SmarTeam - General
Below is a group of How-to's that are related to the topic of 'Open & Navigate' in the SmarTeam - General subcategory. Click on their links to find more information on these topics.
- How to navigate in SmarTeam using the ITEM structure?
- How to open or checked out previous revisions?
- How to search and visualise files of SmarTeam CAD Documents in the PLM Platform?
- How to search and open Euclid documents in SmarTeam?
- How to export documents for CAM?
- How to find drawings I am responsible for and that are in Checked lifecycle state?
Below is a group of How-to's that are related to the topic of 'Saving' in the SmarTeam - General 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 'Admin' in the SmarTeam - General 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 'CAD Documents' in the SmarTeam - General subcategory. Click on their links to find more information on these topics.
- How to copy a document? (Save As)
- How to quickly access a specific project during the first saving (save as) of a document in SmarTeam?
- How can I find all my Check Out or New Documents?
- What is BOM Compare?
- How to export a BOM from SmarTeam to Excel?
- How to compare 2 different revisions of a document?
- How to reorder drawing BOM according to the CATIA tree of the Product?
- Which are the different ways to perform a Check-Out operation, for which usage?
- How to use the Simplification tool?
- How is a "BOM Ordering Tool" integrated with CartWeb?
- How to send and receive models stored in SmarTeam with External Design Office?
- How to publish 3D data outside SmarTeam?
- How to import CATIA Models to SmarTeam?
- How to export documents for CAM?
- How to search and visualise files of SmarTeam CAD Documents in the PLM Platform?
- How to search and open Euclid documents in SmarTeam?
Below are the remaining How-to's that are not present in other subgroups in the SmarTeam - General subcategory. Click on their links to find more information on these topics.
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.
For more information on how to use SpinFire Ultimate please read the following documentation.
FAQ: SpinFire Ultimate
The "BOM Ordering Tool" is a simple tool to manage the "order" of the rows in the drawing BOM. This tool is integrated with the CartWeb application and therefore it will launch each time use decides to take the BOM information form SmarTeam into the drawing.
If you want to understand how to use it, please follow the document below.
The BOM Ordering Tool is a simple tool to manage the "order" of the rows in the drawing BOM.
If you want to use it, you launch the tool by pushing the icon in the Assembly Design workbench. To know more about this tool, please follow the document below.
More: BOM Ordering Tool
What is the procedure to follow when I have a CATProduct and I want to make a copy of it with the same components, or with some variations inside? Here we will explain it with an example in the link.
More: Copy documents
After creating a file in CATIA, it should be saved into the SmarTeam database. You can choose if you want to link it or not to a project in SmarTeam. This project link is not obligatory but if no other link is created (like Item to Project), the document will be findable only via the SmarTeam Search.
For more information how do it, please click on the link below.
In order to use CAM tools sometimes it is necessary to export files from SmarTeam to the Job folder structure.
For accessing this tool, it is needed to have:
- A CATIA account opened, “view only” accounts are valid to use the tool.
- Belong to the SmarTeam group “CAM users”.
- It is necessary to have written access to the folder \\cern.ch\dfs\Projects\MA_Project. The 2 first points can be granted by CAD Support, the 3rd point has to be granted by the CAM Team (e-group: en-mme-ma-cam).
To discover more on how to use it, please consult the following document.
More: Documents for CAM
Sometimes it is useful to compare two revisions of a document in CATIA. Due a limitation of the tool this is not possible to do it in a direct way (open) but there is a command and a workaround that can allow you to do this operation.
To learn more how to create it, please consult the following document.
Before you contact the CAD Support to ask for the creation of a new TEAM, please note that the TEAM name has to respect some criteria.
Please consult the document below to understand these criteria.
If you have to create an e-group with the people that will belong to the Team in SmarTeam: Go to e-groups website and create a static e-group with the same name as you want to have in SmarTeam.
A full tutorial can be consulted in the document below.
The use of Teams eases collaborative work by giving you possibility to:
- Take responsibility: Any member of Team can take responsibility of documents belonging to the Team.
- Access management: The design office can manage all the rights
- Optional: It's always possible to work without a Team. Use the No Team, to work on your own
In order to know how to work with TEAMS inside SmarTeam, please consult the document below.
You can save any modification during work, including during a network problem. The other users know that you are performing some modifications nevertheless, no one else can do some modifications at the same time. Before Check-In, it is still possible to cancel the modifications using "Undo Check- Out" command. You are also able to delete the Checked Out Documents in SmarTeam.
In order to know more about this operation, please check out the document below.
More: Which are the different way to perform a Check-Out operation, for which usage?
In order to know how to open or check out previous revisions inside SmarTeam, please consult the document below.
To cover those cases where detailed modelling could be a drawback, the simplification tool proposes to users a way to create a simpler representation of CAD models.
In order to understand more how to use the simplification tool, please consult the document below.
In SmarTeam each modification of the settings is kept. If you want to go back to the initial configuration you have to click in “Reset SmarTeam settings”.
In order to understand more how to reset in SmarTeam, please consult the following document.
When saving a new document in SmarTeam, a window pops-up where you can select a project to link your document with.
Unfortunately, the interface is not that good to browse the projects tree.
In order to understand more how to access a specific project in the first saving, please consult the following document.
It is possible to access the 'CAD Data Navigator' (CDN) to navigate and view SmarTeam data via the EDMS portal. This provides a read only view of 3D data that has been published from SmarTeam. 3D models published from SmarTeam will be possible to view and measure.
In order to understand how to publish 3D data outside SmarTeam, please consult the document below.
More: How to publish 3D data outside SmarTeam?
In order to understand how to navigate in SmarTeam using the ITEM structure, please consult the document below.
In order to understand how to navigate in SmarTeam using the ITEM structure, please consult the document below.
A tool is available in the Support Team to help you to import a large amount of Catia V5 models in SmarTeam. But these models must respect some rules.
Before contacting the CAD Support, you will have to ensure that the following points are respected.
Consult the document below to understand more how to import CATIA models to SmarTeam.
The data exchange process provides the functionality to send and re-integrate CATIA V5 designs to-from people anywhere using EDMS. The exchanges are traced and the access right are managed. Models and drawings can be sent for editing and the updated models can be re-integrated to SmarTeam as a new revision of the sent model.
In order to understand more how to send and receive these models from external design offices, please consult the following document.
More: How to send and receive models stored in SmarTeam with External Design Office?
The Excel BOM extraction helps to generate an excel file representing the BOM of an assembly. A lot of information is available in this file, regarding the composition of the assembly, the quantities, states, and many more, giving you an overview of your project.
In order to know how to export this BOM to Excel, please consult the document below.
All the documents that were selected in Euclid to be kept are stored in the SmarTeam database.
You have different ways to find these files.
In order to learn how to search and access them, please consult the following document
To ease the collaborative work with SmarTeam, there are some steps to validate before your CERN departure. In order to learn more about them, please check the document below and complete the check list presented before you leave CERN.
An icon in SmarTeam eases you to find all your Checked Out and New documents.
In order to find out how to check out or new documents, please consult the document below.
In the menu “maintenance” in your dashboard you can find the option • Change Password
You can find the maintenance menu in the right part of the dashboard, in the field “commands”.
In order to learn more how to change the password in SmarTeam, please consult the following document.
The tool available in the Dashboard and in SmarTeam menus allows you to perform 3 different operations:
-
Get a new CDD number
-
Remove a CDD number
-
Get an existing CDD number
These options are only available for 3Ds and ITEMS, all operations related to 2Ds have to be done as until today via CartWeb.
In order to understand how it works, please consult the document below.
Before creating the drawings of an assembly, we will have to put in place the Bill of Material. To do so, we use at CERN the BOM Compare tool, which should help us to put in place the ITEM structure used for the Bill of Material.
In order to understand what a BOW Compare is, you access the Quick User Guide to learn about it in the document below.
More: What is BOM Compare?
The Teams are based on the "e-group". These can be updated independently by users without the use of CAD support is required. This requires using the e-groups application.
To learn more how to add and remove people from a Team, please consult the following document.