SMARTEAM Fundamentals
SMARTEAM Training
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SMARTEAM
Fundamentals
Copyright DASSAULT SYSTEMES
Version 5 Release 14
September 2004
EDU-SMT-E-SFL-FF-V5R14
Student Notes:
SMARTEAM Fundamentals
SMARTEAM Fundamentals
Student Notes:
Objectives of the course
This course explains the various principles and procedures used
by SMARTEAM to implement the PLM concept. You will learn how
to work with SMARTEAM - Editor and Workflow, and how to use the
various functionalities provided by these modules for
incorporating PLM in your day-to-day work.
Targeted audience
New SMARTEAM Users
Prerequisites
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None
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2 days
SMARTEAM Fundamentals
Student Notes:
How to Use this Guide
• Introduction screens
• Skillets’ conceptual screens
• Exercises
• Summary
• Progressive exercises
• Reference to Master Exercises to be completed throughout the week
(see EDU-SMT-E-SFL-FX-V5R14 book)
• Looking for info...
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• Sending feedback to DS:
• Contact:
•Yann Malet
•e-mail: yml@ds-fr.com
• Global offer and Complementary material:
• Companion for on-the-job aid (Electronic support system + refresher + updates)
• SMARTEAM online documentation for task description
• F1 for contextual help
• Certification ad:
• Getting certified... (www.3dplm.com/certification)
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How to Use this Guide
What the student can find in the guide and how to use it during/after the class:
• TOC
• Structure
• Lessons
SMARTEAM Fundamentals
Student Notes:
Table of Contents (1/5)
Introduction to SMARTEAM
SMARTEAM and PLM
Terminology in SMARTEAM
To Sum Up
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Getting Started with SMARTEAM - Editor
What is SMARTEAM - Editor
How SMARTEAM - Editor Can Help You
SMARTEAM - Editor Features
Office Integration
Classes and Sub-Classes
Super Class Documents
Tree Links
Links Combination
Linking Information
General Links
CAD Integration Links
SMARTEAM - Editor Interface
Object Trees
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11
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50
51
SMARTEAM Fundamentals
Student Notes:
Table of Contents (2/5)
How to Modify the Tree Properties
Time to Practice
Managing a Project
Adding Information
Viewing Details
Linking Information
Manipulating Information
Time to Practice
Searching SMARTEAM Information
Introduction to Searching Information
Creating a Search
Using a Search
Time to Practice
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Managing Object Views
Displaying Views
Creating Views
Setting View Options
Time to Practice
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137
SMARTEAM Fundamentals
Student Notes:
Table of Contents (3/5)
Viewing SMARTEAM Information
Cimmetry Viewer
eDrawings Viewer
Time to Practice
Lifecycle Management
Introduction to Lifecycle Management
Lifecycle Mechanism
Using Lifecycle Options
Lifecycle and File Operations Report
Time to Practice
Part Behavior
About Part Behavior
Lifecycle Graph of Part
How to Promote a Part
Time to Practice
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Using SMARTEAM - Office Integration
About SMARTEAM - Office Integration
SMARTEAM - Office Integration Interface
Time to Practice
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197
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199
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203
204
205
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208
SMARTEAM Fundamentals
Student Notes:
Table of Contents (4/5)
Using SMARTEAM File Explorer
About SMARTEAM File Explorer
How to Launch SMARTEAM File Explorer
Discovering Object States
Discovering the Toolbar
Discovering Menus
Time to Practice
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Time to Practice
Introduction to SMARTEAM - Workflow
Business Challenges for an Enterprise
Business Processes in an Enterprise
About SMARTEAM - Workflow
SMARTEAM - Workflow Modules
SMARTEAM - Workflow Terms
Flowchart Designer Terms
Power of SMARTEAM - Workflow
How SMARTEAM - Workflow Can Help You
To Sum Up
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209
210
211
212
213
214
215
216
217
218
219
220
221
222
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224
225
226
SMARTEAM Fundamentals
Student Notes:
Table of Contents (5/5)
Main Tools
About Tools Available in SMARTEAM - Workflow
Flowchart Designer (1/2)
Flowchart Designer (2/2)
SmartBox
Workflow Manager
To Sum Up
SMARTEAM Mailbox - SmartBox
About SmartBox
How SmartBox Helps
To Sum Up
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Using SMARTEAM - Workflow
Using SMARTEAM - Workflow
Initiating a Process
Working with a Process
Managing a Process
Keeping Track of the Process
To Sum Up
Time to Practice
Time to Practice
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234
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SMARTEAM Fundamentals
Introduction to SMARTEAM
In this lesson you will learn how SMARTEAM implements PLM, and you will get
familiar with its terminology.
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SMARTEAM and PLM
Terminology in SMARTEAM
To Sum Up
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Student Notes:
SMARTEAM Fundamentals
Introduction to SMARTEAM
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You will learn how SMARTEAM fulfills the PLM requirements and you will get
familiar with the terminology used.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
SMARTEAM and PLM
You will learn how SMARTEAM fulfills the PLM definition, and where
SMARTEAM provides specific support for the related functions.
Suppliers
Simulation
Planning
Analysis
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Engineering
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Test
Maintenance
Purchasing
SMARTEAM Fundamentals
Product Lifecycle Management (PLM) Definition
A strategic business approach that applies a consistent set of
business solutions in support of the collaborative creation,
management, dissemination, and use of product definition
information across the extended enterprise from concept to end
of life – integrating people, processes, business systems and
information.
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Source: CIMdata Inc.
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Student Notes:
SMARTEAM Fundamentals
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PLM Elements
Product Structure Management / Configuration Management
Create, maintain, communicate and browse product structures and configurations
Link related data and information to the structure
Manage changes on product through effectivities and revisions
Document Management
Manage different document types
Classify documents by attributes (Profile Cards)
Search and retrieve by attributes and relationships
Lifecycle management – revision control
Change/Process Management – Workflow
Automate the company’s engineering processes using a Workflow tool
Manage engineering changes – ECO, ECP, ECN
Authorization
Revision Control
Classification and Retrieval
Partner Collaboration Tools
Enable collaboration and exchange of information with sub-contractors, suppliers and
customers
Web-based
Extended security
Simple and intuitive
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
SMARTEAM as PLM Solution for an Enterprise
In the PLM space, SMARTEAM works hand in hand with Authoring Tools (e.g., CAD legacy
systems, MS Office, etc.) and Information Systems (e.g., ERP, SCM, CRM, etc.) that are
commonly used in an enterprise.
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Planning & Concept
Engineering
Design
Product
Engineering
Marketing
Requirements
Prototype
& Testing
Maintenance
& Repair
Manufacturing
Engineering
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Sales &
Distribution
Assembly
& Manufacturing
Purchasing
SMARTEAM Fundamentals
SMARTEAM Coverage
From Concept To Realization…
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SMARTEAM is aimed to store and manage all the files and information created in the
various lifecycle stages of a Product.
This implies that the data related to your product during its whole lifecycle is made
available by SMARTEAM to the right people at the right time.
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Student Notes:
SMARTEAM Fundamentals
Concept Phase
The Concept Phase typically includes the following activities :
Collect requirements
Currently document driven approach
Specifications
Marketing or Customer inputs
Standards / Regulations like ISO/CE/FDA/CME/GMP
System Engineering is used for more complex Products
Requirements
Functions
Analyze data for reuse
Existing design packages can be used
Relations to CAD design data and Bill of Material
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SMARTEAM will help you to store, retrieve and reuse data generated during the Concept Phase.
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Student Notes:
SMARTEAM Fundamentals
Planning Phase
Planning Phase involves :
Creating an overall project plan
Divide the project into sub-projects
Modularize the Product
Allocation of resources
Human resources
Machines
Locations
Budget
Risk Management
Identify critical activities
Identify critical dependencies
Create what-if scenarios
Defining gates
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SMARTEAM helps you to structure and breakdown the work that needs to be done during
the Planning Phase.
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Student Notes:
SMARTEAM Fundamentals
Development Phase (1/2)
The Development Phase targets the following activities:
Design of the Product
Defining and engineering modules
Identifying critical parts and new parts
Creating an engineering BOM
Approval process for the design
Prepare the Product for manufacturing
Defining how the Product is going to be built
Tooling / Finishing of the Product
Creating a manufacturing BOM
Prototyping the Product
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SMARTEAM will help you to capture knowledge acquired during the Development Phase.
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Student Notes:
SMARTEAM Fundamentals
Development Phase (2/2)
Starting from either a ‘phantom’ BOM with documents to be related, or starting from an
engineering BOM towards a BOM with related documents.
Process of engineering and preparing for manufacturing is a concurrent process, even
for the development of modules in the Product.
In order to support you in these processes, SMARTEAM offers several useful features:
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Versioning (no major revisions are used in this phase)
Communication support – through workflow or mail
Notifications
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Student Notes:
SMARTEAM Fundamentals
Qualify Phase
Activities in the Qualify Phase:
Test the prototype
Validate the prototype based on specifications, requirements and standards
Define packaging of the product
Variants
Region-specific offerings
Spare parts / maintenance options
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SMARTEAM will help you to organize and find previously saved information of the Product
you are working on during the Qualify Phase.
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Student Notes:
SMARTEAM Fundamentals
Launch Phase
The Launch Phase would typically involve:
Bringing the Product to the field
Documentation
Enable manufacturing
Global / Regional
Manage suppliers
Serialization / Batch-Serial ID
Sharing information with the ERP system
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SMARTEAM lets you include additional information for the Product during the Launch Phase.
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Student Notes:
SMARTEAM Fundamentals
Support Phase
Support Phase requires:
Maintaining the Product in the field
Manage as-built situation
Handle service requests
Manage ECR/defects
Upgrade products
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SMARTEAM will help you during the Support Phase, since information and changes will be
stored related to the Product and can be easily found.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Consistent Set of Business Solutions using SMARTEAM
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A consistent set implies that the system manages information that can be shared
between applications and people.
The following types of information are managed in a PLM environment
Projects
Documents
Parts
Products
CAD1
Contacts
Users - resources
CAD2
Flow Processes:
Bidding Process
Release Process
New Part Approval Process
New Product Introduction Process
Engineering Change Request
Engineering Change Order
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ERP3
ERP 2
PM
ERP1
CRM
SMARTEAM Fundamentals
SMARTEAM Universe
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Highlighted below is the positioning of SMARTEAM - Editor in the SMARTEAM Universe.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Terminology in SMARTEAM
You will learn the definitions of the various objects handled in the default
SMARTEAM database.
SMARTEAM
Projects
Contacts
Documents
Parts
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ECR, ECO
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Bill of Material
SMARTEAM Fundamentals
Student Notes:
Projects
A Project is an activity that has a certain lifetime and brings deliverables generated by
resources. It might also be the delivery for a Product.
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A Project can be decomposed into smaller projects
In a company that provides products to the market, the Project is often an R&D Project used
for innovation of a Product (range)
Information storage is often project-based, therefore the vault can be related to the Project
Details pertinent to each
SMARTEAM object are well
captured in the Profile Card.
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Profile Card for Project
SMARTEAM Fundamentals
Student Notes:
Documents
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Documents usually have a lifecycle (revision)
Documents usually have a relation to a file
Documents have a predefined lifecycle
3D CAD files are handled as documents inside SMARTEAM
Specifications and 3D CAD models and parts are definition data
Drawings, memos, reports are associated data for a product
Document structures can be used to define a product
The document structure could represent the digital mockup
Profile Card for Document
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Profile Card for CATIA Part
SMARTEAM Fundamentals
Parts
Parts are the physical representation
Parts have their own lifecycle independent from documents
Parts are either managed by revision or by effectivity – or both
Parts can be classified into families
Parts are the objects used to communicate with an ERP system
Many engineering-only companies consider a part equal to the 3D CAD part
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When SMARTEAM is used as a PLM system with
the documents linked to the parts inside SMARTEAM
all the information is available within one system.
In case SMARTEAM is used as a document management system related to an ERP system – where the
part definition is in the ERP system only - the user needs to search in two systems to get the full
information around a product which is harder to handle by a user. This will slow down innovation.
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Student Notes:
SMARTEAM Fundamentals
Bill of Material
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There can be several types of BOM’s in a system
The most used are:
Engineering BOM
This structure is usually based on the design (3D CAD Structure) and represents the
view of the engineer on the product. In SMARTEAM, the engineering BOM is often
stored in the Documents class
Manufacturing BOM
Usually this structure is meant when talking about the BOM. The structure
represents the product with its options as it is going to be manufactured
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Student Notes:
SMARTEAM Fundamentals
Contacts
Contacts – Manufacturers, Vendors, Customers
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Manufacturers, Vendors and Customers are all contacts related to product data
The source is often managed in an ERP or CRM system
Manufacturers and Vendors are used for the qualification process related to their
products (part information, contracts, etc.)
Customer information is used in order to store date related to a customer (quotation,
correspondence, contracts, etc.)
Profile Card for Contacts
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Student Notes:
SMARTEAM Fundamentals
Workflow Process
Integrating people, processes, business systems and information…
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Workflow processes allow people to execute repeatable, measurable processes
Integration of workflow with collaboration tools allows people to share data and update
each other with accurate information
Known processes are:
Bidding Process
Release Process
New Part Approval process
New Product Introduction process
Engineering Change Request
Engineering Change Order
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Bidding Process
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Flowchart for Bidding Process
Starts with an RFQ (Request for Quotation) from a prospect
Company needs to come with a proposal within a limited time, managing delivery time, quality,
costs and risk
Focus on:
understanding and capturing the customer requirements
Trying to reuse as much as possible known designs to reduce the risk and lower the price
To invest as effective as possible in engineering the solution, due to the fact that only a
certain percentage of answered bids are successful
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SMARTEAM Fundamentals
Release Process (1/3)
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The release process goes through several stages:
Approved by engineering
Approved for prototype
Approved for manufacturing
Purpose of the release process is to have a fully defined BOM with approved and
released related defining documentation
Quality systems compliancy requires measurable and traceable release processes
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Student Notes:
SMARTEAM Fundamentals
Release Process (2/3)
New Part Approval Process
Companies wants to avoid unlimited new parts due to:
Handling costs – administration, communication with possible suppliers, manage
quality process
New risks or time delay
Less power to negotiate
Component Engineer / Standardization Board are the main bodies to evaluate the
process
New Product Introduction Process
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High level process that covers all the activities around the
development of a product, covering all the PLM phases from
Concept to After Sales/Support
Coordinates all stages and disciplines
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Student Notes:
SMARTEAM Fundamentals
Release Process (3/3)
Engineering Change Request (ECR)
Can come from anywhere in the organization or field after the product has passed its
engineering stage
ECR needs to be analyzed for its impact
Might lead to an immediate change in the product (ECO) or later implementation (RFE)
Not always managed in a company as a process, but stored to be reviewed when a
change is planned for the product
Engineering Change Order (ECO)
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The process of executing a change on an existing product
In many companies it is a combination of the ECR process
ECO processes can be nested
The result of the ECO process is a new product or a new revision of the product, based
on company rules
Often FFF (Form, Fit, Function) is used to define if a revision or new release is needed
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Student Notes:
SMARTEAM Fundamentals
To Sum Up
SMARTEAM is able to store for you all the information around a product
generated during its entire lifecycle
This information can be project information, documents, bill of materials,
suppliers and more
Integrations allow you to store data in SMARTEAM working directly from your
application
SMARTEAM features like versioning, status information and notification allow
you to quickly access the correct version and know which actions to perform
Workflow processes standardize the company’s business processes, making
them traceable and repeatable, so improvements can be quantified
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SMARTEAM is a secure environment where all product lifecycle data is managed
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Student Notes:
SMARTEAM Fundamentals
Getting Started with SMARTEAM - Editor
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You will learn about the general concepts in SMARTEAM - Editor and get
familiar with its user interface.
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Student Notes:
SMARTEAM Fundamentals
What is SMARTEAM - Editor
SMARTEAM - Editor is a revolutionary, rapidly implementable Product Lifecycle Management
(PLM) solution
SMARTEAM - Editor enables you to rapidly build a data model that is:
Well-structured
Highly visual
Fully customizable
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Customization is done using some graphical and user-friendly
wizards
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Student Notes:
SMARTEAM Fundamentals
How SMARTEAM - Editor Can Help You
SMARTEAM - Editor allows you to:
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Organize storage and access of data
Facilitate flow of documents throughout the organization
Support concurrent engineering development
Manage the lifecycle of the stored objects
Reduce costs due to errors at every stage of development
Enable greater control and security over data through the use of
revision mechanism and electronic vaults
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Student Notes:
SMARTEAM Fundamentals
SMARTEAM - Editor Features
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Visual hierarchical representation of the Product Structure
Embedded viewer for browsing files in their native formats without the need for external
applications
Comprehensive search tools
Seamless integration with Microsoft Word®, Microsoft Excel®, SMARTEAM - SolidWorks
Integration, SMARTEAM - CATIA V5 Integration, AutoCAD® and more
Enhanced integration and customization tools
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Office Integration
From Office applications, Excel spreadsheets and Word documents can be easily saved into
SMARTEAM thanks to the SMARTEAM toolbar and menu provided within these applications.
Therefore, when these toolbars are displayed, you can:
Save documents directly into the database
Manage the document lifecycle
Search for documents
Define mappings between information in the document and SMARTEAM attributes
Use the SMARTEAM Files Explorer (to manage all local documents)
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SMARTEAM Toolbar
Microsoft Word®
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SMARTEAM dropdown menu
Microsoft Excel®
SMARTEAM Fundamentals
Student Notes:
Classes and Sub-Classes (1/2)
The data structure in SMARTEAM - Editor is organized around Classes and Sub-Classes,
displayed in tree links
Super Class
Abstract Class
Leaf Class
Image
CAD Files
Document
Folder
Documents
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Project
Snapshot of Class Browser in
the ‘Search by Attribute’ panel
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Projects
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Ab
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SMARTEAM Fundamentals
Classes and Sub-Classes (2/2)
This snapshot is an example of the Document Breakdown Structure.
Super Classes allows you to organize information into generic categories.
Super Class
A Super Class is the topmost
class in any branch of a class tree.
Leaf Class
Leaf Class
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Leaf Class
All objects created in SMARTEAM
are instances of Leaf Classes. Here
each node of the tree is an instance
of a Leaf Class.
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Student Notes:
SMARTEAM Fundamentals
Super Class Documents
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Here it is the complete Document Breakdown Structure delivered with the sample database.
This is an illustration of how a Super Class contains Leaf Classes and Abstract Classes.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Tree Links
In SMARTEAM - Editor all the data is organized into separate groups of information (Super
Classes) with a rich link structure definition.
The Tree Links describe parent-child relationships and are seen only within a Super Class.
Attributes such as Quantity and Effectivity Dates can be defined on the Tree Links. The
Effectivity Date can be used to filter the tree, in order to see the tree on a specific date (see
tree properties).
Quantity = 4
Engine
Quantity = 32
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Turbine
Blades
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Fuel Pump
SMARTEAM Fundamentals
Student Notes:
Links Combination
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Projects
Legend:
Allowed link
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m
cu
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ts
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M
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Lead Class
C
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p
Su
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la
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Through this example, you can see the link definition from a sample database
Between objects within the same Super Class you can create a hierarchical link, a CAD link
and a general link
Between objects created from different Super Classes you can create only a general link
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Student Notes:
Linking Information
SMARTEAM - Editor enables you to create various types of links between objects:
Tree Links (Hierarchical)
General (Associative) Links
CAD Integration specific links
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CATIA Links
Tree or Hierarchical Links
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General Links
SMARTEAM Fundamentals
Student Notes:
General Links
SMARTEAM - Editor enables you to create general (associative) links between two related
objects.
The general links are displayed either in the links tab or in a specific views. They can be
created by the user according to his/her authorization.
Jigsaw Design Document
Price List
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Jigsaw Assembly
For instance, you can create a general link between a part and
a document representing its price list.
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SMARTEAM Fundamentals
Student Notes:
CAD Integration Links
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SMARTEAM Integrations automatically generate the CAD document structure during the save
operations. It is not recommended for the user to modify a CAD structure manually without
using the right CAD Integration.
SMARTEAM exposes the relationships behind CAD entities such as parent-child link or
dependencies, contextual link, drawings, etc.
This panel appears from
Tree Properties
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Through this panel, you can define which links
will be displayed in the Documents tree. You can
see AutoCAD, Inventor, Solid Edge, SolidWorks,
CATIA, MicroStation and Pro/ENGINEER links.
CAD Integration mechanisms
available in SMARTEAM
SMARTEAM Fundamentals
Student Notes:
SMARTEAM - Editor Interface
Menu Bar
Page Tabs
Profile Card
Toolbars
Browser
Toolbar
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Tree
Browser
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Attribute Name
Attribute Value
SMARTEAM Fundamentals
Student Notes:
Object Trees
Each icon in a tree represents a Class. These icons help you to identify the information they
represent. The first icon represents the lifecycle state of the object, and the second represents
the class’ file type. Branches in each tree can be expanded or collapsed, as in Windows
Explorer. You can link objects by dragging and dropping them to a new location.
Documents view displays
from Project A
Documents view displays
from Project B
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Class’ file type icon
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Drag and drop
object to new
location. Click on
OK to confirm.
Lifecycle state icon
SMARTEAM Fundamentals
How to Modify the Tree Properties (1/2)
The information that is desired to be viewed, and the format in which it is needed to be
viewed can be obtained by modifying the tree properties.
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1
From the Tree Menu in the
SMARTEAM Projects window,
select Tree Properties
OR
Right-click on any Project in the Tree
Browser, and select Tree Properties from
the contextual menu.
You can modify the properties of the tree for any Super Class in the Tree Properties panel.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
How to Modify the Tree Properties (2/2)
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2
3
Select the attributes you want to display and click Add.
The attributes available
for selection are listed in
the Non-Visible section.
The selected attributes
are listed under the
Visible section.
You can use a Field
Separator like “ / ”,
“ – ” or “ | ”.
You can also change
the order of the
attributes by clicking
on Move Up or Move
Down.
Click OK to display the selected attributes in the tree.
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SMARTEAM Fundamentals
Time to Practice
You are now able to practice what you have learned with the Launching
SMARTEAM - Editor Recap Exercise.
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EDU-SMT-E-SFL-FX-V5R14 book
Launching SMARTEAM - Editor
Recap Exercise
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Student Notes:
SMARTEAM Fundamentals
Managing a Project
This lesson will cover the following topics:
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Adding Information
Viewing Details
Linking Information
Manipulating Information
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Student Notes:
SMARTEAM Fundamentals
Adding Information
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You will discover how to add and organize information in SMARTEAM.
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Student Notes:
SMARTEAM Fundamentals
About Adding information
When you create a new object, a Profile Card is displayed. Each Profile Card shows detailed
information of the object’s so called attributes. The ID attribute in the Profile Card represents
the unique identifier for the object. By default, the background of the mandatory attribute is
yellow and the name is in blue. SMARTEAM automatically completes certain attributes.
For each type of information, SMARTEAM allows you to create the relevant information.
For example, in the Parts Super Class, you can add:
Standards Parts
Component
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Temporary Part
By default, CAD Documents, Text Documents, Images and Web Documents are stored
under the Documents Class.
During the profile card creation you may
have to point to a file representing it.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Viewing Attached Classes with Relative Browser
The Browser enables you to visualize linked information in a related class.
In one click, this function returns a tree view of the linked information present on the desktop
of the chosen Super Class. In the title bar of the new window, the name of the selected relation
is displayed.
For example, in the sample database, you can follow this scenario:
From the Parts class view, you can
get the linked Documents
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Parts
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Documents
From the Parts class view, you can
get the linked Materials
Parts class view
Parts
Materials
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Student Notes:
How to Create a Project (1/2)
A project is the Lead Class in the sample database, from there you can access related
information, like:
Documents
Parts
Materials
Launch SMARTEAM and
login as the user ‘joe’
(password not required).
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2
Right-click on the Projects Tree and
select Add > Project.
SMARTEAM Fundamentals
Student Notes:
How to Create a Project (2/2)
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3
Enter a name for the Project in the Description field
and click OK.
You can also fill in any other relevant information
while creating the new Project.
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The Project is created and
displayed in the Project Tree.
SMARTEAM Fundamentals
Creating Additional information
When adding information to SMARTEAM, there are two types of data that can be added:
Metadata (or attributes) describing the object that is displayed in the profile card
(note that each object has metadata)
Data which is the file representing the object
You add information regarding the file (file name and directory)
The file remains in its original location until a lifecycle operation is performed
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When adding information to a tree:
You can select only those types of information that are allowed as a child of the selected
object in the data model definition
Information that need to be stored on the link between the parent and the child can be
entered in the composition tab
- The Metadata is stored in the database, whereas Data is stored in the Vaults.
- It is recommended that you do not touch the composition attributes for a CAD structure without
using the CAD Integration.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
How to Add Information (1/4)
In order to add information you need to start from the Projects window. SMARTEAM
is launched and a connection is made to the database with ‘joe’ as the user name
(password not required).
1
Select the Project from the Projects Tree to which
you want to add information.
2
Click on the Documents Icon
in the Browser toolbar.
OR
From the View menu, select
Browser > Documents.
Documents tree view is displayed. Right-click on
the Documents root in the tree.
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From the contextual menu, choose
Add > Folder.
SMARTEAM Fundamentals
Student Notes:
How to Add Information (2/4)
Now, you are ready to define the Profile Card of the new folder. Enter the
required Description and click OK.
6
A dialog box appears asking you if you want to place
the folder on the SMARTEAM desktop. Click Yes.
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The folder is displayed in the Documents
tree. On the left of the tree, you can see
the Desktop icon next to the new folder.
SMARTEAM Fundamentals
How to Add Information (3/4)
Right-click on the new folder and choose Add > Document from the contextual menu.
9
Define the Profile Card of the new Document. Enter the required Description and click
the Details sub-page tab.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
How to Add Information (4/4)
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a) Select the File Type from the dropdown list.
b) Choose the file to attach by clicking the tree icon at the end of the File Name field.
c) The Directory field is completed automatically. It displays the location of the selected file.
d) Click OK to create the document.
A dialog box
appears asking you
if you want to link
the new document
to the selected
folder. Click Yes.
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The document is displayed under
the folder in ‘New’ state.
SMARTEAM Fundamentals
Viewing Details
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You will discover how to visualize information of a document using the various
tabs.
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Student Notes:
SMARTEAM Fundamentals
About Viewing Details
SMARTEAM - Editor enables you to view and edit information about the selected object in a
tree (such as a file, folder, document, drawing, and so on), through a set of pages located on
the right side of the window.
SMARTEAM - Editor also enables you to change the displayed view of a page by modifying
its properties.
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When an object is selected, you can open the following page types by clicking the tabs
provided on top of the right-hand side pane:
Profile Card
Links
Notes
Revision
Viewer
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Viewing Profile Cards (1/2)
The Profile Card page describes the general properties of the selected object.
Each Profile Card may have tabs at the bottom of the window to open sub-pages of properties
describing the selected object.
When you open a tree browser, the Profile Card is automatically displayed for the selected
object.
Profile Card Tab
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The following fields are
automatically filled by
SMARTEAM - Editor:
- ID
- Revision
- State
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General Tab
SMARTEAM Fundamentals
Student Notes:
Viewing Profile Cards (2/2)
Details sub-page can be accessed by simply clicking on Details tab at the bottom.
In this sub-page, you can see information pertaining to the attached file.
Profile Card Tab
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On this page, you have
information about the
attached file:
- File type
- File name
- Directory
Details Tab
The User Info section defines details pertinent to the user who is logged in and currently
working on the document.
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SMARTEAM Fundamentals
Student Notes:
Viewing Links
The Links page enables you to view the linked objects. This page is accessed by clicking the
Links tab of the object in the tree; the linked objects appear in sub-pages.
Links Tab
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Displays the
associated
Part(s)
Parts Tab
These links are organized according to the destination’s class:
Project, Document, Part, etc.
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Hierarchical Links
SMARTEAM Fundamentals
Student Notes:
How to View Notes
The Notes page enables you to view previously entered notes, and enter a textual
description about the selected object.
Notes added during the lifecycle operations are also displayed here.
The Notes page is divided into two panes. The top pane displays a list of notes and the
bottom pane displays the content of the selected note.
1
Select the document for which
you want to view the notes.
2
Click the Notes tab and select the
note from the displayed list.
Notes List
Upper Pane
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Lower Pane
3
The selected Note’s content is
displayed in the lower pane.
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SMARTEAM Fundamentals
Student Notes:
How to Filter Notes
The Notes Query window enables you to filter and display only those notes which meet
the defined criteria. You can filter the notes based on User Login, Date, Latest Notes, and
also choose to display all revisions that match the filter criteria.
Select a document from the Documents
Tree, and then click the Notes tab.
2
Right-click in the Upper Pane as shown and
select Filter from the contextual menu.
3
The Notes Query dialog box is displayed.
Define the filter values and click OK.
4
Only the notes that qualify as per the
set filter criteria are displayed.
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SMARTEAM Fundamentals
Student Notes:
Viewing Revisions
The Revision page enables you to view the lifecycle history of the selected object.
The Lifecycle State is indicated by an icon displayed in front of each object.
You can also find the revision number in the Grid displaying the revisions, as shown below.
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Revision Tab
Lifecycle State icon
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The selected object’s revisions are displayed
SMARTEAM Fundamentals
Student Notes:
Viewing Files in the Viewer Page
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In the Viewer page, you can quickly view an object’s file as it appears in an external application,
without actually launching that application.
Through the integrated viewer, you can:
View CAD documents (2D and 3D), Office Documents and raster file formats
Zoom, Rotate or Pan the Geometry
The Document is opened in
Add redlines such as lines, arrows, text and shapes
Viewer Tab
the adapted viewer
Use layers capabilities
Measure
Print
Example: SOLIDWORKS Document
Example: CATIA Document
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SMARTEAM Fundamentals
How to Customize the Page Properties (1/2)
Each page in SMARTEAM - Editor contains Headers and Values
Headers are the list titles displayed at the top of the page
Values are the data displayed in the lists for a specific object
SMARTEAM - Editor enables you to determine the display of Headers and Values on any page,
including:
Which attributes to display
Order of appearance
Style
Select any document and click the Links tab.
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Right-click in the Links page as shown and
select Grid Properties from the contextual menu.
Student Notes:
SMARTEAM Fundamentals
How to Customize the Page Properties (2/2)
3
The Grid Property dialog box
is displayed.
Select the attribute from the
Non Visible list, that you want
to add to the Visible list.
Click ‘Add >’ and then close
the dialog box.
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The attribute is added as a new
column in the displayed list.
Student Notes:
SMARTEAM Fundamentals
Linking Information
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You will learn how to create and visualize linked information in SMARTEAM Editor.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
About Linking Objects
SMARTEAM - Editor enables you to link objects together regardless of their respective
locations in tree links and regardless of their types.
The example below displays the various parts in the Trek Bike project, which are linked to the
selected document in the project.
Trek Bike Document
Links Tab
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General Link
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Tabs Scroll Arrows
SMARTEAM Fundamentals
Student Notes:
How to Create General Links (1/3)
Objects can be linked to one another with ease. Illustrated below is the creation of a
link between a standard part and the material object.
To begin with, you need to open separate windows for Documents and Materials for
Project-0056 Trek Bike.
1
In the Documents window for the Product Trek_bike_R10SP2, select CATPRD-0051 handlebar.
Using the contextual menu, select Associated Objects > General Links > All Parts.
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The Part PN B-100-1600
handlebar is displayed in
the tree as shown.
2
Using SMARTEAM Search Editor, query for ‘Materials’.
The search returns a list of materials as shown.
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SMARTEAM Fundamentals
Student Notes:
How to Create General Links (2/3)
3
Arrange the Documents and
Materials windows as shown
using Window >Tile Horizontally.
4
In the Documents window, select the
Part PN B-100-1600 handlebar and
switch to Links tab.
Next, select the Materials sub-page tab.
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In the Materials
window, select the
material to be linked
to the Part, and dragand-drop it into the
Documents window.
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SMARTEAM Fundamentals
How to Create General Links (3/3)
6
A dialog box displays for validating
the creation of the general link.
Click Yes to accept the link.
7
The link between the
selected Part and
Material is created.
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It is displayed in the
Links, Materials subtab as shown.
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Student Notes:
SMARTEAM Fundamentals
How to Copy Links (1/2)
The Copy Links feature enables you to copy one or more links belonging to an object
in the database to another object.
1
From the Edit menu choose Copy Links.
The Copy Links panel displays.
As per your requirement, drag-and-drop the
documents into the ‘From’ and ‘To’ fields in
the Copy Links panel.
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Select the document(s) to be copied.
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Student Notes:
SMARTEAM Fundamentals
How to Copy Links (2/2)
The source and the destination objects are displayed in the Copy Links panel.
3
Click on the Parts sub-page tab to
visualize the links of the source object.
Select the link to be copied and click OK
to confirm the copy operation.
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4
Go to the destination object’s
Links tab and select the Parts
sub-page tab to check if the
link was copied successfully.
A common mistake is to not select any link in the Copy Links panel and assume that the displayed links will
be copied over. In such case SMARTEAM will display an error message.
You can select or de-select more than one link by holding down the CTRL key while clicking on the links.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Accessing Linked Objects
When you select a View option from the Links page of an object, the links are listed using
the selected format.
In addition to viewing each linked object, you can also add, update, delete or edit the
objects.
Linked object’s options
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Available View
options
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SMARTEAM Fundamentals
Manipulating Information
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You will learn how to update, edit and delete information.
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Student Notes:
SMARTEAM Fundamentals
About Handling Information
Information, describing an existing object can be updated in the Profile Card.
Additionally, SMARTEAM - Editor enables deleting an object, as well as editing an object’s file
with the external application.
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Profile Card of a selected Object
Profile Card State
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
How to Update a Profile Card
When you update a Profile Card, the metadata of the object is modified.
The file remains attached and unchanged.
Select the document in the
Documents tree.
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Right-click and select the Update
option from the contextual menu.
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Student Notes:
How to Edit an Object’s File
SMARTEAM - Editor enables an object’s file to be edited using the external application
in which it was created.
For example, a file representing a CAD drawing can be launched in the CAD application
(subject to setup by the System Administrator).
1
Right-click on the selected document, and
choose ‘File Operation > Open For…’ from
the contextual menu.
2
The Open Document dialog box
displays. Choose ‘Open for edit’
option to edit the document.
The available options are:
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Open as read-only: The file is copied from the vault to
the working directory and is opened using the Edit
tool setup.
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Open for edit: After a Check Out operation, the file is
opened using the Edit application tool.
View temporary copy: The file is copied to the
temporary Directory, and is opened as read-only using
the View application tool (no editing or referencing
can be done).
SMARTEAM Fundamentals
Student Notes:
How to Delete an Object
If authorized a user can delete an object or a relation between objects:
You can delete an object from the SMARTEAM database (mainly used for the
‘New’ state or objects that the user owns)
You can delete a relation in the Tree Browser or Grid:
Tree links will be broken, but the object remains in the SMARTEAM database
An object can still be located through search after its tree link has been
deleted
Select the document in the
Documents tree.
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Right-click and select the Delete > Delete option
from the contextual menu.
SMARTEAM Fundamentals
How to Remove an Object from Desktop
If you remove an object from SMARTEAM Desktop, it will not be visible any more in
the Tree Browser at the top level.
However, the object will preserve its Hierarchical links (go to the ‘Links’ page >
‘Where Used’ sub-page to check the Hierarchical link).
1
Select the document in the
Documents tree.
2
Right-click and select the Delete > Remove from Desktop
option from the contextual menu.
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SMARTEAM
Desktop icon
displayed in the
Documents tree
Press the ‘F5’ key to refresh the Tree Browser and see the change when an object is removed
from the desktop.
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Student Notes:
SMARTEAM Fundamentals
Time to Practice
You are now able to practice what you have learned with the Adding a Project
Recap Exercise.
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EDU-SMT-E-SFL-FX-V5R14 book
Adding a Project Recap Exercise
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Student Notes:
SMARTEAM Fundamentals
Searching SMARTEAM Information
This lesson covers the various Search functionalities available within
SMARTEAM - Editor.
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Introduction to Searching Information
Creating a Search
Using a Search
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Student Notes:
SMARTEAM Fundamentals
Introduction to Searching Information
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At the end of this chapter you will be able to retrieve any kind of information
which is stored in the SMARTEAM database.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
About Searching Information
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SMARTEAM - Editor allows you to search for information by using different methods.
Using the following tools, you can search objects with great precision:
Search by Example
Search by Attribute
Search Editor
Find in Tree
Search by Example
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Search by Attribute
Search Editor
Find in Tree
SMARTEAM Fundamentals
Student Notes:
Discovering Search Tools
Find Object: Opens the ‘Search Editor’ window where you can view and modify predefined
searches.
Find Object by Attribute: Opens the ‘Search by Attribute’ window where you can create a
new search by selecting a class and entering the search criteria for it.
Find Object by Example: Opens the ‘Search by Example’ window where you can perform
advanced search using one or more classes, based on the attributes in these classes, as
well as the attributes in the relationship (link) between these classes.
Find Text: Displays the ‘Find in Tree’ dialog box where you can enter the text to be searched
in the selected Tree.
Search icons
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Standard Toolbar
Find Object
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Find Object by
Attribute
Find Object by
Example
Find Text
SMARTEAM Fundamentals
Student Notes:
Public Vs Private Search
Public Search
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Defined or deleted by System Administrator only
Can be run by all users via the Search Results
window
Can be modified by a user and saved as a Private
search
Private Search
Defined by System Administrator or user
Only available to the user who defines the
search
Can be run by the user via the Search
Results window
Private Search created
by Designer User
Public Search defined
by the Administrator
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SMARTEAM Fundamentals
Creating a Search
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You will learn how to create the different types of searches.
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Student Notes:
SMARTEAM Fundamentals
Creating a Search By Attribute
This option enables you to create a search from a selected class.
You must define the search criteria by entering search information in the attribute fields:
Displaying Search by Attribute Window
Defining the Search Options and Properties
Specifying the Fields to Display
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‘Find Object by
Attribute’ icon
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‘Search by Attribute’ window
Student Notes:
SMARTEAM Fundamentals
Student Notes:
How to Display a Search by Attribute Window
‘Display a Search by Attribute’ helps you create a search from a selected class.
In the SMARTEAM - Editor window:
Click on the ‘Find
Object by Attribute’
icon in the
Standard Toolbar.
1
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2
OR
The ‘Search by Attribute’
window displays. You
are now ready to define
the attribute values.
Browse the tree to reach
the specific Class type
needed for your search.
For example, the view
for Document search
attributes is as shown
here.
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1a
Using the Edit menu, select
the Find Object option from
the list.
1b
The Search Editor window
displays. Select Add >
Search By Attribute.
SMARTEAM Fundamentals
Defining the Search Options and Search Properties
Specify Search Options:
Match case
Retrieve only last public revisions
Make search public to all users (only Sys Admin)
Specify Search Properties:
Enclose strings in quotation marks (“string”)
Logical operation between non-empty fields is always AND
Conditional operators: | (or), & (and), > (greater than), and so on.
If no operator is specified, = (equal to) is assumed
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Wildcard characters (*) are allowed in strings
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Student Notes:
SMARTEAM Fundamentals
Defining Search Attributes (1/2)
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SMARTEAM - Editor enables you to enter more than one value within a field to specify values
that will be included in a search result.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Defining Search Attributes (2/2)
The following table describes the search attributes:
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Attributes
Description
Example
=
Equal to
=10 or =new
..
Specifies a range
12..65 (ranging from 12 to 65)
<
Less than
<32 (less than 32)
<=
Less than or equal to
<=32 (less than or equal to 32)
>
Greater than
>22 (greater than 22)
>=
Greater than or equal to
>=22 (greater than or equal to 22)
<>
Not equal to
<>34 (not equal to 34)
!
Not equal to
!new (not equal to new)
&
AND – specifies that the search
must meet both requirements for
this field.
>34&<>45 (greater than 34 and not equal
to 45)
|
OR – specifies that the search
must meet one of the
requirements for this field.
1..6|12..18 (ranging from 1 to 6 or from
12 to 18)
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SMARTEAM Fundamentals
How to Specify Attribute to be Displayed (1/2)
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You can create a search form a selected class. The search criteria is defined by
entering search information in the attributes field.
1
Select the adapted Class in
the Class Browser.
2
Click on the Details sub-page.
3
Select the adapted File Type
from the dropdown list.
4
Click on Attributes button to add another
column in the result search.
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Student Notes:
SMARTEAM Fundamentals
How to Specify Attribute to be Displayed (2/2)
Select ‘State’ from the Available Attributes list and click ‘Add >’ to include it in
the Selected Attributes list. Click OK.
6
You automatically return back to
the ‘Search by Attribute’ window.
Check the option to make the
search public and click Run to
execute the search.
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The CATIA Product
search results window is
displayed.
The included ‘State’
attribute information is
displayed in a separate
column.
Student Notes:
SMARTEAM Fundamentals
Creating a Search By Example
This option enables you to create an advanced search across one or two classes, based on
the attributes in these classes as well as the attributes in the relationship (hierarchical and
general links) between these classes.
You must choose classes, select attributes and define the search criteria:
Displaying the ‘Search by Example’ window
Selecting the Classes
Selecting the Attributes and defining the Search Conditions
Search Options
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‘Find Object by
Example’ icon
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‘Search by Example’ window
Student Notes:
SMARTEAM Fundamentals
How to Search by Example (1/6)
‘Search by Example’ gives you advanced search options across classes.
In the SMARTEAM - Editor window:
1
Click on the ‘Find Object by Example’
icon in the Standard Toolbar.
OR
Using the Edit menu, select the
Find Object option from the list.
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1a
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1b
The Search Editor window displays.
Select Add > Search By Example.
Student Notes:
SMARTEAM Fundamentals
How to Search by Example (2/6)
The ‘Search by Example’ window is displayed. Select the ‘Project’ class in the Class
Browser, and drag and drop it into the Participating Classes area as shown.
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Student Notes:
SMARTEAM Fundamentals
How to Search by Example (3/6)
The attributes of ‘Project’ class are listed in a box in the Participating Classes area.
Similarly, drag and drop the ‘CATIA Product’ class into the Participating Classes area.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
How to Search by Example (4/6)
Attributes of both the classes are displayed under separate lists in the Participating
Classes area. The ‘Relation’ link between the these two classes is added automatically.
4
Double-click on the ‘Description’ attribute under Project to add it to the search criteria list below.
Attributes of
the ‘Relation’
link between
the classes.
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SMARTEAM Fundamentals
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How to Search by Example (5/6)
5
Similarly, add ‘Link State’ and ‘Description’, from the Relation and CATIA Product classes
respectively, to the search criteria list.
6
Enter the search criteria in the ‘Condition’ row as shown and click Run.
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Student Notes:
SMARTEAM Fundamentals
How to Search by Example (6/6)
The search result appears in a new window.
The link(s) attached to the query result is displayed.
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Student Notes:
SMARTEAM Fundamentals
Using a Search
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You will learn how to reuse a search.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
About Using a Search
SMARTEAM - Editor allows you to retrieve an existing Search. Through the Search Editor
panel, you can run pre-defined searches. Another mechanism enables you to find specific text
within a displayed Tree Browser.
In Search Result window, the system enables you to view the result as charts. This option
facilitates the visualization of comparisons, patterns and trends in data.
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Find Text in Tree
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Search Editor
Grid Results Chart
SMARTEAM Fundamentals
Student Notes:
How to Run an Existing Search
SMARTEAM - Editor enables you to run a previously-defined Public search or a
user's own Private search to locate the objects that meet the search criteria.
Click on the Find Object
icon in the Standard
toolbar.
2
From the resulting Search Editor window,
select the predefined search ‘CATIA Products’
and click Run to execute the search.
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OR
1a
Select Find Object from
the Edit menu.
3
The search result is displayed in a new
window.
SMARTEAM Fundamentals
Viewing Search Results in a Grid
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In the Search Results window you can:
Add, delete or update objects
Edit or view the file related to the selected object
View charts that analyze the results of the search
Drag one or more objects from the displayed window to a different window in order to create
an associative link
CATIA Products search results window
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Viewing Search Results in a Chart
In the Chart Results view you can:
View graphs that help you to analyze the search results based on a selected ‘Criteria’
Sort the results by different categories
Narrow down the search results by double-clicking on any of the bars displayed in the Chart
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Double-click to
narrow down
on the search
results
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SMARTEAM Fundamentals
Student Notes:
How to Find Text in a Tree Browser
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SMARTEAM - Editor enables you to find text within a displayed Tree Browser.
1
Click on the Find Text
icon in the Standard
Toolbar.
2
Enter the search keyword in ‘Find what’ field,
and click Find Next to execute the search.
OR
1a
Select the Find Text option
from the Edit menu.
3
The search result is highlighted in the
Tree Browser.
You should select the root ‘Projects Tree’ in order to search the entire tree from the top. If the highlighted
result is not what you are looking for, you can keep clicking the Find Next button till the required result is
displayed or the search reaches the end of the Tree Browser.
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SMARTEAM Fundamentals
Time to Practice
You are now able to practice what you have learned with the Creating New
Search Recap Exercise.
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EDU-SMT-E-SFL-FX-V5R14 book
Creating New Search Recap Exercise
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Student Notes:
SMARTEAM Fundamentals
Managing Object Views
This lesson introduces you to the various viewing options available in
SMARTEAM - Editor.
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Displaying Views
Creating Views
Setting View Options
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Student Notes:
SMARTEAM Fundamentals
Displaying Views
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You will get familiar with the different views in SMARTEAM - Editor.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
About Views Types
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SMARTEAM - Editor enables you to display information in various formats called Views.
Views are derived from the selected object in the tree browser.
Each view provides a different graphic representation of the information and provides a
different functionality.
Custom views can be created as well.
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Select a Document,
right-click and select
Open Views to display
the types of views
available
SMARTEAM Fundamentals
Student Notes:
Top Down Tree View
The Top Down Tree view displays a tree browser as a hierarchical display of objects in
SMARTEAM - Editor for the selected object. This view is displayed by default when you first
launch SMARTEAM - Editor.
When you add a new object to SMARTEAM - Editor in this view, the object is placed in the tree
browser and linked as a child to the selected object.
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Top Down Tree View results window
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SMARTEAM Fundamentals
Student Notes:
Single Object View
The Single Object view is a mini-search based on object name that enables you to locate and
display one object at a time.
Single Object View results window
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Object ID
Navigation Tools
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SMARTEAM Fundamentals
Student Notes:
Where Used List
The Where Used List displays a list of all the different parents of an object, meaning all the
locations in a tree browser to which the selected object has been linked as a child (tree links).
When adding a new object in this view, the new object is automatically linked as a parent to the
object displayed in the title bar of the window. However, this is not the recommended way to
build dependencies. You should use the Top Down Tree to add children to an assembly.
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Where Used List results window
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SMARTEAM Fundamentals
Student Notes:
Composed of View
The Composed of View displays a list of all the different children of an object, meaning all the
objects that are linked as children to the selected object, in the tree browser (tree links).
When you add a new object to SMARTEAM - Editor in this view, the new object is automatically
linked to the head object as a child.
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Composed of View results window
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SMARTEAM Fundamentals
Student Notes:
Bottom Up View
Displays a hierarchical tree browser in which the parents of an object are linked beneath their
child using a tree link.
When adding a new object in this view, the object is placed in the tree browser and is linked as
a parent to the selected child. This also is not the recommended way to add a parent-child
relations.
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Bottom Up View results window
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SMARTEAM Fundamentals
General Links View (1/2)
SMARTEAM - Editor enables you to create general links for objects regardless of their
locations in hierarchical links. These links are provided in addition to hierarchical links that
link an object to its component or children.
To view objects of
Materials Super Class
linked to the selected
object:
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Right-click and select
Open Views >
General Links view >
Materials from the
contextual menu.
General links can be typically created between Parts and Materials classes.
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Student Notes:
SMARTEAM Fundamentals
General Links View (2/2)
The objects belonging to the Materials Super Class that are linked to the selected object are
displayed in a separate results window.
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General Links View results window
The title of the window provides details of the Object using which you have accessed the current
information. In this case, it indicates that the listed Materials are related to Component ‘PN-107-100’.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Revisions View
Displays all the different revisions of an object. You can update or delete an object in this view,
but you cannot add a new object in this view.
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Revisions View of the selected object
The Revisions View is equivalent to the Revision tab except that you can see the Profile Card
of the selected revision.
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SMARTEAM Fundamentals
Creating Views
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You will discover how to customize an object’s view.
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Student Notes:
SMARTEAM Fundamentals
About Creating Views
In addition to the views provided by SMARTEAM - Editor, you can define your own views in
most cases based on previously defined searches.
Any of these views can be selected as the default view when launching SMARTEAM - Editor.
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You can select the custom-defined views from the Views toolbar.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
How to Add a View
While handling an assignment, for the ease of working it is good to have some
customized views.
From the main menu bar,
select View > Define Views.
2
In the resulting View Maintenance dialog box,
click Add to display the View Data window.
3
Type in the View Name you want, and
make selections for View Type, Query
Name and Basic Class. Click OK.
4
Select an icon for the Viewer
Toolbar from the Icon Browser
dialog box and click OK.
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1
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SMARTEAM Fundamentals
Student Notes:
How to Modify a View
This option enables you to create a new view based on an existing view as you
work in SMARTEAM - Editor.
From the main menu bar,
select View > Define Views.
3
Type in the name and click Set Icon to
select an icon for the new view.
Click Save to create the new view.
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1
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2
Select the view that you wish to use to create the new
view, and click Modify (or right-click and select
Modify from the contextual menu).
SMARTEAM Fundamentals
Setting View Options
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You will discover how to define specific viewing options.
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Student Notes:
SMARTEAM Fundamentals
About Setting View Options
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The View Options window enables you to set specific view options, including:
Whether separate windows are opened for various views
The window size
Whether warning messages are generated when certain actions are carried out
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Student Notes:
SMARTEAM Fundamentals
How to Add a Defined View in the Toolbar View
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After having defined customized views, you can choose to display them in a toolbar.
1
From the main menu bar,
select View > Views Toolbar.
3
Click OK to close the dialog box.
The Views toolbar displays in
the SMARTEAM toolbar area.
You can also drag the toolbar
into the SMARTEAM window.
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2
In the resulting View Toolbar Maintenance dialog box,
select the Views you wish to include in the toolbar
and click “Add >”.
Student Notes:
SMARTEAM Fundamentals
Time to Practice
You are now able to practice what you have learned with the Creating a New
Object View Recap Exercise.
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EDU-SMT-E-SFL-FX-V5R14 book
Creating a New Object View
Recap Exercise
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Student Notes:
SMARTEAM Fundamentals
Viewing SMARTEAM Information
This lesson details the different types of file viewers available in SMARTEAM Editor.
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Cimmetry Viewer
eDrawings Viewer
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Student Notes:
SMARTEAM Fundamentals
Cimmetry Viewer
You will learn how to use the Cimmetry Viewer in SMARTEAM - Editor.
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Viewing 2D Information
Viewing 3D Information
Printing Information
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Student Notes:
SMARTEAM Fundamentals
Viewing 2D Information
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You will get familiar with zooming and viewing a 2D Information.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
About Viewing 2D Information
Display 2D drawings by clicking on the Viewer tab of the selected object
Functionality includes various zooming capabilities, viewing layers, viewing blocks, viewing
external references, rotation tools and flipping tools
Selecting the Redline icon displays an additional set of Redline toolbars
Redline icon
Viewer access
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2D Toolbar
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SMARTEAM Fundamentals
Student Notes:
How to Use the Zooming Tools
Through the 2D Viewer, you can use the advanced options such
as Birds Eye or Magnify Glass to zoom in on a 2D document.
The “Birds Eye” window appears.
2a
Click on “Birds Eye” icon
2b
Click on “Magnify
Glass” icon.
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1
Select 2D CAD
document in the tree.
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The “Magnify” window appears.
SMARTEAM Fundamentals
Student Notes:
How to Use the 2D Viewing Tools
Through the 2D Viewer, you can use the various options such as 3a
handling layers and blocks. That allows you to display geometry
Choose the Block in the
dropdown list.
2a
Click on Blocks icon
to select the required block.
4a
Click on OK to display
the selected Block.
2b
Click on Layers icon
to select the layers to display.
1 Select 2D CAD
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document in the
tree
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3b
4b
Check Status and Thawed
options in the list.
Click on OK to display
the selected Layers.
SMARTEAM Fundamentals
Student Notes:
Using Redlining Functionality
Redlines are lines, arrows, text and objects placed on a CAD drawing for descriptive
purposes, such as to specify changes
The actual drawing is not changed
Select the Redline icon to activate the redline options
Additional toolbars will be displayed
Functionality includes:
Multiple markup layers
Moving between layers
Color and shape changes
Adding callouts and notes
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Distance and area measurements
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Redline icon
SMARTEAM Fundamentals
Student Notes:
How to Use the 2D Redline Tools
A Redline file can contain multiple layers. You can create name and color layers
to organize redlining on the document as required.
1
2a
Select the Markup
entity.
Click on Layers icon
to manage all layers to
facilitate identification.
Markup Layers Window
2b
In the list, choose the
active layer and define the
color and the layer name.
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Move to Layer Window
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3
Click on the destination
Layer in the list.
SMARTEAM Fundamentals
Viewing 3D Information
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You will get familiar with zooming and viewing a 3D Information.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
About Viewing 3D Information
Display 3D files by selecting the Viewer tab of the selected object, displaying a new set of tools
which include:
Viewing and Zooming Tools
Measurement and Sectioning Tools
Viewer Tab
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3D Toolbar
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SMARTEAM Fundamentals
Student Notes:
How to Use the Render Mode Tools
Through the 3D Viewer, you can use the various options to zoom in geometry and
modify the display.
Zooming Tools
Render Mode tools
1
Click on Render Mode icon
to display the Render Mode
tools.
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Shaded Mode is
active.
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SMARTEAM Fundamentals
Student Notes:
How to Use the Sectioning Tools
Sectioning Tools enables you to view cross-sections and cut-throughs of the 3D drawing.
1
Click on Sectioning icon
to display the Define
Section window.
2
To display 3D Cut
Mode:
Select the required
axes to section
Select the required Cut
Options
Adjust Slider to select
how much to cut.
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Cut Mode is displayed.
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SMARTEAM Fundamentals
Printing Information
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You will learn how to print from the Viewer page.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
About Printing Information
You can define your printing options to include watermarks, stamps, headers and footers.
You can also define the margins, scaling and pen settings.
Print Properties Window is displayed.
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Print Preview
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Print
SMARTEAM Fundamentals
Student Notes:
How to Print Information (1/2)
You can see how to print a geometry from a Viewer page.
2
Click on Viewer tab.
1
3
Select a CAD document
in the Documents tree.
4
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Click on Print icon.
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The visualization is
displayed in a specific
viewer.
SMARTEAM Fundamentals
Student Notes:
How to Print Information (2/2)
5
Define the Print
Properties in the
different tabs.
The Stamp, the Watermark and
Headers are printed on the paper.
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9
7
The Document is printed with
options define before.
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8
Click on OK to print.
Choose your
printer in the list.
6
Click on OK.
SMARTEAM Fundamentals
Using eDrawings Viewer
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You will learn about the eDrawings Viewer functionality in SMARTEAM - Editor.
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Student Notes:
SMARTEAM Fundamentals
About eDrawings Viewer
eDrawings is a viewing and publishing application for sharing and archiving 2D and 3D
product design data. It is a complete, self-contained communication tool as no other
viewing software is needed.
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In addition to the standard viewing capabilities, eDrawings enables you to:
E-mail optimized CAD format with up to 95% decrease in file size
Publish eDrawings files directly from SolidWorks, CATIA®, and other CAD applications
Circulate 2D and 3D designs more easily for review
Communicate effectively using innovative 2D and 3D interpretation tools
eDrawings viewer is the default viewer for all Solidworks files.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
The eDrawings Toolbars
The eDrawings Viewer embedded in SMARTEAM - Editor gives you the power to view, and
share your 3D models and 2D drawings. It includes tools for viewing, analyzing, and printing
highly compressed 2D and 3D files, as well as advanced markup and measuring capabilities.
General Tools
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Tabs for
switching
the tree view
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Viewing Tools
Sectioning Tools
Markup Tools
SMARTEAM Fundamentals
Student Notes:
Viewing Tools
These tools enable you to perform basic viewing operations like Zoom, Pan, Rotate, etc.,
besides providing advanced options like Isometric and Perspective views.
You can also animate parts, assembly and drawing files using the animation tools. By clicking
on the Next/Previous icon you can browse through the standard views (front, back, top, etc.).
The Continuous Play icon displays all the views automatically one after the other. If needed,
you can even pause the animation in between views using the Stop icon.
Tools to Zoom,
Rotate and Pan
Isometric /
Perspective View
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Selection Tool
Click the Home icon to return the animation to the start of the sequence.
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Animation Tools
- Previous
- Stop
- Next
- Continuous Play
Home Icon - takes you
back to the default view
SMARTEAM Fundamentals
Standard Views
The Standard Views toolbar is not visible by default. In order to view it, you need to rightclick on any existing toolbar area, as shown below, and choose Standard Views from the
contextual menu.
Standard Views
toolbar
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The following views can be directly displayed using the Standard Views toolbar:
Front View
Back View
Left View
Right View
Top View
Bottom View
Isometric View
Normal to View
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Sectioning Tools
These tools enable you to separate out and/or measure individual components. You can also
view a cross-section of the assembly across a selected plane.
Measure
Tool
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Move
Component
Tool
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Insert Cross
Section Tool
SMARTEAM Fundamentals
Components and Markup Tabs
You can use the Components tab in the eDrawing Manager to manage assembly file
components as follows:
Highlight components
Hide or show individual components
Make components transparent
Select one component and hide all other
components
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The Markup tab displays comments as a
threaded discussion. When you reply to a
comment, the discussion thread appears
on the Markup tab.
You can type text in the Description box at
the bottom of the Markup tab. This text is
added to the active comment in the file,
but does not appear in the graphics area.
Comments in the Description box can only
contain text.
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Student Notes:
SMARTEAM Fundamentals
Sharing CAD Files Using eDrawings Viewer
While e-mailing the CAD files, you can choose to encapsulate the self-extracting viewer. This
allows the recipient to view the eDrawings file without the need to install the application on
his/her system.
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Send Icon
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Selecting one of the above options will
trigger the corresponding operation to
create a package for sharing the CAD files
with the e-mail recipient(s).
Student Notes:
SMARTEAM Fundamentals
Time to Practice
You are now able to practice what you have learned with the Viewing 2D and 3D
Objects Recap Exercise.
Copyright DASSAULT SYSTEMES
EDU-SMT-E-SFL-FX-V5R14 book
Viewing 2D and 3D Objects
Recap Exercise
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Student Notes:
SMARTEAM Fundamentals
Lifecycle Management
This lesson introduces you to Lifecycle Management, and shows how
SMARTEAM implements this concept.
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Introduction to Lifecycle Management
Lifecycle Mechanism
Using Lifecycle Options
Lifecycle and File Operations Report
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Student Notes:
SMARTEAM Fundamentals
Introduction to Lifecycle Management
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You will discover what is Lifecycle Management and how it affects the
information under Lifecycle control.
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Student Notes:
SMARTEAM Fundamentals
What is Lifecycle Management
SMARTEAM - Editor enables you to maintain and manage any information related to a
revision-managed object, with extensive and powerful options such as:
Managing different compositions of a product
Managing different representations of a product within the same file
Controlling revisions of an object
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The SMARTEAM - Editor Lifecycle Management enables you to:
Automate the flow of objects and all other revision-managed objects through different
stages of development
Control and access the many revisions of an object
Save and restrict access to files using an electronic vault mechanism
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Viewing Lifecycle State in the Tree
Select any SMARTEAM object in the tree browser. The lifecycle icon is displayed on the
left of the object and the lifecycle state is displayed in the Profile Card on the right.
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Lifecycle State Icon
(Indicates Checked In state)
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Lifecycle State displayed
in the Profile Card
SMARTEAM Fundamentals
Lifecycle State Icons List
As you revise an object, you can perform the following lifecycle operations:
New: All new objects saved into SMARTEAM are automatically assigned this temporary
state.
Check In: Changes object’s state to Checked In. In case a file is linked to the object, this
file is moved into the vault for safekeeping, where it is publicly available.
Check Out: Creates a minor revision of the object. In case a file is related, a copy of the
object’s file from the vault is added the user’s working directory so it can be modified by
the current user only.
Release: Creates a major revision of the object. Moves the object’s file to the Release
vault, preventing further modification.
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New Release: Creates a new revision of the object. Checks out a new version of the
released object’s file for modification.
Obsolete: Changes the object’s state to Obsolete. Moves the object’s file to the Obsolete
vault, where it becomes inactive.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Selecting Lifecycle Screen Mode
SMARTEAM - Editor lifecycle screens can be displayed in Light Mode or Advance Mode
Use the Light Mode to manage single objects, and the Advanced Mode to manage
assemblies/products and their children
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Light Mode
Click Advanced to switch to see
the Advanced Mode window
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Advanced Mode
SMARTEAM Fundamentals
Student Notes:
How to Initiate Lifecycle Operations
Select a lifecycle operation to move an object to a different lifecycle state
The operation can be initiated in any one of the three ways shown below:
Using Actions menu
1c
From the Revision page, using contextual menu
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1a
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1b
From the Tree Browser,
using contextual menu
SMARTEAM Fundamentals
Lifecycle Tab Pages
In both, the Light Mode and the Advance Mode, there are three tab pages available for entering
information and choosing various options:
General – for setting general options, such as file name, destination directory (and
optionally, revision number)
Effectivity – for setting the current phase, and the dates during which period the phase is in
effect
Options – for copying general links, overwriting previous revisions and propagating the
operation
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In the Advance Mode, there are also tab pages for different views, such as Profile Card, Links
and Viewer to make a more complete impact analysis.
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Student Notes:
SMARTEAM Fundamentals
Lifecycle Mechanism
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You will learn how to manipulate Lifecycle Objects.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
About Lifecycle Mechanism
SMARTEAM - Editor protects the integrity of an assembly and its children when performing
lifecycle operations.
The following illustration displays the lifecycle sequence for an object along with change of
Revisions (e.g; a.0, a.1…a.n).
1
2
a.0
a.0,a.1,…,a.n
b.0,b.1,…,b.n
…
a.0
a.0
3
4
a
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b.0
5
User
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b
…
6
b.0
SMARTEAM
SMARTEAM Fundamentals
Student Notes:
Lifecycle Graph
The diagram below summarizes the lifecycle operations that can be performed on an object
during each of its lifecycle states.
The Administrator can retrieve this graph by clicking on Lifecycle Graph tab in the Lifecycle
Setup dialog box.
Lifecycle Operations icons
corresponding to the Lifecycle function
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Local
directory
of the User
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Vault Server
Lifecycle Graph as displayed in SmDemo database
SMARTEAM Fundamentals
Student Notes:
Checking In a New Document
After creating a new document, checking in a document will guarantee that the information can
be shared and that later modifications can be traced.
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User
User
Document
Document
User
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User
User
Document
Document
SMARTEAM
SMARTEAM Fundamentals
Student Notes:
How to Check In a Document (1/2)
The Check In function enables you to check in a new object and place its file in the vault,
or place an object that is checked out (being modified) back in the vault.
1
Select the document that you want to check in. You can see the current state of the document
using the Profile Card or the State icon in the tree.
State Icon
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State Attribute
in the Profile
Card
2
Right-click and choose Life Cycle > Check In using the contextual menu.
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SMARTEAM Fundamentals
Student Notes:
How to Check In a Document (2/2)
The Check In window is displayed. Under the General tab, you can see the Destination Directory
of the attached file. Click OK to save the document in the ‘Checked In’ vault.
4
A temporary message box displays to indicate
that the operation is being executed.
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3
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5
State Icon indicates
that now the object
is ‘Checked In’.
Once the operation is completed, the State icon
is modified in the tree. The document is secured.
SMARTEAM Fundamentals
Student Notes:
Checking Out and In for a Document
A document must be checked out of the vault before making modifications to it. When a
document is checked out, the file is copied to the user’s work directory.
To make the modification available to all users, it must be checked in back to the vault. On
doing so, the file is moved into the ‘Checked In’ vault.
User
User Document
Document a.0
a.0
User
User Document
Document Rev
Rev a.1
a.1
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User
User Document
Document
Rev
Rev a.1
a.1
User
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SMARTEAM
SMARTEAM Fundamentals
Student Notes:
Releasing a Document
When you release a document in SMARTEAM, the file is moved to the ‘Release’ vault.
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User
User Document
Document
Rev
Rev a.1
a.1
User
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User
User Document
Document
Completed
Completed Draft
Draft
Rev
Rev aa
SMARTEAM
SMARTEAM Fundamentals
Student Notes:
How to Release a Document (1/2)
The Release function releases a selected ‘new’ or ’checked in’ object to the ‘Released’
vault. Once objects have been saved to the Released vault they can only be changed
after a New Release operation has been performed.
1
Select the document that you want to release. You can see the current state of the document
using the Profile Card or the State icon in the tree.
State
Icon
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State Attribute
in the Profile
Card
2
Right-click and choose Life Cycle > Release using the contextual menu.
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SMARTEAM Fundamentals
How to Release a Document (2/2)
3
A temporary message box displays
to indicate that the operation is
being executed.
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4
The Release window is displayed. Under the General tab, you can see the Destination Directory
of the attached file. Click OK to save the document in the Released vault.
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5
Once the operation is
completed, the State icon
is modified in the tree.
The document is secured
in the Released vault.
Student Notes:
SMARTEAM Fundamentals
Student Notes:
Creating a New Release
Modification to a released document can only be made by carrying out a New Release
operation to create a new revision.
New Release
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User
User Document
Document
New
New Draft
Draft
Rev
Rev b.0
b.0
User
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User
User Document
Document
Completed
Completed Draft
Draft
Rev
Rev aa
SMARTEAM
SMARTEAM Fundamentals
Student Notes:
Defining a Document as Obsolete
Defining a document as obsolete means that it can no longer be activated, released or
modified.
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User
User Document
Document
New
New Draft
Draft
Rev
Rev b.0
b.0
User
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User
User Document
Document
Rev
Rev aa
SMARTEAM
SMARTEAM Fundamentals
Using Lifecycle Options
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You will learn how to manipulate the advanced Lifecycle mechanisms.
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Student Notes:
SMARTEAM Fundamentals
About Lifecycle Options
When you are using the Advanced Mode screen option, SMARTEAM enables you to perform
the following lifecycle options:
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Selecting the Destination Vault
Propagating an Operation
Handling Objects Individually
Showing Relations Being Modified
Showing Parents of an Object
Replacing with Selected Revision
Switching Children to Latest Available
The Advanced Mode displays all lifecycle screens with maximum lifecycle management options,
enabling you to select all possible lifecycle management and revision options for the selected object.
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Student Notes:
SMARTEAM Fundamentals
Selecting the Destination Vault
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When you use the Advanced view to check in documents, the vault directory path where the
object’s file will be saved is automatically displayed. If needed, you can select a different
destination vault.
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Click the icon next to the displayed path,
to launch the directory browser dialog box
and select a different destination vault.
Student Notes:
SMARTEAM Fundamentals
Student Notes:
Propagating an Operation
When performing the Check In or Release lifecycle operations on all documents, you can
extend the operation by propagating it to include all the children of the selected document.
Select Actions menu > Propagate Operation
Right-click and select
Propagate Operation
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OR
This option can only be selected if it has
been set by the System Administrator.
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Click OK to propagate the operation to the children
SMARTEAM Fundamentals
Handling Objects Individually
When conducting lifecycle operations on sub-assemblies (children), you can:
Perform the same revision operation together with the assembly
Copy the file to the working directory (the child remains in its current state)
Perform no operation on a selected object
Right-click on the
State icon to open the
contextual menu
OR
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Click on the State
icon several times to
get the required state
Available lifecycle states for the sub-assembly
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Student Notes:
SMARTEAM Fundamentals
Showing Relations Being Modified
When conducting the Check Out or New Release lifecycle operation, this option displays the
parents or children of the document that is currently being modified.
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Select Actions menu > Relatives Being Modified
The children and/or parents of
the selected object currently
being modified are displayed
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Student Notes:
SMARTEAM Fundamentals
Showing Parents of an Object
When conducting the Check Out or New Release lifecycle operation, this option displays the
parents of a selected object, including their current revision status.
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Select Actions menu > Show Parents
The parents of the selected
object are displayed,
including their revision
status
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Student Notes:
SMARTEAM Fundamentals
Replacing with Selected Revision
In SMARTEAM, a document can have several revisions as it is checked in and out of the vault.
If you are currently performing a lifecycle operation, you can check out a different revision of
the object in its place.
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Select Actions menu > Replace with selected revision
Select a different revision
and click OK
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Student Notes:
SMARTEAM Fundamentals
Switching Children to Latest Available
When checking out an assembly or creating a new revision, you can select the latest revision
of all the children by using the Switch Children to Latest Available option.
This will replace the children by their latest version available.
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Select Actions menu > Switch children to latest available
Operation for children reverted
to latest available revisions
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Student Notes:
SMARTEAM Fundamentals
Lifecycle and File Operations Report
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You will learn how to analyze information in the ‘Life Cycle and File Operations
Report’ panel.
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Student Notes:
SMARTEAM Fundamentals
About Lifecycle and File Operations Report
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The ‘Life Cycle and File Operations Report’ utility displays errors and warning messages before
a lifecycle operation is actually performed by SMARTEAM.
Life Cycle and File Operations Report Window
Life Cycle and File Operations Report – Show Tree
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Student Notes:
SMARTEAM Fundamentals
Lifecycle and File Operations Report Window
When a lifecycle operation cannot be completed due to an error or warning message, the
‘Life Cycle and File Operations Report’ window appears, as illustrated.
The upper pane displays a list of all
errors and messages generated for
the selected operation.
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When you select and highlight a
specific warning or error message in
the upper pane, an explanation and
instructions on how to proceed are
displayed in the lower pane.
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Student Notes:
SMARTEAM Fundamentals
Lifecycle and File Operations Report – Show Tree
By clicking Show Tree in the ‘Life Cycle and File Operations Report’ window, the window
expands to display a structured tree in the left pane, as illustrated.
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When you first display the left pane,
the object selected in the upper
pane is selected in the tree for quick
user access.
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Student Notes:
SMARTEAM Fundamentals
Time to Practice
You are now able to practice what you have learned with the Versioning
Document Recap Exercise.
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EDU-SMT-E-SFL-FX-V5R14 book
Versioning Document Recap Exercise
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Student Notes:
SMARTEAM Fundamentals
Part Behavior
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After this lesson you will understand the Part Behavior functionality of
SMARTEAM and will be able to promote Parts to higher states.
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Student Notes:
SMARTEAM Fundamentals
About Part Behavior
The Parts class has its own lifecycle behavior independent from the Documents class.
Part lifecycle states are changed upon a “Promote” operation.
The lifecycle operation is only available for Component parts.
Parts are revision managed. New Revisions are created from active parts.
A Part can be linked to specification documents and reference documents.
Rules can be applied to the link between part and specification documents.
When a Component part is promoted to the Active state, the system controls the linked
specification documents.
These behaviors ensure:
Management of parts and documents according to a structured methodology.
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Adherence to corporate and industry standards.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Lifecycle Graph of Part
Mandatory states are: Pending, Active and Inactive.
Other states may be added by the administrator through Lifecycle Rules Setup.
te
o
om
Pr
New Part
te
o
om
Pr
Active
Inactive
Active
New
Revision
Parts States
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Pending
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Inactive
Pending
New Revision (ex. a)
SMARTEAM Fundamentals
Student Notes:
How to Promote a Part (1/3)
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Promoting is an operation which increases the maturity state. The current state is
shown on the Profile card of the component and is represented by a specific icon in the
Parts tree.
1
Select a Component and click on Links tab
to view the links of the Component.
2
Click on Specification sub-tab.
The linked specification document
is displayed.
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You are in a Parts window and a
Component is displayed in the
Parts tree.
• In the tree, the state of the
component is represented by a
specific icon.
• On the Profile Card, the state is
also displayed as an attribute.
SMARTEAM Fundamentals
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How to Promote a Part (2/3)
3
Right-click on the selected Component and choose
Life Cycle > Promote from the contextual menu.
4
The Promote dialog box appears and
displays information pertaining to the
promotion of the component.
Click OK to complete the promotion.
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Student Notes:
SMARTEAM Fundamentals
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How to Promote a Part (3/3)
5
The Component has been promoted to the Active state.
6
Rules can be applied to the link
between the component and the
specification document.
In the SmDemo database, users
cannot detach the specification
document from an active part.
The system displays an error
and maintains the integrity of
information.
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Student Notes:
SMARTEAM Fundamentals
Time to Practice
You are now able to practice what you have learned with the Part Behavior
Recap Exercise.
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EDU-SMT-E-SFL-FX-V5R14 book
Part Behavior Recap Exercise
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Student Notes:
SMARTEAM Fundamentals
Using SMARTEAM - Office Integration
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You will be able to create and store MS Office documents using Word or Excel
applications.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
About SMARTEAM - Office Integration
After installing the Office Integration, the system adds in Word and Excel applications, a
SMARTEAM menu and a toolbar composed by the most important commands to interact with
SMARTEAM.
In Excel or Word, the SMARTEAM menu allows
you to:
Connect/Disconnect
Search all SMARTEAM objects
Display properties of the opened document
Save/Save As in SMARTEAM
Manage lifecycle of the opened document
Define and link properties with SMARTEAM
attributes (mapping)
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The SMARTEAM toolbar provides quick access to:
Search
SMARTEAM Menu
Display properties of the opened document
Save in SMARTEAM
Switch to SMARTEAM interface
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SMARTEAM
Toolbar
SMARTEAM Fundamentals
Student Notes:
SMARTEAM - Office Integration Interface (1/2)
The SMARTEAM commands available in Excel and Word are identical. All the commands in the
‘SmarTeam’ menu are displayed here:
Connect or Disconnect SMARTEAM
Force to work with SMARTEAM connected
List of SMARTEAM
searches
Open the Profile Card of the active document,
if it exists in SMARTEAM
Copy the opened document in
SMARTEAM with a new description
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List of Lifecycle States
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Load SMARTEAM
properties
Define Mapping groups
and add mapping
attributes
SMARTEAM Fundamentals
Student Notes:
SMARTEAM - Office Integration Interface (2/2)
The SMARTEAM commands available in Excel and Word are identical. All the commands in the
‘SmarTeam’ menu are displayed here:
SMARTEAM - Properties
SMARTEAM - Save
Switch to SMARTEAM
Allows you to open the
predefined search panel
Reloads the properties
from SMARTEAM
Gets activated when
the opened document
is edited
Displays the
SMARTEAM interface
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SMARTEAM - Find Object
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SMARTEAM Fundamentals
Time to Practice
You are now able to practice what you have learned with the Excel Integration
Recap Exercise.
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EDU-SMT-E-SFL-FX-V5R14 book
Excel Integration Recap Exercise
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Student Notes:
SMARTEAM Fundamentals
Using SMARTEAM File Explorer
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You will get familiar with SMARTEAM File Explorer.
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Student Notes:
SMARTEAM Fundamentals
About SMARTEAM File Explorer
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This utility enables the user to view files placed in the working directory, and to identify
specific files that can be deleted to create free disk space.
SMARTEAM File Explorer panel
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
How to Launch SMARTEAM File Explorer
The SMARTEAM File Explorer is launched through the Tools menu in SMARTEAM Editor. This utility enables you to view files placed in the working directory, and to
identify specific files that can be deleted to create free disk space.
1
Click on Tools >
SMARTEAM File Explorer
2
The SMARTEAM File Explorer
utility is launched
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Icon indicates
Private Workspace.
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Left Pane displays
working directories.
Right Pane displays all files copied from
the vault to the user’s working directory.
SMARTEAM Fundamentals
Student Notes:
Discovering Object States
The following states represent the files at the time they were copied to the workspace, that is,
the State column indicates each object’s current reference and process status.
Object’s current
reference
Undefined file (not from
SMARTEAM)
File checked out
Referenced
File was copied
File was copied and
referenced
File was copied for
viewing
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Reference Found
SMARTEAM File Explorer panel
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File Absent
File Checked Out/ New
by other user
State
SMARTEAM Fundamentals
Student Notes:
Discovering the Toolbar
As seen earlier, the SMARTEAM File Explorer provides functionality for browsing and
deleting private user files and common files for multiple users, when files are stored in the
Shared Workspaces.
Detailed below is the Toolbar in SMARTEAM File Explorer.
Go to next
SMARTEAM folder
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Delete
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Select Views
and Items
Refresh
Analyze Current
Folder
Go to previous
SMARTEAM
folder
Show Owner
Objects
Help
Full / Filtered view
Show Profile Card
SMARTEAM Fundamentals
Student Notes:
Discovering Menus
Detailed below is the main menu in SMARTEAM File Explorer.
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Set Working and
Temporary folders
Analyze Current Folder /
Enter collaborative design
Select files of different
state (Absent / Copied…)
Select to show the object’s
Profile Card or owner
object (for locked objects)
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SMARTEAM Fundamentals
Time to Practice
You are now able to practice what you have learned with the Using SMARTEAM
File Explorer Recap Exercise.
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EDU-SMT-E-SFL-FX-V5R14 book
Using SMARTEAM File Explorer
Recap Exercise
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Student Notes:
SMARTEAM Fundamentals
Time to Practice
You are now able to practice what you have learned with the SMARTEAM Editor Master Exercise.
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EDU-SMT-E-SFL-FX-V5R14 book
SMARTEAM - Editor Master Exercise
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Student Notes:
SMARTEAM Fundamentals
Introduction to SMARTEAM - Workflow
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You will learn how SMARTEAM - Workflow supports your business processes
and helps improve efficiency.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
Business Challenges for an Enterprise
ChangeManagement
Management
Change
process
process
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CorrectiveAction
Action
Corrective
process
process
DocumentRelease
Release
Document
process
process
CustomerComplaint
Complaint
Customer
process
process
As companies grow in size and scope, they face a serious challenge of managing and tracking
documents in a business process. Many a time it is difficult to trace the documents and control
the processes after they are initiated, and managers have little power to control and resolve
bottlenecks.
In today's competitive markets, it is essential to enhance process control to make the processes
in an enterprise more efficient and cost-effective.
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SMARTEAM Fundamentals
Business Processes in an Enterprise
Some of the typically used and widely accepted Business Processes are enlisted below:
Engineering Change Requests (ECR)
Engineering Change Orders (ECO)
Request for Quotation (RFQ)
General Process
Field Failure Change
Engineering Change
Customer Complaints process
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Temporary Change
All these processes are trying to address the same problems in different contexts:
- Bringing the right document to the right person at the right time.
- Ensuring that the processes are formalized and repeatable.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
About SMARTEAM - Workflow
SMARTEAM - Workflow
is a cost-effective and rapidly implementable change management
and workflow automation solution.
is an out-of-the-box yet totally customizable solution.
provides a wide array of essential information to different users within
an enterprise.
is used to define custom processes.
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is used to initiate, handle and monitor the processes online.
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Streamlined business processes
(engineering change, standards
compliance, and more) through
automatic, stage-to-stage
workflow routing and ready-made
process templates
SMARTEAM Fundamentals
Student Notes:
SMARTEAM - Workflow Modules
SMARTEAM - Workflow is divided into three modules:
Flowchart Designer
Is an intuitive Graphical interface for designing flowcharts that reflect business processes.
Functions as an Electronic Routing Slip.
SmartBox
Is very similar to an e-mail application.
Is the interface for SMARTEAM - Workflow users to initiate a Process, view the Processes
awaiting them, work on the tasks designated to them, and send the Process to the next step
in the Workflow.
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Workflow Manager
Flowchart
Designer
Is a powerful tool that enables monitoring of all
Processes in the organization and resolves any
bottlenecks that may occur.
Allows access and modification of Processes
having problems.
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SmartBox
Workflow
Server
Workflow
Manager
Additional
Customization
SMARTEAM Fundamentals
Student Notes:
SMARTEAM - Workflow Terms
SmartFlow
Design &
Engineering
Final Review
Review
Manufacturing
& Fabrication
Enterprise
Design &
Engineering
The Value Chain
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Suppliers
Some of the general terms used in SMARTEAM - Workflow:
Process: Process is typically defined as a series of actions that you take in order to
achieve a result.
SMARTEAM - Workflow users can participate in a Process via SmartBox.
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SMARTEAM Fundamentals
Student Notes:
Flowchart Designer Terms
Flowchart: A flowchart is a graphical representation of a Process. It defines tasks that
must be performed by users at each Node. Flowcharts are designed by the
Administrator, using the Flowchart Designer.
Node
Connector
Flowchart
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Connector: During the design of a flowchart, the Administrator defines Connectors. A
Connector is the path defined in the flowchart that routes documents in a Process from
one Node to the next.
Nodes: The Administrator defines Nodes while designing a flowchart. A Node is the
address of a user or a group of users, and the tasks that must be performed by each
user at that address.
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SMARTEAM Fundamentals
Student Notes:
Power of SMARTEAM - Workflow
Functionality Highlights
Automatic tracking and work
routing to each stage
Out-of-the-box templates
Remote employees
included in processes
Value chain collaboration
Repeatable business
processes:
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- Faster Engineering Change Processes
- Process Definition
- Flow, Task, & Workflow Management
- Process Assignment
- Specifications
- Accountability
- Customized/Automatic Notification
- Synchronized Changes
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Business Benefits
Shorten time-to-market, and in
effect increase Return on
Investment (ROI)
Faster engineering change
processes
Product knowledge growth
Subject experts leveraging
Faster response to customers
Reduced bottlenecks
Improved productivity
Stage-gate support
Reduced overheads related to
information distribution
SMARTEAM Fundamentals
How SMARTEAM - Workflow Can Help You
As a SMARTEAM user, you can do the following:
Initiate Flow Processes easily by choosing from a list of
predefined processes and defining which SMARTEAM
documents will be included.
Handle Processes, perform tasks, and route documents
within a process from your desktop.
Keep track of the information flow within a process.
Be alert for tasks that are not completed according to
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the schedule.
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Student Notes:
SMARTEAM Fundamentals
To Sum Up
You have been introduced to SMARTEAM - Workflow and the terms related to it.
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You have also seen its advantages and how SMARTEAM - Workflow can help
improve your business processes.
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Student Notes:
SMARTEAM Fundamentals
Main Tools
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This lesson gives an overview of the tools that help you handle the workflow in
SMARTEAM.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
About Tools Available in SMARTEAM - Workflow
Flowchart Designer – Enables an Administrator to design flowcharts.
SmartBox – Enables SmartFlow users to initiate a Process, view the Processes awaiting their
attention, work on the tasks designated to them, and send the Process to the next step in the
workflow.
Workflow Manager – Enables an Administrator to view and monitor Processes already
initiated. Processes that are problematic or causing delays can be accessed and modified.
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Flowchart Designer
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SmartBox
Workflow Manager
SMARTEAM Fundamentals
Student Notes:
Flowchart Designer (1/2)
The Flowchart Designer is a graphical tool for designing flowcharts that map the company’s
business processes. It is to be used only by the Administrator or Supervisor.
The Flowchart
Can be tailored to match specific company requirements
Functions as an Electronic Routing Slip
The Standard
Toolbar allows you
to open, create, edit,
and save flowcharts.
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A Node
represents a step
in a business
process.
A Connector shows
the direction of the
workflow between
two nodes.
Once the flowchart is designed, you can attach it to a Process. A Process can have one
or more flowcharts attached to it.
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The Flowchart
Toolbar
provides tools
you can use to
create flowchart
objects.
The Flowchart
Area shown here
contains a
typical flowchart
for Change
Process.
SMARTEAM Fundamentals
Student Notes:
Flowchart Designer (2/2)
The Flowchart Designer allows the Power User to:
Set a user policy (And/Or) for the destination
Assign a task and user to a node
Assign Cc users to a node
Build rules based on events and triggers
Define flow properties
Options for alerts / notifications on processes and single tasks
Security policy for objects participating in the process
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Task List
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SMARTEAM Fundamentals
Student Notes:
SmartBox
The SmartBox is an e-mail like utility deeply integrated with SMARTEAM - Workflow. It
allows you to control the communication in an enterprise. SmartBox is used for initiating
and handling Processes.
The Inbox displays all the Processes you have received.
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The SmartBox
Toolbar allows
you to view a
Process, open
it to take
action, and
initiate a
Process.
The left panel
displays the
Inbox, Sent
Items,
Complete, and
Deleted Items
folders.
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SmartBox
SMARTEAM Fundamentals
Workflow Manager
The Workflow Manager is a powerful tool that enables the Supervisor or Administrator to
monitor all Processes in your organization and resolve any bottlenecks that may occur.
Workflow Manager provides the following capabilities:
Online viewing and monitoring of Processes that have been initiated
Search tools to locate Processes that are problematic or causing delays in the flow
On-the-fly modification of processes by reassigning Nodes and Tasks
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The Workflow
Manager’s main
toolbar allows you to
search Processes,
view Statistics, and
open a user’s Inbox.
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Student Notes:
SMARTEAM Fundamentals
To Sum Up
You have briefly explored the Main Tools which form a part of SMARTEAM - Workflow.
Flowchart Designer – for creating Processes
SmartBox – for initiating and working with Processes
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Workflow Manager – for monitoring the Processes
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Student Notes:
SMARTEAM Fundamentals
SMARTEAM Mailbox - SmartBox
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SMARTEAM Mailbox is called as ‘SmartBox’. This section explains what you
can do using SmartBox.
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Student Notes:
SMARTEAM Fundamentals
Student Notes:
About SmartBox
SmartBox is a tool in SMARTEAM - Workflow. It is a notification window of Processes awaiting
your attention.
You can view, open and perform assigned tasks
using SmartBox. After completing the tasks, you
can send them to the next node.
View Process details such as Tasks that need to be
performed and the Flowchart for the Process.
Accept or Reject a Process.
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Capture or
delegate a
Process from
the Action
menu.
View a list of
Processes
that you sent,
completed, or
deleted.
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View the Processes awaiting your attention.
New Processes are displayed in bold and are indicated by this icon.
SMARTEAM Fundamentals
Student Notes:
How SmartBox Helps
Using SmartBox, you can see all the information you need about a Process at a glance.
Some of the key attributes attached to the Process, which can be viewed, are shown below.
Message Type
Importance
Low Importance
Normal Importance
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High Importance
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Unread Process
Pending Status
Read Process
Captured Notice
Initiated Process
Declined Notice
Unread Message
Not Pending
Read Message
Already
Captured Notice
Unread Cc Process
Cc Process
SMARTEAM Fundamentals
To Sum Up
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You have learnt about SmartBox and how it enables you to work on various
Processes.
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Student Notes:
SMARTEAM Fundamentals
Using SMARTEAM - Workflow
This lesson covers the following topics:
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Using SMARTEAM - Workflow
Initiating a Process
Working with a Process
Managing a Process
Keeping Track of the Process
To Sum Up
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Student Notes:
SMARTEAM Fundamentals
Using SMARTEAM - Workflow
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In this section you will learn how to use SMARTEAM - Workflow.
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Student Notes:
SMARTEAM Fundamentals
Using SMARTEAM - Workflow
For implementing SMARTEAM - Workflow in an Enterprise, you need to perform the
following tasks:
Initiate the Process
Work with the Process
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Manage the Process
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Student Notes:
SMARTEAM Fundamentals
Initiating a Process
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This section explains how you can Initiate a Process in SMARTEAM - Workflow.
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Student Notes:
SMARTEAM Fundamentals
About Initiating a Process
Initiating a Process is the first step in launching a SMARTEAM - Workflow within an
Enterprise.
Flowcharts representing Process flows in different contexts, for different industries and
departments are used to dictate the route a Process will have to follow in a workflow.
A flowchart details the
information path that a Process
takes and the tasks that must
be performed at each node.
Flowchart
A node is an address of the
user(s) or group(s) and the
tasks that must be performed at
that address.
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Node
You can initiate a Process from the SMARTEAM Editor or from the SmartBox.
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Student Notes:
SMARTEAM Fundamentals
Why Initiate a Process
To meet certain business process requirements like ECO and ECR, the Project Manager
needs to:
Select a flowchart or customize an existing flowchart to suit his/her requirements.
Initiate the process.
Initiating a process is similar to kick-starting an assignment or a project.
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The Project Manager attaches to the Project, the relevant SMARTEAM objects to be worked
upon, reviews the flowchart for correctness and initiates the process. The process moves
to the subsequent node in the flowchart for the next user’s attention and task completion.
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Student Notes:
Process Vs Flowchart
Process is not a direct representation of a Workflow. It will have different representations
with different contexts like the Enterprise in question, the Departments and Work Domain.
A Flowchart is a representation of the Process.
As learnt previously, Flowchart is designed for a Process using the Flowchart Designer.
Each Process has a default Flowchart attached to it. The Flowchart tab needs to be
activated to view and/or change the Flowchart.
Flowchart Tab
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Flowchart Area
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How to Select a Different Flowchart
Each Process in SMARTEAM - Workflow has a default Flowchart.
You can choose a different Flowchart for a Process as follows:
Right-click in the Flowchart area and select
Change Flowchart from the contextual menu.
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1
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2
Select a different Flowchart from the
ones listed below.
3
Click Select.
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How to View Users and Tasks
You can view the Users and Tasks assigned to a Node from the Flowchart.
1
Right-click on the node and select
Users/Tasks from the contextual menu.
2a
2b
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Users assigned to a Node
Tasks assigned to a Node
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If the option to select users at runtime is
checked, you will be able to add or remove
a user from the node.
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Student Notes:
Initiate Process Dialog
Each Process has its own profile card with all the required details.
The Initiate Process dialog box displays the new processes and the SMARTEAM
objects to be handled by the process.
From this window you can:
Update details on the Process Profile
Card (right-click and select Update).
Add objects to the Process (drag and
drop).
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View and change the flowchart
associated with the Process (Flowchart
tab).
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Initiate Process window - Profile Card Tab
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How to Initiate a Process from SMARTEAM Editor (1/2)
The Power User or a Project Manager has the capability of initiating a Process
through the SMARTEAM Editor itself.
He/she can initiate a Process on either a Project in SMARTEAM, or on any other
SMARTEAM object and directly attach it to the Process.
Below, you are seeing the documents view of the Project after logging in to
SMARTEAM Editor.
Select one of the objects and right-click to open the contextual menu.
2
Select Initiate Process and then choose a
process such as General Process, ECR, or ECO
from the list of available processes.
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The Initiate Process dialog is displayed.
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How to Initiate a Process from SMARTEAM Editor (2/2)
3
4
Click Initiate.
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Initiate Process dialog
Click OK.
The next user in the workflow can now open the
Process and perform designated tasks. You can
view the Process at any time in the SmartBox Sent Items folder.
A process can be initiated on SMARTEAM objects which are workflow enabled through the
Data Model Designer.
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How to Initiate a Process from SmartBox (1/3)
A Power User or a Project Manager can implement a Process in an Enterprise through
his/her SmartBox and later attach the relevant SMARTEAM objects to the Process.
Login to the SMARTEAM Editor as a Power User, the Profile card for Projects window
is opened.
1
Select SmartBox icon
2
Select Action > Initiate Process
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Make a choice of the Process
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The Profile card for the Process is
launched.
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Student Notes:
How to Initiate a Process from SmartBox (2/3)
3
In the SMARTEAM Editor, select
Window > Tile Horizontally
4
Drag and drop the Project (which you want
to attach to the Process) on the Process
item in the Process Profile Card.
The Profile Cards for the Process and the
Project are tiled horizontally.
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5
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Click Initiate.
The Initiate Process dialog
is displayed.
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How to Initiate a Process from SmartBox (3/3)
6
Choose “Comment before sending
response”.
5
Enter comments and select send.
These comments become History to
the Node.
Initiate Process dialog
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The Process is transferred to the next Node
and the Process Profile Card is closed.
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SMARTEAM Fundamentals
Working with a Process
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This section introduces you to the actions which can be performed on a
Process.
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Student Notes:
About Working with a Process
To work with a Process, the user needs to know certain Process details such as:
Process History
Tasks defined for a Process
Flowchart Options set for the Process
Process History
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Tasks
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Flowchart Options
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Process History
Knowledge of Process history is useful at the time of initiating an action. It can be
viewed by accessing the History tab.
History tab
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Comments at the QA node
Comments attached to the response at a node
act as History for the next node.
Comments added by the user before sending the response is captured as History to the node.
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About Tasks Attached to a Process
Every Process/Node has some tasks attached to it.
To view the tasks attached to a node, right-click on the node and select Tasks.
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SMARTEAM Interface
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Tasks Dialog Box
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How to View and Perform Tasks
During the routing of the Process across the nodes, users receive notification of the
Processes which need their attention.
On opening the Process which has arrived in his/her SmartBox, the user can view the
tasks which he/she is required to perform.
The user would review the task assigned to him/her, perform the necessary
operation(s), return to the Tasks Tab in Process Profile Card and mark it as Task
Executed.
1
Select a task and right-click to view the contextual
menu.
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Task tab displays the tasks assigned to the user.
After you perform the tasks defined for the Process, you can
send the Process to the next node in the workflow.
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2
Select Perform Task.
Once the task has been performed
successfully, the task status changes to
Executed Successfully.
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Sending a Process to the Next Node
After performing the tasks assigned to you, you can send the process to the next node.
To send a Process to the next node, click on the Accept button in the Process window and
then select any one of the Send options from the SMARTEAM - Workflow dialog box as
shown below.
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Comment before sending response
If you have not performed your tasks, you will be
notified that you are not able to accept the tasks.
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About Rejecting a Process
SMARTEAM - Workflow enables you to reject a Process instead of sending it to the next Node
in the workflow. When you reject a Process, you select the Reject path through which to send
the Process.
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For example:
You are working in the QA department and you receive a list of tasks for an Assembly
undergoing an ECO Process. While performing your tasks, you notice a major problem
with the Assembly and you do not wish to send it further to the Manufacturing
Department.
In such a situation, you can reject the Process by choosing one of the Reject options,
such as Reject to Engineering. The Process will be sent to the Engineering Node
instead of the next Node in the workflow.
The Supervisor is notified when you reject a Process.
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Student Notes:
How to Reject a Process
User executes the Reject option if he/she sees that the tasks assigned to the previous
node are not meeting expectations or are not complete for him/her to take further action.
1
Open SmartBox. Select the Process
you want to reject and click Open.
2
Click the drop-down arrow next
to the “Reject to start” button to
view all the Reject Options.
3
Select “Reject” to send the
Process back to the Inbox
folder of the user(s) chosen for
the previous step.
The Process dialog appears.
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4
Each Process has one or more reject options defined for it by the Supervisor or the Power User. If he/she
has defined default reject paths for the Process, the Process will also be sent to these Nodes.
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Student Notes:
Choosing a User at Runtime
If the next node was set to “Select Users at Runtime”, you need to define users for the next
node before clicking Accept.
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In the Process window, select the
Flowchart tab and right-click on
the next node to display the
drop-down menu.
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Select “Users…”. The Designate
Users dialog box opens. Select a
user from the list.
SMARTEAM Fundamentals
Managing a Process
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This section explains how you can manage a Process using the Workflow
Manager.
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About Managing a Process
The Workflow Manager allows you to:
Search for a Process: You can search for a specific Process or a range of Processes that
have common attributes. Processes that match selected search criteria are displayed in a
search results list.
Retrieve a Process: Retrieval is necessary to know the process status. A tailor-made Quick
Search function is provided in which search attributes are predefined. You have to simply
choose the search criteria you wish to use.
Delegate a Process: A Power User can access the Inbox of a user and delegate the
assigned tasks to another user or group to resolve bottlenecks.
Search for a Process
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Retrieve a Process
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Student Notes:
How to Retrieve a Process
A Power User or the Supervisor can retrieve a particular Process to know its status.
With the SMARTEAM Workflow Manager launched:
1
Click the Search Processes icon.
The Search Processes window appears.
2
Enter the appropriate search criteria in
the fields under each tab.
Search
criteria tabs
3
Click Find Now.
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The search results
are displayed in a list.
Search results
Click New Search at any time to cancel
your selections and begin a fresh search.
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How to Search for a Process Based on Criteria
SMARTEAM Workflow Manager allows the Power User or the Supervisor to search for
Processes by attributes. This is a kind of advanced search option.
With the SMARTEAM Workflow Manager launched:
1
Click the Search Processes by Attribute icon.
The Search by Attribute dialog appears.
Process tree
2
Expand the Process tree to display a list of
Process Types, and select one. The Search
by Attributes window expands to display
the attributes of the selected Process Type.
3
Enter the search criteria in the General
and/or Additional tabs.
4
Click Run.
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The search results are
displayed in a list.
Search tabs
Check the Match Case checkbox if the case of
the required Process is critical to the search.
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How to Reassign a Process (1/2)
The Supervisor or the Power User can review and reassign the Process to a new user,
in order to resolve bottlenecks, if any.
With the SMARTEAM Workflow Manager launched:
1
Click the Open User Inbox icon.
Select the user whose Inbox
you want to open and click OK.
2
The user’s SmartBox opens.
Select the Process you want to delegate.
Right-click to open the contextual menu
and select Reassign.
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3
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Select the existing
users and click
Remove.
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How to Reassign a Process (2/2)
Click “To…” to display panel for
selecting the new user.
4
5
Select the user(s) you want to reassign the
Process to and click “To ->”.
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6
7
Click OK to
confirm and close
the Users panel.
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Click OK to assign the
user to the Process.
You can select more than one
user for the task. In that case, you
must select a Policy (And/Or).
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Keeping Track of a Process
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This section explains how you can keep track of Processes using the Workflow
Manager.
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About Tracking a Process
The SMARTEAM - Workflow Manager is a powerful tool that enables an Administrator to
monitor various Processes in an organization and resolve bottlenecks, if any.
The Workflow Manager provides tools that enable an Administrator to:
Search for Processes
View Process statistics
Modify a Process on-the-fly by:
reassigning a Node
changing a Task
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deleting a Process
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Why Track a Process
By using Workflow Manager search tools, the Supervisor or the Power User can identify
Processes that are problematic or causing delays. He/she can then modify a Process by
reassigning Nodes and Tasks.
Processes need to be tracked for the following reasons:
To improve operational efficiency
To resolve bottlenecks
To make routing decisions
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The Workflow Manager keeps Administrators/Supervisors notified of the flow of
documents in a process at all times.
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Analyze the Track of the Process
Viewing Statistics
The Workflow Manager generates statistics which reflect the status of Processes in
flow. For each type of Process the average time span is displayed. This enables an
Administrator/Supervisor to analyze and modify the workflow to make it more
efficient.
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Past due date Process
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Number of days per process
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How to Visualize the Track of a Process
A Power User or the Supervisor can retrieve a particular Process to know its status.
With the SMARTEAM Workflow Manager launched:
1
Click the Search Processes icon.
The Search Processes window appears.
2
Activate the Past Due tab.
Choose the “All past due processed”
option.
3
Click Find Now.
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The search results are
displayed in a list.
You can choose from the various options shown above to
locate Processes that are past due dates. After locating such
Processes, the Power User can take necessary actions.
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Search results
SMARTEAM Fundamentals
To Sum Up
You have learnt how to use SMARTEAM - Workflow to work with Processes.
You have also seen the various steps involved when working with a Process:
Initiating the Process
Working with the Process
Managing the Process
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Keeping track of the Process
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Time to Practice
You are now able to practice what you have learned with the Recap Exercise:
Initiating and Managing a Process.
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Recap Exercise: Initiating and
Managing a Process
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SMARTEAM Fundamentals
Time to Practice
You are now able to practice what you have learned with the SMARTEAM Workflow Master Exercise.
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SMARTEAM - Workflow Master Exercise
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Student Notes: