BasicTcEnTraining

8/8/2019 BasicTcEnTraining

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CAD Integration - Creating New Data

Activity: Navigate the Part Selection dialog

In this activity, you will start NX 2 in NX Manager mode and navigate

through the Part Selection dialog.

S t e p 1 : Star t Teamcenter Engineering Portal.

Your inst ru ctor will give you s pecific inst ru ctions for

launching Portal.

Upon laun ching P ort al, th e Defau lt Applicat ion window appea rs.

S t e p 2 : Log on to t he Porta l applicat ion.

Choose My Navigator in t he Applicat ion Man ager.

UG S Corp . , All Righ ts Reserved Teamcenter Engineering Product Data Management 1-11


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The first time you select an Application from the Application

Man ager, you will be pr esented with t he log on dialog.

S t e p 3 : Enter your User ID and Password.

Ent er your User ID a nd Password in th e log on dialog and

click the Login button.

1-12 Teamcenter Engineering Product Data Management UG S Corp . , All Righ ts Reserved MT14330-SG-0912


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The P orta l a pplication appears.

S t e p 4 : Star t NX 2 in NX Mana ger mode.

If necessar y, use th e CTRL key to de-select your Home folder.

Choose t he Start/Open in NX icon .

Importa nt ! Before choosing th e Start/Open in NX icon, ma kes u r e t h e Home folder is n ot selected. If your Home folder is

selected, you will see the following message.



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S t e p 5 : Fa miliar ize your self with t he Pa rt Selection dialog.

Fr om NX 2, choose FileNew... or click on the New icon .

Collapse a nd expand the Home folder.

Choose Cancel.

Choose FileOpen or click one time on the Open icon .

What folders are contained in the Open Part File dialog?

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Use th e Sash to chan ge the size of the columns.

Choose Cancel.

This concludes the activity.



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Activity: Create a Folder

In th is activity, you will create a folder t o organ ize your par ts.

S t e p 1 : C reat e a My Parts folder.

Choose FileNew... or click the New icon .

Right-click over your H o m e folder and select New Folder.

The new folder is placed in your H o m e folder a nd t he Nam e

field is highlighted.

Type in My Parts in p lace ofNew Folder and press t he ENTER

key for the name to be accepted.

You can also r ight-click a folder object to Rena me it.

Choose Cancel on the New Part File dialog.




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Activity: Creating New Parts

S t e p 1 : Create a new part file.

Choose FileNew... or choose the New icon.

The New Par t dialog appears.

Double-click your My Parts folder.

Double-clicking the My Parts folder makes it your

defau lt cont ainer. All part s sa ved from t his point on

reside in the My Parts folder until you identify a

new default container.



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Leave th e Part Type set t o Item.

E nt er t h e Part N u m ber of 5004_###, where ## # represents a

number that will be designated by your instructor.

E nt er 00 0 for Part Revision.

Leave th e Part File Type set t o master.

B e su r e t h a t t h e Seed Part setting is Inch.

Choose OK.

The Edit Database Attributes dialog displays.

Highlight the Part Name l ine. In the Value field type the name

Spacer and press t he ENTER key.

Highlight the Part Description l ine. In t he Value field t ypeProject Caster Assy and press t he ENTER key.



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Choose OK.

The border of the Graphics Window provides you with

information including the Part Number and Revision.

S t e p 2 : E n t e r t h e Modeling applicat ion from th e NX 2 menu bar.

Choose ApplicationModeling...



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To see a Trimetr ic view of the par t, choose t he Trimetric icon

.

S t e p 3 : Create the Spacer (a Cylinder with a Hole).

Choose the Cylinder icon (or Insert

FormFeatureCylinder).



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The Cylinder dialog appears.

Select the Diameter, Height option.

The Vector Const ru ctor dialog a ppear s.

Choose t he ZC Axis for the orientation of your part.

An ar row appear s in th e gra phics window, in th e ZC direction.


Change the Diameter to 1.25 and t he H eight t o .3125.



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Choose OK.

The Point Constructor dialog appears.

Verify a bas e point ofXC=0, YC=0 a n d ZC=0 and choose OK. Ifnot, choose Reset and then choose OK.

The cylinder appears on the screen.

Choose Cancel on the Vector Constructor dialog.

Choose the Fit icon or r igh t -click a n d ch oos e t h e Fitoption from the pop up menu.



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S t e p 4 : Create a Hole in the Cylinder.

Refer to the Cue line to help you through the functional

steps.

Choose the Hole icon (or ch oose InsertFormFeatureHole...).



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The Hole dialog appears.

The default Hole type is Simple an d default Selection Step is

Placement Face.

E nt er .781 i n t he Diameter field and select the Top face of theCylinder for the Planar Placement face.

Select t he bottom face of th e cylinder as th e th ru face.

The dimen sions of the hole t ool appea r.

Choose OK on the Hole dialog.



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The Positioning dialog a ppear s.

Select Point onto Point .

The Point onto Point dialog appears.

Select th e top edge of the origina l cylinder as th e ta rget object.

The Set Arc Position dialog appea rs.

Choose Arc Center.

The Hole is created in the Cylinder.

To see a shaded representation of the model, choose the

Shaded icon .

Hold down an d dra g the m iddle mouse butt on to rotat e th e

p a r t .



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S t e p 5 : Save t he part .

Choose the Save icon .

You m ust save th e par t in order for it to be storedi n t he dat a base.

S t e p 6 : Verify that your part has been saved.

Choose t he Open icon t o a cce ss t h e O pe n P a r t F ile d ia l og.



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You sh ould see t he 5004_### Spacer part i n t he My Partsfolder.

Choose Cancel to close t he Open Pa rt File dialog.

You ha ve now crea ted t he first piece par t for th e Cast er

assembly.

S t e p 7 : Create th e Shaft in your My Parts Folder.

Choose t he New icon t o cr ea te a n ew pa rt .

Verify th at your My Parts folder is t he defau lt cont ainer.

If t he My Parts folder is n ot th e default cont ainer,

double-click it t o mak e it th e default.

Leave th e Part Type set t o Item.

I n t h e Part Number field, enter 5003_###, where ## #represents a num ber designat ed by your instructor.

I n t h e Part Revision field, enter 00 0.

Leave th e Part File Type set t o master.

Be sure that your Seed Part setting is Inch.

Choose OK.



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The Edit Database Attr ibutes dialog appears.

With t he P ar t Na me highlighted, type S h a f t in t h e Valuefield and press ENTER.

Highlight Part Description and type Project Caster Assy i n t heValue field and press ENTER.

Choose OK.

Notice t he border of the graph ics window upda tes to reflect

your new part.

S t e p 8 : Create the Shaft (a cylinder).

To see a Trimetr ic view of the par t, choose t he Trimetric icon

.

Choose t he Cylinder icon .




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Choose Diameter, Height.

The Vector Const ru ctor dialog a ppear s.

Choose ZC axis for the cylinder direction.

The arrow appears.

Enter a Diameter of1.125 and a H eight of2.8125 and choose

OK on the Cylinder dialog.The Point Constructor dialog appears.

Define a base point ofXC=0, YC=0 a n d ZC=0 and choose OK.

The Cylinder a ppears.

The Vector Constructor dialog displays giving you the

opportunity to create another cylinder.

Choose Cancel to dismiss the Vector Constructor dialog.

S t e p 9 : Create a Boss on the Shaft.

Choose the Boss icon (or InsertForm FeatureBoss...).

Enter a Diameter of.75 and a H eight of2.1875.

Select the lower planar placement face (bottom of cylinder).



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Choose OK on the Boss dialog.

The Positioning dialog a ppear s.

Choose Point onto Point .

Select the lower edge of the large cylinder.

Choose Arc Center on the Set Arc Position dialog.

Choose t he Fit icon t o fit t h e cylin d er t o t h e gr a p h icswindow.

Step 10: Add a cham fer t o the Sha ft.

Choose t he InsertFeature OperationChamfer option.

By default, t he Chamfer icon d oes n ot dis pla yin th e user interface.

The Chamfer dialog appears.

Choose Single Offset.



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Choose t he top edge of th e lar ge cylinder an d choose OK.

Enter the Offset value of.125.

Choose OK on the Chamfer dialog.

Choose Cancel on the Chamfer dialog.

Step 11: Save t he part .

Choose t he Save icon .

You ha ve now crea ted t he second piece pa rt for th e Cast er

Assembly.

Step 12: Close All Par ts.

Choose FileCloseAll Parts.

Choose Yes to close all parts.




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Activity: Creating an Assembly

In th is activity, you will crea te a new Cast er Assembly using the piece par ts

you created earlier.

S t e p 1 : Create the Caster Assembly.

Choose the New icon.

Verify th at My Parts is the default container.

I n t h e Part Number field, enter 5000_###, where ###represents a num ber designat ed by your instructor.

I n t h e Part Revision field, enter 00 0.

Leave th e Part File Type set t o master a n d Seed Part sett o Inch.

Choose OK.

The Edit Database Attr ibutes dialog appears.

With th e Part Name att ribute highlighted, type Caster Assy int h e Value field and press ENTER.

With th e Part Description field highlighted, type Project Caster

Assy in t h e Value field and press ENTER.

Choose OK.



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S t e p 2 : Turn on the Assemblies application.

Choose Application and toggle on the Assemblies option, ifit is not already toggled on.

Choose t he Trimetric icon .

S t e p 3 : Add a n existing F ork component to th e Cast er Assembly.

Choose t he Add Existing Component icon (or ch oose

Assemblies

Components

Add Existing...).



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The Select Part dialog appears.

Select the Choose Part File button.

This invokes the Part file name dialog.

Type 50 * i n t he Part Number field and press ENTER.

A list of all par ts in th e data base tha t sta rt with 50 appears.



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E xpand t h e 5001 Item from the list.

Select the 5001/000 Fork and choose OK.

A Warning appears. The part is stored in the database as aV17 par t file. It is rea d-only an d loading t his file into NX 2 ha s

au tomat ically modified th e file to t he NX 2 version.

Choose OK to close the Warning dialog.



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The Add E xisting Pa rt dialog appears.

Choose Solid from the Reference Set pull-down menu. Leave

t h e Positioning field set to Absolute a n d t h e Layer Optionsfield s et to Original.

Choose OK.

The Point Constructor dialog appears.

Choose OK to a ccept th e d efau lt XC=0, YC=0, ZC=0.

The Fork par t appears in th e window.

Choose Cancel on the Select Part dialog.

Choose the Fit icon.



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S t e p 4 : Add t he existing Wheel component to th e Cast er Assembly.

Choose t he Add Existing Component icon (or ch oose

AssembliesComponentsAdd Existing...).

Select Choose Part File.

E xpand t he Find list.



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E xpand t he 5005 Item.

Select the 5005/000 Item Revision.

Choose OK.

A Warn ing dialog appears. The Par t is stored in t he dat abase

as a V17 par t-file. It is Read-only an d loading t his file into NX

2 h as au tomat ically modified t he file to t he NX 2 version.

Choose OK to close the Warning dialog.

The Staging View appears in the Component Preview screen,

along with the Add Existing Part dialog.

Make sure t he Reference Set is set t o SOLID.

Verify th at Positioning is set to Absolute a n d Layer Options isset t o Original.

Choose OK.

On t he Point Const ru ctor dialog, enter th e following values:

XC=2.5; YC=0; ZC=2.375.

Notice t he ZC value is a negative value. It isi m port an t t o ent er t he ZC value a s a negative.

Choose OK.



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Choose the Fit icon.

The wheel geometr y ass embly is scaled t o the screen size for

easier viewing.

S t e p 5 : Add the existing component (Axle) to the Caster Assembly.

The Select Part dialog should still be present.


Expand the Find list .

E xpand t h e 5002 Axle Item.

Select the 5002/000 Axle and choose OK.

Choose OK to dismiss t he War ning dialog.

Verify the Reference Set field is set to SOLID.

Verify the Positioning field is set to Absolute a n d LayerOptions is set to Original.

Choose OK.


XC=2.5; YC=1.625; ZC=2.375.

Notice both the YC a n d ZC values ar e negative values.It is importa nt to enter these values as n egative.



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Choose OK.

S t e p 6 : Add the Spacer you created.

The Select Part dialog should still be present.

Select Choose Part File.

E xpand t h e 5004_### Spacer Item from t he My Parts folder.

Select th e 5004_###/000 Spacer and choose OK.

The Add Existing Part dialog displays.

Choose OK.

On the Point Constructor dialog, press Reset t o reset t hefollowing values: XC=0; YC=0; ZC=0.

Choose OK.

Choose the Fit icon .

S t e p 7 : Add the Shaft you created.


E xpand t h e 5003_### Shaft Item from th e My Parts folder.

Select th e 5003_###/000 Shaft and choose OK.

The Add Existing Part dialog displays.



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Choose OK to accept the defaults.


XC=0; YC=0; ZC=.3125.

Choose OK.

Choose the Fit icon .

Save t he Part .

Choose OK to dismiss th e Sa ve War ning dialog.




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Activity: Create a Drawing

In th is activity, you will crea te a dra wing of the 5003_### Shaft pa r t. You willbe creating a manifestation from your master geometry.

S t e p 1 : Create the new drawing.

Choose the New icon.

Select the part for which you will create the drawing

(5003_###/000).

Th e Part Number a n d Part Revision fields a re filledin automatically when you select the part.

Choose manifestation i n t he Part File Type field.

You ha ve now designat ed a non-master par t file type. Notice

t h a t t h e Add Master par t option is available. With th is optiontoggled on, th e ma ster part is aut omat ically added, as a n

assembly component, to the non-mast er part .



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Verify tha t th e Add Master toggle is on (default).

I n t h e Part File Name field, enter DWG5003_###, where ###represents a num ber designat ed by your instructor.

Choose C-Size from the Seed Part pull-down menu .

Choose OK.

Choose OK to accept the defaults in the Edit DatabaseAtt ribut es dialog.

The Add Mast er dialog displays. This dialog ena bles you to

control a number of parameters of the component that is to be

added to your non-mast er par t.

Choose OK to accept the default values.

The master geometry is now referenced in the drawing.



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S t e p 2 : E n t e r t h e Drafting application.

Choose the Drafting icon (or ch oose

ApplicationDrafting...).

S t e p 3 : Place the drawing views.

Choose t he Add View to Drawing icon (or ch oose InsertView View from the m enu bar ).

The Add View dialog displays.



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C hoose t he O rt hographic View i con from t he Add Vi ew

dialog.

Select Top as t he Pa rent view.

Place th e cursor on th e dr awing screen, below th e Top view,

an d left-click t he mouse bu tt on.

The Orthographic view appears on the drawing, aligned with

and below the top view.

Choose Cancel to dismiss the Add View dialog.

S t e p 4 : Save and Close all part s.

Choose the Save icon .


Choose Yes to close all parts.




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CAD Integration - Revising Existing Data

Activity: Save As to Create New Part

In th is activity, you will mak e a copy of the existing 5000_### Cast er

Assembly (with your new pa rt s a dded) to a n ew Cast er Assembly.

S t e p 1 : Open the existing 5000_###/000 Caster Assembly.

Choose the Open icon.

E xpand t h e My Parts folder, if necessary.

E xpand t h e 5000_### Caster Assy Item.

Select th e 5000_###/000 Caster Assy and choose OK.

The geometr y for th e existing Caster Assembly displays in

th e graph ics window.

S t e p 2 : Use Sa ve As t o crea te t he new Cas ter Assembly.

Choose FileSave As...



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The Save Part File As dialog displays.

Verify th at th e My Parts folder is t he defau lt cont ainer.

Leave th e Part Type field set to Item.

E nt er t h e new Part N um ber 5100_###, where ### denotes a

number designated by your instructor.

E nt er 00 0 i n t he Part Revision field.

Leave th e Part File Type field set to master.

Choose OK on the Save Part File As dialog.



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Verify th at th e Part Name attribute is set to Caster Assy.

Highlight the Part Description at t r ibut e and ent er New CasterAssy i n t he Value field.

Press t he ENTER key.

Choose OK on the Edit Database Attributes dialog.

You have just creat ed a new caster assembly item,

5100_###/000 Cas te r Assy .



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S t e p 3 : View the Assembly Navigator.

Choose the Assembly Navigator icon t o see t h e

components of the assembly.

Select th e pu sh-butt on to keep it open (pin it in place).



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Still in the Assembly Navigator, right-click the previous 5001node and choose OpenComponent As....

The Select Part dialog displays.


Type 5006 i n t he Part Number field and press ENTER.

E xpand t h e 5006 Fork Item from t he F ind list .

Select the 5006/000 Fork and choose OK.

Choose OK to dismiss t he War ning dialog.

The 5001 Fork is replaced by the 5006 Fork in the new

assembly.



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S t e p 5 : Save an d Close t he Assembly.

Choose FileCloseSave and Close.

Choose OK on th e Sa ve War ning dialog.

S t e p 6 : Choose Open and observe that the 5100_### Caster Assy h a sbeen added to the My Parts folder.




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Activity: Save As to Create a new Part Revision

In this activity, you will make a new revision of your new 5004_###/000

Spacer part.

S t e p 1 : Open the existing 5004_###/000 Spacer.

E xpand t h e My Parts folder, if necessary.

E xpand t h e 5004_### Spacer Item.

Select th e 5004_###/000 Spacer and choose OK.

The Part is loaded in the graphics window.

S t e p 2 : Use Sa ve As t o crea te t he n ew Spacer Revision.

Choose FileSave As....

The Save Part File As dialog displays.

Click the Assign button for the Part Revision field.

Th e Part Revision field is updated to 001.

The new Part Revision is created.



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Choose t he Open icon and expand My Parts.

E xpand t h e 5004_### Item to see th e new Revision.

Choose Cancel on the Open Part File dialog.

S t e p 3 : Close All Par ts.


Choose Yes on t he Close All Pa rt s war ning dialog.




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Activity: Save As that includes Non-Master Data

In t his a ctivity, you will execut e a Sa ve As ta sk t ha t includes non-ma ster dat a.

S t e p 1 : Open the existing 5005 Wheel.

Choose the Open icon.

Type 5005 i n t he Part Number field and press ENTER.

E xpand t h e 5005 Item and Item Revision.



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The Teamcenter Engineering Portal Interface

Activity: Modifying Object References

In this activity, you will use the Copy and Paste actions to place the 6505

Racing S kate folder into your Home folder.

S t e p 1 : Find the 6505 Racing Skate Folder.

Choose t he Search icon.

If n ecessa ry, s elect General... from t he query dr op-down list.

Choose t he Clear this query form icon.

I n t h e Name field, enter 6505*.

Change Type t o Folder.

Choose t he Execute this query icon .

The search results a re displayed in a new tab.

Close t he Sear ch window by choosing t he Search icon.

S t e p 2 : Copy and Pa ste the 6505 Racing Sk ate folder in to your Item s folder.

Highlight the 6505 Racing Skate folder from th e Sear ch r esults.

Choose t he Copy icon (or EditCopy).

Choose t he Open Home Folder icon (or t h e H om e fold ertab) to return to your Home folder.



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The Teamcenter Engineering Portal Interface

Highlight the Items folder and choose the Paste icon(or EditPaste).

S t e p 3 : E xpand t h e 6505 R acing S kate folder to view its contents.

Click the + sign to expand the 6505 R acing S kate folder toview its cont ent s.




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Creating Data in Teamcenter Engineering

Select Item as the item type to creat e an d choose Next.

The Item Information form displays.

I n t h e ItemID field, enter BBMS2145_###.

I n t h e Rev field, enter 00 0.

I n t h e Name field, enter Grease.

From t he Unit of Measure dr op-down list, s elect oz.

Choose Finish.

The new Item is created in t he Items folder.



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Choose Close to close t he New It em dialog.




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Activity: Create Datasets

In this activity, you will create a dataset for the Grease Item.

S t e p 1 : Create a dataset with a Specification relation to the Grease Item.

E xpand t h e BBMS2145 Grease Item and Item Revision.

Select th e BBMS2145_###/000-Grease Item Revision object.

Choose FileNewDataset....

The New Data set dialog appears.

Set th e Type to Text.

In the Name field, add -Spec Sheet to the end of the default

Nam e, as shown below.



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Choose OK.

The dataset is created with a specification relation.

S t e p 2 : Create a data set with a Reference relation t o the Grease Item.

In order to end up with the Reference relat ion between t he Text

data set a nd the Item Revision, you will first create the data set

in th e Item Revision an d th en Cut it an d use Paste... to put i tback into your Item Revision with a different relat ion. If you

create it directly in your Item Revision, it would end up having

Specification relation to the Item Revision.

E xpand t h e BBMS2145 Grease Item and Item Revision.


Choose FileNewDataset....



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Activity: Modify the Dataset

In this activity, you will observe the Implicit (automatic) Check-Out/In

process a nd perform an Explicit (manu al) Check-Out /In on a dat aset object.

S t e p 1 : Observe Implicit Check-out.

Expand your BBMS2145_###-Grease Item and Item Revisionobjects.


In the Properties tab, scroll to the right to see the CO column.

This column shows the check-out status of the dataset.

Notice th e CO sta tu s of your BBMS2145_###/000-Suppliers

dataset is currently not checked out.

Double-click the BBMS2145_###/000-Suppliers dat aset t oopen it an d t hen minimize the text editor application tha t

is launched.

Re-select your BBMS2145_###/000-Grease Item Revisionobject to update the Properties table.

Notice the dataset is currently checked out.



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Maximize th en close t he text editor applicat ion.

Notice th e da ta set is no longer checked out .

S t e p 2 : Modify the Dataset.

O pen t h e BBMS2145_###/000-Suppliers dat aset bydouble-clicking.

Add a line of text (such as ACME Grease Com pany ).

Choose FileSave.

Choose FileExit.

S t e p 3 : Per form an Explicit Ch eck-Out .

Select your BBMS2145_###/000-Suppliers dataset and chooseToolsCheck-In/OutCheck-Out....

I n t h e Comments field, enter Long term editing.

Choose Yes.



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Select your BBMS2145_###/000-Grease Item Revision objectto update t he Pr operties table.

Notice the dataset is currently checked out. It will remain in

th is sta te u nt il you choose to perform an Explicit Check-In.

S t e p 4 : Perform Explicit Check-In.

Select th e BBMS2145_###/000-Suppliers dataset and chooseToolsCheck-In/OutCheck-In....

Choose YES.

Select your BBMS2145_###/000-Grease Item Revision objectto update t he Pr operties table.

Notice the dataset is no longer checked out.




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Activity: Open an Earlier Version of a Text Dataset

In this activity, you will view t he nam ed r eferences of th e

BBMS2145_###/000-Suppliers da ta set an d open a previous version of the

dat aset .

S t e p 1 : View the Named References of the BBMS2145_###/000-Suppliers

dat aset .

Select th e BBMS2145_###/000-Suppliers text dataset.

Choose ViewNamed References....

The Nam ed Referen ces dialog displays.

Close the Named References dialog.

S t e p 2 : Open an earlier version of the BBMS2145_###/000-Suppliers

dat aset .

Select th e BBMS2145_###/000-Suppliers text dataset.

Choose FileOpen....



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Select th e Version drop-down list to see th e pr evious versionsof the dataset.

Choose the second-to-last version number.

Expan d t he TextEditor t ool.

Select bbms_supplier.txt and choose OK.

The pr evious version of the text file opens in a text editor.

The line of text a dded t o this file in an ear lier a ctivity is n ot

included in this version of the dataset.

Exit the text editor.




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Activity: Performing a Save As and Revise

In this activity, you will perform Save As and Revise operations on an Item of

Type Document.

S t e p 1 : Create a New Item of Type Document in your Newstuff folder.

In My Navigator, select your Newstuff folder and choose

FileNewItem....

Select Document for Type.

Choose Next to cont inue.

Click the Assign button to get the Item ID and Revision.

E nt er a N am e (use Test for th is exercise).

Choose Finish, t hen Close.

Expand the Document and Document Revision.

Notice that a Text dataset is created automatically because

of the business rules th at are in place.



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Select the new datset and choose View Properties to changethe name to reflect the assigned Revision.

S t e p 3 : Use FileSave As to create a Document based on an existing

Document Revision.

Select Revision A of th e Test Documen t you creat ed pr evious ly.

Choose FileSave As.

Choose the Assign button to populate the Item ID andRevision.

Choose Finish t hen Close.

The New Document, based on the existing Document, is

created.

Expand the new Document and Document Revision.



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This t ime a new Item, Item Revision, a nd datset have been

creat ed but t h e nam e of t he new dat aset i s t he sam e a s t he

original data set.

Select the dataset and choose View Properties to chan ge thenam e to reflect the assigned Item ID.


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