collaboration and data management

Pro/ENGINEER®

Wildfire™ 2.0

Collaboration and Data Management Help Topic Collection

Parametric Technology Corporation

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vii

Table of Contents Pro/ENGINEER Collaborative Environment.......................................................... 1

About Pro/ENGINEER Collaborative Environment .............................................. 1

Collaboration Scenarios ................................................................................ 1

About Collaboration Scenarios: Pro/ENGINEER and Windchill Integration .......... 1

Scenario 1: To Download a Part from the Workspace ..................................... 2

Scenario 2: To Assemble a Component from the Windchill Database ................ 2

Scenario 3: To Assemble a Windchill PartsLink Component into an Assembly..... 3

Scenario 4: To Incorporate a Part from Windchill ProjectLink........................... 3

Collaboration Scenarios: Users Without Windchill........................................... 4

Collaboration for Pro/ENGINEER Users (without PDM).................................. 4

Integrating Pro/ENGINEER and Pro/INTRALINK .......................................... 5

Pro/ENGINEER Browser ................................................................................ 5

About the Pro/ENGINEER Browser ............................................................... 5

Browser Controls....................................................................................... 6

To Set Your Own Home Page ...................................................................... 6

Using the "proep" Protocol.......................................................................... 6

Setting Browser Options on UNIX Machines .................................................. 7

Navigation Tools .......................................................................................... 7

About the Navigation Tools......................................................................... 7

Working with the Navigation Tabs............................................................. 8

Folders .................................................................................................... 8

About the Folder Navigator ...................................................................... 8

Browsing File Systems in the Folder Navigator......................................... 8

To Preview and Retrieve a Model Using the Folder Navigator ........................ 8

Folder Content for the Local File System.................................................... 9

Folder Content for Windchill Cabinets ........................................................ 9

Manipulating Folders ..............................................................................10

Using the Toolbar Icons.......................................................................10

Using the Shortcut Menu .....................................................................10

Table of Contents

viii

Favorites.................................................................................................11

About the Favorites Navigator .................................................................11

To Add a Favorite Link to the Favorites Navigator ......................................11

To Organize Favorites ............................................................................11

History ...................................................................................................12

About the History Navigator....................................................................12

Opening and Closing the History Navigator.............................................12

Removing Items in the History Navigator ...............................................12

Sorting Items in the History Navigator...................................................12

Search....................................................................................................13

About the Model Search .........................................................................13

Search Results ......................................................................................13

Specifying Sorting Preferences .............................................................14

To Conduct a Simple Search ...................................................................14

To Conduct an Advanced Search..............................................................14

Connections ............................................................................................15

About the Connections Navigator.............................................................15

PTC Supplied Connections....................................................................16

To Add New Connections ........................................................................16

To Add a New PTC Solution ..................................................................16

To Add a Link to a Connection Instance .................................................16

To Add a Favorite Link to the Connections Navigator ..................................16

To Manage Connections..........................................................................17

To Reorder Nodes ...............................................................................17

To Delete Nodes .................................................................................17

To Rename Nodes...............................................................................17

To View Connection Properties..............................................................17

Customizing Connections Company-Wide...............................................17

To Subscribe to Connections ...................................................................18

Accessing PartsLink ...............................................................................18

About the Windchill PartsLink Connection...............................................18

Table of Contents

ix

Subscribing to the Windchill PartsLink Connection ...................................18

To Add a Shortcut to the Windchill PartsLink Catalog ...............................19

About Catalog Parts ............................................................................19

To Incorporate Catalog Parts into Your Model .........................................20

Accessing Windchill ProjectLink ...............................................................21

About the Windchill ProjectLink Connection ............................................21

Accessing Pro/COLLABORATE..................................................................21

To Add the Windchill ProjectLink or Pro/COLLABORATE Connection............21

Mail Tool....................................................................................................21

About the Mail Tool ..................................................................................21

Setting Up the Mail Tool on UNIX Machines..................................................22

To Mail Pro/ENGINEER Objects as Attachments ............................................22

Setting Up Your Collaborative Environment ....................................................23

About Supported Servers ..........................................................................23

Server Terminology ..................................................................................24

Managing Servers ....................................................................................24

To Register a Server ..............................................................................24

Using the Server Registry Dialog Box .......................................................25

The Server Tab ..................................................................................25

The Workspace Tab.............................................................................26

Connecting to the Server at Startup.........................................................26

To Set the Primary Server ......................................................................26

To Edit Server Properties........................................................................26

To Remove a Connection to a Server .......................................................27

To Work Online or Offline .......................................................................27

Setting Up Windchill Servers......................................................................28

About Setting Up Your PDM System .........................................................28

Using Workspaces on Windchill Servers .................................................28

To Configure Your PDM System ...............................................................28

To Change the Default File Location to the Local Directory ..........................29

Registering a Project ................................................................................29

Table of Contents

x

About Registering Windchill ProjectLink ....................................................29

Using Windchill ProjectLink as a PDM Tool ..............................................29

Using Windchill ProjectLink as a File Repository ......................................30

Cache Management ..................................................................................30

About Cache Conversion.........................................................................30

About Cache Management ......................................................................30

To Change the Cache Size ......................................................................30

To View Cache Information .....................................................................30

To Clear the Cache ................................................................................31

To Clear the Cache for a Specific Workspace .............................................31

Working with FTP Sites .............................................................................31

Accessing Data on FTP Sites ...................................................................31

User Authentication ............................................................................31

Navigating to an Unregistered Location..................................................31

Working with a Registered FTP Site..........................................................32

Retrieving Pro/ENGINEER Models from an FTP Site..................................32

Customizing the Browser and Navigator .........................................................32

To Customize the Browser.........................................................................32

Using the Shortcut Menu for Browser Customization .....................................33

To Customize the Navigation Tabs..............................................................33

Data Management .........................................................................................35

Using Data Management ..............................................................................35

About Data Management in Pro/ENGINEER ..................................................35

What Is Product Data Management? ........................................................35

PDM Server ..........................................................................................35

Checkout and Checkin............................................................................35

Workspace ...........................................................................................36

Iteration ..............................................................................................37

Version ................................................................................................37

CAD Document .....................................................................................37

Part .....................................................................................................37

Table of Contents

xi

Upload .................................................................................................37

Download.............................................................................................38

Update.................................................................................................38

Configuring Data Management......................................................................38

About Configuring Data Management ..........................................................38

To Set Data Management Configuration Options...........................................38

Setting File Retrieval Options.....................................................................39

bitmap_size.............................................................................................40

disp_in_open_rep_create ..........................................................................40

dm_cache_size ........................................................................................40

dm_http_compression_level ......................................................................40

dm_remember_server ..............................................................................40

dm_secondary_upload ..............................................................................40

dm_overwrite_contents_on_update ............................................................41

dm_upload_objects ..................................................................................41

folder_display_file_limit ............................................................................41

let_proe_rename_pdm_objects ..................................................................41

open_simplified_rep_by_default.................................................................41

preferred_replica_sites .............................................................................41

Setting up the text file ...........................................................................42

Example text file: ..................................................................................42

pdm_rev.................................................................................................42

regenerate_read_only_objects ...................................................................42

save_bitmap ...........................................................................................42

save_bitmap_type....................................................................................42

Workspace.................................................................................................43

About the Workspace................................................................................43

Basic Workspace Functionality.................................................................43

Workspace Preferences .............................................................................44

About Workspace Preferences .................................................................44

To Set General Workspace Options ..........................................................44

Table of Contents

xii

To Set Part Configuration Specifications ...................................................45

To Set CAD Document Configuration Specifications ....................................46

Workspace Operations ..............................................................................47

To Create a New Workspace ...................................................................47

To Delete a Workspace...........................................................................47

To Change the Active Workspace.............................................................47

Rules for Changing a Workspace...........................................................48

Objects Operations in the Workspace..........................................................48

Checking Out Objects ............................................................................48

About Checkout..................................................................................48

To Check Out from the Workspace ........................................................49

To Undo Check-Out.............................................................................50

About Dynamic Check Out ...................................................................51

Updating Objects ................................................................................51

Downloading Objects ..........................................................................52

Checking In Objects...............................................................................53

About Checkin....................................................................................53

To Check In from the Workspace ..........................................................54

To Perform an Automatic Checkin .........................................................55

To Perform a Custom Checkin ..............................................................55

Revising Objects ...................................................................................56

About Revisions..................................................................................56

To Create a Revision ...........................................................................57

Saving, Uploading, and Removing Objects ................................................57

To Upload Objects to the Workspace .....................................................57

To Save a Copy ..................................................................................57

To Save As ........................................................................................58

To Remove Objects From the Workspace ...............................................60

Documents and Parts................................................................................61

To Create a CAD Document ....................................................................61

To Create a Part....................................................................................62

Table of Contents

xiii

Associating Parts and Documents ............................................................62

To Associate a Part to a CAD Document.................................................62

To Associate a CAD Document to a Part .................................................63

To Disassociate Objects .......................................................................63

Model Comparison ......................................................................................64

About Model Comparison...........................................................................64

To Compare two Versions of the Same Part .................................................64

Troubleshooting in Data Management ............................................................65

About Incomplete Objects .........................................................................65

What to do if you have an incomplete object that is preventing a checkin? ....65

Conflicts and Possible Actions ....................................................................65

Using Integrated Data Management ..............................................................68

Using Windchill Foundation and PDM...........................................................68

To Register a Windchill Server.................................................................68

To Change the Primary Server ................................................................68

From the Folder Navigator: ..................................................................69

From the Server Registry dialog box: ....................................................69

Using Windchill PDMLink ...........................................................................69

To Register a Windchill PDMLink Server ....................................................69

Using Windchill ProjectLink ........................................................................69

About the Windchill ProjectLink Connection ...............................................69

Primary vs. Secondary ........................................................................70

Using Windchill ProjectLink as a File Repository ......................................70

To Register a Windchill ProjectLink Server ................................................71

ProjectLink as a Secondary Server...........................................................71

To Open a Windchill ProjectLink Object In Pro/ENGINEER.........................71

To Check Out an Object in Windchill ProjectLink......................................72

To Undo Check Out in Windchill ProjectLink............................................73

To Check In an Object in Windchill ProjectLink........................................73

Using a Co-Installed Windchill Server..........................................................74

About Co-Installed Servers .....................................................................74

Table of Contents

xiv

Context .............................................................................................74

About Sharing on Co-Installed Servers .....................................................74

To Register a Co-Installed Server ............................................................75

About the Folder Navigator .....................................................................75

Using Pro/INTRALINK with Pro/ENGINEER ...................................................75

About the Pro/INTRALINK Workspace.......................................................75

To Register a Pro/INTRALINK Commonspace.............................................76

To Browse The Commonspace and Workspace...........................................77

About Application Behavior .....................................................................77

About Read-Only Files .........................................................................77

About Modification Warnings and Errors.................................................78

Models and Assemblies ..........................................................................78

To Open a Pro/INTRALINK Object .........................................................78

To Check-Out and Open a File in Pro/ENGINEER .....................................79

About Opening an Object with Dependents.............................................79

To Save a File to the Workspace ...........................................................80

To Save a Copy of a File to the Workspace.............................................80

To Check In an Object.........................................................................80

To Compare two Versions of the Same Part in Pro/INTRALINK ..................81

Conflicts in Pro/INTRALINK ..................................................................81

Index...........................................................................................................85

1

Pro/ENGINEER Collaborative Environment

About Pro/ENGINEER Collaborative Environment

Pro/ENGINEER collaborative environment incorporates project management, revision

control, information sharing, and publishing capabilities in your design session.

Pro/ENGINEER enables you to connect to various PTC Web-based applications and

Web sites, for example, PTC Customer Support site, from within a Pro/ENGINEER

session. The main features of the Pro/ENGINEER collaborative environment include:

• Connectivity—Common activities such as data management, data sharing, and

conferencing are an integral part of your Pro/ENGINEER session. You have direct

access to online catalogs, shared projects, and part configuration tools. The

Folder navigator lets you access files on your network as well as locations outside

the firewall.

• Web access—The Pro/ENGINEER browser provides easy access to Web-based

information and services such as Web sites, FTP sites, and online catalogs.

• Integrated data management—For users of Windchill, ProjectLink, Windchill

PDMLink, and Pro/INTRALINK, PDM (Product Data Management) functions are

integrated with Pro/ENGINEER. From a Pro/ENGINEER session, you have direct

access to the data management system. You can browse cabinets, search for

models in Windchill cabinets, check out or download models, and check models

back into the database.

• Design collaboration—Using Pro/COLLABORATE, you can collaborate on a

project together with your partners or suppliers, or publish and review your

designs.

• E-mail capability—Pro/ENGINEER supports a Send to capability, which enables

you to mail Pro/ENGINEER objects as links or attachments from inside your

Pro/ENGINEER session.

• Design Conference Center—Pro/ENGINEER has a built-in PTC Design

Conference Center that lets you work with team members in a common secure

environment that works through firewalls. You can create a shared space for

storing files and working together on Pro/ENGINEER objects. You can initiate or

join a shared Pro/ENGINEER session, with the ability to switch the Presenter role

to another participant. In addition, you can chat or exchange instant messages

with other participants of the shared space.

Collaboration Scenarios

About Collaboration Scenarios: Pro/ENGINEER and Windchill Integration

As a Pro/ENGINEER and Windchill user, you can take advantage of Windchill

solutions from within a Pro/ENGINEER session. Typically, you have a Windchill server

Collaboration and Data Management - Help Topic Collection

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registered as the primary server, and you start your session connected to Windchill.

The active workspace is your default location for saving and retrieving files.

Depending on the processes and tools you use to access, store, and share

engineering and business data, the Pro/ENGINEER collaborative environment gives

you the flexibility to follow a variety of scenarios in your day-to-day engineering

activities.

Scenario 1: To Download a Part from the Workspace

Note: To interact with the Windchill server from Pro/ENGINEER, you must register

the Windchill server with Pro/ENGINEER.

1. Start Pro/ENGINEER. If your server connection has been previously set up,

Pro/ENGINEER connects to the server at startup.

2. Enter your name and password to log in.

Note: The system prompts you to enter your user name and password for your

server when you attempt to perform a File > Open operation or if you select the

Windchill Cabinets or Windchill Workspace from the Folder navigator.

3. In the Folder navigator, click the active workspace. The Workspace Contents

page opens.

4. Select a part on the Workspace Contents page.

5. In the Actions column, click Open in Pro/ENGINEER. The selected part is

downloaded into Pro/ENGINEER.

6. When you begin to modify the part, for example by changing its dimensions,

Pro/ENGINEER displays a message asking you if you want to check out the part.

Click Yes to check out the part. The status of the part in the workspace changes

to checked out. You can now start making changes to the part.

7. When finished, you can save your part to the workspace or check it into the

database.

Note: Depending on how you set the configuration option, you predefine where

Pro/ENGINEER saves the part.

Scenario 2: To Assemble a Component from the Windchill Database

Note: To interact with the Windchill server from Pro/ENGINEER, you must register

the Windchill server with Pro/ENGINEER.

1. Create a new assembly in Pro/ENGINEER.

2. Use one of the following ways to locate and assemble a component:

o Using the Folder navigator

In the Folder navigator, click to expand the Windchill Cabinets node.

Navigate to the component. Locate the desired component and click Open.


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o Using Component > Assemble

Click Component > Assemble. The Open dialog box shows the contents

of the active workspace. Using the Look In list, navigate to the Windchill

Cabinets. Locate the desired component and drag the file name into the

graphics window.

o Using the search tool

Click to open a search tool in the navigator. Specify the location

(Windchill Cabinets), object type (Pro/ENGINEER model), and any of the

attributes (for example, the model name using wildcards). Click Search.

Review the results, find the desired component, and drag the file name into

the graphics window.

3. After you assemble the component, you can continue to add more components.

4. When finished, check the assembly in the Windchill database using Check In >

Custom Check In. Select a destination folder for your assembly.

Scenario 3: To Assemble a Windchill PartsLink Component into an Assembly

You can add a standard component to your model by accessing online Windchill

PartsLink catalogs and opening the selected part in Pro/ENGINEER.

1. In Pro/ENGINEER, retrieve an assembly from the workspace.

2. Click to open the Connections navigator.

3. Select the Catalogs node in the Connections navigator. The home page for

Windchill PartsLink opens in the Pro/ENGINEER browser.

4. Select a supplier catalog that you want to add as a link to Connections and click

Bookmark in Pro/ENGINEER. A node for the supplier catalog appears in the

Connections navigator.

5. Click on the supplier node in the Connections navigator. The home page for the

catalog appears in the Pro/ENGINEER browser.

6. Browse the catalog and select a component.

7. Drag the selected component into the Pro/ENGINEER graphics window.

8. Assemble the component.

9. After you assemble the component, you can check the assembly in Windchill

using Check In > Custom Check In.

Scenario 4: To Incorporate a Part from Windchill ProjectLink

You can add a component that you developed in collaboration with another engineer

by retrieving the part from the Windchill ProjectLink site.


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Note: To interact with ProjectLink from Pro/ENGINEER, you must register the project

with Pro/ENGINEER.

1. Open your assembly in Pro/ENGINEER.


3. Click ProjectLink in the Connections navigator.

4. Select a project from the project list.

5. Locate a part to open.

6. Drag the part name into the graphics window.

7. Assemble the part into the assembly.

8. When finished, you can save the assembly to the Windchill database.

Collaboration Scenarios: Users Without Windchill

Collaboration for Pro/ENGINEER Users (without PDM)

In addition to your regular design tasks, with the Pro/ENGINEER collaborative

environment, you can perform various activities, for example:

• Use Pro/COLLABORATE to share, review, and refine a design with your partner or

supplier.

• Use Windchill PartsLink catalogs to download standard components from a

supplier's catalog into your Pro/ENGINEER session.

• Acquire access to the Windchill database of a partner from another company who

uses Windchill solutions.

• Retrieve a part from an external site, such as an FTP site.

Scenario 1: Incorporate a part developed in collaboration with another engineer

using Pro/COLLABORATE.

1. Open your model in Pro/ENGINEER.


3. Select Pro/COLLABORATE in the Connections navigator.

4. Select a project from the project list.

5. Locate a part to open.

6. Click Open in Pro/ENGINEER.

7. Assemble the part into the assembly.

8. When finished, save the model.


5

Scenario 2: Your partner grants you access to their Windchill database.

If you collaborate with an engineer in a different organization, this engineer may give

you access to certain Windchill cabinets. This access enables you to check out,

download, or check in the engineering objects and business documents using the

Pro/ENGINEER browser.

Integrating Pro/ENGINEER and Pro/INTRALINK

Pro/INTRALINK users can perform file management operations from within a

Pro/ENGINEER session. For example, you can access Pro/INTRALINK Workspace and

Commonspace while in Pro/ENGINEER by using the File Open dialog box or from the

Folder navigator.

Pro/ENGINEER Browser

About the Pro/ENGINEER Browser

With the Pro/ENGINEER browser, you have access to Web sites, online catalogs, or

other online information. The browser is embedded in the Pro/ENGINEER window,

sliding over the graphics window. The browser opens a default home page. You can

set a different home page for the browser.

The contents of the Pro/ENGINEER browser depend on your task. As you switch to a

new navigation tool, the browser shows the corresponding content.

The browser has multiple browsing threads. In addition to the general thread for

information, file, and Web browsing, the browser maintains threads specific to a

task.

You can use the browser interactively with Pro/ENGINEER to perform the following

tasks:

• Browse the file system

• Preview Pro/ENGINEER models in the browser

• Open Pro/ENGINEER models by selecting them in the browser and dragging them

into the graphics window or by double-clicking the file name

• View the interactive Feature Information and BOM windows

• Access an FTP site

• View a Web site or a favorite Web location

• Browse and interact with your PDM system

• Connect to online resources:

o Access a project you work on with suppliers or vendors (using Windchill

ProjectLink or Pro/COLLABORATE).


6

o Access catalogs of standard components (using Windchill PartsLink). You

can browse and download catalog parts in Pro/ENGINEER by dragging them

into the graphics window.

o Add PTC Windchill Solutions as they become available.

o Access the Pro/ENGINEER User Community site.

Browser Controls

The Pro/ENGINEER browser toolbar contains standard control buttons: Back,

Forward, Stop, Refresh, Home, History, Print, and Save. To hide the buttons

and the address bar, right-click the browser toolbar to open a shortcut menu, and

clear the options Browser Toolbar and Address Bar. You can also hide the buttons

using Tools > Customize Screen.

To open or close the browser, click the arrows on the sash. You can adjust the width

of the browser by dragging the window sash. You can set the new browser

placement to be the default using Tools > Customize Screen.

To Set Your Own Home Page

You can set a home page to open by default in the Pro/ENGINEER browser. To

change the default home page, use one of the following methods:

• Set the web_browser_homepage option in the config.pro file. You can set this

option to point to any valid URL or local directory, using the syntax:

http://path/to/homepage.htm

For example, you can set the value as shown in these examples:

o http://www.abc.com

o /users/dev1/wf/

o /users/dev1/index.htm

• Set the web_browser_homepage option in the config.sup file.

Using the "proep" Protocol

proep:// is an internal protocol that allows for the Pro/ENGINEER browser to access

Pro/ENGINEER. It confines access strictly between the Pro/ENGINEER browser and

Pro/ENGINEER and does not allow access to or from external programs or servers.

For example, the proep:// protocol is used in the HTML Feature Info pages. These

pages contain hyperlinks that use the proep:// protocol to interact with

Pro/ENGINEER by allowing the page to, for instance, extract additional information or

highlight graphics in the Pro/ENGINEER graphics window.

Note:

• If an object (for example, a part) cannot be retrieved to perform a specified

proep:// action (info), the proep:// support code issues an error.


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• The proep:// protocol does not work when used in an external browser.

Setting Browser Options on UNIX Machines

If you work on a UNIX machine, the Pro/ENGINEER browser settings are stored in

the ptc-browser profile. You can access browser options using Browser Options on

the Tools menu.

1. Click Tools > Browser Options. The Browser Options dialog box opens.

2. Set the options as desired.

Note: Click Help on the Browser Options dialog box to access Mozilla online

help. You can refer to the Customizing Mozilla section for specific information.

3. When finished making changes, click OK to accept the changes and close the

dialog box.

Note: If you have more than one Pro/ENGINEER session running, only one

session is allowed to store its browser options to the hard disk.

Navigation Tools

About the Navigation Tools

The Pro/ENGINEER window contains the navigation tabs and the browser for

navigating, accessing, and manipulating data related to your design process and data

management. The information you request in the navigator is displayed in the


The navigator contains several tabs, each containing a particular navigation tool:

• Model Tree—Provides a tree tool for navigating and interacting with the

Pro/ENGINEER model.

• Folders—Provides navigation of the local file system, computers on the network,

objects stored in the Windchill based management system, FTP sites, and shared

spaces.

• Favorites—Contains shortcuts to your most frequently visited Web sites or

documents.

• Search—Lets you search for objects in the data management system. Note: The

Search tab becomes available when you set Windchill as your primary data

management system.

• History—Provides a record of Web locations you have visited in the

Pro/ENGINEER browser. Note: By default, the History tab is not present in the

navigator. To add the History tab, click on the Pro/ENGINEER browser

toolbar.

• Connections—Provides access to connections and built-in PTC solutions, such as

Windchill PartsLink and Windchill ProjectLink.


8

Working with the Navigation Tabs

By default, Pro/ENGINEER starts with the Folder navigator and the attached browser

open. When you open a model, the Pro/ENGINEER browser closes, and navigation

switches to the Model Tree.

To open a specific navigation tool, click the appropriate tab.

You can resize the width of the navigator by dragging the sash. You can customize

the navigator placement by using the Tools > Customize Screen.

To close the navigator, click the arrows on the sash.

Folders

About the Folder Navigator

The Folder navigator is an expandable tree that lets you browse the file systems and

other locations that are accessible from your computer. As you navigate the folder,

the contents of the selected folder appear in the Pro/ENGINEER browser.

To activate the Folder navigator, click .

Browsing File Systems in the Folder Navigator

The Folder navigator contains top-level nodes for accessing file systems and other

locations known to Pro/ENGINEER:

• In-session Pro/ENGINEER objects

• Shared Spaces—This is a shared file location created for design conference and

accessed through the PTC Conference Center (requires a license for Design

Collaboration Extension).

• All registered servers—The navigator lists all servers that you have registered

with the Server Registry dialog box. These registered servers may include a

Windchill server, Pro/INTRALINK server, and an FTP server.

• Node for the local file system—When you open the Folder navigator, the local file

system appears in the browser with the startup directory node expanded.

• Network Neighborhood—(Only for Windows) The navigator shows computers on

the networks to which you have access. The operations you can perform depend

on your permissions to the remote computers.

To Preview and Retrieve a Model Using the Folder Navigator

To preview a model:

1. Navigate to the folder that contains the model. The contents of the folder appear

in the Pro/ENGINEER browser.


9

2. Click the file name in the contents table. A 3D thumbnail of the model appears in

upper portion of the page. Use the 3D thumbnail controls to change the display of

the model. You can also spin, pan, and zoom the model.

To open a model in Pro/ENGINEER:

1. Locate and preview the model.

2. Open the file using one of these methods:

o Double-click the file name in the table.

o Drag the file from the table into the graphics window.

o Click to the right of the 3D thumbnail.

Folder Content for the Local File System

When you select a local system folder, the Pro/ENGINEER browser shows its contents

in the tabular format. The table indicates the file type, name, size, and date of

modification. You can specify which files appear in the table by using the filters at

the top of the table:

• File types—Show files of the specified type (part, assemblies, and so on).

• File sub-types—Show files by a specified subtype (for example, subtypes of Part

are Solid, Skeleton Model, Bulk, All).

• Versions—Show versions of objects in the current directory.

• Instances—Show the family table instances of a generic model.

• View—Show the number of files that appear in the File List table. The value that

you set for the folder_display_file_limit configuration option determines the

number of files that appear in the File List table. To view all the files, click All

objects.

Note: The View box appears in the File List table only if you have set a value

for the folder_display_file_limit configuration option.

To update the table, set the filter options and click Apply. Click Reset to restore the

default filter settings.

Folder Content for Windchill Cabinets

For each Windchill server that you register, the system adds two nodes to the Folder

navigator: Windchill Cabinets and Windchill Workspace.

You can perform the following tasks with Windchill Cabinets:

• Expand the node to show its subfolders in the navigator.

• Access the Server Registry dialog box using the shortcut menu.

In your workspace, you can perform the following tasks:


10

• View general properties of a folder by clicking the folder in the navigator, or by

right-clicking the folder and selecting Open.

• Transfer the contents of a Windchill workspace into a Windchill shared folder.

Note: You perform this operation from within the Pro/ENGINEER browser.

Manipulating Folders

When you work with folders, you can use the Folder navigator toolbar buttons or the

shortcut menu.

Using the Toolbar Icons

You can perform the following tasks using the toolbar icons:

—Create a new folder.

—Delete selected folders.

—Open the Windchill Cabinets.

Note: This icon is available only when you are working with an active Windchill

server.

—Open the Windchill workspace.

Note: This icon is available only when you are working with an active Windchill

server.

—Open the working directory.

Using the Shortcut Menu

To open a shortcut menu, right-click an item in the Folder navigator. The commands

on the shortcut menu vary depending on the task and your permissions. The

shortcut menu lists the following commands:

• New Folder—Add a subfolder to the selected folder.

• Open—Open a folder in the Pro/ENGINEER browser.

• Expand—Expand a node.

• Set Working Directory—Designate the selected directory as the working

directory.

• Rename—Rename a selected folder.

• Delete—Delete a selected folder and all subfolders.


11

Favorites

About the Favorites Navigator

You can save your favorite links to the Favorites navigator. To activate the Favorites

navigator, click the tab. The Favorites navigator can contain a link to a

directory, a Web location, or a Windchill Properties page.

Consider the following information on adding favorites:

• When you save to the Favorites list, Pro/ENGINEER saves the location of the page

that is currently displayed in the browser.

• When you add a favorite link to an item in Windchill, the exact version of that

item appears in the Favorites list.

• You can save a link to the Windchill Properties page or to the contents pages.

To Add a Favorite Link to the Favorites Navigator

1. Go to a site or directory you want to save to Favorites. The Pro/ENGINEER

browser displays the page you want to save.

2. Do one of the following:

o Right-click within the Pro/ENGINEER browser and click Add to Favorites

on the shortcut menu.

o Click at the top of the Favorites navigator.

3. In the Add Favorite dialog box, select a folder in which you want to save the

favorite, or create a new folder.

4. Click OK.

To Organize Favorites

You can add, rename, delete, and move favorites in the Favorites navigator.

1. Click .

2. Click at the top of the Favorites navigator. The Organize dialog box

opens.

3. Select the following options:

o Create folder

o Rename

o Delete


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4. To show information about folders, click View Info at the bottom of the dialog

box.

5. Click Close.

To reorder favorites in the Favorites navigator, drag an item to a new location.

History

About the History Navigator

With the History navigator, you can manage the list of web sites that you have

previously visited. You can filter, sort, and view objects and Internet addresses

accessed during the current or previous Pro/ENGINEER session. The History

navigator includes the name, location, and date (where appropriate) of the objects

you have visited.

You can set the limit for the number of days the history records are stored by setting

the configuration option web_browser_history_days.

Opening and Closing the History Navigator

By default, History is not present in the navigator. To add History, click on

the Pro/ENGINEER browser toolbar.

To close the History navigator, click or click .

You can add the History navigator by default using the Customize dialog box. Click

Tools > Customize screen, click Navigation Tabs and select Show History by

default.

Removing Items in the History Navigator

To remove all items, click Clear on the navigator toolbar.

To remove individual items, right-click an item and click Delete on the shortcut

menu.

Sorting Items in the History Navigator

You can organize the History list by sorting.

1. Click .

2. Select View at the top of the list.

3. Select a sorting option from the menu:

o By Date

o By Site


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o By Most Visited

o By Order Visited Today

Search

About the Model Search

If you are connected to a Windchill server, you can search for Pro/ENGINEER objects

in the Windchill database.

Note: Search is added to the navigator automatically after you set the primary

server in the Server Registry dialog box.

To open Search, click . You have the following search options:

• Search—Search the Windchill database for Pro/ENGINEER models by specifying a

keyword or attribute.

Note: You can also conduct a simple search from the File Open dialog box.

• Advanced search—Search the Windchill database or a specific Windchill cabinet

by building queries and adapting logic.

• Full Windchill search—Access the search utility provided by your Windchill

solutions.

Consider the following rules for using Search:

• The search utility searches only the primary Windchill server.

• Entries for searching in the Windchill database are case-sensitive.

• You can use wildcards when specifying file names and properties requiring a

string value.

Search Results

The results of the search appear in two forms:

• Search Results summary report—Appears in the navigator at the bottom of

the search page. You can do the following operations from the Search Results

report in the navigator:

o Click a link for the CAD Document Number or drag it into Pro/ENGINEER

browser to open the Property page for the document.

o Click or drag the file name into the Pro/ENGINEER graphics window. This

action downloads the part into Pro/ENGINEER.

o Detailed Search Result page—Appears in the Pro/ENGINEER browser. You can

checkout selected objects from this page.


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Specifying Sorting Preferences

You can specify the sorting preferences for the Search Results. Click Search

Preferences to go to the Edit User Preferences page. When finished making

changes, click Apply.

To Conduct a Simple Search

1. Click the tab. The Search page opens inside the navigator.

2. Specify the location and object type and provide any search attributes using the

following fields:

o Look in—Specify the location in which to conduct the search.

o Look for—Specify the object type.

o File Name—Specify the file name.

o Number—Specify a Windchill document number.

o Keyword—Specify a keyword associated with the object in the Windchill

database.

o Updated—Specify when the object was last modified.

3. Click Search. The results summary appears under Search Results report in the

navigator. The detailed search results appear in the Search Results page in the


4. If you found the object, you can open it in Pro/ENGINEER by dragging it into the

graphics window.

Note: To use advanced search tools, click the Advanced Search or Full Search at

the bottom of the navigator.

To Conduct an Advanced Search

1. Click the tab. The Search page opens inside the navigator.

2. Click Advanced Search at the bottom of the page.

3. Specify the location, object type, and any search attributes using the following

fields:

o Look in—Specify the location where to conduct the search.

o Look for—Specify the object type.

o Updated—Specify when the object was last modified.

4. Define the specific search criteria:


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o Look for—Choose a particular attribute that you want to constrain (for

example, a file name, keyword, version).

o Of Value—Specify the operators by choosing one of the available operators

in the operators list box. In the text box, type a string to use for

constraining the search. For example, you can search for an object with a

file name that contains a string "arm". To do that, select File Name in the

Look in list, Equal to in the Of Value list, and type *arm* in the text box

(use the asterisks * as wildcards).

5. Click Add to add the criterion. The criterion is added to the list at the lower part

of the navigator. Continue to add more criteria if desired.

6. The criteria you have added appear at the bottom of the page. Revise the criteria

as necessary:

o Delete a selected criterion.

o Delete all selected criteria by selecting All and clicking .

o Edit a selected criterion by clicking .

o Select Match All Criteria to find objects that meet all specified criteria. To

find objects that meet at least one of the criteria, clear this option.

7. When finished specifying the criteria, click Search. The results summary report

appears under Search Results in the navigator. The detailed search results

appear in the Search Results page in the Pro/ENGINEER browser.

8. If you found the object, you can open it in Pro/ENGINEER by dragging it into the

graphics window.

Note: To conduct a full search, click Full Search at the bottom of the navigator. To

conduct a simplified search, click Search at bottom of navigator.

Connections

About the Connections Navigator

The Connections navigator provides you with quick access to PTC solutions pages

and services, or any important connections that you frequently access. These built-in

connections appear as top-level nodes in the Connections tree. After you open a

connection in the browser, a corresponding quick-access button is added to the

browser toolbar. When you return to a particular connection, the browser opens the

last page you visited on that connection.

Note: To remove a quick-access button from the browser toolbar, right-click the

button and click Close.

In addition to the built-in connections, you can add links to a component of a

connection (connection instance). For example, you can add a link to a specific

catalog provided by Windchill PartsLink.


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To activate the Connections navigator, click the tab. To open a connection, click

its node in the tree or the corresponding button in the Pro/ENGINEER browser

toolbar.

PTC Supplied Connections

The Connections navigator contains the built-in links and portals, such as User Area,

Projects, Catalogs, User Group, and so on. Each built-in top-level connection node

has a special icon. When you click the icon, you access the home page for that

connection.

Note: Built-in connections cannot be removed.

To Add New Connections

As new software solutions become available on the PTC Web site, you can add them

to the Connections navigator. You can add, remove, or reorder additional

connections.

To Add a New PTC Solution

1. Click the tab to open the Connections navigator. The home page for

Connections opens in the Pro/ENGINEER browser.

2. In the Web page, select a solution to add and click Bookmark in

Pro/ENGINEER.

3. Confirm your selection. A new connection is added to the Connections tree.

To Add a Link to a Connection Instance

You may want to add a link to a particular connection instance (component of a

connection). This gives you quick access to the pages you need. For example, you

can add a particular catalog or project to the Connections.

1. Select a connection in the Connections navigator.

2. In the connection's home page, locate a link to add.

3. In the Web page, click Bookmark in Pro/ENGINEER. A new node appears

under the selected connection. You can remove, rename, or reorder that node.

To Add a Favorite Link to the Connections Navigator

You can save a link to your favorite page of a software solution as a subnode under

the connection's node. You can remove, rename, or reorder favorite links.

Note: You can reorder links only within the connection in which they were created.

To add a favorite link:


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1. Select a connection and open the page that you want to add to the Connections

tree.

2. Right-click within the Pro/ENGINEER browser to open a shortcut menu.

3. Click Add to Favorites.

Note: If you did not access a site through the Connections navigator, adding a

favorite adds a link to the Favorites navigator.

To Manage Connections

You can change the Connections tree by reordering, deleting, or renaming nodes.

You can also view properties of a connection.

To Reorder Nodes

To reorder a node in the Connections navigator, drag it to a new location.

Note: You cannot move a link outside its connection.

To Delete Nodes

1. Select a node in the Connections navigator.

2. Right-click to open a shortcut menu.

3. Click Delete. The connection is deleted.

Note: You cannot delete built-in connections.

To Rename Nodes



3. Click Rename.

Note: You cannot rename nodes for built-in connections.

To View Connection Properties

1. Select a connection.


3. Click Properties. The Connection Properties dialog box opens, displaying the

name and location of the connection.

Customizing Connections Company-Wide

A System Administrator can add custom connections to the Connections navigator.

For more information, refer to the Pro/ENGINEER Installation and Administration

Guide.


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To Subscribe to Connections

You can subscribe to connections to receive automatic alerts when new information

is available for a particular connection. The system checks for updates at startup. If

a connection has changed, the tab is flagged, and the connection's node turns

bold. The tab remains flagged as long as there is a connection that has updates.

Note: All built-in PTC connections have subscriptions set up by default. You can

cancel any existing subscriptions.

To subscribe to a connection:



3. Click Subscribe.

To unsubscribe, right-click a node and click Unsubscribe from the shortcut menu.

Accessing PartsLink

About the Windchill PartsLink Connection

You can access Windchill PartsLink online catalogs from the Connections navigator or

by browsing in the Pro/ENGINEER browser. The home page for the PartsLink

connection lists available catalogs. You can browse catalogs, search for a component,

and download or drag the selected component in Pro/ENGINEER.

You can add a shortcut to a particular catalog to the Connections navigator.

You can search a single catalog or several at a time using Windchill PartsLink search

tools.

To access the Windchill PartsLink connection:

1. Click the tab to open the Connections navigator.

2. In the Connections navigator, click the Catalogs node. The Windchill PartsLink

home page opens in the Pro/ENGINEER browser. You can now select a catalog to

browse, or you can add a shortcut to a particular catalog to be accessed from the

Connections navigator.

Subscribing to the Windchill PartsLink Connection

By default, you are subscribed to receive notifications if any new catalogs are added

to the Windchill PartsLink site. You can unsubscribe and disable the alert.

If you are subscribed to Windchill PartsLink catalogs, Pro/ENGINEER checks the

Windchill PartsLink site for upgrades at the startup. If updates are available, the

Connections icon is flagged , and the Catalogs node changes to bold.


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To subscribe or unsubscribe, right-click the Catalogs node in the Connections

navigator and click Subscribe or Unsubscribe on the shortcut menu.

To Add a Shortcut to the Windchill PartsLink Catalog

You can add a particular Windchill PartsLink catalog as a shortcut to the Catalogs

node on the Connections tree.

Note: To add a multiple-language catalog, select the appropriate language link from

the catalog home page and add it to Pro/ENGINEER.

1. Click the tab to open the Connections navigator.

2. Click the Catalogs node on the Connections tree.

3. Select a catalog and click Bookmark in Pro/ENGINEER.

4. The system prompts you to confirm. Click Yes to add a shortcut to the catalog.

5. To open a catalog in the Pro/ENGINEER browser, click the corresponding node in

the navigator. You can now browse the catalog or search for components to

download.

Note: To go back to the Windchill PartsLink home page, click in the browser

toolbar.

About Catalog Parts

Catalog parts that you open in Pro/ENGINEER have a label in the bottom right corner

of the Pro/ENGINEER graphics window.

Note:

• Downloaded catalog parts are read-only in Pro/ENGINEER.

• You can save a catalog part in Pro/ENGINEER to a different name. This enables

you to modify the renamed part.

The catalog part "remembers" its catalog page. A special model parameter stores the

link to the source catalog page:

ptc_catalog_part_url=http://www.ptc.com

Using the ptc_catalog_part_url parameter, you can reference the source catalog

page in the model notes, a drawing, or a report. You can view a link to the catalog

page in the Relation and Parameter information.

Passing Catalog Parts Parameters to the PDM System

When you save an assembly with a downloaded part to the PDM system, all

designated parameters of the downloaded catalog part are passed to the PDM

system.

You can view the following properties on the Windchill Properties page:


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• ptc_catalog_part

• ptc_catalog_part_lastmodified

• ptc_catalog_part_dictionary

• ptc_catalog_part_url

To Incorporate Catalog Parts into Your Model

After you find a catalog component that you want to use, you can incorporate it in

your design using one of the following methods:

• Drag a catalog component into the graphics window.

• Download a catalog component to your hard disk and then retrieve it in

Pro/ENGINEER.

To Drag a Standard Component into Your Session

1. Click the tab and go to the Windchill PartsLink site.

2. Select a catalog and locate a component that you want to retrieve. The part page

opens in the browser.

3. Click Download Cad Model. The Download Cad Model page opens.

4. Drag it into the graphics window.

5. Pro/ENGINEER incorporates the model into the session according to the following

rules:

o If no part or assembly is currently active, Pro/ENGINEER opens the model

in the current session.

o If a part is active, Pro/ENGINEER opens the part in a new window.

o If an assembly is active, the system places you in the component assemble

operation.

6. When finished, save the catalog part.

To Download a Standard Component

1. Click and go to the Windchill PartsLink site.

2. Select a catalog and locate a standard component to download. The part page

opens in the browser.

3. Click Download Cad Model.

4. Choose any format supported by Pro/ENGINEER, including a Zip file.

5. Specify the location. The file is saved to the specified location. You can now

retrieve it in Pro/ENGINEER.


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Accessing Windchill ProjectLink

About the Windchill ProjectLink Connection

You can interact with Windchill ProjectLink from your Pro/ENGINEER session in two

ways:

• To browse the contents of your project without making changes to Pro/ENGINEER

files, use the Connections navigator and access ProjectLink in the Pro/ENGINEER

browser.

• To edit Pro/ENGINEER files from your project, you must first register your project

with Pro/ENGINEER using Tools > Server Registry.

Accessing Pro/COLLABORATE

To Add the Windchill ProjectLink or Pro/COLLABORATE Connection

Note: Adding a ProjectLink connection adds a node to the Connections tree, but does

not register a server. To add a ProjecLink node to the Folder navigator, you must

register the server using the Server Registry dialog box.

1. Click the tab to open the Connections navigator. The home page for

Connections opens in the Pro/ENGINEER browser.

2. In the Connections navigator, click the Projects node. The home page for

Projects opens in the Pro/ENGINEER browser.

3. Locate the ProjectLink or Pro/COLLABORATE section in the Projects home page

and click Bookmark in Pro/ENGINEER. The respective node is added to the

Connections navigator under Projects.

4. Open Windchill ProjectLink or Pro/COLLABORATE in the Pro/ENGINEER browser

by clicking the respective node in the Connections navigator.

Mail Tool

About the Mail Tool

You can e-mail your models from within Pro/ENGINEER. You can send Pro/ENGINEER

objects as attachments and select the output format other than the default

Pro/ENGINEER format.

When you select an object to e-mail, Pro/ENGINEER automatically determines all

dependent files and includes them in the e-mail. You can set the maximum file size

for the attachment by setting the web_max_mail_size configuration option.

When you receive an e-mail with an attachment that contains a Pro/ENGINEER part

(in a zipped file or in regular format), you can open it by dragging the file into the

graphics window. To open an assembly that you received through e-mail, you must

first unzip it, then you can open it in Pro/ENGINEER.


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There are two mailing options:

• or Mail Recipient (as Attachment)—Send the selected object and all

dependent objects as an attachment.

• or Mail Recipient (as Link)—Send a link to the selected object and all its

dependencies. This is possible only for objects that have persistent Web locations

(for example, in a Windchill folder).

You can access the mail tool in one of the following ways:

• Click File > Send to.

• Click or on the menu bar.

• Open a shortcut menu and click Send to—Access the shortcut menu as follows:

o To send a subassembly of an active assembly, right-click a subassembly in

the Model Tree or in the graphics area. Note: You cannot be in the process

of creating or modifying an object.

o To send an object while in the File Open dialog box, right-click the object.

Note:

• When you send an object using the shortcut menu, Pro/ENGINEER automatically

zips up the file.

• If you want to include files whose relationships are not governed by

Pro/ENGINEER (for example, a model and its texture), you must make sure that

all required files are attached to the e-mail.

Setting Up the Mail Tool on UNIX Machines

If you work on a UNIX machine, your PTC email account settings are stored in the

ptc-mail profile. When you use the Send To functionality for the first time, the

system asks you to set up your email and newsgroup accounts.

You can make changes to your account settings using Edit > Mail & Newsgroup

Account Settings.

To access your PTC email account settings on UNIX:

1. Open the mail tool.

2. Click Edit > Mail & Newsgroup Account Settings. Change settings as

required.

To Mail Pro/ENGINEER Objects as Attachments

Use this procedure to send an active object in session.

1. Open a Pro/ENGINEER object to be e-mailed.


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2. Click or click File > Send to > Mail Recipient (as Attachment). The

Send as Attachment dialog box opens.

3. Select the file format.

4. To create a Zip file, select Create a ZIP file containing my attachment. The

selected model and all required files are zipped into the model_name.zip file.

Note: For some output file formats (for example, WWW and CADDS), the option

to create a Zip file is automatically set and cannot be unselected. This is

necessary so as to preserve a directory structure of the output files.

5. Click OK.

Setting Up Your Collaborative Environment

About Supported Servers

Pro/ENGINEER lets you access the following types of servers:

• Windchill based servers (Windchill Foundation, Windchill PDMLink, ProjectLink,

Pro/COLLABORATE)

• Pro/INTRALINK (one server only)

• FTP sites (only for file retrieval)

• Shared Spaces

To set up a connection, you must register servers using Tools > Server Registry.

Consider the following rules for registering servers:

• You can register multiple servers.

• When you register a server that uses a workspace or project, you must also

specify the active workspace or project that resides on that server. The server

and workspace or server and project pair constitutes a site.

• You can register only one Pro/INTRALINK server.

Note: Windchill PartsLink and shared spaces do not require registering with Tools >

Server Registry.

After a site has been registered, it appears in the navigator and also in

Pro/ENGINEER dialog boxes commonly used for file operations such as File > Open,

Component > Assemble, Component > Replace. Depending on the architecture

of the application, the site can be navigated using the Folder or Connections

navigator, as shown in the following table.

Folder Navigator Connections Navigator

Windchill Pro/COLLABORATE

Pro/INTRALINK ProjectLink

FTP site PartsLink


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Folder Navigator Connections Navigator

Shared Spaces

(requires a license for Design

Collaboration Extension)

ProjectLink

Windchill PDMLink

Server Terminology

Registered Windchill Server—A combination of a Windchill server and workspace

that you registered using Tools > Server Registry.

Registered ProjectLink Server—A combination of the server and project that you

registered using Tools > Server Registry.

Primary server—A registered server that you designated as the default location for

everyday data storage operations. The primary server is used for searching,

downloading, saving, checking in, and checking out files.

Secondary servers—Additional servers that you can use to browse, download, or

back up files.

Windchill Workspace—A private area in Windchill for managing your files while

working on a task. A workspace allows you to track and change multiple objects and

perform basic data management operations from within the Pro/ENGINEER user

interface. A workspace consists of a local cache directory and a folder in the user

cabinet on the server. You can have several workspaces on a server.

Active workspace—Each registered server has an active workspace. When working

with the primary server, the active workspace becomes the default location for

created, retrieved, or modified objects.

Inactive workspace—Additional workspaces on the registered server.

Managing Servers

To Register a Server

1. Click Tools > Server Registry. The Server Registry dialog box opens.

2. Click Add on the Servers tab. The Server Property dialog box opens.

3. Specify the server name to appear in the navigator. Note: You can enter any

name for the server.

4. Enter the server location. The location can be one of the following:

o FTP server—Type an Internet address of the FTP site.

o Windchill server—Type an Internet address of the Windchill server.

Optionally, you can specify the port number. For example:

ptc.windchill.com:8000/Windchill


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or

www.procollaborate.com/ProjectLink.

Note:

o The http:// prefix is added after you type an Internet address.

o You can get the correct address of your Windchill server from your Windchill

Systems Administrator.

5. Click Check to validate the server location.

6. Enter the user name and password in the authentication dialog box.

7. For a server that uses workspaces or projects, select the workspace or project

name.

Note: If you do not have a workspace on the server, the system automatically

creates a workspace with the name default_WS. You can later create another

workspace and set it to be the active one.

8. Click Close. The server is added to the Folder navigator.

Using the Server Registry Dialog Box

To manage servers, click Tools > Server Registry. The Server Registry dialog

box has two tabs: Server and Workspace.

The Server Tab

The Server tab lets you perform the following tasks:

• Set—Set the primary server

• Add—Add a new server.

• Edit—Edit the server properties, including its name, location, and active

workspace.

• Delete—Delete a server.

• Save As—Save the current server registry settings to a file.

• Work Offline—Allows you to work with the workspace when not connected to

the server.

Note: The work offline functionality is available only if you are connected to a

Windchill 8.0 server.

The Description section in the dialog box lists the server and workspace for the

selected entry in the list.


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The Workspace Tab

This tab is the default if you have a registered server. The Workspace tab lists

workspaces that you have on the primary server.

This tab contains two buttons:

• Set—Set the selected active workspace.

• New—Create a new workspace on the active server and make it active.

The Description section in the dialog box lists information for the primary server.

Connecting to the Server at Startup

You can specify whether Pro/ENGINEER is connected to the server at startup by

setting the dm_remember_server configuration option. The values are as follows:

• no—Pro/ENGINEER starts up from a local directory (no server connection).

• yes—(Default) Pro/ENGINEER checks the record of the last active site and

attempts to connect to the server at startup. If there is insufficient information to

connect to the server, Pro/ENGINEER starts from a local directory.

To Set the Primary Server

You can set a Windchill or ProjectLink server to be the primary server.

Note: An FTP server cannot be set as the primary server.

1. Choose Tools > Server Registry. The Server Registry dialog box opens.

2. Select a server from the list of servers.

3. Click Set. A red arrow points to the primary server in the server list.

4. Click Close.

To Edit Server Properties


2. Select a server from the list of servers.

3. Click Edit. The Edit Server dialog box opens.

4. Change the server name, location, or workspace.

Note:

o You cannot change the location for the primary server.

o When you change the workspace on the primary server, you must erase

objects from the session.

5. Click OK.


27

6. Click Close in the Server Registry dialog box

To Remove a Connection to a Server

Note: You cannot delete the primary server. To delete a connection to the primary

server, you must first deactivate it—only then can you remove it.


2. Select a server from a list of servers on the Server tab.

3. Click Delete. The system prompts you to confirm.

4. Click OK. The server is removed from the navigator, the server list in the Server

Registry dialog box, and from all dialog boxes that list file locations (for

example, the File Open dialog box) .

To Work Online or Offline

The work offline functionality is available only if you are using a Windchill 8.0 server.


2. Select a listed server and click Work Offline. The Synchronize Workspaces

dialog box opens.

Note: You can also right-click a server in the folder navigator and click Work

Offline.

3. Click the appropriate checkbox to synchronize your workspace with the content

on the server. Pro/ENGINEER downloads the required content (ignoring the

current cache threshold limit) for only those workspace items that have been

linked to the server. To synchronize your workspace with the workspace on the

server, select one or all of the following:

o Synchronize (Sync/CS)—Updates the name and other model properties

of the object in the cache with respect to the ones on the server.

o Download—Downloads the content files from the PDM system to the

Pro/ENGINEER workspace. If your workspace is offline, then Download

downloads the following:

— Content of objects that are added to the workspace but not downloaded.

— Content of objects that are checked out in the workspace but not

downloaded.

— The master assembly for each external simplified representation in the

workspace.

— The entire family table for any family table generics of instances.

o Upload—Uploads the Pro/ENGINEER files and metadata to the server-side

workspace and the PDM server. Upload is used to backup the content and

metadata in a Pro/ENGINEER workspace. If your workspace is offline, then


28

Upload also uploads the metadata and content of the newly created files

and the changed files in the Pro/ENGINEER client workspace.

The Status column in the Servers pane of the Server Registry dialog box

displays the status of the server as Offline.

To return to an online server, select a server that is currently offline and click Work

Offline. If the server is available, you are reconnected to it and the Status column

value in the Server Registry dialog box changes to Online.

Note:

• Pro/ENGINEER informs you if the server is unavailable, and the server status

remains Offline.

• If reconnection is successful, you must synchronize your workspace to bring the

local cache up to date with any changes that may have occurred on the server.

• You may also need to rename items that were created while the workspace was

offline.

Setting Up Windchill Servers

About Setting Up Your PDM System

To connect to servers in Pro/ENGINEER, you must register them using Tools >

Server Registry. Registering a Windchill server requires specifying a

server/workspace pair that uniquely defines the database to use. You can register

multiple servers. Only one Windchill server can be the primary server.

To set up the default file location, you must designate the primary server. This is the

active server for your everyday work, such as checking in, checking out,

downloading, and saving files. All additional registered servers are considered

secondary servers. You can change the primary server during your Pro/ENGINEER

session.

Using Workspaces on Windchill Servers

For each registered server, you must specify the active workspace.

A workspace is a private area for managing your work while working on a task. The

workspace allows you to track and change multiple objects and perform basic data

management operations from within the Pro/ENGINEER user interface.

A workspace consists of a local cache directory and a folder in the user cabinet on

the server. In addition to the active workspace, the server may contain inactive

workspaces.

To Configure Your PDM System

Before you start using the PDM system from within Pro/ENGINEER, you must first

configure your connection to Windchill servers.

1. Start Pro/ENGINEER.


29

2. Register one or several Windchill server using Tools > Server Registry. Each

server must have a paired workspace specified on that server.

3. Set the primary server using Tools > Server Registry. The active workspace on

the primary server becomes the default location for saving files.

4. Set the working directory for auxiliary files (for example, info files, .tst files)

using File > Set Working Directory.

To Change the Default File Location to the Local Directory

If you want to work with Pro/ENGINEER locally without connecting to the servers (in

stand-alone Pro/ENGINEER), you can change the default location for saving files to a

local directory.


2. Select <NO SERVER> from the list of servers.

3. Click Set. A red arrow points to the <NO SERVER> setting in the server list.

4. Click Close.

5. Set the working directory using File > Set Working Directory.

Registering a Project

About Registering Windchill ProjectLink

To work with Pro/ENGINEER files that reside in Windchill ProjectLink, you must first

register your project with Pro/ENGINEER. Registering a project with Pro/ENGINEER

requires specifying the server/project pair.

Use one of these methods to register a project:

• Click Tools > Server Registry to open the Server Registry dialog box.

• Go to the Connections navigator and access Windchill ProjectLink in the

Pro/ENGINEER browser. In Windchill ProjectLink, access your project's home

page and click Register in Pro/ENGINEER from the project's Actions pull-

down menu.

After you registered a project, two shortcuts to your project (Project and Project

WS) appear in the Folder navigator, and the connection to this project is added to

the Connections navigator. You can also use file management commands available in

the File menu with your project files.

Using Windchill ProjectLink as a PDM Tool

You can register a particular project in Windchill ProjectLink to act as the primary

server for Pro/ENGINEER data.


30

After you register your project as the primary server, you can use regular file

management commands (for example, File Open or Backup) and PDM related

commands (for example, Check In, Check Out) when interacting with ProjectLink.

Using Windchill ProjectLink as a File Repository

You can use Windchill ProjectLink as a file repository by registering a project with

Pro/ENGINEER as a secondary server. After the project is registered, you can use

regular file management commands to open Pro/ENGINEER files from or save them

to the project.

Cache Management

About Cache Conversion

Cache conversion takes place when you invoke a later release of Pro/ENGINEER and

your local database cache is from an earlier release of Pro/ENGINEER.

During this conversion, the cache of your previous workspace is copied and upgraded

to the latest cache format.

If this conversion is successful, a message appears in the Event Console informing

you that the upgrade of cached objects was completed successfully and that the

saved or cached data for the previous workspace is now upgraded to another cache.

Note: Ensure that you have uploaded all the objects in the cache before you

upgrade to the newer version of Pro/ENGINEER.

About Cache Management

Each registered workspace requires space on your local disk to store objects that you

check-out, download or create. This space is called the cache. Pro/ENGINEER

provides tools to manage and gather information about the cache. You can:

• View the location of the .cache folder.

• View cache size, cache used and available disk space.

• Change the maximum size of the cache.

• Clear all cached objects from a server.

• Clear all cached objects for a specific workspace.

To Change the Cache Size

By default, all workspaces are allocated 400 mb of cache. You can modify the

maximum size of the cache by using the dm_cache_size config.pro option. Enter

the desired number of megabytes as a value.

To View Cache Information



31

2. Click the Cache tab. The Cache tabbed page opens revealing the following

information:

• Workspace cache size.

• Total cache used.

• Available disk space.

To Clear the Cache


2. Click the Cache tab. The Cache tabbed page opens.

3. Click Clear. The cache for all of your workspaces is deleted.

To Clear the Cache for a Specific Workspace


2. Click the Cache tab. The Cache tabbed page opens.

3. Click Cache Tools. The Cache Management dialog box opens.

4. Double-click on a server in the Location list. The Location list expands revealing

all of the workspaces on the selected server.

5. Select a workspace and click Clear Cache. The cache for the selected workspace

is deleted.

Working with FTP Sites

Accessing Data on FTP Sites

You can retrieve a Pro/ENGINEER model from an FTP site. Pro/ENGINEER files are

transferred using binary data transfer.

User Authentication

When you try to access a restricted site, depending on the permissions set on that

site, you may be required to specify the user name and password. You can include

the user name/password information as part of the address string that you enter in

the address field of the Pro/ENGINEER browser or in the File Open dialog box.

Alternatively, you can specify the user name and password using an authentication

dialog box.

Navigating to an Unregistered Location

You can navigate to an unregistered FTP location in one of the following ways:

• Type the address in the Pro/ENGINEER browser input window


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• Open the File Open dialog box and type the address in the Name field.

Use the following syntax for the address: ftp://server_name.com

Note: If you enter a password as part of the Internet address, the password remains

readable by you and other users. Do not use this syntax for passwords that you do

not want to be exposed.

Working with a Registered FTP Site

To include an FTP location as part of your working environment, you must register an

FTP server using Tools > Server Registry. This adds the corresponding node to the

Folder navigator and to the Look In list in the File Open dialog box.

Retrieving Pro/ENGINEER Models from an FTP Site

You can retrieve a Pro/ENGINEER model from a registered FTP site in one of the

following ways:

• In the Folder navigator, navigate to the site, select an object in the

Pro/ENGINEER browser, and drag it into the graphics window.

• In the File Open dialog box, navigate to the site, and double-click an object.

Customizing the Browser and Navigator

To Customize the Browser

You can use the Browser tab in the Customize dialog box to customize the

Pro/ENGINEER browser in the following ways:

• Set the initial width

• Turn the browser animation on or off

• Set the browser to open by default at Pro/ENGINEER startup

Note: You can also use the Toolbar tab in the Customize dialog box to control the

display of the browser toolbar and the browser address bar.

To customize the browser:

1. Click Tools > Customize Screen or right click in the browser toolbar and click

Customize Browser. The Customize dialog box opens.

2. Click the Browser tab.

3. Set the following options:

o Window's width (%)—Move the slider to adjust the width, or type the

percentage in the text box.

o Animate when open or close

o Expand Browser by default while loading Pro/ENGINEER


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4. Save the changes to the config.win file using the Automatically save to.

5. Click Close.

Using the Shortcut Menu for Browser Customization

While the Customize dialog box is open, you can right-click the browser toolbar and

select the following options:

• Copy Button Image

• Text Only

• Image Only

• Image and Text

• What's This?

While the Customize dialog box is closed, you can right-click the browser toolbar or

address bar and select the following options:

• Browser Toolbar

• Address Bar

• Add to Favorites

• Customize Browser

• Server Registry

To Customize the Navigation Tabs

Select Navigation Tabs in the Customize dialog box to customize the navigator.

You can control the placement of the navigators and the Model Tree.

1. Click Tools > Customize Screen. The Customize dialog box opens.

2. Click Navigation Tabs.

3. Under Navigation tabs setting, set the following options:

o Placement—Choose Left or Right.

o Navigation Window's width (%)—Adjust the navigator's width. Move

the slider to adjust the width, or type the percentage in the text box. Check

the results in the preview window, located to the right.

o Show history by default—Add the History navigator to the navigator

tabs.

2. Configure the Model Tree placement and window size. Depending on how the

enable_tree_indep configuration option is set, you can do the following:

a. If the configuration option enable_tree_indep is set to no (default), you can

set this option:


34

o Placement—If the Model Tree is attached, specify its placement. The

choices are: as part of the navigation tabs, above graphics area, or

below graphics area.

If you choose to attach the tree above or below the graphics window, the

Model Tree is separated from the navigation tabs and has separate controls

for height, width, and placement. You can set the height for the Model Tree

by adjusting the slider or entering the percentage for Height. Check the

results in the preview window, located to the right.

b. If the configuration option enable_tree_indep is set to yes, you can set

these options:

o Display as a separate window

o Placement—Specify the Model Tree placement with respect to the graphics

area.

o Height (%)—Set the height of the Model Tree window.

o Width (%)—Set the width of the Model Tree window.

o Same height as the graphics area—Set the height of the Model Tree

window to be the same as the graphics area.

Note: The legacy config.win takes precedence over the enable_tree_indep

configuration option setting.

5. Click Apply Settings to apply the changes.

6. Save the changes to the config.win file using Automatically save to.

7. Click Close.

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Data Management

Using Data Management

About Data Management in Pro/ENGINEER

Pro/ENGINEER seamlessly integrates with the product data management (PDM)

operations in all Windchill applications and Pro/INTRALINK. With integrated PDM

functionality allows you can manage and control your product data within

Pro/ENGINEER.

What Is Product Data Management?

The product design process generates a tremendous amount of data. To reduce a

product's time-to-market, data needs to be shared so that multiple designers can

work on a single product. In such an environment, it is difficult to maintain control of

your data while distributing it to the users who need it. Without the ability to control

your data, you may find multiple designers each using different variations of the

same data, which can result in overlapping or inconsistent designs.

Pro/ENGINEER's access to PDM software allows you to control your data and to take

advantage of a concurrent engineering environment. To accomplish this, the PDM

system keeps all of your data on a central server. Within this server, all changes to

your data are monitored, controlled, and recorded.

PDM Server

The PDM server is the vault where your product data is stored and managed. The

PDM server represents your underlying Windchill or Pro/INTRALINK PDM system. For

users who are familiar with Windchill, the PDM server represents your collection of

cabinets. For users who are familiar with Pro/INTRALINK, the PDM server represents

the Commonspace browser.

Checkout and Checkin

By default, the PDM system allows designers to download the latest version of a

product design from the server. In order to modify a design a user must "check out"

the design and copy all of its dependent objects from the server. The process of

checking out communicates the user's intention to modify a design to the server.

While the design is checked-out, only the user who checked out the design can

modify it. All other users are only permitted to download a read-only version of the

design. Thus the integrity of your data is maintained. When you are finished

modifying a design and you want to share the modification with other users, you

must perform a check-in operation. The check-in process signs, dates, and stores the

object on the PDM server alongside the old data.


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Workspace

The PDM system provides an interface called the Workspace for communicating

between the PDM server and a Pro/ENGINEER session. The Workspace is a private

area where you can track and change multiple objects and perform basic PDM

operations. The Workspace is presented in a table format, each row of the table

represents an object that you have either downloaded or checked-out while each

column represents the object's attributes. Each column can be sorted or filtered

independently which allows you to organize objects in your Workspace by attributes.

The PDM system can create multiple workspaces. This ability is useful if you are

working on several projects at one time. It allows you to create a workspace for each

of your projects and segregate your design data by project affiliation.

Typically you will use the Workspace to check out design information from the PDM

server and to check-in modified designs. However, the Workspace will also allow you

to:

• Perform basic PDM operations such as Upload, Check In, Download and Check

Out

• Display and sort active objects that you have either downloaded or checked-out.

• Configure the display of new, downloaded, or checked-out objects.

• The objects are displayed in a tabular format:

o Each row represents an object.

1 PDM Server

2 Workspace

3 Local Cache on Hard Disk

4 Pro/ENGINEER

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o Each column represents an attribute of the object.

o Each column can be sorted independently.

Iteration

The PDM system tracks and stores every modification that you make to an object.

Every time you check in a modified object, the PDM system stores that object as a

new iteration of the original. Additionally the PDM system allows you to generate

detail reports with which you can review every design modification made to an

object. An object version can contain many iterations.

Version

A version identifies the revision and iteration of the part (for example, A.1).

CAD Document

In Windchill, a document is an object containing files in application format. A CAD

document is an object containing a CAD model, which is a file or a set of files

containing information in an application format. A document typically has attributes

and nonstructured content that are relevant to the external application only.

CAD documents:

• Store CAD-generated files (for example, 3D models, drawings, viewable images)

• Can be related to parts so that a CAD document can describe the associated part

• Can be related to other CAD documents to allow representation of the complex

dependencies created and maintained by the authoring CAD system (for

example, model-to-model, model-to-drawing relationships)

Part

In Windchill, a part is the main object that represents a component or a logical group

of components of your product. Typically a part represents a collection of CAD

documents or a manufacturing operation that requires management.

Upload

An upload transfers Pro/ENGINEER files and any other dependencies from your local

working directory to the PDM sever. If the Pro/ENGINEER file is new, the upload

process automatically creates a new CAD document on the PDM server and places a

checked-out copy in the active workspace.

An upload is used:

• To create a new CAD document on the PDM server for an existing Pro/ENGINEER

file and to transfer Pro/ENGINEER files from your local file system to your

personal cabinet on the Windchill server.


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• To securely store modified CAD files that have not been checked in to the PDM

server.

Download

A download transfers the contents of an object from the PDM server to your active

workspace as a read-only object. If an object is checked out by another user, you

can use the Download command to add the object to your workspace for reference

purposes only. Because downloaded objects are read-only, you should not modify

them because you will not be able to check in these objects.

Update

Objects that are downloaded to your workspace and not checked-out can become

out-of-date if changes to the object have occurred on the PDM server. When this

occurs, you must synchronize the design data in your workspace with the design

data on your PDM server. This process is called an update.

Configuring Data Management

About Configuring Data Management

You can customize the way you configure data management by entering config.pro

configuration file options and their values in the Options dialog box (Tools >

Options).

Data Management Help provides a list of configuration options arranged in

alphabetical order. Each option contains the following information:

• Configuration option name.

• Default and available variables or values. All default values are in italic.

• Brief description and notes describing the configuration option.

To Set Data Management Configuration Options

1. Click Tools > Options. The Options dialog box opens.

2. Click the Show only options loaded from file check box to see currently

loaded configuration options or clear this check box to see all configuration

options.

3. Select the configuration option from the list or type the configuration option

name in the Option box.

4. In the Value box type or select a value.

Note: The default value is followed by an asterisk (*).

5. Click Add/Change. The configuration option and its value appear in the list. A

green status icon confirms the change.

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6. When you finish configuring, click Apply or OK.

Setting File Retrieval Options

You can set the following options to point to the Windchill cabinets:

• start_model_dir

• pro_library_dir

• pro_format_dir

• pro_materials_dir

• pro_group-dir

• pro_symbols_dir

• pro_catalog_dir

For example, use the following syntax for start_model_dir to make it point to a

Windchill PDMLink library cabinet:

start_model_dir wtpub://<server_alias>/Libraries/<library_name>

Similarly, pro_group_dir points to a Windchill PDMLink product cabinet when you

set pro_group_dir as follows:

pro_group_dir wtpub://<server_alias>/Products/<product_name>.

Note:

• In Pro/ENGINEER Wildfire, it is not necessary to set the search_path

configuration option. By default, when you set a Windchill server as your primary

server, the entire primary server with its active workspace appears in the search

path.

• If you retrieve an object from a location other than the primary server, the object

is treated as a newly created object in Pro/ENGINEER. All actions performed on

the object such as save, checkout, and so on are in context of the primary server

and not the location from which the object was retrieved.

You can set the following options to point to a specific file:

• intf_in_use_template_models

• template_designasm

• template_mold_layout

• template_ecadprt

• template_solidpart

You can set the above options to point to the locations of Windchill files using the

proper syntax and the name of the CAD document that manages the file.

For example, template_drawing wtpub://<server_alias>/Libraries/<library_name>/<file_name>.drw


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If you have set the start_model_dir configuration option then the

template_<object> option requires only the name. extension of the file.

For example, template_drawing <file_name>.drw

start_model_dir wtpub://<server_alias>/Libraries/<library_name>

bitmap_size

bitmap size

Works in conjunction with save_bitmap. Determines the size (squared) of the bitmap

image that is stored.

disp_in_open_rep_create

yes, no, default

Simplified representation to display initially in Open Rep Creat: "no" for none, "yes"

for graphics rep, or "default" to display the rep indicated by config option

"open_simplified_rep_by_default".

dm_cache_size

cache size (in megabytes)

Enter the amount of disk space (in megabytes) to allocate for local file storage.

dm_http_compression_level

0-9

Set the data compression factor of commands sent to the pdm server(0-9, 0=no

compression) for data exchange with a Windchill server.

Note: This does not effect the compression of file content

dm_remember_server

yes, no

Affects whether Pro/ENGINEER attempts to log into the primary server upon startup.

dm_secondary_upload

automatic, explicit

Indicates when modified Pro/ENGINEER objects on a secondary server will be moved

from the local cache to the user's workspace on the server.

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dm_overwrite_contents_on_update

no, yes

no—Does not overwrite the locally modified contents for out of date objects, but

updates their metadata only.

yes—Overwrites the locally modified or out of date objects with the ones in the

server in addition to updating their metadata.

dm_upload_objects

explicit, automatic

Indicates when modified Pro/ENGINEER objects will be moved from the local cache to

the user workspace on the server.

folder_display_file_limit

<number>

Controls the number of items that are displayed in the File List table in the

Pro/ENGINEER browser when you use the folder navigator to view the contents of a

folder.

let_proe_rename_pdm_objects

no, yes

Determines whether an object fetched from a PDM database can be renamed in a


open_simplified_rep_by_default

yes, no

When set to yes, Pro/ENGINEER opens all assemblies as simplified representations.

This functionality is available whenever opening an assembly.

preferred_replica_sites

location_of_text_file.txt

This config.pro option sets the location of your preferred replica sites text file. Once

set, Pro/ENGINEER will attempt to conduct all data transactions with the specified

replica sites. In an instance where a replica site is not available, Pro/ENGINEER will

default to the main Windchill server. The proper syntax is:

preferred_replica_sites c:\location_of_replica_sites_file\replica.txt


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Setting up the text file

To use this config.pro option, you must create a text file that specifies the location of

each replica site.

Each entry in this text file must be in the following format:

http://location.of.Windchill_Server/Winchill file://location_of_replica_site

Note: The Windchill server and the location of the replica site are separated by a

single space.

Example text file:

http://main_server1/Windchill File://file_vault_machine1

http://main_server1/Windchill ftp://file_vault_server1

http://main_server2/Windchill pnfs://file_vault_server:8000

http://main_server3/Windchill http://replica_server3

pdm_rev

pdmrev_fmt_rev_ver, pdmrev_fmt_rev. pdmrev_fmt_branch_rev_ver,

pdmrev_fmt_branch_rev

Specify how the system parameter, PDM_REV, should be formatted. Only useful for

objects submitted to Pro/PDM or Pro/INTRALINK.

regenerate_read_only_objects

yes, no

Determines whether an object fetched from a Pro/INTRALINK database with blocking

status can be regenerated in a Pro/ENGINEER session.

save_bitmap

none, toplevelonly, alllevels

When performing a save on a model, determines what level of the assembly will

have bitmap images created of modified components.

save_bitmap_type

bmp, tiff, gif, cgm, jpeg

When performing a save on a model, determines the type of image file that is

created for that model. Used with the "save_bitmap" option.

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Workspace

About the Workspace

The PDM system provides you with a private area for managing your work while

working with other designers. This area is called the Workspace. The Workspace

allows you to track and change multiple objects and perform basic data management

operations from within the Pro/ENGINEER user interface. The Workspace enables

designers to operate independently while recording and tracking concurrent activities

to assist in product design decisions.

The Workspace is primarily used to view and modify objects in the user’s local cache.

As a PDM user, you typically check-out or download design information from the PDM

server to your workspace to modify or view it. When you are finished modifying a

design and you want to share the modification with other users, you must perform a

check-in operation.

It is through the Workspace that the PDM server connects to Pro/ENGINEER. The

Pro/ENGINEER session and the workspace are linked such that information that is

modified in one application can be seen in the other application.

The PDM system can create multiple workspaces. This is useful if you are working on

several projects at one time because it allows you to create a workspace for each of

your projects and segregate your design data by project affiliation.

Basic Workspace Functionality

Download—Transfers the contents of an object from the PDM server to your local

file system. The downloaded object is read-only, intended only to be used as a

reference object. To modify a downloaded object, you must perform a check-out

operation.

Check-Out—Communicates your intention to modify a design to the server. While

the design is checked-out the PDM server locks the object, so only the user who

checked out the design can modify it. All other users can only download a read-only

copy of the design.

Upload—Transfers a new file from your current Pro/ENGINEER session to your

personal area on the PDM server. Uploaded files are securely stored on the PDM

server, however, an uploaded object will not be visible to other PDM users or subject

to change control management until you perform the checkin.

Check-In—Publishes a modified object from your private Workspace to the PDM

server. The check-in process stores your modified object as a new iteration on the

pdm server and unlocks it so that other PDM users are free to check out and modify

that object.

Cancel Check-Out—Deletes a checked-out status on the PDM server and unlocks

the object so that other PDM users can check out and modify that object. If you

cancel the checkout of an object that you have modified or if the object is in session,

the cancelled checkout reverses all changes made to the object since it was last

checked in.


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Revise—Creates a new product revision for a selected item regardless of whether

the object is checked-out or not. The new revision represents a major event in a

product's life cycle.

Remove Object from Workspace—Deletes a selected item from your workspace.

Checked-out objects cannot be removed from the Workspace. To remove a checked-

out object, you must either cancel check-out of the object or check in the object.

Update—Downloads the latest iteration of an object from the PDM server.

Workspace Preferences

About Workspace Preferences

Workspaces can be configured for your convenience. Workspace preferences provide

a common context (such as Team or Lifecycle) and target storage folders for all

objects managed in a workspace. Workspace preferences also provides configuration

for the retrieval of objects.

Click Edit > Workspace Preferences in the workspace menu bar to bring up the

Edit Workspace Options page. This page contains tabs for setting General

workspace options, the Part Configuration Specification, and the Document

Configuration Specification.

To Set General Workspace Options

1. Click Edit > Workspace Preferences in the workspace menu bar to access the

Edit Workspace Options page.

2. Click the General tab.

3. In the Description box enter a workspace description.

4. Select a context from the Context list.

Note: The Context list is only available in PDMLink

5. In the Team list, select a team name for your workspace.

6. In the Part Lifecycle list, select a life cycle for your part (or leave as default).

7. In the Document Lifecycle list, select a life cycle for your document (or leave

as default).

8. In the Part Target Folder box, browse to or enter the path for the folder you

want.

9. In the CAD Document Target Folder box, browse to or enter the path for the

folder you want.

Note: When you click Browse, the Browse/Create Folder window opens. The

Location box shows your current directory location with any subdirectories. If

you have folder creation privileges, you can enter the name of your new folder in

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the New Folder box and click Create in Location. The folder is created as a

subdirectory of the location shown in the Location box.

10. In the View for Parts list, select the view.

11. In the Dependency Processing Type list, select either Document Centric or

Part Centric.

12. Click Apply to save your settings, click OK to save your settings and return to

the Workspace Browser, or click Cancel to leave the form without saving your

settings. Alternatively, you can click Reset to set the form to the last saved data.

To Set Part Configuration Specifications

1. Click Edit > Workspace Preferences in the Workspace menu bar to access the


2. Click the Part Configuration Specification tab.

3. Set one of the following configurations:

• Standard

a. Click Standard.

b. In the View box, select an available view or enter an empty value.

c. In the State box, select an available life cycle state or enter an empty

value.

• Baseline

a. Click Baseline.

b. In the Name box, enter a valid value or select from the available values in

Windchill using the Browse button.

c. The Selection dialog box opens.

d. Select a name from the list.

• Baseline for Item

a. Click Baseline for Item.

b. In the Item Number box, enter either a Part number, a CAD Document

number or select from the available values from Windchill using the Browse

button. The Selection dialog box opens.

c. Select a baseline name from the list. The box is populated only after you

have entered a valid item number.

• Effectivity

a. Click Effectivity.

b. Select a view from the list.

c. Enter a date in the Effective Date box.


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d. Enter a value in the Configuration Item box or select from the values

using the Browse button, which opens the Selection dialog box.

Note: In the Selection dialog box, to find all configuration items that exist

in the Windchill database, select All Cabinets, clear the Filter boxes, and

click Find in subfolder.

You cannot change the configuration item Type box. This box provides

information only, after you enter the configuration item.

Note: You can enter only one type of configuration specification for a part.

4. Select Identical for Documents to assign the same values to the document

configuration specification.

Note: This feature is not available when you select part Effectivity.

5. Click Apply.

6. Click OK.

To Set CAD Document Configuration Specifications

1. Click Edit > Workspace Preferences in the workspace menu bar to access the


2. Click the Document Configuration Specification tab.

3. Set one of the following configurations:

• Standard

a. Click Standard.

b. In the State box, select an available life cycle state or enter an empty

value.

• Baseline

a. Click Baseline.

b. In the Name box, enter a valid value or search/browse the available values

in Windchill using the Browse button.

c. Select a name from the list.

• Baseline for Item

a. Enter either a CAD Document number, a WTPart number, or search/browse

the available values from Windchill using the Browse button.

b. Select a baseline name from the list. The values will be populated in this

box only after you have entered a valid item number.

Note: You can enter only one type of configuration specification for a part.

4. Select Identical for Parts to assign the same values to the part configuration

specification.

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5. Click Apply.

6. Click OK.

Workspace Operations

To Create a New Workspace

You can use the Server Registry dialog box to create multiple workspaces on either

your primary or secondary servers. During a Pro/ENGINEER session, you can switch

to a different workspace by using the Server Registry dialog box.


2. Select the Server on which you want to create the new workspace.

3. Click New. The Create New Workspace dialog box opens.

4. Enter a name for the new workspace and select a context from the Context list.

5. Click Ok. The new workspace appears in the Server Active Workspace list.

Note:

• During a Pro/ENGINEER session, you can have only one workspace active at one

time.

• An object that is checked-out to an inactive workspace cannot be accessed from

any other workspace.

To Delete a Workspace

Workspaces can be deleted using the Pro/ENGINEER browser. A workspace that

contains checked-out objects cannot be deleted. You must first check in the objects

or cancel checkout to the workspace.

1. In the active workspace, click the My Workspaces tab on the Windchill toolbar.

A table listing your workspaces appears.

2. Select a workspace to delete and click Delete Workspace in the table header.

Note: You cannot delete the active workspace.

To Change the Active Workspace

Each Windchill server requires an active workspace specified on that server. The

active workspace is the target for any pdm operations that you initiate. During a

Pro/ENGINEER session, you can change the active workspace using the Workspace

tab.

To switch to a different workspace on the same server:


2. To activate a different workspace, do one of the following:


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o On the primary or secondary server—In the Server tab, click Edit. The

Edit Server dialog box opens. Select a different workspace from the list of

available workspaces under Workspace/Project.

o On the primary server—In the Workspace tab, select a different

workspace from the list of workspaces and click Set.

To switch to a workspace on the same server from the model tree:

1. In the model tree, double-click on the primary server . The Windchill cabinet

opens.

2. Open the Workspaces folder.

3. Right-click on any of the inactive workspaces and select Activate from the

shortcut menu.

4. Confirm the change of workspace in the Change Workspace dialog box.

To switch to a workspace on a different registered server from the model tree:

1. In the model tree, select a workspace on another registered server.

2. Right-click on the selected workspace and select Set As Primary from the

shortcut menu. A warning dialog box opens, prompting you to erase any object in

session.,

3. In the Warning dialog box click:

o Yes—deletes all objects in session and activates the selected workspace.

o No—preserves all objects in session and activates the selected workspace

o Cancel—cancels the request to change workspaces.

Rules for Changing a Workspace

• If you activate a different workspace on the same server, Pro/ENGINEER erases

objects in session before connecting to the new workspace.

• If you activate a different workspace on a different server, Pro/ENGINEER does

not automatically erase objects in session. You can save in-session objects to the

new workspace.

Objects Operations in the Workspace

Checking Out Objects

About Checkout

To modify an object, you must perform a check-out operation on the object. The

process of checking out communicates your intention to modify a design to the PDM

server. The PDM server implicitly locks the object, thus preventing modification by

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another user. Also, the check-out process enables you to determine the configuration

of the desired objects as well as the workspace in which to modify the objects.

During the check-out process, all of the data that defines an object and its

relationships is copied to the local workspace. You can specify if the physical files

should be copied from the PDM server to a workspace or whether the files should be

accessed through a link. Linked files are only retrieved from the PDM server when

requested by Pro/ENGINEER. By using linked files, you maintain local copies of only

those objects that you have retrieved into a Pro/ENGINEER session after check out.

Note: If you have multiple workspaces, a checked-out object can only be modified

from the workspace where it was checked-out. The object is inaccessible from any

other workspace until it is checked-in.

To Check Out from the Workspace

1. In the active workspace, select the one or more objects that you want to check

out.

2. In the Workspace menu bar, click File > Check Out.

The Check Out page opens in the Pro/ENGINEER browser.

Note: Alternately you can click File > Check Out and then search/browse for a

specific object.

3. To accept the default check-out rules, skip to step 4. Otherwise, in the Rules

table, make selections for the following:

a. Configuration—Select a particular configuration specification or baseline.

b. Files—Check out the object without downloading the file (metadata only).

c. Intent—Check out an object as a read-only file.

d. Include Dependents—Download the objects dependent components:

o All—Check out the object and download all of the object's dependents.

o Required—Check out the object and download all of the object's required

dependents.

o None—Check out the selected object without any of its dependents.

e. Include Drawings—Download the objects associated drawings.

o All—Check out the object and download all of the object's associated

drawings.

o Selected—Check out the object and download any of its drawings that

were previously selected.

o None—Check out the object and download none of its associated drawings.

f. Include Instances—Check out any associated family table instances.

o All—Check out the object and download all of the object's instances.


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o Selected—Checks out the object and download any of its instances that

were previously selected.

o None—Checks out the object and download none of its instances.

g. Include Parts/Docs—Download any associated WT Parts or CAD

Documents.

o All—Check out the object and download all of the object's associated parts.

o Selected—Check out the object and download any of its parts that were

previously selected.

o None—Check out the object and download none of its associated parts.

4. If you have modified any of the previous rules, click Refresh Object List.

Otherwise continue to step 5.

5. Click OK to complete the checkout or click Cancel.

Note: Check the Open in Pro/ENGINEER check box to automatically open the

selected objects in Pro/ENGINEER after the check out is complete.

To Undo Check-Out

The Undo Checkout command deletes a checked-out status on the PDM server and

unlocks the object so that other PDM users are free to check-out and modify that

object. Any modification made to the object is also cancelled.

1. From the active workspace, click the checkbox next to a checked-out object that

you want to undo.

2. In the Workspace menu bar, click File > Undo Check Out. The system loads the

Undo Check Out options page in the Pro/ENGINEER browser. Alternatively, you

can click Undo Check Out on the workspace menu bar.

3. If your object has no dependents, drawings, parts or instances associated with it,

then skip to step 4. Otherwise, in the Rules table, make selections for the

following:

a. Include Dependents—Cancels checkout of the object's dependent

components:

o All—Cancels checkout of the object and all of the object's dependents.

o Required—Cancels checkout of the object and all of the object's required

dependents.

o None—Cancels checkout of the selected object only without any of its

dependents.

b. Include Drawings—Cancels checkout of any of the object's associated

drawings:

o All—Cancels checkout of the object and all of the object's associated

drawings.

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o Selected—Cancels checkout of the object and any of its drawings that were


o None—Cancels checkout of the object and none of its associated drawings.

c. Include Parts—Cancels checkout of the object's associated parts.

o All—Cancels checkout of the object and all of the object's associated parts.

o Selected—Cancels checkout of the object and any of its parts that were


o None—Cancels the checkout of the object and none of its associated parts.

4. If you have modified any of the previous rules, click Refresh Object List.

Otherwise continue to step 5.

5. Click OK at the bottom of the Undo Check Out options page.

Note:

• After canceling a check out, the system asks whether to replace the object in the

Pro/ENGINEER session with the unmodified object in the workspace.

• To cancel the checkout of an object in an active Pro/ENGINEER session, click File

> Undo Check Out.

• To cancel the checkout of an object from the model tree, right-click the object

and select Undo Check Out from the pop-up menu.

About Dynamic Check Out

Check out on the fly, allows you to automatically check out any downloaded object

when you attempt to modify the object. To promote good change control practices,

always check out an object that you intend to modify.

In Windchill, only one user in a specific Workspace can modify a CAD document at a

time. If another user has the same CAD document checked-out, then one of the two

users will not be able to put any changes back on the server ( no upload, no

checkin).

Note: Dynamic checkout is only available on primary servers.

Updating Objects

About Updating an Out-of-Date Object

The objects in your current workspace can become out-of-date when compared to

the CAD Document and WT Part configuration specification set for the Workspace.

The default workspace configuration specification is the latest iteration on the latest

revision.

You can update out of date objects by clicking File > Update. An update is

performed to replace out-of-date local objects. These objects can be modified or


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unmodified objects. Clicking File> Update re downloads the iteration of the object

that is specified by the configuration specification.

Replacing the locally modified content of out-of-date objects with the ones on the

server depends on the value that you have set for the

dm_overwrite_contents_on_update configuration option. By default,

dm_overwrite_contents_on_update is set to no.

If you have modified the out-of-date objects locally, and the

dm_overwrite_contents_on_update configuration option has the default value of no,

then clicking File > Update preserves your locally modified changes to the file

content of out of date objects, but updates their metadata.

If you want to overwrite the locally modified out-of-date objects with the ones in the

server, before you click File > Update, you must set the

dm_overwrite_contents_on_update configuration option to yes.

To Update an Out-of-Date Object

The Update command downloads the appropriate iteration of an object from the

PDM server (as identified by the configuration specification). If you are using a

configuration specification, the update command downloads the iteration of the

object that is specified.

1. In the active workspace, select one or more objects to update.

2. In the Workspace menu bar, click File > Update. The PDM system replaces the

selected files in your workspace with the appropriate version from the PDM

server.

Downloading Objects

About Read-Only Downloads

Whenever you open an object from the shared cabinets, the object opens with a

read-only status. Any object with this status must be used for reference only. In a

strict change-control environment, a read-only object cannot be modified. In a less

strict environment, a user can download and modify read-only objects. Regardless of

the strictness of your change control environment, you cannot commit a modified

read-only object to Windchill unless you first check it out.

Pro/ENGINEER prompts you to check out an object upon an explicit modification to

promote good change control practices. When downloaded objects are modified upon

regeneration, Pro/ENGINEER does not automatically prompt you to check out the

object. Instead it looks at the config.pro option regenerate_read_only_objects

to determine whether read-only objects can be changed implicitly.

Implicit downstream changes only occur if regenerate_read_only_objects is set to

yes.

To Download from the Workspace

1. In the active workspace, select the objects that you want to download.

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2. Click the Download link in the workspace toolbar. The Download page loads in

the browser window.

3. To accept the default download rules, skip to step 4. Otherwise, in the Rules

table, make selections for the following:

a. Include Dependents —This field determines whether or not to download

the objects dependent components. The options are:

o All—select All to download the object and all of the object's dependents.

o Required—select Required to download the object and all of the object's

required dependents.

o None—select None to download the selected object without any of it's

dependents.

b. Include Drawings—If the object that you are downloading has drawings

associated with it, then use this field to determine whether or not to

download the objects associated drawings.

o All—select All to download the object and all of the object's associated

drawings.

o Selected—select Selected to download the object and any of it's drawings

that were previously selected.

o None—select None to download the object and none of it's associated

drawings.

4. Click the OK button at the bottom of the page to complete the download or click

the Cancel button to abort the download.

Note: Check the Open in Pro/E check box to automatically open the selected

objects in Pro/ENGINEER after the download is complete.

Checking In Objects

About Checkin

After you have finished working on objects in your workspace, you can share the

design changes with other users. The check-in operation copies the information and

files associated with all changed objects from the workspace to the PDM server.

Checkin serves several purposes:

• Checkin enables other users to access the latest version of the object and to

check it out to their workspace.

• If you created a new object in your workspace or imported an object into your

Workspace, checkin adds the object to the Commonspace database for the first

time and makes it accessible to other users.

The PDM system provides two ways to check-in an object:


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• Auto Check In—Checks in objects from your current Pro/ENGINEER session to

the PDM server using default values that you can set in your workspace's

configuration specification. This method of check-in is only available from an

active Pro/ENGINEER session.

• Custom Check In—The custom method, is available from both the active

Pro/ENGINEER session and the Workspace. Custom check in allows you to set the

following check-in options:

o Location—Checks in objects to a specific a folder or cabinet location on the

PDM server. Additionally, you can use the New Folder option to create a

new folder.

o Include Drawings—Includes or excludes any parent drawings that

reference the object that you are checking-in.

o Include Parts or Documents—Includes or excludes any parts or

document files that are associated with the object that you are checking-

in.

o Keep Checked-Out—Checks in the contents of the selected object to the

PDM server and immediately checks out the object to your workspace. This

option refreshes the data on the PDM server with the latest version of the

object, this allows you to continue to modify the object and lets other PDM

user's reference the latest design modifications on the PDM server.

o Include/Exclude—Includes or excludes any parts or documents

associated with the check-in object, you can use the Include/Exclude

option to add or block specific objects from being checked in.

To Check In from the Workspace

1. In the active workspace, select one or more objects that you want to check in.

2. In the Workspace menu bar, click File > Check In. The Check-In page opens in

the Pro/ENGINEER browser.

3. Make selections for the following options in the table head:

• Location—Checks in the selected objects to a specific a folder or cabinet location

on the PDM server and allows you set context for new objects..

• Include Drawings—Checks in all parent drawings referenced by the selected

object.

• Include Parts or Documents—Checks in any parts or CAD documents

associated with the selected object.

• Keep Checked-Out—Checks in the contents of the selected object to the PDM

server and immediately checks out the object to your workspace.

• Include/Exclude—Includes or excludes the selected object from being checked-

in. Excluded items are crossed-out with a red line.

4. Optionally, you can make selections for the following

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• Create Baseline—Select to create a baseline with a default number with your

login, date, and time.

• Design Complete—Select if your design is complete. The system cancels check

out of the required, unmodified dependents of the items selected for check in.

This removes your lock on the set of the objects when your work is complete.

• Auto Resolve Incomplete Objects—Select if you are attempting to check in an

incomplete object. The system automatically compares the name of the

incomplete object to the names of known objects on the PDM server. If a match

is found, the system substitutes the incomplete object with the existing object. If

a match is not found, the system ignores the incomplete object. If a match is not

found, then a check-in conflict may occur.

5. Click OK to complete the check-in (or click Cancel to abort the check-in).

To Perform an Automatic Checkin

1. In an active Pro/ENGINEER session, click File > Check In > Auto Check In.

Alternatively, you can select the object's name in the Model Tree and right-click.

A shortcut menu appears. Click Check In > Auto Check In. The name of the

file appears in the message area next to the prompt.

2. Accept the default object or enter the name of another object in session. Any file

name entered must be unique.

3. Click , or press ENTER. (To reject the save operation, click the X or press

ESC.) The system uploads the file to the PDM server. The modified file can now

be referenced and modified by other PDM users.

Note: You can right-click on an object in the model tree and select Checkin > Auto

from the shortcut menu.

To Perform a Custom Checkin

1. In an active Pro/ENGINEER session, click File > Check In > Custom Check In.

Alternatively, you can select the object's name in the Model Tree and right-click.

A shortcut menu appears, click Check In > Custom Check In (if you choose

this method skip directly to step 4). The name of the file appears in the message

area next to the prompt.

2. Accept the default object or enter the name of another object in session. Any file

name entered must be unique.

3. Click the green check icon, or press ENTER (To reject the save operation, click

the red X or press ESC.). The Custom Check In dialog box opens.

4. In the Check In As list select one of the following:

o Product Structure—saves all data to separate object files. For example,

when checking in an assembly, the main assembly file and all of it's

components are checked in as separate objects.


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o Object Package—saves all data to a single .zip file. For example, when

checking in an assembly, the assembly and all of its components are

checked in as one .zip file.

5. In the Object Types area, select one of the following options.

o Models—checks in the model files.

o Viewables—checks in files as ProductView viewable files.

o Models and Viewables—checks in objects as both model files and

viewable files.

6. Click Ok in the Custom Check In. The Check-In page opens in the


7. On the Check-In page make selections for the following options in the table

head:

o Location—Check-in the selected objects to a specific a folder or cabinet

location on the PDM server and set a context for new objects.

o Include Drawings—Check-in all parent drawings referenced by the

selected object.

o Include Parts/Docs—Check-in any parts or CAD documents associated

with the selected object.

o Keep Checked Out—Check-in the contents of the selected object to the

PDM server and immediately recheck-out the object to your workspace.

o Included/Exclude—Include or exclude the selected object from being

checked-in. Excluded items are crossed-out with a red line.

8. Click the OK button at the bottom of the page to complete the check-in (or click

the Cancel button to abort the check-in).

Revising Objects

About Revisions

With the revision command you can create a new version of an object that can be

sent along a different life cycle path. Revisions also denote the maturity of an object.

You should revise an object whenever you need to update a design or whenever

there is a major shift in a design's intent.

For example, object A is an assembly that represents a product that your company is

currently manufacturing. Your company also plans to make an updated version of

object A for release next year. Rather than modifying object A which is required by

your manufacturing division, you can make a revision of object A called object B. You

can then make all the necessary modifications to object B while object A remains

intact. When you check in object B to the PDM server, other users are able to view

both object A and object B. The later revision level of object B indicates to other

users that object B is significantly different from object A.

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To Create a Revision

1. In the active workspace, click the check box next to one or more objects that you

want to revise. An object needs to meet the following conditions:

• The object has been checked in previously.

• The object currently has a checked-in state.

2. In the Workspace menu bar, click Edit > Revise. The Revise Multiple Objects

page opens in the Pro/ENGINEER browser.

3. On the Revise Multiple Objects page, make selections for the following options

in the table head:

• Location—Click Location to specify a location to store the new revision, or click

Browse to select an available location.

• Life cycle—Select one the user-defined life cycles from the Life Cycle list.

• Team—Select one of the user-defined Teams from the Team list.

• Revise—Select one of the following:

o Revise Part/Document Only—Creates a revision of the selected part or

document only.

o CAD Document and Part—Creates a revision of the selected CAD

Document and any related parts.

• All in Family—Select this check box to revise the entire Family Table.

4. Click Ok . The system revises the selected object.

Saving, Uploading, and Removing Objects

To Upload Objects to the Workspace

The Upload command transfers a file from your local machine to your workspace on

the server. To make an uploaded object available to other users, you must perform a

check-in operation.

1. In an active Pro/ENGINEER session, click File > Save and Upload. The name of

the file appears in the Save Object dialog box.

2. Click Ok, to save and upload or click Cancel to reject the upload operation.

Note: An uploaded file is not visible to other PDM users. To make the file available

for reference and modification by other PDM users, you must perform a check-in

operation.

To Save a Copy

You can use the Save a Copy command to save an existing object to the workspace

with a different name or location. Save a Copy also allows you to export the current


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object in an alternate format such as an iges or jpeg file. All exported file formats

can be saved to the object's CAD Document for easy retrieval.

1. Click File > Save a Copy. The Save a Copy dialog box opens.

Note: The directory in the Look In box defaults to your active workspace. This

directory cannot be changed.

2. In the Model Name box, the name of the active model appears. To select a

different model click .

3. Enter a name for the copied object in the New Name box.

4. To save a copy of the object click OK, to export the object to a different file

format select a file format from the Type list.

5. Check the Save new files to model's CAD Document checkbox to associate

the new file with the original object's CAD Document.

6. Click Ok.

To Save As

The Save As action allows you to copy a CAD document, with or without an

associated part, and store it as a new object(s). This functionality applies to models,

drawings, and family table objects, and is capable of preserving document/part

associations (that is, the saved as documents and parts are associated in the same

way that their originals were).

Note:

• Save As is not available from the active workspace.

• If you copy a drawing without copying its referent model, the new drawing refers

to the original model.

• If you select a family table generic or instance, the entire family table is selected

for Save As.

To save an object (and its associated objects) as a new object or objects:

1. In the workspace, select File > Save As. The Save As window opens. It

contains a Rules section for selecting additional objects and an Object List table

where the objects are listed.

2. In the Rules section, accept or modify default values for the following fields

Note: Selections in the Rules section will be represented when the Object List

is regenerated upon clicking the Refresh Object List button.

• Include Dependents — All/Required/None

o All — Lists all the associated dependents. This includes associated objects

of selected objects as well as all of dependents in the Object List table.

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o Required — Lists all required dependents of the selected objects in the

Object List table.

o None — Removes all the associated dependent objects from the Object

List table.

• Include Drawings — All/Selected/None

o All — Lists all the drawings referencing all the documents and all

documents referenced by all drawings. This includes drawings of selected

objects as well as all of dependents in the Object List table.

o Selected — Lists all drawings referencing selected documents and all

documents referenced by selected drawings in the Object List table.

o None — Removes all the referencing drawings and referenced documents

from the Object List table.

o Include Instances — All/Selected/None

o All — Lists instances of all objects. This includes instances of selected

objects as well as of all dependents

o Selected — Lists instances of selected objects.

o None — Removes all the instances.

• Include Parts — All/Required/None.

o All — Lists required as well as optional dependent parts of the selected

objects.

o Required — Lists all the required dependent parts of the selected objects.

o None — Removes all the dependent parts.

3. Click Refresh Object List to update the Object List according to the rules you

selected.

4. In the Object List title bar, the View drop-down list allows you to filter the

display of objects in the Object List by selecting the following options:

• All Objects — Displays all objects in the list according to the selections in the

Rules section.

• New Objects — Displays new objects only.

• Reused Objects — Displays reused objects only.

5. The Object List tool bar contains actions to be performed on items in the Object

List which are selected by checking the box in the leftmost column of the row.

You can select all items in the Object List by clicking the All checkbox at the top

of the leftmost column. The actions available are as follows:

• Location — Allows you to globally set the folder location for selected objects.


60

• New — Allows you to copy selected objects which are named according to the

settings in the Save As Options window.

• Reuse — Allows you to revert a new object to its former state.

• Naming Options — Calls the Save As Options window, that allows you to

specify rules for setting Number, Name, and File Name values for the new

object, based on values from the existing object.

6. In the Object List table, examine the proposed New Number, New File Name,

and New Name values for each listed object, which have been initialized

according to site preference settings. If auto-numbering is not set, you can edit

these values; however, document and part numbers must be unique in the

database and of a valid length.

Note: File Name and New File Name are not applicable to Windchill parts.

7. Examine the proposed Location for each object. You can change this value by

using the folder button in the Location column.

Note: If you are working in a PDMLink context, a context rather than a folder is

the location listed.

8. Click Ok on the Save As window. The system checks for object number

uniqueness and for valid name, model name and folder location. If the document

or part number, name, model name and folder location are valid, a new object is

created.

If the object number is not unique or invalid (for example, too long) an

appropriate message is displayed, asking you to try another value.

If the object name, model name or folder location is invalid, a message is logged

and the next selected object is processed.

To Remove Objects From the Workspace

1. In the active workspace, select one or more objects that you want to remove.

2. In the Workspace menu bar, click File > Remove. The Remove Files page

opens in the Pro/ENGINEER browser.



following:

a. Include Dependents—Determines whether or not to remove the objects

dependent components:

o All—Removes the object and all of the object's dependents.

o Required—Removes the object and all of the object's required dependents.

o None—Removes the selected object without any of its dependents.

b. Include Drawings—Determines whether or not to remove the objects

associated drawings:

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o All—Removes the object and all drawings that reference the object.

o Selected—Removes the object and any of its drawings that were


o None—Removes the object and none of the drawings that reference the

object.

c. Include Parts—Determines whether to remove parts associated with the

object:

o All—Removes the object and all parts that reference the object.

o Selected—Removes the object and any of its parts that were previously

selected.

o None—Removes the object and none of the parts that reference the object.

d. Include Instances—Determines whether or not to remove any referenced

family table instances:

o All—Removes the object and all of the object's instances.

o Selected—Removes the object and any family table instances that were


o None—Removes the object and none of the referenced family table

instances.

4. Click OK on the Remove Files page.

Note:

• If you remove a checked-out object from your workspace, the checkout is

canceled and any modifications to the object are lost.

• Removed objects are removed from the Workspace ONLY. The original object

remains on the PDM server.

Documents and Parts

To Create a CAD Document

1. From the workspace, select File > New > CAD Document or click Create CAD

Document . The Create CAD Document page appears.

2. Enter or select entries for the following fields:

o Number—The number you enter must be unique.

Note: If the site preference to use auto-numbering is set, this field is

inactive and you cannot enter a number manually.

o Context—Select a context from the drop-down list provided.


62

o Name—Enter a name for the new document. The default name is the same

as the number.

o File Name—Enter the CAD file name that the new document will reference

(include the file extension).

o Type—Select the type of object.

o Location—Enter the path or browse to a folder within your selected context

where the CAD document will be saved. Clicking Browse presents the Select

Cabinet or Folder page to select a cabinet location on the server. You have

the opportunity on this page to create a new folder.

3. If you want to simultaneously create an associated part, select the Create and

Associate Part check box.

4. Click Ok.

To Create a Part

1. In the Workspace menu bar, click File > New > Part.

The Create Part page opens in the Pro/ENGINEER browser.

2. In the Name box, enter a name for the new part.

3. In the Number box, enter a part number for the new part.

Note: The Number box is inactive if auto-numbering is turned on.

4. Select an Organization Id from the selections available.

5. Select a context for the new part from the Context selections available.

6. Select a part type from the Type list. Your options are Component, Separable,

or Inseparable.

7. Enter a location in the Location box or click Browse to select the desired

location.

8. Click Ok . The PDM system creates a new part in the workspace.

Associating Parts and Documents

To Associate a Part to a CAD Document

1. Select the part in the workspace to be associated with a CAD document

2. Select Edit > Associate. The Associate to page appears.

3. Search for or browse to the CAD document you want to associate to your part.

Your results appear on the Select the Parts to Associate page.

4. Select the CAD document you want to associate with the part and click Ok. The

selected CAD document is shown in a row on the Associate to page.

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Note: The system will not allow you to associate an incomplete object with a

part.

5. By default the system creates an active link between the part and the selected

CAD document. If you do not want the part to have an active (Described By) link

to the CAD document, select none from the drop-down list in the Active Link

field.

Note: If there are 2 CAD documents and one of them is a drawing and the other

is either a CAD part or an assembly, then the default should be the part or

assembly as you cannot have an active link with a drawing. If there are 2 CAD

documents than they both are either a CAD part or an assembly, the default

active-link is none. You select which is to have the active link.

6. Click Ok.

7. Perform a check in on the objects.

Note: Checking in the newly associated objects completes the association by

allowing the Windchill build rule process to create Uses links between the parts of

a part structure.

To Associate a CAD Document to a Part

1. Select the CAD document you want to associate with a part in the workspace.

Note: You may select more than one CAD document to associate with a part. In

this case, all the documents describe the part; however, only one document can

have an active link to the part.

2. Select Edit > Associate. The Associate to page appears.

3. Search for or browse to the part you want to associate to your CAD document.

Your results appear on the Select the Parts to Associate page.

4. Select the part you want to associate with the document and click OK. the

selected part is shown in a row on the Associate to page.

5. By default, the system creates an active link between the CAD Document and the

selected part. If you do not want the CAD document to drive this part's structure

and attributes, select none from the drop-down list in the Active Link field.

6. Click Ok.

7. Perform a check in on the objects.

Note: Checking in the newly associated objects completes the association by

allowing the Windchill build rule process to create Uses links between the parts of

a part structure

To Disassociate Objects

Disassociation removes the association between a business object and a CAD object

or vice versa.


64

1. Select the part or document from the list of objects in the workspace and click

Edit > Disassociate. The Disassociate from part page opens, listing one or

more objects currently associated to the selected part or document.

2. Select one or more objects you wish to disassociate and click OK.

Model Comparison

About Model Comparison

In Part mode, Pro/ENGINEER allows you to generate a tabular report of the

differences between two parts or two versions of the same part. The ability to

compare versions of the same part is useful in a concurrent engineering environment

because it allows you to view exactly what changed each time a part was checked

out. Or alternately, you can use this report to view how a part has changed over a

longer period of time.

For example, you have two versions of the same part. Each version contains the

same basic part with the same basic features, but the dimensions of the features

differ, you can use part comparison to analyze the difference in size between the two

versions. A list of features that have been modified, along with any features that

exist in only one of the part files, is displayed in the Pro/ENGINEER browser window.

Note: This functionality does not apply to family tables.

To Compare two Versions of the Same Part

1. Open the first part to compare.

2. Click Analysis > Compare > By Feature.

3. The File Open dialog box opens.

4. Click to browse your Windchill cabinets for a comparison model.

5. Browse to the library or location that contains the object that is currently in

session.

Note: You can determine the location or library associated with an object by

viewing the object's Details page. The Details page is accessible from the

workspace by clicking .

6. Click and select All Versions from the list. The File Open dialog box now

shows all iterations of each part in the cabinet.

7. Select a previous iteration of the part that is currently in session and click Open.

8. Because the part that you are opening has the same name as the object in

session, the Version Conflict dialog box opens. Enter an alternate name for the

part and click OK. The system saves the iteration under the specified file name

and generates the feature comparison report.

Note: This functionality does not work with family tables.

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65

Troubleshooting in Data Management

About Incomplete Objects

An incomplete object is an object whose meta data is defined but the physical data

does not exist. Incomplete objects are created in two instances:

• You created a new CAD Document (with no template) without any content.

• You retrieved an object from disk and saved it to the workspace, but the saved

object has a dependent that did not get saved to the workspace.

Incomplete object are represented by the icon in the workspace.

Incomplete objects have the following properties:

• They can be uploaded.

• They cannot be checked-in.

• Any object with a incomplete object as a dependent also cannot be checked-in.

What to do if you have an incomplete object that is preventing a checkin?

On the Check In page, check the Auto Resolve Incomplete Objects checkbox.

When you check-in the object, the system compares the name of the incomplete

object to the names of known objects on the PDM server. If a match is found, the

system substitutes the incomplete object with the existing object. If a match is not

found, the system ignores the incomplete object.

Conflicts and Possible Actions

While modifying an object, the system may prompt you with the Conflicts dialog

box. The following table contains each conflict type, the reason for the conflict, and

possible actions that you can take.

Conflict Type Reason for Conflict

Retrieval Conflict The retrieved object is currently being

checked in or acted upon in the

background by the PDM system and, when

opened, Pro/ENGINEER automatically

modified the object.

Actions you can take:

Always ignore this message

Ignore this message


66


The retrieved object is not checked out in

the active workspace and, when opened,

Pro/ENGINEER automatically modified the

object.


Check out the object

Continue

Check out the entire family table if object

is a generic (recommended if you plan a

change that affects the entire family table).

The object that you want to modify is

being checked in or acted upon in the

background by the PDM system.



Ignore this message

Modification

Conflict

The object that you want to modify has a

checked-in status.



Continue

Check out entire family table if object is a

generic (recommended if you plan e a


Regeneration

Conflicts

If the config option

regenerate_read_only_objects is set to

yes, then checked-in objects are modified

in Pro/ENGINEER session. After

regeneration, Pro/ENGINEER lists all

modified objects.


Upon save the system will prompt you to

check out these objects.

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67




no, then objects are not regenerated in

Pro/ENGINEER.


If you want to update these objects, you

must manually check out each item.

The object you want to save is currently

being checked in or acted upon in the

background by the PDM system.


Skip this object

The object you want to save has a status

of checked-in.



Continue

Check out the entire family table if object

is a generic (recommended if you plan a


The family table instance that you want

to save has not been regenerated or

verified.



Ignore this message

Save Conflicts

The object that you want to save is an a

new unverified instance that has not been

regenerated.



Ignore this message


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Using Integrated Data Management

Using Windchill Foundation and PDM

To Register a Windchill Server

1. In an active Pro/ENGINEER session, click Tools > Server Registry. The Server

Registry dialog box opens.

2. Click Add. The Register new server dialog box opens.

3. Specify the server name to appear in the navigator.

Note: You can enter any name for the server.

4. Enter the URL to the Windchill server location.


6. Enter the user name and password in the Authentication dialog box.

7. Select a workspace from the Workspace/Project list. If this is your first

workspace on this server, select the default workspace.

8. Click Close. The Windchill server is added to the Folder navigator and can be

accessed from the File Open dialog box.

To Change the Primary Server

Pro/ENGINEER is designed to use multiple data servers of different types. Typically

you will work with one server that will become the default location for most storage

and retrieval actions. Pro/ENGINEER allows you to identify this server as a primary

server and provides you with enhanced access. The advantages of having a primary

server are:

• Direct save of Pro/ENGINEER files to the primary servers active workspace.

• When retrieving an object, Pro/ENGINEER always looks in the active workspace

on the primary to retrieve first.

• When saving an object, Pro/ENGINEER always looks in the active workspace on

the primary server first.

• From the Pro/ENGINEER file menu, you have direct access to check out, check in,

undo check out, upload, and update functions.

• The ability to check out objects on-the-fly.

Once a primary server is registered, any other server that you register is considered

a secondary server. Pro/ENGINEER's user interface does not provide direct access to

database actions, instead for you must store objects to the active workspace and use

the workspace controls for database actions.

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From the Folder Navigator:

1. Right-click on a secondary server in the folder navigator.

2. Select Set As Primary from the shortcut menu. The selected server is made the

primary server.

From the Server Registry dialog box:



2. If not already active, click the Servers tab.

3. In the Servers list, select a secondary server that you wish to make primary.

4. Click Set. The Warning dialog box opens asking if you want to erase all objects

in session.

5. Click Yes to erase all objects in session, click No to keep all objects in session or

click Cancel to quit the operation. The selected server is made primary.

Using Windchill PDMLink

To Register a Windchill PDMLink Server

To register a Windchill PDMLink server from the Server Registry dialog box:











8. Click Close. The Windchill server is added to the Folder navigator and can be

accessed from the File Open dialog box.

Using Windchill ProjectLink

About the Windchill ProjectLink Connection

You can access Windchill ProjectLink from your Pro/ENGINEER session in two ways:


70

• Add the Windchill ProjectLink connection to the Connections navigator and access

the Windchill ProjectLink functionality using the Pro/ENGINEER browser.

• Register your project with Pro/ENGINEER using Tools > Server Registry or

from within the Windchill ProjectLink page. You can then access the registered

project by using the Folder navigator or File > Open , File > Save or File >

Save A Copy.

Primary vs. Secondary

Pro/ENGINEER is designed to use multiple data servers of different types. Typically

you will work with one server that will become the default location for most storage

and retrieval actions. Pro/ENGINEER allows you to identify this server as a primary

server and provides you with enhanced access. The advantages of having a primary

server are:

• Direct save of Pro/ENGINEER files to the primary servers active workspace.

• When retrieving an object, Pro/ENGINEER always looks in the active workspace

on the primary to retrieve first.

• When saving an object, Pro/ENGINEER always looks in the active workspace on

the primary server first.

• From the Pro/ENGINEER file menu, you have direct access to check out, check in,

undo check out, upload, and update functions.

• The ability to check out objects on-the-fly.

Once a primary server is registered, any other server that you register is considered

a secondary server. Pro/ENGINEER's user interface does not provide direct access to

database actions, instead for you must store objects to the active workspace and use

the workspace controls for database actions.

Using Windchill ProjectLink as a File Repository

If you want to use a particular project in Windchill ProjectLink as a file repository

that you access from your Pro/ENGINEER session, you must register it with

Pro/ENGINEER. When you register a Windchill ProjectLink server, you must also

specify the active project.

Use one of these methods to register a project:

• From within Windchill ProjectLink—Go to the Connections navigator and access

Windchill ProjectLink in the Pro/ENGINEER browser. In Windchill ProjectLink,

locate your project and click Register in Pro/ENGINEER from the Project

Actions pull-down menu.

• Using the Server Registry dialog box—Click Tools > Server Registry to open

the Server Registry dialog box.

Note: The Windchill ProjectLink server cannot be set as the primary server.

After you registered a project, a shortcut to your project appears in the Folder

navigator and the corresponding connection is added to the Connections navigator.

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You can also access your project files using the File Open, Save or Save a Copy

dialog boxes.

To Register a Windchill ProjectLink Server






4. Enter the URL to the Windchill ProjectLink server location.





8. Click Close. The Windchill ProjectLink server is added to the Folder navigator and

can be accessed from the File Open dialog box.

ProjectLink as a Secondary Server

To Open a Windchill ProjectLink Object In Pro/ENGINEER

Use the following procedure to download and open a Windchill ProjectLink object in

Pro/ENGINEER as read-only.

From within the Pro/ENGINEER browser:

From the Pick an Action drop-down list next to the object you want to open in

Pro/ENGINEER, select Open in Pro/ENGINEER. The selected object opens in the

Pro/ENGINEER graphics window.

From the File Open Dialog:

1. Click File > Open, the File Open dialog box is displayed.

2. In the Look In drop-down list select any registered Windchill ProjectLink project

or workspace.

3. Select the objects that you wish to open.

4. Click the Open button. The selected objects open in Pro/ENGINEER.

Note:

o If you desire to open an object as a simplified representation, click the

Open Rep button.

o If you open an object that is checked in to the project, the system

automatically downloads the object to the project's workspace.


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To Check Out an Object in Windchill ProjectLink

Use the following procedure to check out a document or part and open it in

Pro/ENGINEER.

Note: You cannot check out a folder.

1. From the Pick an Action drop-down list next to the object you want to check

out, select Check Out. The Check Out page opens in a new window.

2. On the Check Out page you can accept the default check out rules by skipping to

step 3. Otherwise, in the Rules table, make selections for the following:

a. Files—This field determines whether or not to check out and download and

object or to just check out the object without downloading the file

(metadata only).

b. Intent—Use this field to check out an object as a read-only file.

c. Include Dependents—This field determines whether or not to check out

the objects dependent components. The options are:

All—select All to check out the object and all of the object's dependents.

Required—select Required to check out the object and all of the object's

required dependents.

None—select None to check out the selected object without any of it's

dependents.

d. Include Drawings—If the object that you are removing has drawings

associated with it, then use this field to determine whether or not to check

out the objects associated drawings.

All—select All to check out the object and all of the object's associated

drawings.

Required—select Required to check out the object and all of it's required

drawings.

Selected—select Selected to check out the object and any of it's drawings

that were previously selected.

None—select None to check out the object and none of it's associated

drawings.

3. Click the OK button at the bottom of the Check Out page to complete the check

out. The selected object downloads and opens in Pro/ENGINEER. In Windchill

ProjectLink, the Project Files tab is refreshed to show a red checkmark over the

object icon.

All of the objects that you check out are listed in the My Checked Out Work

table on the Windchill ProjectLink Home page.

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To Undo Check Out in Windchill ProjectLink

Use the following procedure to undo the check out of an object such as a part or

document.

You can undo the check out of a document or part from either the Files page on the

Project tab or from the My Checked Out Work table on the Home page.

1. Select the part or document of which you want to undo the check out.

2. From the Pick an Action drop-down list, select Undo Checkout. The Undo

Check Out page opens in a new window.



following:

a. Include Dependents—This field determines whether or not to cancel

check-out of the objects dependent components. The options are:

All—select All to cancel check-out of the object and all of the object's

dependents.

Required—select Required to cancel check-out of the object and all of the

object's required dependents.

None—select None to cancel check-out of the selected object only without

any of it's dependents.

b. Include Drawings—If the object that you are cancelling has drawings

associated with it, then use this field to determine whether or not to cancel

check-out of any of the objects associated drawings.

All—select All to cancel check-out of the object and all of the object's

associated drawings.

Required—select Required to cancel check-out of the object and all of it's

required drawings.

Selected—select Selected to cancel the check-out of the object and any of

it's drawings that were previously selected.

None—select None to cancel the check-out of the object and none of it's

associated drawings.

4. Click the OK button at the bottom of the Undo Check Out page to complete the

process. In Windchill ProjectLink, the Files page is refreshed, and the red

checkmark has disappeared. The object has also been removed from the My

Checked Out Work table.

To Check In an Object in Windchill ProjectLink

Pro/ENGINEER always registers a Windchill ProjectLink server as a secondary server.

As such, whenever you click File > Check In, the system will attempt to check in

the current object to your primary server, by default this server cannot be a


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Windchill ProjectLink server. To check in an object from Pro/ENGINEER to Windchill

ProjectLink, you must always use the Backup command.

1. In an active Pro/ENGINEER session, click File > Backup. The Backup dialog box

opens.

2. In the Look In drop-down list, select the name of your Windchill ProjectLink

project.

3. Enter a name for the object in the Model Name text box and click the OK

button.

4. Open the Pro/ENGINEER browser and check in from the workspace of the project

you just backed up.

5. In the workspace select the object to check in. Follow the check in procedure in

To Perform a Custom Check-In.

Using a Co-Installed Windchill Server

About Co-Installed Servers

A co-installed server is a server with two Windchill systems installed on it. This co-

installation can either be Windchill Foundation and Windchill ProjectLink or Windchill

PDMLink and Windchill ProjectLink.

Pro/ENGINEER supports the passing PDM information between Pro/ENGINEER and

any of the co-installed server combinations.

Context

When working with a co-installed server it is important to understand the concept of

context. A context is an association with either a product, a project or a library. On a

co-installed server you can create workspaces with a product, project or library

context. When you checkin (or checkout) an object you are checking the object into

either a product, a project or a library, depending on the context of your workspace.

About Sharing on Co-Installed Servers

Co-installed servers allow you to share files between the co-installed Windchill

components as read-only objects. For example, if you open a PDMLink object from

within a project, the system automatically shares the PDMLink object allowing it to

be referenced/used in the project.

It is important to note that objects can only be shared from a library or product to a

project. Objects cannot be shared between two projects.

Shared objects are intended to be used for reference only. If you want to edit a

shared object you must first check it out of the PDM component of the co-installed

server.

Note: Parts, products and CAD documents cannot be shared between projects.

Documents (such Word documents) can be shared.

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To Register a Co-Installed Server

To register a co-installed server from the Server Registry dialog box:









7. Select a workspace with the appropriate context from the Workspace->Context

list. If this is your first workspace on this server, select the default workspace.

8. Click OK. The co-installed server is added to the Folder navigator and is available

from the File Open dialog box.

About the Folder Navigator

Similar to other Windchill server types, the co-installed server appears in the Folder

Navigator as a cabinet and as a workspace . The co-installed server's

cabinet has the following structure:

• Libraries—contains commonly used objects. Select the Libraries directory to

open the Libraries tab on the Windchill toolbar and see a list of all libraries in

the Pro/ENGINEER browser.

• Products—contains any products that you have set up on the co-installed server.

Select the Products directory to open the Products tab on the Windchill toolbar

and see a list of all available products in the Pro/ENGINEER browser.

• Projects—contains any projects that you have set up on the co-installed server.

Select the Projects directory to open the ProjectLink UI in the Pro/ENGINEER

browser.

• Workspaces—contains all the workspaces set up on the co-installed server. A

workspace can be activated by right-clicking on the workspace folder and

selecting Activate from the shortcut menu. Select the Workspaces directory to

see a list of all workspaces in the Pro/ENGINEER browser.

Using Pro/INTRALINK with Pro/ENGINEER

About the Pro/INTRALINK Workspace

Pro/INTRALINK provides the Workspace, a private area for managing your work

while working with other designers. In the Workspace you can track and change


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multiple objects and perform basic data-management operations while using

Pro/ENGINEER. The Workspace enables designers to operate independently while

recording and tracking concurrent activities to assist in product design decisions.

The Workspace is primarily used to view and modify objects in the user’s local cache.

As a PDM user, you typically check out design information from the PDM server to

your Workspace to modify it. When you are finished modifying a design and you

want to share the modification with other users, you must perform a check-in

operation.

Through the Workspace, the PDM server connects to Pro/ENGINEER. The

Pro/ENGINEER session and the Workspace are linked. Information that is modified in

one application can be seen in the other application.

The PDM system can create multiple workspaces, which is useful if you are working

on several projects at one time. You can create a Workspace for each of your

projects and segregate your design data by project affiliation.

To Register a Pro/INTRALINK Commonspace

When you invoke a linked session of Pro/ENGINEER from Pro/INTRALINK, your

Pro/INTRALINK Commonspace and Workspace automatically registers and appears

within the Folder Navigator. If you are in a Pro/ENGINEER session that is not linked

to a current Pro/INTRALINK session, you can manually register and access the

Pro/INTRALINK Server.



2. Click Add. The Server Property dialog box opens.



4. Enter the INTRALINK server location.

Note: INTRALINK server locations always start with ilcs://(as opposed to

http://).



7. Select the default workspace from the Workspace/Project list.

8. Click Close. The INTRALINK Commonspace and Workspace nodes are added to

the Folder Navigator.

Note: To access the full functionality of Pro/INTRALINK, you must set the path to the

Pro/INTRALINK client start-up command in PTC Setup. If Pro/ENGINEER cannot run

the Pro/INTRALINK client, then the system attempts to connect to your local

workspace.

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To Browse The Commonspace and Workspace

Access your Pro/INTRALINK Commonspace and Workspace from the Folder

navigator.

To view the contents of the Commonspace, click next to your Commonspace's

name in the folder navigator. The contents of the Commonspace display in the


To view the contents of the workspace, click next to the Workspace name in the

Folder navigator. The contents of the Workspace display in the Pro/ENGINEER

browser.

About Application Behavior

Pro/INTRALINK provides you with an "optimistic" check out environment in which

many users can check out and modify the same object at the same time. The first

user to check in an object is the only user able to commit their changes to the

INTRALINK server without an administrative override.

To help you stay in control of your change management environment, you can define

workspace statuses for your Pro/INTRALINK objects that limit the ability of

Pro/ENGINEER to modify those objects. In Pro/INTRALINK Workspace you can set

the following object statuses:

• Read Only—Object is for reference only and can not be modified.

• Modify With Warning—Allows the user to continue in Pro/ENGINEER after

receiving a warning.

You can use Pro/PREFERENCES to set these statuses implicitly for objects that:

• Are locked by another user.

• Have been marked as intend to modify (ITM).

• The user is not authorized to check in.

For each of these object types you can specify:

• None–No warning in Pro/ENGINEER upon Modification

• Warning–Warn upon explicit modification in Pro/ENGINEER (Modify With

Warning)

Note: Implicit modifications are controlled by regenerate_read_only_objects

similar to Windchill.

• Error–Give an error when trying to change read-only objects.

About Read-Only Files

Read only files in Pro/INTRALINK are strictly read only. You cannot save a read-only

file to the workspace and in most cases you cannot modify a read-only file .


78

About Modification Warnings and Errors

If object has the Pro/INTRALINK Workspace status Modify With Warning, then

Pro/ENGINEER warns you upon explicit modification of an object . Implicit

modifications are controlled by regenerate_read_only_objects similar to Windchill.

If object has the Pro/INTRALINK Workspace status Read Only, then you receive an

error upon explicit modification. If an inadvertent modification is made on a read-

only object, you cannot save its changes to the workspace.

Models and Assemblies

To Open a Pro/INTRALINK Object

• Drag the object directly from the Commonspace to the Pro/ENGINEER graphics

window.

• Drag the object directly from the Workspace to the Pro/ENGINEER graphics

window.

• Use the File Open dialog box.

To Drag from the Commonspace or the Workspace:

Opening files from your active Pro/INTRALINK workspace is an easy drag-and-drop

operation.

1. Click the in the Folder navigator. The contents of the active INTRALINK

workspace is displayed in the Pro/ENGINEER browser.

2. Drag the file you want to open from the Workspace to the graphics window.

Pro/ENGINEER opens the selected file.

Note: If you open an object that is checked in to the Commonspace, the system

automatically checks-out the object to the active Workspace.

To Use the File Open Dialog

1. Click File > Open. The File Open dialog box opens.

2. In the Look In list, select your Pro/INTRALINK Workspace or Commonspace.

3. Select the objects that you want to open.

Note: Hold down CTRL to select multiple objects.

4. Click Open. The selected objects open in Pro/ENGINEER.

Note:

o To open an object as a simplified representation, click Open Rep.

o If you open an object that is checked in to the Commonspace, the system

automatically checks out the object to the active Workspace.

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To Check-Out and Open a File in Pro/ENGINEER

1. Click in the Folder navigator. The contents of the Commonspace are displayed

in the Pro/ENGINEER browser.

2. Drag the file you want to open from the Commonspace to the Pro/ENGINEER

graphics window. Pro/INTRALINK automatically checks out the object and moves

it to the active workspace. Additionally, the selected file is opened in

Pro/ENGINEER.

Notes:

• When checking out objects such as assemblies, all dependent files are checked

out according to the default configuration preferences that you set in the

Pro/INTRALINK client. For example, if your Pro/INTRALINK preference indicates

to include drawings, then opening an assembly also adds its drawing to the

workspace.

• Use the Pro/INTRALINK client to perform a more customized check out or to

change the default configuration specification.

• Check out and open a file from the File Open dialog box. The File Open dialog

box contains shortcuts to both the workspace and commonspace.

• Use the File Open dialog box to open objects as simplified representations. A

simplified representation is a predefined configuration that retrieves no

dependents.

About Opening an Object with Dependents

When opening an object with dependents, Pro/ENGINEER looks for the dependents in

the following areas:

In Session

Pro/ENGINEER first checks the current session to

determine if any of the dependents are in memory.

Location of the Selected Object

If the dependents are not in session, Pro/ENGINEER

checks the location of the object that is being opened to

determine if the dependents reside in the same location.

Active Workspace of Primary Server

If the dependents are neither in session or at the same

location as the object that is being opened, Pro/ENGINEER

checks the active workspace on your primary server.

Commonspace of Primary Server

If Pro/ENGINEER is unable to locate the dependents in the

previous three locations, the system looks to the


80

Commonspace of the primary server.

Configurable Search Paths

If Pro/ENGINEER is unable to locate the dependents in the

previous four locations, the system checks any of the

configurable search paths.

To Save a File to the Workspace

Save is used to transfer a modified or new file from your current Pro/ENGINEER

session to the Workspace. To add a saved object to your Commonspace, you must

check the object into the Pro/INTRALINK client.

Click File > Save from the menu bar or click in the toolbar. The name of the file

appears in the message area next to the prompt.

Use the existing file name or type the name of another object in session.

Click , or press ENTER. (To reject the save operation, click the X or press ESC.)

Provided no conflicts exist, the object is saved and the latest version appears in the

Workspace.

To Save a Copy of a File to the Workspace

Save a Copy saves a copy of a file from your current Pro/ENGINEER session to the

Pro/INTRALINK Workspace. After the object is saved, you then add it to your

Commonspace by performing a check-in operation in the Pro/INTRALINK client.

1. Click File > Save a Copy from the menu bar. The name of the file appears in the

message area next to the prompt.

2. Type a new file name or use the existing one. If you enter a new file name, it

must be unique.

Note: When exporting an object, you can select the Relate new files to model

check box to create a Pro/INTRALINK relationship between the Pro/ENGINEER

model and the exported object.

3. Click Ok, or press ENTER. (To reject the save operation, click Cancel.) Provided

no storage conflicts exist, the object is saved and the latest version appears in

the Workspace.

To Check In an Object

1. In an active Pro/ENGINEER session, click File > Check In. The name of the file

appears in the message area next to the prompt.

2. Use the existing file name or type the name of another object in session.

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81

3. Click or press ENTER. Provided that there are no conflicts, the object is

checked in and the latest version appears in the Commonspace.

Tip: Alternatively, you can right-click the object's name in the Folder navigator. A

shortcut menu appears. click Check In.

Notes:

• To perform a more customized check in, check the object in directly from the

Pro/INTRALINK client.

• Performing a checkin checks in all modified children.

To Compare two Versions of the Same Part in Pro/INTRALINK

In Pro/INTRALINK you can compare an earlier version of a part to the current version

in the Commonspace.

1. Open the earlier version of the part in Pro/ENGINEER.

Note: The earlier version of the part should always be in the active


2. Click Analysis > Compare > By Feature. The File Open dialog box opens.

3. Click to browse your Pro/INTRALINK Commonspace for the comparison

model.

4. Select the latest version of the part that is currently in session and click Open.

5. Because the part that you are opening has the same name as the object in

session, the Version Conflict dialog box opens. Enter an alternate name for the

part and click OK. The system saves the iteration under the specified file name

and generates the feature comparison report.

Note: This functionality does not work with family tables.

Conflicts in Pro/INTRALINK

When attempting to modify an object, the system may present you with the

Conflicts dialog box. Below is a table containing each conflict type, the reason for

the conflict and actions that you can take.


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The object that you have retrieved has a

read-only status or an error status and,

when the object opened, Pro/ENGINEER

automatically modified it..

Action you can take:

• Continue.

Retrieval

The object that you have retrieved has a

Modify With Warning status or has

object application behavior of warning,

when the object opened, Pro/ENGINEER

automatically modified it..


• Continue.

The object that you are trying to modify

has a Read Only status or object has

implied application behavior of error.


• None, you cannot modify this object

Modification

The object that you are attempting to

modify has a Modify With Warning

status or has object application behavior

of warning.


• Continue.

• Check out entire family table if object is

a generic (this action is recommended if

you plan to make a change that effects

the entire family table).

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yes, then read-only objects are modified

in the Pro/ENGINEER session. After

regeneration, Pro/ENGINEER lists all the

objects that were modified.


• Continue.

• Check out the entire Family Table if

object is a generic (recommended if you

plan to make a change that affects the

entire family table).

Regeneration



no, then objects are not regenerated in

Pro/ENGINEER.


• To update these objects, you must

manually change their status in

Pro/INTRALINK.

The object you are trying to save has a

read-only status or object has implied

application behavior or error.


• Skip this object.

Save

The object you are attempting to save

has a Modify with Warning status or

object has implied application behavior or

error.


• Continue

• Check out the entire Family Table if

object is a generic (recommended if you

plan to make a change that affects the

entire family table).


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The object that you are trying to save is

a new undesignated instance that has

never been verified (regenerated).


• Always ignore this message

• Ignore this message

85

Index

B

browser options on UNIX ................. 7

C

cache.......................................... 30

collaboration scenarios .................... 1

connections

subscribing to............................ 18

Windchill PartsLink ..................... 18

Windchill ProjectLink .................. 21

connections ................................. 21

Connections navigator................... 15

F

Favorites navigator ....................... 11

Folder ..................................... 9, 41

FTP server

working with ............................. 32

FTP server ................................... 31

FTP site access ............................. 31

H

History navigator.......................... 12

M

mail tool...................................... 21

P

Pro/ENGINEER browser ................... 5

S

search

model search .............................13

search .........................................13

Search tab ...................................13

server registration.........................24

servers

editing properties .......................26

FTP...........................................31

setting primary ..........................26

supported..................................23

servers .................................. 23, 31

U

update................................... 51, 52

W

Windchill PartsLink connection

adding a shortcut .......................19

Windchill PartsLink connection .. 18, 19

Windchill ProjectLink connection......21

work offline ..................................27