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Teamcenter Basics – Thin Client

Updated as of 5/11/2016

Teamcenter Basics – Thin Client – Part One

Table of Contents

2

Table of Contents

1. Introduction

2. Getting Started

3. Item Basics Concepts

4. Searching for Items

5. Other Useful Teamcenter Techniques

6. Navigating Parts


Introduction

4

Visual of the Manufacturing IT Network

5

The Advantage of Using Teamcenter Engineering Software

In essence, Teamcenter is a program that encourages high quality communication between cross-functional groups. The

Teamcenter program reserves space on a server farm known as the Teamcenter vault. As various applications are used,

Teamcenter interacts with them and allows a high degree of organization to the data that is produced or utilized. For example, a

designer sits down to create a simple product such as a toaster. She knows that the toaster is going to be made up of a top

cover, a base, a heating element, and a plug. The designer then starts the Teamcenter program and begins to run CATIA or

some other authoring tool through the program, meaning Teamcenter has hooks that go back to the CATIA application and tag

the data as it’s being created. As the application is being run, the data lives on the user’s account on the local memory of the

computer that they are using. However as soon as the data is saved, the data is copied onto the server farm that is the

Teamcenter vault. As various users of the data need it, Teamcenter controls the access to the data and allows users to continue

to produce other data files associated with the original data. One of the most powerful abilities of Teamcenter is that it allows the

creation of data items. A data item is a container that allows a user to package many different types of “relational” data together.

For example, the designer in the previous case creates a data item called plug. Once the design of the plug is prototyped and

tested, there may be test results generated along with other notes that are pertinent to the design. These various notes and data

files are then packaged into the same data item as the original CATIA part file. Another advantage that the data item affords is

that when the original data file is created there may be new revisions of it that are required as the design or the manufacturing

take place. All of these revisions will be housed inside of the same data item.

Not all data lives in the Teamcenter vault. In some cases Teamcenter is used by other applications that access data and operate

on it then send it out to some other server. For example, in the case of the Metrix program as shown in the figure above.

6

Why CHANGE ?

Johnson Controls Confidential

Transform from Mostly disconnected to ONE System

structure -- “Its Just There”

▪ different team members in

▪ different locations have

▪ different documents in

▪ different “status” in

▪ different folders with

▪ different formats and applications with

▪ different information on

▪ different work places to work on

▪ the same project….

CURRENT State

“Disconnected &Different Systems

▪ each team member in

▪ every location should work on the

▪ same documents with a

▪ precise status managed by

▪ one platform to have

▪ permissions control the

▪ current and released information

▪ just in time and

▪ wherever needed

▪ in every needed application to work on

▪ the same project….

Future State

“Common” SameSystem

+

ERP

System

7

What Is PLM?

The Program is a container for Part and other document information.

Part 3

Part 2

Part 1

8

What Is PLM? (cont’d.)

The Part Revision is a container for information.

3D CAD

Drawing – 2D CAD

Test

Results

Inspection

Report

PPAP

Report

9

What Is PLM? (cont’d.)

Information Development Factory → Production Factory

Development Factory

(Tech Center)

Production Factory

Teamcenter

On The Road

10

Program Vs PWP

• Program = Product Group participating in any given contract/SOW e.g.,

Overhead Console, Door Panels, etc.

• Product Work Package (PWP) = Represents work packages containing and

describing Engineering work to be done to develop a product within the

overall framework of a Program.

Program

Master

Product

Work

Package

YFAI Approved Construct


Getting Started

12

Log In

Thin Client vs Thick (Rich/Local) Client

1. Review the Location, TcEng, and

whether you are a CAD user or

Teamcenter User. Make the correct

selections based on your Login

needs. You are either a CAD user

or a Teamcenter User.

2. If a CAD User, click on the Launch

CAD & Tc button.

3. If a Teamcenter (only) User, click

on the Launch Tc Thin Client.

Thin Client: Teamcenter

user interface that provides

a streamlined browser-

based view of product

information stored in a

Teamcenter database. The

thin client is configured in

the Web tier, which creates

and serves its Web pages

to the client.

Thick (Rich/Local) Client:

Java-based user interface

to Teamcenter installed on

user workstations. The rich

client accesses Teamcenter

databases using a remote

or local server.

13

Log In – Thin Client

1. Enter your user name.

2. Enter your password.

3. Click the Login button.

14

Log In – Thin Client (cont’d.)

1. Click the “I accept the

risk and want to run this

application.” button.

2. Click on the Run button.

After you login, you’ll

receive this security

warning. By clicking this,

the applet from Siemens

runs. There is no damage

to your computer. This

needs to be run so that

Teamcenter Thin Client

can be used.

15

Get Familiar with the Teamcenter Navigation

1 Menu Bar and Button Bar

Provides access to menu and button commands and lists the current user name, group, role, revision rule, and server.

2 Navigation Pane

Provides search functionality, link groups, and application buttons. You can expand and collapse the entire pane and pane groups, select what is displayed in primary and secondary areas, and configure the display of applications.

3 Component Pane

Displays component hierarchies in a tree view. You can resize this pane to be wider or narrower.

4 Data Pane

The data pane displays tabbed information.

• Depending on the type of object selected and the configuration specified in

your installation’s XRT style sheet, you may see tabs such as Overview,

Details, Related Datasets, Attachments, History, Change History, Where

Used, Structure, Impact Analysis, Available Revisions, and Viewer.

• Groups of objects within a tab, called object sets, can be configured in the

XRT style sheet. Each group of information can be configured to display

in table, list, or thumbnail. Each group can also be supported by action

command buttons such as Cut and Copy.

16

Teamcenter Pane – Navigation Pane

1 Quick Search

Quick Search - Allows you to make a simple search for items and datasets by item ID, keyword, item name, or

dataset name. Choose the search type from the list, type the search values, and click the Go button to begin.

Advanced Search - Allows you to initiate advanced queries with predefined criteria. You can save query criteria that

you use frequently. Choose Advanced from the search menu to set up an advanced search.

2 Link Groups

Quick Links

• Home - Returns to your home page from any other page.

• My Worklist - Displays your worklist from any other page.

• My Saved Searches - Displays your saved searches.

• My Links - Creates a list of bookmarks.

• My View Markup - Creates a list of your markups.

History

• Contains links to pages you have recently visited.

Favorites

• Contains links to pages you have bookmarked using the Actions → Add to Favorites menu command.

I Want To

• Contains shortcuts to common actions.

3 Primary Application Buttons

Provides access to your most frequently used Teamcenter applications.

4 Secondary Application Bar

Provides access to your additional Teamcenter applications.

17

Teamcenter Pane – Organization Pane

Types of Items:

• Mailbox

• Newstuff

• Programs

• PWPs

• Folders

• Parts (Items/Item Revisions)

• BVRs (BOM View Revisions)

• Datasets

Consider this similar to the

Windows Explorer.

18

Teamcenter Pane – Data Pane

Types of Tabs:

• Overview

• Impact Analysis

• Details

• Program Overview

• Other Attributes

• Related Information

• Change Management

• Viewer

• Secondary Designs

• Structure

• Legacy Data

• Supplier and OEM Data

• Material Master

• Related Datasets

• Available Revisions

• Referenced by Changes

• Related CPP Parts

• Related Controlled Documents

• PPAP

These tabs change based on

the item you are Standing On

(Targeting/Selecting) in the

Organization Pane.

19

Web Client Error Code

When navigating around Teamcenter Thin Client, you receive an error that looks similar

to this, just click the OK button. It is a system error, but nothing happens when you click

the OK button.


Item Basics Concepts

21

Object Types: Icons and What They Mean

Program: Work Area for Program Management

Product Work Package (PWP): Work Area for Engineering

BOM View: BVR or BOM View Revision

ERP Design/ERP Design Revision: Anything created in Teamcenter that has the

potential to be manufactured and sold.

Work Package folder: System Generated folder when the Program was created.

End Items B355: Example of a Folder created for a Program or PWP that was

created by a user and assigned to project team for creating/revising within the

folder.

Mailbox: Folder in Organization Pane where Envelopes are stored.

Assembly with design: Example of unread Envelope.

BMW Program: Example of read Envelope.

Newstuff: Folder when creating/revising an object that Teamcenter errors

(Example: You may not have access to a Program/PWP.)

22

Available Item Statuses – Part Icons in Thin Client ONLY

You will only see the most

current revision that has been

approved through a Workflow

process (Award BOM,

Engineering Approval,

Change Order).

Expand open the

Represented By folder

will allow you to see

any designs

associated with the

Part Item Revision if

included.

Expand open the

design to see any

application CAD data,

along with a BOM if

design is an Assembly

design.

23

Available Item Statuses – Part Icons in Thin Client ONLY (cont’d.)

Example of a Part Revision

shows after the EAR has

been processed.

1. Checkered Flag on the

Part Revision name

2. Engineering Approved

designation

Example of a Part Revision

shows after the CR/CO has

been processed.

1. Checkered Flag on the

Part Revision name

2. Released designation

Expand open the View

folder (in the Part Item

Revision or Design

Item) to view the

objects that are

contained within that

BVR.


Searching for Items

25

Perform a Quick Search

1. Click on the Quick Search

in your Navigation Pane.

2. Click on the Item ID down

arrow and choose which

type of quick search you

would like to complete.

3. Enter the information into

the second box below.

4. Click on the Green box with

arrow (Go).

5. Results show up in the Data

Pane.

26

Perform an Advanced Search

1. Click on the Advanced

Search link in the

Navigation Pane.

2. Choose one of the defaulted

search choices to filter to

specific searching fields.

3. Populate the fields and click

on the Find button.

27

Advanced Search – Search by Partial Number with Wild Card

The * key is your wild card

designation. By knowing partial

information, a search can pull

multiple items.

1. In any of the searches,

Quick or Advanced, using

the * (asterisk) is the wild

card.

2. Click the GO button (green

button).

3. Your results display in the

Data Pane.


Other Useful Teamcenter Techniques

29

Receive a Teamcenter Envelope

1. Click the “+” sign to expand

the Mailbox.


the envelope that shows the

link inside.

30

Receive a Teamcenter Envelope (cont’d.)

3. Stand on the object, click

the blue down arrow, and

select the Copy text.

4. Stand on Home, click the

blue down arrow, and click

the Paste link.

5. Item appears under Home

at the top of your screen.

31

View BOMs

1. Locate the BVR and stand

on the item in the Home

Organization Pane.

2. Select View/Structure.

3. View the BOM in the

Structure Manager.

4. Once finished, click the

Home link in the Navigation

Pane.

32

View Designs

When an item has a

design associated with

the part, the Viewer tab

allows you to see the

3D and allows you to

rotate that design,

along with sectioning

and marking-up the

drawing assembly.

33

View Designs (cont’d.)

1. Locate the design

assembly in your

Home Organization

Pane and stand on it.

2. From the Data Pane,

click on the Viewer

tab.

3. If design assembly is

available, click on the

“+” sign to expand to

show all design

components.

34


4. Choose which

component you wish

to view by clicking to

add the “red” check

mark, allowing you to

view specific

components in a layer

effect.

5. Use the tools given to

section and mark-up

the drawing.


Navigating Parts

36

Navigating Parts – Program/PWP/Part

Types of Items found in your

Organization Pane:

• Program

– PWP

o Part

Part Revision

❖ Folders

➢ Designs

➢ Datasets

➢ BVRs

Teamcenter Basics – Thin Client – Part Two

Table of Contents

38

Table of Contents

1. Introduction

2. Customizing Your Home Organization Pane

3. Item Basics Concepts

4. Searching for Items

5. Other Useful Teamcenter Techniques


Customizing Your Home Organization Pane

40

Create a Folder

1. Stand on an object where

you would like to create

your folder.

2. Click the New/Folder.

3. Give your folder a Name

and Description (optional).

4. Click the Finish button.

5. Your folder is created and

added to the top of your

Home.

41

My Worklist

1. Select the Run button when

the Java launcher asks you

to run the application.

2. See the tasks that you are

required to complete.

3. Click on the Home link in

the Quick Links area of the

Navigation Pane to return

to the main Thin Client

Window.

42

Configure Applications – Navigation Pane Options

1. Select the Double-Arrow

and click on the Navigation

Settings link.

2. Choose what you would like

to see for the Primary

Applications and

Secondary Applications.

3. Click the Save button when

you are finished.

43

Groups and Roles – Change Session Settings

1. Stand on Your

Teamcenter Name and

click it.

2. Select your Group/Role,

Project, and Default

Group.

3. Click the OK button.

4. Your session will

change based on the

Program/PWP.

Based on the role you

have been given on a

specific Program/PWP

will determine what tasks

you can accomplish

within that context.

44

Groups and Roles – Change Login Settings (aka Default)

This allows you to set

your Default Login

settings each time you

open Teamcenter’s

Launcher.

1. Choose your Group

and Default Role.



Item Basics Concepts

46

Cut, Copy, Paste, and Delete Data Objects

You can use cutting, copying, and pasting to move data in your workspace by:

• Cutting an information object from one application and pasting it into another Teamcenter 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.

If you have delete permission for an object, you can also delete data from the Teamcenter database, but

you cannot delete an object from the database if that object is referenced in multiple locations.

To delete an object from the database, you may need to:

• Perform a where-referenced search to locate all references to the object.

• Contact all the owners of the references and ask them to delete their references to the object.

• When there are no remaining references, you can delete an object for which you have delete permission.

Note An object contained in multiple folders can be deleted by a single action if the object is not referenced

by other non-folder objects.

47

Cut and Paste a Data Object

1. Stand on object to be

cut.

2. Click the blue down

arrow and click on the

Cut link (item leaves the

screen for the

clipboard).

3. Stand on location to be

pasted.



Paste link (item returns

in the new area).

5. See the object in the

new area.

48

Copy and Paste a Data Object


cut.



Cut link (item leaves the

screen for the

clipboard).

3. Stand on location to be

pasted.



Paste link (item returns

in the new area).

5. See the object in the

new area.

49

Delete a Data Object


deleted.

2. Click the blue arrow

and choose the Delete

link (OR Edit/Delete).

3. Click OK to confirm

deletion.

4. Object is removed

from database.

Remember that deleting an

item is based on your

permissions.

OR

50

Create a Controlled Document

1. Stand on the location

you wish to create the

Controlled Document

(Target that location).

2. Click on the New/Item.

3. Select the Type of

item and the Next

button.

51

Create a Controlled Document (cont’d.)

4. Give your document a

name.

5. Click on the Finish

button.

6. Your new Control

Document with the

first revision “A”

appears.

52

Create a Dataset/Supporting Document

1. Stand on the target

location and select

the New/Dataset.

2. Choose the type of

Dataset (Word, Excel,

etc.) and click the

Next button.

3. Give your Dataset a

Name and click the

Next button.

53

Create a Dataset/Supporting Document (cont’d.)

4. Click on the Browse

button.

5. Locate your

document through

Windows Explorer.

6. Click the Open

button.

54

Create a Dataset/Supporting Document (cont’d.)

7. File name of the

document shows up

in the Upload File

field. Click the Finish

button.

8. Message from

Teamcenter confirms

Dataset has been

created.

9. Dataset object

appears under the

Control Document

Revision.

55

Edit the Dataset/Supporting Document

1. Stand on the item you

wish to edit, single

click and click the

Edit link.

2. Make all necessary

changes then click on

the “X” to close out of

the program and

return to Teamcenter.

56

Edit the Dataset/Supporting Document (cont’d.)

3. You will receive a warning

asking you if you’d like to save

your changes to Teamcenter.

Click the Yes button.

4. You will also receive a

confirmation dialog asking if

you would like to check the

document in. Click the Yes

button.

5. The document is ready for

someone else to check out and

edit!


Searching for Items

58

Perform a Quick Search

1. Click on the Quick Search

in your Navigation Pane.

2. Click on the Item ID down

arrow and choose which

type of quick search you

would like to complete.

3. Enter the information into

the second box below.

4. Click on the Green box with

arrow (Go).

5. Results show up in the Data

Pane.

59

Perform an Advanced Search

1. Click on the Advanced

Search link in the

Navigation Pane.

2. Choose one of the defaulted

search choices to filter to

specific searching fields.

3. Populate the fields and click

on the Find button.

60

Advanced Search – Search by Partial Number with Wild Card

The * key is your wild card

designation. By knowing partial

information, a search can pull

multiple items.

1. In any of the searches,

Quick or Advanced, using

the * (asterisk) is the wild

card.

2. Click the GO button (green

button).

3. Your results display in the

Data Pane.

61

My Saved Searches

When creating custom searches, an individual

can save searches that they use frequently. After

you have set the fields for specified values,

before you run the search, you can save that

search to be used repeatedly.

The Custom Searches section (next) will show

you how to customize and save searches.

62

Custom Searches

Types of Pre-Configured Custom

Searches:

• Change Order

• Change Request

• ERP Design Revision

• Non ERP Design Revision

• External Design Revision

• Design Approval Request

• Deviation

• Engineering Approval Request

• Part Revision

• External Part

• PWP Revision

• Problem Report

• Master Program

• Master Program Revision

• WIP Part Revision

• General

63

Custom Searches – Create

1. Choose the

Advanced

Search and

populate the

fields you will

search more

than once.

2. Click the Find

button to

execute the

search.

3. Your results

show up in

the Data

Pane.

64

Custom Searches – Save

1. Choose the Advanced

Search and populate the

fields you will search more

than once.

2. Click the Save Search

button.

3. Give the Search a Name

and choose where to save

your search.

4. Click the OK button when

complete.

5. Your Saved Searches Show

up in multiple locations.

65

Custom Searches – Use

1. Locate the My Saved

Searches in the Navigation

Pane and choose the

advanced/customized

search that you saved.

2. Search will execute and

show you the results in the

Data Pane along with

showing you your saved

fields in the Organization

Pane.

66

Data Pane – Impact Analysis

In the Impact Analysis view in My Teamcenter, you can perform where-used searches and where-referenced searches. Where-used searches enable you to identify all assemblies that contain a particular item or item revision. Where-referenced searches determine where a part or component is referenced within the Teamcenter database.

67

Impact Analysis – Where Used

1. Locate the Part Item

Revision in the

Organization Pane and

stand on the revision.

2. Click on the Impact

Analysis tab in the Data

Pane.


Analysis/Where Used.

4. The results will show what

items use this component.

68

Impact Analysis – Where Referenced

1. Locate the Part Item

Revision in the Organization

Pane and stand on the

revision.

2. Click on the Impact Analysis

tab in the Data Pane.


Analysis/Where Referenced.

4. The results will show what

items use this component.


Other Useful Teamcenter Techniques

70

View BOMs

1. Locate the BVR and stand

on the item in the Home

Organization Pane.

2. Select View/Structure.

3. View the BOM in the

Structure Manager.

4. Once finished, click the

Home link in the Navigation

Pane.

71

BOM Compare

1. Within a BOM in the

Structure Manager,

click on the

Tools/BOM

Compare…

2. Click on the

Magnifying Glass

and locate the first

BOM.

3. Click the Find

button.

72

BOM Compare (cont’d.)

4. Choose the correct

revision when more

than one result

appears. Click the

OK button.

5. Click on the

Magnifying Glass

and locate the

second BOM.

6. Click the Find

button.

73


7. Choose the correct

revision when more

than one result

appears. Click the

OK button.


74


Types of Results:

• Red means different parts

• Yellow means different quantity

OR different revision level

• Green means same

• White means no changes

75

Receive a Teamcenter Envelope


the Mailbox.


the envelope that shows the

link inside.

76

Receive a Teamcenter Envelope (cont’d.)

3. Stand on the object, click

the blue down arrow, and

select the Copy text.

4. Stand on Home, click the

blue down arrow, and click

the Paste link.

5. Item appears under Home

at the top of your screen.

77

View Designs

When an item has a

design associated with

the part, the Viewer tab

allows you to see the

3D and allows you to

rotate that design,

along with sectioning

and marking-up the

drawing assembly.

78


1. Locate the design

assembly in your

Home Organization

Pane and stand on it.

2. From the Data Pane,

click on the Viewer

tab.

3. If design assembly is

available, click on the

“+” sign to expand to

show all design

components.

79


4. Choose which

component you wish

to view by clicking to

add the “red” check

mark, allowing you to

view specific

components in a layer

effect.

5. Use the tools given to

section and mark-up

the drawing.


Navigating Parts

81

Navigating Parts – Program/PWP/Part

Types of Items found in your

Organization Pane:

• Program

– PWP

o Part

Part Revision

❖ Folders

➢ Designs

➢ Datasets

➢ BVRs

82

Navigating Parts - EAR

Proposed Changes

Mark-up‘s (= show the planned BOM changes)

Impacted Items

Affected parts & assemblies

(filled automatically when workflow is started)

Alternatives

Not used

Reference Items

Additional documents & information (e.g. pictures)

Solution Items

Copy/Paste all items from Proposed

Changes folder

Implements

Not used

Implemented by

CR associated to EAR

Which data can you store where:

83

Navigating Parts - CR

Proposed Changes

Mark-up‘s (= show the planned BOM changes)

Impacted Items

Affected parts & assemblies

(filled automatically when workflow is started)

Problem Items

Parts that need to be changed

Reference Items

Additional documents & information (e.g. pictures)

Plan Items

Schedule for implementation & deliverables

(filled only when schedule process is used)

Implements

PR or DA/EAR associated to the CR

Implemented by

CO associated to the CR


84

Navigating Parts – CO

Impacted Items

Automatically populated when derived

from the CR

Problem Items

Parts that need to be initial released

or changed

Reference Items

Additional documents & information (e.g.

pictures, customer agreements, test

documents related to the change etc.)

Plan Items

Schedule for implementation & deliverables

(filled only when schedule process is used)

Implements

CRs associated to the CO


Solution Items

Parts that need to be released.