Getting Started with Teamcenter · Chapter1: Star twithPLM WhendeployedinaTeamcenterenvironment,thedataisalwayscurrentandup-to-date.Support forPLMXMLalsoprovidesalightweight

SIEMENSSIEMENSSIEMENS

Teamcenter 12.1

Getting Started withTeamcenter

PLM00002 • 12.1

Contents

Start with PLM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Teamcenter introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Product designs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Working with product designs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Check out and check in product designs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Product documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4Working with product documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4Open documents using search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5Save changes to documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5

Product structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6Working with product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6View latest working structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6View a design for an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7

Business process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10Participating in business processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10Complete your assigned work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10Delegate your assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12Managing change processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13

Explore the platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Clients and integrations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Active Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Teamcenter rich client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Configure the Active Workspace home page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4Configure Teamcenter using preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6

Beyond getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Expand your knowledge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Extend the business support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Teamcenter installation and administration support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

Tips for using Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

PLM00002 12.1 Getting Started with Teamcenter 3

Chapter 1: Start with PLM

Teamcenter introductionTeamcenter is a virtual gateway to your company’s product information connecting all who need tocollaborate with product and process knowledge. Teamcenter enables you to digitally manage yourproduct and manufacturing data in the context of the product life cycle.

Start by managing and sharing product designs, documents, BOMs, and data in Teamcenter. Usestandardized workflows and change processes to streamline efficiency throughout your organization.

Product data control Product documentcontrol

Product structurecontrol

Process control

Note

Many of the examples in this collection of topics use the Teamcenter Active Workspaceuser interface. You can also use other Teamcenter clients such as the rich client andClient for Office.

Product designs

Working with product designsYou locate, open, interrogate, and mark up engineering designscreated by multiple CAD, CAM, and CAE systems.

Powered by the industry-standard JT file format, Teamcenter lifecycle visualization provides yourentire organization with the ability to view design data typically stored in CAD-data formats. This letsyou explore and validate product innovations and issues in a collaborative environment.

PLM00002 12.1 Getting Started with Teamcenter 1-1


When deployed in a Teamcenter environment, the data is always current and up-to-date. Supportfor PLM XML also provides a lightweight, extensible mechanism for sharing product data with otherSiemens PLM Software products and supported third-party applications.

Check out and check in product designs

Checkout and checkin basics

You can check items into and out of Teamcenter, reserving exclusive access and preventing the datafrom being modified by other users.

1-2 Getting Started with Teamcenter PLM00002 12.1


Start with PLM

• The Checkout option locks an item in Teamcenter, so that only you can modify it, but it stillallows others to view the item.

• The Checkin option releases the lock, allowing other users to access the item.

Check out a design

Before making a change to your design, you must first check it out. This locks the item and preventsothers from making a change at the same time.

1. Select the item you want to update.

2. From the toolbar, click Checkout .

In the Information panel, the object displays a Checked-Out property set to Y.

Now you are ready to open the item and make changes.

Check in a design

After you make a change to your design, you must check it in. This unlocks the item and allows othersto check it out and make changes.

1. Select the item you want to check in.

2. From the toolbar, click Checkin .

The Checked-Out property is updated.


Start with PLM


Product documents

Working with product documentsProduct documents support all aspects of a product from productdocumentation, product planning, and testing results.

You can manage Teamcenter documents in real time throughMicrosoft Office Word, Excel, PowerPoint, and Outlook.

Using the Microsoft work environment allows more people throughoutthe extended enterprise, including partners and suppliers, toparticipate in product life cycle processes.

A custom Teamcenter tab appears on the ribbon in Word, Excel, and PowerPoint. In Outlook, eachopen message contains the Teamcenter tab on the ribbon. You manage Teamcenter documents inMicrosoft Office.



Start with PLM

Note

In addition to Microsoft Office files, you can open and work in many different file types. Forexample, you can work with Adobe Acrobat PDF files from the Teamcenter rich client orActive Workspace.

Open documents using search

Using this method, you can open any Microsoft Office file from any of the Office applications. Forexample, if you are running Word, you can open a file in Word, Excel, PowerPoint, or Outlook.

1. From the Office application Teamcenter tab, choose Navigation and View→Search .

2. In the Advanced Search dialog box, select Dataset for the query type and type the values forthe fields in the query form to filter your search.

3. Click Find to search.

4. From the results list, right-click the Office file and choose Open and Check-out File to checkout and edit the file.

The document associated to the Office file is opened in an Office application window with theappropriate access.

Save changes to documents

Do not use the Microsoft Office save command to save to Teamcenter. This only saves the file locally.To save and check in your updates, use the Teamcenter Save command.

1. With the file open for editing, click Save on the Teamcenter tab.

A status message displays a progress indicator.


Start with PLM


2. When a confirmation message asks if you want to check in the file, click Yes.

The check mark is removed from the right of the file name.

Product structures

Working with product structureTeamcenter enables you to define a single generic product structurefrom which an entire range of product variants can be derived.

You can use variant conditions, constraints, and revision rules toconfigure your product structure.

• Variant conditions enable you to define the components that can be configured to create specificproduct variants.

• Constraints enable you to reduce the number of variants that your platform can support on atemporary or permanent basis. In addition, option compatibility constraints can be used to specifythat certain combinations of option values are not offered.

• Revision rules enable you to manage changes to the structure resulting from new revisions ofsubassemblies and components. For example, you can define revision rules that configure thestructure based on a specific effective date or based on the release status of the components.

A company offers personal computers by enabling customers to choose:

• 8 processor options

• 2 audio options

• 4 memory options

In this scenario, the company has 1,536 possible product variations and you can use classic ormodular variants to avoid the need to create 1,536 individual product structures. An example of avariant condition would be the configuration of a Pentium 4 as a fast processor and Celeron as astandard processor. An example of a hard constraint would be the company's decision not to offer apremium audio system on any of its low-end PCs.

View latest working structure

Find and view the proper configuration on your product structure before making structure changes.

1. Click the current revision rule displayed next to your user name and role and select the Latestworking revision rule.



Start with PLM

2. Type your search text in the search box and click Search or press Enter on your keyboard.

3. Select and open the assembly, and then click the Content tab to show the content of the structure.

View a design for an assembly

Find, open, and view a spindle motor assembly, and then rotate the model to see different aspects.

1. Type motor in the search box and click Search .

2. In the search results, select the Spindle Motor Assembly, and click Open .

The Spindle Motor Assembly page lists the components and displays information and tabs.


Start with PLM


3. Click the Viewer tab.

4. Drag the image to rotate, pan, or zoom.



Start with PLM

Note

You switch between rotate, pan, and zoom using the command icon.

5. In the assembly list, select the Motor Shaft component to see it in place in the assembly.

Note

If you have Teamcenter lifecycle visualization or other visualization-capable clientsconfigured for your system, you can open the assembly in those applications.


Start with PLM


Business process

Participating in business processesWorkflow is the automation of business processes to accomplish anobjective.

A workflow process is initiated by a user by submitting an item tothe workflow.

Workflow tasks, such as approvals (signoffs), reviews, andassignments to complete work, are assigned to users.

In a simple workflow, as shown in the following diagram, the start step leads to an work assignmenttask. The work assignment task leads to a review task that returns to the work assignment task if thework is not approved. When the work is approved, it is released and then progresses to a finish step.

All tasks in a workflow are automatically sent to the inbox of the responsible participant.

Complete your assigned work

Complete an assignment task

An assignment task, also called a Do task , provides instructions to complete your work. Thisexample assumes you are using Active Workspace.

1. Click the Inbox tile on the home page.

The Inbox page is displayed with the My Tasks selected.

2. Click the Do task you want to perform.

The work area displays the Overview tab with properties of the task, including a brief descriptionand a list of attached objects.

3. Click the Workflow tab to see all the steps in the process.



Start with PLM

4. Click Perform Task .

The Perform Task pane is displayed.

5. (Optional) Add comments.

Comments are saved automatically without requiring completion of the task.

6. After you complete the task instructions, click Complete at the bottom of the Perform Task pane.

Complete a signoff task

You can approve, reject, or comment on a signoff task in your inbox.


2. Click the My Tasks tab.

3. Click the signoff task .

The work area displays the properties of the task, including a brief description and a list ofattached objects.

4. Click the Workflow tab to see all the steps in the process.

5. Click the Overview tab.

6. Click Perform Task .

7. Follow the instructions to review items.

8. (Optional) Enter comments.

9. Click Approve or Reject.

The signoff task is removed from your inbox.

Note

If you find issues with the review and reject the item, the item returns to the previoustask for more work.


Start with PLM


Delegate your assignments

Forward your assignment

You can set up the automatic reassignment of any tasks that you receive during a set period of timeto another user. For example, you can assign any tasks you receive while on vacation to anothermember of your team.

1. In the upper left corner of Active Workspace, click your name to display the option menu, andthen choose Profile.

2. On the right, click Forward Tasks (Out of Office) .

3. Use the Start Date and End Date boxes to specify the length of time for the delegation.


4. Click Add , and in the New Recipient box, type the name of the user to whom you want toforward your tasks.

5. Select the user from the list and click Set.

Your forward delegation appears in the Forward Tasks (Out of Office) area of your profile page.

Tip

The Out of Office value is set to True or False depending on whether the forwarddelegation is currently in effect. For example, it is False if you set the forwarddelegation for a future date.

Assign your work to another user

You can reassign any task that has not already been started.


2. Click the My Tasks tab.



Start with PLM

3. Click a task.


4. Click Reassign Task .

5. Select a new user from the list.

6. In the Comments box, type any comments. For example, add comments explaining why you arereassigning the task.

7. Click Reassign.

The task no longer appears in your task list.

Managing change processes

Introduction to change management

Teamcenter provides you with the ability to identify, approve, sequence, and validate productenhancements throughout a product’s entire lifecycle.

The basic business process can be divided into four phases for managing changes. You canconfigure the business process for your company’s needs.

Many participants are involved in identifying, managing, and resolving a change incident, includingrequestors, analysts, and the different review boards. The industry-independent best practices ofCMII are the foundation of the change management business process.

What is a change?

Three main types of change objects implement the key elements of Change Manager.


Start with PLM


A problem report (PR) contains the data that defines the problem, the enterprise change request(ECR) contains the analysis of the impact of the problem, and the engineering change notice (ECN)contains the data for the implementation of the solution.

Anyone who uses Teamcenter can create a PR to identify and formally track an issue with your productinformation. Others who are involved in the change process can review and confirm the problem andprovide input into what business objects must be updated to resolve the issue. Members of a changereview or change implementation board can review and approve or disapprove the changes.



Chapter 2: Explore the platform

Clients and integrationsTeamcenter provides a variety of clients and integrations to meet the needs of your organizationand users. These two clients get you started.

Active Workspace A web client that brings a broad set of Teamcenter functionality to a wide rangeof browsers and mobile devices with a browser that supports HTML5 andCSS3. The client features a simplified interface that is highly configurable toan industry, group, role, or individual user.

• The user experience revolves around the tasks and data most relevant touser needs and interaction.

• Functionality is brought to the user in a way that supports informeddecision making and the ability to carry out work assignments for theuser’s industry and role.

• Data is presented in terms that users recognize and easily understand.

• The new search experience unlocks the data you have access to andmakes finding data fast and convenient.

• Interaction supports traditional mouse-driven computers or the touchdisplay found on Windows 8 devices, iPads, and Android OS tablets.

Teamcenter richclient

A platform-independent client implementation (Java application) for userswho interact frequently with Teamcenter, runs on client hosts, and serves asa gateway to your company's product information. Though targeted for useby all users, the rich client works well for both power users and applicationadministrators who:

• Manage the design and configuration of product data.

• Create and maintain processes and process structures.

• Configure and maintain Teamcenter.

Active WorkspaceActive Workspace features a simplified interface that is highly configurable to an industry, group,role, or individual user.



Note

Your home page may look different than the example. In addition, when Active Workspaceis embedded in another application, some functionality may not be available. For example,when Active Workspace is embedded in the Teamcenter rich client, the Sign out button isremoved.

Active Workspace is a minimal-install web client that brings a broad set of Teamcenter functionality toa wide range of browsers and mobile devices. Active Workspace benefits include:

• Requires minimal installation.

• Requires no plug-in, such as ActiveX or Java.

• Leverages the capabilities of a browser to provide a highly interactive client, including 3Dvisualization without any client installation.

• Runs on virtually any device with a browser that supports HTML5 and CSS3.

• Performs well even with high latency connections or massive amounts of data.

Teamcenter rich clientTeamcenter rich client features a rich product interface that presents both product managementcapabilities as well as application administration configurability in one platform. The complexityand robustness of the capabilities available make this interface more suitable to power users andapplication administrators.

The rich client interface has a standard menu bar and toolbar with options that vary dependingon the currently active application perspective. You can place the cursor over a rich client toolbarbutton to display a tooltip description.



Explore the platform

1 Back and Forwardbuttons

The Back and Forward buttons allow you to move between loadedTeamcenter applications. The small arrows next to the buttons let youselect from the list of currently loaded applications.

2 Application banner The application banner shows the name of the active application andlists the current user and role. You can double-click the user and roleto display the User Settings dialog box in which you can change yourcurrent role if multiple roles are available to your user.

3 Search box The Search box provides predefined quick searches using dataset,item ID, item name, keyword search, and advanced search features.

4 Navigation pane The navigation pane provides quick access to the data you use most.In addition to finding, organizing, and accessing your data, you canconfigure the display of the Teamcenter perspective buttons in thenavigation pane to display only those perspectives that you useregularly to perform your tasks.

Click the reorder button above the Search box to display theNavigation Section Ordering dialog box that lets you hide sectionsor change the order of sections in the navigation pane.




5 Application pane The application pane displays the application perspectives that areopen in your Teamcenter session. By default, the Getting Startedapplication perspective displays a single Getting Started view.

Note

Application perspectives are composed of views that canbe moved elsewhere in the Teamcenter window or canbe dragged to the desktop. Such detached views remainconnected to Teamcenter and continue to function inconcert with other views.

6 Getting Startedapplication button

Provides access to the Getting Started application.

7 Application buttons Application buttons provide access to your most frequently usedTeamcenter application perspectives.

8 Application buttonbar

The application button bar provides access to Teamcenter applicationbuttons that do not fit in the application button area of the navigationpane.

9 Clipboard button The clipboard button displays the Clipboard Contents dialog box,which contains references to objects that have been cut or copiedfrom your workspace. The total number of objects on the clipboard isdisplayed to the right of the symbol.

Configure the Active Workspace home pageThere are many ways to configure the user interface. Here are a few ways you can give the ActiveWorkspace home page the look you want.

Resize a tile

You can make the tiles larger or smaller to accomondate the number of tiles on your home page.

1. Right-click the tile, or press and hold the tile on a touch device, until you see additional controlson the corners of the tile.

2. Click the arrow button in the lower-right corner of the tile you want to resize.

3. To save your changes, click in a blank area on the home page.




Pin an object to the home page

You can pin object tiles and saved searches to your home page.

1. Select an object from a page such as your favorites or search results.

2. On the toolbar, click the Pin button .

The object appears as a tile on your home page.

Unpin a tile from the home page

Note

Be careful which tiles you unpin. Most home page tiles require you to use the rich clientto recover the tile.

1. Right-click the tile, or press and hold the tile on a touch device, until you see additional controlson the corners of the tile.

2. Click the Unpin button in the upper right corner of the tile.

Rearrange tiles

You can drag tiles from one location to another, and create new groupings of tiles.

Note

To select a tile to be moved, right-click with the mouse, or press and hold on touch devices.

To move a tile from one group to another:

1. Select a tile.

2. Drag it to the new group and position near an existing tile, until you see the outline indicatingthe new tile position.




To move a tile and create a new group:

1. Select a tile.

2. Drag it to an area between existing groups until you see the vertical bar indicating the the newgroup position.

The tile is displayed in the new group.

Configure Teamcenter using preferencesYou can control Teamcenter behavior and display using options and preferences.

• Teamcenter provides thousands of preferences that you can use to configure the product toyour specific needs.

• End users and administrators can configure many aspects of a session, such as the checkoutdirectory and how often Teamcenter checks for new system mail. Preferences can apply to theentire site, a specific user, a group, or a role.



Chapter 3: Beyond getting started

Expand your knowledgeBased on your role and interests, explore these four areas of Teamcenter.

Getting Started withMechatronics ProcessManagement

Embedded SoftwareSolutions

Wiring Harness DesignTools Integration

Smart Discovery and4th Generation Design

Classification

Getting Started withProduct Visualization

Working with 2DImages

Working with 3DModels

ECAD Quick Tour

Using the ECADViewer

Simulation ProcessManagement

Client for Office

Content Management

Getting Started withProduct Structure

Structure Manager

Multi-StructureManager

Product Configurator

Relation Browser

Workflow Viewer

Change Manager

Issue Manager

Schedule Manager

Dimensional Planningand Validation Tutorial



Extend the business supportInvestigate these five areas of Teamcenter.

Getting Startedwith SystemsEngineering

SystemsEngineering

As-Built Manager

Service Execution

Service Manager

Service Planner

Service Scheduler

ManufacturingProcess Planner

Part Planner

ResourceManager

ResourceBrowser

VendorManagement

Getting Startedwith AutomotiveEdition

Getting Startedwith ConsumerPackaged Goods

Aerospace andDefense Solution

ManagingMaterials



Beyond getting started

Teamcenter installation and administration supportHere are some resources to help you get started.

Server installation for:Windows, UNIX/Linux

Client installationfor: Windows, Linux,Macintosh

Teamcenter Upgrade

TeamcenterEnvironment ManagerHelp

Web ApplicationDeployment

Dispatcher ServerInstallation

Security ServicesInstallation/Customization

System Administration

Environment VariablesReference

Utilities Reference

Configure yourbusiness data model inBMIDE

Query Builder

Report Builder

Getting Started withDispatcher

TeamcenterLocalization

ApplicationAdministration

Security Administration

Access Manager

Organization

Project and Program

Workflow Designer

DocumentManagement

Classification Admin

SubscriptionAdministration

Validation Manager

Getting Started withCustomization

Rich ClientCustomization

Server Customization

Teamcenter Services


Beyond getting started

Chapter 4: Tips for using Help

• To show or hide the table of contents, click Show/Hide topics to the left of Home .

• To build complex search queries and see search tips, click Advanced Search.

• You can right-click any link, and select Open in new tab or Open in new window.

• Use your browser bookmark to save the location of a topic.

• Share a topic by copying the http address and sending it to a colleague.

• To send us feedback on the active Help page, click at the bottom of the page andtype your feedback.


Siemens Industry Software

HeadquartersGranite Park One5800 Granite ParkwaySuite 600Plano, TX 75024USA+1 972 987 3000

AmericasGranite Park One5800 Granite ParkwaySuite 600Plano, TX 75024USA+1 314 264 8499

EuropeStephenson HouseSir William Siemens SquareFrimley, CamberleySurrey, GU16 8QD+44 (0) 1276 413200

Asia-PacificSuites 4301-4302, 43/FAIA Kowloon Tower, Landmark East100 How Ming StreetKwun Tong, KowloonHong Kong+852 2230 3308

About Siemens PLM Software

Siemens PLM Software, a business unit of the SiemensIndustry Automation Division, is a leading global providerof product lifecycle management (PLM) software andservices with 7 million licensed seats and 71,000 customersworldwide. Headquartered in Plano, Texas, SiemensPLM Software works collaboratively with companiesto deliver open solutions that help them turn moreideas into successful products. For more informationon Siemens PLM Software products and services, visitwww.siemens.com/plm.

© 2018 Siemens Product Lifecycle ManagementSoftware Inc. Siemens and the Siemens logo areregistered trademarks of Siemens AG. D-Cubed,Femap, Geolus, GO PLM, I-deas, Insight, JT, NX,Parasolid, Solid Edge, Teamcenter, Tecnomatix andVelocity Series are trademarks or registered trademarksof Siemens Product Lifecycle Management SoftwareInc. or its subsidiaries in the United States and in othercountries. All other trademarks, registered trademarksor service marks belong to their respective holders.

Documents

Getting Started with Teamcenter · Chapter1: Star twithPLM WhendeployedinaTeamcenterenvironment,thedataisalwayscurrentandup-to-date.Support forPLMXMLalsoprovidesalightweight