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This example shows how add a table for model views to a JT plus PDF technical data package (TDP) template, and then review the JT data and output PDF of a TDP published using
the template in JT2Go.
1. In the Technical Data Package environment, choose Home tab→Standard group→Automatic Table .
2. In the Settings group, select View from the Contents list.
Tip You can also enter the desired X and Y coordinate values in the scene dialog.
6. Click OK.
After you publish the TDP, you can open the output PDF file in a JT viewer.
For example, in JT2Go, you can view the model views included in the TDP.
You can click each view in the PDF window to display the corresponding model view in the Viewing window that displays the JT data.
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2/28/2019 Siemens Documentation: Add a text form field to a TDP template
1. In the Technical Data Package environment, choose Home tab→Standard group→PDF Form Field .
2. In the Location group, set the dimensions of the text form field:
Length = 100
Height = 68
8. Add additional text form fields with unique labels to the page.
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2/28/2019 Siemens Documentation: Add an image to a TDP template
This example shows how to add an image, such as a logo, on a TDP template page.
4. Select Specify Location, and then click in the graphics window to relocate the image preview by its origin.
Tip You can also move the image preview by dragging the origin.
a. To lock the aspect ratio so that the proportions of the original image are maintained when you edit its width or height, in the Size group, select the Lock Aspect Ratio check
box.
b. In the graphics window, drag any translation handle to set the desired scale.
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2/28/2019 Siemens Documentation: Add automatic tables to a TDP template
This example shows how to create placeholders for BOM and PMI tables in a 3D PDF technical data package (TDP) template.
1. In the Technical Data Package environment, choose Home tab→Standard group→Automatic Table .
For this example, we use a page with Portrait orientation and a title of BOM DATA.
2. In the Settings group, select BOM from the Contents list.
3. Drag the XC and YC translation handles to size the table placeholder on the page.
The size of the actual table will be dependent on how many views you want to publish.
4. In the graphics window, click to specify a different location for the table origin, and then click Apply in the dialog box to place the table.
7. Specify a location for the table placeholder, and then click OK to place it.
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2/28/2019 Siemens Documentation: Add automatic tables to a TDP template
8. Save the template to the location specified in your Template Libraries customer default.
You can now use the template when you publish a TDP.
The PDF you publish using this template will display both the BOM and PMI tables of the assembly.
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2/28/2019 Siemens Documentation: Add custom TDP template libraries
You can manage the location of one or more technical data package template libraries using the Template Libraries - Native NX customer default. Your templates can be placed in one
or more local directories.
4. Restart your NX session, and then choose PMI tab→Publish Technical Data Package to see the appropriate templates appear in the Publish Technical Data Package dialog
box.
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2/28/2019 Siemens Documentation: Add model views to a TDP template
This example shows how to add a viewport and a view carousel as placeholders for 3D model views to a 3D PDF technical data package (TDP) template.
For this example, we use an A2-sized page.
3. To position the viewport, enter the following coordinate values in the scene dialog:
X = 260
Y = 230
Note You can only add view carousels to a 3D PDF TDP template.
In the Associated Viewport group, notice the existing viewport is automatically selected because there is only one available on the page.
7. Move the view carousel to the bottom of the page by clicking in the graphics window, or dragging the origin handle.
8. Change the length of the view carousel by dragging the left or right translation handles until you can see the four view symbols, and then drag the top translation handle to set the
Height to 60.
9. Click OK.
10. (Optional) To lock the locations of the viewport and the view carousel, select both objects, and then right-click either object and choose Lock Object .
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2/28/2019 Siemens Documentation: Add model views to a TDP template
Tip
To edit a locked object, you must first unlock it by right-clicking it and choosing Unlock Object .
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2/28/2019 Siemens Documentation: Add revision and title blocks to a TDP template
This example shows how to add a revision block and a title block to a technical data package (TDP) template page.
You can create a revision or title block from a general table, or by using different-sized rectangles.
To populate the block, you can add static text, which appears as is in the TDP published using the template, or controlled text that the publisher of the TDP can later set by selecting a
text option you define in the template.
1. In the Technical Data Package environment, choose Home tab→Standard group→General Table .
2. Do the following:
a. (Optional) In the Table Size group, change the number of columns and rows.
b. (Optional) Resize the columns and rows.
c. In the graphics window, click in the top right corner of the page to place the table.
d. Click Close.
Note For more information on creating and editing tables, see Tables and Parts Lists in the Drafting help.
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2/28/2019 Siemens Documentation: Add revision and title blocks to a TDP template
8. Click in a table cell to place the controlled text object, and then click Close.
Notice the text in the first line you input appears instead of the text label.
9. Right-click the controlled text object and choose Lock Object to prevent it from being edited.
15. Repeat steps 11 through 14 to add user-defined text, such as a description for the initial release information.
3. Click in the bottom right corner of the template page to specify the location for the rectangle, and then click Apply to place it.
Continue placing rectangles on the bottom right corner of the template page to create borders for the title block.
You will add text to the title block later.
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2/28/2019 Siemens Documentation: Add revision and title blocks to a TDP template
You can also add images to the title block. In this example, we use five rectangles to create a title block and added a logo, as well as a company address as static text.
8. Repeat the steps above to add static text for the NUMBER and REVISION blocks.
9. From the type list, select Controlled and, in the Text Input box, type A.
10. In the Settings group, set the following:
Color = Red (ID=186)
Height = 5
11. Click in the rectangle to place the revision letter.
12. Repeat the steps above to create controlled text for the part number.
13. Create a general table and add text to it to complete the title block.
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2/28/2019 Siemens Documentation: Create a technical data package template
This example shows how to create a new technical data package (TDP) template with multiple pages for use when publishing a TDP.
1.
Choose PMI tab→Technical Data Package Drop-down list→New Template .
2. Do the following:
a. Select a blank template, or an existing TDP template to create a new template from.
b. (Optional) In the Name box, type a new name.
c. (Optional) If you do not want to save the template in the default location specified by the Template Libraries
customer default, in the Folder box, specify a different location.
d. Click OK to create the new TDP template.
NX starts the Technical Data Package environment.
For more information, see Technical Data Package environment.
3.
Choose Home tab→Standard group→Template Properties .
4. Do the following:
a. Select the 3D PDF or JT plus PDF template type
b. In the File Definition group, optionally modify the Presentation Name and Description.
c. Click OK.
5. Add template objects to the existing page, such as a viewport, text form fields, and images.
6.
Choose Home tab→Standard group→Page .
8. Create two automatic tables on the new page using the Automatic Table command.
For this example, we create placeholders for a BOM table and a PMI table, and add titles as static text.
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2/28/2019 Siemens Documentation: Create a technical data package template
9. Choose File tab→Save→Save As and, in the Save As dialog box, type a new name or accept the name that was
defined earlier.
You can now use the new two-page template when you publish a TDP.
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2/28/2019 Siemens Documentation: Designate a model view for publishing
The following steps demonstrate how to prepare and then designate your model view for publishing.
Store Preview =
Creation Time = On View Save
Thumbnail previews of model views are a critical requirement for many disclosure tools. For example, these thumbnail previews are used as snapshot images in Teamcenter
lifecycle visualization.
4. Click OK to save the settings.
6. For model views that you explicitly do not want published, set the Publish for Disclosure property to False.:
7. When you have finished setting the model view proxy properties, click OK.
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2/28/2019 Siemens Documentation: Display the model view disclosure status in the Part Navigator
1. In the Part Navigator, place your cursor in the title bar, right-click and choose Columns→Configure..
2. In the Part Navigator Properties dialog box, select the check box next to Publish for Disclosure and Disclosure Purpose.
4. Click OK.
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2/28/2019 Siemens Documentation: Model view property attributes in Teamcenter
When a part with model views designated for publishing is saved in a managed mode, Model View Proxy objects are created in Teamcenter for each designated model view in the
model. The Model View Proxy object references the designated model view and synchronizes the Disclosure Purpose attribute with the appropriate proxy object property.
If the name of the Disclosure Purpose attribute cannot be mapped to the appropriate property of the Model View Proxy object, the import of the part will fail.
If the name of the Disclosure Purpose attribute can be mapped, but a value has been specified which is not valid for the corresponding property on a Model View Proxy object, the
import of the part will fail.
Once the part and its JT data is successfully loaded into Teamcenter, you can use the Teamcenter lifecycle visualization tool to publish and manage the designated model views.
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2/28/2019 Siemens Documentation: Preferences and customer defaults for disclosure attributes
Options in the PMI Preferences dialog box and the Customer Default dialog box let you control the following:
The default setting for the Publish for Disclosure attribute for model views you add to the part.
The default setting for the Publish for Disclosure attribute for canned model views (customer default only).
The default text string for the Disclosure Purpose attribute, which is automatically applied to any model view with a Publish for Disclosure attribute set to True.
These default settings only apply to new model views and do not affect the attribute settings for existing model views.
Note When you use a Blank template to create a new part, the disclosure attributes for the canned views are set based on the customer defaults.
If you use any other template to create a new part, the canned views are not affected by the default setting because they are not created as new model views. If you want the
disclosure attributes set for canned views in a new part created from a template, you must set the disclosure attributes in the template.
Application PMI
Command Finder PMI Preferences
Location in dialog box General tab→Disclosures group→User Defined Model Views check box and Disclosure Purpose box
PMI→PMI General node→Miscellaneous tab→Disclosures group→User Defined Model Views check box, Canned Model Views check
Location in dialog box box, and Disclosure Purpose box
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2/28/2019 Siemens Documentation: Publish a 3D PDF technical data package
This example shows how to publish a technical data package (TDP) that includes text and model views using a 3D PDF template.
1. With a part or assembly opened in the Modeling application, choose PMI tab→Publish Technical Data Package .
2. In the Templates group, select the 3D PDF method, and then select an available template from the list.
3. In the Model Views group, from the Include list, select Selected Views.
4. In the Part Navigator, expand the Model Views node and select the views to include in the published TDP.
In this example, we select the Back, Front, and Trimetric model views.
5. (Optional) In the Output group, specify a location and a name for the published PDF.
6. If the template you selected requires user input for text fields, click the Text tab, and then change the text values in each field as needed.
In this example, notice there are:
Two labels for static text that can be replaced by any text value.
Two labels for controlled text that can be replaced by a text value predefined in the template.
10. Click each of the model views in the view carousel to see the views in the viewport.
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2/28/2019 Siemens Documentation: Publish a JT plus PDF technical data package
This example shows how to publish a technical data package (TDP) that contains the attachments and disclosed model views required for a manufacturing process review.
1. To set the Publish for Disclosure model view property attribute, do the following:
a. In the Part Navigator, select one or more views, and then right-click a selected view node and choose Properties.
b. Click the Attributes tab and do the following for each model view, as needed:
From the Publish for Disclosure cell, select True.
In the Disclosure Purpose cell, type a description, such as Manufacturing Review.
c. Click OK.
4. In the Model Views group, from the Include list, select All Disclosed Views.
5. (Optional) In the Output group, specify a location and a name for the published PDF.
6. (Optional) To set a password for the published PDF, in the Settings group:
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2/28/2019 Siemens Documentation: Publish a JT plus PDF technical data package
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2/28/2019 Siemens Documentation: Publish Technical Data Package dialog box
Templates
Method Lets you select a method for publishing the technical data package (TDP).
3D PDF—Contains a visual representation of the active displayed part in PRC format, model views, PMI, images, text, tables, and any other objects as
defined in the template you select.
JT plus PDF—Contains a JT file of the active displayed part, model views, PMI, images, text, tables, and any other objects as defined in the selected
template.
Templates list box Displays the TDP templates available for the selected method.
The following commands are available when you right-click in the list box:
Export to Browser—Exports the list of available templates to an HTML file and opens it in your default browser.
Export to Spreadsheet—Exports the list of available templates to a spreadsheet.
Model Views
Include Lets you select the model views to publish with the TDP:
Selected Views—Includes only the selected model views in the published TDP.
All Disclosed Views—Includes all disclosed model views from the active displayed part in the published TDP.
All User Defined Views—Includes all user-defined model views from the active displayed part in the published TDP.
Output
Filename Lets you specify the name and location for the published TDP.
You can also click Browse to specify the name and location in the Save As dialog box.
Settings
If you set a password, you must retype the password in the Confirm Password box.
Text tab
Appears when the selected template contains text and requires user input.
Options
Label column Lists the labels of the text objects defined in the template.
When you right-click a label, you can edit or copy the label, or perform a search.
Value column Lets you specify the value for the text object.
When you right-click a text value, you can edit, cut, copy, paste, or clear the contents.
Note Attribute-driven text that is not modifiable by the user is not shown.
Depending on the text object defined in the template, you can either:
Define the text to display in the PDF by selecting from a list of text options predefined in the template.
Type text to display as is in the PDF.
When you right-click in the background of the Text tab, the following commands are available:
Find
Wrap Text
Export to Spreadsheet
Configure Columns
Attachments tab
Options
Lets you navigate to and select a file to publish with the TDP.
Browse
Available when an attachment is added to the list box.
Remove
Deletes the selected file.
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2/28/2019 Siemens Documentation: Publish Technical Data Package dialog box
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2/28/2019 Siemens Documentation: Publish Technical Data Package
Use the Publish Technical Data Package command to publish a technical data package (TDP) to a PDF directly from an NX source part.
A TDP is a collection of one or more files or documents that contain all the information necessary to define a product and its requirements. You can use TDPs to communicate and
collaborate internally and with suppliers.
When you publish a TDP, you can:
Attach other file types, such as Excel files, which reviewers can then open directly from the output PDF.
Protect the output PDF by prompting for a password upon opening.
Enter text, such as a note or description, if you use a TDP template that contains custom text fields.
Note A JTplusPDF.config file is available in the tdp folder of your NX installation directory. You can edit this default configuration file to set options that control how JT files are
written when publishing a TDP using the JT plus PDF type, and to specify different options and values to customize the JT output.
If you cannot switch between or rotate model views in the output PDF in Adobe Acrobat Reader, choose Edit tab→Preferences, select the 3D & Multimedia category, and then
select the Enable playing of 3D content check box.
Application PMI
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2/28/2019 Siemens Documentation: Publishing model views
After creating and arranging PMI in model views in your model or assembly, you may want to limit which views can be used during design reviews, planning processes, or other official
types of collaboration with customers or suppliers. In other words, you may want to limit which model views are published for use by others.
In NX there are two model view property attributes that let you indicate which model views may be used for collaboration, and for what purpose.
The Publish for Disclosure model view property attribute lets you designate which model view in your part or assembly can be published for use
The Disclosure Purpose model view property attribute lets you identify the purpose for disclosing the model view. For example, the purpose can be for a customer product review,
for an intern design review, or for a manufacturing process review.
You can individually set these attributes for each model view, or you can select one or more model views and collectively set their attributes using a bulk edit method.
Once these attributes are set, they can be referenced by other applications, such as Lifecycle Visualization, to manage which views are presented during a review process. See
Working with model views in the Lifecycle Visualization Help for more information.
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2/28/2019 Siemens Documentation: Technical Data Package environment commands
The Technical Data Package environment contains a set of commands you can use to define technical data package (TDP) templates to be used with the Publish Technical Data
Package command.
Location Description
(2) Technical Data Package Template node in the Part Lists all your template pages.
Navigator Select a template page to display it in the graphics window.
Displays TDP-specific commands for creating and editing pages, page properties, and template objects in a
(3) Ribbon bar
TDP template.
Command Description
Edit Opens the dialog box of the object you right-click so you can edit it.
Command Description
Edit Page Opens the Page dialog box so you can modify the page properties.
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2/28/2019 Siemens Documentation: Technical Data Package Template
Use the New Template command to start the Technical Data Package environment and create templates to use when you publish a technical data package (TDP) for an NX part to a
3D PDF or JT plus PDF.
In the Technical Data Package environment, you can create a TDP template from a blank file or from an existing template. You can add and edit objects in the template using TDP-
specific commands.
(3D PDF only) View carousels that let reviewers browse through the available 3D model views in the output PDF.
Tables, including:
General tables whose cells can contain supported text types.
Automatic tables whose contents are automatically defined as BOM, PMI, or View (JT plus PDF only) based on the work part at the time you publish the TDP.
Resizable raster images with a lock aspect ratio option.
Application PMI
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2/28/2019 Siemens Documentation: Technical Data Package Template
Setting TDP template properties
Application PMI
Prerequisite You must be in the Technical Data Package environment.
Application PMI
Prerequisite You must be in the Technical Data Package environment.
Home tab→Standard group→
Page
Viewport
View Carousel
Rectangle
Text
General Table
Automatic Table
Image
Ribbon bar
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