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InstantCollaborative Design

User's Guide

Version 5 Release 16

1Pagestant Collaborative Design Version 5 Release 16

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Special Notices

TIA is a registered trademark of Dassault Systmes.

otected by one or more U.S. Patents number 5,615,321; 5,774,111; 5,821,941; 5,844,566; 6,233,351;92,190; 6,360,357; 6,396,522; 6,459,441; 6,499,040; 6,545,680; 6,573,896; 6,597,382; 6,654,011;

654,027; 6,717,597; 6,745,100; 6,762,778; 6,828,974 other patents pending.

LMIA is a registered trademark of Dassault Systmes.

OVIA is a registered trademark of Dassault Systmes.

ARTEAM is a registered trademark of SmarTeam Corporation Ltd.

y of the following terms may be used in this publication. These terms are trademarks of:

va Sun Microsystems Computer Company

LE, VBScript for Windows, Visual Basic Microsoft Corporation

Spost Intelligent Manufacturing Software, Inc.

other company names and product names mentioned are the property of their respective owners.

rtain portions of this product contain elements subject to copyright owned by the following entities:pyright Dassault Systemespyright Dassault Systemes of Americapyright D-Cubed Ltd., 1997-2000pyright ITI 1997-2000

pyright Cenit 1997-2000pyright Mental Images Gmbh & Co KG, Berlin/Germany 1986-2000pyright Distrim2 Lda, 2000pyright Institut National de Recherche en Informatique et en Automatique (INRIApyright Compaq Computer Corporationpyright Boeing Companypyright IONA Technologies PLCpyright Intelligent Manufacturing Software, Inc., 2000pyright SmarTeam Corporation Ltdpyright Xerox Engineering Systemspyright Bitstream Inc.pyright IBM Corp.

pyright Silicon Graphics Inc.pyright Installshield Software Corp., 1990-2000pyright Microsoft Corporationpyright Spatial Corp.pyright LightWork Design Limited 1995-2000pyright Mainsoft Corp.pyright NCCS 1997-2000pyright Weber-Moewius, D-Siegenpyright Geometric Software Solutions Company Limited, 2001pyright Cogito Inc.pyright Tech Soft Americapyright LMS International 2000, 2001


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ster Imaging Technology copyrighted by Snowbound Software Corporation 1993-2001

M-POST Version 2001/14.0 ICAM Technologies Corporation 1984-2001. All rights reserved

e 2D/2.5D Display analysis function, the MSC.Nastran interface and the ANSYS interface are based on LMernational technologies and have been developed by LMS International

pactXoft, IX Functional Modeling, IX Development, IX, IX Design, IXSPeeD, IX Speed Connector, IX Advndering, IX Interoperability Package, ImpactXoft Solver are trademarks of ImpactXoft. Copyright 200102 ImpactXoft. All rights reserved.

s software contains portions of Lattice Technology, Inc. software. Copyright 1997-2004 Latticechnology, Inc. All Rights Reserved.

Copyright 2005, Dassault Systmes. All rights reserved.


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Instant Collaborative Design

erview

hat's New?

tting Started

How Does CATIA Instant Collaborative Design Work?

Accessing CATIA Instant Collaborative Design

er Tasks

Peer-to-Peer Collaboration: Working in a 3D Conference

Creating a Business Card

Connecting to the CommunitySearching for People in the Community

Creating a Group

Joining a Group

Inviting other People to Join a Group

Declaring your Availability Status

Chatting with another Person

Creating a 3D Conference

Joining a 3D Conference

Chatting with other People

Publishing Viewpoints

Receiving Viewpoints

Sharing Documents

Receiving Documents

Publishing Snapshots

Sharing the Mouse Pointer

Sharing Highlight

Sharing Annotated Views

Sharing Design

Client/Server Collaboration: Working in a Client/Server 3D Conference

Connecting to the Community

Disconnecting from the CommunityAdding a Group to your Community

Adding Users to a Group

Declaring Your Availability Status

Checking Availability of other People


Creating a Collaboration Meeting

Joining a Collaboration Meeting

Working in a Collaboration Meeting

Creating a 3d Conference

Joining a 3d Conference


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Inviting More People to the Current 3d Conference

Leaving the Current 3D Conference




Sharing the Mouse Pointer

Sharing Highlight

Sharing Annotated Views

Client/Server Collaboration: Collaborative Design

Working with Collaborative Workspaces

Working with Collaborative Briefcases

Selecting Features for Sharing

Sharing Deleted Features

Searching and Sharing Changes

Sharing the Same Features Again

Using the Share Assistant

Using the Merge Assistant

Automating Collaborative Design

Use CasesUse Case: Creating an Engine Head and its Mold

Use Case: Quick Share, Auto Share and Auto Merge

Use Case: Share and Merge Assistant

orkbench Description

CATIA Instant Collaborative Design Toolbars

stomizing Instant Collaborative Design

Network

Identification

Connectivity

Collaborative Design

equently Asked Questions

Configuration/Connection

Collaborative Design

Frequent Error Messages

Miscellaneous

dex

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Overview

s book is intended for the user who needs to become quickly familiar with CATIA Instant Collaborativesign.

s overview provides the following information:

CATIA Instant Collaborative Design in a Nutshell

Before Reading this Guide

Getting the Most out of this Guide

Accessing sample documents

Conventions Used in this Guide

ATIA Instant Collaborative Design in a Nutshell

TIA Instant Collaborative Design enables instant collaboration between all participants across the extendterprise to allow the sharing of design.

Instant collaboration from within Part Design, GSD, and Functional Modeling

Collaboration between communities

Secure collaborative environment

efore Reading this Guide

fore reading this guide, you should be familiar with basic Version 5 concepts such as document windowsndard and view toolbars. Therefore, we recommend that you read the Infrastructure User's Guide thatscribes generic capabilities common to all Version 5 products. It also describes the general layout of V5 ae interoperability between workbenches.s also recommended to read the VPM Instant Collaboration User's Guide.

etting the Most out of this Guide

get the most of this guide, we suggest that you start reading the Getting Started section.

e Customizing section, which explains how to set up the options, will also prove useful.

ccessing sample documents


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perform the scenarios, you will be using sample documents contained in the online/cd1ug/samples folde

r more information about this, please refer to Accessing Sample Documents in the Infrastructure User's

ide.

onventions Used in this Guidelearn more about the conventions used in this guide, refer to the Conventionssection.

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What's New?

ew Functionalities

are Assistant

The Share Assistant makes a Collaborative Briefcase easier to prepare and more precisely built toconvey your design intent. A wizard helps you navigate complex associations and choose for them tappropriate Merge Behavior. Advanced controls in the briefcase dialog let you fine tune its content sthat it precisely convey your design intent.

rge Assistant

The Merge Assistant helps gaining a better understanding of the impact of the merge and providability to explicitly set merge actions for the objects contained in the briefcase. It provides tools folightweight, informal methodology for the detection and resolution of conflicting changes to sharedfeatures.

rward Briefcase

The Forward Briefcase command allows the user to select any briefcase displayed in the briefcases and share it to a new list of receivers. The content of the forwarded briefcase will be identical to ththe original.

ick Share

The Quick Share command helps simplify the process of creating a briefcase to share to theworkspace. When the Quick Share command is used, a new briefcase containing all new and modiffeatures is automatically posted to the workspace with a single click. This command is useful in simcollaborative design scenarios where all members of the workspace want to work on a copy of theentire document and the flows of modification are intrinsically mono-directional.

to Share and Auto Merge

Auto Share senses feature changes made by the user and automatically creates a briefcase containthese modifications. The briefcase will be automatically shared to the workspace. Auto Mergeautomatically merges briefcases listed in the To Merge briefcases list. Other than the initialconfiguration for this feature, no user interaction is required. This options are useful in simplecollaborative design scenarios where all members of the workspace want to work on a copy of theentire document and the flows of modification are intrinsically mono-directional.

nhanced Functionalities

tended Impact VisualizationThe Extended Impact setting provides a visual clue of which body will ultimately be modified as resa merge.

tended Collaboration Properties

Now it is possible to display the properties of the feature in the briefcase or those of the corresponfeature in the part, or both sets of properties at the same time.

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How Does CATIA Instant Collaborative Design Work?

The following scheme aims at illustrating how the Instant Collaborative Design application works.

The CATIA Instant Collaborative Design application is based on a 3-layer system.

q Storage layer: The first layer is made up of the ENOVIA Vault Server (1 ) and of the ENOVIA LCA Server (2). The phy

data (briefcases created by the users) are stored in the ENOVIA vault (1) .Sharing data (design collaboration data, and workspaces, data concerning which briefcase belongs to which workspacestored in the ENOVIA LCA database (2).

q Communicating layer: The second layer made up of the WebSphere (3 ) and the Domino (4) servers, enables the ENOVault Server (1), and the ENOVIA LCA Server (2) to communicate with CATIA (5). Websphere is dedicated to thecollaboration, whereas the Domino server is designed to the connectivity.

q Design layer: The last layer made up of CATIA (5) enables the user to create Design.


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Accessing CATIA Instant Collaborative Design

Once you have accessed CATIA Instant Collaborative Design, the CATIA Instant Collaborative Desigtoolbar appears in your session. This toolbar also gives you access to the Collaboration toolbar. Nothat its look will be different in Peer-to-Peer configuration and in Client\Server configuration.

Peer-to-Peer Configuration

1. In the menu bar, select View -> Toolbars -> Instant Collaboration.

2. Click the Community icon ( ) in the Instant Collaboration toolbar.

Client\Server Configuration

1. In the menu bar, select View -> Toolbars -> Instant Collaboration.

The Instant Collaboration toolbar, which consists of the Instant Collaboration icon, appears

2. Click the Community icon ( ) in the Instant Collaboration toolbar. The Collaboration se

connect dialog box displays.

q Enter your login, your password and click

OK .

q Select your Role by clicking the Get

roles button, and click OK to validate.

Note that the roles that display in the

scrolling list after clicking the Get roles

button depend on the rights you are

granted. The Community dialog box

displays.


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Note that:

q By default you will be connected to the default group. To join another group, refer to theVPM Instant Collaboration User's Guide.

q Afterjoining a workspace, the Collaborative design tab enables you to visualize the

members that belong to this workspace as well as their status.

q To visualize the toolbars, click the selection arrows.

q To detach the toolbars, click the selection arrow, then click the toolbar handle and drag.


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User Tasks

Peer-to-Peer Collaboration: Working in a 3D Conference

Client/Server Collaboration: Collaborative Design

Use Cases


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Peer-to-Peer Collaboration: Working in a 3DConference

rganizing a 3D Conference

Creating a Business Card

Connecting to the Community

Searching for People in the Community

Creating a Group

Joining a Group

Inviting other People to Join a Group

Declaring your Availability Status


Creating a 3D Conference

Joining a 3D Conference

Working in a Peer-to-Peer 3D Conference




Sharing Documents

Receiving Documents

Publishing Snapshots

Sharing Design


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Peer-to-Peer Collaboration: Sharing Design

This task gives you the road map to follow when sharing design using CATIA Instant Collaborative De

Step 1: Set up your Session

q Set up your Local Environment

q Create your Business Card (optional)

Step 2: Join a Group

Step 3: Create a Briefcaseand share your design

Step 4: Merge a Briefcase

Creating a BriefcaseTo send collaboration data, create a briefcase. To do so, proceed as follows:

1. Click the Share Selected Entities icon ( )

in the Collaborative Design toolbar. The

Briefcase dialog box displays or right-click your

community in the Community window and select

the Design sharing command (see picture

opposite.)

2. Select the objects to be exchanged in the specifications tree. Note that selection rules are set

depending on the object type (allowing or forbidding the selection of entities.) The selected

objects are added to the list:

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To know more about the objects that can be selected, see Selecting Features for Sharing.

See also: Sharing Deleted Features, Preparing a Briefcaseand Understanding and Merging the conten

of a Briefcase

3. In the Community dialog box, select the person with whom you wish to exchange the briefca

If you wish to share with the entire group, then select the group

4. Fill in the Subject and the Message text fields.

5. Click OK when done. The briefcase is sent.

Merging a Briefcase

To merge (apply) a briefcase, proceed as follows:

1. Click OK when receiving the message

indicating that you've received a

briefcase (see picture opposite).

The Briefcase window displays.

2. In the Briefcases window, click Yes .

Note that in Peer-to-peer mode, it is not possible to postpone the merging of a briefcase. You have tomerge it when the Instant Design Collaboration Message displays.

Deleting a Briefcase

To delete a briefcase, proceed as follows:


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1. Click OK when receiving the message

indicating that you've received a

briefcase (see picture opposite).

The Briefcase window displays.

2. Click the No button if you do not want

to merge the design.

Note that in Peer-to-peer mode, it is not possible to postpone the deleting of a briefcase. You have todelete it when the Instant Design Collaboration Message displays.


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Working with Collaborative Workspaces

Note that this topic only applies if you work in a Client/Server configuration.

A Collaborative Workspace is a shared directory. It is created from the CATIA V5 Wintop client depending on

rights granted to the user by the administrator on the Collaboration Server. It is stored in a dedicated reposit

defined on the Collaboration server.

A Collaborative Workspace is defined by a set of properties:

q A name

q A description

q A status corresponding to the current status of the workspace (Inactive, Active)

q A creation date

q An owner: The owner's identifier cannot be modified, and the list of the identifiers of all Members allowedlist and join the workspace is kept.

Note that the properties listed above can be accessed and modified by the owner and the administrator excep

the creation date, the owner and the workspace identifier (UUID) attributes.

The purpose of a collaborative workspace is to:

q Centralize collaboration activities such as Collaboration Connectivity (Instant Messaging, Video, Audio, PeDiscovery), Collaboration Review (Whiteboarding, Application Sharing, Conferencing), Collaborative Navig(Query / Expand, Where used analysis, Impact Analysis, Modification Notification, Actions and tasks),Collaborative Design (Management of the exchanged data).

q Gather involved users: Users that are involved in the Collaborative Workspace are linked to the P&O, des

in the Collaborative Workspace data model that can be synchronized from a LDAP server. Each user has adefined or a customized role. The role allows the user to perform some given commands.

q Gather related data (to the collaboration): Related data are managed by instance representation. The phyfile is located in a specific vault server.

Please find below the list of actions that can be performed on workspaces:

q Creating a Workspace

q Adding a Member to a Workspace

q Joining a Workspace

q Leaving a Workspace

q Editing a Workspace

q Deleting a Workspace

q Managing a Workspace

r Securing the Workspace

q Listing Existing Workspaces


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Creating a WorkspaceTo create a workspace, proceed as follows:

1. Click the Workspaces icon ( ) in the Instant Collaboration toolbar. The workspaces dialog box op

2. Click the New button. The New Workspace dialog box

displays.

3. Enter the Workspace name in the Workspace name text

field.

4. Enter a short description in the Short Description field

(optional).

5. Enter a complete description in the Description of the

Workspace field. (If need be.)

6. Click the Add button to add members to the workspace.

7. Click OK when done. The new workspace displays in the

list.

Note that:

q The created workspace will be available to the network neighborhood.

q Only one workspace can be active at a time. Its status is Active in the List dialog box.

Adding a Member to a WorkspaceTo add a member to the workspace, proceed as follows:

1. In the New Workspace window, click the Add button. The Add members dialog

box displays.

2. Use the arrows to select the member that you want to add to the workspace.

3. Click OK twice when done.

Note that adding members to a workspace also enables you to limit the access to the workspace.

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Joining a Workspace

It is possible for users to join a workspace created on the server. To join a workspace, proceed as follows:

1. Click the Workspaces icon ( ) in the Instant Collaboration toolbar. The workspaces dialog box open

2. Select the workspace you want to join in the list.

3. Click the Join button. The workspace status turns to active.

4. Click the Close button when done.

Note that joining another workspace automatically closes the current one.

Leaving a Workspace

Leaving the workspace ends the session to which the user is currently participating.

To leave the workspace, proceed as follows:

1. In the Workspaces dialog box, select the workspace that you want to leave.

2. Click the Leave button. The workspace status turns to Inactive.

3. Click the Close button when done.


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Editing an Existing WorkspaceYou can edit a Design Collaboration workspace. To do so, proceed as follows:

1. In the Workspaces dialog box, select the workspace you

want to edit. The Edit workspace dialog box displays.

2. Make the appropriate changes: Note that you can only

modify the short description and the description of the

workspace.

3. Click OK to save your changes.

Deleting a Workspace

To delete a workspace, proceed as follows:

1. In the Workspaces dialog box, select the workspace that you want to delete.

2. Click the Delete button. A warning displays asking you if you want to continue.

3. Click OK to confirm. The workspace is deleted.


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The briefcases stored on the collaboration server are linked to only one workspace. As a consequence, deletin

collaborative workspace leads to the deletion of the briefcases created in this workspace.

Managing a WorkspaceSecuring the Workspace

In order to limit and control the access to a Workspace, specify the allowed users that can join it, acquire

briefcases, and create new ones. This access is to be defined at the workspace level, limiting the access to

commands and data. To know more, see Adding a Member to a Workspace.

Listing Workspaces

To list the existing workspaces, click the Workspaces icon ( ) in the Design Collaboration toolbar. The

workspaces dialog box opens, and the available workspaces display in the list.

Viewing the Details of a WorkspaceTo view the details of a given Workspace, proceed as follows:

1. In the Workspaces dialog box, select the workspace and select Edit button. The workspace informatio


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displays in the Edit workspace dialog box.

2. Click OK to exit.


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Working with Collaborative Briefcases

Collaborative Briefcases enable designers to exchange design specifications in a compact and precise manne

Briefcases are created using one of the Share commands and contain abstract feature specifications the capt

the designer's intent. Additional information describes the briefcase and determines who should be able to ac

and use its content. Briefcases can contain other data like the owner's document viewpoint at the time of the

share operation.

The Briefcase command ( )is a tool used to list the briefcases exchanged in the current workspace, anal

their content, and merge its content in to the active part.

Listing the briefcases of the current workspace

The Briefcase command ( ) shows the briefcases to which the current user has access in the active

workspace. Briefcases are grouped in three tabs:

q The To Merge Tab list briefcases not yet merged by the user.

q The Merged Tab list the briefcases already merged by the user.

q The Shared Tab lists the briefcases owned by the user.

The list can be sorted by any of the columns in the table. The refresh button updates the list with briefcases

may have been posted on the server while the local command is running. For each briefcase the following

information is shown:

q The owner, the name of the briefcase creator.

q The creation date, the timestamp of when the briefcase was posted to the server.

q The merged date, the timestamp of when the briefcase was last merged.

q A short description, free text of up to 20 characters max.

q The size, displayed in KB.

q A long, free text, narrative description.

From this command it is possible to perform several useful tasks. The most commonly used commands are

available through the button, others are accessible via the contextual menu associated to the right mouse buThe possible actions are:

q open a briefcase to analyze its content

q merge one or more briefcases

q delete one or more briefcases (restrictions apply)

q change the merge status of one or more briefcases


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The Merge Viewpoint checkbox can be used in conjunction with the Merge button to specify whether or not to

apply the viewpoint contained in the briefcase after updating the model. This checkbox temporarily overrides

values assigned in the Collaborative Design customization option.

Preparing a Briefcase

The preparation of a briefcase to share design with other people requires these steps:

1. Choose which features to share.

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This can be done interactively selecting them from the specification tree or the graphic window (see

Selecting Features for Sharing) or with the assistance of the software (see Share Recent Changes an

Share Again). The features candidates for sharing are listed in the Share Briefcase dialog.

The Remove button removes an item from the selection. The Add All button adds to the selection e

object in the part. The Clear All empties the selection.

2. Select Show all parents checkbox to validate the content of the briefcase.


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For each entity the following is shown:

r The object Type

r The object Name

r The object Mode: Explicit or Automatic

r The object Path

In addition to the explicit selection, the briefcase also contains additional features that are necessary

reconstruct the model in a different document. These additional objects are typically the parents of th

selected features; information concerning the body or set to which the feature belong are also includ

that the merge command can properly place them in the receiving part. The full content of the briefc

can be inspected before approving it using the Show all parents and Show all checkboxes.

3. Describe the content of the briefcase in the short and long description provided.

4. Select Add button to choose the Receivers of the briefcase, who have access to this briefcase. If no

is explicitly indicated, the briefcase is treated as public and all members of the workspace will have a

to it.

5. Optionally, you can use the Locked checkbox to prevent receivers from modifying the effect of the m

via the Merge Assistant. When the briefcase is locked, Merge Assistant is temporarily disabled.

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Once all the information is prepared, click the OK button. The briefcase is posted to the server for later retri

by the receivers when in client/server mode, or is sent immediately to the receivers that are on line when in

to-Peer mode.

See also the documentation of the Share Assistant for additional advanced topics related to preparing a brief

Understanding and Merging the content of a Briefcase

The Open button of the Briefcases dialog invokes a dialog that shows the content of the briefcases. The feat

included in the briefcase with the action that will be performed with the merge operations. The list can be so

by any of the column of the table.

For each feature, one of these actions is determined by the logic of the application:

q Merge: a version of the same features exists in the part; the version in the briefcase will replace the onethe part.

q Create: the feature does not exist in the part and will be created.

q Delete: the features exists in the part and will be deleted.

q Discard: the feature exists in the part and will be kept; the version in the briefcase is not used.


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See also the documentation of the Merge Assistant for additional advanced topics related to understanding a

merging a collaborative briefcase.

Deleting a Briefcase

To delete a briefcase, highlight it and choose Delete from the contextual menu. You can only delete a briefc

you are the owner or you have joined the workspace in an administrative role. Once the briefcase is deleted,

disappear form other members view when they refresh their list. However, if the briefcase had already been

applied to a part the deletion will not revert the effect of the merge.

Working in Product Context

Collaborative Briefcases can be prepared, shared and merged while in Product mode without need to open a

document. Simply activate the part from which to select the features to be shared via a briefcase or to which

merge existing briefcases. See also Inserting Features Linked to External References.


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Selecting Features for Sharing

The Share Selected Entities command enables you to pick individual entities in your model and share them

some or all of the members of the workspace. This command is useful when you need to send different parts of you

model to different members or if you only want to share specific entities in your model.

You can select specific entities either from the model or by picking them from the Specification Tree.

When you share selected entities, the application adds to the briefcase all parents information with the update. Senthe parents information ensures that the entities are merged correctly into the models of recipients. For more inforabout sharing bodies and other type of entities, refer to the paragraphs below.

Inserting GSD Features into a Briefcase

It is possible to insert GSD features into a briefcase. The Instant Collaboration is performed at the feature level. It that each feature can be shared without its aggregating body.

Two designers can divide the initial geometrical body in 2 parts (blue and yellow curves).

Then each one will be able to create his own features (blue and yellow surfaces).


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And finally, the created specifications can be merged together into the initial body (green surface).

Collaboration and "Geometrical set"/ "Ordered Geometrical set"

When merging features into a different type of set, the behavior is identical to the creation: The result is similar to manual creation of the involved features.

When merging a feature that does not exist already in the part, the following rules are used when applying a briefcathe destination part does not already contain the Geometrical set to which the feature belongs, the set will be creatbefore inserting the feature. If the Set already exists, the feature will be added to it.

Collaboration and "I n Work Object"

In an ordered geometrical set, merging is based on the "In Work Object" concept.

Inserting Part Design Features into a Briefcase

It is possible to insert Part Design features into a briefcase. Instant Collaboration is performed at the hybrid body lebecause Part Design features are historic dependent.

Only sketches can be shared and merged explicitly without the aggregating hybrid body if it does not depend on otpart design features.

Boolean operations:The body(ies) involved in the Boolean operation can be shared explicitly by the user.

Datum features: Results of a paste as result and imported V4 models cannot be shared and merged.

Examples


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q Sketch.1 can be shared explicitly because it is bason a reference plane.

q Sketch.2 cannot be shared explicitly because it is on Pad.1.

q Body.2 can be shared explicitly.

q To share Pad.1, Assemble.1, Sketch.2 or EdgeFillethe user should select PartBody.

Note that:

q When a hybrid body is shared, it is merged with the PartBody of the destination part only if this PartBody does aggregate any feature and has never been used for collaboration.

q The dependencies of a shared hybrid body are composed by its aggregated features that implement the Collabointerfaces and recursively their dependencies.

q If a sketch can be explicitly shared by the user (i.e. if it is not built on another Part Design feature), the onlydependency embedded in the message is the support plane (reference plane or GSD plane).

q A Part cannot be shared.

Inserting Functional Design Features into a Briefcase

It is possible to insert Functional Design features (created in the Functional Molded Part workbench) into a briefcaseInstant Collaboration is performed at the functional specification feature level. It means that a briefcase can contaifunctional specifications without any functional body or functional solid. If a sketch built on the result of a functionaspecification is shared, this functional specification and recursively its dependencies will be embedded into the mess

Functional Body: If this feature is shared, the dependencies are made up of the aggregated features (and recursitheir dependencies) and by the functional solid.

Functional Specification: The father is embedded into the briefcase (without the other features aggregated belowfather).

Part body aggregating a functional solid: The functional solid and the functional body are embedded into thebriefcase.

Inserting Knowledgeware Features into a Briefcase


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Parametersand formulascan be shared.If you shareformulas, thegeometry onwhich thoseformulas arebased will alsobe embedded

into thebriefcase whencreating it.(This geometrywill be taggedas Automatic inthe Briefcasewindow.)OtherKnowledgewarefeatures(Reactions,Macros withArguments,Optimizations,...) cannot beshared.

Inserting a Datum Feature into a Briefcase

Datum features based on V4 geometry and V5 geometry are supported.

Sharing a datum feature means sharing "frozen geometry" without design specification and without links to the ent

that were used to create this element (History mode deactivated). A Datum is always made up of a feature (a proxand of geometrical elements.

Note that:

q A datum feature cannot recreate its geometry. Therefore, the associated geometry should be included into thebriefcase when selecting a datum feature.

q There is no way to share only geometry without its associated proxy feature. When a datum is merged, itsspecification is updated and the geometry is replaced.

q Collaboration "share" action never converts (on the fly) specifications into datum while streaming collaborativemessages.


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Inserting Features Linked to External References

Sharing features containing links to external references, such as contextual links, copy with links and copy as resullink, the result of the link is inserted in the briefcase and the external reference is ignored. On the merge side, a dacreated. This method for sharing external references is referred to as deprecated share.

To protect the information about external references in a bi-directional exchange of briefcases, the following rules aduring the merge:

q A feature resulting from a deprecated share cannot overwrite its source.

q A feature shared deprecated (the source) always overwrite the version of the datum existing in the destinatio

To better understand this rules consider the following example:

1 - User Ann wants to share feature F1 with user Bob (who has not the feature F1). F1 is linked to an external refe

q The external reference is ignored during Ann's share operation.

q When Bob merges the briefcase in his part, a datum is created on the merge side with the resulting geometry.

2 - Bob now wants to share with Ann with user A. F2 is pointing to the datum F1 generated during step 1.

q Datum feature F1 is embedded in the briefcase as a dependency of F2.

q On the merge side F2 is retrieved on users A model but will not be merged because a feature resulting from adeprecated share cannot overwrite its source. This way Ann does not loose the original external reference.

3- Finally Ann updates the external reference pointed by F1 and shares F1 again.

q The external reference is ignored again.

q On Bob's merge side, the datum F1 is overwritten by the newer version coming from Ann becausefeature shared deprecated (the source) always overwrite the version of the datum existing in thdestination part.

Overwriting the content of a functional or geometrical set

Normally when a briefcase containing a geometrical set or a functional set is merged in to a part that already has aof them, the list of features of the two versions are combined. For instance, if the briefcase contains a Geometrical

named My Sketches that contains the sketches Sketch.1, Skecth.2 and Sketch.3 and the part contains the same sethe sketches Sketch.2 and Sketch.4, after the merge part will contain Sketch.1, Skecth.2, Sketch.3 and Sketch.4. Mprecisely: Skecth.1 is added to the part; Skecth.2 and Sketch.3 are replaced with the version form the briefcase;Sketch.4 is left untouched.

You can modify this behavior using the Share Assistant.


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Sharing Deleted Features

A feature must have been shared and merged before you can delete it and insert it into the briefcase

You cannot add deleted objects to the briefcase by selecting them in the specification tree, since they

not available anymore. To add them to the briefcase, check the Display list of deleted features chbox in the Briefcase window. To share a deleted feature, this feature must already have been sharedmerged.

Sharing a deleted feature means that if a feature with the same collaboration Id exists in the destinapart, it will be deleted.

There are 2 ways to share a deleted feature:

CASE 1

If user A first sharthe aggregator(PartBody in thisexample) of F1(Assemble.1) withUser B (Picture 1/

...then deletes F1(Picture 3) and shagain its aggregatthe deletion will beimplicit in the

destination (Picturpart since all theaggregated objectare replaced by thuser A list.


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CASE 2

If user A shares first F1 then deletes it and wants to propagate this deletion to the destination partwithout replacing the aggregator of F1, he should be able to get a list of all the deleted features thahave already been shared, and send the deletion notification to the receiver.

A user will be able to share the deletion of a feature that can be explicitly shared, that is to say:

q A GSD feature

q A datum feature

q A sketch

q A functional feature (functional specifications, functional body)

q A Part Body

q Knowledgeware relations

The sharing of a deleted feature occurs as follows:

1. The designer selects the deleted feature that he wants to share. The deletion notification is ad

to the message: This notification contains the name, the type and the collaboration id of the

feature and the deletion command option.

2. The receiver opens: The feature to delete displays in the message details dialog.

3. He can accept or reject the deletion. The deleted feature appears in the console dialog with th

other features to create or replace. The action flag will be set to "delete".


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Searching and Sharing Changes


The Collaborative Design application software can help you keeping track of changes you made to the features that have been s

among the members of the Workspace. You can use the Share Recent Changes and the Quick Share commands to find relevant

changes and build a briefcase for the purpose of sharing them.

Share Recent Changes

Searching for changes

The Share Recent Changes command ( ) provides a menu of predefined and useful searches.

1. To access the menu click the Share Recent command ( ) in the Instant Collaboration toolbar.

2. Once you click OK the selection, a briefcase is built and shown to you.

3. You can inspect its content, and add or remove items.

4. Finally, specify the intended recipients and post the briefcase to the workspace.


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The available searches are described in detail below.

q Features Modified since their last share: This search is useful if you previously shared some features for other people to

and now you want to make sure to post the latest version you have in your part, so that the recipients can catch up with you

changes. The search will return a list of objects modified or deleted after you inserted them in a briefcase.

q Features Modified since their last merge: This search is useful when you want to check if you modified any of the featur

have received by other users of the workspace. Once you find out the changes, you can decide whether to send back your

modification to the person that gave you the original, or you may want to revert your changes by "merging again" the briefc

that contained the original feature. The search will return a list of objects modified or deleted after you merged them from th

briefcase.

q Features Modified after this date: In this cases you enter a date and time and want to know all the changes that happen

that point in time. The timestamp can be implicitly defined or explicitly assigned. More precisely, you can enter:

r Today - all changes since midnight

r This week - all changes since midnight on Sunday

r My last Share - the time of the last briefcase I created

r My last Merge - the time of my last merge operation

r A timestamp - an explicit date and time in the format of yyyy-mm-dd hh:mm:ss

The search will return a list of object modified or inserted as new or deleted after the given time.

q Features Never Shared: This search helps you to find features in your part that you have not yet shared.


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q Restrict to specified body/ set: You can add a restriction to the body/set. See Restricting Searches for detail.

Combining Searches

You can combine several searches. The resulting briefcase will contain all the features that satisfy at least one of the search crit

For instance, if you check both "Featured modified after their last share" and "Features never shared", the application will give ycombined list of objects modified after sharing them and of objects that you did not share yet.

Restricting Searches

Normally the searches are applied to the entire part. However you can restrict to one or more bodies and geometrical sets. To d

check the option Restrict to specified body/ set and then pick from the specification tree the aggregators of interest to you.

Quick Share

The Quick Share command ( ) helps simplify the process of creating a briefcase to share to the workspace. Quick Share is

users that just want to share all new and modified features. When a user activates the Quick Share command, a new briefcase

containing all new and modified features is automatically posted to the workspace. No dialogs is presented to the user.

This command is useful in simple collaborative design scenarios where all members of the workspace want to work on a copy o

entire document and the flows of modification are intrinsically mono-directional.

1. To access the command click the

Quick Share button ( ) in the

Instant Collaboration toolbar.

2. Once you click OK the selection, a

briefcase is built and posted to the

workspace. No dialog interaction is

necessary.

3. The other members of the workspace

will see one or more briefcases named

"Quick Share".

4. Recipients will be able to inspect and

merge the briefcases generated by

Quick Share the same way as any

other briefcase.


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Sharing the Same Features Again


The Collaborative Design application helps you refreshing the workspace with the most recent version of feature

have shared with other, saving you the time of remembering what you exchanged with whom. If you want to pr

a briefcase that contains the latest version of the same features you previously shared and sent it to the same

recipients, use the Share Again option. If you want to prepare a briefcase that contains the exact same versio

the features you previously shared and sent it to different recipients, use the Forward Briefcase option.

Share Again

1. Open the Shared Tab in the Briefcases dialog.

2. Choose Share Again form the contextual menu. A briefcase will be created and shown to you.

3. You can now inspect its content, and add or remove items.

4. Review recipients and post the briefcase to the workspace.


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Notes:

q The briefcase created by this command uses the items tagged as explicit from the original briefcase as the iselection.

q The features selected in this manner are inserted in the briefcases whether or not they have been modified the creation of the previous briefcase.

q The Share Again command is available in the Merged and Shared tabs. It is not available in the To Mergbecause the feature in the briefcase might not exist in the document before the merge is performed. UseForward Briefcase to forward to other recipients a briefcase in your To Merge tab.

Forward Briefcase

The Forward Briefcase option allows the user to select any briefcase displayed in the briefcases list and share

a new list of receivers. The content of the forwarded briefcase will be identical to that of the original.

This functionality allows briefcases to be shared with users not listed as an original receiver. If a user was mist

left off a briefcases receivers list, the forward option can be used to make the correction. Also, as new users ar

added to a workspace they can be forwarded briefcases that were created in the past. To forward to a new recip

briefcase you prepared earlier follow the steps described below.


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1. Open the Shared Tab in the Briefcases dialog.

2. Choose Forward from the contextual menu. A simplified briefcase preparation dialog will be created and

shown to you.

3. You can select the new receiver and add a message to accompany the briefcase. Note that you are not a

inspect its content, unlike other type of briefcases.

4. Click OK to post the briefcase to the new receiver.


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Using the Share Assistant

The Share Assistant

The Share Assistant makes a Collaborative Briefcase easier to prepare and more precisely built to convey your design intent. In general, when you select a feature for sh

additional objects associated with it are also included in the briefcase to ensure that the model resulting from the merge is a valid one. The impact of merging a briefcase a

depends on whether some of the associations are explicitly selected or added to the briefcase automatically. For instance, sharing of a Functional Divide feature automatic

includes its target body in the briefcase but the target body will not overwrite the copy in the destination part. On the other hand, if you explicitly select both the Divide fe

its target body, then the merge will indeed overwrite the copy in the destination part. The result of the merge is different depending on your selection even if the content o

briefcase is similar. When working with models with complex associations, it becomes difficult to foresee the consequence of a selection.

The Share Assistant addresses this issue by showing you the implication of your selection and giving you the opportunity to think and decide what should be done during

merge with some of the dependencies. This concept is particularly important when working with feature including bodies and sets in their dependencies, so the Share Ass

deals mainly with Bodies, Functional Sets, and Geometrical Sets.

The Share Assistant comprises a wizard that analyzes your selection and prompts for a suitable merge behavior and an editor that lets you review and modify the merge

before finalizing the preparation of the briefcase. Share Assistant is turned on and off from the Collaborative Design customization settings panel.

The Share Assistant wizard

The Share Assistant wizard guides you in choosing the appropriate merge behavior for the significant feature in your selection. The wizard dialog is described below:

1. The name of the body or set under analysis is shown in the caption. It is also highlighted in the specification tree, which is automatically centered to point out the o

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interest.

2. The merge behaviors applicable to the object are listed and can be chosen depressing the corresponding radio button. The Van Ness diagrams gives you an hint of

behaviors. For the details, refer to the Merge Behaviors.

r The green area indicates which feature contained in the body or the set will be taken form the briefcase.

r The blue area indicates which ones will be taken from the document.

3. You can select Apply this Merge Behavior to all remaining features of this type checkbox to tell the wizard to apply the same choice to all the similar objects

selection instead of inquiring for each of them. This is particularly useful when working with nested geometrical or functional sets.

4. The OK button exits the wizard and confirms your choice.

5. The Cancel button exits the wizard and reverts to the default behavior for that object.

The Wizard dialog appearance is different depending on the type of body or set under examination and on whether it was explicitly selected by you or included by the brief

creation logic. In particular, the Combine behaviors are available only for Geometrical and Functional Sets.

The Share Assistant dialog

When the Share Assistant is in use, the Briefcase dialog has some additional controls described below.

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1. The Merge Behavior column shows the merge behavior chosen for the item via the Share Assistant wizard. If no explicit selection was made, the value in this co

Determine at merge, meaning that the behavior will be computed by the merge processor applying internal rules.

2. The Edit column indicates if the Merge Behavior can be reassigned by the user. An asterisks in the column means that the behavior can be edited.

3. The Merge Behavior edit box is used to assign a different behavior to the item currently selected. If the latter is not editable then the edit field is grayed out, oth

has a drop down menu with the available choices.

4. The Locked checkbox can be used to prevent the receiver of the briefcase from using the Merge Assistant to alter the action resulting from the merge behavior.


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The Merge Behaviors

Merge Behavior is a concept that applies to the object that contains other objects, like bodies and sets, and refer to how the list of features contained in them should be during the merge of a briefcase. Unless the object does not exists in the receiver's part, during the merge there are two lists to consider: the list of feature aggregated byof the object in the briefcase and the list of features aggregated by the copy of the object found in the document. The possible behaviors are described below.

q Combine with Overwrite: the two lists are combined and for the feature that are included in both lists, the copy from the briefcase is used. Receiver's modification tocommon set of features are discarded in favor of those of the owner of the briefcase.

q Combine with Protect: the two lists are combined and for the feature that are included in both lists, the copy from the part is used. Receiver's modification to the coof features are preserved while those of the owner of the briefcase are discarded.

q Overwrite: the entire body or set and all the features contained in it at replaced with the copy from the briefcase. Receiver's modification and addition are discarded ithose of the owner of the briefcase.

q Protect: the entire body or set and all the features contained in it from the briefcase is discarded. Receiver's modification and additions are preserved while those of thof the briefcase are discarded.

To illustrate the concept, let's use an example with simple geometrical shapes.

Donald Daisy

Donald has a rectangle. He shares it with Daisy.

Daisy merges Donald's briefcase and now has a copy of the same rectangle.


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Donald adds a Circle.

Daisy makes a square from the rectangle, and she adds a triangle too.

Now Donald wants to share Shared Shapes Set with Daisy.What is it going to happen to Daisy's shapes?

If Donald chooses Overwrite...

Daisy's changes are gone. The square becomes a rectangle again and Donald'sadded. Daisy's triangle is deleted.


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If Donald chooses Combine with Overwrite...

The square becomes a rectangle again and Donald's circle is added, but this timDaisy's triangle is not deleted.


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If Donald chooses Protect...

Nothing happens. None of Donald's changes are applied to Daisy's shapes. Shekeep her shapes.


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How to Assign Merge Behaviors

This task illustrates an interaction with the wizard using a simple part.

Open ShareAssistantSimpleExample.CATPart.

1. Bring up the command Share Selected Entities and select the body named Target in the specification tree.

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2. First, Share Assistant needs to know about the Solid Functional Set aggregated by Target. Note how the graph is automatically centered on the Solid Functional Se

In this case we want to ensure that our version of the body will be used by everybody; therefore, we choose for it the Overwrite merge behavior and then click O

confirm.


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3. Next, Target depends on the Tool body through the Push feature, so Tool will also be included in the briefcase.

Share Assistant asks you whether you want your copy of the Tool to be used after the briefcase is merged in the destination document or the local copy should be

to preserve changes made by the recipient. In this example, choose Protect and click OK to confirm our choice.


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The resulting briefcase shows the choices made for the Merge Behaviors. Note that Target, your initial explicit selection, has been automatically set to Overwrite which is t

merge behavior for that type of body.

Suppose that you changed your mind and prefer to Overwrite the Tool body, too. You can assign the new behavior by highlighting Tool in the briefcase and then choosingOverwrite from the drop-down menu in Merge behavior field.


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Finally. click OK to post the briefcase to the receivers.


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Using the Merge Assistant

Collaborative Design automatically determines and assigns merge action such Create, Delete, Merge or Discard, to each feature in the briefcase. To do it uses a number of proven built that interpreter the briefcases owner's intent and preserve the integrity of the model. However, advanced users may want to have more insight on the decisions made by the software apossibly modify them to better balance the need to integrate other people contributions while preserving their own modifications. The Merge Assistant helps you gain a deeper underthe impact of the merge and provides ability to explicitly see merge action.

The Merge Assistant add some additional information and controls to the merge briefcase dialog. Merge Assistant is turned on and off from the Collaborative Design customization

panel.

The Merge Assistant Dialog

When the Merge Assistant is in use, the Briefcase dialog has some additional columns and controls described below.

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The Impact column describes the state of the feature in briefcase compared with its copy in the part. the possible values and their meaning are:

q Same: the feature in the briefcase appears to be the same as the one already in the part.

q Newer: the feature in the document was merged from a briefcase, not changed locally, and the current briefcase contains a version that appears to be more recent.

q Older: the feature in the document was merged from a briefcase and the current briefcase contains a version that appears to be older.

q Conflict: the feature in the document was merged from a briefcase, edited or deleted locally, and the current briefcase contains a version that appears to be more recent than the ooriginally merged or the merge Action is Delete.

q New : the feature has a Create Merge Action, it does not exist in the current part.

q Obsolete: the feature has a Delete" Merge Action, it exists in the current part and it will be deleted by the merge operation.

The Merge Behavior column is populated by Share Assistant and is shown by Merge Assistant too because the merge behavior affects the computation of the merge action.

The Action input box is used to reassign a Merge Action. The Edit Column indicates whether the Merge Action for that item can in fact be edited with Merge Assistant. An asterisk in it can be modified.


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The Show Conflicts checkbox filter the list to show only items reported as Conflict or Older, helping you focus on the object that, if merged, would clobber changes you made to your cfeatures.

Avoiding the clobbering of your changes.

With Merge Assistant active, you can turn on the option Force Manual Resolution of Conflicts (see Share and Merge Assistants Settings). Merge Assistant will not assign a Merge Action t

object reported as Conflict or Older. Instead, the Merge Action is set to Resolve, meaning that you must decide whether you want to get the version form the briefcase or keep yours.

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If you try and merge a briefcase with unresolved conflicts, Merge Assistant interrupts the operation and notifies you with the message shown below.

You can use the Action input box to assign an appropriate merge action to the conflicting objects.

Tip: to easily find the unresolved conflicts, check the option Show Conflicts and then sort the list on the Action column. Now look for the objects marked as Resolve.

Resolving Conflicts with the Merge Assistant


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This example illustrates a lightweight and informal methodology that uses Merge Assistant and other Collaborative Design tools to detect and resolve conflicting changes to a set of shafeatures.

John Jane

John has a part with a shellable prism

Jane has the exact same part.

John makes some changes to the prism and to the associated sketch. Jane makes some changes of her own to the prism. She also modify the associated sketch.


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John shares the shell properties and the prism.

Jane ties to merge the briefcase but she is notified that there are conflicts that need herconsideration. Since John's changes would overwrite her own, the Merge can not be complethe conflicts are solved.


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Jane uses the Show Conflicts filter to find the troublesome object.

Jane decides to take John's changes to the prism attributes but to keep her version of the Suses Merge Assistant to specify the merge actions accordingly.


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Now the Merge can proceed and the resulting model is the combination of John's and Jane's


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Now Jane wants to reconcile her parts with Johns. She searches for changes to feature she rfrom other people and then modified.

The search finds that the sketch originally received form John has been modified. A briefcascontaining it is dispatched to John.


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time interval, the software will check to see if any new briefcases are in the briefcases To

Merge list. If any exist, they are automatically selected and merged in the order they were

received.

Auto Share can be turned on individually or be both on at the same time.

Turning on Auto Share

1. To turn on Auto Share, go to the Collaborative Design Settings panel.

2. Check the option Auto Share in the Share Briefcase section.

3. Enter the time interval that determines how often the internal feature tracker should

check for modifications. In the example, the interval is set to 1 minute.

Turning on Auto Merge

1. To turn on Auto Merge, go to the Collaborative Design Settings panel.

2. Check the option Auto Merge in the Briefcase Merge section.

3. Enter the time interval that determines how often the application should check for yet-

to-be-merged briefcases. In the example the interval is set to 1 minute.


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If you have more than one open document in your CATIA session, they use the active

document.

Auto Share and Auto Merge are not executed if at the time scheduled you are using an

interactive command, to avoid capturing or modifying data being edited by you.

Auto Merge applies to all kind of briefcases, not only to those generated by Auto Merge.

The content of briefcases generated by Auto Share is similar to the content of those

generated by the Quick Share command.

For more ways of tracking and searching changes, see the Share Recent Changescommand.


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Use Cases

Use Case: Creating an Engine Head and its Mold

Use Case: Quick Share, Auto Share and Auto Merge

Use Case: Share and Merge Assistant

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Use Case: Creating an Engine Head and its Mold

The scenario described below aims at illustrating the use of CATIA Instant Collaborative Design. This scenario shows the developma part by a designer and the creation of a mold based on this part by another designer.

Two different designers take part in this scenario:

This symbol is used throughout the scenario to symbolize the part designer.

This symbol is used throughout the scenario to symbolize the mold designer.

1. Open the Enginehead.CATPart file.

2. From the Tools->Options menu, access the Infrastructure->CollaborationInfrastructure category.

3. In the Network tab, check the Client/Server Mode to specify the selected communication mode and enter the

connection settings in the Connectivity tab.

4. In the Collaboration Server Connect dialog box, enter your name, password and role. Click OK when done.

5. Click the Workspaces icon ( ).

6. Click the New button in the Workspaces dialog box to create a new workspace. Fill in the fields (see below).

7. Select the workspace you have just created and click the Join button to join it. The workspace status turns to Ac

Click Close when done.

1. From the Tools->Options menu, access the Infrastructure->CollaborationInfrastructure category.

2. In the Network tab, check the Client/Server Mode to specify the selected communication mode and enter the

connection settings in the Connectivity tab.

3. In the Collaboration Server Connect dialog box, enter your name, password and role. Click OK when done.

4. Click the Workspaces icon ( ).

5. Select the Engine Head workspace and click the Join button. Click Close when done.

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8. From the Start->Mechanical Design menu, access the Functional Molded Part workbench.

9. In the specification tree, right-click the Base Profile located below the Sketches node and select the Hide/ Show

command. The following sketch displays:

10 . Click the Shellable Feature icon ( ) and click the Base Profile sketch. The Shellable Feature dialog box displ

r Click the Draft tab and select the Intrinsic to

feature option in the Draft behavior scrolling list.

r Click OK when done.

11 . In the specification tree, right-click the Mold Block Profile located below the Sketches node and select the

Hide/ Show command. The following image displays:

12 . Select the Mold Block Profile and click the Share Selected Entities icon ( ) in the Instant Collaboration toolb

The Briefcase window opens.

r Enter the subject of the briefcase: Mold Block Sketch.

r Check Show all check box to see all the entities.


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r Click OK when done. The briefcase is sent to the cast designer.

13 . In the specification tree, right-click the Top Cut Surface located bottom of the Sketches node and select the

Hide/ Show command. The surface displays.

14 . Click the Cut icon ( ): The Cut window displays.

r Select the main body in the geometry: Shellable Prism.1 displays in the Features to cut field.

r Select the Top Cut Surface: Top Cut Surface displays in the Cutting element field.

r Click the Arrow located on the Top Cut Surface to reverse the direction.

r Check the Fillet Radius check box, set the radius to 8mm, and click OK when done.

15 . Right-click the Top Cut Surface in the geometry and select the Hide/ Show command to hide it.


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16 . Right-click the Mold Block Profile and select the Hide/Show command to hide it.

17 . Click the Main Body from the specification tree and click the Share Selected Entities icon ( ) in the Instant

Collaboration toolbar. The Briefcase window opens. Enter the subject of the briefcase: Main body and click OK . T

briefcase is sent.

6. From the Start->Mechanical Design menu, access the Functional Molded Part workbench and create a New

7. Click the Briefcases open/ close icon ( ) to list the existing briefcases. The ones you received display in the

Merge tab.

8. Click the Mold Block Sketch and click the Merge button. After you merged it, you would notice the entity you jus

merged disappeared and moved in Merged tab.

9. Select the Main Body and click Open button. Briefcase window appears. Check Show all check box to see which

entities you are receiving.


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10 . Click the Merge button.

11 . Select Body.1 in the specification tree and rename it to Mold Block.

12 . In the External Volume toolbar, click the Added Feature icon ( ). The Added Feature dialog box displays:

r Select the Mold Block Profile in the geometry.

r Set the First Length to 50 mm.

r Set the Second Length to 10 mm. Click OK when done.


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13 . Right-click the Mold Block and select the Hide/ Show command.

17 . Double-click the Shell Properties.1 located below the Functional Body.1 in the specification tree. The Shell Proper

dialog box displays.

r Select the Functional body: Cut.1\Face.1 displays in the Faces to remove field.

r Change the thickness to 1.2mm.


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19 . In the specification tree, right-click the Bottom Pocket Sketch located below the Sketches node and select the

Hide/ Show command.

20 . Click the Pocket icon ( ) and select the Bottom Pocket Sketch in the geometry. The Pocket window displays.

r Set the Floor length to 10mm in the Distance tab.

r In the Fillet tab, check the Floor radius check box, and set the radius to 2mm.

r Check the Protected volume check box.

r In the Wall Type scrolling list, select the Enter thickness option.

r Set the Thickness to 2mm.

r In the Draft tab, select Intrinsic to feature in the Draft behavior scrolling list. Click OK when

done.


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21 . Click the Pocket in the geometry and click the Share Selected Entities icon ( ) in the Instant Collaboration

toolbar. The Briefcase window opens. Enter the subject of the briefcase: Pocket and click OK . The briefcase is se

14 . Click the Briefcases open/ close icon ( ) to list the existing briefcases. The ones you received display in the

Merge tab.

15 . Select Shell Properties briefcase and click the Merge button.

16 . Select Pocket briefcase and click the Merge button.

17 . From the Start->Shape menu, access the Generative Shape Design workbench.

18 . Zoom in to enlarge your part.

19 . Right-click the Sketches node and select the Define In Work Object command.

20 . Select the Functional Solid.1\Face (see graphic below) and click the Offset icon

( ). The Offset Surface Definition window displays. Click OK to close the dialog box.

21 . Select the Functional Solid.1\Face\Main Body and click the Offset icon ( ). The Offset Surface Definition wind

displays. Click OK to close the dialog box.


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22 . Select the other Functional Solid.1\Face\Main Body and click the Offset icon ( ). The Offset Surface Definitio

window displays. Click OK to close the dialog box.

23 . Click the Join icon ( ). The Join Definition dialog box displays.

r From the specification tree, select Offset.1, Offset.2, and Offset.3.


24 . In the specification tree, right-click the Mold Block Profile (below the Geometrical Set.2 node) and select the

Hide/ Show command. The profile displays.

25 . Click the Mold Block Profile in the geometry and click the Fill icon ( ). The Fill Surface Definition dialog box

displays. Click OK when done.

26 . Right-click the Main Body in the specification tree and select the Hide\ Show command.


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27 . Zoom out, right-click the Mold Block Profile and select the Hide\ Show command.

28 . Click the Trim icon ( ). The Trim Definition dialog box displays:

r Select Join.1 from the specification tree.

r Select Fill.1 from the specification tree.


29 . From the Start->Mechanical Design menu, access the Functional Molded Part workbench.

30 . Right-click the Mold Block body in the specification tree and select the Hide/Show command. The body displays

31 . Right-click the Mold Block body in the specification tree and select the Define in Work Object command.

32 . Click the Divide icon ( ), the Divide dialog box displays:

r Mold Body will be selected in the Body to divide field.

r Select Trim.1 from the specification tree for Divide element.


33 . After the Divide, Divide Body.2 and Divide Body.3 were created. Rename them to Upper Mold Block and Lower M


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Block.

34 . Right-click the Mold Block in the specification tree and select the Hide/Show command to hide.

35 . Right-click the Lower Mold Block in the specification tree and select the Hide/Show command to hide.

36 . Right-click the Upper Mold Block in the specification tree and select the Hide/Show command to hide. And right

the Lower Mold Block in the specification tree and select the Hide/Show command to display.

37 . Right-click the Lower Mold Block in the specification tree, and select the Hide/Show command.

38 . Select the Main Body and select the Hide/Show command. The Main Body displays.

22 . In the specification tree, right-click the Middle Ribs Sketch located below the Sketches node and select the

Hide/ Show command. The Ribs sketch displays.

23 . Click the Rib ( ) icon and select the Ribs in the geometry. The Rib dialog box displays:

r In the Distance tab, set the First limit to To shell.

r Click the Reverse direction button.

r In the Wall Type scrolling list, select the Enter thickness option and set the thickness to 3mm.


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r In the Draft tab, set the Draft behavior to Intrinsic to feature.


25 . In the specification tree, right-click the Outer Ribs Sketch located below the Sketches node and select the

Hide/ Show command. The Outer Ribs sketch displays.

26 . Click the Rib ( ) icon and select the outer ribs in the geometry. The Rib dialog box displays:

r In the Distance tab, set the First limit to To Shell.

r Click the Reverse direction button.

r In the Wall Type scrolling list, select the Enter thickness option and set the thickness to 20mm.




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27 . Click the Share Selected Entities icon ( ) in the Instant Collaboration toolbar and select Rib.1 and Rib.2 in t

specification tree. The Briefcase window opens. Enter the subject of the briefcase: Ribs and click OK . The briefca

sent.

28 . In the specification tree, right-click the Center Hole Sketch located below the Sketches node and select the

Hide/ Show command. The Center Hole sketch displays.

29 . Click the Cutout ( ) icon: the Cutout window displays. Select the Center Hole Sketch in the geometry.

r In the Distance tab, set the Floor to Through All.

r Set the Wall Type to Enter thickness and set the thickness to 0.



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30 . Click the Cutout you have just created in the specification tree and click the Share Selected Entities icon (

the Instant Collaboration toolbar. The Briefcase window opens. Enter the subject of the briefcase: Center Hole an

click OK . The briefcase is sent.

31 . In the specification tree, right-click the Side Cutout Sketch and the Center Cutout Sketch located below the Sketc

node and select the Hide/Show command. The sketches display.

32 . Click the Cutout ( ) icon: the Cutout window displays. Select the Center Cutout Sketch in the geometry.

r In the Distance tab, set the Floor length to 28mm.

r Click the Reverse Direction button.



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33 . Click the Cutout ( ) icon: the Cutout window displays. Select the Side Cutout Sketch in the geometry.

r In the Distance tab, set the Floor length to 36mm.

r Click the Reverse Direction button.



34 . Click the two Cutouts you have just created in the specification tree and click the Share Selected Entities icon

( ) in the Instant Collaboration toolbar. The Briefcase window opens. Enter the subject of the briefcase: Cente

Side Cutouts and click OK . The briefcase is sent.

35 . In the specification tree, right-click the Bolt Hole Sketch located below the Sketches node and select the Hide/Sh

command. The Bolt Hole Sketch displays.

36 . Click the Cutout ( ) icon: the Cutout window displays. Select the Bolt Hole Sketch in the geometry.

r In the Distance tab, set the Floor to Through All.


37 . Click the Cutout you have just created (CutOut.4) in the specification tree and click the Share Selected Entitie

( ) in the Instant Collaboration toolbar. The Briefcase window opens. Enter the subject of the briefcase: Bolt

and click OK . The briefcase is sent. You are done with the design. Click here to display the result sample part.

http://c%7C/Inetpub/wwwroot/kayoR16/Doc/online/cd1ug_C2/samples/Final_Enginehead.CATParthttp://c%7C/Inetpub/wwwroot/kayoR16/Doc/online/cd1ug_C2/samples/Final_Enginehead.CATPart

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39 . Click the Briefcases open/ close icon ( ) to list the existing briefcases. The ones you received display in the

Merge tab.

40 . Click the Ribs briefcase and click the Merge button.

41 . Click the Center Hole briefcase and click the Merge button.

42 . Click the Center-Side Cutouts briefcase and click the Merge button.

43 . Click the Bolt Hole briefcase and click the Merge button.

44 . Expand the Functional Body.1 node and right-click Cutout.4 feature, select the Cutout.4 object-> Deactivate

command.

45 . Right-click Cutout.1 feature, select the Cutout.1 object-> Deactivate command.

46 . Select the Lower Mold Block in the specification tree, and select the Hide/Show command to display.

47 . Click the Fitting icon ( ), the Fitting dialog box displays:

r Click the Main Body. Main Body displays in the Tool body field.

r Set Clearance to 1mm and click OK when done.

48 . Right-click the Upper Mold Block and select the Define in Work Object command.

49 . Right-click the Lower Mold Block and select the Hide/ Show command.

50 . Right-click the Main Body and select the Hide/ Show command.

51 . Click the Fitting icon ( ), the Fitting dialog box displays:

r Click the Main Body. Main Body displays in the Tool body field.

r Leave Clearance and click OK when done.

52 . Right-click the Upper Mold Block and select the Hide/ Show command (see graphic below). Hide it again.


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53 . Right-click the Lower Mold Block and select the Hide/ Show command. The Lower Mold block displays. Click her

display the result sample file.

http://c%7C/Inetpub/wwwroot/kayoR16/Doc/online/cd1ug_C2/samples/Final_Enginehead_mold.CATParthttp://c%7C/Inetpub/wwwroot/kayoR16/Doc/online/cd1ug_C2/samples/Final_Enginehead_mold.CATPart

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Use Case: Auto Share, Quick Share and Auto Merge

is use case illustrates how Auto Share, Quick Share and Auto Merge can be used to incrementally propagate changes made to a 3D model to downstream application. In this example, Drafting is used as an example of downstr

plication. All the details of the modeling and drawing operation are omitted for sake of simplicity.

hn is working on a part and wants to give an head start to Jane, who is in charge of creating drawings, so to shorten their delivery schedule. Since they work in different location and can not easily share the part file on a network fe a collaborative design workspace to incrementally transmit a changes from John to Jane and incorporate. To further reduce the overhead of keeping their copies of the part synchronized, they decide to go for a "set and forget" aing Auto Share, Quick Share and Auto Merge.

u need to have Collaborative Design configured in Client/Server mode to execute this use case, and have access to two users on the server. The initial part for this use case is Flange.CATpart.

John Jane

ohn creates a workspace and adds himself and Jane as members.Jane creates a new CATPart and joins the workspace.

http://c%7C/Inetpub/wwwroot/kayoR16/Doc/online/cd1ug_C2/samples/Flange.CATParthttp://c%7C/Inetpub/wwwroot/kayoR16/Doc/online/cd1ug_C2/samples/Flange.CATPart

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ext John prepares a briefcase to share its current model with Jane. He uses the Add All button to select all theodies and features in the part.

Jane merges John's initial briefcase.


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ohn