edu smt en sta ff v5r19 toprint

8/9/2019 Edu Smt en Sta Ff v5r19 Toprint

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ENOVIA SmarTeam Administration for Foundation, Editor and Web Editor

Copyright DASSAULT SYSTEMES 1

C o

p y r i g h t D A S S A U L T S Y S T E M E S

ENOVIA SmarTeamAdministration forFoundation, Editor

and Web Editor

ENOVIA SmarTeam V5 TrainingFoils

Version 5 Release 19January 2009

EDU_SMT_EN_STA_FF_V5R19


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About this courseObjectives of the course

In this course you will learn how to perform the basic and advancedconfiguration functions for SmarTeam foundation, Editor, Web Editor.

Targeted audienceNew SmarTeam – Administrators

Prerequisites- ENOVIA SmarTeam Fundamentals

- ENOVIA SmarTeam Editor

24 Hours


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Table of Contents (1/3)

ENOVIA SmarTeam Data Model 10

The Data Model 11

SmarTeam - Data Model Designer 25

ENOVIA SmarTeam Databases and Related Utilities 71

Setting up Profile Cards 89Setting Database Parameters 112

User Maintenance and Authorizations 126

User Maintenance 127

Project-Based Authorizations 146

Script Maintenance and Menu Editor 167

Script Maintenance Utility 168

Using the Menu Editor Utility 173

Admin Functionality 199

The Application Setup 200

Using Application Setup 202

System Configuration Editor 206

Overview 207

System Configuration Override Levels 208


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System Configuration Levels 209

System Configuration Override Levels - Diagram 210

Current Implementation 211

Roles and Rights 212

System Configuration Editor 213The Administrator Options 216

The Administrator Options – General Options 217

The Administrator Options – Lifecycle Options 218

The Administrator Options – Workflow Options 219

User Account Preferences 220

The Administrator Options – Views Configuration 221ENOVIA SmarTeam Lifecycle Management 222

Setting Up the Lifecycle Options 223

Lifecycle Rules Setup 237

Vault Configuration and Administration 255

Data Exchange and Workflow Design 259

ENOVIA SmarTeam Import / Export 260

Workflow Design 282


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Managing a Flow Process 310

Miscellaneous 319

Integration Tools Setup 320

Design Copy Tool Setup 322

Common File Objects 324NLS – National Language Support 326


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ENOVIA SmarTeam Administration Tools (Overview) (1/4)

The Authentication Manager controls the default authenticationprotocol used throughout the organization and all of its relevantparameters.

The Database Connection Manager – allows the administrator todefine a SmarTeam database connection for a certain platform.

With Default Values the administrator can define for each classthe default values in case new objects are created.

The Export module allows the administrator to define specificexports for SmarTeam metadata.

The Flow Chart Designer enables the administrator to defineflowcharts for given flow processes.

The Form Designer allows the user to define the Form Definitionsof the profiles card in SmarTeam.


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Import LDAP users allows the administrator to define and connectto a LDAP service.

The Import allows the administrator to define imports for metadatacoming from different type of systems.

With Integration Tools Setup the administrator can define thespecific class and attribute mappings for SmarTeam integrations.

The Lifecycle Rule Setup module allows the administrator todefine specific behavior for links related to the SmarTeamintegrations when performing Lifecycle Operations.

The Menu Editor enables the administrator to adjust andcustomize the SmarTeam user menus.

The Sequence Designer allows the administrator to define numbersequences for new objects.


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The Script Maintenance tool allows the administrator tohook scripts and user defined tools.

The Data Model Designer is the tool to define and modify thecompany’s database.

The Data Model Documentation Wizard allows theadministrator to generate a full documentation pack of thecurrent data model.

The System Configuration Editor allows the administrator tosetup default system settings.

The Translation Tool allows the company to define andmanage translations.


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C o p y r i g h t D A S S A U L T S Y S T E M E S


The User Maintenance tool allows the administrator to set

authorizations for groups, roles and users and the tools they canuse.

The Vault Monitor allows the administrator to see in detail what ishappening on the vault server.

The Vault Tester is a diagnostic tool for the administrator to verifythe vault implementation or status.

The Web Form Designer allows the administrator to define thecontent of the web based forms.

The Workflow Manager gives a supervisor the ability to analyzeprocesses, monitor and adjust assignments or perform

maintenance on existing flows.


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ENOVIA SmarTeam Data ModelThis lesson will cover the following topics:

The Data Model

SmarTeam - Data Model Designer

ENOVIA SmarTeam Databases and Related Utilities

Setting up Profile Cards

Setting Database Parameters


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The Data ModelYou will become familiar with the various objects in the Data Model.


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About the Data Model

The Data Model should reflect the business objects used in a company; like, projects,documents, parts and more.

The Data Model in real life will be based on the customer PLM environment and the type of

industry they are working in:

SmarTeam F&A scenario and SmarTeam E&E scenario provide guidelines for theseindustries.

The examples used in this training are more to show the capabilities and do not necessarily

reflect a real business scenario.


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o p y r i g h t D A S S A U L T S Y S T E M E S

The Scenario

The BOM structure above is displayed as a tree structure of objects.

BOM for Silver Speaker

O Silver Speaker Assemblyo Antenna x 1

o LED Display x 1

o Turbo-dial keypad x 1

o Soft Buttons x 12

o Turbo Buttons x 3

Associated Documents

Talk-and-Run wants to create a Bill of Material (BOM) structure of their products in theSmarTeam – Editor.

We will design a data model to represent Talk-and-Run’s BOM structure.

• Silver Prices.doc

• Turbo specs.doc

• Antenna. CATPart

• LED display. CATPart

• Turbo keypad. CATProduct


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Products

Documentation

Folder

Document

PartsStandard Parts

Standard Part

Standard Assembly

Custom Parts

Custom Part

Custom Assembly

Software

Data Model Structure

Data

The SmarTeam Data Model is a database structure that you design to organize acompany’s data.

• Silver Prices.doc• Turbo specs.doc

• Antenna. CATPart

• LED display. CATPart

• Turbo keypad. CATProduct

The SilverSpeaker

Data Model


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Products

Documentation

Folder

Document

Parts

Standard PartsStandard Part

Standard Assembly

Class Trees and Object Trees

You design the data model to categorize objects with similar properties into classes.The data model is designed in the form of a tree structure of CLASSES.

The data can be represented in the SmarTeam – Editor as a tree structure of Objects.

o Soft Buttons x 12

o Turbo Buttons x 3

Object Tree

O Silver Speaker Assembly

o Antenna x 1

o LED Display x 1

o Turbo-dial keypad x 1

Class Tree


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Class Attributes

Antenna Battery

Objects of the same class share common properties called Attributes.

Products [weight] Standard Part [part number, material, color]

The SilverSpeaker

The Charcoal

Chatter


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Class Mechanisms

Non Standard Parts [Revision Control]

Example of attributes added for Revision Control:

Revision, Previous Revision, Date of First Revision Creation

Documentation [File Control]

Example of attributes added for File Control:

File Name: Silver Speaker assembly instructions

Directory: J:\SilverSpeaker

File Type: Word Document

Standard Part [Workflow]

Example of attributes added for Workflow:

Security Level in Workflow

Objects of the same class have the same CLASS MECHANISMS (behaviors).


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Super Classes

Products [weight]

Documentation

Folder

Document

Parts [part #]

Standard Parts

Standard Part [material, color]Standard Assembly

SUPER CLASS

CLASS TREE

A Super Class is the topmost class in any branch of a class tree.

Super Classes allow you to organize information into generic categories.


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Projects

Documentation

FolderDocument

Parts

Standard Parts

Standard Part

Standard Assembly

The Lead Class

Lead Class In the Data Model

Every data model has one Lead Class that has a relation to the vaults in SmarTeam and the CADintegrations.

The default lead class in SmarTeam is Projects.

Lead Class In SmarTeam


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Leaf Classes

Leaf Classes are the bottom-most classes of a tree.

A Leaf Class represents the physical object.

CLASS TREE

LEAF CLASS

Projects [weight]

Documentation

Folder

Document

Parts [part #]

Standard Parts

Standard Part [material, color]Standard Assembly


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ABSTRACT CLASS

CLASS TREE

Super Classes and Abstract Classes

SUPER CLASS

A Super Class is a class which has subclasses below it.

You create Super Classes in order to reuse their attributes and share properties inmultiple subclasses or for authorization reasons.

Abstract Classes are classes below Super Classes and above Leaf Classes, used for

searches and organization of data.

Projects [weight]

Documentation

Folder

Document

Parts [part #]

Standard Parts

Standard Part [material, color]

Standard Assembly


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Class Composition

In Talk-and-run’s data model a standard

assembly can be composed of standard parts.

Turbo-dial keypad

(Standard Assembly)

Soft button

(Standard Part)

Turbo button

(Standard Part)

IMPORTANT: An object can be composed only of objects from the same super class of a tree.

Using the Class Composition, you can define whether or not an object may becomposed of other objects.


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Add as Top Level

Top Level

Second level

In the example below, objects of the Folders class may be added at the top level ofthe Documentation tree, but objects of the Document class may only be added at a

lower level.

Using the ‘Add as Top Level’ option, certain leaf class objects may be added to thetop of an object tree, while other leaf class objects may only be added below otherobjects.


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SmarTeam - Data Model DesignerYou will learn how to create the data structure or modify the existing data structureusing the Data Model Designer.


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Introduction to the SmarTeam-Data Model Designer

The SmarTeam - Data Model Designer allows the administrator to perform the followingoperations:

Create data structures based on existing templates

Create completely new templates

Modify existing databases


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SmarTeam Data Model Designer Main Stages

Launch SmarTeam

Data Model Designer

1Create/Load

Template

or database

2

Define Classes

3

Define ClassAttributes

4

Define Links

5Define ClassComposition and Link

Attributes

6

Define the basicdesign guidelines for

a Profile Card

7 Save Template/Create Database

8

O S


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The SmarTeam Data Model Designer Resources

Wizsrc(MS-SQL)

Oracle/ MS-SQL/DB2

Contains data structure and data

Contains system-definedtemplates, user-defined templates

Source Database Destination Database

ENOVIA S T Ad i i t ti f F d ti Edit d W b Edit


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Databases in the SmarTeam \ DB Directory

SmarTeam Directory

MS SQL Database Files

ENOVIA SmarTeam Administration for Foundation Editor and Web Editor


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Launching the SmarTeam Data Model Designer

Launch from ‘Start > All Program > SmarTeam > Administrative Tools > Admin Console’.



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SmarTeam Data Model Designer User Interface

Menu Bar Stage Name



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Loading/Creating a Template

Completely new template

Pre-defined template

Extract template from an

existing database

Load the template anddatabase from an existingdatabase and modify it

Saved template in sourcedatabase

Select template option from the File menu.



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Selecting Destination Database

From the Tools menu, Select the Destination Database.

To change the Destination Database, click Changedatabase.

Enter a new connection string or use thewizard to build a new one.



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Selecting Mechanisms

Select Mechanisms

A mechanism is a function (functionality/behavior) that can be enabled or disabled in aSmarTeam database.

When a mechanism is enabled, the SmarTeam Data Model Designer adds tables and metadata to the database, to support this mechanism.



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Defining Classes (1/10)

First, Click on Classes to add Super ClassesOrClick on a parent class to add Subclasses Second, Enter Class Name

Add Super Classes and subclasses (Abstract and Leaf).



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Super Classes

Each of the Super Classes created in the SmarTeam Data Model Designer aredisplayed on the SmarTeam – Editor toolbar.



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You can view the class structure you created in the SmarTeam Data ModelDesigner with Search by Attribute window in SmarTeam – Editor.



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Name given by user

Name as displayed in theSmarTeam- Editor

Name of the tablein the database

Used to define the ClassComposition

It is Strongly recommend not to change the default values of ‘Table Name’ & ‘Class Prefix’.

Choose icons to display

object state in the

SmarTeam - Editor(optional)

Define name of a Class to be displayed in the SmarTeam – Editor and in tables.



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The Primary ID of an objectin this class can only occur

once in the db.

The Object can be added tothe top level of a tree.

Add as Top Level and Index Unique



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In this example only objects of type Folders can be added to the top level and theoption is not selected for a Document.

Objects of type Document can only be added to the second level.


2nd Level

Top Level



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Set the lifecyclemanagement for anobject.

Available if the WorkFlowis selected in the Globalsettings.

The Object represents

a file.

Supported integrationmechanisms

Class Mechanisms



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The predefined Integration Mechanisms built automatically:

CAD documents relationship

Composition (hierarchical) links

General links

Links and relationshipbetween CAD documents

Class Mechanism



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Lifecycle Operations

are enabled

The Revision Control mechanism is enabled for Standard Parts in Talk-and-Run’sdatabase.



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File Info fields and the Viewer tab are displayed on the profile card of objects,as defined with the File Control mechanism.



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Defining Class Attributes (1/6)

First, Click on Fields to display the Sample Entities page.

Second, Enter the Attribute Name and click Add.

Add Class Attributes.



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Class

Attributes

Class attributes are displayed as fields in the SmarTeam Editor Profile Cards.



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Name assignedby the SmarTeam – Editor

Determines the type of datastored in this attribute

Size of attribute in bytes

Enabled for char type only

If checked, the usermust enter data

Displayed on the SmarTeam -Editor status bar when the field isselected in a profile card

Define Class Attributes

Define the type of data that can be added to the selected field.



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Select an attributeof a class.

Select the type

Reference to Class.

A class tree

window pops up.Select a referencedclass.

A reference field is created

automatically. You can modify itby clicking on the browse window.

Link attributes of another class to this class.

Assign Reference Class to Attribute.



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Approved By field (of class

Document) referencing class Users.

Objects of the referenced class are displayed as a drop down list in thereferencing field.



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To add values to Lookup Table, select Lookup Tables from Tools menu and precede

as described in Adding Values to a Lookup Table in Basic Administration Course.


Select the type of Lookup Table

Create alookup table

Select alookup table

Click the lookup button

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34

Assign a drop-down list to the attribute.

Assign a Lookup Table to an Attribute.



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Defining Class Indexes

A class index is based on one or more attributes used to identify objects quicklyin the SmarTeam Editor.

You must define one index for each Super Class.

The revision attribute is always appended to the index for revision controlledclasses.

Class indexes are used in searches and error messages.

Select attributeAssign the attributeas an index

12

Select attribute(s) for the SmarTeam-Editor to use as an index.

Define Class Indexes



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Defining Class Composition (1/2)

Select Super Class from the ClassBrowser & click the Composition tab

Select the Class whosecomposition is to be defined

Click to check classes thatcan be added to selectedclass

1

3

2

Note: Red check marks indicate inherited composition.

Define type of objects that can be children of a selected object.

Define Class Composition



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Defining Class Composition (2/2)

Composition

not defined

Attempting to Add Objects to a Document

Adding Objects to a Folder

Classes in

Composition

Composition is used to define the objects that can be added to other objects ina given Class.



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Create New Link Class (1/2)

Select the Links item in theTree to add or delete a Class

The Sample Entitieswindow is displayed

Click the Add button.

Select the Classes thatare to be linked.

The new link class name iscreated automatically but youcan modify it.

Check directional linkif needed

To add a user-defined Link Class:



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Create New Link Class (2/2)

Note: SmarTeam by default supports linkage of objects only once and will give a message when the user

wants to link two objects twice. In an instance based BOM however one part can appear on differentlocations in the BOM. To support this link behavior the unique index for the link needs to be expanded withthe balloon number/find number/operation sequence – depending on the usage of the BOM

Define the unique index on the link.

S d N



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Link Types (1/2)

CAD Link Types, which can be created only via the Integration, are managed by theintegration and require the user to work through the integration.

CAD Link Types are visible in a separate link tab for each CAD integration, depending

upon the selected object.

St dent Notes



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Link Types (2/2)

CAD Link types are added when the Database Level Mechanism is activated and thenthe Class Mechanism is selected for relevant classes.

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Hierarchical Links

QTY = 12

QTY = 3

Turbo-dial keypad

(Standard Assembly)

Soft button

(Standard Part)

Turbo button(Standard Part)

Hierarchical Links also have attributes. A typical hierarchical Link attribute is ‘Quality’.

Parent-child relationships are referred to as Tree links or Hierarchical Links.

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Logical Links

[ s u p p l i e r p a r t # ]

[ s u p

p l i e r p

a r t # ]

LED Display

(Purchased Part)

3mm Antenna

(Purchased Part)

PETER PLASTICS INC.

(Supplier)

Logical Links can be created to link objects that belong to different Super Classes.

Logical Links also have attributes.

In this example the ‘supplier part # ’ is stored in a link attribute of the link that

connects a supplier and a purchased part.

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D fi i Li k Cl Att ib t


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Defining Link Class Attributes

Enter Attribute Name

Click on the Attributes to displaya Sample Entities page

A Link class may have assigned attributes. The purpose of these attributes is toreflect specific characteristics that belong to relationships between objects.

Link attributes are displayed as column names on the Links tab of the Profile

Cards.

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D fi i L i l Li k Att ib t (1/2)


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Defining Logical Link Attributes (1/2)

Define Logical Link Attributes.

Logical Link attributes are displayed in the grid on the SmarTeam Editor’s ProfileCards on the Links tab.

Links Tabfrom Parts

Supplier and logical LinkAttributes combined

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Logical Link attributes are displayed in the grid on the Attributes Link tab inan associated objects structure.

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Defining Hierarchical Link Attributes (1/2)


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Click on the Attributes todisplay Sample Entities page

Enter the Attribute Name

Hierarchical link attributes are displayed as fields on the Compositiontab of the Profile Cards.

Define the type of data that can be added to the selected field

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Hierarchical Link attributes are displayed on a SmarTeam Editor Profile Cardon the Composition sub tab.

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Initial Profile Card Design (1/3)


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To modify the design of theProfile Card, click Modify

A default Profile Card (Auto Form) is created for each Class by the SmarTeam DataModel Designer.

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Auto Forms are designed according to Options defined on the Wizard Options\ProfileCard tab.

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Design individualProfile Cards

Global design ofProfile Cards

Regenerate defaultProfile Cards

Use Form Wizard to modify tabs, allocate attributes to tabs and format labels andfields.

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Creating a Database


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Creating a Database

At this stage, you should verify that no other connections to the destination databaseexist.

Note: If a connection exists, some tables may not be created correctly, resulting in

corruption of the database.

Verify destination database When prompted, enter a unique database name

Save the database structure in a database file.

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Tips for Designing a Data Model


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p g g

Tip 1: Minimize the number of Classes for:

Easier user navigation

Better startup and overall performance

Tip 2: Place majority of attributes on Super Classes:

Attributes of Super Classes can be viewed in the object tree

Better startup and overall performance

Tip 3: Use lookup tables:

Guarantees standard field content, no typos

Tip 4: Improve performance:

Limit use of Reference to Class

Define File Management at the Super Class level

Minimize use of ‘Adds to Top Level’

Keep file and directory names short

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To Sum Up


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p

Create a SmarTeam database structure using the SmarTeam Data Model Designer.

Load/create a template.

Define classes and class attributes.

Define logical links.Define composition and hierarchical links.

Design forms with Auto Forms and the Form Designer.

In this lesson you have learned how to:

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SmarTeam Databases and Related Utilities


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SmarTeam Databases and Related Utilities

You will learn how to create a new MS SQL Database.

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Creating an Empty Destination Database (1/10)


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When building a new database, the first requirement is to have an empty destinationdatabase.

The SmarTeam WizDst.MDF file is an empty database designated for the creation of a

new database. The empty database needs to have a user (in the MS SQL environmentSmarTeam is using the user SmarTeam). This user should have db_owner rights.

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SelectDestinationDatabase.

Define the connection stringto the empty database(WizDst in this example).

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After defining the desired database, select the Create button.

Fill in the Company Name and Database Name for the destination database.

Note: The MDF file will still be called WizDst.mdf.

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The SmarTeam Data Model Designer has created an empty database with the rightdata model. The file is still called ‘WizDst.mdf’.

To create an enterprise database, you need to create a database instance in the

new database environment. See the relevant documentation for Oracle, DB2 andMicrosoft SQL server.

Installation of the SmartDBExplorer is available in CD1 with other Administrationtools. After installation the file will be available in the /bin directory.

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Open the newly created database in the SmartDBExplorerwith the Open SmarTeam Database option.

Select as second database the connection to the new database.

Use the Open Database menu option for that since it is not aSmarTeam database yet.

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Drag and Drop the SmarTeamdatabase to the new database.

The following dialog appears. Select atleast the two Copy options and press OK.

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This message shows the copywent successful. Press OK.

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Creating an Empty Destination Database (8/10) - optional


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After successful creation of the new database, there might be two identicaldatabases defined with the same ReplicationID.

In order to work on the new database, the old database needs to be detached

(temporary) and use DBRegistration to generate a new unique ReplicationID forthe new database.

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Creating an Empty Destination Database (9/10) - optional


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Indexes have:

Validation

Repairing

Index Shortening

DB Statistics

Fix Last Object IDs

In case errors occurred during the copy process, the DBRepairing utility will fix themost foreseen errors.

The DBRepairing.exe can be found as install in the Kits directory of the SmarTeamCD – always use the latest one from the latest service pack

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After successful migration of the database to an enterprise database executeand all the necessary administration jobs for the environment:

Check table spaces for the database.

Check environment for connections.

Take a backup.

Test restore scenario for the enterprise database.

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Tips and Tricks around Database handling with MS SQL (1/6)


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NOTE: SmDemo is not a part of Basic SmarTeam

Installation. SmDemo installation is available in CD4.

As an application engineer you might need to work with different customerenvironments – or as a customer – there might be different prototypes to discussand analyze.

Therefore you need to be able to handle MS SQL database, derived or copied fromthe same MS SQL database.

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Detach the database from theDatabase Connection Manager

Duplicating a MS SQL Database.

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Delete the _log.LDF file

Copy and rename .MDF file

Attach the newdatabase and

give it a newalias if needed

Duplicating an MS SQL Database.

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Reset the database list if thisdatabase was used for

authentication

Now run from the BIN directory and selectthe new database


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It is a new database

registration.

And attach the original

database again.


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In case you need to backup or delete a MS SQL database from your local server you canuse the OSQL command line

Login to the SQL command line processor:

OSQL –S \SmarTeam –d master –U sa –P sa

Prepare a device for the backup target:

EXEC sp_addumpdevice ‘disk’, ‘SMBackup’, ‘c:\SQLBackup\BackuSmBackup.dat’GO

Backup the database:

Backup Database SmDemo to SMBackup

GO

Restore the database:

Restore Database SmDemo from SMBackupGO

Delete the database:

Drop Database SmNewDemo

GO

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Using SmFiles


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This will change in SmDemo all occurrences of

‘C:\SmarTeam’

by

‘C:\Program Files\SmarTeam’

You might need to change file paths in the database to adjust it to your customerenvironment:

smfiles -aConnectionString -pDatabasePassword [-i] [old-path] new-path

Use parameter -i for showing progress information.Please note that the connection string must be inserted using inverted commas.

e.g.: smfiles.exe -a"Provider=SQLOLEDB.1;Persist Security Info=False;User ID=SmarTeam;InitialCatalog=SmDemo;Data Source=ukibm123\SmarTeam" –p SmarTeam "C:\SmarTeam" "C:\ProgramFiles\SmarTeam" –I

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Setting up Profile Cards

You will learn how to create Profile Cards using the Form Designer and the Web Form


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You will learn how to create Profile Cards using the Form Designer, and the Web FormDesigner.

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Using the Form Designer (1/9)


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You can access the Form Designer from ‘Start > All Programs >SmarTeam > Administrative Tools > Admin Console’.

Login with the Administration rights (the default administrator is Joe).

1

2

Use the Form Designer to modify the appearance of the Profile Cards.You can define field and label sizes, create lookup fields, modify tabs etc.

NOTE: There are two administrator tools for Form Design.- The Win32 Form designer is used for the regular SmarTeam Editor- The Web Editor Form designer takes initially the forms defined in the Win32 Editor and converts them

to Web Form. In the Web Editor Form Designer the administrator can further change and optimize theforms for usage in the Web Editor

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Select a Profile Card and click OK.

3

There are three types of formsto be defined:

The standard Profile Card.

The Single Object Profile Card

The Attribute Link or Composition

Profile Card

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4


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Click on the Form Designer toolbar to add fields, labels, etc.

to the profile card .

The profile card and the Form Designer’s main menu are displayed.

Use multiple tabs to categorize

fields. Copy and paste componentsto the user-defined tabs.

5

6

4

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Label

Memo

Text Edit

Lookup

Ref to Class

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Viewer

Date Edit

Date Time Edit

Relative Time Edit (multi site only)

Image

Check Box

Radio Button

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Script Button

HTML Browser

Hyperlink

File Browser

Vault Browser

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Display and modify properties of the fieldsby selecting a field and pressing F4.

For TextEdit fields, select the column (attribute).

For Label fields, enter a caption (label name).

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9

8

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Assigning scripts on exitor enter of a field (F4).

Assigning scripts onstartup or exit of aProfile Card.

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11

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C o p y r i g h t D A S S A U L T S Y S T E M E S or

Select one or more fields and right click to open the grid popup menu.

Use the grid to organize the location of the fields in the form.

Add a tab or delete a tab.

Save the modifications.

or

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Student Notes:


Adding a Lookup Field to the Profile Card

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Click on the Lookup tool from the Form Designertoolbar in order to add a new lookup field to the

working form.

A field is added to the form and the propertieswindow is displayed. In the column field, selectthe database field to be linked to this field.

Name of Lookup Table.

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Combo Box

Student Notes:


Reference to Class Attribute

A Reference to Class Attribute is an attribute that points to an object in another class


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In this example the Created by

attribute of the Standard Partsclass references the SmarTeamUser class (User login and First

name attributes).

p jand displays one or more attributes from that object.

Student Notes:


How to Setup a Reference to a Class

Define an attribute (class attribute) as type of Reference to a Class using the


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Avoid many references to a class for the same Profile Card. It will affect performance. Also reference toclass is preferred to be used for references to classes with a low number of records (caching in update mode)

yp g

SmarTeam Data Model Designer and assign a class to this attribute.For example, define the Created by attribute (of class standard parts) as Referenceto Class and assign it to Class Users.

Add a Reference to the Class attribute to the Profile Card using the Form Designer.

Student Notes:


Adding a Reference to Class attribute to a Profile Card (1/2)


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From the Form Designer, open the attribute profile card of the Classwhose attribute references another Class.

An attribute is added to the form and the properties window is

displayed. In the option Column, select the database attribute to belinked to this attribute.

From the Form Designer, open the attribute Profile Card of the class

whose attribute references another Class.

Set QuickFindMode True orFalse

Double click on the Multi-combo box tool from the Form Designertoolbar to add a new Reference to Class attribute to the workingform.

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Multi Combo Box

Student Notes:


Adding a Reference to Class attribute to a Profile Card (2/2)

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The Projection Details screen is displayed.

The Projection Details selection screen is

displayed.Click Add to add a new projection or selectto select an existing one.

Enter a Separator (e.g. comma, tab) toseparate displayed attributes.

Click the Attributes button and select theattributes to displayed.

Click the Search name field browse buttonand select: add a query for this projection.Click OK to save.

Projections Details Screen.

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Steps 4 – 9 are optional

Student Notes:


Adding a Reference to Class attribute to a Profile Card –

Quick Find ModeSmarTeam Quick Find enables you to search for an object using the Quick Find ProfileC d I th P fil C d th t l tt ib t f ifi Cl


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QuickFindMode = False

Card. In the Profile Card, you can use the most popular attributes for a specific Class.

QuickFindMode = True

Student Notes:


Web Form Designer - Setting up Profile Cards (1/7)

Web Form Designer utility design and modify the layout and content of SmarTeamWeb Editor Profile Cards


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Web Editor Profile Cards.

Student Notes:



From the Admin Console start the Web Form Designer.

I th O P fil C d i d l t Cl


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In the Open Profile Card window select a Class.

The Web Form Designer utility opens displaying the selected Profile Card.

Student Notes:



Form Designer Menu and Toolbar


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C o p y r i g h t D A S S A U L T S Y S T E M E

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Working Area

Student Notes:



The Profile Card has these modes:


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S

It is possible to make attributes visible in specified modes.

Add - When a new object is added to a specific Class, a new Profile Card is displayed.

Update - The Profile Card is displayed with specific fields enabled, allowing you to modifypreviously entered information and add new information where applicable. Information inthe displayed cards is updated when the pane is refreshed.

View - The default mode when a Profile Card is first opened.

Query - The Profile Card is displayed to enable the user to enter a query condition.

Print - To print the currently displayed card, select Print from the File Menu.

NotSet - All modes are available.

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S

Visibility of

attributes in thevarious modes.

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SClick on the desired field.

From the menu bar, select Insert,Table. Note: Default table: 3 X 3.

Most of the common attributes areavailable in the toolbox.

Placement of the controls can be done intables.

The toolbar contains icons to modify thenumber of rows or columns for a table.

To reposition a field select it and drag tothe new location.

Resize - drag a sizing handle OR Selectthe field and enter new values inProperties pane.

To insert a table:

Student Notes:


To Sum Up

In this lesson you have learned ...


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S

How to create Profile Cards for the SmarTeam Editor:

The three different types of forms

Profile Card

Single Object View

Link Profile Card

How to create Profile Cards for the SmarTeam WEB Editor:

Positioning through tables

Using groups

Setting the expand level per group

Understand the common approach for defining control types where the WEBEditor has the advanced feature to show/no show attributes.

Student Notes:


Setting Database Values

You will become familiar with the Sequence Designer Tool, the Default values, and theIntegration Tools Setup utility.


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S

Student Notes:


Using the Sequence Designer (1/6)

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You use the Sequence Designer to create and modify masks. SmarTeam uses themask to increment a number automatically in a specific field of a Profile Card.


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S

Login with Administrator rights (the default administrator is Joe).

Access the Sequence Designer from‘Start > All Programs > SmarTeam > Administrative Tools > Admin Console’.

The most common use of a mask is for the primary ID number of a class and for revision numbers.

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Student Notes:



If a pattern is already defined,S l t tt ib t

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S

it appears in the fields.

Click Link to create a mask ormodify the current one

Select an attribute.

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Student Notes:



Select the mask in the Sequence Click Edit or New to modify or add a new mask

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S

qSelection dialog box.

Click Select to assign the selected

pattern to the attribute.

Click Edit or New to modify or add a new mask.

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Student Notes:




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Enter the formula by which SmarTeam willincrement the numbers in this field and click CheckPattern.

Enter a baseline

value and click Set.

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Use the characters a and 9:‘a’ => alphabetical increments.

’9’ => numerical increments.Examples:Mask DOC-999 => DOC-001, DOC-002 …Mask A9 => A0, A1.. A9, B0, B1…

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Check the Revision mode checkbox if you aresetting a mask for a revision number field.

In the Separator field, enter the type of separator toseparate values in the mask field.

For example, if you enter a dot, the values will bedisplayed like this: a.9.

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In the Group field, enter the number of variables(separated by a separator) to be displayed in the

Mask field.For example, for the mask a.9.9, ‘3’ is displayed inthe Group field.

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Student Notes:



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In the Range field, define the limit of the increment

Click the Wildcard checkbox to define characters aswildcards; if not checked characters are set asconstants.

Check the Pad field to define that the character willbe preceded by a constant. Enter the constant inthe field below.Default value is ‘0’Without Pad: TEST-a-01

With Pad set to x: TEST-a-x1

Current value displays the value currently definedfor the character on the Mask Info Tab.

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Student Notes:


Setting up Default Values (1/2)

The Default Values tool defines the default values for a specific attribute in aSmarTeam Class. When you add a new object, the default values are automaticallyassigned to the attributes for which default values have been defined.


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Access the Default Values utility from ‘Start > All Programs > SmarTeam >Administrative Tools > Admin Console’.

Login with Administrator rights.

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2

Example of default values: You can define that the default value for the Phase field in theDocuments class is Design. When a SmarTeam user opens a Profile Card in the

Documents Class, the Design value for the Ph