Active Workspace Client User

Manual

Thinkinnov Technologies Private Limited

Unit No-1, 2nd Floor, The Canopy, Block-A, 2nd Avenue,
Mahindra World City, Chengalpattu-603004.

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Document Revisions

Date Version Author Reviewer Approver Document Changes

Bhupesh
07/11/2024 01 Bala Chandar C Initial Draft
Manimaran

Bhupesh Britto
13/11/2024 02 Bala Chandar C Document Review
Maniamran Mariyaesak

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Table of Contents
1. Active Workspace Client........................................................................................................................ 5
1.1. Home Page: ................................................................................................................................... 5
1.1.1. Tiles: ...................................................................................................................................... 5
1.1.2. Global Navigation: ................................................................................................................. 5
1.1.3. Profile: ................................................................................................................................... 6
1.1.4. Global Search: ....................................................................................................................... 7
1.2. Pin, Unpin & Resize: .................................................................................................................... 10
1.3. Home Folder: .............................................................................................................................. 13
1.4. Folder Create, Delete & Modify: ................................................................................................. 18
1.4.1 Create .................................................................................................................................. 18
1.4.2 Delete a Folder .................................................................................................................... 19
1.4.3 Modify a folder.................................................................................................................... 19
1.5. Objects create & Modify ............................................................................................................. 20
1.5.1 Create .................................................................................................................................. 20
1.5.2 Modify an Item .................................................................................................................... 22
1.6. Dataset Create & Modify: ........................................................................................................... 22
1.6.1 Create .................................................................................................................................. 22
1.6.2 Modify Dataset .................................................................................................................... 23
1.7. Replace file from Named References: ......................................................................................... 25
1.8. Save As & Revise Operation: ....................................................................................................... 25
1.8.1 Save As Operation ............................................................................................................... 25
1.8.2 Revise Operation ................................................................................................................. 26
1.9. Check-In & Check-Out (Implicit & Explicit): ................................................................................. 28
1.9.1 Check-Out ............................................................................................................................ 28
1.9.2 Check-In............................................................................................................................... 29
1.10. Where Used & Relations: ............................................................................................................ 30
1.10.1 Where Used ........................................................................................................................ 30
1.10.2 Relations:............................................................................................................................. 30
1.11. 3D Viewer ................................................................................................................................ 31
1.12. Markup (Pdf & JT).................................................................................................................... 32
2. Content................................................................................................................................................ 36
2.1. Add Create Product Structure: .................................................................................................... 36

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 2.2. Remove & Replacing BOM Line items: ........................................................................................ 39
2.2.1 Remove: .............................................................................................................................. 39
2.2.2 Replace: ............................................................................................................................... 40
2.3. Precise & Imprecise Structures: .................................................................................................. 43
2.3.1 Imprecise: ............................................................................................................................ 43
2.3.2 Precise: ................................................................................................................................ 44
2.4. Column Configuration: ................................................................................................................ 46
2.5. Compare Structure: ..................................................................................................................... 48
2.6. Revision rules configuration: ....................................................................................................... 51
3. Workflow ............................................................................................................................................. 53
3.1. Introduction ................................................................................................................................ 53
3.2. Submit to workflow..................................................................................................................... 53
3.3. Assign Users ................................................................................................................................ 54
3.4. Inbox............................................................................................................................................ 55
3.5. DO Task Completion .................................................................................................................... 56
3.6. Assign Reviewers (Select Sign-off task) ....................................................................................... 56
3.7. Reviewer Task .............................................................................................................................. 59
3.8. Acknowledge Task ....................................................................................................................... 60
3.9. Aborting workflow ...................................................................................................................... 60
4. Search.................................................................................................................................................. 62
4.1. Quick search: ............................................................................................................................... 62
4.2. Advanced search: ........................................................................................................................ 65
4.3. Saved search: .............................................................................................................................. 66
4.4. Export search results in Excel: ..................................................................................................... 70

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1. Active Workspace Client
1.1. Home Page:
• Active Workspace Home page contains Tiles, Global Navigation, Profile, Global search.

Fig 1.1.1

1.1.1. Tiles:
• The tiles in the work area are used to perform many tasks, such as accessing Inbox,
Home folder, and saved searches.

1.1.2. Global Navigation:

• Global navigation contains various commands like Folder, inbox, Favourites etc that
are used to navigate to another page/location.
• Click commands to view the Primary Toolbar.

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 Fig 1.1.2

1.1.3. Profile:
• Profile contains information about the user’s group, roles.
• Groups and Roles of a user can be changed in profile, if the user is in multiple groups
and roles.

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 Fig 1.1.3

1.1.4. Global Search:

• Active workspace provides Advanced Search and Saved search.

• Advanced Search feature allows users to perform complex searches using predefined
queries and conditions.

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 Fig 1.1.4

Fig 1.1.5
• Saved Search allows users to save the search item using the save search command.

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 Fig 1.1.6

• Save the search item and click Save.

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 Fig 1.1.7

• Search item gets saved in Saved tab.

Fig 1.1.8

1.2. Pin, Unpin & Resize:

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• Pin an object to home page for quick and easy access.
• To pin an object, select the object → Primary Toolbar → Manage → Pin to Home.

Fig 1.2.1

• To Unpin an object, right click the tile → Unpin.

Fig 1.2.2

• To Unpin an object from Home page from a different page,

Primary Toolbar → Manage → Unpin to Home.

Fig 1.2.3

• To Resize a tile → Resize.

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 Fig 1.2.4

• To Pin User Profile settings to the bottom of browser window, click User Profile → Pop
Out User Properties.

Fig 1.2.5

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 Fig 1.2.6
• Pin a Search to home, Open the saved search item → View→ Pin Search.

Fig 1.2.7

1.3. Home Folder:

• Home Folder has default folders such as Newstuff, Mailbox.
• The Newstuff folder is the default folder for newly created items.
• The Mailbox folder receives any Teamcenter mails sent to the user.

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 Fig 1.3.1
• The Overview tab contains properties and contents of Home folder.
• Navigate tab contains various views such as List, List with summary, Table, Table with
summary, Tree, Tree with summary, Images.

Fig 1.3.2

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 • List View displays the data as a list.

Fig 1.3.3
• List with Summary view displays the data with summary page.

Fig 1.3.4
• Table View displays the data in the table.

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 Fig 1.3.5
• Table with summary View

Fig 1.3.6
• Tree View displays the data in tree

Fig 1.3.7

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• Tree with Summary View

Fig 1.3.8

• Images View

Fig 1.3.9

• To add an object to Favorites, Manage →Add to Favorites.

Fig 1.3.10
• Object gets added to the Favorites folder.

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 Fig 1.3.11

1.4. Folder Create, Delete & Modify:

1.4.1 Create
• To create a folder, New → Add → Folder.

Fig 1.4.1

• In Type, enter Folder.

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 Fig 1.4.2

Fig 1.4.3

• A new folder is created in Home Folder.

1.4.2 Delete a Folder

• Select the folder → Edit → Delete.

Fig 1.4.4

Fig 1.4.5

• Click Delete.

1.4.3 Modify a folder

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 • To modify a folder, Edit → Summary.

Fig 1.4.6
• Edit → Save Edits, to save the changes.

Fig 1.4.7

1.5. Objects create & Modify

1.5.1 Create
• To create an item, New → Add → Item.

Fig 1.5.1

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• In Type, enter Item.

Fig 1.5.2

• Fill in the properties and click Add.

Fig 1.5.3

• New items are created in Home Folder.

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1.5.2 Modify an Item
• To modify an Item, Edit → Summary.

Fig 1.5.4

• Edit → Save Edits, to save the changes.

Fig 1.5.5

1.6. Dataset Create & Modify:

1.6.1 Create
• To add files, in Attachments Tab → Add to.

Fig 1.6.1

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 • Upload the file using Select file option from local device and click Add.

Fig 1.6.2

• File is added to the Attachments tab.

Fig 1.6.3

1.6.2 Modify Dataset

• To modify dataset, click the attachment → Information.

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 Fig 1.6.4

• Click Save to save changes.

Fig 1.6.5

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1.7. Replace file from Named References:
• To replace named reference in the attachments tab, select the file → Edit → Replace
File.

Fig 1.7.1

Fig 1.7.2

• Click Replace to replace the file.

1.8. Save As & Revise Operation:

1.8.1 Save As Operation
• Save As operation duplicates the selected object and saves it with different ID and Name.
• To Save As an item, select the item → New → Save As.

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 Fig 1.8.1

Fig 1.8.2
• Enter the name of the new item and click Save. Item is saved with new item ID.

1.8.2 Revise Operation

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• A Revision object manages the changes made to the objects.
• Revise operation is performed to modify an existing object and save it as revisions.
• When an item is created, an initial revision is created.
• To revise an item, select the item → New → Revise.

Fig 1.8.3

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 Fig 1.8.4

• Click Save to save the new revision.

1.9. Check-In & Check-Out (Implicit & Explicit):

1.9.1 Check-Out
• The Check-Out option locks an object in the database so that it can be modified only by
the user.
• When an object is checked out, other users cannot access the object.
• Explicit checkout occurs when you use a menu command or button to check out an object.
• To explicitly check out an object, select the item → Edit → Check Out.

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 Fig 1.9.1
• Check-Out icon appears in the item header.

Fig 1.9.2

• Implicit Check-Out is done by opening the file.

Fig 1.9.3

1.9.2 Check-In
• The check-In option is used to save the changes made to an object during checkout and
allows other users to access the object.
• Explicit Check-In is done by using the menu command or button.
• To explicitly check in an object, select the item → Edit → Check In.

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 Fig 1.9.4

• Implicit Check-In occurs automatically when the document is closed.

1.10. Where Used & Relations:

1.10.1 Where Used
• Where Used option is used to view, where the selected item or item Revision is used in an
assembly.
• Item used in an assembly can be viewed in the Where Used Tab.

Fig 1.10.1
1.10.2 Relations:
• Relations is used to view objects and the relations between objects in a graphical format.
• Click the Relations tab. By default, the object and its immediate relations appear.
• To view the related objects, click the item → Relations tab.
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 Fig 1.10.2
• Shows all the incoming relations.

• Shows all the outgoing relations.

• Hides the incoming relations for the object.

• Hides the outgoing relations for the object.

• Hides all the incoming relations or shows all the incoming relations.

• Hides all the outgoing relations or shows all the outgoing relations.

1.11. 3D Viewer

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 • The 3D Viewer is used to visualize and interact with 3D models, including JT data, parts,
and resources.
• To open an object in 3D viewer, click an item in assembly → 3D.

1.12. Markup (Pdf & JT)

• Markup refers to the process of adding comments to the attachments such as pdf, images,
or 3D models in the universal viewer.
• It is used to communicate design changes, ideas, or issues related to product development
• Follow to steps to apply markup:
• Click on the markup panel button in the preview of PDF/images.

Fig. 1.12.1

• Select the markup you want to apply. Add text and style options. Then apply the
markup and click on create.

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Fig. 1.12.2

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 Fig. 1.12.3

Fig. 1.12.4

• Markups will be visible. To hide/unhide markups, click on show markups button.

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Fig. 1.12.5

Fig. 1.12.6

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2. Content
2.1. Add Create Product Structure:

• Content tab allows you to create generic product structures that can be configured to show
the product structure at a particular time or for a certain unit.

• The current production design of the product

• The product structure that was effective on a certain date

• A particular customer variant

• Select folder to Create a root Item of Assembly using primary tool bar.

New → Add → Item creation Panel

Fig 2.1.1

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• Creation Panel.

Fig 2.1.2

• Click on Item and select open.

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 Fig 2.1.3

• In Top Content tab visible after opening the Item.

Fig 2.1.4

• After Item created select the Item and click on add option above Item.

Add → Child → Creation Panel

Fig 2.1.5

• Child created. Using same above steps, we can create complete assembly.

• Already created items can also added to Assembly using search option in creation
panel.

After creation of multiple items, Assembly would look like below with parent and
child Level.

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 Fig 2.1.6

2.2. Remove & Replacing BOM Line items:

2.2.1 Remove:

• Right click on the item to remove from assembly.

Select Item → Right click → Remove → Confirm Tab

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 Fig 2.2.1

• Tab opens to confirm the removal of Item, click on Remove.

Fig 2.2.2

2.2.2 Replace:

• Right click on Item need to replace and select Replace option.

Select Item → Right click → Replace → Creation panel

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 Fig 2.2.3

• Creation panel opens fill the data to replace item.

• After Data given click Replace to change item.

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 Fig 2.2.4

• After Item Replaced.

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 Fig 2.2.5

2.3. Precise & Imprecise Structures:

2.3.1 Imprecise:

• Imprecise refers to a variant configuration that is not precisely defined, but rather is a
combination of multiple configurations or options, leading to potential ambiguity or
uncertainty.

• By default, items are imprecise only, we need to explicitly make it precise.

• Column value of item is false means it is Imprecise. By selecting a particular item, in

the overview tab we can see precise property.

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 Fig 2.3.1

2.3.2 Precise:

• These are used when the exact revision of a component is critical. Any changes to the
revision can significantly impact the overall product, making it essential to reference
the specific version.

• If an item reaches the level of precise, then change the value of precise to True.

• Select the Item need to change and In Primary tool bar,

Edit → Summary → Precise property → Save Edits

1. Edit → Summary

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 Fig 2.3.2

2. Tick the check box of precise property of item to make it precise.

Fig 2.3.3

3. After check box given, save the edit using primary tool

Edit → Save Edits

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 Fig 2.3.4

4. If a parent is changed to precise, then child's also change to precise.

Fig 2.3.5

2.4. Column Configuration:

• Column configuration refers to the ability to customize and manage the display of
columns in various tables and views.

• This feature allows users to personalize their workspace by selecting which columns to
display, hiding or showing columns, and rearranging the order of columns to suit their
specific needs.

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1. Select Table setting option and Select Arrange,

Fig 2.4.1

2. It opens column configure panel.

Customize the column based on your need using Move up, Move down options.

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 Fig 2.4.2

2.5. Compare Structure:

• Comparing Assembly in AWC allows you to identify changes or differences between

two product Assemblies.

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• And also, to find the same items are used in both assemblies.
Select Assemblies → View → Compare Structures

1. Select Two Assemblies. (Ctrl + select)

Fig 2.5.1

2. After selecting two assemblies use View tool in Primary tool bar.

Fig 2.5.2

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 3. Compare page with two split Assemblies will open. In the compare panel you can see
Option drop down, select the required options by ticking the check box and Click
compare.

Blue → Indicates Matched Items

Orange → Indicates Different items
Red → Indicates Item is not available in Assembly

Fig 2.5.3

4. Compare page with color differentiation will open to easily recognize the parts.

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 Fig 2.5.4

2.6. Revision rules configuration:

• Revision rules configuration refers to the setup and management of revision rules that
determine the state of objects displayed in the user interface. Revision rules are used to
control the visibility of different revisions of objects, such as documents, parts, and
assemblies, in the AWC client.

• Select user profile to change the Revision Rule.

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 Fig 2.6.1
• By selecting the drop down of Revision Rule, we can be able to change the rules.

Fig 2.6.2

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 • Each rule has different parameters. These parameters define how the rules behave and
interact with the data being managed.

• Example Revision Rule as Latest Working. "Latest working" revision rule selects the
latest working revision of a component or item in a product structure.

Fig 2.6.3

3. Workflow
3.1. Introduction
• A workflow contains a series of tasks.
• The concept of a workflow is that all work goes through one or more business processes.
• Workflow templates define the blueprint of a workflow process to be performed.

3.2. Submit to workflow

• To submit object to workflow, select the object → Manage → Submit to Workflow.

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 Fig 3.2.1
• Select the workflow template and click Submit.

Fig 3.2.2

3.3. Assign Users

• Users are assigned to perform the tasks in workflow.
• Assign users using the Assignments Tab.
• In submit to workflow dialog box, assign the users to perform various tasks.

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 Fig 3.3.1

3.4. Inbox
• Inbox contains the tasks assigned to the users.
• The user can perform the task by clicking the Inbox tile.

Fig 3.4.1
• My Tasks tab contains the tasks assigned to the user.

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 Fig 3.4.2

3.5. DO Task Completion

• Open the task, in the overview tab click Complete to complete the task.
• In the Attachments Tab, the user can also attach files related to the target object.

Fig 3.5.1
3.6. Assign Reviewers (Select Sign-off task)
• Sign-off tasks are assigning authorized users to perform the task.
• In the Assignments Tab, assign the reviewers.

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 Fig 3.6.1

• Select sign-off can be done from the inbox, if the user submits the target object to the
workflow without adding reviewers in submit to workflow dialog box.

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 Fig 3.6.2
• In the reviewer tab, click Add to add users.
• Click Complete to complete the select sign-off task.

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 Fig 3.6.3

3.7. Reviewer Task

• The reviewers assigned to sign-off team perform the task.
• The reviewer performs the task from the inbox.
• Reject and Approve are the decisions made by the reviewers.

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 Fig 3.7.1

3.8. Acknowledge Task

• Acknowledge Task requires a user to confirm a specific action or decision.

• Acknowledge Task contains Select Sign-off task and Perform Sign-off task.
• The reviewer performs the task from the inbox.

Fig. 3.8.1

3.9. Aborting workflow

• Aborting a workflow will cancel its execution and remove it from the user's inbox.

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• To abort a workflow, in the inbox click the task → Manage → Abort.

Fig 3.9.1
• In the Abort Workflow dialog box, add comments and click Abort.
• The workflow gets disappears from the inbox.

Fig 3.9.2

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4. Search

4.1. Quick search:

• Quick search to find objects that match a predefined type of information.

• The Quick search tab is available from the Advanced Search page.

• Choose from a list of predefined search types and refine the query by entering search
criteria. Predefined search types are customized for your site, such as searching for objects
by item name, item ID, keyword, or dataset name.

• Some of predefined Search Types,

→ Item ID - Search the database for matching item ID attributes.

→ Item Name - Search the database for matching item name attributes.

→ Dataset Name - Search the database for matching dataset name attributes.

1. Click the Advanced Search link below global search.

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 Fig 4.1.1

2. Choose one of the types mentioned above in the drop-down of Advanced search.

Fig 4.1.2
3. Enter Item ID and click search.

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 Fig 4.1.3

4. Result will be populated after clicking on Search button.

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 Fig 4.1.4

4.2. Advanced search:

• Advanced Search panel to find objects that match a predefined query. Predefined queries
can display a list of additional criteria to refine the search.

• Choose from a list of predefined queries that are configured for your site. Each query has
one or more additional criteria to narrow the results.

1. Click the Advanced Search link below global search.

Fig 4.2.1

2. Choose the type in the drop down of Advanced search.

Example – Item,

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 Fig 4.2.2

In this type you can see it asking for additional criteria to refine the search result. After
the values given to the text box click on search button, it populates accurate result.

4.3. Saved search:

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• Search allows users to save a search for future use.
• Save searches to allow others to view or to quickly recall later.

1. Run a search using the desired criteria.

Fig 4.3.1

2. Click the "Save Search" button above the populated values.

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 Fig 4.3.2

3. Enter a name for the search in the "Save Search" dialog box.

Optionally, select "Allow others to view" to share the search with other users.

Optionally, select "Pin to Home" to create a tile for the saved search on the home
page.

Click "Save" to save the search.

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 Fig 4.3.3

• Saved searches can be retrieved from the home page, if pinned. Users can also edit,
delete, or rename saved searches as needed.

Fig 4.3.4

• (OR) Click the Saved Search link below global search to reuse the saved searches.

Fig 4.3.5

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4.4. Export search results in Excel:

• Exporting search results to Excel is a common requirement in various applications.

• From the Table or Table with Summary view of your search results, you can export
rows to Microsoft Excel.

(Note that any one of the Table or Table with Summary views is required before you can
export to Excel.)

1. Run a saved query and select the search results you want to export.

Activate Selection Mode on the results panel toolbar. You can also Select All or Clear
Selections.

Fig 4.4.1

2. When your items are selected, choose Share → Export from the primary toolbar.

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 Fig 4.4.2

3. In the Export to Excel dialog box, select the desired options, such as exporting selected
objects or all objects in view.

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 Fig 4.4.3

Click Export to generate the export Excel file.

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