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■ 3D Work Instruction Tutorial - Publishing

April, 2013 LATTICE TECHNOLOGY

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3D Work Instruction Tutorial – Publishing

Contents 1 Introduction ................................................................................................................................................... 3

1.1 Objective ...................................................................................................................................................... 3 1.2 Applications ................................................................................................................................................. 4 1.3 Sample Data ............................................................................................................................................... 4 1.4 “Getting Started” Video Tutorials ........................................................................................................... 4

2 Creating 3D Work Instructions in Excel ................................................................................................ 5 2.1 Inserting the 3D Model in Excel ............................................................................................................. 5 2.2 Creating a Parts List ................................................................................................................................. 7 2.3 Creating a Process List ............................................................................................................................ 9 2.4 Enabling Cross-linking ........................................................................................................................... 11 2.5 Playing Process Animations ................................................................................................................. 11 2.6 Saving the 3D Work Instructions ......................................................................................................... 13

3 Publishing Work Instructions in Excel Using Templates ................................................................. 14 3.1 Publishing 3D Work Instructions Using a Template ....................................................................... 14 3.2 Viewing 3D Work Instructions .............................................................................................................. 16 3.3 Publishing 2D Work Instructions Using a Template ....................................................................... 19

4 Publishing 3D Work Instructions in HTML ......................................................................................... 22 4.1 Configuring XVL Web Master .............................................................................................................. 22 4.2 Setting XVL Web Master Parameters ................................................................................................ 22 4.3 Publishing the 3D Work Instructions in HTML ................................................................................. 23

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3D Work Instruction Tutorial – Publishing

1 Introduction

1.1 Objective In this tutorial, you will learn how to publish 3D Work Instructions in Microsoft Excel and HTML. This tutorial covers step (5) of the following workflow. 3D Work Instruction Workflow: (1) Open the 3D file in XVL Studio. (2) Build the Process Tree. (3) Edit the Work Instruction information. (4) Create the Process Animation. (5) Publishing the 3D Work Instructions in Excel/HTML. (6) Share the 3D Work Instructions across the organization.

(1) (2) (3) (6) (5) (4)

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1.2 Applications

This tutorial uses the following applications: • Lattice3D Reporter Ver. 6.1a

＊ Lattice3D Reporter Template option • XVL Player Ver. 12.2a • XVL Web Master Ver. 10.0a

＊ XVL Web Master Process Planning option • Microsoft Office Excel 2003 or later

1.3 Sample Data

The source data for this tutorial is located in the following folder: • Source Data

1.4 “Getting Started” Video Tutorials Before starting this tutorial, please watch the “Getting Started with Lattice3D Reporter” video tutorial to review the basic functions of Lattice3D Reporter. The tutorial is available at the following URL: http://www.lattice3d.com/support/media-center/tutorial/

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3D Work Instruction Tutorial – Publishing

2 Creating 3D Work Instructions in Excel

2.1 Inserting the 3D Model in Excel Open “Source Data\Template\ Process_template.xls” in Microsoft Excel. Select cells (B4:F12) for the 3D model in the Assembly Instruction worksheet.

On the Lattice toolbar, click the “Insert/Replace” 3D Model icon to open the Insert 3D Model dialog.

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In the Insert 3D Model dialog, turn off “Open in Another Window” and turn on “Permit Cross-Link”. Browse to “Source Data\TT-4000Engine_process.xv2” and click the “Open” button.

The 3D model will be inserted into the selected area.

Turn off

Turn on

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2.2 Creating a Parts List

Select cell (B14) as the location where you want the parts list to be created.

On the Lattice toolbar, click the “Create List” icon to open the Create List dialog.

Select

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In the Create List dialog, specify the Type to be “Parts List”. In Output Properties, make sure to turn on “No.”, “Name”, “PartNo”, “Qty” and “Description” and change the order as shown below, (Use the arrow buttons to reorder the properties).

Select OK. If the message below appears, click “Yes”.

Select

Use arrows to move properties

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The parts list will be created at the selected location.

2.3 Creating a Process List

Select cell (H4) as the location where you want the process list to be created.

Select

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From the Lattice toolbar, click the “Create List” icon to open the Create List dialog.

In the Create List dialog, set the Type to “Process List”. Make sure “Output Task” is turned on. In Output Properties, make sure to turn on “No.”, “Name”, “Working time”, “Comment” and change the order as shown below, (Use the arrow buttons to reorder the properties).

Select OK. If the message below appears, click “Yes”.

Use arrows to move properties

Select

Turn this on

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The process list will be created at the specified location.

2.4 Enabling Cross-linking

To enable cross-linking, select the “Cross-Link” icon on the Lattice toolbar.

Now parts are cross-linked between the 3D view, the parts list and the process list. When you select a step in the process list, the 3D view displays the selected process step.

2.5 Playing Process Animations In the 3D view, select the “Switch to View Mode” icon to switch to View Mode.

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Select the Animation Toolbar.

In the Animation Toolbar, select the Animation Options icon to open the Animation Options dialog.

In the Animation Options dialog, change the settings as shown below.

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Click the “Play” icon to play the process animation.

2.6 Saving the 3D Work Instructions Save the workbook as “3D_process.xls”.

Play

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3D Work Instruction Tutorial – Publishing

3 Publishing Work Instructions in Excel Using Templates

3.1 Publishing 3D Work Instructions Using a Template

Open “Source Data\Template\WorkInstruction_template_3D.xls” in Microsoft Excel.

Select the “Lattice” menu and click the Create Report icon. Select “Source Data\TT-4000Engine_process.xv2” and click the Open button.

A new Excel book is opened and the publishing process begins. When the “Report creation complete” message appears, click “OK”.

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A 3D work instruction is created based on the template.

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3.2 Viewing 3D Work Instructions

Select the first task on the “Assembly of Cooling Fan” sheet.

Select the Animation Toolbar.

Select

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From the Animation Toolbar, select the Animation Options to open the Animation Options dialog.

In the Animation Options dialog, change the settings as shown below.

Click “OK” to close the dialog. Click the Play button to play the process animation.

Turn off

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To view other processes, select the sheet and then select the first task from the task list.

Save the workbook as “Work_Instruction_3D.xls”.

Select the sheet

Select the first task

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3.3 Publishing 2D Work Instructions Using a Template For XVL files that contain work instructions with exploded views, you can publish printable Work Instructions that include an exploded 2D illustration for each process.

Open “Source Data\Template\WorkInstruction_template_2D.xls” in Microsoft Excel.

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Select the “Lattice” menu and click the Create Report icon.

Select “Source Data\TT-4000Engine_exploded.xv2” and click the Open button.

A new Excel book is opened and the publishing process begins. When the “Report creation complete” message appears, click “OK”.

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A 2D work instruction is created based on the template.

Save the workbook as “Work_Instruction_2D.xls”.

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4 Publishing 3D Work Instructions in HTML

4.1 Configuring XVL Web Master

Register the process template in XVL Web Master by copying the contents of the “Source Data\Template” folder to the XVL Web Master installation folder (ex. C:\Program Files\Lattice\WebMaster).

4.2 Setting XVL Web Master Parameters

Start XVL Web Master by selecting [Start} > [All Programs] > [XVL Web Master] > [XVL Web Master]. Click the [Settings] icon to open the Settings dialog.

Copy & Paste

Settings

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Change the settings as shown below.

Click “OK” to close the dialog.

4.3 Publishing the 3D Work Instructions in HTML Drag & drop “TT-4000Engine_process.xv2” into the XVL Web Master window.

Turn them on

Turn this on

Specify output folder

Check off both

Select “Process sample”

Select

Select

General tab

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Click the “Execute” icon to execute XVL Web Master. When processing completes the Result will change to OK. Click the “View” icon to view the result.

The 3D Work Instructions are published in HTML. (The main HTML file name is “TT-4000Engine_process.html”.)

Execute View

Process List

3D View

Task List

Process Parts List Task Part View

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Select the process from the list.

Click the Play button to view the animation of the selected process.

Select process

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3D Work Instruction Tutorial – Publishing

More Information about 3D Work Instructions Thank you for reading this 3D Work Instruction Tutorial. If you have found this tutorial instructive and want to know more about 3D work instructions, Lattice3D Reporter, XVL Web Master or other Lattice Technology applications, please call Lattice Technology at +1-415-274-1670 or email sales@lattice3d.com.

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