CATIA / SmarTeam

training

SmarTeam Training – Day1

2

SmarTeam Training – day 1

1.

Run the software

2.

Save a Part

3.

Modify a Part

4.

Save and modify an Assembly

5.

Data Structure

6.

Item Management

Agenda

Day 1

1.

Run the software

2. Save a Part
3. Modify a Part
4. Save and modify an Assembly
5. Data Structure
6. Item Management

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SmarTeam Training – day 1

Run the software

The Launcher

The Launcher should be already known

The (ST) Settings launch CATIA with SmarTeam

The (DFS) Settings launch CATIA without SmarTeam

These settings will disappear

5

SmarTeam Training – day 1

Run the software

Launch SmarTeam with Catia
Launch SmarTeam without Catia

When the fields are filled, click on OK to run
SmarTeam / Catia V5

Same User name than Nice
By default Password : 0123456789 if
not modified before

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SmarTeam Training – day 1

Run the software

Agreement for the
training

The convention of connections/logins for the
training day is (Windows & SmarTeam sessions):

Bldg. 112 room 3-016

Student 1

Student 2

Student 3

Student 4

Student 5

Student 6

Scree
n

7

SmarTeam Training – day 1

Run the software

Agreement for the
training

The convention of connections/logins for the
training day is (Windows & SmarTeam sessions):

Bldg. 593 room 1-015

Student

1

Student

2

Student

3

Student

4

Student

5

Student

6

Scree
n

Student

9

Student

8

Student

7

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SmarTeam Training – day 1

Run the software

Exercise

Run CATIA

Settings Small Assemblies
(ST)

Connect to the base

Use the convention

1. Run the software

2.

Save a Part

3. Modify a Part
4. Save and modify an Assembly
5. Data Structure
6. Item Management

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SmarTeam Training – day 1

SmarTeam Save from CATIA

From CATIA, use the command " SmarTeam>Save "
in the SmarTeam menu

Do not use anymore the "File" menu in CATIA

Save a Part

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SmarTeam Training – day 1

This window appears and let you choose the
Project

We will choose the personal
Project for the exercise, we will
see this in the 6

th

chapter.

Save a Part

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SmarTeam Training – day 1

When you have selected the Project, you have
to:

Make sure that "Link to Project" is ticked
Click on "Save"

Save a Part

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SmarTeam Training – day 1

Document description

The "New Item Creation" option
is set by default for the "Doc
Number" field. If you want to link
your document to an existing
Item, click on "ADD DOC TO
ITEM".

The "CATIA Definition" field is
mandatory

You have to fill at least one
"Designation" field. The "CAD" buttons
help you to import the meta-data
from CATIA V5 or to copy the "Catia
Definition" field.

The "CATIA Definition" field must
be entered manually

The definition is one of the most used
criteria to perform some query, that's
why it must be explicit.

Save a Part

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SmarTeam Training – day 1

"Document Type"
describes the document
function which is
different from the
object's Function.
By default the
"Document Type" field is
Master. The Master
document is the 3D
main document from the
Item (only one Master
3D per Item).
It exists other types to
describe the document
function.

Save a Part

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SmarTeam Training – day 1

Click on OK when all the
fields are filled

Save a Part

Note: The blue color means that a mapping

exists between Catia & SmarTeam.

The information can be changed from both

applications.

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SmarTeam Training – day 1

We have to perform a
Check-In to finish

Using the button
Or using the menu

When the Check-In
window appears, just
click on OK

We will see in the next
chapter what really do
this action.

Save a Part

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SmarTeam Training – day 1

Save a Part

Exercise

Create a new Part in CATIA
Save it in SmarTeam into your personnel Project

Reminder: your username is Student X

Define the Part as "Exercise 1"
Do the Check-In of the Part
Do not close the Part in Catia V5, we will use it
in the next exercise

1. Run the software
2. Save a Part

3.

Modify a Part

4. Save and modify an Assembly
5. Data Structure
6. Item Management

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SmarTeam Training – day 1

DB Oracle

VAULT

Directory

CATPart

CATProduct

Etc…

A

B

C

D

1.

1. Creation of a new Document

+ SmarTeam Profile Card
+ Save in the Work

2. Saving of the Document

> Creation of the Profile Card in SmarTeam (Creation of the Item in Oracle)
> Creation of the document in the SmarTeam "Work*"

3.

Check-In

3. Check-In : Transfer of the Document from the "Work" to the "Vault" on the
server

> Everyone has access to the document (depending on permissions),
We make the document "free"

4. Check-Out : Creation of a new object in Oracle and transfer of the

Document from the "Vault" to the SmarTeam "Work" for
modification.

4.

Check-Out

2.

3.

4.

2.

Integration CATIA V5

Etc…

* Work : The "Work" is a specific workspace dedicated to Catia V5 and SmarTeam located on the
user workstation

Modify a Part

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SmarTeam Training – day 1

Modify a Part

SmarTeam Status

New

Check-Out

Preliminar

y

Check-In

More Information
about "Preliminary"
page 30

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SmarTeam Training – day 1

Check-Out

Check-Out

Release

Creation

Check-In

Check-Out

Check-In

Check-In

Preliminary

Check-In

Preliminary

Check-Out

Check-In

temps

ST002345_01 a.00

ST002345_01 a.00

ST002345_01 a.01

ST002345_01 a.00

ST002345_01 a.00

ST002345_01 a.00

ST002345_01 a.02

ST002345_01 a.00

ST002345_01 a.01

ST002345_01 a.00

ST002345_01 a.01

ST002345_01 a.00

ST002345_01 a.01

ST002345_01 a.00

ST002345_01 a.01

ST002345_01 a.02

ST002345_01 a.00

ST002345_01 a.01

ST002345_01 a.00

ST002345_01 a.01

ST002345_01 a

ST002345_01 a.00

ST002345_01 a.01

ST002345_01 a.00

Modify a Part

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SmarTeam Training – day 1

Document Status: New
Owner: You
Next steps: Save, Check In
Availability: Only you

Document Status: New
Owner: Not you
Next steps: Ø
Availability: Only you

Document Status: Check In / last version
Owner: See "Responsible" attribute
Next steps: Check Out, Preliminary, Release
Availability: Everyone

Document Status: Check In / Newer version available
Owner: See "Responsible" attribute
Next steps: Check Out (if not already a Check Out version), Preliminary, Release)
Availability: Everyone

Document Status: Last Check In version but modification on going
Owner: See "Responsible" attribute
Next steps: Ø (version overwritten if not Preliminary)
Availability: Everyone

Document Status: Check Out
Owner: Not you
Next steps: Ø
Availability: Only you

Statut document: Release
Propriétaire: voir attribut "Responsable"
Etapes suivantes: New Release, Obsolète
Disponibilité : Tout le monde

Statut document: Release / version disponible plus récente
Propriétaire: voir attribut "Responsable"
Etapes suivantes: New Release, Obsolète
Disponibilité : Tout le monde

Statut document: Obsolète / version à ne plus utiliser
Propriétaire: voir attribut "Responsable"
Etapes suivantes: Ø
Disponibilité : Tout le monde

Document Status: Document Checked In SmarTeam but modified in Catia V5 session
Newer version available

Document Status: Document Checked In
SmarTeam but modified in the Catia session

Document Status: Check Out
Owner: You
Next steps: Save, Check In (previous version overwritten if not
Preliminary), Undo Check Out
Availability: Only you

Modify a Part

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SmarTeam Training – day 1

Modify a Part

Exercise

Normally, the Part made in the previous exercise
is still on the screen

Check-Out the Part
Modify this Part substantially

Visualize the Profile Card

What happens?

Save the Part et visualize the Profile Card again

What happens?

Check-In the Part

1. Run the software
2. Save a Part
3. Modify a Part

4.

Save and modify an Assembly

5. Data Structure
6. Item Management

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SmarTeam Training – day 1

Save and modify an Assembly

When creating an
Assembly, we can
reuse some Parts or
create new ones.
We should then
choose a Project with
which we will link it
(like for the Part)

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SmarTeam Training – day 1

Save and modify an Assembly

When saving,
SmarTeam will
propose us the profile
cards with the same
order than in the
specification tree in
CATIA
So we will start by
the Assembly then we
will continue with the
Parts inside
In this case, only the
first CATProduct will
be linked to the
selected Project

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SmarTeam Training – day 1

Save and modify an Assembly

The Check-In operation is
the same than for the Part
When you Check-In an
Assembly, the Parts inside
are also checked-in
automatically

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SmarTeam Training – day 1

Save and modify an Assembly

The comment is

added to the

selected

Document
So you will have

to select each

Document to

add his own

comment
Use "OK" button

to validate

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SmarTeam Training – day 1

Save and modify an Assembly

When you perform a "Check-Out", there are two
possibilities;

Modification of the sub-components position or
structure modification of assembly (add or remove
components)
Modification of Parts in your assembly

When replacement of "Preliminary" Parts, it is
advisable to do the "Check-Out" from SmarTeam

What is a " Preliminary " ?

Reminder: at a particular moment, it is possible to "freeze"
a version from a Document to keep historic.

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SmarTeam Training – day 1

Save and modify an Assembly

Exercise

Create a new assembly

1 new CATProduct
2 CATPart or more
Save in SmarTeam, for each document, an Item is created
Check-In the assembly et let it opened in Catia V5

Change the state to "Preliminary" for the whole Assembly

From the Profile Card in Catia V5 for example

Create a new version of this Assembly

Check-out the CATProduct
Modify the position of a Part
Remove a part from the assembly
Save the assembly then Check-In. Let it opened in Catia V5

Modify a Part in your Assembly and save it

Check-Out a Part, perform a modification, Save + Check-In

What is the impact of this modification on the assembly in
SmarTeam?

Do a Top-down Tree on this revision of the CATProduct. Observation?
Close all the documents in Catia
Perform a Clean Work from SmarTeam
Re-open the CATProduct a.00, then a.01

Check-Out the CATProduct a.01

What happens?

1. Run the software
2. Save a Part
3. Modify a Part
4. Save and modify an Assembly

5.

Data Structure

6. Item Management

32

SmarTeam Training – day 1

We have three different structures in SmarTeam

Project Structure
Item Structure
Document Structure

Each of them are linked

Data Structure

Doc

Item

Projec

t

Link

Link

Link

Item
Item

Project
Project

Do
cDo
c

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SmarTeam Training – day 1

Data Structure

Project Structure

The Project Structure
defines a subdivision
either by responsibility, by
trade or by System
The links between the
main project and the sub-
Projects are dependencies
(Logical Structure)

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SmarTeam Training – day 1

Two areas are identified

The "Official Projects"
The "User Area"

The "Official Projects" is
dedicated to the CERN
project which are clearly
defined

It means that a Project
Manager built it before

The "User Area" where you
can stock your data before
the creation of the official
structure

Data Structure

Project Structure

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SmarTeam Training – day 1

The nomenclature /
BOM is defined by the
Item Structure

The Item Structure can
be different from the
Document Structure,
because some
components are not
designed in CAD (e.g.
Glue) or at the
opposite, some Catia
components should
not appear in the BOM
(e.g. Skeleton).

Data Structure

Item Structure

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SmarTeam Training – day 1

It is possible to see
the Item and
Document Structure
from an Item if you
expand the tree in
SmarTeam (by
default settings).

Data Structure

Item Structure

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SmarTeam Training – day 1

The Document
Structure is composed
of 2 kinds of links.
The hierarchal links

With Assemblies
Logical Structure

Multi-models links

Drafting
Definition Structure

CATProduct 1

CATPart 1
CATPart 2
x 2

CATPart 3

CATPart 4
CATPart 5

CATProduct 2

CATProduct 3

Data Structure

Document Structure

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SmarTeam Training – day 1

Data Structure

Navigation

When browsing in SmarTeam it's possible to

switch from the Project Structure to the linked

Items
From the top Item we can access the

nomenclature
We can see all the Documents that specify each

Item

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SmarTeam Training – day 1

Data Structure

Quick searches

Desk icon

Your Personal Project is displayed

"Search Last Modified" icon

A dialog box is displayed
Search from creation / last modif. date
Search from the object type

Document
Item
Project

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SmarTeam Training – day 1

The Searches by
Attributes is
performed
according to the
class object

The classes are the
object's types which
are present in the
database

E.g. Documents,
Projects, users…

Data Structure

Searches by Attributes

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SmarTeam Training – day 1

Depending of the
class you select, you
will be shown the
corresponding profil
card

Simply fill in the
maximum field you
know

" * " is a generic
character that
replaces one or
several unknown
characters

Data Structure

Searches by Attributes

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SmarTeam Training – day 1

Data Structure

Exercise

Using the "Search Last Modified" tool, find the
previous assembly (Document)
Check-Out your Assembly then open it (Smart CO +
Open)
Create a new instance of an existing Part (copy/paste
in the Catia specification tree)
Save the Assembly et perform the "Check-In"
In SmarTeam, find the Assembly document and do a
"Top down tree"
What about this structure and that of the Catia tree?
Do again the 2 last instructions but with the Assembly
top Item.

1. Run the software
2. Save a Part
3. Modify a Part
4. Save and modify an Assembly
5. Data Structure

6.

Item Management

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SmarTeam Training – day 1

What is the Definition of the Item?

An Item is UNIQUE
An Item is an Object that contains information /
Metadata
You need an Item number to order an object

Item Management

45

SmarTeam Training – day 1

Why using Item?

Simply because a CAD structure is incomplete

CATProduct 1

Sub-
assembly 1

Part 1
Part 2 x
2

Part 3

x

12

Sub-
assembly 2

Part 4
Part 5

Assembly 1

CATPart 1
CATPart 2 x
2

CATPart 3

x

1

CATPart 4
CATPart 5

Glue

CATProduct 2

CATProduct 3

Item Management

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SmarTeam Training – day 1

Why using Item?

Simply because a CAD structure integrates some
features that are not in the mounting structures

CATProduct 1

Sub-
assembly 1

Part 1
Part 2 x
2

Part 3

x

1

Part 4

Assembly 1

CATPart 4
CATPart 5

Skeleton

CATProduct 3

CATPart 1
CATPart 2 x
2

CATPart 3 x
1

CATProduct 2

Item Management

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SmarTeam Training – day 1

Each time you save a Document, a link between
the Document and an Item is created

SmarTeam will
automatically update the
Assembly structure
(Document) while saving
The Item structure is not
automatically created / updated

Item Management

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SmarTeam Training – day 1

So we must switch from a Documentary ordered
structure (and documents that are linked to
Items) to a logical Item structure
For Item management, we will use the BOM
Compare Tool

Item Management

49

SmarTeam Training – day 1

The BOM Compare command is located in the
contextual menu in the CERN sub-menu
We will always run this command from the CAD
Document (Top Product)

Item Management

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SmarTeam Training – day 1

As specified in the tool's name, we will compare
the Document structure to the Item Structure
The Item structure may have been previously
modified

Non CAD Items added
CAD internal use Item removed

These changes will appear in the " BOM
Compare " tool thanks to the color code (refer to
help)

Item Management

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SmarTeam Training – day 1

Item Management

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SmarTeam Training – day 1

The "BOM Compare" tool eases to keep your
Item structure up to date when you add/remove
a component in Catia V5

Note: it is not possible to remove an Item from BOM
Compare. You have to do it manually from SmarTeam.

Item Management

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SmarTeam Training – day 1

Item Management

Storage of the different objects in SmarTeam.

Reminder: Each object might have links with an infinite number of objects.
These objects can be of the same or different nature.

In order to ease the search and the navigation, this
methodology has been chosen for the official Projects, it
means linked under the "Official Project" and
"Disciplines" nodes:

The Top Item ( or "tête de gondole") is linked to the Project.

-> it is the Item linked to the main CATProduct

The other Items (the children of the previous one) are not linked to the
Project.

-> but we can easily access to them with a "Top Down Tree" (after a BOM Compare,

refer to next chapter).

All the Documents (2D and 3D) are linked to the Project.

-> It is much easier to transfer responsibility, or to assign a Team to all Documents, or

to print all the drawings linked to a Project.

-> A Document must not be linked to several Projects in the same branch.

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SmarTeam Training – day 1

Item Management

Exercise

Using the "Search Last Modified" tool, find the
previous assembly (Document)
Use the "BOM Compare" tool on the Assembly (from
top Product )
Do a "Top down tree" of the Assembly from Document
Do a "Top down tree" of the Assembly from Item
Ascertainment?

Merci / Thanks /

Danke schön /

Спасибо / Tack