How To
If you are new to CATIA/PLM, the following document will introduce and explain the basic concepts to help you get started.
More: FAQ
The Withdrawal Workflow can be created from the Profile Card of Parts, CAD Documents and Documents.
You can then generate the "Precondition Report" that checks the following pre-requirements:
1. You must hold at least one of the following Roles in the Design Code set on the Root Object:
- Contributor
- Equipment owner
- Configuration Manager
- Senior Integrator
Or be member of the Responsible Project Group.
2. That the lifecycle state of the objects affected by the Workflow is not "In Review"
Complete documentation: Withdrawal Workflow FAQ
The Withdrawal workflow is used to withdraw a Part (and all its content), a single CAD Document or a single Document.
According to ISO standards, once withdrawn, an object is no longer available as an active object.
A withdrawn version of an object must no longer be used for any purpose. This means it will not be possible to approve or version any object containing a withdrawn object.
Complete documentation: Withdrawal Workflow FAQ
The Release Workflow can be created from the Part Profile Card.
You can then generate the "Precondition Report" that checks the following pre-requirements:
- Part needs to be in "Approved" or "Replaced" lifecycle state.
- The initiator of the Workflow needs to have the Equipment Owner role in Design Code set on the Part
If all them are fulfilled, you can launch the Workflow that will make the lifecycle state of the Part evolving to Released.
Complete documentation: Release Workflow FAQ
The Release workflow is used to declare that a given Part (and its BOM) is allowed to be used for its intended purpose, meaning that the required item function has been validated.
A Part should be Released when the first asset created from this design is accepted.
Complete documentation: Release Workflow FAQ
Below are the remaining How-to's that are not present in other subgroups in the PLM - CAD Document subcategory. Click on their links to find more information on these topics.
Below is a group of How-to's that are related to the topic of 'Opening' in the PLM - CAD Document subcategory. Click on their links to find more information on these topics.
Below is a group of How-to's that are related to the topic of 'Batch import' in the PLM - CAD Document subcategory. Click on their links to find more information on these topics.
- What is the concept of Batch Import?
- How to use a Batch Import?
- How to enter metadata with drag and drop?
- How to retrieve / find an existing job in Batch Import?
- How to add new files to a pending job or modify the metadata in Batch Import?
- How to delete a file or document from a pending job in Batch Import?
To locate, view or open files of SmarTeam(ST) CAD Documents through the PLM platform, follow the subsequent steps.
1. Optional prerequisite to enable the opening of STEP files of ST CAD Document directly into SpinFire Ultimate:
Install the software below from CMF. These are available on any CERN Windows machine.
- CERN - PLM Desktop
- Actify SpinFire Ultimate
Note: There is an embedded viewer in the PLM to allow users to view the documents without installing Actify SpinFire Ult., but for a comprehensive review of a document Actify SpinFire Ult. is required.
For the subsequent steps, use either the PLM Desktop app (open the PLM website as shown below), or open the following link in any web browser, https://plm.cern.ch/. However please note, to open a file directly into SpinFire Ult., the PLM desktop must be running. An explicit error will be returned if it is not.
2. Search for the document in the PLM
2.1 It’s recommended to search for a document through the Folders (ST Projects) and Parts (ST Items) it is in, rather than directly, as these queries load much faster and have improved accuracy. Access these search boxes through the table of contents on the PLM Website (or webpage), as shown below.
Note: the Part (Item) reference can easily be deducted from the ST CAD Doc reference: just remove the _ and the 2 last digits
ex: CAD Doc ref :ST1234567_01 -> Part ref: ST1234567
2.2 Query for the desired Folder or Part using the filter fields. Double-click to open the object in its own window.
2.3 Navigate to the document from the Folder or Part window.
The contents of both objects are shown as icons under the main information boxes, click to open them in their own window. Alternatively, navigate using the ARAS grid and different tabs at the bottom of the window as shown in the images below.
2.4 Ensure you open the required revision of the document. A warning will be displayed in the header of the profile card if it is non-latest, with a link to the latest revision.
3. The 3D data of a CAD Document can be viewed from its Profile Card.
- For quick visualisation there is an embedded viewer window on the right-hand side of the window (installation of Actify SpinFire ult. is not required to view this).
- For a more in-depth review, the data can be opened in the local default CAD viewer using the button below (SpinFire Ult. if installed and the PLM desktop is running).
- To download a .stp file of the document, press the arrow in the top box and choose the filetype from the dropdown list.
4. For a drawing, the 2D data can also be viewed on the Profile Card.
- For quick visualisation there is an embedded viewer window on the right-hand side of the window.
- To download a .pdf file of the CAD Document, press the arrow in the top box and choose the filetype from the dropdown list.
- If it is saved in EDMS, there is also a link to this area.
In order to be able to delete an object from the PLM platform (whether it is a Part, a CAD document, a non-CAD document or a Folder), there are a number of requirements that must be met.
All these requirements and the necessary steps are explained in the FAQ below: