Model manager 2007 user training
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Model Manager 2007 User Training. CoCreate OneSpace 2007 Training. Welcome!. Agenda. Model Manager overview User interface overview Using Model Manager Conclusion. 1 Model Manager overview. This section covers: Model Manager description

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Model manager 2007 user training

Model Manager 2007 User Training

CoCreate OneSpace 2007

Training


Welcome

Welcome!


Agenda

Agenda

  • Model Manager overview

  • User interface overview

  • Using Model Manager

  • Conclusion


1 model manager overview

1 Model Manager overview

  • This section covers:

    • Model Manager description

    • How it differs from previously released CoCreate products

    • How it can help you work

    • A user interface tour


1 1 what is model manager

1.1 What is Model Manager?

OneSpace Modeling

Database

Model Manager

Model Manager is your Modeling connection to the database.


1 2 key features

1.2 Key features

  • Enhanced Bill of Materials (BOM) functionality

    • Scan BOM

    • BOM Editor

    • BOM report wizard

  • Create new versions of Masterdata, or reuse existing Masterdata

  • More preferences to control the Model Manager user interface

  • Create tasks and schedule jobs

    • Clash Analysis

    • 2D Format Generation

    • Plot


1 3 how does model manager help you work

?

1.3 How does Model Manager help you work?

Database

Model Manager puts your data where it belongs—in a database.


1 4 how does model manager differ from desktop and from design data manager

1.4 How does Model Manager differ from Desktop and from Design Data Manager?

  • User interface

  • Behind the scene

    • More robust integration

  • Improved use model

    • Top-down save

  • Performance improvement


1 5 starting model manager

1.5 Starting Model Manager

b

a


1 5 starting model manager 2

1.5 Starting Model Manager (2)

2

3


1 5 starting model manager 3

1.5 Starting Model Manager (3)

1

2


1 6 the model manager and design data management menu panels

1.6 The Model Manager and Design Data Management menu panels

1

2


1 7 activate the model manager toolbar

1.7 Activate the Model Manager toolbar

1

2


1 8 accessing model manager functionality the model manager toolbar

1.8 Accessing Model Manager functionality: the Model Manager toolbar

Workspace

Save

Reload

Add Thumbnail

DB Properties

Reserve

Unreserve

Refresh Status All

Allow Edit

Save Snapshot


1 8 accessing model manager functionality the modeling structure browser

1.8 Accessing Model Manager functionality: the Modeling Structure Browser


1 9 model manager user interface tour

1.9 Model Manager user interface tour

  • Workspace window

  • Dynamic menus

  • Loadwindow

  • Refresh Status button

  • Status information

  • Save window

  • Online help


1 9 1 the workspace window 1

1.9.1 The Workspace window (1)

1

2

3


1 9 1 the workspace window 2

1.9.1 The Workspace window (2)

b

a


1 9 2 dynamic menus

1.9.2 Dynamic menus


1 9 3 the load window

1.9.3 The Load window


1 9 4 the refresh status button

1.9.4 The Refresh Status button


1 9 5 status information

1.9.5 Status information


1 9 6 the save window

1.9.6 The Savewindow


1 9 7 model manager online help

1.9.7 Model Manager online help

1

2


2 database integrity

2 Database integrity

  • Components of database integrity

  • Package files v. 3D data format


2 1 components of database integrity

2.1 Components of database integrity

  • Model uniqueness (system ID)

  • Unique identifier for the database

  • Contents ID


2 2 3d data format

2.2 3D data format

  • 3D data formats vs. package files

    • Today’s training


2 2 3d data format 2

2.2 3D data format (2)

  • 3D data formats vs. package files, continued

    • Factors to consider


2 3 preparing classroom data

2.3 Preparing classroom data

  • Load

  • Assign new System ID

  • Save it to the database

    • Use the Rename Wizard to create unique names


2 3 1 assign new system ids

2.3.1 Assign new System IDs

2a

2b

2c


2 3 2 save the model

2.3.2 Save the model

2

3


2 3 3 rename assembly parts

2.3.3 Rename assembly/parts

1


2 3 4 details

2.3.4 Details

1


2 3 4 1 model name

2.3.4.1 Model Name


2 3 4 2 shared objects

2.3.4.2 Shared objects

1


2 3 4 3 edit model name

2.3.4.3 Edit model name


2 3 5 save 3d

2.3.5 Save 3D

1

2


3 finding data

3 Finding data

  • Basic search

  • Additional search fields

  • Save your searches


3 1 basic search

3.1 Basic search


3 1 basic search 2

3.1 Basic search (2)

6

4

5


3 2 additional search fields

3.2 Additional Search fields

2

1


3 3 save your search

3.3 Save your search

1


3 3 save your search 2

3.3 Save your search (2)

2


3 3 save your search 3

3.3 Save your search (3)

4


3 4 modify your saved search

3.4 Modify your saved search

2


3 4 modify your saved search 2

3.4 Modify your saved search (2)

3

6

4


3 5 create a prompted search

3.5 Create a prompted search

5

3

9


4 loading objects with model manager

4 Loading objects with Model Manager

  • Load from the Model Manager Workspace

  • The Load window

  • Check populated Details fields


4 1 load from the workspace window

4.1 Load from the Workspacewindow

C

B

D

A


4 2 the load window 1

4.2 The Load window (1)

1


4 2 the load window 2

4.2 The Load window (2)

2


4 2 the load window 3

4.2 The Load window (3)

3


4 2 the load window 4

4.2 The Load window (4)

4


4 2 the load window 5

4.2 The Load window (5)

5


4 2 the load window 6

4.2 The Load window (6)

6


4 3 load options

4.3 Load Options


4 3 load options 2

4.3 Load Options (2)


4 3 load options 3

4.3 Load Options (3)

5

1


4 4 tips loading

4.4 Tips: Loading

2

1


5 refresh status

5 Refresh status

1

2


6 adding thumbnails

6 Adding thumbnails

1

3

2


7 editing preferences

7 Editing preferences


7 1 the workspace tab

7.1 The Workspace tab


7 2 the thumbnail tab

7.2 The Thumbnail tab

4


7 3 the advanced tab

7.3 The Advanced tab


7 3 the advanced tab 2

7.3 The Advanced tab (2)


7 3 the advanced tab 3

7.3 The Advanced tab (3)


7 3 the advanced tab 4

7.3 The Advanced tab (4)


7 3 the advanced tab 5

7.3 The Advanced tab (5)

Show attachment folders for models and drawings and

Show shares folders for models checked

Show attachment folders for models and drawings and

Show shares folders for models not checked


8 top down saves in model manager

8 Top-down saves in Model Manager

  • Save locations

  • Modify a part

  • Perform a top-down save

  • Create a change note


8 1 three ways to save

8.1 Three ways to save

3

2

1


8 2 modify a part

8.2 Modify a part

1

2

3


8 2 modify a part 2

8.2 Modify a part (2)

6


8 3 top down save

8.3 Top-down save

3

4


8 3 1 filter and search

8.3.1 Filter and Search

5

6


8 3 2 change note

8.3.2 Change note

7


Model manager 2007 user training

9 Database properties


9 1 database properties edit and full modes

9.1 Database properties: Edit and Full modes

1

3

2


9 2 database properties table edit

9.2 Database properties: Table Edit

1

3

2

5

4


10 organizing data

10 Organizing Data

Topics:

  • Packets

  • Projects

  • Folders

  • Favorites


10 1 packets

10.1 Packets

  • Primary form of data access control

  • Like envelopes

    • Open and edit contents

    • Seal and send to another person or group

    • Remove unwanted items


10 1 1 packet terminology

10.1.1 Packet Terminology

  • Personal packet

  • Working packet

    • Data saved in working packet


10 1 2 packets and work states

10.1.2 Packets and work states

a


10 1 2 1 working packet

10.1.2.1 Working Packet

1

8

3

2

9

11

7


10 1 3 copy paste object s

10.1.3 Copy/paste object(s)

2

5

4

3


10 1 4 cut paste object s

10.1.4 Cut/paste object(s)

5

7


10 1 5 drag and drop an object

10.1.5 Drag and drop an object

Single objects only

3

3


10 1 6 send a packet

10.1.6 Send a packet

8

5


10 2 projects

10.2 Projects

  • Organize and assign roles for folders and documents

  • Enabled by system administrator


10 2 1 project roles

10.2.1 Project Roles

  • Control who can access and change projects, folders, and documents

  • Default roles

    • Project Manager – all permissions within the project

    • OWNER – owns the project and has all permissions for the project

    • Folder Creator – may create new folders

    • Document Author – may create and change documents

    • Document Reader – may view and save subprojects, folders, documents and files

    • Releaser – may change a document’s state to released

    • Part Releaser – may change a part’s state to released

    • Locker – may change a document’s state to locked

    • Approver – may change a document’s state to approved

    • Designer – may create and change documents, view and save subprojects, folders, documents, and files

    • Part Designer – may create and change parts


10 2 1 1 roles and permissions

10.2.1.1 Roles and permissions

* OWNER role only has full permission on items they own


10 2 2 creating projects

10.2.2 Creating Projects

2

3

4

5


10 2 3 create a project and modify roles

10.2.3 Create a Project and Modify Roles

2

3

4

5


10 2 3 create a project and modify roles 2

10.2.3 Create a Project and Modify Roles (2)

7

8

9

10

11


10 2 3 create a project and modify roles 3

10.2.3 Create a Project and Modify Roles (3)

12

13

14

15


10 2 4 controlling project

10.2.4 Controlling Project

  • The project whose roles control access to an item

  • A packet controlled by a project is governed by the project’s roles

6


10 2 5 project views and visibility

10.2.5 Project Views and Visibility

2

  • Project view – items visible in the project

  • An item can be visible in more than project

  • Items visible in a project view might or might not be controlled by the project

4

5

6


10 2 5 project views and visibility 2

10.2.5 Project Views and Visibility (2)

8

10


10 2 5 project views and visibility 3

10.2.5 Project Views and Visibility (3)

14

15


10 2 6 restoring the confirmation dialog

10.2.6 Restoring the Confirmation Dialog


10 3 folders

10.3 Folders

  • Organize documents and folders in folders

  • Inherit project’s roles

    • Cannot assign roles or permissions directly to folders


10 4 favorites

10.4 Favorites

  • Your custom view of the data

  • Always includes My Subscriptions and My Packets

  • May include other items

1

2


10 4 1 organize favorites

10.4.1 Organize Favorites

4

1

5

2


11 working in teams

11 Working in teams

  • Reserving and unreserving objects

  • Subscriptions

  • Notifications

  • Running Model Manager and Drawing Manager standalone


11 1 reserving and unreserving objects

11.1 Reserving and unreserving objects

  • You must reserve an object before you can edit it

  • Only one person can reserve an object at a time

  • You must unreserve a reserved object before someone else can edit it


11 1 1 reserving and unreserving activity

11.1.1 Reserving and unreserving activity

You are ready to perform a teamwork exercise in Model Manager. With a partner, follow the directions below to:

  • Find a part

  • Reserve a part

  • Modify a part


11 1 1 reserving and unreserving activity 2

11.1.1 Reserving and unreserving activity (2)

You are ready to perform a teamwork exercise in Model Manager. With a partner, follow the directions below to:

  • Find a part

  • Reserve a part

  • Modify a part


11 2 subscriptions

11.2 Subscriptions

2

3

1

4


11 3 notifications

11.3 Notifications

  • Let you know when you are working on an older version

  • Compare your session data with the database data

    • Interval determined in your preferences

  • Use Refresh Status All in Modeling to trigger a refresh

  • A pop-up dialog alerts you when you are working on an older version


11 3 1 exploring notifications

11.3.1 Exploring Notifications

8a

4

8b

6

9


11 3 1 exploring notifications 2

11.3.1 Exploring Notifications (2)

11

12


11 4 investigating conflicts

11.4 Investigating conflicts

1

2

3


11 4 investigating conflicts 2

11.4 Investigating conflicts (2)


11 5 resolving conflicts

11.5 Resolving conflicts

  • Assign new SysID to local model

  • Replace local model with DB model

  • Replace DB model with local model (DB Overwrite or New Version)


11 6 model manager and drawing manager standalone

11.6 Model Manager and Drawing Manager standalone

  • Start from the Windows Start menu

  • Created for non-CAD team members

  • Install from Software Distribution Server

  • Launches 3D Access, Model Explorer, or Modeling to view models

  • Launches 2D Access, Drafting, or Annotation to view drawings

  • Limitations

    • Cannot save drawings, models, or assemblies

    • Cannot send a BOM view to Annotation


12 reload 3d

12 Reload 3D

2

1


12 reload 3d 2

12 Reload 3D (2)

6

3

4

9


12 reload 3d 3

12 Reload 3D (3)

12

11


13 update

13 Update


13 update 2

13 Update (2)

2


13 update 3

13 Update (3)

1

5

2


13 update 4

13 Update (4)

1

3


13 update 5

13 Update (5)

3

2

5


14 partial load

14 Partial Load

3

4

4a


14 partial load 2

14 Partial load (2)


15 using snapshots

15 Using snapshots

1

2


15 1 saving a snapshot

15.1 Saving a snapshot


15 1 saving a snapshot 2

15.1 Saving a snapshot (2)

9

11


16 replace by version

16 Replace by version


16 1 replace by version

16.1 Replace by version

5

8


16 1 replace by version 2

16.1 Replace by version (2)

12b

12a


16 1 replace by version 3

16.1 Replace by version (3)

13a

13c

13f

13b


17 lightweight models

17 Lightweight models

  • Graphical representation of a 3D model, without the geometry

  • Automatically saved starting with Modeling 2007

  • Benefits of Lightweight models when working with very large assemblies

    • Load models faster and in less memory than full 3D models

    • See the visual context around the models on which you are working

    • Select models for reload visually rather than trying to identify them from a partial load structure

  • Limitations of Lightweight models

    • Can’t modify a Lightweight model

    • Can’t generate an eDrawings or XVL file from a Lightweight model

    • Can’t use Lightweight models and simplifications together


17 1 load lightweight models

17.1 Load Lightweight models

4

2a

2b


17 2 change load type

17.2 Change load type

1

2


18 model manager in annotation

18 Model Manager in Annotation

  • Start Annotation

  • Create an Annotation drawing

  • Save an Annotation drawing

  • Load an Annotation drawing

  • Modify associated 3D data

  • Save modified Annotation drawing


18 1 start annotation

18.1 Start Annotation


18 2 the model manager 2d toolbar

18.2 The Model Manager 2D toolbar

Workspace

Save

Add Thumbnail

DB Properties

Reserve

Unreserve

Update Titleblock


18 2 the model manager 2d toolbar 2

18.2 The Model Manager 2D toolbar (2)


18 3 create and save a drawing 1

18.3 Create and save a drawing (1)

1

2


18 3 create and save a drawing 2

18.3 Create and save a drawing (2)

3

7

4

5

9

6


18 3 create and save a drawing 3

18.3 Create and save a drawing (3)


18 3 create and save a drawing 4

18.3 Create and save a drawing (4)

11

12

13


18 4 modify 3d object and update 2d drawing

18.4 Modify 3D object and update 2D drawing

  • Delete 2D and 3D data

  • Modify 3D object

  • Update 2D drawing

  • Save 3D and 2D


18 4 modify 3d object and update 2d drawing 2

18.4 Modify 3D object and update 2D drawing (2)


18 4 modify 3d object and update 2d drawing 3

18.4 Modify 3D object and update 2D drawing (3)

2

4


18 4 modify 3d object and update 2d drawing 4

18.4 Modify 3D object and update 2D drawing (4)

3

5

7


18 4 modify 3d object and update 2d drawing 5

18.4 Modify 3D object and update 2D drawing (5)

3

2


18 4 modify 3d object and update 2d drawing 6

18.4 Modify 3D object and update 2D drawing (6)

5b

6


19 title blocks

19 Title blocks


19 1 create and place text on drawing

19.1 Create and place text on drawing


19 2 customize text

19.2 Customize text

4

3


19 3 modify the text reference

19.3 Modify the text reference

2

3

4


19 3 modify the text reference 2

19.3 Modify the text reference (2)

8

7

5


19 4 modify title block frame type

19.4 Modify title block frame type


20 bom editor

20 BOM Editor

  • Masterdata

  • Scan BOM

  • Add Child part

  • Assign position numbers

  • View BOM

  • Edit BOM

  • Compare BOMs

  • BOM Checkpoints

  • BOM Splits

  • Options, Views, and Effectivities

  • BOM Report Configurations

  • Export BOM


20 1 masterdata

20.1 Masterdata

Masterdata for part #101

Masterdata for part #102

Material A

Material B

3D model

Gear.sd

2D drawing of gear

Gear.mi


20 2 scanning a bom

20.2 Scanning a BOM

3


20 2 scanning a bom 2

20.2 Scanning a BOM (2)


20 2 scanning a bom 3

20.2 Scanning a BOM (3)

a

c

b

d


20 3 add new child part to a bom

20.3 Add new child part to a BOM

  • Automatically link new Masterdata to top-level Masterdata

  • Manually place existing Masterdata under top-level Masterdata


20 3 1 automatically link new masterdata element to top level masterdata

20.3.1 Automatically link new Masterdata element to top-level Masterdata

2

4

3


Model manager 2007 user training

20.3.2 Manually place existing Masterdata under top-level Masterdata


20 4 assigning position numbers

20.4 Assigning position numbers

d

a

b

c


20 5 viewing a bom report

20.5 Viewing a BOM report

3

4


20 5 viewing a bom report 2

20.5 Viewing a BOM report (2)


20 5 viewing a bom report 3

20.5 Viewing a BOM report (3)


20 6 editing a bom

20.6 Editing a BOM

3

2


20 6 editing a bom 2

20.6 Editing a BOM (2)

4


20 7 comparing boms

20.7 Comparing BOMs


20 7 comparing boms 2

20.7 Comparing BOMs (2)


20 8 bom checkpoints

20.8 BOM Checkpoints

2


20 8 bom checkpoints 2

20.8 BOM Checkpoints (2)


20 9 bom splits

20.9 BOM Splits

3

4


20 10 options views and effectivities

20.10 Options, Views, and Effectivities

2

3

4


20 10 options views and effectivities 2

20.10 Options, Views, and Effectivities (2)


20 10 options views and effectivities 3

20.10 Options, Views, and Effectivities (3)

7


20 11 report configurations

20.11 Report Configurations

2


20 12 exporting a bom report

20.12 Exporting a BOM Report

2

3


20 12 exporting a bom report 2

20.12 Exporting a BOM Report (2)


21 managing design simplifications

21 Managing Design Simplifications

  • Simplified representation of a part or assembly

    • Obscures details

    • Faster loads

  • Can’t create a simplification of a Lightweight model


21 1 saving a simplification

21.1 Saving a simplification

1

4


21 1 saving a simplification 2

21.1 Saving a simplification (2)

7

12

8

11

10

13


21 2 verify simplification

21.2 Verify simplification

2

4


21 3 load a simplification

21.3 Load a simplification

2

3

5

6


Model manager 2007 user training

22 Tasks

  • Common Task Information

  • Create a task: Clash Analysis

  • Create a task: 2D Format Generation

  • Create a task: Plot


Model manager 2007 user training

22.1 Common Task Information


Model manager 2007 user training

22.2 Create a task: Clash Analysis

2

3

5

6


Model manager 2007 user training

22.2 Create a task: Clash Analysis (2)

8

9


Model manager 2007 user training

22.3 Create a task: 2D Format Generation


Model manager 2007 user training

22.3 Create a task: 2D Format Generation (2)


Model manager 2007 user training

22.4 Create a task: Plot


Model manager 2007 user training

22.4 Create a task: Plot (2)


23 conclusion

23 Conclusion

  • Summary

  • Other resources


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