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Working with Solid Edge SP

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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Working with Solid Edge SP

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  1. WorkingwithSolidEdgeSP Self-PacedTraining

  2. Courseoverview

  3. Courseoverview ThiscourseteachesSolidEdgeSPendusershowtomanageCADdata.

  4. Prerequisites YoumustbefamiliarwithSolidEdgeandwithMicrosoftSharePoint.

  5. Courseobjectives • • • • BecomefamiliarwiththebasicelementsoftheSolidEdgeSPinterface. Learnhowtobrowsefordataandviewobjectrelationships. UnderstandhowyoucanmanagechangestoyourdatausingECRsand ECOs. Learnhowtotrackchangesusingprojectsandhowtomarkprojectscomplete.

  6. Coursescenario Inthisscenario,youtakeonthefollowinguserrolestoperformvariousfunctions: • • • Designer Pitcrewmember Engineeringmanager

  7. Howtousethiscourse • • Thiscourseincludesactivitiesintheformofinteractivesimulations. Usethecontrolsatthebottomofthesimulationwindowto: o o o o o o Restartthesimulation Playorpausethesimulation Skipahead Goback Mutethesimulation Turnclosedcaptioningonoroff

  8. DisplaytheHelp 1. 2. 3. FromanysiteinSolidEdgeSP,clicktheHelpbuttonlocatedunderyour username. ClicktheHomebutton. Dooneofthefollowing: • • ClicktheSolidEdgeSPUserHelplink. ClicktheSharePointFoundation2010link. 4. BrowsetheHelporsearchforspecifictopics.

  9. IntroducingSolidEdgeSP

  10. IntroductiontoSolidEdgeSP Purpose ThepurposeofthislessonistointroduceyoutoSolidEdgeSP. Objective Afteryoucompletethislesson,youshouldbeableto: • • UnderstandhowyoucanuseSolidEdgeSPtomeetyourbusinessneeds. IdentifythemajorcomponentsoftheSolidEdgeSPinterface.

  11. SolidEdgeSPoverview • • • SolidEdgeSPisbuiltontheMicrosoftSharePointplatform. UseSolidEdgeSPtomanageCADengineeringdata. SolidEdgeSPispre-configuredbutitisalsoconfigurablesoyoucan customizeittofityourcompany’sneeds. Note SometimesSolidEdgeSPisreferredtoasInsightXTorIXT.

  12. SolidEdgeSPinterface TheSolidEdgeSPinterfaceissimilartoSharePointbecauseSolidEdgeSP isbuiltontopofSharePoint. Ribbon QuickLaunch WebParts

  13. SolidEdgeSPinterface InSolidEdgeSPyouworkwithtwobasictypesofobjects: • • Containers Documents

  14. Ribbon Theribbon: • • Istheareaatthetopofeachpagethatcontainstheapplicationcommands. IncludestheSolidEdgeSPHometabandthedatasites: o o o o In-House Purchased Sandbox Documents

  15. SolidEdgeSPHometab TheSolidEdgeSPHometab: • • Iscontextsensitive. ProvidesaccesstoSolidEdgeSPfunctionality.

  16. QuickLaunch TheQuickLaunchgivesyouquickaccesstoSolidEdgeSPandSharePoint capabilities.

  17. QuickLaunch TheQuickLaunchincludestheSolidEdgeSPToolssites: • • • • • Projects Carts Search ChangeManagement Configuration

  18. WebParts WebPartsaddfunctionalitytositepagesinMicrosoftSharePoint. ThefollowingareSolidEdgeSPWebParts: • • • • ContentBrowser RelationBrowser Search Documentlibraries

  19. Activity:ExploretheSolidEdgeSPinterface Inthissimulation,youexplorethebasicelementsoftheSolidEdgeSPinterface.

  20. BrowsingfordataintheContent Browser

  21. Browsingfordata Purpose ThepurposeofthislessonistoshowyouhowtobrowsefordatainSolidEdgeSP. Objective Afteryoucompletethislesson,youshouldbeableto: • • • • • Browsethroughsites,documentlibraries,foldersandsoon,usingthe ContentBrowser. Knowhowdataisorganizedintosites,documentlibraries,folders,parts, andpartrevisions. SendobjectstotheRelationBrowserforfurtherinvestigation. Previewathumbnailofanobjectandviewobjectproperties. AddobjectstoFavorites.

  22. ContentBrowseroverview TheContentBrowser: • • • Enablesyoutonavigatewithinthephysicalstructureofsites,libraries, folders,parts,andrevisions. DisplaysSharePointfoldersfirst,followedbySolidEdgeSPobjects. IsavailableinthedatasitesandsomeoftheToolssites.

  23. Dataorganization • • • • Dataisorganizedindatasites. Withinsites,dataisorganizedindocumentlibraries. Insidedocumentlibrariesarefolders,parts,andpartrevisions. PartsandpartrevisionsarefundamentaldataobjectsusedtomanageCAD information.

  24. Dataorganization • • • EverySolidEdgeSPpartcontainsatleastonepartrevision. Partsareusedtorepresentaproduct,part,orcomponent. Apartrevisioncancontainonlyone3DCADfilebutcancontainmany2D files,draftfiles,PDFfiles,andsoon.

  25. HowdoI Thefollowingisalistofsampleproceduresrelatedtotheconceptsinthislesson. • • BrowsecontentintheContentBrowser DisplaytheQuickAccessMenu

  26. Activity:Browsecontent Inthissimulation,you: • • • ExploretheContentBrowser. Browseforanassemblyfile. AddtheassemblytoFavoritessoitwillbereadilyavailableforuseina latersimulation.

  27. Viewingobjectrelationships

  28. Viewingobjectrelationships Purpose Thepurposeofthislessonistoshowyouhowtoexploretherelationalstructureof dataandhowtoanalyzepropertyvalues. Objective Afteryoucompletethislesson,youshouldbeableto: • • • • • • DisplayobjectsintheRelationBrowser. ChangetheviewsdisplayedintheRelationBrowser. Moveandresizethedisplay. Identifythemeaningofthedifferenticonsinthedisplay. Usetheshortcutmenu. Identifycheckoutinformationbasedonthecolorschemeintheindentedview.

  29. Aboutobjectrelationships TheRelationBrowserenablesyouto: • Exploretherelationalstructureofdatainthemapview . • Analyzepropertyvaluesinthelistview andtheindentedview .

  30. Viewingtheobjectrelationshipstructureasamap • UsetheMapViewbutton relationshiptypes. todisplaythestructuralinformationofall • Youcanviewobjectsasthumbnailsoricons:

  31. Viewingtheobjectrelationshipstructureasatree UsetheIndentedViewbutton todisplayobjectrelationshipsasahierarchical tree,withconfiguredpropertyinformation.

  32. Viewingtheobjectrelationshipstructureasalist UsetheListViewbutton propertyinformation. todisplayobjectrelationshipsasalist,withconfigured

  33. Modifyingthemapviewdisplay • Tochangethewaythemapviewlooks,usetheRelationConfiguration command . • • Todisplayalloccurrencesorpackmultipleoccurrencesofidenticalobjects intoonestructurenode,selecttheCompactcheckbox. TomanipulatethedisplayinthemapviewintheRelationBrowser,clickthe Expand/CollapseToolbarbutton .

  34. HowdoI Thefollowingisalistofsampleproceduresrelatedtotheconceptsinthislesson. • • • • • • Displaytheobjectrelationshipstructureasamap Displaytheobjectrelationshipstructureasatree Displaytheobjectrelationshipstructureasalist Modifythemapviewdisplay Compacttheviewofassemblies Manipulatethemapviewdisplay

  35. Activity:Viewobjectrelationships Inthissimulation,you: • • ExploretheRelationBrowser. Investigatetherelationshipsbetweentheobjectsthatmakeupanassembly.

  36. Managingchanges

  37. ManagingchangeswithECRs Purpose Thepurposeofthislessonistoshowyouhowtoworkwithengineeringchange requests(ECRs). Objective Afteryoucompletethislesson,youshouldbeableto: • • • • • • CreateECRs. EmbeddocumentsintoECRs. RefreshSolidEdgeSPtodisplayanychangestothedata. Searchfordata. LinkpartrevisionstoECRs. MarkuppartsinSolidEdgeSPViewertoprovidedetailedinstructionsto designers.

  38. Overviewofengineeringchangerequests(ECR) • • • • Useengineeringchangerequests(ECRs)toidentifytheneedforchange ortoanalyzeachangerequirement. ECRsdonotgetreleased,andcannotgothroughworkflow,buttheircontents dogothroughworkflow. ECRsareconsideredtobepermanentbinders. DocumentsthatarespecifictoanECRshouldbeembeddedintheECR.

  39. CreatingECRs • • YoucreateECRsintheChangeManagementsite. TheECRnumberingschemeisECR-####.Forexample,ECR-0001.

  40. Embeddingdata • • • Youcanembeddataintovariouscontainers. Toembedobjects,youusetheUploadDocumentcommand. Embeddedfilesarenotupdated.

  41. Searchingfordata • • • • Searchincludestwocategories:NamedSearchesandMySavedSearches. Thesearchsupportswildcardsandotherstandardsearchcriteria. ThesearchpagesavesthecriteriaofyourmostrecentsearchasLastSearch. Youcancreateandsavesearchesforlateruse.

  42. Searchresultsoverview • • • • Searchresultsaredisplayedinthesearchwindow. Searchresultsarelimitedbyyouruserpermissions. Youcanlimitsearchresultsbycontenttypes. Youcanactonthesearchresultsbyright-clickinganyoftheresults.

  43. Managingmultipleobjectsofthesametype • • • Youcanonlylinkobjectstotheactiveobject. Onlyoneobjectcanbeactiveatatime. Bydefault,theactiveobjectisthelatestobjectyoucreated. • Agreenstarontopofanobject’siconindicatesthattheobjectisactive: .

  44. Linkingobjects • • • • Youcanlinkobjects,suchaspartsandECRs,toECOsorECOstoprojects. UsetheRelationBrowsertoviewthelinkeddata. Theobjecttowhichyouwanttolinkmustbetheactiveobject. Whenyoulinkorunlinkobjects,thesystemautomaticallyperformsanimplicit checkout.

  45. Unlinkingobjects • UsetheUnlinkcommand tounlinkobjects. • • TheUnlinkcommandisavailablewhenyouright-clickanylinkintheRelation Browser. Whenyoulinkorunlinkobjects,thesystemautomaticallyperformsanimplicit checkout.

  46. ViewingdatainSolidEdgeSPViewer • • • • UsetheSolidEdgeSPViewertosharemultipledocumentsinacollaborative environment. TolaunchtheSolidEdgeSPViewer,usetheOpeninViewercommand. TheAsSavedrevisionruledetermineswhichversionofthelinkeddocument toopen. SolidEdgeSPViewerdoesnotopenSolidEdgefiles.

  47. HowdoI Thefollowingisalistofsampleproceduresrelatedtotheconceptsinthislesson. • • • • • • • CreateanECR Createandembedadocument Searchfordata Makeanobjectactive Linkobjects Unlinkanobject ViewdatainSolidEdgeSPViewer

  48. Activity:CreateanECR Inthissimulation,you: • • Takeontheroleofapitcrewmember. CreateanECR. Note Asapitcrewmember,youdonothaveaccesstotheCADsystem,but youcanusetheECRtocommunicatetothedesignteamthechanges youwanttosee.

  49. ManagingchangeswithECOs

  50. ManagingchangeswithECOs Purpose Thepurposeofthislessonistoshowyouhowtoworkwithengineeringchange orders(ECOs). Objective Afteryoucompletethislesson,youshouldbeableto: • • • • CreateECOs. LinkECRstoECOs. Limitthesearchresultsbyfilteringbycontenttypes. LinkpartrevisionstoECOs.

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