1. Restricted © Siemens AG 2013 All rights reserved. Page 1Siemens PLM Software Working with Solid Edge SP Self-Paced Training

2. Restricted © Siemens AG 2013 All rights reserved. Page 2Siemens PLM Software Course overview

3. Restricted © Siemens AG 2013 All rights reserved. Page 3Siemens PLM Software Course overview This course teaches Solid Edge SP end users how to manage CAD data.

4. Restricted © Siemens AG 2013 All rights reserved. Page 4Siemens PLM Software Prerequisites You must be familiar with Solid Edge and with Microsoft SharePoint.

5. Restricted © Siemens AG 2013 All rights reserved. Page 5Siemens PLM Software Course objectives Become familiar with the basic elements of the Solid Edge SP interface. Learn how to browse for data and view object relationships. Understand how you can manage changes to your data using ECRs and ECOs. Learn how to track changes using projects and how to mark projects complete.

6. Restricted © Siemens AG 2013 All rights reserved. Page 6Siemens PLM Software Course scenario In this scenario, you take on the following user roles to perform various functions: Designer Pit crew member Engineering manager

7. Restricted © Siemens AG 2013 All rights reserved. Page 7Siemens PLM Software How to use this course This course includes activities in the form of interactive simulations. Use the controls at the bottom of the simulation window to: oooooooooooo Restart the simulation Play or pause the simulation Skip ahead Go back Mute the simulation Turn closed captioning on or off

8. Restricted © Siemens AG 2013 All rights reserved. Page 8Siemens PLM Software Display the Help 1. 2. 3. From any site in Solid Edge SP, click the Help button located under your user name. Click the Home button. Do one of the following: Click the Solid Edge SP User Help link. Click the SharePoint Foundation 2010 link. 4.Browse the Help or search for specific topics.

9. Restricted © Siemens AG 2013 All rights reserved. Page 9Siemens PLM Software Introducing Solid Edge SP

10. Restricted © Siemens AG 2013 All rights reserved. Page 10Siemens PLM Software Introduction to Solid Edge SP Purpose The purpose of this lesson is to introduce you to Solid Edge SP. Objective After you complete this lesson, you should be able to: Understand how you can use Solid Edge SP to meet your business needs. Identify the major components of the Solid Edge SP interface.

11. Restricted © Siemens AG 2013 All rights reserved. Page 11Siemens PLM Software Solid Edge SP overview Solid Edge SP is built on the Microsoft SharePoint platform. Use Solid Edge SP to manage CAD engineering data. Solid Edge SP is pre-configured but it is also configurable so you can customize it to fit your company’s needs. Note Sometimes Solid Edge SP is referred to as Insight XT or IXT.

12. Restricted © Siemens AG 2013 All rights reserved. Page 12Siemens PLM Software Solid Edge SP interface The Solid Edge SP interface is similar to SharePoint because Solid Edge SP is built on top of SharePoint. Ribbon Quick Launch Web Parts

13. Restricted © Siemens AG 2013 All rights reserved. Page 13Siemens PLM Software Solid Edge SP interface In Solid Edge SP you work with two basic types of objects: Containers Documents

14. Restricted © Siemens AG 2013 All rights reserved. Page 14Siemens PLM Software Ribbon The ribbon: Is the area at the top of each page that contains the application commands. Includes the Solid Edge SP Home tab and the data sites: oooooooo In-House Purchased Sandbox Documents

15. Restricted © Siemens AG 2013 All rights reserved. Page 15Siemens PLM Software Solid Edge SP Home tab The Solid Edge SP Home tab: Is context sensitive. Provides access to Solid Edge SP functionality.

16. Restricted © Siemens AG 2013 All rights reserved. Page 16Siemens PLM Software Quick Launch The Quick Launch gives you quick access to Solid Edge SP and SharePoint capabilities.

17. Restricted © Siemens AG 2013 All rights reserved. Page 17Siemens PLM Software Quick Launch The Quick Launch includes the Solid Edge SP Tools sites: Projects Carts Search Change Management Configuration

18. Restricted © Siemens AG 2013 All rights reserved. Page 18Siemens PLM Software Web Parts Web Parts add functionality to site pages in Microsoft SharePoint. The following are Solid Edge SP Web Parts: Content Browser Relation Browser Search Document libraries

19. Restricted © Siemens AG 2013 All rights reserved. Page 19Siemens PLM Software Activity: Explore the Solid Edge SP interface In this simulation, you explore the basic elements of the Solid Edge SP interface.

20. Restricted © Siemens AG 2013 All rights reserved. Page 20Siemens PLM Software Browsing for data in the Content Browser

21. Restricted © Siemens AG 2013 All rights reserved. Page 21Siemens PLM Software Browsing for data Purpose The purpose of this lesson is to show you how to browse for data in Solid Edge SP. Objective After you complete this lesson, you should be able to: Browse through sites, document libraries, folders and so on, using the Content Browser. Know how data is organized into sites, document libraries, folders, parts, and part revisions. Send objects to the Relation Browser for further investigation. Preview a thumbnail of an object and view object properties. Add objects to Favorites.

22. Restricted © Siemens AG 2013 All rights reserved. Page 22Siemens PLM Software Content Browser overview The Content Browser: Enables you to navigate within the physical structure of sites, libraries, folders, parts, and revisions. Displays SharePoint folders first, followed by Solid Edge SP objects. Is available in the data sites and some of the Tools sites.

23. Restricted © Siemens AG 2013 All rights reserved. Page 23Siemens PLM Software Data organization Data is organized in data sites. Within sites, data is organized in document libraries. Inside document libraries are folders, parts, and part revisions. Parts and part revisions are fundamental data objects used to manage CAD information.

24. Restricted © Siemens AG 2013 All rights reserved. Page 24Siemens PLM Software Data organization Every Solid Edge SP part contains at least one part revision. Parts are used to represent a product, part, or component. A part revision can contain only one 3D CAD file but can contain many 2D files, draft files, PDF files, and so on.

25. Restricted © Siemens AG 2013 All rights reserved. Page 25Siemens PLM Software How do I The following is a list of sample procedures related to the concepts in this lesson. Browse content in the Content Browser Display the Quick Access Menu

26. Restricted © Siemens AG 2013 All rights reserved. Page 26Siemens PLM Software Activity: Browse content In this simulation, you: Explore the Content Browser. Browse for an assembly file. Add the assembly to Favorites so it will be readily available for use in a later simulation.

27. Restricted © Siemens AG 2013 All rights reserved. Page 27Siemens PLM Software Viewing object relationships

28. Restricted © Siemens AG 2013 All rights reserved. Page 28Siemens PLM Software Viewing object relationships Purpose The purpose of this lesson is to show you how to explore the relational structure of data and how to analyze property values. Objective After you complete this lesson, you should be able to: Display objects in the Relation Browser. Change the views displayed in the Relation Browser. Move and resize the display. Identify the meaning of the different icons in the display. Use the shortcut menu. Identify checkout information based on the color scheme in the indented view.

29. Restricted © Siemens AG 2013 All rights reserved. Page 29Siemens PLM Software About object relationships The Relation Browser enables you to: Explore the relational structure of data in the map view. Analyze property values in the list viewand the indented view.

30. Restricted © Siemens AG 2013 All rights reserved. Page 30Siemens PLM Software Viewing the object relationship structure as a map to display the structural information of allUse the Map View button relationship types. You can view objects as thumbnails or icons:

31. Restricted © Siemens AG 2013 All rights reserved. Page 31Siemens PLM Software Viewing the object relationship structure as a tree Use the Indented View buttonto display object relationships as a hierarchical tree, with configured property information.

32. Restricted © Siemens AG 2013 All rights reserved. Page 32Siemens PLM Software Viewing the object relationship structure as a list to display object relationships as a list, with configuredUse the List View button property information.

33. Restricted © Siemens AG 2013 All rights reserved. Page 33Siemens PLM Software Modifying the map view display To change the way the map view looks, use the Relation Configuration command. To display all occurrences or pack multiple occurrences of identical objects into one structure node, select the Compact check box. To manipulate the display in the map view in the Relation Browser, click the Expand/Collapse Toolbar button.

34. Restricted © Siemens AG 2013 All rights reserved. Page 34Siemens PLM Software How do I The following is a list of sample procedures related to the concepts in this lesson. Display the object relationship structure as a map Display the object relationship structure as a tree Display the object relationship structure as a list Modify the map view display Compact the view of assemblies Manipulate the map view display

35. Restricted © Siemens AG 2013 All rights reserved. Page 35Siemens PLM Software Activity: View object relationships In this simulation, you: Explore the Relation Browser. Investigate the relationships between the objects that make up an assembly.

36. Restricted © Siemens AG 2013 All rights reserved. Page 36Siemens PLM Software Managing changes

37. Restricted © Siemens AG 2013 All rights reserved. Page 37Siemens PLM Software Managing changes with ECRs Purpose The purpose of this lesson is to show you how to work with engineering change requests (ECRs). Objective After you complete this lesson, you should be able to: Create ECRs. Embed documents into ECRs. Refresh Solid Edge SP to display any changes to the data. Search for data. Link part revisions to ECRs. Mark up parts in Solid Edge SP Viewer to provide detailed instructions to designers.

38. Restricted © Siemens AG 2013 All rights reserved. Page 38Siemens PLM Software Overview of engineering change requests (ECR) Use engineering change requests (ECRs) to identify the need for change or to analyze a change requirement. ECRs do not get released, and cannot go through workflow, but their contents do go through workflow. ECRs are considered to be permanent binders. Documents that are specific to an ECR should be embedded in the ECR.

39. Restricted © Siemens AG 2013 All rights reserved. Page 39Siemens PLM Software Creating ECRs You create ECRs in the Change Management site. The ECR numbering scheme is ECR-####. For example, ECR-0001.

40. Restricted © Siemens AG 2013 All rights reserved. Page 40Siemens PLM Software Embedding data You can embed data into various containers. To embed objects, you use the Upload Document command. Embedded files are not updated.

41. Restricted © Siemens AG 2013 All rights reserved. Page 41Siemens PLM Software Searching for data Search includes two categories: Named Searches and My Saved Searches. The search supports wildcards and other standard search criteria. The search page saves the criteria of your most recent search as Last Search. You can create and save searches for later use.

42. Restricted © Siemens AG 2013 All rights reserved. Page 42Siemens PLM Software Search results overview Search results are displayed in the search window. Search results are limited by your user permissions. You can limit search results by content types. You can act on the search results by right-clicking any of the results.

43. Restricted © Siemens AG 2013 All rights reserved. Page 43Siemens PLM Software Managing multiple objects of the same type You can only link objects to the active object. Only one object can be active at a time. By default, the active object is the latest object you created. A green star on top of an object’s icon indicates that the object is active:.

44. Restricted © Siemens AG 2013 All rights reserved. Page 44Siemens PLM Software Linking objects You can link objects, such as parts and ECRs, to ECOs or ECOs to projects. Use the Relation Browser to view the linked data. The object to which you want to link must be the active object. When you link or unlink objects, the system automatically performs an implicit checkout.

45. Restricted © Siemens AG 2013 All rights reserved. Page 45Siemens PLM Software Unlinking objects Use the Unlink commandto unlink objects. The Unlink command is available when you right-click any link in the Relation Browser. When you link or unlink objects, the system automatically performs an implicit checkout.

46. Restricted © Siemens AG 2013 All rights reserved. Page 46Siemens PLM Software Viewing data in Solid Edge SP Viewer Use the Solid Edge SP Viewer to share multiple documents in a collaborative environment. To launch the Solid Edge SP Viewer, use the Open in Viewer command. The As Saved revision rule determines which version of the linked document to open. Solid Edge SP Viewer does not open Solid Edge files.

47. Restricted © Siemens AG 2013 All rights reserved. Page 47Siemens PLM Software How do I The following is a list of sample procedures related to the concepts in this lesson. Create an ECR Create and embed a document Search for data Make an object active Link objects Unlink an object View data in Solid Edge SP Viewer

48. Restricted © Siemens AG 2013 All rights reserved. Page 48Siemens PLM Software Activity: Create an ECR In this simulation, you: Take on the role of a pit crew member. Create an ECR. Note As a pit crew member, you do not have access to the CAD system, but you can use the ECR to communicate to the design team the changes you want to see.

49. Restricted © Siemens AG 2013 All rights reserved. Page 49Siemens PLM Software Managing changes with ECOs

50. Restricted © Siemens AG 2013 All rights reserved. Page 50Siemens PLM Software Managing changes with ECOs Purpose The purpose of this lesson is to show you how to work with engineering change orders (ECOs). Objective After you complete this lesson, you should be able to: Create ECOs. Link ECRs to ECOs. Limit the search results by filtering by content types. Link part revisions to ECOs.

51. Restricted © Siemens AG 2013 All rights reserved. Page 51Siemens PLM Software Overview of engineering change orders (ECO) Use engineering change orders (ECOs) to describe modifications that need to be made because there have been corrections or changes. ECOs can go through workflow for review and approval. ECOs are considered to be permanent binders. ECOs can contain one or more ECRs. You can link ECRs to ECOs and you can also embed documents into ECOs.

52. Restricted © Siemens AG 2013 All rights reserved. Page 52Siemens PLM Software Creating ECOs You create ECOs in the Change Management site. The ECO numbering scheme is ECO-####. For example, ECO-0001.

53. Restricted © Siemens AG 2013 All rights reserved. Page 53Siemens PLM Software How do I The following is a list of sample procedures related to the concepts in this lesson. Create an ECO

54. Restricted © Siemens AG 2013 All rights reserved. Page 54Siemens PLM Software Activity: Create ECOs In this simulation, you: Take on the role of an engineering manager. Create an ECO for the ECR you created in the previous simulation. Create an ECO for the suspension components that also require change.

55. Restricted © Siemens AG 2013 All rights reserved. Page 55Siemens PLM Software Tracking changes using projects

56. Restricted © Siemens AG 2013 All rights reserved. Page 56Siemens PLM Software Tracking changes using projects Purpose The purpose of this lesson is to show you how to track your changes using Solid Edge SP projects. Objective After you complete this lesson, you should be able to: Create projects. Link ECOs to projects.

57. Restricted © Siemens AG 2013 All rights reserved. Page 57Siemens PLM Software Basic concepts about projects A project is a binder that holds all project-related data. You can manage your data by project. Projects are considered to be permanent binders. Projects always reference the latest version of data. You can link data to a project or embed it into the project. You can send projects through a workflow. You can display projects and change their structure in the Structure Editor.

58. Restricted © Siemens AG 2013 All rights reserved. Page 58Siemens PLM Software Creating projects You create projects in the Projects site. The projects numbering scheme is PRJ-####. For example, PRJ-0001.

59. Restricted © Siemens AG 2013 All rights reserved. Page 59Siemens PLM Software How do I The following is a list of sample procedures related to the concepts in this lesson. Create a project

60. Restricted © Siemens AG 2013 All rights reserved. Page 60Siemens PLM Software Activity: Create a project In this simulation, you: Create a project. Attach the two ECOs to the project. Use the project to track all the changes to the related components.

61. Restricted © Siemens AG 2013 All rights reserved. Page 61Siemens PLM Software Completing projects

62. Restricted © Siemens AG 2013 All rights reserved. Page 62Siemens PLM Software Completing projects Purpose The purpose of this lesson is to show you how to complete a project. Objective After you complete this lesson, you should be able to: Launch Solid Edge from Solid Edge SP. Understand the Solid Edge SP-related information that is available in the PathFinder. Create a new part revision in Solid Edge. Mark a project complete.

63. Restricted © Siemens AG 2013 All rights reserved. Page 63Siemens PLM Software Viewing data in an editor To open any object in its associated editor, use the Open in Editor command. The Windows file types associations determine the appropriate editor for any given file. The As Saved revision rule determines which version of the linked document to open.

64. Restricted © Siemens AG 2013 All rights reserved. Page 64Siemens PLM Software About the PathFinder Automatically retrieves information from Solid Edge SP. Displays part numbers, titles, and status. Displays in green the information for parts that are checked out to you. Displays in orange the information for parts that are checked out to someone else.

65. Restricted © Siemens AG 2013 All rights reserved. Page 65Siemens PLM Software Creating a new part revision in Solid Edge Part revisions that have release status are read only. Use the Read-Only Assistant to create a new revision you can modify.

66. Restricted © Siemens AG 2013 All rights reserved. Page 66Siemens PLM Software Editing object properties You edit object properties through the Preview/Properties Card. When you edit an object’s properties, the system automatically performs an implicit checkout.

67. Restricted © Siemens AG 2013 All rights reserved. Page 67Siemens PLM Software How do I The following is a list of sample procedures related to the concepts in this lesson. View data in an editor Create a new part revision Edit object properties

68. Restricted © Siemens AG 2013 All rights reserved. Page 68Siemens PLM Software Activity: Complete the project In this simulation, you: Take on the role of designer again. Perform the tasks the engineering manager assigned to you. Mark the project complete in Solid Edge SP.

69. Restricted © Siemens AG 2013 All rights reserved. Page 69Siemens PLM Software