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Active Workspace Fundamentals

The document provides an overview of Teamcenter 2406's Active Workspace, detailing its functionalities, user interface, and navigation features. It emphasizes the importance of confidentiality and the limitations on the use of the documentation, as well as the support available from Siemens. Additionally, it outlines the capabilities of Active Workspace in managing data within a product lifecycle management system across various devices.

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0% found this document useful (0 votes)

147 views278 pages

Active Workspace Fundamentals

Uploaded by

Ajay Dhanvi

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as PDF, TXT or read online on Scribd

TEAMCENTER

Active Workspace
Fundamentals
Teamcenter 2406
Unpublished work. © 2024 Siemens

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About Siemens Digital Industries Software

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Contents

Why use Active Workspace? 1-1

Exploring the Active Workspace interface

Using Active Workspace on different devices ────────────── 2-1
Working in narrow mode and on a mobile device ──────────── 2-2
Setting up your user environment ─────────────────── 2-7
User properties ───────────────────────────── 2-7
View and change your user properties ─────────────────── 2-9
Change your password ───────────────────────── 2-10
Change your group, role, or project for your session ───────────── 2-11
Manage your User Profile ───────────────────────── 2-12
Select your geography ────────────────────────── 2-15
Set or change your company location assignment ────────────── 2-16
Change your revision display ─────────────────────── 2-17
Create and change ID display rules ──────────────────── 2-17
Autosave table edits ─────────────────────────── 2-19
Page layouts and navigation ───────────────────── 2-20
Home page ────────────────────────────── 2-20
Explorer ──────────────────────────────── 2-22
Page layouts ────────────────────────────── 2-23
Move and resize panels ───────────────────────── 2-27
Toolbars and commands ───────────────────────── 2-29
Selecting single or multiple objects ──────────────────── 2-31
Header information ─────────────────────────── 2-32
Navigate your workspace using breadcrumbs ──────────────── 2-34
Viewing data ────────────────────────────── 2-35
Guided navigation using the Teamcenter Assistant ─────────── 2-55
The Teamcenter Assistant ──────────────────────── 2-55
Train the Assistant ─────────────────────────── 2-56
The Assistant panel ─────────────────────────── 2-57
Modifying your home page ───────────────────── 2-60
Resize a tile ────────────────────────────── 2-60
Arrange tiles on the home page ────────────────────── 2-61
Pin an object to the home page ────────────────────── 2-63
Unpin a tile from the home page ───────────────────── 2-63

Finding data using Active Workspace

Searching for data ────────────────────────── 3-1
Refining your search ───────────────────────── 3-3
Return matches with patterns using a wildcard ──────────────── 3-4
Particularize matches using special characters ──────────────── 3-4
Expand searches with Boolean operators ────────────────── 3-5
Specify property searches ───────────────────────── 3-5

Active Workspace Fundamentals, Teamcenter 2406 3

© 2024 Siemens
Specify date searches ─────────────────────────── 3-7
Apply keywords to search criteria ────────────────────── 3-8
Ignore common words in searches ───────────────────── 3-9
Return matches using advanced search ──────────────── 3-9
Refining your advanced search ──────────────────── 3-11
Replace unknown characters with wildcards in an advanced search ────── 3-11
Return matches for multiple criteria using delimiters with advanced search ─── 3-11
Narrow your advanced search with cascading lists of values ────────── 3-12
Finding summarized answers of complex information using Teamcenter AI Chat
──────────────────────────────── 3-13
Return matches with similar shape and size ────────────── 3-13
Work with search results ─────────────────────── 3-14
Filter search results ───────────────────────── 3-15
Personalize your search settings ─────────────────── 3-18
Work with breadcrumbs ─────────────────────── 3-20
Saving searches ─────────────────────────── 3-21
Save a search ────────────────────────────── 3-21
Retrieving a saved search ──────────────────────── 3-22
Work with your saved search ─────────────────────── 3-22
Export search results ──────────────────────── 3-23
Organize searches with active folders ───────────────── 3-24
View active folders ─────────────────────────── 3-24
Create an active folder ────────────────────────── 3-24
Update the rules of an active folder ──────────────────── 3-26
Share an active folder ────────────────────────── 3-26

Searching for classified data

What is classification ───────────────────────── 4-1
Exploring the classification user interface ─────────────── 4-1
Understanding the classification of assemblies ───────────── 4-6
Find a classified object by browsing the classification hierarchy ───── 4-7
Find an object by searching for a specific property value ───────── 4-9
Find classification objects using the global search ─────────── 4-11
Search for classes using classification criteria ───────────── 4-11
Search for an object based on the properties of another object (search similar)
──────────────────────────────── 4-13
Include classification properties when you compare search results ─── 4-14

Working with data

Creating and revising data ────────────────────── 5-1
Introduction to objects and object types ─────────────────── 5-1
How items and item revisions work with Favorites and the home page ────── 5-1
How dynamic item revisions work in folders, item relations, and paste actions ── 5-4
Access your content quickly ──────────────────────── 5-6
Open a part, document, or other object ─────────────────── 5-6
Create / Add a part, document, or other object ──────────────── 5-7

4 Active Workspace Fundamentals, Teamcenter 2406

Add a classified object to a selected folder ────────────────── 5-8

Change ownership of a data object ──────────────────── 5-11
Check out and check in data objects ──────────────────── 5-14
Edit data object properties ──────────────────────── 5-14
Add multiple language properties for an object ─────────────── 5-15
Modify a table property ───────────────────────── 5-17
Define properties in addition to the object's configured properties ───────
5-18
Autofill properties in a table ─────────────────────── 5-20
Drag objects between browser windows ────────────────── 5-21
Drag objects in lists and tables ────────────────────── 5-22
Create alias IDs and alternate IDs ───────────────────── 5-23
Creating new data or revisions from existing data ────────────── 5-24
Working with attachments ────────────────────── 5-32
Add attachments to a data object ───────────────────── 5-32
Replace an attached file or document ─────────────────── 5-33
Download and open attached files ───────────────────── 5-35
View and download previous file versions ───────────────── 5-36
Open related drawings ───────────────────────── 5-37
View and mark up your attachments using the universal viewer ──────── 5-37
Upload or download large data files ──────────────────── 5-40
Working with named references ───────────────────── 5-42
Exploring relations between objects ───────────────── 5-44
Using Relations ───────────────────────────── 5-44
View data related to an object ────────────────────── 5-45
Managing object relationships and traceability with trace links ───── 5-50
Trace links overview ─────────────────────────── 5-50
Create a trace link ──────────────────────────── 5-50
Create a trace link using Copy and Paste ────────────────── 5-50
Sharing data ──────────────────────────── 5-51
Sharing Teamcenter data with other sites ───────────────── 5-51
Sharing data using Briefcase files ───────────────────── 5-54
Sharing data using PLM XML ─────────────────────── 5-62
Sharing data using PDX files ─────────────────────── 5-65
Sharing data using Multi-Site Collaboration ───────────────── 5-67
Comparing object properties ───────────────────── 5-73
Tracking changes to objects ───────────────────── 5-74
Exporting tables to Microsoft Excel ────────────────── 5-74
Synchronize workflow tasks in Outlook ──────────────── 5-75
Generating and viewing reports ─────────────────── 5-76
Generate and view predefined reports ─────────────────── 5-76
Generate active reports ───────────────────────── 5-79
Viewing access rights ─────────────────────── 5-110
Using Projects ─────────────────────────── 5-111
What are projects and programs? ──────────────────── 5-111
Create a project or a program ────────────────────── 5-112
Managing projects and project folders in Explorer ───────────── 5-114
Modify projects and programs ────────────────────── 5-118

Active Workspace Fundamentals, Teamcenter 2406 5

© 2024 Siemens
Communicating across your organization
Exchanging information and ideas in Active Workspace ───────── 6-1
Using Discussions ────────────────────────── 6-1
What are discussions? ─────────────────────────── 6-1
Use Discuss to gain feedback about objects ───────────────── 6-2
Create a new discussion ────────────────────────── 6-3
View and reply to discussions ─────────────────────── 6-4
Receiving automated messages and email notifications ──────────── 6-5
Follow a discussion ──────────────────────────── 6-6
Unfollow a discussion ─────────────────────────── 6-7
Edit a discussion ───────────────────────────── 6-8
Edit your own comment ───────────────────────── 6-8
Copy a comment ───────────────────────────── 6-8
Delete a discussion ──────────────────────────── 6-9
View followed discussions in the Discussions location ───────────── 6-9
Creating discussions containing snapshots ───────────────── 6-11
Using Subscriptions ───────────────────────── 6-15
Overview of subscriptions ──────────────────────── 6-15
Follow and unfollow objects ─────────────────────── 6-16
Follow an object type ────────────────────────── 6-18
Follow multiple events on an object ──────────────────── 6-18
Filter your news feed notifications ───────────────────── 6-19
Managing your subscriptions ─────────────────────── 6-20
Use reminders ─────────────────────────── 6-24

Accessibility in Active Workspace

Accessibility overview ──────────────────────── 7-1
Accessibility features of Active Workspace ─────────────── 7-1
Keyboard navigation ─────────────────────────── 7-1
Skip to main section of the page ────────────────────── 7-3
Edit tables and auto save changes ───────────────────── 7-4
Alternate text for icons and images ───────────────────── 7-4

Troubleshooting and auditing

Troubleshooting ─────────────────────────── 8-1
Create a log file to share with your administrator ─────────────── 8-1
Viewing audit logs ────────────────────────── 8-2
Using audit logs ───────────────────────────── 8-2
Audit project events and view assigned or removed data ──────────── 8-4

6 Active Workspace Fundamentals, Teamcenter 2406

© 2024 Siemens
1. Why use Active Workspace?
Active Workspace is the web client for Teamcenter. It provides easy navigation of products and
processes, collaboration across your business, and access to other tools such as computer-aided design
(CAD) software and Microsoft Office. You can use a web browser on desktop computers or mobile
devices to create and manage data in your organization's product lifecycle management (PLM) system.

You see only the tasks and data relevant to your needs and interactions. For example:

• You only see commands that you can execute. Some commands may be grayed out or not shown.

• If your administrator does not install optional features, you don't see the commands for them. For
example, the Send to NX command is shown only if the NX for Active Workspace extension is
installed.

In addition, your administrator may configure the interface for a specific industry, group, role, or
individual user.

Note:
Compared to the Teamcenter Rich Client some functionality may be missing, less robust, or
somewhat different visually. However, you may find that Active Workspace meets your needs.

Where do I go from here?

Business User
User interface basics
Home page Arrange or resize tiles
Toolbars and commands Change your password
List, Table and Image views Pin an object to the home page
View object structures and folders
Search for your data
Search Guidemap Filter search results
Searching for data Personalize your search settings
Refining your search Work with breadcrumbs
Return matches using advanced search Saving searches
Refining your advanced search Export search results
Return matches with a similar shape or size Organize searches with active folders
Work with search results
Work with your data

Active Workspace Fundamentals, Teamcenter 2406 1-1

Business User
User interface basics
Object types in Active Workspace Add attachments
Access your content quickly Generate and view predefined reports
Create/Add a part, document, or other project Edit properties
Create a new revision

1-2 Active Workspace Fundamentals, Teamcenter 2406

© 2024 Siemens
2. Exploring the Active Workspace
interface
Using Active Workspace on different devices
Active Workspace is a web-based client for Teamcenter that runs in a browser on traditional computers
using mouse and keyboard inputs and on touch displays found on contemporary Windows devices, and
on OS X and Android tablets and smart phones.

• On touch-enabled devices, you can use standard touch gestures to navigate and select commands and
objects.

• On a desktop or laptop computer, you can use the left mouse button to select commands and objects
and the keyboard for shortcuts or tabbing through the interface.

• In the Viewer view, you can use the left mouse button while pressing the Control (pan) or Shift
(zoom) keys to modify the default geometry navigation controls.

• In some situations you can use the right mouse button to enable additional commands, as
described in context in the user documentation such as the instructions for arranging columns
in a table display, resizing tiles, and working with data in the Relations and Architecture tabs.

Active Workspace Fundamentals, Teamcenter 2406 2-1

Note:
The standard keyboard shortcuts for cut, copy and paste (Ctrl+X, Ctrl+C, Ctrl+V) are supported
when those commands are available on the page.

Working in narrow mode and on a mobile device

The user interface adapts to the available space, whether running on a computer monitor, tablet, phone,
or within another application.

As the available space is reduced, layout or functionality adjusts to it. For example, tables are available
for a wide layout, but are replaced by lists of tiles in a narrow layout, and commands move from the
sides of a wide layout to the bottom of a narrow layout.

Note:
When you are working with files on iOS, Android, or Windows Phone systems, the device controls
the Browse button and provides a dialog that lets you choose how you want to locate files. These
systems may also let you select a camera to directly import images.

2-2 Active Workspace Fundamentals, Teamcenter 2406

Using the narrow interface

The narrow interface uses a one-panel system for displaying features.

1 Primary toolbar
Displays the available commands, such as Home and Sign Out . Other
commands are available from other locations in the user interface.

Note:
Sign Out is available only on the home page.

2 Global search

Active Workspace Fundamentals, Teamcenter 2406 2-3

Searching

When you use search in the narrow interface, the list of search results appears as shown in the following
figure.

1 Pages available with Search

2 Displays the number of search results and the filtering breadcrumbs.

3 Displays the list of search results.

Tap a result object to replace the search results list with information about the object.

4 Primary toolbar with available commands.

2-4 Active Workspace Fundamentals, Teamcenter 2406

Viewing details

Tap an object in any primary work location, such as search results or a folder, to display the secondary
work area with details about the selected object.

1 Displays tabs containing details about the selected object. The information that
displays is based on the selected object, your group and role, and the site
configurations.
If there are too many tabs to display in the available space, a right-chevron is
displayed.

• Tap the right-chevron button to select summary information tabs from a menu
such as Overview and Where Used.

Active Workspace Fundamentals, Teamcenter 2406 2-5

The content area does not update unless you select a new tab from the menu.

The information displayed is based on the selected object, your group and role, and
site configurations.

• Tap a partially displayed tab, indicated by ellipses, to fully display the tab and
update the content area.

2 Primary toolbar with available commands.

When the number of available commands exceeds the available space, you can tap
More to display more.

Opening objects

In any location in the narrow interface, tap Open to display the menu.

2-6 Active Workspace Fundamentals, Teamcenter 2406

Select Open to open the object, or select another option available on your device.

Setting up your user environment

User properties

This topic introduces several fundamental concepts that new users are important to know about when
getting started with Active Workspace. If you have used Teamcenter rich client these concepts should be
familiar to you.

Active Workspace and Teamcenter users work within a context which is a combination of several user
properties:

• Group

• Role

• Program

• Project

• Workspace

You can control some aspects of data presentation within a context by setting these additional
properties:

• Revision rule

• ID Display rule

Depending on your position in your organization, you may need to work in different contexts at different
times. Your assignments for group, role, and project by your administrator should reflect that, in which
case you can easily switch contexts during your session. You can also manage some properties from your
user profile page. The following sections provide more information.

Group

A group is a named set of users who share one or more specific types of work in common, and
who have the same access permissions for data and locations. Groups may be synchronized with the
company's user authentication system. Users may be assigned to more than one group. Assignment of
users to groups is done by administrators or privileged users. In an automotive engineering context, you
might see group names such as Drivetrain, Electronics, HVAC, and Simulations

If you are assigned to more than one group, you can set one as your default group at log-on in your
profile page. You can quickly switch to another group by clicking your profile icon and selecting it in the
Group list in the pop-up. The list contains only the groups of which you are a member.

Active Workspace Fundamentals, Teamcenter 2406 2-7

Role

A role defines a specific job function within a group. Roles are attached to groups and users are assigned
to one or more roles within a group. You can set your default role for groups of which you are a member
in your profile page. In an automotive engineering context, you might see role names such as Designer,
Engineer, Tester, and Approver.

Program

A program provides organizations a means to define, organize, and manage large bodies of work that
have a lifecycle and which come and go over time. Program names may denote a product or product
family. For example, in an automotive engineering context, you might see program names such as
Mid-size Car, Compact Car, Light Truck, and Compact SUV. However, programs may be about something
more abstract. The decision is up to the organization. For more information about programs, see What
are projects and programs?

Project

A project is a component of a program. Programs typically have multiple projects, each of which has a
lifecycle. Administrators can assign users, roles, or groups to a project thereby controlling access to the
project's data. Typically, if you are not a member of a project, you cannot see or work with the data.
In an automotive engineering context, you might see project names such as Mid-size Car Powertrain or
Compact SUV Infotainment.

To view projects to which you have access. You can use the PROJECTS tile on the Home page, or the
Projects folder in Explorer. If you have the necessary permissions you can also create projects and
programs and manage your project teams by correlating groups of users, potentially at different physical
sites, with your product data. You can quickly switch to a different project by clicking your profile icon on
the global header and selecting it in the Project list in the user proprieties pop-up. For more information
about projects, see What are projects and programs?

2-8 Active Workspace Fundamentals, Teamcenter 2406

Workspace

A workspace is an out-of-the-box configuration that controls which commands users see and which
pages they can access when they log on. Workspaces are mapped by administrators to a group, a role,
or a group-role combination. You are always assigned at least one workspace via your group and role
assignments.

Information about your workspace assignments, the commands you can run and what data you can
access in each workspace should be provided by your organization. If you are assigned to more than
one workspace, you can change to a different one by clicking your profile icon on the global header
and selecting it in the Workspace list in the pop-up. If you are assigned to only one workspace, the
Workspace list does not appear.

Revision rule

A revision is a unique, specific iteration of a previously created object such as a part, an assembly, or
a document. In Active Workspace, your current revision rule determines which revision of an object will
be returned by a search or shown in a product structure. For example, you can choose whether to load
working revisions or release revisions.

A privileged user or an administrator can configure revision rules. You can select the revision rule you
want to use in your user properties, displayed when you click your profile icon. For more information see
Change your revision display.

ID Display rule

Identifier (ID) display rules let you select the context in which items and item revisions are displayed for
you. If no rule is applied, the initial identifier attribute is displayed. For more information see Create and
change ID display rules.

View and change your user properties

User properties determine your current working context. You can change your context by setting
different values in your user properties.

Procedure

1. In the global header, click your profile icon.

A pop-up panel appears displaying the current settings of your user properties.

Active Workspace Fundamentals, Teamcenter 2406 2-9

2. In the panel, change the value in one or more properties.

For example, if you want a different workspace, select it in the Workspace property.

Note:
The properties displayed in the pop-up can vary depending on your group and role. For
example, if only one workspace is configured for your role, the Workspace property is not
present.

Change your password

When the Teamcenter installation is configured to use Security Services, passwords are managed by an
external identity service provider such as lightweight directory access protocol (LDAP) rather than by
Teamcenter. In this circumstance, you cannot change your password yourself using any Teamcenter
client. If passwords are managed by Teamcenter, you can follow these steps to change your password.

1. On the global header, click your profile icon and select Manage Profile.

Your user profile page displays.

2. On the primary toolbar, select More commands > Manage > Change Password .

3. In the Change Password panel, type your current password.

2-10 Active Workspace Fundamentals, Teamcenter 2406

4. Type your new password.

5. Type your new password again in the Confirm New Password box.

The Change button displays when all three fields are populated with valid values.

6. Click Change.

Change your group, role, or project for your session

As you work, you may need to change your current group, role or project. For example, you might need
to switch your group from Manufacturing to Engineering to accomplish some task.

1. Click your profile icon.

2. Select your existing project, group, or role.

Note:
Although your account may not be configured to display a project, you can view your projects
and your project team by selecting the PROJECTS tile on the home page.

Active Workspace Fundamentals, Teamcenter 2406 2-11

Tip:
You can toggle the option to display your session settings on any page by enabling Display
session settings at the bottom of the page.

3. From the list of available options, select the one you want.

Example:
In your current session, if you change your current group from Manufacturing to Engineering,
your role is set to the default role specified for the Engineering group. If no default role is
specified, then the first role in the list is used.

Note:
Your selected group and role are set for your current session only; the default values for your
group and role are not updated.
You can manage your default group and role values on your user profile page (global
header > profile icon > Manage Profile).

Manage your User Profile

Your user profile page enables you to provide information about yourself that other users can seem, and
set a number of defaults and preferences that are applied when you work in Active Workspace. This topic
explains how to access the page and describes the most common settings that new users may want to
adjust.

Open your profile for editing

1. On the global header, click your profile icon and select Manage Profile.

Your user profile page displays.

2. Select the Overview tab if it is not already selected.

3. On the primary toolbar, select More commands > Edit > Start Edit .

2-12 Active Workspace Fundamentals, Teamcenter 2406

Set your default group

You can set your default group, your default role in each group, and your default volume.

In the User Memberships section, select your default group from the Default Group list (1). Once the
defaults are set, you can quickly switch your current group and role in the pop-up options that display
when you click your profile icon

Set your default volume

In the User Membershipssection, select your default volume from the Default Volume list (2).

If you are only assigned one volume, the list is disabled and you cannot select another volume.

Active Workspace Fundamentals, Teamcenter 2406 2-13

Set your default group roles

The User Memberships section displays a table of groups and roles (3) where you can set your default
role for each group. The Group column values are static. The Default Role column provides a list of roles
for each group.

Set your default role for a group by clicking in the Default Role column (4) on the group's row and
selecting a role from the list. You can leave the Default Role empty for groups where you have no role.

Set your default units

The Units section displays your current Unit Display Set. This defines the unit of measure displayed for
various types of data such as Parameters. If the unit of measure defined by the data author differs from
the set you choose, displayed data is converted to the unit of measure you select here. If you want to
use a different set, select it in the list.

New unit display sets can be configured as needed. The default Unit Display Set options are as follows:

• As Authored - This set contains units created by the author of the data.

• Metric Display Set - This set contains metric units, such as meter and kilogram.

• Metric(SI) Display Set - This set contains metric units, such as meter, kilogram, second, ampere, kelvin,
candela, and mole.

• Non-Metric Display Set - This set contains non-metric units, such as foot and pound.

This graphic shows an example of a user updating the unit display set from As Authored to Metric
Display Set.

This graphic shows the results of a user updating the user profile to the Metric Display Set.

2-14 Active Workspace Fundamentals, Teamcenter 2406

Note:
This functionality is only available in Parameter Management for Teamcenter 2406.

Upload a profile picture

You can upload an image file from your computer to appear in the profile icon in the global header when
you are logged in, and to other users in various contexts. It is not necessary for the page to be in edit
mode.

1. In the Picture section, click Add Profile Picture.

2. In the Add Profile Picture panel either...

• Click Choose File and select an image file on your computer, or...

• Drag an image file from your computer's file explorer to the Upload box.

3. Click Update Profile Picture.

Save your settings

When you are finished, select More commands >Edit > Save Edits .

Select your geography

You should set your declared geographic location in your profile. This is especially important if some
data is restricted to certain geographic areas.

1. On the global header, click your profile icon and select Manage Profile.

Active Workspace Fundamentals, Teamcenter 2406 2-15

Your user profile page displays.

2. On the primary toolbar, select More commands > Edit > Start Edit .

3. In the LOCATION section, select your declared geography from the User Declared Geography list.

The values are case sensitive.

4. On the primary toolbar, select More commands > Edit > Save Edits .

Tip:
You can cancel pending changes from the Edit menu.

Set or change your company location assignment

If your administrator has created and assigned company locations, you can set, clear, or change your
company location assignment.

1. On the global header, click your profile icon and select Manage Profile.

Your user profile page displays.

2. On the primary toolbar, select More commands > Manage > Location Code .

The Location Code panel displays.

3. Type your location in the Available Locations box to filter and find your location code.

Note:
The associated location code may contain the filtered string. For example, "Mi" is contained in
the location code, Milwaukee, associated with Wisconsin. It is also contained in the location
code, Milford, associated with Ohio.

Tip:
To set your location to a value not in this list, type the location you want to assign to yourself
in the Location Code box. The following message is displayed:

Location Code "zzz" does not exist for any Company Location.
Do you want to set a new location with that code?

Click Set.

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4. Select a location and click Set.

Change location on parts and documents

When you create a new part or a document, your company location appears as a value in the Current
Location Code box on that part or document. If your system configuration allows, you can change the
location code to another existing code.

Change your revision display

A revision is a unique, specific iteration of a previously created object such as a part, an assembly, or a
document.

• A revision can have associated CAD models, drawings, or specifications that are applicable only to that
revision.

• Revision display is controlled by revision rules.

For example, Latest Working is a standard default revision rule for design engineers, while a
manufacturing engineer may prefer to use the Latest Released revision rule.

• Revision rules are configured by administrators to specify which revisions of parts and assemblies
display.

• Revision rules determine how items and item revisions display in tables, and what happens when you
copy and paste an item revision into a table. For more information, see How dynamic item revisions
work in folders, item relations, and paste actions.

Multiple revisions of an object can clutter your display. You can select the rule that best meets your
needs.

1. On the global header, click your profile icon.

A pop-up containing session settings displays.

2. Click the current Revision Rule and then select the desired rule from the list.

Create and change ID display rules

Create an ID display rule

You can create a custom ID display rule to display objects with alternate IDs for a specified ID context.

1. From the Home Page, click the ID DISPLAY RULES tile.

The ID Display Rule page opens and displays any existing rules.

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2. Click More Commands > New > Create ID Display Rule .

The Create ID Display Rule panel opens.

3. Enter a Name for the rule and then select the rule Contexts from the list.

4. (Optional) Click Use As Default to set the new rule as the default ID display rule.

5. (Optional) Click Set As Current to set the new rule as your current display rule after it's created.

6. Click Create to create the new display rule. The new rule now appears on your ID Display Rule
page.

Change your ID display rule

When you have created alternate IDs for objects, you can change your ID Display Rule to display these
custom IDs in your bill of materials instead of the default value for the revision object.

1. Click your profile icon to display your session settings.

Tip:
You can optionally display the session settings as a bar at the bottom of the browser window
to always keep it visible. This is helpful if you need to cycle through many ID display or
revision rules.

2. Click the down arrow next to ID Display Rule and then select the rule you want to apply.

Note:
The available ID display rules are based on the alternate ID context configured by your
administrator.

Your alternate IDs now display for the revision object.

View ID display rule information

You can quickly view information on an ID display rule when viewing it from a list of your existing rules.

1. Click your profile icon to display your user properties.

2. Click the down arrow next to ID Display Rule.

3. Instead of selecting a rule, hover over it and then click the Information icon .

The ID Display Rule page opens and displays the details on the rule.

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Autosave table edits

You can select the option to automatically save changes made to tables. When this option is enabled and
you edit a table cell by double-clicking it, the changes made to the cell are automatically saved when you
click off the cell.

• If you edit a table with autosave off, you must save the changes made to the table cells by clicking
Save Edits.

• Some table cells may not support autosave. You must manually save changes made to these table
cells.

• Some tables may only support autosave editing. In this case, changes made to the cells are
automatically saved, even if you have autosave turned off in your profile.

• If you enable Autosave Tables while you have unsaved table edits, the system prompts you to Save or
Discard the table edits before enabling autosave.

1. In the global header Session controls, click Settings .

2. Click Autosave Tables to turn on auto saving of changes made to table cells.

Note:
Autosave Tables is enabled for all users by default.

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Page layouts and navigation

Home page

Your home page contains tiles and toolbars that run commands enabling you perform tasks and access
data. Examples include exploring your folders, viewing schedules, opening your Inbox, accessing help
documents, and running reports. Your administrator configures the home page based on your role. This
allows the home page to be customized for easier and faster navigation, placing your most frequently-
used commands on your home page.

1 Global header: On the home page, the header includes the Teamcenter location, global search (4),
and session controls (5).
2 Global navigation: Your entry point for various features and data access. These commands are always
available. Tooltips provide a short description of each command. The icons you see may vary from
those shown in the figure, depending on your role and how the page is configured for it. If there is
insufficient space to show all available commands due to your screen resolution or the vertical size of
the client window, the More Commands icon appears in the last icon position. Click it to reveal
the hidden commands in a pop-up menu.
The Home icon opens your home page.
3 Tiles: These provide access to commonly-needed features and data. The tiles on your home page may
differ from the figure based on your specific configuration. Some commands may be present in both
global navigation and a tile. You can rearrange and resize tiles to suit your needs. You can pin and
unpin tiles, and pin objects to your home page as tiles.
4 Global search: Search for data objects in your Teamcenter system. You can access saved searches and
the Advanced Search feature from here.
5 Session controls:

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• Change notifications: View and search active changes, if any, and set the active change context.

• Environment indicator: In infrastructure that has multiple deployments or deployment types — test
and development, for example — an administrator can optionally configure and enable this chip to
show which environment you are currently using.

• Alerts : Notifications of specific items that have changed. Also notifies you when a background
process completes. If there are many alerts you can search the list.

• Teamcenter AI Chat : Teamcenter Artificial Intelligence (AI) Chat allows you to ask questions
and provides summarized answers with source materials from indexed and embedded file contents
to which you have access. Appears only if configured by an administrator.

• Settings :

• Choose Compact or Comfortable display format.

• Show or hide text labels for commands in global navigation.

• Access logging options and record a log file to share with an administrator.

• Toggle automatic saving of table edits.

• Assess system performance with Monitoring.

• View online help.

• The icon shown here is a default image. If the current user has added a profile picture it appears in
the circle at the bottom of navigation. Otherwise the first letter of the user name appears there.

Note:
If there is insufficient space to show all of the bottom-position icons due to your screen
resolution or the vertical size of the client window, an ellipsis (…) appears in the last icon
position. Clicking it reveals the hidden icons.

Profile: Open your user profile page, view and change your session settings, toggle display of
session settings at the bottom of the page, and sign out of Active Workspace.

Session settings include: Project, Group, Role, Workspace, ID Display Rule and Revision Rule.

Tip:
If you have uploaded a profile picture to your user profile, a thumbnail of it displays in the
global header. Otherwise a default graphic displays.

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Related topics

Arrange tiles

Resize a tile

Pin an object to the home page

Unpin a tile from the home page

Explorer

The EXPLORER tile on the Home page, and the Explorer icon in global navigation open a tree view
that provides access to all your folders, their subfolders, and data in folders from a single entry point.

1 Command in navigation that opens the Explorer page.

2 Favorites - Always first in the tree regardless of sorting applied to the tree. Contains references to
objects that you have saved as favorites for quick access.
3 Active Folders - Collects all of the active folders that you can access. Active folders are saved search
criteria that return the latest available matching results.
4 Home. Your personal home folder. Selected by default, with relevant commands enabled on the
toolbar when you open Explorer. Content varies for each user. In general, it displays references to
objects and information that are relevant to your work.

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5 Project Data - Displays the projects of which you are a member and enables you to view the content
of a selected project.
6 Overview of the properties of the selected folder.
7 Content in the selected folder. Home and Favorites can display any object in the system. Active
Folders and Project Data are query folders that display referenced objects matching the search
criteria.
Note that the Contents section is not present when the Project Data folder is selected.

Open folders in the tree by selecting them and clicking Open on the primary toolbar. You can also
open subfolders from the table displayed in the Contents section by hovering over a folder in the Object
column and clicking Open .

Related topics

Organize searches with active folders

Introduction to objects and object types

Using projects

Page layouts

Different pages in Active Workspace have varying layouts of the main page components. This topic
presents a few of the main page layouts to help you understand them and the terms you will find used in
documentation.

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Home page layout

1 Global header

2 Global navigation

3 Work area and tiles

4 Global search

5 Session controls

For a more in-depth information see the Home page topic.

Search page layout

The results page displays the objects matching the criteria entered in Global search.

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1 Results panel toolbar

Shows a count of found objects, the search scope, and any applied filters. Also
contains the primary toolbar with commands applicable to the context.

2 Filters panel
Enables you to narrow the search results. When closed you can reopen it by clicking
Filters .

3 Results panel toolbar

Commands applicable to the search results displayed in the results panel.

4 In-context search
Search the list of found objects in the results panel (5).

5 Results panel
Lists the objects matching the search criteria entered in Global search.

6 Object information
Displays information about the object currently selected in the results panel (5) and
enables you to open edit it.

7 Tabs
Provide access to different categories of information about the object selected in the
results panel (5).

Object page layout

This page displays when you open an object.

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1 Object information and options

Enables viewing and selection of revision, revision date, group and variant rule.

2 Primary toolbar
Contains commands applicable in the context.

3 Work area toolbar

Contains commands applicable to the object.

4 Work area
The area not occupied by Global navigation and the Global header. Some of the
content can vary depending on the type of object you have opened.

5 Tabs
Provide access to different categories of information about the selected object.

Task panels

Some commands open a task panel. Typically, these panels display over the top of the information in the
work area. Examples include Add panel, Create Change panel, and Trace Link panel.

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Other commands, such as search Filters , display a panel on the left.

Notification and error messages

The system displays notification messages. You can pin a message so that it continues to appear in the
window, and you can refer to the message text later during your work session.

Example:

Navigating to a new location or selecting a new object, such as a physical part or a file, does not dismiss
the message. You must unpin the message to dismiss it.

The system also displays error messages. These cannot be pinned.

Example:

Move and resize panels

As you work with data objects, you may open panels to perform your task. Some panels, such as the
Information panel, can be undocked and moved around the browser window. When undocked hey can
also be resized.

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When you re-dock a panel to return it to its default location, the next time you undock the panel, it
returns to its last undocked size and position.

Procedure

The following steps show how to undock the Information panel. Other panels that can be undocked
work in the same way when opened.

1. When viewing an object, click Information on the primary toolbar.

The Information panel opens.

2. To undock the panel, click Undock in the upper-right corner of the panel.

The panel undocks and can now be moved around the browser window.

3. Do any of the following:

• To move the panel, place your cursor in the panel header and then click and drag the panel to
your desired location in the browser window.

• To resize the panel horizontally, place your cursor on the right or left edge of the panel and then
click and drag to resize it.

• To resize the panel vertically, place your cursor on the bottom of the panel and then drag to
resize it.

• To resize the entire panel, click the bottom-right corner of the panel and then drag to resize it.

• To return the panel to its default size and location, click Dock .

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Toolbars and commands

Pages in the user interface may include three different toolbars.

1 Results panel toolbar

2 Work area toolbar

3 Primary toolbar

Results panel toolbar

The results panel toolbar includes commands associated with the data displayed in the results area.
As the data changes, the commands available in the toolbar change. Some commands are grouped
together as a stack of commands under an icon with a small triangle under the command icon.

Note:
Depending on the size of your browser window and display resolution, the More Commands
command may display on the results panel toolbars. Clicking the icon displays additional
commands that are hidden due to sizing constraints.

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Work area toolbar

The work area toolbar includes commands associated with the data displayed in the work area. As the
data changes, the commands available in the toolbar change.

Primary toolbar

The primary toolbar includes commands associated with the data displayed on the page. As the data
changes, the commands available in the toolbar change.

Tip:
If you don't see the command you need, try looking for it in More Commands .

Command context menus

You can access commands in the context of the items you are working with by right-clicking on the
items in a table or a list to access the commands. Depending on the area of the application you are
in, the available commands are different. For example, right-clicking on a schedule task gives you a
completely different set of in context commands versus clicking on a part in a structure.

The following graphic shows the commands in the context of a document in the search results list.

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Note:
Context menus are not available on touch devices.

Selecting single or multiple objects

In Active Workspace you can select objects one at a time or several at once.

Select a single object

To select a single object, click on it. The object highlights to indicate that it is selected.

Select multiple objects

There are two methods to select multiple objects. In both cases, objects are highlighted to indicate
selection.

1. You can use Selection Mode located in the results panel toolbar.

Once you click or touch Selection Mode , you can:

• Click or touch any object to select it.

• Shift-click to select a range of objects.

• Select All / Clear Selections . This is a toggle. Clicking it once selects all displayed objects.
Clicking it again, clears the selection on all the displayed objects and exits the multiselect mode.

2. The second method is to click, Shift-click, or Ctrl-click objects without using Selection Mode .

• Click or touch any object to select it. Any previously selected objects are deselected.

• Ctrl-click nonconsecutive objects to select them.

• Shift-click to select a range of objects.

• Select All / Clear Selections is not available without using Selection Mode .

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Note:
In search results, when you select multiple objects using either of the described methods you can
see information about them, but you cannot open or download any of the selected objects. You
must select a single object to open or download it.

Header information

The Global header is always present. It shows you your current context and provides global search,
session information and settings, and access to your user profile. The main components of the Global
header are:

• Location information

• Page links

• Global search

• Session controls

1 Location
2 Global search
3 Session controls

In some locations, the Global header provides links to one or more pages.

Search result pages:

Inbox pages:

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Session controls

• (1) Change notifications: View and search active changes, if any, and set the active change context.

• (2) Environment indicator: In infrastructure that has multiple deployments or deployment types —
test and development, for example — an administrator can optionally configure and enable this chip
to show which environment you are currently using.

• (3) Alerts : Notifications of specific items that have changed. Also notifies you when a background
process completes. If there are many alerts you can search the list.

• (4) Settings :

• Choose Compact or Comfortable display format.

• Show or hide text labels for commands in global navigation.

• Access logging options and record a log file to share with an administrator.

• Toggle automatic saving of table edits.

• Assess system performance with Monitoring.

• View online help.

• (5) Profile: Open your user profile page, view and change your session settings, toggle display of
session settings at the bottom of the page, and sign out of Active Workspace.

Session settings include: Project, Group, Role, Workspace, ID Display Rule and Revision Rule.

Tip:
If you have uploaded a profile picture to your user profile, a thumbnail of it displays in the global
header. Otherwise a default graphic displays.

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Related topics

Home page

Navigate your workspace using breadcrumbs

Locations can have a breadcrumb showing where you are within a folder structure or a part structure
in Explorer. Breadcrumbs mainly serve to show your current context, but you can also use them to
navigate the structure.

Move to a different folder location

Click the folder name.

You move to the selected folder location.

Move to a different branch within a selected folder

Click the chevron to display the child folders of a currently-selected folder in a drop-down list. Select a
folder in the list to navigate to it in Explorer.

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Expand or shrink breadcrumbs area

You can expand or shrink the header area preceding the breadcrumbs. Drag the separator just before the
first breadcrumb to shrink or expand the space before the breadcrumbs area.

Items preceding the breadcrumbs become hidden and appear when you click More...

Viewing data

View folders and object structures

When folders are opened in the Explorer, they are displayed in a tree view that shows all elements of
the folders in a parent-child relationship. You can expand or collapse the nodes in the tree as needed.

Active Workspace Fundamentals, Teamcenter 2406 2-35

In a tree view, when you select a structure, an object within a structure, or a folder, its details are
displayed in the adjoining work area.

List, Table, Image and Tree views

In Search results, Inbox, Changes, and opened Folders you can view the displayed objects as a list, a
table, or a collection of images. You can edit some data in the Table view.

The list and table of objects in search results appear as follows, respectively.

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Active Workspace Fundamentals, Teamcenter 2406 2-37

Note:
Table view is not available in narrow-interface mode.

Images in search results appear as follows.

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In opened Folders you can also view the data as a tree.

Active Workspace Fundamentals, Teamcenter 2406 2-39

Tip:
The Explorer always displays data in a tree view.

Editing data in the table view

There are two ways to edit data while you are in the table view.

• Click Edit , tab through cells and expand or collapse the objects with child elements. After making
your changes, click Save Edits.

• Directly edit table cells by double-clicking them. If Autosave Tables is enabled in your user properties,
when you click off the cell, the changes are saved automatically. If this is not enabled, you must click
Save Edits to save your changes to the table.

You can click a column header and then select Hide Column to hide an entire table column. To show the
column again, click to the right of the column headings to open the Arrange panel. From here, you
can add the hidden column back to the table.

You can sort the data in the table by clicking the column header and choosing to sort by ascending,
descending, or no sorting. If a table column contains values of dissimilar data types, the table sorts
based on the string values for the data.

Some tables do not save customizations made to the table, such as hiding, freezing, or resizing columns.
They also may not support modification of column arrangements and drag and drop functionality. Any
changes made to these types of tables are lost when the table is reloaded.

For more information on working with tables, see the following topics.

Arrange, wrap text, and save the order of columns

Modify table and tree appearances

Add table columns in real time

Automatically save table settings

Open folders and select the view

When you navigate to and select a folder in Explorer, you can open it and choose a view mode. Each
view mode displays the folder contents in a different way.

The available view modes are List, Table, Table, Tree, and Tree.

1. From the navigation, select Explorer .

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2. Select the folder that you want to open from the tree view.

3. Click Open .

The folder displays the contents in the default view mode.

4. (Optional) Change the view of the contents by selecting the required view mode from the list.

The tab in the header displays the currently-open folder (1). You can change the view mode using
the selector (2)

Note:
Folders always open in the default view mode.

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Arrange, wrap text, and save the order of columns

You can use the Arrange panel to reorder, hide, or display columns in either the Table or Tree view.

The Arrange panel contains the Available Columns that can be added to the table or tree and the
Displayed Columns, which are the columns currently displayed.

Tip:
Adding or removing columns from the Displayed Columns list enables the Save as new
arrangement check box so you can quickly save your customized column configuration so
that you can easily apply it to views in future sessions.

The Arrange panel

To open this panel, click the Table Settings icon to the right of the column headings and select
Arrange.

Show All / Show Common

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Displays all available properties as columns or only the common properties for the
objects in the table.

Move up
Select one or more column names in the Displayed Columns list, then click to
move the selected column(s) upward in the list.
You can optionally drag the selected column(s) instead of using the icon.

Move down
Select one or more column names in the Displayed Columns list, then click to
move the selected column(s) downward in the list.
You can optionally drag the selected column(s) instead of using the icon.

Column arrangements
Select a saved column arrangements to apply it to the view.

Column arrangements you create (1) appear at the top of the list above the dividing
line after the Default arrangement. You can only delete column arrangements you
create.
Column arrangements created by administrators (2) appear below the divider.
You cannot delete or modify them. However, you can save them as new column
arrangements which you can modify.

Add
Select one or more columns in the Available Columns list on the left. Then click
to add the selected column(s) to the Displayed Columns list.
You can optionally drag the selected column(s) instead of using the icon.

Remove
Select one or more columns in the Displayed Columns list on the right. Then click
to remove the selected column(s) from the list.
You can optionally drag the selected column(s) instead of using the icon.

Active Workspace Fundamentals, Teamcenter 2406 2-43

Note:
If the properties list is long, you can type a property name in the Filter field to display a specific
property.

You can select multiple columns to move groups of columns up or down the list by doing the following:

• Shift-click to select a range of columns if they are in consecutive order.

• Ctrl+click nonconsecutive columns to select them.

Note:
If search results are obtained from a set of external data, such as from a non-Teamcenter database,
you may not be able to sort items in a column because the data model for these items does not
conform to the Teamcenter properties displayed in the column headings.

You can also drag column headings to rearrange the column order of a table.

Note:
Some tables do not save customizations made to the table, such as hiding or freezing a column, or
support making changes to the column arrangements. Any changes made to these tables are lost
when the table is reloaded. These tables also do not have the Arrange option in the table settings.

Save your column arrangement

When you change the current column arrangement by adding, removing or reordering columns in the
Arrange panel, the system creates a copy of the column arrangement including your changes, selects
the Save as new arrangement option, and prefills the Name box appending "_copy" to the name of the
current column arrangement. For example, if you modify a column arrangement named BOM basic, the
prefilled name is Bom basic_copy. You can optionally change the prefilled name and save your changes
in the panel as a new column arrangement by clicking Save and Arrange.

This saves your column arrangement so you can apply it in the future. You can click Column
Arrangements on the Arrange panel to see a list of all your saved column arrangements.

Reload the default column arrangement

You can reset a table to its default column arrangement by opening the Arrange panel, clicking Column
Arrangements, and selecting Default in the list.

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Note:
• Default is always first in the list of column arrangements and you cannot delete it.

• Administrators can define different Default column arrangements for different contexts. If you
are a member of more than one group, or if you have different roles with a group, the columns
displayed in the Default column arrangement can differ depending on your current group and
role selection in your session controls. If you do not see an arrangement you are expecting it is
probably configured for a context different from your current one.

• When you hover above Default in the list of column arrangements, a tooltip indicates the scope
of the arrangement. Possible scopes are: workspace, group, role, and site.

• The Default column configuration in object set tables is always driven by the user’s XRT
properties.

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• For information about work contexts and session controls, see User properties and Change
your group, role, or project for your session.

Wrap table text

You can toggle text wrapping to have text in table cells automatically start at a new line once it reaches
a certain length. This helps tables with large amounts of text look cleaner and makes reading the data
easier.

Click to the right of the column headings and then select Wrap Text to enable text wrapping for the
table. The command remains highlighted to show that wrapping is enabled. You can click it again to
turn it off.

Automatically save table settings

Some table settings for some types of tables save automatically when you change them and are restored
on next access. Persistence of table settings differs somewhat depending on the type of table.

• An objectSet table in Summary view: the last settings in effect for column sorting, text wrap and
saved filters save automatically when you navigate away. The settings are restored the next time you
access the same table and they persist until you change them.

• Primary work area tables: settings for text wrap, column sorting, and column arrangement persist
automatically only if a server-side column configuration for the table exists.

• Search results table: changes you make to table settings do not persist when you navigate away.

Modify table and tree appearances

You can modify the display of tables and tree views in several ways.

• Change column widths.

• Hide columns.

• Freeze and unfreeze columns.

Change column widths

You can easily change the column widths for either Table or Tree views.

Tap or hover at the far-right of a column in the column header to display the column divider indicator
and drag it to the left or the right.

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Hide Columns

Columns that contain information that you do not need can be hidden from the table view.

To hide columns, click the column header, then click Hide.

Freeze and Unfreeze columns

The first column is frozen by default for Table and Tree views. This is indicated by a dark right column
border.

To freeze additional columns, click the column header, then click Freeze.

The column (and all the columns to the left) are frozen, meaning they are not part of the horizontal
scrolling region.

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To unfreeze columns, click the column header and click Freeze again.

Note:
You can't unfreeze the first column in the Table or Tree views.

Add columns to a table

When viewing a table or tree, select More Columns in the Arrange panel to load all available properties
and display selected ones as table columns. See Add table columns in real time.

Add table columns in real time

Create, save, and open different column arrangements to control which columns appear in tables and
trees. When viewing a table or tree, the default column arrangement appears if you have not previously
viewed the table. If you viewed the table previously, you see the last column arrangement used. You
can open a different column arrangement, or add more columns to a table you are currently viewing to
create a new column arrangement.

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• Use the Arrange panel to add more columns to a table you are viewing by adding properties to the
Displayed Columns list (3).

• You select the properties you want to add as table columns from the Available Columns list (1).

• If a property you want to add does not appear in the list, you can click More Columns (2) to load
more properties.

• The Show Common icon (4) switches between displaying all properties or only common properties.

Procedure

1. While viewing a table, open Table Settings > Arrange.

The Arrange panel opens. The properties appearing in the Displayed Columns list are those
shown as table columns by the current column arrangement. Properties in the Available Columns
list, if any, are available in the current configuration, but are not displayed as table columns.

2. If a property you want to display as a table column doesn't appear in the Available Columns list,
click More Columns to load more properties.

The Available Columns list populates with available properties of the object types in the current
column arrangement.

3. In the Available Columns list, double-click an item to add it to the Displayed Columns list.

Active Workspace Fundamentals, Teamcenter 2406 2-49

If multiple list items have the same name, you can hover over them to see the distinguishing type
in a tooltip.

Use the search box above the Available Columns list to filter the items. You can search for names
of properties or names of object types.

You can optionally drag items from one list to the other.

The Save as new arrangement check box becomes selected and the name of the current column
arrangement is written to the Name box with _copy appended to it.

4. Optionally edit the value in the Name box and click Arrange to save your changes as a new column
arrangement.

If you do not want to save your changes click Close.

Results

The properties you added to the Displayed Columns section now appear as columns in the table.

Column arrangements you create (1) appear at the top of the list above the dividing line after the
Default arrangement. You can only delete column arrangements you create.

Column arrangements created by administrators (2) appear below the divider. You cannot delete or
modify them. However, you can save them as new column arrangements which you can modify.

Filter data in a table column

You can filter the data within a table column so you can easily see the data that is important to you.

Tip:
Column filtering is not supported in Table view in advanced search results.

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Note:
You can click a column header and then select Hide Column to hide an entire table column. To
show the column again, click the cog wheel icon and select Arrange to open the Arrange
panel. There you can add the hidden column back to the table.

To access the filtering, click anywhere in the header of the table column to filter. There are four types
of filters available depending on the types of data; text filtering, facet filtering, date filtering, and
number filtering. The available filtering depends on the data your are viewing. Some columns do not
support filtering. Others do not support facet filtering.

To remove filters:

• To clear an individual column filter, click Clear.

• To clear all filters, click the Table Settings icon to the right of the column headings and then select
Clear all filters.

Text filtering

Text filtering enables filtering for any table column that contains text.

Active Workspace Fundamentals, Teamcenter 2406 2-51

• Do not use wild cards. Just enter a text string to filter on and click Filter.

• You don't need to differentiate between upper and lower case.

• When you enable facet filtering by clicking Show Filters for the column, the list of values
automatically narrows as you type the text.

• The default matching mode for text filtering is contains, which shows all values that contain the
specified filter criteria. You can change to other matching modes, such as Does not contain, Begins
with, Ends with, Equals, and Does not equal.

Facet filtering

Facet filtering displays all the available values in table columns, based on the current table values and
the filter criteria entered.

Click Show Filters to view the values for the table column. You can select the values you want to filter
by, and then click Filter to show only the selected values.

Date filtering

Date filtering enables filtering for table columns that contain dates.

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You can set a single date or a date range using the pop-up calendar.

Number filtering

Number filtering enables filtering for table columns containing numeric data.

Keep filters between views

Unlike other settings such as sorting and text wrap, filters you set do not automatically persist when
you navigate away. After you have set filters, if you want to save them so that they are reapplied
automatically next time you view the table, select the Table Settings icon to the right of the column
headings and then select Keep Filters.

Active Workspace Fundamentals, Teamcenter 2406 2-53

The state of the Keep Filters option persists until you deselect it or select Clear all filters. The state of
the Keep Filters option is also cleared, and the option is hidden if you remove all the table filters using
Clear all filters or the column menu.

Note:
Saving column filters is not supported in Table view in advanced search results.

Using Layout Manager

Layout Manager is a used for saving and recalling recent or saved combinations of views and
arrangements. To open this panel, click Layout Manager from the primary toolbar.

1 The Recent section displays up to four of your most recently used layout
arrangements.
You can save the layout by hovering over a layout arrangement and clicking Save .

2 The Saved section displays your saved layout arrangements.

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Once you have saved eight arrangements, you must delete at least one before you
can save another. To delete, hover over a layout arrangement and click Remove .

3 The More Layouts section displays all available layout arrangements. The layouts
vary depending on the page you are on.

Page layout information is stored locally. The first time you open a page in a browser or device, or if
you open the same URL in a different browser or device, the default layout configured on the server is
applied. When you select a different layout, it is then applied each time you return to the same page
until you select another layout. Any saved layout information is lost if you clear your local storage. In
such cases, revisit the page and select a layout to store the layout information.

Tip:
You must clear your client browser storage to access any new layout configurations published on
the server. Your administrator can inform you about newly available layouts.

Guided navigation using the Teamcenter Assistant

The Teamcenter Assistant

The Teamcenter Assistant suggests the next possible actions to perform and provides the relevant
data required to perform them. These suggestions are based on the context, history, and usage
frequency of actions performed by other previous users belonging to the same role and group.

When you perform tasks using Active Workspace, the system remembers the commands and the
sequence in which the tasks are performed. The next time you, or other users who belong to the
same role and group as you, log on, the system displays a set of commands based on the learning. You
can either accept the commands suggested in the panel to complete your tasks or ignore them. The
Assistant dynamically updates the sequence of tasks performed in each session. It learns the command
usage and recommends the relevant command depending on the context for subsequent sessions.

Experienced users can log on using Active Workspace with special user credentials and train the
Assistant on their preferred way of completing their tasks.

The Assistant panel displays your recent data, your team's recent data, your favorites, and the contents
of the clipboard.

By suggesting the next logical commands, the Assistant helps to:

• Improve your efficiency by reducing the cognitive load.

• Minimize the number of mouse clicks required to perform your tasks.

• Reduce the total time required to complete a task.

Active Workspace Fundamentals, Teamcenter 2406 2-55

Train the Assistant

You can use the Tutor Mode to train the Assistant to learn a preferred way to complete a task.

1. Log on using the credentials of a user profile that is specifically set up for training the Assistant.

2. In the global navigation area, click Assistant .

3. Click to pin the Assistant panel.

4. Turn on the Tutor Mode and start performing the steps required to complete your workflow.

The system records your preferred way of completing the task.

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5. Turn off the Tutor Mode when you complete your task.

Now, when other users log on, the system recommends the commands that were used in the Tutor
Mode. This can help companies leverage the experience of experts and standardize the use of good
practices.

The Assistant panel

When you log on, you can view the Assistant icon in the global navigation area.

Active Workspace Fundamentals, Teamcenter 2406 2-57

1 View up to 10 commands suggested by the Assistant panel.

These command suggestions are specific to a user. If the current user is logging on for the first time,
the system generates the suggestions from the history of other users belonging to the same group
and role.
2 Like or dislike commands suggested in the panel to prioritize the use of one command another.
The availability of these options can be configured using a preference.

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3 View the location of the suggested command.

The availability of this option can be configured using a preference.
4 Choose options from the drop-down list to change the data displayed in the Assistant panel.

My Recent – View your recently created or modified data.

You can view up to 20 objects. The number of objects you want to display can be configured
using preferences.

Team Recent- View the data created or modified by users in the same group and project.

You can view up to 20 objects. The number of objects you want to display can be configured
using preferences.

The types of objects you want to display can be configured using preferences.

Favorites – View your favorites.

Clipboard – View the clipboard data.

The Tutor Mode is available when users log on using a specific user profile that is set up for training the
Assistant and when they pin the Assistant panel. Use this mode to train the Assistant to complete tasks
in a preferred way.

The availability of the Tutor Mode can be configured using a preference.

Active Workspace Fundamentals, Teamcenter 2406 2-59

Modifying your home page

Resize a tile

You can customize the Home page in various ways to optimize your working experience. One
customization is resizing the tiles.

1. Right-click the tile you want to resize, or left-click and hold the tile until you see an arrow button in
the lower-right corner of the tile.

On a touch device, tap and hold a tile to enter edit mode.

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2. Click the arrow button in the lower-right corner of the tile.

Depending on the current size of the tile, the tile either shrinks to a smaller size or grows to a large
one.

Some tiles, like the Inbox, display different information depending on the tile size.

3. To save your changes, click in a blank area on the home page.

Arrange tiles on the home page

Tiles are arranged in groups on the home page. You can rearrange the tiles within a group, move tiles
between existing groups or move a tile to create a new group.

Move a tile within its group

1. Hover over the tile you want to move.

2. Click and hold down the left mouse button, or press and hold a tile on touch devices to select the
tile for moving.

3. Drag the tile to a different position in the group, until you see the outline indicating the new tile
position.

4. Drop the tile in the new position.

Move a tile to an existing group

1. Hover over the tile you want to move.

2. Click and hold down the left mouse button, or press and hold a tile on touch devices to select the
tile for moving.

3. Drag the tile to a different group and position it near an existing tile, until you see the outline
indicating the new tile position.

Active Workspace Fundamentals, Teamcenter 2406 2-61

4. Drop the tile in the new position.

Move a tile and create a new group

1. Hover over the tile you want to move.

2. Click and hold down the left mouse button, or press and hold a tile on touch devices to select the
tile for moving.

3. Drag the tile to an area between existing groups until you see the vertical bar indicating the new
group position.

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4. Drop the tile.

The tile appears in the new group.

Pin an object to the home page

You can pin objects to your home page to more easily access them when needed.

1. Select the object you want to add to your home page. You can add the object from locations such
as your Home folder, favorites, or search results.

2. On the primary toolbar, click Manage > Pin to Home .

The object is pinned to your home page. Object data, such as the ID, revision, and description
display above the pinned object.

Note:
If the text for the pinned object is long, some of it will not display above the object. You can
hover over it to see all of the text.

Unpin a tile from the home page

You can pin objects to your home page to easily access them when needed. You can unpin pinned
objects later on if you wish.

1. Right-click a tile, or left-click and hold a tile until you see additional controls on the corners of the
tile.

Active Workspace Fundamentals, Teamcenter 2406 2-63

On a touch device, tap and hold a tile to enter edit mode.

2. Click unpin in the upper right corner of the tile.

Note:
If you do not see unpin in the upper right corner of the tile, an administrator has protected
the tile to prevent it being unpinned.

To unpin an object from the home page while you are on a different page, select the pinned object and
click More Commands > Manage > Unpin from Home .

Note:
Administrators can repin default tiles.

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© 2024 Siemens
3. Finding data using Active Workspace
Searching for data
Throughout a product's life cycle, you need to keep track of multiple drawings, attachments, and item
revisions. There is no need to remember folders or directories where this data is located because you
can use several search and filter options to locate any data stored in Teamcenter.
In addition to locating all possible results, you can refine your search, save and pin your search, and
export your results. During your project, you may want to see all matches that contain the name of the
project you are working on. Or you may want to search the database for parts with a similar shape or
size.

Return matches to a text search

Place your cursor into the Search box located in the top right corner in the application window.

• Begin entering your search term in the search box.

Suggestions and Recent Searches are displayed according to what you type. Recent searches are
saved during your current session unless you choose Clear.

Index term stemming is applied to all indexed fields. For example, a search for shielding tile also
returns objects with the string shield tile in any indexed field.

• Click Saved Search to access your list of saved searches.

• Click Advanced Search to return matches using advanced search templates.

All search results appear in the Results tab.

Active Workspace Fundamentals, Teamcenter 2406 3-1

To refine your search:

• Narrow the scope of your search with a prefilter.

Prefilter lists are configured by your administrator. For example, you might see Any Owner and Any
Category lists.

• Refine your search criteria using operators, keywords, and other techniques.

• Ignore common words in your search criteria.

Work with your search results:

• Choose a view for your results.

• Filter your results.

Apply filters from a list of categories and properties. You can remove filters using the breadcrumb in
the header area.

• Display results by category in a chart.

• Apply highlights for matching search terms or use filter colors.

• Save and pin your search criteria, including your filters and chart view, to use or refine later.

You can pin the search and access it from your home page. You can also access your saved search
from the Saved page in the Search header and share it with others.

• Export your search results to Microsoft Excel or Microsoft Word.

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You can also personalize your search settings to change the behavior of the Filters panel and how
results are displayed.

Return matches using advanced search

Your tasks may require you to search often and always against the same fields. For example, each week
you may want to ensure that approved parts were not changed. You search for all objects in various
projects that were modified the previous week with a Release Status of Approved.

Instead of typing your search criteria for multiple fields into the search box, you have the option of using
predefined queries that provide you with just the fields you want to search against. For this example,
select a query, enter your search criteria into the fields for Name, Description, Created After, Created
Before, and Release Status.

Several predefined queries are provided for your use. Additional queries can be configured by your
administrator.

You can refine your advanced search using wildcard characters, delimiters, and cascading lists of
values.

You can choose a search from Preferred Searches in the Advanced Search panel. Preferred searches
are displayed first. You can add or remove a query by selecting it and clicking Preferred.

Find summarized answers of complex information using Teamcenter AI Chat

You may need to quickly access safety, compliance, regulation, and more information while working in
Active Workspace. With Teamcenter Artificial Intelligence (AI) Chat, you can ask questions in a panel
and receive summarized answers with source materials. Teamcenter AI Chat is enabled and configured
by your administrator.

Return matches with a similar shape and size

When building an assembly, you might want to search for existing components that match a similar
shape or size. If the object is indexed for Shape Search, your search results can also display these similar
objects.

Shape Search is enabled and configured by your administrator.

Organize your searches

You will likely use a combination of text searches and template searches to find the data you need. To
organize, save, and share these searches in one place, use active folders.

Refining your search

You can refine your searches with operators, keywords, and other techniques to narrow your results.

Active Workspace Fundamentals, Teamcenter 2406 3-3

• Return matches with patterns using a wildcard

• Particularize matches using special characters

• Expand searches with Boolean operators

• Specify property searches

• Specify date searches

• Apply keywords to search criteria

• Ignore common words in searches

Return matches with patterns using a wildcard

You can use the * wildcard to return all results matching the initial search term.

By default, the search adds an implied wildcard asterisk (*) character to the end of each search term.
Entering HDD 0500 automatically performs a search for HDD* 0500*. This search returns all results
starting with HDD and 0500, such as HDD 050002 or HDDA 050055.

You can use the * wildcard to search for characters in individual search terms. Using * does not support
search phrases as it does not apply to spaces between terms. For example, fue*conomy does not find
fuel economy, but fue* *conomy does.

You can use the * wildcard with NOW for date searches. For example, "last modified date":[* TO
NOW] returns everything until the present day. NOW must be all uppercase.

Siemens Digital Industries Software recommends that the wildcard (*) be used cautiously for non-
indexed structure search because it might adversely impact search performance.

Particularize matches using special characters

You can return exact matches using quotation marks (" "). Without quotation marks, index term
stemming is applied to all indexed fields and the search returns matches with the string from the stem
word in any indexed fields.

For example, a search for "Shielding Tile" returns objects with the string shielding tile in any indexed
fields. A search for shielding tile also returns objects with the string shield tile in any indexed fields.

You can specify the matches returned by using the following special characters. Be sure to enclose your
search criteria in quotation marks (" ").

(){}[]-:

3-4 Active Workspace Fundamentals, Teamcenter 2406

Numerical value range searches can be inclusive [ ], exclusive { }, or mixed ([ } or { ]), using syntax
similar to other property or date searches.

Expand searches with Boolean operators

You can use Boolean operators to expand searches by including associated terms or prohibiting specific
terms.

The default Boolean operator applied for all keywords in a search term is set by your administrator.

Search for two terms

AND bolt AND nut returns objects with the words bolt and nut in any indexed fields.

Prohibit a term from the search

NOT bolt NOT nut (or bolt –nut) returns objects that contain bolt but do not contain nut in
any of their indexed fields.

Search for terms with multiple associations

AND (OR) "Part revision" AND (Dan OR Sally) returns objects that are a part revision or contain
a part revision associated with users named Dan or Sally.
(AND) OR (chrome AND matte) OR aluminum returns objects that either contain both chrome
and matte together or aluminum.
AND AND "Dan Designer" AND "Engineering Group" AND (motor OR "main axle") returns
(OR) objects that contain both Dan Designer and Engineering Group in addition to motor
or main axle.

Specify property searches

You can search for indexed properties of objects. You can specify property searches using the special
characters listed in this topic.

Colon (:) owner:john

Search on indexed property values using the property display name. Display names
must be separated from search values by the colon (:) character.
Quotation "Group ID":engineering
marks and
colons (“”:) Use quotation marks for display names with spaces and property values with spaces.

Active Workspace Fundamentals, Teamcenter 2406 3-5

Quotation If the property is:

marks for
property Name: (test)
values with
parentheses. Then enter the search criteria:

Name: "(test)"
Numerical ID:[000001 TO 000050]
value range
Search for a range of numerical property values using TO and [ ].

ID: [000001 TO 000050] OR ID:[000075 TO 000100]

You can combine date range with other search tools for more precision, for example,
AND, OR, and “ ”.

Numerical value range searches can be inclusive [ ], exclusive { }, or mixed ([ } or { ]),

using syntax similar to other property-specific searches.
Combine "group id":engineering motor itemrevision
property and
term This search finds objects that have engineering as the group ID property and that have
searches the words motor and itemrevision in any indexed fields.
Name-value Your organization can create name-value properties to display name-value pairs in a
property tabular format. These name-value pairs represent characteristics not defined in the
search persistent properties for a business object.

Consider that your company has created a MyNameValueProperty name-value

property. A search for MyNameValueProperty.name:a5_part_id returns everything
with a MyNameValueProperty name-value property having a a5_part_id name.

MyNameValueProperty.name:a5_part_id AND
MyNameValueProperty.value:000075 returns everything with the
MyNameValueProperty name-value property having a a5_part_id name with a value
of 000075.

When you search for the value of the name-value property, you must use the AND
operator or separate the name expression and the value expression with a space. While
you can search for the name portion of a name-value property by itself, you cannot
search for the value portion by itself.

You cannot use the OR operator with the value portion. The
AWS_Default_Query_Operator preference is not honored by name-value search, and
the default operator is always AND.

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The provided name and value expressions must be in pairs and in order. That is, each
value expression must be preceded by its corresponding name expression. A name
expression cannot be supplied after its value expression.

Valid: MyNameValueProperty.name:a5_part_id AND

MyNameValueProperty.value:000075

Invalid: MyNameValueProperty.value:000075 AND

MyNameValueProperty.name:a5_part_id

All other search operators apply. For example, you can search for display names using
" " and numerical ranges using [ TO ], and perform wildcard searches with * (the
asterisk).

Specify date searches

You can specify date searches using the following special characters.

Search date Date searches are property specific, and the search format is year, month, and day, as in
range 2015-08-24.

Date range searches can be inclusive [ ], exclusive { }, or mixed ([ } or { ]}, using syntax
similar to other property-specific searches.

Date searches can use the asterisk (*) wildcard or the NOW keyword, which represents
the current date and time in minutes and seconds and can include other properties.

Inclusive date search: "last modified date":[2015-08-24 TO 2015-08-26] returns

everything from August 24 to August 26, including August 24 and August 26.

Exclusive date search: "last modified date":{2015-08-24 TO 2015-08-26} returns

everything from August 25, excluding August 24 and August 26.

Mixed date search: "last modified date":{2015-08-24 TO 2015-08-26], returns

everything from August 25 to August 26, excluding August 24 and including August
26.
Date search "last modified date":[* TO NOW] returns everything until the present day (NOW must
with be all uppercase).
wildcard (*)
and NOW
Mixed date "last modified date":{2015-08-25 TO NOW] "date released":{2015-08-25 TO NOW]
searches name:screw
with NOW
"last modified date":{2015-08-25 TO NOW] bolt

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Date search You can include the time with the date value, in the format year-month-day-hours-
with time minutes-seconds:

"YYYY/mm/ddTHH:MM:SS"

Be sure to enclose the date and time value within quotation marks, for example,
"2012-12-11T23:59:59”

The date and time format is supported by simple search, name-value property search,
and table property search.

Apply keywords to search criteria

You can apply supported keywords to your search criteria to return specific results.

Search Owner:$ME returns results for all objects owned by the logged-on user.
objects
owned or "Last Modifying User":$ME returns results for all object modified by the logged-on
last modified user.
by the
logged-in
user
Search "Group ID":$MY_GROUP returns results for objects with your group in the group ID
objects for property.
your group
or your "Projects":$MY_PROJECT returns results for objects with your project ID.
project
Search a "Creation Date":$TODAY returns results for all objects created today.
time frame
based on "Date Modified":$YESTERDAY returns results for all objects modified yesterday.
days
ItemRevision AND "Date Modified":$LAST_7_DAYS returns results for all item revision
objects modified in the last seven days.

You can use any numerical value.

Search a "Date Modified":$THIS_WEEK returns results for all objects modified in the current
time frame week.
based on
weeks ItemRevision AND "Creation Date":$LAST_WEEK returns results for all item revision
objects created in the last week.

The week keyword does not support a numerical value.

Search a "Creation Date":$THIS_MONTH returns results for all objects created in the current
time frame month.

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based on Owner:$ME AND "Date Modified":$LAST_MONTH returns results for all objects
months owned by the logged-on user and modified in the last 30 or 31 days, depending on
the month.

"Last Modifying User":$ME AND "Date Modified":$LAST_3_MONTHS returns results

for all objects last modified by the logged-in user and modified in the last three months.

You can use any numerical value.

Search a "Creation Date":$THIS_YEAR returns results for all objects created in the current year.
time frame
based on ChangeRequestRevision AND "Creation Date":$LAST_YEAR returns results for all
years change request revision objects created in the last year.

The year keyword does not support a numerical value.

Ignore common words in searches

If your search phrase contains a common word, such as the, and, for, or a, it may be ignored in your
search criteria. Your administrator can configure which words are interpreted as common words.

If common words occur in a search phrase inside quotation marks, you may not find an exact match.
Using quotation marks around your search phrase has the following effects:

• If a common word occurs between keywords in a search phrase enclosed in quotation marks, it is
replaced by a wild card in the query.

For example, if you search for "Parts and sprockets", search checks if a single property contains both
Parts and sprockets. Your search results might include Parts sprockets and Parts large sprockets.

If you search for Parts and sprockets without quotation marks, search checks if multiple properties
match Parts or sprockets and returns the object only if it matches both. Your search results might
include an object containing a property, Parts and sprockets. Or, your search results can include an
object containing the property Parts and another property, sprockets.

• If a common word occurs at the beginning or end of a search phrase inside quotation marks, it is
ignored.

For example, if you search for "The parts and sprockets for", The and for are ignored.

Return matches using advanced search

Advanced search provides predefined queries that help you search quickly by displaying only the fields
you need. Use an advanced search query if you often search against the same set of fields.

Active Workspace Fundamentals, Teamcenter 2406 3-9

For example, maybe you often search for item revisions with different item IDs, created after a certain
date, and with a specific Release Status. You can use the Item Revision template and enter your
search criteria into the Item ID, Created After, and Release Status fields.

To access all available advanced search templates, click Advanced Search from the Search box or from
the ADVANCED SEARCH tile to open Advanced Search. The most recently used search template is
displayed.

To use advanced search:

• Choose from a list of predefined queries that are configured for your site. Several predefined queries
are provided for your use. Additional queries can be configured by your administrator. Queries have
additional criteria that may be filled out to narrow the results.

• Prioritize your frequently used advanced search queries by assigning them as Preferred.

• Refine your advanced search using wildcard characters, delimiters, and cascading lists of values.

• Press Alt +Enter to add a line to a search criteria field. Press Enter to run the search.

When viewing your results you can:

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• Choose a view for your search results.

• Export your search results to Microsoft Excel or Microsoft Word.

• Save your search criteria to use later.

Access saved searches from your home page or from the Saved page of the Search header.

Refining your advanced search

You can refine your advanced search to obtain the most accurate results.

• Replace unknown characters with wildcards in an advanced search

• Return matches for multiple criteria using delimiters with advanced search

• Narrow your advanced search with cascading lists of values

Replace unknown characters with wildcards in an advanced search

Advanced searches are predefined queries. The more criteria you enter, the more specific your search
results become. Advanced searches are not case sensitive.

You can use wildcard characters, the asterisk (*) and the question mark (?), to match single or multiple
characters in specific positions of a search string.

Asterisk * The asterisk searches for the root of a word followed by one or more characters.
Question The question mark searches for the root of a word with the question mark as a
mark ? substitute for another character. For example, a search for Anders?n might return
anderson, Andersen, and andersin.

You can apply the $NULL keyword to a particular search criteria field to return matches with no value for
that attribute.

Return matches for multiple criteria using delimiters with advanced search

You can search for multiple pieces of information at the same time by using delimiters. Certain
delimiters are enabled by default in the AWC_WSOM_find_list_separator preference. You can override
this preference to add or remove available delimiters.

To use an enabled delimiter character, insert it between multiple search criteria. For example, a search
for HDD-0548;HDD-0544 using the SEMICOLON delimiter displays results for both criteria in the same
search results table.

Active Workspace Fundamentals, Teamcenter 2406 3-11

Caution:
Enabling delimiter characters also results in delimiting the existing search data in the system. If
a delimiter is enabled in the AWC_WSOM_find_list_separator preference and the same delimiter
character exists in the search data, your search results might be skewed.
For example, you want to search for parts owned by a group of three users. You decide to enable
the COMMA delimiter in the preference so that you can enter multiple names into the search
criteria such as Jones,Steve,Miller,John,Smith,Mary. However, commas are used widely in your
company's owning_user.user_name data because employee names are stored in the database in
the format "Miller, John." When you enable the COMMA delimiter, Advanced search treats "Miller,
John" as two separate pieces of data: "Miller" and "John." Therefore, your query does not return the
expected results.
Consider if you enable both the COMMA delimiter and the SEMICOLON delimiter. Advanced
search still treats "Miller, John" as two separate pieces of data even if a semicolon is used as
the search criteria delimiter in Jones,Steve;Miller,John;Smith,Mary. This is because the COMMA
delimiter is also enabled.

Narrow your advanced search with cascading lists of values

You can narrow the results of your advanced search by selecting a specific value for the property.

If a property has a cascading list of values (LOVs), you must expand all parent values and select a child
value. For example, to search for the component C1, expand P1 and F1 and select C1.

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Finding summarized answers of complex information using

Teamcenter AI Chat
While working in Active Workspace, you may need to quickly access your Teamcenter information,
including safety, compliance, regulation, or other information. If configured by your administrator,
Teamcenter Artificial Intelligence (AI) Chat allows you to ask questions and provides summarized
answers with source materials. These answers are provided from file contents and requirements that
are both indexed and embedded and to which you have access.
You can access Teamcenter AI Chat in a panel at any time using the Chat in the global header.
In the Chat panel, use Knowledge Source to select one or more knowledge sources that apply to
your search.
Use natural language to type your question and click Submit or press Enter to run the search.
Teamcenter AI Chat searches your knowledge source and provides a summarized answer to your
question and the relevant source materials.
You can Copy the summarized answer for future use.
You can click on the applicable link to open the source material in Active Workspace.

Return matches with similar shape and size

If shape search is configured, you can activate it prior to performing a search by clicking the SHAPE
SEARCH tile. To activate it after a search, select Shape in the header area. In the Shape Search panel,
select a shape indexed for shape search and click Search Similar.
If you perform a shape search on a specific magnet within a computer disk drive, all parts similar in
shape to the magnet are displayed. In the Filters panel, you can choose to apply similarity and size
filters to your shape search results.

Active Workspace Fundamentals, Teamcenter 2406 3-13

• The Shape Similarity slider specifies the level of similarity for matching results. Moving from identical
to similar broadens the search and retrieves more results.

• The Size slider specifies the minimum and maximum size for matching results. Size is a percentage of
the referenced object and not a specific dimension.

Work with search results

When you enter a search term in the Search box in the global header, the indexing engine finds objects
relevant to your input and returns a listing of these objects. This listing is called Search Results. This
topic explains how you can view and work with the search results.

Result views

• View your results in a list, a table, or by images.

• In table view, you can:

• Modify how to display tables,

• Organize your view using the arrange panel.

• Sort any column by ascending or descending values. Click on the column header and select Sort
Ascending or Sort Descending.

Sorting on columns for non-indexable properties may be limited based on the threshold of results
configured by your administrator.

Column sorting is not supported for all columns in advanced search.

• Filter any column in table view. Click the column header to view the filtering options.

Columns for non-indexable properties do not support facet filtering. Filtering on columns for
non-indexable properties may be limited based on the threshold of results configured by your
administrator.

Column filtering is not supported for advanced search.

• Switching between views preserves the sort order and selected items in your results. If you enter a
new search, the sort order returns to the default order.

• In list view, snippets may show the location of search terms within file content for returned items. The
snippet is displayed as a phrase under the object. Snippets provide assistance in determining where
the search term is matched, especially if the displayed object name or description has no match.
Snippet availability is configured by your administrator.

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Toolbars

From the search results panel toolbar, you can perform a variety of actions.

• For all search types, you can click to save your search to reuse later.

• For searches using the search box :

• Click Filters to apply property values to refine the results.

• Click to choose:

■ Highlighting to highlight the search term in the results. Highlights are available for keywords
and property values.

■ Color Filtering to associate colors with the most common filter values. Some search results
objects also display the corresponding filter value color in the results list.

• Click Search Settings to configure your personal search preferences.

Tip:
Depending on your display resolution and panel sizing, some command icons may be hidden. Click
More commands on any toolbar to reveal hidden commands.
Explore the primary toolbar to display commands that perform actions or open associated task
panels.

Column sorting and filtering

You can sort any column in table view by ascending or descending values. Click on the column header
and select Sort Ascending or Sort Descending.

You can filter any column in table view. Click the column header to view the filtering options.

Columns for non-indexable properties do not support facet filtering.

Column filtering is not available for advanced search.

Filter search results

On the search Results page, you can apply available filters to narrow your search results using the
Filters panel.
Display or close the Filters panel by clicking Filters . Selected filters are also displayed in the search
breadcrumb.

Active Workspace Fundamentals, Teamcenter 2406 3-15

Filter behavior is initially configured by your administrator, but you can change a few filter panel
settings yourself.

Tips for using filters

• Search results are refreshed automatically when a filter is selected. To change this behavior, you can
display the feature on the Filters panel by clicking Search Settings and selecting Show Auto-update
Filters Option.

• If Auto-update Filters is selected on the Filters panel, search results continue to refresh
automatically when a filter is selected.

• If Auto-update Filters is not selected on the Filters panel, multiple search filters may be selected.
You can hold Shift and select the first and last options to select multiple filters in a row. Click Filter
to refresh the search results.

• You can search the list of properties by entering text in Filter By Property. You can also search the list
of property values using the search box for the filter.

• If you run the search again, filters and in-content search terms are cleared. If you save your search, the
selected filter values are preserved.

• The More and Less commands may be displayed at the end of a property list. You can expand or
reduce the length of the list.

• If Color Filtering is selected, colors are associated with objects in the results that match the most
common filter values.

Some objects may not display the corresponding filter value color. Typically, this happens when the
properties are not defined in the data model template.

• The bar chart appears in all results views when no search result item is selected.

Apply a filter to the results from the Chart by list, which displays the results by property value, or from
the Filters panel. The chart and the search results lists display the same color code for a selected filter
property.

The filter selections persist for the chart throughout the session unless you change them. You can
reset the default behavior by logging off and logging on again.

• If you run a saved search, you can filter the Updated Results to the objects that are New, Modified,
or Unchanged since the last time you ran the search.

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Filtering by dates and ranges

Filtering When a property displays date boxes, you can enter the start and end dates. Dates take
dates the form DD-MMM-YYYY, for example, 29-Aug-2016. An empty value means the date
range is open.

When the filter displays the dates, they are grouped as follows:

If there is: The date filters are

grouped in:

More than one year of One-year increments

data

Between one month One-month increments

and one year of data

Between one week and One-week increments

one month of data

One week of data One-day increments

When you click on a date range, the date filters change to the next filter grouping.

Your administrator specifies which day of the week is the first day.
Filtering When a property displays numeric range boxes, you can enter start and end numeric
numeric range values.
ranges
Numeric values take the form From- To, for example, .1- 1.5. An empty value means
the numeric range is open.

Filtering Multi-Site search results

If Multi-Site Collaboration is enabled at your site, you can filter Object Directory Services (ODS) published
record objects from multiple locations. At Multi-Site locations, the Filters panel displays the Search Site
property, where you can filter the search results to either Local or Remote. The Search Site is also
displayed in the search breadcrumbs.

• Local displays the results that are indexed at the local site, which includes objects that were indexed
from remote sites.

If there are no published records available, then only local results are displayed.

• Remote displays the results that are indexed only from remote sites. Choosing Remote lets you
choose results specific to the sites listed in the associated Remote Sites filter.

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Personalize your search settings

You can configure your personal search preferences. In the results panel, click Search Settings to
view the configurable areas.

FILTERS section

Configures the Filters panel behavior.

Hide filters with only Unassigned values

Hides filters with values that are not assigned to any of the results. Clear the check box to display
filters that have no assigned values in the search results.

Limiting expanded filters takes precedence over hiding unassigned filters. When you hide
unassigned values and also specify a list of filters for Limit filters to expand, you may see
unassigned values for filters in the Filters to Expand list.
Sort filter values
By count sorts the filter value list by total occurrences.

Alphabetically sorts the filter value list in alphabetical order.

Show Auto-update Filters Option
Displays the Auto-update Filters Option on the Filters panel.

If Auto-update Filters is selected on the Filters panel, search results continue to refresh
automatically when a filter is selected.

If Auto-update Filters is not selected on the Filters panel, multiple search filters may be selected.
Click Filter to refresh the search results.
Open Filter Panel automatically with Search
Opens the Filter panel automatically with search results.
Show the more project data folder
Organizes all data that is assigned to a project but not applicable to the available object type folders
into a More project data folder in the project folder.
Filter Wildcard
Choose a wildcard (*) method to apply when searching property values.

Both leading and trailing wild cards applies the wildcard characters to the beginning and end
of your search term.

No wild card searches only for exact matches to your search term.

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Trailing wild card applies the wildcard to the end of your search term.

Leading wild card applies the wildcard to the beginning of your search term.
Display filters as
You can specify whether filters display as a list or in groups. The list of available filters and initial
settings are configured by your administrator.

List displays all available filters in a list.

Group organizes filters inside predetermined groups. Groups of filters are configured by your
administrator.
Expand
When filters are selected to display as a List, you can specify which filters are expanded. When filters
are selected to display as a Group, you can specify which groups are expanded.

Selected Filters allows you to select specific filters from the available list to be expanded. By
default, the Category and Type filters are always expanded.

All Filters expands all filters in the list.

Selected Groups allows you to select specific groups to be expanded from the available list.

All Groups expands all groups in the list.

Update Filter Values
On "Enter" Key Press runs the filter search after you enter text and press Enter.

As you type displays matching filter values as you enter text.

RESULTS section

Configures search results behavior.

Include results from files

Includes results found in the file content of returned items.

Clear the check box to display only matches found in the item name.
Show text snippet with results
Displays a snippet of the text matched from the file content.

This option is only available if Include results from files is selected.

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Tip:
Use Highlighting on the results panel toolbar to display or hide highlighting on matches in
the results list.

In summary view
Show summary of first result displays information about the first returned result in the right pane.

Show chart of results displays the values for the chart filter category in the right pane.

Work with breadcrumbs

Breadcrumbs display information about results for all search types in the page header area.
Breadcrumbs provide a quick view of all selected filters or applied criteria for your search results.

Work with search breadcrumbs

The search Results page displays the filters that are applied to search results. Related filter values are
grouped together in the breadcrumb, regardless of the order in which you choose them. Search criteria
entered in Find in this content appear in the breadcrumb.

When several filters are selected, you can click More at the end of the breadcrumb to display additional
selected filters.

The lock icon appears in the breadcrumb if there are unreadable results. Hover over the icon to view the
number of unreadable results.

Click next to a filter to remove it.

Click Clear at the end of the breadcrumb to remove all filters.

Work with advanced search breadcrumbs

The advanced search results page displays the criteria that are applied to advanced search results.

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Hover over the breadcrumb to display all criteria applied to the advanced search results.

Note:
The applied criteria cannot be edited in the breadcrumb.

Saving searches
All your searches, including advanced searches, can be saved and appear on the Saved search page
available from the header. From the results toolbar, click Save Search .

Saving your searches has many benefits:

• Save all your search criteria to use later.

• Share saved searches with other users.

• Pin saved searches to your home page for quick access.

• Update saved searches when your criteria changes.

• From Advanced search, you can choose from a list of preferred searches that you tag as frequently
used.

Tip:
Even if a search is not saved, you can choose a search from the Recent Searches list. These are
saved by the system during your current session.

Save a search

You can save a keyword search or an advanced search to access the search at another time.

Procedure

1. Once you have run a search, click Save Search .

2. In the Save Search panel, enter a Name for the search.

3. (Optional) Select Allow others to view if you want to allow other users to view your search.

4. (Optional) Select Pin to Home to pin the search to Home as a tile.

5. Click Save.

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Retrieving a saved search

You can access a saved search multiple ways:

• Click the SAVED SEARCHES tile on the home page to open the Saved search list.

• Click the Saved page on the Search header to open the Saved search list.

You can refine the list using Filters .

Select a search from the list to display its information.

• Overview displays key information about the selected search, including its search criteria and owner.

Click on the values in Criteria, Filters, or Chart By to access Rules.

The results are displayed in the CONTENTS section.

In the CONTENTS section, you can Export to Excel .

• Rules displays the current search criteria and the returned results. You can set or update the search
criteria rules if you have permission.

Run a search by clicking Open .

When you run a Keyword Search, the Filters panel includes an Updated Results filter. You can choose
objects that are New, Modified, or Unchanged since the last time you ran the search.

Work with your saved search

Once you have saved your search, you can modify it in several ways. You cannot modify saved searches
that were not saved by you.

Edit your saved search

1. Select the saved search and click More commands > Edit > Summary .

2. Make your updates and click Save .

Pin or unpin your saved search

To pin your saved search to a tile, select the saved search and click More commands > View > Pin
Search .

Unpin your saved search in one of the following ways:

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• Select the saved search and click More commands > View > Unpin Search .

• From the home page, right-click the search tile to display controls on the corners. Click Unpin .

Delete your saved search

To delete a saved search that you created, select the saved search and click More commands >
Edit > Delete.

Export search results

From the Table view of your search results, you can export rows to Microsoft Excel or Microsoft Word.

Activate Selection Mode on the results panel toolbar. You can also Select All or Clear Selections
using .

1. When your items are selected, choose More commands > Import/Export > Export .

2. In the Export panel, choose how to export your search results.

As Shown Exports the results to Microsoft Excel. The displayed columns and sort order are
applied to the output.

All Results exports the entire list up to the maximum number configured for your
site, regardless of what is selected. Choosing all results may include results not yet
displayed.

Selected Results exports selected rows.

Template Exports the results to Microsoft Excel or Microsoft Word, and your selected view
and template are applied to the output.

All Results exports the entire list up to the maximum number configured for your
site, regardless of what is selected. Choosing all results may include results not yet
displayed.

Selected Results exports selected rows.

Both Excel and Word export the selected results using a specified view and
template.

3. Click Export and provide a location to save the file.

Active Workspace Fundamentals, Teamcenter 2406 3-23

Organize searches with active folders

View active folders

Active folders save predefined search criteria and return the latest available matching results. You can
create search criteria for active folders that generate results automatically. Then you can navigate,
organize, and share these active folders.

You can create a hierarchy of related active folders to group similar searches together. A new active
folder adopts the criteria of its parent by default. You can create a parent active folder with common
search criteria and then refine this criteria for a set of child active folders.

Find your active folders

Open Explorer from the global navigation or from the EXPLORER tile on the home page. By default,
Active Folders contains the Recently Modified active folder with sample searches in nested folders:

By Me Returns your recently modified data. The criteria and the results are displayed in the
Overview.
By My Group Returns your group's recently modified data. The criteria and the results are displayed in
the Overview.

If you are listed as the Owner of the folder, you can update the Name and Description of the active
folder by clicking Edit .

Review and customize your active folders

When you select an active folder, the work area displays information about a selected folder.

Overview Displays key information about the selected active folder, including its search criteria
and owner. The results are displayed in CONTENTS.

In CONTENTS, you can Export To Excel .

Rules Displays the current search criteria and the returned results for the folder. You can set
or update the search criteria rules if you have permission.
Shared With Set or update with whom you want to share an active folder, if you have permission.
You can filter the list, select multiple entries to add to the list, or remove entries from
the list.

Create an active folder

You can create an active folder several ways. The active folder is created as a child of your current folder
selection. By default, the active folder inherits the search criteria of its parent and the parent folder no

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longer retains this search criteria. You can then further refine the active folder's search criteria and add
other child folders.

Add an active folder

1. In Explorer, select an active folder.

2. Click Add Active Folder .

3. Enter a name for the active folder in the Name field.

4. Optionally, you can enter a description for the active folder in the Description field.

5. Click Add.

If the new folder is a child, it inherits the parent folder settings.

Create an active folder template

1. In Explorer, select an existing active folder.

2. Click More commands > Import/Export > Export Active Folder as Template .

This action creates an XML file containing the folder's hierarchy, rules, and sharing information.

Import an active folder

1. In Explorer, select an existing active folder.

2. Click More commands > Import/Export > Import Active Folder .

3. Select an active folder XML file with a folder definition, including hierarchy, rules, and sharing
information.

4. Click Import.

You can also import an active folder that is not shared with you. If you run the search, user
permissions are applied to the results and may not return what you expect.

If you import an active folder more than once but to a different location, the new folder is a copy of
the previously imported folder. They are synchronized in the background, and changes made to one
folder are made to the other.

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Update the rules of an active folder

When a new active folder is created, it inherits the search rules from the parent folder. In the Rules tab,
refine the rule using the work area toolbar for an active folder. A change affects only the selected active
folder. The action has no effect on any other folder in the hierarchy.

Procedure

1. Click Edit to refine an existing rule or replace it.

2. Select Keyword, Advanced, or Saved search.

3. Enter any applicable search criteria.

4. Click Search .

5. Click Save to save your changes.

Share an active folder

If you have permission, you can share an active folder. You may share both Organization and Projects
choices for a single active folder. Sharing permissions determine whether someone can make a change
to a shared active folder. The owner is always displayed for a shared folder. If the owner is a group, you
must be a member of the group to make a change.

Procedure

1. Click Shared With and choose Organization or Projects.

2. Enter a search term and click Search to see a list of matches.

If you choose a category, nested children are included.

3. Click Add and Remove to edit the items in the SHARED WITH list.

Your selections are saved automatically.

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© 2024 Siemens
4. Searching for classified data
What is classification
Classification hierarchies, classes, and attributes are organized into class definitions so that users can
quickly find objects for reuse.

New product development and product improvement commonly involve the reuse of existing elements.
This increases efficiency and savings. Digital libraries can contain massive quantities of objects that
are unrelated to each other except for how they are used or reused. Classifying these objects using
descriptive attributes that you can search ensures they can be easily found.

For example, your company decides on a set of standardized processes for manufacturing your new
product. When designers plan new processes, they can search the classes in the classification hierarchy
to find a fitting standardized process to use as a basis for the new one. The designers do not have to start
from scratch.

You can search for classified objects, or classify a new object into predefined classes, assigning values to
attributes that uniquely describe your object.

Exploring the classification user interface

The Active Workspace client Teamcenter provides a rich web-based graphical interface for working
with classified objects. The main components are the Class Navigator, the Classification tab, and the
Classify panel.

The classification location

The classification location is the starting point when searching for classified objects. The Class Navigator
helps you find the class you need.

Active Workspace Fundamentals, Teamcenter 2406 4-1

Class Navigator Navigate the classification hierarchy to find the desired

class and then optionally, use filters to narrow your
search.

Search results Select from a list of search results.

Alternatively, you can switch from tree viewing to navigating by image.

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Each node in the hierarchy is then represented by an image.

Active Workspace Fundamentals, Teamcenter 2406 4-3

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The Classification tab

The Classification tab provides a large area to view, edit, or delete classification data.

Using the full page display improves the process of working with classification data by also allowing
you to search and browse the classification hierarchy during a classify operation. For more space when
working with the classification properties, click Full Screen.

CLASSIFICATIONS Lists the classifications for a selected object.

IMAGES Displays any images associated with the classified object.

PROPERTY GROUPS Displays all property groups used to classify the object.
Navigate the property groups by expanding or selecting
each of them.

PROPERTIES Displays the classification properties of the selected object.

Tab-specific buttons Hide areas of the user interface to provide more viewing
space for other areas.

Property-specific buttons Edit property values.

Show or hide the display of empty properties. This

helps keep the focus on the properties containing a
value.

Active Workspace Fundamentals, Teamcenter 2406 4-5

Specify whether you enter metric or non-metric

values. The values are always stored in the base unit
of the class regardless of which unit system you use to
enter them.

Expand or collapse all the property groups.

The Classify panel

The Classify panel provides the option to classify without opening the Classification tab.

Understanding the classification of assemblies

When you classify an assembly, you are actually classifying the underlying classifiable object (for
example, the item revision). The underlying classifiable object of each line of an assembly is classified
independently.

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This means that each object in an assembly can belong to a different classification class (or none at
all). When you view an assembly, the Classification tab displays the classification properties of the
classifiable object that the selected element in the left panel points to. If no element is selected, the
classification details for the assembly's classifiable object are displayed.

Find a classified object by browsing the classification hierarchy

The classification hierarchy is displayed as a tree structure of nested classes that allows you to intuitively
navigate down the hierarchy in search of a classified object. Selecting any class provides you with filters
for all the attributes contained in the selected class. You can use these filters to narrow the search
results.

1. On the Home page, click the CLASSIFICATION tile.

The classification location is displayed. The classification hierarchy is displayed in the Class
Navigator panel.

2. Do one of the following:

• Navigate down the hierarchy and click arrows in the Class Navigator pane to open the hierarchy
or click the class to perform an automatic search in the class.

Active Workspace Fundamentals, Teamcenter 2406 4-7

• Click Class Navigator and select Images to navigate the hierarchy by class image. It is helpful
to make the Class Navigator pane wider when navigating by image to see as many images as
possible simultaneously.

3. Click Filters to narrow your search.

4. Open the desired result by clicking Open and click the Classification tab.

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Find an object by searching for a specific property value

You can find classification objects by searching for the value of a specific property. Filtering is available
to aid the search.

1. In the classification location, navigate to the desired class in the classification hierarchy.

2. Click Filters.

The properties of the selected class are displayed in the Filters pane.

Active Workspace Fundamentals, Teamcenter 2406 4-9

3. Do one of the following:

• Search for the desired filter by typing the name in the Filter by Property box.

• Select the desired value within any of the filters.

The objects that are in the selected class that contain the specified property values are displayed in the
search results.

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Tip:
The behavior of the filters depends on your search settings. Find these in the Advanced Search.

Find classification objects using the global search

The global search helps you find any object in the database.

Use the following syntax when searching for classified objects in the global search:

To Use this syntax Examples

Search on the classification class "Classification class name":desired-class- "Classification class name":drill
name name
"Classification class name":"spot drill"
Search on classification class ID "Classification class id":desired-class-ID "Classification class id":TA_MILL_10_20
Search on a classification property property-name:property-value-or- Company:siemens
keyword
"Resource Description 1":"angle base
plate"

"Step count":4
Search for a numeric range of a property-name:[start-range TO end- "Step count":[0 TO 5]
property range]

Note the following:

• If any part of the search syntax consists of more than one word, it must be enclosed in quotation
marks.

• The global search is not case sensitive.

• Classification class IDs are not visible to business users. However, many business users are familiar
with their hierarchies and know the class IDs. If so, then they can use the global search to search on a
class ID.

Search for classes using classification criteria

In the classification location, you can navigate through the class hierarchy manually.
If you already know the name or ID of the class in which you want to search, you can search using the
following syntax:

Active Workspace Fundamentals, Teamcenter 2406 4-11

Class name:

Class id:

Example:
Class name:Step drill

Do not enter a space between the colon character and the parameter you search for.

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Search for an object based on the properties of another object

(search similar)
Sometimes, you want to find an object with similar properties to one you know or to one you currently
have open. This is possible with the Search Similar command.

1. Open an object in the Classification tab.

2. Select Search Similar in the CLASSIFICATIONS pane.

You may have to allow the pop-up blocker permission to open the web page.

The Search Similar pane opens displaying the classification hierarchy of the object.

3. To search in the same class as the currently opened object, click Search. Alternatively, you can
widen your search by clicking any of the parent classes displayed in the hierarchy and then clicking
Search.

A new browser window is displayed containing the Filters pane with the facets of the chosen class.

4. Modify these filters to find the appropriate object.

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Include classification properties when you compare search results

When you select multiple search results, you can compare their properties in a table. Classification
properties are included in this table.

Note:
The comparison of classification properties is available only in the Results panel of the search.
Only classifiable objects are displayed in the comparison table.

Open the Arrange panel by clicking .

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Note:
When an object is classified in multiple classes, the most recent (by time) classification properties
are displayed in the Compare table. Older classification properties are not shown but can be seen
in the Selection summary view.

Active Workspace Fundamentals, Teamcenter 2406 4-15

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Introduction to objects and object types

Object is a generic term used to describe any part, design, document or other entity that may be stored
in your system.

As you work, you see the thumbnail images for different object types. For example:

Image Object type

Folder

Item Revision

Document

If you don't recognize an icon, you can open the object and see the Type in the PROPERTIES section.

Note:
To mark an object as a favorite, open the object and select Manage > Add To Favorites . This
places a link to the object in your Favorites folder, accessible from the EXPLORER tile on the Home
page.

How items and item revisions work with Favorites and the home page

You will see different behavior for Favorites and Pin to Home based on the current revision rule of the
user session and whether you add/pin an item or an item revision.

Favorites with items and item revisions

What you see when you favorite an item or item revision depends on three rules.

Active Workspace Fundamentals, Teamcenter 2406 5-1

If: Then:

1. You add an item to Favorites. Favorites will display the configured item revision.

2. You add a configured item revision to Favorites. Favorites will display the configured item revision.

3. You add a superseded item revision to Favorites will display the superseded item
Favorites. revision.

Let's look at a few examples to see how this works with the following scenario.

Item 026355

Item revision 026355 revision A (superseded revision)

Item revision 026355 revision B (superseded revision)

Item revision 026355 revision C (configured revision)

Revision rule = Latest Working

If you add this to Favorites. Then this is what you see in Favorites.

Example 1 Item- 026355 Item revision- 026355 revision C

(the configured revision)

Example 2 Item revision- 026355 revision C Item revision- 026355 revision C

(the configured revision) (the configured revision)

Example 3 Item revision- 026355 revision C Item revision- 026355 revision D

(the configured revision) and then make a (the new configured revision)
revision D.

Example 4 Item revision- 026355 revision A Item revision- 026355 revision A

(a superseded revision) (a superseded revision)

Example 5 Item revision- 026355 revision B Item revision- 026355 revision B

(a superseded revision) (a superseded revision)

Remove from Favorites

You open either the item or the configured item revision to remove the configured item revision from
Favorites.

You open the specific superseded item revision to remove it from Favorites.

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Pin to Home with items and item revisions

Pin to Home uses the same rules as Add to Favorites.

Let's look at a few examples to see how Pin to Home works with the following scenario.

Item 026355

Item revision 026355 revision A (superseded revision)

Item revision 026355 revision B (superseded revision)

Item revision 026355 revision C (configured revision)

Revision rule = Latest Working

If you pin to home Then this is what you see on the home
page.

Example 1 Item- 026355 Item revision- 026355 revision C

(the configured revision)

Example 2 Item revision- 026355 revision C Item revision- 026355 revision C

(the configured revision) (the configured revision)

Example 3 Item revision- 026355 revision C Item revision- 026355 revision D

(the configured revision) and then make a (the new configured revision)
revision D.

Example 4 Item revision- 026355 revision A Item revision- 026355 revision A

(a superseded revision) (a superseded revision)

Example 5 Item revision- 026355 revision B Item revision- 026355 revision B

(a superseded revision) (a superseded revision)

Superseded icon

Item revisions that have been superseded and are no longer the configured item revision are labeled
with a visual indicator. Hover on the visual indicator and you see information about the configured
revision.

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How dynamic item revisions work in folders, item relations, and paste actions

The system can be configured by your administrator to only show the most recent item revisions in
folders and tables, such as in the attachments for an object. If this is enabled, and you have your revision
display rule set to Latest, you only see the most recent item revisions, even if the revision you originally
pasted into a folder or related to an object has changed since you added it.

Note:
Revisions are displayed based on your revision display rule. Because of this, different revisions may
display for your selection based on which rule you choose.

Keep the following in mind about how revisions appear when dynamic revisions are enabled:

• If you relate a non-configured or out-of-date revision, then this revision is related and the displayed
revision does not change.

• If you relate a configured revision, then the item is related and the displayed revision automatically
changes to your currently selected configured revision.

Folders

Items in your folders that you or other users revise are automatically updated to the most recent
revision. This allows you to always see the most current revision of your items when browsing through
your folders.

For example, you create a new document in your home folder that is revision A. Later, you revise this
document and it is now revision B. The next time you browse your home folder, the new revision B
displays. You can then select the item and view previous revisions on the History tab if necessary.

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Note:
Automatic updating of item revisions in folders is on by default. Your can override the preference
value of AWC_display_configured_revs_for_pwa and set it to False to prevent the items from
automatically updating to the new revision. Any non-configured or out-of-date revisions pasted
into your folders with this preference set to false are displayed with a warning icon letting you
know the revision is not current.

Viewing a table

When you view a table, the display of items and item revisions depends on whether or not the table Is
controlled by revision rules defined by an administrator, and if revision rules are defined, which one you
select in your session settings.

• If an item is present in a table controlled by revision rules, the table displays the item revision selected
by the rules.

• If a specific item revision is present in a table controlled by revision rules, then that revision is always
displayed regardless of any revision rules.

• If a table is not controlled by revision rules, the table displays what is present, whether that is an item
or an item revision.

Note:
An administrator must configure how tables show revisions as described in Active Workspace
Customization: objectSet tables and revision rules.

Relating an item revision by copy and paste

When you paste a copied item revision into a table:

• If the target table is not controlled by revision rules, then the copied item revision is pasted.

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• If the target table is controlled by revision rules and the pasted item revision does not match the one
that the revision rule would have chosen, then the copied item revision is pasted.

• If the target table is controlled by revision rules and the pasted item revision does match the one
chosen by the rule, then the item itself is pasted.

Access your content quickly

Use Quick Access to quickly view objects you recently worked with, data saved to the clipboard, and
data tagged as favorites from any page.

Note:
This command is hidden by default in some Workspaces. Administrators may also hide it
elsewhere in the system configuration.

• Navigate to Quick Access from the global navigation and select Quick Access .

Tip:
Assuming the command is not hidden in the configuration, you may need to select More
Commands to reveal the command. This can depend on your screen resolution and how
many other commands are configured to appear in the navigation panel.

• Easily view the content by expanding and collapsing the three sections of data.

• Drag items from Quick Access to places like your home folder or to a product structure.

• Select items in the panel to work with.

Open a part, document, or other object

To view or otherwise work with a data object you need to open it. Once opened, you can view detailed
information such as properties, access attachments, and perform various operations.

1. Select a part, document, or other object you want to open.

2. Click Open on the selection tile.

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Note:
You can also make a selection and click Open > Open in New Window or Open in New
Tab from the primary toolbar.

Based on your browser settings, an attached file attached may open immediately, or you may be
prompted to download or save the file.

Note:
If an administrator has enabled the Data Share Manager, a dialog box may appear asking you
to install the Data Share Manager on your client to manage file uploads and downloads.

Create / Add a part, document, or other object

If you have the requisite user permissions you can create new data objects.

1. Open the folder in which you want to create a new object such as a part or document.

For example, open your Home folder.

2. Select More Commands > New > Add .

The Add panel opens.

3. (Optional) To keep the Add panel open so that you can continue to add objects without opening
the panel each time, click Pin Panel to pin the panel to your workspace.

You can click Unpin Panel to unpin the panel from your workspace.

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4. Select the type of object you want to create from the Type list. The most recently used types are
displayed at the top of the list.

You can also search for a type using the Search box.

The types that display are configured by the system administrator.

If you are creating a new attachment, you can upload an existing file as an attachment to the
new object. In the FILE ATTACHMENTS section of the Add panel, click Choose File and select the
desired file. The system automatically sets the type to the file type that matches the file extension. If
there is more than one choice, it selects the configured default, but you can change the selection.

Note:
If an administrator has enabled the Data Share Manager, a dialog box may appear asking you
to install the Data Share Manager on your client to manage file uploads and downloads.

5. Enter properties.

The properties vary depending on the type being created. These properties are configured by style
sheets, which are maintained by the administrator.

Add is highlighted when all required fields are entered.

6. Click Add.

The newly created object is placed at the top of the current list, list with summary, or table display
for easy access. If you create a single new object, the object is automatically selected. The object is
placed in the expected sort order once you navigate away from this location or apply filters.

Note:
If you pinned the panel to your workspace, the Add panel remains open, the Revision and
Name values carry forward, and the ID value increments.

Add a classified object to a selected folder

The Classification tab allows you to search for classified objects. If you want to classify objects, open the
Classification location.

1. Select the folder to which you want to add a classified object.

2. Click New > Add .

If you don't see the command, click More Commands in the global header.

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3. Click the Classification tab .

4. Select a class and drag the pane to twice its width to display search results or to select the
Filter button to further refine the results.

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5. Drag the pane to three times its width to view the classification properties of the selected object.

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6. Click Add to add the classified object to the folder.

Change ownership of a data object

Data objects are assigned an owner. By default, the user who creates an object is the owner, but
ownership can be changed. You can only change the owner of an object if you have appropriate
permissions, including the Write permission.

Ownership of related objects

Many objects have related objects. When you change the ownership of an object that has related
objects, the ownership of some or all related objects may need to transfer to the new owner at the same
time. There are two options for transferring ownership:

1. Automated rule-based ownership transfer. Your administrator defines system-based rules that
govern ownership transfer of related objects when the ownership of the parent object changes.
Your administrator should publish these rules, and you should understand them before changing

Active Workspace Fundamentals, Teamcenter 2406 5-11

the ownership of an object. If there are many related objects this is the fastest option, provided
that the rules deliver the desired outcome.

2. Manual control of ownership transfer. When changing the ownership of an object that has related
objects, you can explicitly transfer ownership of some, all, or none of those related objects to the
new owner. This action overrides the ownership transfer rules defined by the administrator. This
method can be time consuming if there are many related objects.

Procedure

1. Select one or more objects.

2. Click More Commands > Manage > Change Owner .

3. In Change Owner, select the new owner in the User section.

You can use the search box to search the list for a specific user. You can Filter the Users list by
type, group, or role. Ownership of all related objects will transfer to this user along with the parent
object.

4. If you want to transfer ownership of all related objects according to the administrator-defined rules,
click Change and skip the remaining steps.

5. If you want to explicitly specify ownership of related objects, expand Related Objects.

Any related objects appear in a table.

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6. If related objects are displayed, select the ones whose ownership you want to change and deselect
the ones whose ownership you do not want to change.

7. Click Change.

You can see the change of ownership in the object Properties.

Note:
You cannot change the owner of the following object types:

• Answer • RateModifier

• Att0MeasurableAttributeInt • Rating

• Comment • Required Qualification

• CostValue • ResourceAssignment

• Fixed Cost • Schedule

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• Helpful • Schedule Audit

• Measurable Attribute • Schedule Deliverable

• Measurable Attribute Boolean • Schedule Member

• Measurable Attribute Double • Schedule Task Deliverable

• Measurable Attribute String • ScheduleTask

• Proxy Task • Task

• Question • TaskDependency

Check out and check in data objects

Before you can modify an object or its properties you must check it out. Other users cannot modify an
object that is checked out to you. When you finish working with an object you have checked out, you
should check it in.

You need to be granted the requisite permissions to be able to check out objects.

1. Select a part, document, or other object you want to check out. For example, select something
from the list of search results.

2. Click More Commands > Edit > Check Out .

The selection displays a Checked-Out property set to Y.

To check a selection back in, click More Commands > Edit > Check In .

To cancel the checkout, click More Commands > Edit > Cancel Checkout .

Also see Check out and check in objects when using Multi-Site Collaboration.

Edit data object properties

You can modify the properties of parts, documents, and other objects provided you have the required
permissions. You can edit properties in various panels and tables.

The properties you can edit vary based on how your administrator configured the style sheets.

1. Open the part, document, or other object whose properties you want to edit.

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2. Select More Commands > Edit > Start Edit .

The Edit button appears only when you select something you can modify. In some panels, such
as the Information panel, an Edit button is available for quick edits.

Tip:
To retain changes you must click Save before you navigate away.

The properties that you can edit are enabled for editing.

3. Type or modify the properties as necessary.

When you modify a property value, the field background changes color to indicate that your edit
has not been saved.

4. Select More Commands > Edit > Save Edits to save your changes.

To cancel your edits, you can select More Commands > Edit > Cancel Edits .

Add multiple language properties for an object

When you are viewing the properties for an object some fields, such as the Name and Description,
allow you to edit the localization information for those fields to add additional languages for the
property. In addition, you can also set the status of the additional languages to track if they are pending,
approved, or invalid.

Active Workspace Fundamentals, Teamcenter 2406 5-15

1. When viewing the properties for an object, click Edit Localization next to the property you want
to add different languages to.

The Edit Localization panel opens. The Master Value section of the panel displays the property
you are editing and it's default language.

2. In the Translation Languages section, click Add to display a list of available languages.

3. From the list of languages, click the checkbox next to each language you want to add to the
property. For each language you select, a new row is added in the panel.

4. Enter the translation text for each language and set the Status as necessary. You can choose to set
the status to Approved, Pending, In-Review, or Invalid.

5. Click Save to save your changes and close the panel.

Delete a translated property value

You can delete a translated property value when it is no longer needed.

1. When viewing the properties for an object, click Edit Localization next to the property with the
language you want to delete.

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2. In the Translation Languages section, click Remove Language next to the language you want
to remove.

Alternatively, you can also deselect a language from the list of available languages to remove its
translation.

3. Click Save to save your changes and close the panel.

Modify a table property

Properties identify specific characteristics about an object, such as the color and trim package of a
selected make and model of car. Certain object properties are best represented using an editable table
format. This topic describes the available editing actions available to you.

For example, a table format is useful when collecting repetitive data such as employee contact
information. Table properties can be found anywhere that a property can be located, but most often
table properties are located on the Overview or Table Property tab.

Note:
A table property is defined and configured in the Business Modeler IDE by an administrator. Some
table properties may be configured to be noneditable, in which case, the following steps do not
apply.

You can complete the following actions on a table property:

Add a row

1. Open an object such as an assembly.

The properties of the object display in a table.

2. Click Edit .

3. Click Add to add a row to the property table.

4. Add the appropriate data in the cells of the new row.

5. Click Edit > Save Edits .

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Remove a row

1. Open an object such as an assembly.

The properties of the object display in a table.

2. Click to highlight the row to delete.

3. Right-click and select Remove .

Duplicate a row

1. Open an object such as an assembly.

The properties of the object display in a table.

2. Click Edit .

3. Click a cell in the row to duplicate.

4. Click More Commands > Duplicate .

5. Make any changes to the data in the cells of the duplicated row.

6. Click Save Edits .

Modify data in a row

1. Open an object such as an assembly.

The properties of the object display in a table.

2. Click Edit .

3. Click each cell to modify the data in that cell.

4. Click Edit > Save Edits .

Define properties in addition to the object's configured properties

You can add properties to objects that are in addition to the configured properties. For example, in an
automotive environment you can define variable properties for each vehicle, such as model, weight, and
manufacture date. Or in a shipping environment, you can define a package's weight, shipping address,
and size. These are properties that are defined ad hoc and associated with the object.

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This functionality must be configured by an administrator.

1. Search for the object using the search box, or navigate to it in your folder structure.

2. (Optional) Filter the list to quickly find the desired object.

3. Click Open .

4. Click the appropriate tab.

The tab reflects the name defined by your administrator for your organization. Most often, the tab
name reflects the type of information you are defining.

5. Click Edit .

6. Click Add .

7. In the Create panel, define the Type, Name, and Value for the property you are adding. Refer to
the five supported property types in the following list.

Note:
The field values that display on the Create panel reflect the selected Type and Value, where
Name is the name of the property you are defining.
You cannot define the same name for multiple property types.

Type Value
String An alphanumeric character string.
Double A numeric value containing a decimal point.
Boolean A binary variable; either true or false.
Date A date and time selected from the calendar and time pickers.
Integer A numeric value

8. Click Add.

The name and value are added to the table.

Active Workspace Fundamentals, Teamcenter 2406 5-19

9. Click Save .

Autofill properties in a table

Copy the content of a selected table cell to a range of cells above or below the selected cell.

1. Display the table and click Edit .

2. In the table, select a cell and, if the cell is empty, enter the content to be copied.

3. Move the mouse cursor over the cell to display the small fill-down box in the lower-right corner of
the cell, then place the cursor over the small box to display the large plus sign (+).

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4. With the plus sign displayed, press the left mouse button and drag up or down to select the cells to
fill.

5. Release the mouse button.

6. Click Save to save your changes.

The changes are saved, except for objects that you do not have Write privileges to modify
properties.

Drag objects between browser windows

You can copy some objects by dragging them between windows of the same browser. You can open
some objects by dragging them between windows of different browsers.

Copy or open parts, documents, or other objects from a location loaded in one browser window to
another accepting object or location in another browser window.

Tip:
When dragging an object, click, hold, and move the object in a single fluid motion. If you do not
move quickly enough, the system assumes you want to select multiple objects.

Active Workspace Fundamentals, Teamcenter 2406 5-21

If dropping onto a location or object is not allowed, the cursor displays a cancel symbol.

Drag to copy

You can drag an object between two windows of the same browser (Google Chrome, for example),
when both windows are running Active Workspace, to copy the object from one window to an accepting
object in the other. An accepting object is one that supports a relationship with the object being
dragged. You cannot copy by dragging objects between windows of different browsers - between
Google Chrome and Mozilla Firefox, for example.

Drag to open

You can use drag between windows of different browsers (between Firefox and Chrome, for example) to
open a selected part, document, or other object.

For example, you can select an object, such as a part or document in a list, and drag that object to the
URL address box in another browser. This opens Active Workspace in the second browser's window and
opens the object there.

Drag objects in lists and tables

You can drag one or more parts, documents, and other objects in the following ways:

• Drag into an accepting list or table to create a new entry in the list, or a new row appended to the end
of the table.

When you drag, you see an outline around the target table or list indicating where you are allowed to
drop.

• Drag onto an accepting object (table row or list item.) In this case, the accepting object highlights
indicating where you are allowed to drop.

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Tip:
When dragging an object, click, hold, and move the object in a single fluid motion. If you do not
move quickly enough, the system assumes you want to select multiple objects.
An accepting object is one that supports a relationship with the object being dragged and
dropped. If dropping onto a location or object is not allowed, the cursor displays a cancel
symbol.

You can drag one or more objects onto a table to create a new table row.

1. Drag the object to the target table's header row.

A bounding box appears to indicate you can create a new row with the dragged object.

2. Release the object to create the new table row.

You can drag parts, documents, or other objects onto an accepting table row and have that row create
appropriate relationships to those objects.

For example, you can release a dragged document onto a part in a table, and the document becomes a
child of the part.

Create alias IDs and alternate IDs

Alias IDs and alternate IDs allow you to better manage your part data, such as supplier part numbers,
customer naming standards, and legacy part names. Alias IDs and alternate IDs are associated with the
Teamcenter object. You can then search and filter for these IDs to quickly find the objects, or set your ID
Display Rule to display them as you work with a part.

Note:
When creating an alias ID or alternate ID, you must choose an ID context. This is configured by
your administrator.

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Create an Alias ID

An alias defines the ID of an object you do not have direct control over, such as supplier part numbers.
It can also be used when the same ID can be applied to more than one object, such as a service part
number. You create an alias when the part is similar to the current part and it can be used as a substitute
in the product structure.

1. Search for and open the item revision you want to create the alias ID for.

2. Click More Commands > New > Create Alias ID .

The Create Alias ID panel opens.

3. Choose the Context and Type for the alias ID and enter the ID properties.

4. Click Create.

The related object now shows the newly created alias ID in the ALIAS IDS section of the Overview
tab.

Create an Alternate ID

An alternate ID defines additional IDs for an object. However, the alternate ID relates to only one unique
identifiable object. Alternate IDs are often used to create different part numbers as an object evolves or
to create a part number for a part used across multiple organizations. You create an alternate ID when
the part is identical to the current part and you want to create your own naming scheme instead of
using the existing one.

1. Search for and open the item revision you want to create the alternate ID for.

2. Click More Commands > New > Create Alternate ID

3. Choose the Context and Type for the alternate ID and enter the ID properties.

4. Click Create.

The related object now shows the newly created alternate ID in the ALTERNATE IDS section of the
Overview.

Creating new data or revisions from existing data

Creating new data from existing data

Data items in Teamcenter are called objects. An object describes a part, assembly, design, document or
other entity stored in your system. You can create new objects from existing objects and new revisions
of existing objects.

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By default, a new object or revision includes all objects related to the original existing object. However,
you can review and specify the disposition of all related objects during the process of creating a new
object or revision. For example, if you want to create a new assembly from an existing assembly, or
a new revision of an existing assembly, you can specify what happens with all its parts, including
subassemblies and their parts.

You can:

• Specify a name and description for the new object.

• Include or exclude related objects such as parts or documents.

• Reference objects related to the original object rather than copy them as new objects. (In a new
revision, a reference can optionally point to the latest revision of the related object.)

• Save related objects as new related objects, each with a new ID, name and description.

When viewing an opened object, Advanced Copy Options in the Save As dialog box and theRevise
dialog box contain a table where you specify your choices for the new object or revision, respectively.

The Action column specifies the disposition of all objects that are related to the object being saved as a
new object.

Active Workspace Fundamentals, Teamcenter 2406 5-25

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Related topics

• Create a new object from an existing object

Active Workspace Fundamentals, Teamcenter 2406 5-27

• Create a new revision of an existing object

• Introduction to objects and object types

Create a new object from an existing object

Data items in Teamcenter are called objects. An object describes a part, design, assembly, document
or other entity stored in your system. You can create new objects from existing objects. By default, the
new object contains references to all objects related to the original existing object. You can review and
specify the disposition of the related objects during the procedure.

• Creating new data from existing data

• Create a new revision of an existing object

• Introduction to objects and object types

Procedure

1. Open the object from which you want to create a new object. If the object has multiple revisions,
select the revision on which to base the new object.

2. Click More Commands > New > Save As .

The Save As panel opens.

3. Enter a name for the new object in the Name box.

4. Enter a description of the new object in the Description box.

5. If you want to change the default disposition of some or all related objects in the new object,
click Advanced Copy Options, review the table of related objects and make changes in the Action
column.

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The available actions for related objects are:

• Remove: The selected related object will not be included in the related objects of the new
object.

Active Workspace Fundamentals, Teamcenter 2406 5-29

• Reference: Create a reference to the current revision of the related object in the related objects
of the new object. This is the default for all related objects.

• Save As: Create another new object related to the new object with the same relationship.

6. In the Projects section, click Add Project , select a project as owner of the new object, and click
Assign.

Tip:
You can use Search to filter the list of projects.

7. Click Save to create and save the new object.

Create a new revision of an existing object

Data items in Teamcenter are called objects. An object describes a part, design, document or other
entity stored in your system. You can create new revisions of existing objects using Active Workspace. By
default, the new revision contains references to all objects related to the original existing object. You can
review and specify the disposition of the related objects during the procedure.

• Creating new data from existing data

• Create a new object from an existing object

• Introduction to objects and object types

Procedure

1. Open the object for which you want to create a new revision.

2. On the Primary toolbar, select More Commands > New > Revise .

The Revise panel opens.

3. Optionally modify the Revision, Name and Description.

These inputs are automatically populated when the panel opens.

4. If you want to change the default disposition of some or all related objects in the new object,
click Advanced Copy Options, review the table of related objects and make changes in the Action
column.

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The available actions for related objects are:

Active Workspace Fundamentals, Teamcenter 2406 5-31

• Reference: Create a reference to the current revision of the related object in the new revision
(the default for all related objects). If the referenced object is subsequently revised, the new
revision (of the existing object) will not see revisions of the related object.

• Save As: Create a new related object in the new revision.

• Remove: The related object will not be included in the new revision of the existing object.

• Revise: Create a new revision of the related object in the new revision of the existing.

• Reference latest: Create a reference to the latest revision of the related object in the new
revision. If the referenced object is subsequently revised, the revision you are creating will always
see the latest revision of the related object.

5. In the PROJECTS section, click Add Project , select a project as owner of the new object, and
click Assign.

Tip:
You can use SEARCH to filter the list of projects.

6. Click Revise to create and save the new revision.

Working with attachments

Add attachments to a data object

You can attach files and documents to data objects. You can add existing items via search or by selecting
from recently viewed or favorite objects. You can optionally attach a new object that you create during
the attachment procedure.

1. Locate and open the object to which you want to attach another file or document. For example:

• Perform a search and select something in the search results list.

• Select an inbox task.

• Open a folder where you want to add an object.

2. Locate the Add to icon in the work area of the Overview tab.

For example, in the default configuration there is an Attachments tab for item revisions. This tab
has Files and Documents sections to which attachments can be added.

3. Click Add to to display the Add panel.

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4. In the Add panel, choose the objects you want to add by doing one of the following.

• Click Search.

The search only returns results that you can relate to the displayed item. You can also filter search
results in the task panel.

• Click Palette to select from the Favorites, Recent, or Clipboard sections.

The Clipboard section displays objects previously copied to the paste buffer using Copy .
These are preselected at this point. Otherwise, select the desired objects.

• Click New to create a new object:

a. Select the type of object you want to create either from the list of recently used object
types or from the full list of available object types. You can also refine the results using
Filters.

If you are creating a new file attachment, you can upload an existing file as an attachment
to the new object. Click the Select File button and select the desired file. The system
automatically sets the object type to the file type that matches the file extension. If there is
more than one choice, the system selects the default. You can change the selection.

b. Enter the properties for the new object.

The properties vary depending on the type of object being created. These properties are
configured by style sheets, which are maintained by the system administrator.

Note:
Required properties are designated with a red asterisk next to the text box.

5. (Optional) When multiple relation types are available for the object being added, select the desired
relation from the list displayed at the bottom of the Add panel.

The available options vary based on the object set selected.

6. Click Add.

Replace an attached file or document

You can replace an attached file when it is out of date and no longer relevant to the item is it attached
to. You can replace the attachment with an updated version of the file or with a different file altogether.

1. Search for and open the object with the attachment you want to replace.

Active Workspace Fundamentals, Teamcenter 2406 5-33

2. Click the Attachments tab.

3. Select the attachment that you want to replace.

4. Click More Commands > Edit > Replace File .

The Replace panel is displayed.

5. Click Select File to select the file to replace.

6. Click Replace.

Replace an attached document

In addition to replacing attached files for an object, you can also replace attached documents.

1. Search for and open the object with the document you want to replace.

2. In the Documents section, select and open the document you want to replace.

The Overview tab for the document is displayed.

3. In the Files section, select the file you want to replace.

4. Click More Commands > Edit > Replace File .

The Replace panel is displayed.

5. Click Select File to select the file to replace.

6. Click Replace.

Replace files using Data Share Manager

If you have Teamcenter Data Share Manager installed perform the following steps to replace files.

1. To display the attachments for an object, open the object.

2. Click the Attachments tab.

3. Select the dataset to replace.

4. Click More Commands > Edit > Replace File to display the Replace panel. If you are
replacing a single file, the Data Share Manager application window is displayed.

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If you are replacing a file in a dataset that has multiple files, select the file in the Replace panel and
click Replace. The Data Share Manager application window is displayed.

5. In the Data Share Manager application window, locate or enter the replacement file. Then, click
Upload. The selected file is uploaded and replaces the previously attached file. The Data Share
Manager displays the upload status.

Note:
See Upload or download large data files for more information on using Teamcenter Data Share
Manager without leaving the client environment.

Find more information about the Data Share Manager in System Administration→File Management
System in the Teamcenter help collection.

Download and open attached files

You can download attached files and potentially open them in the same operation, depending on
browser settings. You can optionally download multiple files in a single download operation.

1. Display an object that has attachments.

2. Select the attachment.

3. Do any of the following:

• Select the attachment and click Download File .

Based on your browser settings, the file may open immediately or you may be prompted to
download or save the file.

Note:
To open attachments in the Safari browser, be sure to turn off the pop-up blocker. This is
especially true on iPads running Safari.

• Right-click the attachment and then select Copy File Download Link to copy the download
link to the Teamcenter and OS clipboard. You can then share the link with others, or paste it into
your browser's address bar to download the file.

Note:
If your administrator has enabled reference lists, such as in a table for an item revision
and its subtypes, on the Information panel of an attachment, or in the Properties of an

Active Workspace Fundamentals, Teamcenter 2406 5-35

object and its subtypes, all referenced files are hyperlinks. You can click the link to quickly
download the referenced file.

Download multiple files at once

1. Display an object's attachments.

2. Do any of the following to select multiple files:

• Ctrl-click each file you want to select.

• Click Selection Mode and then click the check box next to each file you want to select.

• Click Select All to select all files.

3. Click More Commands > Share > Download .

A message appears showing you how many of the selected files were downloaded.

Note:
The saved location of the downloaded files and the ability to download more than one file at a
time varies depending on your browser and its settings.

View and download previous file versions

You can view and download previous file versions of files displayed in the Attachments tab for an object,
or when viewing the properties of the attachment. This allows you to download old file versions, or
restore an older version so it becomes the latest version of the file.

1. Search for an object and then navigate to the Attachments tab.

2. In the FILES section, select the attached file with the previous version you want to view.

3. Click More Commands > View > Show Dataset Versions .

You can also use the above command when viewing the properties for an attached file.

The Dataset Versions panel opens.

4. In the VERSIONS section, select the file version to view its properties and a preview of the file.

5. Do any of the following as necessary:

• Click Download Version to download the selected version to your computer.

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• Click Restore Version to make the selected version the latest version of the file. A new version is
automatically created and displayed in the VERSIONS section.

6. Close the Dataset Versions panel when you are finished.

Open related drawings

You can view drawings attached to an item revision in the Attachments of an open data object.

1. Open an object that has drawings attached to an item revision.

2. Select the desired item revision and then select Open .

3. Select the Attachments tab.

All of the drawings related to the item revision appear under Files.

View and mark up your attachments using the universal viewer

Use the universal viewer to view object attachments. The universal viewer appears in an object's
Overview tab if there are attachments for the object, or in a workflow task's Overview tab if there
is an associated attachment. The universal viewer can appear in other areas, depending on how your
administrator has configured Active Workspace for your site.

The universal viewer supports the following file types.

• PDF- Markup is available.

• Text
• HTML- Markup is available.
• Microsoft Office files- Editing is available depending on how Office Online configuration is set up.
• Image (JPEG, PNG, GIF, BMP, SnapShotViewData, and UGMASTER)
• Direct Model

Note:
The file types and the functionality supported will depend on how your administrator configures
the universal viewer for your site.

Active Workspace Fundamentals, Teamcenter 2406 5-37

Example of an image with the universal viewer

1 The document header identifies the document's name, file type, and last date and
time the document was modified. Click the document name to open the file.

2 The work area toolbar contains the commands specific to the type of file or document
displayed.

3 If a selected object has multiple attachments, click or to scroll backward and

forward through all the attachments.

4 Review the document or file image that is displayed the viewer.

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Example of a PDF document with the universal viewer

Your options using the universal viewer vary, based on the type of file you are viewing. Typical
commands on this toolbar include the following.

Markup You can mark up a PDF or image file from within the
universal viewer.

Create Highlight Markup Mark up a text by highlighting it.

Create Freehand Markup Mark up a document by drawing freehand.

Checkout Check out an Office document so it can be edited.

Cancel Checkout Cancel the check out on an Office document and throw
away any changes.

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Checkin Check in the Office document to save any changes. There is

no separate save command necessary.

Full Screen View the Office document in full-screen mode. This allows
the universal viewer to take over the full browser window
for the display.

Upload or download large data files

The Teamcenter Data Share Manager (DSM) application provides a way for you to upload and download
large data files without interrupting your work.

The following apply:

• You can close the client application window and the browser while the DSM is loading file data
without interrupting the loading process.

• The DSM application automatically resumes loading data after interruptions, such as network or
power outages.

Note:
You (or your administrator) must install the DSM application on your machine, and you
must have a valid license key. Find DSM installation and detailed user instructions in System
Administration→File Management System in the Teamcenter help.

Before using the Data Share Manager

1. Ensure that the Data Share Manager and a license key are installed on your local machine. Contact
your administrator for assistance.

2. Ensure that your Data Share Manager user session values are selected in Active Workspace.

a. Click your profile icon.

b. In the panel that opens, select Manage Profile.

c. Under Data Share Manager, make sure that the Data Share Manager is installed on this
device and Use Data Share Manager on this device check boxes are selected.

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Note:
These values remain selected until you clear your browser cache or change browser
applications. If you clear your cache or switch to a different browser, you must select these
values again before using the DSM.

Upload a large data file

1. Navigate to the object to which you want to upload the data file.

2. Click the Attachments tab.

3. Define the data file type that you want to upload (for example, PDF, Word, or Excel).

a. Click Add to .

b. In the Add panel, select the file type of the data file that you want to upload.

c. In the Name box, define the name of the file you want to upload.

d. Click Add.

4. In the message that appears on the window, click Open.

5. Select the desired file to upload.

a. From the task bar on your computer, open the Data Share Manager application window.

b. In the Data Share Manager application window, enter the path or file location, or click … to
navigate to the file to upload, and then click Upload.

The collapsed Data Share Manager window appears at the bottom of your window, showing
the number of files that you have uploaded or downloaded.

6. Click Open in the Data Share Manager window.

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7. Use the Data Share Manager application to manage your uploaded files. Find information about the
Data Share Manager in System Administration→File Management System in the Teamcenter help.

Download a large data file

1. Navigate to the object with the attached data file that you want to download.

2. Click the Attachments tab.

3. Click Download File on the file that you want to download.

4. Click Open on the message that appears on the window.

The collapsed Data Share Manager window appears at the bottom of your window, showing the
number of files that you have uploaded or downloaded.

5. Click Open on the Data Share Manager window.

6. Use the Data Share Manager application to manage your downloaded files. Find more information
on the Data Share Manager in System Administration→File Management System in the
Teamcenter help.

Working with named references

Named references overview

Named references are objects that relate to a specific data file. In other words, a named reference is a file
attached to a Teamcenter dataset.

• Datasets are Teamcenter data objects that manage data files (operating system files) created by other
software applications.

• Each dataset can manage multiple operating system files as separate "named references".

• Active Workspace has some support for Teamcenter datasets, named references, and dataset tools.

• Teamcenter administrators can define named references and optionally restrict some file types from
being uploaded to a dataset.

For more information see Upload, download, and export named references.

Upload, download, and export named references

Named references for an opened object appear in the Named References tab of the Information panel
for an open attachment object.

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Prerequisites

To download or export named references, an object must have one or more attachments, and a selected
attachment must have one or more named references.

Procedure

1. Locate an object such as a part and open it.

2. On the work area toolbar, select Attachments.

The Files section displays existing attachments as tiles.

3. In the Files section, select an attachment tile.

4. On the primary toolbar, select Information to open the Information panel.

5. In the Information panel, select the Named References tab.

Results

Named references appear in a table. You can now select a named reference and run any of these
commands:

• Download selected files.

• Upload a file to the selected dataset.

You can run the commands from the Named References toolbar. Its appearance can vary according to
your screen resolution.

The commands may appear as icons only or icons plus a text label. Some icons may be hidden if there
is insufficient space, in which case an ellipsis (…) appears on the toolbar. Select it to reveal hidden
commands.

Tip:
Resizing the Information panel wider can reveal hidden commands on the toolbar.

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Exploring relations between objects

Using Relations

You can use Relations to view objects and the relations between objects in a graphical format.

• See or hide incoming and outgoing relations.

• Choose what objects or relations appear in the work area. You can do this by using the Legend panel
or by applying filters based on object properties.

• Use an overview map to navigate large structures.

• Change the layout of the network display.

Tips for using Relations

• Double-click the background to resize the network to fit all content in the display.

• Use the left mouse button to drag the network around the display area. To move an individual object,
click the object first and then drag it using the left mouse button.

• Use the roller on your mouse to zoom in and out of the network. The more you zoom in, more
detailed information is displayed.

• Point the mouse over an object in the network to display additional details, such as the object name.

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• Point the mouse over an edge (that is, a line connecting two objects) to display the type of
relationship between the objects.

• Select an object, edge, or port and then click Info to get more information about it.

You cannot see the button if the edge has no properties.

• To print a network, click Open in... to open in print view.

View data related to an object

This topic explains the procedure for viewing data related to an object.

1. Search for an object using the search feature.

2. From the list of search results, select the object for which you want to view the related data.

This is the root object.

3. Select the Relations tab.

You can do the following actions:

Action Ways to perform the action

Expand and collapse objects Click arrows inside the objects to expand or
collapse incoming relations

Click arrows inside the objects to expand or

collapse outgoing relations

Use the one-step command bar

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Action Ways to perform the action

Show and hide objects Using Legend

Clicking the icon of the object

Make hidden objects visible Using the Relations panel

Filter objects Using the Filter panel

Highlight objects Using Legend

In the diagram, highlight objects that have

relations going in the same direction.

Navigate the diagram Using the overview map

Change the layout of the diagram Using the layout command

4. Click the arrows inside the objects to show or hide relations:

Shows all the incoming relations.

Shows all the outgoing relations.

Hides the incoming relations for the object.

Hides the outgoing relations for the object.

Hides all the incoming relations or shows all the incoming relations, as applicable.

Hides all the outgoing relations or shows all the outgoing relations, as applicable.

5. You can also show incoming and outgoing relations from the one-step command toolbar as
follows:

Select an object and click one the following buttons in the one-step command toolbar.

Shows incoming relations. In the list that appears, select the number of levels to be
displayed.

Shows outgoing relations. In the list that appears, select the number of levels to be
displayed.

6. Click the icon of an object to hide the object.

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The object fades away until it is hidden. You can cancel the hide action by clicking its icon again
before it is hidden.

7. To show the object that you hid by clicking on its icon or to hide objects in the graph, select an
object and click Relations .

In the Relations panel:

• Objects whose icons are grayed out are hidden in the graph. Click the objects to make them
visible.

• Objects whose icons are not grayed out are visible in the graph. To hide objects, click them.

8. Using the Legend panel, you can highlight and hide objects and relations.

Click Legend to display the Legend panel and then click Views.

The colors of the object types and relations listed in the Legend panel correspond to those of the
object border and edges, respectively, in the work area.

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1. Click the colored square next to the object or relation

name to hide or show objects or relations in the work
area.

Note:
The root object cannot be hidden. Orphan objects,
that is, objects whose predecessors are hidden, are
also hidden.

2. Select the object or relation name to select the object or

relation in the work area.
Use Ctrl + click in the menu to select multiple objects or
relations.
If you select or undo the selection of an object in the
work area, the corresponding object type is selected in or
cleared from the Legend pane.
When you expand a selected object in the work area, all
other selections for objects are cleared.

3. The number within the parentheses denotes the number

of expanded objects or relations that are visible.

The icon at the bottom right corner indicates that objects and relations are hidden in the graph.

9. You can choose the objects that you wish to see in the work area by filtering them based on their
properties such as object type or owner.

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a. Click Legend to display the Legend pane and then click

Filter.

b. Click the property of the object that you want to use as a filter,
for example, under the Type property, click Item Revision.

c. To remove a filter, click the selected property.

Note:
The root object cannot be filtered out. Orphan objects, that
is, objects whose predecessors are hidden, are also filtered
out.

The icon at the bottom right of the page indicates that a filter is
applied.

10. You can investigate the relations between objects at two ends in the diagram as follows:

a. Select an object in the graph.

b. Press the Shift key and select another object in the graph.

Objects with similar relations going in the same direction are highlighted.

11. Use the overview map to navigate easily in cases where there is a large network of objects and
relations.

Click the lower right corner of the work area to view the overview map of the network .

Move the rectangle in the overview map to browse the network.

12. Click in the one-step command toolbar to change the layout of the network display.

You can display the content using various layout types, such as top to bottom and left to right.

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Managing object relationships and traceability with trace links

Trace links overview

Traceability provides a connection between data objects. For Model-Based Systems Engineering, this
means connecting our structure elements together.

Trace links establish the traceability among structure elements and in which one object takes
precedence over another. A trace link establishes a directional relationship between two objects.

For example, creating links between requirements, between system model blocks, and between each
other. When the requirements and system modeling are complete, users have complete traceability
from requirements, to functions, to logical and physical objects allowing users to see the decision,
requirements and alternatives that lead to a particular design alternative.

The trace link Start (defining object such as a requirement), is the trace link source. The End (the
complying object such as a system model block), is the target. In this relationship, the Start defines a
condition with which the other End must comply, that is, must partially or completely fulfill.

Create a trace link

You can create trace links between objects such as requirements and system model blocks. You can
create a one-to-many or a many-to-one trace link relationship, but not a many-to-many relationship.

1. Ensure that you have the objects that you want to link in the results pane.

2. Click More Commands > New > Create Trace Link .

If you want to create multiple trace links, click Pin in the Create Trace Link panel. Pinning keeps
the Trace Link panel open after you create a trace link. You can then create another trace link by
changing the Start or End objects.

3. Drag the selected objects to either the Start or End panels.

To remove an object from the trace link, select it in either the Start or End panel, and then click
Remove .

4. Select the Type, and then click Create.

Create a trace link using Copy and Paste

One way to create trace links is by using Copy and Paste.

1. Ensure that you have the objects that you want to link in the results pane.

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2. Select one or more objects, and then click to copy the selected objects to the clipboard.

You can copy objects from one browser window and paste into another window.

3. Click More Commands > New > Create Trace Link .

4. Click Paste in either the Start or the End panel.

5. Select the Type, and then click Create.

Sharing data

Sharing Teamcenter data with other sites

Product design and development often includes groups of people scattered across multiple locations.
Even with different responsibilities, these groups of people might rely on the same product data to
perform their roles.

• Several groups within your company might rely on having access to a project's latest updates as they
work on different aspects of the project. These groups may be on site or in other parts of the world.

• Outside organizations, such as suppliers supporting OEMs, may have similar data requirements. The
suppliers may need a mix of read and write access to the data as they may be responsible for the
development of certain parts of the project.

• Some groups may be downstream customers with applications that leverage your data as part of their
business processes.

• You may be combining or archiving existing sites as the company structure changes or projects are
retired.

Active Workspace provides several ways to share data to meet these needs:

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Typical uses of each data sharing solution

Data Sharing
Solution Typical Use
Multi-Site A company has engineering sites in Tokyo and Detroit. They also have manufacturing
Collaboration sites in Detroit. All of the sites are connected on a network.
The engineering sites regularly share data as they design and develop products. At
the end of each workday at the engineering sites (which are 11 hours apart), they use
Multi-Site to make sure each site has the most recent product data updates. When the
product development completes, the engineering sites use Multi-Site to push the final
engineering data to the manufacturing sites.
Briefcase and TC An OEM produces a complex product with a component that has its design
XML outsourced to a supplier. The supplier does not have access to the network the OEM
uses.
The OEM packages the component data the supplier is responsible for and shares
the Briefcase file using secure FTP. The supplier imports the data and updates it with
changes and new parts. The supplier then repackages the parts data in a Briefcase file
and sends it to the OEM for review and integration with the overall product.
PLM XML An OEM works with a supplier that uses a PLM solution other than Teamcenter. To
exchange product data, the companies need a common data format.
The OEM converts the relevant product data to PLM XML which has a published SDK
and uses a product-neutral data model. The supplier converts the PLM XML into the

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Data Sharing
Solution Typical Use
data model their PLM tools use, imports the data, and modifies it as necessary. The
supplier converts the modified data back to PLM XML and returns it to the OEM.
Bulk data A company has several organizations relying on Teamcenter for their daily work
migration tools activities. System availability is critical. The company plans to update Teamcenter and
Active Workspace to the most recent versions, but they want to ensure the updates
cause minimal down time.
The company creates a Teamcenter test environment using the updated versions of
Teamcenter and Active Workspace. They use the bulk extract tools to get a copy of the
product data from their production environment. They then use the bulk copy tools to
populate their test environment with the production data copy. There, they perform a
battery of tests to ensure the new versions of Teamcenter and Active Workspace work
as expected with their product data.

Where do I go from here?

Administrator
Configure your organization for sharing objects See the section on how to configure Briefcase
packaged in Briefcase files file sharing.
Monitor any issues your organization may be See Multi-Site Dashboard to view the issues in
having when sharing Teamcenter data using your Multi-Site federation using charts, graphs,
Multi-Site and detailed object reports.
Monitor your organization's history of See Monitor data exchange transactions to view
Teamcenter data sharing using Multi-Site and and analyze your organization's history of Multi-
Briefcase file Site and Briefcase transactions using charts,
graphs, and detailed object reports.
Configure your organization for sharing See the section on how to configure PLM XML.
Teamcenter data using PLM XML
Populate a Teamcenter environment with data Refer to the section on bulk loading product
data.
Business User
Import or export Teamcenter data packaged as Get information on using Briefcase files.
Briefcase files
Import or export Teamcenter data using the See the section on how to share data using
open PLM XML interchange format PLM XML.
Share Teamcenter data with others in your Refer to the section describing Multi-Site
organization using Multi-Site Collaboration Collaboration.

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Sharing data using Briefcase files

Using Briefcase files

You can collaborate with other sites by sharing objects using Briefcase files. Select the objects to share
with the other sites, export the objects to a Briefcase file, and provide that file to the other site. If you use
Briefcase checkout to allow objects to be updated at another site, the objects can be updated at that
site, returned to your site, and checked back in.

For example:

• Share data with Teamcenter supplier sites that are online (connected) or offline (unconnected). Other
sites can optionally update the objects and return them to you.

• Share data with Teamcenter sites in your own organization that are not connected (offline).

• Exchange data with organizations that are not using Teamcenter (unmanaged sites).

• Exchange data with Teamcenter sites using different data models than yours.

You can export objects of the types specified with the Briefcase_export_supported_types preference.
You cannot export objects using Briefcase files in the design context when using Supplier Collaboration.

You can also view and analyze your organization's history of Briefcase transactions using charts, graphs,
and detailed object reports. See Monitor data exchange transactions.

Export objects using Briefcase files

You can share objects with other sites by exporting them to Briefcase files and providing the files to the
other sites. If you use Briefcase checkout to allow objects to be updated at another site, the objects can
be updated at that site, returned to your site, and checked back in.

You can export objects of only those types specified with the Briefcase_export_supported_types
preference.

Export data to a Briefcase file

1. If the target site is intended to modify the exported data, grant modification rights to the target site
using either Briefcase checkout to grant temporary modification rights (excluding revise rights) or
by transferring ownership of the objects.

2. Select one or more items or assemblies to be exported to the target site. These selections become
separate root items in the exported Briefcase.

3. Select More commands > Import/Export > Export to Briefcase to display the Export to
Briefcase panel.

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4. Specify the export properties on the Export to Briefcase panel.

Property Description
Target Select Teamcenter if you are sharing data with a site managing its data with
Teamcenter.
Select Briefcase Browser if you are sharing data with an unmanaged site.
Unmanaged sites can open the Briefcase file with Briefcase Browser.
Target Site Enter the name of the site to which you are exporting data.
Transfer Select the transfer option set to use when exporting the objects.
Option Set
Low-level configured and unconfigured transfer option sets are available when
exporting to a Teamcenter target site. High-level configured transfer option sets
are available for exporting to a Briefcase Browser target site. The available
configured transfer option sets are controlled by the types specified with the
Briefcase_configured_export_supported_types preference.
Depending on the selected transfer option set, you can specify additional options
such as Revision Rule and Variant Rule on the panel and override other options.
Update those values as necessary for your export.
Briefcase Accept the default file name or update it as necessary.
Name
Delta Set Delta Export to Yes to export modified objects tracked by configured incremental
Export change as a partial structure export.
Force Re- Set Force Re-Export to Yes to repeat the same root object's most recent configured
Export export using the specified values of Transfer Option Set, Revision Rule, and Variant
Rule.
Validate Set Validate to Yes to specify that the exported data be validated and a summary
report generated during export.
If you set Validate to Yes, optionally click Validate Only to simulate an export of the
data with the current settings. You receive an alert when the report of the simulated
export is generated. No Briefcase file is generated. Review the report as described in
Review the export report later in this topic.

5. Click Export to create the Briefcase file. You receive an alert when the export is complete.

If Validate is set to Yes and errors that impact data integrity occur during the export, a Briefcase file
is not created. Review the validation report as described in Review the export report for details.

Review the export report

You receive a report alert when your export or validation run completes. Click on the alert to view the
report of the export or validation. All recent alerts are available from the Subscription tile.

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The Properties section of the report includes details such as a list of the objects exported, the target
site, transfer option set used, and so on. Under Related Objects, click on the export log entry or
validation report entry to view additional details.

Transfer the exported Briefcase file

The Target Object section of the export report contains a link to the exported Briefcase file. You can
preview the Briefcase file and compare it to other Briefcase files from the report.

Download the file and transfer it to the target site by email or other means.

Import objects from Briefcase files

You can import objects packaged in Briefcase files that have been exported from their owning sites to
your Teamcenter (managed) site and provided to you. (Unmanaged sites without Teamcenter can use
Briefcase Browser to open and work with Briefcase files.)

Use Briefcase files in the following scenarios:

• You may be a supplier receiving objects from an OEM that you update locally and provide back to
the OEM. In this scenario, the objects you are to change have been checked out to your site for
modification. Update them and then create a Briefcase file containing the updated files and send it to
the OEM.

• Ownership of certain objects is now being handled by your site. The objects have been marked for
ownership transfer and are included in a Briefcase file you import to your site.

• Objects you have previously exported to another site have been updated by that site, and they are
being returned to you in a Briefcase file.

Before importing objects from Briefcase files, you can preview the file contents and compare the file
contents to those in other Briefcase files (such as previously exported Briefcase files).

You cannot import objects using Briefcase files in the design context when using Supplier Collaboration.

Import objects from Briefcase files

1. Select the Awb0Element root business object or the folder into which you wish to import the
objects from the Briefcase file.

If you are importing objects modified that were previously exported to another site, select the
object or folder from which the objects were originally exported.

2. Click More commands > Import/Export > Import from Briefcase to display the Import from
Briefcase panel.

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3. Use Choose File to locate the Briefcase file on your local system.

4. Select the transfer option set to use when importing the file. Override any options as necessary.

5. Set Validate to Yes to specify that the imported data be validated prior to importing objects.

If Validate is set to Yes and errors occur during the validation, a report is generated, but no objects
are imported

A Validate Only button becomes available on the panel. Optionally click Validate Only to simulate
an import of the data with the current settings. You receive an alert when the report of the
simulated import is generated. No Briefcase file contents are imported. Review the report as
described in Review the import report later in this topic.

6. Click Import to import the objects from the Briefcase file.

If Validate is set to Yes and errors that impact data integrity occur during the import run, the
objects from the Briefcase file are not imported.

You receive an alert when the import run is complete. Review the report as described in Review the
import report.

7. Review the selected folder for the imported objects.

If you are a site that has been granted permission to edit objects owned by the owning site, those
objects are checked out in the folder.

If your site owns the objects that were updated at another site, check in the objects.

Review the import report

You receive a report alert when your import or validation run completes. Click on the alert to view the
report of the import or validation. (All recent alerts are available from the Subscription tile.)

Under Target Object, download the import log which includes details such as a list of the objects
imported, the transfer option set used, and so on.

Under Related Objects in the Properties section of the report, click on the validation report entry to
review the optional validation report.

Check out objects for modification at another site

You can use Briefcase files to check out an object for updating at another site (such as a supplier site).
This process is referred to as a Briefcase checkout. Briefcase checkout grants temporary modification
rights (excluding revise rights) to the target site. These objects are included in an exported Briefcase file
provided to the other site.

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Briefcase checkouts help OEMs and suppliers collaborate for the following purposes:

• Adding or modifying datasets at a supplier site.

• Adding or modifying components (ps occurrences) at a supplier site.

• Modifying metadata (attribute values) of workspace objects at a supplier site. Modification of non-
workspace objects, items, and item revisions is not supported.

Keep these objects checked out as long as you want the remote site to have modification rights. If the
Briefcase checkouts are canceled at the owning site, any changes made at the remote site cannot be
checked in.

• You can perform Briefcase checkouts only on objects of the types an administrator has specified using
the Briefcase_checkout_supported_types preference.

• You must have permission to check out and modify an object to perform a Briefcase checkout.

• You cannot check out an object for a site if it is already checked out locally or to another site.

• You cannot check out objects in Briefcase files in the design context when using Supplier
Collaboration.

Check out objects using Briefcase Check Out

1. Select one or more objects you want to check out.

2. Select More commands > Edit > Briefcase Check Out to open the Briefcase Check Out
panel.

3. Chose a target site.

Check Teamcenter if the target site is a managed site using Teamcenter. Check Briefcase Browser
to check out the objects to an unmanaged site.

4. Set Target Site to the name of the target site.

The selected objects can only be updated at the site specified, even when included in a Briefcase
file that is supplied to other sites.

5. Click Check Out to check out the objects to the target site.

Objects checked out to a target site are identified with a icon. Hover over it to see the check out
status.

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Check in objects using Briefcase Check In

After you import a Briefcase file containing objects that were checked out using Briefcase checkout,
you can check in the objects to your site.

• You can check in objects in Briefcase files that have been checked out for your site.

• You can check in objects in Briefcase files when you are the user who checked out the objects in the
original Briefcase file. An administrator also can check in these objects when another user checked out
the objects.

• You cannot check in objects in Briefcase files when in the design context when using Supplier
Collaboration.

Select the objects that you want to check in to your site and select Edit > Briefcase Check In. The
objects are checked in.

Cancel a Briefcase checkout

If you used Briefcase checkout to check out an object to a site and need to cancel the checkout, select
the object and select Edit > Cancel Briefcase Check Out.

You can cancel your own Briefcase checkouts, but only an administrator can cancel a Briefcase checkout
when another user performed the checkout. When a Briefcase checkout is canceled, any changes made
at the other site cannot be checked in.

Transfer ownership of objects to other sites

Before using Briefcase to export objects, you can specify (mark) which objects are to be exported with
their ownership transferred to the target site.

Marking objects for ownership transfer before the export improves data exports by letting you:

• Precisely identify which objects will have their ownership transferred

• Verify that the ownership of the objects can be transferred

• Lock those items against ownership transfer from a different session or by a different user in this same
session

When you mark an object for ownership transfer, ownership of its entire island of objects is transferred
upon export. That is, the principal object and the additional objects on which it depends for its correct
functional definition and usage within Teamcenter, including item revisions, are owned by the target site
upon export. If you mark an item revision for ownership transfer, the full item is marked for ownership
transfer. By transferring ownership of the entire island of objects, the target site can edit the parent
object without access issues. Ownership is transferred only for direct child objects of the parent object.

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Ownership is transferred after the successful export of all revisions of the object, including revisions not
explicitly included in the export. Objects can be marked for ownership transfer when:

• The object is owned by your site and is not be replica object.

• The object is modifiable at the owning site.

• The object is not checked out.

• The object type is specified with the Briefcase_ownership_transfer_supported_type preference

value.

Ownership transfer is not available in the design context when using Supplier Collaboration.

Mark objects for ownership transfer

1. Select the objects to be marked for ownership transfer.

2. Select More commands > Manage > Transfer Ownership to display the Transfer
Ownership panel.

3. Select one of the following items.

• Select Teamcenter if you are transferring ownership to a site managing its data with
Teamcenter.

• Select Briefcase Browser if you are transferring ownership to an unmanaged site.

4. Set Target Site to the name of the site to which you are transferring ownership.

5. Click Transfer.

The objects are marked for ownership transfer. Ownership is transferred when the Briefcase file is
exported.

View objects currently marked for ownership transfer

On the owning site, click More commands > View > Pending Ownership Transfers. A list of
all objects marked for ownership transfer is displayed. If you have an object selected and marked for
ownership transfer, it is highlighted in the list.

Optionally filter the list of items by entering a specific target site. Only those objects with ownership
marked for transfer to the specified site are displayed.

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Cancel ownership transfer

On the owning site, click More commands > View > Pending Ownership Transfers. A list of all
objects marked for ownership transfer is displayed.

Select the items for which you want to cancel ownership transfer and select Cancel Ownership Transfer
. Ownership is retained at the current site and is not transferred when the Briefcase is exported.

Preview and compare Briefcase files

Preview and compare Briefcase files to quickly inspect their contents before importing the data to your
Teamcenter site. You can preview and compare briefcase files with each other or with the data in your
Teamcenter database.

Preview a Briefcase file

Click a Briefcase file to inspect the Briefcase file's contents and information such as the file's name,
description, owning site, and checkout status.

Briefcase contents can be mapped to different objects and structures upon import. You can preview how
the Briefcase contents will appear after the mappings are applied by choosing the transfer option set
with the appropriate transformation rules defined. The objects in the Briefcase preview are displayed
according to the defined rules.

Compare Briefcase files

1. Choose More commands > View > Compare Briefcases to display the Compare
Briefcases panel. Specify Briefcase files to compare in any of the following ways:

• Use any of the Search methods to find the Briefcase files you want to compare and drag the
Briefcase files to the Compare Briefcases panel.

• Instead of dragging the Briefcase files, you can click Add under SOURCE to search for the first
Briefcase file to compare. Select the file and click Add. Perform the same steps to add a second
Briefcase file under TARGET.

• You can copy a Briefcase file using Active Workspace and then click Paste in the Compare
Briefcases panel to specify the Briefcase as the SOURCE or TARGET Briefcase.

• You can also select one or more Briefcase files before choosing More commands >
View > Compare Briefcases. The Briefcase files are automatically added to the Compare
Briefcases panel.

2. Briefcase contents can be mapped to different objects and structures upon import. To compare
Briefcase contents as they appear after mapping, choose SOURCE and TARGET transfer option

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sets that have the appropriate transformation rules defined. The objects in the Briefcases are
transformed according to those rules before comparing.

3. Click Compare.

A comparison of the two Briefcases is displayed. Expand and collapse the hierarchy of items to
compare them. Color-coded bars identify changed objects in the briefcases:

• Red identifies items not in the Briefcase or Teamcenter database.

• Green identifies new items.

• Yellow identifies items that are changed.

Compare a Briefcase file to your site's current Teamcenter data

1. Select the source Briefcase file to compare using any of the methods detailed in Compare Briefcase
files earlier in this section.

2. Select Current State in the TARGET area of the Compare Briefcases panel and click Compare.

Comparing Briefcase files using Current State is available when using Teamcenter 13.3 or later.

Sharing data using PLM XML

PLM XML overview

PLM XML is an open standard for exchanging product life cycle information using several supported
XML schemas. Data represented in these schemas includes product structure, geometry, visualization,
features, application associativity, data ownership, and deltas (changes).

Export and import PLM XML when you need to share Teamcenter data with organizations not using
Teamcenter or for use with third-party applications. You can use PLM XML to share Teamcenter objects
such as items, datasets, BOMs, forms, and folders. You can also use PLM XML to share system data such
as business rules and organization data.

Using transfer mode objects created using PLM XML/TC XML Export Import Administration, you can
tightly control the scope, versions, and formats of the data being shared by applying closure (traversal)
rules, filter rules, action rules, and property set rules.

Export data as PLM XML

You can export assemblies, subassemblies, and items as PLM XML. The PLM XML, along with any
attached CAD (or other) data files, is exported to a .zip file for delivery to offline sites.

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You can export objects of any type supported by the PLM XML schemas and specified with the
AWC_PLMXML_export_supported_types preference.

Export the data to a .zip file

1. Select the assembly, subassembly, or items to be exported and click More commands > Import/
Export > PLM XML Export to display the PLM XML Export panel.

2. Accept the default exported PLM XML file name or update it as necessary.

3. Select the transfer mode containing the rules appropriate for your export.

4. Specify the configuration rules to use when exporting the objects.

• When you export from a product structure, the configuration rules specified for the entire
product structure are used to configure the exported data. To change the configuration of the
exported objects, adjust the revision and variant rules selected above the product structure as
appropriate.

• When you export from outside of a product structure (for example, from search results or
a folder), specify the rules used to configure the exported data in the PLM Export panel as
appropriate.

5. (Optional) Specify export languages to export as appropriate.

6. Click Export to create the exported PLM XML file. The export begins and you receive an alert when
the export is complete.

Review the export report

You receive a report alert when your export completes. Click the alert to view the export report. Access
all recent alerts from the Subscription tile.

The Properties section of the report includes details about the export such as the type of export, export
completion status, and transfer mode used. Under Related Objects, click on the export log entry to view
a detailed list of actions and results from the export.

Transfer the exported .zip file

The Target Object section of the export report contains a link to the .zip file containing the exported
PLM XML. Download the file and transfer it to the target site by email or other means.

Import PLM XML data

You can import objects and assemblies as PLM XML. The PLM XML, along with any attached CAD (or
other) data files, is imported from a .zip file. This .zip file can be one that was previously created by

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exporting data to PLM XML using Active Workspace. If the .zip file was created using the Teamcenter rich
client or another application, ensure that the .zip file meets the following criteria:

• The .plmxml file in the root of the .zip file must have the same base name as the .zip file.

• The folder containing dataset files in the .zip file must have the same name as the .zip file's base
name.

Import objects in a PLM XML .zip file

1. Select the folder into which you wish to import the contents of the .zip file.

Be aware that even when the PLMXML_put_objects_in_newstuff_on_import preference is set to

TRUE, the data is still imported into this selected folder and not the Newstuff folder. (This result is
different than when importing PLM XML using the Teamcenter rich client.)

If the PLM XML was created by an application other than Teamcenter, be aware of how root objects
are imported by Active Workspace:

• Imported root objects are determined by the traverseRootRefs value of the Header element in
the .zip file's .plmxml file.

• If the .plmxml file contains no traverseRootRefs value, all of the WorkspaceObjects in

the .plmxml file are treated as root objects.

• When importing a BOMLine, its underlying Item is treated as the root object.

2. Click More commands > Import/Export > Import PLM XML to display the Import PLM XML
panel.

3. Use Choose File to locate the .zip file on your local system.

4. Select the transfer mode containing the rules appropriate to use when importing the file.

5. Click Import to import the objects in the .zip file. The import begins and you receive an alert when
the import is complete.

Review the import report and objects

You receive a report alert when your import is complete. Click on the alert to view the report. (Access all
recent alerts from the Subscription tile.)

Related Objects shows the folder in which the objects were imported, In Target Object, view a detailed
list of actions and results during the import.

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Open the Active Workspace folder in which the objects were imported and review the imported
structure.

Sharing data using PDX files

Using PDX files

Export your Teamcenter data in PDX format when you want to share product data and attachments with
business partners who are not running Siemens Digital Industries Software products.

PDX (Product Data eXchange) data is a standardized file format that can be viewed by PDX viewer
applications such as PDXplorer, or used by other systems that support the PDX data format.

Exported PDX data includes assemblies, objects, and attachments. The exported data is packaged in a
compressed file ready for delivery to business partners.

Configure and customize PDX export from Active Workspace using the procedures in Configure PDX data
sharing.

See Share objects as PDX files to export data as PDX files using Active Workspace.

Share objects as PDX files

Use the following steps to share Teamcenter data as PDX files using Active Workspace.

1. Locate and select one or more objects or assemblies from your site to share as PDX data. You can
select and share only objects of the types allowed by your site as PDX data.

If you select more than one line within an assembly, the entire assembly is exported.

If you select multiple assemblies or items from separate assemblies, the exported file contains
multiple root assemblies.

2. Click More commands > Import/Export > Export PDX . The Export PDX panel is displayed
listing several properties that must be set to export the Teamcenter data.

3. From the Transfer Option Set list, select the transfer option set to use when sharing objects as PDX
data. The transfer option set defines the scoping rules for exporting your data to PDX. The available
option sets can be used only to export PDX data, and vary depending on your site's configuration.

4. Your Teamcenter data is exported in a single compressed file. Specify a file name for the exported
PDX file.

5. Specify the configuration rules to use when exporting the objects.

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• When you export from outside of a product structure (for example, from search results or
a folder), specify the rules used to configure the exported data in the Export PDX panel as
appropriate.

6. Optionally limit the number of BOM levels exported to PDX by setting BOM Levels to Export to a
value of 1 to the maximum level of the structure.

7. If Vendor Filter is available, click it to select the vendors for which info is exported. Selecting no
vendors will exclude all manufacturer parts and contact information for all vendors related to the
selected objects or assemblies from being exported.

If Vendor Filter is not available, manufacturer parts and contact information for all vendors related
to the selected objects or assemblies is exported.

8. Review and adjust the transfer options by clicking Override Options on the Export PDX panel.
The available options vary depending on the configuration of the selected transfer option set. The
settings you choose remain selected for future PDX exports in your current session our until you
clear your browser cache.

9. Click Export to create the exported PDX file. The export begins and you receive an alert when the
export is complete.

Review the export report

You receive a report alert when your export completes. Click the alert to view the export report. Access
all recent alerts from the Subscription tile.

The Properties section of the report includes details about the export such as the type of export, export
completion status, and transfer option set used. Under Related Objects, click on the export log entry to
view a detailed list of actions and results from the export.

Transfer the exported .pdx file

The Target Object section of the export report contains a link to the .pdx file containing the exported
data. Download the file and transfer it to the business partners who are not running Siemens Digital
Industries Software products.

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Sharing data using Multi-Site Collaboration

Multi-Site Collaboration overview

Multi-Site Collaboration is an optional feature installed by your administrator. It enables you to securely
share and manage product data across multiple sites in your enterprise.

With Multi-Site Collaboration, primary Teamcenter objects exist at one site (the owning site). You can
publish primary objects, making them available to other sites in your organization (remote sites) for
use. You can then share these objects for replication at specific remote sites, choosing options such
as transferring ownership with the objects, sharing only certain versions of objects, and sharing BOM
structures related to the objects. Remote sites then receive the objects, which are stored as object
replicas at those sites.

Sharing data using Multi-Site Collaboration delivers several benefits:

Provides access to data across the enterprise

Store, locate, view, and use information from any site within your Multi-Site federation; create
references among objects at multiple sites; and build product structures using assemblies and
subassemblies from multiple sites.
Ensures data integrity
When an object is initially created and saved, that instance is considered the primary object unless
there is a transfer of ownership. Updates between primary objects and replicas are synchronized.
Only the primary object can be replicated. You cannot replicate replicas.
Provides data security
To ensure that no unauthorized replicas are created, specific sites are authorized to take transfer of
ownership. Tracking information is stored with the primary object if it is transferred.
Supports auditing and tracking
To ensure that there is only one instance of a primary object, only one site can accept transferred
ownership. A primary object cannot be deleted until all replicas are deleted. This ensures referential
integrity across the Multi-Site federation.

Administrators can view and analyze your organization's history of Multi-Site transactions using charts,
graphs, and detailed object reports. See Monitor data exchange transactions.

Publish objects for access from remote sites

Sites in a distributed network must have some reliable way of controlling which data they want to
share with the rest of the network. With Multi-Site Collaboration, you control this by publishing and
unpublishing objects.

Publishing objects

Publishing an object makes that object available to other sites, allowing them to make local replicas of
the object. When you publish an object, a publication record is created in the ODS (Object Directory

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Services) database that can then be read and searched by other Multi-Site Collaboration sites. Until you
publish an object, it can only be accessed at the local owning site. Other sites cannot access the object.

Publish an object by selecting it, clicking More commands > Share > Publish, and checking one
or more servers to use for publishing. (If your site uses more than one server, consult with your system
administrator for recommendations on the best server to use.) Once published, you can transfer the
object to remote sites.

Unpublishing objects

Unpublishing an object reverts an object to be accessible only by the local owning site.

Unpublish an object by clicking More commands > Share > Unpublish and checking the servers
from which the object is to be unpublished. Once unpublished, if the object is still replicated on a
remote site, it will be shown with a . Hover over the to see the object's status. A best practice is to
remove replicas of unpublished objects from remote sites.

Share objects with other sites using Multi-Site Collaboration

If your organization is using Multi-Site Collaboration, you can share objects from your (local) site
with other (remote) sites in your Multi-Site network, creating replica objects at these other sites. When
sharing, you can specify how site ownership, object ownership, and other transfer options are handled.
Local objects must be published to be shared using Multi-Site Collaboration.

Use the following steps to share objects from your site with a remote site.

1. Locate and select an object from your site to share.

When you search for items, search results include ItemRevision object types by default. Consider
using Advanced Search to locate Item object types.

To share a specific revision of an object, select the revision on the History tab. You can also choose
an item from the Where Used tab and select a specific revision or all revisions of the object.

2. Click More commands > Share > Share with Sites . The Share with Sites pane is
displayed listing target sites and several transfer options.

3. From the Destinations list, check one or more remote sites to be used as target destinations when
transferring the selected object. The Destination list filters as you type; type the first few characters
of the site's name to display the site you want.

4. For Option Set, select the transfer option set to use when sharing objects. The transfer option set
defines the configuration rules when transferring data between sites. The available option sets vary
depending on your site's configuration.

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5. Use the following information to update the remaining settings on the Share with Sites pane as
necessary. Then, click Share to share the selected objects with the destination sites. You receive a
notification when the transfer completes.

Transfer site ownership to the destination site

To transfer site ownership of the selected objects to the destination site, click Transfer Site Ownership.
When you transfer site ownership, all revisions of an item will be shared.

If you transfer an item revision with a sequence, its sequence manager is also transferred.

Siemens Digital Industries Software recommends that you leave Transfer Site Ownership unchecked.

Share only modified objects

To share a workspace object only when it has been modified since the last time it was exported to the
destination site, click Modified Only.

For example, if only the specification dataset was modified, the specification dataset is shared and the
remaining items are not. When sharing with multiple destination sites, an object is shared if it has been
modified since the last export to any of the selected destination sites.

Share different or additional revisions

When you click More commands > Share > Share with Sites with an item selected, you
can share that item or choose to share a specific revision of the item such as the latest revision, latest
working revision, latest release revision, and so on. On the Share with Sites pane, select the revision of
the item to share from the Revision list.

When you click More commands > Share > Share with Sites with a specific item revision
selected, you can share that revision. Optionally, click All Revisions on the Share with Sites pane to
share all versions of the selected item revision.

Share an item and BOM

When you click More commands > Share > Share with Sites with an item revision selected,
you can share that item along with a related configured BOM structure. On the Share with Sites pane,
check Include Structure and select the revision and variant rules defining the appropriate revisions of
parts and assemblies in the product structure to share.

If you check Include Structure with All Revisions selected, the related unconfigured BOM structure is
shared.

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Share item relations

An item or item revision can be related to data, such as datasets, forms, folders, and other items and
item revisions. Relations describe how the other data is associated with the item or item revision.

To share related data, from the Relations list on the Share with Sites pane, check each object relation
to also share with the destination sites.

Change ownership of shared objects

Optionally change the owner of the transferred object once it is transferred to the remote site. Under
OWNER on the Share with Sites pane, click Replace , check the new owner, and click Replace.

Modify transfer options

Review and adjust the transfer options by clicking Override Options on the Share with Sites pane.

The available options vary depending on the configuration of the selected transfer option set. You can
modify the options available to override by editing the transfer option sets as described in PLM XML/TC
XML Export Import Administration and by changing the value of the TransferOptionset preference.

Receive and update objects from remote sites using Multi-Site Collaboration

Use the following steps to import objects recently shared to your site and to update replica objects
at your local site. When updating, you can specify how site ownership, object ownership, and other
transfer options are handled.

Use the following steps to share objects from your site with a remote site.

1. Locate and select one or more replica objects. Replicas on your site are identified with a . Hover
over the to see the name of the remote site.

Objects in a product structure that have not yet been received from their sites will be listed with the
name <REMOTE OBJECT>.

2. Click More commands > Share > Receive from Site . The Receive from Site pane is
displayed listing several transfer options.

3. Select the transfer option set to use when receiving the objects. The transfer option set defines the
configuration rules when transferring data between sites. The available option sets vary depending
on your site's configuration.

4. Use the following information to update the remaining settings on the Receive from Site pane as
necessary. Then, click Receive to update the selected objects at your site. You receive a notification
when the update completes.

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To view the updated objects in a product structure, click Expand > Unpack All.

Transfer site ownership to your site

To transfer site ownership of the selected objects to your site, click Transfer Site Ownership. When you
transfer site ownership, all revisions of an item will be shared.

If you transfer an item revision with a sequence, its sequence manager is also transferred.

Siemens Digital Industries Software recommends that you leave Transfer Site Ownership cleared.

Update only modified objects

To update a workspace object only when it has been modified since the last time it was received, click
Modified Only.

Update different or additional revisions

When you click More commands >Share > Receive from Site with an item selected, you can
update that item or choose to update a specific revision of the item such as the latest revision, latest
working revision, and latest release revision. On the Receive from Site pane, select the revision of the
item to update from the Revision list.

When you click More commands > Share > Receive from Site with a specific item revision
selected, you can share that revision. Optionally, click All Revisions on the Receive from Site pane to
update all versions of the selected item revision.

Update an item and BOM

When you click More commands > Share > Receive from Site with an item revision selected,
you can update that item along with a related configured BOM structure. On the Share from Site pane,
check Include Structure and select the revision and variant rules defining the appropriate revisions of
parts and assemblies in the product structure to update.

If you check Include Structure with All Revisions selected, the related unconfigured BOM structure is
updated.

Update item relations

To update related data, from the Relations list on the Receive from Site pane, check each object
relation to also update.

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Modify transfer options

Review and adjust the transfer options by clicking Override Options on the Receive from Site pane.

Check out and check in objects when using Multi-Site Collaboration

When using Multi-Site Collaboration, Siemens Digital Industries Software recommends you check
out and modify only master objects. The check-out and check-in of objects managed with Multi-Site
Collaboration is the same as in the case of other objects.

If necessary, you can also check out and modify replica objects (identified with a ) on other sites in
your Multi-Site federation. When checking out and checking in replica objects, be aware of the following
items:

• When you check out and check in a remote item, certain related objects such as item revisions and
datasets are also checked out and checked in. The list of related items checked out and checked in is
determined by the values specified in the MultiSiteCICORule closure rule.

• You cannot directly check out and check in remote objects from Structure Manager. Check the remote
objects in and out from outside of the product structure. For example, select the object in the product
structure, click the History tab, select the object, and click More commands > Edit > Checkout
.

• When a replica object is checked out at a remote site, the object cannot be checked out at the master
site.

• When you check in replica objects, the updated data is sent to the master site. Doing so ensures
consistent data across your organization.

• When you check in a modified structure, you are prompted whether to check in the entire structure
and whether to retain ownership of the components at the master site.

When checking in replica objects, you have the following options:

Check in an item revision and BOM

Check Include Structure to check in the item revision and any other new or changed components in the
related configured BOM structure.

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Retain object ownership of new components

To keep site ownership local for any newly created objects being checked in, click Retain Ownership
of Components. If not, ownership of the newly created objects is transferred to the primary site upon
checkin.

Check in data linked to the object using relations

To check in changes to related data, such as datasets, forms, folders, and other items and item revisions,
from the Relations list, select each object relation to also check in at the remote site.

Comparing object properties

You can compare common properties of objects.

• Select multiple objects from the list.

Note:
While in a comparison display from a list, you can use the list to select additional objects or
remove objects.

• To arrange properties in a comparison display, click Table Settings to the right of the column
headings and choose Arrange to display the Arrange panel.

Note:
The columns available for display are specified by administrators.

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When you navigate away from a comparison display, changes made using the Arrange panel
are not retained.

Alternately, to change the column order for closer comparison to another column, click and hold in
the header row, and then drag the column to the desired location.

Note:
While in a comparison display, you can select a column and click Information to display the
object panel to edit properties for that object, or use any other available command and complete
the desired action.

Tracking changes to objects

As an object goes through the change process, the changes (additions, modifications, revisions,
deletions, and replacements) can be tracked to make it easier for you to see what properties of
the object were modified as part of the requested change. You can view these changes by clicking
View > Show Redlines on the object.

Note:
The changes are highlighted only if your site administrator has set the
AWC_Enable_RedLine_feature preference to TRUE.

When you show redlines, changes are displayed on the object using the following highlighting methods:

• Deleted parts are highlighted with a red strikethrough.

• Added parts are highlighted with a green italic font.

• For replaced or revised parts, old and new values are shown side by side.

For more information on tracking changes, in the Change Management help, see Review active or
closed changes for a structure.

Exporting tables to Microsoft Excel

You can quickly export data from tables to Microsoft Excel format to share the data with others who do
not have access to it through your Teamcenter infrastructure and clients.

1. On the table you want to export, click Excel Round-trip > Export to Excel .

The Export to Excel panel opens. The table columns are automatically added to the export and are
displayed in the same order as the table.

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2. Do any of the following:

• To rearrange the order of the table columns prior to export, select the column you want to move
and then click Move up or Move Down to change the order.

• To remove a column, select it and then click Delete .

• To view a list of all the columns for the table, click Add Properties. Columns that are selected
for export are checked. Any columns deleted from the export or which were hidden in Active
Workspace are unchecked. You can restore a hidden or deleted column by selecting it and then
clicking Add.

3. Click Export. The system automatically generates a file name and downloads the Excel
spreadsheet.

Note:
If your browser is set to ask you where to save files before downloading, you can change the
automatically generated file name and save location of the Excel file before downloading it.

Synchronize workflow tasks in Outlook

Synchronize your Teamcenter workflow tasks in Microsoft Outlook so that both your Outlook tasks and
Teamcenter workflow tasks appear in the Outlook task list. This is an easy way to view all your work
tasks displayed in a single list. Open a Teamcenter workflow task to complete the task (or reassign the
task) using Active Workspace.

1. In Outlook, click Tasks.

2. In the Teamcenter tab, click Synchronize Tasks .

3. To review your Teamcenter Inbox in Outlook, click a Teamcenter task.

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4. Alternatively, to open Active Workspace in an Outlook window:

a. Double-click a Teamcenter task.

b. Click the Teamcenter tab.

c. Select Perform Task on the Teamcenter tab to display the Inbox in a task panel.

5. Complete the task using Active Workspace.

Generating and viewing reports

Generate and view predefined reports

Generating reports using Teamcenter predefined reports

You can use Teamcenter predefined reports to generate various types of item, summary, and custom
reports.

Summary and item reports are static reports. They are generated from the persistent properties in a
database. Custom reports are dynamic reports and are generated from the runtime properties in a
database.

• Item report: These are generated in the context of a specific object, for example, reports that show
the BOM list for an item or the workflow sign-off for an item.

• Summary report: These reports collate and summarize similar information, for example, reports that
show entries for all the employees, the items belonging to a user, or the release status of items. These
are generated from Teamcenter saved queries and you need not have to select any objects to run
these reports.

• Custom report: These reports address special cases such as complex processing or calculations done
through custom code or API functions, or when the data comes from external sources. For example,
the reports administrator can create a custom report that generates and displays the BOM line
attributes of a product structure. The BOM line information in the report you generate can change
depending on the type of revision rule applied before generating this report.

Generate an item, summary, or a custom report

You can generate an item report or summary report or a custom report.

Generate an item report

1. Search for an item and select the item revision.

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2. Choose More Commands > New > Generate Report .

3. Select a predefined report.

4. Specify the appropriate criteria or make the appropriate selections.

5. Select a style sheet.

You can select a style sheet with an _html or an _excel suffix to generate the report in HTML or MS
Excel format, respectively.

6. (Optional) To save a report, specify a file name in the Save to File Name box.

You can view this report later from the My Reports or the Printouts tab.

7. (Optional) To generate the report asynchronously, select the Run in Background check box.

By default, this check box is selected if the reports administrator has enabled the Run in Async
check box while defining a report.

8. To create the report, click Generate.

9. To access your saved or asynchronously generated reports, click the PRINTOUTS tile on the home
page.

The reports are available from the Printouts tab.

Some reports can be generated only asynchronously. This depends on how the administrator
configures the report template at your site. Asynchronously generated reports are available from
the Printouts tab.

Generate a summary report or a custom report

Currently, there is no command to select a summary or custom report specifically. When you select a
report from the Templates tab, the Overview tab displays the properties of the report including the
name and the description. Type: 0 indicates a summary report and Type: 2, a custom report.

1. On the HOME page, click the REPORTS tile.

2. Click the Templates tab, select a summary or custom report, and click Open .

Alternatively, click the Templates tab, select a summary or custom report, and choose More
Commands > New > Generate Report .

3. To quickly access a summary or custom report, click Search, for example, change. Then, select the
report and click Open .

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4. For summary reports, specify the appropriate criteria or make the appropriate selections in REPORT
FILTERS.

5. Select a style sheet.

You can select a style sheet with an _html or an _excel suffix to generate the report in HTML or MS
Excel format, respectively.

6. (Optional) To save a report, specify a file name in the Save to File Name box.

You can view this report later from the My Reports or the Printouts tab.

7. (Optional) To generate the report asynchronously, select the Run in Background check box.

By default, this check box is selected if the reports administrator has enabled the Run in Async
check box while defining a report.

8. To create the report, click Generate.

9. To access your saved or asynchronously generated reports, click the PRINTOUTS tile on the home
page.

The reports are available from the Printouts tab.

View reports specific to PLM for Component Manufacturers

When you use Teamcenter as a PLM for Component Manufacturers, you can generate and work with the
following reports:

• Open Programs: Displays a list of programs that are still open.

• My Deliverables: Displays a list of program, project, and event deliverables assigned to you.

• Open Events of Active Programs: Displays a list of open events of all active programs by state and
planned date.

• Deliverables of active programs: Displays a list of deliverables of active programs sorted by due date
and responsible user.

• Events of program: Displays a list of all events that are a part of a program.

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• Deliverables of program by responsible user: Displays a list of all deliverables that are a part of a
program and is sorted by responsible users.

• Open problem reports: Displays a list of all problem reports that are open.

• Design report: Displays a list of all designs sorted by release status.

• Product design report: Displays a list of all product designs sorted by release status.

Generate active reports

Active reports overview

Active reports are report definitions that identify the content you want to include in reports. You can
create report definitions for active summary reports and active item reports dynamically and add them
to the database. You can select a layout and add charts and a table. After previewing and saving an
active report, you can search for it and rerun the saved report to fetch the latest data from the database.

• Active summary reports collate and summarize similar information, for example, reports that show
entries for all the employees, the items belonging to a user, or the items released in the current
month.

• Active item reports are generated in the context of a specific object, for example, reports that show all
solution items for a selected Change Revision or all attachments for a selected Item Revision.

Some business objects such as programs do not have the Reports tab enabled by default. In such cases,
you cannot view the Active item report. The reports administrator or a user with DBA privileges can
modify style sheets to enable this tab. For more information, see Report Builder on Support Center.

View My Dashboard reports

My Dashboard is a personalized list of your favorite reports. It contains Active Summary reports.

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1. On the Home page, click the Reports tile.

By default, the available reports are displayed as thumbnails in My Dashboard.

2. To open the report, hover over the report title until a link appears, and click the title link to open it.

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3. Drill down the report to find specific data.

Example:

a. Open the My Modified Objects report.

b. In the Objects By my Login Group pie chart, click the area specific to a group, for example,
the Engineering group. The chart and the table area show objects specific to the Engineering
group. Click the following button to close this view.

c. In the Objects by Type area, click the Item Revision line chart. The Item Revision chart area
shows the Objects By my Login Group pie chart specific to item revisions.

The table shows the item revisions by name, ID, group ID, and the last modifying user. If the
objects have a release status, the Object by Release pie chart displays how many objects are
unassigned or released.

4. (Optional) Open the report and if the report contains data in a tabular format at the bottom, click
the table header of the column you want to sort and choose the appropriate option. You can also
select an operator for further filtering. The valid operators are Contains, Does not contain, Begins
with, Ends with, Equals, and Does not equal. For example, for a BOM readiness report, you can
select Contains and type released to find the released item revisions.

5. (Optional) To remove the report from My Dashboard, select the report tile, choose More
Commands, and select Remove.

6. To add a report from My Dashboard, click Add , search for the report in the Add Report panel,
select it, and click the Add button.

If you select an active item report, you must specify the item related to this report. To do so, click
the Add button in the ITEM area of the Add Report panel, search for the item, select it, and click
the Add button.

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7. Display the table tile on My Dashboard.

You can optionally display the table tile on My Dashboard for an existing summary or item report.

You can open an object or sort, hide, or freeze columns directly from the table tile. Additionally,
you can select multiple objects from the table tile, copy them, or add them to My Changes, or
perform some other similar action.

a. In Templates, select the report for which you want to display the table tile on My Dashboard.

b. Choose More Commands > Edit > Edit Report and select Set Layout.

c. In Table, if you have not selected columns, select them as appropriate, select Template, click
Edit, select Table from Thumbnail list, and click Save.

In reports, you can set one of the three charts or the table as the thumbnail.

d. Navigate to My Dashboard.

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The report you modified displays the table tile.

Duplicate an existing template and modify it to create a new report

Only the owner of the templates can edit them. However, other users can duplicate existing templates
and modify them to create new reports.

1. On the Home page, click the REPORTS tile.

2. Choose the Templates page, search for the template you want to duplicate, and select it.

3. To duplicate the template, choose More Commands > New > Save As .

4. Change the name, description, and ID as appropriate, and click the Save button.

You cannot edit default report templates containing custom data providers such as Workflows
initiated by my groups.

5. Search and open the template you duplicated.

6. Choose More Commands > Edit > Edit Report .

7. Make the required changes and save the template.

Share report templates across users, roles, groups, and projects

You can share the templates you create across users, roles, groups, and projects.

When you create a report template, it is not available by default for other users to use. You must share
report templates you create across users, roles, groups, and projects. The report templates you share are
available in the Templates tab and the Generate Report panel.

Procedure

1. On the Home page, click the Reports tile, and choose Templates.

2. Search for the template you have created, select it, and choose More Commands > Share > Share.

3. To share this template with all users, choose All users (Public).

4. Share this template with selected users.

You can share templates with selected users, roles, or groups in the organization, or across projects.

a. To share this template with selected users, choose Selected users only.

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b. From the Available section, select Users, Organization, or Projects as appropriate.

c. Make the appropriate selections from Available and click to move them to Shared With.

5. To share the template, click Save.

Create and generate an active summary report

You can create summary reports to collate and summarize similar information, for example, reports that
show entries for all the employees, the items belonging to a user, or the release status of items.

The process for creating and generating an active summary report is as follows:

Example:
Create a report for all business objects created by the current logged-on user for the current
month. This is a generic report and it can be used by another user to view the business objects
created by that user.

Procedure

1. (Optional) Create the report definition and add the data for the report.

a. On the HOME page, click the REPORTS tile.

b. In My Dashboard or Templates, choose More Commands > New > Create Report .

c. To create a summary report, from the Type list, select Active summary report. This is the
default type.

d. Search for the data you want in the report.

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In this example, a report is created for all business objects created by the current logged-on
user for the current month.

A. In the Search Data panel, search for the data you want to include in the report.

For example, type Owner:$ME and click Search to fetch all the objects owned by the
currently logged-on user. The keyword for this is $ME.

To further filter your search criteria, for example, to fetch all objects created this month,
modify the query as Owner:$ME AND "Creation Date":$THIS_MONTH and click Search.

Search criteria examples:

All item revision objects created in the • ItemRevision AND "Date

last seven, fourteen, or thirty days Modified":$LAST_7_DAYS
• ItemRevision AND "Date
Modified":$LAST_14_DAYS
• ItemRevision AND "Date
Modified":$LAST_30_DAYS
All item revision objects created in the • ItemRevision AND "Date
current or last one year Modified":$THIS_YEAR
• ItemRevision AND "Date
Modified":$LAST_YEAR
All objects created by the logged-on • Owner:$ME AND "Date
user in this month or last one month Modified":$THIS_MONTH
• Owner:$ME AND "Date
Modified":$LAST_MONTH
All released objects in the last three "Release Status":* AND "Date
months Released":$LAST_3_MONTHS
Dashboard for objects modified by the "Last Modifying User":$ME AND
logged-on user in the current year "Group ID":$MY_GROUP AND "Date
Modified":$THIS_YEAR
All change requests, change notices, ChangeRequestRevision AND
or problem reports created in the "Creation Date":$THIS_YEAR
current year
OR
ChangeNoticeRevision AND "Creation
Date":$THIS_YEAR
OR
ProblemReportRevision AND "Creation
Date":$THIS_YEAR

B. To include the data in the report, click Save.

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2. Select a layout for the report and add charts.

You must first create the report definition and add the data for the report before you can select a
layout and add charts and a table.

a. Specify a report title.

b. Specify the number of charts you want to add for this report by selecting the appropriate
option.

c. Select Bar Chart, Pie Chart, or Line Chart for the type of chart you want to create.

d. To create a layout for the report, click Edit above the chart.

e. To add a property for the chart, from the Chart On list, select a value, for example, Status.

f. Specify a title for the chart type or accept the default title.

g. To save this chart type, click Save.

h. To add the second and third charts, repeat the above steps. You can choose other properties
for the second and the third chart, for example, State and Priority, respectively.

i. After creating more than one chart, to move the chart, click … More Commands and select
the appropriate option.

3. To display the data in a tabular format, add a table for the report.

a. In the Table area, click Table Settings > Arrange.

b. From Available Columns, select column name properties such as Object, Task Type,
Description, State, and Status, and click to move them to Displayed Columns.

c. (Optional) To rearrange the columns in the table, in the Column Name area, select a column
name, click the column widget, and move the column up or down.

d. To save the column arrangement, click Arrange.

e. (Optional) You can add additional columns to the table if the

REPORT_AW_ObjectType_Properties site preference is enabled.

4. Save the report as a template.

a. To save the report as a template, click Save as Template .

b. (Mandatory) Specify a name for the report.

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c. (Optional) Include a description.

d. (Mandatory) Specify an ID for the report or accept the default ID for the report.

e. (Optional) Specify a Thumbnail for the report or accept the default value.

f. (Optional) To include the report in My Dashboard, select the Add to Dashboard check box.

g. Click Save.

5. Edit the report from the Templates page.

a. Navigate to the Templates location.

b. Search for the report definition you want to edit, select it, and choose More Commands >
Edit > Edit Report .

c. Make the necessary changes and save the report.

6. Generate the report.

a. From the Templates page, select the report you want to generate.

b. To generate the report, click Open .

The report is generated by fetching the latest data from the database.

Perform a search and convert the search results to an active summary report

You can perform a search and convert the search results to a summary report.

Summary reports are used to collate and summarize similar information, for example, reports that show
entries for all the employees, the items belonging to a user, or the release status of items.

Procedure

1. Create a search.

a. Perform a search, for example, type change in the search box.

b. Select a filter, for example, ChangeRequest from the Category filter.

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c. Select other filters as appropriate.

2. Create the report.

a. Choose More Commands > New > Create Report.

b. Select Active summary report and click Create.

3. Select a layout for the report and add charts.

You must first create the report definition and add the data for the report before you can select a
layout and add charts and a table.

a. Specify a report title.

b. Specify the number of charts you want to add for this report by selecting the appropriate
option.

c. Select Bar Chart, Pie Chart, or Line Chart for the type of chart you want to create.

d. To create a layout for the report, click Edit above the chart.

e. To add a property for the chart, from the Chart On list, select a value, for example, Type.

f. Specify a title for the chart type or accept the default title.

g. To save this chart type, click Save.

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h. To add the second and third charts, repeat the above steps. You can choose other properties
for the second and the third chart, for example, Owner and Change Maturity, respectively.

4. To display the data in a tabular format, add a table for the report.

a. In the Table area, click Table Settings > Arrange.

b. From Available Columns, select column name properties such as Object, Type, Owner,
Disposition, Closure, Maturity, Group ID, and Creation Date and click to move them to
Displayed Columns.

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c. (Optional) To rearrange the columns in the table, in the Column Name area, select a column
name, click the column widget, and move the column up or down.

d. To save the column arrangement, click Arrange.

e. (Optional) You can add additional columns to the table if the

REPORT_AW_ObjectType_Properties site preference is enabled.

5. Save the report as a template.

a. To save the report as a template, click Save as Template .

b. (Mandatory) Specify a name for the report.

c. (Optional) Include a description.

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d. (Mandatory) Specify an ID for the report or accept the default ID for the report.

e. (Optional) Specify a Thumbnail for the report or accept the default value.

f. (Optional) To include the report in My Dashboard, select the Add to Dashboard check box.

g. Click Save.

6. Generate the report.

a. From the Templates page, select the report you want to generate.

b. To generate the report, click Open .

The report is generated by fetching the latest data from the database.

Create an active item report for a program

You can create an active item report for a program

The process for creating and generating an active item report is as follows:

Procedure

1. Search for the program, select it, apply appropriate filters, click More Commands > New > Create
Report and select Active item report.

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Alternatively, create the report definition and add the data for the report by performing the
following steps:

a. On the HOME page, click the REPORTS tile.

b. In My Dashboard or Templates, choose More Commands > New > Create Report.

c. To create an item report, from the Type menu, select Active item report.

d. Search for the data you want to include in the report in the Search Item panel, select it, and
click Select.

Example:

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2. Add relations for the report.

a. To add the relations, click Add and click Pin Panel to add multiple relations.

The system displays all the possible relations of the source object.

Column name Description

Relation (Object) Displays the relation name and the type of object this particular relation
returns.
Relation Type Displays the relation type such as primary, secondary, reference, or
referenced by.
Count Displays the number of objects that are related.

b. Select the appropriate relation object and click Add. Keep adding relations as appropriate.

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Example:

3. Select a layout for the report and add charts

You must first create the report definition and add the data for the report before you can select a
layout and add charts and a table.

a. Specify a report title.

b. Specify the number of charts you want to add for this report by selecting the appropriate
option.

c. Select Bar Chart, Pie Chart, or Line Chart for the type of chart you want to create.

d. To create a layout for the report, click Edit.

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e. To add a property for the chart, from the Chart On list, select a value, for example, State.

f. To add the second and third charts, repeat the above steps. You can choose other properties
for the second and the third chart, for example, Status and Work Complete Percent,
respectively.

To use additional Chart On properties, use the

REPORT_AW_ItemReport_Objects_FilterProperties preference.

You can work with all Teamcenter preferences from within Active Workspace by using the
Preferences page.

For information about retrieving a list of preferences, see Where can I get a list of preferences?
in Active Workspace Administration on Support Center.

g. Specify a title for the chart type or accept the default title.

h. To save this chart type, click Save.

i. After creating more than one chart, to move the chart, click … More Commands and select
the appropriate option.

4. To display the data in a tabular format, add a table for the report.

a. In the TABLE area, click Table Settings > Arrange.

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b. From Available Columns, select column name properties such as State, Status, Object,
Finish Date, Schedule, and Actual Start Date, and click to move them to Displayed
Columns.

c. (Optional) To rearrange the columns in the table, in the Column Name area, select a column
name, click the column widget, and move the column up or down.

d. To save the column arrangement, click Arrange.

e. (Optional) You can add additional columns to the table if the

REPORT_AW_ObjectType_Properties site preference is enabled.

5. Add filters to the relations you have added. You can add filters, for example, to display only
schedules that are in progress or display only tasks that are complete or not started.

a. To display only schedules that are in progress in the report you are creating, select Edit
Relations and click Add Filter.

The system displays a warning message.

b. Select Keep to retain dependent relations.

c. Select In Progress from the State filter and click Add Filter.

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d. To display only tasks that are complete or not started in the report you are creating, repeat
step a and step b.

e. Select Completed and Not Started from the State filter and click Add Filter.

6. Save the report as a template.

a. To save the report as a template, click Save as Template.

b. (Mandatory) Specify a name for the report.

c. (Optional) Include a description.

d. Click Save.

7. Edit the report from Templates.

a. Navigate to the Templates location.

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b. Search for the report definition you want to edit, select it, and choose More Commands >
Edit > Edit Report.

c. Make the necessary changes and save the report.

8. Generate the report.

a. Search for the object for which you want to generate the report.

b. Select the object, and choose More Commands > New > Generate Report.

c. Select the report you created and click Generate.

The report is generated by fetching the latest data from the database.

9. Drill down the report to find specific data.

a. Select a specific area of the chart, for example, Complete in the State or Status charts.

The chart and the table area show objects specific to the selection.

b. Click the State Complete button to close this view.

c. Click the bar chart in the Work Complete Percent area.

The chart and the table area show objects specific to the selection.

d. Click the Work Complete Percent button to close this view.

Create an active item report for scheduled tasks

You can create an active item report for scheduled tasks.

The process for creating and generating an active item report is as follows:

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Procedure

1. (Optional) Create the sample data for scheduled tasks.

The following procedures are optional. These tasks have a schedule object as the parent in this
example. At your site, you can search for the appropriate object to add as the sample source to
validate the related data.

a. On the HOME page, click the Schedules tile.

b. Choose More Commands > New > Create Schedule > Schedule and specify the name as
Test_Schedule.

c. Specify information as appropriate and click Create.

d. Open the schedule you created, click the Tasks tab, click Add Schedule Task and select
Schedule Task.

e. Specify the name, add other information as appropriate, and click Add.

2. Create the report definition and add the data for the report.

a. On the HOME page, click the REPORTS tile.

b. In My Dashboard or Templates, choose More Commands > New > Create Report.

c. To create an item report, from the Type menu, select Active item report.

3. Search for the data you want to include in the report.

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a. To search for the item you want to include in the report, type, search for a schedule in the
Search Item panel, select it, and click Select.

In this example, you can search for Test_Schedule as per the sample data you created.

b. To add the relations, click Add and click Pin Panel to add multiple relations.

The system displays all the possible relations of the source object.

Column name Description

c. Select the appropriate relation object and click Add. Keep adding relations as appropriate.

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4. Select a layout for the report and add charts

You must first create the report definition and add the data for the report before you can select a
layout and add charts and a table.

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a. Specify a report title.

b. Specify the number of charts you want to add for this report by selecting the appropriate
option.

c. Select Bar Chart, Pie Chart, or Line Chart for the type of chart you want to create.

d. To create a layout for the report, click Edit.

e. To add a property for the chart, from the Chart On list, select a value, for example, Status.

f. Specify a title for the chart type or accept the default title.

g. To save this chart type, click Save.

h. To add the second and third charts, repeat the above steps. You can choose other properties
for the second and the third chart, for example, State and Priority, respectively.

To use additional Chart On properties, use the

REPORT_AW_ItemReport_Objects_FilterProperties preference.

You can work with all Teamcenter preferences from within Active Workspace by using the
Preferences page.

For information about retrieving a list of preferences, see Where can I get a list of preferences?
in Active Workspace Administration on Support Center.

i. After creating more than one chart, to move the chart, click … More Commands and select
the appropriate option.

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5. To display the data in a tabular format, add a table for the report.

a. In the TABLE area, click Table Settings > Arrange.

b. From Available Columns, select column name properties such as Object, Task Type,
Description, State, and Status, and click to move them to Displayed Columns.

c. (Optional) To rearrange the columns in the table, in the Column Name area, select a column
name, click the column widget, and move the column up or down.

d. To save the column arrangement, click Arrange.

e. (Optional) To add additional columns to the table, use the

REPORT_AW_ObjectType_Properties preference.

6. Save the report as a template.

a. To save the report as a template, click Save as Template.

b. (Mandatory) Specify a name for the report.

c. (Optional) Include a description.

d. Click Save.

7. Edit the report from Templates.

a. Navigate to the Templates location.

b. Search for the report definition you want to edit, select it, and choose More Commands >
Edit > Edit Report.

c. Make the necessary changes and save the report.

8. Generate the report.

a. Search for the object for which you want to generate the report.

b. Select the object, and choose More Commands > New > Generate Report.

c. Select the report you created and click Generate.

The report is generated by fetching the latest data from the database.

d. (Optional) Create another schedule task.

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A. Open the schedule you created, click the Tasks tab, click Add Schedule Task , and
select Schedule Task.

B. Specify a name, add other information as appropriate, and click Add.

C. (Optional) Run the report again to see the new scheduled task.

Create an active item report for change requests

You can create an active item report for change requests.

The process for creating and generating an active item report is as follows:

Procedure

1. (Optional) Create the sample data for the change request.

The following procedures are optional. These change requests have part revisions as a problem
item in this example. At your site, you can search for the appropriate object to add as the sample
source to validate the related data.

a. Select Explorer and choose More Commands > New > Add > Part and specify the name
as Test_Part.

b. In Explorer, select the part you created and choose More Commands > New > Create
Change > Change Request, fill the required boxes, and click Create and Submit.

c. Open the change request and choose the Affected Items tab. It displays the Test_Part part
revision. In this example, while creating the report, a backward traversal rule is being created
from the part revision to the change request.

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d. Open the part revision and choose the Changes tab. This part has a relation type of Problems
with the change request you created.

2. Create the report definition and add the data for the report.

a. On the HOME page, click the REPORTS tile.

b. In My Dashboard or Templates, choose More Commands > New > Create Report.

c. To create an item report, from the Type list, select Active item report.

3. Search for the data you want to include in the report.

a. To search for the item you want to include in the report, click Search Item.

For example, type Test_Part to search for a part in the Search Item panel, select it, and click
Select.

b. To add the relations, click Add Relations and click Pin Panel to add multiple relations.

The system displays all the possible relations of the source object.

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Column name Description

c. Select the appropriate relation object and click Add. Keep adding relations as appropriate.

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4. Select a layout for the report and add charts.

You must first create the report definition and add the data for the report before you can select a
layout and add charts and a table.

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a. Specify a report title.

b. Specify the number of charts you want to add for this report by selecting the appropriate
option.

c. Select Bar Chart, Pie Chart, or Line Chart for the type of chart you want to create.

d. To create a layout for the report, click Edit.

e. To add a property for the chart, from the Chart On list, select a value, for example, Status.

f. Specify a title for the chart type or accept the default title.

g. To save this chart type, click Save.

h. To add the second and third charts, repeat the above steps. You can choose other properties
for the second and the third chart, for example, State and Priority, respectively.

To use additional Chart On properties, use the

REPORT_AW_ItemReport_Objects_FilterProperties preference.

You can work with all Teamcenter preferences using Active Workspace by using the
Preferences page.

For information about retrieving a list of preferences, see Where can I get a list of preferences?
in Active Workspace Administration on Support Center.

i. After creating more than one chart, to move the chart, click … More Commands and select
the appropriate option.

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5. To display the data in a tabular format, add a table for the report.

a. In the TABLE area, click Table Settings > Arrange.

b. From Available Columns, select column name properties such as Maturity, Disposition,
Closure, and Creation Date, and click to move them to Displayed Columns.

c. (Optional) To rearrange the columns in the table, in the Column Name area, select a column
name, click the column widget, and move the column up or down.

d. To save the column arrangement, click Arrange.

e. (Optional) To add additional columns to the table, use the

REPORT_AW_ObjectType_Properties preference.

6. Save the report as a template.

a. To save the report as a template, click Save as Template.

b. (Mandatory) Specify a name for the report.

c. (Optional) Include a description.

d. Click Save.

7. Edit the report from Templates.

a. Navigate to the Templates location.

b. Search for the report definition you want to edit, select it, and choose More Commands >
Edit > Edit Report.

c. Make the necessary changes and save the report.

8. Generate the report.

a. Search for the object for which you want to generate the report.

b. Select the object, and choose More Commands > New > Generate Report.

c. Select the report you created and click Generate.

The report is generated by fetching the latest data from the database.

d. (Optional) Create another schedule task.

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A. Open the schedule you created, click the Tasks tab, click Add Schedule Task , and
select Schedule Task.

B. Specify a name, add other information as appropriate, and click Add.

C. (Optional) Run the report again to see the new scheduled task.

Viewing access rights

If your administrator has enabled the Access tab and granted you access, you can view access rights on
a selected object by clicking the Access tab.

The tab contains three sections.

Access rights Filters for user, group, role and project define the context in which user rights to the
context currently selected object are evaluated.

Initially, the filters are set for the current user session context. You (and those users
who have been granted permission by means of BMIDE conditions) can use the lists to
select another combination of user, group, role and project for which you want to view
the associated access rights for the currently selected object.

Changes to these lists are applied when you click Show Access Rights.
ACCESS Lists the operations granted to the filtered combination of user, group, role and project.
RIGHTS
ASSOCIATED Lists the rules associated with the given object and selected operation.
RULES

Example:
In this example, user Ed can view his access rights and associated rules for his role as designer
in the Engineering group working on a motor shaft. Here Ed can see what rule grants him copy
privileges for item revisions on which he is working.

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Using Projects

What are projects and programs?

Companies have programs that usually include cross-functional teams. These programs can have a
collection of related projects under them, each of which focuses on a specific tangible output.

A typical project comprises a group of users each having one or more roles.

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The Teamcenter Project application enables you to organize your data and control access to a collection
of related data, which may be accessible to multiple organizations. These organizations can include
project teams, development teams, suppliers, and customers.

Why do I want to use Projects?

You can use the PROJECTS tile on your home page to access your programs and projects. If you are
a privileged team member you can manage your programs and projects by assigning or removing
objects from them. If you are a project administrator, you can create and modify projects and programs
and manage your team members.

However, you must use the rich client to delete projects and programs. You must also use the rich client
to create and manage single-level hierarchical projects.

What privileges do project administrators and team members have?

The following table describes the privileges of the project administrators and team members.

Add or
remove members, Assign or remove
assign status, objects from
Create projects including team projects and
and programs administrator programs View objects
Project Yes Yes Yes Yes
Administrator
Team Yes Yes Yes
Administrator1
Privileged team Yes Yes
member
Non-privileged Yes
team member

Create a project or a program

In Active Workspace, if you are a Project Administrator or have DBA privileges, you can create a project
or a program either by using:

• Add Project to add a new project or program.

• Save As to leverage your existing project or program to define a new project or program.

1 There can be multiple team administrators for each project or program. This is often necessary to balance resource
management tasks for large projects.

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Add a new project or program

1. From the Projects location, click New > Add Project using the primary toolbar. Or, you can
click Add Project from the results panel toolbar if you do not have a project already selected in
the primary work area.

To create multiple projects or programs, click Pin Panel on the Add Project pane.

2. Enter the ID and name of the new project or program.

Project and program names must be unique within your site. Also, they cannot have the same
name as any group within your site.

3. (Optional) Add a description.

4. (Optional) Select a project category from the drop-down list: Internal, Partner, or Supplier.

Project categories allow you to control access to objects in a project without using access control
rules. You can define project categories using the Fnd0ProjectCategories list of values (LOV).

5. From the Security section, select either Project (default) or Program.

6. Click Add.

Your newly created project or program appears at the top of the Projects list and is highlighted. By
default, it is set to Active and Visible, as shown in the PROPERTIES section.

You are also added in the TEAM MEMBERS section as both the Project Administrator and Team
Administrator for the newly created project or program.

Leverage your existing project or program

1. From the Projects location, select an existing project or program for which you are a Project
Administrator or have DBA privileges.

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2. Click Save As from the results panel toolbar. Or, you can click New > Save As using the
primary toolbar.

To create multiple projects or programs, click Pin Panel on the Save As New Project pane.

3. Edit the ID and name of the new project or program to make them unique.

Project and program names must be unique within your site. Also, they cannot have the same
name as any group within your site.

4. (Optional) Modify the description.

5. (Optional) Modify the project category by selecting a project category from the drop-down list:
Internal, Partner, or Supplier.

Project categories allow you to control access to objects in a project without using access control
rules.

You can define project categories using the Fnd0ProjectCategories list of values (LOV).

6. (Optional) From the Security section, select Include project data and libraries.

7. Click Save.

Your newly created project or program appears at the top of the Projects list and is highlighted.
By default, the newly created project or program is set to Active and Visible, as shown in the
PROPERTIES section.

By default, the project or program team, along with the accompanying metadata, gets copied to
the newly created project or program.

If you selected Include project data and libraries, you can open your newly created project and
select the Contents tab to verify the project data and libraries were successfully included.

Managing projects and project folders in Explorer

Browse projects and project data

You can view the projects of which you are a member, and browse categorized lists of the data in those
projects. The Project Data folder on your Explorer page provides read-only access to this information.

Prerequisites

You can always view the Project Data folder but you must be a member of one or more projects before
any project data appears there.

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Procedure

1. In the global navigation area, select Home .

2. On the Home page click the EXPLORER tile.

A tree view of your folders appears.

3. Expand the Project Data folder.

The view displays a folder for each of your projects. You can expand these to browse different types
of data objects in those projects.

Results

A list of folders representing projects of which you are a member (2) appears under the Project Data
folder (1). Each project folder expands to show nodes for object types (3). You can expand each object
type node to see the objects of that type in the selected project. The default object types are Items,
Parts, Documents, Change requests, and Files. Project data that is assigned to the project but does not
apply to the available object type folders can be displayed in two ways:

• By default, in a More project data folder in the project folder.

• As a list in the project folder. To organize the project data as a list in the project folder, access the
Search Settings panel and clear Show the more project data folder.

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Note:
An administrator can customize the folder content, so what you see when you expand it might
differ from the default. Note that the Project Data folder appears in the tree even if your
organization does not use projects.

Create a new project from Explorer

You can create a new project while working with your projects and project data in Explorer.

Prerequisites

You must have permissions to create a new project.

Procedure

1. In Explorer, select the Project Data folder.

2. Click Create Project .

3. In the Add Project panel, define the project:

a. Enter the ID and Name for the project.

b. Optionally, enter a Description and select a Project Category for the project.

c. Select Project or Program.

4. Click Add.

The project is created and appears in the Project Data folder.

Add objects to an existing project using Explorer

You can add objects to an existing project while working with your projects and project data in Explorer
using one of the following methods:

• Add an object to a project.

• Upload a file to a project.

• Drag and drop an object into a project.

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Add an object to a project

1. In Explorer, expand the Project Data folder.

2. Select the project folder to which you want to add an object.

3. Click Add .

4. In the Add panel, select the object you want to add in one of the following ways:

• Use New to create a new object for the project. Select the Type and enter the applicable
Properties.

• Use Palette to select an existing object that was recently accessed or saved.

• Use Search to find an existing object.

5. Click Add.

The object is added to the project. Depending on the configuration set by your administrator for the
project data folders, it may be a few minutes until the object is categorized into the applicable folder in
the project folder.

Upload a file to a project

1. In Explorer, expand the Project Data folder.

2. Select the project folder to which you want to add an object.

3. Click Upload .

4. Select the file you want to upload.

5. Click Add.

The uploaded file is added to the applicable object type folder in the project folder.

Drag and drop an object into a project

1. In Explorer, expand the Project Data folder.

2. Expand the folder that contains the object you want to add to a project.

3. Click on the object you want to add and drag it to the applicable project folder.

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The object is added to the applicable object type folder in the project folder.

Remove objects from a project using Explorer

You can remove an object from a project while working with your projects and project data in Explorer.

Procedure

1. In Explorer, expand the Project Data folder.

2. Expand the project folder from which you want to remove an object.

3. Select the object type folder from which you want to remove an object.

4. In Contents, select the object you want to remove.

5. Click Remove .

Modify projects and programs

Edit project and program properties and team members

This topic describes several actions and relevant procedures you can perform to modify project or
program properties, and manage team members and their project assignments.

In the Projects location, you can use the Overview tab to:

• Edit your project or program properties.

• Add or remove team members.

• Assign status.

• Use search and facet filtering to locate team members.

• Assign a default project for your team member.

Edit your project and program properties

In the PROPERTIES section, you can modify your project and program properties by selecting Edit >
Start Edit in such circumstances where you may want to:

• Change project category from Internal to Supplier, for example.

• Remove Active status if your project or program is no longer active.

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• Remove Visible status if your project or program is no longer active.

Add or remove team members

In the TEAM MEMBERS section, you can add users, roles, or groups to your team by clicking Add to
display the Organization panel with filtering capability. You can use the filtering capability of this panel
to filter by in context or by category (group, role, or user).

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Example 1 - Filter by any string

1. Filter by any string, for example, Ed, to display the matching nodes where user Ed appears in your
organization.

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2. To add Ed in his role as a 4GBOM Analyst to your team, click Add. He has Non-privileged status
on the project. You can assign him a different status.

Example 2 - Facet filter to add all users of a role within a specific group to add to a project team

1. To add all users with the role of Designer in the Design Engineering group, filter on the Designer
role and select the Design Engineering group.

2. Click Add.

Two designers have been added to the project.

Note:
One of the two designers added has Privileged status because the user was assigned
Privileged status in another role in this same project.

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Example 3 - Facet filter to add groups and roles to a project team

1. Use multi-select facet filtering to select groups and roles from which you want to select roles and
users.

2. Expand the results, select the roles and users you want to add to your project, and click Add.

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3. In this case, the selected role and users are added to the project.

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Assign status

As the creator of the project or program, you are automatically assigned both Project Administrator and
Team Administrator status.

Use the Set Privileged , Set Non-privileged , and Set Team Administrator to assign status to
your team members.

Use search and facet filtering to locate team members

You can perform search, sort, and facet filtering on each of the columns (Name, Type, and Status).

Example 1 - Locate team member, Manny, using search

For example, to locate team member, Manny, click the Name header to display the filter and type
Manny in the search box.

Example 2 - Locate all Engineering users with status of Privileged using search and facet filtering

Both search and facet filtering enable you to quickly identify all Engineering team members with
Privileged status.

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1. Search the Name column for names containing eng.

2. Use facet filtering to filter the Type column by selecting User.

3. Use facet filtering to filter the Status column by selecting Privileged.

To search column... Do...

Name for all users with eng in their name Search for eng.
Type to select type User Select the User facet.
Status to select Privileged status Select the Privileged facet.

You can sort your results in the table by clicking the column header and choosing to sort by
ascending, descending, or no sorting.

To clear all filters, click Table Settings > Clear all filters.

Assign a default project for your team member

As a team administrator, you can assign a default project to a team member.

1. Select a program for which you are an administrator.

2. In the TEAM MEMBERS section, select one or multiple team members from the list of users in the
program's TEAM MEMBERS section and click Set Default Project.

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The user can confirm their default project from the global header, by clicking the profile icon. For
example, Manny's default project is shown as P101.

Add or remove objects to or from projects

If you are a privileged member in one or more projects, you can add objects, such as parts and
documents, to projects, or remove objects from projects.

1. Select one or more parts, documents, or other objects.

2. Click Manage > Projects .

The Projects pane is displayed with Member of and Available lists.

3. You add or remove the selected objects to or from a project.

• In the Available project list, select a project and click Add Project to move the project to the
Member of project list.

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• In the Member of project list, select a project click Remove Project to move the project to the
Available project list.

4. Associate the objects with This Revision or All Revisions.

5. Click Save to complete the action.

Assign or remove assemblies to or from projects

If you are a privileged member in one or more projects, you can assign or remove assemblies to or from
projects.

1. Select one or more assemblies.

2. Click Manage > Projects .

The Projects pane is displayed with Member of and Available lists.

3. Select a project.

• In the Available project list, click Add Project to move the project to the Member of project
list.

• In the Member of project list, click Remove Project to move the project to the Available
project list.

4. Associate the assembly with This Revision or All Revisions. In addition, you can select either
Entire Structure or at the item level (Level).

5. Click Save.

6. (Optional) You can verify the assignment by viewing the assembly in Structure Manager in the
Teamcenter rich client.

Example

As part of the B-937 project, you can select Cooling Assembly 482-10087 11 as the assembly, associate
it with This Revision, and apply the Level of propagation (0 by default). Designating a propagation level
of zero (0) here allows only the selected revision of the Cooling Assembly 482-10087 11 object to be
assigned to the B-937 project.

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You can confirm this association by viewing the result in Structure Manager in the Teamcenter rich
client.

Assign a project during a Save As operation

If you are a privileged member of one or more projects, you can assign objects, such as parts and
documents, to projects during a Save As operation.

1. Select a part, document, or another object.

2. Click New > Save As .

3. From the PROJECTS section, click Add Project .

4. Select one or more projects from the list of available projects.

5. Click Assign to assign the selected projects to the new item.

6. Click Save to save the projects added.

From the PROJECTS section of the Overview tab of the newly created item, you can verify the
projects that were assigned.

Apply project-level security to selected objects

If you are a privileged member of one or more projects, you can assign project-level security to selected
objects. Security at the item level is applied to all revisions.

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1. Select one or more assemblies.

2. Click Manage > Projects .

The Projects pane is displayed with Member of and Available lists.

3. Select a project.

• In the Available list, click Add Project to move the project to the Member of list.

• In the Member of list, click Remove Project to move the project to the Available list.

4. Associate the assembly with This Revision or All Revisions.

5. Click Save.

Assign a project when creating a revision

If you are a privileged member of one or more projects, you can assign objects, such as parts and
documents, to projects.

1. Select a part, document, or another object.

2. Click New > Revise. .

3. From the Revise dialog box, ensure Revision is set correctly.

4. From the PROJECTS section, click Add Project .

5. Select one or more projects from the list of available projects.

6. Click Assign to assign the selected projects to the new object.

7. Click Save to assign the projects to the new revision.

From the PROJECTS section of the Overview tab of the newly created object, you can verify the
projects that were assigned.

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© 2024 Siemens
6. Communicating across your organization
Exchanging information and ideas in Active Workspace
Securely exchange information and ideas with people both inside and outside your team using the
following methods of communication within Active Workspace:

• Discussions allows you to conduct ongoing discussions on objects you select.

• Subscriptions lets you create notifications for actions on objects, for example, each time an object is
checked out.

Using Discussions

What are discussions?

A discussion is a dialog you create and conduct with others on objects you select, such as items,
parts, and documents. This is done without using public networks by using the internal collaboration
application, Discussions. A discussion can be viewed by those who have privileges to view the object or
it can be private (limited to selected persons). For example, you can interact with your project team and
management to review product content or obtain technical information.

Active Workspace Fundamentals, Teamcenter 2406 6-1

In addition, you can add a product snapshot to a new discussion, or you can create a discussion about
a product snapshot. Product snapshots, which capture the 3D data associated with a product, require
Teamcenter lifecycle visualization.

Use Discuss to gain feedback about objects

The Discuss panel enables you to perform many tasks:

• Create a new discussion to share information with others or use the private message feature to only
include selected participants in your discussion.

• Share a snapshot in a discussion to allow people to talk about what is happening in the view where
the snapshot was taken.

• Use the tracked discussion feature (if enabled) to track the status and priority of your discussion.
For example, if you need to track your discussion with the engineer about your request for a part
modification, you can track the status of your discussion based on whether it is Open, In Progress, or
Closed. This feature must be configured by your administrator. If this feature is enabled, the Tracked
check box is displayed.

• Easily view and reply to all discussions you are following or participating in, including those on
the selected object.

• View automated messages on a discussion that has been updated, for example, if an additional
participant is added to the discussion.

• Follow a particular discussion or all discussions on an object.

• Unfollow a particular discussion or all discussions on an object if you no longer wish to see it in
the Discussions feed location.

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• Edit a discussion you created or are a participant in.

• Edit your own comment on a discussion.

• Delete a discussion. You can do this only if your administrator has configured this delete option for
your group and role.

Create a new discussion

A discussion is a dialog you have with others on objects such as items, parts, and documents.

Create a discussion on an object

A common way to create a discussion is to first locate the object related to the discussion and then
create the discussion on that object. However, you do not have to have the object selected to create a
discussion.

1. Click Discuss on the primary tool bar to display the Discuss panel.

2. Click New Discussion .

• If you had an object selected when you clicked Discuss , that object becomes the source
object and the discussion is created on that object.

• If you did not have an object selected when you clicked Discuss , use Add Source to search
for and select one or more objects on which the discussion is created. Click Add.

You can use Add Source to select additional objects on which the discussion is created.

Note:
If the selected object is a child of a product structure, your discussion is attached to the
revision and not to the occurrence of the revision.

3. Click Add Participant to add one or more participants from your organization (besides yourself)
to the discussion. Select the participant and click Add.

Participants automatically follow the discussion.

4. (Optional) Click the Private Message box to create a discussion viewable only by the participants
added to the discussion. When created, private messages appear with a lock icon.

5. (Optional) Click the Tracked box to track the status and priority of a discussion. This feature must
be configured by your administrator. If this feature is not enabled, the Tracked check box is not
available.

Active Workspace Fundamentals, Teamcenter 2406 6-3

Adjust the status and priority values as necessary. By default, the discussion status is Open and the
priority is Low. You can set the priority (Low, Medium, or High) using the drop-down list.

View tracked discussions from both the Feed and Tracked tabs in the Discussions location on the
global navigation bar.

6. Click in the Message area and compose your message. Use the buttons above the Message area to
format your text and insert images.

7. Click Create to create the discussion on the object.

The new discussion appears on the Discuss panel. Each comment has a time stamp. As the
creator of the discussion, you are automatically set to follow all replies in the new discussion. If you
want to follow discussions other than your own on the object, click Follow to the right of the
selected object name in the Discuss panel.

The new discussion is also displayed in the Discussions location. Click either Discussions on the
global navigation bar or the DISCUSSIONS tile on your home page to view your new discussion.

Create a discussion from the Discussion location

Creating a discussion from the Discussion location is very similar to creating a discussion directly on an
object.

1. On your home page, click the DISCUSSIONS tile to open the Discussions location.

Alternatively, you can click Discussions on the global navigation bar to open the Discussion
location.

2. Click Discuss on the primary tool bar to display the Discuss panel.

3. Use Add Source to search for and select one or more objects on which the discussion is created.
Click Add.

4. Add participants and your message as described in Create a discussion earlier in this topic to finish
creating your discussion.

View and reply to discussions

Once a discussion is created, you can view it and optionally reply to the discussion.

To maintain clarity and context within a discussion, you can also quote a comment when you are
replying to it in the Discussions panel. This ensures that other participants can understand which
comment is being addressed in a discussion.

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1. Click Discussions on the global navigation bar to display the Discussions panel. Here you can
view all discussions on which you are a participant or are following.

If your administrator has enabled tracked discussions, you may need to click on the Feed tab to
see all of your discussions.

Tip:
Alternatively, you can click Discuss on the primary toolbar to display the Discuss panel.
There, click the Feed tab to see all discussions you are participating in or following. Click the
On Object tab to view discussions on the selected object (if you have one selected).

2. To participate in a discussion, choose from one of the following options:

• To add a reply to the discussion, click on the discussion, compose your message in the Reply
area, and then click Reply.

• To quote and reply to a specific comment, choose More > Include in reply. The comment you
are replying appears in the Reply area. Compose your reply, and then click Reply to post your
message with the quoted comment. Your quoted comment is now part of the discussion.

Receiving automated messages and email notifications

You can receive automated messages from discussions in Teamcenter and keep track of discussion
activities by enabling email notifications.

Receive automated messages

If configured by an administrator, an automated message is displayed in the discussion thread when

certain changes take place with discussions. You can also click Alerts to view notifications about
these automated messages. These messages help you stay informed about updates to the discussion's
participants, privacy status, tracked fields, and snapshots.

Automated messages are generated when:

• A participant is added or removed.

• The public or private status changes.

• Either of the tracked fields changes (Status and Priority).

• A snapshot is removed from a discussion.

Active Workspace Fundamentals, Teamcenter 2406 6-5

Receive email notifications

If configured by an administrator, you can choose to receive email notifications for discussion activities to
stay informed about updates and changes.

1. Click your profile icon in the header.

2. Select Manage Profile.

3. In the Notification area, select Notify me by email for discussion activity.

When a comment is posted in the Discussion panel, you receive an email notification containing:

• A link to the discussion feed, which also opens the Discussion panel.

• A link to the source object with the reply.

Follow a discussion

You can receive notifications on all discussions for objects you follow or receive notifications for a
particular discussion.

For example, select Follow to receive notifications when new discussions or replies are made in
relation to the source object. This is especially useful if you want to see responses to an object you own.

1. Select the object and click Discuss on the primary toolbar to display the Discuss panel.

2. To receive notifications, perform either of the following:

• On all discussions about the selected source object.

Click Follow to the right of the object name to follow all discussions on this source object.

• On a particular discussion regarding the selected source object.

Click Follow in the reply area to follow all replies on a particular discussion.

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You can also view discussions in the Discussions location by clicking either Discussions on the
global navigation bar or the DISCUSSIONS tile on your home page. If the tracked message feature
is enabled by your administrator, the Discussions location has a Feed tab that displays the latest
updates to discussions and a Tracked tab that displays your tracked discussions.

Unfollow a discussion

You can unfollow a discussion from the following panels: Discuss, Feed, or Tracked.

To unfollow a discussion from To unfollow a particular discussion or all discussions on a source

the Discuss panel object and stop receiving notifications, click Unfollow next to the
selected source object or at the bottom of the selected discussion.
To unfollow a discussion from Select the discussion and click Unfollow at the bottom of the
the Feed or Tracked panel discussion.

In addition to unfollowing a discussion on an object, you can unfollow the object of the discussion.

Active Workspace Fundamentals, Teamcenter 2406 6-7

Edit a discussion

If you are a participant in a discussion, you can edit the discussion from the Feed or Tracked tab,
Discussions location, or the Discuss panel associated with the source object.

1. Select the discussion you wish to edit and click > Edit .

2. Edit the discussion by performing any of the following actions:

• Add or remove source objects.

• Add or remove participants.

• Activate or deactivate private message.

• If tracked is enabled, set the discussion to tracked or untracked, and change the status or priority
of the discussion.

3. Click Save to save your changes or close the panel to discard the changes.

The time stamp on the edited discussion is automatically updated.

Edit your own comment

You can edit your own comment on a discussion from the Feed or Tracked tab, Discussions location, or
the Discuss panel associated with the source object.

1. Select the discussion you wish to edit and click Edit .

2. Make changes to your comment.

3. Click Save to save your changes or click Cancel to cancel your changes.

Copy a comment

You can copy the contents of a comment to reference it or share its information.

1. Open a discussion that contains the comment that you want to copy.

2. Choose More > Copy on the comment. The comment text is copied.

3. Paste the copied comment text outside Teamcenter, such as in another document, email, or
application.

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Delete a discussion

If your administrator has configured the delete option for your group and role, you can delete
discussions of which you are a participant and, if tasked, you can delete discussions for other users.
Deleting a discussion also deletes the replies included in it.

Delete discussions of which you are a participant

You can delete a discussion from the Feed or Tracked tab, the Discussions location, or the Discuss
panel associated with the source object.

• Delete a discussion from the Feed or Tracked tab or Discussions location:

• Select the discussion you wish to delete and, from the Discussion section, click More > Delete
.

• Delete a discussion from the Discuss panel:

1. Select the object and click Discuss on the primary toolbar to display the Discuss panel and its
discussions.

2. Select the discussion you wish to delete and click More > Delete .

A confirmation message appears. Click Delete to delete the selected discussion, including all
replies.

Delete discussions for other users

1. Search for the object containing the discussion you want to delete.

2. Select the object and click Discuss on the primary toolbar to display the Discuss panel and its
discussions.

3. Select the discussion you wish to delete and click More > Delete .

A confirmation message appears. Click Delete to delete the selected discussion, including all
replies.

View followed discussions in the Discussions location

The Discussions location changes depending on whether the tracked discussion feature is enabled. By
default, tracked discussions is disabled. Contact your administrator to enable this.

To view followed discussions:

Active Workspace Fundamentals, Teamcenter 2406 6-9

1. Click either Discussions on the global navigation bar or the DISCUSSIONS tile on your home
page.

When tracked discussion is enabled, the Discussions page is displayed with two tabs:

• The Feed tab displays all discussions being followed, starting with the most recent discussion.

The selected discussion appears in the Discussion section where you can reply to the discussion.

• The Tracked tab displays only followed discussions that are set as tracked discussions starting
with the most recent tracked discussion.

The priority can be Low, Medium, or High. The status can be Open (blue bar), In Progress
(green bar), or Closed (gray bar).

The most recent discussion is highlighted.

2. Click Filters to filter on the following:

• Participants

• Private

• Priority (Appears only when tracked discussions is activated.)

• Status (Appears only when tracked discussions is activated.)

• Created Before

• Created After

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Creating discussions containing snapshots

Overview of snapshots

Snapshots capture the 3D data associated with a product. This is done by loading the product in the 3D
viewer and taking a snapshot. Snapshots allow you to share 3D data and collaborate with other users
and business stakeholders. You can create and carry on discussions on specific snapshots.

What must I have in place to create or view discussions containing snapshots?

Before you can create or view discussions containing snapshots, ensure you have:

• Teamcenter lifecycle visualization installed.

• Snapshot discussion enabled. If disabled, your administrator can enable this.

• Two access control lists (ACLs) configured by your administrator.

Where are snapshots located that I can use in discussions?

You can start a discussion for a snapshot from wherever your created snapshots are located in Active
Workspace, for example:

• The MY GALLERY tile on your home page.

Active Workspace Fundamentals, Teamcenter 2406 6-11

• The 3D view > Gallery tab on the work area toolbar.

You can also capture a snapshot while creating a discussion with the 3D tab open.

Create a discussion and share a snapshot either from Gallery or from My Gallery

You can select a snapshot to share in your discussion either from Gallery or from the MY GALLERY tile
on your home page. Once a discussion is created for a snapshot, the Create Discussion option on the
snapshot is replaced with Open Discussion.

1. Select an object, for example, drive_ring_asm.

2. Open the object.

3. Select 3D to load the assembly in the 3D viewer.

4. Click Gallery .

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5. Select the Created By Me view.

6. Click on the snapshot which you wish to share and click Create Discussion.

A discussion is created on the snapshot and the Discuss panel opens.

7. (Optional) Click the Add Source to add an additional source object to the discussion.

8. Click Add Participant to add one or more participants to the discussion. Select the participant
and click Add.

One or more participants are required when sharing a snapshot in a discussion.

The snapshot is shared with the participants you add to the discussion. Others with permission to
view the discussion will see the discussion text only and not the snapshot.

9. (Optional) Click the Private Message box to restrict access to the discussion to only the
participants.

Private messages appear with a lock icon.

10. (Optional) Check Tracked (if available) to track the status and priority of a discussion. By default,
the status is Open and the priority is Low. You can set the priority (Low, Medium, or High) using
the drop-down list.

Tracking must be enabled by your administrator. If it is not enabled, Tracked is not displayed.

11. Type your message in the Message field.

Active Workspace Fundamentals, Teamcenter 2406 6-13

12. (Optional) Click Remove Snapshot to remove the snapshot from the discussion. Although the
snapshot is removed from the discussion, it is not removed from the system. It is still available from
the Created By Me view in both Gallery and from the MY GALLERY tile on your home page.

13. Click Create to create the discussion on the object.

The new discussion appears on the Discuss panel.

It also displays in the Discussions location. Click either Discussions on the global navigation bar
or the DISCUSSIONS tile on your home page to view your new discussion.

Each discussion has a time stamp and new discussions appear at the top of the list. As the creator
of the discussion, you are automatically set to follow all replies in the new discussion.

To view a discussion for a particular snapshot, choose the snapshot from either the MY GALLERY tile on
your home page or from Gallery and select More Commands > Open Discussion .

Capture a snapshot from the Discuss panel when creating a new discussion

You can use Capture Snapshot to include a snapshot from the 3D view in your discussion.

1. Select an assembly object.

2. Open the object.

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3. Select the 3D view to display the 3D image.

4. Click Discuss on the primary toolbar to display the Discuss panel.

If there are existing discussions on the object, these discussions are visible.

5. Click New Discussion to begin a new discussion on the selected object.

6. (Optional) Click the Add Source to add additional source objects to the discussion.

7. Click Add Participant to add one or more participants to the discussion. Select the participant
and click Add. Note that participants in a discussion automatically follow the discussion.

One or more participants is required on a discussion where you are sharing a snapshot.

8. (Optional) Check Tracked (if available) to track the status and priority of a discussion. By default,
the status is Open and the priority is Low. You can set the priority (Low, Medium, or High) using
the drop-down list.

Tracking must be enabled by your administrator. If it is not enabled, Tracked is not displayed.

9. Type your message in the Message field.

10. To include a snapshot in this discussion, click Capture Snapshot in the Snapshot section. This
creates a 3D snapshot in the Discuss panel. The snapshot is also added to Gallery on the work area
toolbar and to the MY GALLERY tile on your home page.

11. Click Create to create the discussion on the object.

The new discussion appears on the Discuss panel.

It also displays in the Discussions location. Click either Discussions on the global navigation bar
or the DISCUSSIONS tile on your home page to view your new discussion.

Each discussion has a time stamp and new discussions appear at the top of the list. As the creator
of the discussion, you are automatically set to follow all replies in the new discussion.

To review discussions for a particular snapshot, choose the snapshot and select More Commands >
Open Discussion .

Using Subscriptions

Overview of subscriptions

Subscriptions are objects you are following using the Follow command.

Active Workspace Fundamentals, Teamcenter 2406 6-15

When the objects you are following are changed, for example, when your data is modified by another
user or as the release status of an item revision changes, you receive notifications in near real time
using external email, news feed, or both. In addition to these notifications, Alerts notifies you when
subscription notifications are received.

Basic concepts

Use the Subscription feature to be notified of events, such as:

• An item or item revision is checked in or checked out (site or remote) or canceled.

• An item is modified or deleted.
• New subscription recipients.

Follow and unfollow objects

You can subscribe to follow one or several objects at a time. When you no longer need to subscribe to an
object, you can unfollow the object.

Follow a single object

1. Select an object to follow and click More commands > Share > Follow from the primary
toolbar.

The Follow panel is displayed listing the default event types (Assign Status, Attach, and New Item
Revision).

2. Select the event type you want to follow.

a. Click Edit next to the My Events check box to view your selected events and the available
events.
b. From Available Events, select an event from the event list and click Add to selected events
.

If you are already subscribed to an event type, that event type does not appear in the
Available Events list.
c. Click Back .

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3. Optionally edit the object name.

4. From Frequency, select from Immediately (not collated), Daily (daily digest), and Weekly (weekly
digest). The default is Immediately.

5. From Priority, select from Normal, High, and Low. The default is Normal.

6. (Optional) In the Followers section, click Add Follower to find a user to add as a follower. Filter
or scroll to find the user you want to add as a follower. Select the user by their group and role and
click Add. You can select and add multiple followers.

When you unfollow the object, any followers you added will be unfollowed. Also, any followers you
add to an object can unfollow the object at any time.

7. Once your selections are complete, click Follow to subscribe to the object.

To verify your subscription was created, click the SUBSCRIPTIONS tile on your home page. Your
subscription appears in the My Subscriptions tab.

Follow multiple objects

1. Select the objects you wish to follow and click More commands > Share > Follow .

Event Type lists the types common to all selected objects. The number of objects to which you can
subscribe at one time is configured by your administrator.

2. From Event Type, select the event type you want to follow.

3. From Frequency, select from Immediately (not collated), Daily (daily digest), and Weekly (weekly
digest). The default is Immediately.

4. From Priority, select from Normal, High, and Low. The default is Normal.

5. (Optional) In the Followers section, click Add Follower to find a user to add as a follower. Filter
or scroll to find the user you want to add as a follower. Select the user by their group and role and
click Add. You can select and add multiple followers.

When you unfollow the object, any followers you added will be unfollowed. Also, any followers you
add to an object can unfollow the object at any time.

6. Once your selections are complete, click Follow to subscribe to the object.

To verify your subscription was created, click the SUBSCRIPTIONS tile on your home page. Your
subscription appears in the My Subscriptions tab.

Active Workspace Fundamentals, Teamcenter 2406 6-17

Unfollow a subscription on an object in the My Subscriptions tab

1. Click the SUBSCRIPTIONS tile on your home page.

2. Select the My Subscriptions tab to view your subscriptions.

3. Select the subscriptions you want to unfollow and click Unfollow above the subscription list. If
you have only one subscription selected, you can also click Unfollow from the Followers area.

4. From the confirmation dialog box, click Unfollow.

Both you and any followers you added to the subscription will no longer follow the object.

Unfollow a subscription on an object in the Added As Follower tab

1. Click the SUBSCRIPTIONS tile on your home page.

2. Select the Added As Follower tab.

3. Select the subscriptions you want to unfollow and click Unfollow above the subscription list. If
you have only one subscription selected, you can also click Unfollow from the Followers area.

Only you will be removed as a follower. The user who added you as a follower on the object will
continue to follow the object.

4. From the confirmation dialog box, click Unfollow.

Follow an object type

You can follow an object type, for example, Item or ItemRevision.

1. Click a subscription on the My Subscriptions tab.

2. Click More commands > Share > Follow Type from the primary toolbar.

3. On the Follow Type panel, select the event type from Other you want to follow. Then, select the
frequency and the priority. You can also add other users as followers.

4. Click Follow.

Follow multiple events on an object

You can use the My Events list to follow multiple events on an object. However, the number of objects
to which you can subscribe at one time is configured by your administrator.

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1. Select an item revision, for example, Hard Drive Assembly, and click More commands >
Share > Follow from the primary toolbar.

The Follow panel opens with My Events checked.

2. Click Edit to the right of My Events to view selected events and available events.

Three events, Assign Status, Attach, and New Item Revision, are configured by default.

3. To add additional events to follow, you can scroll through the Available Events list and select
additional events to follow. Click Add to selected events .

4. Once you have a selected list of events to follow, click Back .

5. Select the My Events check box to follow all the configured events and click Follow.

If an event type, such as New Item Revision, does not appear in the Event Type list, it is because it
is not applicable for the selected object. Also, any non-applicable and already-subscribed-to events
are filtered out.

Filter your news feed notifications

From the News Feed tab on the Subscriptions page, you can filter your news feed notifications to easily
access the notifications you want to view.

When notifications are available, the Filters panel is open by default. Once you close the Filters panel in
a session, it remains closed for that session.

1. Click the SUBSCRIPTIONS tile.

Active Workspace Fundamentals, Teamcenter 2406 6-19

2. Click the News Feed tab to display your notifications.

3. If the Filters panel is not already displayed, click Filters to display it. The panel shows categories
of subscription notifications, such as: Message Type (for example, Print and Subscription Manager)
and Event (for example, Check-In and Print Complete).

4. Select from the different categories. For example, by selecting Subscription Manager, you only see
notifications pertaining to Subscription Manager.

5. To save your filter selection for later use, click Save Filter Selection. Notifications from the saved
filter are loaded when the News Feed tab is displayed.

To modify the saved filter selection, change the filter selection and save it.

Managing your subscriptions

Add followers to your subscriptions

You can add additional followers to one of your existing subscriptions from the SUBSCRIPTION tile on
your home page.

1. Click the SUBSCRIPTIONS tile.

2. From the Subscriptions page, click the My Subscriptions tab to display your existing subscriptions.

3. Select the subscription you want to add additional followers.

Notice that your name already appears in the table in the Followers section of the Overview tab of
the item to which you have subscribed.

4. Click Edit .

5. In the Followers section, click Add Follower to display the Followers panel.

6. Filter for or scroll to the user you want to follow your subscription.

7. Select the user by their group and role. (You can select multiple users.). Click Add.

8. Click Save to save the followers displayed in the Followers table.

The users you added as followers can now view their new subscription by clicking the Added As
Follower tab on the Subscriptions page.

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Add an expiration date to your subscriptions

You can add an expiration date to each of your subscriptions if your administrator enabled the expiration
date feature.

1. Click the SUBSCRIPTIONS tile.

2. From the Subscriptions page, select a subscription from your My Subscriptions tab.

3. Click Edit to edit the Properties section. Add an expiration date for the desired subscription.

Note:
If you want to change your subscription to inactive, clear the Is Active check box.

4. Click Save to save your changes.

Change the owner of your subscription

You can change the owner of your subscription. This is helpful if you are leaving the project or the
company.

1. Click the SUBSCRIPTIONS tile.

2. From the My Subscriptions tab, select a subscription and click More commands > Manage >
Change Owner from the primary toolbar.

3. Select the new owner from the Change Owner panel, and click Transfer.

This immediately removes the subscription from your My Subscriptions list.

Temporarily transfer notification of your subscriptions

You can temporarily transfer notification of your subscriptions. This is especially helpful if you are going
to be out of the office for a period of time. You can select a coworker to take over as owner of the
subscription during that time.

1. Click the SUBSCRIPTIONS tile.

2. From the My Subscriptions tab, select a subscription and click More commands > Share >
Transfer Notification .

3. From the Transfer Notification panel, select the start and end dates for the transfer notifications
and add a follower as a temporary notifier.

4. Click Transfer to save your changes.

Active Workspace Fundamentals, Teamcenter 2406 6-21

The following fields in the Properties section are updated:

• Temporary Notifier

• Temporary Notification Start Date

• Temporary Notification End Date

Set your subscription notification method and retention time

You can specify how you want to receive your subscription notifications and specify how long your
notifications are retained.

Use the Subscriptions section on your Profile page to:

• Set your subscription notification method.

You can receive your subscription notifications in near real time using either external email, news feed
or both depending on your notification method.

• Set your news feed retention time.

You can indicate whether you want to retain your news feed for a few days or if you want to keep your
news feed messages indefinitely.

Set your subscription notification method

1. From your Profile page, click More commands > Edit > Start Edit .

2. From the Notification Method list in the Subscriptions section, select one of the notification
methods.

3. (Optional) Select the option of receiving daily and weekly digests that collate all notifications.

4. Click More commands > Edit > Save Edits to save your selections.

Set your news feed retention time

You can specify whether you want to retain your news feed for a few days or if you want to keep your
news feed messages indefinitely.

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1. From your Profile page, click More commands > Edit > Start Edit .

2. In the Retain News Feed (In Days) field, enter the number of days you want to keep your news
feed messages.

Leave this field empty (the default) to retain news feed messages indefinitely.

3. Click More commands > Edit > Save Edits .

View alerts using the Alerts button

The Alerts button notifies you when specific items have changed. A number to the right of Alerts
appears when notifications are received. If this button is not visible, your administrator has disabled it.

Clicking on Alerts various types of alerts, such as:

• Print (indicating asynchronous print jobs are ready).

• News Feed (indicating a change has taken place on an object or activity to which you are subscribed).
• Document Management (indicating document rendering is complete or document property updates
are complete).

You can click on the category on the pop-up, for example, News Feed, to see details on the
notifications.

If you click an object, the target page for the object displays.

• When you click on a notification, the counter decreases by one (1).

• To clear all notifications on the pop-up list, click Clear.
• A maximum of 10 alerts is displayed per category.

View and delete notifications and subscriptions

You can view and optionally delete notifications and subscriptions using the SUBSCRIPTION tile.

1. From the home page, click the SUBSCRIPTION tile.

Active Workspace Fundamentals, Teamcenter 2406 6-23

The Subscriptions page opens.

2. From the Subscriptions page, use the following:

• News Feed tab to view and delete your notifications.

• My Subscriptions tab to view and delete subscriptions that you configured.
• Added As Follower tab to view and delete subscriptions to which you have been added as a
follower.

Use reminders
Quality Actions enables you to create and manage reminders for data objects. A reminder helps you set
specific prompts for you or your team to remember a task, event, or any important date. It enables better
tracking and management of your tasks and deadlines.

This functionality is available to all Active Workspace users when a Quality Actions license is present on
their system and administrators configure the reminder and escalation workflows for Teamcenter objects
in Quality Actions. When configured, you can create reminders for data objects, and mark them as active
or inactive.

For more information, see these topics in the Quality Actions documentation:

• Create a reminder for objects

• Add a profile for a reminder

• Mark a reminder as active

• Deactivate a reminder

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© 2024 Siemens
7. Accessibility in Active Workspace
Accessibility overview
Active Workspace supports many accessibility features that make it more usable and accessible to
users with physical and situational disabilities, such as blindness, deafness, learning disorders, motor
disabilities, and temporary disabilities caused by an injury. Accessibility also takes into account other
restrictions users may face, such as slow network speeds and bandwidth restrictions.

Accessibility is based around four core principles:

1. Perceivable. Ensures that the Active Workspace user interface is presented in ways all users can
perceive. This includes captions for videos, and alternate text for images and icons.

2. Understandable. Ensures that information is easily understandable by using clear and concise text,
tooltips, and offering navigation assistance when needed.

3. Operable. Ensures that the client functionality is available for multiple input methods and provides
keyboard-based navigation and support for other input methods.

4. Robust. Ensures that content offers high usability to the widest variety of users, such as easy table
editing and saving of changes.

Accessibility features of Active Workspace

Keyboard navigation

You can navigate the user interface using minimal keyboard keys, such as Tab, the Spacebar, the arrow
keys, and Enter. As you navigate through the page, the areas highlight to show your location.

Active Workspace Fundamentals, Teamcenter 2406 7-1

To Do

Navigate forward Press Tab. Each press moves you to the next item on the page.
from your current
location.

Navigate backward Press Shift + Tab. Each press moves you to the previous item on the page.
from your current
location.

Open the Press Enter or the Spacebar.

selection.

Move between Use the arrow keys to move up, down, left, and right inside the table or tree view.
rows and cells in
a table and tree
views.

Select a table cell Press Enter or the Spacebar.

in table and tree
views.

Expand or collapse Press Enter or the Spacebar.

an element with
child elements in
the tree view.

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To Do

Open an object Use the right arrow key to highlight the Open command and then press Enter or
from the table the Spacebar.
and tree views (if
applicable).

Navigate up and Use the up and down arrow keys.

down a list
Alternatively, press Tab to move down the list and Shift + Tab to move up the list.
of items or
commands.

Select an item Press Enter or the Spacebar.

from a list of items
or commands.

Close a list. Press Esc. If multiple lists are open, the most recently opened list is closed first.

Skip to main section of the page

The first time you press the Tab key when using keyboard navigation, a Skip to Main option displays in
the upper-left corner of the window. While this option is displayed, you can press the Enter key to bypass
navigation to other areas and skip directly to the main work area.

Active Workspace Fundamentals, Teamcenter 2406 7-3

Once in the main work area, you can continue to use the Tab key and the arrow keys as needed to
navigate the interface.

Edit tables and auto save changes

Accessible table editing allows you to easily edit the data in table cells by double clicking the cell. Once
the cell is in edit mode, you can make any necessary changes to it. When you click on a different cell,
these changes are saved when you have Autosave Tables turned on.

Tip:
You can also place the entire table into edit mode by clicking Edit . When you are finished
making changes, you must click Save Edits to save your changes.

Editing the properties of an item with a status of released

You can edit the properties of an item that is already released by double-clicking the property in the
table. The Released flag is removed from the object. Edits are saved automatically when you move to
another cell.

Alternate text for icons and images

Alternate text allows screen readers to convey image information to users with visual impairments. The
web interface contains many command icons, thumbnails, indicators, and tiles that include alternate

7-4 Active Workspace Fundamentals, Teamcenter 2406

text. When you use a screen reader to read back the contents of the page, these elements are called out
as images and buttons to give you clear idea on what is contained on the page.

Note:
The examples below are for informational purposes only. Your screen reader setup and the names
of commands and indicators may be different from the default values for these objects.

• Commands, such as Open, and tiles, such as INBOX, are seen by screen readers as buttons.

• When a screen reader is processing the INBOX tile on the home page, it reads this back as Button,
Inbox.

• When a screen reader is processing the Open command on the primary toolbar, it reads this back as
Button, Open.

• Thumbnail icons for objects, your profile picture, and indicators are seen by screen readers as images.

• When a screen reader is processing a thumbnail image of a hard drive assembly, it reads this back
as Image, hard drive assembly.

• When a screen reader is processing a release status indicator icon that shows an approved release
on November 15th, 2020, it reads this back as Image, Approved, 15-Nov-2020.

Active Workspace Fundamentals, Teamcenter 2406 7-5

7-6 Active Workspace Fundamentals, Teamcenter 2406

Create a log file to share with your administrator

If you're having issues with Active Workspace, you can record information about its operation in log files
to share with an administrator or others who can help you find a solution. When you record log files,
your administrator (or others) may be notified when the log files are created.

Use the following steps to record information in log files and share the information with others.

1. Click More commands > Logging to display the Logging panel.

2. Choose the information type to capture in the logs. (Consider discussing with you Teamcenter
administrator which information type to select.) Some information choices are available only when
you are logged in with administrative privileges.
Performance
Log data related to performance issues such as when searches take excessively long times to
display results. The log data is generated at the Teamcenter server. The logged information
includes performance journal data and SQL performance debug data.
Functionality
Log data related to Teamcenter operational issues such as when “Part item not found” errors
are displayed when attempting to load assemblies. The log data is generated at the Teamcenter
server. The logged information includes full journal data, SQL debug data, error traceback data,
SOA communication log data (comlog), and FMS proxy log data.
Memory
Log data related to memory issues such as when server memory consumption grows. The log
data is generated at the Teamcenter server. The logged information includes full journal data
and memory allocation data

Active Workspace Fundamentals, Teamcenter 2406 8-1

Access Management (AM)

Log data related to access management (AM) issues such as unexpected verdicts for read or
write attempts. The log data is generated at the Teamcenter server. The logged information
includes full journal data, SQL debug data, AM debug data and SOA communication log data
(comlog).
Visualization Logs
Log data related to the 3D Visualization application. This log type is available only to users
logged in with administrative privileges.

3. Optionally enter a comment about the information to be logged.

4. Click Start.

Information related to your selected type starts being recorded in the log files.

5. Recreate the situation that illustrates the issue you are having.

6. Click Stop to stop recording information in the log files.

The server system log (syslog) file and related files are saved in a .zip file. You are notified when
the .zip file has been generated.

Note:
Log files can become very large when recording information for an extended period. Ensure
you stop recording information to the log file when you have replicated the situation for
which you are capturing information.

7. Click Download and save the .zip file to your local system. Review the contents of the .zip file or
share it with your administrator or other people that can help you with your issue.

Your site may be configured to allow only your administrator to download the .zip file.

8. Click More commands > Logging to close the Logging panel.

Viewing audit logs

Using audit logs

System administrators use Audit Manager to create audit logs. Audit logs track what information has
changed and who has changed the information.

8-2 Active Workspace Fundamentals, Teamcenter 2406

Note:
Your administrator must enable the Audit Logs page for Active Workspace. Also, you must have
administrative privileges or you must be granted privileges to view audit logs.

In the Active Workspace, you can view the following audit logs:

• Audit - General Report

• Audit - General Sponsored Authentication Report

• Audit - File Access Read-Write Report

• Audit - File Access Report

• Audit - File Access Sponsored Authentication Report

• Audit - Security Report

• Audit - Schedule Report

• Audit - Organization Report

• Audit - Digital Signature Report

• Audit - License Change Report

• Audit - License Export Report

• Audit - License Export Sponsored Authentication Report

• Audit - License Change Sponsored Authentication Report

• Audit - Organization Sponsored Authentication Report

• Audit - Structure Sponsored Authentication Report

• Audit - Workflow Detailed Report

• Audit - Workflow Summary Report

• Audit - Workflow Attachment Report

• Audit - Workflow Signoff Report

Active Workspace Fundamentals, Teamcenter 2406 8-3

You can view audit logs using the Audit Logs tab.

Audit project events and view assigned or removed data

You can audit Project events by activating the following out-of-the-box audit definitions.

• TC_Project:Fnd0Assign_Data_To_Project

• TC_Project:Fnd0Remove_Data_From_Project

You can view assigned or removed data from a project event in the Security section of the Audit logs
tab in the Project Summary page.

You must configure the Summary style sheet for a specified workspace object to enable the out-of-the-
box Security Audit Logs tab in Active Workspace so the audit logs can be viewed.

For example, for showing the ItemRev summary, customize the Audit Logs display and configure the
Summary style sheet for the inject type dataset.

8-4 Active Workspace Fundamentals, Teamcenter 2406

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