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Welcome.
Classification Administration
Best Practices
Unrestricted Siemens AG 2013 All rights reserved.
Teamcenter
Simplifying PLM.
Teamcenter
Platform
Introduction
This presentation will provide an overview on the most important things to
know / consider before you start implementing Classification
The topics are presented in a natural implementation order that will ensure
prerequisites are satisfied as you define your classification system
Typographical conventions
Background information in black
Best Practice in blue
NOTE: In general the recommendations are for a production database. Some,
such as access control, might not be required in a test DB
Introduction
What is Classification for?
Organize your IP (e.g. parts) for reuse
Product structure independent
Classification Admin application
Create and maintain the classification
hierarchy
Classification (user) application
Access to classification objects (ICO)
Create and modify
Browse and search
Introduction
Admin Object Overview
The following objects are the main building blocks for the classification system
and are maintained by the Classification administrator
Hierarchy
Dictionary
Attribute
Group
KeyLOV
Class (abstract)
Class
Attribute(s)
Classified Objects
Class (storage)
Class
Attribute(s)
View
View
Attribute(s)
Classification
Object (ICO)
ItemRev 001/A
Classification
Object (ICO)
Item4711
Utilities Reference
Classification utilities
Application Administration Guide
Configuring Teamcenter Integration for NX
Classification to Teamcenter Integration for NX attribute mapping
syntax
Localization Guide
Special considerations when localizing Teamcenter applications
Classification
KeyLOV
Has Class( POM_object )
+ Has Class( POM_object ) -> System Objects
+ Has Class( POM_objects ) -> in-CLASS Object
+ Has Class( stxt ) -> Classification Admin
Managing Attributes
The attribute dictionary
Central attribute definition to be used in class definitions
Main goal is to ensure consistency on attribute definitions
across classes
Attributes represent characteristics with a well-defined semantic.
Attributes like Thread Diameter or Cutting Diameter should
be kept separate instead of just using Diameter
Semantic is important for:
Attribute based mapping
Reclassify
Value propagation
Generic API based access
Managing Attributes
The attribute characteristics
Key characteristics of an attribute:
Attribute ID
Name
Format (Data type, Scale, Precision)
Unit
The Attribute ID, which is of type integer, uniquely identifies an attribute.
To avoid conflicts the following OOTB number ranges are defined:
<= -1000
reserved for Siemens PLM
-999 to +999 reserved for internal use
>= +1000
free to be used
Managing Attributes
The attribute characteristics
Once an attribute is used in a class and values have been stored, the
following properties of an attribute cant be modified:
Format
Unit
Ensure the format specified supports the complete possible value range for all
usages across all classes (e.g. electrical resistance values range from
Milliohm to Megaohm)
Format and unit can be specified for metric and non-metric unit systems
The class will determine which unit system is used
If a non-metric unit is not specified, the metric unit will be used
Some properties can be overridden on class and/or view level
Default value
Min/max value
Optimized display
Managing Attributes
Reference attribute
Reference attributes allow attributes from the Classified object to be displayed
as classification attributes.
Attribute sources
Classified object
Master form
Related form
Related object
Item
Show Item
Attribute option
Classified Object
Property 1
Property 2
Property 3
Property 4
ItemRev
Item
Master
Form
items_tag
Item_master_tag
IMAN_master_form
Prop
object_name: 04711"
IMAN_classification
revision_id: A
ICO
owning_user
owning_group
release_status_list []
IMAN_master_form
Item
Master
Form
Prop
Form
Prop
Display
Search
Runtime Property
POM Attribute
YES
YES
NO
Type Property
YES
PARTIALLY
YES
IMAN_specification
Prop
Referenced Form
Attribute
WSO
IMAN_specification
Prop
Prop
Referenced Object
Attribute
Managing Attributes
Unit support
Classification provides support for unit
definitions
Units are assigned to attributes
Values will be stored according to the
selected unit (storage unit)
Provides a natural way to specify
values while creating or searching
Classification data
Data conversion
Optimized display
0.00001 mm 10 nm
Managing Attributes
Unit Support
Units can be added like regular classification objects
Stored in class TcCls_UDC
Child of SAM Classification Root
Invisible to the Classification application
To modify / add units, move under ICM Classification Root
Units are grouped into measures, e.g. Length
Each measure is divided into metric and non-metric units
One unit is chosen as the base unit
Conversion factors will be specified
in relation to that base unit
Managing Attributes
KeyLOV
Classification KeyLOVs provide a list of values to be consumed by attributes
Each entry consist of a key/value pair
Key
Stored in DB
Use short generic values (e.g. 01)
Value
Used for display
Cascading menu
Use to break down long lists or for
data like cities organized by regions
Hide keys option
Use for showing display value only
Deprecated entries
Use to disable new usage while
continuing support for search
Unrestricted Siemens AG 2013 All rights reserved.
Page 24
Classification Hierarchy
The classification hierarchy is the primary entry to
the classification data
Guides users to find and create reusable objects
Classification Hierarchy
Groups
Classes
Abstract classes
Storage classes
Classification Hierarchy
Make intensive use of abstract classes and
attribute inheritance
Helps user to select the right level of detail he is
interested in while searching.
(e.g. Searching for Face Mill but not interested
in which exact style )
Allows admin to provide detailed characteristics
required to distinguish individual objects and as
required by applications (e.g. CAM)
Avoid flat hierarchies
Make navigating and searching more timeconsuming
Avoid generic classes that aggregate attributes to
support a wider range of object types
Doesn't work well with part families
Unrestricted Siemens AG 2013 All rights reserved.
Page 28
Classification Hierarchy
Each class can define the unit system its instances (ICOs) values will be
stored in.
Metric
Non-metric
Both
It is recommended to use Both for flexibility
A class supports both a class Id and a class name
The Class Id is the unique identifier of a class
Consider as internal but still usable by the user (e.g. for search)
Keep it simple. Prefer using auto generated strings like ICM0101
Avoid using special characters
Invisible for the user; used to access a class through API
Classification Hierarchy
Class icons and images
Class icons
Used in the Hierarchy view (scaled)
Also used in the tooltip (original size)
Requires GIF, JPEG or PNG
Optimize size for tooltip
Class image
Used to visualize the class
Identifies the properties based on annotations
Multiple images supported
All formats are supported including JT
Use GIF,JPEG or PNG for groups and abstract
classes
Use scalable formats like CGM for storage classes
Class Icon
Class Image
Classification Hierarchy
Views help configure the appearance of a class
Attribute order and layout
Attribute configuration
Hidden
Protected
Mandatory
User/group/role/default view
Only visible in Classification Admin
hierarchy
In the Classification Application the
right view will be selected
automatically and helps to tame the
complexity of information provided by
a class for a particular user
Classifying ICOs
Controlled by the classified object
WRITE_ICO privilege
Overrides the WRITE and DELETE
privileges for the ICOs
Enables write access on ICOs even
if the classified object is read-only
To enable classifying released objects set
WRITE_ICO on VAULT ACL
Remote Site B
ICM
Design
Class 001
Master Site A
Class 001.001
1234
ABC
XYZ
1234
ABC
XYZ
ICM
Mechatronic
Design
1234
ABC
XYZ
Class 001
Class 001.001
MeClass 001
1234
ABC
XYZ
MeClass 001.001
1234
ABC
XYZ
1234
ABC
XYZ
1234
ABC
XYZ
1234
ABC
XYZ
1234
ABC
XYZ
Manufacturing
MfgClass 001
MfgClass 001.001
Mechatronic
MeClass 001
MeClass 001.001
1234
ABC
XYZ
1234
ABC
XYZ
Remote Site C
Test
ICM
Test Class A
Test Class A.1
Test Class A.2
1234
ABC
XYZ
Design
Class 001
Class 001.001
1234
ABC
XYZ
1234
ABC
XYZ
1234
ABC
XYZ
Manufacturing
MfgClass 001
MfgClass 001.001
1234
ABC
XYZ
Remote Site B
ICM
Design
Class 001
Master Site A
Class 001.001
1234
ABC
XYZ
1234
ABC
XYZ
1234
ABC
XYZ
ICM
Mechatronic
Design
Class 001
Class 001.001
MeClass 001
1234
ABC
XYZ
MeClass 001.001
1234
ABC
XYZ
1234
ABC
XYZ
1234
ABC
XYZ
1234
ABC
XYZ
1234
ABC
XYZ
Manufacturing
MfgClass 001
MfgClass 001.001
Mechatronic
MeClass 001
MeClass 001.001
1234
ABC
XYZ
1234
ABC
XYZ
Remote Site C
Test
ICM
Test Class A
Test Class A.1
Test Class A.2
1234
ABC
XYZ
Design
Class 001
Class 001.001
1234
ABC
XYZ
1234
ABC
XYZ
1234
ABC
XYZ
Manufacturing
MfgClass 001
MfgClass 001.001
1234
ABC
XYZ
Remote Site B
ICM
Design
Master Site A
Class 001
Class 001.001
ICM
1234
ABC
XYZ
1234
ABC
XYZ
Design
Class 001
Class 001.001
Mechatronic
1234
ABC
XYZ
Mechatronic
ME Class 001
1234
ABC
XYZ
ME Class 001.001
1234
ABC
XYZ
1234
ABC
XYZ
Manufacturing
Class 001
Class 001.001
Test
1234
ABC
XYZ
Test Class A
Test Class A.1
Test Class A.2
1234
ABC
XYZ
1234
ABC
XYZ
Remote Site C
ICM
Design
Class 001
Class 001.001
Manufacturing
1234
ABC
XYZ
1234
ABC
XYZ
1234
ABC
XYZ
Class 001
Class 001.001
1234
ABC
XYZ
Attribute mapping
Define how part family expressions
are mapped to class attributes
mapping
ID D L W H M
Classification
Object (ICO)
Server
TCServer
Graphics
Builder
NX/Manager
TCServer
Hierarchy Evolution
Supported modifications
The classification hierarchy can be maintained while users are in
classification.
Some operations require access to all descendant classes and their ICOs
Multi-Site limits the ability to modify the hierarchy
Classes can only be modified at the owning site
Local
Shared
Remote Children
YES
YES
YES
YES
YES
YES
YES
YES
YES
NO
YES
YES
YES
NO
NO
YES
YES
YES
YES
YES
YES
NO
NO
YES
Remove Attribute
YES
NO
NO
YES
YES
YES
YES
YES
YES
YES
YES
YES
Hierarchy Evolution
Modify the production system
All changes to the classification hierarchy are effective immediately
Refresh required to see new classes if branch was already expanded
Use Access control (deny READ access) to hide
classes until ready for use
Modifications that require access to all ICOs
might fail if users are actively modifying
affected ICOs
Perform in off hours
All options to modify the hierarchy are available
1. Import from PLM XML
2. Interactive modifications
3. Command line scripts
PLMXML
PLMXML
1
2
Classification
Admin
Dev
Dev DB
DB
Site
Site AA
Script
Script
Siemens PLM Software
Hierarchy Evolution
Using Development Environment
Using a development system allows testing any changes to the hierarchy
before being applied to the production system
Requires separate deploy step
PLMXML
PLMXML
import
PLMXML
PLMXML
2
Classification
Admin
apply
Product
Product DB
DB
Site
Site AA
Dev
Dev DB
DB
Site
Site AA
Script
Script
Script
Script
-reportFile=<filename>
Send output to file
-summary
Print hierarchy statistics
-noextended
Hide some info for better diff view
-views
List views
-pft
List associated part families
Use the output to compare hierarchies of
different sites
Group(FIXT\gYTFVP7joJxgDD) "Fixtures"
000 Group(FIXT01\gwZFVP7joJxgDD) "Assemblies"
001 Class(FIXT02\wAbFVP7joJxgDD) "Components"
|1/1 -1102 Vendor
|2/2 -1200 Description
|3/3 -1210 Comments
|4/4 -7781 Material
|5/5 -7782 Weight
|6/6 -7783 Order Number
000 Class(ugfc0101\wgUFVP7joJxgDD) "Base Plate"
|7/7 -7701 Diameter Hole
|8/8 -7702 Diameter Thread
|9/9 -7711 Distance b/w Holes (Length)
|10/10 -7712 Distance b/w Holes (Width)
|11/11 -7721 Number Of Holes (Length)
|12/12 -7722 Number Of Holes (Width)
|13/13 -7510 Thickness
000 StorageClass(ugfc010101\AFWFVP7joJxgDD) "Rectangular Base Plate"
|14/14 -7501 Length
|15/15 -7502 Width
|16/16 -7506 Length Of Chamfer
|17/17 -7507 Width Of Chamfer
|18/18 -7713 Pos.Of First Hole (Length)
|19/19 -7714 Pos.Of First Hole (Width)
001 StorageClass(ugfc010102\gReFVP7joJxgDD) "Round Base Plate"
|14/14 -7504 Diameter
Delete/purge attributes
smlutility delete attribute id=*
removes all attributes from the dictionary that are not referenced by any class
Delete/purge keyLOVs
smlutility delete keylov id=*
removes all KeyLOVs that are not referenced by any attribute
Modify a class
smlutility mod_class cid=ICM01 short_name=Short Name
Thank you.