Catia Notes1

CATIA Team PDM
Site Map
Preface
What's New?
Installation
Getting Started
Basic Tasks
Advanced Tasks
Workbench
Description
Customization
Index
© Dassault Systèmes 1994-2001. All rights reserved.

Site Map
Preface
Preferred Road Maps

Where to Find More Information
What's New?
Installation
Installing a Standard Customer Configuration
What You Need Before Installing

Installing the ORACLE Server
Installing the Smart Vault Server
Installing the Client
Performing Additional Steps for Administrator Client Installation
Checking Database Installation
Installing a Standalone Station

Configuring CATIA V5
Deinstalling
Getting Started
Connecting to the Database

Storing a New Part in the Database
Creating a Drawing Document from a Template
Modifying a Released Assembly
Releasing a Modified Assembly
Updating a Drawing
Basic Tasks
Finding and Working with Your Documents
Finding/Browsing/Editing
Running a Predefined Search
Modifying a Search
Creating a Search
Finding Out Where a Document Is Used
Managing Parts
Checking Out a Part
Saving a Part
Checking In a Part for the First Time
Copying a File to Your Project Desktop
Checking In a Part
Releasing a Part
Checking Out a New Release
Moving a Document to the Obsolete Vault
Managing Assemblies
Building an Assembly
Adding a New Assembly
Saving an Assembly
Managing the Revisions of a Product
Checking In a Product for the First Time
Checking In/Checking Out/Releasing an Assembly
Life Cycle Options
Managing Drawings
Saving a Drawing
Managing the Revisions of a Drawing
Document Associations and Dependencies
Data Structure
Working with Classes

Working with Projects
Managing the Document Life Cycle
Maintaining Security and Control

Life Cycle Menu Items
Advanced Tasks
Finding Out Who Is Using a Part

Inter-Document Links
Creating Links
Viewing and Accessing Links
Using Mapped Properties

Defining Property Mapping
Using Mapped Product Properties
Displaying a CATIA Drawing TeamPDM Attribute in a Title
Block
Designing a Title Block
Displaying a CATIA Part TeamPDM Attribute in a Title Block
Designing the Revision Block
Inserting a Team PDM BOM into a Drawing Document
Bulk Loading
Administration
Adding a Class Attribute to an Existing Class

Creating a Template Project
Creating an Additional ORACLE Database
Declaring Microsoft Office Documents and their Links with
CATIA in the Database
Using Your Database without Secured Vaults
Using a SmarTeam Database
Upgrading an Existing Database from V5R2/V5R3 to V5R4
Upgrading an Existing Database from V5R4 to V5R5
Workbench Description
Menu Bar
Toolbar
Customization
Using SmarTeam Scripts in a CATIA Session
Index
Preface
Overview of PDM
The Need
Next to people, information is your company's most important resource. However, many companies are
realizing that they have become so overwhelmed with the volume of data that need to be stored and
managed that they need to find comprehensive solutions to overcome their data disorganization. This
problem is particularly acute in CAD design shops, where many complex designs and documents
undergo several stages of revision as part of their development cycle. Incorrect revision of outdated
designs results in the need for additional changes later in the design process.
As your company grows, so do the number of designs, specifications and proposals that are created in
the course of project development, and over a project's entire life cycle. Organizing and managing
these designs in a secure database is of primary importance. In addition, designers and engineers
need to ensure that the correct revision of a part is correctly identified and used during the design
stages of a project.
What Are the Designer's Design Tasks?

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

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

Product Data Management (PDM) enables engineers to manage their documents during all stages of
their development. Using PDM, you should be able to manage your documents electronically to
maintain, access and modify designs and technical related documents quickly, securely and
cost-effectively. A PDM should include the following requirements:
electronic data storage and management
flexible file organization
support of multiple file formats
document security
timely access to information
workflow automation.
CATIA Team PDM is a product data management solution that aids the engineer in integrating and
synthesizing the multitude of process events into two fundamental tasks:
design tasks
data management tasks.
Design Tasks
When engineers are in the process of designing Parts, Products, Drawings, they can use the CATIA
Team PDM options to enhance the CATIA capabilities.
For example, the Insert Part/Product option enables the engineer to insert an existing Part or Product
into a new Assembly as a component:
Data Management Tasks
During the Data Management Process, the designer is required to perform activities such as searching,
copying, linking, or viewing documents. These sub-tasks are supported in CATIA Team PDM.
The example below illustrates CATIA Team PDM's convenient support for the various data
management sub-tasks. A designer can view and check revisions, and also perform many other
activities by clicking one of the tabs provided. He can then evoke the dropdown menu to begin the
editing process.
Using CATIA Team PDM, the engineer functions within an open environment, i.e. being able to
manage all engineering data within the CATIA environment.
The CATIA Team PDM functionality is deeply integrated and eliminates the time-consuming and
bureaucratic process of opening and closing external software in order to perform design and data
management tasks.
The example below demonstrates the power of CATIA Team PDM functionality:
FIND
SELECT OPERATION
VIEW
What Is CATIA Team PDM?

CATIA Team PDM is a seamless, integrated, rapidly implementable drawing and document
management tool for users of CATIA. It gives you the power to manage your Parts, Products and
Drawings easily, effectively and affordably, and provides powerful functions to assist you in building
Assemblies. The CATIA Team PDM product data management solution (PDM) is designed to give you
the tools to create, edit, view and control CATIA documents, in an intuitive and friendly way.
CATIA Team PDM is a revolutionary "rapidly implementable" PDM solution. This philosophy stands
behind the product and enables users to install, set up and implement a full fledged Product Data
Management solution very easily and rapidly, while maintaining a broad spectrum of functionality.
CATIA Team PDM streamlines the flow of documents through an organization's business process,
thereby promoting communication, cooperation and teamwork. CATIA Team PDM provides a
process-oriented approach which enables individuals to work together as a team throughout a
product's life cycle.
CATIA Team PDM comes with a complete database structure designed specifically for CATIA. It also
provides CATIA users with the ability to perform advanced searches, maintain revisions and preview
documents without opening the application that created them.
Features and Benefits
The seamless integration between CATIA and CATIA Team PDM enables the CATIA users to
streamline their workflow in the following manner:
Browse through any CATIA Team PDM window to view a hierarchical listing of
CATIA Team PDM documents.
View the Profile Card of any document. The Profile Card displays file
information, revision information, linked documents as well as thumbnail images
of the Part, Product or Drawing.
Perform searches to locate any document saved in the CATIA Team PDM
database
Create and save Assemblies. Links are automatically created between the
components of an Assembly to reflect their composition in CATIA. During
revision management, the integrity of the Assembly and its components is easily
maintained.
You can view and access these links in the Links page of the Profile card.
Where Used links list all the parents of a document. These links are
extremely useful in locating all the Assemblies in which a specific Part is
used.
Composed of links list all the children of a document. For example, it
lists all the subassemblies (Parts and Drawings) of an Assembly.
Create and save Drawings. Links are automatically created between the
Drawing and the Part/Product on which it is based. During revision
management, the integrity of the revisions is easily maintained.
CATIA Team PDM Design Environment

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

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

Preferred Road Maps
This book is intended for the user who needs to become quickly familiar with the
CATIA Team PDM product. The user should be familiar with basic CATIA Version 5
concepts such as document windows, standard and view toolbars.
To get the most out of this guide, we suggest you start reading Getting Started. Then
we suggest you read the Basic Tasks.
Prior to reading this book, we recommend that you read:
Particularly prior to installation, on the CDROM CATIA V5 Team PDM 1 Volume 1:
the Oracle Installation document on SmarTeam_Documentation\Installation
Documents\Installation Documents\Databases\Oracle 8i installation.pdf and
SmarTeam_Documentation\Installation Documents\Installation
Documents\Databases\Backup and Restore Database.pdf
SmarTeam_Documentation\Installation Documents\Team PDM Installation
Environments V5r6.doc
SmarTeam_Documentation\ST Guides\ST User Guide\User.pdf
SmarTeam_Documentation\ST Guides\ST Admin Guide\Admin.pdf
SmarTeam_Documentation\Installation Documents\Servers\Vaults Inst.doc
In general:
the various CATIA V5 installation tasks in the CATIA - Infrastructure User's
Guide Version 5
Conventions
Conventions
Certain conventions are used in CATIA, ENOVIA & DELMIA documentation to help
you recognize and understand important concepts and specifications. The following
text conventions may be used:
The titles of CATIA documents appear in this manner throughout the text.
File -> New identifies the commands to be used.
The use of the mouse differs according to the type of action you need to perform.
Use this
mouse button, whenever you read
Select (menus, commands, geometry in graphics area, ...)
Click (icons, dialog box buttons, tabs, selection of a location in the
document window, ...)
Double-click
Shift-click
Ctrl-click
Check (check boxes)
Drag
Drag and drop (icons onto objects, objects onto objects)
Drag
Move
Right-click (to select contextual menu)
Graphic conventions are denoted as follows:

indicates the estimated time to accomplish a task.
indicates a target of a task.
indicates the prerequisites.
indicates the scenario of a task.
indicates tips
indicates a warning.
indicates information.
indicates the end of a task.
indicates functionalities that are new or enhanced with this Release.

Enhancements can also be identified by a blue-colored background in
the left-hand margin.
What's New?
Installation
Configuring SmarTeam Clients
Basic Tasks
Enhanced: Life Cycle Menu Items
New life cycle options:
Undo Check Out
Replace with Selected Revision
Advanced Tasks
New: Inserting a Team PDM BOM into a Drawing Document
Enhanced: Defining Property Mapping
Defining Property Mapping for CATIA Products and CATIA Parts
New Team PDM toolbar
Customization
Enhanced: Using SmarTeam Scripts in a CATIA Session
New SmarTeam scripts:
SmartBox.bs
StartProcess.bs
Installation
Deinstalling
Installing a Standard Customer
Configuration
The following Installation tasks explain the installation procedure of a standard
customer configuration consisting in:
one NT Oracle server with all the Oracle administrator‘s authorizations.
one NT Smart Vault server with the secured vault server and the tools to
manage it.
On this server, you have CATIA Team PDM Tools, but NO CATIA
installation, and NO CATIA Team PDM client.
one NT with CATIA Team PDM administrator authorizations. This is the
CATIA Team PDM Administrator client. On this computer, you have all
the administrative tools for CATIA Team PDM, with CATIA, CATIA Team
PDM clients and ORACLE clients.
one or more NTs with a simple CATIA Team PDM client installation, with
no administrative tools. On this computer, you only have CATIA, CATIA
Team PDM clients and ORACLE clients.
This configuration will allow all CATIA Team PDM clients (administrator and
simple) to share an ORACLE database located on the ORACLE server and
vaults located on the Smart Vault server. This is the configuration which
Dassault Systemes and Smart Solutions strongly recommend you use for a
client-server Installation with CATIA V5 and CATIA Team PDM.
In the Installation part of this documentation, the Smart Vault server will be
referred to as targe.

Performing Additional Steps for Administrator Client Installation
Required Software
To perform the complete installation, you will need the following
software:
CDROM CATIA V5 Release 4
CDROM CATIA V5 Team PDM 4.0
CDROM Oracle 8 "SmarTeam Database Engine"
Prior to installation it is strongly recommended to deinstall any CATIA,

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

Team PDM and ORACLE
To install and then use CATIA Team PDM, you will use various user
logins:
For Windows NT, you will use several NT user accounts. You will
use an NT user belonging to the SmVaultAdmin or SmVaultClient
groups for the use of Smart Vault tools.
to access Oracle tools, you will be asked for an Oracle login. This
login (the username is system, the password is manager) is the
default Oracle login created during the Oracle installation.
to access the CATIA Team PDM database, you will use a CATIA
Team PDM login. A default user is automatically created in the
database during its initialization (using the Smart Wizard tool).
The user is joe (without any password). It has administrator
privileges i.e. it can be used to create all other CATIA Team PDM
users. For an explanation on how to manage these users, please
refer to the chapter "SmarTeam User Security" in the SmarTeam
Administrator's Guide.
This task shows how to install the ORACLE server.
The following components are to be installed:
On the database server, use the CDROM Oracle 8 "SmarTeam

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

Installation
1. Check the Rollback Segment status as follows by selecting the
Start Programs ORACLE Enterprise Manager Storage
Manager command.
2. Log on using the username system and the password manager to
check the status.
The segment must be in status ONLINE mode (in red).
This task shows how to install the Smart Vault server. It can be done either on the
machine where the ORACLE server is installed or on another machine and is made up of
the following stages:
Installing the ORACLE Client
Setting Rights for NT Users and User Groups on the Vault Server
Defining User Authorizations to Access Smart Vault
Checking the Vault Installation
Creating Your Database Alias and Your Database
Creating a New Database from a Database Template
Creating Secured Vaults Automatically
Creating Secured Vaults Manually
Testing Secured Vaults for Your Server
Before starting check that you have the following CD:

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

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

Follow the installation procedure as described.
For more information about SmarTeam installation, refer to the SmarTeam
Documentation on the CATIA V5 Team PDM CD in the document
<DRIVE>:\SmarTeam_Documentation\Installation Documents\CATIA Team 4.0
Installation.pdf.
1. Select the Install menu to display the CATIA Team PDM setup utility installation
screen to select the required installation process.
The CATIA Team PDM setup utility installation screen appears.
2. Click CATIA Team PDM to commence installing the software.
The CATIA Team PDM installation program

will now be activated to take you through the
software installation process, starting with
the Welcome window, as illustrated.
3. After reading the contents of the Welcome window, click Next to proceed to the
next window, Registration.
4. In the Registration window, as
illustrated, personalize the program by
entering your name and company
details in the applicable fields.
5. Select Next to proceed to the next
window, Registration Confirmation.
6. In the Registration Confirmation

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

License Agreement window, click
Yes to proceed to the next window,
Main Installation Type.
8. In the Main Installation Type window,
as illustrated, click on the Server
button.
This installs CATIA Team PDM
Server software with the CATIA Team
PDM database on a server station
(Windows NT only).
The Choose Destination Location window now opens automatically, as illustrated.
In the Choose Destination Location

window, the Destination Folder area shows
the destination directory where CATIA
Team PDM program files will be installed.
9. Click on the Next button.

A setup warning message appears if
there is not enough space available on
the destination disk for the selected
installation setup type.
10. To select a new folder for installation,

click on the Browse… button to open
the Choose Folder window, as
illustrated. Enter a different valid path
and directory then click on the OK
button to close the window.
If the directory folder does not exist, a Setup warning message will appear to prompt you
to create the new folder.
In the Setup window, click Yes to create the new folder or click No to return to the
Choose Folder window and enter a new path and directory name, where applicable.
11. In the Choose Destination Location window, click on the Next button to proceed
to the next window, Select Components.
In the Select Components window,
the following components are already
selected by default and are
mandatory:
InterBase Server (selected if
the Vault Server is selected)
Vault Server (to be able to use
vaults).
12. Select the following (recommended

but not mandatory):
Vault Tools to manage your
secured vaults
Smart Tools to manage your
database (for instance with the
Wizard).
13. Click on the Next button to proceed to
the next window, Components to
Install.
14. In the Components to Install window,

as illustrated, scroll through the list of
selected components and verify that
the components selected are correct.
15. Click Next to proceed to the next
window, Vault Server Setup.
16. In the Vault Server Setup window, as

illustrated, scroll through the window
and read the details providing
information on security permissions
when setting up the Vault Server.
This is the text that appears:
Security permissions for vault installation
Before installation
The installation of the vault server creates user-groups, possibly at the

domain. The process must run in context of a user with proper security
permissions in order to create groups at the domain . The user is required
to be a member of the Administrators or Account Operators group.
The vault installation will also install the vault service. A user for the
service must exist at installation time. The user's security permissions
can be configured at a later time.
Vault Groups
It is required to supply a few parameters in order to create the vault
groups. The first is the server name at which they are to be created. The
second parameter tells whether to create the groups as GLOBAL or
LOCAL.Global groups at the domain server are known at the domain level.
Local groups are known only within one machine.
The next pair of parameters gives the Name and Description of the
Vault-Administrators group. The next pair of parameters gives the Name and
Description of the Vault-Users group. The last parameter is the name of the
local predefined "Everyone" group.
Service
The service is started in context of a specific account. This account must

be a member of the Vault-Administrators group. This way it gets all the
security permissions to execute all operations on the vault directories and
the files within them.
The service account must also have some special user rights at the machine
it resides. "Act as part of the operating system", "Log on as a service",
"Increase quotas". These special rights can be granted (MANUALLY) through
the "User Rights Policy" window of the "User Manager" utility. Choose from
the menu "Policies User Rights" in order to get into the "User Rights
Policy" window. You must check the "Show Advanced User Rights" checkbox in
order to see the special user rights in the combo-box. You may choose to
give these special rights to the Vault-Administrators group instead of
giving it to each user account. Any member of the Vault-Administrators
group will inherit these user rights.
After installation 1. Associate users to the vault groups.
17. Click Next to proceed to the next window, Select Groups.

In the Select Groups window, as illustrated,
the default folder name CATIA Team PDM
4.0 appears in the Program Folders text
box. This is the program name that will
appear in the Program Groups box on your
computer.
18. If necessary, type in a new program

name or select an existing folder from
the displayed list.
19. In the Select Directory window, as

illustrated, the default folders for Icon
Path, Help Path and Script Path
appears. If necessary, type in new
paths.
20. Click Next to proceed to the next window, Database Server Location.
21. In the Database Server Location

window, as illustrated, in the Host
Name field, enter the computer name
for the CATIA Team PDM Server
computer.
22. In the Directory field, enter, if
necessary, the directory path location
for installing the InterBase Server.
window, Local\Global User Groups.
24. In the Local\Global User Groups
window, as illustrated, select Local to
create vault groups in the local domain
– the vault groups will be created on
the local computer.
window, Vault Server Setup.
26. In the SmarTeam Vault Server Users

Groups window, as illustrated, in the
Name field enter the name of the
SmarTeam Vault administrator user
group. By default, the name of this
group is SmVaultAdmins.
27. In the Description field, enter an
identifiable description name for this
user group.
28. Click Next to proceed to the next window, SmarTeam Vault Clients Users
Groups.
29. In the SmarTeam Vaults Clients

Users Groups window, as illustrated,
in the Name field enter the name of
the SmarTeam Vault clients user
group. By default, the name of this
group is SmVaultUsers.
30. In the Description field, enter an
identifiable description name for this
user group.
31. In the Everyone field, enter Everyone
as the Everyone group name (the
default name).
window, Vault Server Service.
33. Click Next to proceed to the next window, Vault Server Service.
34. In the Vault Server Service window,
as illustrated, in the User Name field,
enter the administrator's user name
used for the Vault Server log on.
This user will run the Vault Service
and must belong both to the NT
Administrator group and the
SmarTeam Vault Administrator group.
The name chosen should be an
administrator on the local computer.
35. In the Password field enter the
password for the Vault Server log on,
i.e. the administrator's password.
36. In the Confirm Password, enter the
password exactly as entered in the
previous Password field.
37. Click Next to complete SmarTeam Server installation.
38. After successful installation, the Setup

Complete window appears, as
illustrated.
39. Select one of the two options for
rebooting your computer now or later
by clicking on the appropriate radio
button.
40. After successful installation, the Setup

Complete window appears, as
illustrated.
Click the Finish button.

Setting Rights for NT Users and User Groups on
the Vault Server
1. Select the Start Programs Administrative Tools (Common) User Manager

command. In this submenu the groups SmVaultAdmins and SmVaultUsers are
defined.
2. Select SmVaultAdmins.
3. In the toolbar, go to the submenu Policies User Rights.

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

Vault
The NT user running the Smart Vault service on the Oracle and Smart Vault
server machine must belong to the SmVaultAdmins group.
The NT user using Smart Vault capabilities as a client (like NT users logging onto
simple CATIA Team PDM client or CATIA Team PDM Administrator client
machines) must belong to the SmVaultUsers group.
1. Select the Start Programs Administrative Tools (Common) User Manager
command.
2. Double-click on the group name.
3. Select the Add button to display the Add Users and Group dialog box.
4. Select the domain and the user in this dialog box.
5. Select the Add button to add your user to the group.
6. Select OK to confirm that the user belongs to the group.
In the example above, there are three computers and three NT users:
user1, used on the server, belongs to the SmVaultAdmin and Administrator
groups
user2, used on the CATIA Team PDM Admin client machine, belongs to the
SmVaultClient group
user3, used on the Simple CATIA Team PDM client machine, belongs to the
SmVaultClient group.
For more information about Smart Vault installation, refer to:
SmarTeam Administrator Guide (Chapter 5, "Maintaining the Vault Server")
SmarTeam Vault Server Installation Guide.
Checking the Vault Installation
1. Select the Control Panel Services command and check to make sure that the
services InterBase Server and SmarTeam Vault Service are running (with the
status Started). Otherwise, select the service to highlight it, and select Start.
2. Check to make sure that in the document <DRIVE>:\Program Files\CATIA Team
PDM 4.0\LocalConfig\Smvlt32.ini the names of the groups are as follows:
VaultClientsUsersGroup=SmVaultUsers
VaultServersUsersGroup=SmVaultAdmins
EveryoneUsersGroup=Everyone
3. If you want to have a log file, set LogFileActive to YES.
4. Check to make sure that the prerequisite services for the SmarTeam Vault Service
are correct. To do this, go to Control Panel Services and select the Smart Team
Vault Service to highlight it then select Stop.
5. Run the SetServicedepency.exe in the folder:
<DRIVE>:\Program Files\CATIA Team PDM 4.0\Bin.
You must have the same prerequisite services as shown in the figure below
(InterBase Server, OracleService ORCL and OracleTNSListener).
6. If you have other services (for example, the Hasp Loader) select uninstall, remove
it by selecting the < pushbutton then select Install.
7. In Control Panel Services, select SmarTeam Vault Service to highlight it, and
select Start.
8. After a shutdown, check to make sure that the SmarTeam Vault Service is still
running.
Creating Your Database Alias and Your
Database
1. Go to the directory <DRIVE>:\Program Files\CATIA Team PDM 4.0\BDE and run
bdeadmin.exe.
2. Select Object New.
3. Choose ORACLE, then select OK.
4. Rename the name of your base from ORACLE1 to the name you wish, in our
sample we will use SmCATIAForTest.
5. In the field USERNAME,key in smarteam.
6. In the menu Object, select the item Exit.
7. Select YES to confirm the save of all edits to the BDE Administrator.
8. Wait for thirty seconds for the connections between Oracle and SmarTeam to be
set then rerun bdeadmin.exe.
9. Select SmCATIAForTest.
10. Select the field SERVER NAME.
11. Select the arrow to get the combo box list.
12. Select the name SmarTeam.world in the list.
14. Select YES to confirm the save of all edits to the BDE Administrator.
15. Rerun bdeadmin.exe.
16. Check to make sure that the alias has been correctly defined by selecting the alias
name SmCATAForTest in the tree. Open it by selecting the + in the tree and enter
the username smarteam with the password smarteam. If the alias icon name in the
database tree has a green border the alias is correct.
Your alias is created. You can now create the database.
Creating a New Database from a Database

Template
1. Select the Start Programs CATIA Team PDM 4.0 Administrative Tools
Smart Wizard command.
2. If required, select a template in the list.
3. Select the File Load Template command.

4. Select Add to add any alternative languages you may wish to add to Destination
Db.
5. Select the Tools Destination Data Base command, choose SmCATIAForTest

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

For more information, see the SmarTeam Vault Server Installation Guide and Chapter 5
of the SmarTeam Administrator’s Guide.
1. Check, in Control Panel Services to make sure that the SmarTeam Vault
Service is running (with the status Started).
2. On the server, log on as an NT administrator to use the administrative tools.
3. Select the Start Programs CATIA Team PDM 4.0 Vault Server Setup
command.
4. Log on as joe without any password.
5. Select the File Switch to DataBase command.

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

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

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

12. Shut down your computer to activate the vault server.
Creating Secured Vaults Manually

1. Check, in Control Panel Services to make sure that the SmarTeam Vault
Service is running (with the status Started).
2. On the vault server, log on as an NT administrator to use the administrative
tools.
To illustrate the creation of secured vaults manually, there follows the example of
the creation of a simple structure with only three vaults (Checked In, Release and
Obsolete). If you prefer, you can of course create a more complex structure.
For more information, see the SmarTeam Vault Server Installation Guide and the
SmarTeam Administrator’s Guide.
3. Create two shared folders on the computer, for instance:

SmTempForTest (the client’s temporary directory serves as a temporary
location for files as they are copied to/from a vault)
SmVaultForTest (the root folder for vault folder structure. In our sample this
structure will manage the following three life cycle object statuses: Checked
In, Release and Obsolete).
4. Select the Start Programs CATIA Team PDM 4.0 Vault Server
Setup command to create the new vault server based on the SmTempForTest
folder.
5. Enter joe as the user name without any password.
6. Select the File Switch to DataBase command.

You may have to add it to the list of available databases to be able to select it.
8. Key in smarteam as the database password.
9. Enter joe as the user name with the password.
10. Select the Options Vault Preference Flag command to activate the flag.
11. Right-click Vault Server to display the New Vault Server menu. Click on New
Vault Server to display the Vault Server Details dialog box.
12. Select TCP/IP as the vault server protocol.
Here are some definitions of the fields in the Vault Server Details dialog boxes:
Field Description
Vault node name Enter a name for the Vault Server.
Enter the path in the network to the
location where the Vault Server is
Vault node path
installed. Click on the browse button to
display a standard file selection window.
Define the location of the temporary
directories for SmarTeam users. The
client’s root path must be located on the
vault server's computer. The client’s
Clients root temporary directory serves as a temporary
location for files as they are copied to/from
a vault. Click on the browse button to
display a standard file selection window (in
our example SmTempForTest).
Choose the protocol for client/server
communication.
Vault server protocol
When you choose TCP/IP, its address and
port are displayed automatically.
If you are working with a TCP/IP protocol,
TCP/IP port
you can change the port.
13. Click OK to continue.

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

Test application is ready.
!!! Starting the Cycles !!! :-)
--- Cycle Left: 5 --- 11/5/99 6:32:25 PM
got working directory : \\TARGE\SmTemp\TARGE.
:( !!! Errors :
Warning No: 01181r
Failed to receive from socket.
System Error(10060):.
:( Failed to get security mode of 1st vault.
----- 11/5/99 6:32:36 PM
--- Cycle Left: 4 --- 11/5/99 6:32:36 PM
got 1st vault mode : Medium Security.
Copied file to 1st vault.
File VsT_TARGE_50.TXT exists on 1st vault.
Copied file from 1st vault to 2nd vault.
got 2nd vault mode : Medium Security.
Set RW to file on 2nd vault.
Set RO to file on 2nd vault.
Copied file from 2nd vault.
Deleted file from 1st vault.
Deleted file from 2nd vault.
------ 11/5/99 6:32:44 PM
--- Cycle Left: 3 --- 11/5/99 6:32:44 PM
------ 11/5/99 6:32:51 PM
--- Cycle Left: 2 --- 11/5/99 6:32:51 PM
------ 11/5/99 6:32:59 PM
--- Cycle Left: 1 --- 11/5/99 6:32:59 PM
------ 11/5/99 6:33:06 PM
!!! Finished the Cycles !!! :-)
8. You can now install ORACLE Clients on an NT Station from the CATIA V5 Team
PDM CD.
This task shows how to install the client for both the user and
administrator and comprises the following stages:
Installing ORACLE Clients
Installing SmarTeam Clients
Installing CATIA V5
Creating Your Database Alias
Testing Secured Vaults for Your Client
Selecting Vaults in the CATIA Team PDM Session
Installing Oracle Clients

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

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

Location window the
Destination Folder area
shows the destination
directory where CATIA
Team PDM program files
will be installed.
3. Click on the Next

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

Components to Install.
10. In the Components to

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

new program name or
select an existing
folder from the
displayed list.
13. In the Select

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

View directories.
15. Click Next to proceed
to the next window,
Database Server
Location.
16. In the Database
Server Location
window, as illustrated,
in the Host Name field
enter the computer
name for the CATIA
Team PDM Server
computer.
17. In the Directory field,
enter the directory
path location for
installing the
InterBase Server.
If you selected specific integrations in the Integration Plug-ins window

during the installation procedure, and you have MS Office 2000™ Word
and/or MS Excel installed, and the security level is set to High, the MS
Office Integration window will appear, prompting you to reduce the
security level to Medium.
18. Click Next to commence CATIA Team PDM Client software

installation.
After successful installation,

the Setup Complete
window appears, as
illustrated.
19. Click Finish button.
When using CATIA Team PDM in a CATIA V5 session, the integration
code can work in two ways:
In process: the integration code works in the same process as
CATIA V5
Out of process: the integration code works in a separate process
(called smarteam.exe).
By default, the integration code works in the same process as CATIA
V5.
It is usually better to set the integration code as running out of CATIA V5
process. To do so:
1. Locate and edit the file SmTeam32.ini located in the LocalConfig of
your CATIA Team PDM installation directory (this file is located in
C:\Program Files\CATIA Team PDM\LocalConfig\SmTeam32.ini).
2. In this file, locate the CATIA section. If the section does not exist,
just create it.
3. In the [CATIA] section, add the following line:
OutOfProcess=YES
Installing CATIA V5
1. Follow the standard installation procedure by choosing Product
TD1 (custom installation) and your current configuration.
2. Check the licensing selection.
3. Run a CATIA session.
4. Check in the Tools Options Licensing tab.

5. Select the products/configurations including the TD1 product.
6. If you have a CATIA Service Pack, install it by following the
standard installation procedure for CATIA Service Pack
installation.
Creating Your Database Alias

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

1. Select the command Start Programs CATIA Team PDM 4.0
CATIA Team PDM.
2. Enter the user name (joe) without any password.
3. Select the submenu File Switch to Database..., choose Add to

display the Available Databases dialog box then select
SmCATIAForTest from the list.
4. Click on OK, key in the password smarteam then click OK to
activate it.

Administrative Tools Vault Tester.
7. Reenter the user name (joe) without any password.
8. In the tab you should have the following message:
Db Name is: SmCATIAForTest Test application is ready.
9. In the submenu, select Log ON.
10. In the submenu, select File StartWorking. You should get the
same message that you saw on the vault server computer: (To see
this message, refer to the Vault Tester message.)
Selecting Vaults in the CATIA Team
PDM Session
On the CATIA Team PDM Administrator Client, do the following:

CATIA Team PDM.
2. To initialize the Vault directories for SmCATIAForTest and go to
the submenu Tools Vault Maintenance in the CATIA Team PDM
session.
3. Log on as joe without the password.
4. Select the tab Checked In.
5. Select Add.
The Vault Data panel appears.
6. Select All in the File type field select the logical name of the Check
In vault in the Vault Name field then do the same for the Obsolete
and Released vaults.
The logical names Checked In, Obsolete, Released are referenced
respectively.
You are now ready to use your vaults for your database.
At this step, you have installed your Software Environment for the server
and the clients.
Performing Additional Steps for
Administrator Client Installation
The task below shows you how to carry out extra steps on the administrator client
machine. It is made up of the following operations that are required before any simple
client can use the CATIA Team PDM installation:
Customizing the CATIA Team PDM Environment for CATIA Type Integration
Defining Default Values in CATIA Class Profile Cards
Setting an Automatic ID
Language Selection
Creating SmarTeam Users and Groups
Checking User Group Creation
Setting the Default User joe to Obsolete
Defining User Rights for SmarTeam Users and Groups
Checking Newly Defined User Rights
Customizing the CATIA Team PDM Environment

for CATIA Type Integration
See Defining CATIA File Types and Their Associated Tools in the task "Upgrading an
Existing Database from V5R2/V5R3 to V5R4".
Defining Default Values in CATIA Class Profile

Cards
1. In a CATIA Team PDM session, go to the submenu Tools Script Maintenance.
2. Enter the user name joe without any password.
3. In the tree, select CATIA on the left.
4. On the right, select the System tab.
5. Double-click on the cell located on the line Add and the column before.
6. In the file browser dialog box, double-click on SetDesc.BS and click OK to validate.
You now have SetDescription in the cell located on the line Add and the column
before.
7. Select the File Exit command.

8. Perform the steps described in Defining Default Values in CATIA Class Profile Cards
in the task "Upgrading an Existing Database to V5R4".
9. Perform the steps described in Defining CATIA Integration in the task "Upgrading an
Existing Database to V5R4".
10. Perform the steps described in Defining Default Property Mapping in the task
"Upgrading an Existing Database to V5R4".
Setting an Automatic ID
1. Perform the steps described in Defining Masks for Automatic IDs in the task
"Upgrading an Existing Database to V5R4".
Language Selection
On each CATIA Team PDM client, do the following:
1. Select the Start Programs CATIA Team PDM 4.0 CATIA Team PDM command.
2. Enter the user name joe and the password.
3. Select the submenu File Switch to Database... and select SmCATIAForTest from
the list.
4. Click on OK, key in the password smarteam then click OK to activate it.
5. Enter the user name joe but this time without the password.
6. Select Tools Language Selection.

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

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

A new user has now been created for CATIA Team PDM (with Administrative Functions).
This user can create new users, create projects or modify CATIA Team PDM Life Cycle
rights for other users.
Creating SmarTeam User Groups

On the CATIA Team PDM Admin client, open a CATIA Team PDM session and do the
following:
1. Select the Start Programs CATIA Team PDM 4.0 Administrative Tools Users
Maintenance command.
2. Log on as user TDMadmin with the password.
3. In the Administration dialog box, select the group icon or select the submenu
Security Groups.
4. In the Authorization Groups, select Add.
5. In the dialog box, enter SmarTeamAdmin for instance in the Group Name field to
create the group of SmarTeam administrators.
6. Select Apply to confirm the creation of this group.
7. In the dialog box, key for instance SmarTeamClient in the Group Name field in order
to create the group of SmarTeam clients.
8. Select OK to confirm the creation of this group. You can see that the dialog box has
been updated with the newly created groups
9. Select Close.
New user groups have now been created for CATIA Team PDM.
Users.
2. Select Add and create a user, TDMclient1, for instance, with the password.
3. Select Apply to confirm creation.
4. Create another user, TDMclient2, for instance, with the password.
5. Select OK to confirm the creation of this new user.
In order to simplify user access, you can create a CATIA Team PDM client with the same
user name and password as an NT user. For example, for an end user currently using
Andrew as the user name and AndrewPWD as the password for the NT login, in the last
step you would define the related PDM client user using Andrew for the user name and
AndrewPWD for the password.
Checking User Group Creation
In the Users dialog box, you can see the newly created users. (Note that these users have
been created by the user TDMadmin.)
1. Select TDMadmin in the user login list, select SmarTeamAdmin in the user group list
and click on the icon >.
You can now see that TDMadmin is a member of the SmarTeamAdmin group.
2. Select TDMclient1 in the user login list, select SmarTeamClient in the user group list
You can now see that TDMclient1 is a member of the SmarTeamClient group.
3. Select TDMclient2 in the user login list, select SmarTeamClient in the user group list
You can now see that TDMclient2 is a member of the SmarTeamClient group.
4. Select Close.
Users have now been created for CATIA Team PDM and belong to different user groups.
Setting the Default User joe to Obsolete
Users.
2. Select joe.
3. Select Delete then Yes to confirm.
4. Continue to select yes until the system no longer finds any reference to the user joe.
5. Click on Close to close the window.

The user joe is now obsolete and you will no longer be able to use it in CATIA Team PDM
for the SmCATIAForTest database.
Defining User Rights for SmarTeam Users and
Groups
1. Select the Start
Programs CATIA Team PDM 4.0 Administrative
Tools Users Maintenance command.
2. Log on as the user TDMadmin using the password (as created in Creating
SmarTeam Users and Groups along with the password.
4. In the User Authorization dialog box, select, in the class tree, Class Browser.
5. Select SmarTeamAdmin in the list and click on the Authorization groups and
Administrative functions.
6. Select Full Authorization.
All cells are selected.
7. Select Apply to confirm the rights for this group.
8. Select the CATIA Product leaf in the tree (by going to Class Browser Classes
Documents CAD Files CATIA), and select Show inherited authorization.
You can see that all cells are now selected in red (rights cannot be modified).
Administrative rights on CATIA are also available on CATIA Products for the
SmarTeamAdmin group.
9. Select users.
10. Select Class Browser in the tree.
11. Select TDMclient1 in the user list, select Full Authorization with no Administrative
functions then select Apply.
12. Select TDMclient2 in the user list, select class Browser in the tree, select Full
Authorization with no Administrative functions then select Apply.
13. Select CATIA in the tree (by going to Class Browser Classes Documents CAD
Files CATIA) then select Full Authorization.
14. Select all cells located on the line Release and New Release to deactivate these
rights for the client TDMclient2.
15. Select Apply.
16. Select Close to close the window.

The result of the operations you have just performed can be illustrated as follows:
As you can see three users now have different rights regarding the use of CATIA
documents:
TDMadmin: a CATIA Team PDM administrator with all rights (administrative
functions and system operations)
TDMclient1: with all rights (no administrative functions but system operations)
TDMclient2: cannot perform CATIA Team PDM release operations.
Checking Newly Defined User Rights
1. In the CATIA Team PDM session, select the Start Programs CATIA Team PDM
4.0 CATIA Team PDM.
2. Log on as joe.
You will be told that an illegal login occurred.
3. Log on as TDMadmin.
4. Go to the submenu Tools User Maintenance and log on as TDMclient1 using the
password.
All you can do is modify the password.
5. Go to the submenu Tools User Maintenance and log on as TDMclient2 using the
password.
All you can do is modify the password.
6. Go to the submenu Tools User Maintenance and log on as TDMadmin using the
password.
You have all administrator rights (i.e. administrative functions).
This task shows how to check that the installation of databases (with secured
vaults) has been successful. This involves the following operations:
Mapping CATIA File Types with Team PDM File Types
Creating a Project
Performing Lifecycle Operations on the CATIA Team PDM Admin Client
Checking In Your CATPart Document
Performing Lifecycle Operations on the Other CATIA Team PDM Client
Please bear in mind the following points:

From this point, you can log on as a simple Windows NT user to use
CATIA Team PDM as a simple client on any client computer.
Check, on the vault server computer, that after a shutdown, the Smart
Team Vault service is still running.
On each client computer, you can access your vault server computer
using the Windows explorer.
On the CATIA Team PDM Admin client, do as follows:
Mapping CATIA File Types with Team

PDM File Types
1. Launch a CATIA session.
2. Click the Connect icon or select the Team PDM Connect

command.
3. Enter a login with administrative privileges (for example, TDMadmin as
created in Creating SmarTeam Users and Groups along with the
password.
4. Select the Team PDM Tools File Type Management submenu.

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

5. Enter the project name in the project ID field.
6. Enter the description in the Description field.
7. Click OK to create your new project.
Your project is now recorded in your database.
Performing Lifecycle Operations on the
CATIA Team PDM Admin Client
On the Admin client:
1. Run a CATIA V5 session.

command.
3. Enter TDMclient1 as the username along with the password.
4. Create a CATPart document using the Part Design workbench.
5. In the CATIA submenu, select Team PDM Save as.

6. In the first save step, save your Part by means of the CATIA Save
dialog box.
7. In the second save step, in the CATIA Team PDM Save panel, select
the Documents item in the tree, select your project, select Add to
Desktop and Link to Project then select Save.
Your part is now recorded in your Data Base.
Checking In Your CATPart Document

1. You can now check in your Part. Select it then right-click and select the
submenu Check In (equivalent to clicking the Check In icon or

selecting the Team PDM Life Cycle Check In command).
2. Click OK.
Your part is now recorded in the Check In secured vault of your database.
1. In the CATIA submenu, select Team PDM Find Document by

Attribute.
2. In the Search dialog box, select the leaf Classes Documents CAD
Files CATIA CATIA Part.
3. Select Run to make your request.
4. Select your Part in CATIA Team PDM.
5. Select the tab Profile Card and the sub-tab Details
6. Check that the vault name is correct (with logical name).
7. In the tree, right-click on the part and select the submenu Edit.
The Edit lifecycle operation puts the Part in the Check Out state.
8. Select Yes to confirm the check-out operation.
9. Modify your Part.
10. Perform a Check In to save this new Part in the vault.
Your modified part is now recorded in your database in the secured vault.
Performing Lifecycle Operations on the

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

4. Select the item Add then select SmCATIAForTest.
5. Enter smarteam as the ORACLE database alias.
6. Enter TDMclient2 as the user name.
The current database is now SmCATIAForTest.
In CATIA V5, we are now going to carry out some lifecycle operations on the
Part created and modified on the CATIA Team PDM Admin client.
1. In the CATIA submenu, select Team PDM Find Document by

Attribute.
2. In the tree of the Search dialog box, select the leaf Classes
Documents CAD Files CATIA CATIA Part.
3. Select Run to make your request.
4. Select your Part in CATIA Team PDM.
5. Select the tab Profile Card then the sub-tab Details and check that the
directory is correct (with logical name).
6. In the tree, right-click on the Part and select the submenu Edit.
7. The Edit lifecycle operation puts the Part in the Check Out state.
8. Modify your Part.
9. Perform a Check In to save this new Part in the vault.
Your part is now recorded in your database in the secured vault from the
other client’s modifications.
You can also check to make sure that TDMclient2 is not authorized to do any
release operations. However, TDMclient1 has the rights to perform Release
and New Release operations.
This task shows you how to install a standalone station.
1. Switch your computer ON and wait for your computer’s operating system to start loading.
2. Insert the CD-ROM containing CATIA Team PDM software in the CD-ROM.
3. The CATIA Team PDM installation application is launched
automatically and appears on your screen, as illustrated, to
take you through the software installation process.
Note:
If for some reason the installation program does not appear on your screen, in the taskbar click on the Start button and
select Run to open the Run utility. In the Run Open line type D:\install.exe to run the installation setup program (where D
denotes the CD ROM drive in which the CATIA Team PDM CD is inserted.)
4. In the CATIA Team PDM setup utility window:
Click Product Overview to review the latest SmarTeam product information.
Click Contact Us to view a list of useful SmarTeam contact addresses.
Click Install to display the CATIA Team PDM setup utility installation screen to select the required installation process –
proceed to the next step.
Click Documentation to access SmarTeam installation documents located on the CATIA Team PDM CD-ROM.
Click Readme to read the latest product changes included in this version release but too late to be incorporated in the
product Guides.
Click Exit to exit the installation setup utility without installing CATIA Team PDM software.
5. After selecting Install in the previous step, the CATIA Team

PDM setup utility installation screen appears, as illustrated.
Click CATIA Team PDM to commence installing the software

6. The CATIA Team PDM installation program will now be
activated to take you through the software installation process,
commencing with the Welcome window, as illustrated.
Click Next to proceed to the next window, Registration.
Note:
Selecting Next at any time from a window during installation allows you to confirm your selection and to proceed to the
next window.
Selecting Back at any other time from a window during installation allows you to return to the previous window.
Selecting Cancel now or at any other time from a window during installation allows you to abort the installation setup
program without installing CATIA Team PDM software.
7. In the Registration window, as illustrated, personalize the
program by entering your name and company details in the
applicable fields.
Select Next to proceed to the next window, Registration

Confirmation.
8. In the Registration Confirmation window, as illustrated, verify that the details

entered in the Registration window are correct and click Yes to proceed to the next
window, License Agreement.
If the details entered are incorrect, click No to return to the Registration window and
make your changes, where applicable.
Note that the Serial Number is entered automatically and cannot be altered.
9. After reading the contents of the License Agreement window,
click Yes to proceed to the next window, Main Installation
Type.
10. In the Main Installation Type window, as illustrated, click on
the Standalone button .

This installs CATIA Team PDM Standalone software on a
local computer with the CATIA Team PDM database on the
same computer.
11. The Sub Installation Type window now opens automatically,

as illustrated.
In this window, click on the applicable button for your preferred

installation type, as described below:
Compact installation
Installs the program with minimum options necessary for software operation.
Typical installation
Installs all files and applications - recommended when installing the program for the first time.
Custom installation
Allows you to select the program components to install – recommended for advanced users.
12. If you selected Compact Installation, the Integration
Plug-ins window opens, as illustrated.
In the Integration Plug-ins window, click in the applicable

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

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

26. In the Select Directory window, as illustrated, the default
folders for Icon Path, Help Path and Script Path appears. If
necessary, type in new paths.
27. Click Next to commence CATIA Team PDM Standalone software installation.
The installation process now copies the selected files to the designated folders on your computer from the CD-ROM.
Progress is shown on the screen via the Setup graphics bar, as
illustrated.
28. If you need to abort CATIA Team PDM software installation at this stage,
click on the Cancel button in the graphics bar.
The View CATIA Team PDM Readme File window will now appear, prompting you to
view the CATIA Team PDM Readme file. This file contains all the latest product
information on CATIA Team PDM in this version release but too late to be
incorporated in the product Guides.
29. Click Yes to view the Readme File now or click No to continue with the software installation.
After successful installation, the Setup Complete window appears,
as illustrated.
30. Click the Finish button.
CATIA V5 needs to be configured for optimum use of Team PDM functionalities.
Localizing Linked Document Strategies
When working with documents from the Team PDM database, the
documents are first extracted from the vault and copied to a local folder
then loaded in the CATIA session.
There are two main folders:
the work directory containing all files that are checked out or
copied out of the vault
the view directory containing all files that are just viewed.
The consequence of this behavior is that each time a document is linked
to another document, the linked document should be searched for in the
folder containing the pointing document.
This behavior can easily be set in CATIA:
1. Select the Tools Options... command.

2. In the General category, click the Document tab.
3. In the Linked Document Localization section, locate and select the
Folder of the pointing document strategy.
4. Use the Activate button to activate this strategy.
5. Use the Up button to place this strategy at the top of the list.
Note that more information about linked document localization strategies
can be found in Document in the CATIA - Infrastructure User's Guide
Version 5.
When extracting documents from the vault, you can also specify different
Work directories for each extracted file (by changing the default directory
in the life-cycle window). In this specific case, the Folder of the pointing
document strategy will not be able to recover the linked documents.
Another strategy, called SmarTeam Database has to be used. This
strategy will ask the SmarTeam database where the linked document
has been copied.
Deinstalling
This task shows how to deinstall CATIA V5, CATIA Team PDM and
ORACLE. Deinstalling involves the following operations:
Deinstalling CATIA Team PDM
Cleaning Your Environment
Deinstalling CATIA V5
Deinstalling the ORACLE Database

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

You have successfully deinstalled CATIA Team PDM and must now
clean your environment manually. Do as follows:
1. Go to the submenu Start Programs Administrative tools

(Common) User Manager:
2. Select the group SmVaultAdmins, click the Delete button and
confirm deletion by selecting YES. Delete the SmVaultUsers group
also.
Deinstalling CATIA V5
Once CATIA Team PDM has been deinstalled, you must also deinstall
CATIA. To find out how to do this, see "Deinstalling CATIA Version 5 on
Windows" in the CATIA - Infrastructure User's Guide.
Deinstalling the ORACLE Database

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

Updating a Drawing
CATIA Team PDM is an easy-to-use Product Data Management
solution.
Each time you create a document in CATIA , a Part for example, the
document should be stored in the CATIA Team PDM database. Once
this is done, you will be able to use the various CATIA Team PDM
features to manage your data – searching, sharing, versioning.
validating, etc.
To help you manage your project successfully, CATIA Team PDM
allows you to define CATIA Team PDM projects and folders.
Here is an example of a project called Hack-Saw containing folders:
From now on, let’s assume you are a designer called joe.
To work in the CATIA Team PDM environment and use the
functionalities available in the Team PDM menu, you will first have to
connect to CATIA Team PDM.
1. Launch a CATIA session.

command.
The CATIA Team PDM User Login dialog box appears:

4. Click OK.
Now you are connected, go on to the next task in this section to see just
how easy and useful CATIA Team PDM can be.
Suppose you are a designer and you have to modify a released Valve assembly. Your work will consist in adding a round handle to
the arm of this valve. This task will show you how to create a new Part (the round handle) and store it in the CATIA Team PDM
database.
A CATIA session is open and you are already connected to CATIA Team PDM. If this is not the case, see Connecting to the
Database.
This task is made up of the following stages:

Creating the Round_Handle.CATPart Document
Declaring the New Document in the CATIA Team PDM Database
Applying Modifications to the Declared Document
Storing the Document in the CATIA Team PDM Vault
Creating the Round_Handle.CATPart Document

For more information on how to use the Part Design workbench, see the CATIA - Part Design User's Guide Version 5.
1. Select the File New menu item.

2. Select Part in the New dialog box.
3. Select the OK button.
You are now in the Part Design workbench.
4. Select the xy plane, then select the Insert Sketcher... menu item or the corresponding icon in the toolbar:
5. Create a circle with a radius of 12mm:

6. Exit the Sketcher using the icon.
The newly created circle is now selected.
7. Create a Pad with a length of 50mm:
8. Select the zx plane then select the Insert Sketcher... menu item or the corresponding icon.
9. Create a circle with a radius of 1mm located at H=0mm and V=3mm:
10. Exit the Sketcher.
11. Create a new Pad with this new circle giving it a length of 18mm and using the Mirrored extent option:
12. Select the zx plane then select the Insert Sketcher... menu item or the corresponding icon.
13. Create a half-circle with a radius of 30mm located at H=0mm and V=75mm:
14. Exit the Sketcher and create a shaft using this half-circle and the vertical axis of the first pad.
The part should now look like this:
Declaring the New Document in the CATIA Team PDM Database

1. Check first that the TeamPDM Batch Mode Save menu option is not active. Deactivating this option allows you to provide
extra information when declaring the new document. (If the option is active, the document will be declared with default
information.)
2. Click the Save icon or select the Team PDM Save command.
The Project Manager dialog box is now displayed. It allows you to define:
the project and
the folder:
where you want the new document to be stored.
3. Select the icon to select the Valve project:
The project folders are now displayed.

4. Select the + sign to the left of each folder to see which documents are already stored in the folder:
5. Select the Mechanical Data folder then click on the Save button.
As the Batch Mode Save option is not active, the Profile Card of the new document is now displayed. (If the Batch Mode Save
option is active, the profile card will contain all the default values).
6. Enter Round_Handle in the description fields as shown below:
7. Select OK.
The CATIA Team PDM: Documents window is now displayed. The part just saved is selected on the left-hand side.
8. Click on the various tabs on the right-hand side to see all the information related to the document. Select the Viewer tab for
example to see a preview of the part. This preview is stored in the database together with the Part document:
9. In the same way, back in the Profile Card tab, select the Details tab to see information related to the file (file name, directory,
etc).
10. Close the CATIA Team PDM: Documents window by clicking on the Close button.
At this point, you have declared your Part and entered database information such as the project and the folder. It can now be seen
by the other database users but cannot be used or edited by them.
Applying Modifications to the Declared Document

Whenever you want to see database information associated with the document, use the Locate Active Document icon or the
TeamPDM Locate Active Document:
1. Click the Locate Active Document icon or select the Team PDM Locate Active Document command.
The CATIA Team PDM: Documents window is now displayed. You can see that most of the Engineering Information is not
defined:
2. Back in CATIA, select the Part1 item in the graph then right-click and select Properties.
3. Select the Product tab and complete the various fields as follows:
This updates the database information related to the document.
As the document has already been declared in the database you are not prompted to enter any information.
6. Click the Locate Active Document icon or select the TeamPDM Locate Active Document command.
In the displayed CATIA Team PDM: Documents window, you can see that the profile card is updated based on the
modifications you have made to the document:
7. Close the CATIA Team PDM: Documents window by clicking the Close button.
Applying a Material to the Part

1. Select the Round Handle item in the graph.
2. Click on the Apply Material icon .

A Library (ReadOnly) dialog box is now displayed.
3. Select the Metal tab, then select Aluminium.
The material is now applied to the part.
6. Click the Locate Active Document icon or select the TeamPDM Locate Active Document command.
In the displayed CATIA Team PDM: Documents window, you can see that the Material field now shows the name of the
selected material (Aluminium).
Storing the Document in the CATIA Team PDM Vault

Now that you have finished the design of your round handle, you will want to store it in the CATIA Team PDM vault so that:
the document is stored in a safe place
it can be used by all other users.
1. Click the Check In icon or select the Team PDM Life Cycle Check In command.
2. The Check In dialog box is now displayed:
This window allows you to perform the operation with a minimum number of interactions. If needed you can select the
Advanced... button to access more options for the operation. For the purposes of this task we will use this simplified version.
3. Enter some notes in the Comment: area.
4. Select the OK button to start the operation.
5. The CATIA Team PDM: Revisions of ... window is now displayed. You can check that the status of the document is now
Checked In. In the same way, by selecting the Details tab, you can check that the file has been moved to the "CHECKED IN"
vault:
Summary
In this task you have learned how to:
declare a document in the CATIA Team PDM database
update database information when you modify the document in the CATIA session
store the document in the CATIA Team PDM vault.
This task shows how to draw the views of the Round_Handle.CATPart document already created in Storing a New Part in the Database in
compliance with user-defined standards and using a predefined title block.
The template document used for this task has already been defined and created by the administrator between CATIA and CATIA Team
PDM (see Creating a Template Project).
A CATIA session is open and you are already connected to CATIA Team PDM. If this is not the case, see Connecting to the Database.

Looking for the Round_Handle.CATPart Document
Creating a New Drawing of the Part from a Drawing Template
Saving the New Drawing in the CATIA Team PDM Database
Cleaning the View Directory
Looking for the Round_Handle.CATPart Document
1. Click the Find Document icon or select the Team PDM Find Find Document command.
The Search Editor window is displayed.
2. Select the Add Search by Attribute button to create a new search.
The Search by Attribute window is displayed.

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

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

The Project Manager dialog box appears:
2. If the project Valve-CATIA is not selected, click on and select the Valve-CATIA project.
3. Select the Generated Drawings folder.
4. Click on the Save button.
The profile card of the drawing document appears.
5. Enter Round_Handle in the description fields as shown below:
6. Click on the OK button.

The profile card for the sheet of the drawing now appears:
The drawing is now declared in the CATIA Team PDM database. Its sheet is likewise present in the database.
The Check In dialog box is now displayed.
The CATIA Team PDM: Revisions of... dialog box now appears.
10. On the left-hand side, right-click on the drawing and select the Open Views Composed Of List menu item. The Children of CATIA
Drawing... dialog box appears in a new window.
11. Select first the Links tab then the Document tab.
You can see that the link between the drawing document and the Part has been stored in the database:
12. Close the Round_Handle.CATPart document.
Cleaning the view Directory

This step consists in removing from the view directory the file copied whose description contains the field Round_Handle and as such is not
absolutely necessary.
1. Select the TeamPDM Tools Local Files Explorer menu item.

The Local Files Explorer window is displayed.
2. Select the catprt-0061.catpart document.
3. Check that the Part is located in the view directory:
4. Check to make sure you have selected the right Part.

5. Right-click on the Part and select the item Show Profile Card.
The profile card appears in a new window as shown below:
6. Close the CATIA Part window.

7. From the Local Files Explorer menu, select File Delete.
8. Close the Local Files Explorer window.
In the previous task, as a designer, you created a new Part called Round_Handle which you then stored in the database. In
this task, your job will be to add this part to the Valve assembly that is already released in the database. You will have to
find the subassembly to be modified, create a new release of it, add the part then check the assembly back into the
database.
A CATIA session is open and you are already connected to CATIA Team PDM. If this is not the case, see Connecting to
the Database.

Looking for the Assembly to Be Modified
Creating a New Release of the Subassembly
Adding a Part to the Assembly
Checking the Assembly Back into the Database
Looking for the Assembly to Be Modified
The Search Editor dialog box is now displayed.
2. Locate and select the All CATIA Product query:
3. Select the Run button to run the query. A new dialog box is now displayed showing the result of the query.
4. Locate and select the BUTTERFLY_VALVE_ASSEMBLY then right-click and select the Open Views Top down tree
item:
A Documents window is now displayed showing the whole Valve assembly.
5. Select the ARM_ASSEMBLY subassembly then the Viewer tab to check that it corresponds to the subassembly you
want to modify:
Creating a New Release of the Subassembly

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

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

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

1. Select the ARM_ASSEMBLY item in the CATIA graph.
2. Click the Insert Document icon or select TeamPDM Insert Part/Product... Find Document.
3. Select the Add Search by Attribute button:

The Search by Attribute dialog box is now displayed.
4. On the left-hand side, locate and select the CATIA Part class then, on the right-hand side, enter *handle* in the
Description field, as shown below:

A new dialog box is now displayed showing the result of the query. There should be only one part i.e. the
Round_Handle part that was stored in the database in Storing a New Part in the Database.
6. Select the Round_Handle part then click on the OK button.

The Round_Handle part is added to the ARM_ASSEMBLY document.
7. Use the CATIA manipulation tools to put it in the right location. The result should look like this:
Checking the Assembly Back into the Database
The Check In dialog box is now displayed:
2. Select the OK button to proceed.
Summary
In this task you have learned how to:
create a new release of a document
use different views ("top down tree") of the documents stored in the database
create simple queries "by attribute"
retrieve stored documents to build your assembly.
A new release of a subpart of the Valve assembly has been created and checked in the database. This subassembly is used in the Valve
main assembly. A new release of this main assembly has to be created.
A CATIA session is open and you are already connected to CATIA Team PDM. If this is not the case, see Connecting to the Database.

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

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

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

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

Looking for the Drawing
Updating the Drawing
Releasing the Updated Drawing
Looking for the Drawing

All drawings of the Valve assembly are stored in a folder called Generated Drawings. We now have to display the contents of this folder.
1. Select the TeamPDM Find Find Document by Example menu item.

The Search by Example window is now displayed.
2. Drag the Folder class to the Participating classes area.
3. Do the same with the Project class:
4. Drag the Description field of the Folder class to the grid in the bottom right of the window.
5. Enter the *Drawing* string in the Condition row.
6. Drag the Description field of the Project class to the grid in the bottom right of the window.
7. Enter the *Valve* string in the Condition row. The window should now look like this:
A Project window is now displayed containing the Generated Drawings folder of the Valve-CATIA project..
9. Select the + sign to display the folder's contents:
10. Select the Generated Drawings folder then right-click and select the Associated Objects Dependencies menu item.
The dependencies of each drawing are displayed:
Note that some drawings refer to documents that do not reflect the latest revision. You can detect this kind of document by means of
the small red dot at the bottom left of the icon indicating document status.
Updating the Drawing

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

Releasing the Updated Drawing
1. Select the TeamPDM Life Cycle Release menu item.
The Release dialog box (in its simplified form) is now displayed.
Basic Tasks
Finding and Working with Your Documents

Managing Parts
Managing Assemblies
Managing Drawings
Data Structure
Finding and Working with Your
Documents
Locating Parts, Products and Drawings is an essential task, but it can be
time-consuming when creating complex Assemblies. CATIA Team PDM provides
a number of powerful functions which enable you to locate a document in the
CATIA Team PDM data structure.
The following CATIA Team PDM tools work together to help you find and modify
any CATIA V5 document:
Find Use the Find options to run a search and locate specific
documents that match the search criteria. These documents
are listed in a search results list. See Finding.
Browse Browse through each document in the list. Each time you
select a document, its Profile Card is displayed. You can view
general attributes of the document as well as its revision
history. In addition, you can view a thumbnail image of the
document in the Viewer page. See Browsing.
Find out Keep track of all the Assemblies that use a particular document
where a as a component before you begin to modify the Part/Product.
document is See Finding Out Where a Document Is Used.
used
View When you locate the exact document that you were searching
for, you can launch it directly into CATIA V5, for viewing and
inspection.
Edit When you locate the exact document that you were searching
for, you can launch it directly into CATIA V5, and modify it
accordingly. See Editing.
Save When you have finished your modifications, save the

document. The Profile Card (and appropriate revision history)
is updated accordingly. See Saving a Part, Saving an
Assembly or Saving a Drawing.
Modifying a Search
Creating a Search
Finding
Locating Parts, Products and Drawings is an essential task, but it can be time-consuming when
creating complex Assemblies. CATIA Team PDM provides a number of powerful functions which
enable you to locate and retrieve a document from the CATIA Team PDM data structure.
CATIA Team PDM provides several search tools:
Find Document: This option enables you to view the previously defined searches. From the
Search Editor window, you can:
run a previously defined search (see Running a Predefined Search)
modify a search (see Modifying a Search)
create a new search (see Creating a Search).
Each search may contain numerous search criteria. The results of the search are listed in a
search results list. You can browse through the displayed list and view the Profile Card for each
one. You can also select a document and launch it into CATIA V5.
Browsing
After you run a search, the search results are listed in a search results list. You can then browse
through the list to identify a specific document.
CATIA Team PDM enables you to view CATIA Parts, Drawings and Products in the Viewer page. This
enables you to browse through the database and view the most recent image of a document, as
displayed in CATIA V5.
Browsing through the Viewer page provides a means of searching for and identifying a specific
document. For example, after running a search, the search results are displayed in a list. You can view
the image of each of these documents and launch one into CATIA V5, if you wish.
Editing
When you have located a document, you can quickly launch it into CATIA V5, as described below.
1. From any CATIA Team PDM window, select a document.
2. Right-click to display a drop-down menu and choose Edit.
Shortcut: Double-click on the document to launch it into CATIA V5.
If the document is checked into a vault, you must check it out of the vault in order to open it
in CATIA V5. A message is displayed prompting you to check out the document. Click OK.
In the displayed Check Out window, click OK to check the document out of the vault. The
document is then launched into CATIA.
This option enables you to view the previously defined searches. From the Search Editor window, you can:
run a previously defined search.
modify a search.
create a new search.
Once a search is defined and saved, you can run it over and over again. This powerful search tool can help you find your
documents quickly and efficiently.
For example, you may have a search called New Parts whose search criteria is based on a specific creation date. Each time
you run the search, you can locate the newest CATIA Parts. A search may contain several search criteria. The results of the
search are displayed in a search results list. You can browse through the displayed list and view the Profile Card for each one.
You can also launch a document straight into CATIA (by right-clicking on the document and choosing Edit).
The Search Editor window is displayed, as shown below:
From the Search Editor window, you can modify, delete or run a previous search, or create a new search.
Click Run to run the selected search and display the search results, as described in step 2.
Click Modify to modify the attributes of a previously defined search, as described in Modifying a Search.
Click Add to create a new search, and point to By Attribute or By Example to define a new search. See Creating
a Search by Attribute or Creating a Search by Example for details.
Click Delete to delete a previously created search.
2. Choose a search and click Run. The results are displayed in a search results list, as shown below:
You can browse through the document displayed in the list. Each time you select a document, its Profile Card is shown
on the right.
Modifying a Search
You can modify a search by changing the search criteria. This enables
you to customize searches to help you narrow down a search and find
the exact documents that you need.
For example: A predefined search displayed in the Search Editor window
is called All CATIA Parts. You can modify this search to locate all
CATIA Parts with the word Cog in the Description attribute or that are
Approved. In this manner, you can narrow the search to locate the
documents that you need.
1. Click the Find Document icon or select the Team PDM Find
Find Document command.
The Search Editor window displays the previously defined
searches.
2. Choose a search and click Modify. The Search by Attribute
window appears with the current search attributes.
3. Modify the search attributes and click Run.
You can save the modified search as a new search: In the Search by
Attribute window, select the Save As button name, then enter the new
search name in the Search name field and click Save.
Creating a Search
CATIA Team PDM enables you to create your own search by defining search attributes for a specific class of documents. CATIA Team PDM
provides two options for creating new searches:
Find Document By Attributes option: This option enables you to create a search from one class of documents. You must define search
criteria for it by entering search information in the attributes fields. You can then run the search to locate the documents in the selected class
that match the search criteria. See Creating a Search by Attribute.
Find Document By Example option: This option enables you to create an advanced search from multiple classes, based on the attributes in
these classes as well as the attributes in the relationship (link) between these classes. You must choose CATIA Team PDM classes, select
attributes and define search criteria. You can then run the search to locate the documents in the selected classes that match the search
criteria. See Creating a Search by Example.
Creating a Search by Attribute
1. From the Team PDM menu, point to Find and choose Find Document By Attributes. The Search Details window is displayed,
as shown below:
The Search Details window is also displayed when you click the Add button in the Search Editor window and choose By
Attribute.
2. Select a class. When you run the search, CATIA Team PDM will locate the documents that match the search criteria from the
selected class.
The window opens to display the Profile Card of the selected class, as shown below:
3. Define search options by checking the appropriate checkboxes.
In the Match Case field, check the checkbox if you want the search results to match cases (lower or upper case) with the
information provided in the search criteria fields. This is important since database items are case sensitive.
In the Retrieve Only Last Public field, check the checkbox if you want the search to display only the last pubic revision of
the documents that meet the search criteria (the latest documents that are checked in or released).
In the Make a Search Public for All Users field, check the checkbox if you wish to make this search public. All users can
view and run this search from the Search Editor window.
If you do not check this checkbox, the search will only appear in the Search Editor window for the user who created it.
4. Enter the properties of the search in the displayed Attributes fields.

Follow these guidelines:
If you enter information in two or more fields, the search will locate those documents that satisfy the entered criteria.
You can enter multi-field search conditions, enabling more than one value per field. For example, you can enter in the
Project ID field 1..6|12..18, which means that the search will find the project IDs that range from 1 to 6 or 12 to 18.
You can choose to leave these fields blank. The search will then display all the documents in the selected class.
5. Click on the button.

The following window is displayed, allowing you to choose those attributes that will be displayed in the resulting Search Results
window:
The Attributes List box shows all the attributes for the class.
The Selected Attributes box shows the selected attributes that will be displayed in the search results list.
Use the arrow buttons to move attributes into the Selected Attributes list.
Use the Move Up/Move Down buttons to determine the order in which these fields will be displayed.
Click OK.
6. Click Run to run the search. The results are displayed in a Search Results window. However, the search definition has not yet
been saved.
7. To save the search:
Click Save to save the search. This search (as it was named in step 2) will subsequently be displayed in the Search Editor
window.
Click Close to exit without saving.
Creating a Search by Example
1. From the Team PDM menu, point to Find and choose Find Document By Example. The Search By Example window is
displayed, as shown below:
2. Name the search in the Search Name field.

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

From the tree on the left side of the window, choose a second class, and drag it to the work area. The attributes of the second
class are displayed in the work area as well as the attributes of the link between the two classes.
In the Link Attribute list, you can display general link attributes or the hierarchical link attributes: Right-click on the list and
choose the appropriate option.
7. From an attribute list, select an attribute and drag it to the grid at the bottom, right area of the window.
The selected attribute is displayed in the Field row.
8. Define search conditions for the attribute as follows:
Place a checkmark in the Sort row to sort the search results list according the selected attribute.
Place a checkmark in the Show row to show the selected attribute in the search results list.
Place a checkmark in the Unique row to filter the search results so that only unique documents are displayed: If more than
one document meets the specified conditions, only the first document is displayed.
Enter search criteria in the Condition row for the selected attribute.
For example: For the CATIA Product class, the State attribute is dragged to the grid. In the Condition field, you enter
Released. The search will find the Products whose state is Released.
Enter additional search criteria in the Or field.
For example: Enter Checked In in the Or field. The search will find those Products whose state is Released or Checked
In.
9. Select additional attributes and define search conditions for them. When you run the search, CATIA Team PDM will find those
documents that meet the search criteria for all the attributes displayed in the grid (meaning an And condition exists between each
column of attributes).
For example:
From the CATIA Product class, the State attribute is selected and dragged to the grid. In the Condition field, you enter
Released. In the Or field, you enter Checked In.
From the CATIA Product class, the Description attribute is selected and dragged to the grid. In the Condition field, you
enter *cog.
When the search is run, the search results list will display those documents from the CATIA Product class whose state is
Released or whose state is Checked In and whose description includes the word cog.
If you select attributes from more than one class, the search will locate only those documents that meet the search conditions for
both classes.
For example:
From the CATIA Product class, you drag the State attribute to the grid and define the Condition as Checked In. In the Or
field, you enter Released.
From the CATIA Part class, you drag the State attribute to the grid and define the Condition as Checked In. In the Or
field, you enter Released.
When the search is run, the search results list will display those Products that are released or checked in whose Parts are also
released or checked in.
10. After the search is defined:
Click Run to run the search. The results are displayed in a search results list. You can browse through the documents in
the list to display the Profile Card for each document. You can also launch a document directly into CATIA.
Click Save to save the search. This search (as it was named in step 2) will subsequently be displayed in the Search Editor
window.
Click Close to exit without saving.
When you open a Part or Product in CATIA, it is essential to keep track of all the Assemblies that use this particular document
as a component before you begin to modify the Part/Product. CATIA Team PDM enables you to locate all the parents of any
document (using the Where Used option). This is particularly helpful when working with large Assemblies with many
sub-Products and Parts as components.
When you choose the Where Used option, CATIA Team PDM displays a window which lists all the parents of the document.
You can then browse through the list to view the parents (Assemblies) of the Part/Product, and you can launch any of these
documents into CATIA.
1. Display a Part/Product in CATIA. Remember you can launch any document using the CATIA Team PDM Edit option.
2. Choose Where Used item in the Team PDM menu.
A Where Used window is displayed listing all the parents of the Part.
You can browse through the list to view the Profile Card of each document. You can also right-click on a document and
choose Edit to launch the document into CATIA.
Managing Parts
After you create a Part in CATIA V5, save it in the CATIA Team PDM database by
choosing one of the SmarTeam Save options. This enables you to manage all your
Parts using the CATIA Team PDM tools.
After you save the Part, check the Part into the SmarTeam vault by choosing the Life
Cycle/Check In option. The Part is placed into the Checked In vault.
As you design Parts and Products in CATIA, you often need to modify an object again
and again. It is essential to locate the right document; often a time-consuming task.
CATIA Team PDM enables you to locate a document and launch it into CATIA quickly
and easily.
The following steps illustrate how CATIA Team PDM can assist you in locating and
launching documents.
In addition, CATIA Team PDM enables you to locate all the parents of any document
(using the Where Used option). Refer to "Finding Out Where a Document Is Used" for
details.
In order to modify this Part in CATIA you must launch the Part into CATIA (by
double-clicking on the Part name or choosing the Edit option). You are prompted to
check the Part out of the vault, thereby creating a new version of the Part. When you
wish to place the Part into the vault for safekeeping, you can check it back into the
vault (using the Life Cycle/Check In option).
In this manner, CATIA Team PDM manages and protects all revisions of a Part.
Checking Out a Part

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

If a Part is displayed at your desktop in read-only mode, you can check it out in order to modify the Part.
When is a Part displayed at your desktop in read-only mode?
You previously checked in the Part, and a copy or the Part remained at your desktop in read-only mode, as described in
Checking In a Part.
You previously copied a file to your desktop (using the Copy File option).
To check out a Part from the vault (when the Part is displayed at your desktop in read-only
mode):
1. Activate the document containing the Part.
2. From the Team PDM menu, select Check Out item.
3. Fill in the attributes, as described below, or accept the default attributes.
4. Click OK. The Part is re-displayed at your desktop and it can now be modified.
Checking Out a Part from a CATIA Team PDM Window

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

1. Run a search to locate the document that you wish to check out:
Click the Find Document icon or select the Team PDM Find Find Document command.
Select a search and click Run. The search results are displayed in a search results list.
Browse through the list to locate the document you wish to modify.
2. Select the document, and right-click to display a dropdown menu. Choose Edit.
A message is displayed prompting you to check out the document:
3. Click OK to continue.
The Check Out window is then displayed, as shown below:
This window is also displayed when you choose the Life Cycle/Check Out option from the Team PDM menu.
On the left side of the window, the Check Out icon appears to the left of the selected document. On the right side of the window,
the revision number is automatically proposed by CATIA Team PDM although you can assign a new revision to the document.
4. Fill in the fields in the Check Out window (optional) and click OK. The status of the document is automatically changed to
Being Modified.
You may now work with the Part in CATIA V5 and modify it. Remember to choose the SmarTeam Save option to save these
changes and update the Profile Card.
To check the document back into the vault for safekeeping, follow the instructions provided in Checking In a Part.
The following describes the fields in the Check Out window:

Attribute Description
Revision The left revision field is the source revision identifier and the right field is the new revision.
You may enter a different revision identifier in this field although it is not mandatory.
New Branch Click this option to enable you to create parallel branches of a revision based on the same
file. Each branch will be assigned a different revision number consisting of 3 characters
(a.0.1 and a.0.2 for example) instead of the standard revision number consisting of 2
character (a.0 for example).
For example: You may have a document named Pump*55. If the Branching value is Yes,
two separate users may check out the file and each can create a new revision of this file.
Two different revision numbers will be assigned to these files respectively (a.0.1 and a.0.2)
and they can both be modified simultaneously.
Note: This field may be disabled according to the life cycle preferences defined by your
administrator.
Application Reference File Automatically displays the file name as it was created in a CAD system
Name
File Name You may enter another file name that will be assigned to the file in the vault
Directory The directory path of the vault in which the document will be located is automatically
displayed. If you are using the vault server, the name of the generic server is displayed and
the destination vault dropdown menu enables you to specify the generic destination vault in
which the document will be located
Phase Click an option from the dropdown list to define the phase of this revision. This field is
descriptive only and does not affect revision status
Notes You may enter a comment in this field
Copy General links on Check Choose Yes from the dropdown list to copy general links from the previous to the newly
Out/New Release created revision
Copy links to children on Choose Yes from the dropdown list to copy all the links to children in the current revision to
Check out the new revision
Replace local files on Check Choose an option from the dropdown list:
Out from vault Yes - to replace all local files that were copied during the Check Out operation.
Yes for copied files - to replace the file if a copy was made of this file during an
earlier operation.
Ask - to prompt the user before making a copy of the file.
Set As Default Click this option to assign the same check out information for all document revisions such as
phase, effective dates, and notes.
Saving a Part
Saving a Part will involve one of the following tasks:
Saving a Part for the First Time
Saving a Part After Modifications
Saving a Part with its Associated Design Table
Every CATIA Part should be saved into the CATIA Team PDM database. After you create a new Part or modify an existing Part,
choose one of the SmarTeam Save options.
The CATIA Team PDM integrated menu provides two methods for saving documents:
Save: Saves the document into the CATIA Team PDM database.
Save As: Saves the document into the CATIA Team PDM database and defines the project and the parent folder of the
document. For example, you can save the new Part as a child of the Beta Parts Folder in the Drive Shaft project.
After you choose a SmarTeam Save option, a CATIA Part Profile Card is displayed in the Object Attributes window, as shown below.
After you fill in the attribute fields and click OK, the Part is saved in the CATIA Team PDM database.
Your administrator may customize the Profile Card (see Chapter 3, "Modifying a Profile Card" of the SmarTeam Administrator's Guide.
This window will reflect the appearance of the Profile Card used in your CATIA Team PDM application.
If you choose to work in Batch Mode Save mode (by checking the Batch Mode Save option from the Team PDM menu), a new
Profile Card is not displayed. Instead, the Part is saved in the CATIA Team PDM database with the default attributes. You can update
the Profile Card attributes at any time.
In the Profile Card, the following information is displayed automatically:

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

This process describes how to save a Part to the CATIA Team PDM database for the first time. Subsequent saves are described
below.
1. In CATIA V5, create a new Part.

2. From the Team PDM menu, choose Save..
3. A Project Manager window appears.

In this window you can define the project and the parent folder to which the document belongs.
If the document is already saved, the CATIA file name is displayed.
You can define the level of sub-branches displayed in the project selection tree and/or the object selection tree.
4. Choose a project from the Project Tree. The Part will be saved as a document in the selected project.
5. Choose a parent folder from the Object Tree. The Part will be saved as a child of the selected parent folder. For example, you
can save the new Part as a child of the Beta Parts folder.
6. Click Save.
The Object Attributes window is displayed with a CATIA Part Profile Card, as shown above.
The classes displayed in the dropdown list are defined by your administrator.
7. It is recommended to enter a name for the Part in the Description attribute.

8. Select the tabs to review default information about the file.
9. If you wish to save the Part to a different class, click the arrow to the right of the Select class box and choose a class.
A new Profile Card is displayed in the Object Attributes window.
Select the Details tab. If the document is new, the File Name field is empty.
There are two ways to save: Either you give your Part a file name or you let the Save function define a name for your Part.
If you leave the field blank, the name is built using the CN_ID attribute.
10. Check the Save in Desktop checkbox to link the Part directly to a project:
This option is not displayed in the Object Attributes window if you selected a project and parent link in step 4.
11. Specify the attributes for the Part and click OK. CATIA Team PDM automatically saves your file to the database, giving it a
unique identity, where it can be easily found for later use.
By default, the text entered in the Description field is displayed in the tree browser next to the ID number. It is useful to assign a
meaningful name to the document in the Description field.
If you now want to check in the document, see Checking In a Part.
Saving a Part After Modifications

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

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

The different tasks below describe how to save in the database a CATPart document and its associated design table (an Excel file).
The Microsoft file types used for these tasks will already have been declared by the administrator between CATIA V5 and
CATIA Team PDM (see Declaring Microsoft Office Documents and their Links with CATIA Documents in the Database).
Create a new sketch in a CATIA session (see Sketching Simple Profiles in the CATIA – Sketcher User’s Guide)
Click the Connect icon or select the Team PDM Connect command to connect to CATIA Team PDM.
If the Batch Mode Save item in the Team PDM menu is checked, uncheck it.
In the Tools Options menu, select the Display tab of the Part category and make sure the Relations option is checked.
Creating Three Measure Constraints on a New Pad

1. Select the Sketch as shown below:
2. Double-click the constraint 200mm to be modified.

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

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

8. Select Sketch.1 in the specification tree and click on the Pad icon .
The Pad Definition dialog box appears:
9. Click OK.
Creating the Design Table
1. Select the Part, either in the geometry area or the specification tree.
2. Click on the Design Table icon .

The Creation of a Design Table dialog box appears. Also, in the specification tree there appears a new branch: Relations –
Design Table .1 – Configuration.
3. If this is not the case, make sure the Relations option is checked in the Display tab of the Part category in the Tools Options
menu.
4. Check the option Create a design table with current parameter value.
5. Click OK.
The Select parameters to insert dialog box appears.
6. In the Parameter to insert list, select PartBody\Sketch.1\Radius1 GS_sketch1\Radius then use the arrow to transfer it to the other
list.
7. Repeat the same operation with the items PartBody\Sketch.1\Radius2 GS_sketch1\Radius and PartBody\Sketch.1\Length
GS_sketch1\Distance item.
Both items are now displayed in the “inserted parameters” list.
8. Click OK.
The Windows dialog box Select the Pathname of the File to be created appears:
9. Specify the path of the design table to be created.
10. Click on Open in the dialog box.
The dialog box DesignTable.1 active, configuration row : 1 appears:
11. Click Edit table… to start an Excel application.

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

The dialog box DesignTable.1 active, configuration row : 1 is now updated:
15. Click OK.
Your part is now updated.
Saving the Document in Team PDM
This declares the two documents i.e. the Part and the Design Table, and saves them in the database.
The Projects Manager dialog box appears:
2. Click on Save.
The Profile Card dialog box appears:
3. Click OK.
The Profile Card dialog box now shows information specific to the Design Table:
4. Click OK.
You can now see the links between the CATIA Part and the Design Table:
When a Part is first saved into the CATIA Team PDM database, it is automatically assigned the New status. This means that
the Part has not yet been checked into a SmarTeam vault.
To protect the Part from modifications, place the Part into the SmarTeam vault by checking it in. After the Part is checked in,
its status is changed to Checked In.
What happens next?
To launch the Part into CATIA V5 and modify it, the Part must be checked out. When it is checked out, a new revision
number is assigned to it.
The Part can be copied to your desktop in read-only mode.
1. From the Team PDM menu, point to Life Cycle and choose Check In.
2. The Check In window is then displayed, as shown below:

On the left-hand side of the window, the Checked In icon appears to the left of the selected document. On the
right-hand side of the window, the Check In window is displayed.
3. Fill in the fields in the Check In window, as described in the table below. These fields are optional, and you may keep
the default.
4. Click OK to check in the Part and exit the Check In view, or click Apply to perform the operation and remain in the
view.
The Part is now placed in the Checked In vault. Note that the status of the document is now Checked In.
The following describes the attributes in the Check In window:
Attribute Description
Revision The left revision field is the source revision identifier and the right field is the new revision. You
may enter a different revision identifier in this field although it is not mandatory.
Application Automatically displays the file name as it was created in a CAD system.
Reference File
Name
File Name You may enter another file name that will be assigned to the file in the vault.
Directory The directory path of the vault in which the document will be located is automatically displayed.
If you are using the vault server, the name of the generic server is displayed and the destination
vault dropdown menu enables you to specify the generic destination vault in which the document
will be located.
Phase Click an option from the dropdown list to define the phase of this revision. This field is
descriptive only and does not affect revision status.
Effective From / Click the Date button to enter dates in these fields.
Effective Until
Notes You may enter a comment in this field.
Click this option to assign the same registration information for all document revisions such as
Set As Default
phase, effective dates, and notes.
If you wish to modify the Part and launch it into CATIA, see.
If you wish to copy the Part to your desktop in order to view it in CATIA as a read-only file, refer to Copying a File for
instructions.
You may choose to copy a file to your desktop in read-only mode rather than checking it out of the vault for a number of reasons:
Another user may be modifying it and you wish to work with it at your desktop as well.
You may wish to view it so that you can see how it works together with other documents at your desktop. For example, you
might copy the file of a Product to your desktop in order to view how it works together with various Parts. You can then check
the Part out from the Team PDM menu.
1. You can run a search to locate the document that you wish to copy to your desktop. The search results list displays the
documents that match the search criteria.
2. From any CATIA Team PDM window, right-click on the document and choose Copy File.
3. The Copy File window is displayed.
4. Fill in the fields in the window and click OK to copy the file to your desktop in read-only mode. The status of the drawing remains
Checked In.
Checking In a Part
After a Part has been checked out and perhaps modified, it must be placed back into the vault. At this point,
you can check the document back into the vault in one of two ways:
Check In, as described below, simply places the document back in the Check In vault. You can later
apply the Check Out operation on the document to make further changes.
Release, as described in Releasing a Part, moves the document to the Released vault. Thereafter, you
can apply the New Release operation on the document to carry out additional changes.
If it is the first time you are checking in the Part see Checking In a Part for the First Time.
1. Activate the document containing the Part you want to check in:
2. In the SmarTeam, select Check In item. The Check In window is displayed, as shown below.
You may add comments that will be linked to the part or change conditions in the life cycle
operations.
3. Fill in the fields and click OK. The status of the document is automatically changed to Checked In.
The Part is now checked into the vault for safekeeping. A copy of the file remains at your desktop in read-only
mode. You can check it out again in order to edit the Part, as described in Checking Out a Part.
Releasing a Part
When a Part is ready to be moved to the next phase of development,
choose the Release option in order to place it in the Released vault. This
is generally done when a supervisor releases a stage of development of
the document. The Part is then assigned the Released status. A Part
can be released from the Checked In status or the Being Modified
status.
Once a Part is placed in the Released vault, it can only be released as a
new revision to ensure the safekeeping of this version of the document.
The Part can be checked out as a New Release with a new revision
number.
1. Display the Part in CATIA.

2. In the Team PDM menu, select Release item.
The Release window is then displayed.
The fields in the Release window are the same as those in the
Check In window.
3. Fill in the fields and click OK. The status of the document is
automatically changed to Released in the State field.
To check a Part out of the Released vault, you must use the
New Release option, as described in Checking Out a New
Release. A new revision of the document is created and the
previously released revision remains in the vault.
When a document has the Released status it can only be taken out of
the vault by clicking the New Release option. This option automatically
creates a new revision of the document, thereby saving the previously
Released revision.
CATIA Team PDM also enables you to copy a file to your desktop
without checking it out of the vault. This is useful when another user is
working with the Part (and has checked it out of the vault), but you wish
to view the Part at your desktop. Instructions for copying a file are
provided in Copying Documents To Your Project Desktop.
CATIA Team PDM provides two methods for checking a New Release
out of the vault:
Check out a New Release from CATIA: If the Part is currently
displayed at your desktop (in read-only mode), you can perform
the New Release operation from the Team PDM menu.
Check out a New Release (from a CATIA Team PDM menu): If
the Part is not currently displayed at your desktop, you must find
the Part by running a search. From the displayed search results
window, select the Part and choose Edit.
Since the Part is currently checked in, a message is displayed
prompting you to check out the document. Click Yes to display
the New Release window and then check out the document. The
Part is immediately launched into CATIA.
Moving a Document to the Obsolete
Vault
When a document becomes obsolete or inactive, you may move it to the
Obsolete section of the vault. An Obsolete document cannot be changed
or released.
1. Select the Part document as active document.

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

You can also modify a search or define a new search. Refer to Modifying a Search or Creating a Search for
instructions
5. In the displayed window, choose a document and click OK.
6. The document is inserted into the assembly structure.

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

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

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

Click Save.
5. A Product Profile Card is displayed in which you can add relevant

information.
Enter a name for the Product in the Description attribute.
By default, this attribute is displayed in the Data Manager
tree along with the ID number.
Select the tabs to review default information about the file.
6. Click OK. CATIA Team PDM automatically saves your Product in

the database, giving it a unique identity where it can be easily
found for later use.
In the CATIA Team PDM tree hierarchy, all the components of the
Assembly are linked as components (children) of the Product. This
hierarchical link reflects the structure of the Assembly as designed
in CATIA.
7. If the components of the Assembly have not yet been saved in
CATIA Team PDM, a Profile Card for each component is
displayed, one by one.
In each Profile Card, name the component (in the Description
field) and click Add to save the new Parts/Products in the CATIA
Team PDM database.
For example, if a Product has three Parts as its components, and
these components have not yet been saved in CATIA Team PDM,
a Profile Card for each Part is displayed.
Saving an Assembly
Every CATIA Assembly should be saved into the CATIA Team PDM
database. After you create a new Assembly or modify an existing one,
choose one of the SmarTeam Save options. Then, check in the
Assembly by choosing the Life Cycle/Check In option. The Assembly is
then placed into the Checked In vault.
The CATIA Team PDM integrated menu provides two methods for
saving Assemblies:
Save: Saves the Assembly in the CATIA Team PDM database.
See Saving a Part for details.
Save As: Saves the Assembly into the CATIA Team PDM
database
and
Defines the project and the parent folder of the document. For
example, you can save the new Assembly as a child of the
Technical Assemblies folder in the Drive Shaft project.
After you choose a SmarTeam Save option, a CATIA Product
Profile Card is displayed in the Object Attributes window. After
you fill in the attribute fields, click OK. The Assembly is saved to
the CATIA Team PDM database.
Since the process of saving a Part is identical to that of saving an
Assembly, refer to the following pages for detailed instructions:
To save a document for the first time, see Saving a Part for
the First Time
To save a document for subsequent saves, see Saving a
Part After Modifications
Saving the Components of an Assembly

When you save an Assembly, CATIA Team PDM automatically saves
the components of the Assembly as well:
If the components of the Assembly are already saved into the
CATIA Team PDM database, then the Save option updates the
Profile Cards for all the components to reflect any modifications
that were made to the components as well as the hierarchical link
between the Assembly and its components.
If the components of the Assembly are new and have not yet
been saved to the CATIA Team PDM database, then each of
these components will be saved to CATIA Team PDM one by
one.
A Profile Card for each component is displayed (in the
Object Attributes window). Fill in the Profile Cards, and
click OK.
After each component is saved, a Profile Card for the
Assembly is displayed (in the Object Attributes window).
Fill in the Profile Card, and click OK.
Using the Batch Mode
CATIA Team PDM enables you to save the components of an Assembly
without displaying each Profile Card. This can save you a great deal of
time. CATIA Team PDM provides two methods for batch saving
components:
1. From the Team PDM menu, choose Batch Mode Save. Then,
save the Assembly using the Save or Save As option. CATIA
Team PDM saves all the components but does not display a
Profile Card for each one.
2. From the Team PDM menu, choose Save As. In the Save As
window, click the Options tab to display the Save Option window.
In the Save tab, check the checkboxes and click OK.
Managing the Revisions of an
Assembly
As you work with an Assembly, you can make continuous revisions to it.
CATIA Team PDM protects and manages these revisions in the same
manner as a Part.
However, an Assembly is more complex than a Part since it consists of
many components. It is essential to maintain the integrity of an Assembly
by performing life cycle operations on the Assembly and its children, in
coordination with each other. CATIA Team PDM ensures that the
integrity of the Assembly and its children is not jeopardized by disabling
life cycle operations.
In addition, CATIA Team PDM provides several life cycle options which
can help you manage your Assembly. These life cycle options are
described in Life Cycle Options.
For example; you can choose:

the Propagate Operation option
to check in or check out the Assembly and its components at the
same time
the Relatives Being Modified option
to view the parents or children of the document that are currently
being modified
the Show Parents option
to display the parents of a document. You can then select parents
and check them out as well.
These life cycle options are only available when you choose
Check Out or Check In from the Team PDM menu. They
are not available when you check out/in a document from the
CATIA menu.
The following examples show how CATIA Team PDM protects the
integrity of an Assembly.
When you release an Assembly, its children must be Released as
well. For example, if an Assembly has ten subassemblies, each
one must be assigned the Released status.
You can only move a subassembly to the Obsolete vault if its
parent Assembly is also Obsolete.
To perform a revision operation on an Assembly and all its
children simultaneously, CATIA Team PDM provides the
Propagate Operation option. For example, if you wish to check
out a Stump Preacher Guitar and all its ten subassemblies, you
can check them all out simultaneously.
You have the option to perform a revision operation on an
Assembly and not on its children, or perform a revision operation
on a child and not on the parent Assembly.
For example, you can check out a Stump Preacher Guitar
Assembly from the vault and leave the children in the vault.
You can copy the children of an Assembly to your desktop so that
you can view them but not modify them. The status of the children
remains Checked In, while the status of the Assembly is Checked
Out.
You can check a subassembly out of the vault independently and
leave the parent Assembly in the vault.
When a Product is first saved into the CATIA Team PDM database, it is automatically assigned the New status. This
means that the Product has not yet been checked into a SmarTeam vault.
To protect the Product from modifications, place the Product into the SmarTeam vault by checking it in. After the Product
is checked in, its status is changed to Checked In.
When you check in the Assembly, you can check in the Product and all its components simultaneously using the
Propagate Operation option (see Propagate Operation).
1. From the Team PDM menu, select Life Cycle Check In.
The Check In window is then displayed, as shown below:

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

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

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

Life Cycle Options
Your Assemblies are often complex with numerous subassemblies. As you manage the revisions of the Assembly, you
must keep track of the status of the revisions of the parents and children of each Assembly. CATIA Team PDM provides
several life cycle options that can assist you in this task.
1. From the Team PDM menu, point to Life Cycle and choose a life cycle operation (Check Out for example).
2. In the displayed window, right-click on a document to display a dropdown menu.
A list of life cycle options is displayed. This list differs according to the life cycle window being displayed, as shown
below:
These life cycle options are displayed in the Check Out/New Release window.
These life cycle options are displayed in the Check In/Approve window.
The life cycle menus include the following life cycle options:
Feature Description Example
Associated Objects Enables you to view those documents that are In CATIA Team PDM, a Drawing (Stump
linked as dependencies or reverse dependencies Preacher Guitar Drawing) was created based
to the selected document. You can then perform on a Stump Preacher Guitar Drawing. When
life cycle operations on these Associated you check out the Stump Preacher Guitar
Objects. See Managing the Revisions of a Drawing you can view and manage its
Drawing for a complete description. dependency (the Stump Preacher Guitar
Drawing).
Propagate Performs the same life cycle operation on the When you check in an Assembly, you can check
Operation Assembly and all its children. See Propagate in all the children simultaneously.
Operation for operating instructions.
Relatives Checked a document that are currently Checked Out. See When you manage an Assembly, you can view a
Out Relatives Being Modified for instructions. list of its parents or children that are currently
being modified (checked out) in the Relatives
Being Modified window. This is particularly
helpful when you wish to release an Assembly,
since all its documents must first be checked in.
Show Parents Displays the parents of a document in a separate When you check out a Part that is a child of a few
window. You can then select the parents that you different Assemblies, the Show Parent window
wish to check out as well. See Show Parents for displays the parents of the selected document
instructions. and their revision status. You can then choose
the Assemblies that you wish to check out
together with the Part.
Switch to Latest Enables you to check out the latest revision of a When you check out a Part that has numerous
Revision document. See Switch to Latest Revision for revisions, the Switch to Latest Revision option
instructions. automatically checks out the most recent
revision.
Replace Revision Enables you to choose a different revision of a When you check out a Part that has three
document and perform a life cycle operation on it. revisions, you can replace the displayed revision
This option also enables you to link the latest with a different one.
revision of the subassemblies to the Assembly
being checked out. See Replace Revision for Also, when you check out an Assembly, you can
link it to the latest public revision of each of its
instructions.
subassemblies.
Link Parent of Enables you to link the current Part/Assembly to When you check in a Part after modifying it, you
Previous Revision a different Parent (with a previous revision can link the Part to a previous revision of the
number). See Link Parent of Previous Revision parent Assembly (rather than the current revision
for instructions. of the parent Assembly).
Each of these life cycle options is described below.
Propagate Operation: Performs the same life cycle operation on the Assembly and all its children.
1. In any life cycle window, right-click on an Assembly and choose Propagate Operation.
The icons of all the children change to reflect the revision operation to be performed.
2. Complete the fields in the revision window (optional).
3. Click Apply to perform the operation and remain in the view, or click OK to perform the operation and exit the view.
Relatives Being Modified: Displays the parents or children of a document that are currently Checked Out.
1. From the Check Out/New Release window, right-click on a document (not its icon) to display a dropdown menu, and
choose the Relatives Being Modified option.
The relatives (parents or children) that are currently in the Checked Out state are displayed:
The icon represents a parent.
The icon represents a child.
Show Parents: Displays the parents of a document in a separate window. You can then select the parents that you wish to
check out as well.
To show (and check out) the parents of a document:

1. From any Check Out/New Release window, right-click on a document (not its icon) to display a dropdown menu, and
choose the Show Parents option. The Select Parents window displays the parents of the selected document.
2. To check out the parents, select the parents in the Select Parents window and click OK.
Use the Shift Key to select multiple parents.
The parents are added to the list in the Check Out window and will be checked out together with the source
document.
Switch to Latest Revision: Checks out the latest revision of a document.
1. In the Check Out/New Release window, select the Switch to the Latest Revision option.
A window opens displaying the newly created revision.
Replace Revision: Enables you to choose a different revision of a document and perform a life cycle operation on it.
Enables you to link the latest revision of the subassemblies to the Assembly being checked out.
A document can have several revisions as it is checked in and checked out of the vault. If you are currently performing a life
cycle operation, such as Check Out, on one of the revisions, you can check out a different revision of the document in its
place.
During the development of an Assembly, its children may undergo several revisions. When you check out the Assembly,
you can check out the latest revision of its children.
The Replace Revision option enables you to replace the following:
Replace the document selected for the Check Out/New Release operation, using the Replace Revision/Select
option. For example, if you selected to check out the Part phone b.1, and then choose Replace Revision/Select,
you can check out a different revision of the Part, such as b.2 or b.3.
Replace the children of the Assembly being checked out, using the Replace Revision/Revert to Last option. For
example, if you selected to check out the Stump Preacher Guitar Assembly, and then choose Replace
Revision/Revert to Last, all the children of the Assembly switch to the last public revision. The newly created
revision of the Assembly will be linked to the last public revision of the children. This option is particularly helpful
when you wish to work with the latest revision of all the children of an Assembly.
1. From the Check Out/New Release window, right-click on a document (not its icon) to display a dropdown menu and
choose Replace Revision.
2. To replace the document selected for the current Check Out/New Release operation: Choose Select to display a list
of revisions. Choose a revision and click OK. In the Check Out window, the selected revision will replace the original
revision.
or
Choose Revert to Last to check out the last public revision of the children of the Assembly currently being checked
out. The newly created revision of the Assembly will be linked to the latest public revision of all its children.
Link Parent of Previous Revision: Enables you to link the current Part/Assembly to a different Parent (with a previous
revision number).
1. From the Check In/Release window, right-click on a document (not its icon) to display a dropdown menu and choose
Link Parent of Previous Revision.
A window is displayed with a list of the previous revisions of the parent Assembly for the Part current being checked
in.
2. Select a parent and click OK.
The Check In window is refreshed to display the selected parent Assembly. When you check in the Part, it will be
linked to the selected parent Assembly.
Managing Drawings
CATIA Team PDM provides powerful tools to assist you in creating, saving and
managing your Drawings.
When you save the Drawing into the CATIA Team PDM database, a general link is
automatically created between the Drawing and the Part/Product. This enables you to
manage the Drawing together with the Part/Product as you create revisions.
In this manner, the status of the Drawing remains parallel with the status of the
document on which it was based and CATIA Team PDM protects the integrity of the
Drawing.
Saving a Drawing
Document Associations and Dependencies
Saving a Drawing
When you save the Drawing, a general link is created between the
Drawing and the Part/Assembly on which it was based:
1. From the Team PDM menu, choose Save (or Save As).
2. A CATIA Drawing Profile Card is displayed (in the Object Attributes
window).
3. Fill in the fields in the Profile Card and click OK.
The Drawing is saved to the CATIA Team PDM database, and a
general link is created linking the Drawing to the Part/Assembly on
which it was based.
In this way, CATIA Team PDM reflects the nature of the Drawing.
As you manage the revisions of the Part/Assembly, you can
manage the revisions of the Drawing in parallel.
See Saving a Part for the First Time for detailed instructions
on using the Save option or to Saving a Part After
Modifications for detailed instructions on using the Save As
option. This process is identical to saving a Part.
CATIA Team PDM manages the special relationship between a Drawing and
the Part/Assembly on which it was based. When you create a Drawing by
inserting a Part/Assembly and you then save it using the SmarTeam Save
option, a link is created between these two documents in CATIA Team PDM.
These linked documents are called associated objects.
CATIA Team PDM provides three types of associated objects:
Dependency: A CATIA Team PDM Part or a Product is a dependency
of a CATIA Team PDM Drawing (since the Drawing is based on the
Part/Assembly).
Reverse Dependency: A CATIA Team PDM drawing is a reverse
dependency of a CATIA Team PDM Part/Product.
As you create revisions, you can view and manage these associated objects
(dependencies or reverse dependencies), using the Associated
Objects/Dependencies or Reverse Dependencies option.
In addition, CATIA Team PDM color indicates each of the associated objects,
so that you can clearly identify a document's dependencies and reverse
dependencies. The default color settings are:
Dependencies are displayed in red.
Reverse dependencies are displayed in blue.
Working with Dependencies and Reverse Dependencies
Each time you perform a life cycle operation on a document, you can view its
associated objects, meaning its dependencies and reverse dependencies. You
can then manage the revisions of these associated objects by checking the
associated objects in or out of the vault or copying their files to your desktop.
When you check out (or check in) a Drawing, its dependency (the
Part/Assembly) is automatically checked out together with the Drawing.
If the administrator set the default to Copy File, then the dependencies will be
copied to the desktop, not checked out.
You can view the dependencies of a document and choose a life cycle
operation for each dependency. If you do not view the dependencies of a
Drawing, the dependencies will automatically be checked out/in together
with the Drawing (if that is the default setting).
You can view the reverse dependencies of a document and choose a life cycle
operation for them. If you do not view the reverse dependencies of a
document, then no life cycle operation is performed on them.
For example: A Stump Preacher Explode A4 Drawing was created based on
a Stump Preacher Guitar Assembly. When you check out the Stump
Preacher Explode A4 Drawing, its dependency, the Stump Preacher Guitar
Assembly will be checked out with it (unless you display the dependency and
choose a different life cycle operation). When you check out the Stump
Preacher Guitar Assembly, you may view and check out its reverse
dependency, the Stump Preacher Explode A4 Drawing.
To view associated objects:
1. From any life cycle window (such as Check In or Check Out), right-click
on a document to display the dropdown menu.
2. Point to Associated Objects to display the list of view options. A
checkmark to the left of the option shows that the associated object is
already displayed in the tree.
3. Click on an option to add or remove the checkmark. Removing the

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

When the associated objects are displayed in the tree browser, you can
manage them in the same manner as any Assembly and its children. You can:
copy the associated objects to the desktop, as shown above.
Check Out/Check In all the associated objects by choosing the
Propagate Operation option.
handle each associated object individually. For each associated object,
you can:
Check out or check in the document.
Copy its file to the desktop. The state of the document is not
changed.
Choose No Operation for the document.
Life cycle operations are always performed on dependencies, even if you do

not display them. This is not the case for reverse dependencies: You must
choose to display reverse dependencies in order to perform life cycle
operations on them.
To customize color settings for associated objects:

CATIA Team PDM color indicates each of the associated objects, so that you
can clearly view a document's dependencies and reverse dependencies. The
default color settings are:
You can change these default settings, as described below.
1. In any life cycle window, right-click to display a dropdown menu and
choose Tree Properties.
2. Click the Visual Settings tab to display the following window:
3. Click the button to the right of the color that you wish to change. A color
selection window is displayed, as shown below:
4. Choose a new color and click OK.
5. In the Visual Settings window, click OK.
Document Associations and
Dependencies
Dependencies/Reverse Dependencies
CATIA V5 enables you to create a Drawing based on a Part or a

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

Drawing based on a Part named Metallic Circuit. CATIA Team PDM
creates a link between these two documents as follows:
The Metallic Circuit Part is a Dependency of the Circuit
Drawing (since the Drawing is dependent on the Part).
The Circuit Drawing is a Reverse Dependency of the Metallic
Circuit Part.
Revising Associated Objects

As you revise your documents, CATIA Team PDM protects the
relationship between associated objects:
A Drawing and its associated Part/Product.
When you perform a life cycle operation on a document (such as Check

In or Check Out), you can display and manage the document's
associated objects. Each associated object is color-coded for easy
recognition.
To display associated objects:
1. From any life cycle window, right-click to display a dropdown
menu.
2. Point to Associated Objects and choose the type of object you
wish to display:
Each associated object is color-coded as follows:

CATIA Team PDM protects the relationship between these associated

objects as you make revisions:
Each time you check out a Drawing from a vault in order to revise
it, its dependency (Part/Product) is automatically checked out
together with it.
When you check out a Part/Product from a vault in order to revise
it, you have the option of viewing and checking out its associated
Drawing.
Before you can work with associated documents (dependencies, reverse

dependencies), an administrator must enable them. The administrator
can define dependencies based on a customized class structure.
Data Structure
CATIA Team PDM organizes all documents into classes. Each time you save a CATIA
document, it is saved into a specific class. Each class of documents has its own Profile
Card to accurately represent the attributes of the class.
For example, when you save a CATIA drawing, it is saved into the CATIA Drawing
Class. The Profile Card for the Drawing Class displays attributes of importance to
drawings.
CATIA Team PDM provides a fixed database structure:
Note: In addition to the CAD file class, some of the classes displayed above may have
subclasses.
By default, when you save CATIA documents, they are saved in the following classes:
A new CATIA Part is saved in the CATIA Part Class.
A new CATIA Drawing is saved in the CATIA Drawing Class.
A new CATIA Product is saved in the CATIA Product Class.
Your administrator may modify the class structure to suit the needs of
your organization, as follows:
Your administrator can create additional classes (along with
appropriate profile cards). For example, your administrator can
create a class called Beta Parts.
When you save a document, you can choose a class from a
dropdown list of classes displayed in the Profile Card. A new
Profile Card for the selected class is displayed, and the document
is saved in the appropriate class.
The following scenario illustrates how you can work with several classes:
1. Your administrator defines a new class called Beta Parts.

2. You then create a new Part in CATIA V5 and save it by clicking the
SmarTeam Save option.
3. By default, the CATIA Part profile card is displayed. In this profile
card, you can select a different class.
4. If you select the Beta Parts class, the window is refreshed to
display a Beta Parts profile card. When you click OK, the new Part
is saved in the Beta Parts class.
Each time you create a search, you must select a CATIA Team PDM
class. When you run the search, CATIA Team PDM locates the
documents that meet the search criteria from the specified CATIA Team
PDM class.
For example: You create a search from the CATIA Parts class, and you
define search criteria for the search. When you run the search, CATIA
Team PDM will locate all the CATIA Parts which meet the specified
search criteria.
The CATIA Team PDM data structure organizes all data around projects in order to assist you to browse through the
data and locate specific Parts, Drawings or Products. Projects are the highest class in the CATIA Team PDM data
structure and are used to represent a product idea or concept. Each project has its own Documents tree browser
which displays all the documents associated with the project in a hierarchical structure, including the CATIA
documents and related documentation (such as spreadsheets and Word files).
Organizing Projects
In general, projects are organized into folders to structure the documentation. When you begin a project, you
create folders and link these folders directly to the project. When you save CATIA Parts and Products, you can
save these documents into specific folders.
The CATIA Team PDM Documents tree displays a visual representation of the hierarchy, as shown below:
In the example above, the folders are the highest level in the hierarchy, directly linked to a project. The CATIA
documents and associated documentation are linked as children of the folders. Each document is represented
by an icon.
As you save Parts, Products and Drawings into the CATIA Team PDM database, you can save each document
as a child of a specific folder. In this manner, all your documents are organized into folders and all the folders
are linked to a project.
Viewing Documents in a Project
CATIA Team PDM enables you to save documents to a project desktop, thereby linking these
documents to the selected project.
Note: When you choose the SmarTeam Save option (or Save As option) check the Link to project
desktop checkbox in the Object Attributes window.
When you choose the Locate Active Document option from the Team PDM menu, the document is
displayed in a Data Manager window.
The Project Desktop icon displayed to the left of the document name shows you that the document is
linked to a project, as shown below.
You can then view the projects to which the document is linked by clicking the Projects tab in the Links
page of the displayed Profile Card.
CATIA Team PDM enables you to maintain and manage any information related to a
document throughout its life cycle. By mirroring the physical process of document
management, CATIA Team PDM uses vaults, check-in, check-out, and approval
functions to manage the life cycle of your Product, Part or Drawing. It creates new
versions of a document and protects it from unauthorized modifications.
Maintaining Security and Control

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

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

Selected Status
Click Check In to to Checked The document is placed in the vault,
check a new In and it cannot be launched into
document into the CATIA V5. In order to launch it into
vault or to place a CATIA V5, the document must be
document that is being checked out of the vault. You can
modified back in the copy the file to your desktop in order
vault. to view (but not modify) the
document in CATIA V5.
Click Check Out to Being This is a temporary state assigned to

check out a document Modified a document that has been checked
from the vault. out. The document can be launched
into CATIA V5 in order to modify it.
or No other user can currently modify it,
Click New Release to but other users can view it or copy
make a new copy of a the file to their desktop. After the
Released document document is checked back in or
that was placed in the released, the status is replaced by
Released vault. The Checked In or Released.
resultant document is
a new revision of the
source document.
Click Release to Released After a stage of development is
transfer a document to completed, the document is saved in
the Released status. the vault of released documents.
Click Obsolete to Obsolete The document can be accessed by
transfer a document to any CATIA Team PDM user but
the Obsolete status. cannot be modified. The document
is saved in the vault for inactive
documents.
Checked Any changes made following the
Click Undo In check-out are lost. The new revision
Check Out to cancel is deleted. The document status
the check-out of a reverts to Checked In status.
document from the
vault.
Checked This operation can only be
Click Replace In performed on a document in
with Selected Checked In status. You are free to
Revision to replace use any one of the document's
the current revision of revisions.
a document with Be aware that the revision is
another, of your replaced at all tree locations.
choosing.
Advanced Tasks

Bulk Loading
Administration
Users regularly copy, check out or simply view a Part. It may be necessary to know who has
performed such operations on a given Part i.e. who has a copy of a particular Part in their local
environment. Two common situations immediately spring to mind:
A new revision may have to be performed meaning that the document has to be updated
in the local environments.
The document may have become obsolete and should therefore no longer be used.
In such circumstances users will have to be informed. You must therefore find out quickly who
is using the Part concerned. This can be done easily and quickly using the Who Is Using
command.
1. Select a document in the V5 session whatever its state (copied, checked out or checked
in).
2. Select Team PDM Tools Who Is Using.

This displays all users currently using the document.
This works even if the operation (view, copy, check-out) was performed a long time
ago.
CATIA Team PDM enables you to create links between Parts, Drawings and Products.
You can view these links in the Links page and access the linked documents. These
links enable you to:
define the hierarchical structure of a Part, Drawing or Product by linking it to a
project or parent.
locate related documents in order to view or modify them. For example, if you
modify a Part, you can locate and modify all its parents as well as other
documents linked to it (such as a spreadsheet or a proposal).
check a Product into and out of the vault for modification together with its
sub-Products. The hierarchical links protect the integrity of the Assembly by
reflecting the hierarchical CATIA structure.
check a Drawing into and out of the vault for modifications together with the Part
or Product on which it was based (and vice versa).
CATIA Team PDM automatically creates the following links:
When you create a Product (using the Insert Component option) and save it
(using the SmarTeam/Save option), the Product and all its children are saved in
a hierarchical structure. A parent-child link is created between the Product and
each of its components.
When you create a Drawing based on a specific Part or Product, the Drawing is
linked to the Part or Product on which it was based.
Creating Links
Creating Links
You can create general links between documents, regardless of their class or hierarchical structure. These
links provide a quick tool for finding related documents. For example, you may wish to link an Assembly to a
marketing document. The general links are displayed in the Documents tab of the Links page. Refer to
Creating General Links for instructions.
CATIA Team PDM enables you to link any document to a project or a parent in the Save As window. This
window is displayed:
When you first save a document (using the Save or Save As option).
and
When you choose the Save As option for subsequent saves.
A Project Tree is displayed when you click the dropdown arrow to the right of the Project box. In this
tree, you can select a project.
The Object Tree is displayed in the middle of the window. You can expand and collapse the tree to display its
branches. In this tree, you can select a parent for the document, such as an Assembly or a Folder.
CATIA Team PDM enables you to modify the displayed view of these trees in several ways:
Define the level of sub-branches displayed in the trees, as described below.
Define the general tree properties, such as whether to display all revisions or the last public revisions.
These properties are defined in the Documents tree of a project when you right-click and choose Tree
Properties.
From the Team PDM menu, choose Switch to SmarTeam and locate the Documents Tree for a
specific project.
For example, in the Tree Filter tab of the Tree Property window, you can define whether to display all
revisions of the documents in a tree, or only the last public revisions of the documents in a tree.
To define the level of sub-branches displayed in the Save As window:
1. From the Team PDM menu, choose Save As to display the Save As window.
2. Click the Options menu to display the Save Options window. Click the Tree settings tab.
3. Define the level of branches that will be displayed in the Project Tree and the Object Tree.
Creating General Links

You can create general links between documents, regardless of their class or hierarchical structure. These
links provide a quick tool for finding related documents. For example, you may wish to link a Product to a
marketing document. The general links are displayed in the Document tabs of the Links page.
To create a general link:

1. Display the document in a CATIA Team PDM window:
In CATIA, select the Locate Active Document item from the Team PDM menu
or
Run a search to locate the document.
2. Open the Links page of the document to which you want to link another document.
3. In the Links page, select a tab (Projects or Documents for example) from the bottom of the window to
display a specific Links sub-page. This Links sub-page must display the same class as the document
that you will choose in step 4.
4. Open any CATIA Team PDM window, and select the document that you wish to link to the document
selected in step 1.
5. Drag and drop the selected document (selected in step 3) to the Links page of the document selected in
step 1 to create a link.
6. A message confirming the link is displayed.
Click Yes to confirm a single link.
Click All to confirm multiple links.
The Links page is automatically updated to reflect these additional links.
CATIA Team PDM enables you to view the various links of a document by clicking through the Links sub-pages. You can then access a
linked document, view its Profile card and launch it into CATIA.
The Composed Of sub-page lists all the children (components) of a document.
The Where Used sub-page for the Product lists all the parents (folders and Products) of a document.
The Where Used list is also displayed when you select the Team PDM menu and then choose the Where Used option.
The various class tabs display the general links of a document (according to classes).
To view links:
In the Links page, you can view the links of any CATIA Team PDM document as follows:
1. Select a document from any CATIA Team PDM window.
If the document is currently displayed in a CATIA window, you can choose the Locate Active Document option from the Team PDM menu.
2. Click the Links tab at the top of the Profile Card to display the Links page.
3. Click the appropriate tab at the bottom of the page to display a sub-page of links:
The Composed of sub-page lists all the children of a document.
The Documents sub-page lists the link between a Drawing and a Part or Product. It also lists the general links for the Part,
Drawing or Product classes. The remaining sub-pages list the links according to classes.
The Where Used sub-page lists all the parents of a document. These links are extremely useful in locating all the documents to
which a specific document is linked as a child. For example, if you have modified a Part, you can quickly access all the Products
which contain this Part as a subassembly, and modify them accordingly.
You can also view the parents of a document by selecting the Team PDM menu, then choosing the Where Used
option, as shown below.
To access linked documents:
CATIA Team PDM enables you to browse through and launch into CATIA any of the documents listed on the Links page.
1. In the Links page, right click to display a drop-down menu.
2. Point to Open Views and then click Separate View. A window is displayed which lists all the links of the selected Part on the left and
displays pages on the right.
Displaying a CATIA Drawing TeamPDM Attribute in a Title Block
Designing a Title Block
Displaying a CATIA Part TeamPDM Attribute in a Title Block
The purpose of this task is to define property mapping between CATIA and Team PDM, based on the CATIA
Formula property and the Team PDM attribute. It will show you how to map a set of CATIA properties on a
CATDrawing document and the corresponding Team PDM attributes on a Team PDM CATIA Drawing class.
For quick, easy mapping of a drawing text with any of the CATIA Drawing attributes in the Team PDM database
you are better advised to follow the steps contained in Displaying a CATIA Drawing TeamPDM Attribute in a
Title Block.
This particular task can be performed only by the user with administrative privileges. However, there are other
tasks dealing with property mapping for which such privileges are not required (Using Mapped Product
Properties for example).
As property mapping can be defined for both the title block and the revision block, this task is made up of the
following two sections:
Defining Property Mapping for the Title Block
Defining Property Mapping for the Revision Block
Defining Property Mapping for CATIA Products and CATIA Parts
For each mapped property, the mapping direction has to be defined:

Database CATIA i.e. CATIA property values come from the database
CATIA Database i.e. CATIA property values are written to the database
Note that you can select both mapping directions.

In the table below you will notice that the property mapping information related to both the title block and the
revision block.
Property Attribute
Name Attribute Type in
Name Update Direction
Team PDM
in CATIA in Team PDM
Type Drawing Type character Database CATIA

User Object
Designer character Database CATIA
ID
Date Creation Date character Database CATIA
Drawing_Title Title character Database CATIA
Scale Scale character CATIA Database
Revision Revision character Database CATIA
Comment Note character Database CATIA
ApprovalDate Approval Date character Database CATIA
Authorized Approved By character Database CATIA
It is assumed that the Team PDM properties are already defined. If they are not, see Adding a Class Attribute to
an Existing Class.
Defining Property Mapping for the Title Block
1. Launch the Integration Tool Setup utility.
The Integration Tool Setup dialog box appears:
A mapping group type i.e. a set of mapping groups, applicable to a specific Team PDM class must now
be defined that corresponds to the CATIA Drawing class.
2. In the tree displayed, right-click on Mapping group types and select the Add Mapping group type item.
The Add CATIA mapping group type dialog box appears.
3. In the Name: field, enter the group type name CATIA Drawing as shown:
The name of the mapping group type must be identical to that of the Team PDM Class it applies to.
4. Click OK.
5. In the tree, right-click on the CATIA Drawing item and select the Open groups tree item.
The CATIA Drawing Mapping Groups tree dialog box appears.
6. In the tree, right-click on the CATIA Drawing groups item and select the Add mapping group item.
The Add CATIA Drawing group dialog box appears.
7. In the Name: field, enter a meaningful name, for example Title Block Information:
The name used should help you organize the different mapped properties you have to manage.
8. Click OK.
9. To define the CATIA Formula property as Type:

Go to the tree and right-click on Title Block Information
Select the Add mapping property item.
The Add Title Block Information property dialog box appears.

10. Enter Type in the Name: field.
The name of the mapping property must be identical to the corresponding CATIA Formula property .
11. Check the box Enable updating of property.
A CATIA Formula property can thus be updated after a change to a Team PDM attribute.
12. Click OK.
13. Go to the tree and right-click on Type then select the Add mapping attribute item.
This defines as Drawing Type the Team PDM attribute to be linked to the CATIA Formula property .
The Add Type mapping dialog box appears.
14. Select the class name CATIA Drawing.
15. Select the attribute name Drawing Type.
Note that the list of the possible attributes is specific to the selected class name.
16. Click OK.

The CATIA Drawing Mapping Groups tree dialog box appears:
The following table is a summary of the steps that have just been performed.
Mapping Enable Mapping Enable

Property Name Property Update Attribute Name SmarTeam Update
Type yes Drawing Type
17. Repeat steps 9 through 16 for all other mapped properties.

Here is a list of all the other properties to be mapped:
Property Name Attribute Name Enable

Enable Property Update
in CATIA in Team PDM SmarTeam Update
Designer yes User Object ID

Date yes Creation Date
Drawing_Title yes Title
Scale Scale yes
Once this has been done the CATIA Drawing Mapping Groups tree dialog box should look like this:
As you can see, mapping of the CATIA properties and the Team PDM attributes has now been completed.
Defining Property Mapping for the Revision Block

The Integration Tool Setup dialog box appears:
A mapping group type i.e. a set of mapping groups, applicable to a specific Team PDM class must now
be defined that corresponds to the CATIA Drawing class.
2. In the tree displayed, right-click on Mapping group types and select the Add Mapping group type item.
The Add CATIA mapping group type dialog box appears.
3. In the Name: field, enter the group type name Revision Block as shown:
The name of the mapping group type must be identical to that of the Team PDM Class it applies to.
4. Click OK.
5. In the tree, right-click on the Revision Block item and select the Open groups tree item.
The Revision Block Mapping Groups tree dialog box appears.
6. In the tree, right-click on the Revision Block groups item and select the Add mapping group item.
The Add Revision Block group dialog box appears.
7. In the Name: field, enter a meaningful name, for example Engineering Information:
The name used (Engineering Information in this particular case) is referenced in the RevisionBlock.bs
script. If you want you can subsequently change this name.
8. Click OK.
9. To define the CATIA Formula property as Type:
Go to the tree and right-click on Engineering Information
Select the Add mapping property item.
The Add Engineering Information property dialog box appears.

10. Enter Revision in the Name: field.
11. Check the box Enable updating of property.
A CATIA Formula property can thus be updated after a change to a Team PDM attribute.
12. Click OK.

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

The Revision Block Mapping Groups tree dialog box appears:
The following table is a summary of the steps that have just been performed.
Mapping Enable Mapping Enable

Property Name Property Update Attribute Name SmarTeam Update
Revision yes Revision Block
17. Repeat steps 9 through 16 for all other mapped properties.

Here is a list of all the other properties to be mapped:
Property Name Attribute Name Enable

Enable Property Update
in CATIA in Team PDM SmarTeam Update
Comment yes Note

ApprovalDate yes Approval Date
Authorized yes Approved By
Once this has been done the Revision Block Mapping Groups tree dialog box should look like this:
As you can see, mapping of the CATIA properties and the Team PDM attributes has now been completed.
Defining Property Mapping for CATIA Products and

CATIA Parts
It is assumed that the properties used for this task have already been created in the database under the CATIA
Product and CATIA Part classes.
If not, look at Adding CATIA Classes and Associated Attributes and Links to the Class Tree and add them using
the following table:
Name Type
Volume Double Prec.
Mass Double Prec.
Surface Double Prec.
This step is done using the Integration Tools Setup utility.

The Available Databases dialog box appears:
2. Select the database you want to modify.
The CATIA Team PDM User Login dialog box is displayed:
3. Enter your login/password to access the database. Be sure to enter a login with administrative privileges
so that you will be allowed to modify the database structure.
The Integration Tool Setup dialog box is now displayed:
4. Double-click on the CATIA integration or select the "+" sign to display the options associated with the
CATIA integration.
5. Double-click on the Mapping group types item or select the "+" sign in front of it.
6. Select the CATIA Product mapping group type then right-click and select Open groups tree:
7. In the CATIA Product Mapping Groups Tree dialog box, select the Engineering Information item then
right-click and select Add mapping property.
8. In the Add Special Attributes property dialog box, complete all fields as shown below, the click on the OK
button:
9. Back in the CATIA Product Mapping Groups Tree dialog box, select the CN_REVISION item then
right-click and select Add mapping attribute:
10. In the Add CN_REVISION mapping dialog box, complete the Class name and Attribute name field as
shown below then click on the OK button.
11. Repeat steps 7 through 10 for all other mapped properties. Here is a list of all the other properties to be
mapped:
Property Name in Enable Attribute Name Enable

CATIA Property Update in Team PDM SmarTeam Update
Volume CN_VOLUME Yes

Mass CN_MASS Yes
Surface CN_SURFACE Yes
Once this has been done the CATIA Product Mappings Groups tree dialog box should look like this:
12. Repeat steps 7 through 11 for the CATIA Part Class.

Once this has been done the CATIA Part Mappings Groups tree dialog box should look like this:
As you can see, the mapping of the CATIA properties and the Team PDM attributes has now been
completed.
Some properties will already have been mapped in CATIA and Team PDM by the administrator. This is described in
Defining Property Mapping.
Create a new pad in a CATIA session (see Pad in the CATIA - Part Design User's Guide)
Click the Connect icon or select the Team PDM Connect command to connect to CATIA Team PDM.
If the Batch Mode Save item in the Team PDM menu is checked, uncheck it.
Saving Properties in Team PDM

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

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

Plaster is added to both the specification tree and the geometry area:
4. Select the Edit Properties command or right-click on the Part and select the Properties item.
The Properties dialog box is displayed.
5. Select the Product tab.
6. In the Part Number field, enter the following text PN-0000053-A1:
7. Click OK.
9. Select a project and click OK.
The document is now declared and its properties are saved in the database:
In the Team PDM profile card corresponding to the document, you can see that the fields Material and Part Number have
been completed:
Should you subsequently modify any CATIA properties you can update the database using the Team PDM Properties Save in
Database menu item.
You must already have performed the task Saving Properties in Team PDM described above.
Open the CATIA Team PDM: Documents dialog box displaying the profile card of the CATPart document.
Updating a CATIA Property Following a Change in Team PDM

1. In the CATIA Team PDM: Documents dialog box right-click, in the tree, on the document.
2. Select the Update item.
The Profile Card is now ready to be changed.
3. Change the material. To do this, enter PVC in the Material field as shown:
The property has been modified in the Team PDM database.
4. Back in CATIA, select the Team PDM Properties Load from Database command.
In the CATIA session, you can now see the new Material attached to the document:
Note that when you edit a CATIA Document from Team PDM (using the Edit item in the contextual menu), its properties are
automatically updated to reflect the latest changes in the database.
Reminder
To update a property value Command to be used
Team PDM Save command (the Save icon )

from CATIA to Team PDM
or
Team PDM Properties Save in Database
from Team PDM to CATIA Team PDM Properties Load from Database
If you want you can now go on to Designing a Title Block.
Displaying a CATIA Drawing TeamPDM Attribute in a Title
Block
This task enables the administrator to quickly and easily map a drawing text with any of the CATIA Drawing attributes in the
Team PDM database.
There is no need to perform the two manual operations that consist in:
creating a property f(x) in the drawing then linking it with the text
going either to the Property Management or Integration Tool Setup utilities.
1. In the CATIA session, open a drawing document that has already been saved in the Team PDM database.
2. Select a text of the drawing:
3. Select the TeamPDM Properties Map a Text Value... command.

The Map a Text Value dialog box appears.
4. In this dialog box, select an attribute of the document's class. At the bottom of the dialog box, define the update direction
by selecting the Enable updating of property checkbox:
The Map a Text Value dialog box shows the current mapping for the selected text. In other words, if you have already
used the Map a Text Value... command for the same text, the attribute name and the update direction(s) you originally
selected are kept.
5. Select OK.
A CATIA property is created inside the drawing:
The newly mapped property looks like this:
and the newly mapped attribute like this:

Note that in the first CATIA Mapping Group Types dialog box showing the newly mapped attribute the Enable updating of
property box is checked in accordance with your selection in step 4.
From now on, whenever you reopen the document the mapped attribute will appear in the title block.
You can also force the update by selecting the command Team PDM Properties Load from Database.
Designing the Title Block
The tasks described below show how to design a title block using properties defined in the database.
The properties used for these tasks have already been mapped by the administrator between CATIA and Team PDM (see Defining Property
Mapping for the Title Block).
Creating the Title Block on a New Drawing
1. Create a new CATDrawing document.

2. In the New Drawing dialog box that appears, make sure the default values (ISO in the Standard field and A0ISO in the Format field)
are specified and click OK.
3. Design your title block as shown below:
For more information about the title block, see Sheet in the CATIA - Generative Drafting User's Guide.
Defining the CATIA Formula Property for Each Attribute from the Database
1. In the CATIA session, click on the Formula icon.

The Formulas: Drawing dialog box appears.
2. Select String in the New Parameter of type list.
3. Select the New parameter of type button.
4. In the field on the left specifying the name of the current parameter, change the name to Type.
Remember that the mapping property name has already been defined in Defining Property Mapping.
5. In the field on the right specifying the value of the current parameter, enter <Type>.
Remember that this reflects the value of the attribute in the database.
6. Click on the Apply button.
7. Repeat steps 2 through 6 for all mapped properties.
Here is a list of the properties defined in the title block and that are still to be mapped:
Property Name in CATIA Property Value Property Type
Type <Type> String

Designer <Designer> String
Date <Date> String
Drawing_Title <Drawing Title> String
8. Locate the Scale property i.e. Sheet1\ViewMakeUp.1\Scale and rename it to Scale as shown below:
9. Click OK.
Creating the Text Attributes in the Title Block
Here is what you will obtain at the end of this task:
For more information see Adding Attribute Link to Text in the CATIA - Interactive Drafting User's Guide.
1. Select the Insert Annotations Texts Text command.

2. Click inside the drawing to indicate where you want to display the drawing type. (If necessary, refer to the title block design.)
A text editor window appears.
3. Enter Type in this window:
4. Right-click on the appropriate location in the title block and select Attribute Links in the contextual menu.
5. In the specification tree of the drawing, click on the Drawing.
The Attribute Link dialog box appears.
6. Select Type in the attribute list:
7. Click OK.
The value of the property i.e. <Type> is now displayed in the Text Editor dialog box:
8. Click OK.
9. Repeat steps 1 through 8 for all texts.
Saving the Document in Team PDM
This declares the document and saves its properties in the database:
In the Team PDM profile card corresponding to the document, you can see that the fields have now been completed:
Updating a CATIA Property in Team PDM
1. Open the CATIA Team PDM: Documents dialog box.

2. Right-click on the document and select the Update item.
The profile card is now ready to be changed.
3. Modify the values of Drawing Title and Type.
4. Click OK.
The property has been modified in the Team PDM database.
5. Back in CATIA, select the Team PDM Properties Load from Database command.
6. Still in CATIA, you can now see the new values attached to the Drawing title block.
Displaying a CATIA Part TeamPDM Attribute in a Title
Block
The task described below shows how to ensure that the title block is automatically updated to display the part
number of the associated Part.
A drawing title block contains information from various sources. It could look something like this, for example:
The contents of the Designer field is a CATIA Team PDM property. Its source is a field in the CATIA
Product profile card. It corresponds to the Created by… field.
The contents of the Part Number field is defined in CATIA. Property mapping enables this information
to be available in the CATIA Part profile card as well.
The contents of the Material field is also defined in CATIA.
1. Create a Part in a CATIA session.
2. Use the Edit Properties command to define its part number.

3. Save the Part in the database.
Default property mapping ensures that the Part Number field is automatically completed in the database.
4. Create a drawing of the same Part.
5. Design the title block creating a text with the Part Number information (see Designing the Title Block for
more information).
6. Save the Drawing document in the database.
7. Use the TeamPDM Properties Map a Text Value... command to link this text to the Part Number
property of the Drawing document (see Mapping a Text Value for more information).
8. Launch the AttributesOfLinked.bs script (see Using SmarTeam Scripts in a CATIA Session for more
information).
The title block is updated and now displays the Part Number of the part.
When you launch the AttributesOfLinked.bs script, it:
analyzes the logical links to other associated documents (i.e. dependencies)
retrieves the value of the Part Number attribute for each associated document
generates a character string containing a list of all values retrieved (one per line)
stores the list of Part Numbers in the current document
repeats this procedure on all the children i.e. sheets of the Drawing document.
Customizing the AttributesOfLinked.bs Script

The AttributesOfLinked.bs script is designed to retrieve Part Number information from the linked documents.
However, if you wish, you can:
modify the property to be retrieved by editing the script to change the value of the LinkedAttributeName
variable
modify the property where the retrieved information is to be stored by editing the script to change the
value of the MainAttributeName variable
retrieve more than one property by editing the script to duplicate the section starting with the following
comment line:
’ Display information about the children
The tasks described below show how to design a revision block using properties defined in the database.
The properties used for these tasks have already been mapped by the administrator between CATIA and Team PDM (see
Defining Property Mapping for the Revision Block).
Creating the Revision Block on a New Drawing

1. Create a new CATDrawing document.
2. In the New Drawing dialog box that appears, make sure the default values (ISO in the Standard field and A0ISO in
the Format field) are specified and click OK.
3. Design your revision block as shown below:
For more information about the revision block, see Sheet in the CATIA - Generative Drafting User's Guide.
Defining the CATIA Formula Property for Each Attribute from the
Database
1. In the CATIA session, click on the Formula icon.

The Formulas: Drawing dialog box appears.
2. Select String in the New Parameter of type list.
3. Select the New parameter of type button.
You must now use the name defined in your mapping property. In our example we will use Revision, ApprovalDate,
etc. as shown below.
4. For example, change the name to Revision1 in the field on the bottom left specifying the name of the current
parameter. The numbers used must reflect the order in which the revisions were made e.g. : Revision1 = e,
Revision2 = d, Revision3 = c, and so on.
5. In the field on the right specifying the value of the current parameter, enter the "-" symbol.
6. Click on the Apply button.

7. Repeat steps 2 through 6 as often as required for all mapped properties.
Here is a list of the properties defined in the revision block and that are still to be mapped:
Property Name in CATIA Property Value Property Type
Revision2,
Revision3, - String
Revision4
Comment1,
Comment2,
- String
Comment3,
Comment4
ApprovalDate1, ApprovalDate2,
- String
ApprovalDate3, ApprovalDate4,
Authorized1,
Authorized2,
- String
Authorized3,
Authorized4
8. Click OK.
Creating the Text Attributes in the Revision Block

Here is what you will obtain at the end of this task:
For more information see Adding Attribute Link to Text in the CATIA - Interactive Drafting User's Guide.
1. Select the Insert Annotations Texts Text command.
2. Click inside the drawing to indicate where you want to display the drawing type. (If necessary, refer to the revision
block design.)
A text editor window appears.
3. Enter Rev: in this window:
4. Right-click on the appropriate location in the revision block and select Attribute Links in the contextual menu.
5. In the specification tree of the drawing, click on the Drawing.
The Attribute Link dialog box appears.
6. Select Revision1 in the attribute list:
7. Click OK.
The value of the property i.e. the "-" symbol is now displayed in the Text Editor dialog box:
8. Click OK.
9. Repeat steps 1 through 8 for all the cells.
Associating the RevisionBlock.bs Script with a SmarTeam Event
This step has to be done using the SmartBasic Script Maintenance utility.
1. Run the SmartBasic Script Maintenance utility.
2. Enter your login and password with administrative privileges. (Note that the SmartBasic Script Maintenance utility
runs automatically on the default database.) If you want to modify a database other than the default one, you must
first set it as the default database (using the File Switch to Database menu item in the CATIA Team PDM
application).
3. In the class tree, select the CATIA Drawing class then, on the right-hand side, double-click on the cell at the
intersection of the Release row and the After column.
The Script Browser dialog box is now displayed.
4. Select RevisionBlock.bs then click on the Compile button.
6. Back in the Script Maintenance dialog box, select File Exit.

The purpose of this task is to show how to insert the Bill of Material or BOM information into the active view. The BOM or
Part list reflects information on the Product element from which views were generated and consists of an itemized list of the
various parts of a structure shown on a CATIA Drawing.
A CATIA session is open and you are already connected to CATIA Team PDM.
Opening the Butterfly Valve Assembly Product
1. Click the Find Document icon.
Alternatively, select Team PDM Find Find Document.

The Search Editor window is displayed.
2. Locate and select the All CATIA Product query, as shown below:

A new dialog box is now displayed showing the result of the query:
4. Locate and select the BUTTERFLY_VALVE_ASSEMBLY then right-click and select the File Operation / View item:
The document is then launched into CATIA.

A message is displayed warning you that the document is in “read only” state:
5. Click OK.
Inserting a View of the Butterfly Valve Assembly in a Drawing

1. Select the Team PDM New From… menu item.
The New From... window is displayed:
2. In the displayed tree, double-click on the Drawings ISO folder or select the "+" sign to open the folder.
3. Open the Landscape folder.
4. Select the A0 Landscape drawing:
5. Click OK.
A new drawing is created starting from the selected template:
6. Insert in your drawing the projection views of the Butterfly_Vlave_Assembly.CATProduct as shown below:
For more information about projections, see the CATIA - Generative Drafting User's Guide.
Creating the Bill of Material

1. Select the root product of the Butterfly_Valve_Assembly.CATProduct.
2. Select Analyze Bill of Material...

If the Analyze menu does not appear, select Start Infrastructure Product Structure.
The Bill of Material dialog box is displayed.
It is comprises two tabs:
Bill of Material
Listing Report
For more information about the Bill of Material, see Displaying the Bill of Material in the CATIA - Product Structure
User's Guide.
3. Select the Define formats button to customize the display of your bill of material.
A Bill of Material: Define formats panel appears:
4. Transfer the properties (Type, Nomenclature) from Display properties to Hidden properties.
The result should be as shown below:
5. Click OK to validate the creation of the new format.
The Bill of Material: Displays formats dialog box disappears and the Bill of Material now looks like this:
6. Click OK in the Bill of Material dialog box.
Inserting the Defined Bill of Material in the Drawing

1. Select the Drawing.
Make sure you are in the working view.
2. Select Insert Generation Bill of material command.

3. Click the point where the Bill of material is to be inserted as shown below:
For more information about a Generative Bill of Material, see Adding a Generative Bill of Material in the CATIA -
Generative Drafting User’s Guide.
Saving the Drawing
1. Click the Save icon in the toolbar or select the Team PDM Save command.
2. If the Valve-CATIA project is not selected, click on the icon and select the Valve-CATIA project.
3. Select the Generated Drawings folder.

The profile card of the drawing document appears.
5. Enter Butterfly Valve in the description field as shown below:
The profile card of the sheet of the drawing now appears:

The Drawing is now declared in the CATIA Team PDM database:
Bulk Loading
The Bulk Loading command allows a large number of files to be saved in the database. The advantages of this are as
follows:
The save operation is quick.
Links between documents are kept.
The attribute mapping mechanism is used during the save operation.
Only a limited number of user interactions are required regardless of the number of files.
1. In the CATIA session, connect to Team PDM.

2. From the Team PDM menu, choose Bulk Loading...
3. In the Bulk Loading... dialog box that appears, select the files you want to save and click on the Open button:
4. In the Project Manager dialog box that appears, select the project with which you wish to associate the selected
files:
The operation you have just launched is in fact a batch mode save.
A progress bar appears showing the number of files still to be processed and the estimated time required for
completion:
If no problem is encountered during the save operation, the following message is displayed:
Should any problems arise during the save operation such as:
a document cannot be opened in CATIA
no file-type integration can be defined
a report panel is displayed:
6. Once the operation is completed a dialog box appears showing you what documents have been saved and what
links exist between the different documents:
Once your documents have been correctly saved you can:
subsequently retrieve them without any difficulty as they are located in a single project or folder
apply a life-cycle operation (check-in, etc.) to all of them.
Administration
Creating an Additional ORACLE Database
Declaring Microsoft Office Documents and their Links with CATIA in the Database
Using Your Database without Secured Vaults
Upgrading an Existing Database from V5R2/V5R3 to V5R4
This task shows you how to add a new class attribute to an existing class.
As an example, we will add an attribute called 'Drawing Title' to the CATIA Drawing class. Then we will update the profile card
of the class to display this new attribute.
Adding the 'Drawing Title' Attribute to the CATIA Drawing class

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

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

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

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

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

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

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

On the right-hand side of the dialog box, the profile card of a folder appears:
8. Enter Portrait in the Description: field.
9. Click OK.
The following dialog box appears:
10. Click Yes.

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

In this step, it is assumed that you have already created the documents you want to use as templates.
You are now going to add these documents to the project created in the first step. You are advised to store your documents in
the appropriate folders.
2. Click the Connect icon or select the Team PDM Connect command to connect to CATIA Team PDM.
The CATIA Team PDM User Login dialog box is now displayed:
3. Save in the Templates - CATIA project the first document you want to use as a template (see Saving a Part for The First
Time).
4. Check this document (see Checking in a Part).
5. Repeat steps 3 and 4 for all your template documents.
Setting the Project as the Current Template Project

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

3. Click OK.
You have finished defining the current template project.
You are now ready to use the Team PDM New From… command (see Creating a Drawing Document from a Template).
Creating an Additional ORACLE
Database
This task shows you how to create an additional ORACLE database.
It is made up of the following stages: on the ORACLE database server:
Creating a New ORACLE Database
Creating a Logical User for the New ORACLE Database
Defining User Rights for the Logical User
Creating a New ORACLE Database Alias
Creating a New CATIA Team PDM Alias
Initializing Your Database with the Wizard
on the ORACLE database client:
Creating a New ORACLE Database Alias
On Your Oracle
Database Server

1. Select the Start Programs ORACLE Enterprise Manager
Storage Manager command.
2. Enter the user name (by default: system) and the password (by
default: manager).
3. Select the submenu TableSpace Create to create a new

tablespace.
4. Select the General tab and, in the name field, enter the name of
your new tablespace, SMARTEAM2 for instance.
5. Select the pushbutton Add.
6. In the Create Datafile - Default DataBase dialog box, enter, in the
name field, the name of the new directory for your datafile,
<DRIVE:>\orant\database\smart2, for instance.
7. In the Size file field, key in 50 M (the recommended size).
8. In the AutoExtend tab, check the Enable Auto Extend box.
9. In the Increment field, key in 20 M (the recommended size).
10. In the Maximum Extend section, click the Unlimited radio button.
11. Click OK.
12. Select Create.
Your new ORACLE database is created.
Creating a Logical User for the New

ORACLE Database
Security Manager command.
2. Enter the user name (by default: system) and the password (by
default: manager).
3. Select the submenu User Create to create a new tablespace.

4. Select the General tab and, in the name field, enter the name of
your new user, SMARTEAM2 for instance.
5. For Profile, click on the dropdown arrow and select Default.
6. For Password and Confirm Password, enter SMARTEAM2 for
instance.
7. In the Tablespaces sections, in the Default field, click on the
dropdown arrow and select SMARTEAM2.
8. In the Temporary field, click on the dropdown arrow and select
TEMPORARY_DATA.
9. Click Create.
The logical user for your ORACLE database is created.
Defining User Rights for the Logical
User
1. In the ORACLE Security Manager dialog box, select the submenu
User Add Privileges to Users.
2. In the lower window panel, select the user SMARTEAM2 .
3. Select CONNECT and RESOURCE in the lower window panel.
4. Click OK.

The logical user for your database has the correct rights.

Alias
1. Select the Start Programs For Windows NT/SQL Net Easy
Configuration command.
2. Select Add DataBase Alias.
3. Enter your database alias, NewSmarTeam2 for instance.
4. Choose your protocol (TCP/IP in our case).
5. In the TCP/IP Host Name field, enter the name of your server.
6. Select YES.
7. Select Exit SQL Net Easy Configuration.
Your ORACLE Database alias is created.
1. Run the following program:
<DRIVE:>\Program Files\CATIA Team PDM
4.0\BDE\bdeadmin.exe.
2. Create a new ORACLE alias, SmCATIAForTestNew for instance.
3. In the Username field, enter SMARTEAM2.
4. In the Server field, select NewSmarTeam2.world.
Your new CATIA Team alias is created.
5. Check it is correct by selecting the + in the tree
6. Key in SMARTEAM2 as the password.
It is correct if the alias icon name in the data base tree has a green
border.
Initializing Your Database with the

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

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

1. Run the following program:
<DRIVE:>\Program Files\CATIA Team PDM
4.0\BDE\bdeadmin.exe.
2. Create a new ORACLE alias, SmCATIAForTestNew for instance.
3. In the Username field, enter SMARTEAM2.
4. In the Server field, select NewOracleDataBase.world.
Your new CATIA Team alias is created for your client.
5. Check it is correct by selecting the + in the tree.
6. Key in SMARTEAM2 as the password.
It is correct if the alias icon name in the database tree has a green
border.
Declaring Microsoft Office Documents and their Links with
CATIA Documents in the Database
CATIA documents can point to Microsoft Office documents. The purpose of this task is to declare the Microsoft Office
documents and their links with CATIA documents to enable their management through Team PDM.
Examples of link management shown below are as follows:
CATIA Part Design Table (Excel file type)
CATIA Drawing Revision Block (OLE links with an Excel file type)
CATIA Drawing Design Specification (OLE links with a Word file type)
CATIA Drawing Marketing Presentation (OLE links with a PowerPoint file type).
Once you have completed this task you should be able for instance to save in the database a CATPart with its associated
Design Table (Excel file). See Saving a Part with Its Associated Design Table.

Defining New Team PDM Classes for Microsoft Office Documents
Defining New Team PDM File Types for Microsoft Office Documents
Creating the Default Links between New Team PDM Classes and New Team PDM File Types
Creating the Links between CATIA File Types and New Team PDM File Types
Defining Logical Links between CATIA Classes
Defining New Team PDM Classes for Microsoft Office Documents

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

The Wizard User Login window is now displayed prompting you to enter your login/password to access the database.
6. Enter a login with administrative privileges so that you will be allowed to modify the database structure.
The SmarTeam Data Model Wizard opens the Global database settings panel.
7. Use the Next button to access the Define classes page.
8. In the displayed tree, select Document.
9. Click on the tab Sample Entities.
10. In the Enter your own: field, enter the class name Microsoft Excel as shown below:
11. Select the Add button to add the new class.
A SmarTeam dialog box appears:
If your database contains documents that belong to the “Document” class and that you would like to keep, see
"Modify Database Structure" on page 2-74 of the SmarTeam Administrator Guide (Chapter 2, "The SmartWizard
Utility") before going on to the next step. Changes to the basic structure of this database will result in data loss.
12. Click Yes.

13. As shown above in steps 9 through 12, select the Microsoft Excel class.
14. Under Microsoft Excel, enter two subclasses: Design Table and Revision Block.
15. Select the + sign to display the options associated with Microsoft Excel, as shown below:
16. Repeat steps 9 through 13 for the two classes and their subclasses: Microsoft Word (subclasses: Design Specifications
and References) and Microsoft PowerPoint (subclasses: Internal Presentation and Marketing Presentation)
17. As you can see, the new classes and subclasses have now been created.
18. Define a profile card for each class and subclass (see Designing the Profile Card for the Created Classes).
The Changes in class tables dialog box appears:
20. Click OK.

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

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

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

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

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

The File Type Mapping dialog box appears:
5. Select the CATIA V5 File Type: xls.

6. Select the associated CATIA Team PDM File Type: Microsoft Excel.
7. Select the Accept button.

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

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

installation for a production environment.
Note that you can log on as a simple Windows NT user to use

CATIA Team PDM as a simple NT client on any client computer.
The same sample structure (Checked In, Obsolete, Released) is
used for non-secured vaults as for secured vault description. The
difference as compared to secured vaults is that directories are
shared and mapped between the server and clients.
1. On the vault server, use the Windows Explorer to create a shared

directory for the vault and map a drive to it using the Tools Map
Network Drive... command.
2. Create the following subdirectories in the newly created shared
directory:
Checked In
Obsolete
Released.
3. If you want to use this directory as the vault directory, run a CATIA
Team PDM session and go to the Tools Vault Maintenance
submenu.
4. Enter a login with administrative privileges (for example,
TDMadmin as created in Creating SmarTeam Users and Groups
along with the password.
5. Select the tab Checked In and select Add.
6. Select All for the file type field.
7. For the directory path field, with the file tree selection, choose your
shared directory by referencing it with the drive and the shared
directory. Make sure you select the drive mapped for the vault and
after the Checked In directory.
8. Do the same in the Released and Obsolete tabs.
9. Close the CATIA Team PDM session.
The non-secured vaults are now recorded in your database.
10. On each client computer, map the same drive to the same shared
directory for the vault.
You are now ready to use your vault.
This task shows you how to upgrade an existing SmarTeam or CATIA Team PDM database to V5R4. Typically, this can apply to:
a SmarTeam database provided with a SmarTeam installation and already containing another CAD integration (with
SolidWorks or AutoCAD for example)
a V5R2 or V5R3 CATIA Team PDM database provided with a previous CATIA Team PDM installation.
This task does not show you how to upgrade the underlying SmarTeam database from version 3.0 or 3.1 to version 4.0. If
you have to upgrade the underlying SmarTeam database, see the "SmarTeam Upgrade from Version 3.0/3.1 to Version
4.0" documentation available on the CATIA Team PDM CD-ROM media.
If you prefer to upgrade your template instead of directly modifying your database, you will have to perform the first two
steps using the Smart Wizard utility but the next steps can only be performed on a database. So they will have to be
performed on each database you generate from the template (except the last step that is not related to a specific database).

Adding CATIA Classes and Associated Attributes and Links in the Class Tree
Designing the Profile Card for the Created Classes
Defining Masks for Automatic IDs
Defining CATIA File Types and their Associated Tools
Defining CATIA Integration
Defining Default Property Mapping
Creating CATIA Queries
After completing the previous tasks, the database contains the CATIA integration. Demonstration files can be added to this
database. This task is made up of the following stages:
Creating Projects/Folders
Adding Demonstration Files
Adding CATIA Classes and Associated Attributes and Links to the

Class Tree
This step is done using the Smart Wizard utility:
The SmarTeam Data Model Wizard window is now displayed:
2. In the File menu, select the Modify Database Structure item. The
Select Alias window is now displayed. In the List of Aliases, select the
database you want to modify.
3. If the database you have just selected is not the active one, you are prompted
to enter the database password (this database password was set when
declaring the database with the bdeadmin.exe tool).
4. The Wizard User Login window is now displayed prompting you to enter your
login/password to access the database. (Be sure to enter a login with administrative
privileges so that you will be allowed to modify the database structure.)
5. Back to the SmarTeam Data Model Wizard window, use the Next button to access the Define classes page:
On this page you will have to create the following class tree:
CATIA
CATIA Analysis
CATIA Catalog
CATIA cgr
CATIA Drawing
CATIA Material
CATIA Model
CATIA Part
CATIA Product
6. Locate and select the CAD Files class.

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

The SOURCE field will be defined as follows:
18. Repeat step 17 for CATIA Part fields.

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

If you are modifying a database and not a template, it is better if you use the Form Designer utility from the Start Programs menu
item instead of using it directly from the Smart Wizard because you will have the benefit of the Copy/Paste tools to copy the layout
of an existing Profile Card when you design a new one. At your convenience, you can also use the Form Wizard or Auto Form tool
from the Smart Wizard utility, but these two tools will not be discussed in this documentation.
Do the following:
2. If required, enter your login and password with administrative privileges (note that the Form Designer tool runs automatically
on the default database). If you want to modify a database that is not the default one, you have first to set it as the default
database (using the File Switch to Database menu item in the CATIA Team PDM or SmarTeam application).
3. Select the class for which you want to design the Profile Card.
4. Modify the Profile Card.
5. To complete the design of the Profile Card you are advised to create three tabs called:
General
Details
Revision
6. In the General tab, create the following class fields:

CN_ID: TextEdit
REVISION: TextEdit
STATE: Lookup
CN_DESCRIPTION: TextEdit
CN_PART_NUMBER (only for CATIA Product and CATIA Part classes): TextEdit
CN_DEFINITION (only for CATIA Product and CATIA Part classes): TextEdit
CN_NOMENCLATURE (only for CATIA Product and CATIA Part classes): TextEdit
CN_DESCRIPTIONREF (only for CATIA Product and CATIA Part classes): Memo
CN_SOURCE (only for CATIA Product and CATIA Part classes): TextEdit
CN_MATERIAL (only for the CATIA Part class): TextEdit
7. In the Details tab, create the following class fields:

FILE_TYPE: Lookup
FILE_NAME: File Name
DIRECTORY: Directory Name
USER_OBJECT_ID: RefToClass
CREATION_DATE: DateTimeEdit
USER_ID_MOD: RefToClass
MODIFICATION_DATE: DateTimeEdit
8. In the Revision tab, create the following class fields:

APPROVAL_DATE: DateTimeEdit
EFFECTIVE_FROM: DateTimeEdit
EFFECTIVE_UNTIL: DateTimeEdit
PHASE: Lookup
PAR_REVISION: TextEdit
Following is an example of Profile Card corresponding to a CATIA Product class. The Engineering Information section is related to
CATIA Part and CATIA Product classes only.
Contents of the General tab for the CATIA Product class:
Contents of the General tab for the CATIA Part class:
Contents of the General tab for the other classes:

Contents of the Details tab:
Contents of the Revision tab:

2. If required, enter your login and password with administrative privileges (note that the Form Designer tool runs automatically
on the default database). If you want to modify a database other than the default one, you have first to set it as the default
3. Select the Attribute Profile Card screen associated with the
CATIA Analysis class:
The profile card of
the CATIA Analysis
class is now
displayed.
5. In the displayed profile card, select the ID field (the field beside the ID label) then select
the View Properties menu item (or F4 key) to display the properties of the ID field (the
Column property of this field should be: CN_ID).
6. Select the MaskName field, then select the icon.

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

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

This step is done using the SmarTeam Tools Application Setup menu item.
1. Run SmarTeam.
2. The SmarTeam User Login window is now displayed. Enter your login/password with administrative privileges.
3. Verify that the active database is the one you want to modify.
4. Select the Tools Application Setup menu item.

The Application Tools window is now displayed with the list of all defined
file types.
5. Select the Modify button to add the CATIA file types. The File Type window is now displayed.
6. Type CATIA Analysis in the Value field then select the Add button.
7. Repeat the previous step for the following CATIA file types:
CATIA Catalog
CATIA cgr
CATIA Drawing
CATIA Material
CATIA Model
CATIA Part
CATIA Product
The File Type window now looks like this:
8. Select the Close button.

9. In the Application Tools window, select the
CATIA Analysis file type then click on the
Tools button to associate a tool with the
View, Edit and Print actions for this file type.
The CATIA Analysis - Application Tools
window is now displayed:
10. Check that the Edit tab is the active one then
select the Add button to define the tool
associated with the Edit operation.
The Add window is now displayed.
Complete all fields as shown.
For the automatic completion of all fields, you

can select the CATIA Analysis file type in the
pull-down list associated with the Application
tool field. If you do so, remove the path to the
CNEXT.exe already entered in the Command
line field and remove the contents of the Default
directory field. (This information is unused and
may cause problems if the CATIA installation is
not done on the same location for all CATIA
clients.)
11. Select the Advanced Setup tab.

12. In the displayed tab, check the Copy CAD
assembly files and Search files in current folder
options.
14. Back in the CATIA Analysis - Application Tools window, select the View tab.
15. Repeat steps 10 through 13 to associate a tool with the View action.
16. Back in the CATIA Analysis - Application Tools window, select the Print tab.
17. Repeat steps 10 through 13 to associate a tool
with the Print action.
For that action, you will have to complete the
Command line parameters field with:
%1 -e ImmediatePrint -e FileExit
18. Back in the CATIA Analysis - Application Tools window, select the Embedded Viewer tab then select the Add button.
19. The Add window is now displayed. Complete all
fields as shown:

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

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

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

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

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

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

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

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

The Available Databases window is displayed:

The SmarTeam User Login window is displayed:
3. Enter your login/password to
access the database. Be sure to
enter a login with administrative
privileges so that you will be
allowed to modify the database
structure.
The Integration Tool Setup
4. Double-click on the CATIA

integration or select the + sign to
display the options associated
with the CATIA integration:
5. Select the Mapping group types item then right-click and select Add mapping group type.
6. In the Add CATIA mapping group type window, enter CATIA
Product in the Name field then select the Apply button:
7. Repeat the previous step for the CATIA Part class then select the Cancel button to close the window.
8. Back in the Integration Tool Setup window, select the CATIA Product mapping group type then right-click and select Open
groups tree.
9. In the CATIA Product
Mapping Groups Tree
window, select the CATIA
Product item then right-click
and select Add mapping
group.
10. In the Add CATIA Product group window, complete all fields as
shown, then select the OK button:
11. Back in the CATIA Product Mapping Groups Tree window, select Engineering Information item that has just been created in
the previous step, then right-click and select Add mapping property.
12. In the Add Engineering Information property window, complete all

fields as shown then select the OK button:
13. Back in the CATIA Product Mapping Groups Tree window, select the CN_PART_NUMBER item that has just been created
in the previous step then right-click and select Add mapping attribute.
14. In the Add CN_PART_NUMBER mapping window, complete the
Class name and Attribute name fields as shown, then select the
OK button:
15. Repeat steps 11 through 14 to define the other mappings for the CATIA Product class:
Property name Attribute name
CN_DEFINITION Definition
CN_NOMENCLATURE Nomenclature
CN_DESCRIPTIONREF Product's Desc
CN_SOURCE Source
The CATIA Product

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

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

This step is done using the SmarTeam or CATIA Team PDM application.
1. Run SmarTeam or CATIA Team PDM.
2. Select the Edit Find Object menu item.
The Search Editor window is now displayed with the
list of all defined queries:
3. Select the Add

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

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

Nuts
Bearings
Screws
3. In the Hack-Saw - CATIA project, create the following folders:

Mechanical Data
Generated Drawings
Documentation
Adding Demonstration Files

1. In the Nuts folder of the Catalogs - CATIA/Mechanical project, release the following CATIA documents:
HE-M3.CATPart
HE-M4.CATPart
HE-M5.CATPart
H-M3.CATPart
H-M4.CATPart
H-M5.CATPart
2. In the Screws folder of the Catalogs - CATIA/Mechanical project, release the following CATIA documents:
CBL-Z-M3-8.CATPart
CBL-Z-M3-10.CATPart
CBL-Z-M3-12.CATPart
CBL-Z-M3-16.CATPart
CBL-Z-M4-8.CATPart
CBL-Z-M4-10.CATPart
CBL-Z-M4-12.CATPart
CBL-Z-M4-16.CATPart
CHC-M3-8.CATPart
CHC-M3-10.CATPart
CHC-M3-12.CATPart
CHC-M3-16.CATPart
CHC-M4-8.CATPart
CHC-M4-10.CATPart
CHC-M4-12.CATPart
CHC-M4-16.CATPart
CZX-M3-8.CATPart
CZX-M3-10.CATPart
CZX-M3-12.CATPart
CZX-M3-16.CATPart
CZX-M4-8.CATPart
CZX-M4-10.CATPart
CZX-M4-12.CATPart
CZX-M4-16.CATPart
H-M3-8.CATPart
H-M3-10.CATPart
H-M3-12.CATPart
H-M3-16.CATPart
H-M4-8.CATPart
H-M4-10.CATPart
H-M4-12.CATPart
H-M4-16.CATPart
3. In the Mechanical Data folder of the Hack-Saw - CATIA project, release the following CATIA documents:
Hack_Saw_Start.CATProduct
Cover.CATPart
Engine_envelop.CATPart
Slider.CATPart
Crowbar.CATPart
4. In the Generated Drawings folder of the Hack-Saw - CATIA project, release the following CATIA documents:
Drawing_Fab.CATDrawing
Drawing_Mol.CATDrawing
Drawing_Det.CATDrawing
Note that all these CATIA files are provided with the SmCATIADemo database.
Upgrading an Existing Database from
V5R2/V5R3 to V5R4
This page shows you all enhancements made to the database in each
version of CATIA Team PDM. It must be read in conjunction with Using
a SmarTeam Database that describes more precisely how to upgrade
an existing SmarTeam database to V5R4.

Adding CATIA Classes and Associated Attributes and Links to the
Class Tree
Defining CATIA File Types and Their Associated Tools
Adding CATIA Classes and

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

V5R2 has defined the following hierarchical links:
CATIA Product to:
CATIA Product
CATIA Part
CATIA Model
V5R3 has added the following hierarchical links:
CATIA Product to:
CATIA cgr
CATIA Catalog to:
CATIA Product
CATIA Part
V5R4 has added the following hierarchical links:
CATIA Catalog to:
CATIA Drawing (missing in the V5R3 database)
CATIA Catalog (missing in the V5R3 database)
More information can be found in the corresponding task in Using a

SmarTeam Database.
Designing the Profile Card for the

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

SmarTeam Database.

Each document stored in the database has a unique identifier that is
automatically generated when storing the document. This identifier is
stored in the CN_ID ("ID") field of the profile card. The value of this field
is created using a mask.
V5R2 defined the following masks in the provided database:
Class Mask Pattern

CATIA Product CATProduct-9999
CATIA Part CATPart-9999
CATIA Drawing CATDrawing-9999
CATIA Model CATModel-9999
CATIA Material CATMaterial-9999
CATIA Analysis CATAnalysis-9999
V5R3 defined other masks in the provided database:
Class Mask Pattern

CATIA Product CATPRD-9999
CATIA Part CATPRT-9999
CATIA Drawing CATDRW-9999
CATIA Model CATMDL-9999
CATIA Material CATMAT-9999
CATIA Analysis CATANL-9999
CATIA Catalog CATALG-9999
CATIA cgr CATCGR-9999
V5R4 has not defined other masks.

SmarTeam Database.
Defining CATIA File Types and Their

Associated Tools
Each type of document that can be stored in the database is defined
via a file type.
Tools are associated with each file type allowing actions such as Edit,
View or Print.
In V5R2, the following file types are defined:
CATIA Part
CATIA Product
CATIA Drawing
CATIA Model
CATIA Analysis
CATIA Material
Tools are defined for the Edit and View actions.

There is no imbedded-viewer capability.
In V5R3, the following file types were added:
CATIA Catalog
CATIA cgr
The viewer capability is activated by defining the image file

extension (on each seat) in the file LocalConfig\SmTeam32.ini
located in the root directory of CATIA Team PDM installation.
In the various tool definitions, the path to CNEXT.exe has been
removed. The Default directory field has been emptied.
In V5R4, the parameters for activating the viewer capability are
now defined in the database. There is no longer any need of its
declaration in the file LocalConfig\SmTeam32.ini .
The Print tool is now defined.

SmarTeam Database.
Defining Default Values in CATIA

Class Profile Cards
Some fields in the profile cards can be automatically completed with
default values. This is the case for the File Type field that can be
completed with the default file type associated with the class:
In V5R2, the default value for the File Type field were defined for
the following classes:
CATIA Part
CATIA Product
CATIA Drawing
CATIA Model
In V5R3, it was extended to the following classes:
CATIA Analysis (missing in the V5R2 database)
CATIA Material (missing in the V5R2 database)
CATIA Catalog
CATIA cgr
V5R4 has not added any new file type.

SmarTeam Database.

An integration defines for each file type all classes that can be used to
store them.
In V5R2, the CATIA integration was created grouping the
following CATIA file types:
CATIA Part
CATIA Product
CATIA Drawing
CATIA Model
CATIA Analysis
CATIA Material
For each of them, a default CATIA class was associated.

In V5R3, the following two file-types were added with their
default associated class:
CATIA Catalog
CATIA cgr
V5R4 did not add any new file type.

SmarTeam Database.

In V5R3 default property mapping did not have to be defined for
the following fields:
on CATIA Product documents:
Part Number
Definition
Nomenclature
Product's Desc
Source
on CATIA Part documents:
Part Number
Definition
Nomenclature
Product's Desc
Source
In V5R4, property mapping must be defined for the following fields:
on CATIA Product document:
Part Number
Definition
Nomenclature
Product's Desc
Source
on CATIA Part document:
Part Number
Definition
Nomenclature
Product's Desc
Source
Material

SmarTeam Database.

Default created queries allow access to all CATIA classes.
A first query called All CATIA allow to retrieve all CATIA documents
stored in the database. Then, for each CATIA class, a specific query
allow to retrieve all CATIA documents stored in the corresponding
class: All CATIA Product, All CATIA Part, …
For each CATIA class defined in the database, a query is created to
access the documents of the class:
V5R2 has defined the following queries:
All CATIA
All CATIA Part
All CATIA Product
All CATIA Part
All CATIA Product
All CATIA Drawing
All CATIA Model
All CATIA Analysis
All CATIA Material
V5R3 has added the following queries:
All CATIA Catalog
All CATIA cgr
V5R4 did not add any query

SmarTeam Database.
Defining Logical Links between CATIA

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

SmarTeam Database.
This task shows you how to upgrade an existing CATIA Team PDM database from V5R4 to V5R5.
Some of the modifications are mandatory. Others relate to optional functionalities.
Following is the list of functionalities that need a database upgrade:
Document Content Exposure (MANDATORY)
Dirty Flag (OPTIONAL)
New From (OPTIONAL)
Document Content Exposure (MANDATORY)

As of V5R5, when you save CATProduct or CATDrawing documents, not only is the document stored in the database but its
contents also:
The internal components of the CATProduct are stored in separate profile cards.
The sheets of the CATDrawing are also stored in separate profile cards.
The database update consists in:

adding a new attribute to all classes storing CATProduct and CATDrawing documents
modifying the profile card of the updated classes
updating CATIA integration
Adding a New Attribute to All Classes Storing CATProduct and CATDrawing Documents
First, you have to list all classes that can be used to store CATProduct and CATDrawing documents.
The Available Databases dialog box is displayed:

3. Enter your login/password to access the database. Be sure to enter a login with administrative privileges so that you will
be allowed to modify the database structure.
The Integration Tool Setup dialog box is now displayed.
4. Click on the + sign for the CATIA item then select the + sign for Supported component types.
The list of all managed file types is displayed:
5. Select the + sign for CATIA Drawing and CATIA Product.
The associated classes are displayed:
In this example, we will have to update the CATIA Drawing and CATIA Product classes.
Now, using the Smart Wizard utility, you can add the new attribute to the classes:
The SmarTeam Data Model Wizard window is displayed:
2. Select File Modify Database Structure.
The Select Alias window is displayed.
3. In the List of Aliases, select the database you want to modify.
4. If required, enter the database password (this database password was set
login/password to access the database.
Be sure to enter a login with administrative privileges so that you will be allowed to
modify the database structure.
6. Back to the SmarTeam Data Model Wizard window, click twice on the Next button to access the Define class attributes
and indexes page.
7. Locate and select the Fields keyword under the first class used to store the CATDrawing or CATProduct documents.
8. In the Enter your own field, enter FEAT_ID then select the Add button:
9. Select the FEAT_ID field under the Fields keyword. You can set the properties of this field as follows:
10. Repeat steps 7 through 9 for all other classes used to store CATDrawing and CATProduct documents.
11. Click twice on the Next button to access the Define class composition and hierarchical link attributes page.
12. Select the Documents Tree item then the Composition tab.
13. In the class tree just displayed, select the CATIA Drawing class then, in the list, select the CATIA Drawing class:
Now, hierarchical links between the CATIA Drawing class and the CATIA Drawing class are allowed.
14. Click on the Create button
The Changes in class tables dialog box appears displaying a list of all tables that will be changed.
15. Click OK.

The Db Designation dialog box appears:
16. Click OK.

A SmarTeam dialog box appears to confirm successful modification of the database.
17. Click OK.
18. Select the File Exit menu item.
Modifying the Profile Card of the Updated Classes

2. If required, enter your login and password with administrative privileges (note that the Form Designer tool runs
automatically on the default database). If you want to modify a database that is not the default one, you first have to set it
as the default database (using the File/Switch to Database menu item in the CATIA Team PDM or SmarTeam
application).
3. Select the first updated class and add the new attribute (FEAT_ID) in the General tab:
4. Repeat the previous step for all other updated classes.

5. Exit the Form Designer utility.
Updating CATIA integration


The Integration Tool Setup dialog box is now displayed with a list of all integrations:
4. Double-click on the CATIA integration or select the + sign to display the options associated with the CATIA integration:
5. Select the Mapping group types item then right-click and select Add mapping group type.
6. In the Add CATIA mapping group type dialog box, enter Special
Attributes in the Name field then click on the OK button:
7. Back in the Integration Tool Setup dialog box, select the Special Attributes mapping group type then right-click and select
Open groups tree.
8. In the Special Attributes
Mapping Groups Tree
dialog box, select the
Special Attributes groups
item then right-click and
select Add mapping
group.
9. In the Add Special Attributes group dialog box, complete all fields
as shown, then click on the OK button:
10. Back in the Special Attributes Mapping Groups Tree dialog box, select the Special Attributes item that has just been
created in the previous step, then right-click and select Add mapping property:
11. In the Add Special Attributes property dialog box, complete all
fields as shown, then click on the OK button:
12. Back in the Special Attributes Mapping Groups Tree dialog box, select the Additional Identifier item that has just been
created in the previous step then right-click and select Add mapping attribute:
13. In the Add Additional Identifier mapping dialog box, complete the
Class name and Attribute name fields with the created attribute
then click on the OK button:
14. Click on the Close button.

15. Back in the Integration Tool Setup dialog box, click on the Close button.
Note that all classes managing the Document Content Exposure capability must use the same internal attribute name for
identifying the internal object (FEAT_ID in this documentation).
Dirty Flag (OPTIONAL)

Performance of Assembly saving in the database can be improved by the use of the Dirty Flag capability.
After setting up this capability in the database, when saving an assembly containing non-modified sub-assemblies or parts, only
the modified part of the assembly will be updated in the database.
updating CATIA integration
adding a new script.
Updating CATIA Integration


The Integration Tool Setup dialog box is now displayed:
4. Double-click on CATIA integration or select the + sign to display the options associated with the CATIA integration:
5. Double-click the Mapping group types item or select the + sign in front of it.
6. Select the Special Attributes mapping group type then right-click and select Open groups tree.
7. In the Special Attributes Mapping Groups Tree dialog box, select Special Attributes item then right-click and select Add
mapping property:
8. In the Add Special Attributes property dialog box, complete all

fields as shown, then click on the OK button:
9. Back in the Special Attributes Mapping Groups Tree dialog box, select the Dirty Flag item then right-click and select Add
mapping attribute.
10. In the Add Dirty Flag mapping dialog box, complete
the Class name and Attribute name fields as shown
then click on the OK button. (Note that you can
select a superclass.)
11. Repeat the last two steps for all other CATIA classes.
12. Click on the Close button.
13. Back in the Integration Tool Setup dialog box, click on the Close button.
Adding a New Script

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

If you want to use the TeamPDM/New From capability, perform the following steps (otherwise, the functionality will be
unavailable):
adding a new attribute to the Projects class.
Adding a New Attribute to the Projects Class

The SmarTeam Data Model Wizard window is displayed:
2. In the File menu, select the Modify Database Structure item.
The Select Alias window is displayed.
3. In the List of Aliases, select the database you want to modify.
4. If required, enter the database password (this database password was set
login/password to access the database. Be sure to enter a login with administrative
privileges so that you will be allowed to modify the database structure.)
6. Back to the SmarTeam Data Model Wizard window, click twice on the Next button to access the Define class attributes
and indexes page.
7. Locate and select the Fields keyword under the Projects class.
8. In the Enter your own field, enter Template Project then select the Add button.
9. Select the Template Project field under the Fields keyword. You can set the properties of this field as follows:
10. Select the Create button to save the modifications to the database.
The Changes in class tables dialog box appears displaying a list of all tables that will be changed.
11. Click OK.
The Db Designation dialog box appears:
12. Click OK.

A SmarTeam dialog box appears to confirm the successful modification of the database.
13. Click OK.
14. Select the File Exit menu item.

The CATIA TeamPDM user interface looks something like this:
For more information about the items of the Team PDM menu bar or toolbar, either click on the item concerned in the figure
above or go into one of the sections below.
Menu Bar
Toolbar
TeamPDM Menu Bar
For more information, see Connecting to the
Database.
In a CATIA session, disconnects the Team

PDM database.
Creates, in the CATIA session, a new

document based on an existing Team PDM
database document.
For an example of use, see Creating a New
Drawing of the Part from a Drawing Template.
Find
Document
For more
information,
see
Finding.
Find
Document
by Attribute
For more
information,
see
Creating a
Search by
Attribute.
Find
Document
by
Example
For more
information,
see
Creating a
Search by
Example.
For more information, see Saving a Part,
Saving an Assembly or Saving a Drawing.
For more information, see Bulk Loading.
For more information, see Saving a Part or

Saving an Assembly.
Load from
Database
Forces the
update of all
the mapped
properties of
the document
in the CATIA
session.
Save in
Database
Forces the
update of all
the mapped
attributes of
the document
in the Team
PDM
database.
Map a Text
Value...
For an
example of
use, see
Displaying a
CATIA
Drawing
TeamPDM
Attribute in a
Title Block.
Provides the database view of the document
currently displayed in a CATIA session.
For more information, see Finding Out Where

a Document Is Used.
For more information, see Finding Out Who Is

Using a Part.
Switches from the CATIA session to the Team

PDM application.
Inserts a Part or Product

stored in the Team PDM
database into an
Assembly.
For more
information,
see Life
Cycle Menu
Options.
Local Files
Explorer
Lists all files
copied to the
view and work
directories.
For an
example of
use, see
Cleaning the
view
Directory.
Default Link
Settings
Allows you to
set the default
project that is
proposed
when storing
a new
document.
File Type
Management
Maps CATIA
V5 file types
to Team PDM
file types. For
an example of
use, see
Creating the
Links
between
CATIA File
Types and
New Team
PDM File
Types.
Property
Management
Manages
mapping
group types
and
associated
information.
Class
Management
Declares all
classes that
can be used
when saving
a document
of the
corresponding
file type.
Current
Template
Project
For more
information,
see Setting
the Project as
the Current
Template
Project.
TeamPDM Toolbar
For more information, see Connecting to the Database.
For more information, see Finding.
For more information, see Saving a Part, Saving an Assembly or Saving a

Drawing.
For more information, see Checking In a Part, Checking In an Assembly
Provides the database view of the document currently displayed in a CATIA

session.
Inserts a Part or Product stored in the Team PDM database into an

Assembly.
Switches from the CATIA session to the Team PDM application.

Customization

You can already adapt SmarTeam to your particular requirements by writing and delivering scripts that modify or
replace existing functions or even create new ones. Typical uses would be to check data produced or generate data (for
a BOM or an export operation for example).
Such scripts can be:
attached to events in SmarTeam and be triggered before, after or instead of the action concerned
placed in the Graphic User Interface (GUI):
by default, in the Tools User Defined Tools menu item
anywhere in the GUI by means of the Menu Editor.
You can also launch as many as ten SmarTeam scripts from a CATIA session using the ten associated commands.
There are already six sample scripts delivered in the form of ready-to-run samples (see the List of Sample Scripts
below). These scripts as well as any others you decide to write must be assigned to one of the ten associated
commands. You then only have to place the corresponding commands where it suits you best in the GUI.
Defining the SmarTeam Scripts to Be Accessed from the CATIA Session
Placing the Commands in the CATIA Graphic User Interface
List of Sample Scripts
Defining the SmarTeam Scripts to Be Accessed from the CATIA

Session
2. Select the Tools Options... command.

The Options dialog box appears with the category tree in the left-hand column. In the General category of the
Options tree, select Compatibility and click on the SmarTeam Scripts tab. The Options dialog box appears.
Make sure you are connected to SmarTeam before accessing the Options dialog box.
Otherwise, an error message will appear prompting you to do so:
3. In the field(s) containing the command you want to use, open the combo box to display the list of scripts and
select one of the scripts in the list to assign it to the command. In this way, you can associate one of ten scripts
with each of the ten commands available:
4. Click OK.
Placing the Commands in the CATIA Graphic User Interface

You must now decide where you want to put the SmarTeam commands in the CATIA GUI. You can, for example,
create a CATIA Team PDM toolbar containing the commands. To do this, do as follows:
1. Select Tools Customize... or View Toolbars Customize...

The Customize dialog box appears. Select the Toolbars tab:
2. Click on the New... button to create a new toolbar (see Managing User-Defined Toolbars in the CATIA -
Infrastructure User's Guide).
3. Click on the Commands tab and select the All Commands category on the left-hand side of the dialog box.
4. From the Commands list, find the ten SmarTeam commands:
5. Drag and drop the command(s) onto the toolbar you just created.
For more information on toolbar customization, see Customizing a Toolbar by Dragging and Dropping in the CATIA -
Infrastructure User's Guide.
List of Sample Scripts
About.bs
Provides information about the current database and current user.
BottomUp.bs
Displays a bottom-up view of the selected object.
DisplayView.bs
Displays a stored view.
QuickFind.bs
Presents a quick find interface.
RevisionBlock.bs
Inserts required information in a revision block in the drawing.
AttributesOfLinked.bs
Retrieves attributes from a linked object (e.g. retrieves the part number of the documents displayed in the
drawing sheets and updates the sheet profile card)
SmartBox.bs
Opens the SmartBox window.
StartProcess.bs
Initiates a new process and attaches the current item to it.
Index
A
About.bs
adding
an assembly
a Part to an assembly
assemblies
adding
adding a Part to
building
checking in , ,
checking out , ,
life cycle options ,
managing revisions ,
modifying ,
releasing ,
saving , , ,
associated objects
managing
revising
viewing
AttributesOfLinked.bs script
B
batch mode save
BottomUp.bs
bulk loading
browsing
building an assembly
C
CATIA V5
configuring
checking in/out documents

class attributes
adding to an existing class
classes
managing
components
revision management ,
saving , ,
configuring CATIA V5
connecting to the database
copying files
creating
template projects
a Drawing document from a template

D
database
connecting to the
storing a new Part in the
data structure
deinstalling
defining property mapping
for revision blocks
for title blocks

dependencies
associated objects
working with dependencies
design environment
designing
revision blocks
title blocks
directories
view
work
DisplayView.bs
documents
browsing
copying a file
creating Drawings from a template
editing
finding
launching
managing drawings
managing revisions
saving
viewing in a Project
drawings
updating
managing
E
Edit option
F
finding documents
finding out who is using what Part (Who Is Using command)
I
Insert Component option
installing
standalone station
standard customer configuration

L
life cycle options
linked document strategies
Local Files Explorer
loading in bulk
localizing linked document strategies
logging on
M
mapped product properties
using
mapping
properties (administrator)
properties (user)
text values (administrator)
menu bar
modifying
released assemblies
O
obsolete vaults ,
ORACLE
checking the server installation
creating an additional database

deinstalling the database
installing clients ,
installing the server
P
parts
adding ,
adding to an assembly
checking in ,
checking out ,
checking out a new release ,
obsolete ,
releasing ,
saving
PDM
projects
organizing
Propagate Operation
properties
mapping (administrator)
mapping for revision blocks
mapping for title blocks
mapping (user)
Q
QuickFind.bs
R
Relatives Being Modified
releasing assemblies ,
replace revisions
reverse dependencies
revision blocks
designing
RevisionBlock.bs , ,
revision management
associated objects
checking in a Part ,
checking in a Product ,
checking out a Part ,
checking out/in documents
copying documents
life cycle options
Obsolete ,
S
safekeeping
save
batch mode
Save As window
bulk loading
save options
scripts
using SmarTeam scripts in a CATIA session
About.bs
AttributesOfLinked.bs script
BottomUp.bs
DisplayView.bs
QuickFind.bs
RevisionBlock.bs , ,
SetDesc.BS
SmartBox.bs
StartProcess.bs
Update_Dirty_Flag.bs
search
by attribute ,
by example ,
creating a
modifying a
running a
search options
searching for a document
secured vaults , , ,
SetDesc.BS
Show Parents
SmartBox.bs
SmarTeam database
using a
standalone station
installing
standard customer configuration
installing
StartProcess.bs
storing a new Part in the database
Switch to Latest Revision
T
templates
creating a Drawing document from

template projects
creating
text values
mapping
title blocks

designing
updating
toolbar
U
Update_Dirty_Flag.bs
updating
drawings
title blocks
upgrading an existing database
from V5R2/V5R3 to V5R4
from V5R4 to V5R5
V
V5R4
upgrading an existing database from V5R2/V5R3 to

V5R5
upgrading an existing database from V5R4 to

vaults
secured , , ,
obsolete ,
view directory
viewing documents in a Project

W
Where Used option
Who Is Using command
workbench description
work directory
working with projects

Catia Notes1

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Catia Notes1

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CATIA Team PDM

© Dassault Systèmes 1994-2001. All rights reserved.

Preferred Road Maps

Installing a Standard Customer Configuration

What You Need Before Installing

Installing a Standalone Station

Connecting to the Database

Finding and Working with Your Documents

Working with Classes

Maintaining Security and Control

Finding Out Who Is Using a Part

Using Mapped Properties

Adding a Class Attribute to an Existing Class

What Are the Designer's Design Tasks?

What Are the Basic Data Management Tasks?

The Solution: PDM

Data Management Tasks

What Is CATIA Team PDM?

CATIA Team PDM Design Environment

The following table describes the CATIA Team PDM icons:

Preferred Road Maps

Graphic conventions are denoted as follows:

indicates a target of a task.

indicates the prerequisites.

indicates the scenario of a task.

indicates the end of a task.

indicates functionalities that are new or enhanced with this Release.

What You Need Before Installing

Prior to installation it is strongly recommended to deinstall any CATIA,

Users and Groups in Windows NT,

Installing the ORACLE Server

On the database server, use the CDROM Oracle 8 "SmarTeam

Checking the ORACLE Server

Before starting check that you have the following CD:

The following components are to be installed:

Installing the Smart Vault Server

The CATIA Team PDM installation program

6. In the Registration Confirmation

7. After reading the contents of the

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

In the Choose Destination Location

9. Click on the Next button.

10. To select a new folder for installation,

12. Select the following (recommended

14. In the Components to Install window,

16. In the Vault Server Setup window, as

The installation of the vault server creates user-groups, possibly at the

The service is started in context of a specific account. This account must

After installation 1. Associate users to the vault groups.

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

18. If necessary, type in a new program

19. In the Select Directory window, as

21. In the Database Server Location

26. In the SmarTeam Vault Server Users

29. In the SmarTeam Vaults Clients

37. Click Next to complete SmarTeam Server installation.

38. After successful installation, the Setup

40. After successful installation, the Setup

Click the Finish button.

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

3. In the toolbar, go to the submenu Policies User Rights.

Defining User Authorizations to Access Smart

Creating a New Database from a Database