Dimensions CIVF User Guide

Dimensions CIVF User Guide
Table of Contents
1 Login to Dimensions Web Client.....................................................................2 2 Switching to CIVF Product & Project ..............................................................2 2. To select the project follow the instruction given in diagrams.......................3 3 Setting the Working Location.........................................................................4 4 Navigating the design part.............................................................................6 5 Request......................................................................................................... 7 5.1 Create Request........................................................................................7 5.2 Action the Request.................................................................................10 5.3 Delegate Request..................................................................................14 5.4 Request History.....................................................................................16 5.5 Request Template.................................................................................17 5.6 Users, Roles and Privileges....................................................................19 6 Item.............................................................................................................21 6.1 Create Item............................................................................................21 6.2 Check-Out.............................................................................................25 6.3 Undo Check-Out.....................................................................................29 6.4 Check-In.................................................................................................31 6.5 Get copy................................................................................................33 6.6 Update Item...........................................................................................34 6.7 Item History...........................................................................................38 6.8 Users, Roles and Privileges....................................................................39
1 Login to Dimensions Web Client

1. To open Dimension web client use the following link http://192.168.1.11:8080/dimensions/ (or) http://Avertime:8080/dimensions/ 2. Fill the User ID, Password, database name and click login
2 Switching to CIVF Product & Project

1. After login, the following screen will appear. To select the product, follow the instruction given in diagrams.
2. To select the project follow the instruction given in diagrams.
3 Setting the Working Location

Before working with Dimensions, we need to set the working location to some folder in our local machine. This is where the files gotten from/uploaded to the Dimensions repository are placed. Whenever we check-out, the files from
Dimensions are copied to this work location we set and we can modify the files locally and once completed, we can check-in back the modified files back to Dimensions. Once you set the working location, this will not change until you modify.
4 Navigating the design part

To navigate the design part tree, follow the following diagrams.
5 Request
When a problem, bug, or enhancement arises, you can create a request within Dimensions CM to represent that change or request. Requests help in the development lifecycle by automating the change process and reducing corrective cycles. Requests also have lifecycles.
5.1 Create Request

1. 2. 3. 4. 5. To create the request follow the following steps Login as yourself with LDAP user name and password Click the or Requests tab Select the desired design part in the navigation area Click the New button in the tool bar
6. When you click New icon in tool bar, it will display list of request types.
7. After choosing request type, following screen will appear
8. In General tab, we need to fill the title, description. Dimensions automatically shows the selected design part and project. If you want to change, you can change 9. You can also attach one or more files with the request that you are going to create
10. After creating request, the content area of particular design part will display the list of requests.
5.2 Action the Request Actioning the Request moves the request from one state to another state in the lifecycle and also it facilitates assign / hand-off a request to someone else who is responsible for the next action.
1. 2. 3. 4. 5. To action the request follow the following steps Login as yourself with LDAP user name and password Check the inbox which is in My current project tab or Requests tab Select the request(click the check box) in the content area Click the Action button in the tool bar
6. If you click Action following screen will appear 7. Select the next state where you want to action the request. By default it will show the next state of the request lifecycle 8. Then click next
9. Following diagram will show the necessary attribute related to the role 10. Make sure the Role section will show your current role 11. Fill the necessary attribute 12. Then click next
13. After click the Next, the following screen will display 14. If you want to add comment with respect to the requests action, you can add. But its optional only 15. Then press Finish
16. After clicking Finish, your Inbox is clear now. See the following diagram
5.3 Delegate Request Using delegate request you can delegate the request to some user playing that role in the same/next state or fore-coming states. 1. To delegate the request follow the following steps 2. Login as yourself with LDAP user name and password 3. Check the inbox which is in My current project tab or Requests tab 4. Select the request(click the check box) in the content area 5. Click the Delegate button in the tool bar
6. After Clicking the Delegate button following screen will appear 7. Select the role that you want to delegate and click Next
8. Add one or more users to delegate the particular request
5.4 Request History

To view the history of the attribute, follow these steps 1. Click the ECR request, that is shown in following diagram
2. Select the History tab, that is shown in following diagram
5.5
Request Template
A request template is a user-defined text file that specifies the content and layout of a request when it is browsed or printed.
The template might include the following The Dimensions CM identity of the request, including the product ID, request type, and serial number. The status of the request. The values for one or more user-defined attributes. The date of the last update. To view the request template select the particular request, which is shown in following diagram
Select the preview tab, this will show the request template
5.6 Users, Roles and Privileges 1. To view the Users, Roles, Privileges follow the following steps 2. Select Request Tab and choose ECR from your inbox 3. Select More button from tool bar, drop down list will appear 4. Select Users, Roles and Privileges
5. This show the following window 6. In Users it is pending for tab shows the users who has this request in their inbox
7. The Role Assignments tab shows the Roles, Users, Role Type and Capability
8. The Privileges tab shows the list of privileges enabled/disabled for this current role
6 Item
Items are files of your project. Typical items are source code files, executables, program resources such as graphics, and specification documents. Entire directories of files can also be items. Items are versioned objects with full lifecycle support. Each item is owned by a single design part and may be used by one or more other design parts.
6.1 Create Item 1. To create the item follow the following steps 2. Login as yourself with LDAP user name and password 3. Select the items tab and select the desired design part in navigation area 4. Click the Add Item button in the tool bar
5. Add item window is shown in below
6. We need to select desired item which is inside your work area
7. To add a new item, we need to specify a request that demands the addition of this item so select the corresponding request(s) from your inbox 8. When you click relate request button the following screen will appear 9. To filter the corresponding request from list of requests, we need to check the Is in my Inbox option then click Next
10. This will show following screen with related request(s)
11. If your file extension is one of the following, you must select the Item Type option inside Advance option in Add Item window
a) b) c) d)
.xls .xlsx .xlsm .dwg
12. If your file extension is not in above list, you can directly click Ok button 13. If you choose Advance option the following window will appear
14. After selecting item type click Attributes tab
15. In the above window, fill the mandatory attribute Drawing Revision and click ok After creating new item it will display in content area of particular design part
6.2
Check-Out
To extract an item from the Dimensions database so you can work on it. When you check out an item, Dimensions creates a new item revision and places it in your working location. The revision is locked in Dimensions CM so no one else can change it. When you finish working with it, you check in the item. 1. To check out the file, follow the following instructions 2. Select the item which you want to check out and click Check Out button in tool bar
3. Following window will appear 4. Leave the default options as it is 5. Select the related request by pressing the button in following window
6. If you click the button following window will display 7. Select Is in my Inbox option to filter the list of requests
8. Then click Next 9. This will show following screen with related request(s) 10. Choose the corresponding request and click Finish
11. Select Attribute tab in the check out window 12. Fill the mandatory attribute and click Ok
13. After you check out, the content area is shown in below 14. The revision of the file is increased and the item icon is changed
6.3 Undo Check-Out

If you need to cancel the previous check-out, you can use Undo check-out option in the tool bar 1. To perform Undo check-out, follow these instructions 2. Select particular item that is already Check-Out 3. Click Undo Check-Out in the tool bar
4. Following window will appear, click Ok
5. We can see the revision number is same as old revision number in following diagram
6.4 Check-In
To return a currently checked-out item to the Dimensions database 1. To check-In the file you can follow these steps 2. Select the Items tab and select the particular file that you want to checkIn back 3. Click Check-In button in the tool bar
4. This will show the following diagram 5. Leave the default options as it is, and fill the description then click Attribute tab
6. This will show the following diagram 7. Fill the Drawing Revision if necessary. Then click Ok
6.5 Get copy Get a copy of an item revision so you can view it without checking it out. When you get a copy of an item revision, Dimensions CM leaves the revision in its current state (checked in or checked out) and creates a read-only copy in your working folder.
1. To perform get copy, follow these steps 2. Select the Items tab and select the particular file(s) that you want to get a copy 3. Click Get copy button in the tool bar
4. Following window will appear 5. Leave the default options as it is and click Ok
6.6 Update Item Update an item when you want to create a new revision using the contents of a file in your working folder. Updating an item is one that you do not need to check out the item first. When you update an item, the revision ID is changed according to your process model rules.
1. To update the item follow the following instruction 2. Before Update item you should perform get copy of item(s) which you want to update Note: After perform the Get Copy you need to change the downloaded files into writable format, and then only you can edit and update the files a. To change the working file into writable one, right click on that file and select Properties
b. In properties dialog box uncheck Read-only check box and click Ok
3. Select the Items tab and select the particular file(s) or design part that you want to update 4. Click Update Item button in the tool bar 5. Following diagram shows this
6. Leave the default options as it is 7. Select the related request by clicking button in following window 8. Fill the description
9. If you click the Related request button following window will display
10. Select Is in my Inbox option to filter the list of requests
11. Following window will appear then click Finish
12. Select Attribute tab and fill the Drawing Revision attribute and click Ok
6.7 Item History To view the history of the item, follow these steps 1. Select the Items check box in the content area and click History , that is shown in following diagram
2. This will show the following window 3. This includes all the revisions of the particular item with full details like modified date, comment, previous revision, current status, etc., 4. Here we can perform check in, check out, get copy, update, action and delegate on particular revision
6.8 Users, Roles and Privileges 1. To view the Users, Roles, Privileges follow the following steps 2. Select Item Tab and choose particular Item in content area 3. Select More button from tool bar, drop down list will appear 4. Select Users, Roles and Privileges
5. This show the following window 6. In Users it is pending for tab shows the users who has this item in their inbox
7. The Role Assignments tab shows the Roles, Users, Role Type and Capability
8. The Privileges tab shows the list of privileges enabled/disabled for this current role

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