributes (Profile Cards)
Search and retrieve by attributes and relationships
Lifecycle management revision control
Change/Process Management Workflow
Automate the companys engineering processes using a Workflow tool
Manage engineering changes ECO, ECP, ECN
Authorization
Revision Control
Classification and Retrieval
Partner Collaboration Tools
Enable collaboration and exchange of information with sub-contractors, suppliers and
customers
Web-based
Extended security
Simple and intuitive
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SMARTEAM as PLM Solution for an Enterprise
Marketing
Requirements
Planning & Concept
Engineering
Design Product
Engineering
Prototype
& Testing
Maintenance
& Repair
Assembly
& Manufacturing
Purchasing
Manufacturing
Engineering
Sales &
Distribution
SCM
ERP
CRM
Office CAD
In the PLM space, SMARTEAM works hand in hand with Authoring Tools (e.g., CAD legacy
systems, MS Office, etc.) and Information Systems (e.g., ERP, SCM, CRM, etc.) that are
commonly used in an enterprise.
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SMARTEAM Coverage
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From Concept To Realization
SMARTEAM is aimed to store and manage all the files and information created in the
various lifecycle stages of a Product.
This implies that the data related to your product during its whole lifecycle is made
available by SMARTEAM to the right people at the right time.
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Concept Phase
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SMARTEAM will help you to store, retrieve and reuse data generated during the Concept Phase.
The Concept Phase typically includes the following activities :
Collect requirements
Currently document driven approach
Specifications
Marketing or Customer inputs
Standards / Regulations like ISO/CE/FDA/CME/GMP
System Engineering is used for more complex Products
Requirements
Functions
Analyze data for reuse
Existing design packages can be used
Relations to CAD design data and Bill of Material
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Planning Phase
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SMARTEAM helps you to structure and breakdown the work that needs to be done during
the Planning Phase.
Planning Phase involves :
Creating an overall project plan
Divide the project into sub-projects
Modularize the Product
Allocation of resources
Human resources
Machines
Locations
Budget
Risk Management
Identify critical activities
Identify critical dependencies
Create what-if scenarios
Defining gates
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Development Phase (1/2)
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SMARTEAM will help you to capture knowledge acquired during the Development Phase.
The Development Phase targets the following activities:
Design of the Product
Defining and engineering modules
Identifying critical parts and new parts
Creating an engineering BOM
Approval process for the design
Prepare the Product for manufacturing
Defining how the Product is going to be built
Tooling / Finishing of the Product
Creating a manufacturing BOM
Prototyping the Product
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Development Phase (2/2)
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Starting from either a phantom BOM with documents to be related, or starting from an
engineering BOM towards a BOM with related documents.
Process of engineering and preparing for manufacturing is a concurrent process, even
for the development of modules in the Product.
In order to support you in these processes, SMARTEAM offers several useful features:
Versioning (no major revisions are used in this phase)
Communication support through workflow or mail
Notifications
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Qualify Phase
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SMARTEAM will help you to organize and find previously saved information of the Product
you are working on during the Qualify Phase.
Activities in the Qualify Phase:
Test the prototype
Validate the prototype based on specifications, requirements and standards
Define packaging of the product
Variants
Region-specific offerings
Spare parts / maintenance options
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Launch Phase
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SMARTEAM lets you include additional information for the Product during the Launch Phase.
The Launch Phase would typically involve:
Bringing the Product to the field
Documentation
Enable manufacturing
Global / Regional
Manage suppliers
Serialization / Batch-Serial ID
Sharing information with the ERP system
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Support Phase
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SMARTEAM will help you during the Support Phase, since information and changes will be
stored related to the Product and can be easily found.
Support Phase requires:
Maintaining the Product in the field
Manage as-built situation
Handle service requests
Manage ECR/defects
Upgrade products
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Consistent Set of Business Solutions using SMARTEAM
A consistent set implies that the system manages information that can be shared
between applications and people.
The following types of information are managed in a PLM environment
Projects
Documents
Parts
Products
Contacts
Users - resources
Flow Processes:
Bidding Process
Release Process
New Part Approval Process
New Product Introduction Process
Engineering Change Request
Engineering Change Order
CAD1 CAD1
ERP1 ERP1
CRM CRM
ERP 2 ERP 2
PLM
PLM
ERP3 ERP3
PM PM
CAD2 CAD2
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SMARTEAM Universe
Highlighted below is the positioning of SMARTEAM - Editor in the SMARTEAM Universe.
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Terminology in SMARTEAM
You will learn the definitions of the various objects handled in the default
SMARTEAM database.
Projects
Documents
SMARTEAM
Parts
Bill of Material
Contacts
ECR, ECO
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Projects
A Project can be decomposed into smaller projects
In a company that provides products to the market, the Project is often an R&D Project used
for innovation of a Product (range)
Information storage is often project-based, therefore the vault can be related to the Project
Profile Card for Project
Details pertinent to each
SMARTEAM object are well
captured in the Profile Card.
A Project is an activity that has a certain lifetime and brings deliverables generated by
resources. It might also be the delivery for a Product.
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Documents
Documents usually have a lifecycle (revision)
Documents usually have a relation to a file
Documents have a predefined lifecycle
3D CAD files are handled as documents inside SMARTEAM
Specifications and 3D CAD models and parts are definition data
Drawings, memos, reports are associated data for a product
Document structures can be used to define a product
The document structure could represent the digital mockup
Profile Card for Document
Profile Card for CATIA Part
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Parts
When SMARTEAM is used as a PLM system with
the documents linked to the parts inside SMARTEAM
all the information is available within one system.
In case SMARTEAM is used as a document management system related to an ERP system where the
part definition is in the ERP system only - the user needs to search in two systems to get the full
information around a product which is harder to handle by a user. This will slow down innovation.
Parts are the physical representation
Parts have their own lifecycle independent from documents
Parts are either managed by revision or by effectivity or both
Parts can be classified into families
Parts are the objects used to communicate with an ERP system
Many engineering-only companies consider a part equal to the 3D CAD part
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Bill of Material
There can be several types of BOMs in a system
The most used are:
Engineering BOM
This structure is usually based on the design (3D CAD Structure) and represents the
view of the engineer on the product. In SMARTEAM, the engineering BOM is often
stored in the Documents class
Manufacturing BOM
Usually this structure is meant when talking about the BOM. The structure
represents the product with its options as it is going to be manufactured
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Contacts
Contacts Manufacturers, Vendors, Customers
Manufacturers, Vendors and Customers are all contacts related to product data
The source is often managed in an ERP or CRM system
Manufacturers and Vendors are used for the qualification process related to their
products (part information, contracts, etc.)
Customer information is used in order to store date related to a customer (quotation,
correspondence, contracts, etc.)
Profile Card for Contacts
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Workflow Process
Integrating people, processes, business systems and information
Workflow processes allow people to execute repeatable, measurable processes
Integration of workflow with collaboration tools allows people to share data and update
each other with accurate information
Known processes are:
Bidding Process
Release Process
New Part Approval process
New Product Introduction process
Engineering Change Request
Engineering Change Order
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Bidding Process
Starts with an RFQ (Request for Quotation) from a prospect
Company needs to come with a proposal within a limited time, managing delivery time, quality,
costs and risk
Focus on:
understanding and capturing the customer requirements
Trying to reuse as much as possible known designs to reduce the risk and lower the price
To invest as effective as possible in engineering the solution, due to the fact that only a
certain percentage of answered bids are successful
Flowchart for Bidding Process
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Release Process (1/3)
The release process goes through several stages:
Approved by engineering
Approved for prototype
Approved for manufacturing
Purpose of the release process is to have a fully defined BOM with approved and
released related defining documentation
Quality systems compliancy requires measurable and traceable release processes
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New Part Approval Process
Companies wants to avoid unlimited new parts due to:
Handling costs administration, communication with possible suppliers, manage
quality process
New risks or time delay
Less power to negotiate
Component Engineer / Standardization Board are the main bodies to evaluate the
process
New Product Introduction Process
High level process that covers all the activities around the
development of a product, covering all the PLM phases from
Concept to After Sales/Support
Coordinates all stages and disciplines
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Engineering Change Request (ECR)
Can come from anywhere in the organization or field after the product has passed its
engineering stage
ECR needs to be analyzed for its impact
Might lead to an immediate change in the product (ECO) or later implementation (RFE)
Not always managed in a company as a process, but stored to be reviewed when a
change is planned for the product
Engineering Change Order (ECO)
The process of executing a change on an existing product
In many companies it is a combination of the ECR process
ECO processes can be nested
The result of the ECO process is a new product or a new revision of the product, based
on company rules
Often FFF (Form, Fit, Function) is used to define if a revision or new release is needed
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To Sum Up
SMARTEAM is able to store for you all the information around a product
generated during its entire lifecycle
This information can be project information, documents, bill of materials,
suppliers and more
Integrations allow you to store data in SMARTEAM working directly from your
application
SMARTEAM features like versioning, status information and notification allow
you to quickly access the correct version and know which actions to perform
Workflow processes standardize the companys business processes, making
them traceable and repeatable, so improvements can be quantified
SMARTEAM is a secure environment where all product lifecycle data is managed
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Getting Started with SMARTEAM - Editor
You will learn about the general concepts in SMARTEAM - Editor and get
familiar with its user interface.
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What is SMARTEAM - Editor
SMARTEAM - Editor is a revolutionary, rapidly implementable Product Lifecycle Management
(PLM) solution
SMARTEAM - Editor enables you to rapidly build a data model that is:
Well-structured
Highly visual
Fully customizable
Customization is done using some graphical and user-friendly
wizards
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How SMARTEAM - Editor Can Help You
SMARTEAM - Editor allows you to:
Organize storage and access of data
Facilitate flow of documents throughout the organization
Support concurrent engineering development
Manage the lifecycle of the stored objects
Reduce costs due to errors at every stage of development
Enable greater control and security over data through the use of
revision mechanism and electronic vaults
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SMARTEAM - Editor Features
Visual hierarchical representation of the Product Structure
Embedded viewer for browsing files in their native formats without the need for external
applications
Comprehensive search tools
Seamless integration with Microsoft Word, Microsoft Excel, SMARTEAM - SolidWorks
Integration, SMARTEAM - CATIA V5 Integration, AutoCAD and more
Enhanced integration and customization tools
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Office Integration
From Office applications, Excel spreadsheets and Word documents can be easily saved into
SMARTEAM thanks to the SMARTEAM toolbar and menu provided within these applications.
Therefore, when these toolbars are displayed, you can:
Microsoft Excel
Microsoft Word
Save documents directly into the database
Manage the document lifecycle
Search for documents
Define mappings between information in the document and SMARTEAM attributes
Use the SMARTEAM Files Explorer (to manage all local documents)
SMARTEAM Toolbar SMARTEAM dropdown menu
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The data structure in SMARTEAM - Editor is organized around Classes and Sub-Classes,
displayed in tree links
Classes and Sub-Classes (1/2)
Projects
Project
Documents
Folder
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Document
CAD Files
Image
Snapshot of Class Browser in
the Search by Attribute panel
Super Class
Abstract Class
Leaf Class
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Classes and Sub-Classes (2/2)
This snapshot is an example of the Document Breakdown Structure.
Super Classes allows you to organize information into generic categories.
Super Class
Leaf Class
Leaf Class
Leaf Class
A Super Class is the topmost
class in any branch of a class tree.
All objects created in SMARTEAM
are instances of Leaf Classes. Here
each node of the tree is an instance
of a Leaf Class.
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Super Class Documents
Here it is the complete Document Breakdown Structure delivered with the sample database.
This is an illustration of how a Super Class contains Leaf Classes and Abstract Classes.
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Tree Links
Turbine
Fuel Pump
Engine
Quantity = 4
Quantity = 32
Blades
In SMARTEAM - Editor all the data is organized into separate groups of information (Super
Classes) with a rich link structure definition.
The Tree Links describe parent-child relationships and are seen only within a Super Class.
Attributes such as Quantity and Effectivity Dates can be defined on the Tree Links. The
Effectivity Date can be used to filter the tree, in order to see the tree on a specific date (see
tree properties).
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Links Combination
Projects
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Lead Class
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Through this example, you can see the link definition from a sample database
Between objects within the same Super Class you can create a hierarchical link, a CAD link
and a general link
Between objects created from different Super Classes you can create only a general link
Legend: Allowed link
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Linking Information
CATIA Links
Tree or Hierarchical Links
General Links
SMARTEAM - Editor enables you to create various types of links between objects:
Tree Links (Hierarchical)
General (Associative) Links
CAD Integration specific links
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General Links
Jigsaw Assembly
SMARTEAM - Editor enables you to create general (associative) links between two related
objects.
The general links are displayed either in the links tab or in a specific views. They can be
created by the user according to his/her authorization.
For instance, you can create a general link between a part and
a document representing its price list.
Jigsaw Design Document
Price List
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CAD Integration Links
SMARTEAM Integrations automatically generate the CAD document structure during the save
operations. It is not recommended for the user to modify a CAD structure manually without
using the right CAD Integration.
SMARTEAM exposes the relationships behind CAD entities such as parent-child link or
dependencies, contextual link, drawings, etc.
This panel appears from
Tree Properties
CAD Integration mechanisms
available in SMARTEAM
Through this panel, you can define which links
will be displayed in the Documents tree. You can
see AutoCAD, Inventor, Solid Edge, SolidWorks,
CATIA, MicroStation and Pro/ENGINEER links.
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SMARTEAM - Editor Interface
Toolbars
Menu Bar
Tree
Browser
Page Tabs
Browser
Toolbar
Profile Card
Attribute Value Attribute Name
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Object Trees
Documents view displays
from Project A
Each icon in a tree represents a Class. These icons help you to identify the information they
represent. The first icon represents the lifecycle state of the object, and the second represents
the class file type. Branches in each tree can be expanded or collapsed, as in Windows
Explorer. You can link objects by dragging and dropping them to a new location.
Documents view displays
from Project B
Drag and drop
object to new
location. Click on
OK to confirm.
Class file type icon
Lifecycle state icon
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How to Modify the Tree Properties (1/2)
From the Tree Menu in the
SMARTEAM Projects window,
select Tree Properties
OR
The information that is desired to be viewed, and the format in which it is needed to be
viewed can be obtained by modifying the tree properties.
You can modify the properties of the tree for any Super Class in the Tree Properties panel.
Right-click on any Project in the Tree
Browser, and select Tree Properties from
the contextual menu.
1
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How to Modify the Tree Properties (2/2)
Click OK to display the selected attributes in the tree.
2
Select the attributes you want to display and click Add.
The attributes available
for selection are listed in
the Non-Visible section.
You can use a Field
Separator like / ,
or | .
The selected attributes
are listed under the
Visible section.
You can also change
the order of the
attributes by clicking
on Move Up or Move
Down.
3
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Time to Practice
You are now able to practice what you have learned with the Launching
SMARTEAM - Editor Recap Exercise.
EDU-SMT-E-SFL-FX-V5R14 book
Launching SMARTEAM - Editor
Recap Exercise
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Managing a Project
This lesson will cover the following topics:
Adding Information
Viewing Details
Linking Information
Manipulating Information
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Adding Information
You will discover how to add and organize information in SMARTEAM.
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When you create a new object, a Profile Card is displayed. Each Profile Card shows detailed
information of the objects so called attributes. The ID attribute in the Profile Card represents
the unique identifier for the object. By default, the background of the mandatory attribute is
yellow and the name is in blue. SMARTEAM automatically completes certain attributes.
About Adding information
For each type of information, SMARTEAM allows you to create the relevant information.
For example, in the Parts Super Class, you can add:
Standards Parts
Component
Temporary Part
By default, CAD Documents, Text Documents, Images and Web Documents are stored
under the Documents Class.
During the profile card creation you may
have to point to a file representing it.
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The Browser enables you to visualize linked information in a related class.
In one click, this function returns a tree view of the linked information present on the desktop
of the chosen Super Class. In the title bar of the new window, the name of the selected relation
is displayed.
For example, in the sample database, you can follow this scenario:
Viewing Attached Classes with Relative Browser
Parts
From the Parts class view, you can
get the linked Materials
Materials
From the Parts class view, you can
get the linked Documents
Documents Parts Parts class view
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How to Create a Project (1/2)
A project is the Lead Class in the sample database, from there you can access related
information, like:
Documents
Parts
Materials
Right-click on the Projects Tree and
select Add > Project.
1
Launch SMARTEAM and
login as the user joe
(password not required).
2
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How to Create a Project (2/2)
Enter a name for the Project in the Description field
and click OK.
3
You can also fill in any other relevant information
while creating the new Project.
4
The Project is created and
displayed in the Project Tree.
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Creating Additional information
When adding information to SMARTEAM, there are two types of data that can be added:
Metadata (or attributes) describing the object that is displayed in the profile card
(note that each object has metadata)
Data which is the file representing the object
You add information regarding the file (file name and directory)
The file remains in its original location until a lifecycle operation is performed
When adding information to a tree:
You can select only those types of information that are allowed as a child of the selected
object in the data model definition
Information that need to be stored on the link between the parent and the child can be
entered in the composition tab
- The Metadata is stored in the database, whereas Data is stored in the Vaults.
- It is recommended that you do not touch the composition attributes for a CAD structure without
using the CAD Integration.
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How to Add Information (1/4)
In order to add information you need to start from the Projects window. SMARTEAM
is launched and a connection is made to the database with joe as the user name
(password not required).
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Select the Project from the Projects Tree to which
you want to add information.
Documents tree view is displayed. Right-click on
the Documents root in the tree.
Click on the Documents Icon
in the Browser toolbar.
OR
From the View menu, select
Browser > Documents.
From the contextual menu, choose
Add > Folder.
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Now, you are ready to define the Profile Card of the new folder. Enter the
required Description and click OK.
A dialog box appears asking you if you want to place
the folder on the SMARTEAM desktop. Click Yes.
The folder is displayed in the Documents
tree. On the left of the tree, you can see
the Desktop icon next to the new folder.
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Right-click on the new folder and choose Add > Document from the contextual menu.
Define the Profile Card of the new Document. Enter the required Description and click
the Details sub-page tab.
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a) Select the File Type from the dropdown list.
b) Choose the file to attach by clicking the tree icon at the end of the File Name field.
c) The Directory field is completed automatically. It displays the location of the selected file.
d) Click OK to create the document.
A dialog box
appears asking you
if you want to link
the new document
to the selected
folder. Click Yes.
The document is displayed under
the folder in New state.
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Viewing Details
You will discover how to visualize information of a document using the various
tabs.
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About Viewing Details
SMARTEAM - Editor enables you to view and edit information about the selected object in a
tree (such as a file, folder, document, drawing, and so on), through a set of pages located on
the right side of the window.
SMARTEAM - Editor also enables you to change the displayed view of a page by modifying
its properties.
When an object is selected, you can open the following page types by clicking the tabs
provided on top of the right-hand side pane:
Profile Card
Links
Notes
Revision
Viewer
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Viewing Profile Cards (1/2)
The Profile Card page describes the general properties of the selected object.
Each Profile Card may have tabs at the bottom of the window to open sub-pages of properties
describing the selected object.
When you open a tree browser, the Profile Card is automatically displayed for the selected
object.
General Tab
Profile Card Tab
The following fields are
automatically filled by
SMARTEAM - Editor:
- ID
- Revision
- State
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Viewing Profile Cards (2/2)
Details sub-page can be accessed by simply clicking on Details tab at the bottom.
In this sub-page, you can see information pertaining to the attached file.
Details Tab
Profile Card Tab
On this page, you have
information about the
attached file:
- File type
- File name
- Directory
The User Info section defines details pertinent to the user who is logged in and currently
working on the document.
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Viewing Links
Hierarchical Links
The Links page enables you to view the linked objects. This page is accessed by clicking the
Links tab of the object in the tree; the linked objects appear in sub-pages.
These links are organized according to the destinations class:
Project, Document, Part, etc.
Links Tab
Displays the
associated
Part(s)
Parts Tab
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How to View Notes
1 2
3
The Notes page enables you to view previously entered notes, and enter a textual
description about the selected object.
Notes added during the lifecycle operations are also displayed here.
The Notes page is divided into two panes. The top pane displays a list of notes and the
bottom pane displays the content of the selected note.
Select the document for which
you want to view the notes.
Click the Notes tab and select the
note from the displayed list.
Upper Pane
Lower Pane
Notes List
The selected Notes content is
displayed in the lower pane.
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How to Filter Notes
The Notes Query window enables you to filter and display only those notes which meet
the defined criteria. You can filter the notes based on User Login, Date, Latest Notes, and
also choose to display all revisions that match the filter criteria.
1
Select a document from the Documents
Tree, and then click the Notes tab.
2
Right-click in the Upper Pane as shown and
select Filter from the contextual menu.
3
The Notes Query dialog box is displayed.
Define the filter values and click OK.
4
Only the notes that qualify as per the
set filter criteria are displayed.
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Viewing Revisions
Lifecycle State icon
Revision Tab The selected objects revisions are displayed
The Revision page enables you to view the lifecycle history of the selected object.
The Lifecycle State is indicated by an icon displayed in front of each object.
You can also find the revision number in the Grid displaying the revisions, as shown below.
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In the Viewer page, you can quickly view an objects file as it appears in an external application,
without actually launching that application.
Through the integrated viewer, you can:
View CAD documents (2D and 3D), Office Documents and raster file formats
Zoom, Rotate or Pan the Geometry
Add redlines such as lines, arrows, text and shapes
Use layers capabilities
Measure
Print
Viewing Files in the Viewer Page
Example: CATIA Document
Example: SOLIDWORKS Document
Viewer Tab
The Document is opened in
the adapted viewer
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How to Customize the Page Properties (1/2)
Each page in SMARTEAM - Editor contains Headers and Values
Headers are the list titles displayed at the top of the page
Values are the data displayed in the lists for a specific object
SMARTEAM - Editor enables you to determine the display of Headers and Values on any page,
including:
Which attributes to display
Order of appearance
Style
1 Select any document and click the Links tab.
2
Right-click in the Links page as shown and
select Grid Properties from the contextual menu.
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How to Customize the Page Properties (2/2)
3
The Grid Property dialog box
is displayed.
Select the attribute from the
Non Visible list, that you want
to add to the Visible list.
Click Add > and then close
the dialog box.
4
The attribute is added as a new
column in the displayed list.
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Linking Information
You will learn how to create and visualize linked information in SMARTEAM -
Editor.
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About Linking Objects
SMARTEAM - Editor enables you to link objects together regardless of their respective
locations in tree links and regardless of their types.
The example below displays the various parts in the Trek Bike project, which are linked to the
selected document in the project.
Trek Bike Document
General Link
Links Tab
Tabs Scroll Arrows
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How to Create General Links (1/3)
Objects can be linked to one another with ease. Illustrated below is the creation of a
link between a standard part and the material object.
To begin with, you need to open separate windows for Documents and Materials for
Project-0056 Trek Bike.
1
In the Documents window for the Product Trek_bike_R10SP2, select CATPRD-0051 handlebar.
Using the contextual menu, select Associated Objects > General Links > All Parts.
2
Using SMARTEAM Search Editor, query for Materials.
The search returns a list of materials as shown.
The Part PN B-100-1600
handlebar is displayed in
the tree as shown.
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Arrange the Documents and
Materials windows as shown
using Window >Tile Horizontally.
4
In the Documents window, select the
Part PN B-100-1600 handlebar and
switch to Links tab.
Next, select the Materials sub-page tab.
5
In the Materials
window, select the
material to be linked
to the Part, and drag-
and-drop it into the
Documents window.
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A dialog box displays for validating
the creation of the general link.
Click Yes to accept the link.
The link between the
selected Part and
Material is created.
It is displayed in the
Links, Materials sub-
tab as shown.
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How to Copy Links (1/2)
The Copy Links feature enables you to copy one or more links belonging to an object
in the database to another object.
1
2
Select the document(s) to be copied.
From the Edit menu choose Copy Links.
The Copy Links panel displays.
As per your requirement, drag-and-drop the
documents into the From and To fields in
the Copy Links panel.
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How to Copy Links (2/2)
3
The source and the destination objects are displayed in the Copy Links panel.
Click on the Parts sub-page tab to
visualize the links of the source object.
Select the link to be copied and click OK
to confirm the copy operation.
4
Go to the destination objects
Links tab and select the Parts
sub-page tab to check if the
link was copied successfully.
A common mistake is to not select any link in the Copy Links panel and assume that the displayed links will
be copied over. In such case SMARTEAM will display an error message.
You can select or de-select more than one link by holding down the CTRL key while clicking on the links.
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Accessing Linked Objects
When you select a View option from the Links page of an object, the links are listed using
the selected format.
In addition to viewing each linked object, you can also add, update, delete or edit the
objects.
Linked objects options
Available View
options
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Manipulating Information
You will learn how to update, edit and delete information.
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About Handling Information
Information, describing an existing object can be updated in the Profile Card.
Additionally, SMARTEAM - Editor enables deleting an object, as well as editing an objects file
with the external application.
Profile Card of a selected Object
Profile Card State
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How to Update a Profile Card
1 2
When you update a Profile Card, the metadata of the object is modified.
The file remains attached and unchanged.
Select the document in the
Documents tree.
Right-click and select the Update
option from the contextual menu.
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How to Edit an Objects File
1 2
SMARTEAM - Editor enables an objects file to be edited using the external application
in which it was created.
For example, a file representing a CAD drawing can be launched in the CAD application
(subject to setup by the System Administrator).
Right-click on the selected document, and
choose File Operation > Open For from
the contextual menu.
The Open Document dialog box
displays. Choose Open for edit
option to edit the document.
The available options are:
Open as read-only: The file is copied from the vault to
the working directory and is opened using the Edit
tool setup.
Open for edit: After a Check Out operation, the file is
opened using the Edit application tool.
View temporary copy: The file is copied to the
temporary Directory, and is opened as read-only using
the View application tool (no editing or referencing
can be done).
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How to Delete an Object
1 2
If authorized a user can delete an object or a relation between objects:
You can delete an object from the SMARTEAM database (mainly used for the
New state or objects that the user owns)
You can delete a relation in the Tree Browser or Grid:
Tree links will be broken, but the object remains in the SMARTEAM database
An object can still be located through search after its tree link has been
deleted
Documents tree.
Right-click and select the Delete > Delete option
from the contextual menu.
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How to Remove an Object from Desktop
If you remove an object from SMARTEAM Desktop, it will not be visible any more in
the Tree Browser at the top level.
However, the object will preserve its Hierarchical links (go to the Links page >
Where Used sub-page to check the Hierarchical link).
Press the F5 key to refresh the Tree Browser and see the change when an object is removed
from the desktop.
1 2
SMARTEAM
Desktop icon
displayed in the
Documents tree
Documents tree.
Right-click and select the Delete > Remove from Desktop
option from the contextual menu.
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Time to Practice
You are now able to practice what you have learned with the Adding a Project
Recap Exercise.
Adding a Project Recap Exercise
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Searching SMARTEAM Information
This lesson covers the various Search functionalities available within
SMARTEAM - Editor.
Introduction to Searching Information
Creating a Search
Using a Search
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Introduction to Searching Information
At the end of this chapter you will be able to retrieve any kind of information
which is stored in the SMARTEAM database.
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About Searching Information
SMARTEAM - Editor allows you to search for information by using different methods.
Using the following tools, you can search objects with great precision:
Search by Example
Search by Attribute
Search Editor
Find in Tree
Search by Attribute
Search by Example
Search Editor
Find in Tree
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Discovering Search Tools
Find Object: Opens the Search Editor window where you can view and modify predefined
searches.
Find Object by Attribute: Opens the Search by Attribute window where you can create a
new search by selecting a class and entering the search criteria for it.
Find Object by Example: Opens the Search by Example window where you can perform
advanced search using one or more classes, based on the attributes in these classes, as
well as the attributes in the relationship (link) between these classes.
Find Text: Displays the Find in Tree dialog box where you can enter the text to be searched
in the selected Tree.
Standard Toolbar
Find Object Find Object by
Attribute
Find Object by
Example
Find Text
Search icons
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Public Vs Private Search
Private Search created
by Designer User
Public Search defined
by the Administrator
Defined by System Administrator or user
Only available to the user who defines the
search
Can be run by the user via the Search
Results window
Private Search Public Search
Defined or deleted by System Administrator only
Can be run by all users via the Search Results
window
Can be modified by a user and saved as a Private
search
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Creating a Search
You will learn how to create the different types of searches.
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Creating a Search By Attribute
Search by Attribute window
Find Object by
Attribute icon
This option enables you to create a search from a selected class.
You must define the search criteria by entering search information in the attribute fields:
Displaying Search by Attribute Window
Defining the Search Options and Properties
Specifying the Fields to Display
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How to Display a Search by Attribute Window
Display a Search by Attribute helps you create a search from a selected class.
In the SMARTEAM - Editor window:
1
Click on the Find
Object by Attribute
icon in the
Standard Toolbar.
1a
Using the Edit menu, select
the Find Object option from
the list.
OR
1b
The Search Editor window
displays. Select Add >
Search By Attribute.
2
The Search by Attribute
window displays. You
are now ready to define
the attribute values.
Browse the tree to reach
the specific Class type
needed for your search.
For example, the view
for Document search
attributes is as shown
here.
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Defining the Search Options and Search Properties
Specify Search Options:
Match case
Retrieve only last public revisions
Make search public to all users (only Sys Admin)
Specify Search Properties:
Enclose strings in quotation marks (string)
Logical operation between non-empty fields is always AND
Conditional operators: | (or), & (and), > (greater than), and so on.
If no operator is specified, = (equal to) is assumed
Wildcard characters (*) are allowed in strings
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Defining Search Attributes (1/2)
SMARTEAM - Editor enables you to enter more than one value within a field to specify values
that will be included in a search result.
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Defining Search Attributes (2/2)
1..6|12..18 (ranging from 1 to 6 or from
12 to 18)
OR specifies that the search
must meet one of the
requirements for this field.
|
>34&<>45 (greater than 34 and not equal
to 45)
AND specifies that the search
must meet both requirements for
this field.
&
!new (not equal to new) Not equal to !
<>34 (not equal to 34) Not equal to <>
>=22 (greater than or equal to 22) Greater than or equal to >=
>22 (greater than 22) Greater than >
<=32 (less than or equal to 32) Less than or equal to <=
<32 (less than 32) Less than <
12..65 (ranging from 12 to 65) Specifies a range ..
=10 or =new Equal to =
Example Description Attributes
The following table describes the search attributes:
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How to Specify Attribute to be Displayed (1/2)
Select the adapted File Type
from the dropdown list.
1 2
3 4
You can create a search form a selected class. The search criteria is defined by
entering search information in the attributes field.
Select the adapted Class in
the Class Browser.
Click on the Details sub-page.
Click on Attributes button to add another
column in the result search.
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6
How to Specify Attribute to be Displayed (2/2)
5
7
Select State from the Available Attributes list and click Add > to include it in
the Selected Attributes list. Click OK.
You automatically return back to
the Search by Attribute window.
Check the option to make the
search public and click Run to
execute the search.
The CATIA Product
search results window is
displayed.
The included State
attribute information is
displayed in a separate
column.
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Creating a Search By Example
Search by Example window
Find Object by
Example icon
This option enables you to create an advanced search across one or two classes, based on
the attributes in these classes as well as the attributes in the relationship (hierarchical and
general links) between these classes.
You must choose classes, select attributes and define the search criteria:
Displaying the Search by Example window
Selecting the Classes
Selecting the Attributes and defining the Search Conditions
Search Options
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How to Search by Example (1/6)
Search by Example gives you advanced search options across classes.
In the SMARTEAM - Editor window:
1
Click on the Find Object by Example
icon in the Standard Toolbar.
1a
Using the Edit menu, select the
Find Object option from the list.
OR
1b
The Search Editor window displays.
Select Add > Search By Example.
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2
The Search by Example window is displayed. Select the Project class in the Class
Browser, and drag and drop it into the Participating Classes area as shown.
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3
The attributes of Project class are listed in a box in the Participating Classes area.
Similarly, drag and drop the CATIA Product class into the Participating Classes area.
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Attributes of
the Relation
link between
the classes.
x2
Attributes of both the classes are displayed under separate lists in the Participating
Classes area. The Relation link between the these two classes is added automatically.
Double-click on the Description attribute under Project to add it to the search criteria list below.
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5
6
Similarly, add Link State and Description, from the Relation and CATIA Product classes
respectively, to the search criteria list.
Enter the search criteria in the Condition row as shown and click Run.
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The search result appears in a new window.
The link(s) attached to the query result is displayed.
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Using a Search
You will learn how to reuse a search.
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About Using a Search
Find Text in Tree
Search Editor
Grid Results Chart
SMARTEAM - Editor allows you to retrieve an existing Search. Through the Search Editor
panel, you can run pre-defined searches. Another mechanism enables you to find specific text
within a displayed Tree Browser.
In Search Result window, the system enables you to view the result as charts. This option
facilitates the visualization of comparisons, patterns and trends in data.
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How to Run an Existing Search
OR
The search result is displayed in a new
window.
3
From the resulting Search Editor window,
select the predefined search CATIA Products
and click Run to execute the search.
2
Select Find Object from
the Edit menu.
1a
Click on the Find Object
icon in the Standard
toolbar.
1
SMARTEAM - Editor enables you to run a previously-defined Public search or a
user's own Private search to locate the objects that meet the search criteria.
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Viewing Search Results in a Grid
In the Search Results window you can:
Add, delete or update objects
Edit or view the file related to the selected object
View charts that analyze the results of the search
Drag one or more objects from the displayed window to a different window in order to create
an associative link
CATIA Products search results window
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Viewing Search Results in a Chart
In the Chart Results view you can:
View graphs that help you to analyze the search results based on a selected Criteria
Sort the results by different categories
Narrow down the search results by double-clicking on any of the bars displayed in the Chart
Double-click to
narrow down
on the search
results
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OR
How to Find Text in a Tree Browser
The search result is highlighted in the
Tree Browser.
Click on the Find Text
icon in the Standard
Toolbar.
Select the Find Text option
from the Edit menu.
Enter the search keyword in Find what field,
and click Find Next to execute the search.
1 1a
2 3
You should select the root Projects Tree in order to search the entire tree from the top. If the highlighted
result is not what you are looking for, you can keep clicking the Find Next button till the required result is
displayed or the search reaches the end of the Tree Browser.
SMARTEAM - Editor enables you to find text within a displayed Tree Browser.
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Time to Practice
You are now able to practice what you have learned with the Creating New
Search Recap Exercise.
Creating New Search Recap Exercise
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Managing Object Views
This lesson introduces you to the various viewing options available in
SMARTEAM - Editor.
Displaying Views
Creating Views
Setting View Options
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Displaying Views
You will get familiar with the different views in SMARTEAM - Editor.
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About Views Types
SMARTEAM - Editor enables you to display information in various formats called Views.
Views are derived from the selected object in the tree browser.
Each view provides a different graphic representation of the information and provides a
different functionality.
Custom views can be created as well.
Select a Document,
right-click and select
Open Views to display
the types of views
available
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Top Down Tree View
The Top Down Tree view displays a tree browser as a hierarchical display of objects in
SMARTEAM - Editor for the selected object. This view is displayed by default when you first
launch SMARTEAM - Editor.
When you add a new object to SMARTEAM - Editor in this view, the object is placed in the tree
browser and linked as a child to the selected object.
Top Down Tree View results window
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Single Object View
The Single Object view is a mini-search based on object name that enables you to locate and
display one object at a time.
Navigation Tools
Object ID
Single Object View results window
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Where Used List
The Where Used List displays a list of all the different parents of an object, meaning all the
locations in a tree browser to which the selected object has been linked as a child (tree links).
When adding a new object in this view, the new object is automatically linked as a parent to the
object displayed in the title bar of the window. However, this is not the recommended way to
build dependencies. You should use the Top Down Tree to add children to an assembly.
Where Used List results window
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Composed of View
The Composed of View displays a list of all the different children of an object, meaning all the
objects that are linked as children to the selected object, in the tree browser (tree links).
When you add a new object to SMARTEAM - Editor in this view, the new object is automatically
linked to the head object as a child.
Composed of View results window
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Bottom Up View
Displays a hierarchical tree browser in which the parents of an object are linked beneath their
child using a tree link.
When adding a new object in this view, the object is placed in the tree browser and is linked as
a parent to the selected child. This also is not the recommended way to add a parent-child
relations.
Bottom Up View results window
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General Links View (1/2)
SMARTEAM - Editor enables you to create general links for objects regardless of their
locations in hierarchical links. These links are provided in addition to hierarchical links that
link an object to its component or children.
General links can be typically created between Parts and Materials classes.
To view objects of
Materials Super Class
linked to the selected
object:
Right-click and select
Open Views >
General Links view >
Materials from the
contextual menu.
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General Links View (2/2)
The objects belonging to the Materials Super Class that are linked to the selected object are
displayed in a separate results window.
General Links View results window
The title of the window provides details of the Object using which you have accessed the current
information. In this case, it indicates that the listed Materials are related to Component PN-107-100.
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Revisions View
Displays all the different revisions of an object. You can update or delete an object in this view,
but you cannot add a new object in this view.
Revisions View of the selected object
The Revisions View is equivalent to the Revision tab except that you can see the Profile Card
of the selected revision.
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Creating Views
You will discover how to customize an objects view.
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About Creating Views
In addition to the views provided by SMARTEAM - Editor, you can define your own views in
most cases based on previously defined searches.
Any of these views can be selected as the default view when launching SMARTEAM - Editor.
You can select the custom-defined views from the Views toolbar.
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How to Add a View
1
From the main menu bar,
select View > Define Views.
While handling an assignment, for the ease of working it is good to have some
customized views.
2
In the resulting View Maintenance dialog box,
click Add to display the View Data window.
3
Type in the View Name you want, and
make selections for View Type, Query
Name and Basic Class. Click OK.
4
Select an icon for the Viewer
Toolbar from the Icon Browser
dialog box and click OK.
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How to Modify a View
This option enables you to create a new view based on an existing view as you
work in SMARTEAM - Editor.
1
1
2
Select the view that you wish to use to create the new
view, and click Modify (or right-click and select
Modify from the contextual menu).
3
Type in the name and click Set Icon to
select an icon for the new view.
Click Save to create the new view.
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Setting View Options
You will discover how to define specific viewing options.
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About Setting View Options
The View Options window enables you to set specific view options, including:
Whether separate windows are opened for various views
The window size
Whether warning messages are generated when certain actions are carried out
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How to Add a Defined View in the Toolbar View
After having defined customized views, you can choose to display them in a toolbar.
1
select View > Views Toolbar.
2
In the resulting View Toolbar Maintenance dialog box,
select the Views you wish to include in the toolbar
and click Add >.
3
Click OK to close the dialog box.
The Views toolbar displays in
the SMARTEAM toolbar area.
You can also drag the toolbar
into the SMARTEAM window.
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Time to Practice
You are now able to practice what you have learned with the Creating a New
Object View Recap Exercise.
Creating a New Object View
Recap Exercise
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Viewing SMARTEAM Information
This lesson details the different types of file viewers available in SMARTEAM -
Editor.
Cimmetry Viewer
eDrawings Viewer
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Cimmetry Viewer
You will learn how to use the Cimmetry Viewer in SMARTEAM - Editor.
Viewing 2D Information
Printing Information
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You will get familiar with zooming and viewing a 2D Information.
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About Viewing 2D Information
2D Toolbar
Viewer access
Display 2D drawings by clicking on the Viewer tab of the selected object
Functionality includes various zooming capabilities, viewing layers, viewing blocks, viewing
external references, rotation tools and flipping tools
Selecting the Redline icon displays an additional set of Redline toolbars
Redline icon
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How to Use the Zooming Tools
Through the 2D Viewer, you can use the advanced options such
as Birds Eye or Magnify Glass to zoom in on a 2D document.
The Birds Eye window appears.
Select 2D CAD
document in the tree.
1
Click on Birds Eye icon
2a
The Magnify window appears.
Click on Magnify
Glass icon.
2b
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How to Use the 2D Viewing Tools
Select 2D CAD
document in the
tree
Through the 2D Viewer, you can use the various options such as
handling layers and blocks. That allows you to display geometry
1
Check Status and Thawed
options in the list.
3b
Click on OK to display
the selected Layers.
4b
Click on Blocks icon
to select the required block.
2a
Choose the Block in the
dropdown list.
3a
Click on OK to display
the selected Block.
4a
Click on Layers icon
to select the layers to display.
2b
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Using Redlining Functionality
Redlines are lines, arrows, text and objects placed on a CAD drawing for descriptive
purposes, such as to specify changes
The actual drawing is not changed
Select the Redline icon to activate the redline options
Additional toolbars will be displayed
Functionality includes:
Multiple markup layers
Moving between layers
Color and shape changes
Adding callouts and notes
Distance and area measurements
Redline icon
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How to Use the 2D Redline Tools
Move to Layer Window
Markup Layers Window
A Redline file can contain multiple layers. You can create name and color layers
to organize redlining on the document as required.
Select the Markup
entity.
1
Click on Layers icon
to manage all layers to
facilitate identification.
2a
Click on the destination
Layer in the list.
3
In the list, choose the
active layer and define the
color and the layer name.
2b
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You will get familiar with zooming and viewing a 3D Information.
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About Viewing 3D Information
Display 3D files by selecting the Viewer tab of the selected object, displaying a new set of tools
which include:
Viewing and Zooming Tools
Measurement and Sectioning Tools
Viewer Tab
3D Toolbar
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How to Use the Render Mode Tools
Render Mode tools
Through the 3D Viewer, you can use the various options to zoom in geometry and
modify the display.
Zooming Tools
Click on Render Mode icon
to display the Render Mode
tools.
1
Shaded Mode is
active.
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How to Use the Sectioning Tools
Sectioning Tools enables you to view cross-sections and cut-throughs of the 3D drawing.
Cut Mode is displayed.
To display 3D Cut
Mode:
Select the required
axes to section
Select the required Cut
Options
Adjust Slider to select
how much to cut.
2
Click on Sectioning icon
to display the Define
Section window.
1
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Printing Information
You will learn how to print from the Viewer page.
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About Printing Information
Print Print Preview
You can define your printing options to include watermarks, stamps, headers and footers.
You can also define the margins, scaling and pen settings.
Print Properties Window is displayed.
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How to Print Information (1/2)
You can see how to print a geometry from a Viewer page.
Select a CAD document
in the Documents tree.
1
Click on Viewer tab.
2
Click on Print icon.
4
The visualization is
displayed in a specific
viewer.
3
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How to Print Information (2/2)
Define the Print
Properties in the
different tabs.
Click on OK.
Choose your
printer in the list.
Click on OK to print.
The Document is printed with
options define before.
The Stamp, the Watermark and
Headers are printed on the paper.
5
6
7
8
9
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Using eDrawings Viewer
You will learn about the eDrawings Viewer functionality in SMARTEAM - Editor.
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About eDrawings Viewer
eDrawings is a viewing and publishing application for sharing and archiving 2D and 3D
product design data. It is a complete, self-contained communication tool as no other
viewing software is needed.
In addition to the standard viewing capabilities, eDrawings enables you to:
E-mail optimized CAD format with up to 95% decrease in file size
Publish eDrawings files directly from SolidWorks, CATIA, and other CAD applications
Circulate 2D and 3D designs more easily for review
Communicate effectively using innovative 2D and 3D interpretation tools
eDrawings viewer is the default viewer for all Solidworks files.
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The eDrawings Toolbars
General Tools
Tabs for
switching
the tree view
Viewing Tools Sectioning Tools
Markup Tools
The eDrawings Viewer embedded in SMARTEAM - Editor gives you the power to view, and
share your 3D models and 2D drawings. It includes tools for viewing, analyzing, and printing
highly compressed 2D and 3D files, as well as advanced markup and measuring capabilities.
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Viewing Tools
These tools enable you to perform basic viewing operations like Zoom, Pan, Rotate, etc.,
besides providing advanced options like Isometric and Perspective views.
You can also animate parts, assembly and drawing files using the animation tools. By clicking
on the Next/Previous icon you can browse through the standard views (front, back, top, etc.).
The Continuous Play icon displays all the views automatically one after the other. If needed,
you can even pause the animation in between views using the Stop icon.
Click the Home icon to return the animation to the start of the sequence.
Tools to Zoom,
Rotate and Pan
Isometric /
Perspective View
Selection Tool Home Icon - takes you
back to the default view
Animation Tools
- Previous
- Stop
- Next
- Continuous Play
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Standard Views
The Standard Views toolbar is not visible by default. In order to view it, you need to right-
click on any existing toolbar area, as shown below, and choose Standard Views from the
contextual menu.
Standard Views
toolbar
The following views can be directly displayed using the Standard Views toolbar:
Front View
Back View
Left View
Right View
Top View
Bottom View
Isometric View
Normal to View
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Sectioning Tools
These tools enable you to separate out and/or measure individual components. You can also
view a cross-section of the assembly across a selected plane.
Measure
Tool
Move
Component
Tool
Insert Cross
Section Tool
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Components and Markup Tabs
You can use the Components tab in the eDrawing Manager to manage assembly file
components as follows:
Highlight components
Hide or show individual components
Make components transparent
Select one component and hide all other
components
The Markup tab displays comments as a
threaded discussion. When you reply to a
comment, the discussion thread appears
on the Markup tab.
You can type text in the Description box at
the bottom of the Markup tab. This text is
added to the active comment in the file,
but does not appear in the graphics area.
Comments in the Description box can only
contain text.
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Sharing CAD Files Using eDrawings Viewer
While e-mailing the CAD files, you can choose to encapsulate the self-extracting viewer. This
allows the recipient to view the eDrawings file without the need to install the application on
his/her system.
Send Icon
Selecting one of the above options will
trigger the corresponding operation to
create a package for sharing the CAD files
with the e-mail recipient(s).
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Time to Practice
You are now able to practice what you have learned with the Viewing 2D and 3D
Objects Recap Exercise.
Viewing 2D and 3D Objects
Recap Exercise
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Lifecycle Management
This lesson introduces you to Lifecycle Management, and shows how
SMARTEAM implements this concept.
Introduction to Lifecycle Management
Lifecycle Mechanism
Using Lifecycle Options
Lifecycle and File Operations Report
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Introduction to Lifecycle Management
You will discover what is Lifecycle Management and how it affects the
information under Lifecycle control.
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What is Lifecycle Management
SMARTEAM - Editor enables you to maintain and manage any information related to a
revision-managed object, with extensive and powerful options such as:
Managing different compositions of a product
Managing different representations of a product within the same file
Controlling revisions of an object
The SMARTEAM - Editor Lifecycle Management enables you to:
Automate the flow of objects and all other revision-managed objects through different
stages of development
Control and access the many revisions of an object
Save and restrict access to files using an electronic vault mechanism
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Viewing Lifecycle State in the Tree
Select any SMARTEAM object in the tree browser. The lifecycle icon is displayed on the
left of the object and the lifecycle state is displayed in the Profile Card on the right.
Lifecycle State Icon
(Indicates Checked In state)
Lifecycle State displayed
in the Profile Card
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As you revise an object, you can perform the following lifecycle operations:
New: All new objects saved into SMARTEAM are automatically assigned this temporary
state.
Check In: Changes objects state to Checked In. In case a file is linked to the object, this
file is moved into the vault for safekeeping, where it is publicly available.
Check Out: Creates a minor revision of the object. In case a file is related, a copy of the
objects file from the vault is added the users working directory so it can be modified by
the current user only.
Release: Creates a major revision of the object. Moves the objects file to the Release
vault, preventing further modification.
New Release: Creates a new revision of the object. Checks out a new version of the
released objects file for modification.
Obsolete: Changes the objects state to Obsolete. Moves the objects file to the Obsolete
vault, where it becomes inactive.
Lifecycle State Icons List
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Selecting Lifecycle Screen Mode
Light Mode Advanced Mode
Click Advanced to switch to see
the Advanced Mode window
SMARTEAM - Editor lifecycle screens can be displayed in Light Mode or Advance Mode
Use the Light Mode to manage single objects, and the Advanced Mode to manage
assemblies/products and their children
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How to Initiate Lifecycle Operations
Select a lifecycle operation to move an object to a different lifecycle state
The operation can be initiated in any one of the three ways shown below:
From the Revision page, using contextual menu
Using Actions menu
From the Tree Browser,
using contextual menu
1a
1c
1b
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Lifecycle Tab Pages
In both, the Light Mode and the Advance Mode, there are three tab pages available for entering
information and choosing various options:
General for setting general options, such as file name, destination directory (and
optionally, revision number)
Effectivity for setting the current phase, and the dates during which period the phase is in
effect
Options for copying general links, overwriting previous revisions and propagating the
operation
In the Advance Mode, there are also tab pages for different views, such as Profile Card, Links
and Viewer to make a more complete impact analysis.
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Lifecycle Mechanism
You will learn how to manipulate Lifecycle Objects.
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a
.
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About Lifecycle Mechanism
3
5
6
SMARTEAM - Editor protects the integrity of an assembly and its children when performing
lifecycle operations.
The following illustration displays the lifecycle sequence for an object along with change of
Revisions (e.g; a.0, a.1a.n).
2 a.0,a.1,,a.n
a
b.0,b.1,,b.n
b
a.0
a
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0
4
b.0
b.0
1
User SMARTEAM
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Lifecycle Graph
The diagram below summarizes the lifecycle operations that can be performed on an object
during each of its lifecycle states.
The Administrator can retrieve this graph by clicking on Lifecycle Graph tab in the Lifecycle
Setup dialog box.
Lifecycle Graph as displayed in SmDemo database
Lifecycle Operations icons
corresponding to the Lifecycle function
Local
directory
of the User
Vault Server
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Checking In a New Document
User SMARTEAM
User
Document
User
Document
After creating a new document, checking in a document will guarantee that the information can
be shared and that later modifications can be traced.
User
Document
User
Document
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How to Check In a Document (1/2)
1
State Icon
State Attribute
in the Profile
Card
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Select the document that you want to check in. You can see the current state of the document
using the Profile Card or the State icon in the tree.
Right-click and choose Life Cycle > Check In using the contextual menu.
The Check In function enables you to check in a new object and place its file in the vault,
or place an object that is checked out (being modified) back in the vault.
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How to Check In a Document (2/2)
4
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The Check In window is displayed. Under the General tab, you can see the Destination Directory
of the attached file. Click OK to save the document in the Checked In vault.
A temporary message box displays to indicate
that the operation is being executed.
Once the operation is completed, the State icon
is modified in the tree. The document is secured.
State Icon indicates
that now the object
is Checked In.
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User SMARTEAM
Checking Out and In for a Document
User Document
Rev a.1
User Document
Rev a.1
A document must be checked out of the vault before making modifications to it. When a
document is checked out, the file is copied to the users work directory.
To make the modification available to all users, it must be checked in back to the vault. On
doing so, the file is moved into the Checked In vault.
User Document a.0
User Document a.0
User Document Rev a.1
User Document Rev a.1
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Releasing a Document
User SMARTEAM
User Document
Completed Draft
Rev a
User Document
Completed Draft
Rev a
When you release a document in SMARTEAM, the file is moved to the Release vault.
User Document
Rev a.1
User Document
Rev a.1
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How to Release a Document (1/2)
The Release function releases a selected new or checked in object to the Released
vault. Once objects have been saved to the Released vault they can only be changed
after a New Release operation has been performed.
Right-click and choose Life Cycle > Release using the contextual menu.
Select the document that you want to release. You can see the current state of the document
using the Profile Card or the State icon in the tree.
State
Icon
State Attribute
in the Profile
Card
1
2
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How to Release a Document (2/2)
The Release window is displayed. Under the General tab, you can see the Destination Directory
of the attached file. Click OK to save the document in the Released vault.
A temporary message box displays
to indicate that the operation is
being executed.
Once the operation is
completed, the State icon
is modified in the tree.
The document is secured
in the Released vault.
3
4 5
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Creating a New Release
User SMARTEAM
User Document
New Draft
Rev b.0
User Document
New Draft
Rev b.0
New Release
Modification to a released document can only be made by carrying out a New Release
operation to create a new revision.
User Document
Completed Draft
Rev a
User Document
Completed Draft
Rev a
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Defining a Document as Obsolete
User SMARTEAM
Defining a document as obsolete means that it can no longer be activated, released or
modified.
User Document
New Draft
Rev b.0
User Document
New Draft
Rev b.0
User Document
Rev a
User Document
Rev a
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Using Lifecycle Options
You will learn how to manipulate the advanced Lifecycle mechanisms.
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About Lifecycle Options
When you are using the Advanced Mode screen option, SMARTEAM enables you to perform
the following lifecycle options:
Selecting the Destination Vault
Propagating an Operation
Handling Objects Individually
Showing Relations Being Modified
Showing Parents of an Object
Replacing with Selected Revision
Switching Children to Latest Available
The Advanced Mode displays all lifecycle screens with maximum lifecycle management options,
enabling you to select all possible lifecycle management and revision options for the selected object.
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Selecting the Destination Vault
When you use the Advanced view to check in documents, the vault directory path where the
objects file will be saved is automatically displayed. If needed, you can select a different
destination vault.
Click the icon next to the displayed path,
to launch the directory browser dialog box
and select a different destination vault.
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Propagating an Operation
When performing the Check In or Release lifecycle operations on all documents, you can
extend the operation by propagating it to include all the children of the selected document.
Right-click and select
Propagate Operation
Select Actions menu > Propagate Operation
Click OK to propagate the operation to the children
This option can only be selected if it has
been set by the System Administrator.
OR
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Handling Objects Individually
When conducting lifecycle operations on sub-assemblies (children), you can:
Perform the same revision operation together with the assembly
Copy the file to the working directory (the child remains in its current state)
Perform no operation on a selected object
Click on the State
icon several times to
get the required state
Right-click on the
State icon to open the
contextual menu
OR
Available lifecycle states for the sub-assembly
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Showing Relations Being Modified
When conducting the Check Out or New Release lifecycle operation, this option displays the
parents or children of the document that is currently being modified.
The children and/or parents of
the selected object currently
being modified are displayed
Select Actions menu > Relatives Being Modified
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Showing Parents of an Object
When conducting the Check Out or New Release lifecycle operation, this option displays the
parents of a selected object, including their current revision status.
The parents of the selected
object are displayed,
including their revision
status
Select Actions menu > Show Parents
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Replacing with Selected Revision
In SMARTEAM, a document can have several revisions as it is checked in and out of the vault.
If you are currently performing a lifecycle operation, you can check out a different revision of
the object in its place.
Select a different revision
and click OK
Select Actions menu > Replace with selected revision
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Switching Children to Latest Available
When checking out an assembly or creating a new revision, you can select the latest revision
of all the children by using the Switch Children to Latest Available option.
This will replace the children by their latest version available.
Operation for children reverted
to latest available revisions
Select Actions menu > Switch children to latest available
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Lifecycle and File Operations Report
You will learn how to analyze information in the Life Cycle and File Operations
Report panel.
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About Lifecycle and File Operations Report
The Life Cycle and File Operations Report utility displays errors and warning messages before
a lifecycle operation is actually performed by SMARTEAM.
Life Cycle and File Operations Report Window
Life Cycle and File Operations Report Show Tree
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Lifecycle and File Operations Report Window
When a lifecycle operation cannot be completed due to an error or warning message, the
Life Cycle and File Operations Report window appears, as illustrated.
The upper pane displays a list of all
errors and messages generated for
the selected operation.
When you select and highlight a
specific warning or error message in
the upper pane, an explanation and
instructions on how to proceed are
displayed in the lower pane.
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Lifecycle and File Operations Report Show Tree
By clicking Show Tree in the Life Cycle and File Operations Report window, the window
expands to display a structured tree in the left pane, as illustrated.
When you first display the left pane,
the object selected in the upper
pane is selected in the tree for quick
user access.
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Time to Practice
You are now able to practice what you have learned with the Versioning
Document Recap Exercise.
Versioning Document Recap Exercise
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Part Behavior
After this lesson you will understand the Part Behavior functionality of
SMARTEAM and will be able to promote Parts to higher states.
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About Part Behavior
The Parts class has its own lifecycle behavior independent from the Documents class.
Part lifecycle states are changed upon a Promote operation.
The lifecycle operation is only available for Component parts.
Parts are revision managed. New Revisions are created from active parts.
A Part can be linked to specification documents and reference documents.
Rules can be applied to the link between part and specification documents.
When a Component part is promoted to the Active state, the system controls the linked
specification documents.
These behaviors ensure:
Management of parts and documents according to a structured methodology.
Adherence to corporate and industry standards.
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Lifecycle Graph of Part
Pending
Active
Inactive
Pending
Active
Inactive
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New
Revision
New Part
New Revision (ex. a)
Parts States
Mandatory states are: Pending, Active and Inactive.
Other states may be added by the administrator through Lifecycle Rules Setup.
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How to Promote a Part (1/3)
Promoting is an operation which increases the maturity state. The current state is
shown on the Profile card of the component and is represented by a specific icon in the
Parts tree.
Select a Component and click on Links tab
to view the links of the Component.
1
Click on Specification sub-tab.
The linked specification document
is displayed.
2
You are in a Parts window and a
Component is displayed in the
Parts tree.
In the tree, the state of the
component is represented by a
specific icon.
On the Profile Card, the state is
also displayed as an attribute.
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3
4
Right-click on the selected Component and choose
Life Cycle > Promote from the contextual menu.
The Promote dialog box appears and
displays information pertaining to the
promotion of the component.
Click OK to complete the promotion.
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5
6
The Component has been promoted to the Active state.
Rules can be applied to the link
between the component and the
specification document.
In the SmDemo database, users
cannot detach the specification
document from an active part.
The system displays an error
and maintains the integrity of
information.
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Time to Practice
You are now able to practice what you have learned with the Part Behavior
Recap Exercise.
Part Behavior Recap Exercise
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Using SMARTEAM - Office Integration
You will be able to create and store MS Office documents using Word or Excel
applications.
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About SMARTEAM - Office Integration
After installing the Office Integration, the system adds in Word and Excel applications, a
SMARTEAM menu and a toolbar composed by the most important commands to interact with
SMARTEAM.
In Excel or Word, the SMARTEAM menu allows
you to:
Connect/Disconnect
Search all SMARTEAM objects
Display properties of the opened document
Save/Save As in SMARTEAM
Manage lifecycle of the opened document
Define and link properties with SMARTEAM
attributes (mapping)
The SMARTEAM toolbar provides quick access to:
Search
Display properties of the opened document
Save in SMARTEAM
Switch to SMARTEAM interface
SMARTEAM Menu
SMARTEAM
Toolbar
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SMARTEAM - Office Integration Interface (1/2)
The SMARTEAM commands available in Excel and Word are identical. All the commands in the
SmarTeam menu are displayed here:
Connect or Disconnect SMARTEAM
Force to work with SMARTEAM connected
Copy the opened document in
SMARTEAM with a new description
List of SMARTEAM
searches
Open the Profile Card of the active document,
if it exists in SMARTEAM
List of Lifecycle States
Load SMARTEAM
properties
Define Mapping groups
and add mapping
attributes
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SMARTEAM - Office Integration Interface (2/2)
The SMARTEAM commands available in Excel and Word are identical. All the commands in the
SmarTeam menu are displayed here:
SMARTEAM - Find Object
Allows you to open the
predefined search panel
SMARTEAM - Properties
Reloads the properties
from SMARTEAM
SMARTEAM - Save
Gets activated when
the opened document
is edited
Switch to SMARTEAM
Displays the
SMARTEAM interface
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Time to Practice
You are now able to practice what you have learned with the Excel Integration
Recap Exercise.
Excel Integration Recap Exercise
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Using SMARTEAM File Explorer
You will get familiar with SMARTEAM File Explorer.
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About SMARTEAM File Explorer
SMARTEAM File Explorer panel
This utility enables the user to view files placed in the working directory, and to identify
specific files that can be deleted to create free disk space.
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How to Launch SMARTEAM File Explorer
Click on Tools >
SMARTEAM File Explorer
The SMARTEAM File Explorer
utility is launched
Right Pane displays all files copied from
the vault to the users working directory.
The SMARTEAM File Explorer is launched through the Tools menu in SMARTEAM -
Editor. This utility enables you to view files placed in the working directory, and to
identify specific files that can be deleted to create free disk space.
1 2
Left Pane displays
working directories.
Icon indicates
Private Workspace.
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Discovering Object States
The following states represent the files at the time they were copied to the workspace, that is,
the State column indicates each objects current reference and process status.
File Checked Out/ New
by other user
File Absent
Reference Found
File was copied for
viewing
File was copied and
referenced
File was copied
File checked out
Referenced
Undefined file (not from
SMARTEAM)
State
Objects current
reference
SMARTEAM File Explorer panel
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Discovering the Toolbar
As seen earlier, the SMARTEAM File Explorer provides functionality for browsing and
deleting private user files and common files for multiple users, when files are stored in the
Shared Workspaces.
Detailed below is the Toolbar in SMARTEAM File Explorer.
Delete
Select Views
and Items
Go to next
SMARTEAM folder
Go to previous
SMARTEAM
folder
Analyze Current
Folder
Refresh
Full / Filtered view
Show Profile Card
Show Owner
Objects
Help
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Discovering Menus
Select to show the objects
Profile Card or owner
object (for locked objects)
Select files of different
state (Absent / Copied)
Set Working and
Temporary folders
Analyze Current Folder /
Enter collaborative design
Detailed below is the main menu in SMARTEAM File Explorer.
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Time to Practice
You are now able to practice what you have learned with the Using SMARTEAM
File Explorer Recap Exercise.
Using SMARTEAM File Explorer
Recap Exercise
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Time to Practice
You are now able to practice what you have learned with the SMARTEAM -
Editor Master Exercise.
SMARTEAM - Editor Master Exercise
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Introduction to SMARTEAM - Workflow
You will learn how SMARTEAM - Workflow supports your business processes
and helps improve efficiency.
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Business Challenges for an Enterprise
As companies grow in size and scope, they face a serious challenge of managing and tracking
documents in a business process. Many a time it is difficult to trace the documents and control
the processes after they are initiated, and managers have little power to control and resolve
bottlenecks.
In today's competitive markets, it is essential to enhance process control to make the processes
in an enterprise more efficient and cost-effective.
Change Management
process
Change Management
process
Document Release
process
Document Release
process
Corrective Action
process
Corrective Action
process
Customer Complaint
process
Customer Complaint
process
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Business Processes in an Enterprise
Some of the typically used and widely accepted Business Processes are enlisted below:
Engineering Change Requests (ECR)
Engineering Change Orders (ECO)
Request for Quotation (RFQ)
General Process
Field Failure Change
Engineering Change
Customer Complaints process
Temporary Change
All these processes are trying to address the same problems in different contexts:
- Bringing the right document to the right person at the right time.
- Ensuring that the processes are formalized and repeatable.
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About SMARTEAM - Workflow
SMARTEAM - Workflow
is a cost-effective and rapidly implementable change management
and workflow automation solution.
is an out-of-the-box yet totally customizable solution.
provides a wide array of essential information to different users within
an enterprise.
is used to define custom processes.
is used to initiate, handle and monitor the processes online.
Streamlined business processes
(engineering change, standards
compliance, and more) through
automatic, stage-to-stage
workflow routing and ready-made
process templates
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SMARTEAM - Workflow Modules
SMARTEAM - Workflow is divided into three modules:
Flowchart Designer
Is an intuitive Graphical interface for designing flowcharts that reflect business processes.
Functions as an Electronic Routing Slip.
SmartBox
Is very similar to an e-mail application.
Is the interface for SMARTEAM - Workflow users to initiate a Process, view the Processes
awaiting them, work on the tasks designated to them, and send the Process to the next step
in the Workflow.
Workflow Manager
Is a powerful tool that enables monitoring of all
Processes in the organization and resolves any
bottlenecks that may occur.
Allows access and modification of Processes
having problems.
SmartBox
Additional
Customization
Workflow
Manager
Workflow
Server
Flowchart
Designer
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SMARTEAM - Workflow Terms
Some of the general terms used in SMARTEAM - Workflow:
Process: Process is typically defined as a series of actions that you take in order to
achieve a result.
SMARTEAM - Workflow users can participate in a Process via SmartBox.
The Value Chain
Manufacturing
& Fabrication
Review
Design &
Engineering
Suppliers
Final Review
Enterprise
SmartFlow
Design &
Engineering
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Flowchart Designer Terms
Flowchart: A flowchart is a graphical representation of a Process. It defines tasks that
must be performed by users at each Node. Flowcharts are designed by the
Administrator, using the Flowchart Designer.
Connector: During the design of a flowchart, the Administrator defines Connectors. A
Connector is the path defined in the flowchart that routes documents in a Process from
one Node to the next.
Nodes: The Administrator defines Nodes while designing a flowchart. A Node is the
address of a user or a group of users, and the tasks that must be performed by each
user at that address.
Node
Connector
Flowchart
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Power of SMARTEAM - Workflow
Functionality Highlights
Automatic tracking and work
routing to each stage
Out-of-the-box templates
Remote employees
included in processes
Value chain collaboration
Repeatable business
processes:
- Faster Engineering Change Processes
- Process Definition
- Flow, Task, & Workflow Management
- Process Assignment
- Specifications
- Accountability
- Customized/Automatic Notification
- Synchronized Changes
Business Benefits
Shorten time-to-market, and in
effect increase Return on
Investment (ROI)
Faster engineering change
processes
Product knowledge growth
Subject experts leveraging
Faster response to customers
Reduced bottlenecks
Improved productivity
Stage-gate support
Reduced overheads related to
information distribution
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How SMARTEAM - Workflow Can Help You
As a SMARTEAM user, you can do the following:
Initiate Flow Processes easily by choosing from a list of
predefined processes and defining which SMARTEAM
documents will be included.
Handle Processes, perform tasks, and route documents
within a process from your desktop.
Keep track of the information flow within a process.
Be alert for tasks that are not completed according to
the schedule.
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To Sum Up
You have been introduced to SMARTEAM - Workflow and the terms related to it.
You have also seen its advantages and how SMARTEAM - Workflow can help
improve your business processes.
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Main Tools
This lesson gives an overview of the tools that help you handle the workflow in
SMARTEAM.
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About Tools Available in SMARTEAM - Workflow
Flowchart Designer
SmartBox
Workflow Manager
Flowchart Designer Enables an Administrator to design flowcharts.
SmartBox Enables SmartFlow users to initiate a Process, view the Processes awaiting their
attention, work on the tasks designated to them, and send the Process to the next step in the
workflow.
Workflow Manager Enables an Administrator to view and monitor Processes already
initiated. Processes that are problematic or causing delays can be accessed and modified.
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Flowchart Designer (1/2)
The Standard
Toolbar allows you
to open, create, edit,
and save flowcharts.
The Flowchart
Toolbar
provides tools
you can use to
create flowchart
objects.
A Node
represents a step
in a business
process.
A Connector shows
the direction of the
workflow between
two nodes.
The Flowchart
Area shown here
contains a
typical flowchart
for Change
Process.
Once the flowchart is designed, you can attach it to a Process. A Process can have one
or more flowcharts attached to it.
The Flowchart Designer is a graphical tool for designing flowcharts that map the companys
business processes. It is to be used only by the Administrator or Supervisor.
The Flowchart
Can be tailored to match specific company requirements
Functions as an Electronic Routing Slip
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Flowchart Designer (2/2)
Task List
The Flowchart Designer allows the Power User to:
Set a user policy (And/Or) for the destination
Assign a task and user to a node
Assign Cc users to a node
Build rules based on events and triggers
Define flow properties
Options for alerts / notifications on processes and single tasks
Security policy for objects participating in the process
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SmartBox
The SmartBox
Toolbar allows
you to view a
Process, open
it to take
action, and
initiate a
Process.
The Inbox displays all the Processes you have received.
SmartBox
The SmartBox is an e-mail like utility deeply integrated with SMARTEAM - Workflow. It
allows you to control the communication in an enterprise. SmartBox is used for initiating
and handling Processes.
The left panel
displays the
Inbox, Sent
Items,
Complete, and
Deleted Items
folders.
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Workflow Manager
The Workflow Manager is a powerful tool that enables the Supervisor or Administrator to
monitor all Processes in your organization and resolve any bottlenecks that may occur.
Workflow Manager provides the following capabilities:
Online viewing and monitoring of Processes that have been initiated
Search tools to locate Processes that are problematic or causing delays in the flow
On-the-fly modification of processes by reassigning Nodes and Tasks
The Workflow
Managers main
toolbar allows you to
search Processes,
view Statistics, and
open a users Inbox.
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To Sum Up
You have briefly explored the Main Tools which form a part of SMARTEAM - Workflow.
Flowchart Designer for creating Processes
SmartBox for initiating and working with Processes
Workflow Manager for monitoring the Processes
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SMARTEAM Mailbox - SmartBox
SMARTEAM Mailbox is called as SmartBox. This section explains what you
can do using SmartBox.
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About SmartBox
View a list of
Processes
that you sent,
completed, or
deleted.
Capture or
delegate a
Process from
the Action
menu.
View Process details such as Tasks that need to be
performed and the Flowchart for the Process.
Accept or Reject a Process.
View the Processes awaiting your attention.
New Processes are displayed in bold and are indicated by this icon.
SmartBox is a tool in SMARTEAM - Workflow. It is a notification window of Processes awaiting
your attention.
You can view, open and perform assigned tasks
using SmartBox. After completing the tasks, you
can send them to the next node.
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Read Process
Unread Process
Declined Notice
Not Pending
Pending Status
Captured Notice
Unread Message
Read Message
Initiated Process
Low Importance
Normal Importance
High Importance
Importance
Unread Cc Process
Cc Process
Using SmartBox, you can see all the information you need about a Process at a glance.
Some of the key attributes attached to the Process, which can be viewed, are shown below.
Message Type
How SmartBox Helps
Already
Captured Notice
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To Sum Up
You have learnt about SmartBox and how it enables you to work on various
Processes.
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Using SMARTEAM - Workflow
This lesson covers the following topics:
Initiating a Process
Working with a Process
Managing a Process
Keeping Track of the Process
To Sum Up
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In this section you will learn how to use SMARTEAM - Workflow.
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For implementing SMARTEAM - Workflow in an Enterprise, you need to perform the
following tasks:
Initiate the Process
Work with the Process
Manage the Process
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Initiating a Process
This section explains how you can Initiate a Process in SMARTEAM - Workflow.
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About Initiating a Process
A flowchart details the
information path that a Process
takes and the tasks that must
be performed at each node.
A node is an address of the
user(s) or group(s) and the
tasks that must be performed at
that address.
Flowchart
Node
You can initiate a Process from the SMARTEAM Editor or from the SmartBox.
Initiating a Process is the first step in launching a SMARTEAM - Workflow within an
Enterprise.
Flowcharts representing Process flows in different contexts, for different industries and
departments are used to dictate the route a Process will have to follow in a workflow.
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Why Initiate a Process
To meet certain business process requirements like ECO and ECR, the Project Manager
needs to:
Select a flowchart or customize an existing flowchart to suit his/her requirements.
Initiate the process.
Initiating a process is similar to kick-starting an assignment or a project.
The Project Manager attaches to the Project, the relevant SMARTEAM objects to be worked
upon, reviews the flowchart for correctness and initiates the process. The process moves
to the subsequent node in the flowchart for the next users attention and task completion.
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Process Vs Flowchart
Process is not a direct representation of a Workflow. It will have different representations
with different contexts like the Enterprise in question, the Departments and Work Domain.
A Flowchart is a representation of the Process.
As learnt previously, Flowchart is designed for a Process using the Flowchart Designer.
Each Process has a default Flowchart attached to it. The Flowchart tab needs to be
activated to view and/or change the Flowchart.
Flowchart Area
Flowchart Tab
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How to Select a Different Flowchart
Each Process in SMARTEAM - Workflow has a default Flowchart.
You can choose a different Flowchart for a Process as follows:
1
Right-click in the Flowchart area and select
Change Flowchart from the contextual menu.
Select a different Flowchart from the
ones listed below.
2
Click Select.
3
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How to View Users and Tasks
Right-click on the node and select
Users/Tasks from the contextual menu.
You can view the Users and Tasks assigned to a Node from the Flowchart.
1 2a
2b
Tasks assigned to a Node
Users assigned to a Node
If the option to select users at runtime is
checked, you will be able to add or remove
a user from the node.
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Initiate Process Dialog
Each Process has its own profile card with all the required details.
The Initiate Process dialog box displays the new processes and the SMARTEAM
objects to be handled by the process.
Initiate Process window - Profile Card Tab
From this window you can:
Update details on the Process Profile
Card (right-click and select Update).
Add objects to the Process (drag and
drop).
View and change the flowchart
associated with the Process (Flowchart
tab).
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The Power User or a Project Manager has the capability of initiating a Process
through the SMARTEAM Editor itself.
He/she can initiate a Process on either a Project in SMARTEAM, or on any other
SMARTEAM object and directly attach it to the Process.
Below, you are seeing the documents view of the Project after logging in to
SMARTEAM Editor.
How to Initiate a Process from SMARTEAM Editor (1/2)
1
2
Select one of the objects and right-click to open the contextual menu.
Select Initiate Process and then choose a
process such as General Process, ECR, or ECO
from the list of available processes.
The Initiate Process dialog is displayed.
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How to Initiate a Process from SMARTEAM Editor (2/2)
Initiate Process dialog
3 Click Initiate. 4 Click OK.
A process can be initiated on SMARTEAM objects which are workflow enabled through the
Data Model Designer.
The next user in the workflow can now open the
Process and perform designated tasks. You can
view the Process at any time in the SmartBox -
Sent Items folder.
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How to Initiate a Process from SmartBox (1/3)
Select SmartBox icon
1 2
Select Action > Initiate Process
A Power User or a Project Manager can implement a Process in an Enterprise through
his/her SmartBox and later attach the relevant SMARTEAM objects to the Process.
Login to the SMARTEAM Editor as a Power User, the Profile card for Projects window
is opened.
Make a choice of the Process
The Profile card for the Process is
launched.
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3
In the SMARTEAM Editor, select
Window > Tile Horizontally
The Initiate Process dialog
is displayed.
4
Drag and drop the Project (which you want
to attach to the Process) on the Process
item in the Process Profile Card.
The Profile Cards for the Process and the
Project are tiled horizontally.
5
Click Initiate.
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Initiate Process dialog
6
Choose Comment before sending
response.
5
Enter comments and select send.
The Process is transferred to the next Node
and the Process Profile Card is closed.
These comments become History to
the Node.
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Working with a Process
This section introduces you to the actions which can be performed on a
Process.
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About Working with a Process
Process History
Tasks
Flowchart Options
To work with a Process, the user needs to know certain Process details such as:
Process History
Tasks defined for a Process
Flowchart Options set for the Process
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Process History
Knowledge of Process history is useful at the time of initiating an action. It can be
viewed by accessing the History tab.
History tab
Comments added by the user before sending the response is captured as History to the node.
Comments at the QA node
Comments attached to the response at a node
act as History for the next node.
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About Tasks Attached to a Process
To view the tasks attached to a node, right-click on the node and select Tasks.
Tasks Dialog Box
Every Process/Node has some tasks attached to it.
SMARTEAM Interface
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How to View and Perform Tasks
1
Select a task and right-click to view the contextual
menu.
2
Select Perform Task.
Task tab displays the tasks assigned to the user.
During the routing of the Process across the nodes, users receive notification of the
Processes which need their attention.
On opening the Process which has arrived in his/her SmartBox, the user can view the
tasks which he/she is required to perform.
The user would review the task assigned to him/her, perform the necessary
operation(s), return to the Tasks Tab in Process Profile Card and mark it as Task
Executed.
Once the task has been performed
successfully, the task status changes to
Executed Successfully.
After you perform the tasks defined for the Process, you can
send the Process to the next node in the workflow.
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Sending a Process to the Next Node
After performing the tasks assigned to you, you can send the process to the next node.
To send a Process to the next node, click on the Accept button in the Process window and
then select any one of the Send options from the SMARTEAM - Workflow dialog box as
shown below.
Comment before sending response
If you have not performed your tasks, you will be
notified that you are not able to accept the tasks.
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About Rejecting a Process
The Supervisor is notified when you reject a Process.
SMARTEAM - Workflow enables you to reject a Process instead of sending it to the next Node
in the workflow. When you reject a Process, you select the Reject path through which to send
the Process.
For example:
You are working in the QA department and you receive a list of tasks for an Assembly
undergoing an ECO Process. While performing your tasks, you notice a major problem
with the Assembly and you do not wish to send it further to the Manufacturing
Department.
In such a situation, you can reject the Process by choosing one of the Reject options,
such as Reject to Engineering. The Process will be sent to the Engineering Node
instead of the next Node in the workflow.
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How to Reject a Process
1
Each Process has one or more reject options defined for it by the Supervisor or the Power User. If he/she
has defined default reject paths for the Process, the Process will also be sent to these Nodes.
Open SmartBox. Select the Process
you want to reject and click Open.
Click the drop-down arrow next
to the Reject to start button to
view all the Reject Options.
2
3 Select Reject to send the
Process back to the Inbox
folder of the user(s) chosen for
the previous step.
4
The Process dialog appears.
User executes the Reject option if he/she sees that the tasks assigned to the previous
node are not meeting expectations or are not complete for him/her to take further action.
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Choosing a User at Runtime
If the next node was set to Select Users at Runtime, you need to define users for the next
node before clicking Accept.
In the Process window, select the
Flowchart tab and right-click on
the next node to display the
drop-down menu.
Select Users. The Designate
Users dialog box opens. Select a
user from the list.
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Managing a Process
This section explains how you can manage a Process using the Workflow
Manager.
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Search for a Process: You can search for a specific Process or a range of Processes that
have common attributes. Processes that match selected search criteria are displayed in a
search results list.
Retrieve a Process: Retrieval is necessary to know the process status. A tailor-made Quick
Search function is provided in which search attributes are predefined. You have to simply
choose the search criteria you wish to use.
Delegate a Process: A Power User can access the Inbox of a user and delegate the
assigned tasks to another user or group to resolve bottlenecks.
About Managing a Process
The Workflow Manager allows you to:
Retrieve a Process
Search for a Process
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How to Retrieve a Process
A Power User or the Supervisor can retrieve a particular Process to know its status.
With the SMARTEAM Workflow Manager launched:
1
Click the Search Processes icon.
The Search Processes window appears.
Search results
Click Find Now.
Enter the appropriate search criteria in
the fields under each tab.
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The search results
are displayed in a list.
Click New Search at any time to cancel
your selections and begin a fresh search.
Search
criteria tabs
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How to Search for a Process Based on Criteria
Check the Match Case checkbox if the case of
the required Process is critical to the search.
Click Run.
The search results are
displayed in a list.
Enter the search criteria in the General
and/or Additional tabs.
4
SMARTEAM Workflow Manager allows the Power User or the Supervisor to search for
Processes by attributes. This is a kind of advanced search option.
1
Click the Search Processes by Attribute icon.
Process tree
Search tabs
The Search by Attribute dialog appears.
3
Expand the Process tree to display a list of
Process Types, and select one. The Search
by Attributes window expands to display
the attributes of the selected Process Type.
2
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How to Reassign a Process (1/2)
Click the Open User Inbox icon.
Select the user whose Inbox
you want to open and click OK.
1 2
The users SmartBox opens.
Select the Process you want to delegate.
Right-click to open the contextual menu
and select Reassign.
The Supervisor or the Power User can review and reassign the Process to a new user,
in order to resolve bottlenecks, if any.
3 Select the existing
users and click
Remove.
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How to Reassign a Process (2/2)
Select the user(s) you want to reassign the
Process to and click To ->.
Click OK to assign the
user to the Process.
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You can select more than one
user for the task. In that case, you
must select a Policy (And/Or).
4
Click To to display panel for
selecting the new user.
Click OK to
confirm and close
the Users panel.
7
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Keeping Track of a Process
This section explains how you can keep track of Processes using the Workflow
Manager.
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About Tracking a Process
The SMARTEAM - Workflow Manager is a powerful tool that enables an Administrator to
monitor various Processes in an organization and resolve bottlenecks, if any.
The Workflow Manager provides tools that enable an Administrator to:
Search for Processes
View Process statistics
Modify a Process on-the-fly by:
reassigning a Node
changing a Task
deleting a Process
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Why Track a Process
Processes need to be tracked for the following reasons:
To improve operational efficiency
To resolve bottlenecks
To make routing decisions
By using Workflow Manager search tools, the Supervisor or the Power User can identify
Processes that are problematic or causing delays. He/she can then modify a Process by
reassigning Nodes and Tasks.
The Workflow Manager keeps Administrators/Supervisors notified of the flow of
documents in a process at all times.
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Analyze the Track of the Process
Number of days per process
Past due date Process
Viewing Statistics
The Workflow Manager generates statistics which reflect the status of Processes in
flow. For each type of Process the average time span is displayed. This enables an
Administrator/Supervisor to analyze and modify the workflow to make it more
efficient.
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How to Visualize the Track of a Process
A Power User or the Supervisor can retrieve a particular Process to know its status.
1
Click the Search Processes icon.
The Search Processes window appears.
Search results
Click Find Now.
Activate the Past Due tab.
2
3
The search results are
displayed in a list.
You can choose from the various options shown above to
locate Processes that are past due dates. After locating such
Processes, the Power User can take necessary actions.
Choose the All past due processed
option.
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To Sum Up
You have learnt how to use SMARTEAM - Workflow to work with Processes.
You have also seen the various steps involved when working with a Process:
Initiating the Process
Working with the Process
Managing the Process
Keeping track of the Process
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Time to Practice
You are now able to practice what you have learned with the Recap Exercise:
Initiating and Managing a Process.
Recap Exercise: Initiating and
Managing a Process
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Time to Practice
You are now able to practice what you have learned with the SMARTEAM -
Workflow Master Exercise.
SMARTEAM - Workflow Master Exercise

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