CoCreate OneSpace 2007

Training

Model Manager 2007 User Training

Welcome!

Agenda

Model Manager overviewUser interface overviewUsing Model ManagerConclusion

1 Model Manager overview

This section covers:• Model Manager description

• How it differs from previously released CoCreate products

• How it can help you work

• A user interface tour

1.1 What is Model Manager?

Database

Model Manager is your Modeling connection to the database.

OneSpace Modeling

Model Manager

1.2 Key features

Enhanced Bill of Materials (BOM) functionality• Scan BOM

• BOM Editor

• BOM report wizard

Create new versions of Masterdata, or reuse existing MasterdataMore preferences to control the Model Manager user interfaceCreate tasks and schedule jobs

• Clash Analysis

• 2D Format Generation

• Plot

1.3 How does Model Manager help you work?

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Model Manager puts your data where it belongs—in a database.

Database

1.4 How does Model Manager differ from Desktop and from Design Data Manager?User interfaceBehind the scene

• More robust integration

Improved use model• Top-down save

Performance improvement

1.5 Starting Model Manager

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1.5 Starting Model Manager (2)

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1.5 Starting Model Manager (3)

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1.6 The Model Manager and Design Data Management menu panels

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1.7 Activate the Model Manager toolbar

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1.8 Accessing Model Manager functionality: the Model Manager toolbar Workspace

Save

Reload

Add Thumbnail

DB Properties

Reserve

Unreserve

Refresh Status All

Allow Edit

Save Snapshot

1.8 Accessing Model Manager functionality: the Modeling Structure Browser

1.9 Model Manager user interface tour

Workspace windowDynamic menusLoad windowRefresh Status buttonStatus informationSave windowOnline help

1.9.1 The Workspace window (1)

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1.9.1 The Workspace window (2)

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1.9.2 Dynamic menus

1.9.3 The Load window

1.9.4 The Refresh Status button

1.9.5 Status information

1.9.6 The Save window

1.9.7 Model Manager online help

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2 Database integrity

Components of database integrityPackage files v. 3D data format

2.1 Components of database integrity

Model uniqueness (system ID)Unique identifier for the databaseContents ID

2.2 3D data format

3D data formats vs. package files• Today’s training

2.2 3D data format (2)

3D data formats vs. package files, continued• Factors to consider

2.3 Preparing classroom data

LoadAssign new System IDSave it to the database

• Use the Rename Wizard to create unique names

2.3.1 Assign new System IDs2a2a

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2.3.2 Save the model

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2.3.3 Rename assembly/parts

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2.3.4 Details

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2.3.4.1 Model Name

2.3.4.2 Shared objects

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2.3.4.3 Edit model name

2.3.5 Save 3D

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3 Finding data

Basic searchAdditional search fieldsSave your searches

3.1 Basic search

3.1 Basic search (2)

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3.2 Additional Search fields

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3.3 Save your search

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3.3 Save your search (2)

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3.3 Save your search (3)

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3.4 Modify your saved search

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3.4 Modify your saved search (2)

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3.5 Create a prompted search

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4 Loading objects with Model Manager

Load from the Model Manager WorkspaceThe Load windowCheck populated Details fields

4.1 Load from the Workspace window

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4.2 The Load window (1)

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4.2 The Load window (2)

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4.2 The Load window (3)33

4.2 The Load window (4)44

4.2 The Load window (5)

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4.2 The Load window (6)

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4.3 Load Options

4.3 Load Options (2)

4.3 Load Options (3)

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4.4 Tips: Loading

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5 Refresh status

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6 Adding thumbnails

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7 Editing preferences

7.1 The Workspace tab

7.2 The Thumbnail tab44

7.3 The Advanced tab

7.3 The Advanced tab (2)

7.3 The Advanced tab (3)

7.3 The Advanced tab (4)

7.3 The Advanced tab (5)

Show attachment folders for models and drawings andShow shares folders for models checked

Show attachment folders for models and drawings andShow shares folders for models not checked

8 Top-down saves in Model Manager

Save locationsModify a partPerform a top-down save Create a change note

8.1 Three ways to save

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8.2 Modify a part

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8.2 Modify a part (2)

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8.3 Top-down save

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8.3.1 Filter and Search

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8.3.2 Change note

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9 Database properties

9.1 Database properties: Edit and Full modes

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9.2 Database properties: Table Edit11

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10 Organizing Data

Topics: • Packets

• Projects

• Folders

• Favorites

10.1 PacketsPrimary form of data access controlLike envelopes

• Open and edit contents

• Seal and send to another person or group

• Remove unwanted items

10.1.1 Packet Terminology

Personal packetWorking packet

• Data saved in working packet

Reserved by Editable by me?

Referenced in packet Someone else No

Reserved in packet Me Yes

Unreserved from packet No one No

10.1.2 Packets and work states

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10.1.2.1 Working Packet88

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10.1.3 Copy/paste object(s)

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10.1.4 Cut/paste object(s)

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10.1.5 Drag and drop an object

Single objects only

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10.1.6 Send a packet

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10.2 Projects

Organize and assign roles for folders and documentsEnabled by system administrator

10.2.1 Project RolesControl who can access and change projects, folders, and documentsDefault roles

• Project Manager – all permissions within the project• OWNER – owns the project and has all permissions for the project• Folder Creator – may create new folders• Document Author – may create and change documents• Document Reader – may view and save subprojects, folders, documents

and files• Releaser – may change a document’s state to released• Part Releaser – may change a part’s state to released• Locker – may change a document’s state to locked• Approver – may change a document’s state to approved• Designer – may create and change documents, view and save

subprojects, folders, documents, and files• Part Designer – may create and change parts

10.2.1.1 Roles and permissionsRole Change state Create folder Create/Modify

documentView projects, folders, documents

Project Manager Yes Yes Yes Yes

OWNER Yes* Yes* Yes* Yes*

Releaser Released only No No Yes

Part Releaser Released only No No No

Locker Locked only No No Yes

Approver Approved only No No Yes

Folder Creator Yes Yes Yes Yes

Document Author Yes No Yes Yes

Document Reader No No No Yes

Designer No No Yes Yes

Part Designer No No Parts only Yes

* OWNER role only has full permission on items they own

10.2.2 Creating Projects

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10.2.3 Create a Project and Modify Roles

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10.2.3 Create a Project and Modify Roles (2)

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10.2.3 Create a Project and Modify Roles (3)

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10.2.4 Controlling Project

The project whose roles control access to an itemA packet controlled by a project is governed by the project’s roles

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10.2.5 Project Views and Visibility

Project view – items visible in the projectAn item can be visible in more than projectItems visible in a project view might or might not be controlled by the project

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10.2.5 Project Views and Visibility (2)

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10.2.5 Project Views and Visibility (3)

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10.2.6 Restoring the Confirmation Dialog

10.3 Folders

Organize documents and folders in foldersInherit project’s roles

• Cannot assign roles or permissions directly to folders

10.4 Favorites

Your custom view of the dataAlways includes My Subscriptions and My PacketsMay include other items

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10.4.1 Organize Favorites

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11 Working in teams

Reserving and unreserving objectsSubscriptionsNotificationsRunning Model Manager and Drawing Manager standalone

11.1 Reserving and unreserving objects

You must reserve an object before you can edit itOnly one person can reserve an object at a timeYou must unreserve a reserved object before someone else can edit it

11.1.1 Reserving and unreserving activity

You are ready to perform a teamwork exercise in Model Manager. With a partner, follow the directions below to:Find a part Reserve a part Modify a part

11.1.1 Reserving and unreserving activity (2)

You are ready to perform a teamwork exercise in Model Manager. With a partner, follow the directions below to:Find a part Reserve a part Modify a part

11.2 Subscriptions

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11.3 Notifications

Let you know when you are working on an older versionCompare your session data with the database data

• Interval determined in your preferences

Use Refresh Status All in Modeling to trigger a refreshA pop-up dialog alerts you when you are working on an older version

11.3.1 Exploring Notifications

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11.3.1 Exploring Notifications (2)

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11.4 Investigating conflicts

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11.4 Investigating conflicts (2)

11.5 Resolving conflicts

Assign new SysID to local modelReplace local model with DB modelReplace DB model with local model (DB Overwrite or New Version)

11.6 Model Manager and Drawing Manager standalone

Start from the Windows Start menuCreated for non-CAD team membersInstall from Software Distribution ServerLaunches 3D Access, Model Explorer, or Modeling to view modelsLaunches 2D Access, Drafting, or Annotation to view drawingsLimitations

• Cannot save drawings, models, or assemblies

• Cannot send a BOM view to Annotation

12 Reload 3D

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12 Reload 3D (2)

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12 Reload 3D (3)

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13 Update

13 Update (2)

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13 Update (3)

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13 Update (4)

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13 Update (5)

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14 Partial Load

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14 Partial load (2)

15 Using snapshots11

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15.1 Saving a snapshot

15.1 Saving a snapshot (2)

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16 Replace by version

16.1 Replace by version

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16.1 Replace by version (2)

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17 Lightweight models

Graphical representation of a 3D model, without the geometryAutomatically saved starting with Modeling 2007Benefits of Lightweight models when working with very large assemblies

• Load models faster and in less memory than full 3D models

• See the visual context around the models on which you are working

• Select models for reload visually rather than trying to identify them from a partial load structure

Limitations of Lightweight models• Can’t modify a Lightweight model

• Can’t generate an eDrawings or XVL file from a Lightweight model

• Can’t use Lightweight models and simplifications together

17.1 Load Lightweight models

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17.2 Change load type

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18 Model Manager in Annotation

Start AnnotationCreate an Annotation drawingSave an Annotation drawingLoad an Annotation drawingModify associated 3D dataSave modified Annotation drawing

18.1 Start Annotation

18.2 The Model Manager 2D toolbar

Workspace

Save

Add Thumbnail

DB Properties

Reserve

Unreserve

Update Titleblock

18.2 The Model Manager 2D toolbar (2)

18.3 Create and save a drawing (1)

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18.3 Create and save a drawing (2)

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18.3 Create and save a drawing (3)

18.3 Create and save a drawing (4)

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18.4 Modify 3D object and update 2D drawing

Delete 2D and 3D dataModify 3D objectUpdate 2D drawingSave 3D and 2D

18.4 Modify 3D object and update 2D drawing (2)

18.4 Modify 3D object and update 2D drawing (3)

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18.4 Modify 3D object and update 2D drawing (4)

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18.4 Modify 3D object and update 2D drawing (5)

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18.4 Modify 3D object and update 2D drawing (6)

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19 Title blocks

19.1 Create and place text on drawing

19.2 Customize text

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19.3 Modify the text reference

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19.3 Modify the text reference (2)

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19.4 Modify title block frame type

20 BOM Editor

MasterdataScan BOMAdd Child partAssign position numbersView BOMEdit BOMCompare BOMsBOM CheckpointsBOM SplitsOptions, Views, and EffectivitiesBOM Report ConfigurationsExport BOM

20.1 Masterdata

Masterdata for part #101

Masterdata for part #102

3D model

Gear.sd2D drawing of gear

Gear.mi

Material A Material B

20.2 Scanning a BOM

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20.2 Scanning a BOM (2)

20.2 Scanning a BOM (3)

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20.3 Add new child part to a BOM

Automatically link new Masterdata to top-level MasterdataManually place existing Masterdata under top-level Masterdata

20.3.1 Automatically link new Masterdata element to top-level Masterdata

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20.3.2 Manually place existing Masterdata under top-level Masterdata

20.4 Assigning position numbersdd

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20.5 Viewing a BOM report

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20.5 Viewing a BOM report (2)

20.5 Viewing a BOM report (3)

20.6 Editing a BOM

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20.6 Editing a BOM (2)

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20.7 Comparing BOMs

20.7 Comparing BOMs (2)

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20.8 BOM Checkpoints (2)

20.9 BOM Splits

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20.10 Options, Views, and Effectivities

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20.10 Options, Views, and Effectivities (2)

20.10 Options, Views, and Effectivities (3)

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20.11 Report Configurations

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20.12 Exporting a BOM Report

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20.12 Exporting a BOM Report (2)

21 Managing Design Simplifications

Simplified representation of a part or assembly• Obscures details

• Faster loads

Can’t create a simplification of a Lightweight model

21.1 Saving a simplification

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21.1 Saving a simplification (2)

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21.2 Verify simplification

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21.3 Load a simplification

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Common Task InformationCreate a task: Clash AnalysisCreate a task: 2D Format GenerationCreate a task: Plot

22 Tasks

22.1 Common Task Information

22.2 Create a task: Clash Analysis22 33 55

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22.2 Create a task: Clash Analysis (2)

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22.3 Create a task: 2D Format Generation

22.3 Create a task: 2D Format Generation (2)

22.4 Create a task: Plot

22.4 Create a task: Plot (2)

23 Conclusion

SummaryOther resources