Integrating CES and Document Selection

About Integrating CES and Document Selection

When selecting documents in the CATIA environment, it may be helpful to have access to CES. By making a few changes in Tools > Options, you can determine the environments in which you can access CES during document selection.  The available environments are:
  • Folder: This is the default document environment, indicated by Current in the Status column. In this environment the window accesses folders containing the documents.
  • DLName: This environment lets you restrict access to specific folders referenced by logical names referred to as DLNames.
  • SmarTeam: This environment lets you access SmarTeam projects stored in SmarTeam - CATIA Integration.
  • SmarTeam Query: This environment lets you access SmarTeam projects stored in SmarTeam - CATIA Integration using queries.
  • Catalog: This environment lets you access documents stored in catalogs.
  • ENOVIA V5 VPM: This environment lets you access documents stored in ENOVIA V5 VPM.
  • Loaded Document: This environment lets you access documents loaded in the current session.
  • Sourcing Search: This environment lets you access documents related to a CES item.

The CES Browse window appears in addition to the File Selection window when you open a file, replace a component, or perform other functions that involve the File Selection window, depending on the environments you have allowed in Tools > Options.

When Integrating CES and Document Selection

  • To use the CES Browse window, you must click Cancel in the File Selection window.
  • Only document types supported by CES can be opened using the CES Browse window (CATParts and CATProducts). If a CES item is associated with a Knowledge Template, the document containing the Knowledge Template is returned.
  • The options available in the Browse window vary depending on the environments you allowed in Tools > Options and the function in which it is invoked.
  • If you use the Sourcing Search through the Browse window, you still have the option of:
    • Selecting more than one CES item
    • Using Standard Search
    • Using Simple Search
    • Accessing saved searches

How To Integrate CES and Document Selection

This task explains how to change the Tools > Options settings and access CES when selecting a document:
This example assumes that:
  • you have CATIA Client running and it has access to a CES database that has been populated with internal item information
  • you have logged in to ENOVIA V5 VPM and CES. For more information on logging in, refer to Logging in to ENOVIA V5 VPM in CATIA and Accessing CES Functionality.
  • you have performed a search for internal items using attribute values appropriate for your database
  • you have a product structure window open
  1. Start CATIA. From the Tools menu select Options. The following window appears:

  2. Select the Document tab.

  3. In the Document Environments section select each environment in which you wish to allow CES integration and click Allowed. When you have set all the environments, click OK to apply the changes.

  4. Back in CATIA, select File > Open. The File Selection window appears and the Browse window appears.

  5. Click Cancel in the File Selection window. The Browse window becomes active.

  6. Click ENOVIA. Both the Search Conditions and the Search Result windows appear. Enter the search criteria in the Search Conditions window and click OK. The Search Result window is updated with the list of search results. 



  7. Select the item you wish to open from the list of search results and click Open. The selected item opens.

 

Browse Window


This table describes the buttons displayed in the Sourcing Search Results window:

Button Description
File Click this to browse folders for a file.
Catalog Click this to browse catalogs.

Loaded Document

Click this to browse loaded documents.

ENOVIA

Click this to browse ENOVIA V5 VPM.

Sourcing Search

Click this to search CES for CATParts or CATProducts.