tci release 3.1 user manual...for performing the teamcenter login, enter your valid teamcenter...

TCI Release 3.1 User Manual

TCI Release 3.1 - User Manual ii

Copyright

© 2012, 2016 T-Systems International GmbH.

All rights reserved. Printed in Germany.

Issued by

T-Systems International GmbH

GDC Product Lifecycle Management

Fasanenweg 5

70771 Leinfelden-Echterdingen

Germany

Contacts

web: http://www.cmi-support.com

email: [email protected]

phone: +49 (0) 40 30600-5544

Brief details

User manual for TCI.

This guide describes the usage of TCI.

Before using this guide, be sure you understand:

the usage of 3DEXPERIENCE,

the usage of Teamcenter.

Trademarks

3DEXPERIENCE are registered trademarks of Dassault Systèmes.

Teamcenter is a registered trademark of Siemens PLM Corporation.

Oracle is a registered trademark of Oracle Corporation.

Names of other products mentioned in this manual are used only for identification

purpose and may be trademarks of their companies.

http://www.cmi-support.com/

mailto:[email protected]

TCI Release 3.1 - User Manual iii

Table of Contents

1 Overview ........................................................................................................... 1

1.1 Introduction TCI ................................................................................................. 1

2 TCI integration in Teamcenter ......................................................................... 2

2.1 TCI command “Export to 3DEXPERIENCE” ....................................................... 2 2.2 TCI command “View 3DEXPERIENCE Properties” ............................................ 4 2.3 TCI command “About TCI” ................................................................................. 6

3 TCI integration in 3DEXPERIENCE ................................................................. 7

3.1 TCI command “Teamcenter Login” ..................................................................... 8 3.2 TCI command “Query Item in Teamcenter” ........................................................ 8 3.3 TCI command “Get latest version from Teamcenter” ........................................ 10 3.4 TCI command “Show Teamcenter attributes of selected item” ......................... 10 3.5 TCI command “Teamcenter Logout” ................................................................ 11 3.6 TCI command “Filter Structure” ........................................................................ 11 3.7 Start a data transfer from 3DEXPERIENCE to Teamcenter ............................. 12

4 Monitoring data transfer jobs ........................................................................ 15

5 TCI web interface ........................................................................................... 16

5.1 TCI – Info page ................................................................................................ 16 5.2 TCI – Configuration info page .......................................................................... 16 5.3 TCI – Persistent directory ................................................................................. 17 5.4 TCI – Operations .............................................................................................. 18

TCI Release 3.1 - User Manual iv

List of Figures

Figure 1 – TCI tool bar inside Teamcenter...................................................................................... 2

Figure 2 – Pop-up menu with TCI command “Export to 3DEXPERIENCE” ..................................... 2

Figure 3 – Dialog “Export to 3DEXPERIENCE” in “My Teamcenter” context .................................. 3

Figure 4 – Pop-up menu with TCI command “View 3DEXPERIENCE Properties” .......................... 5

Figure 5 – 3DEXPERIENCE properties dialog window with TCI properties .................................... 5

Figure 6 – 3DEXPERIENCE properties dialog window with 3DEXPERIENCE properties ............... 6

Figure 7 – TCI product information window .................................................................................... 6

Figure 8 – TCI menu without active Teamcenter Login ................................................................... 7

Figure 9 – TCI menu with active Teamcenter Login ........................................................................ 7

Figure 10 – Teamcenter Login window ........................................................................................... 8

Figure 11 – Query Item in Teamcenter ........................................................................................... 9

Figure 12 – Query Result from Teamcenter .................................................................................... 9

Figure 13 – Send to 3DEXPERIENCE dialog window in TCI Query...............................................10

Figure 14 – Teamcenter attributes of selected item .......................................................................11

Figure 15 – Selection window for filtering structure ........................................................................12

Figure 16 – Filtering structure ........................................................................................................12

Figure 17 – Filtering structure with warnings .................................................................................12

Figure 18 – Main Export menu in 3DEXPERIENCE ......................................................................13

Figure 19 – XPDM command in Export menu ................................................................................13

Figure 20 – XPDM dialog window ..................................................................................................13

Figure 21 – 3DEXP and XPDM Gateway monitoring .....................................................................15

Figure 22 – TCI info page ..............................................................................................................16

Figure 23 – TCI configuration info page .........................................................................................16

Figure 24 – TCI Persistent Directory content .................................................................................17

Figure 25 – TCI List of related objects for a specific Entry Point ....................................................17

Figure 26 – TCI Operations ...........................................................................................................18

Figure 27 – TCI List of related objects for a specific Entry Point ....................................................18

TCI Release 3.1 - User Manual 1

1 Overview

1.1 Introduction TCI

TCI was developed by T-Systems as a high-end integration between the PDM systems

3DEXPERIENCE and Teamcenter. With this integration it is possible to exchange CAD and PDM

data between 3DEXPERIENCE and Teamcenter.

3DEXPERIENCE uses assemblies similar to Teamcenter. TCI makes a bidirectional mapping

between the Teamcenter structure and the 3DEXPERIENCE structure.


2 TCI integration in Teamcenter

The TCI functionality is seamlessly embedded into the Teamcenter Rich Client. The functionality is

available in Teamcenter via “My Teamcenter” and “Structure Manager”.

There are three TCI commands:

1. “Export to 3DEXPERIENCE”

2. “View 3DEXPERIENCE Properties”

3. “About TCI”

Figure 1 – TCI tool bar inside Teamcenter

2.1 TCI command “Export to 3DEXPERIENCE”

The command “Export to3DEXPERIENCE is always available if a Teamcenter Item Revision is

active.

In case of “My Teamcenter” context, the command “Export to 3DEXPERIENCE” is also available in

the corresponding pop-up menu. In case of active “Structure Manager”, you have to use the TCI

tool bar.

Figure 2 – Pop-up menu with TCI command “Export to 3DEXPERIENCE”

If you have an Item Revision active in the “My Teamcenter” context and select the TCI command

“Export to 3DEXPERIENCE”, the following dialog window will appear.


Figure 3 – Dialog “Export to 3DEXPERIENCE” in “My Teamcenter” context

Inside this dialog you have the following options, to configure the TCI export functionality:

Expand Depth:

With these radio buttons you can define the depth of the structure export.

o “All”

This is the default configuration. In this case, the whole structure will be exported.

o “Node”

Only the top structure level will be exported

o “Select depth:”

If you select this configuration, you can define the number of structure levels to be exported

(Default number is: 2)

Export Options:

To configure different options for the export, the following checkboxes are available

“Transfer structure filter only”


With this checkbox, you have the opportunity to transfer only a structure filter to

3DEXPERIENCE without transferring the structure itself. A valid name for the structure

filter is necessary and has to be defined in input field “Structure Name”. For further

information please see also configuration option “Named Structures”.

“Transfer location of control”

By activating this checkbox, you can define to transfer the location of control to

3DEXPERIENCE. This means, that all transferred items are owned by

3DEXPERIENCE after the successful data transfer.

“Remove non existing children in CATIA”

If you activate this checkbox, all non existing children are removed while performing the

data transfer to 3DEXPERIENCE. The structure in Teamcenter stays unchanged.

“Show export report”

If you activate this checkbox, a confirmation window will appear after starting a data

export.

Named Structures:

If you want to define a filter name for the exported structure, you have to switch on the toggle

button “Set name for structure filter” and define a name in the input field “Structure Name”.

Defining a filter name for a structure gives you the advantage to transfer the Teamcenter

visibility of structure items to 3DEXPERIENCE. On Teamcenter side you have only to define a

unique filter name during the Export dialog. On 3DEXPERIENCE side you can choose this filter

name to filter the transferred structure. See chapter “TCI command “Filter Structure”” how to

use the filter names on 3DEXPERIENCE side.

Revision Rules:

If you want to define a specific revision rule for the export, you have to switch on the toggle

button “Use Revision Rule for Expand” and select the name of the desired revision rule in the

Pull-Down menu “Revision Rule:”.

In case of “Structure Manager” context the configured Revision Rule will be used and this

option is not available inside the TCI export dialog window.

Variants:

If you want to define a specific variant for the export, you have to switch on the toggle button

“Use Variant for Expand” and select the name of the desired variant in the Pull-Down menu

“Variant:”.

In case of “Structure Manager” context the configured Variant will be used and this option is not

available inside the TCI export dialog window.

2.2 TCI command “View 3DEXPERIENCE Properties”

This command “View 3DEXPERIENCE Properties” provides the ability, to display the

3DEXPERIENCE properties of the active item revision without leaving the Teamcenter application

or switching to the 3DEXPERIENCE application.


The command is available in “My Teamcenter” and in “Structure Manager” context if a Teamcenter

Item Revision is active.

Figure 4 – Pop-up menu with TCI command “View 3DEXPERIENCE Properties”

The 3DEXPERIENCE properties from the TCI database will be listed in a new dialog window.

Figure 5 – 3DEXPERIENCE properties dialog window with TCI properties

If the 3DEXPERIENCE server connection is configured the 3DEXPERIENCE properties will be

listed in the new dialog window.


Figure 6 – 3DEXPERIENCE properties dialog window with 3DEXPERIENCE properties

2.3 TCI command “About TCI”

The command “About TCI” is only available inside the TCI toolbar and will display some general

product information.

Figure 7 – TCI product information window


3 TCI integration in 3DEXPERIENCE

The TCI functionality is seamlessly embedded into 3DEXPERIENCE. You can find the TCI menu

in the fixed area of the 3DEXPERIENCE Action Bar with common tools that are not app-specific.

The TCI menu is available in Explore Mode and also in Open Mode of 3DEXPERIENCE.

Figure 8 – TCI menu without active Teamcenter Login

Figure 9 – TCI menu with active Teamcenter Login


The following commands are available inside the TCI menu:

Teamcenter Login

Query Item in Teamcenter

Get latest version from Teamcenter

Show Teamcenter attributes of selected item

Teamcenter Logout

Filter Structure

3.1 TCI command “Teamcenter Login”

TCI menu icon:

A Teamcenter Login is required to use the functionality of the TCI menu items “Query Item in

Teamcenter “, “Get latest version from Teamcenter” and “Show Teamcenter attributes of selected

item”. After selecting the Teamcenter login icon the following dialog window appears:

Figure 10 – Teamcenter Login window

For performing the Teamcenter Login, enter your valid Teamcenter account data and press the OK

button. If the Teamcenter Login is successful, the TCI menu items “Query Item …”, “Get latest

version …” and “Show Teamcenter attributes …” are selectable. If the Teamcenter Login fails, the

error message “Login failed” will appear. In this case, please check your Teamcenter account data

or ask your TCI system administrator for help.

3.2 TCI command “Query Item in Teamcenter”

TCI menu icon:


This dialog offers the possibility to define and execute different types of item queries inside

Teamcenter without leaving your active 3DEXPERIENCE window. It is only available, when a

Teamcenter session is active.

After selecting the TCI command “Query Item in Teamcenter” the following dialog window will

appear:

Figure 11 – Query Item in Teamcenter

The query can be a combination of Item Type, Item ID, Item Revision, Name and Description.

To define the query parameter Item Type, the user has to select one of the predefined values:

--- BLANK --- (all Item Types allowed)

ItemRevision

Design Revision

Part Revision

After selecting the “Query” – Button, the query will be performed inside Teamcenter and the result

will be presented in a new window. In case of no result data, an empty result window will appear.

Figure 12 – Query Result from Teamcenter

Inside the result list it is possible to select one object. After selecting an object, the Button “Send to

3DEXPERIENCE” will become active. By selecting this button, you are able to start the data

transfer from Teamcenter to 3DEXPERIENCE for the selected object. To start the transfer, check

the options inside the upcoming dialog window and press the OK button.


Figure 13 – Send to 3DEXPERIENCE dialog window in TCI Query

The data transfer is performed as background job and will take some time according to the

utilization of the Teamcenter and 3DEXPERIENCE server processes.

In case of “Expand Depth” defined as “All”, please keep in mind that the entire structure below the

selected object, including all children, is transferred from Teamcenter to 3DEXPERIENCE.

3.3 TCI command “Get latest version from Teamcenter”

TCI menu icon:

With the TCI command “Get latest version from Teamcenter” you can start an update process to

transfer the latest version of the selected object from Teamcenter to 3DEXPERIENCE. The

versions of the entire structure below the selected object, including all children, will be checked.

The latest version of each object will be transferred to 3DEXPERIENCE.

The data transfer is performed as background job and will take some time according to the

utilization of the Teamcenter and 3DEXPERIENCE server processes.

This TCI command is only available, when a Teamcenter session is active.

3.4 TCI command “Show Teamcenter attributes of selected item”

TCI menu icon:

To retrieve the attribute values for a selected object, you can use the TCI command “Show

Teamcenter attributes of selected item”. Activate an object in 3DEXPERIENCE and select the TCI

command. An online query will be started immediately and the available Teamcenter attributes and

values will be displayed in a new window.


Figure 14 – Teamcenter attributes of selected item

If the selected object in 3DEXPERIENCE does not exist in Teamcenter, an appropriate error

message is displayed. Please note, only object type Product is supported.

This TCI command is only available, when a Teamcenter session is active.

3.5 TCI command “Teamcenter Logout”

TCI menu icon:

If you select the TCI command “Teamcenter Logout” the logout will be performed. To perform one

of the before described commands, you have to login again.

3.6 TCI command “Filter Structure”

TCI menu icon:

The TCI command “Filter Structure” offers powerful filter functionality. As part of each data export

from Teamcenter it is possible, to define a unique filter name for the active structure. For detailed

information, please see chapter “TCI command “Export to 3DEXPERIENCE””, configuration option

“Named Structures”.

The defined filter name and the corresponding item filtering will also be transferred to

3DEXPERIENCE. When you select the TCI command “Filter Structure” inside 3DEXPERIENCE


the dialog window “Select Name” will appear and present all defined filter names in a Pull-Down

list.

Figure 15 – Selection window for filtering structure

After selecting a filter name and confirming with the OK button, the current data structure is filtered.

All elements to be filtered must be expanded prior to the usage of the filter. It is recommended to

perform a full expand of the structure with “Tree Expansion” before using the filter functionality.

The filtering is only available in 3DEXPERIENCE Explore Mode.

If the filtering was performed without any warnings, the success message “Filter Named Structure

finished” is displayed.

Figure 16 – Filtering structure

In case of incomplete filtering, an extended message is displayed. Expand the structure and

perform the filtering again.

Figure 17 – Filtering structure with warnings

3.7 Start a data transfer from 3DEXPERIENCE to Teamcenter

To perform a data transfer from 3DEXPERIENCE to Teamcenter the XPDM Gateway has to be

used. The XPDM Gateway is the official supported export solution from Dassault Systèmes to

export data from 3DEXPERIENCE. The TCI software is connected with the XPDM Gateway to

handle the exported data and perform the Teamcenter import.


To start a data export, you have to use the XPDM Export dialog inside 3DEXPERIENCE. Open the

main Export menu and select the “XPDM…” menu entry.

Figure 18 – Main Export menu in 3DEXPERIENCE

Figure 19 – XPDM command in Export menu

Inside the XPDM dialog window it is necessary to use a valid Site Name. If you are not familiar with

the input parameters “Site Name” and “Option”, please ask your TCI system administrator for

assistance.

Figure 20 – XPDM dialog window


To start a data transfer, press the Ok button.

The data transfer itself will be performed as background job. You can immediately resume your

work in 3DEXPERIENCE.


4 Monitoring data transfer jobs

The data transfer jobs can be monitored via two web pages. Because the 3DEXPERIENCE export

and import is fully integrated in the Gateway functionality from Dassault Systèmes, also the

monitoring is based on these Gateways. The 3DEXP Gateway and the XPDM Gateway work in a

queue to perform the data transfer. For monitoring the data transfer jobs, two corresponding web

pages are available:

Figure 21 – 3DEXP and XPDM Gateway monitoring

For further information about the monitoring, please ask your 3DEXPERIENCE system

administrator.


5 TCI web interface

The TCI web server provides web pages with different TCI information, you can retrieve this

information with a standard web browser.

5.1 TCI – Info page

Information about the TCI software version, installation path and setting file is available at URL

http://[TCI-Server]:[TCI-Port-Number]/TCI/Info

Figure 22 – TCI info page

5.2 TCI – Configuration info page

Information about the TCI configuration is available at URL

http://[TCI-Server]:[TCI-Port-Number]/TCI/Config

Figure 23 – TCI configuration info page


5.3 TCI – Persistent directory

Information about the performed data transfer jobs from Teamcenter to 3DEXPERIENCE is

available at URL http://[TCI-Server]:[TCI-Port-Number]/TCI/Persistent

Figure 24 – TCI Persistent Directory content

By selecting the respective plus sign detailed information on the individual steps of an Entry

Point are displayed. By selection the Entry Point name, the related objects are displayed on a new

page.

Figure 25 – TCI List of related objects for a specific Entry Point


5.4 TCI – Operations

Information about all performed data transfer jobs between Teamcenter and 3DEXPERIENCE is

available at URL http://[TCI-Server]:[TCI-Port-Number]/TCI/DB

Figure 26 – TCI Operations

The search for specific data transfer jobs is possible by entering a start date, end date and/or an

object search string. By selecting the respective plus sign detailed information on the individual

steps of an Entry Point are displayed. By selection the Entry Point name, the related objects are

displayed on a new page.

Figure 27 – TCI List of related objects for a specific Entry Point

tci release 3.1 user manual...for performing the teamcenter login, enter your valid teamcenter...

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