Working with Solid Edge SP
Self-Paced Training
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Course overview
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Course overview
This course teaches Solid Edge SP end users how to manage CAD data.
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Prerequisites
You must be familiar with Solid Edge and with Microsoft SharePoint.
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Course objectives
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Become familiar with the basic elements of the Solid Edge SP interface.
•
Learn how to browse for data and view object relationships.
•
Understand how you can manage changes to your data using ECRs and
ECOs.
•
Learn how to track changes using projects and how to mark projects complete.
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Course scenario
In this scenario, you take on the following user roles to perform various functions:
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Designer
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Pit crew member
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Engineering manager
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How to use this course
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This course includes activities in the form of interactive simulations.
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Use the controls at the bottom of the simulation window to:
o
o
Restart the simulation
Play or pause the simulation
o
Skip ahead
o
Go back
o
Mute the simulation
o
Turn closed captioning on or off
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Display the Help
1.
From any site in Solid Edge SP, click the Help button located under your
user name.
2.
Click the Home button
3.
Do one of the following:
4.
.
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Click the Solid Edge SP User Help link.
•
Click the SharePoint Foundation 2010 link.
Browse the Help or search for specific topics.
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Introducing Solid Edge SP
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Introduction to Solid Edge SP
Purpose
The purpose of this lesson is to introduce you to Solid Edge SP.
Objective
After you complete this lesson, you should be able to:
•
Understand how you can use Solid Edge SP to meet your business needs.
•
Identify the major components of the Solid Edge SP interface.
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Solid Edge SP overview
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Solid Edge SP is built on the Microsoft SharePoint platform.
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Use Solid Edge SP to manage CAD engineering data.
•
Solid Edge SP is pre-configured but it is also configurable so you can
customize it to fit your company’s needs.
Note
Sometimes Solid Edge SP is referred to as Insight XT or IXT.
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Solid Edge SP interface
The Solid Edge SP interface is similar to SharePoint because Solid Edge SP
is built on top of SharePoint.
Ribbon
Quick Launch
Web Parts
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Solid Edge SP interface
In Solid Edge SP you work with two basic types of objects:
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Containers
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Documents
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Ribbon
The ribbon:
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Is the area at the top of each page that contains the application commands.
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Includes the Solid Edge SP Home tab and the data sites:
o
In-House
o
Purchased
o
Sandbox
o
Documents
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Solid Edge SP Home tab
The Solid Edge SP Home tab:
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Is context sensitive.
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Provides access to Solid Edge SP functionality.
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Quick Launch
The Quick Launch gives you quick access to Solid Edge SP and SharePoint
capabilities.
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Quick Launch
The Quick Launch includes the Solid Edge SP Tools sites:
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Projects
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Carts
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Search
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Change Management
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Configuration
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Web Parts
Web Parts add functionality to site pages in Microsoft SharePoint.
The following are Solid Edge SP Web Parts:
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Content Browser
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Relation Browser
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Search
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Document libraries
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Activity: Explore the Solid Edge SP interface
In this simulation, you explore the basic elements of the Solid Edge SP interface.
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Browsing for data in the Content
Browser
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Browsing for data
Purpose
The purpose of this lesson is to show you how to browse for data in Solid Edge SP.
Objective
After you complete this lesson, you should be able to:
•
Browse through sites, document libraries, folders and so on, using the
Content Browser.
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Know how data is organized into sites, document libraries, folders, parts,
and part revisions.
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Send objects to the Relation Browser for further investigation.
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Preview a thumbnail of an object and view object properties.
•
Add objects to Favorites.
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Content Browser overview
The Content Browser:
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Enables you to navigate within the physical structure of sites, libraries,
folders, parts, and revisions.
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Displays SharePoint folders first, followed by Solid Edge SP objects.
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Is available in the data sites and some of the Tools sites.
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Data organization
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Data is organized in data sites.
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Within sites, data is organized in document libraries.
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Inside document libraries are folders, parts, and part revisions.
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Parts and part revisions are fundamental data objects used to manage CAD
information.
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Data organization
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Every Solid Edge SP part contains at least one part revision.
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Parts are used to represent a product, part, or component.
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A part revision can contain only one 3D CAD file but can contain many 2D
files, draft files, PDF files, and so on.
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How do I
The following is a list of sample procedures related to the concepts in this lesson.
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Browse content in the Content Browser
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Display the Quick Access Menu
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Activity: Browse content
In this simulation, you:
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Explore the Content Browser.
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Browse for an assembly file.
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Add the assembly to Favorites so it will be readily available for use in a
later simulation.
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Viewing object relationships
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Viewing object relationships
Purpose
The purpose of this lesson is to show you how to explore the relational structure of
data and how to analyze property values.
Objective
After you complete this lesson, you should be able to:
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Display objects in the Relation Browser.
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Change the views displayed in the Relation Browser.
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Move and resize the display.
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Identify the meaning of the different icons in the display.
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Use the shortcut menu.
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Identify checkout information based on the color scheme in the indented view.
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About object relationships
The Relation Browser enables you to:
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Explore the relational structure of data in the map view
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Analyze property values in the list view
.
and the indented view
.
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Viewing the object relationship structure as a map
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Use the Map View button
relationship types.
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You can view objects as thumbnails or icons:
to display the structural information of all
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Viewing the object relationship structure as a tree
Use the Indented View button
to display object relationships as a hierarchical
tree, with configured property information.
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Viewing the object relationship structure as a list
Use the List View button
property information.
to display object relationships as a list, with configured
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Modifying the map view display
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To change the way the map view looks, use the Relation Configuration
command
.
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To display all occurrences or pack multiple occurrences of identical objects
into one structure node, select the Compact check box.
•
To manipulate the display in the map view in the Relation Browser, click the
Expand/Collapse Toolbar button
.
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How do I
The following is a list of sample procedures related to the concepts in this lesson.
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Display the object relationship structure as a map
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Display the object relationship structure as a tree
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Display the object relationship structure as a list
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Modify the map view display
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Compact the view of assemblies
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Manipulate the map view display
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Activity: View object relationships
In this simulation, you:
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Explore the Relation Browser.
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Investigate the relationships between the objects that make up an assembly.
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Managing changes
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Managing changes with ECRs
Purpose
The purpose of this lesson is to show you how to work with engineering change
requests (ECRs).
Objective
After you complete this lesson, you should be able to:
•
Create ECRs.
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Embed documents into ECRs.
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Refresh Solid Edge SP to display any changes to the data.
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Search for data.
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Link part revisions to ECRs.
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Mark up parts in Solid Edge SP Viewer to provide detailed instructions to
designers.
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Overview of engineering change requests (ECR)
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Use engineering change requests (ECRs) to identify the need for change
or to analyze a change requirement.
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ECRs do not get released, and cannot go through workflow, but their contents
do go through workflow.
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ECRs are considered to be permanent binders.
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Documents that are specific to an ECR should be embedded in the ECR.
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Creating ECRs
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You create ECRs in the Change Management site.
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The ECR numbering scheme is ECR-####. For example, ECR-0001.
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Embedding data
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You can embed data into various containers.
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To embed objects, you use the Upload Document command.
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Embedded files are not updated.
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Searching for data
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Search includes two categories: Named Searches and My Saved Searches.
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The search supports wildcards and other standard search criteria.
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The search page saves the criteria of your most recent search as Last Search.
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You can create and save searches for later use.
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Search results overview
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Search results are displayed in the search window.
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Search results are limited by your user permissions.
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You can limit search results by content types.
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You can act on the search results by right-clicking any of the results.
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Managing multiple objects of the same type
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You can only link objects to the active object.
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Only one object can be active at a time.
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By default, the active object is the latest object you created.
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A green star on top of an object’s icon indicates that the object is active:
.
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Linking objects
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You can link objects, such as parts and ECRs, to ECOs or ECOs to projects.
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Use the Relation Browser to view the linked data.
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The object to which you want to link must be the active object.
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When you link or unlink objects, the system automatically performs an implicit
checkout.
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Unlinking objects
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Use the Unlink command
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The Unlink command is available when you right-click any link in the Relation
Browser.
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When you link or unlink objects, the system automatically performs an implicit
checkout.
to unlink objects.
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Viewing data in Solid Edge SP Viewer
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Use the Solid Edge SP Viewer to share multiple documents in a collaborative
environment.
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To launch the Solid Edge SP Viewer, use the Open in Viewer command.
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The As Saved revision rule determines which version of the linked document
to open.
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Solid Edge SP Viewer does not open Solid Edge files.
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How do I
The following is a list of sample procedures related to the concepts in this lesson.
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Create an ECR
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Create and embed a document
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Search for data
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Make an object active
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Link objects
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Unlink an object
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View data in Solid Edge SP Viewer
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Activity: Create an ECR
In this simulation, you:
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Take on the role of a pit crew member.
•
Create an ECR.
Note
As a pit crew member, you do not have access to the CAD system, but
you can use the ECR to communicate to the design team the changes
you want to see.
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Managing changes with ECOs
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Managing changes with ECOs
Purpose
The purpose of this lesson is to show you how to work with engineering change
orders (ECOs).
Objective
After you complete this lesson, you should be able to:
•
Create ECOs.
•
Link ECRs to ECOs.
•
Limit the search results by filtering by content types.
•
Link part revisions to ECOs.
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Overview of engineering change orders (ECO)
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Use engineering change orders (ECOs) to describe modifications that need
to be made because there have been corrections or changes.
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ECOs can go through workflow for review and approval.
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ECOs are considered to be permanent binders.
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ECOs can contain one or more ECRs.
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You can link ECRs to ECOs and you can also embed documents into ECOs.
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Creating ECOs
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You create ECOs in the Change Management site.
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The ECO numbering scheme is ECO-####. For example, ECO-0001.
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How do I
The following is a list of sample procedures related to the concepts in this lesson.
•
Create an ECO
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Activity: Create ECOs
In this simulation, you:
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Take on the role of an engineering manager.
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Create an ECO for the ECR you created in the previous simulation.
•
Create an ECO for the suspension components that also require change.
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Tracking changes using projects
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Tracking changes using projects
Purpose
The purpose of this lesson is to show you how to track your changes using Solid
Edge SP projects.
Objective
After you complete this lesson, you should be able to:
•
Create projects.
•
Link ECOs to projects.
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Basic concepts about projects
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A project is a binder that holds all project-related data.
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You can manage your data by project.
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Projects are considered to be permanent binders.
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Projects always reference the latest version of data.
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You can link data to a project or embed it into the project.
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You can send projects through a workflow.
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You can display projects and change their structure in the Structure Editor.
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Creating projects
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You create projects in the Projects site.
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The projects numbering scheme is PRJ-####. For example, PRJ-0001.
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How do I
The following is a list of sample procedures related to the concepts in this lesson.
•
Create a project
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Activity: Create a project
In this simulation, you:
•
Create a project.
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Attach the two ECOs to the project.
•
Use the project to track all the changes to the related components.
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Completing projects
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Completing projects
Purpose
The purpose of this lesson is to show you how to complete a project.
Objective
After you complete this lesson, you should be able to:
•
Launch Solid Edge from Solid Edge SP.
•
Understand the Solid Edge SP-related information that is available in the
PathFinder.
•
Create a new part revision in Solid Edge.
•
Mark a project complete.
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Viewing data in an editor
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To open any object in its associated editor, use the Open in Editor command.
•
The Windows file types associations determine the appropriate editor for
any given file.
•
The As Saved revision rule determines which version of the linked document
to open.
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About the PathFinder
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Automatically retrieves information from Solid Edge SP.
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Displays part numbers, titles, and status.
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Displays in green the information for parts that are checked out to you.
•
Displays in orange the information for parts that are checked out to someone
else.
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Creating a new part revision in Solid Edge
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Part revisions that have release status are read only.
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Use the Read-Only Assistant to create a new revision you can modify.
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Editing object properties
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You edit object properties through the Preview/Properties Card.
•
When you edit an object’s properties, the system automatically performs
an implicit checkout.
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How do I
The following is a list of sample procedures related to the concepts in this lesson.
•
View data in an editor
•
Create a new part revision
•
Edit object properties
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Activity: Complete the project
In this simulation, you:
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Take on the role of designer again.
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Perform the tasks the engineering manager assigned to you.
•
Mark the project complete in Solid Edge SP.
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