Teamcenter 10.

Materials Management Solution Guide

Publication Number
plm00198 B
Proprietary and restricted rights notice

This software and related documentation are proprietary to Siemens Product

Lifecycle Management Software Inc.
© 2013 Siemens Product Lifecycle Management Software Inc. All Rights Reserved.
Siemens and the Siemens logo are registered trademarks of Siemens AG. Teamcenter
is a trademark or registered trademark of Siemens Product Lifecycle Management
Software Inc. or its subsidiaries in the United States and in other countries. All
other trademarks, registered trademarks, or service marks belong to their respective
holders.

2 Materials Management Solution Guide plm00198 B

Contents

Proprietary and restricted rights notice . . . . . . . . . . . . . . . . . . . . . . . . . 2

Basic concepts of Materials Management . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Overview of Materials Management . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 1-1
Materials Management components you work with . . . . . . . . . . . . . . .. . . . . 1-2
Materials Management file formats . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 1-5
Materials analyst role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 1-6
Applying ITAR and IP protection to materials . . . . . . . . . . . . . . . . . . .. . . . . 1-7
Materials Management interaction with other Teamcenter applications . . . . . 1-7
Cross reference to other customer databases . . . . . . . . . . . . . . . . . . . .. . . . . 1-7
Materials Management workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 1-8

Installing and configuring Materials Management . . . . . . . . . . . . . . . . 2-1

Installing Materials Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Configuring Materials Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Importing and exporting Teamcenter materials . . . . . . . . . . . . . . . . . . 3-1

Importing materials into Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Exporting materials from Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Managing materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Creating a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Update a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Deleting a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Classifying a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Assigning materials to parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
Deleting materials from a part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6

Managing substances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Create a substance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Update a substance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Deleting a substance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Assigning substances to materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Deleting substances from a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4

Viewing and searching for Materials Management information . . . . . . 6-1

Viewing material and substance information . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Searching for Materials Management information . . . . . . . . . . . . . . . . . . . . . 6-1

Materials Management preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1

Materials Management Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1

plm00198 B Materials Management Solution Guide 3

Contents

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-1

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Index-1

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Chapter

1 Basic concepts of Materials

Management

Overview of Materials Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Architecture overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Materials Management components you work with . . . . . . . . . . . . . . . . . . . . 1-2

Substance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Types of materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Confidential materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Proprietary materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Nonlibrary materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4

Materials Management file formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5

MatML file format example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6

Materials analyst role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6

Applying ITAR and IP protection to materials . . . . . . . . . . . . . . . . . . . . . . . . 1-7

Materials Management interaction with other Teamcenter applications . . . . . 1-7

Cross reference to other customer databases . . . . . . . . . . . . . . . . . . . . . . . . . 1-7

Materials Management workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8

plm00198 B Materials Management Solution Guide

Chapter

1 Basic concepts of Materials

Management

Overview of Materials Management

The Teamcenter Materials Management solution stores approved material and
substance information imported from a third-party database (for example, Granta
and IMDS) into a materials library in the Teamcenter database. The materials and
substances can also be created by a materials analyst.
By storing the materials in Teamcenter, the Teamcenter materials library is
available for use by other Siemens PLM Software applications, rather than each
application owning individual material libraries.
The Materials Management solution is required to support Teamcenter Substance
Compliance. Materials Management provides the capability to designate the
substance composition of materials, so that regulatory compliance reporting can be
supported. For example, a Teamcenter part or BOM is sent to an external compliance
checker to verify if the part or BOM is compliant with specific substance regulations.
For more information about substance compliance, see the Substance Compliance
Solution Guide.
The imported information must be in the MatML format.
For more information, see Materials Management file formats.
By applying style sheets, the incoming material files are converted to TC XML
format.
A materials analyst role is provided in Materials Management to perform various
tasks, such as creating materials, exporting and importing materials, classifying
materials, and so on.
For more information, see Materials analyst role.
The system administrator can provide other Teamcenter users access privileges to
perform the materials management related activities. The system administrator
provides the access privileges using the access control list of the Access Manager
application.
For more information, see Providing access and command privileges to Teamcenter
users.

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Chapter 1 Basic concepts of Materials Management

Architecture overview
The Materials Management template is added over the Foundation template. All
new functionality is added to the Materials Management template. The Foundation
template is modified to support different relations, such as part to material relation.

Materials Management components you work with

Following are the different components of Materials Management:
• Substance

• Material

• Part

Substance
A substance is the basic form of matter that cannot be disintegrated further using a
mechanical or physical process, for example, iron, carbon, cadmium, and so on. Each
substance has a unique identifier called Chemical Abstracts Service (CAS) number.
For more information about CAS, see www.cas.org .
A business object, Mat1Substance, is provided by Materials Management to
represent the substance data.
For more information about business objects, see the Business Modeler IDE Guide.
A unique substance object, called unknown, is available in the Teamcenter
materials library. The CAS number of this substance is 0000-00-0. This unique
substance is used as the main and only constituent of proprietary material. Rolling
up the amount of unknown substances gives the total undisclosed mass of a part.
This substance also triggers an Unapproved compliance status when used with the
Substance Compliance solution.
One or more substances are combined to form a material. The composition of a
substance in a material can be definite or in range. For a given substance, a material
revision is related to the substance through the Mat1UsesSubstance relation.
For more information regarding creating substances, updating substances, and
relating substances to material, see Managing substances.

Material
A material is made of one or more substances. For example, carbon steel, cast
iron, and so on. Each material to substance relation contains composition that can
be definite or in range.
A business object,Mat1Material, is provided by Materials Management to represent
the material data. The material is represented as a subclass of Item in Teamcenter.
For more information about business objects, see the Business Modeler IDE Guide.
One or more materials are combined together to form a part, which is stored as an
item in Teamcenter. For a given material, an item revision is related to the material
relation through the Mat1UsesMaterial relation.

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 Basic concepts of Materials Management

For information regarding creating materials, updating materials, assigning

materials to parts, and so on, see Managing materials.
Example

The material carbon steel is comprised of three substances: iron, carbon,

and cadmium. In carbon steel, the composition of each substance is
specified in a range. It contains 80–90 percent iron, 5–10 percent carbon,
and 5–10 percent cadmium. The total amount of the substances must
add up to a minimum of 100 percent or else the material cannot be
approved to be used in a part.

Types of materials
Materials Management supports the following types of materials:
• Confidential materials

• Proprietary materials

• Nonlibrary materials

Confidential materials
Note Confidential materials functionality is available only when the Substance
Compliance solution is installed.

Confidential materials are those materials that a supplier certifies as not restricted
but wants the substance composition to be kept confidential for competitive reasons.
The supplier provides the substance breakdown of the confidential material;
however, only authorized users can access the material composition. To other
Teamcenter users, only the name of the material is displayed.
The authorized users must be a part of the accessor user group and role
defined by the SUBSCMPL_confidential_material_accessor_roles and
SUBSCMPL_confidential_material_accessor_groups preferences respectively.
Substances of a confidential material are eligible for a substance compliance check
only when initiated by a compliance officer.
For information about the role of a compliance officer, see the Substance Compliance
Solution Guide.

Proprietary materials
Note Proprietary materials functionality is available only when the Substance
Compliance solution is installed.

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Chapter 1 Basic concepts of Materials Management

Proprietary materials are those materials that a supplier certifies as not-restricted

but wants the substance composition to be kept confidential for competitive reasons.
The supplier does not provide the substance breakdown of a proprietary material.
A Teamcenter user cannot see the material composition. The supplier provides a
certificate, such as a waiver, stating that the supplier takes complete responsibility
for the material composition.
A proprietary material must be made up of the unknown substance available in the
Teamcenter materials library.

Nonlibrary materials
Nonlibrary materials are those materials that are not maintained in the Teamcenter
materials library. For these materials, the material mass and substance composition
are not declared.
There is only one nonlibrary material in the Teamcenter materials library.

Part
A part, such as a screw or a bolt, is made of one or more materials. Each part to
material relation contains the mass of the material.
A part is represented as an Item object in Teamcenter.
For more information about adding materials to parts, see Assigning materials
to parts.

The part, a screw, is comprised of two materials, carbon steel and cast iron. The
screw contains 0.005 kg of carbon steel and 0.002 kg of cast iron. The mass of a part
is equal to the sum of all the masses of the materials it contains.

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 Basic concepts of Materials Management

The materials, in turn, are comprised of different substances. Here, carbon

steel consists of iron, carbon, and cadmium. Cast iron is comprised of iron. The
composition of each substance is defined in a range.
Identical supplier parts can be made in different locations and of different
compositions. For example, one part can be comprised of Tungsten from Congo and
another part can be comprised of Tungsten from Romania. In such a case, different
vendor parts should be created in Teamcenter based on the locations.

Materials Management file formats

The following two file formats are used in Materials Management:
• MatML

• Teamcenter XML (TC XML)

Teamcenter XML (TC XML) is an extensible markup language used by Teamcenter.

For information about the TC XML file format, see the Data Exchange Guide.
MatML is an extensible markup language that is used for exchanging material
information.
For more information about MatML, see http://www.matml.org .
The materials and substances are imported from or exported to a third-party
database in the MatML file format. A style sheet is then applied to the MatML file
format to convert it to TC XML file format.
• The style sheet matml_to_tcxml.xsl style sheet located in the TC_DATA folder
is available by default. If this style sheet is used to convert MatML file format to
TC XML file format, it must be updated with the correct site ID.
For any change in the MatML schema or any change in the import format, the
style sheet must also be updated accordingly.

• MatML content imported into your local site from an external site (for example,
another Teamcenter site or Granta Design) is owned by the other site and is
not editable after the import.
Typically, the MatML content’s master site is the local site in which you are
working, unless you are importing a MatML file from an external site.

o If the materials are imported from an external site, such materials are
considered to be replicas and are not owned by local site. The properties
of these objects can be modified by the material import utility only if the
specified site is same as originating site. The properties of such material and
substances are not modifiable from user interface.

o If an originating Teamcenter site specified is the master site or local site

during the material import, the material and substance objects are local
objects and the properties of those objects can be modified only in the user
interface.

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Chapter 1 Basic concepts of Materials Management

Note The GSIdentity label for a materials is created in TC XML from its external
identifier. For example, for material revision, the label is created as a
combination of material revision and external identifier.
The GSIdentity labels for a substances is created in TC XML from its CAS
number.

MatML file format example

If needed, you can create MatML files. The following example provides a minimal
guide to creating a MatML file.
<?xml version="1.0" encoding="UTF-8"?>
<!–– use this tag to add comments to the XML document ––>
<!–– these are the minimal set of data needed to define a material in Teamcenter ––>
<MatML_DOC>
<Material>
<BulkDetails>
<Name>Lead alloy</Name>
<ExternalIdentifier>GRA-111111-114-1</ExternalIdentifier>
<!–– ExternalIdentifier must be unique in Teamcenter>
<SubstanceData property="5001">
<!–– 5001 is not used in Teamcenter.-->
<!–– 5001 links SubstanceData to SubstanceDetails in the next section -->
<Data format="exponential">65</Data>
</SubstanceData>
</BulkDetails>
</Material>
<Metadata>
<SubstanceDetails id="5001">
<!-- 5001 links to SubstanceData in previous section -->
<Name>Lead</Name>
<CasNumber>7439-92-1</CasNumber>
<!-- Must be unique in Teamcenter, if already exists -->
<!-- Teamcenter will use the object in its database -->
<Units description="" name="%">
<Unit>
<Name>%</Name>
</Unit>
</Units>
</SubstanceDetails>
<SubstanceDetails id="5002">
<Name>Lead stearate</Name>
<CasNumber>1072-35-1</CasNumber>
<Units description="" name="%">
<Unit>
<Name>%</Name>
</Unit>
</Units>
</SubstanceDetails>
</Metadata>
</MatML_Doc>

Materials analyst role

For the Materials Management solution, a materials analyst role is provided by
the Organization application.
For more information about roles, see the Organization Guide.
A materials analyst performs the following tasks:
• Imports material and substance information in MatML XML format from a
third-party database into the Teamcenter materials library.
For more information, see Importing materials into Teamcenter.

• Exports materials from Teamcenter.

For more information, see Exporting materials from Teamcenter.

• Creates, updates, deletes, and classifies materials.

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 Basic concepts of Materials Management

For more information, see Create a material, Update a material, Delete a

material and Classifying a material.

• Creates, updates, and deletes substances.

For more information, see Create a substance, Update a substance, and Delete
a substance.

• Assigns substances to materials.

For more information, see Assigning substances to materials.

• Deletes substances from a material.

For more information, see Delete substances from a material.

Applying ITAR and IP protection to materials

Standard access tree rules and authorized data access capabilities are applied to
materials. The Materials Management solution provides the ability to access the
material metadata and control access to the associated specifications and MatML
files using the ITAR and IP capabilities of Teamcenter.
Teamcenter ITAR and IP protection capabilities can be used to restrict access to
material objects based on licensing.
For more information, see the Security Administration Guide and the Authorized
Data Access License Guide.

Materials Management interaction with other Teamcenter applications

Materials Management interacts with other Teamcenter applications as follows:
• Installing Materials Management is a prerequisite if you implement the
Substance Compliance solution.
For more information about Substance Compliance, see the Substance
Compliance Solution Guide.

• Teamcenter XML framework supports the import and export of materials by

default by adding a new set of closure rules and transfer modes required for
the material business object.

Cross reference to other customer databases

Materials Management supports cross reference to other customer databases.
• The materials and substances information must be either defined in the system
by the materials analyst or can be imported from an external materials library.
The external identifier attribute is used for mapping materials and substances
from the external materials library to the Teamcenter materials library.

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Chapter 1 Basic concepts of Materials Management

• Materials along with substances information can be imported in bulk into the
Teamcenter materials library from an external database, such as Granta, IMDS,
and so on. The information is imported in MatML format.

Materials Management workflow

• Installing and configuring Materials Management
The system administrator installs the Materials Management solution.
For more information, see Installing Materials Management.
The system administrator then configures Materials Management as per site
working practices.
For more information, see Configuring Materials Management.

• Importing materials
The materials analyst imports the material and substance information from
third-party database. The imported information is in MatML format that is
converted to TC XML format using style sheets.
For more information, see Importing materials into Teamcenter and Materials
Management file formats.

• (Optional) Creating materials and substances

The materials analyst can create materials and substances using the My
Teamcenter user interface if Teamcenter is the material master.
For more information, see Creating a material and Create a substance.

• Classifying materials
The materials analyst creates a material classification tree and classifies the
material object against this tree.
For more information, see Classifying a material.

• Assigning materials to parts

A Teamcenter user searches for a material and assigns the material to a part.
For more information, see Assigning materials to parts.

• Assigning substances to materials

The materials analyst searches for a substance and assigns the substance to a
material.
For more information, see Assigning substances to materials.

• Deleting materials from a part

A Teamcenter user deletes a material from a part to disassociate the material
from the part. On deletion, the material to part relationship is deleted. The
material, however, is not removed from the Teamcenter materials library.
For more information, see Deleting materials from a part.

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 Basic concepts of Materials Management

• Deleting substances from a material

The materials analyst deletes a substance from a material to disassociate the
substance from the material. On deletion, the substance to material relationship
is deleted. The substance, however, is not removed from the Teamcenter
materials library.
For more information, see Deleting substances from a material.

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Chapter 1 Basic concepts of Materials Management

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Chapter

2 Installing and configuring

Materials Management

Installing Materials Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Configuring Materials Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Providing access and command privileges to Teamcenter users . . . . . . . . . 2-1
Adding, updating, and removing material properties . . . . . . . . . . . . . . . . 2-1
Add, update, and remove material properties . . . . . . . . . . . . . . . . . . . 2-2
Configure to add, update, and remove countries for conflict minerals . . . . . 2-3

plm00198 B Materials Management Solution Guide

Chapter

2 Installing and configuring

Materials Management

Installing Materials Management

As a system administrator, run Teamcenter Environment Manager (TEM) to install
the Teamcenter Materials Management solution by select the Materials Management
subfeature under Enterprise Knowledge Foundation.
For more details about the installation process, see the Installation on UNIX and
Linux Servers Guide, the Installation on Windows Servers Guide, and Teamcenter
Environment Manager Help.

Configuring Materials Management

You must have the system administrator privileges to configure Materials
Management to suit your working practice.

Providing access and command privileges to Teamcenter users

By default, the Materials Management solution provides the materials analyst role
to perform various materials management-related activities.
However, you can provide other Teamcenter users access privileges to perform the
materials management-related activities by using the access control list of the
Access Manager application.
For information about creating and managing access control lists, see the Access
Manager Guide.
You can also display or suppress the available Materials Management features on
the user interface for a specific Teamcenter user by using the Command Suppression
application.
For information about using command suppression, see the Application
Administration Guide.

Adding, updating, and removing material properties

Properties contain information such as name, number, description, and so on. A
material object derives its persistent properties from the attributes on its persistent
storage class. Material objects can also have additional properties such as run-time
properties, compound properties, and relation properties.

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Chapter 2 Installing and configuring Materials Management

For more information about adding properties to a business object, see the Business
Modeler IDE Guide.
A system administrator user can add new properties to the material object and can
update or remove the existing properties.

Add, update, and remove material properties

1. Access the Business Modeler IDE perspective by choosing Window®Open
Perspective®Other®Business Modeler IDE.

2. In the Business Objects view, right-click the Mat1Material object and choose
Open.

3. Click the Properties tab.

4. To add a new property:

a. Click Add.
The New Property dialog box appears.

b. Select the property type and click Next.

c. Enter the required property information and click Next.

For the different field descriptions, see the Business Modeler IDE Guide.

d. Enter the required information for property operation.

For the different property operation field descriptions, see the Business
Modeler IDE Guide.

e. Click Finish.
The new property appears in the properties table and is marked with a “c”
indicating it is a custom property.

5. To update an existing property:

a. Select the property and click Edit.
The Modify Property dialog box appears.

b. Update the required properties and click Finish.

6. To delete an existing property:

a. Select the property and click Remove.
The Delete Object dialog box appears.

b. Click Finish.
The property is removed from the properties table.

7. To save the changes to the data model, choose BMIDE®Save Data Model.

8. To deploy the changes to the server, choose BMIDE®Deploy Template.

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 Installing and configuring Materials Management

9. Restart Teamcenter server for the changes to affect.

Configure to add, update, and remove countries for conflict minerals

1. Access the Business Modeler IDE perspective by choosing Window®Open
Perspective®Other®Business Modeler IDE.

2. In the Extensions view, click the Find Extension Object button .

3. In the Find Extension Object dialog box, search for the

Scp0ConflictCountriesOfOrigin LOV.

4. In the Extensions view, right-click Scp0ConflictCountriesOfOrigin and choose

Open.

5. To add a country of conflict:

a. In the Scp0ConflictCountriesOfOrigin tab, click Add.

b. In the Add LOV Value dialog box, enter the following information:
• Value
Type the value of the LOV.

• Value Display Name

Type the country name as you want it to appear in the user interface.

• Description
Type a brief description of the LOV value.

6. To update a country of conflict:

a. In the Scp0ConflictCountriesOfOrigin tab, select the country that you want
to update and click Edit.

b. In the Modify LOV Value dialog box, update the required information.

7. To remove a country of conflict:

a. In the Scp0ConflictCountriesOfOrigin tab, select the country that you want
to delete and click Remove.

8. Click Finish to add the new value to the LOV.

9. To save the changes to the data model, choose BMIDE®Save Data Model.

10. To deploy the changes to the server, choose BMIDE®Deploy Template.

11. Restart Teamcenter server for the changes to affect.

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Chapter

3 Importing and exporting

Teamcenter materials

Importing materials into Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Exporting materials from Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

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Chapter

3 Importing and exporting

Teamcenter materials

Importing materials into Teamcenter

The materials analyst imports materials from a third-party database in the MatML
file format. The materials analyst can import either existing materials or new
materials.
Materials are imported using the material_import utility. Before importing the
materials in the Teamcenter materials library, the MatML file format is converted
into TC XML file format. The import status is displayed after the execution of this
utility.
material_import file=MatML file -dir=directory of MatML
file -u=user —p=password —optionset=MaterialImportDefaultOptionSet
—xsl=optional XSLT file

For more information about the file formats, see Materials Management file formats.
Materials existing in the Teamcenter materials library may have been previously
imported.
• If the material information changes in the third-party database, the materials
analyst can re-import these materials. A new revision is created for the
re-imported material.

• If the material contains substances that do not exist in the Teamcenter materials
library, these substances are created in the Teamcenter materials library for
the specific material.

• All imported materials (including those owned by the local system) require an
external identifier.
o Material and related substances are created as local objects (MatML file
import from a local site).
When a user imports a MatML file using the material_import utility
and specifies the originating site as the local/target site in the XSLT file,
the system creates the material and substances as local objects. Locally
owned objects can be modified from the Teamcenter user interface. You can
use Access Manager to create access rules to prevent modifications of the
material and substance objects in Teamcenter.
If the material already exists, based on the external identifier, a new
material revision is created in Teamcenter. The MatML input file is attached
as a MatML dataset to the newly created revision.

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Chapter 3 Importing and exporting Teamcenter materials

o Material and related substances are created as replicas (MatML file import
from an external site).
When a user imports a MatML file using the material_import utility and
specifies the originating site as some other external site in the XSLT file, the
system creates the replicas of the material and substance objects. In this
case, the master copy is owned by the external site. Teamcenter does not
allow any modifications to the replica objects from Teamcenter user interface.
If the material already exists, based on the external identifier, the existing
material object is updated with the contents of the MatML file in Teamcenter.
This process replaces any existing MatML dataset attached to the material
revision with the new copy of the MatML file.
Note To update existing materials, ensure that the external identifier for
materials and substances are the same.

While importing materials, the system starts an approval process for all the
materials that are marked as approved in the import file.
If the import fails, an error message stating the reason for the failure and the log file
location are displayed. The import may fail if:
• The command line utility is incorrect.

• The import file format is incorrect.

• The user ID is incorrect or if the user is not authorized to perform the import
functionality.

• If the directory path is incorrect or is not specified.

• If a material has a substance that does not have the chemical abstracts service
(CAS) number specified.

Exporting materials from Teamcenter

Materials, which are available in the Teamcenter materials library in the TC XML
format, are exported by the materials analyst in the MatML file format using the
material_export utility. This utility takes materials as input and creates the
export files in the MatML format.
material_export —file=outputfile —u=user —p=password —xls=optional XSLT file

For more information about the MatML and TC XML file formats, see Materials
Management file formats.
If the export fails, an error message stating the reason for the failure is displayed.
The export may fail if:
• The materials analyst writes the material_export utility syntax incorrectly.

• The user ID is incorrect or if the user is not authorized to perform the export
functionality.

• If the output file is not specified.

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Chapter

4 Managing materials

Creating a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Create a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Update a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Deleting a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Delete a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3

Classifying a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3

Classify a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3

Assigning materials to parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5

Assign materials to parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5

Deleting materials from a part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6

Delete materials from a part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6

plm00198 B Materials Management Solution Guide

Chapter

4 Managing materials

Creating a material
The materials analyst can create a material in Teamcenter.
For more information, see Create a material.

Create a material
Note Except for Unit of Measure, you can use the Tab key to move from field
to field.

1. In the navigation pane, click My Teamcenter.

2. Choose File®New®Item.
The New Item dialog box appears.

3. On the Select Type tab, select Material and click Next.

4. On the Enter Item Information tab, enter the following information:

• ID
(Optional) Type an identifier for the new material. If you do not enter an
identifier, the system generates it automatically when you click Assign.

• Revision
(Optional) Type an identifier for the specific revision of the new material. If
you do not enter an identifier, the system generates it automatically when
you click Assign.

• Name
Type a unique name for the material.

• Description
(Optional) Type a description of the new material.

• Unit of Measure
(Optional) Select a unit of measure, if applicable.
Note Currently, only the grams unit of measurement is supported.

5. Click Next.

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Chapter 4 Managing materials

6. On the Enter Additional Item Information tab, enter the following:

• CAS Number
(Optional) Type the chemical abstracts service (CAS) number, if applicable.

• External Identifier
Type the external identifier to map the material from a third-party database,
such as Granta.
Note The GSIdentity labels for materials are created in TC XML from
their external identifier. For example, for material revision, it is
created as a combination of material revision and external identifier.

• Is the material confidential, Is the material non-library, Is the material

proprietary
(Optional) If the Substance Compliance template is installed along with
Materials Management, you can specify if the material is a confidential,
nonlibrary material, or proprietary.
For more information, see Types of materials.

• Teamcenter Unique Identifier

(Optional) Enter an unique identifier to search the material in Teamcenter.

7. Click Finish.
The material and material revision are created.

Update a material
1. In the navigation pane, click My Teamcenter.

2. Search for the material that you want to update.

3. Select the material and choose Edit®Properties.

Alternatively, right-click the material and choose Edit Properties.
If the material was imported in the MatML format from an external materials
library, the material cannot be updated using Edit Properties.
The Properties dialog box appears.

4. Update the required information.

Deleting a material
A material can be deleted. However, the material should not be associated with any
part. On deletion, the material is removed from the Teamcenter materials library.

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 Managing materials

Delete a material
1. In the navigation pane, click My Teamcenter.

2. Search for the material that you want to delete.

3. Select the material and choose Edit®Delete.

Alternatively, click the Delete button on the toolbar.
The Delete dialog box appears.

4. Click Yes.

Classifying a material
Material objects can be classified against a custom classification tree that is hosted
in the Teamcenter Classification application. By classifying Teamcenter objects, you
can categorize your products, parts, and components according to their common
characteristics. The classification allows you to search for parts independent of
the location in the product structure.
To classify a material, you must:
• Create a new material classification in the Teamcenter Classification application.
This step is repeated as many times as needed to build the material classification
tree.

• Assign the material object to the material classification.

For more information about working with classification objects, see the Classification
Guide.

Classify a material
1. In the navigation pane, click Classification Administration.
The Classification Admin tab appears.

2. Right-click Classification Root and choose Add Class.

The Add new class dialog box appears.

3. As an example, create the following classes:

• Metal

• Aluminum Alloy 5500 Series

• Fluid

For more information about adding classes, see the Classification Administration
Guide.

4. Add attributes to the Metal and Fluid classes.

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Chapter 4 Managing materials

Class Attributes
Metal • Ductility

• Electric conductivity
Fluid • Boiling point

• Density

For more information about assigning attributes to a class, see the Classification
Administration Guide.
If the attributes are not available in the attributes list by default, you need
to create the attribute dictionary definitions. For more information, see the
Classification Administration Guide.

5. Choose Edit®Options and click Index.

6. Search for ICS_classifiable_types preference and add the following values:

• Mat1Material

• Mat1Material Revision

For information about editing preference values, see the Preferences and
Environment Variables Reference.
A material can be classified when this preference is set.

7. In the navigation pane, click My Teamcenter.

8. Search for a material. Right-click the material and choose Send

to®Classification.

9. In the Classify Object dialog box, click Yes.

10. Under Classification Root, right-click Metal and choose Select.

11. In the Properties tab, assign values to the following attributes:

Attributes Values
Ductility 15
Electric conductivity 25

12. Click Save on the toolbar.

13. Repeat steps 7 to 9 to send another material to Classification.

14. Under Classification Root, right-click Fluid and choose Select.

15. In the Properties tab, assign values to the following attributes:

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 Managing materials

Attributes Values
Boiling point 15
Density 12

16. Click Save on the toolbar.

Assigning materials to parts

Materials can be assigned to a part. When you add materials to a part, you must
declare the mass of each material.
• If the material is comprised of conflicting substances, the supplier must specify
the country that produces these substances.
During compliance check, the compliance officer contacts the supplier whenever
conflicting substances are found for which the supplier did not specify the
country of origin.

• The country of origin can also be specified if a material is produced in more

than one country or if there is a concern that the material was obtained from
a country on a restricted list.
The country of origin is part specific and not material specific because materials
can be obtained from multiple countries. For example, one part can be comprised
of Tungsten from Congo and another part can be comprised of Tungsten from
Romania.

Assign materials to parts

1. In the navigation pane, click My Teamcenter.

2. Search for the part to which you want to assign materials.

3. For a selected part, search for the material that you want to add.

4. Select the material revision and choose Edit®Copy.

5. Select the part and expand the item revision.

6. Select the Materials folder and choose Edit®Paste.

Alternatively, you can also drag the material and drop it on the part to create a
material to part relation.
The Enter the values for Properties on Relation dialog box appears.

7. Enter the following properties:

• Country of Origin for Conflict Minerals
(Optional) If the Substance Compliance template is installed along with
Materials Management, and if the material is comprised of a substance
from a country that is on a restricted list, you can select the country that
produces the substance.

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Chapter 4 Managing materials

The country of origin LOV must be set up a system administrator using

Business Modeler IDE.
For more information about creating LOVs, see the Business Modeler IDE
Guide.

• Mass
Type the mass of the material.

• Unit of Measure
Select grams as the unit of measurement of the material.
By default, the unit of measure displayed on the Properties on
Relation dialog is g (grams). To display additional units of measure,
administrators can use the Business Modeler IDE. The list of values for
Mat1UnitsOfMeasure contains the units of measure available when
MaterialRevs are related to an item revision.
Note Currently, the only supported unit of measurement is grams.

8. Click Finish.
The material to part relationship is created.

Deleting materials from a part

The relation between a part and a material can be deleted. Deleting a material from
a part only disassociates the material from the part. The material is not deleted
from the Teamcenter materials library.

Delete materials from a part

1. In the navigation pane, click My Teamcenter.

2. Search for the part from which you want to delete the material.

3. Expand the part revision and select the Materials folder.

4. Expand the Materials folder and select the material that you want to delete
from the part.

5. Choose Edit®Cut.
Alternatively, right-click the material and choose Cut.
The material is no longer related to the part.

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Chapter

5 Managing substances

Create a substance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Update a substance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Deleting a substance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Delete a substance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Assigning substances to materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Assign substances to a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Deleting substances from a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4

Delete substances from a material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4

plm00198 B Materials Management Solution Guide

Chapter

5 Managing substances

Create a substance
1. In the navigation pane, click My Teamcenter.

2. Choose File®New®Other.
The New Business Object dialog box appears.

3. From the Business Object Type list, select Substance.

4. Click Next.

5. In the New Business Object dialog box, enter the following:

• Chemical Abstract Service Register Number
Type the chemical abstracts service (CAS) number of the substance.
The CAS number must consist of numerals and dashes only.

• Description
(Optional) Type a description of the new substance.

• External Identifier
(Optional) Type the external identifier to map the substance from a
third-party database, such as IMDS or Granta.

• Name
Type a unique name for the substance.

• Unique Identifier
(Optional) Enter an unique identifier to search the substance in Teamcenter.

6. Click Finish.
The substance and substance revision are created.

Update a substance
1. In the navigation pane, click My Teamcenter.

2. Search for the substance that you want to update.

For more information about searching for a substance, see Search for substances.

plm00198 B Materials Management Solution Guide 5-1

Chapter 5 Managing substances

3. Select the substance and choose Edit®Properties.

Alternatively, right-click the substance and choose Edit Properties.
The Properties dialog box appears.

4. Update the required information.

Deleting a substance
A substance can be deleted.
• The substance must not be associated with any material.

• On deletion, the substance is removed from the Teamcenter materials library.

Delete a substance
1. In the navigation pane, click My Teamcenter.

2. Search for the substance that you want to delete.

For more information about searching a substance, see Search for substances.

3. In the Search Results tab, select the substance.

4. Choose Edit®Delete.
Alternatively, click the Delete button on the toolbar.
The Delete dialog box appears.

5. Click Yes.

Assigning substances to materials

One or more substances can be assigned to a material. Only approved substances
with a valid CAS number can be assigned.
If the material was imported from an external materials library in the MatML
format, new substances cannot be assigned to the material.

Assign substances to a material

1. In the navigation pane, click My Teamcenter.

2. Search for the material to which you want to assign substances.

3. For a selected material, search for the substance that you want to add.

4. Select the substance revision and choose Edit®Copy.

5. Select the material and expand the material revision.

6. Select the Substances folder and choose Edit®Paste.

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 Managing substances

Alternatively, you can also drag the material and drop it on the material to
create a substance to material relation.
The Enter the values for Properties on Relation dialog box appears.

7. Enter the following properties:

• Composition (in %)
Type the composition of the substance (in percentage) that constitutes the
material. For a variable composition, that is, for compositions defined as a
range, this denotes the minimum composition. The total Composition (in %)
of all substances for a material must not exceed 100 percent.
For example, for a carbon steel material consisting of iron and carbon:
o iron 40% and carbon 60% is correct; total = 100%

o iron 40% and carbon 40% is acceptable, but incomplete; total = 80%

o iron 60% and carbon 60% is incorrect; total = 120%

• Is the composition in range

Click True if the substance composition is defined as a range, for example,
minimum and maximum percentage.
Click False if the substance composition is a single value.

• Maximum composition (in %)

Type the maximum composition (in percentage) of the substance that
constitutes the material, in case the substance composition is defined as
a range.
Note Unlike Composition (in %), the total of Maximum composition (in
%) for all substances in a material can exceed 100%.

• To use maximum composition

o Click True if the maximum composition of the substances must be used
during the substance compliance check.

o Click False to have the minimum composition will be used in a

compliance check.

The To use maximum composition property is independent of the Is the

composition in range property.

o The To use maximum composition property is used by the Substance

Compliance solution during substance compliance check when the
composition of a substance is defined as a range.

o If the composition of the substance is not defined as a range, the To use

maximum composition property is not used and the fixed composition of
the substance is used.

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Chapter 5 Managing substances

Example Consider a material, carbon steel, that made of two substances,

iron and carbon. The composition of iron and carbon is defined
as a range, 40% to 60%.
The materials analyst uses carbon steel in a part, a screw, and
enters the mass of carbon steel as 100 grams. The composition
of carbon and iron are defined as a range, so when the screw
is submitted for a compliance check the To use maximum
composition property is used for determining whether to use the
maximum composition of the substances.
The mass of carbon steel was reported as 100 grams, so iron is
calculated at 60 grams (60% of 100 grams) and carbon at 80
grams (80% of 100 grams) resulting in 140 grams of carbon steel
material.

8. Click Finish.
The substance to material relationship is created.

Deleting substances from a material

The relation between a material and a substance can be deleted only if the material
was created using the My Teamcenter user interface. If the material was imported
from an external materials library in the MatML format, the relation between the
material and substance cannot be deleted.
Deleting a substance from a material only disassociates the substance from the
material. The substance is not deleted from the Teamcenter materials library.

Delete substances from a material

1. In the navigation pane, click My Teamcenter.

2. Search for the material from which you want to delete the substance.

3. Expand the material revision and select the Substances folder.

4. Expand the Substances folder and select the substance that you want to delete
from the material.

5. Choose Edit®Cut.
Alternatively, right-click the material and choose Cut.
The substance is no longer related to the material.

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Chapter

6 Viewing and searching for

Materials Management
information

Viewing material and substance information . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

View material and substance information . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Searching for Materials Management information . . . . . . . . . . . . . . . . . . . . . 6-1

Search for item revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Search for material revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Search for substances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

plm00198 B Materials Management Solution Guide

Chapter

6 Viewing and searching for

Materials Management
information

Viewing material and substance information

You can view the materials and substance information for a part or BOM in the
materials and substance dashboard.
The material and substance dashboard displays the:
• Materials and their individual masses.

• Substances with their respective CAS numbers and masses.

• Total material mass and total substance mass.

View material and substance information

You can view the material and substance information for a part or BOM in the
materials and substance dashboard.
1. In My Teamcenter, select the part or BOM for which you want to view the
material and substance dashboard.

2. Choose Window®Show View®Other.

3. In the Show View dialog, choose Materials Management®Material and

Substance Dashboard.
The material and substance information is displayed in the Material and
Substance Dashboard tab of the part or BOM.

Searching for Materials Management information

By default, the Materials Management solution provides queries to search for
materials and substances. Any Teamcenter user can run these queries.
Following are the queries available by default:
• Materials Management - Item Revisions
Use this query to find items that use specific types of materials. The items are
searched based on different material attributes.

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Chapter 6 Viewing and searching for Materials Management information

For more information, see Search for item revisions.

• Materials Management - Material Revisions

Use this query to search for specific materials. The materials are searched
based on different material and substance attributes. For example, search for a
material with a specific name and substance composition.
For more information, see Search for material revisions.

• Materials Management - Substances

Use this query to search for specific substances. The substances are searched
based on different substance attributes.
For more information, see Search for substances.

Search for item revisions

1. In the navigation pane, click My Teamcenter.

2. Click the menu to the right of the search box and choose Advanced.

3. In the Search tab, click the select a search menu and choose More.
The Change Search dialog box appears.

4. Select Materials Management - Item Revisions and click OK.

5. Enter the search criteria, and click the search button.

The Search Results tab listing the search result list appears.

Search for material revisions

1. In the navigation pane, click My Teamcenter.

2. Click the menu to the right of the search box and choose Advanced.

3. In the Search tab, click the select a search menu and choose More.
The Change Search dialog box appears.

4. Select Materials Management - Material Revisions and click OK.

5. Enter the search criteria, and click the search button.

The Search Results tab listing the search result list appears.

Search for substances

1. In the navigation pane, click My Teamcenter.

2. Click the menu to the right of the search box and choose Advanced.

3. In the Search tab, click the select a search menu and choose More.
The Change Search dialog box appears.

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 Viewing and searching for Materials Management information

4. Select Materials Management - Substances and click OK.

5. Enter the search criteria and click the search button.

The Search Results tab listing the substances appears.

plm00198 B Materials Management Solution Guide 6-3

Appendix

A Materials Management
preferences

CommercialPartRevision_Mat1MaterialRevision_default_relation . . . . . . . . . A-2
ItemRevision_Mat1MaterialRevision_ default_relation . . . . . . . . . . . . . . . . . A-3
ManufacturerPart_Mat1MaterialRevision_default_relation . . . . . . . . . . . . . . A-4
ManufacturerPartRevision_Mat1MaterialRevision_default_relation . . . . . . . . A-5
Mat1MaterialRevision_DefaultChildProperties . . . . . . . . . . . . . . . . . . . . . . . A-6
Mat1MaterialRevision_Mat1Substance_default_relation . . . . . . . . . . . . . . . . A-7
Mat1MaterialRevision_PsuedoFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-8
MaterialManagement_feature_installed . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9
MATERIALMGMT_material_creator_roles . . . . . . . . . . . . . . . . . . . . . . . . . A-10
MATERIALMGMT_material_creator_groups . . . . . . . . . . . . . . . . . . . . . . . A-11
Part_Revision_Mat1MaterialRevision_default_relation . . . . . . . . . . . . . . . . A-12

plm00198 B Materials Management Solution Guide

Appendix

A Materials Management
preferences

plm00198 B Materials Management Solution Guide A-1

Appendix A Materials Management preferences

CommercialPartRevision_Mat1MaterialRevision_default_relation
DESCRIPTION
Specifies the default paste relation for the commercial part object with a material
revision.
VALID
VALUES
Mat1UsesMaterial
DEFAULT
VALUES
Mat1UsesMaterial
DEFAULT
PROTECTION
SCOPE
Site preference.

A-2 Materials Management Solution Guide plm00198 B

 Materials Management preferences

ItemRevision_Mat1MaterialRevision_ default_relation
DESCRIPTION
Defines the default paste relation of the item revision object with a material revision.
VALID
VALUES
Mat1UsesMaterial
DEFAULT
VALUES
Mat1UsesMaterial
DEFAULT
PROTECTION
SCOPE
Site preference.

plm00198 B Materials Management Solution Guide A-3

Appendix A Materials Management preferences

ManufacturerPart_Mat1MaterialRevision_default_relation
DESCRIPTION
Specifies the default paste relation for a manufacturer part object with a material
revision.
VALID
VALUES
Mat1UsesMaterial
DEFAULT
VALUES
Mat1UsesMaterial
DEFAULT
PROTECTION
SCOPE
Site preference.

A-4 Materials Management Solution Guide plm00198 B

 Materials Management preferences

ManufacturerPartRevision_Mat1MaterialRevision_default_relation
DESCRIPTION
Specifies the default paste relation for manufacturer part revision object with a
material revision.
VALID
VALUES
Mat1UsesMaterial
DEFAULT
VALUES
Mat1UsesMaterial
DEFAULT
PROTECTION
SCOPE
Site preference.

plm00198 B Materials Management Solution Guide A-5

Appendix A Materials Management preferences

Mat1MaterialRevision_DefaultChildProperties
DESCRIPTION
Specifies the list of properties that can be displayed as children of the material
revision node.
VALID
VALUES
IMAN_master_form_rev
IMAN_requirement
IMAN_manifestation
IMAN_reference
IMAN_MEView
IMAN_vi_sos
IMAN_external_object_link
IMAN_specification
TC_WorkContext_Relation
TC_AuditLog
TC_Is_Represented_By
release_status_list
Mat1UsesSubstance

DEFAULT
VALUES
IMAN_master_form_rev
IMAN_requirement
IMAN_manifestation
IMAN_reference
IMAN_MEView
IMAN_vi_sos
IMAN_external_object_link
IMAN_specification
TC_WorkContext_Relation
TC_AuditLog
TC_Is_Represented_By
release_status_list
Mat1UsesSubstance
DEFAULT
PROTECTION
SCOPE
User preference.

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 Materials Management preferences

Mat1MaterialRevision_Mat1Substance_default_relation
DESCRIPTION
Defines the default paste relation of the material revision object with substance.
VALID
VALUES
Mat1UsesSubstance
DEFAULT
VALUES
Mat1UsesSubstance
DEFAULT
PROTECTION
SCOPE
Site preference.

plm00198 B Materials Management Solution Guide A-7

Appendix A Materials Management preferences

Mat1MaterialRevision_PsuedoFolder
DESCRIPTION
Specifies the list of properties that can be displayed as a pseudo folder under a node
for the material revision object.
VALID
VALUES
Mat1UsesMaterial
DEFAULT
VALUES
Mat1UsesMaterial
DEFAULT
PROTECTION
SCOPE
Site preference.

A-8 Materials Management Solution Guide plm00198 B

 Materials Management preferences

MaterialManagement_feature_installed
DESCRIPTION
Specifies whether the Materials Management solution is installed. Do not modify
this preference manually.
VALID
VALUES
true
false
DEFAULT
VALUES
true
DEFAULT
PROTECTION
SCOPE
System preference.

plm00198 B Materials Management Solution Guide A-9

Appendix A Materials Management preferences

MATERIALMGMT_material_creator_roles
DESCRIPTION
Specifies the roles that are allowed to create materials. Valid values are the internal
names of the roles.
VALID
VALUES
Any valid role name.
DEFAULT
VALUES

IMAN_master_form
Material Analyst
Compliance Officer
DEFAULT
PROTECTION
SCOPE
Site preference.

A-10 Materials Management Solution Guide plm00198 B

 Materials Management preferences

MATERIALMGMT_material_creator_groups
DESCRIPTION
Specifies the groups that are allowed to create materials. Valid values are the
internal names of the groups.
VALID
VALUES
Any group allowed to create the material.
DEFAULT
VALUES
None.
DEFAULT
PROTECTION
SCOPE
Site preference.

plm00198 B Materials Management Solution Guide A-11

Appendix A Materials Management preferences

Part_Revision_Mat1MaterialRevision_default_relation
DESCRIPTION
Defines the default paste relation of the part revision object with a material revision.
VALID
VALUES
Mat1UsesMaterial
DEFAULT
VALUES
Mat1UsesMaterial
DEFAULT
PROTECTION
SCOPE
Site preference.

A-12 Materials Management Solution Guide plm00198 B

Appendix

B Materials Management Utilities

material_export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2
material_import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-4

plm00198 B Materials Management Solution Guide

Appendix

B Materials Management Utilities

plm00198 B Materials Management Solution Guide B-1

Appendix B Materials Management Utilities

material_export
Exports the material and associated substances information in MatML format.
SYNTAX
material_export
[-u=user-id
{-p=password | -pf=password-file}
[-g=group]
[-f=output-xml-file]
[-item=item-id]
[-rev=item–revision-id]
[-optionset=name]
[-transfermode=name]
[-h]
ARGUMENTS
-u
Specifies the user ID.
This is generally infodba or another user with administration privileges. If this
argument is used without a value, the operating system user name is used.
Note If Security Services single sign-on (SSO) is enabled for your server, the -u
and -p arguments are authenticated externally through SSO rather than
being authenticated against the Teamcenter database. If you do not supply
these arguments, the utility attempts to join an existing SSO session. If no
session is found, you are prompted to enter a user ID and password.

-p
Specifies the password.
If used without a value, the system assumes a null value.
If this argument is not used, the system assumes the user-ID value to be the
password.
This argument is mutually exclusive with the -pf argument.
-pf
Specifies the password file. If used without a value, the system assumes a null
value. If this argument is not used, the system assumes the user-ID value to be
the password.
For more information about managing password files, see the Utilities Reference.
This argument is mutually exclusive with the -p argument.
-g
Specifies the group associated with the user.
If used without a value, the user’s default group is assumed.
-file
Specifies the MatML file that contains the information about the material objects
that are exported.

B-2 Materials Management Solution Guide plm00198 B

 Materials Management Utilities

-item
Specifies the item ID. This argument is mutually exclusive with the -item_key
argument.
-item_key
Specifies the a string identifier containing attributes that identify the item object to
export. This argument is mutually exclusive with the -item argument.
-rev
Specifies the item revision ID of the item that must be exported.
-optionset
Specifies the option set name of the transfer option set that must be used for this
export.
-transfermode
Specifies the transfer mode name that is to be used during export.
-h
Displays help for this utility.
ENVIRONMENT
As specified in the Manually configuring your environment for Teamcenter utilities
topic in the Utilities Reference.
FILES
As specified in the Log files produced by Teamcenter topic in the Utilities Reference.
RESTRICTIONS
None.
EXAMPLES
material_export —file=steel.xml —item=000016 —rev=A —xsl=tcxml_to_matml.xls
optionset=TIEConfiguredExportDefault

plm00198 B Materials Management Solution Guide B-3

Appendix B Materials Management Utilities

material_import
Imports MatML file containing the materials and substances information into
Teamcenter.
SYNTAX
material_import
[-u=user-id
{-p=password | -pf=password-file}
[-g=group]
[-file=input-xml-file]
[-dir=input-dir-path]
[-optionset=name]
[-transfermode=name]
[-errorcontinue=yes/no]
[-xls=xls-file]
[-h]
ARGUMENTS
-u
Specifies the user ID.
This is generally infodba or another user with administration privileges. If this
argument is used without a value, the operating system user name is used.
Note If Security Services single sign-on (SSO) is enabled for your server, the -u
and -p arguments are authenticated externally through SSO rather than
being authenticated against the Teamcenter database. If you do not supply
these arguments, the utility attempts to join an existing SSO session. If no
session is found, you are prompted to enter a user ID and password.

-p
Specifies the password.
If used without a value, the system assumes a null value.
If this argument is not used, the system assumes the user-ID value to be the
password.
This argument is mutually exclusive with the -pf argument.
-pf
Specifies the password file. If used without a value, the system assumes a null
value. If this argument is not used, the system assumes the user-ID value to be
the password.
For more information about managing password files, see the Utilities Reference.
This argument is mutually exclusive with the -p argument.
-g
Specifies the group associated with the user.
If used without a value, the user’s default group is assumed.

B-4 Materials Management Solution Guide plm00198 B

 Materials Management Utilities

-file
Specifies the MatML file that contains the information about the material objects
that must be imported.
-dir
Specifies the directory path of the MatML file.
-optionset
Specifies the name of the transfer option set that must be used for this import.
-transfermode
Specifies the transfer mode name that is to be used during import.
-errorcontinue
Specifies the option to control continuation of import when an error is encountered.
The default value is no.
-xls
Specifies the XLS file that needs to be applied on input material file before the import
is performed. If not provided, the default XLS file is located at TC_DATA is used.
-h
Displays help for this utility.
ENVIRONMENT
As specified in the Manually configuring your environment for Teamcenter utilities
topic in the Utilities Reference.
FILES
As specified in the Log files produced by Teamcenter topic in the Utilities Reference.
RESTRICTIONS
None.
EXAMPLES
material_import —dir=d:\matML —xls=mattotcxml.xls material_import
—file=mat1.xml —optionset=MaterialImportDefaultoptionSet
—optionset=MaterialImportDefaultoptionSet
material_import –file=mat1.xml —dir=d:\matML –site=100001
–optionset=MaterialImportDefaultOptionSet

plm00198 B Materials Management Solution Guide B-5

Appendix

C Glossary

plm00198 B Materials Management Solution Guide

Appendix

C Glossary

Chemical Abstracts Service number

Unique number assigned to a substance by the Chemical Abstracts Service
organization.

confidential material
Material that a supplier certifies as nonrestricted but wants the substance
composition to be kept confidential for competitive reasons. The supplier provides
the substance breakdown of the confidential material; however, only authorized
users can access the material composition.

material
Comprised of one or more substances, for example, carbon steel, cast iron, and so
on. Each material to substance relation contains composition that can be definite or
in range.

materials analyst
Role provided in Materials Management to perform various tasks, such as creating
materials, exporting and importing materials, classifying materials, and so on.

Materials Management
Teamcenter application that stores approved materials and substance information
imported from a third-party database (for example, Granta or IMDS) into a materials
library in the Teamcenter database. The materials and substances can also be
created by a materials analyst using the My Teamcenter interface.

MatML
Extensible markup language that is used for exchanging material information.

nonlibrary material
Material that is not maintained in the Teamcenter materials library. For these
materials, the material mass and substance composition are not declared.

part (Materials Management)

Comprised of one or more materials, for example, screw, bolt, and so on. Each part to
material relation contains the mass of the material.

plm00198 B Materials Management Solution Guide C-1

Appendix C Glossary

proprietary material
Material that a supplier certifies as nonrestricted but wants the substance
composition to be kept confidential for competitive reasons. The supplier does not
provide the substance breakdown of a proprietary material. A Teamcenter user
cannot see the material composition. The supplier provides a certificate, such as a
waiver, stating that the supplier will take complete responsibility of the material
composition.

substance
Basic form of matter that cannot be disintegrated further using a mechanical or
physical process, for example, iron, carbon, cadmium, and so on. Each substance has
a unique identifier called the Chemical Abstracts Service (CAS) number.

C-2 Materials Management Solution Guide plm00198 B

Index

A F
Adding, updating, and removing material File formats . . . . . . . . . . . . . . . . . . . . . 1-5
properties . . . . . . . . . . . . . . . . . . . . . . 2-1 MatML . . . . . . . . . . . . . . . . . . . . . . . 1-5
Architecture overview . . . . . . . . . . . . . . 1-2 TC XML . . . . . . . . . . . . . . . . . . . . . . 1-5
Assigning materials to parts . . . . . . . . . 4-5 Find substances . . . . . . . . . . . . . . . . . . 6-2
Assigning substances to materials . . . . . 5-2
I
C
Importing material into Teamcenter . . . . 3-1
CAS . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 Installing Materials Management . . . . . . 2-1
Chemical Abstracts Service number . . . . 1-2 Interaction with other applications . . . . . 1-7
Classifying materials . . . . . . . . . . . . . . . 4-3 IP protection . . . . . . . . . . . . . . . . . . . . . 1-7
Components of Materials ITAR protection . . . . . . . . . . . . . . . . . . 1-7
Management . . . . . . . . . . . . . . . . . . . . 1-2
Material . . . . . . . . . . . . . . . . . . . . . . 1-2
Part . . . . . . . . . . . . . . . . . . . . . . . . . 1-4 M
Substance . . . . . . . . . . . . . . . . . . . . . 1-2 Managing materials
Confidential material . . . . . . . . . . . . . . 1-3 Assigning materials to parts . . . . . . . . 4-5
Configuring Materials Management . . . . 2-1 Classifying materials . . . . . . . . . . . . . 4-3
Adding, updating, and removing material Creating materials . . . . . . . . . . . . . . . 4-1
properties . . . . . . . . . . . . . . . . . . . 2-1 Deleting materials . . . . . . . . . . . . . . . 4-2
Configuring to add counties of conflict Deleting materials from a part . . . . . . 4-6
minerals . . . . . . . . . . . . . . . . . . . . 2-3 Updating materials . . . . . . . . . . . . . . 4-2
Providing access and command Managing substances
privileges . . . . . . . . . . . . . . . . . . . 2-1 Assigning substances to materials . . . . 5-2
Configuring to add counties of conflict Deleting substances . . . . . . . . . . . . . . 5-2
minerals . . . . . . . . . . . . . . . . . . . . . . . 2-3 Deleting substances from a material . . 5-4
Creating materials . . . . . . . . . . . . . . . . 4-1 Updating substances . . . . . . . . . . . . . 5-1
Creating substances . . . . . . . . . . . . . . . 5-1 ManufacturerPart_Mat1MaterialRevision_
Cross reference to other databases . . . . . 1-7 default_relation . . . . . . . . . . . . . . . . . A-4
Material . . . . . . . . . . . . . . . . . . . . . . . . 1-2
D Confidential material . . . . . . . . . . . . . 1-3
Nonlibrary material . . . . . . . . . . . . . . 1-4
Default Materials Management
Proprietary material . . . . . . . . . . . . . 1-3
queries . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Material substance declaration
Find substances . . . . . . . . . . . . . . . . . 6-2
Viewing information . . . . . . . . . . . . . . 6-1
Search for item revisions . . . . . . . . . . 6-2
material_export . . . . . . . . . . . . . . . . . B-2
Search for material revisions . . . . . . . 6-2
material_export utility . . . . . . . . . . . . B-2
Deleting materials . . . . . . . . . . . . . 4-2–4-3
material_import . . . . . . . . . . . . . . . . . B-4
Deleting materials from a part . . . . . . . . 4-6
material_import utility . . . . . . . . . . . . B-4
Deleting substances . . . . . . . . . . . . . . . 5-2
Materials analyst . . . . . . . . . . . . . . . . . 1-6
Deleting substances from a material . . . . 5-4
Materials Management
Architecture overview . . . . . . . . . . . . 1-2
E Assigning materials to parts . . . . . . . . 4-5
Exporting materials from Teamcenter . . . 3-2 Assigning substances to materials . . . . 5-2

plm00198 B Materials Management Solution Guide Index-1

Index

Classifying materials . . . . . . . . . . . . . 4-3 N

Components . . . . . . . . . . . . . . . . . . . 1-2 Nonlibrary material . . . . . . . . . . . . . . . 1-4
Configuring . . . . . . . . . . . . . . . . . . . . 2-1
Creating materials . . . . . . . . . . . . . . . 4-1
Cross reference to other databases . . . . 1-7 O
Deleting materials . . . . . . . . . . . . . . . 4-2 Overview of Materials Management . . . . 1-1
Deleting materials from a part . . . . . . 4-6
Deleting substances . . . . . . . . . . . . . . 5-2 P
Deleting substances from a material . . 5-4
Exporting materials from Part . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Teamcenter . . . . . . . . . . . . . . . . . . 3-2 Proprietary material . . . . . . . . . . . . . . . 1-3
Importing material into Teamcenter . . 3-1 Providing access and command
Installing . . . . . . . . . . . . . . . . . . . . . 2-1 privileges . . . . . . . . . . . . . . . . . . . . . . 2-1
Interaction with other applications . . . 1-7
ITAR and IP protection . . . . . . . . . . . . 1-7 R
Overview . . . . . . . . . . . . . . . . . . . . . . 1-1 Role of a materials analyst . . . . . . . . . . . 1-6
Updating materials . . . . . . . . . . . . . . 4-2
Updating substances . . . . . . . . . . . . . 5-1
Workflow . . . . . . . . . . . . . . . . . . . . . . 1-8 S
Materials Management components Search for item revisions . . . . . . . . . . . . 6-2
Material . . . . . . . . . . . . . . . . . . . . . . 1-2 Search for material revisions . . . . . . . . . 6-2
Part . . . . . . . . . . . . . . . . . . . . . . . . . 1-4 Solution Specific preferences
Substance . . . . . . . . . . . . . . . . . . . . . 1-2 Substance Compliance preferences
Materials Management file formats . . . . 1-5 ManufacturerPart_
MatML . . . . . . . . . . . . . . . . . . . . . . . 1-5 Mat1MaterialRevision_default_
TC XML . . . . . . . . . . . . . . . . . . . . . . 1-5 relation . . . . . . . . . . . . . . . . A-4
Materials Management preferences MATERIALMGMT_material_creator_
ItemRevision_Mat1MaterialRevision_ roles . . . . . . . . . . . . . . . . . . A-10
default_relation . . . . . . . . . . . . . A-3 Solution-specific preferences
ItemRevision_PartRevision_ ItemRevision_Mat1MaterialRevision_
Mat1MaterialRevision_ default_ default_relation preference . . . . . A-3
relation . . . . . . . . . . . . . . . . . . . A-12 ManufacturerPart_Mat1MaterialRevision_
ManufacturerPart_Mat1MaterialRevision_ default_relation . . . . . . . . . . . . . A-4
default_relation . . . . . . . . . . . . . A-2 ManufacturerPart_Mat1MaterialRevision_
ManufacturerPartRevision_ default_relation preference . . . . . A-2
Mat1MaterialRevision_default_ ManufacturerPartRevision_
relation . . . . . . . . . . . . . . . . . . . A-5 Mat1MaterialRevision_default_relation
Mat1MaterialRevision_ preference . . . . . . . . . . . . . . . . . A-5
DefaultChildProperties . . . . . . . . A-6 Mat1MaterialRevision_
Mat1MaterialRevision_Mat1Substance_ DefaultChildProperties
default_relation . . . . . . . . . . . . . A-7 preference . . . . . . . . . . . . . . . . . A-6
Mat1MaterialRevision_ Mat1MaterialRevision_Mat1Substance_
PsuedoFolder . . . . . . . . . . . . . . . A-8 default_relation preference . . . . . A-7
MaterialManagement_feature_ Mat1MaterialRevision_PsuedoFolder
installed . . . . . . . . . . . . . . . . . . . A-9 preference . . . . . . . . . . . . . . . . . A-8
MATERIALMGMT_material_creator_ MaterialManagement_feature_installed
groups . . . . . . . . . . . . . . . . . . . . A-11 preference . . . . . . . . . . . . . . . . . A-9
Materials Management utilities MATERIALMGMT_material_creator_
material_export . . . . . . . . . . . . . . . . B-2 groups preference . . . . . . . . . . . . A-11
material_import . . . . . . . . . . . . . . . . B-4 MATERIALMGMT_material_creator_
MatML file format . . . . . . . . . . . . . . . . . 1-5 roles . . . . . . . . . . . . . . . . . . . . . . A-10
PartRevision_Mat1MaterialRevision_
default_relation preference . . . . . A-12
Substance . . . . . . . . . . . . . . . . . . . . . . . 1-2

Index-2 Materials Management Solution Guide plm00198 B

 Index

Substance Compliance preferences U

ManufacturerPart_Mat1MaterialRevision_ Updating materials . . . . . . . . . . . . . . . . 4-2
default_relation . . . . . . . . . . . . . A-4 Updating substances . . . . . . . . . . . . . . . 5-1
MATERIALMGMT_material_creator_
roles . . . . . . . . . . . . . . . . . . . . . . A-10
V
T Viewing material and substance
information . . . . . . . . . . . . . . . . . . . . . 6-1
TC XML file format . . . . . . . . . . . . . . . . 1-5
Types of material . . . . . . . . . . . . . . . . . 1-3
Confidential material . . . . . . . . . . . . . 1-3 W
Nonlibrary material . . . . . . . . . . . . . . 1-4 Workflow . . . . . . . . . . . . . . . . . . . . . . . 1-8
Proprietary material . . . . . . . . . . . . . 1-3

plm00198 B Materials Management Solution Guide Index-3