Catia Team PDM

CATIA Team PDM
Preface
What's New?
Installation
Getting Started
Basic Tasks
Advanced Tasks
Index
Dassault Systmes 1994-2000. All rights reserved.
Preface
Overview of PDM
The Need
Next to people, information is your company's most important resource. However, many companies are
realizing that they have become so overwhelmed with the volume of data that need to be stored and
managed that they need to find comprehensive solutions to overcome their data disorganization. This
problem is particularly acute in CAD design shops, where many complex designs and documents
undergo several stages of revision as part of their development cycle. Incorrect revision of outdated
designs results in the need for additional changes later in the design process.
As your company grows, so do the number of designs, specifications and proposals that are created in
the course of project development, and over a project's entire life cycle. Organizing and managing
these designs in a secure database is of primary importance. In addition, designers and engineers
need to ensure that the correct revision of a part is correctly identified and used during the design
stages of a project.
What Are the Designer's Design Tasks?

The design engineer's tasks are varied and manifold. The high-pressure world of marketplace
deadlines requires the design engineer to work efficiently and effectively in accomplishing his or her
engineering goals.
CATIA is a mechanical CAD application that provides the means to accomplish the design engineer's
primary tasks:
to create new parts
to assemble component parts into a complete assembly
to create drawings.
What Are the Basic Data Management Tasks?

The engineer designs, redesigns, and ultimately releases documents during the life cycle process. All
of these documents must be managed during all stages of their development and undergo three basic
Data Management tasks:
File Management: any file transaction where you save or retrieve any
information from a library, a file manager or a database
Revision Management: the tracking of the change process and maintenance of
versions during the document's lifetime
Acceptance and Release: accepting a design and authorizing its use for
production.
The Solution: PDM

Product Data Management (PDM) enables engineers to manage their documents during all stages of
their development. Using PDM, you should be able to manage your documents electronically to
maintain, access and modify designs and technical related documents quickly, securely and
cost-effectively. A PDM should include the following requirements:
electronic data storage and management
flexible file organization
support of multiple file formats

document security
timely access to information
workflow automation.
CATIA Team PDM is a product data management solution that aids the engineer in integrating and
synthesizing the multitude of process events into two fundamental tasks:
design tasks
data management tasks.
Design Tasks
As the engineer designs Parts, Products, Drawings, he or she can use the CATIA Team PDM options
to enhance the CATIA capabilities.
For example, the Insert Component option enables the engineer to insert an existing Part or Product
into a new Assembly as a component:
Data Management Tasks

During the Data Management Process, the designer is required to perform activities such as searching,
copying, linking, or viewing documents. These sub-tasks are supported in CATIA Team PDM.
The example below illustrates CATIA Team PDM's convenient support for the various data
management sub-tasks. A designer can view and check revisions, and also perform many other
activities by clicking one of the tabs provided. He can then evoke the dropdown menu to begin the
editing process.
Using CATIA Team PDM, the engineer functions within an open environment, i.e. being able to
manage all engineering data within the CATIA environment.
The CATIA Team PDM functionality is deeply integrated and eliminates the time-consuming and
bureaucratic process of opening and closing external software in order to perform design and data
management tasks.
The example below demonstrates the power of CATIA Team PDM functionality:
FIND
SELECT OPERATION
VIEW
What Is CATIA Team PDM?

CATIA Team PDM is a seamless, integrated, rapidly implementable drawing and document
management tool for users of CATIA. It gives you the power to manage your Parts, Products and
Drawings easily, effectively and affordably, and provides powerful functions to assist you in building
Assemblies. The CATIA Team PDM product data management solution (PDM) is designed to give you
the tools to create, edit, view and control CATIA documents, in an intuitive and friendly way.
CATIA Team PDM is a revolutionary "rapidly implementable" PDM solution. This philosophy stands
behind the product and enables users to install, set up and implement a full fledged Product Data
Management solution very easily and rapidly, while maintaining a broad spectrum of functionality.
CATIA Team PDM streamlines the flow of documents through an organization's business process,
thereby promoting communication, cooperation and teamwork. CATIA Team PDM provides a
process-oriented approach which enables individuals to work together as a team throughout a
product's life cycle.
CATIA Team PDM comes with a complete database structure designed specifically for CATIA. It also
provides CATIA users with the ability to perform advanced searches, maintain revisions and preview
documents without opening the application that created them.
Features and Benefits

The seamless integration between CATIA and CATIA Team PDM enables the CATIA users to
streamline their workflow in the following manner:
Browse through any CATIA Team PDM window to view a hierarchical listing of
CATIA Team PDM documents.
View the Profile Card of any document. The Profile Card displays file
information, revision information, linked documents as well as thumbnail images
of the Part, Product or Drawing.
Perform searches to locate any document saved in the CATIA Team PDM
database
Create and save Assemblies. Links are automatically created between the
components of an Assembly to reflect their composition in CATIA. During
revision management, the integrity of the Assembly and its components is easily
maintained.
You can view and access these links in the Links page of the Profile card.
Where Used links list all the parents of a document. These links are
extremely useful in locating all the Assemblies in which a specific Part is
used.
Composed of links list all the children of a document. For example, it
lists all the subassemblies (Parts and Drawings) of an Assembly.
Create and save Drawings. Links are automatically created between the
Drawing and the Part/Product on which it is based. During revision
management, the integrity of the revisions is easily maintained.
CATIA Team PDM Design Environment

The CATIA Team PDM design environment provides engineers with quick and easy access to the
powerful CATIA Team PDM tools.
The Team PDM menu provides powerful functionality and enables you to perform the following CATIA
Team PDM operations.
Locate Component
Displays the Profile Card of the selected component.
Where Used
Displays a list of the parents of the document.
Check Out
Enables you to check out the document from the vault.
Check In
Enables you to check in the document to the vault. A copy of the document remains at your
desktop (in read-only mode).
Release
Enables you to release your document, thereby checking it into the Released vault. A copy of the
document remains at your desktop (in read-only mode).
New Release
Enables you to check out a new release version of your document from the Released vault.
Open
Opens the selected Part or Product in a CATIA single Part/Product window.
CATIA Team PDM icons are displayed in various CATIA Team PDM windows. Each icon displays the
state of the document and additional information as follows:
The following table describes the CATIA Team PDM icons:

Icon
Name
New
New By Other
Checked Out
Description
A document has been saved but not yet registered.
A document has been saved, and it has not yet been
registered. The document is currently being
modified.
A document has been checked out. Its current state
is Being Modified
Checked Out By Other A document has been checked out. Another user
has copied it to his or her desktop.
Checked In
A document has been checked into the vault. Its
current status is Being Modified.
Checked In, Not Latest A document has been checked into the vault, but a
later version of the document exists.
Checked In, Under
A document has been checked into the vault.
Operation
Another version of the document is being modified.
Released
A document has been checked into the Released
vault. Its current status is Released.
Released, Not Latest A document has been checked into the Released
vault, but a later version of the document exists.
Released, Under
A document has been checked into the Released
Operation
vault. Another version of the document is being
modified.
Obsolete
A document has been moved to the Obsolete vault.
Preferred Road Maps
Where to Find More Information
Preferred Road Maps

This book is intended for the user who needs to become quickly familiar with the
CATIA Team PDM product. The user should be familiar with basic CATIA Version 5
concepts such as document windows, standard and view toolbars.
To get the most out of this guide, we suggest you start reading Getting Started. Then
we suggest you read the Basic Tasks.
Where to Find More Information

Prior to reading this book, we recommend that you read:
Particularly prior to installation:
the Oracle Installation document on the CDROM Oracle 8 "SmarTeam
Database Engine"
SmarTeam_Documentation\Installation Documents\CATIA Team PDM
3_1 Installation.pdf
SmarTeam Administrators Guide
SmarTeam Users Guide
SmarTeam Vault Server Installation Guide
the various CATIA V5 installation tasks in the CATIA - Infrastructure User's
Guide Version 5
Oracle Backup.doc
Backup and Restore Database.pdf.
In general:
the SmarTeam Documentation on the CATIA V5 Team PDM CD in the
document <DRIVE>:\SmarTeam_Documentation\Installation Documents\CATIA
Team 4_0 Installation.pdf
CATIA - Infrastructure User's Guide Version 5
Conventions
Conventions
Certain conventions are used in CATIA, ENOVIA & DELMIA documentation to help
you recognize and understand important concepts and specifications. The following
text conventions may be used:
The titles of CATIA documents appear in this manner throughout the text.
File -> New identifies the commands to be used.
The use of the mouse differs according to the type of action you need to perform.
Use this
mouse button, whenever you read
Select (menus, commands, geometry in graphics area, ...)
Click (icons, dialog box buttons, tabs...)
Double-click
Shift-click
Ctrl-click
Check (check boxes)
Drag
Drag and drop (icons onto objects, objects onto objects)
Drag
Move
Right-click (to select contextual menu)
Graphic conventions are denoted as follows:

indicates the estimated time to accomplish a task.
indicates a target of a task.

indicates the prerequisites.
indicates the scenario of a task.
indicates tips
indicates a warning.
indicates information.
indicates the end of a task.
indicates functionalities that are new or enhanced with this Release.
Enhancements can also be identified by a blue-colored background in the
left-hand margin.
What's New?
Getting Started
New:
Connecting to the Database
Storing a New Part in the Database
Creating a Drawing Document from a Template
Modifying a Released Assembly
Releasing a Modified Assembly
Updating a Drawing
Advanced Tasks
New:
Administration
Creating a Template Project
Upgrading an Existing Database to from V5R4 to V5R5
Installation
Installing a Standard Customer Configuration
Installing a Standalone Station
Deinstalling
Installing a Standard Customer

Configuration
The following Installation tasks explain the installation procedure of a standard
customer configuration consisting in:
one NT Oracle server with all the Oracle administrators authorizations.
one NT Smart Vault server with the secured vault server and the tools to
manage it.
On this server, you have CATIA Team PDM Tools, but NO CATIA
installation, and NO CATIA Team PDM client.
one NT with CATIA Team PDM administrator authorizations. This is the
CATIA Team PDM Administrator client. On this computer, you have all
the administrative tools for CATIA Team PDM, with CATIA, CATIA Team
PDM clients and ORACLE clients.
one or more NTs with a simple CATIA Team PDM client installation, with
no administrative tools. On this computer, you only have CATIA, CATIA
Team PDM clients and ORACLE clients.
This configuration will allow all CATIA Team PDM clients (administrator and
simple) to share an ORACLE database located on the ORACLE server and
vaults located on the Smart Vault server. This is the configuration which
Dassault Systemes and Smart Solutions strongly recommend you use for a
client-server Installation with CATIA V5 and CATIA Team PDM.
In the Installation part of this documentation, the Smart Vault server will be
referred to as targe.
What You Need Before Installing

Installing the ORACLE Server
Installing the Smart Vault Server
Installing the Client
Performing Additional Steps for Administrator Client Installation
Checking Database Installation
What You Need Before Installing

Required Software
To perform the complete installation, you will need the following
software:
CDROM CATIA V5 Release 4
CDROM CATIA V5 Team PDM 4.0
CDROM Oracle 8 "SmarTeam Database Engine"
Prior to installation it is strongly recommended to deinstall any CATIA,
CATIA Team PDM and SmarTeam installation that may already exist.
Related Documentation
The set of Installation tasks are not intended to replace all other existing
installation documentation. The aim is only to describe briefly the various
steps of a standard customer configuration. For more information, refer
to the following documentation:
the Oracle Installation document on the CDROM Oracle 8
"SmarTeam Database Engine"
SmarTeam_Documentation\Installation Documents\CATIA Team
PDM 4_0 Installation.pdf
SmarTeam Administrators Guide
SmarTeam Users Guide
SmarTeam Vault Server Installation Guide
the various CATIA V5 installation tasks in the CATIA Infrastructure User's Guide Version 5
Oracle Backup.doc
Backup and Restore Database.pdf.
Users and Groups in Windows NT,

Team PDM and ORACLE
To install and then use CATIA Team PDM, you will use various user
logins:
For Windows NT, you will use several NT user accounts. You will
use an NT user belonging to the SmVaultAdmin or SmVaultClient
groups for the use of Smart Vault tools.
to access Oracle tools, you will be asked for an Oracle login. This
login (the username is system, the password is manager) is the
default Oracle login created during the Oracle installation.
to access the CATIA Team PDM database, you will use a CATIA
Team PDM login. A default user is automatically created in the
database during its initialization (using the Smart Wizard tool).
The user is joe (without any password). It has administrator
privileges i.e. it can be used to create all other CATIA Team PDM
users. For an explanation on how to manage these users, please
refer to the chapter "SmarTeam User Security" in the SmarTeam
Administrator's Guide.

This task shows how to install the ORACLE server.
The following components are to be installed:

On the database server, use the CDROM Oracle 8 "SmarTeam
Database Engine"
Perform all the actions to install the ORACLE server. (You must also
install an ORACLE Client.)
Important: For ORACLE rollback segments created during the ORACLE
installation step, the following row must be inserted into the file
<Oracle_HOME>\DATABASE\INITORCL.ORA
(<Oracle_HOME> being the name of the directory where you install the
ORACLE server):
ROLLBACK_SEGMENTS=(RB1,RB2,RB3,RB4)
where RB1,RB2, etc. are the names of the created rollback segments.
Checking the ORACLE Server

Installation
1. Check the Rollback Segment status as follows by selecting the

Start Programs ORACLE Enterprise Manager Storage
Manager command.
2. Log on using the username system and the password manager to
check the status.
The segment must be in status ONLINE mode (in red).

This task shows how to install the Smart Vault server. It can be done either on the
machine where the ORACLE server is installed or on another machine and is made up of
the following stages:
Installing the ORACLE Client
Setting Rights for NT Users and User Groups on the Vault Server
Defining User Authorizations to Access Smart Vault
Checking the Vault Installation
Creating Your Database Alias and Your Database
Creating a New Database from a Database Template
Creating Secured Vaults Automatically
Creating Secured Vaults Manually
Testing Secured Vaults for Your Server
Before starting check that you have the following CD:

CATIA Team PDM Version 5 Release 4.
The following components are to be installed:
Installing the ORACLE Client

1. Follow the procedure described in the document on the CATIA V5 Team PDM CD
in the document : <DRIVE>:\SmarTeam_Documentation\Installation
Documents\Oracle Installation.pdf.
2. Perform all the steps in the sections "Installing an ORACLE Client" and "Creating
an ORACLE Database Alias".

Follow the installation procedure as described.
For more information about SmarTeam installation, refer to the SmarTeam
Documentation on the CATIA V5 Team PDM CD in the document
<DRIVE>:\SmarTeam_Documentation\Installation Documents\CATIA Team 4.0
Installation.pdf.
1. Select the Install menu to display the CATIA Team PDM setup utility installation
screen to select the required installation process.
The CATIA Team PDM setup utility installation screen appears.
2. Click CATIA Team PDM to commence installing the software.
The CATIA Team PDM installation program
will now be activated to take you through the
software installation process, starting with
the Welcome window, as illustrated.
3. After reading the contents of the Welcome window, click Next to proceed to the
next window, Registration.
4. In the Registration window, as

illustrated, personalize the program by
entering your name and company
details in the applicable fields.
5. Select Next to proceed to the next
window, Registration Confirmation.
6. In the Registration Confirmation

window, as illustrated, verify that the
details entered in the Registration
window are correct and click Yes to
proceed to the next window, Main
Installation Type.
If the details entered are incorrect, click No to return to the Registration window and
make your changes, where applicable.
Note:
The Serial Number is entered automatically and cannot be altered.
You may be prompted to reboot your computer. If so, select Yes ("I want to restart my
computer). Once the reboot has been performed, repeat steps 1 through 6.
7. After reading the contents of the
License Agreement window, click
Yes to proceed to the next window,
Main Installation Type.
8. In the Main Installation Type window,

as illustrated, click on the Server
button to install CATIA
Team PDM Server software with the
CATIA Team PDM database on a
server station (Windows NT only).
The Choose Destination Location window now opens automatically, as illustrated.

In the Choose Destination Location
window, the Destination Folder area shows
the destination directory where CATIA
Team PDM program files will be installed.
9. Click on the Next button.
A setup warning message appears if
there is not enough space available on
the destination disk for the selected
installation setup type.
10. To select a new folder for installation,

click on the Browse button to open
the Choose Folder window, as
illustrated. Enter a different valid path
and directory then click on the OK
button to close the window.
If the directory folder does not exist, a Setup warning message will appear to prompt you
to create the new folder.
In the Setup window, click Yes to create the new folder or click No to return to the
Choose Folder window and enter a new path and directory name, where applicable.
11. In the Choose Destination Location window, click on the Next button to proceed
to the next window, Select Components.
In the Select Components window,

the following components are already
selected by default and are
mandatory:
InterBase Server (selected if
the Vault Server is selected)
Vault Server (to be able to use
vaults).
12. Select the following (recommended
but not mandatory):
Vault Tools to manage your
secured vaults
Smart Tools to manage your
database (for instance with the
Wizard).
13. Click on the Next button to proceed to
the next window, Components to
Install.
14. In the Components to Install window,
as illustrated, scroll through the list of
selected components and verify that
the components selected are correct.
15. Click Next to proceed to the next
window, Vault Server Setup.
16. In the Vault Server Setup window, as

illustrated, scroll through the window
and read the details providing
information on security permissions
when setting up the Vault Server.
This is the text that appears:

Security permissions for vault installation
Before installation
The installation of the vault server creates user-groups, possibly at the
domain. The process must run in context of a user with proper security
permissions in order to create groups at the domain . The user is required
to be a member of the Administrators or Account Operators group.
The vault installation will also install the vault service. A user for the
service must exist at installation time. The user's security permissions
can be configured at a later time.
Vault Groups
It is required to supply a few parameters in order to create the vault
groups. The first is the server name at which they are to be created. The
second parameter tells whether to create the groups as GLOBAL or
LOCAL.Global groups at the domain server are known at the domain level.
Local groups are known only within one machine.
The next pair of parameters gives the Name and Description of the
Vault-Administrators group. The next pair of parameters gives the Name and
Description of the Vault-Users group. The last parameter is the name of the
local predefined "Everyone" group.
Service
The service is started in context of a specific account. This account must
be a member of the Vault-Administrators group. This way it gets all the
security permissions to execute all operations on the vault directories and
the files within them.
The service account must
it resides. "Act as part
"Increase quotas". These
the "User Rights Policy"
also have some special user rights at the machine

of the operating system", "Log on as a service",
special rights can be granted (MANUALLY) through
window of the "User Manager" utility. Choose from
the menu "Policies User Rights" in order to get into the "User Rights
Policy" window. You must check the "Show Advanced User Rights" checkbox in
order to see the special user rights in the combo-box. You may choose to
give these special rights to the Vault-Administrators group instead of
giving it to each user account. Any member of the Vault-Administrators
group will inherit these user rights.
After installation 1. Associate users to the vault groups.
17. Click Next to proceed to the next window, Select Groups.
In the Select Groups window, as illustrated,

the default folder name CATIA Team PDM
4.0 appears in the Program Folders text
box. This is the program name that will
appear in the Program Groups box on your
computer.
18. If necessary, type in a new program
name or select an existing folder from
the displayed list.
19. In the Select Directory window, as

illustrated, the default folders for Icon
Path, Help Path and Script Path
appears. If necessary, type in new
paths.
20. Click Next to proceed to the next window, Database Server Location.
21. In the Database Server Location
window, as illustrated, in the Host
Name field, enter the computer name
for the CATIA Team PDM Server
computer.
22. In the Directory field, enter, if
necessary, the directory path location
for installing the InterBase Server.
window, Local\Global User Groups.
24. In the Local\Global User Groups

window, as illustrated, select Local to
create vault groups in the local domain
the vault groups will be created on
the local computer.
window, Vault Server Setup.
26. In the SmarTeam Vault Server Users

Groups window, as illustrated, in the
Name field enter the name of the
SmarTeam Vault administrator user
group. By default, the name of this
group is SmVaultAdmins.
27. In the Description field, enter an
identifiable description name for this
user group.
28. Click Next to proceed to the next window, SmarTeam Vault Clients Users
Groups.
29. In the SmarTeam Vaults Clients
Users Groups window, as illustrated,
in the Name field enter the name of
the SmarTeam Vault clients user
group. By default, the name of this
group is SmVaultUsers.
30. In the Description field, enter an
identifiable description name for this
user group.
31. In the Everyone field, enter Everyone
as the Everyone group name (the
default name).
window, Vault Server Service.
33. Click Next to proceed to the next window, Vault Server Service.
34. In the Vault Server Service window,

as illustrated, in the User Name field,
enter the administrator's user name
used for the Vault Server log on.
This user will run the Vault Service
and must belong both to the NT
Administrator group and the
SmarTeam Vault Administrator group.
The name chosen should be an
administrator on the local computer.
35. In the Password field enter the
password for the Vault Server log on,
i.e. the administrator's password.
36. In the Confirm Password, enter the
password exactly as entered in the
previous Password field.
37. Click Next to complete SmarTeam Server installation.
38. After successful installation, the Setup
Complete window appears, as
illustrated.
39. Select one of the two options for
rebooting your computer now or later
by clicking on the appropriate radio
button.
40. After successful installation, the Setup

Complete window appears, as
illustrated.
Click Finish button.
Setting Rights for NT Users and User Groups on

the Vault Server
1. Select the Start Programs Administrative Tools (Common) User Manager
command. In this submenu the groups SmVaultAdmins and SmVaultUsers are
defined.
2. Select SmVaultAdmins.
3. In the toolbar, go to the submenu Policies User Rights.
4. At the bottom left of the panel, click to activate the option Show Advanced user
rights.
5. Select the item Act as part of the operating system.
6. Select Add.
7. In the Add Users and Group dialog box that appears, choose the domain in the List
Names from combo box by selecting the name of the computer you are working
with (because you have already created the groups on the LOCAL computer).
8. Choose the group (on the domain of your machine) by selecting SmVaultAdmins
then Add and finally select OK.
9. Do the same for Log on as a service and Increase quotas.
Defining User Authorizations to Access Smart

Vault
The NT user running the Smart Vault service on the Oracle and Smart Vault
server machine must belong to the SmVaultAdmins group.
The NT user using Smart Vault capabilities as a client (like NT users logging onto
simple CATIA Team PDM client or CATIA Team PDM Administrator client
machines) must belong to the SmVaultUsers group.
1. Select the Start Programs Administrative Tools (Common) User Manager

command.
2. Double-click on the group name.
3. Select the Add button to display the Add Users and Group dialog box.
4. Select the domain and the user in this dialog box.
5. Select the Add button to add your user to the group.
6. Select OK to confirm that the user belongs to the group.
In the example above, there are three computers and three NT users:
user1, used on the server, belongs to the SmVaultAdmin and Administrator
groups
user2, used on the CATIA Team PDM Admin client machine, belongs to the
SmVaultClient group
user3, used on the Simple CATIA Team PDM client machine, belongs to the
SmVaultClient group.
For more information about Smart Vault installation, refer to:
SmarTeam Administrator Guide (Chapter 5, "Maintaining the Vault Server")
SmarTeam Vault Server Installation Guide.
Checking the Vault Installation
1. Select the Control Panel Services command and check to make sure that the
services InterBase Server and SmarTeam Vault Service are running (with the
status Started). Otherwise, select the service to highlight it, and select Start.
2. Check to make sure that in the document <DRIVE>:\Program Files\CATIA Team
PDM 4.0\LocalConfig\Smvlt32.ini the names of the groups are as follows:
VaultClientsUsersGroup=SmVaultUsers
VaultServersUsersGroup=SmVaultAdmins
3.
4.
5.
6.
EveryoneUsersGroup=Everyone
If you want to have a log file, set LogFileActive to YES.
Check to make sure that the prerequisite services for the SmarTeam Vault Service
are correct. To do this, go to Control Panel Services and select the Smart Team
Vault Service to highlight it then select Stop.
Run the SetServicedepency.exe in the folder:
<DRIVE>:\Program Files\CATIA Team PDM 4.0\Bin.
You must have the same prerequisite services as shown in the figure below
(InterBase Server, OracleService ORCL and OracleTNSListener).
If you have other services (for example, the Hasp Loader) select uninstall, remove
it by selecting the < pushbutton then select Install.
7. In Control Panel Services, select SmarTeam Vault Service to highlight it, and
select Start.
8. After a shutdown, check to make sure that the SmarTeam Vault Service is still
running.
Creating Your Database Alias and Your

Database
1. Go to the directory <DRIVE>:\Program Files\CATIA Team PDM 4.0\BDE and run
bdeadmin.exe.
2. Select Object New.
3. Choose ORACLE, then select OK.
4. Rename the name of your base from ORACLE1 to the name you wish, in our
sample we will use SmCATIAForTest.
5. In the field USERNAME,key in smarteam.
6. In the menu Object, select the item Exit.
7. Select YES to confirm the save of all edits to the BDE Administrator.
8. Wait for thirty seconds for the connections between Oracle and SmarTeam to be
set then rerun bdeadmin.exe.
9. Select SmCATIAForTest.
10. Select the field SERVER NAME.
11. Select the arrow to get the combo box list.
12. Select the name SmarTeam.world in the list.
14. Select YES to confirm the save of all edits to the BDE Administrator.
15. Rerun bdeadmin.exe.
16. Check to make sure that the alias has been correctly defined by selecting the alias
name SmCATAForTest in the tree. Open it by selecting the + in the tree and enter
the username smarteam with the password smarteam. If the alias icon name in the
database tree has a green border the alias is correct.
Your alias is created. You can now create the database.
Creating a New Database from a Database

Template
1. Select the Start Programs CATIA Team PDM 4.0

Smart Wizard command.
2. If required, select a template in the list.
Administrative Tools
3. Select the File Load Template command.

4. Select Add to add any alternative languages you may wish to add to Destination
Db.
5. Select the Tools Destination Data Base command, choose SmCATIAForTest
then select OK.
6. Key in the password smarteam.
7. Select Create.
This step takes about thirty minutes so be patient!
8. Key in joe without any password to begin database creation.
9. Select yes to create the indexes.
10. Key in your company name in the Company name field and SmCATIAForTest in
the DataBase Name field.
If database creation is successful you get the message Destination Data Base
was successfully created.
Your database is now created.
For more explanations of how to create a database alias, refer to Appendix A of the
SmarTeam Administrators Guide.
Creating Secured Vaults Automatically

For more information, see the SmarTeam Vault Server Installation Guide and Chapter 5
of the SmarTeam Administrators Guide.
1. Check, in Control Panel Services to make sure that the SmarTeam Vault
Service is running (with the status Started).
2. On the server, log on as an NT administrator to use the administrative tools.
command.
4. Log on as joe without any password.
Vault Server Setup
5. Select the File Switch to DataBase command.

You may have to add it to the list of available databases to be able to select it.
7. Key in smarteam as the database password.
8. Log on again as joe without any password.
9. Select the Options
Vault Preference Flag command to activate the flag.
10. Select the Options Create Default Environment command.

11. Select TCP/IP as the vault server protocol.
The following text appears:
Set "Vault Server Services" preference on.

Create shared directory as doorway to vaults.
"e:\Program Files\CATIA Team PDM 4.0\SmVaults" (Shared as
"SmVaults")
Create default vaults.
"e:\Program Files\CATIA Team PDM 4.0\SmVaults\Checked In"
"e:\Program Files\CATIA Team PDM 4.0\SmVaults\Released"
"e:\Program Files\CATIA Team PDM 4.0\SmVaults\Obsolete"
Create root working directory.
"e:\Program Files\CATIA Team PDM 4.0\SmTemp" (Shared as
"SmTemp")
Create generic public vault references
All projects, all file types, checked in.
All projects, all file types, released.
All projects, all file types, obsolete.
Your secured vaults are now created.
12. Shut down your computer to activate the vault server.
Creating Secured Vaults Manually

1. Check, in Control Panel Services to make sure that the SmarTeam Vault
Service is running (with the status Started).
2. On the vault server, log on as an NT administrator to use the administrative
tools.
To illustrate the creation of secured vaults manually, there follows the example of
the creation of a simple structure with only three vaults (Checked In, Release and
Obsolete). If you prefer, you can of course create a more complex structure.
For more information, see the SmarTeam Vault Server Installation Guide and the
SmarTeam Administrators Guide.
3. Create two shared folders on the computer, for instance:
SmTempForTest (the clients temporary directory serves as a temporary
location for files as they are copied to/from a vault)
SmVaultForTest (the root folder for vault folder structure. In our sample this
structure will manage the following three life cycle object statuses: Checked
In, Release and Obsolete).
4. Select the Start Programs CATIA Team PDM 4.0 Vault Server
Setup command to create the new vault server based on the SmTempForTest
folder.
5. Enter joe as the user name without any password.
6. Select the File Switch to DataBase command.
You may have to add it to the list of available databases to be able to select it.
8. Key in smarteam as the database password.
9. Enter joe as the user name with the password.
10. Select the Options Vault Preference Flag command to activate the flag.
11. Right-click Vault Server to display the New Vault Server menu. Click on New
Vault Server to display the Vault Server Details dialog box.
12. Select TCP/IP as the vault server protocol.
Here are some definitions of the fields in the Vault Server Details dialog boxes:
Field
Description
Vault node name
Enter a name for the Vault Server.

Enter the path in the network to the
location where the Vault Server is
Vault node path
Clients root
to
installed. Click on the browse button
display a standard file selection window.
Define the location of the temporary
directories for SmarTeam users. The
clients root path must be located on the
vault server's computer. The clients
temporary directory serves as a temporary
location for files as they are copied to/from
to
a vault. Click on the browse button
display a standard file selection window (in
our example SmTempForTest).
Vault server protocol
TCP/IP port
Choose the protocol for client/server

communication.
When you choose TCP/IP, its address and
port are displayed automatically.
If you are working with a TCP/IP protocol,
you can change the port.
13. Click OK to continue.

14. To set the vault folder structure, in the Vault Server Setup dialog box, right-click on
the vault node branch and select new shared directory.
Here are some definitions of the fields in the Vault Server Setup dialog boxes:
(The Vault node name and Vault node path fields display the name and location
of the vault server.)
15.
16.
17.
18.
19.
20.
21.
22.
Field
Description
Name
Enter a name for the shared directory.

Enter the directory name in the Vault
Server that will serve as a shared
Shared directory
to
directory. Click on the browse button
display a standard file selection window (in
our example SmVaultForTest).
Description
Enter the descriptive text (optional).
After you have decided what vault structure you want to put in place you can define
this structure in the CATIA Team PDM database using the setup vault utility. In our
example, we are going to create three new vaults: Checked In, Release and
Obsolete.
In the Vault Server Setup dialog box, right-click on the vault server and select new
vault.
The Vault Detail dialog box appears.
In the Vault name field, key in Check In for instance.
In the Vault directory field, key in \Check In for instance.
For Security Mode set Medium Security.
Select OK.
If you need to create the shared directory, select YES.
Repeat the same steps for the Release and Obsolete vaults.
Your Checked In, Release and Obsolete secured vaults have now been created.
Shut down your computer to activate the vault server.
Testing Secured Vaults for Your Server
1. Select the Start Programs CATIA Team PDM 4.0 Administrative Tools
Default Values command.
SmCATIAForTest is now the current database for CATIA Team PDM Tools.
Tester command.
4. Enter joe as the user name without any password.
5. In the tab you should have the following message:
Administrative Tools
Db Name is: SmCATIAForTest

Test application is ready.
6. Select the Log
ON command.
7. Select the File
StartWorking command. The following message appears:
Db Name is: SmCATIAForTest

Test application is ready.
!!! Starting the Cycles !!! :-)
--- Cycle Left: 5 --- 11/5/99 6:32:25 PM
got working directory : \\TARGE\SmTemp\TARGE.
:( !!! Errors :
Warning No: 01181r
Failed to receive from socket.
System Error(10060):"".
:( Failed to get security mode of 1st vault.
----- 11/5/99 6:32:36 PM
--- Cycle Left: 4 --- 11/5/99 6:32:36 PM
got 1st vault mode : Medium Security.
Copied file to 1st vault.
File VsT_TARGE_50.TXT exists on 1st vault.
Copied file from 1st vault to 2nd vault.
got 2nd vault mode : Medium Security.
Set RW to file on 2nd vault.
Set RO to file on 2nd vault.
Copied file from 2nd vault.
Deleted file from 1st vault.
Deleted file from 2nd vault.
------ 11/5/99 6:32:44 PM
--- Cycle Left: 3 --- 11/5/99 6:32:44 PM
------ 11/5/99 6:32:51 PM
--- Cycle Left: 2 --- 11/5/99 6:32:51 PM
Vault

------ 11/5/99 6:32:59 PM
--- Cycle Left: 1 --- 11/5/99 6:32:59 PM
------ 11/5/99 6:33:06 PM
!!! Finished the Cycles !!! :-)
8. You can now install ORACLE Clients on an NT Station from the CATIA V5 Team
PDM CD.
Installing the Client

This task shows how to install the client for both the user and
administrator and comprises the following stages:
Installing ORACLE Clients
Installing SmarTeam Clients
Installing CATIA V5
Creating Your Database Alias
Testing Secured Vaults for Your Client
Selecting Vaults in the CATIA Team PDM Session
Installing Oracle Clients

1. On the client, follow the procedure described in the Oracle
Installation document on the CDROM Oracle 8 "SmarTeam
Database Engine".
2. Perform all the actions.
Installing SmarTeam Clients
Use the CD CATIA V5 Team PDM 1 Version 5 Release 4 Windows NT
For more information about SmarTeam installation, refer to the

SmarTeam Documentation on the CATIA V5 Team PDM CD in the
document <DRIVE>:\SmarTeam_Documentation\Installation
Documents\CATIA Team 4_0 Installation.pdf.
1. In the Main
Installation Type
window, as illustrated,
click on the CATIA
Team PDM Client
button to
install CATIA Team
PDM Client software
on a local computer
with access to the
CATIA Team PDM
database already
installed on a server
station.
2. In the Sub
Installation Type
window click on the
button for your
preferred installation
type, as described
below:
You are advised to
select the Typical
installation
button.
This installs all files
and applications and
is recommended when
installing the program
for the first time.

In the Choose Destination
Location window the
Destination Folder area
shows the destination
directory where CATIA
Team PDM program files
will be installed.
3. Click on the Next
button.
A setup warning
message appears if
there is not enough
space available on the
destination disk for the
selected installation
setup type.
4. To select a new folder
for installation, click on
the Browse button
to open the Choose
Folder window, as
illustrated.
5. Enter a different valid
path and directory
then click on the OK
button to close the
window.
6. If the directory folder does not exist, a Setup warning message will
appear to prompt you to create the new folder. In the Setup
window, click Yes to create the new folder or click No to return to
the Choose Folder window and enter a new path and directory
name, where applicable.
7. In the Choose Destination Location window, click on the Next
button to proceed to the next window, Select Components.
8. In the Select
Components window,
as illustrated, click in
the applicable
checkbox to select the
component(s) you
want to install. A
check mark indicates
your selection. To
deselect an option,
simply position the
cursor on the tick sign
and click once. A brief
description of each
component appears in
the Description
section when you
highlight a component.
Note that specific components are already selected by default. If you do
not require these components, click in the specific checkbox to deselect
them.
The minimum requirements are as follows:
CATIA Team PDM
Smart Tools (only if you want a CATIA Team PDM Administrative
client)
Vault Tools.
9. Click on the Next button to proceed to the next window,
Components to Install.
10. In the Components to

Install window, as
illustrated, scroll
through the list of
selected components
and verify that the
components selected
are correct.
11. Click Next to proceed
to the next window,
Select Groups, or
click Back to return to
a specific window to
review and change
any incorrect settings
before commencing
actual installation.
In the Select Groups
window, as illustrated, the
default folder name CATIA
Team PDM 4.0 appears in
the Program Folders text
box. This is the program
name that will appear in the
Program Groups box.
12. If necessary, type in a
new program name or
select an existing
folder from the
displayed list.
13. In the Select

Directory window, as
illustrated, the default
folders for Icon Path,
Help Path and Script
Path appears. If
necessary, type in
new paths.
14. Select the Work and

View directories.
15. Click Next to proceed
to the next window,
Database Server
Location.
16. In the Database

Server Location
window, as illustrated,
in the Host Name field
enter the computer
name for the CATIA
Team PDM Server
computer.
17. In the Directory field,
enter the directory
path location for
installing the
InterBase Server.
If you selected specific integrations in the Integration Plug-ins window

during the installation procedure, and you have MS Office 2000 Word
and/or MS Excel installed, and the security level is set to High, the MS
Office Integration window will appear, prompting you to reduce the
security level to Medium.
18. Click Next to commence CATIA Team PDM Client software
installation.
After successful installation,
the Setup Complete
window appears, as
illustrated.
19. Click Finish button.
Installing CATIA V5
1. Follow the standard installation procedure by choosing Product
TD1 (custom installation) and your current configuration.
2. Check the licensing selection.
3. Run a CATIA session.
4. Check in the Tools Options Licensing tab.
5. Select the products/configurations including the TD1 product.
6. If you have a CATIA Service Pack, install it by following the
standard installation procedure for CATIA Service Pack
installation.
Creating Your Database Alias

1. Go to the directory <DRIVE>:\Program Files\CATIA Team PDM
4.0\BDE, and run bdeadmin.exe.
2. Select Object New.
3. Choose ORACLE.
4. Rename the name of your base from ORACLE1 to the name you
wish. In our sample we use SmCATIAForTest.
5. In the USERNAME field, key in smarteam.
6. Select Menu Object Item Exit.
7. Select YES to confirm the save of all edits to the BDE
Administrator.
8. Wait a moment for the connection between Oracle and SmarTeam.
9. Run bdeadmin.exe again.
11. Select the SERVER NAME field.
12. Select the arrow to get the combo box list.
13. Select the name SmarTeam.world in the list.
14. Select the Exit item in the Object menu.
15. Select YES to confirm the save of all edits to the BDE
Administrator.
16. Run bdeadmin.exe again.
17. Check that the alias has been correctly defined by selecting the
alias name SmCATAForTest in the tree .Open it by selecting the +
in the tree and enter the username smarteam as well as the
smarteam password.
it is correct if the alias icon name in the
database tree has a green border.
18. Select the Exit item in the Object menu.
Your database alias has now been created.
Testing Secured Vaults for Your Client

1. Select the command Start Programs CATIA Team PDM 4.0
CATIA Team PDM.
2. Enter the user name (joe) without any password.
3. Select the submenu File Switch to Database..., choose Add to
display the Available Databases dialog box then select
SmCATIAForTest from the list.
4. Click on OK, key in the password smarteam then click OK to
activate it.
Administrative Tools Vault Tester.
7. Reenter the user name (joe) without any password.
8. In the tab you should have the following message:
Db Name is: SmCATIAForTest Test application is ready.
9. In the submenu, select Log
ON.
10. In the submenu, select File StartWorking. You should get the
same message that you saw on the vault server computer: (To see
this message, refer to the Vault Tester message.)
Selecting Vaults in the CATIA Team

PDM Session
On the CATIA Team PDM Administrator Client, do the following:
CATIA Team PDM.
2. To initialize the Vault directories for SmCATIAForTest and go to
the submenu Tools Vault Maintenance in the CATIA Team PDM
session.
3. Log on as joe without the password.
4. Select the tab Checked In.
5. Select Add.
The Vault Data panel appears.
6. Select All in the File type field select the logical name of the Check
In vault in the Vault Name field then do the same for the Obsolete
and Released vaults.
The logical names Checked In, Obsolete, Released are referenced
respectively.
You are now ready to use your vaults for your database.
At this step, you have installed your Software Environment for the server
and the clients.
Performing Additional Steps for

Administrator Client Installation
The task below shows you how to carry out extra steps on the administrator client
machine. It is made up of the following operations that are required before any simple
client can use the CATIA Team PDM installation:
Customizing the CATIA Team PDM Environment for CATIA Type Integration
Defining Life Cycle Options
Defining Default Values in CATIA Class Profile Cards
Setting an Automatic ID
Language Selection
Creating SmarTeam Users and Groups
Checking User Group Creation
Setting the Default User joe to Obsolete
Defining User Rights for SmarTeam Users and Groups
Checking Newly Defined User Rights
Customizing the CATIA Team PDM Environment

for CATIA Type Integration
See Defining CATIA File Types and Their Associated Tools in the task "Upgrading an
Existing Database to V5R4".
Defining Default Values in CATIA Class Profile

Cards
1.
2.
3.
4.
5.
6.
In a CATIA Team PDM session, go to the submenu Tools Script Maintenance.

Enter the user name joe without any password.
In the tree, select CATIA on the left.
On the right, select the System tab.
Double-click on the cell located on the line Add and the column before.
In the file browser dialog box, double-click on SetDesc.BS and click OK to validate.
You now have SetDescription in the cell located on the line Add and the column
before.
7. Select the File Exit command.

8. Perform the steps described in Defining Default Values in CATIA Class Profile Cards
in the task "Upgrading an Existing Database to V5R4".

9. Perform the steps described in Defining CATIA Integration in the task "Upgrading an
Existing Database to V5R4".
10. Perform the steps described in Defining Default Property Mapping in the task
"Upgrading an Existing Database to V5R4".
Setting an Automatic ID
1. Perform the steps described in Defining Masks for Automatic IDs in the task
"Upgrading an Existing Database to V5R4".
Language Selection
On each CATIA Team PDM client, do the following:
1. Select the Start
Programs
CATIA Team PDM 4.0
CATIA Team PDM command.
2. Enter the user name joe and the password.

3. Select the submenu File
the list.
Switch to Database... and select SmCATIAForTest from
4. Click on OK, key in the password smarteam then click OK to activate it.
5. Enter the user name joe but this time without the password.
6. Select Tools
Language Selection.
7. Choose your language.
Creating SmarTeam Users and Groups

Here we describe user customization. (For security reasons, default users like joe must be
restricted or inhibited.)
For more information about SmarTeam User Authorization, refer to Chapter 6, System
Administration Functions, User Security in the SmarTeam Administrator Guide.
Creating SmarTeam Users

On the CATIA Team PDM Admin client, open a CATIA Team PDM session and do the
following:
1. Select the Start Programs CATIA Team PDM 4.0 Administrative Tools Users
Maintenance command.
2. Log on as user joe without any password.
3. In the Administration dialog box, select the users icon or select the submenu Security
Users.
4. In the Users dialog box, select Add to create a new user.
5. In the same dialog box, enter user-related information. For instance, enter
TDMadmin in the User login field and use TDMadmin as the password. Complete the
others fields as well.
6. Select OK to confirm user creation.
7. Select Close.
8. In the Administration dialog box, select the Authorization icon or select the submenu
Security Authorization.
9. Select users, TDMadmin and Administrative functions.
10. Select Apply then Close to close the window.
12. Select users.
13. In the list, select TDMadmin.
14. In the User Authorization dialog box, select, in the class tree, Class Browser.
15. Click on Administrative functions.
16. Select Full Authorization
All cells are selected.
17. Select Apply.
18. Select Close to close the window.
19. Select the File
Exit command.
A new user has now been created for CATIA Team PDM (with Administrative Functions).
This user can create new users, create projects or modify CATIA Team PDM Life Cycle
rights for other users.
Creating SmarTeam User Groups

On the CATIA Team PDM Admin client, open a CATIA Team PDM session and do the
following:
1. Select the Start Programs CATIA Team PDM 4.0 Administrative Tools Users
Maintenance command.
2. Log on as user TDMadmin with the password.
3. In the Administration dialog box, select the group icon or select the submenu
Security Groups.
4. In the Authorization Groups, select Add.
5. In the dialog box, enter SmarTeamAdmin for instance in the Group Name field to
create the group of SmarTeam administrators.
6. Select Apply to confirm the creation of this group.
7. In the dialog box, key for instance SmarTeamClient in the Group Name field in order
to create the group of SmarTeam clients.
8. Select OK to confirm the creation of this group. You can see that the dialog box has
been updated with the newly created groups
9. Select Close.
10.
11.
12.
13.
14.
New user groups have now been created for CATIA Team PDM.
In the Administration dialog box, select the users icon or select the submenu Security
Users.
Select Add and create a user, TDMclient1, for instance, with the password.
Select Apply to confirm creation.
Create another user, TDMclient2, for instance, with the password.
Select OK to confirm the creation of this new user.
In order to simplify user access, you can create a CATIA Team TDM client with the same
user name and password as an NT user. For example, for an end user currently using
Andrew as the user name and AndrewPWD as the password for the NT login, in the last
step you would define the related TDM client user using Andrew for the user name and
AndrewPWD for the password.
Checking User Group Creation

In the Users dialog box, you can see the newly created users. (Note that these users have
been created by the user TDMadmin.)
1. Select TDMadmin in the user login list, select SmarTeamAdmin in the user group list
and click on the icon >.
You can now see that TDMadmin is a member of the SmarTeamAdmin group.
2. Select TDMclient1 in the user login list, select SmarTeamClient in the user group list
You can now see that TDMclient1 is a member of the SmarTeamClient group.
3. Select TDMclient2 in the user login list, select SmarTeamClient in the user group list
You can now see that TDMclient2 is a member of the SmarTeamClient group.
4. Select Close.
Users have now been created for CATIA Team PDM and belong to different user groups.
Setting the Default User joe to Obsolete

1. In the Administration dialog box, select the users icon or select the submenu Security
Users.
2. Select joe.
3. Select Delete then Yes to confirm.
4. Continue to select yes until the system no longer finds any reference to the user joe.
5. Click on Close to close the window.
6. Select the File
Exit command.
The user joe is now obsolete and you will no longer be able to use it in CATIA Team PDM
for the SmCATIAForTest database.
Defining User Rights for SmarTeam Users and

Groups
1. Select the Start
Programs CATIA Team PDM 4.0 Administrative

Tools Users Maintenance command.
2. Log on as the user TDMadmin using the password (as created in Creating
SmarTeam Users and Groups along with the password.
4. In the User Authorization dialog box, select, in the class tree, Class Browser.
5. Select SmarTeamAdmin in the list and click on the Authorization groups and
Administrative functions.
6. Select Full Authorization.
All cells are selected.
7. Select Apply to confirm the rights for this group.
8. Select the CATIA Product leaf in the tree (by going to Class Browser Classes
Documents CAD Files CATIA), and select Show inherited authorization.
You can see that all cells are now selected in red (rights cannot be modified).
Administrative rights on CATIA are also available on CATIA Products for the
SmarTeamAdmin group.
9. Select users.
10. Select Class Browser in the tree.
11. Select TDMclient1 in the user list, select Full Authorization with no Administrative
functions then select Apply.
12. Select TDMclient2 in the user list, select class Browser in the tree, select Full
Authorization with no Administrative functions then select Apply.
13. Select CATIA in the tree (by going to Class Browser Classes Documents CAD
Files CATIA) then select Full Authorization.
14. Select all cells located on the line Release and New Release to deactivate these
rights for the client TDMclient2.
15. Select Apply.
16. Select Close to close the window.
17. Select the File
Exit command.
The result of the operations you have just performed can be illustrated as follows:
As you can see three users now have different rights regarding the use of CATIA
documents:
TDMadmin: a CATIA Team PDM administrator with all rights (administrative

functions and system operations)
TDMclient1: with all rights (no administrative functions but system operations)
TDMclient2: cannot perform CATIA Team PDM release operations.
Checking Newly Defined User Rights

1. In the CATIA Team PDM session, select the Start
4.0 CATIA Team PDM.
2. Log on as joe.
You will be told that an illegal login occurred.
3. Log on as TDMadmin.
Programs
CATIA Team PDM
4. Go to the submenu Tools User Maintenance and log on as TDMclient1 using the
password.
All you can do is modify the password.
5. Go to the submenu Tools User Maintenance and log on as TDMclient2 using the
password.
All you can do is modify the password.
6. Go to the submenu Tools User Maintenance and log on as TDMadmin using the
password.
You have all administrator rights (i.e. administrative functions).
Checking Database Installation

This task shows how to check that the installation of databases (with secured
vaults) has been successful. This involves the following operations:
Mapping CATIA File Types with Team PDM File Types
Creating a Project
Performing Lifecycle Operations on the CATIA Team PDM Admin Client
Registering Your CATPart Document
Performing Lifecycle Operations on the Other CATIA Team PDM Client
Please bear in mind the following points:
From this point, you can log on as a simple Windows NT user to use
CATIA Team PDM as a simple client on any client computer.
Check, on the vault server computer, that after a shutdown, the Smart
Team Vault service is still running.
On each client computer, you can access your vault server computer
using the Windows explorer.
On the CATIA Team PDM Admin client, do as follows:
Mapping CATIA File Types with Team

PDM File Types
1. Launch a CATIA session.
2. Select the Team PDM Connect submenu.
3. Enter a login with administrative privileges (for example, TDMadmin as
created in Creating SmarTeam Users and Groups along with the
password.
4. Select the Team PDM Tools File Type Management submenu.
5. Select CATPart in the CATIA V5 File Type field.
6. Select CATIA CATPart in the Associated CATIA Team PDM File Type
field.
7. Select the Accept Push Button.
8. Repeat steps 5 through 7 for all CATIA file types you want to manage.
The File Type Mapping dialog box should look like this:
Creating a Project
1. Select the Start Programs CATIA Team PDM 4.0 CATIA Team
PDM command.
2. Enter TDMadmin as the user name along with the password.
3. In the tree, select Project Tree.
4.
5.
6.
7.
Right-click and select the submenu Add Project.

Enter the project name in the project ID field.
Enter the description in the Description field.
Click OK to create your new project.
Your project is now recorded in your database.
Performing Lifecycle Operations on the

CATIA Team PDM Admin Client
On the Admin client:
1. Run a CATIA V5 session.
2. In the CATIA submenu, select the Team PDM Connect command.
3. Enter TDMclient1 as the username along with the password.
4. Create a CATPart document using the Part Design workbench.
5. In the CATIA submenu, select Team PDM Save as.
6. In the first save step, save your Part by means of the CATIA Save
dialog box.
7. In the second save step, in the CATIA Team PDM Save panel, select
the Documents item in the tree, select your project, select Add to
Desktop and Link to Project then select Save.
Your part is now recorded in your Data Base.
Registering Your CATPart Document

1. You can now register your Part. Select it then right-click and select the
submenu Register (in the CATIA submenu, select Team PDM
LifeCycle Register).
2. Click OK.
Your part is now recorded in the Check In secured vault of your database.
1. In the CATIA submenu, select Team PDM
Attributes.
Find Document by
2. In the Search dialog box, select the leaf Classes Documents CAD
Files CATIA CATIA Part.
3. Select Run to make your request.
4. Select your Part in CATIA Team PDM.
5. Select the tab Profile Card and the subtab Details
6. Check that the vault name is correct (with logical name).
7. In the tree, right-click on the part and select the submenu Edit.
The Edit lifecycle operation puts the Part in the Check Out state.
8. Select Yes to confirm the check-out operation.
9. Modify your Part.

10. Perform a Check In to save this new Part in the vault.
Your modified part is now recorded in your database in the secured vault.
Performing Lifecycle Operations on the

Other CATIA Team PDM Client
The purpose of such operations is to test data access sharing.
On the CATIA Team PDM simple client:
1. Select the Start Programs CATIA Team PDM 4.0 CATIA Team
PDM command.
2. Enter TDMclient2 as the user name with the password.
3.
4.
5.
6.
Go to File Switch to DataBase.

Select the item Add then select SmCATIAForTest.
Enter smarteam as the ORACLE database alias.
Enter TDMclient2 as the user name.
The current database is now SmCATIAForTest.

In CATIA V5, we are now going to carry out some lifecycle operations on the
Part created and modified on the CATIA Team PDM Admin client.
1. In the CATIA submenu, select Team PDM Find Document by
Attributes.
2. In the tree of the Search dialog box, select the leaf Classes
Documents CAD Files CATIA CATIA Part.
3. Select Run to make your request.
4. Select your Part in CATIA Team PDM.
5. Select the tab Profile Card then the subtab Details and check that the
directory is correct (with logical name).
6. In the tree, right-click on the Part and select the submenu Edit.
7. The Edit lifecycle operation puts the Part in the Check Out state.
8. Modify your Part.
9. Perform a Check In to save this new Part in the vault.
Your part is now recorded in your database in the secured vault from the
other clients modifications.
You can also check to make sure that TDMclient2 is not authorized to do any
release operations. However, TDMclient1 has the rights to perform Release
and New Release operations.
Installing a Standalone Station

This task shows you how to install a standalone station.
1. Switch your computer ON and wait for your computers operating system to
start loading.
2. Insert the CD-ROM containing CATIA Team PDM software in the CD-ROM.
3. The CATIA
Team PDM
installation
application is
launched
automatically
and appears
on your
screen, as
illustrated, to
take you
through the
software
installation
process.
Note:
If for some reason the installation program does not appear on your
screen, in the taskbar click on the Start button and select Run to open the
Run utility. In the Run Open line type D:\install.exe to run the installation
setup program (where D denotes the CD ROM drive in which the CATIA
Team PDM CD is inserted.)
4. In the CATIA Team PDM setup utility window

click Product Overview to review the latest SmarTeam product
information.
Click Contact Us to view a list of useful SmarTeam contact addresses.
Click Install to display the CATIA Team PDM setup utility installation
screen to select the required installation process proceed to the next
step.
Click Documentation to access SmarTeam installation documents
located on the CATIA Team PDM CD-ROM.
Click Readme to read the latest product changes included in this version
release but too late to be incorporated in the product Guides.
Click Exit to exit the installation setup utility without installing CATIA
Team PDM software.
5. After selecting
Install in the
previous step,
the CATIA
Team PDM
setup utility
installation
screen
appears, as
illustrated.
Click CATIA
Team PDM to
commence
installing the
software
6. The CATIA
Team PDM
installation
program will
now be
activated to
take you
through the
software
installation
process,
commencing
with the
Welcome
window, as
illustrated.
Click Next to
proceed to the
next window,
Registration.
Note:
Selecting Next at any time from a window during installation allows you to
confirm your selection and to proceed to the next window.
Selecting Back at any other time from a window during installation allows
you to return to the previous window.
Selecting Cancel now or at any other time from a window during
installation allows you to abort the installation setup program without
installing CATIA Team PDM software.
7. In the
Registration
window, as
illustrated,
personalize
the program
by entering
your name
and company
details in the
applicable
fields.
Select Next to
proceed to the
next window,
Registration
Confirmation.
8. In the Registration Confirmation
window, as illustrated, verify that the
details entered in the Registration
window are correct and click Yes to
proceed to the next window,
License Agreement.
If the details entered are incorrect,
click No to return to the
Registration window and make
your changes, where applicable.
Note that the Serial Number is entered automatically and cannot be
altered.
9. After reading
the contents
of the
License
Agreement
window, click
Yes to
proceed to the
next window,
Main
Installation
Type.
10. In the Main

Installation
Type window,
as illustrated,
click on the
Standalone
button to
install CATIA
Team PDM
Standalone
software on a
local
computer with
the CATIA
Team PDM
database on
the same
computer.
11. The Sub

Installation
Type window
now opens
automatically,
as illustrated.
In the Sub
installation
type window
click on the
applicable
button for your
preferred
installation
type, as
described
below:
Compact installation
Installs the program with minimum options necessary for software
operation.
Typical installation
Installs all files and applications - recommended when installing the
program for the first time.
Custom installation
Allows you to select the program components to install recommended
for advanced users.
12. If you selected
Compact
Installation,
the
Integration
Plug-ins
window
opens, as
illustrated.
In the
Integration
Plug-ins
window, click
in the
applicable
checkbox to
select the
integration(s)
you want to
install. A
check mark
indicates your
selection. To
deselect an
option, simply
position the
cursor on the
check mark
and click
once.
Note that if certain plug-ins listed in the Integration Plug-ins window are
already installed on your computer, they will be checked automatically by
default.
If you do not require these integrations by default, click in the checkbox to
deselect them.
The Destination Folder area shows the destination directory for the
program files. When you click on the Next button, a setup warning
message appears if there is not enough space available on the destination
disk for the selected installation setup type.
13. To select a new folder for
installation, click on the
Browse button to open
the Choose Folder
window, as illustrated.
Enter a different valid path
and directory then click on
the OK button to close the
window.
If the directory folder does not exist, a Setup warning message will appear
to prompt you to create the new folder.
14. In the Setup window, click Yes to create the new folder or click No to return to
the Choose Folder window and enter a new path and directory name, where
applicable.
15. In the Integration Plug-Ins window click on the Next button to proceed to the
next window, Components to Install. Go to the Components to Install step.
16. If you selected
Typical or
Custom
installation in
the Sub
Installation
Type step, the
Choose
Destination
Location
window
opens, as
illustrated.
In the Choose Destination Location window the Destination Folder

area shows the destination directory where CATIA Team PDM program
files will be installed. When you click on the Next button, a setup warning
message appears if there is not enough space available on the destination
disk for the selected installation setup type.
17. To select a new folder for
installation, click on the
Browse button to open
the Choose Folder
window, as illustrated.
Enter a different valid path
and directory then click on
the OK button to close the
window.
If the directory folder does not exist, a Setup warning message will appear
to prompt you to create the new folder.
18. In the Setup window, click Yes to create the new folder or click No to return to
the Choose Folder window and enter a new path and directory name, where
applicable.
19. In the Choose Destination Location window, click on the Next button to
proceed to the next window, Select Components.
20. In the Select
Components
window, as
illustrated,
click in the
applicable
checkbox to
select the
component(s)
you want to
install. A
check mark
indicates your
selection. To
deselect an
option, simply
position the
cursor on the
check mark
and click
once.
Sub-components
Specific components contain subcomponents that can be selected or
deselected according to your requirements.
Select the '+' sign in front of a component to display its sub-components.
A brief description of each component appears in the Description section
when you highlight a component.
Note that specific components are already selected by default. If you do
not require these components, click in the specific checkbox to deselect
them.
The Space Required text shows the total amount of space required for
the component(s) selected. The Space Available text shows the total
amount of space available on the selected hard disk. If the disk space
required for the selected components totals more than the disk space
available on the disk/drive selected, a Warning message will appear.
Either modify your selections by deselecting components, or free some
disk space.
21. After making your selection, click on the Next button to proceed to the next
window, Components to Install.
22. In the
Components
to Install
window, as
illustrated,
scroll through
the list of
selected
components
and verify that
the
components
selected are
correct.
Click Next to
proceed to the
next window,
Select
Groups, or
click Back to
return to a
specific
window to
review and
change any
incorrect
settings
before
commencing
actual
installation.
23. In the Select
Groups
window, as
illustrated, the
default folder
name CATIA
Team PDM
4.0 appears in
the Program
Folders text
box. This is
the program
name that will
appear in the
Program
Groups box.
If necessary,
type in a new
program
name or
select an
existing folder
from the
displayed list.
Click Next to
proceed to the
next window,
Select
Directory.
24. In the Select
Directory
window, as
illustrated, the
default folders
for Icon Path,
Help Path
and Script
Path appears.
If necessary,
type in new
paths.
Click Next to
commence
CATIA Team
PDM
Standalone
software
installation.
The
installation
process now
copies the
selected files
to the
designated
folders on
your computer
from the
CD-ROM.
Click Next to commence CATIA Team PDM Standalone software
installation.
The installation process now copies the selected files to the designated
folders on your computer from the CD-ROM.
Progress is shown
on the screen via the
Setup graphics bar,
as illustrated.
25. If you need to abort CATIA
Team PDM software
installation at this stage,
click on the Cancel button
in the graphics bar.
26. The View CATIA Team PDM

Readme File window will now
appear, prompting you to view
the CATIA Team PDM Readme
file. This file contains all the
latest product information on
CATIA Team PDM in this
version release but too late to
be incorporated in the product
Guides.
Click Yes to view the Readme
File now or click No to continue
with the software installation.
27. After
successful
installation,
the Setup
Complete
window
appears, as
illustrated.
Click Finish
button.
Deinstalling
This task shows how to deinstall CATIA V5, CATIA Team PDM and
ORACLE. Deinstalling involves the following operations:
Deinstalling CATIA Team PDM
Cleaning Your Environment
Deinstalling CATIA V5
Deinstalling the ORACLE Database

1. Select Start Settings Control Panel, select Add/Remove
Programs and double-click on CATIA Team PDM 4.0.
The Checking Interbase panel appears with the following
message:
Your InterBase server is working. You have
InterBase installed or have a previous
installation of CATIA Team PDM
Please shutdown InterBase and click Next to
continue.
2. Display the Control Panel window, select Services, select
Interbase Server to highlight it then click the Stop button.
3. If necessary, click OK to stop the Smart Team Vault Service also.
4. Select Next to continue with the CATIA Team PDM deinstallation
procedure.
5. Select YES to delete the CATIA Team PDM directory.
6. Select Finish to shutdown your computer.

1. Select Start Settings Control Panel, select Add/Remove
Programs and double-click on CATIA Team PDM 4.0.
The Checking Interbase panel appears with the following
message:
Your InterBase server is working. You have
InterBase installed or have a previous
installation of CATIA Team PDM
Please shutdown InterBase and click Next to
continue.
2. Display the Control Panel window, select Services, select
Interbase Server to highlight it then click the Stop button.
3. If necessary, click OK to stop the Smart Team Vault Service also.
4. Select Next to continue with the CATIA Team PDM deinstallation
procedure.
5. Select YES to delete the CATIA Team PDM directory.
6. Select Finish to shutdown your computer.
Cleaning Your Environment

You have successfully deinstalled CATIA Team PDM and must now
clean your environment manually. Do as follows:
1. Go to the submenu Start Programs Administrative tools
(Common) User Manager:
2. Select the group SmVaultAdmins, click the Delete button and
confirm deletion by selecting YES. Delete the SmVaultUsers group
also.
Deinstalling CATIA V5
Once CATIA Team PDM has been deinstalled, you must also deinstall
CATIA. To find out how to do this, see "Deinstalling CATIA Version 5 on
Windows" in the CATIA - Infrastructure User's Guide.
Deinstalling the ORACLE Database

1. Select Start Programs ORACLE for Windows NT ORACLE
Installer.
2. In the right of the Software Asset Manager window, select All
Products Installed and select Remove.
Getting Started
In order to use the CATIA Team PDM features, don't forget to log in using your
login name and password as registered by the system administrator. Demo users
should log in as joe (case sensitive) without any password.
All together, the tasks contained in this section should take about 40 minutes to
complete.
This section contains the following tasks:
Updating a Drawing

CATIA Team PDM is an easy-to-use Product Data Management
solution.
Each time you create a document in CATIA , a Part for example, the
document should be stored in the CATIA Team PDM database. Once
this is done, you will be able to use the various CATIA Team PDM
features to manage your data searching, sharing, versioning.
validating, etc.
To help you manage your project successfully, CATIA Team PDM
allows you to define CATIA Team PDM projects and folders.
Here is an example of a project called Hack-Saw containing folders:
From now on, lets assume you are a designer, joe.

To work in the CATIA Team PDM environment and use the
functionalities available in the Team PDM menu, you will first have to
connect to CATIA Team PDM.
1. Launch a CATIA session.

2. Select the Team PDM Connect menu item.
The CATIA Team PDM User Login dialog box appears:

4. Click OK.
Now you are connected, go on to the next task in this section to see just
how easy and useful CATIA Team PDM can be.

Suppose you are a designer and you have to modify a released Valve assembly. Your work will consist in adding a round
handle to the arm of this valve. This task will show you how to create a new Part (the round handle) and store it in the CATIA
Team PDM database.
A CATIA session is open and you are already connected to CATIA Team PDM. If this is not the case, see Connecting to the
Database.
This task is made up of the following stages:
Creating the Round_Handle.CATPart Document
Declaring the New Document in the CATIA Team PDM Database
Applying Modifications to the Declared Document
Storing the Document in the CATIA Team PDM Vault
Creating the Round_Handle.CATPart Document

For more information on how to use the Part Design workbench, see the CATIA - Part Design User's Guide Version 5.
1. Select the File New menu item.
2. Select Part in the New dialog box.
3. Select the OK button.
You are now in the Part Design workbench.
4. Select the xy plane, then select the Insert
5. Create a circle with a radius of 12mm:
Sketcher... menu item or the corresponding icon in the toolbar:
6. Exit the Sketcher using the

icon.
The newly created circle is now selected.
7. Create a Pad with a length of 50mm:
8. Select the zx plane then select the Insert Sketcher... menu item or the corresponding icon.
9. Create a circle with a radius of 1mm located at H=0mm and V=3mm:
10. Exit the Sketcher.

11. Create a new Pad with this new circle giving it a length of 18mm and using the Mirrored extent option:
12. Select the zx plane then select the Insert Sketcher... menu item or the corresponding icon.
13. Create a half-circle with a radius of 30mm located at H=0mm and V=75mm:
14. Exit the Sketcher and create a shaft using this half-circle and the vertical axis of the first pad.
The part should now look like this:
Declaring the New Document in the CATIA Team PDM Database

1. Check first that the TeamPDM Batch Mode Save menu option is not active. Deactivating this option allows you to
provide extra information when declaring the new document. (If the option is active, the document will be declared with
default information.)
2. Select the TeamPDM Save menu item.

The following Save All information message is now displayed:
Whenever a CATIA Team PDM action involves documents, all documents in the CATIA session must be saved on disk
before performing the action.
3. Click on the OK button.
The following Save All dialog box is now displayed:
4. Click on the Save As button.

A Save As dialog box is now displayed.
5. Key in Round_Handle in the File name: field:
6. Click on the Save button.

7. Back in the Save All dialog box, click on the OK button to start saving the document on disk.
Once the document is saved on disk, the Project Manager dialog box is displayed. It allows you to define:
the project and
the folder:
where you want the new document to be stored.
8. Select the
icon to select the Valve project:
The project folders are now displayed.
9. Select the + sign to the left of each folder to see which documents are already stored in the folder:
10. Select the Mechanical Data folder then click on the Save button.
As the Batch Mode Save option is not active, the Profile Card of the new document is now displayed. (If the Batch
Mode Save option is active, the profile card will contain all the default values):
11. Select OK.

The CATIA Team PDM: Documents window is now displayed. The part just saved is selected on the left-hand side.
12. Click on the various tabs on the right-hand side to see all the information related to the document. Select the Viewer
tab for example to see a preview of the part. This preview is stored in the database together with the Part document:
13. In the same way, back in the Profile Card tab, select the Details tab to see information related to the file (file name,
directory, etc).
14. Close the CATIA Team PDM: Documents window by clicking on the Close button
At this point, you have declared your Part and entered database information such as the project and the folder. It can now be
seen by the other database users but cannot be used or edited by them.
Applying Modifications to the Declared Document

Whenever you want to see database information associated with the document, use TeamPDM
Locate Active Document:
1. Select the TeamPDM Locate Active Document menu item.

The CATIA Team PDM: Documents window is now displayed. You can see that most of the Engineering Information is
not defined:
2. Back in CATIA, select the Part1 item in the graph then right-click and select Properties.
3. Select the Product tab and complete the various fields as follows:

5. Select the TeamPDM Save menu item to update the database information related to the document.
As the document has already been declared in the database you are not prompted to enter any information.
6. Select the TeamPDM Locate Active Document menu item.
In the displayed CATIA Team PDM: Documents window, you can see that the profile card is updated based on the
modifications you have made to the document:
7. Close the CATIA Team PDM: Documents window by clicking the Close button.
Applying a Material to the Part

1. Select the Round Handle item in the graph.
2. Click on the Apply Material icon
.
A Library (ReadOnly) dialog box is now displayed.
3. Select the Metal tab, then select Aluminium.
The material is now applied to the part.
5. Select the TeamPDM
Save menu item.
6. Select TeamPDM Locate Active Document.

In the displayed CATIA Team PDM: Documents window, you can see that the Material field now shows the name of the
selected material (Aluminium).
Storing the Document in the CATIA Team PDM Vault

Now that you have finished the design of your round handle, you will want to store it in the CATIA Team PDM vault so that:
the document is stored in a safe place
it can be used by all other users.
1. Select the Team PDM Life Cycle Check In menu item.

2. The Check In dialog box is now displayed:
This window allows you to perform the operation with a minimum number of interactions. If needed you can select the
Advanced... button to access more options for the operation. For the purposes of this task we will use this simplified
version.
3. Enter some notes in the Comment: area.
4. Select the OK button to start the operation.
5. The CATIA Team PDM: Revisions of ... window is now displayed. You can check that the status of the document is
now Checked In. In the same way, by selecting the Details tab, you can check that the file has been moved to the
"CHECKED IN" vault:
Summary
In this task you have learned how to:
declare a document in the CATIA Team PDM database
update database information when you modify the document in the CATIA session
store the document in the CATIA Team PDM vault.

This task shows how to draw the views of the Round_Handle.CATPart document already created in Storing a New Part in the
Database in compliance with user-defined standards and using a predefined title block.
The template document used for this task has already been defined and created by the administrator between CATIA and CATIA
Team PDM (see Creating a Template Project).
A CATIA session is open and you are already connected to CATIA Team PDM. If this is not the case, see Connecting to the
Database.
Looking for the Round_Handle.CATPart Document
Creating a New Drawing of the Part from a Drawing Template
Saving the New Drawing in the CATIA Team PDM Database
Cleaning the View Directory
Looking for the Round_Handle.CATPart Document

1. Select the Team PDM Find Find Document menu item.
The Search Editor window is displayed.
2. Select the Add
Search by Attribute button to create a new search.
The Search by Attribute window is displayed.

3. On the left-hand side, locate and select the CATIA Part class then, on the right-hand side, enter *handle* in the Description field,
as shown below:
4. Select the Run button to run the query.

5. The result of the search appears in a new window as shown below:
If you want to verify the Part before editing it, select the Viewer tab to preview it.
6. On the left-hand side, right-click on the Part and select the File Operation
The document is loaded in CATIA and a CATIA dialog box appears:
View menu item.
7. Click OK.
The Part is opened in CATIA:
Creating a New Drawing of the Part from a Drawing Template

1. Select the Team PDM New From menu item.
The New From... window is displayed.
2. In the displayed tree, double-click on the Drawings ISO folder or select the + sign to open the folder.
3. Open the Landscape folder.
4. Select the A0 Landscape drawing:
As you can see, each drawing document is represented in the database as a tree. The root object of the tree
represents the drawing itself then each sheet of the drawing is represented as a child of the drawing.
If you want to verify the document before opening it, select the Viewer tab to preview it.
5. Click OK.
A new drawing is created starting from the selected template:
6. Insert in your drawing the projection views of the Round_Handle.CATPart as shown below and insert the dimensions.
For more information about projections and dimensions, see CATIA - Generative Drafting User's Guide.
Saving the New Drawing in the CATIA Team PDM Database

1. Select the Team PDM Save menu item.
The following Save All information message is now displayed:

The following Save All dialog box appears:
3. Click on the Save As button.

The Save As dialog box is now displayed.
4. Enter Round_Handle in the File name: field:

6. Back in the Save All dialog box, click on the OK button.
Once the document is saved on disk, the Project Manager dialog box appears:
7. If the project Valve-CATIA is not selected, click on

8. Select the Generated Drawings folder.
The profile card of the drawing document appears:
and select the Valve-CATIA project.

The profile card for the sheet of the drawing now appears:

The drawing is now declared in the CATIA Team PDM database. Its sheet is likewise present in the database.
12. Select the Team PDM Life Cycle Check In menu item.
The Check In dialog box is now displayed.
The CATIA Team PDM: Revisions of... dialog box now appears.
14. Select first the Links tab then the Document tab.
You can see that the link between the drawing document and the Part has been stored in the database:
15. Close the Round_Handle.CATPart document.
Cleaning the View Directory

This step consists in removing the copy of the Round_Handle.CATPart from the view directory and as such is not absolutely
necessary.
1. Select the TeamPDM Tools Local File Explorer menu item.
The Local File Explorer window is displayed.
2. Select the round_handle.CATPart document.
3. Check that the Part is located in the View directory:
4. From the Local File Explorer menu, select File

5. Close the Local File Explorer window.
Delete.

In the previous task, as a designer, you created a new Part called Round_Handle which you then stored in the database. In
this task, your job will be to add this part to the Valve assembly that is already released in the database. You will have to
find the subassembly to be modified, create a new release of it, add the part then check the assembly back into the
database.
A CATIA session is open and you are already connected to CATIA Team PDM. If this is not the case, see Connecting to
the Database.
Looking for the Assembly to Be Modified
Creating a New Release of the Subassembly
Adding a Part to the Assembly
Checking the Assembly Back into the Database
Looking for the Assembly to Be Modified

1. Select the TeamPDM Find Find Document menu item.
The Search Editor dialog box is now displayed.
2. Locate and select the All CATIA Product query:
3. Select the Run button to run the query. A new dialog box is now displayed showing the result of the query.
4. Locate and select the BUTTERFLY_VALVE_ASSEMBLY then right-click and select the Open Views
item:
Top down tree
A Documents window is now displayed showing the whole Valve assembly.

5. Select the ARM_ASSEMBLY subassembly then the Viewer tab to check that it corresponds to the subassembly you
want to modify:
Creating a New Release of the Subassembly

1. Select the ARM_ASSEMBLY subassembly then right-click and select the File Operation Edit menu item.
A SmarTeam dialog box is now displayed indicating that you cannot edit a released object without creating a new
release of the object:
2. Select the Yes button to confirm the new release operation.

The simplified version of the New Release dialog box is now displayed:
3. Select the OK button to proceed.

A new release of the assembly is now created and is loaded in the CATIA session.
Adding a Part to the Assembly

1. Select the ARM_ASSEMBLY item in the CATIA graph.
2. Select the TeamPDM Insert Part/Product... Find Document menu item.
3. Select the Add
Search by Attribute button:
The Search by Attribute dialog box is now displayed.

4. On the left-hand side, locate and select the CATIA Part class then, on the right-hand side, enter *handle* in the
Description field, as shown below:

A new dialog box is now displayed showing the result of the query. There should be only one part i.e. the
Round_Handle part that was stored in the database in Storing a New Part in the Database.
6. Select the Round_Handle part then click on the OK button.
The Round_Handle part is added to the ARM_ASSEMBLY document.
7. Use the CATIA manipulation tools to put it in the right location. The result should look like this:
Checking the Assembly Back into the Database

1. Select the TeamPDM Life Cycle Check-In menu item.
The Check In dialog box is now displayed:
2. Select the OK button to proceed.
Summary
In this task you have learned how to:
create a new release of a document
use different views ("top down tree") of the documents stored in the database
create simple queries "by attribute"
retrieve stored documents to build your assembly.

A new release of a subpart of the Valve assembly has been created and checked in the database. This subassembly is used in the Valve
main assembly. A new release of this main assembly has to be created.
A CATIA session is open and you are already connected to CATIA Team PDM. If this is not the case, see Connecting to the Database.

Looking for the Valve Main Assembly
Creating a New Release of the Main Assembly
Releasing the New Version of the Main Assembly
Looking for the Valve Main Assembly

1. Select the TeamPDM Find Find Document menu item.
2. Locate and select the All CATIA Product query then select the Run button to launch the query.
A new dialog box is now displayed showing the result of the query.
3. Locate and select the BUTTERFLY_VALVE_ASSEMBLY then right-click and select the Open Views
Valve assembly is now displayed in the Documents window:
Top down tree menu item. The
4. Locate the ARM_ASSEMBLY subassembly. The icon with a small red dot
indicates that a new version of this subassembly has
been created in the database. If you want the main assembly to use this new version of the subassembly, the main assembly has to
be re-released.
Creating a New Release of the Main Assembly

1. Select the BUTTERFLY_VALVE_ASSEMBLY root-assembly then right-click and select the File Operation Edit menu item.
2. Select the Yes button in the SmarTeam dialog box prompting you to confirm the new release operation.
3. In the New Release dialog box now displayed, select the Advanced... button to display the New Release dialog box.
The New Release: CATIA Product dialog box is now displayed:
As you can see, the new version of the ARM_ASSEMBLY has been selected by default.
4. Select the OK button. The Revision Report dialog box is now displayed:
5. Select the Continue button.

The assembly is now loaded in the CATIA session, and it contains the round handle.
Releasing the New Version of the Main Assembly

1. Select the TeamPDM Life Cycle Release menu item.
2. Select the OK button in the Release dialog box.
The CATIA Team PDM: Revisions of "CATPRD-0007 a" window is now displayed:
As you can see, there are now two released versions of the Valve assembly in the database.
Updating a Drawing
A new version of the Valve assembly has been released. All drawings of the assembly must now be updated. This task explains how to
update the drawings to reflect the last revision of the assembly.
Looking for the Drawing
Updating the Drawing
Releasing the Updated Drawing
Looking for the Drawing

All drawings of the Valve assembly are stored in a folder called Generated Drawings. We now have to display the contents of this folder.
1. Select the TeamPDM Find Find Document by Example menu item.
The Search by Example window is now displayed.
2. Drag the Folder class to the Participating classes area.
3. Do the same with the Project class:
4.
5.
6.
7.
Drag the Description field of the Folder class to the grid in the bottom right of the window.
Enter the *Drawing* string in the Condition row.
Drag the Description field of the Project class to the grid in the bottom right of the window.
Enter the *Valve* string in the Condition row. The window should now look like this:

A Project window is now displayed containing the Generated Drawings folder of the Valve-CATIA project..
9. Select the + sign to display the folder's contents:
10. Select the Generated Drawings folder then right-click and select the Associated Objects
The dependencies of each drawing are displayed:
Dependencies menu item.
Note that some drawings refer to documents that do not reflect the latest revision. You can detect this kind of document by means of
the small red dot at the bottom left of the icon indicating document status.
Updating the Drawing

The result of the query shows that one of the drawings does not refer to the latest revision of the assembly. This drawing has to be updated:
1. Select the BUTTERFLY_VALVE_ASSEMBLY drawing document then right-click and select File Operation
box is now displayed.
2. Select the Yes button to accept the creation of a New Release of the drawing.
The simplified version of the New Release dialog box is now displayed.
3. Select the Advanced button.
The New release: CATIA Drawing dialog box is now displayed.
4. Select the CATIA Drawing item then right-click and select the Associated Objects
The assembly associated with the drawing is now displayed:
As you can see, by default the last version of the assembly is proposed.
5. Select the OK button to edit the drawing.
The Revision Report dialog box appears.
6. Select the Continue button.
7. In CATIA, select the Update icon
to update the drawing.
Releasing the Updated Drawing

1. Select the TeamPDM Life Cycle Release menu item.
The Release dialog box (in its simplified form) is now displayed.
Edit. A SmarTeam dialog
Dependencies menu item.
Basic Tasks
Managing Parts
Managing Assemblies
Managing Drawings
Working with Projects
Saving Documents
Data Structure
Finding and Working with Your Documents
Securing Documents in a Vault
Document Associations and Dependencies
Managing Parts
After you create a Part in CATIA V5, save it into the CATIA Team PDM database by
choosing one of the SmarTeam Save options. This enables you to manage all your
Parts using the CATIA Team PDM tools.
After you save the Part, check the Part into the SmarTeam vault by choosing the Life
Cycle/Register option. The Part is placed into the Checked In vault.
As you design Parts and Products in CATIA, you often need to modify an object again
and again. It is essential to locate the right document; often a time-consuming task.
CATIA Team PDM enables you to locate a document and launch it into CATIA quickly
and easily.
The following steps illustrate how CATIA Team PDM can assist you in locating and
launching documents.
In addition, CATIA Team PDM enables you to locate all the parents of any document
(using the Where Used option). Refer to "Finding Out Where a Document Is Used" for
details.
In order to modify this Part in CATIA you must launch the Part into CATIA (by
double-clicking on the Part name or choosing the Edit option). You are prompted to
check the Part out of the vault, thereby creating a new version of the Part. When you
wish to place the Part into the vault for safekeeping, you can check it back into the
vault (using the Life Cycle/Check In option).
In this manner, CATIA Team PDM manages and protects all revisions of a Part.
Checking Out a Part
Saving a Part
Registering a Part
Copying a File to Your Project Desktop
Checking In a Part
Releasing a Part
Checking Out a New Release
Moving a Document to the Obsolete Vault
Checking Out a Part

In order to modify a Part in CATIA, the Part must be checked out of the vault.
CATIA Team PDM also enables you to copy a file to your desktop without checking it out of the vault. This is useful when
another user is working with the Part (and has checked it out of the vault), but you wish to view the document at your desktop.
Instructions for copying a file are provided in Copying a File.
CATIA Team PDM provides two methods for checking a Part out of the vault, as summarized below.
Check out a Part (from CATIA): If the Part is currently displayed at your desktop (in read-only mode), you can perform the
speedy Check Out operation.
Check out a Part (from a CATIA Team PDM window): If the Part is not currently displayed at your desktop, you must find
the Part by running a search. From the displayed search results list, select the Part and choose Edit.
Since the Part is currently checked in, a message is displayed prompting you to check out the document. Click Yes to
display the Check Out window and then check out the document. The Part is immediately launched into CATIA.
Each of these procedures are described on the pages that follow.
Checking Out a Part (from CATIA)

If a Part is displayed at your desktop in read-only mode, you can check it out in order to modify the Part.
When is a Part displayed at your desktop in read-only mode?
You previously checked in the Part, and a copy or the Part remained at your desktop in read-only mode, as described in
Checking In a Part.
You previously copied a file to your desktop (using the Copy File option).
To check out a Part from the vault (when the Part is displayed at your desktop in read-only
mode):
1.
2.
3.
4.
Activate the document containing the Part

From the Team PDM menu, select Check Out item.
Fill in the attributes, as described below, or accept the default attributes.
Click OK. The Part is re-displayed at your desktop and it can now be modified.
Checking Out a Part from a CATIA Team PDM Window

If a Part is checked in to a vault, and it is not currently displayed at your project desktop, you must locate the Part and then check
it out in order to modify it in CATIA.
To check out a Part:

1. Run a search to locate the document that you wish to check out:
From the Team PDM menu, point to Find and choose Find Document.
Select a search and click Run. The search results are displayed in a search results list.
Browse through the list to locate the document you wish to modify.
2. Select the document, and right-click to display a dropdown menu. Choose Edit.
A message is displayed prompting you to check out the document:
3. Click OK to continue.
The Check Out window is then displayed, as shown below:
This window is also displayed when you choose the Life Cycle/Check Out option from the Team PDM menu.
On the left side of the window, the Check Out icon appears to the left of the selected document. On the right side of
the window, the revision number is automatically proposed by CATIA Team PDM although you can assign a new
revision to the document.
5. Fill in the fields in the Check Out window (optional) and click OK. The status of the document is automatically changed to
Being Modified.
You may now work with the Part in CATIA V5 and modify it. Remember to choose the SmarTeam Save option to
save these changes and update the Profile Card.
To check the document back into the vault for safekeeping, follow the instructions provided in Checking In a Part.
The following describes the fields in the Check Out window:
Attribute
Revision
Description
The left revision field is the source revision identifier and the right field is the new
revision. You may enter a different revision identifier in this field although it is not
mandatory.
New Branch
Click this option to enable you to create parallel branches of a revision based on the
same file. Each branch will be assigned a different revision number consisting of 3
characters (a.0.1 and a.0.2 for example) instead of the standard revision number
consisting of 2 character (a.0 for example).
For example: You may have a document named Pump*55. If the Branching value is
Yes, two separate users may check out the file and each can create a new revision
of this file. Two different revision numbers will be assigned to these files
respectively (a.0.1 and a.0.2) and they can both be modified simultaneously.
Application Reference File

Name
File Name
Directory
Note: This field may be disabled according to the life cycle preferences defined by
your administrator.
Automatically displays the file name as it was created in a CAD system
You may enter another file name that will be assigned to the file in the vault
Notes
The directory path of the vault in which the document will be located is automatically
displayed. If you are using the vault server, the name of the generic server is
displayed and the destination vault dropdown menu enables you to specify the
generic destination vault in which the document will be located
Click an option from the dropdown list to define the phase of this revision. This field
is descriptive only and does not affect revision status
You may enter a comment in this field
Copy General links on

Check Out/New Release
Choose Yes from the dropdown list to copy general links from the previous to the
newly created revision
Copy links to children on

Check out
Choose Yes from the dropdown list to copy all the links to children in the current
revision to the new revision
Phase
Replace local files on Check Choose an option from the dropdown list:
Out from vault
Yes - to replace all local files that were copied during the Check Out
operation.
Yes for copied files - to replace the file if a copy was made of this file during
an earlier operation.
Ask - to prompt the user before making a copy of the file.
Set As Default
Click this option to assign the same check out information for all document revisions
such as phase, effective dates, and notes.
Saving a Part
Saving a Part will involve one of the following tasks:
Saving a Part for the First Time
Saving a Part After Modifications
Saving a Part with its Associated Design Table
Every CATIA Part should be saved into the CATIA Team PDM database. After you create a new Part or modify an existing Part,
choose one of the SmarTeam Save options.
The CATIA Team PDM integrated menu provides two methods for saving documents:
Save: Saves the document into the CATIA Team PDM database.
Save As: Saves the document into the CATIA Team PDM database and defines the project and the parent folder of the
document. For example, you can save the new Part as a child of the Beta Parts Folder in the Drive Shaft project.
After you choose a SmarTeam Save option, a CATIA Part Profile Card is displayed in the Object Attributes window, as shown
below. After you fill in the attribute fields and click OK, the Part is saved to the CATIA Team PDM database.
Your administrator may customize the Profile Card (see Chapter 3, "Modifying a Profile Card" of the SmarTeam Administrator's
Guide. This window will reflect the appearance of the Profile Card used in your CATIA Team PDM application.
If you choose to work in Batch Mode Save mode (by checking the Batch Mode Save option from the Team PDM menu), a new
Profile Card is not displayed. Instead, the Part is saved to the CATIA Team PDM database with the default attributes. You can
update the Profile Card attributes at any time.
In the Profile Card, the following information is displayed automatically:

ID number: This number is assigned by CATIA Team PDM and it must be unique.
Values may be entered in some attributes, if your administrator defined default values for this class of Profile Cards. These
attributes may be changed.
If a file name already exists in CATIA V5, a thumbnail image is displayed.
In the Details tab, CATIA file information is displayed.
CATIA Team PDM enables you to define the following information in the Profile Card:
You can save the Part to a different CATIA Team PDM class. A new Profile Card for the selected class is displayed.
You can link the Part directly to the CATIA Team PDM project desktop.
You can define attributes for the Part.
Saving a Part for the First Time

This process describes how to save a Part to the CATIA Team PDM database for the first time. Subsequent saves are described
below.
1. In CATIA V5, create or open a Part.
2. From the Team PDM menu, choose Save.
3. The CATIA V5 Save As window is displayed. Enter CATIA file information and click Save.
The CATIA V5 Save As window is not displayed if the Part already has a file name.
4. A SmarTeam Save As window appears. In this window you can define the project and the parent folder to which the document
belongs.
You can define the level of sub-branches displayed in the project selection tree and/or the object selection tree.
5. Choose a project from the Project Tree. The Part will be saved as a document in the selected project.
6. Choose a parent folder from the Object Tree. The Part will be saved as a child of the selected parent folder. For example, you
can save the new Part as a child of the Beta Parts folder.
The CATIA file name is displayed (if you already named the file in the CATIA V5 Save As window as described in step 3).
7. Click Save.
The Object Attributes window is displayed with a CATIA Part Profile Card, as shown above.
8. It is recommended to enter a name for the Part in the Description attribute.
9. Select the tabs to review default information about the file.
10. If you wish to save the Part to a different class, click the arrow to the right of the Select class box and choose a class.
A new Profile Card is displayed in the Object Attributes window.
The classes displayed in the dropdown list are defined by your administrator.
11. Check the Save in Desktop checkbox to link the Part directly to a project:
This option is not displayed in the Object Attributes window if you selected a project and parent link in step 4.
12. Specify the attributes for the Part and click OK. CATIA Team PDM automatically saves your file to the database, giving it a
unique identity, where it can be easily found for later use.
By default, the text entered in the Description field is displayed in the tree browser next to the ID number. It is useful to assign a
meaningful name to the document in the Description field.
If you now want to register the document, see Registering a Part.
Saving a Part After Modifications

After a Part is added to the CATIA Team PDM database, you are likely to modify the Part in CATIA many times. Each time you
modify the Part, you must save it using one of the SmarTeam Save options.
Click Save: The Part is saved in the CATIA Team PDM database, with all its modifications. Its Profile Card is not displayed at
this time.
Click Save As: The SmarTeam Save As window is displayed. In this window, you can define hierarchical links for the Part,
namely the project and parent to which the Part belongs. The Part (together with its new hierarchical links) is saved in the
CATIA Team PDM database.
1. Open an existing Part in CATIA V5.
You can run a search to locate the Part and then launch it directly into CATIA V5.
2. From the Team PDM menu, choose Save. The Part is saved in CATIA Team PDM and its Profile Card is updated accordingly.
You can define the level of sub-branches displayed in the project selection tree and/or the object selection tree. Click Options to
display the Save Options window and click the Tree Setting tab. Check the appropriate checkboxes.
Alternatively, you can do as follows:
1. Choose Save As. The SmarTeam Save As window is displayed.

2. Choose a project from the Project Tree. The Part will be saved as a document in the selected project.
3. Choose a parent folder from the Object Tree. The Part will be saved as a child of the selected parent. For example, you can
save the new Part as a child of the Beta Parts folder.
4. Click Save. The Part (together with its hierarchical links) is saved in CATIA Team PDM and its Profile Card is updated
accordingly.
Saving a Part with its Associated Design Table

The different tasks below describe how to save in the database a CATPart document and its associated design table (an Excel file).
The Microsoft file types used for these tasks will already have been declared by the administrator between CATIA V5 and
CATIA Team PDM (see Declaring Microsoft Office Documents and their Links with CATIA Documents in the Database).
Create a new sketch in a CATIA session (see Sketching Simple Profiles in the CATIA Sketcher Users Guide) and connect
to CATIA Team PDM (using the Team PDM Connect command).
If the Batch Mode Save item in the Team PDM menu is checked, uncheck it.
In the Tools Options menu, select the Display tab of the Part category and make sure the Relations option is checked.
Creating Three Measure Constraints on a New Pad
1. Select the Sketch as shown below:
2. Double-click the constraint 200mm to be modified.

The Constraint Definition dialog box appears.
3. Click on the More button.

A new Constraint Definition dialog box appears.
4. In the Name field, enter:
Length GS_sketch1
5. Click OK.
6. Repeat steps 2 through 5 declaring both the radius constraints 45 and 53 and the names Radius1 GS_sketch1 and Radius2
GS_sketch1
7. Double-click on tree item GS_Sketch1
8. Select Sketch.1 in the specification tree

The Pad Definition dialog box appears:
or on the Exit button
and click on the Pad icon
9. Click OK.
Creating the Design Table
1. Select the Part, either in the geometry area or the specification tree.
2. Click on the Design Table icon
.
The Creation of a Design Table dialog box appears. Also, in the specification tree there appears a new branch: Relations
Design Table .1 Configuration.
3. If this is not the case, make sure the Relations option is checked in the Display tab of the Part category in the Tools
menu.
4. Check the option Create a design table with current parameter value.
Options
5. Click OK.
The Select parameters to insert dialog box appears.
6. In the Parameter to insert list, select PartBody\Sketch.1\Radius1 GS_sketch1\Radius then use the arrow to transfer it to the
other list.
7. Repeat the same operation with the items PartBody\Sketch.1\Radius2 GS_sketch1\Radius and PartBody\Sketch.1\Length
GS_sketch1\Distance item.
Both items are now displayed in the inserted parameters list.
8. Click OK.
The Windows dialog box Select the Pathname of the File to be created appears:
9. Specify the path of the design table to be created.

10. Click on Open in the dialog box.
The dialog box DesignTable.1 active, configuration row : 1 appears:
11. Click Edit table to start an Excel application.

12. Replace the parameter value PartBody\Sketch.1\Length GS_sketch1\Distance with 100 mm
13. Save your Excel and close your application.
An Information dialog box appears.
14. Click OK.

The dialog box DesignTable.1 active, configuration row : 1 is now updated:
15. Click OK.

Your part is now updated.
Saving the Document in Team PDM
1. Select the Team PDM Save command.

This declares the two documents i.e. the Part and the Design Table, and saves them in the database.
The Projects Manager dialog box appears:
2. Click on Save.
The Profile Card dialog box appears:
3. Click OK.
The Profile Card dialog box now shows information specific to the Design Table:
4. Click OK.
You can now see the links between the CATIA Part and the Design Table:
Registering a Part
When a Part is first saved into the CATIA Team PDM database, it is automatically assigned the New status. This means that
the Part has not yet been checked into a SmarTeam vault.
To protect the Part from modifications, place the Part into the SmarTeam vault by registering it. After the Part is registered,
its status is changed to Checked In.
What happens next?
To launch the Part into CATIA V5 and modify it, the Part must be checked out. When it is checked out, a new revision
number is assigned to it.
The Part can be copied to your desktop in read-only mode.
To register a Part
1. From the Team PDM menu, point to Life Cycle and choose Register.
2. The Register window is then displayed, as shown below:
On the left-hand side of the window, the Register icon appears to the left of the selected document. On the right-hand
side of the window, the Register window is displayed.
3. Fill in the fields in the Register window, as described in the table below. These fields are optional, and you may keep
the default.
4. Click OK to register the Part and exit the Register view, or click Apply to perform the operation and remain in the view.
The Part is now placed in the Checked In vault. Note that the status of the document is now Checked In.
The following describes the attributes in the Register window:
Attribute
Revision
Application
Reference File
Name
File Name
Directory
Phase
Effective
From/Effective
Until
Notes
Set As Default
Description
The left revision field is the source revision identifier and the right field is the new revision. You
may enter a different revision identifier in this field although it is not mandatory.
Automatically displays the file name as it was created in a CAD system.
You may enter another file name that will be assigned to the file in the vault.
The directory path of the vault in which the document will be located is automatically displayed.
If you are using the vault server, the name of the generic server is displayed and the destination
vault dropdown menu enables you to specify the generic destination vault in which the document
will be located.
Click an option from the dropdown list to define the phase of this revision. This field is
descriptive only and does not affect revision status.
Click the Date button to enter dates in these fields.
You may enter a comment in this field.

Click this option to assign the same registration information for all document revisions such as
phase, effective dates, and notes.
If you wish to modify the Part and launch it into CATIA, it must be checked out, as described on the following page.
If you wish to copy the Part to your desktop in order to view it in CATIA as a read-only file, refer to "Copying a File" for
instructions.
Copying a File to Your Project Desktop

You may choose to copy a file to your desktop in read-only mode rather than checking it out of the vault for a number of reasons:
Another user may be modifying it and you wish to work with it at your desktop as well.
You may wish to view it so that you can see how it works together with other documents at your desktop. For example, you
might copy the file of a Product to your desktop in order to view how it works together with various Parts. You can then check
the Part out from the Team PDM menu.
1. You can run a search to locate the document that you wish to copy to your desktop. The search results list displays the
documents that match the search criteria.
2. From any CATIA Team PDM window, right-click on the document and choose Copy File.
3. The Copy File window is displayed.
4. Fill in the fields in the window and click OK to copy the file to your desktop in read-only mode. The status of the drawing remains
Checked In.
Checking In a Part
After a Part has been checked out and perhaps modified, it must be placed back into the vault. At this point,
you can check the document back into the vault in one of two ways:
Check In, as described below, simply places the document back in the Check In vault. You can later
apply the Check Out operation on the document to make further changes.
Release, as described in Releasing a Part, moves the document to the Released vault. Thereafter, you
can apply the New Release operation on the document to carry out additional changes.
1. Activate the document containing the Part you want to check-in
2. In the SmarTeam, select Check In item. The Check In window is displayed, as shown below.
You may add comments that will be linked to the part or change conditions in the life cycle
operations.
3. Fill in the fields and click OK. The status of the document is automatically changed to Checked In.
The Part is now checked into the vault for safekeeping. A copy of the file remains at your desktop in read-only
mode. You can check it out again in order to edit the Part, as described in Checking Out a Part.
Releasing a Part
When a Part is ready to be moved to the next phase of development,
choose the Release option in order to place it in the Released vault. This
is generally done when a supervisor releases a stage of development of
the document. The Part is then assigned the Released status. A Part
can be Released from the Checked In status or the Being Modified
status.
Once a Part is placed in the Released vault, it can only be released as a
new revision to ensure the safekeeping of this version of the document.
The Part can be checked out as a New Release with a new revision
number.
1. Display the Part in CATIA.
2. In the Team PDM menu, select Release item.
The Release window is then displayed.
The fields in the Release window are the same as those in the
Check In window.
3. Fill in the fields and click OK. The status of the document is
automatically changed to Released in the State field.
To check a Part out of the Released vault, you must use the
New Release option, as described in section "Checking Out
a New Release". A new revision of the document is created
and the previously released revision remains in the vault.
Checking Out a New Release

When a document has the Released status it can only be taken out of
the vault by clicking the New Release option. This option automatically
creates a new revision of the document, thereby saving the previously
Released revision.
CATIA Team PDM also enables you to copy a file to your desktop
without checking it out of the vault. This is useful when another user is
working with the Part (and has checked it out of the vault), but you wish
to view the Part at your desktop. Instructions for copying a file are
provided in section "Copying Documents To Your Project Desktop".
CATIA Team PDM provides two methods for checking a New Release
out of the vault:
Check out a New Release from CATIA: If the Part is currently
displayed at your desktop (in read-only mode), you can perform
the New Release operation from the Team PDM menu.
Check out a New Release (from a CATIA Team PDM menu): If
the Part is not currently displayed at your desktop, you must find
the Part by running a search. From the displayed search results
window, select the Part and choose Edit.
Since the Part is currently checked in, a message is displayed
prompting you to check out the document. Click Yes to display
the New Release window and then check out the document. The
Part is immediately launched into CATIA.
Moving a Document to the Obsolete

Vault
When a document becomes obsolete or inactive, you may move it to the
Obsolete section of the vault. An Obsolete document cannot be changed
or released.
1. Select the Part document as active document
2. In the Team PDM menu, select Obsolete item. The Obsolete
window is displayed. The fields in the Obsolete window are
identical to the fields in the Check In window.
3. Fill in the fields and click OK. The status of the document is
automatically changed to Obsolete.
Managing Assemblies
Building Assemblies can be very time-consuming, since much of your time is spent in
searching for existing components and placing them in Assemblies. CATIA Team PDM
provides powerful tools to assist you in building your assemblies:
Find options: Use the SmarTeam Find options to locate Parts and Products.
Copy File option: As you build your Assembly, you can copy Parts/Products to
your desktop to view how they fit together with the current Assembly.
Insert Component options: When you wish to insert an existing Part or Product
as a component of the current Product, use the Insert Component option.
CATIA Team PDM inserts the component into the current Product. When you
save the Assembly, the components are saved as children of the Assembly. In
this way, CATIA Team PDM accurately reflects the structure of your Assembly.
Save option: If you created new Parts as components of the Assembly, CATIA
Team PDM will save each of these Parts/Products into the CATIA Team PDM
database when you save the Assembly. A Profile Card for each document is
displayed. After these components are saved, the Profile Card for the Product is
displayed. In this manner, you can save the Product and its components.
Batch Mode Save option: CATIA Team PDM provides you with a batch method
for saving assemblies. The Batch Mode Save does not display a Profile Card
during a SmarTeam Save operation. Instead, each component is saved in the
CATIA Team PDM database with a unique ID number. At a later time, you can
open a Profile Card for a component and enter information in the attribute fields.
In addition, CATIA Team PDM enables you to locate all the parents of any document
(using the Where Used option). Refer to "Finding Out Where a Document Is Used" for
details.
Building an Assembly
Adding a New Assembly
Saving an Assembly
Managing the Revisions of a Product
Registering an Assembly
Checking In/Checking Out/Releasing an Assembly
Life Cycle Options
Building an Assembly
The Insert Component option enables you to insert existing Parts/Assemblies as components of the current Assembly.
To insert a component:
1. Display an Assembly structure in CATIA V5.
2. From the Team PDM menu, choose Insert Component and point to Find Document.
3. The Search Editor window is displayed, as shown below:
4. Choose a search and click Run.

You can also modify a search or define a new search. Refer to "Searching for Documents" for instructions
5. In the displayed window, choose a document and click OK.
6. The document is inserted into the assembly structure.
Adding a New Assembly to CATIA

Team PDM
Adding an Assembly to the CATIA Team PDM database is similar to
adding a Part.
1.
2.
3.
4.
Display the Assembly in CATIA.

From the Team PDM menu, choose Save.
A CATIA Save As window appears. Name the file and click Save.
A CATIA Team PDM Save As window appears. In this window you
can define the project and the parent to which the document
belongs.
Choose a project. The Assembly will be saved as a
document in the selected project.
Choose a parent folder. The Assembly will be saved as a

child of the selected folder.
The CATIA file name is displayed.

Click Save.
5. A Product Profile Card is displayed in which you can add relevant
information.
Enter a name for the Product in the Description attribute.

By default, this attribute is displayed in the Data Manager
tree along with the ID number.
Select the tabs to review default information about the file.
6. Click OK. CATIA Team PDM automatically saves your Product in
the database, giving it a unique identity where it can be easily
found for later use.
In the CATIA Team PDM tree hierarchy, all the components of the
Assembly are linked as components (children) of the Product. This
hierarchical link reflects the structure of the Assembly as designed
in CATIA.
7. If the components of the Assembly have not yet been saved in
CATIA Team PDM, a Profile Card for each component is
displayed, one by one.
In each Profile Card, name the component (in the Description
field) and click Add to save the new Parts/Products in the CATIA
Team PDM database.
For example, if a Product has three Parts as its components, and
these components have not yet been saved in CATIA Team PDM,
a Profile Card for each Part is displayed.
Saving an Assembly
Every CATIA Assembly should be saved into the CATIA Team PDM
database. After you create a new Assembly or modify an existing one,
choose one of the SmarTeam Save options. Then, register the
Assembly by choosing the Life Cycle/Register option. The Assembly is
then placed into the Checked In vault.
The CATIA Team PDM integrated menu provides two methods for
saving Assemblies:
Save: Saves the Assembly into the CATIA Team PDM database.
See Saving a Part for details.
Save As: Saves the Assembly into the CATIA Team PDM
database
and
Defines the project and the parent folder of the document. For
example, you can save the new Assembly as a child of the
Technical Assemblies folder in the Drive Shaft project.
After you choose a SmarTeam Save option, a CATIA Product
Profile Card is displayed in the Object Attributes window. After
you fill in the attribute fields, click OK. The Assembly is saved to
the CATIA Team PDM database.
Since the process of saving a Part is identical to that of saving an
Assembly, refer to the following pages for detailed instructions:
To save a document for the first time, see Saving a Part for
the First Time
To save a document for subsequent saves, see Saving a
Part After Modifications
Saving the Components of an Assembly
When you save an Assembly, CATIA Team PDM automatically saves
the components of the Assembly as well:
If the components of the Assembly are already saved into the
CATIA Team PDM database, then the Save option updates the
Profile Cards for all the components to reflect any modifications
that were made to the components as well as the hierarchical link
between the Assembly and its components.
If the components of the Assembly are new and have not yet
been saved to the CATIA Team PDM database, then each of
these components will be saved to CATIA Team PDM one by
one.
A Profile Card for each component is displayed (in the
Object Attributes window). Fill in the Profile Cards, and
click OK.
After each component is saved, a Profile Card for the
Assembly is displayed (in the Object Attributes window).
Fill in the Profile Card, and click OK.
Using the Batch Mode
CATIA Team PDM enables you to save the components of an Assembly
without displaying each Profile Card. This can save you a great deal of
time. CATIA Team PDM provides two methods for batch saving
components:
1. From the Team PDM menu, choose Batch Mode Save. Then,
save the Assembly using the Save or Save As option. CATIA
Team PDM saves all the components but does not display a
Profile Card for each one.
2. From the Team PDM menu, choose Save As. In the Save As
window, click the Options tab to display the Save Option window.
In the Save tab, check the checkboxes and click OK.
Managing the Revisions of an

Assembly
As you work with an Assembly, you can make continuous revisions to it.
CATIA Team PDM protects and manages these revisions in the same
manner as a Part.
However, an Assembly is more complex than a Part since it consists of
many components. It is essential to maintain the integrity of an Assembly
by performing life cycle operations on the Assembly and its children, in
coordination with each other. CATIA Team PDM ensures that the
integrity of the Assembly and its children is not jeopardized by disabling
life cycle operations.
In addition, CATIA Team PDM provides several life cycle options which
can help you manage your Assembly. These life cycle options are
described in section "Life Cycle Options for Managing an Assembly".
For example:
You can choose the Propagate Operation option to check in or
check out the Assembly and its components at the same time.
You can choose the Relatives Being Modified option to view the
parents or children of the document that are currently being
modified.
You can choose the Show Parents option to display the parents
of a document. You can then select parents and check them out
as well
These life cycle options are only available when you choose
Check Out or Check In from the Team PDM menu. They
are not available when you check out/in a document from the
CATIA menu.
The following examples show how CATIA Team PDM protects the
integrity of an Assembly.
When you release an Assembly, its children must be Released as
well. For example, if an Assembly has ten subassemblies, each
one must be assigned the Released status.
You can only move a subassembly to the Obsolete vault if its
parent Assembly is also Obsolete.
To perform a revision operation on an Assembly and all its
children simultaneously, CATIA Team PDM provides the
Propagate Operation option. For example, if you wish to check
out a Stump Preacher Guitar and all its ten subassemblies, you
can check them all out simultaneously.
You have the option to perform a revision operation on an
Assembly and not on its children, or perform a revision operation
on a child and not on the parent Assembly.
For example, you can check out a Stump Preacher Guitar
Assembly from the vault and leave the children in the vault.
You can copy the children of an Assembly to your desktop so that
you can view them but not modify them. The status of the children
remains Checked In, while the status of the Assembly is Checked
Out.
You can check a subassembly out of the vault independently and
leave the parent Assembly in the vault.
Registering a Product
When a Product is first saved into the CATIA Team PDM database, it is automatically assigned the New status. This
means that the Product has not yet been checked into a SmarTeam vault.
To protect the Product from modifications, place the Product into the SmarTeam vault by registering it. After the Product is
registered, its status is changed to Checked In.
When you register the Assembly, you can register the Product and all its components simultaneously using the Propagate
Operation option. Refer to section "Propagate Operation" for details.
1. From the Team PDM menu, point to Life Cycle and choose Register.
The Register window is then displayed, as shown below:
On the left-hand side of the window, the Assembly and its components are displayed with the Register icon to the
left of the selected document. On the right-hand side of the window, the Register window is displayed.
2. To register the Assembly and all its components together, right-click on the Assembly to display a dropdown menu
and choose Propagate Operation:
3. Fill in the fields in the Register window (optional) and click OK. Refer to "Registering a Part" for a description of these
fields.
The Assembly is now placed in the Checked In vault. Note that the status of the Assembly is now Checked In.
Checking In/Checking Out/Releasing a Product

Since the process of checking in and checking out an Assembly is quite similar to the life cycle operations on a Part, we will only
provide a brief description of each life cycle operation. Instead, we will describe the unique features provided by CATIA Team
PDM which enable you to manage the Assembly, together with its components, as you create revisions.
For each life cycle operation, you can:
Check out/in an Assembly and all its components together. For example, you can check out the Ski Draft Assembly and its
ten components.
You can check out/in an Assembly and handle each component individually. For example, you can check out an Assembly
and copy all its components to your desktop.
Handling Components
CATIA Team PDM enables you to manage an Assembly and its components.
You can:
Check out an Assembly and copy all its components to the desktop.
Perform the same life cycle operation (Check Out, Check In, Release) on the Assembly and all its children, by choosing
the Propagate Operation option, as described in section "Propagate Operation".
Handle each component individually. For each component, you can:
Check in or check out the component together with its parent Assembly.
Copy the component to the desktop. The child remains in its current state.
Choose No Operation for the component. The No Operation option enables you to maintain a subassembly in its
present state while performing a revision operation on the Assembly (or vice versa).
For example: You wish to insert a new Part into an Assembly to replace an existing Part. You can check out the Assembly, and
copy all the Parts to your desktop, except the Part you wish to replace. For that Part, choose the No Operation icon.
When you click OK, the Assembly will be checked out of the vault, and all the children except one will be copied to your desktop.
In CATIA Team PDM, you can replace the old Part with a new Part at your desktop to see how it affects the Assembly as a
whole.
Checking Out an Assembly (from CATIA)
If an Assembly is displayed at your desktop in read-only mode, you can choose to check it out in order to modify it. CATIA Team
PDM enables you to do so.
To check out an Assembly:
1. Display the Assembly in SolidWorks (in read-only mode).
2. To check out a document: Select a document (Assembly or Part), in Team PDM menu, select Life-Cycle then choose
Check Out. In the displayed Check Out window, fill in the fields and click OK.
At your desktop, you can view the assembly and its components. Those documents that were checked out may be modified.
After you modify the document, remember to choose a SmarTeam Save option.
Checking Out an Assembly from a CATIA Team PDM window.
If an Assembly is checked in to a vault, and it is not currently displayed at your desktop (in read-only mode), you must locate the
Assembly and then choose Edit in order to launch it into CATIA and modify it.
In the displayed Check Out window, you can right-click to display a dropdown menu which provides several life cycle options.
These life cycle options can assist you in managing your Assembly. Refer to section "Life Cycle Options for Managing an
Assembly" for details.
To check out an Assembly:
1. Run a search to locate the Assembly that you wish to check out.
2. Select the document, and right-click to display a dropdown menu. Choose Edit.
3. A message is displayed prompting you to check out the document. Click Yes to continue.
4. The Check Out window is then displayed, as shown below:
This window is also displayed when you choose the Life Cycle/Check Out option from the Team PDM menu.
In the left side of the window, the Check Out icon appears next to the Assembly and the Copy File icon appears next
to the components.
The default operation for the components (Check Out or Copy File) is determined by the administrator.
5. You can define an operation for each component as follows:

Click on the icon of a document to display a list of options. This list differs for each life cycle operation, as shown
below:
Or
Click on the icon of the document to choose an operation. The icon toggles between three states:
6. Fill in the fields in the displayed revision window, and click OK.
The following example shows how subassemblies are handled individually during the Check Out operation:
Checking In/ Releasing an Assembly

CATIA Team PDM provides two methods for checking in or releasing an Assembly:
Check in the Assembly and its components from any SmarTeam window. You must select each document one by one and
check it in (or Release it).
This method is identical to the checking in a Part as described in section "Checking In a Part". Below is a quick summary.
1. Select the Part or Assembly and choose SmarTeam/Check In or Release. The Check In (Release) window is
displayed, as shown in section "Checking In a Part".
2. Fill in the fields and click OK. The status of the document is automatically changed to Checked In. The Assembly is
now checked into the vault for safekeeping. A copy of the file remains at your desktop in read-only mode.
Check in the Assembly using the Life Cycle/Check In (or Life Cycle/Release) option (from the Team PDM menu).
Instructions are provided on the following page.
When you choose the Life Cycle/Check In (or Release) option from the Team PDM menu, a Check In (Release) window
is displayed. In this window you can check in the Assembly and its components at the same time. In addition, you can
view life cycle options which help you manage your Assembly, as described in section "Life Cycle Options for Managing
an Assembly".
To check in an Assembly:
From the Team PDM menu, point to Life Cycle and choose Check In. The Check In window is displayed as shown below:
On the left side of the window, the Assembly and its components are displayed. You can
Check in all the documents together:
1. Right-click and choose Propagate Operation.
2. The Check In icon is displayed next to each component in the tree.
3. Fill in the fields in the Check In window (optional) and click OK.
4. The Assembly and its components are checked in to the vault. A copy of these documents does not remain at your
desktop.
Handle each component individually:
1. Click on the icon of a document to display a list of options. This list differs for each life cycle operation, as shown
below:
Or:
Click on the icon of the document to choose an operation. The icon toggles between three states:
2. Complete the fields in the displayed window and click OK.
Life Cycle Options

Your Assemblies are often complex with numerous subassemblies. As you manage the revisions of the Assembly,
you must keep track of the status of the revisions of the parents and children of each Assembly. CATIA Team PDM
provides several life cycle options that can assist you in this task.
Overview
From the Team PDM menu, point to Life Cycle and choose a life cycle operation (Check Out for example). In the
displayed window, right-click on a document to display a dropdown menu. A list of life cycle options is displayed. This
list differs according to the life cycle window being displayed, as shown below:
These life cycle options are displayed in the Check Out/New Release window.
These life cycle options are displayed in the Check In/Approve window.
These life cycle options are displayed in the Register window.
The life cycle menus include the following life cycle options:
Feature
Description
Example
Associated
Objects
Enables you to view those documents that are

linked as dependencies or reverse
dependencies to the selected document. You
can then perform life cycle operations on these
Associated Objects. See Managing the
Revisions of a Drawing for a complete
description.
In CATIA Team PDM, a Drawing (Stump

Preacher Guitar Drawing) was created based
on a Stump Preacher Guitar Drawing. When
you check out the Stump Preacher Guitar
Drawing you can view and manage its
dependency (the Stump Preacher Guitar
Drawing).
Propagate
Operation
Performs the same life cycle operation on the

Assembly and all its children. See Propagate
Operation for operating instructions.
When you register an Assembly, you can

register all the children simultaneously.
Relatives Checked a document that are currently Checked Out.

Out
See Relatives Being Modified for instructions.
Show Parents
Displays the parents of a document in a

separate window. You can then select the
parents that you wish to check out as well. See
Show Parents for instructions.
Switch to Latest
Revision
Enables you to check out the latest revision of

a document. See Switch to Latest Revision for
instructions.
Replace Revision
When you manage an Assembly, you can view

a list of its parents or children that are currently
being modified (checked out) in the Relatives
Being Modified window. This is particularly
helpful when you wish to release an Assembly,
since all its documents must first be checked
in.
When you check out a Part that is a child of a
few different Assemblies, the Show Parent
window displays the parents of the selected
document and their revision status. You can
then choose the Assemblies that you wish to
check out together with the Part.
When you check out a Part that has numerous
revisions, the Switch to Latest Revision
option automatically checks out the most
recent revision.
When you check out a Part that has three
revisions, you can replace the displayed
revision with a different one.
Enables you to choose a different revision of a

document and perform a life cycle operation on
it. This option also enables you to link the
latest revision of the subassemblies to the
Also, when you check out an Assembly, you
Assembly being checked out. See Replace
can link it to the latest public revision of each
Revision for instructions.
of its subassemblies.
Link Parent of
Enables you to link the current Part/Assembly When you check in a Part after modifying it,
Previous Revision to a different Parent (with a previous revision you can link the Part to a previous revision of
number). See Link Parent of Previous Revision the parent Assembly (rather than the current
revision of the parent Assembly).
for instructions.
Each of these life cycle options is described below.
Propagate Operation: Performs the same life cycle operation on the Assembly and all its children.
To propagate an operation:
1. In any life cycle window, right-click on an Assembly and choose Propagate Operation. The icons of all the
children change to reflect the revision operation to be performed.
2. Fill in the fields in the revision window (optional). Click Apply to perform the operation and remain in the view,
or click OK to perform the operation and exit the view.
Relatives Being Modified: Displays the parents or children of a document that are currently Checked Out.
To show the relatives being modified:
From the Check Out/New Release window, right-click on a document (not its icon) to display a dropdown menu, and
choose the Relatives Being Modified option. The relatives (parents or children) that are currently in the Checked Out
state are displayed.
The
icon represents a parent.
The
icon represents a child.
Show Parents: Displays the parents of a document in a separate window. You can then select the parents that you
wish to check out as well.
To show (and check out) the parents of a document:

1. From any Check Out/New Release window, right-click on a document (not its icon) to display a dropdown menu,
and choose the Show Parents option. The Select Parents window displays the parents of the selected
document.
2. To check out the parents, select the parents in the Select Parents window and click OK.
Use the Shift Key to select multiple parents.
The parents are added to the list in the Check Out window and will be checked out together with the
source document.
Switch to Latest Revision: Checks out the latest revision of a document.
To switch to the latest revision:
In the Check Out/New Release window, the Switch to the Latest Revision option enables you to check out the latest
revision of a document.
A window opens displaying the newly created revision.
Replace Revision: Enables you to choose a different revision of a document and perform a life cycle operation on it.
Enables you to link the latest revision of the subassemblies to the Assembly being checked out
A document can have several revisions as it is checked in and checked out of the vault. If you are currently
performing a life cycle operation, such as Check Out, on one of the revisions, you can check out a different revision
of the document in its place.
During the development of an Assembly, its children may undergo several revisions. When you check out the
Assembly, you can check out the latest revision of its children.
The Replace Revision option enables you to replace the following:
Replace the document selected for the Check Out/New Release operation, using the Replace
Revision/Select option. For example, if you selected to check out the Part phone b.1, and then choose
Replace Revision/Select, you can check out a different revision of the Part, such as b.2 or b.3.
Replace the children of the Assembly being checked out, using the Replace Revision/Revert to Last option.
For example, if you selected to check out the Stump Preacher Guitar Assembly, and then choose Replace
Revision/Revert to Last, all the children of the Assembly switch to the last public revision. The newly created
revision of the Assembly will be linked to the last public revision of the children. This option is particularly
helpful when you wish to work with the latest revision of all the children of an Assembly.
To replace a revision:
1. From the Check Out/New Release window, right-click on a document (not its icon) to display a dropdown menu
and choose Replace Revision.
2. To replace the document selected for the current Check Out/New Release operation: Choose Select to display
a list of revisions. Choose a revision and click OK. In the Check Out window, the selected revision will replace
the original revision.
or
Choose Revert to Last to check out the last public revision of the children of the Assembly currently being
checked out. The newly created revision of the Assembly will be linked to the latest public revision of all its
children.
Link Parent of Previous Revision: Enables you to link the current Part/Assembly to a different Parent (with a
previous revision number).
To link a Part to a previous revision of its parent:

1. From the Check In/Release window, right-click on a document (not its icon) to display a dropdown menu and
choose Link Parent of Previous Revision.
2. A window is displayed with a list of the previous revisions of the parent Assembly for the Part current being
checked in.
Select a parent and click OK. The Check In window is refreshed to display the selected parent Assembly. When
you check in the Part, it will be linked to the selected parent Assembly.
Managing Drawings
CATIA Team PDM provides powerful tools to assist you in creating, saving and
managing your Drawings.
When you save the Drawing into the CATIA Team PDM database, a general
link is automatically created between the Drawing and the Part/Product. This
enables you to manage the Drawing together with the Part/Product as you
create revisions.
In this manner, the status of the Drawing remains parallel with the status of the
document on which it was based and CATIA Team PDM protects the integrity of
the Drawing.
Saving a Drawing
Managing the Revisions of a Drawing
Saving a Drawing
When you save the Drawing, a general link is created between the
Drawing and the Part/Assembly on which it was based:
1. From the Team PDM menu, choose Save (or Save As).
See Saving a Part for the First Time for detailed instructions
on using the Save option or to Saving a Part After
Modifications for detailed instructions on using the Save As
option. This process is identical to saving a Part.
2. A CATIA Drawing Profile Card is displayed (in the Object Attributes
window).
3. Fill in the fields in the Profile Card and click OK.
The Drawing is saved to the CATIA Team PDM database, and a
general link is created linking the Drawing to the Part/Assembly on
which it was based.
In this way, CATIA Team PDM reflects the nature of the Drawing.
As you manage the revisions of the Part/Assembly, you can
manage the revisions of the Drawing in parallel.
Managing the Revisions of a Drawing

CATIA Team PDM manages the special relationship between a Drawing and
the Part/Assembly on which it was based. When you create a Drawing by
inserting a Part/Assembly and you then save it using the SmarTeam Save
option, a link is created between these two documents in CATIA Team PDM.
These linked documents are called associated objects.
CATIA Team PDM provides three types of associated objects:
Dependency: A CATIA Team PDM Part or a Product is a dependency
of a CATIA Team PDM Drawing (since the Drawing is based on the
Part/Assembly).
Reverse Dependency: A CATIA Team PDM drawing is a reverse
dependency of a CATIA Team PDM Part/Product.
As you create revisions, you can view and manage these associated objects
(dependencies or reverse dependencies), using the Associated
Objects/Dependencies or Reverse Dependencies option.
In addition, CATIA Team PDM color indicates each of the associated objects,
so that you can clearly identify a document's dependencies and reverse
dependencies. The default color settings are:
Dependencies are displayed in red.
Reverse dependencies are displayed in blue.
Working with Dependencies and Reverse Dependencies
Each time you perform a life cycle operation on a document, you can view its
associated objects, meaning its dependencies and reverse dependencies. You
can then manage the revisions of these associated objects by checking the
associated objects in or out of the vault or copying their files to your desktop.
When you check out (or check in) a Drawing, its dependency (the
Part/Assembly) is automatically checked out together with the Drawing.
If the administrator set the default to Copy File, then the dependencies will be
copied to the desktop, not checked out.
You can view the dependencies of a document and choose a life cycle
operation for each dependency. If you do not view the dependencies of a
Drawing, the dependencies will automatically be checked out/in together
with the Drawing (if that is the default setting).
You can view the reverse dependencies of a document and choose a life cycle
operation for them. If you do not view the reverse dependencies of a
document, then no life cycle operation is performed on them.
For example: A Stump Preacher Explode A4 Drawing was created based on
a Stump Preacher Guitar Assembly. When you check out the Stump
Preacher Explode A4 Drawing, its dependency, the Stump Preacher Guitar
Assembly will be checked out with it (unless you display the dependency and
choose a different life cycle operation). When you check out the Stump
Preacher Guitar Assembly, you may view and check out its reverse
dependency, the Stump Preacher Explode A4 Drawing.
To view associated objects:
1. From any life cycle window (such as Register or Check Out), right-click
on a document to display the dropdown menu.
2. Point to Associated Objects to display the list of view options. A
checkmark to the left of the option shows that the associated object is
already displayed in the tree.
3. Click on an option to add or remove the checkmark. Removing the

checkmark will remove the display of the associated object from the tree.
Adding a checkmark will display the associated objects in the tree.
The default color settings can be changed, as described in To

customize color settings for associated objects.
To manage associated objects:
When the associated objects are displayed in the tree browser, you can
manage them in the same manner as any Assembly and its children. You can:
copy the associated objects to the desktop, as shown above.
Check Out/Check In all the associated objects by choosing the
Propagate Operation option.
handle each associated object individually. For each associated object,
you can:
Check out or check in the document.
Copy its file to the desktop. The state of the document is not
changed.
Choose No Operation for the document.
Life cycle operations are always performed on dependencies, even if you do
not display them. This is not the case for reverse dependencies: You must
choose to display reverse dependencies in order to perform life cycle
operations on them.
To customize color settings for associated objects:
CATIA Team PDM color indicates each of the associated objects, so that you
can clearly view a document's dependencies and reverse dependencies. The
default color settings are:
You can change these default settings, as described below.
1. In any life cycle window, right-click to display a dropdown menu and
choose Tree Properties.
2. Click the Visual Settings tab to display the following window:
3. Click the button to the right of the color that you wish to change. A color
selection window is displayed, as shown below:
4. Choose a new color and click OK.

5. In the Visual Settings window, click OK.
Working with Projects

The CATIA Team PDM data structure organizes all data around projects in order to
assist you to browse through the data and locate specific Parts, Drawings or Products.
Projects are the highest class in the CATIA Team PDM data structure and are used to
represent a product idea or concept. Each project has its own Documents tree browser
which displays all the documents associated with the project in a hierarchical structure,
including the CATIA documents and related documentation (such as spreadsheets and
Word files).
Organizing Projects
Viewing Documents in a Project
Organizing Projects
In general, projects are organized into folders to structure the documentation. When you begin a
project, you create folders and link these folders directly to the project. When you save CATIA Parts
and Products, you can save these documents into specific folders.
The CATIA Team PDM Documents tree displays a visual representation of the hierarchy, as shown
below:
In the example above, the folders are the highest level in the hierarchy, directly linked to a project. The
CATIA documents and associated documentation are linked as children of the folders. Each document
is represented by an icon.
As you save Parts, Products and Drawings into the CATIA Team PDM database, you can save each
document as a child of a specific folder. In this manner, all your documents are organized into folders
and all the folders are linked to a project.
Viewing Documents in a Project

CATIA Team PDM enables you to save documents to a project desktop, thereby linking these
documents to the selected project.
Note: When you choose the SmarTeam Save option (or Save As option) check the Link to project
desktop checkbox in the Object Attributes window.
When you choose the Locate Active Document option from the Team PDM menu, the document is
displayed in a Data Manager window.
The Project Desktop icon displayed to the left of the document name shows you that the document is
linked to a project, as shown below.
You can then view the projects to which the document is linked by clicking the Projects tab in the Links
page of the displayed Profile Card.
Saving Documents
Each time you create a new CATIA Part or Product, the document should be saved
into the CATIA Team PDM database. You can then use the many powerful tools
offered by CATIA Team PDM to properly manage your documents.
Save Options
Saving Assemblies
CATIA Team PDM Save Options

The CATIA Team PDM integrated menu provides two methods for
saving documents:
Save: Saves the document in the CATIA Team PDM database.
Save As: Saves the document in the CATIA Team PDM
database.
and
Defines the project and the parent folder of the document. For
example, you can save a new Part as a child of the Standard
Parts folder in the Conveyor project.
After you save a new Part or Product:
A CATIA Team PDM window is automatically displayed showing
the new document that has been added to the CATIA Team PDM
database.
You do not need to fill in the description field in the Profile Card. By
default, CATIA Team PDM will use the current name of the document.
Saving Assemblies
When you save an Assembly in the CATIA Team PDM database, its components are automatically
saved as children of the parent Product. The tree hierarchy changes to reflect the new documents and
the hierarchical links between them. Thus, the inherent relationship between a Product and its
components is automatically maintained in CATIA Team PDM.
Here is a Product structure within CATIA V5:
and here is the corresponding Documents tree within CATIA Team PDM:
Data Structure
CATIA Team PDM organizes all documents into classes. Each time you save a CATIA
document, it is saved into a specific class. Each class of documents has its own Profile
Card to accurately represent the attributes of the class.
For example, when you save a CATIA drawing, it is saved into the CATIA Drawing
Class. The Profile Card for the Drawing Class displays attributes of importance to
drawings.
CATIA Team PDM provides a fixed database structure:
Note: In addition to the CAD file class, some of the classes displayed above may have
sub-classes.
By default, when you save CATIA documents, they are saved into the following
classes:
A new CATIA Part is saved in the CATIA Part Class.
A new CATIA Drawing is saved in the CATIA Drawing Class.
A new CATIA Product is saved in the CATIA Product Class.
Working with Classes
Working with Classes

Your administrator may modify the class structure to suit the needs of
your organization, as follows:
Your administrator can create additional classes (along with
appropriate Profile Cards). For example, your administrator can
create a class called Beta Parts.
When you save a document, you can choose a class from a
dropdown list of classes displayed in the Profile Card. A new
Profile Card for the selected class is displayed, and the document
is saved in the appropriate class.
The following scenario illustrates how you can work with several classes:
1. Your administrator defines a new class called Beta Parts.
2. You then create a new Part in CATIA V5 and save it by clicking the
SmarTeam Save option.
3. By default, the CATIA Part Profile Card is displayed. In this Profile
Card, you can select a different class.
4. If you select the Beta Parts class, the window is refreshed to
display a Beta Parts Profile Card. When you click OK, the new Part
is saved in the Beta Parts class.
Each time you create a search, you must select a CATIA Team PDM
class. When you run the search, CATIA Team PDM locates the
documents that meet the search criteria from the specified CATIA Team
PDM class.
For example: You create a search from the CATIA Parts class, and you
define search criteria for the search. When you run the search, CATIA
Team PDM will locate all the CATIA Parts which meet the specified
search criteria.
Finding and Working with Your

Documents
Locating Parts, Products and Drawings is an essential task, but it can be
time-consuming when creating complex Assemblies. CATIA Team PDM provides
a number of powerful functions which enable you to locate a document in the
CATIA Team PDM data structure.
The following CATIA Team PDM tools work together to help you find and modify
any CATIA V5 document:
Find
Use the Find options to run a search and locate specific

documents that match the search criteria. These documents
are listed in a search results list.
Browse
Browse through each document in the list. Each time you

select a document, its Profile Card is displayed. You can view
general attributes of the document as well as its revision
history. In addition, you can view a thumbnail image of the
document in the Viewer page.
Find out
where a
document is
used
Keep track of all the Assemblies that use a particular document

as a component before you begin to modify the Part/Product.
View
When you locate the exact document that you were searching
for, you can launch it directly into CATIA V5, for viewing and
inspection.
Edit
When you locate the exact document that you were searching
for, you can launch it directly into CATIA V5, and modify it
accordingly.
Save
When you have finished your modifications, save the

document. The Profile Card (and appropriate revision history)
is updated accordingly.
Finding
Browsing
Finding Out Where a Document Is Used
Editing
Saving
Finding Your Documents

CATIA Team PDM provides several search tools:
Find Object: This option enables you to view the previously

defined searches. From the Search Editor window, you can:
run a previously defined search
modify a search
create a new search.
Each search may contain numerous search criteria. The results of
the search are listed in a search results list. You can browse
through the displayed list and view the Profile Card for each one.
You can also select a document and launch it into CATIA V5.
Find Object By Attribute option: This option enables you to
create a new search. You must choose a CATIA Team PDM
class and enter search criteria for it. You can then run the search
to locate the documents in the selected class that match the
search criteria.
Find Object By Example option: This option enables you to

create an advanced search based on numerous search attributes.
You can select two CATIA Team PDM classes and define search
criteria based on the class attributes (and their link attributes).
You can then run the search to locate the documents in the
selected classes that match the search criteria.
Browsing
After you run a search, the search results are listed in a search results list. You can then browse
through the list to identify a specific document.
CATIA Team PDM enables you to view CATIA Parts, Drawings and Products in the Viewer page. This
enables you to browse through the database and view the most recent image of a document, as
displayed in CATIA V5.
Browsing through the Viewer page provides a means of searching for and identifying a specific
document. For example, after running a search, the search results are displayed in a list. You can view
the image of each of these documents and launch one into CATIA V5, if you wish.
Finding Out Where a Document Is Used

When you open a Part or Product in CATIA, it is essential to keep track of all the Assemblies that use this particular
document as a component before you begin to modify the Part/Product. CATIA Team PDM enables you to locate all the
parents of any document (using the Where Used option). This is particularly helpful when working with large
Assemblies with many sub-Products and Parts as components.
When you choose the Where Used option, CATIA Team PDM displays a window which lists all the parents of the
document. You can then browse through the list to view the parents (Assemblies) of the Part/Product, and you can
launch any of these documents into CATIA.
1. Display a Part/Product in CATIA. Remember you can launch any document using the CATIA Team PDM Edit
option.
2. Choose Where Used item in the Team PDM menu.
A Where Used window is displayed listing all the parents of the Part.
3. You can browse through the list to view the Profile Card of each document. You can also right-click on a
document and choose Edit to launch the document into CATIA.
Editing
When you have located a document, you can quickly launch it into CATIA V5, as described below:
1. From any CATIA Team PDM window, select a document.

2. Right-click to display a drop-down menu and choose Edit.
Shortcut: Double-click on the document to launch it into CATIA V5.
If the document is checked into a vault, you must check it out of the vault in order to open it
in CATIA V5. A message is displayed prompting you to check out the document. Click OK.
In the displayed Check Out window, click OK to check the document out of the vault. The
document is then launched into CATIA.
Saving
Make your modifications in CATIA V5 and choose one of the Save
options from the Team PDM menu. The document is saved in the CATIA
Team PDM database and the Profile Card is updated accordingly.
Safekeeping: Securing Documents in

a Vault
CATIA Team PDM enables you to maintain and manage any information related to a
document throughout its life cycle. By mirroring the physical process of document
management, CATIA Team PDM uses vaults, check-in, check-out, and approval
functions to manage the life cycle of your Product, Part or Drawing. It creates new
versions of a document and protects it from unauthorized modifications.
Maintaining Security and Control
Life Cycle Menu Options
Maintaining Security and Control Over

Documents
Maintaining security and control over documents is of the utmost importance and CATIA
Team PDM provides an electronic vault for this purpose. The electronic vault ensures that
only those persons with access permission may access a document, and that a document
cannot be accessed by more than one person at a time.
The illustration below displays the life cycle flow of a document:
CATIA Team PDM revision management features enables you to:

automate the flow of documents through different stages of development
control and access the many revisions of a document
save and restrict access to documents through the use of an electronic vault.
As you revise a Part, Product or Drawing, you can:
Check out the document from the vault (using the Check Out option) in order to
modify it and launch it in CATIA Team PDM. When a document is checked out of the
vault, it can only be modified by the current user.
You can also copy a file to your desktop in order to view it. In this case, you cannot
modify the document, and the document remains in the vault. This option is helpful
when another user is modifying a document, but you wish to view it in CATIA V5 at
your desktop.
Check in the document to the vault for safekeeping (using the Check In option). When
a document is checked into the vault, it is made publicly available.
Release the document by placing the document into the Released vault (using the
Release option). The document can then be checked out for modification, (using the
New Release option) but only as a new revision.
CATIA Team PDM ensures that the integrity of the Product and its children is not
jeopardized by disabling life cycle operations. The following examples show how CATIA
Team PDM protects the integrity of a Product.
When you Release a Product, its children must be released as well. For example, if a
document has 10 children, each of these child documents must be assigned the
Released status.
You can only move a sub-Product to the Obsolete vault if its parent Product is also
Obsolete. For example, if a Cog is a sub-Product of a Watch, you can only move the
Cog to the Obsolete vault if the Watch (and all its parents) are also obsolete.
You can perform a revision operation on a Product and all its children simultaneously,
using the Propagate Operation option. For example, if you wish to check out a
Watch and all its 10 sub-Products, you can check them all out simultaneously.
You have the option to perform a revision operation on a Product and not on its
children, or perform a revision operation on a child and not on the parent Product.
You can check out a Watch Product from the vault and leave the children in the vault.
You can copy the children of a Product to your desktop so that you can view them but
not modify them. The status of the children remains Checked In, while the status of
the Product is Being Modified.
You can check a sub-Product out of the vault independently and leave the parent
Product in the vault.
Life Cycle Menu Options

The Life Cycle menu contains the life cycle options which enable you to
manage a Part, Product and Drawing as new revisions are created.
From the Life Cycle menu, choose the appropriate operation in
accordance with its status in the product life cycle.
All life cycle operations are controlled and managed by CATIA Team
PDM, by enabling and disabling different life cycle options in the Life
Cycle menu. This provides for a logical flow of a Part, Product or
Drawing through its life cycle.
When a new document is first saved into the CATIA Team PDM
database, it has the New status. The document is not placed in a vault.
When you perform the Register operation on the document, it is placed
in a vault and cannot be launched into CATIA V5 until it is checked out of
the vault.
The table below lists the different life cycle operations, the status of the
document resulting from each operation, and a description of each
status.
Life Cycle Option
Selected
Resultant Description
Status
Checked The document is placed in the vault,

In
and it cannot be launched into
CATIA V5. In order to launch it into
CATIA V5, the document must be
checked out of the vault. You can
or
copy the file to your desktop in order
to view (but not modify) the
Click Check In to
document in CATIA V5.
place a document that
is being modified back
in the vault.
Being
Click Check Out to
This is a temporary state assigned to
check out a document Modified a document that has been checked
out. The document can be launched
from the vault.
into CATIA V5 in order to modify it.
or
No other user can currently modify it,
but other users can view it or copy
Click New Release to
the file to their desktop. After the
make a new copy of a
document is checked back in or
Released document
released, the status is replaced by
that was placed in the
Checked In or Released.
Released vault. The
resultant document is
a new revision of the
source document.
Released After a stage of development is
Click Release to
completed, the document is saved in
transfer a document to
the vault of released documents.
the Released status.
Click Register to
check a new
document into the
vault.
Obsolete The document can be accessed by

Click Obsolete to
any CATIA Team PDM user but
transfer a document to
the Obsolete status.
cannot be modified. The document
is saved in the vault for inactive
documents.
Document Associations and

Dependencies
Dependencies/Reverse Dependencies
Revising Associated Objects
Dependencies/Reverse
Dependencies
CATIA V5 enables you to create a Drawing based on a Part or a
Product. When you save the Drawing into the CATIA Team PDM
database, a general link is automatically created between the Drawing
and the Part/Product on which it was based. This enables you to
manage the Drawing together with the Part/Product as you create
revisions.
The Drawing and its associated Part/Product are called Associated
Objects. CATIA Team PDM creates the following relationship between
the two documents:
Dependency: The Part/Product is a dependency of the Drawing.
Reverse Dependency: The Drawing is a reverse dependency of
the Part/Product.
For example: In CATIA V5, you create a Drawing named Circuit
Drawing based on a Part named Metallic Circuit. CATIA Team PDM
creates a link between these two documents as follows:
The Metallic Circuit Part is a Dependency of the Circuit
Drawing (since the Drawing is dependent on the Part).
The Circuit Drawing is a Reverse Dependency of the Metallic
Circuit Part.
Revising Associated Objects

As you revise your documents, CATIA Team PDM protects the
relationship between associated objects:
A Drawing and its associated Part/Product.
When you perform a life cycle operation on a document (such as Check
In or Check Out), you can display and manage the document's
associated objects. Each associated object is color-coded for easy
recognition.
To display associated objects:
1. From any life cycle window, right-click to display a dropdown
menu.
2. Point to Associated Objects and choose the type of object you
wish to display:
Each associated object is color-coded as follows:

CATIA Team PDM protects the relationship between these associated
objects as you make revisions:
Each time you check out a Drawing from a vault in order to revise
it, its dependency (Part/Product) is automatically checked out
together with it.
When you check out a Part/Product from a vault in order to revise
it, you have the option of viewing and checking out its associated
Drawing.
Before you can work with associated documents (dependencies, reverse
dependencies), an administrator must enable them. The administrator
can define dependencies based on a customized class structure.
Advanced Tasks
Searching for Documents
Creating and Viewing Links
Using Mapped Properties
Administration
Searching for Documents

Locating Parts, Products and Drawings is an essential task, but it can be
time-consuming when creating complex Assemblies. CATIA Team PDM provides a
number of powerful functions which enable you to locate and retrieve a document from
the CATIA Team PDM data structure.
CATIA Team PDM provides several searching tools:
Find Document option: This option enables you to view the previously defined
searches. From the Search Editor window, you can:
Run a previously defined search.
Modify a search.
Create a new search.
Each search may contain numerous search criteria. The results of the search
are displayed in a search results list. You can browse through the displayed list
and view the Profile Card for each one. You can also select a document and
launch it into CATIA.
Find Document By Attributes option: This option enables you to create a new
search. You must choose a CATIA Team PDM class and enter search criteria
for it. You can then run the search to locate the documents in the selected class
that match the search criteria.
Find Document By Example option: This option enables you to create an
advanced search from multiple classes, based on the attributes in these classes
as well as the attributes in the relationship (link) between these classes. You
must choose CATIA Team PDM classes, select attributes and define search
criteria. You can then run the search to locate the documents in the selected
classes that match the search criteria.
Running a Predefined Search
Modifying a Search
Creating a Search by Attribute
Creating a Search by Example
Running a Predefined Search

Once a search is defined and saved, you can run it over and over again. This powerful search tool can help you find your
documents quickly and efficiently.
For example, you may have a search called New Parts whose search criteria is based on a specific Creation Date. Each time
you run the search, you can locate the newest CATIA Parts.
After you run a search, the search results are displayed in a search results list. You can browse through the list to locate a
specific document. You can then launch the document right into CATIA (by right-clicking on the document and choosing Edit).
1. From the Team PDM menu, point to Find and choose Find Document.
The Search Editor window is displayed, as shown below:
From the Search Editor window, you can modify, delete or run a previous search, or create a new search.
Click Run to run the selected search and display the search results, as described in step 2.
Click Modify to modify the attributes of a previously defined search, as described in Modifying a Search.
Click Add to create a new search, and point to By Attribute or By Example to define a new search. See Creating
a Search by Attribute or Creating a Search by Example for details.
Click Delete to delete a previously created search.
2. Choose a search and click Run. The results are displayed in a search results list, as shown below:
You can browse through the document displayed in the list. Each time you select a document, its Profile Card is shown
on the right.
Modifying a Search
You can modify a search by changing the search criteria. This enables
you to customize searches to help you narrow down a search and find
the exact documents that you need.
For example: A predefined search displayed in the Search Editor window
is called All CATIA Parts. You can modify this search to locate all
CATIA Parts with the word Cog in the Description attribute or that are
Approved. In this manner, you can narrow the search to locate the
documents that you need.
1. From the Team PDM menu, point to Find and choose Find
Document. The Search Editor window displays the previously
defined searches.
2. Choose a search and click Modify. The Search by Attribute
window appears with the current search attributes.
3. Modify the search attributes and click Run.
You can save the modified search as a new search: In the Search by
Attribute window, select the Save As button name, then enter the new
search name in the Search name field and click Save.
Creating a Search by Attribute

CATIA Team PDM enables you to create your own search by defining search attributes for a specific class of
documents. CATIA Team PDM provides two options for creating new searches:
Find Document By Attributes option: This option enables you to create a search from one class of
documents. You must define search criteria for it by entering search information in the attributes fields.
You can then run the search to locate the documents in the selected class that match the search criteria.
Find Document By Example option: This option enables you to create an advanced search from
multiple classes, based on the attributes in these classes as well as the attributes in the relationship (link)
between these classes. You must choose CATIA Team PDM classes, select attributes and define search
criteria. You can then run the search to locate the documents in the selected classes that match the
search criteria.
This task shows to create a search by attribute. To create a search by example see Creating a Search by
Example.
1. From the Team PDM menu, point to Find and choose Find Document By Attributes. The Search Details
window is displayed, as shown below:
The Search Details window is also displayed when you click the Add button in the Search Editor
window and choose By Attribute.
2. Select a class. When you run the search, CATIA Team PDM will locate the documents that match the
search criteria from the selected class.
The window opens to display the Profile Card of the selected class, as shown below:
3. Define search options by checking the appropriate checkboxes.

In the Match Case field, check the checkbox if you want the search results to match cases (lower
or upper case) with the information provided in the search criteria fields. This is important since
database items are case sensitive.
In the Retrieve Only Last Public field, check the checkbox if you want the search to display only
the last pubic revision of the documents that meet the search criteria (the latest documents that are
checked in or released).
In the Make a Search Public for All Users field, check the checkbox if you wish to make this
search public. All users can view and run this search from the Search Editor window.
If you do not check this checkbox, the search will only appear in the Search Editor window for the
user who created it.
4. Enter the properties of the search in the displayed Attributes fields.
Follow these guidelines:
If you enter information in two or more fields, the search will locate those documents that satisfy the
entered criteria.
You can enter multi-field search conditions, enabling more than one value per field. For example,
you can enter in the Project ID field 1..6|12..18, which means that the search will find the project
IDs that range from 1 to 6 or 12 to 18.
You can choose to leave these fields blank. The search will then display all the documents in the
selected class.
5. Click
to choose those attributes that will be displayed in the resulting Search Results window.
The following window is displayed:
The Attributes List box shows all the attributes for the class.
The Selected Attributes box shows the selected attributes that will be displayed in the search
results list.
Use the arrow buttons to move attributes into the Selected Attributes list.
Use the Move Up/Move Down buttons to determine the order in which these fields will be
displayed.
Click OK.
6. Click Run to run the search. The results are displayed in a Search Results window. However, the search
definition has not yet been saved.
7. To save the search:
Click Save to save the search. This search (as it was named in step 2) will subsequently be
displayed in the Search Editor window.
Click Close to exit without saving.
Creating a Search by Example

CATIA Team PDM enables you to create your own search by defining search attributes for a specific class of documents. CATIA Team
PDM provides two options for creating new searches:
Find Document By Attributes option: This option enables you to create a search from one class of documents. You must
define search criteria for it by entering search information in the attributes fields. You can then run the search to locate the
documents in the selected class that match the search criteria.
Find Document By Example option: This option enables you to create an advanced search from multiple classes, based on the
attributes in these classes as well as the attributes in the relationship (link) between these classes. You must choose CATIA
Team PDM classes, select attributes and define search criteria. You can then run the search to locate the documents in the
selected classes that match the search criteria.
This task shows to create a search by example. To create a search by attribute see Creating a Search by Attribute.
1. From the Team PDM menu, point to Find and choose Find Document By Example. The Search By Example window is
displayed, as shown below:
2. Name the search in the Search Name field.

3. Define search options by checking the appropriate checkboxes:
In the Match case field, check the checkbox if you want the search results to match cases (lower or upper case) with the
information provided in the search criteria fields. This is important since database items are case sensitive.
In the Retrieve only last public revisions field, check the checkbox if you want the search to display only the last pubic
revision of the documents that meet the search criteria (the latest documents that are checked in or released).
In the Make search public for All users field, check the checkbox if you wish to make this search public. All users can
view and run this search from the Search Editor window.
If you do not check this checkbox, the search will only appear in the Search Editor window for the user who created it.
4. From the tree on the left side of the window, choose a class.
5. Drag the class to the work area, located at the top, right area of the window. The attributes of the class are displayed in a list.
6. You can select a second class as follows:

From the tree on the left side of the window, choose a second class, and drag it to the work area. The attributes of the second
class are displayed in the work area as well as the attributes of the link between the two classes.
In the Link Attribute list, you can display general link attributes or the hierarchical link attributes: Right-click on the list and
choose the appropriate option.
7. From an attribute list, select an attribute and drag it to the grid at the bottom, right area of the window.
The selected attribute is displayed in the Field row.

8. Define search conditions for the attribute as follows:
Place a checkmark in the Sort row to sort the search results list according the selected attribute.
Place a checkmark in the Show row to show the selected attribute in the search results list.
Place a checkmark in the Unique row to filter the search results so that only unique documents are displayed: If more than
one document meets the specified conditions, only the first document is displayed.
Enter search criteria in the Condition row for the selected attribute.
For example: For the CATIA Product class, the State attribute is dragged to the grid. In the Condition field, you enter
Released. The search will find the Products whose state is Released.
Enter additional search criteria in the Or field.
For example: Enter Checked In in the Or field. The search will find those Products whose state is Released or Checked
In.
9. Select additional attributes and define search conditions for them. When you run the search, CATIA Team PDM will find those
documents that meet the search criteria for all the attributes displayed in the grid (meaning an And condition exists between each
column of attributes).
For example:
From the CATIA Product class, the State attribute is selected and dragged to the grid. In the Condition field, you enter
Released. In the Or field, you enter Checked In.
From the CATIA Product class, the Description attribute is selected and dragged to the grid. In the Condition field, you
enter *cog.
When the search is run, the search results list will display those documents from the CATIA Product class whose state is
Released or whose state is Checked In and whose description includes the word cog.
If you select attributes from more than one class, the search will locate only those documents that meet the search conditions for
both classes.
For example:
From the CATIA Product class, you drag the State attribute to the grid and define the Condition as Checked In. In the Or
field, you enter Released.
From the CATIA Part class, you drag the State attribute to the grid and define the Condition as Checked In. In the Or
field, you enter Released.
When the search is run, the search results list will display those Products that are released or checked in whose Parts are
also released or checked in.
10. After the search is defined:
Click Run to run the search. The results are displayed in a search results list. You can browse through the documents in
the list to display the Profile Card for each document. You can also launch a document directly into CATIA.
Click Save to save the search. This search (as it was named in step 2) will subsequently be displayed in the Search Editor
window.
Click Close to exit without saving.
Creating and Viewing Links

CATIA Team PDM enables you to create links between Parts, Drawings and Products.
You can view these links in the Links page and access the linked documents. These
links enable you to:
Define the hierarchical structure of a Part, Drawing or Product by linking it to a
project or parent.
Locate related documents in order to view or modify them. For example, if you
modify a Part, you can locate and modify all its parents as well as other
documents linked to it (such as a spreadsheet or a proposal).
Check a Product into and out of the vault for modification together with its
sub-Products. The hierarchical links protect the integrity of the Assembly by
reflecting the hierarchical CATIA structure.
Check a Drawing into and out of the vault for modifications together with the
Part or Product on which it was based (and vice versa).
CATIA Team PDM automatically creates the following links:
When you create a Product (using the Insert Component option) and save it
(using the SmarTeam/Save option), the Product and all its children are saved in
a hierarchical structure. A parent-child link is created between the Product and
each of its components.
When you create a Drawing based on a specific Part or Product, the Drawing is
linked to the Part or Product on which it was based.
Creating Links
Viewing and Accessing Links
Creating Links
You can create general links between documents, regardless of their class or hierarchical structure. These
links provide a quick tool for finding related documents. For example, you may wish to link an Assembly to a
marketing document. The general links are displayed in the Documents tab of the Links page. Refer to
Creating General Links for instructions.
CATIA Team PDM enables you to link any document to a project or a parent in the Save As window. This
window is displayed:
When you first save a document (using the Save or Save As option).
and
When you choose the Save As option for subsequent saves.
A Project Tree is displayed when you click the dropdown arrow to the right of the Project box. In this
tree, you can select a project.
The Object Tree is displayed in the middle of the window. You can expand and collapse the tree to display its
branches. In this tree, you can select a parent for the document, such as an Assembly or a Folder.
CATIA Team PDM enables you to modify the displayed view of these trees in several ways:
Define the level of sub-branches displayed in the trees, as described below.
Define the general tree properties, such as whether to display all revisions or the last public revisions.
These properties are defined in the Documents tree of a project when you right-click and choose Tree
Properties.
From the Team PDM menu, choose Switch to SmarTeam and locate the Documents Tree for a
specific project.
For example, in the Tree Filter tab of the Tree Property window, you can define whether to display
all revisions of the documents in a tree, or only the last public revisions of the documents in a tree.
To define the level of sub-branches displayed in the Save As window:
1. From the Team PDM menu, choose Save As to display the Save As window.
2. Click the Options menu to display the Save Options window. Click the Tree settings tab.
3. Define the level of branches that will be displayed in the Project Tree and the Object Tree.
Creating General Links
You can create general links between documents, regardless of their class or hierarchical structure. These
links provide a quick tool for finding related documents. For example, you may wish to link a Product to a
marketing document. The general links are displayed in the Document tabs of the Links page.
To create a general link:
1. Display the document in a CATIA Team PDM window:
From CATIA, click on the Team PDM menu and choose Locate Active Document.
or
Run a search to locate the document.
2. Open the Links page of the document to which you want to link another document.
3. In the Links page, select a tab (Projects or Documents for example) from the bottom of the window to
display a specific Links sub-page. This Links sub-page must display the same class as the document
that you will choose in step 4.
4. Open any CATIA Team PDM window, and select the document that you wish to link to the document
selected in step 1.
5. Drag and drop the selected document (selected in step 3) to the Links page of the document selected in
step 1 to create a link.
6. A message confirming the link is displayed.
Click Yes to confirm a single link.
Click All to confirm multiple links.
The Links page is automatically updated to reflect these additional links.
Viewing and Accessing Links

CATIA Team PDM enables you to view the various links of a document by clicking through the Links sub-pages. You can then access a
linked document, view its Profile card and launch it into CATIA.
The Composed Of sub-page lists all the children (components) of a document.
The Where Used sub-page for the Product lists all the parents (folders and Products) of a document.
The Where Used list is also displayed when you select the Team PDM menu and then choose the Where Used option.
The various class tabs display the general links of a document (according to classes).
To view links:
In the Links page, you can view the links of any CATIA Team PDM document as follows:
1. Select a document from any CATIA Team PDM window.
If the document is currently displayed in a CATIA window, you can choose the Locate Active Document option from the Team
PDM menu
2. Click the Links tab at the top of the Profile Card to display the Links page.
3. Click the appropriate tab at the bottom of the page to display a sub-page of links:
The Composed of sub-page lists all the children of a document.
The Documents sub-page lists the link between a Drawing and a Part or Product. It also lists the general links for the Part,
Drawing or Product classes. The remaining sub-pages list the links according to classes.
The Where Used sub-page lists all the parents of a document. These links are extremely useful in locating all the documents to
which a specific document is linked as a child. For example, if you have modified a Part, you can quickly access all the Products
which contain this Part as a subassembly, and modify them accordingly.
You can also view the parents of a document by selecting the Team PDM menu, then choosing the Where Used
option, as shown below.
To access linked documents:

CATIA Team PDM enables you to browse through and launch into CATIA any of the documents listed on the Links page.
1. In the Links page, right click to display a drop-down menu.
2. Point to Open Views and then click Separate View. A window is displayed which lists all the links of the selected Part on the left and
displays pages on the right.
Using Mapped Properties

Using Mapped Product Properties
Designing a Title Block
Using Mapped Product Properties

Some properties will already have been mapped in CATIA and Team PDM by the administrator. This is described in
Defining Property Mapping.
Create a new pad in a CATIA session (see Pad in the CATIA - Part Design User's Guide) and connect to CATIA
Team PDM (using the Team PDM Connect menu item).
If the Batch Mode Save item in the Team PDM menu is checked, uncheck it.
Saving Properties in Team PDM

This task shows how to define Materials and Part Number properties on a CATPart document and to transfer this
information from CATIA to Team PDM.
1. Select the Part, either in the geometry area or the specification tree.
2. Click on the Apply Materials icon

.
The Library dialog box appears with the Construction tab selected.
3. Click on the Plaster item

and click OK.
Plaster is added to both the specification tree and the geometry area
:
4. Select the Edit Properties command or right-click on the Part and select the Properties item.
The Properties dialog box is displayed.
5. Select the Product tab.
6. In the Part Number field, enter the following text PN-0000053-A1:
7. Click OK.
8. Select the Team PDM Save menu item.
The Project Manager dialog box appears:
9. Select a project and click OK.

The document is now declared and its properties are saved in the database:
In the Team PDM profile card corresponding to the document, you can see that the fields Material and Part Number
have been completed:
Should you subsequently modify any CATIA properties you can update the database using the Team PDM
Save in Database menu item.
Properties
You must already have performed the task Saving Properties in Team PDM described above.
Open the CATIA Team PDM: Documents dialog box displaying the profile card of the CATPart document.
Updating a CATIA Property Following a Change in Team PDM

1. In the CATIA Team PDM: Documents dialog box right-click, in the tree, on the document.
2. Select the Update item.
The Profile Card is now ready to be changed.
3. Change the material. To do this, enter PVC in the Material field as shown:
The property has been modified in the Team PDM database.
4. Back in CATIA, select the Team PDM

Properties
Load from Database command.
In the CATIA session, you can now see the new Material attached to the document:
Note that when you edit a CATIA Document from Team PDM (using the Edit item in the contextual menu), its properties are
automatically updated to reflect the latest changes in the database.
Reminder
To update a property value
Command to be used
from CATIA to Team PDM

from Team PDM to CATIA
Team PDM
or
Team PDM
Save
Properties
Save in Database
Team PDM
Properties
Load from Database
If you want you can now go on to Designing a Title Block.
Designing a Title Block

The tasks described below show how to design a title block using properties defined in the database.
The properties used for these tasks have already been mapped by the administrator between CATIA and Team PDM (see
Defining Property Mapping).
Creating the Title Block on a New Drawing

1. Create a new CATDrawing document.
2. In the New Drawing dialog box that appears, make sure the default values (ISO in the Standard field and A0ISO in the
Format field) are specified and click OK.
3. Design your title block as shown below:
For more information about the title block, see the CATIA - Generative Drafting User's Guide.
Defining the CATIA Formula Property for Each Attribute from the
Database
1. In the CATIA session, click on the Formula icon
.
The Formulas: Drawing dialog box appears.
2. Select String in the New Parameter of type list.
3. Select the New parameter of type button.
4. In the field on the left specifying the name of the current parameter, change the name to Type.
Remember that the mapping property name has already been defined in Defining Property Mapping.
5. In the field on the right specifying the value of the current parameter, enter <Type>.
Remember that this reflects the value of the attribute in the database.
6. Click on the Apply button.

7. Repeat steps 2 through 6 for all mapped properties.
Here is a list of the properties defined in the title block and that are still to be mapped:
Property Name in CATIA
Property Value
Property Type
Type
<Type>
String
Designer
<Designer>
String
Date
<Date>
String
Drawing_Title
<Drawing Title>
String
8. Locate the Scale property i.e. Sheet1\ViewMakeUp.1\Scale and rename it to Scale as shown below:
9. Click OK.
Creating the Text Attributes in the Title Block

Here is what you will obtain at the end of this task:
For more information see Creating Attribute Links to Text in the CATIA - Interactive Drafting User's Guide.
1. Select the Insert Annotations Texts Text command.

2. Click inside the drawing to indicate where you want to display the drawing type. (If necessary, refer to the title block
design.)
A text editor window appears.
3. Enter Type in this window:
4. Right-click on the appropriate location in the title block and select Attribute Links in the contextual menu.
5. In the specification tree of the drawing, click on the Drawing.
The Attribute Link dialog box appears.
6. Select Type in the attribute list:
7. Click OK.
The value of the property i.e. <Type> is now displayed in the Text Editor dialog box:
8. Click OK.
9. Repeat steps 1 through 5 for all texts.
Saving the Document in Team PDM

1. Select the Team PDM
Save command.
This declares the document and saves its properties in the database:
In the Team PDM profile card corresponding to the document, you can see that the fields have now been completed:
Updating a CATIA Property the Document in Team PDM

1. Open the CATIA Team PDM: Documents dialog box.
2. Right-click on the document and select the Update item.
The profile card is now ready to be changed.
3. Modify the values of Drawing Title and Type.
4. Click OK.
The property has been modified in the Team PDM database.
5. Back in CATIA, select the Team PDM Properties Load from Database command.
6. Still in CATIA, you can now see the new values attached to the Drawing title block.
Administration
Adding a Class Attribute to an Existing Class
Defining Property Mapping
Creating an Additional ORACLE Database
Declaring Microsoft Office Documents and their Links with CATIA in the Database
Using Your Database without Secured Vaults
Using a SmarTeam Database
Upgrading an Existing Database from V5R2/V5R3 to V5R4
Upgrading an Existing Database from V5R4 to V5R5
Adding a Class Attribute to an Existing Class

This task shows you how to add a new class attribute to an existing class.
As an example, we will add an attribute called 'Drawing Title' to the CATIA Drawing class. Then we will update the profile card
of the class to display this new attribute.
Adding the 'Drawing Title' Attribute to the CATIA Drawing class

This step is done using the Smart Wizard utility:
1. Run the Smart Wizard utility.
The SmarTeam Data Model Wizard window is now displayed:
2. In the File menu, select the Modify Database Structure item. The
Select Alias window is now displayed. In the List of Aliases, select
the database you want to modify.
3. If the database you have just selected is not the active one, you are
prompted to enter the database password (this database password was set
when declaring the database with the bdeadmin.exe tool).
The Wizard User Login window is now displayed inviting you to enter your
login/password to access the database.
Take care to enter a login with administrative privileges so that you will be allowed
to modify the database structure.
4. Back to the SmarTeam Data Model Wizard window, use the Next button twice to access the Define class attributes and
indexes page.
5. Locate and select the Fields keyword under the CATIA Drawing class. In the Enter your own field, enter
DRAWING_TITLE then select the Add button.
6. Select the DRAWING_TITLE field under the Fields keyword. You can set the properties of this field as shown:
7. Select the Create button to save the modifications in the database.

8. Select the File
Exit menu item once the database is updated.
Updating the Profile Card to Display the Created Class Attribute

This step must be done using the Form Designer tool.
1. Run the Form Designer utility.
2. If required, enter your login and password with administrative privileges. (Note that the Form Designer tool runs
automatically on the default database). If you want to modify a database other than the default one, you have first to set it
as the default database (using the File Switch to Database menu item in the CATIA Team PDM or SmarTeam
application).
3. Locate then open the CATIA Drawing item in the list by double-clicking on it.
4. Select the Attribute Profile Card item then the OK button.
5. The CATIA Drawing profile card is now displayed. Add the new field under the existing ones.
The profile card should now look like:
6. Select the File

7. Select File
Save menu item to save the modified profile card.
Exit.
Defining Property Mapping

The purpose of this task is to define property mapping between CATIA and Team PDM, based on the CATIA
and the Team PDM attribute. It will show you how to map a set of CATIA properties on a
Formula property
CATDrawing document and the corresponding Team PDM attributes on a Team PDM CATIA Drawing class.
This particular task can be performed only by the user with administrative privileges. However, there are other
tasks dealing with property mapping for which such privileges are not required (see Using Mapped Product
Properties and Designing a Title Block).
For each mapped property, the mapping direction has to be defined:

Database
CATIA i.e. CATIA property values come from the database
CATIA
Database i.e. CATIA property values are written to the database.
in CATIA
Attribute
Attribute Type Update
Name
in Team PDM Direction
in Team PDM
Type
Drawing Type character
Database
CATIA
Designer
User Object
ID
character
Database
CATIA
Date
Creation Date character
Database
CATIA
Drawing_Title
Title
character
Database
CATIA
Scale
Scale
character
CATIA
Database
Property Name
It is assumed that the Team PDM properties are already defined. If they are not, see Adding a Class Attribute to
an Existing Class.
1. Launch the Integration Tool Setup utility.
The Integration Tool Setup dialog box appears:
A mapping group type i.e. a set of mapping groups, applicable to a specific Team PDM class must now
be defined that corresponds to the CATIA Drawing class.
2. In the tree displayed, right-click on Mapping group types and select the Add Mapping group type item.
The Add CATIA mapping group type dialog box appears.
3. In the Name: field, enter the group type name CATIA Drawing as shown:
The name of the mapping group type must be identical to that of the Team PDM Class it applies to.
4. Click OK.
5. In the tree, right-click on the CATIA Drawing item and select the Open groups tree item.
The CATIA Drawing Mapping Groups tree dialog box appears.
6. In the tree, right-click on the CATIA Drawing groups item and select the Add mapping group item.
The Add CATIA Drawing group dialog box appears.
7. In the Name: field, enter a meaningful name, for example Title Block Information:
The name used should help you organize the different mapped properties you have to manage.
8. Click OK.
9. To define the CATIA Formula property
as Type go to the tree and right-click on Title Block Information
then select the Add mapping property item.
The Add Title Block Information property dialog box appears.
10. Enter Type in the Name: field.
The name of the mapping property must be identical to the corresponding CATIA Formula property
11. Check the box Enable updating of property. This allows the CATIA Formula property
following a change to a Team PDM attribute.
to be updated
12. Click OK.

13. To define as Drawing Type the Team PDM attribute to be linked to the CATIA Formula property
the tree and right-click on Type then select the Add mapping attribute item.
The Add Type mapping dialog box appears.
14. Select the class name CATIA Drawing.
15. Select the attribute name Drawing Type.
Note that the list of the possible attributes is specific to the selected class name.
16. Click OK.

The CATIA Drawing Mapping Groups tree dialog box appears:
, go to
The following table is a summary of the steps that have just been performed.
Mapping
Property Name
Enable
Property Update
Mapping
Attribute Name
Type
yes
Drawing Type
Enable
SmarTeam Update
17. Repeat steps 8 through 16 for all other mapped properties.

Here is a list of all the other properties to be mapped:
Property Name
Enable Property Update
Attribute Name
in Team PDM
Designer
yes
User Object ID
Date
yes
Creation Date
Drawing_Title
yes
Title
in CATIA
Scale
Scale
Enable
SmarTeam Update
yes
Once this has been done the CATIA Drawing Mapping Groups tree dialog box should look like this:
As you can see, mapping of the CATIA properties and the Team PDM attributes has now been completed.

A template project is intended to store template documents. These documents can be stored in a hierarchical organization
consisting of folders created in the project.
These documents will then be used as reference or startup models. To do this, see Creating a Drawing Document from a
Template.
Creating a New Project to Be Used as a Template Project
Adding Folders to the Project
Adding Documents to the Folders
Setting the Project as the Current Template Project
Creating a New Project to Be Used as a Template Project

1. Run a CATIA Team PDM session.
The CATIA Team PDM User Login dialog box is now displayed:
2. Logon with administrative privileges.

3. Check that the active database is the one you want to modify.
4. If the Projects: window shown below is not open, select the Browser
display it:
Projects menu item or click on the icon
to
5. Select Projects Tree, right-click on the Projects Tree and select Add Project.
On the right-hand side of the dialog box, the Profile Card of a new Project appears.
6. Enter Templates - CATIA in the Description: field as shown below:
7. Click OK.
The Templates - CATIA project is now created under the Projects Tree.
Adding Folders to the Project

1. Select the Templates - CATIA project then right-click on it or select the Browser
Documents menu item or click on the
Documents icon
.
The Documents - Templates - CATIA: dialog box appears as shown below:
You will now create, under the Documents Tree item, a folder tree that looks something like this:
2. Select the item Documents Tree.

3. Right-click on Documents Tree and select Add Folder.
On the right-hand side of the dialog box, the profile card of a folder appears.
4. Enter Drawings ISO in the Description: field as shown below:
5. Click OK.
6. Select the Drawings ISO item.
7. Right-click on the Drawings ISO item and select Add Folder.
On the right-hand side of the dialog box, the profile card of a folder appears:
8. Enter Portrait in the Description: field.
9. Click OK.
The following dialog box appears:
10. Click Yes.

11. Repeat steps 8 through 12 to create the Landscape folder.
12. Exit CATIA Team PDM.
Adding Documents to the Folders

In this step, it is assumed that you have already created the documents you want to use as templates.
You are now going to add these documents to the project created in the first step. You are advised to store your documents in
the appropriate folders.

2. Connect to CATIA Team PDM (using the TeamPDM Connect menu item).
The CATIA Team PDM User Login dialog box is now displayed:
3. Save in the Templates - CATIA project the first document you want to use as a template (see Saving a Part for The First
Time).
4. Register this document (see Registering a Part).
5. Repeat steps 3 and 4 for all your template documents.
Setting the Project as the Current Template Project

1. Select the Team PDM Tools Current Template Project menu item.
The Current Template Project dialog box appears:
2. Select the Templates - CATIA project.

3. Click OK.
You have finished defining the current template project.
You are now ready to use the Team PDM
New From command (see Creating a Drawing Document from a Template).
Creating an Additional ORACLE

Database
This task shows you how to create an additional ORACLE database.
It is made up of the following stages:
on the ORACLE database server:
Creating a New ORACLE Database
Creating a Logical User for the New ORACLE Database
Defining User Rights for the Logical User
Creating a New ORACLE Database Alias
Creating a New CATIA Team PDM Alias
Initializing Your Database with the Wizzard
on the ORACLE database client:
Creating a New ORACLE Database Alias
On Your Oracle
Database Server

1. Select the Start Programs ORACLE Enterprise Manager
Storage Manager command.
2. Enter the user name (by default: system) and the password (by
default: manager).
3. Select the submenu TableSpace
tablespace.
Create to create a new
4. Select the General tab and, in the name field, enter the name of
your new tablespace, SMARTEAM2 for instance.
5. Select the pushbutton Add.
6. In the Create Datafile - Default DataBase dialog box, enter, in the
name field, the name of the new directory for your datafile,
<DRIVE:>\orant\database\smart2, for instance.
7. In the Size file field, key in 50 M (the recommended size).

8. In the AutoExtend tab, check the Enable Auto Extend box.
9. In the Increment field, key in 20 M (the recommended size).
10. In the Maximum Extend section, click the Unlimited radio button.
11. Click OK.
12. Select Create.
Your new ORACLE database is created.
Creating a Logical User for the New

ORACLE Database
Security Manager command.
2. Enter the user name (by default: system) and the password (by
default: manager).
3. Select the submenu User
Create to create a new tablespace.
4. Select the General tab and, in the name field, enter the name of
your new user, SMARTEAM2 for instance.
5. For Profile, click on the dropdown arrow and select Default.
6. For Password and Confirm Password, enter SMARTEAM2 for
instance.
7. In the Tablespaces sections, in the Default field, click on the
dropdown arrow and select SMARTEAM2.
8. In the Temporary field, click on the dropdown arrow and select
TEMPORARY_DATA.
9. Click Create.
The logical user for your ORACLE database is created.
Defining User Rights for the Logical

User
1. In the ORACLE Security Manager dialog box, select the submenu
User Add Privileges to Users.
2. In the lower window panel, select the user SMARTEAM2 .
3. Select CONNECT and RESOURCE in the lower window panel.
4. Click OK.
5. Select the File Exit command.
The logical user for your database has the correct rights.

Alias
1. Select the Start Programs
Configuration command.
For Windows NT/SQL Net Easy
2. Select Add DataBase Alias.

3. Enter your database alias, NewSmarTeam2 for instance.
4. Choose your protocol (TCP/IP in our case).
5. In the TCP/IP Host Name field, enter the name of your server.
6. Select YES.
7. Select Exit SQL Net Easy Configuration.
Your ORACLE Database alias is created.

1. Run the following program:
<DRIVE:>\Program Files\CATIA Team PDM
4.0\BDE\bdeadmin.exe.
2. Create a new ORACLE alias, SmCATIAForTestNew for instance.
3. In the Username field, enter SMARTEAM2.
4. In the Server field, select NewSmarTeam2.world.
Your new CATIA Team alias is created.
5. Check it is correct by selecting the + in the tree
6. Key in SMARTEAM2 as the password.
It is correct if the alias icon name in the data base tree has a green
border.
Initializing Your Database with the

Wizzard
To find out how to do this, see the chapter Creation of your Database
Alias and your Database on the server in the document How to do a
Client-Server Installation CATIA V5 (Release 2 et 3), CATIA Team PDM
(Version 3,1) Release 2.2.
On Your Oracle
Database Client

Alias
Storage Manager command.
2. Select Add DataBase Alias.
3. Enter your database alias, NewOracleDataBase for instance.
You can see that the database alias is not the same as for the
server.
4. Choose your protocol (TCP/IP in our case).
5. In the TCP/IP Host Name field, enter the name of your server.
6. Select YES.
7. Select Exit SQL Net Easy Configuration.
Your ORACLE DataBase alias is created for your client.

1. Run the following program:
<DRIVE:>\Program Files\CATIA Team PDM
4.0\BDE\bdeadmin.exe.
2. Create a new ORACLE alias, SmCATIAForTestNew for instance.
3. In the Username field, enter SMARTEAM2.
4. In the Server field, select NewOracleDataBase.world.
Your new CATIA Team alias is created for your client.
5. Check it is correct by selecting the + in the tree.
6. Key in SMARTEAM2 as the password.
It is correct if the alias icon name in the database tree has a green
border.
Declaring Microsoft Office Documents and their Links with

CATIA Documents in the Database
CATIA documents can point to Microsoft Office documents. The purpose of this task is to declare the Microsoft Office
documents and their links with CATIA documents to enable their management through Team PDM.
Examples of link management shown below are as follows:
CATIA Part
Design Table (Excel file type)
CATIA Drawing
Revision Block (OLE links with an Excel file type)
CATIA Drawing
Design Specification (OLE links with a Word file type)
CATIA Drawing
Marketing Presentation (OLE links with a PowerPoint file type).
Once you have completed this task you should be able for instance to save in the database a CATPart with its associated
Design Table (Excel file). See Saving a CATPart Document in the Database with Its Associated Design Table.
Defining New Team PDM Classes for Microsoft Office Documents
Defining New Team PDM File Types for Microsoft Office Documents
Creating the Default Links between New Team PDM Classes and New Team PDM File Types
Creating the Links between CATIA File Types and New Team PDM File Types
Defining Logical Links between CATIA Classes
Defining New Team PDM Classes for Microsoft Office Documents

1. Launch the Smart Wizard utility.
The Smart Wizard dialog box appears.
2. In the File menu, select the Modify Database Structure item.
The Select Alias dialog box appears.
3. In the displayed list, select the database you want to modify:
4. If the database you have just selected is not the active one, you are prompted to enter the database password (this
database password was set when declaring the database with the bdeadmin.exe tool).
A SmarTeam dialog box appears:
5. After making a backup of your database, click YES.

The Wizard User Login window is now displayed prompting you to enter your login/password to access the database.
6. Enter a login with administrative privileges so that you will be allowed to modify the database structure.
The SmarTeam Data Model Wizard opens the Global database settings panel.
7. Use the Next button to access the Define classes page.
8. In the displayed tree, select Document.
9. Click on the tab Sample Entities.
10. In the Enter your own: field, enter the class name Microsoft Excel as shown below:
11. Select the Add button to add the new class.

A SmarTeam dialog box appears:
12.
13.
14.
15.
If your database contains documents that belong to the Document class and that you would like to keep, see
"Modify Database Structure" on page 2-74 of the SmarTeam Administrator Guide (Chapter 2, "The SmartWizard Utility")
before going on to the next step. Changes to the basic structure of this database will result in data loss.
Click Yes.
As shown above in steps 9 through 12, select the Microsoft Excel class.
Under Microsoft Excel, enter two subclasses: Design Table and Revision Block.
Select the + sign to display the options associated with Microsoft Excel, as shown below:
16. Repeat steps 9 through 13 for the two classes and their subclasses: Microsoft Word (subclasses: Design Specifications
and References) and Microsoft PowerPoint (subclasses: Internal Presentation and Marketing Presentation)
17. As you can see, the new classes and subclasses have now been created.
18. Define a profile card for each class and subclass (see Designing the Profile Card for the Created Classes).
The Changes in class tables dialog box appears:
20. Click OK.

21. The Db Designation dialog box appears:
22. Click OK.

The SmarTeam dialog box appears:
23. Click OK.

24. Select the File
Exit command.
Defining New Team PDM File Types for Microsoft Office Documents
This task is done using the SmarTeam Tools Application Setup menu item.
1. Run CATIA Team PDM.
2. The CATIA Team PDM User Login dialog box is now displayed. Enter your login/password with administrative privileges.
3. Verify that the active database is the one you want to modify.
4. Select the menu item.
The Application Tools dialog box appears with the list of all defined file types.
5. Check that the File Type list contains the following file types:
Microsoft Word
Microsoft Excel
Microsoft PowerPoint.
If it does not, see the SmarTeam Administrator Guide (Chapter 4, Application Setup/Defining Applications to add the
missing file types.
6. Select the Close button in the Application Tools dialog box.
7. Exit SmarTeam by selecting the File
Exit menu item.
Creating the Default Links between New Team PDM Classes and New
Team PDM File Types
1. Run the Integration Tools Setup utility.
The Available Databases dialog box appears:
2. Select the database you want to modify.

3. Click OK.
The CATIA Team PDM User Login dialog box is now displayed.
4. Enter your login/password with administrative privileges and click OK.

The Integration Tool Setup dialog box appears.
5. In the displayed tree, double-click on CATIA or select the + sign to display the options.
6. Select the Supported component types menu.
7. Right-click on Supported component types and select the Add component type item.
The Add Supported Component Type dialog box appears.
8. Select the Microsoft Excel file type:
9.
10.
11.
12.
The field Component type key: corresponds to the specific key for integration.
Click OK.
In the tree, right-click on Microsoft Excel and select the Add Class item. The Add Managed Class dialog box appears.
Select the Design Table class from the list provided.
Check the Default box.
13. Click OK.

14. Repeat steps 7 through 13 for the two file types Microsoft Word and Microsoft PowerPoint, with the default classes
Design Specifications and Marketing Presentations.
As you can see, the new supported component types have been created.
15. Click Close.
Creating the Links between CATIA File Types and New Team PDM
File Types
2. Connect to CATIA Team PDM (using the Team PDM Connect menu item).
3. The CATIA Team PDM User Login dialog box is now displayed. Enter your Login/password with administrative privileges.
4. Select the Team PDM

Tools
File Type Management command.
The File Type Mapping dialog box appears:
5. Select the CATIA V5 File Type: xls.
6. Select the associated CATIA Team PDM File Type: Microsoft Excel.
7. Select the Accept button.

8. Repeat steps 4 through 6 for the two CATIA V5 file types doc and ppt with the Team PDM file types Microsoft Word and
Microsoft PowerPoint.
As you can see, the new file types have now been integrated.
9. Exit CATIA by selecting File
Exit menu item.
Defining Logical Links between CATIA Classes and New Microsoft

Office Classes
The following must be performed on each SmarTeam / CATIA Team PDM client seat.
The links we are going to add are the following:
CATIA Part
Design Table (Excel file type)
CATIA Drawing
Revision Block (OLE links with an Excel file type)
CATIA Drawing
Design Specification (OLE links with a Word file type)
CATIA Drawing
Marketing Presentation (OLE links with a PowerPoint file type).
If you would like to manage logical links between CATIA documents and other documents manually (or through Team PDM
scripts), for these documents you must declare Team PDM Classes different from those used above. If not, at the next save in
the database, these logical links will be erased and only the links declared in the smasscls.ini file and recognized by CATIA will
be kept. You are therefore advised to declare dedicated subclasses (see Defining New Team PDM Classes for Microsoft
Office Documents) in SmartWizard and not just generic ones.
1. Locate the smasscls.ini file which is located in the HOME directory of CATIA Team PDM installation (the HOME directory
is by default <DRIVE>:\Program Files\CATIA Team PDM)
2. Using a standard text editor such as notepad or wordpad, add the lines shown in bold below:
[CATIA Part]
ass1=CATIA Material
ass2=Design Table
[CATIA Drawing]
ass1=CATIA Part
ass2=CATIA Product
ass3=CATIA Model
ass4=Revision Block
ass5=Design Specifications
ass6=Marketing Presentation
3. Save the file and exit the text editor.
Now the new file types are ready to be used within CATIA and Team PDM (see Saving a CATPart Document in the
Database with Its Associated Design Table).
Using Your Database without

Secured Vaults
This task shows how to set a non-secured vault.
Although vault definition is easy we do not recommend this kind of
installation for a production environment.
Note that you can log on as a simple Windows NT user to use
CATIA Team PDM as a simple NT client on any client computer.
The same sample structure (Checked In, Obsolete, Released) is
used for non-secured vaults as for secured vault description. The
difference as compared to secured vaults is that directories are
shared and mapped between the server and clients.
1. On the vault server, use the Windows Explorer to create a shared
directory for the vault and map a drive to it using the Tools Map
Network Drive... command.
2. Create the following subdirectories in the newly created shared
directory:
Checked In
Obsolete
Released.
3. If you want to use this directory as the vault directory, run a CATIA
Team PDM session and go to the Tools Vault Maintenance
submenu.
4. Enter a login with administrative privileges (for example,
TDMadmin as created in Creating SmarTeam Users and Groups
along with the password.
5. Select the tab Checked In and select Add.
6. Select All for the file type field.
7. For the directory path field, with the file tree selection, choose your
shared directory by referencing it with the drive and the shared
directory. Make sure you select the drive mapped for the vault and
after the Checked In directory.
8. Do the same in the Released and Obsolete tabs.
9. Close the CATIA Team PDM session.

The non-secured vaults are now recorded in your database.
10. On each client computer, map the same drive to the same shared
directory for the vault.
You are now ready to use your vault.
Using a SmarTeam Database

This task shows you how to upgrade an existing SmarTeam or CATIA Team PDM database to V5R4. Typically, this can apply to:
a SmarTeam database provided with a SmarTeam installation and already containing another CAD integration (with
SolidWorks or AutoCAD for example)
a V5R2 or V5R3 CATIA Team PDM database provided with a previous CATIA Team PDM installation.
This task does not show you how to upgrade the underlying SmarTeam database from version 3.0 or 3.1 to version 4.0. If
you have to upgrade the underlying SmarTeam database, see the "SmarTeam Upgrade from Version 3.0/3.1 to Version
4.0" documentation available on the CATIA Team PDM CD-ROM media.
If you prefer to upgrade your template instead of directly modifying your database, you will have to perform the first two
steps using the Smart Wizard utility but the next steps can only be performed on a database. So they will have to be
performed on each database you generate from the template (except the last step that is not related to a specific database).
Adding CATIA Classes and Associated Attributes and Links in the Class Tree
Designing the Profile Card for the Created Classes
Defining Masks for Automatic IDs
Defining CATIA File Types and their Associated Tools
Defining CATIA Integration
Defining Default Property Mapping
Creating CATIA Queries
After completing the previous tasks, the database contains the CATIA integration. Demonstration files can be added to this
database. This task is made up of the following stages:
Creating Projects/Folders
Adding Demonstration Files
Adding CATIA Classes and Associated Attributes and Links to the

Class Tree
The SmarTeam Data Model Wizard window is now displayed:
Select Alias window is now displayed. In the List of Aliases, select the
database you want to modify.
3. If the database you have just selected is not the active one, you are prompted
to enter the database password (this database password was set when
declaring the database with the bdeadmin.exe tool).
4. The Wizard User Login window is now displayed prompting you to enter your
login/password to access the database. (Be sure to enter a login with administrative
privileges so that you will be allowed to modify the database structure.)
5. Back to the SmarTeam Data Model Wizard window, use the Next button to access the Define classes page:
On this page you will have to create the following class tree:
CATIA
CATIA Analysis
CATIA Catalog
CATIA cgr
CATIA Drawing
CATIA Material
CATIA Model
CATIA Part
CATIA Product
6. Locate and select the CAD Files class.
7. On the right-hand side of the window, select the Sample Entities tab:
8. In the Enter your own field, enter CATIA then select the Add button. The CATIA class is created under the CAD Files class:
9. Select the CATIA class in the class tree:
10. In the Enter your own field, enter CATIA Analysis then select the Add button. The CATIA Analysis class is created under the
CATIA class.
11. Repeat step 10 for all CATIA classes that have to be added under the CATIA class.
The window should now look like this:
12. Select the Definition tab and for each class under the CATIA class, make sure that Add as Top Level, Revision Control and
File Control options are checked. If not, check them (if the field is grayed out, this option is defined at a higher level, so go up
the class tree until you can check the mark). By default, these options should be checked:
13. The classes are now created. You can also associate an icon with each created class by selecting the Set Icons button.
14. Select the Next button to access the Define class attributes and indexes page to add attributes to the created classes.
15. Before creating new attributes, check that File Name, Directory, Application Reference File Name and Cad Directory Name
have the Sensitive property set to Case Sensitive. To do that, locate the Documents field and select the File Name field then
modify the Sensitive property value and set it to Case Sensitive. The window should now look like this:
Repeat the operation for Directory, Application Reference File Name and Cad Directory Name fields.
16. As of CATIA V5R3, some properties defined in the CATProduct and CATPart documents can be automatically defined in the
database. These attributes are displayed in the CATIA properties window under the Product tab.
To get this mapping, add the following fields to the CATIA Product and CATIA Part classes:
Name=CN_DEFINITION, type=Char, Size=120, Sensitive=Case Sensitive
Name=CN_NOMENCLATURE, Type=Char, Size=120, Sensitive=Case Sensitive
Name=CN_DESCRIPTIONREF, Type=Char, Size=255, Sensitive=Case Sensitive
Name=CN_SOURCE, Type=Char, Size=20, Sensitive=Case Sensitive
For the CATIA Part class, the material property can also be automatically defined in the database. To get this mapping, add
the following field to the CATIA Part class:
Name=CN_MATERIAL, Type=Char, Size=20, Sensitive=Case Sensitive
To do so:
17. Locate and select the Fields keyword under the CATIA Product class. In the Enter your own field, enter DEFINITION then
select the Add button.
Repeat this step for the NOMENCLATURE, DESCRIPTIONREF and SOURCE fields. Select the DEFINITION field under the
Fields keyword. You can set the properties of this field as follows:
The NOMENCLATURE field will be defined as follows:
The DESCRIPTIONREF field will be defined as follows:
The SOURCE field will be defined as follows:
18. Repeat step 17 for CATIA Part fields.

Its MATERIAL field will be defined as follows:
19. Click on the Next button until you get the Define class composition and hierarchical link attributes window.
20. In the displayed tree, select the Documents Tree item
21. On the right-hand side of the window, select the Composition tab:
22. Select the CATIA Product class in the class tree displayed in the Composition tab to add the following hierarchical links:
CATIA Product
CATIA Product
CATIA Part
CATIA Model
CATIA cgr
23. In the list on the right-hand side, add a check-mark beside the CATIA Product, CATIA Part, CATIA Model and CATIA cgr
classes:
24. Select the CATIA Catalog class in the class tree to add the following hierarchical links:
CATIA Catalog
CATIA Catalog
CATIA Drawing
CATIA Part
CATIA Product
25. In the list on the right-hand side, add a check-mark beside the CATIA Catalog, CATIA Drawing, CATIA Part and CATIA
Product classes:
26. Select the CATIA Part class in the class tree to add the following hierarchical link
CATIA Part
CATIA Part
27. In the list on the right-hand side, add a check-mark beside the CATIA Part class:
29. Select the File
Exit menu item once the database is updated.

If you are modifying a database and not a template, it is better if you use the Form Designer utility from the Start Programs menu
item instead of using it directly from the Smart Wizard because you will have the benefit of the Copy/Paste tools to copy the layout
of an existing Profile Card when you design a new one. At your convenience, you can also use the Form Wizard or Auto Form tool
from the Smart Wizard utility, but these two tools will not be discussed in this documentation.
Do the following:
2. If required, enter your login and password with administrative privileges (note that the Form Designer tool runs automatically
on the default database). If you want to modify a database that is not the default one, you have first to set it as the default
database (using the File Switch to Database menu item in the CATIA Team PDM or SmarTeam application).
3. Select the class for which you want to design the Profile Card.
4. Modify the Profile Card.
5. To complete the design of the Profile Card you are advised to create three tabs called:
General
Details
Revision
6. In the General tab, create the following class fields:
CN_ID: TextEdit
REVISION: TextEdit
STATE: Lookup
CN_DESCRIPTION: TextEdit
CN_PART_NUMBER (only for CATIA Product and CATIA Part classes): TextEdit
CN_DEFINITION (only for CATIA Product and CATIA Part classes): TextEdit
CN_NOMENCLATURE (only for CATIA Product and CATIA Part classes): TextEdit
CN_DESCRIPTIONREF (only for CATIA Product and CATIA Part classes): Memo
CN_SOURCE (only for CATIA Product and CATIA Part classes): TextEdit
CN_MATERIAL (only for the CATIA Part class): TextEdit
7. In the Details tab, create the following class fields:
FILE_TYPE: Lookup
FILE_NAME: File Name
DIRECTORY: Directory Name
USER_OBJECT_ID: RefToClass
CREATION_DATE: DateTimeEdit
USER_ID_MOD: RefToClass
MODIFICATION_DATE: DateTimeEdit
8. In the Revision tab, create the following class fields:
APPROVAL_DATE: DateTimeEdit
EFFECTIVE_FROM: DateTimeEdit
EFFECTIVE_UNTIL: DateTimeEdit
PHASE: Lookup
PAR_REVISION: TextEdit
Following is an example of Profile Card corresponding to a CATIA Product class. The Engineering Information section is related to
CATIA Part and CATIA Product classes only.
Contents of the General tab for the CATIA Product class:
Contents of the General tab for the CATIA Part class:
Contents of the General tab for the other classes:
Contents of the Details tab:
Contents of the Revision tab:

2. If required, enter your login and password with administrative privileges (note that the Form Designer tool runs automatically
on the default database). If you want to modify a database other than the default one, you have first to set it as the default
3. Select the Attribute Profile Card screen associated with the
CATIA Analysis class:

The profile card of
the CATIA Analysis
class is now
displayed.
5. In the displayed profile card, select the ID field (the field beside the ID label) then select
the View Properties menu item (or F4 key) to display the properties of the ID field (the
Column property of this field should be: CN_ID)
6. Select the MaskName field, then select the

icon.
The Sequence Selection Dialog window appears with a list of
all available masks:
7. Select the New button to create a new mask for CATIA Analysis IDs.
The Edit Sequences window appears. Complete all fields as shown to
create the mask:
8. Select the Save then the Close button.

The new mask is created.
9. Back in the Sequence Selection Dialog window, select the newly created mask then the Select button.
10. Back in the Form Designer, select the File
Save menu item.
11. Select File Open then repeat steps 3 through 10 for all other CATIA classes. You can use the following mask pattern
definitions:
Class / Mask name
Mask pattern
CATIA Analysis
CATANL-9999
CATIA Catalog
CATALG-9999
CATIA cgr
CATCGR-9999
CATIA Drawing
CATIA Material
CATDRW-9999
CATMAT-9999
CATIA Model
CATMDL-9999
CATIA Part
CATIA Product
CATPRT-9999
CATPRD-9999
Defining CATIA File Types and their Associated Tools

This step is done using the SmarTeam Tools
Application Setup menu item.
1. Run SmarTeam.
2. The SmarTeam User Login window is now displayed. Enter your login/password with administrative privileges.
4. Select the Tools Application Setup menu item.
The Application Tools window is now displayed with the list of all defined
file types.
5. Select the Modify button to add the CATIA file types. The File Type window is now displayed.
6. Type CATIA Analysis in the Value field then select the Add button.
7. Repeat the previous step for the following CATIA file types:
CATIA Catalog
CATIA cgr
CATIA Drawing
CATIA Material
CATIA Model
CATIA Part
CATIA Product
The File Type window now looks like this:
8. Select the Close button.

9. In the Application Tools window, select the
CATIA Analysis file type then click on the
Tools button to associate a tool with the
View, Edit and Print actions for this file type.
The CATIA Analysis - Application Tools
window is now displayed:
10. Check that the Edit tab is the active one then
select the Add button to define the tool
associated with the Edit operation.
The Add window is now displayed.
Complete all fields as shown.
For the automatic completion of all fields, you
can select the CATIA Analysis file type in the
pull-down list associated with the Application
tool field. If you do so, remove the path to the
CNEXT.exe already entered in the Command
line field and remove the contents of the Default
directory field. (This information is unused and
may cause problems if the CATIA installation is
not done on the same location for all CATIA
clients.)
11. Select the Advanced Setup tab.

12. In the displayed tab, check the Copy CAD
assembly files and Search files in current folder
options.
13.
14.
15.
16.
Select the OK button.

Back in the CATIA Analysis - Application Tools window, select the View tab.
Repeat steps 10 through 13 to associate a tool with the View action.
Back in the CATIA Analysis - Application Tools window, select the Print tab.
17. Repeat steps 10 through 13 to associate a tool

with the Print action.
For that action, you will have to complete the
Command line parameters field with:
%1 -e ImmediatePrint -e FileExit
18. Back in the CATIA Analysis - Application Tools window, select the Embedded Viewer tab then select the Add button.
19. The Add window is now displayed. Complete all

fields as shown:

21. Once you have defined tools for the View, Edit, Print and Embedded Viewer actions, select the Close button in the CATIA
Analysis - Application Tools window.
22. In the Application Tools window, select the next CATIA file type and repeat steps 9 through 21 to define its tools. Repeat
these steps for all CATIA file types except for the CATIA cgr file type that has no tool defined in CATIA. (CATIA cannot
directly edit this kind of file.)
Due to a bug in the present version of SmarTeam / CATIA Team PDM product, you also have to define tools for the CATIA cgr
file type.
23. Select the Close button in the Application Tools window.
24. Exit SmarTeam by selecting the File
Exit menu item.

This step must be done using the Default Values tool.
1. Run the Default Values utility.
2. If required, enter your login and password with administrative privileges (note that the Default Values tool runs automatically
on the default database). If you want to modify a database other than the default one, you have first to set it as the default
3. Open the Classes Browser tree and select the CATIA Analysis class under Classes
Documents
CAD Files
CATIA:
4. Select the default value field of File Type.

5. In the list, select the CATIA Analysis file type:
6. Select File Save.

7. Repeat steps 3 through 6 for all other CATIA classes.

This is done using the Integration Tools Setup utility.
1. Run Integration Tools Setup.
The Available Databases window is displayed:

The SmarTeam User Login window is displayed:
3. Enter your login/password to

access the database. Be sure to
enter a login with administrative
privileges so that you will be
allowed to modify the database
structure.
The Integration Tool Setup
4. Select the All Integrations item then right-click and select the Add
integration menu item.
The Add Integration Information window is displayed:
5. In this window, enter CATIA in the Integration name field as shown. If you want to have an icon associated with it, select
one in the Integration image field.
6. Select OK to accept the creation of the CATIA integration. The All integrations list now displays the CATIA integration:
7. Double-click on the CATIA

integration or select the + sign to
display the options associated
with the CATIA integration:
8. Select the Supported component types item then right-click and select Add component type.
9. In the Add Supported Component Type window, select the CATIA

Analysis file type then select the Apply button.
10. Repeat step 9 for all CATIA file types.
11. Select the Cancel button to close

the Add Supported Component
Type window and end adding
supported component types. The
Integration Tool Setup window
now looks like this:
12. Select CATIA Analysis in the list then right-click and select Add class.
13. In the Add Managed class window, select the CATIA Analysis class, check on the Default option then select the OK button.
14. Repeat the last two steps for all

CATIA file types. The Integration
Tool Setup window now looks like
this:

This step is done using the Integration Tools Setup utility.
1. Run the Integration Tools Setup utility
The Available Databases window is displayed:

The SmarTeam User Login window is displayed:
3. Enter your login/password to

access the database. Be sure to
enter a login with administrative
privileges so that you will be
allowed to modify the database
structure.
The Integration Tool Setup
4. Double-click on the CATIA

integration or select the + sign to
display the options associated
with the CATIA integration:
5. Select the Mapping group types item then right-click and select Add mapping group type.
6. In the Add CATIA mapping group type window, enter CATIA
Product in the Name field then select the Apply button:
7. Repeat the previous step for the CATIA Part class then select the Cancel button to close the window.
8. Back in the Integration Tool Setup window, select the CATIA Product mapping group type then right-click and select Open
groups tree.
9. In the CATIA Product

Mapping Groups Tree
window, select the CATIA
Product item then right-click
and select Add mapping
group.
10. In the Add CATIA Product group window, complete all fields as
shown, then select the OK button:
11. Back in the CATIA Product Mapping Groups Tree window, select Engineering Information item that has just been created in
the previous step, then right-click and select Add mapping property
12. In the Add Engineering Information property window, complete all

fields as shown then select the OK button:
13. Back in the CATIA Product Mapping Groups Tree window, select the CN_PART_NUMBER item that has just been created
in the previous step then right-click and select Add mapping attribute.
14. In the Add CN_PART_NUMBER mapping window, complete the

Class name and Attribute name fields as shown, then select the
OK button:
15. Repeat steps 11 through 14 to define the other mappings for the CATIA Product class:
Property name
Attribute name
CN_DEFINITION
Definition
CN_NOMENCLATURE
Nomenclature
CN_DESCRIPTIONREF
CN_SOURCE
Product's Desc
Source
The CATIA Product

Mapping Groups Tree
window should now
look like this:
16. In the CATIA Product Mapping Groups Tree window, select the Close button
17. Back in the Integration Tool Setup window, select the CATIA Part mapping group type then right-click and select Open
groups tree.
18. Repeat steps 9 through 16 to define the same property mapping for the CATIA Part class plus the following one:
Property name
Attribute name
Material
Material
19. To add this last property mapping, complete the Add Engineering
Information property window as shown:
20. Complete the Add Material mapping window as shown:
The CATIA Part Mapping Groups

Tree window should now look like
this:
21. In the CATIA Part Mapping Groups Tree window, select the Close button.
22. Back in the Integration Tool Setup window, select the Close button.

This step is done using the SmarTeam or CATIA Team PDM application.
1. Run SmarTeam or CATIA Team PDM.
2. Select the Edit Find Object menu item.

The Search Editor window is now displayed with the
list of all defined queries:
3. Select the Add

button then the
Search by
Attribute option.
The Search by
Attribute window
is now
displayed:
4.
5.
6.
7.
8.
Open the class tree to locate then select the CATIA class.
Check the Make search public to all users option.
Select the Save As button. The Save Search window is now displayed allowing you to enter the name of the new query.
In the Search name field, enter the name of the query: "All CATIA"
Select the Save button to save the query.
9. Back in the Search by Attribute window, repeat

steps 4 through 8 for all CATIA subclasses.
The queries can be named "All CATIA Analysis",
"All CATIA Drawing", and so forth.

This step has to be done on each SmarTeam/CATIA Team PDM client.
1. Locate the smasscls.ini file located in the HOME directory of the SmarTeam installation (the HOME directory is "C:\Program
Files\SmarTeam 3.0" by default)
2. If the file exists, edit it using a standard text editor such as like notepad or wordpad. If the file does not exist, create it.
3. Add the following lines:
[CATIA Part]
ass1=CATIA Material
ass2=Microsoft Excel
[CATIA Drawing]
ass1=CATIA Part
ass2=CATIA Product
ass3=CATIA Model
ass4=Microsoft Excel
ass5=Microsoft Word
ass6=Microsoft PowerPoint
[CATIA Analysis]
ass1=CATIA Part
ass2=CATIA Product
Creating Projects/Folders
1. Create the following projects:
Catalogs - CATIA
Mechanical
Electrical
Suppliers Documentation
Hack-Saw - CATIA
2. In the Mechanical project, create the following folders:
Nuts
Bearings
Screws
3. In the Hack-Saw - CATIA project, create the following folders:
Mechanical Data
Generated Drawings
Documentation
Adding Demonstration Files

1. In the Nuts folder of the Catalogs - CATIA/Mechanical project, release the following CATIA documents:
HE-M3.CATPart
HE-M4.CATPart
HE-M5.CATPart
H-M3.CATPart
H-M4.CATPart
H-M5.CATPart
2. In the Screws folder of the Catalogs - CATIA/Mechanical project, release the following CATIA documents:
CBL-Z-M3-8.CATPart
CBL-Z-M3-10.CATPart
CBL-Z-M3-12.CATPart
CBL-Z-M3-16.CATPart
CBL-Z-M4-8.CATPart
CBL-Z-M4-10.CATPart
CBL-Z-M4-12.CATPart
CBL-Z-M4-16.CATPart
CHC-M3-8.CATPart
CHC-M3-10.CATPart
CHC-M3-12.CATPart
CHC-M3-16.CATPart
CHC-M4-8.CATPart
CHC-M4-10.CATPart
CHC-M4-12.CATPart
CHC-M4-16.CATPart
CZX-M3-8.CATPart
CZX-M3-10.CATPart
CZX-M3-12.CATPart
CZX-M3-16.CATPart
CZX-M4-8.CATPart
CZX-M4-10.CATPart
CZX-M4-12.CATPart
CZX-M4-16.CATPart
H-M3-8.CATPart
H-M3-10.CATPart
H-M3-12.CATPart
H-M3-16.CATPart
H-M4-8.CATPart
H-M4-10.CATPart
H-M4-12.CATPart
H-M4-16.CATPart
3. In the Mechanical Data folder of the Hack-Saw - CATIA project, release the following CATIA documents:
Hack_Saw_Start.CATProduct
Cover.CATPart
Engine_envelop.CATPart
Slider.CATPart
Crowbar.CATPart
4. In the Generated Drawings folder of the Hack-Saw - CATIA project, release the following CATIA documents:
Drawing_Fab.CATDrawing
Drawing_Mol.CATDrawing
Drawing_Det.CATDrawing
Note that all these CATIA files are provided with the SmCATIADemo database.
Upgrading an Existing Database from

V5R2/V5R3 to V5R4
This page shows you all enhancements made to the database in each
version of CATIA Team PDM. It must be read in conjunction with Using
a SmarTeam Database that describes more precisely how to upgrade
an existing SmarTeam database to V5R4.
Adding CATIA Classes and Associated Attributes and Links to the
Class Tree
Defining CATIA File Types and Their Associated Tools
Adding CATIA Classes and

Associated Attributes and Links to the
Class Tree
Classes are used to store items in the database. This section will show
you what classes will be used to store CATIA documents.
Classes are defined in a hierarchical tree. All CATIA classes will be
created under the existing CAD Files class:
V5R2 has defined the following class tree:
CAD Files
CATIA
CATIA Part
CATIA Product
CATIA Drawing
CATIA Model
CATIA Analysis
CATIA Material
V5R3 has just added two new classes under the CATIA class:
CATIA
CATIA Catalog
CATIA cgr
V5R4 has not defined other classes.
Certain properties are associated with each class.
V5R3 has defined the following properties for the CATIA Part and
CATIA Product class:
Definition
Nomenclature
Product's Desc (called Description in V5R3)
Source
V5R4 has just added the following property on CATIA Part
class:
Material
Hierarchical links can be defined between classes.
V5R2 has defined the following hierarchical links:
CATIA Product to:
CATIA Product
CATIA Part
CATIA Model
V5R3 has added the following hierarchical links:
CATIA Product to:
CATIA cgr
CATIA Catalog to:
CATIA Product
CATIA Part
V5R4 has added the following hierarchical links:
CATIA Catalog to:

CATIA Drawing (missing in the V5R3 database)
CATIA Catalog (missing in the V5R3 database)
More information can be found in the corresponding task in Using a
SmarTeam Database.
Designing the Profile Card for the

Created Classes
The profile card is the way information is presented to the user. A
profile card has to be designed for each class.
In V5R2, simple profile cards have been designed similar to
those of the existing classes.
In V5R3, the profile cards of CATIA Product and CATIA Part
classes have been updated to display the new associated
properties (Product's properties). These new fields are set as
read-only because they are mapped only from CATIA to Team
PDM.
In V5R4, the profile card of CATIA Product and CATIA Part
classes has been updated to reflect that the mapping of these
new associated properties is now done in both ways (from
CATIA to Team PDM and from Team PDM to CATIA). The new
Material property has also been added to the CATIA Part profile
card.
Description field has been renamed to Product's Desc. It is now
displayed as a Memo field.
SmarTeam Database.

Each document stored in the database has a unique identifier that is
automatically generated when storing the document. This identifier is
stored in the CN_ID ("ID") field of the profile card. The value of this field
is created using a mask.
V5R2 has defined the following masks in the provided database:
Class
Mask Pattern
CATIA Product
CATIA Part
CATIA Drawing
CATIA Model
CATIA Material
CATIA Analysis
CATProduct-9999
CATPart-9999
CATDrawing-9999
CATModel-9999
CATMaterial-9999
CATAnalysis-9999
V5R3 has defined other masks in the provided database:
Class
Mask Pattern
CATIA Product CATPRD-9999

CATIA Part
CATPRT-9999
CATIA Drawing CATDRW-9999
CATIA Model
CATMDL-9999
CATIA Material CATMAT-9999

CATIA Analysis CATANL-9999
CATIA Catalog CATALG-9999
CATIA cgr
CATCGR-9999
V5R4 has not defined other masks.

SmarTeam Database.
Defining CATIA File Types and Their

Associated Tools
Each type of document that can be stored in the database is defined
via a file type.
Tools are associated with each file types allowing actions such as Edit,
View or Print.
In V5R2, the following file types are defined:
CATIA Part
CATIA Product
CATIA Drawing
CATIA Model
CATIA Analysis
CATIA Material
Tools are defined for the Edit and View actions.
There is no imbedded-viewer capability.
In V5R3, the following file types have been added:
CATIA Catalog
CATIA cgr
The viewer capability is activated by defining the image file
extension (on each seat) in the file LocalConfig\SmTeam32.ini
located in the root directory of CATIA Team PDM installation.
In the various tool definitions, the path to CNEXT.exe has been
removed. The Default directory field has been emptied.
In V5R4, the parameters for activating the viewer capability are
now defined in the database. There is no longer any need of its
declaration in the file LocalConfig\SmTeam32.ini .
The Print tool is now defined
SmarTeam Database.
Defining Default Values in CATIA

Class Profile Cards
Some fields in the profile cards can be automatically filled with default
values. This is the case for the File Type field that can be filled with the
default file type associated with the class:
In V5R2, the default value for the File Type field has been
defined for the following classes:
CATIA Part
CATIA Product
CATIA Drawing
CATIA Model
In V5R3, it has been extended to the following classes:

CATIA Analysis (missing in V5R2 database)
CATIA Material (missing in V5R2 database)
CATIA Catalog
CATIA cgr
V5R4 has not added any new file type.
SmarTeam Database.

An integration defines for each file-type all classes that can be used to
store them.
In V5R2, the CATIA integration has been created grouping the
following CATIA file-types:
CATIA Part
CATIA Product
CATIA Drawing
CATIA Model
CATIA Analysis
CATIA Material
For each of them, a default CATIA class has been associated
In V5R3, the following two file-types have been added with their
default associated class:
CATIA Catalog
CATIA cgr
V5R4 did not add any new file-type
SmarTeam Database.
In V5R3 default property mapping did not have to be defined for

the following fields:
On CATIA Product documents:
Part Number
Definition
Nomenclature
Product's Desc
Source
On CATIA Part documents:
Part Number
Definition
Nomenclature
Product's Desc
Source
In V5R4, property mapping must be defined for the following fields:
On CATIA Product document :
Part Number
Definition
Nomenclature
Product's Desc
Source
On CATIA Part document :
Part Number
Definition
Nomenclature
Product's Desc
Source
Material
SmarTeam Database.

Default created queries allow to access all CATIA classes.
A first query called All CATIA allow to retrieve all CATIA documents
stored in the database. Then, for each CATIA class, a specific query
allow to retrieve all CATIA documents stored in the corresponding
class: All CATIA Product, All CATIA Part,
For each CATIA class defined in the database, a query is created to

access the documents of the class:
V5R2 has defined the following queries:
All CATIA
All CATIA Part
All CATIA Product
All CATIA Part
All CATIA Product
All CATIA Drawing
All CATIA Model
All CATIA Analysis
All CATIA Material
V5R3 has added the following queries:
All CATIA Catalog
All CATIA cgr
V5R4 did not add any query
SmarTeam Database.
Defining Logical Links between CATIA

Classes
Team PDM database can manage two kind of links: hierarchical links
and logical links. Logical links have to be defined in a separate .ini file
located in the installation directory of Team PDM. This file defines the
following logical links:
In V5R2 and V5R3:
CATIA Part to:
CATIA Part
CATIA Drawing to:
CATIA Part
CATIA Product
CATIA Model
CATIA Analysis to:
CATIA Part
CATIA Product
In V5R4:
Link between two CATIA Part classes is now defined as a
hierarchical link
Logical links to OLE documents have been added:
CATIA Part to:
CATIA Material (missing in V5R3 database)
Microsoft Excel
CATIA Drawing to:
CATIA Part
CATIA Product
CATIA Model
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
CATIA Analysis to:
CATIA Part
CATIA Product
SmarTeam Database.
Upgrading an Existing Database from V5R4 to V5R5

This task shows you how to upgrade an existing CATIA Team PDM database from V5R4 to V5R5.
If you prefer to upgrade your template instead of directly modifying your database, you will have to perform the first two steps
using the Smart Wizard utility but the next steps can only be performed on a database. So they will have to be performed on
each database you generate from the template (except the last step that is not related to a specific database).

Adding New Classes, New Attributes and New Links
Modifying the Profile Card for the Created and Updated Classes
Defining New CATIA File Types and their Associated Tools
Defining Default Values in Profile Cards for New Classes
Updating CATIA Integration
Associating Scripts with Classes
Defining Logical Links with New Classes
Adding New Classes, New Attributes and New Links

The SmarTeam Data Model Wizard window is displayed:
Select Alias window is displayed. In the List of Aliases, select the
database you want to modify.
3. If the database you have just selected is not the active one, you are prompted
to enter the database password (this database password was set when
declaring the database with the bdeadmin.exe tool).
4. The Wizard User Login window is now displayed prompting you to enter your
login/password to access the database. Be sure to enter a login with administrative
privileges so that you will be allowed to modify the database structure.)
5. Back to the SmarTeam Data Model Wizard window, click on the Next button to access the Define class attributes and
indexes page. On this page you will have to create the following class trees:
under the existing Document class:
Design Table
Office Document
Web Document
under the existing CATIA class:
CATIA Process
CATIA NCGM
under the existing CAD Files class:

ProE
ProE Part
ProE Rendering
IDEAS
Unigraphics
AutoCAD (existing class)
dxf
ASCIS
Parasolid
Parasolid Part
Other
NC File
Stereolithography
byu
If your database contains documents that belong to the Document class and that you would like to keep, see "Modify
Database Structure" on page 2-74 of the SmarTeam Administrator Guide (Chapter 2, "The SmartWizard Utility") before
going on to the next step. Any changes to the basic structure of the database may result in data loss.
6. Locate and select the Document class.
7. On the right-hand side of the window, select the Sample Entities tab:
8. In the Enter your own field, enter Design Table and

select the Add button.
A SmarTeam dialog box appears requesting
confirmation:
9. Click Yes.
The Design Table class is created under the Document class.
10. Repeat the previous step for the other classes that have to be created under the Document class. The window should now
look like this:
11. Locate and select the CATIA class.

12. On the right-hand side of the window, select the Sample Entities tab.
13. In the Enter your own field, enter CATIA Process and select the Add button.
The CATIA Process class is created under the CATIA class. The window should now look like this:
14. Repeat the previous step for the CATIA NCGM class.
15. Likewise, create the other class trees under the CAD Files class.
16. Select the Definition tab for each created class and make sure that the Add a Top Level, Revision Control and File Control
options are checked. If they are not, check them. (If the field is grayed out, the option is defined at a higher level, so go up
the class tree until you can check the mask.) By default, these options should be checked.
17. Click on the Next button to access the Define class attributes and indexes page:
18. Locate and select the Fields keyword under the CATIA Product class.
19. In the Enter your own field, enter FEAT_ID then select the Add button.
20. Select the FEAT_ID field under the Fields keyword. You can set the properties of this field as follows:
21. Repeat steps 18 through 20 for the CATIA Drawing class.
22. Locate and select the Fields keyword under the Projects class.
23. In the Enter your own field, enter Template Project then select the Add button.
24. Select the Template Project field under the Fields keyword. You can set the properties of this field as follows:
25. Click on the Next button until you get the Define class composition and hierarchical link attributes window.
26. In the displayed tree, select the Documents Tree item.
27. On the right-hand side of the window, select the Composition tab:
28. Select the CATIA Drawing class in the class tree displayed in the Composition tab to add the following hierarchical link:
CATIA Drawing
CATIA Drawing
29. In the list on the right-hand side, add a check-mark beside the CATIA Drawing class:
30. Repeat steps 28 and 29 with the CATIA Product class to add the following hierarchical link:
CATIA Product
CATIA NCGM
ProE Part
ProE Rendering
IDEAS
Unigraphics
dxf
SolidEdge Part
SolidWorks Part
ASCIS
Parasolid Part
Stereolithography
byu
31. Select the Create button to save the modifications to the database.
The Changes in class tables dialog box appears displaying a list of all tables that will be changed.
32. Click OK.
The Db Designation dialog box appears:
33. Click OK.

A SmarTeam dialog box appears to confirm successful modification of the database.
34. Click OK.
35. Select the File
Exit menu item.
Modifying the Profile Card for the Created and Updated Classes
2. If required, enter your login and password with administrative privileges (note that the Form Designer tool runs
automatically on the default database). If you want to modify a database that is not the default one, you have first to set it
as the default database (using the File/Switch to Database menu item in the CATIA Team PDM or SmarTeam application).
3. Select the Design Table class and complete the design of the Profile Card.
Contents of the General tab:
Contents of the Details tab:
Contents of the Revision tab:
4. Repeat step 3 for the Office Document class.

5. Select the CATIA Product class:
6. Add the newly created attribute in the General tab of the Profile Card:
7. Repeat steps 5 and 6 for the CATIA Drawing class.

Its General tab now looks like this:

2. If required, enter your login and password with administrative privileges (note that the Form Designer tool runs
automatically on the default database). If you want to modify a database other than the default one, you have first to set it
as the default database (using the File Switch to Database menu item in the CATIA Team PDM application).
3. Select the Attribute Profile Card screen associated with

the CATIA Process class:
4. Select the OK button. The profile card of the CATIA Process class is now displayed.
5. In the displayed profile card, select the ID field (the field beside the ID label) then select
the View Properties menu item (or F4 key) to display the properties of the ID field (the
Column property of this field should be: CN_ID)
6. Select the MaskName field, then select the

icon.
The Sequence Selection Dialog dialog box appears with a list of all available masks:
7. Select the New button to create a mask for CATIA Process IDs.
The Edit Sequences dialog box appears. Complete all fields as shown
to create the mask:
8. Select first the Save then the Close button.

The new mask is created.
9. Back in the Sequence Selection Dialog dialog box, select the newly created mask then the Select button.
10. Back in the Form Designer, check to make sure that the selected mask has been assigned to the MaskName field.
11. Select the File
Save menu item.
12. Select File Open then repeat steps 3 through 10 for all the other new classes. You can use the following mask pattern
definitions:
Class / Mask name
Mask pattern
CATIA NCGM
CATNCGM-9999
ProE Part
PROEPRT-9999
ProE Rendering
PROESLP-9999
IDEAS
IDEAS-9999
Unigraphics
UNIGR-9999
dxf
DXF-9999
ASCIS
ASCIS-9999
Parasolid Part
PARAPRT-9999
NC File
NCFILE-9999
Stereolithography
STL-9999
byu
BYU-9999
13. Select File
Exit.
Defining New CATIA File Types and their Associated Tools
This step is done using the CATIA Team PDM Tools Application Setup menu item.
1. Run CATIA Team PDM.
The CATIA Team PDM User Login dialog box is now displayed.
2. Enter your login/password with administrative privileges.
4. Select the Tools Application Setup menu item.
The Application Tools dialog box is now displayed with the list of all defined file types.
5. Select the Modify button to add the new file types. The File Type window is now displayed.
6. Type CATIA Process in the Value field then select the Add button.
7. Repeat the previous step for the following file types:
CATIA NCGM
IDEAS
ProE Part
ProE Rendering
Unigraphics Part
dxf
ASCIS
Parasolid Part
APTSource
tlp
CATNCCode
Stereolithography
byu
html
The File Type window now looks like this:

9. In the Application Tools window, select the
CATIA Process file type then click on the
Tools button to associate a tool with the
View, Edit, Print and Embedded Viewer
actions for this file type.
The CATIA Process - Application Tools
window is now displayed:
10. Check that the Edit tab is the active one then
select the Add button to define the tool
associated with the Edit operation.
The Add window is now displayed.
Complete all fields as shown:
11. Select the Advanced Setup tab.

12. In the displayed tab, check the Copy CAD
assembly files and Search files in current
folder options.
13.
14.
15.
16.
Select the OK button.

Back in the CATIA Process - Application Tools window, select the View tab.
Repeat steps 10 through 13 to associate a tool with the View action.
Back in the CATIA Process - Application Tools window, select the Print tab.
17. Repeat steps 10 through 13 to associate a

tool with the Print action.
For that action, you will have to enter:
%1 -e ImmediatePrint -e FileExit
in the Command line parameters field.
18. Back in the CATIA Process - Application Tools window, select the Embedded Viewer tab then select the Add button.
19. The Add window is now displayed. Complete
all fields as shown:

21. Once you have defined all the tools, select the Close button in the CATIA Process - Application Tools window.
22. Select the Close button in the Application Tools window.
23. Exit CATIA Team PDM by selecting the File
Exit menu item.
Defining Default Values in Profile Cards for New Classes

This step must be done using the Default Values tool.
1. Run the Default Values utility.
2. When required, enter your login and password with administrative privileges (note that the Default Values tool runs
automatically on the default database). If you want to modify a database other than the default one, you must first set it as
the default database (using the File Switch to Database menu item in the CATIA Team PDM application).
3. Open the Class Browser tree and select the CATIA Process class under Classes
4. Select the Default Value field of File Type.

5. In the list, select the CATIA Process file type:
Documents
CAD Files
CATIA:
6. Select File Save.

7. Repeat steps 3 through 6 for the other classes:
Class
Default File Type
CATIA NCGM
CATIA NCGM
Design Table
Microsoft Excel
Web Document
html
dxf
dxf
ProE Part
ProE Part
ProE Rendering
ProE Rendering
IDEAS
IDEAS
Unigraphics
Unigraphics Part
ASCIS
ASCIS
Parasolid Part
Parasolid Part
Stereolithography
Stereolithography
byu
byu
8. Select File
Exit.
Updating CATIA Integration

This step is done using the Integration Tools Setup utility.
1. Run Integration Tools Setup utility.
The Available Databases dialog box is displayed:

The SmarTeam User Login dialog box is displayed:
3. Enter your login/password to access the database. Be sure to enter a login with administrative privileges so that you will be
allowed to modify the database structure.
The Integration Tool Setup dialog box is now displayed:
4. Double-click on CATIA integration or select the + sign to display the options associated with the CATIA integration:
5. Select the Supported component types item then right-click and select Add component type.
6. In the Add supported component type dialog box, select the CATIA Process file type then select the Apply button.
7. Repeat the previous step for the following file types:
CATIA NCGM
ProE Part
ProE Rendering
IDEAS
Unigraphics Part
dxf
SolidEdge Part
SolidWorks Part
ASCIS
Parasolid Part
Stereolithography
byu
APTSource
CATNCCode
tlp
html
Microsoft Excel
Text
Microsoft Word
8. Click on the Cancel button to
close the Add supported
component type dialog box and
end adding the supported
component types. The
Integration Tool Setup dialog
box now looks like this:
9. Select the newly supported component type CATIA Process then right-click and select Add class.
10. In the Add managed class dialog box, select the CATIA Process class, click on the Default option then select the OK
button.
11. Repeat the last two steps for the following file types:
Supported component
type
Managed class
CATIA NCGM
CATIA NCGM
ProE Part
ProE Part
ProE Rendering
ProE Rendering
IDEAS
IDEAS
Unigraphics Part
Unigraphics
dxf
dxf
SolidEdge Part
SolidEdge Part
SolidWorks Part
SolidWorks Part
ASCIS
ASCIS
Parasolid Part
Parasolid Part
Stereolithography
Stereolithography
byu
byu
APTSource
NC File
CATNCCode
NC File
tlp
NC File
html
Web Document
Microsoft Excel
Design Table
Text
Design Table
Microsoft Word
Office Document
Office Document
12. Select the Mapping group types item then right-click and select Add mapping group type.
13. In the Add CATIA mapping group type dialog box, enter Special
Attributes in the Name field then select the OK button:
14. Back in the Integration Tool Setup dialog box, select the Special Attributes mapping group type then right-click and select
Open groups tree.
15. In the Special Attributes

Mapping Groups Tree
dialog box, select the
Special Attributes item
then right-click and select
Add mapping group.
16. In the Add Special Attributes group dialog box, complete all fields
as shown, then select the OK button:
17. Back in the Special Attributes Mapping Groups Tree dialog box, select the Special Attributes item that has just been
created in the previous step, then right-click and select Add mapping property:
18. In the Add Special Attribute property dialog box, complete

all fields as shown, then select the OK button:
19. Back in the Special Attributes Mapping Groups Tree dialog box, select the Additional Identifier item that has just been
created in the previous step then right-click and select Add mapping attribute:
20. In the Add Additional Identifier mapping dialog box,

complete the Class name and Attribute name fields as
shown then select the OK button:
21. Back in the Special Attributes Mapping Groups Tree dialog box, select the Special Attributes item then right-click and
select Add mapping property.
22. In the Add Special Attribute property dialog box, complete all fields as shown then select the OK button.
23. Back in the Special Attributes Mapping Groups Tree dialog box, select the Dirty Flag item then right-click and select
Add mapping attribute.
24. In the Add Dirty Flag mapping dialog box, complete the
Class name and Attribute name fields as shown then select
the OK button.
25. Repeat the last two steps for all other CATIA classes:
CATIA Catalog
CATIA cgr
CATIA Drawing
CATIA Material
CATIA Model
CATIA Part
CATIA Product
CATIA Process
CATIA NCGM
The Special Attributes Mapping Groups Tree dialog box now looks like this:

27. Back in the Integration Tool Setup dialog box, select the Close button.
Associating Scripts with Classes

This step has to be done using the SmartBasic Script Maintenance utility.
1. Run the SmartBasic Script Maintenance utility.
2. Enter your login and password with administrative privileges. (Note that the SmartBasic Script Maintenance utility runs
automatically on the default database.) If you want to modify a database other than the default one, you must first set it as
the default database (using the File Switch to Database menu item in the CATIA Team PDM application.
3. In the Class Tree, select the CATIA class then, on the right-hand side, double-click on the cell at the intersection of the Edit
row and the After column.
The Script Browser dialog box is now displayed.
4. Select Update_Dirty_Flag.bs then click on the Compile button.

6. Back in the Script Maintenance dialog box, select File
Exit.
Defining Logical Links with New Classes

This step has to be done on each CATIA Team PDM client.
1. Locate the smasscls.ini file located in the HOME directory of the CATIA Team PDM installation (the HOME directory is
"C:\Program Files\CATIA Team PDM" by default).
2. Edit the file using a standard text editor such as notepad or wordpad adding the lines shown in bold:
[CATIA Part]
ass1=CATIA Material
ass2=Design Table
[CATIA Drawing]
ass1=CATIA Part
ass2=CATIA Product
ass3=CATIA Model
ass4=Office Document
[CATIA Process]
ass1=CATIA Product
ass2=CATIA Part
ass3=NC File
ass4=Web Document
Index
A
adding
an assembly
a Part to an assembly
assemblies
adding
adding a Part to
building
checking in , ,
checking out , ,
life cycle options ,
managing revisions ,
modifying ,
registering , ,
releasing ,
saving , , ,
associated objects
managing
revising
viewing
B
batch mode save
browsing
building an assembly
C
checking in/out documents
class attributes
adding to an existing class
classes
managing
components
revision management ,
saving , , ,
connecting to the database
copying files
creating
template projects
a Drawing document from a template
D
database
connecting to the
storing a new Part in the
data structure
deinstalling
dependencies
associated objects
working with dependencies
design environment
designing
title block
documents
browsing
copying a file
creating Drawings from a template
editing
finding
launching
managing drawings
managing revisions
saving
viewing in a Project
drawings
updating
managing
E
Edit option
F
finding documents
I
Insert Component option
installing
standalone station
standard customer configuration
L
life cycle options
Local File Explorer
logging on
M
mapped product properties
using
mapping
properties (administrator)
properties (user)
modifying
released assemblies
O
obsolete vaults ,
ORACLE
checking the server installation
creating an additional database
deinstalling the database
installing clients ,
installing the server
P
parts
adding ,
adding to an assembly
checking in ,
checking out ,
checking out a new release
obsolete ,
registering ,
releasing ,
saving
PDM
projects
organizing
Propagate Operation ,
properties
mapping (administrator)
mapping (user)
R
registering
a Part ,
a Product ,
Relatives Being Modified
releasing assemblies ,
replace revisions
reverse dependencies
revision management
associated objects
checking in a Part ,
checking in a Product ,
checking out a Part ,
checking out/in documents
copying documents
life cycle options
Obsolete ,
S
safekeeping
save
batch mode
Save As window
save options ,
search
by attribute ,
by example ,
creating a
modifying a
running a
search options
searching for a document
secured vaults , , ,
Show Parents
SmarTeam database
using a
standalone station
installing
standard customer configuration
installing
storing a new Part in the database
Switch to Latest Revision
T
title blocks
designing
templates
creating a Drawing document from
template projects
creating
U
updating drawings
upgrading an existing database
from V5R2/V5R3 to V5R4
from V5R4 to V5R5
V
V5R4
upgrading an existing database from V5R2/V5R3 to
V5R5
upgrading an existing database from V5R4 to
vaults
secured , , ,
obsolete ,
viewing documents in a Project
W
Where Used option
working with projects

Catia Team PDM

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Dassault Systmes 1994-2000. All rights reserved.

What Are the Designer's Design Tasks?

What Are the Basic Data Management Tasks?

The Solution: PDM

support of multiple file formats

Data Management Tasks

What Is CATIA Team PDM?

Features and Benefits

CATIA Team PDM Design Environment

The following table describes the CATIA Team PDM icons:

Preferred Road Maps

Where to Find More Information

Graphic conventions are denoted as follows:

indicates a target of a task.

Installing a Standard Customer

What You Need Before Installing

What You Need Before Installing

Users and Groups in Windows NT,

Installing the ORACLE Server

Installing the ORACLE Server

Checking the ORACLE Server

1. Check the Rollback Segment status as follows by selecting the

Installing the Smart Vault Server

Before starting check that you have the following CD:

Installing the ORACLE Client

Installing the Smart Vault Server

4. In the Registration window, as

6. In the Registration Confirmation

8. In the Main Installation Type window,

The Choose Destination Location window now opens automatically, as illustrated.

10. To select a new folder for installation,

In the Select Components window,

16. In the Vault Server Setup window, as

This is the text that appears:

also have some special user rights at the machine

17. Click Next to proceed to the next window, Select Groups.

In the Select Groups window, as illustrated,

19. In the Select Directory window, as

24. In the Local\Global User Groups

26. In the SmarTeam Vault Server Users

34. In the Vault Server Service window,

40. After successful installation, the Setup

Setting Rights for NT Users and User Groups on

Defining User Authorizations to Access Smart

1. Select the Start Programs Administrative Tools (Common) User Manager

Checking the Vault Installation

Creating Your Database Alias and Your

Creating a New Database from a Database

1. Select the Start Programs CATIA Team PDM 4.0

3. Select the File Load Template command.

Creating Secured Vaults Automatically

Vault Server Setup

5. Select the File Switch to DataBase command.

Vault Preference Flag command to activate the flag.

10. Select the Options Create Default Environment command.

Set "Vault Server Services" preference on.

Creating Secured Vaults Manually

Vault node name

Enter a name for the Vault Server.

Vault node path

Vault server protocol

Choose the protocol for client/server