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Chapter
5
Document management in
Teamcenter clients
DocumentmanagementinTeamcenterclients
Documentmanagementfunctionalityisavailableintherichclient,thethinclient,
andinTeamcenterClientforMicrosoftOffice.
Richclientdocumentmanagement
Userscanperformdocumentmanagementtasksintherichclient.
Thesetasksinclude:
Downloadingfilesduringcheckout.
Uploadingfilesduringcheckin.
Creatingdocumenttemplates.
Creatingdocumentsand(optionally)attachingdatasetfilesandsubmittingto
aworkflowduringthecreateaction.
Renderingdocuments.
Performingviewormarkupondocuments.
DigitallysigningPDFdatasets.
Usingbatchprintingcapabilities.
Generatingthumbnailgraphics.
Forinformationaboutmanagingdocumentbehaviorintherichclient,seetheMy
TeamcenterGuide.
Thinclientdocumentmanagement
Userscanperformmanydocumentmanagementtasksinthethinclient.
Thesetasksinclude:
Creatingdocumentitemsand(optionally)attachingdatasetfilesandsubmitting
toaworkflowduringthecreateaction.
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Chapter5
DocumentmanagementinTeamcenterclients
Automaticallyrenderingdocumentsaftercheckin.
Performingmarkupondocuments.
DigitallysigningPDFdatasets.
Usingbatchprintingcapabilities.
Forinformationaboutusingdocumentmanagementandmanagingbasicdatainthe
thinclient,seetheThinClientInterfaceGuide.
TeamcenterClientforMicrosoftOfficeanddocumentmanagement
TeamcenterClientforMicrosoftOffice(ClientforOffice)usesdocumentmanagement
functionalitywithoutrequiringtheusertoexitClientforOfficeortouseanother
Teamcenterclient.
Commontasksincludethefollowing:
CreatingandrevisingTeamcenterdocuments,datasets,anditems.
CheckingdocumentsoutofandintoTeamcenter.
InsertingTeamcenterobjectdata,suchaspropertyvalues,indocuments.
HandlingyourTeamcenterworkflow.
PerformingviewandmarkupactionsforPDFandMicrosoftOfficedatasetfiles.
YoucanmarkupMicrosoftWorddocumentswithcomments,loadingmarkup
intoTeamcenterworkflows,addingdispositioncommentstomarkups,and
generatingmarkupreports.
Caution
o
Whenabasedocumentisprotected,markupcommentsare
hiddenandcannotbedeleted.
o
LoadinghiddenmarkupcausesMicrosoftWordtoreassign
commentnumbersthatdonotreflecttheactualcomment
sequenceinthedocument.Thecorrectcommentnumbersare
restoredwhenyoucloseandreopenthedocument.
Note
Markupdatasetscannotbedisplayedbyexpandingthesourcedatasets
intheClientforOfficeFolderView.UsetheTeamcenterrichclientto
displaymarkupdatasets.
DigitallysigningaPDFdatasetfile.
InMicrosoftOutlook,userscanbrowseinTeamcentertofindaPDFfileand
thenperformDigitalSign.ThislaunchestheAdobeReadertodisplaythePDF
fileforsigning.
Caution
DonotcloseOutlookbeforesavingthesignedPDFfileinTeamcenter.
ForinformationaboutusingdocumentmanagementinTeamcenterClientfor
MicrosoftOffice(ClientforOffice),seetheClientforMicrosoftOfficeGuide.
5-2
GettingStartedwithDocumentManagement
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Appendix
A
Glossary
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Appendix
A
Glossary
A
accesscontrollist(ACL)
AccessManagercomponentthatcontainsalistofaccessorsand,foreachaccessor,
theprivilegesgranted,denied,andnotset.
AccessManager(AM)
Teamcenterapplicationthatenablesthesystemadministratortograntusersaccess
toTeamcenterobjects.
ACL
Seeaccesscontrollist(ACL).
actionhandler
Handlerusedtoextendandcustomizeworkflowtaskactions. Actionhandlers
performsuchactionsasdisplayinginformation,retrievingtheresultsofprevious
tasks(inherit),notifyingusers,settingobjectprotections,andlaunchingapplications.
Seealsotaskhandler.
activity(manufacturing)
Individualactiontobeperformedwithinanoperation.Eachactivityisassociated
withastarttimeandduration. Thetotaltimefortheoperationisbasedonthe
cumulativedurationofallactivitieswithintheoperation.
Activitiescanbesequencedusingtimedataandpredecessoractivities.
adhocprocessmodification
Functionalitythatallowsuserstoaddtasksto,ordeletetasksfrom,anactive
workflowprocess.
application
Relatedfunctionalelementscollectedandarrangedinasoftwarepackage,designed
toaccomplishspecifiedtasks. Seealsoperspective.
approver
Userwhohasasignoffinaworkflowprocessregardlessofroleandgroup
membership.InAccessManager,theapproveraccessorisusedtoallocateprivileges
thatapplytoallsignoffs(forexample,readaccess). SeealsoRIGapprover,role
approver,andgroupapprover.
attribute
Namedstoragevariablethatdescribesanobjectandisstoredwiththeobject.Users
cansearchthedatabaseforobjectsusingobjectattributes.
Inanobject,anattributeisaname/valuepair;inthedatabase,anattributeisafield.
PLM00185F
GettingStartedwithDocumentManagement
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AppendixA
Glossary
B
bulkdata
Physicalinformationrepresentedinthedatabasebyadataitem.Examplesofbulk
dataarefilesystemitems,paperdocuments,andmicrofiche. TheTeamcenter
databasedescribesthebulkdata.Thebulkdataresideselsewhere,forexample,ina
filesystemorinafilingcabinet.Seealsodataitem.
businesscontext
Contextthatdefinestheusergroupstowhomaruleapplies.
BusinessModelerIDE
Teamcenterapplicationthatenablesacustomertodefinedatamodelobjectssuchas
businessobjects,classes,attributes,listsofvalues,andrules.
businessobject
Logicalgroupingofdataattributesandpropertiesthataremanipulatedatthe
enterpriselevel.
AGlobalServicesbusinessobjectallowsuserstoqueryforandupdateinformation
inmultipledatasources.
C
CGM
ComputerGraphicsMetafile(CGM)isafileformatfor2Dvectorgraphics,raster
graphics,andtext.
change
Temporaryorpermanentchangetoaconfiguration,designrequirement,or
documentation.
class
Setofobjectsthatsharethesamelistofattributesbutdistinguishablebythevalue
theattributesacquireforspecificobjects.Forexample,theAutomobileclasscanbe
definedbythebrand,color,andprice,buteachcarassociatedtotheAutomobile
classhasadifferentbrand,color,andpricecombination.
classhierarchy
Structuredefiningsubclassesthatinherittheattributesoftheirsuperclasses,also
calledtheirparentsorancestors.
Classification
Teamcenterapplicationthatutilizesaclassificationhierarchytocategorizeproduct
data.
client
Roleplayedbyasoftwarecomponentofasystemwhenitrequestsparticularservices
beperformedonitsbehalfbyanotherentity,aserver.Seealsoserver.
condition
Conditionalstatementthatresolvestotrueorfalsebasedontheevaluationofan
expression.
A-2
GettingStartedwithDocumentManagement
PLM00185F
Glossary
ContentManagement
TeamcenterapplicationthatenablesuserstomanageSGMLandXMLinformation
storedinaTeamcenterdatabaseandpublishdocumentsinmultipleformats
usingSGML/XMLeditingandpublishingtools.ContentManagementisusedto
collectandpublishcontent,storingthecontentascomponentsthatcanbereused
inmultiplepublications,whilelinksaremaintainedbetweencomponents. The
applicationincludesprocessesforstructuringpublicationssothattheycanbestored,
published,andusedfordifferentpurposes.ContentManagementalsostoresand
managesgraphicsforuseinpublications,providescontentrevisioncontrol,andcan
incorporateTeamcenterworkflowstofacilitatethecontentdevelopmentprocess.
D
dataitem
Teamcenterobjectrepresentingbulkdatadefinedandmanipulatedbyapplication
products,forexample,papersthatresideinafilingcabinet,directoriesandfilesthat
resideinafilesystem,MicrosoftExcelspreadsheets,andCADmodelanddrawing
files.MetadataforthedataitemresidesintheTeamcenterdatabase.Seealsobulk
dataandmetadata.
datamodel
Abstractmodelthatdescribeshowdataisrepresentedandused.
dataset
Teamcenterworkspaceobjectusedtomanagedatafilescreatedbyothersoftware
applications. Eachdatasetcanmanagemultipleoperatingsystemfiles,andeach
datasetreferencesadatasettoolobjectandadatasetbusinessobject.
datasetbusinessobject
Teamcenterobjectthatcontainsalistoftoolsthatcanoperateonadataset.
datasettool
Teamcenterobjectthatisthetoolusedtocreateormodifyadataset.
deepcopyrule
Businessrulethatdefineswhetherrelationaltypeobjectscanbecopiedasobject,
copiedasreference,ornotcopiedwhentheuserperformsasave-asorrevise
operation.
derivedvisualizationdata
Fileobjectscreatedbytranslatingsourcedatatootherformatstosupportactions
suchasviewingandmarkups.Alsocalledpresentationdataandneutraldata.For
example:
AnitemrevisionwithaMicrosoftWorddatasetisrenderedandtheMicrosoft
WorddatasetfileistranslatedtoaPDFfile.
Alargeimageisrenderedasathumbnailimage.
AnNXPRTfileistranslatedandrenderedasaJTfile.
Seetranslateandrender.
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AppendixA
Glossary
digitallysign
Teamcenteractionthatletsyouaddyourdigitalsignaturetoanelectronicdocument
usingthird-partysoftware,forexample,AdobeAcrobat/ReaderforanAdobePortable
DocumentFormat(PDF)file.
digitalsignature
Electronicsignatureusedtoauthenticatetheidentityofadocumentsigner. The
digitalsignatureensuresthatthecontentofthedocumentisunchangedafterthe
signatureisapplied.
Dispatcherserviceconfiguration
Objectthatdefinesthevisualizationfileformatthatadatasetfileistranslatedinto.
document
Subtypeofanitemthatrepresentsallrevisionsofareal-worlddocument. This
itemtypesupportsdocumentationforproducts,processes,standards,andother
aspectsofabusiness,typicallyfromapplicationssuchasMicrosoftWord,Microsoft
Excel,andsoon.
documentmanagement
Managementofreal-worlddocumentsthroughtheuseofitemrevisiondefinition
configuration(IRDC)objectstoconfiguredocumentmanagementbehavior.IRDC
simplifiesuserinteractionwithinformationandreducestheneedforusersto
understandtheTeamcenterdatamodelandrelationshipmodel. Seealsoitem
revisiondefinitionconfiguration(IRDC)objects.
E
enterprisetier
TeamcenterarchitecturaltierthatcomprisesaconfigurablepoolofTeamcenter
C++serverprocessesandaservermanager.Largersitescandistributethepoolof
serverprocessesacrossmultiplehosts.Smallersitescanrunthepoolofserverson
thesamehostastheWebtier.
envelope
TeamcenterworkspaceobjectthatrepresentsamailmessagesentbyaTeamcenter
user. Envelopescanbeusedtosendworkspaceobjectreferencesaswellastext
messages.
environmentvariablesscript
Teamcenterscript(tc_profilevars)thatsetsvariablesfortheTeamcenter
environment. ThisscriptsetsallTeamcenterenvironmentvariablesexcept
TC_ROOTandTC_DATA.
F
folder
Graphicalrepresentationofanaggregationofobjects,suchasagroup,class,or
subclass.Foreasydistinctionintheclasshierarchy,eachoftheseaggregationshas
adifferenttypeoffoldericonassociatedwithit:agroupfoldericon,aclassfolder
icon,orasubclassfoldericon.
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PLM00185F
Glossary
form
Teamcenterworkspaceobjectusedtodisplayproductinformation(properties)ina
predefinedtemplate. Formsareoftenusedtocreateanelectronicfacsimileofa
hardcopyforminTeamcenter. Seealsomasterform.
formtype
SpecialtypeofthegeneralPOMFormclass,whichcanhaveitsownsetofproperties
(attributes)associated.
four-tierarchitecture
Teamcenterarchitecturethatincludesfourtiers:resourcetier,clienttier,Webtier,
andenterprisetier.Contrastwithtwo-tierarchitecture.
G
group(Organization)
Organizationalgroupingofusersatasite. Userscanbelongtomultiplegroups
andmustbeassignedtoadefaultgroup.
groupadministrator
Userwithspecialmaintenanceprivilegesforagroup.
groupapprover
Userwhoisasignoffinaworkflowprocesswithaspecificgroupofusers.InAccess
Manager,thegroupapproveraccessorisusedinWorkflowACLsandmatchesthe
signoffdefinition(thatis,group)forthereleaselevelassociatedwiththeWorkflow
ACL.Thegroupapproveraccessorensuresthatonlysignoffsaregivenprivileges,not
auserwhomatchesthegroup.Seealsoapprover,RIGapprover,androleapprover.
grouppreference
Teamcenterpreferenceapplyingtoanentiregroup.
H
hierarchy
Structureinwhicheachnodecanhaveonlyoneparentbutpossiblymultiplesiblings
andchildren.
I
Ignore
Copyactionrulewhenusingtemplatestocreateprocessstructures. Noactionis
takentoduplicatetheobjectintheclonedstructure.
impacteditem
Itemrevisiontobechangedasaresultofthechangeprocess. Itmaybeadetailed
partoranassembly.Areleasestatusisattachedbytheworkflowprocessthechange
isputthrough.
implementsitem
Problemreportthatisaddressedbyachangerequestorachangerequestthat
isaddressedbyachangenotice. TheyarestoredintheImplementsfolderof
theimplementingobjectinChangeManager. Forexample,thechangenotice’s
Implementsfoldercontainsthechangerequest.
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AppendixA
Glossary
IntegrationToolkit(ITK)
SetofsoftwaretoolsprovidedbySiemensPLMSoftwareusedtocustomize
Teamcenterortointegratethird-partyoruser-developedapplicationswith
Teamcenter.TheITKisasetofCfunctionsuseddirectlybyTeamcenterandNX.
IRDC
Seeitemrevisiondefinitionconfiguration(IRDC)objects.
item
Workspaceobjectgenerallyusedtorepresentaproduct,part,orcomponent.Items
cancontainotherworkspaceobjectsincludingotheritemsandobjectfolders.
itemrelation
DescriptionofanassociationbetweenaTeamcenteritemandapieceofinformation
thatdescribesorisrelatedtotheitem.
itemrevision
Workspaceobjectgenerallyusedtomanagerevisionstoitems.
itemrevisiondefinitionconfiguration(IRDC)objects
Objectsthatdefinehowitemrevisionsarehandledatspecifictimesinthelifecycle,
suchasatitemcreation,checkin,checkout,saveas,andrevise.IRDCobjectsare
definedintheTeamcenterBusinessModelerIDEapplication. Anyitemcanbe
associatedwithanIRDC.Forexample,IRDCobjectstypicallysupportbusiness
processesbymanagingdocumentcheckinandcheckoutandbyspecifyingrendering
ofvisualizationormarkupversionsfromsourcedatasets.
itemrevisionrelation
DescriptionofanassociationbetweenaTeamcenteritemrevisionandapieceof
informationthatdescribesorisrelatedtotheitemrevision.
L
link
Manifestationofabusinessobjectrelationinanend-userinterface.
AlinkcanrepresentadefinedbusinessobjectrelationoradirectURLlink.
M
markupdata
Fileobjectscontainingannotationsbasedonspecificderivedvisualizationdata.
markupmanagement
Partofdocumentmanagementconcernedwithcreatingandretainingannotations
onpresentationdata.
masterform
Teamcenterworkspaceobjectusedtodisplayproductinformation(properties)in
apredefinedtemplate. Masterformsareusedtodisplayproductinformationin
astandardizedformat.
metadata
ObjectdescriptionintheTeamcenterdatabase.
A-6
GettingStartedwithDocumentManagement
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