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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



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 Design Data Manager?

b

a


1 5 starting model manager 2
1.5 Starting Model Manager (2) Design Data Manager?

2

3


1 5 starting model manager 3
1.5 Starting Model Manager (3) Design Data Manager?

1

2


1 6 the model manager and design data management menu panels
1.6 The Model Manager and Design Data Manager?Design Data Management menu panels

1

2


1 7 activate the model manager toolbar
1.7 Activate the Model Manager toolbar Design Data Manager?

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 9 model manager user interface tour
1.9 Model Manager user interface tour Structure Browser

  • 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) Structure Browser

1

2

3


1 9 1 the workspace window 2
1.9.1 The Workspace window (2) Structure Browser

b

a


1 9 2 dynamic menus
1.9.2 Dynamic menus Structure Browser


1 9 3 the load window
1.9.3 The Load window Structure Browser



1 9 5 status information
1.9.5 Status information Structure Browser


1 9 6 the save window
1.9.6 The Save Structure Browserwindow


1 9 7 model manager online help
1.9.7 Model Manager online help Structure Browser

1

2


2 database integrity
2 Database integrity Structure Browser

  • Components of database integrity

  • Package files v. 3D data format


2 1 components of database integrity
2.1 Components of database integrity Structure Browser

  • Model uniqueness (system ID)

  • Unique identifier for the database

  • Contents ID


2 2 3d data format
2.2 3D data format Structure Browser

  • 3D data formats vs. package files

    • Today’s training


2 2 3d data format 2
2.2 3D data format (2) Structure Browser

  • 3D data formats vs. package files, continued

    • Factors to consider


2 3 preparing classroom data
2.3 Preparing classroom data Structure Browser

  • 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 Structure Browser

2a

2b

2c


2 3 2 save the model
2.3.2 Save the model Structure Browser

2

3


2 3 3 rename assembly parts
2.3.3 Rename assembly/parts Structure Browser

1


2 3 4 details
2.3.4 Details Structure Browser

1


2 3 4 1 model name
2.3.4.1 Model Name Structure Browser


2 3 4 2 shared objects
2.3.4.2 Shared objects Structure Browser

1


2 3 4 3 edit model name
2.3.4.3 Edit model name Structure Browser


2 3 5 save 3d
2.3.5 Save 3D Structure Browser

1

2


3 finding data
3 Finding data Structure Browser

  • Basic search

  • Additional search fields

  • Save your searches


3 1 basic search
3.1 Basic search Structure Browser


3 1 basic search 2
3.1 Basic search (2) Structure Browser

6

4

5


3 2 additional search fields
3.2 Additional Search fields Structure Browser

2

1


3 3 save your search
3.3 Save your search Structure Browser

1


3 3 save your search 2
3.3 Save your search (2) Structure Browser

2


3 3 save your search 3
3.3 Save your search (3) Structure Browser

4


3 4 modify your saved search
3.4 Modify your saved search Structure Browser

2


3 4 modify your saved search 2
3.4 Modify your saved search (2) Structure Browser

3

6

4


3 5 create a prompted search
3.5 Create a prompted search Structure Browser

5

3

9


4 loading objects with model manager
4 Loading Structure Browserobjects 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 Workspace Structure Browserwindow

C

B

D

A


4 2 the load window 1
4.2 The Load window (1) Structure Browser

1


4 2 the load window 2
4.2 The Load window (2) Structure Browser

2


4 2 the load window 3
4.2 The Load window (3) Structure Browser

3


4 2 the load window 4
4.2 The Load window (4) Structure Browser

4


4 2 the load window 5
4.2 The Load window (5) Structure Browser

5


4 2 the load window 6
4.2 The Load window (6) Structure Browser

6


4 3 load options
4.3 Load Options Structure Browser


4 3 load options 2
4.3 Load Options (2) Structure Browser


4 3 load options 3
4.3 Load Options (3) Structure Browser

5

1


4 4 tips loading
4.4 Tips: Loading Structure Browser

2

1


5 refresh status
5 Refresh status Structure Browser

1

2


6 adding thumbnails
6 Adding thumbnails Structure Browser

1

3

2


7 editing preferences
7 Editing preferences Structure Browser


7 1 the workspace tab
7.1 The Workspace tab Structure Browser


7 2 the thumbnail tab
7.2 The Thumbnail tab Structure Browser

4


7 3 the advanced tab
7.3 The Advanced tab Structure Browser


7 3 the advanced tab 2
7.3 The Advanced tab (2) Structure Browser


7 3 the advanced tab 3
7.3 The Advanced tab (3) Structure Browser


7 3 the advanced tab 4
7.3 The Advanced tab (4) Structure Browser


7 3 the advanced tab 5
7.3 The Advanced tab (5) Structure Browser

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 Structure Browser

  • 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 Structure Browser

3

2

1


8 2 modify a part
8.2 Modify a part Structure Browser

1

2

3


8 2 modify a part 2
8.2 Modify a part (2) Structure Browser

6


8 3 top down save
8.3 Top-down save Structure Browser

3

4


8 3 1 filter and search
8.3.1 Filter and Search Structure Browser

5

6


8 3 2 change note
8.3.2 Change note Structure Browser

7


9 Database properties Structure Browser



9 2 database properties table edit
9.2 Database properties: Table Edit Structure Browser

1

3

2

5

4


10 organizing data
10 Organizing Data Structure Browser

Topics:

  • Packets

  • Projects

  • Folders

  • Favorites


10 1 packets
10.1 Packets Structure Browser

  • 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 Structure Browser

  • Personal packet

  • Working packet

    • Data saved in working packet


10 1 2 packets and work states
10.1.2 Packets and work states Structure Browser

a


10 1 2 1 working packet
10.1.2.1 Working Packet Structure Browser

1

8

3

2

9

11

7


10 1 3 copy paste object s
10.1.3 Copy/paste object(s) Structure Browser

2

5

4

3


10 1 4 cut paste object s
10.1.4 Cut/paste object(s) Structure Browser

5

7


10 1 5 drag and drop an object
10.1.5 Drag and drop an object Structure Browser

Single objects only

3

3


10 1 6 send a packet
10.1.6 Send a packet Structure Browser

8

5


10 2 projects
10.2 Projects Structure Browser

  • Organize and assign roles for folders and documents

  • Enabled by system administrator


10 2 1 project roles
10.2.1 Project Roles Structure Browser

  • 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 Structure Browser

* OWNER role only has full permission on items they own


10 2 2 creating projects
10.2.2 Creating Projects Structure Browser

2

3

4

5


10 2 3 create a project and modify roles
10.2.3 Create a Project and Modify Roles Structure Browser

2

3

4

5


10 2 3 create a project and modify roles 2
10.2.3 Create a Project and Modify Roles (2) Structure Browser

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) Structure Browser

12

13

14

15


10 2 4 controlling project
10.2.4 Controlling Project Structure Browser

  • 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 Structure Browser

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 3 folders
10.3 Folders Structure Browser

  • Organize documents and folders in folders

  • Inherit project’s roles

    • Cannot assign roles or permissions directly to folders


10 4 favorites
10.4 Favorites Structure Browser

  • 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 Structure Browser

4

1

5

2


11 working in teams
11 Working in teams Structure Browser

  • 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 Structure Browser

  • 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 Structure Browser

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) Structure Browser

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 Structure Browser

2

3

1

4


11 3 notifications
11.3 Notifications Structure Browser

  • 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 Structure Browser

8a

4

8b

6

9


11 3 1 exploring notifications 2
11.3.1 Exploring Notifications (2) Structure Browser

11

12


11 4 investigating conflicts
11.4 Investigating conflicts Structure Browser

1

2

3



11 5 resolving conflicts
11.5 Resolving conflicts Structure Browser

  • 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 Structure Browser

  • 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 Structure Browser

2

1


12 reload 3d 2
12 Reload 3D (2) Structure Browser

6

3

4

9


12 reload 3d 3
12 Reload 3D (3) Structure Browser

12

11


13 update
13 Update Structure Browser


13 update 2
13 Update (2) Structure Browser

2


13 update 3
13 Update (3) Structure Browser

1

5

2


13 update 4
13 Update (4) Structure Browser

1

3


13 update 5
13 Update (5) Structure Browser

3

2

5


14 partial load
14 Partial Load Structure Browser

3

4

4a


14 partial load 2
14 Partial load (2) Structure Browser


15 using snapshots
15 Using snapshots Structure Browser

1

2


15 1 saving a snapshot
15.1 Saving a snapshot Structure Browser


15 1 saving a snapshot 2
15.1 Saving a snapshot (2) Structure Browser

9

11


16 replace by version
16 Replace by version Structure Browser


16 1 replace by version
16.1 Replace by version Structure Browser

5

8


16 1 replace by version 2
16.1 Replace by version (2) Structure Browser

12b

12a


16 1 replace by version 3
16.1 Replace by version (3) Structure Browser

13a

13c

13f

13b


17 lightweight models
17 Lightweight models Structure Browser

  • 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 Structure Browser

4

2a

2b


17 2 change load type
17.2 Change load type Structure Browser

1

2


18 model manager in annotation
18 Model Manager in Annotation Structure Browser

  • 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 Structure Browser


18 2 the model manager 2d toolbar
18.2 The Model Manager 2D toolbar Structure Browser

Workspace

Save

Add Thumbnail

DB Properties

Reserve

Unreserve

Update Titleblock



18 3 create and save a drawing 1
18.3 Create and save a drawing (1) Structure Browser

1

2


18 3 create and save a drawing 2
18.3 Create and save a drawing (2) Structure Browser

3

7

4

5

9

6



18 3 create and save a drawing 4
18.3 Create and save a drawing (4) Structure Browser

11

12

13


18 4 modify 3d object and update 2d drawing
18.4 Modify 3D object and update 2D drawing Structure Browser

  • Delete 2D and 3D data

  • Modify 3D object

  • Update 2D drawing

  • Save 3D and 2D







19 title blocks
19 Title blocks Structure Browser



19 2 customize text
19.2 Customize text Structure Browser

4

3


19 3 modify the text reference
19.3 Modify the text reference Structure Browser

2

3

4


19 3 modify the text reference 2
19.3 Modify the text reference (2) Structure Browser

8

7

5



20 bom editor
20 BOM Editor Structure Browser

  • 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 Structure Browser

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 Structure Browser

3


20 2 scanning a bom 2
20.2 Scanning a BOM (2) Structure Browser


20 2 scanning a bom 3
20.2 Scanning a BOM (3) Structure Browser

a

c

b

d


20 3 add new child part to a bom
20.3 Add new child part to a BOM Structure Browser

  • Automatically link new Masterdata to top-level Masterdata

  • Manually place existing Masterdata under top-level Masterdata








20 6 editing a bom
20.6 Editing a BOM Masterdata

3

2





20 8 bom checkpoints
20.8 BOM Checkpoints Masterdata

2



20 9 bom splits
20.9 BOM Splits Masterdata

3

4








21 managing design simplifications
21 Managing Design Simplifications Masterdata

  • 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 2
21.1 Saving a simplification (2) Masterdata

7

12

8

11

10

13



21 3 load a simplification
21.3 Load a simplification Masterdata

2

3

5

6


22 Tasks Masterdata

  • Common Task Information

  • Create a task: Clash Analysis

  • Create a task: 2D Format Generation

  • Create a task: Plot









23 conclusion
23 Conclusion Masterdata

  • Summary

  • Other resources


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