Advanced Concepts

NATIONAL INSTITUTE FOR AVIATION RESEARCH

Wichita State University

Revision 15
Copyright 2006. All rights reserved.

www.cadcamlab.org
None of this material may be reproduced, used or disclosed, in part or in whole, without the expressed written permission of:

National Institute for Aviation Research

Wichita State University
Wichita, KS

Copyright 2006. All rights reserved.

www.cadcamlab.org
ENOVIA LCA Advanced Concepts ENOVIA® V5R15

TABLE OF CONTENTS

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
ENOVIA LCA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Manual Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Logging into ENOVIA LCA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
ENOVIA is a Multi-User Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Product Class Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

New Product Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
New Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Configuring a Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Component Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Configuration Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Categories Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Creating Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Adding Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Associate Categories and Specifications to the Product . . . . . . . . . . . . . . . . . . . . . 35

Rules Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Inclusion Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Expression Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Product Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Change Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Change Request Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Change Order Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Action Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Effectivity Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Effectivity Domains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Associating an Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Configuration Management Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

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ENOVIA LCA Advanced Concepts ENOVIA® V5R15

Content Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Creating New Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Viewing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Create Additional Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Changing the Document Object Primary Format . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Check In / Check Out Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Iterations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
My Docs and My Checked Out Docs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Table of Contents(TOC) objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Associating Documents to existing ENOVIA objects . . . . . . . . . . . . . . . . . . . . . . 185
Unlinking associated documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Revising Document Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Viewing CATIA parts as document objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Deleting document objects from ENOVIA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Deleting CATIA documents from ENOVIA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Publish Subscribe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

ENOVIA Portal Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

General Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Category Editor Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Change Orders Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Content Management Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Part Editor Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Product Editor Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Rules Editor Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Impacted By Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Impacts On Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

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ENOVIA LCA Advanced Concepts ENOVIA® V5R15

Introduction
ENOVIA LCA Advanced Concepts
Upon completion of this course the student should have a full understanding of the
following topics:

– Creating new Product Classes and Products

– Create generic components within a product

– Create categories and specifications and associate them to a product

– Create rules to govern specifications

– Understand change the change management capabilities in ENOVIA

– Create change requests, change orders, and actions

– Add and deleted documents directly in the database

© Wichita State University Introduction, Page 1

ENOVIA LCA Advanced Concepts ENOVIA® V5R15
ENOVIA LCA
As stated in the ENOVIA LCA Concepts book, ENOVIA is an object oriented PLM
database. In the concepts course you learned how to navigate and utilize ENOVIA to
retrieve information and send it to the various editors such as CATIA and Word. This
course is going to extend on that knowledge and look at how those types of objects are
actually created in the ENOVIA environment. You will also look at the change
management process and build upon a change request through the change order and down to
the individual actions created therein. This course will also introduce you to CATIA’s
assembly design capabilities for creating and inserting parts into the database.

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ENOVIA LCA Advanced Concepts ENOVIA® V5R15
Manual Format
It is important to understand the format of the manual in order to use it most effectively.
This manual is designed to be used along with an instructor; however, you will need to do a
lot of reading as well, in order to fully understand ENOVIA LCA. The exercises in this
book will list steps for you to complete, along with explanations that try to inform you what
you have just done and what you are getting ready to do. The actual steps are in bold type
and the information that follows the steps is for your benefit. Anything that appears in
italics refers to a message ENOVIA provides—this includes information in pull-down
menus, pop-up windows and other messages.

An example of a step and its explanation is shown below (note: normally the lines will not
be there):

Select a location to the right of the origin. This specifies the other end point of the line.
You will continue specifying locations in order to complete your profile. It should appear
similar to the diagram shown below.

As you can see, the desired action blends in with the text except that it appears in bold. The
information following the step explains what that step accomplished and where you are
going next. It is important for you to read this information to help in your understanding of
ENOVIA.

Also, you will find that the exercises build upon themselves. Later exercises often assume
you know how to do certain steps which have been covered in earlier exercises. If you did
not quite pick up what you needed to know from an exercise, you will probably wish to
review it several times before moving on to the more advanced sections. As you progress
through the manual, it expects that you are learning and therefore you are able to do a lot
more with fewer steps. Eventually, you are expected to be able to perform actions without
any steps.

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Logging into ENOVIA LCA
ENOVIA utilizes a username and password database that is generally independent of the
username and password you log into your computer with. Before logging into ENOVIA,
you must have a username and password defined. Your account will also have an associated
role. A role defines what a user can and cannot do in the database. This includes not only
read and write access to the database, but also functionality access such as the ability to
perform tasks in the database. All three parts of your login credentials must be supplied in
the login screen before you have access to the ENOVIA database.

Take a moment and look at the login screen for ENOVIA.

Username This will be the username provided to you. The

username might, or might not, be the same as the
account you logged into the computer with.

Password This is the password used with your username.

Language This allows you to choose between various languages

used in ENOVIA.

Host The host field allows you to choose between various

ENOVIA servers. Generally, there will only be one
host set up, however, if you have multiple ENOVIA
servers running on your network, all of them can be
accessible though the portal.

Check to choose role at logon This allows you to choose or change your role within
ENOVIA.

Enter your username and password, then click Logon. Once you click logon, you will
be prompted for a role and workbook.

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ENOVIA LCA Advanced Concepts ENOVIA® V5R15

Choose a Role This will display the list of roles available with your login ID.

Choose a Workbook This defines the workbook project that you will utilize. When used in
a group setting, this will allow your group to view the same data and
make things more uniform.

Generally, the first time you log into ENOVIA, you will have to define the Role and
Workbook that you want to use for this session. Anytime you wish to change roles, you will
have to log out of ENOVIA and log back in. The roles defined with your user account are
set up by an ENOVIA administrator. If you find that you are unable to perform functions in
the database that you need to have access to, you will have to have an ENOVIA
administrator adjust the roles associated with your user ID.

Choose the role TRAINEE.ENOVIATRAINING.DEFAULT. This will define the

default training role for your work.

Change the Workbook to DefaultProject if not already there. For now, the default
project will be used.

Click Apply Role and Project. This will log you into the ENOVIA portal.

© Wichita State University Introduction, Page 5

ENOVIA LCA Advanced Concepts ENOVIA® V5R15
ENOVIA is a Multi-User Database
As you create objects in the database it is important to remember that this is a multi-user
database. This means that everyone in your class, as well as other classes are all utilizing
the same database and vault for storage. This is an advantage of ENOVIA to be able to
share data between all users of the database locally and across the globe.

One important aspect to draw from this is that your book may vary slightly from what you
see on the screen. The book may show that there are no product classes, when in fact you
may see many product classes. This will be due to other users creating objects in the
database. Keep in mind, this book is written from a blank database, hence only a few
objects created by the author will exist. As you, your classmates, and other ENOVIA based
courses create objects in the database, it will quickly be populated with objects similar to the
one you are creating.

Another important aspect is the necessity to create unique objects in the database. This is
the same principle as working with files on a computer. If you place an image on your
desktop called “Funny Picture”, then you save another image on your desktop as “Funny
Picture”, you will only end up with the last one saved since it would have overwritten the
original. This is why you would name the new image “Funny Picture 2" or a different,
unique name. ENOVIA is no different. As you create objects in the database, you will want
to be sure that your object is unique to you and only you. This is why the book will ask you
to create an object with your user ID. All user ID’s are unique to the database, and should
not be repeated in a class session. The book will utilize the user ID TRN000, a user ID not
used by anyone else. Any time you wish to create an object in the database, be sure to
include your unique user ID. This is not an issue at companies utilizing ENOVIA for data
storage since all objects will be identified by a unique part number. This is only a concern
with the training environment since everyone will be creating the same objects
simultaneously.

In order to keep consistency, the book will use the following convention when creating
objects utilizing your user ID:

Key {USERID} - Object Type for the Object ID.

Then when you look at the picture you would see:

In this case, any time you see {USERID} you will use your user ID. The book will always
use the user ID TRN000.

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ENOVIA LCA Advanced Concepts ENOVIA® V5R15

Product Class Editor

In the concepts course, you learned to navigate the product class editor to find product,
product specifications, and product types. In this course, you will learn how to generate
product classes and products. In this course, you will create product classes and products.

Under the engineering life cycle folder of the ENOVIA home workbook, activate the
Product Classes application. If you remember, the product classes application allows you
to view and create product classes.

Note: For a description of the icons, please refer to your ENOVIA LCA Concepts course.

© Wichita State University Product Class Editor, Page 7

ENOVIA LCA Advanced Concepts ENOVIA® V5R15
In order to keep some organization of the database, you will not create a product class root.
Creating a product class root is as simple as selecting the New icon from the standard
toolbar, then entering a product class root name.

Since ENOVIA is a multi-user database, if everyone were to create product class roots, you
would end up with a very large product class tree. Instead, you will be creating a new
product class to store your data.

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ENOVIA LCA Advanced Concepts ENOVIA® V5R15
New Product Class
New product classes are easy to create and will help you keep your products organized as
you work through this course.

Select then right click on the LCA Advanced product class root, then select New. If you
remember from your concepts course, there are many times when you need to select on the
object prior to right clicking. This is to tell ENOVIA exactly which object you are working
with. If you did not select it first, your right click would act on the currently selected object,
wherever it might be in the product class tree.

The new option here will allow you to create objects under the product class root. Take a
moment to look at the different options.

Product Class This allows you to create a product class within the currently
selected product class

Product This allows you to create an unconfigured product

Product Reference (by copy) Creates a new product from a copy of a selected product

Product Type Creates a major product variant specification to help organize

a product

Product Specification Creates a specific product variant based on categories and

specifications

Select Product Class. This will allow you to generate a new product class within the LCA
Advanced product class root. This will display the New Product Class pane.

Take a moment to look at the new product class pane. This pane will be very similar to
other types of object creation panes.

© Wichita State University Product Class Editor, Page 9

ENOVIA LCA Advanced Concepts ENOVIA® V5R15

Environment This allows you to select the specific environment from which to
create the new type of object

Type This defines the specific type of object created

Product Class ID This defines the unique product class identifier

Name Any user defined name for the product class. This does not have to
be unique in the database

Description A user defined description of the product class

OK This creates the object, then closes the creation window

Add This creates the object, but leaves the creation window open to allow
you to create additional objects without having to reselect new each
time

Reset Resets the fields back to the default entries, which is generally blank
fields

Cancel Cancels the creation of the object. Any objects already added will
exist even if you cancel.

Notice the red exclamation point next to the product class ID.

Mandatory Anytime you see a red exclamation point next to a field, it indicates
that it is a mandatory field. Generally, all ID fields will be
mandatory, however, an ENOVIA installation can have any number
of mandatory fields.

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ENOVIA LCA Advanced Concepts ENOVIA® V5R15
Key in the product class ID of {USERID} - Product Class. Remember, this is where you
will use your TRN account ID to insure the uniqueness of each product class ID created.

Key in {YOUR NAME} in the Name field. This does not need to be a unique field since it
just an attribute of the product class.

Key in My Products as the description. Again, this does not have to be unique in the
database since it is just an attribute of the product class.

Select OK when done. This will create the product class in the database.

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ENOVIA LCA Advanced Concepts ENOVIA® V5R15

You should get a prompt in the bottom left corner of the pane to indicate that the product
class was successfully created.

At any point in time, you can edit the properties.

Select the Edit icon in the bottom center of the properties pane. This will allow
you to edit and change the ID, Name, and Description.

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ENOVIA LCA Advanced Concepts ENOVIA® V5R15

Notice you cannot change the owner, dates, or status. These are changed through different
mechanisms. You will look at how to change those entries later.

Change the Description to be My Products and Product Classes. Select OK when done.
This will change the description of the product class.

© Wichita State University Product Class Editor, Page 13

ENOVIA LCA Advanced Concepts ENOVIA® V5R15
This will have your own unique product class created. Anytime you wish to create a new
product or new product class to further organize your data, feel free to place it in this
product class.

Select the Save icon from the standard toolbar. This will save and commit the
changes to the database. Although objects created are generally saved directly to the
database, it is wise to always save often.

Create a new product class under your product class called {USERID} - Exercise 1.
By creating sub-product classes, you will be able to organize your products within your
product class.

Enter a Name and Description if desired. Since these fields are not mandatory, you have
the option fill them in or not. From this point on, it will be left to you to enter a name and /
or a description.

Now you are going to look at creating a new product.

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New Product
Creating a new product is no different than creating a new product class.

Select then right click your exercise 1 product class. Select New then Product. This
will display the new product for product class pane to allow you to define a new product.

Look familiar? This the same window as for creating a product class, just this time you are
creating a product. You will find this very common for all object creations inside ENOVIA.

Key in {USERID} - Product 1 for the product ID. Again, it will be left to you to enter a
name and description.

Select Add. This will add the product to your product class.

Notice the new product for product class pane is still active and still contains all the
information you entered before. This will allow you to add multiple products, product
classes, or any other ENOVIA object in repetition without having to constantly keep re-
entering names and descriptions.

Change the Product ID to TRN000 - Product 2. Select OK when done. This will create
a second unconfigured product in your product class.

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ENOVIA LCA Advanced Concepts ENOVIA® V5R15

Save your new products. This is done by selecting the Save Icon.

Notice both of your products are unconfigured.

By default, anytime you create a product, it will be unconfigured. You have to configure the
product in a second step.

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Configuring a Product
If you remember from your basics class, a configured product has the abilities to have
configuration attributes, history tracking, and actions applied. In order to have any sort of a
complex product (basically anything with constraints applied) you will have to have a
configured product. Only the most simplistic one or two part products will be unconfigured.

Select then right click on your Product 2 from the product class view. Select Product
from the contextual menu. This will display the product actions that can be performed.

Configure Configures a product to allow for configuration attributes to

be applied

Copy Associated Object Copies the product as an associated object to allow it to be

pasted as an associated object in an action or change order

Move / Cut Removes a product from the current product class

Paste Pastes a moved / cut product into a different product class

You will copy the associated object when you start working with actions. If after creating
new product classes, you find that you want to reorganize your products you can always cut
them from one product class then paste them into a new one. For now, you will just want to
configure your product.

Select Configure. That is all it takes to configure a product.

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ENOVIA LCA Advanced Concepts ENOVIA® V5R15

Notice now your product indicates that it is a configured product, and there is a
configuration tab. You will also get a prompt at the bottom left of the screen to indicate the
product is configured.

Keep in mind, once a product is configured, it cannot be unconfigured. Although this is

true, there are extremely few reasons not to have a configured product.

Configure your Product 1. Again, just right click on the product, select the Product
option, then select configure. If the configure option is not available, be sure you selected
on the product before right clicking on it. Remember, ENOVIA performs the right click
action on whatever is currently selected, not what the cursor is pointing to.

Save your ENOVIA session. This just insures that the changes are committed to the
database. You should now have two configured products.

Note: If you would like to see your other classmates products and product classes, select the
refresh icon, then refresh all trees. Your ENOVIA screen does not automatically update.

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Component Editor
The component editor allows you to generate generic components in a product structure. In
the ENOVIA concepts course, you found that a product can have a variety of organization
schemes based on the generic component structure. Although the generic components
(GCOs) are not mandatory, they can prove very beneficial when working in a large data
structure. Take a look at creating a few GCOs in your product.

In the Product Class Editor, find your Product 1. If you closed your product class editor
from the previous exercise, you will need to re-open it and locate your product.

Right click on your product 1, then select Send To. If you remember from the basics
course, this will allow you to send the product to various editors. You will notice towards
the top of the list is the component editor.

Select Component Editor. This will send the product to the component editor.

© Wichita State University Component Editor, Page 19

ENOVIA LCA Advanced Concepts ENOVIA® V5R15
The component editor is a very simplistic editor that only allows for the creation and
deletion of the generic components. Notice there is not even a toolbar specific for the
component editor on the left hand side of the window. You only have the standard toolbar
at the top.

The component editor comprises of two panes. The left hand pane is the generic component
tree. This is where generic components are created and deleted via right click options. The
right hand pane is the properties pane for the generic components and product.

Right click on your product from the Generic Component Tree. This will display your
options for creating a generic component. Most of the options are standard right click
options, however, there are two options that are specific to creating the first generic
component.

Insert Child Creates a child generic component. This will be a component below
the currently selected object.

Import Template This imports a generic component tree from another product. This is
useful for replicating a generic component tree that has already been
established.

If you right click on a generic component from the GCO tree, you will get one additional
option.

Note: You currently do not have any GCOs in your tree. This is for future reference only.

Insert Parent This creates a generic component as a parent of the selected generic
component. This means that the GCO selected, and any children
GCOs, will be placed under this one parent GCO.

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ENOVIA LCA Advanced Concepts ENOVIA® V5R15
Important Note: The GCO tree can not be rearranged. If you create a series of children or
parents, and you decide you want to change location or position in the tree, you cannot cut
and paste or move the GCOs in any way. You must delete the GCO tree and re-create it.
This will also involve re-linking all instances to the new GCO objects.

Select Insert Child.This will display the new generic component creation pane.

As you might have already noticed, this is the same sort of object creation pane that is used
throughout ENOVIA.

Enter GCO-1 as the Product Component ID. Since this is the only mandatory field, you
have the option to fill in the rest of the pane.

Note: Notice you were not instructed to add your account to the GCO. Since GCOs are
child objects of the product, you do not have to worry about duplicate names. You do have
to worry about duplicate GCO ID’s within the product though.

Select OK when done. This will create the generic component in the product.

With GCO-1 selected, select on the Insert child icon from the standard toolbar. In
most other editors, this would be considered the New icon, but in this editor, its name is
changed. This is the same as the right click, insert child option.

Enter Sub GCO-1 as the Product Component ID. Again, the rest of the information will
be up to you to enter.

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ENOVIA LCA Advanced Concepts ENOVIA® V5R15

Select OK when done. This will create a child object to the GCO-1.

Create a new child to GCO-1. ID this new child Sub2 GCO-1. The process will be the
same, select on the GCO-1, then insert a new child either through the right click or icon,
then enter the ID and any other information.

Select OK when done. You should now have a GCO tree that has one parent GCO and two
child GCOs.

Note: If your tree does not appear as above, you can delete the GCOs, then re-create them.

Right click on Sub2 GCO-1 and select Insert Parent. Make sure it is selected before right
clicking.

Enter the ID of Parent GCO, then select OK when done. Notice this puts the new GCO
above the Sub2 GCO.

As you work with your products, you may find you want to create a GCO structure to
control and organize your product. Feel free to create GCOs as you feel necessary.

Save and close the Generic Component Editor.

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