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Working with Solid Edge SP. Self-Paced Training. Course overview. Course overview. This course teaches Solid Edge SP end users how to manage CAD data. Prerequisites. You must be familiar with Solid Edge and with Microsoft SharePoint. Course objectives. • • • •.
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WorkingwithSolidEdgeSP Self-PacedTraining
Courseoverview ThiscourseteachesSolidEdgeSPendusershowtomanageCADdata.
Prerequisites YoumustbefamiliarwithSolidEdgeandwithMicrosoftSharePoint.
Courseobjectives • • • • BecomefamiliarwiththebasicelementsoftheSolidEdgeSPinterface. Learnhowtobrowsefordataandviewobjectrelationships. UnderstandhowyoucanmanagechangestoyourdatausingECRsand ECOs. Learnhowtotrackchangesusingprojectsandhowtomarkprojectscomplete.
Coursescenario Inthisscenario,youtakeonthefollowinguserrolestoperformvariousfunctions: • • • Designer Pitcrewmember Engineeringmanager
Howtousethiscourse • • Thiscourseincludesactivitiesintheformofinteractivesimulations. Usethecontrolsatthebottomofthesimulationwindowto: o o o o o o Restartthesimulation Playorpausethesimulation Skipahead Goback Mutethesimulation Turnclosedcaptioningonoroff
DisplaytheHelp 1. 2. 3. FromanysiteinSolidEdgeSP,clicktheHelpbuttonlocatedunderyour username. ClicktheHomebutton. Dooneofthefollowing: • • ClicktheSolidEdgeSPUserHelplink. ClicktheSharePointFoundation2010link. 4. BrowsetheHelporsearchforspecifictopics.
IntroductiontoSolidEdgeSP Purpose ThepurposeofthislessonistointroduceyoutoSolidEdgeSP. Objective Afteryoucompletethislesson,youshouldbeableto: • • UnderstandhowyoucanuseSolidEdgeSPtomeetyourbusinessneeds. IdentifythemajorcomponentsoftheSolidEdgeSPinterface.
SolidEdgeSPoverview • • • SolidEdgeSPisbuiltontheMicrosoftSharePointplatform. UseSolidEdgeSPtomanageCADengineeringdata. SolidEdgeSPispre-configuredbutitisalsoconfigurablesoyoucan customizeittofityourcompany’sneeds. Note SometimesSolidEdgeSPisreferredtoasInsightXTorIXT.
SolidEdgeSPinterface TheSolidEdgeSPinterfaceissimilartoSharePointbecauseSolidEdgeSP isbuiltontopofSharePoint. Ribbon QuickLaunch WebParts
SolidEdgeSPinterface InSolidEdgeSPyouworkwithtwobasictypesofobjects: • • Containers Documents
Ribbon Theribbon: • • Istheareaatthetopofeachpagethatcontainstheapplicationcommands. IncludestheSolidEdgeSPHometabandthedatasites: o o o o In-House Purchased Sandbox Documents
SolidEdgeSPHometab TheSolidEdgeSPHometab: • • Iscontextsensitive. ProvidesaccesstoSolidEdgeSPfunctionality.
QuickLaunch TheQuickLaunchgivesyouquickaccesstoSolidEdgeSPandSharePoint capabilities.
QuickLaunch TheQuickLaunchincludestheSolidEdgeSPToolssites: • • • • • Projects Carts Search ChangeManagement Configuration
WebParts WebPartsaddfunctionalitytositepagesinMicrosoftSharePoint. ThefollowingareSolidEdgeSPWebParts: • • • • ContentBrowser RelationBrowser Search Documentlibraries
Activity:ExploretheSolidEdgeSPinterface Inthissimulation,youexplorethebasicelementsoftheSolidEdgeSPinterface.
BrowsingfordataintheContent Browser
Browsingfordata Purpose ThepurposeofthislessonistoshowyouhowtobrowsefordatainSolidEdgeSP. Objective Afteryoucompletethislesson,youshouldbeableto: • • • • • Browsethroughsites,documentlibraries,foldersandsoon,usingthe ContentBrowser. Knowhowdataisorganizedintosites,documentlibraries,folders,parts, andpartrevisions. SendobjectstotheRelationBrowserforfurtherinvestigation. Previewathumbnailofanobjectandviewobjectproperties. AddobjectstoFavorites.
ContentBrowseroverview TheContentBrowser: • • • Enablesyoutonavigatewithinthephysicalstructureofsites,libraries, folders,parts,andrevisions. DisplaysSharePointfoldersfirst,followedbySolidEdgeSPobjects. IsavailableinthedatasitesandsomeoftheToolssites.
Dataorganization • • • • Dataisorganizedindatasites. Withinsites,dataisorganizedindocumentlibraries. Insidedocumentlibrariesarefolders,parts,andpartrevisions. PartsandpartrevisionsarefundamentaldataobjectsusedtomanageCAD information.
Dataorganization • • • EverySolidEdgeSPpartcontainsatleastonepartrevision. Partsareusedtorepresentaproduct,part,orcomponent. Apartrevisioncancontainonlyone3DCADfilebutcancontainmany2D files,draftfiles,PDFfiles,andsoon.
HowdoI Thefollowingisalistofsampleproceduresrelatedtotheconceptsinthislesson. • • BrowsecontentintheContentBrowser DisplaytheQuickAccessMenu
Activity:Browsecontent Inthissimulation,you: • • • ExploretheContentBrowser. Browseforanassemblyfile. AddtheassemblytoFavoritessoitwillbereadilyavailableforuseina latersimulation.
Viewingobjectrelationships Purpose Thepurposeofthislessonistoshowyouhowtoexploretherelationalstructureof dataandhowtoanalyzepropertyvalues. Objective Afteryoucompletethislesson,youshouldbeableto: • • • • • • DisplayobjectsintheRelationBrowser. ChangetheviewsdisplayedintheRelationBrowser. Moveandresizethedisplay. Identifythemeaningofthedifferenticonsinthedisplay. Usetheshortcutmenu. Identifycheckoutinformationbasedonthecolorschemeintheindentedview.
Aboutobjectrelationships TheRelationBrowserenablesyouto: • Exploretherelationalstructureofdatainthemapview . • Analyzepropertyvaluesinthelistview andtheindentedview .
Viewingtheobjectrelationshipstructureasamap • UsetheMapViewbutton relationshiptypes. todisplaythestructuralinformationofall • Youcanviewobjectsasthumbnailsoricons:
Viewingtheobjectrelationshipstructureasatree UsetheIndentedViewbutton todisplayobjectrelationshipsasahierarchical tree,withconfiguredpropertyinformation.
Viewingtheobjectrelationshipstructureasalist UsetheListViewbutton propertyinformation. todisplayobjectrelationshipsasalist,withconfigured
Modifyingthemapviewdisplay • Tochangethewaythemapviewlooks,usetheRelationConfiguration command . • • Todisplayalloccurrencesorpackmultipleoccurrencesofidenticalobjects intoonestructurenode,selecttheCompactcheckbox. TomanipulatethedisplayinthemapviewintheRelationBrowser,clickthe Expand/CollapseToolbarbutton .
HowdoI Thefollowingisalistofsampleproceduresrelatedtotheconceptsinthislesson. • • • • • • Displaytheobjectrelationshipstructureasamap Displaytheobjectrelationshipstructureasatree Displaytheobjectrelationshipstructureasalist Modifythemapviewdisplay Compacttheviewofassemblies Manipulatethemapviewdisplay
Activity:Viewobjectrelationships Inthissimulation,you: • • ExploretheRelationBrowser. Investigatetherelationshipsbetweentheobjectsthatmakeupanassembly.
ManagingchangeswithECRs Purpose Thepurposeofthislessonistoshowyouhowtoworkwithengineeringchange requests(ECRs). Objective Afteryoucompletethislesson,youshouldbeableto: • • • • • • CreateECRs. EmbeddocumentsintoECRs. RefreshSolidEdgeSPtodisplayanychangestothedata. Searchfordata. LinkpartrevisionstoECRs. MarkuppartsinSolidEdgeSPViewertoprovidedetailedinstructionsto designers.
Overviewofengineeringchangerequests(ECR) • • • • Useengineeringchangerequests(ECRs)toidentifytheneedforchange ortoanalyzeachangerequirement. ECRsdonotgetreleased,andcannotgothroughworkflow,buttheircontents dogothroughworkflow. ECRsareconsideredtobepermanentbinders. DocumentsthatarespecifictoanECRshouldbeembeddedintheECR.
CreatingECRs • • YoucreateECRsintheChangeManagementsite. TheECRnumberingschemeisECR-####.Forexample,ECR-0001.
Embeddingdata • • • Youcanembeddataintovariouscontainers. Toembedobjects,youusetheUploadDocumentcommand. Embeddedfilesarenotupdated.
Searchingfordata • • • • Searchincludestwocategories:NamedSearchesandMySavedSearches. Thesearchsupportswildcardsandotherstandardsearchcriteria. ThesearchpagesavesthecriteriaofyourmostrecentsearchasLastSearch. Youcancreateandsavesearchesforlateruse.
Searchresultsoverview • • • • Searchresultsaredisplayedinthesearchwindow. Searchresultsarelimitedbyyouruserpermissions. Youcanlimitsearchresultsbycontenttypes. Youcanactonthesearchresultsbyright-clickinganyoftheresults.
Managingmultipleobjectsofthesametype • • • Youcanonlylinkobjectstotheactiveobject. Onlyoneobjectcanbeactiveatatime. Bydefault,theactiveobjectisthelatestobjectyoucreated. • Agreenstarontopofanobject’siconindicatesthattheobjectisactive: .
Linkingobjects • • • • Youcanlinkobjects,suchaspartsandECRs,toECOsorECOstoprojects. UsetheRelationBrowsertoviewthelinkeddata. Theobjecttowhichyouwanttolinkmustbetheactiveobject. Whenyoulinkorunlinkobjects,thesystemautomaticallyperformsanimplicit checkout.
Unlinkingobjects • UsetheUnlinkcommand tounlinkobjects. • • TheUnlinkcommandisavailablewhenyouright-clickanylinkintheRelation Browser. Whenyoulinkorunlinkobjects,thesystemautomaticallyperformsanimplicit checkout.
ViewingdatainSolidEdgeSPViewer • • • • UsetheSolidEdgeSPViewertosharemultipledocumentsinacollaborative environment. TolaunchtheSolidEdgeSPViewer,usetheOpeninViewercommand. TheAsSavedrevisionruledetermineswhichversionofthelinkeddocument toopen. SolidEdgeSPViewerdoesnotopenSolidEdgefiles.
HowdoI Thefollowingisalistofsampleproceduresrelatedtotheconceptsinthislesson. • • • • • • • CreateanECR Createandembedadocument Searchfordata Makeanobjectactive Linkobjects Unlinkanobject ViewdatainSolidEdgeSPViewer
Activity:CreateanECR Inthissimulation,you: • • Takeontheroleofapitcrewmember. CreateanECR. Note Asapitcrewmember,youdonothaveaccesstotheCADsystem,but youcanusetheECRtocommunicatetothedesignteamthechanges youwanttosee.
ManagingchangeswithECOs Purpose Thepurposeofthislessonistoshowyouhowtoworkwithengineeringchange orders(ECOs). Objective Afteryoucompletethislesson,youshouldbeableto: • • • • CreateECOs. LinkECRstoECOs. Limitthesearchresultsbyfilteringbycontenttypes. LinkpartrevisionstoECOs.