Product Lifecycle

Management
 Product Lifecycle Management
• Product Lifecycle management is an essential
element in effectively creating and using
global innovation network to enable
organizations and their partners to
collaborate at every stage of the product
lifecycle.
 Basic Concepts
Teamcenter is a suite of digital product life cycle
management solutions.
• Integrate idea management and requirements
planning into digital life cycle.
• Links OEM ,Partners and suppliers with secure
global access to your product knowledge .
• Enable consistent , repeatable processes .
 Teamcenter Supports
• Content, report, requirements and Schedule
Managements.
• Product Structure and Configuration
Management.
• Product Visualization.
• Change Managements.
• Manufacturing Process Managements.
• Data Sharing.
• Electronic Design Automation.
 Getting Started
Using Teamcenter Software you can:
• Provide all user in your global organization
access to data in real time.
• Connect People ,process and information with
current business system.
• Establish a flexible solutions to manage
change in a globally distributed environments.
Rich Client Interface
 Rich Client Interface
1. Back and Forward : It allow you to move
between loaded Teamcenter application.
2. Application Banner: It show the name of
Active applications and list of current User
and Role.
3. Search Box: It provide predefined Quick
search.
4. Navigation Pane: It provides quick access to
the data you use most.
 Rich Client Interface
5.Application Pane: It display the application
perceptive that are open in your Teamcenter
session.
6.Getting Started :Provide Access to the Getting
Started Application Button.
7. Primary Applications: It access most
frequently used Teamcenter application
perceptive.
 Rich Client Interface
8. Secondary Applications: It provide access to
Teamcenter application perceptive you use
infrequently.
9. Server and user Interface Symbols: It Shows
the current status of the rich client interface.
10.Clipborad Button : It contain reference to the
objects that have been cut or copied from
your workspace.
 Starting Teamcenter sessions
• When you start
Teamcenter ,
you establish
session , After
you open
perceptive or
application
used to
perform your
tasks.
 Working with the rich client
navigation pane.
1. Upper Parts
➢ Quick Search
➢ Quick Links
➢ Open Items
➢ History
➢ Favorite
➢ I Want to
2. Primary Application.
3. Secondary Application.
4.Configure Application.
 Selecting application perspectives in
the rich client
• Use the navigation pane to select a primary or
secondary application.
• Use Window -> Navigation Pane menu
command to Display It.
• Select a perspective using Window-> Open
Perspective menu command.
Navigation Pane and Open
Perspective
 Activity and Summary
Activity: Summary:
• Start Teamcenter and • Basic Concepts of PLM.
open a perspective. • An overview of some
• Start a Teamcenter UA. commonly used
• Login into TCUA. Teamcenter
• Enter user ID and applications.
Password. • How to start
Teamcenter.
Configuring the Teamcenter
rich client interface
Display primary and secondary
applications
Configure the Quick Links Sections
• Adding or removing
containers
• Renaming Containers
• Organizing the display
order of quick links
containers.
Add a link of links in the rich client
• Click the My Links in the
Quick Links sections of
the navigation pane.
• Click the Create a new
Web Link button.
• In the New URL ,enter
the following :
➢ Name
➢ Type URL
➢ Click OK.
• Click OK .
 Customize your “I want To” links in
the Rich Client
• It can provide Quick
Access to the tool .
• To create the same
action in a different
application , you must
repeat the process.
• Create a Dataset,
Create a Item ,Create a
Workflow process
 Searching in Teamcenter
• The Teamcenter search functionality lets you find
the data in The Teamcenter.
• It allow Quick search feature in the Navigation
pane.
• You can use Saved Queries .
• Saved Queries are grouped into
• My Saved Searches.
• System Defined Searches.
• Search History.
 My Saved Searches
• Add Searches
• Remove Searches
• Rename Searches
• Organize Searches
 Use favorites to organize your data
• You can use favorites to
track objects you access
frequently.
• Use the following
method to add the
objects.
1) Right click the object
& choose Add to
favorites.
2) Select the object &
drag it in the Favorites
 Add a subfolder to your favorites list
• Click the Organize link
in Favorites section.
• In the Organize
Favorites dialog box,
click the Create New
Folder button .
• Type a name for the
new folder and click OK.
• Click Close
 Rename a folder in the Favorites list
• Click the Organize link
in Favorites section.
• Select the folder to
rename.
• Click the Rename
button.
• Type the new folder
name in the New name
box.
• Click OK & Close.
Remove Folder from the Favorites list
• Click the Organize link
in Favorites section.
• Select the link or folder
from the list.
• Click the Delete button.
• Click Close.
 Remove button from the toolbar
• Right-click in the
toolbar and choose
Customize Toolbar.
• In the toolbar details,
Select the button you
want to remove.
• Click the Remove
button.
• Click OK.
 Add button from the toolbar
• Right-click in the
toolbar and choose
Customize Toolbar.
• In the menu bar details,
Select the button you
want to remove.
• Click the ADD button.
• Click OK.
 Show or Hide the toolbar
• Choose window -->
Toolbar to display or
hide the toolbar.
Set information center display option
• Right-click in the
information center.
• The Update Option
dialog box appears.
• Select or clear the
check boxes to
configure the display
information.
• Click OK.
 Basic My Teamcenter Tasks
• To Create folder
• View the contents of your Home folder, My Worklist ,
My Save Searches , and My Links.
• Perform and track task.
• Send and receive mail.
• Open object, automatically launching related
Teamcenter application.
• Compare search result to other searches.
 Using the Summary view
• The Summary view lets you see properties for a
selected object and edit attributes for supported
items.
 Using the Details view Table
• The Details view presents a tabular display of properties
of the children of the object currently selected in the
component view.
 Using the Viewer view
• The content displayed in the viewer view depends on
the type of the object selected in current component
view or Detailed view.
 Using the Impact Analysis view
• The Impact Analysis view responds to the current
selection in the active component view.
 Working with Folders
• Create a new folder.
• Rename a folder.
• Print a folder.
• Delete a folder.
 Create a new folder
• Choose → File → New →Folder to create a folder.
 Rename a Folder
• Right-click the folder
object and choose
Properties.
• Check out dialog box
appears.
• Type a value in the
Change ID box.
• Click Yes to check out
the object.
• Click Save & Check-in
 Print a folder
• Select the folder &
choose File--> Print or
Print…
• Choose File → Print…
to access additional
print options
 Delete a folder
• Select the folder object
& click Delete.
 Cutting, Copying, Pasting, and
Deleting data objects
• Cutting an information objects from one application
and pasting it into another application.
• Copying data to the clipboard and pasting it into
another Teamcenter application.
• Copying data to the clipboard and pasting it into an
application outside the Teamcenter environment.
 Activities
• Copy
• Cut
• Paste
• Paste special
 Configure the details view table
• In the Details view,
Click the view Menu
button and choose the
column from the view
menu.
• You can add or remove
columns from the
details view table by
using buttons.
 Viewing and modifying object
Properties
• Object Properties such
as ownership
,description, can be
viewed , either for
single object or for
multiple object.
 View Properties of a Single object in
Properties Dialog Box.
• In Workspace object
window select the
object that you want to
display.
• Choose View-
>Properties or right
click the object and
choose view Properties.
View Properties of Multiple objects in
the Properties Dialog Box
• In Component View
,Select those object for
which you want to view
Properties.
• Choose View-
>Properties or right
click the selected
objects and choose
View Properties.
 Activity and Summery
Activity: Summery
• Modify the Properties • Modifying the
of single object. Properties.
• Modify the Properties • Modifying the
of multiple objects Properties of single
Simultaneously. object.
• Modifying the
Properties of multiple
object simultaneously.
 Items and ItemRevision
Item and ItemRevision are the fundamental
data Objects used to manage information in
Teamcenter.
• Items are structure that are generally used to
represent a product ,part, or component.
• ItemRevisions are data objects used to
manage revision to items.
 Basic item structure
The basic structure of any item consider of the following
minimum objects :
• Item.
• Item Master (Form).
• ItemRevision.
• ItemRevision Master (Form).

• What is an Item?
It is a fundamental data object used to
manage the product related information
in Teamcenter.
 Creating an Item
• Choose file → new → Item
 Add master form data to an item
• Every time new item is created, an Item Master form
object is created automatically.
• When a new item revision object is created, an
ItemRevision Master form object is created
automatically.
 Creating Item Revision
• The initial item revision
associated with an item
is automatically created
when the item is
created.
• To create new revision ,
select an existing item
revision and choose
• File → Revise…
 Using Sequences
• A sequence is an Iteration
of an objects .
• It contain information
varies depending on the
modifications made to
the new sequence.
• A sequence is the
complete and represents
a single point for the
objects .
• Checkout action
increments the sequence
ID for the ItemRevision.
 Create new Item based on exiting
Item or Item Revision.
• The Save As menu command creates new Items
from an existing items or item revision.

• When you use item as the basis , most of the

objects related to the selected item revision
copied as reference.
• When you use item revision as the basis , you
have the option to copy related objects as
reference , as new objects , or not to copy the
selected object.
 Activities And Summery
Activities Summery
• Create an Item and edit • Identifying item and item
properties structure.
• Open an Item • Creating an item and
• Create a new populating it with master
ItemRevision. data.
• Create a item based on • Crating a new Item
existing data. revision
• Print information. • Creating new item or
• Item Display Filter. ItemeRevision based on
existing data.
• Save As application.
 Creating and managing Datasets
• When non Teamcenter Example of some datasets
applications are Types.
launched from Type File
Teamcenter . Text .txt
• The object used to MSWord .doc
manage these files is MSEXcel .xls
called Dataset.
DirectModel .jt
• Dataset are typically
UGMASTER .prt
related to ItemRevision.
 Create a new Datasets
• Select a ItemRevision.
• Choose File->New-
>Dataset.
• Select the Tool Used .
• Select the import
button to the right of
the Import box.
 Dataset Named Reference
• Dataset are often used
to manage several
different types.
• The file managed by
dataset are referred to
as named reference.
 Dataset Versions
• Whereas changes to • Revert to previous
Dataset are captured in dataset versions
the Dataset Versions. • Select Dataset and
• When you save changes choose File->Open
to dataset ,new versions With.
of the datasets are
captured.
• Teamcenter allow
multiple dataset
versions ,by default 3.
 Purge Dataset Versions
• Purge versions to
explicitly remove old
versions of a dataset.
• Teamcenter manage
multiple dataset
version.
• Select the Dataset.
• Use the Edit-> Purge
 Activities and Summery
• Activities • Summery
• Create a Dataset. • Identifying dataset and
• Import a Dataset. dataset types.
• Import a Dataset by • Creating a dataset and
using Named Reference. working with version.
• Modify a dataset and • Creating a new dataset
work with version. from existing data.
 Change your group and role setting
Typically you work in your
default group and role
and the data you create
is owned by that group.
1. Choose Edit -> User
Setting.
2. If necessary Click
Session.
3. Click OK.
 Checking data into and out of the database.

• The check-out option

locks an object in the
database so that only
can modify that.
• The Check-In option
releases the lock
,allowing other user to
access the object.
 A Checkout is either explicit or
implicit
• Explicit checkout occurs when you use a menu
command or button to check out an object.
You must then choose to check in the object
when you are finished with your modification.
• Implicit Checkout occurs when you open a
dataset from Teamcenter typically by double –
clicking the object.
 View the checkout history of an
object.
System Display the
following Information :
• Date and time .
• Name of the user who
performed the
checkout.
• Status of each
transaction .
• Change ID and
comments.
 Controlling Data access and
ownership
• Rules-Based Protection: It configure by your
administrator and includes conditions or rule
that control access to objects.
• Object-Based Protection: It uses access
control lists (ACL) to create exceptions to
rules-based protections on an object-by-
object basis.
 View Access Privileges

• In MY Teamcenter ,select
the object affected by the
access rule and choose
View->Access.
• To view privilege assigned
to your other user
,role,group,select the role
from ACL Dialog box.
• To view the privileges of
different user ,select the
user ,group and role from
the list in the Access dialog
box.
 Performing and managing searches

• My Saved Searches:
This category contains queries
that you ran previously and
chose to save for later use.
• System Defined Searches
This category contain queries
both standard queries and
custom queries defined by
your Teamcenter
administrator.
• Search History
This category contains the
most recently run queries. By
defaults the last eight queries
are listed .
 Compare Search Result

• Execute the applicable

search to display the
search result list you want
to compare.
• Select Compare to access
a list of open searches.
• Select the Difference
check box to display only
the differences between
the components
 Running Reports

• Teamcenter provides a • Several reports are:

number of standard • Admin Employee
report designs that you Information.
can use to extract • Admin Group/Role
information and Membership.
generate reports based
on save queries of the • Admin Item
database. Ownership.
• Admin Items By status
 Generate a Report “Designer report”

• In My Teamcenter , choose Tools->Report->Report

Designer reports.
• Select a report
• Fill in criteria for the query.
 Generate a Report “Designer report”
• Click Finish.
 Activity and Summery
Activity: Summery:
• Choose Tools-> Reports. • Performing queries.
• Select a report Design. • Viewing search result.
• Enter Criteria in Query • Generating reports on
Builder. Teamcenter data.
• Select the Report Design
Format.
• Select
default_xml_template.xsl
report.
• Click Finish.
 Working in projects

• Project also called • Project Contain Team

programs in some Role.
industries are used to • Project administrator
represent and control • Project Team
access to data objects administrator
that may be accessible
to multiple organization • Privileged Team
such as project groups, Members
development group, • Team member
suppliers and customer.
 Assign objects to project from the
tree or details table.
• Right click and choose
Projects-> Assign or
choose Tools->Project-
>Assign.
• Select the project or
project to which the
objects will be assigned
and move them to the
Selected Projects list
using the right – arrow
button.
 Working with Product Structure
In structure manager • It’s a application you
you can create , can create ,view and
view and modify modify product
structure and its
product structure associate data.
some time called bill
of material .
View a product structure in structure
manager.
• Right click the desired Item ,Item revision or
BOM view revision object and choose Send to
-> structure manager.
• By viewing the product structure you can see
which components are piece and which are
assemblies.
 Structure Manager Interface.
Application Description
1) Structure Allow you to navigate
Navigation Tree the product structure.
2) Data Panes Allow you view data
about the selected
line.
3) Search Area Allow you to search
for a structure and
configure it with
commonly used data.
4) Incremental Change Shows the current
management area incremental change.
5) Status Symbol Shows the current
status of selected line.
 Viewing the Product structure
Properties.
By Product structure include properties
including.
• Item Properties
• Item revision Properties.
• BOM view revision Properties.
• Occurrence Properties.
• Display Properties.
 Create a new BOM
• When you add a first
component to an
assembly , Teamcenter
automatically create
BOM view..
• If the item revision is a
component, the precision
is that of the parent
assembly.
• BOM view refer to Item.
• The default BOM view
type is view .
 Working with Replacements.
Replacements

• Replace the parts

without losing the
Occurrence data.
• Use this method when
replacing an old
revision with a newer
revision of the part.
 Working with Global Alternate.
Global Alternate
• Indicate the part is
interchangeable with
another part
everywhere the part is
used in the product
structure.
 Working with Substitutes.
Substitute
• Indicate the part is
interchangeable with
another part in a
particular structure in
the product structure .
 Expanding and Collapsing an
assembly
Expand an Assembly Collapse an Assembly
• Choose View-> Expand • Select the expanded
Below to expand all node and choose View-
nodes below the > Collapse Below.
currently selected node.
 Activities And Summery
Activities Summery
View a Product Structure. • Identifying BOM view
• View visualization data. objects.
• View the drawing of an • Opening a Product
assembly component. Structure in Structure
Manager.
• Viewing and Printing a
product Structure.
 Revision Control
• Teamcenter allow you to manage changes to
the product Structure by re-visioning of Items.
• An Item revision defines the state of an item
at a particular time.
Changes that may necessitates a new item
revision include.
• Addition or removal of components.
• Changes an encapsulated data as well as to
the metadata that describes the item.
 Revision Rules
• Revision rules are parameter you set to
determine which item revisions appear in the
product structure for an item.
• By changing the revision rule, you can view
different configuration of an assembly.
• The current revision rule setting display to the
right of the item revision name.
 Example of Revision Rule
Revision Rule Definition
Latest Working Working ()
Has Status (Any Release Status,
Configured Using Released Date.)
Released Has Status (Released , Configured Using
Effective Date)
 Setting an Revision Rule
• Revision rule is an effect that controls which
item revision you see listed when you view the
assembly structure.
• Choose Tools-> Revision Rule -> View/set
Current from the menu bar.
 Revision effectivity
• Revision effectivity to control when various
revision of an item are in effect.
• The product structure can be configured for a
particular date.
• Using Date Effectivity: It allow valid range of
date.
• Open: E.g: an Item Revision may be valid from
05 Jan onwards.
• Closed: E.g: an Item revision may be valid
from 01 Jan to 30 April
 Best Practices When Applying
Effectivity.
• Revision must be released .
• Use Increment change rather than occurrence
effectivity if you want to synchronize the
added and cancelled components
automatically.
• Revision effectivity is simpler and easier to
mange than Occurrence.
 Precise and Imprecise Product
Structure.
Precise Assembly:
Are fixed structure of items configured with
specific item revision.
• It links to the Item Revision of its components.
Imprecise Assembly:
Are Dynamic Structure of item configured by a
revision Rule to determine the item revision
include in the structure.
 Product Structure Background Color
• By default product Structure assembly
structure appear with a green background.

• By default an Imprecise assembly structure

appears with a white background color .
 Activities and Summery
Activities Summery
• Configure product • Recognizing the types
structure using revision of release status.
rule. • Changing the revision
• Toggle between precise rule.
and Imprecise • Using Revision
assembly. effectivity to control
when various revision
of an item in effect.
 Add a Components to a product
Structure.
Several Method:
• Copy and Paste Objects.
• Add a components to an assembly.
using Edit->Add…
Ex: a Quantity or Find Number.
• Create a new Item or Item Revision.
 Remove the Component
• Select the components or group of
components to remove from the product
Structure.
• Click the Remove a line button choose
Edit-> Remove.
 Packing multiple Structure.
Grouping multiple identical components in one
level of an assembly is known's as packing.
For Packing following requirements.
• They have the same item revision.
• They have the same find number.
Wheel Hub
Spoke x 5
 Unpack the Structure
To unpack in the structure , right click the single
packed line and choose the Unpack menu
command, or press CTRL+N keys.
By default , all components are initially packed to
save space.
Wheel Hub
Spoke
Spoke
Spoke
 Compare Product Structure.
You can compare product structure to identify
the difference.
• Identify the component changes.
• Test for consistency between multiple views of
the same item.
• Find differences between differently
configured structure.
 Product Structure Comparison
Modes.
Single-level mode
Compare only the first level of the product
structure.
Multilevel Mode
Perform a single –level comparison at the top level
of the structure. Teamcenter then makes further
single –level comparison of any assemblies.
Lowest Level Mode
Compare only the lowest level item of the product
structure.
 Cloning Product Structure
Product structure can be duplicated to create a
new Structure. This is refereed to as cloning
the product structure.
• The entire product structure can be cloned.
• Cloning a precise structure creates a precise
copy .
• Cloning creates Imprecise copy.
 Configured Product Structure with
variants.
Concepts:
Variant functionally allows you to creates options
and assigned values and associates these with an
Item revision for an assembly or a components in
a product structure.
By variant condition you can:
• Define Variant Condition.
• Set Variant Rule.
• Set Default option values for the variant rule.
• Create error check to specify option values .
 Modular Variant Structure Example.
Modular variant enable option dentition and
constraints to be encapsulated to the area of a
structure . The module , where the option
definition used.
• To use modular variant , product Structure
and parts must be engineered.
• When using modular variant, the variant
option and associated condition are attached
to an item referred to as a module.
 Modular Variant Structure
This example include
several assembly and
components
occurrences defined as
variant modules.
 View Variant Data
• In Structure manager.

• Click Show/Hide Data

Panel

• Click Variant.
 Identifying Variant Data
Description Purpose
Create a new Option Create a new Option
Present a child option in the parent Display options from a child module
module In the parent m
Create a New Error Check It will allow Warning that combination
not allowed.
A Warning message that a combination
Is not advised.
Delete the selected Object Remove the highlighted option or
constraint.
 Activity and summery
Activity Summery
• Create a variant option. • Create and Working
• Set Variant Condition. with product structure.
• Create an error check. • Indentifying and
• Create a Variant Item. locating variant data.
• Configured Product
structure.