cocreate onespace 2007 training model manager 2007 user training
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CoCreate OneSpace 2007
Training
Model Manager 2007 User Training
Welcome!
Agenda
Model Manager overviewUser interface overviewUsing Model ManagerConclusion
1 Model Manager overview
This section covers:• Model Manager description
• How it differs from previously released CoCreate products
• How it can help you work
• A user interface tour
1.1 What is Model Manager?
Database
Model Manager is your Modeling connection to the database.
OneSpace Modeling
Model Manager
1.2 Key features
Enhanced Bill of Materials (BOM) functionality• Scan BOM
• BOM Editor
• BOM report wizard
Create new versions of Masterdata, or reuse existing MasterdataMore preferences to control the Model Manager user interfaceCreate tasks and schedule jobs
• Clash Analysis
• 2D Format Generation
• Plot
1.3 How does Model Manager help you work?
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Model Manager puts your data where it belongs—in a database.
Database
1.4 How does Model Manager differ from Desktop and from Design Data Manager?User interfaceBehind the scene
• More robust integration
Improved use model• Top-down save
Performance improvement
1.5 Starting Model Manager
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1.5 Starting Model Manager (2)
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1.5 Starting Model Manager (3)
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1.6 The Model Manager and Design Data Management menu panels
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1.7 Activate the Model Manager toolbar
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1.8 Accessing Model Manager functionality: the Model Manager toolbar Workspace
Save
Reload
Add Thumbnail
DB Properties
Reserve
Unreserve
Refresh Status All
Allow Edit
Save Snapshot
1.8 Accessing Model Manager functionality: the Modeling Structure Browser
1.9 Model Manager user interface tour
Workspace windowDynamic menusLoad windowRefresh Status buttonStatus informationSave windowOnline help
1.9.1 The Workspace window (1)
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1.9.1 The Workspace window (2)
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1.9.2 Dynamic menus
1.9.3 The Load window
1.9.4 The Refresh Status button
1.9.5 Status information
1.9.6 The Save window
1.9.7 Model Manager online help
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2 Database integrity
Components of database integrityPackage files v. 3D data format
2.1 Components of database integrity
Model uniqueness (system ID)Unique identifier for the databaseContents ID
2.2 3D data format
3D data formats vs. package files• Today’s training
2.2 3D data format (2)
3D data formats vs. package files, continued• Factors to consider
2.3 Preparing classroom data
LoadAssign new System IDSave it to the database
• Use the Rename Wizard to create unique names
2.3.1 Assign new System IDs2a2a
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2.3.2 Save the model
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2.3.3 Rename assembly/parts
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2.3.4 Details
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2.3.4.1 Model Name
2.3.4.2 Shared objects
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2.3.4.3 Edit model name
2.3.5 Save 3D
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3 Finding data
Basic searchAdditional search fieldsSave your searches
3.1 Basic search
3.1 Basic search (2)
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3.2 Additional Search fields
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3.3 Save your search
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3.3 Save your search (2)
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3.3 Save your search (3)
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3.4 Modify your saved search
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3.4 Modify your saved search (2)
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3.5 Create a prompted search
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4 Loading objects with Model Manager
Load from the Model Manager WorkspaceThe Load windowCheck populated Details fields
4.1 Load from the Workspace window
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4.2 The Load window (1)
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4.2 The Load window (2)
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4.2 The Load window (3)33
4.2 The Load window (4)44
4.2 The Load window (5)
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4.2 The Load window (6)
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4.3 Load Options
4.3 Load Options (2)
4.3 Load Options (3)
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4.4 Tips: Loading
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5 Refresh status
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6 Adding thumbnails
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7 Editing preferences
7.1 The Workspace tab
7.2 The Thumbnail tab44
7.3 The Advanced tab
7.3 The Advanced tab (2)
7.3 The Advanced tab (3)
7.3 The Advanced tab (4)
7.3 The Advanced tab (5)
Show attachment folders for models and drawings andShow shares folders for models checked
Show attachment folders for models and drawings andShow shares folders for models not checked
8 Top-down saves in Model Manager
Save locationsModify a partPerform a top-down save Create a change note
8.1 Three ways to save
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8.2 Modify a part
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8.2 Modify a part (2)
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8.3 Top-down save
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8.3.1 Filter and Search
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8.3.2 Change note
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9 Database properties
9.1 Database properties: Edit and Full modes
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9.2 Database properties: Table Edit11
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10 Organizing Data
Topics: • Packets
• Projects
• Folders
• Favorites
10.1 PacketsPrimary form of data access controlLike envelopes
• Open and edit contents
• Seal and send to another person or group
• Remove unwanted items
10.1.1 Packet Terminology
Personal packetWorking packet
• Data saved in working packet
Reserved by Editable by me?
Referenced in packet Someone else No
Reserved in packet Me Yes
Unreserved from packet No one No
10.1.2 Packets and work states
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10.1.2.1 Working Packet88
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10.1.3 Copy/paste object(s)
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10.1.4 Cut/paste object(s)
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10.1.5 Drag and drop an object
Single objects only
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10.1.6 Send a packet
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10.2 Projects
Organize and assign roles for folders and documentsEnabled by system administrator
10.2.1 Project RolesControl who can access and change projects, folders, and documentsDefault roles
• Project Manager – all permissions within the project• OWNER – owns the project and has all permissions for the project• Folder Creator – may create new folders• Document Author – may create and change documents• Document Reader – may view and save subprojects, folders, documents
and files• Releaser – may change a document’s state to released• Part Releaser – may change a part’s state to released• Locker – may change a document’s state to locked• Approver – may change a document’s state to approved• Designer – may create and change documents, view and save
subprojects, folders, documents, and files• Part Designer – may create and change parts
10.2.1.1 Roles and permissionsRole Change state Create folder Create/Modify
documentView projects, folders, documents
Project Manager Yes Yes Yes Yes
OWNER Yes* Yes* Yes* Yes*
Releaser Released only No No Yes
Part Releaser Released only No No No
Locker Locked only No No Yes
Approver Approved only No No Yes
Folder Creator Yes Yes Yes Yes
Document Author Yes No Yes Yes
Document Reader No No No Yes
Designer No No Yes Yes
Part Designer No No Parts only Yes
* OWNER role only has full permission on items they own
10.2.2 Creating Projects
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10.2.3 Create a Project and Modify Roles
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10.2.3 Create a Project and Modify Roles (2)
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10.2.3 Create a Project and Modify Roles (3)
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10.2.4 Controlling Project
The project whose roles control access to an itemA packet controlled by a project is governed by the project’s roles
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10.2.5 Project Views and Visibility
Project view – items visible in the projectAn item can be visible in more than projectItems visible in a project view might or might not be controlled by the project
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10.2.5 Project Views and Visibility (2)
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10.2.5 Project Views and Visibility (3)
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10.2.6 Restoring the Confirmation Dialog
10.3 Folders
Organize documents and folders in foldersInherit project’s roles
• Cannot assign roles or permissions directly to folders
10.4 Favorites
Your custom view of the dataAlways includes My Subscriptions and My PacketsMay include other items
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10.4.1 Organize Favorites
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11 Working in teams
Reserving and unreserving objectsSubscriptionsNotificationsRunning Model Manager and Drawing Manager standalone
11.1 Reserving and unreserving objects
You must reserve an object before you can edit itOnly one person can reserve an object at a timeYou must unreserve a reserved object before someone else can edit it
11.1.1 Reserving and unreserving activity
You are ready to perform a teamwork exercise in Model Manager. With a partner, follow the directions below to:Find a part Reserve a part Modify a part
11.1.1 Reserving and unreserving activity (2)
You are ready to perform a teamwork exercise in Model Manager. With a partner, follow the directions below to:Find a part Reserve a part Modify a part
11.2 Subscriptions
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11.3 Notifications
Let you know when you are working on an older versionCompare your session data with the database data
• Interval determined in your preferences
Use Refresh Status All in Modeling to trigger a refreshA pop-up dialog alerts you when you are working on an older version
11.3.1 Exploring Notifications
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11.3.1 Exploring Notifications (2)
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11.4 Investigating conflicts
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11.4 Investigating conflicts (2)
11.5 Resolving conflicts
Assign new SysID to local modelReplace local model with DB modelReplace DB model with local model (DB Overwrite or New Version)
11.6 Model Manager and Drawing Manager standalone
Start from the Windows Start menuCreated for non-CAD team membersInstall from Software Distribution ServerLaunches 3D Access, Model Explorer, or Modeling to view modelsLaunches 2D Access, Drafting, or Annotation to view drawingsLimitations
• Cannot save drawings, models, or assemblies
• Cannot send a BOM view to Annotation
12 Reload 3D
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12 Reload 3D (2)
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12 Reload 3D (3)
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13 Update
13 Update (2)
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13 Update (3)
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13 Update (4)
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13 Update (5)
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14 Partial Load
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14 Partial load (2)
15 Using snapshots11
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15.1 Saving a snapshot
15.1 Saving a snapshot (2)
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16 Replace by version
16.1 Replace by version
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16.1 Replace by version (2)
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17 Lightweight models
Graphical representation of a 3D model, without the geometryAutomatically saved starting with Modeling 2007Benefits of Lightweight models when working with very large assemblies
• Load models faster and in less memory than full 3D models
• See the visual context around the models on which you are working
• Select models for reload visually rather than trying to identify them from a partial load structure
Limitations of Lightweight models• Can’t modify a Lightweight model
• Can’t generate an eDrawings or XVL file from a Lightweight model
• Can’t use Lightweight models and simplifications together
17.1 Load Lightweight models
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17.2 Change load type
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18 Model Manager in Annotation
Start AnnotationCreate an Annotation drawingSave an Annotation drawingLoad an Annotation drawingModify associated 3D dataSave modified Annotation drawing
18.1 Start Annotation
18.2 The Model Manager 2D toolbar
Workspace
Save
Add Thumbnail
DB Properties
Reserve
Unreserve
Update Titleblock
18.2 The Model Manager 2D toolbar (2)
18.3 Create and save a drawing (1)
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18.3 Create and save a drawing (2)
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18.3 Create and save a drawing (3)
18.3 Create and save a drawing (4)
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18.4 Modify 3D object and update 2D drawing
Delete 2D and 3D dataModify 3D objectUpdate 2D drawingSave 3D and 2D
18.4 Modify 3D object and update 2D drawing (2)
18.4 Modify 3D object and update 2D drawing (3)
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18.4 Modify 3D object and update 2D drawing (4)
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18.4 Modify 3D object and update 2D drawing (5)
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18.4 Modify 3D object and update 2D drawing (6)
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19 Title blocks
19.1 Create and place text on drawing
19.2 Customize text
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19.3 Modify the text reference
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19.3 Modify the text reference (2)
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19.4 Modify title block frame type
20 BOM Editor
MasterdataScan BOMAdd Child partAssign position numbersView BOMEdit BOMCompare BOMsBOM CheckpointsBOM SplitsOptions, Views, and EffectivitiesBOM Report ConfigurationsExport BOM
20.1 Masterdata
Masterdata for part #101
Masterdata for part #102
3D model
Gear.sd2D drawing of gear
Gear.mi
Material A Material B
20.2 Scanning a BOM
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20.2 Scanning a BOM (2)
20.2 Scanning a BOM (3)
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20.3 Add new child part to a BOM
Automatically link new Masterdata to top-level MasterdataManually place existing Masterdata under top-level Masterdata
20.3.1 Automatically link new Masterdata element to top-level Masterdata
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20.3.2 Manually place existing Masterdata under top-level Masterdata
20.4 Assigning position numbersdd
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20.5 Viewing a BOM report
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20.5 Viewing a BOM report (2)
20.5 Viewing a BOM report (3)
20.6 Editing a BOM
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20.6 Editing a BOM (2)
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20.7 Comparing BOMs
20.7 Comparing BOMs (2)
20.8 BOM Checkpoints22
20.8 BOM Checkpoints (2)
20.9 BOM Splits
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20.10 Options, Views, and Effectivities
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20.10 Options, Views, and Effectivities (2)
20.10 Options, Views, and Effectivities (3)
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20.11 Report Configurations
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20.12 Exporting a BOM Report
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20.12 Exporting a BOM Report (2)
21 Managing Design Simplifications
Simplified representation of a part or assembly• Obscures details
• Faster loads
Can’t create a simplification of a Lightweight model
21.1 Saving a simplification
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21.1 Saving a simplification (2)
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21.2 Verify simplification
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21.3 Load a simplification
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Common Task InformationCreate a task: Clash AnalysisCreate a task: 2D Format GenerationCreate a task: Plot
22 Tasks
22.1 Common Task Information
22.2 Create a task: Clash Analysis22 33 55
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22.2 Create a task: Clash Analysis (2)
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22.3 Create a task: 2D Format Generation
22.3 Create a task: 2D Format Generation (2)
22.4 Create a task: Plot
22.4 Create a task: Plot (2)
23 Conclusion
SummaryOther resources
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