Introducing a Single Component to CES

About Introducing a Single Component to CES

CATIA Client lets you introduce generic parts, CATPart files and their associated design tables, from your V5 catalog, directly into CES. For more information about managing generic parts, refer to Generic Parts. However, you may also need to introduce other types of parts into CES besides generic parts. Single Component Introduction lets you introduce the following to CES as Internal Items:
  • CATParts without design tables
  • CATParts with Knowledge Templates (also called Features)
  • CATProducts (in black box node)
  • CATProducts with Knowledge Templates (in black box mode)
  • Chapter descriptions
  • V4 .model components

These various types of components can be transferred into the CES database so that they are available to designers and engineers during the development phase. This allows the developers to see what parts and products already exist and are available for use. You can transfer existing components from CATIA into CES using the Single Component Introduction button on the CES toolbar. This button invokes a wizard that takes you step by step through the process of introducing CATParts and CATProducts to the CES database.

Once you have created a component in CES that part or product can be updated with changes made to the same part or product in ENOVIA V5 VPM. For more information about updating components, refer to Updating a Single Component in CES. In addition, once you have successfully introduced a part or product to the CES catalog, you can edit the cross references to other data by logging into VPM Lifecycle Navigator Web as Administrator and editing the items. For more information on this, refer to CES Enterprise Catalog Navigator : User Tasks : Item Details : Editing Internal Items, CES Enterprise Catalog Navigator : User Tasks : Item Details : Editing Manufacturer Information, and CES Enterprise Catalog Navigator : User Tasks : Item Details : Editing Supplier Information.

All parts or products that are introduced to the CES catalog can be found using either a Simple Search or a Standard Search. For more information about searching in general, refer to CES Engineering Catalog Navigator : User Tasks : Search.

When Introducing a New Single Component to CES

  • The part or product must be saved in ENOVIA V5 VPM before introducing it to CES.
  • If you try to introduce a generic part, an error occurs.
  • When introducing a new component, you must provide a Creator Organization, a Consumer Organization, and a Project in the wizard. If this information is not provided, you will be prompted to provide the missing information.
  • When introducing a component to CES, the project to which the user is logged in to, in ENOVIA, is automatically set as the project that owns the component being introduced and is the only project allowed to modify or synchronize the component.
  • Approval of the component in CES can be done manually, through the wizard, by setting the Approval Status field in Step 4 of the CES Component Introduction Wizard. The options available in the Approval Status field are dependent on the user settings, but should include only the PreApprovedState options. For more information about approval settings, refer to CES Enterprise Catalog Administration : User Tasks : CES Administration Desktop User Documentation : Managing Users and User Groups : Approval Settings for Users and user Groups.
  • You can indicate whether to have the CES Internal Item ID for a component created from the PLM Part Number, or you can map any PLM attribute to any CES attribute.
  • You can indicate whether to have the CES Internal Item Description created from the PLM Part Description, or some other attribute.
  • When introducing a new component to an existing category, the category must be a leaf category in the tree and can not have chapters, sub-catalogs, or sub-part families associated with it.
  • Multiple components can be introduced to the same leaf category.
  • When introducing Component Family Descriptions of a Catalog, only the keywords associated specifically with the Description are considered for attribute mapping. No keywords are inherited from the parent chapter.
  • Only PartNumber information is retrieved for .model files. No design or PLM information is stored in CES. Therefore, in the CES Component Introduction wizard there will be no attributes available for mapping.
  • When mapping CATIA/PLM attributes to CES attributes:
    • You can map all CATIA/PLM attributes to CES attributes
    • You can ignore the CATIA/PLM attributes and map only the remaining required attributes to CES.
    • You can map attributes of similar data types (for example String to String, or Integer to Integer, etc.).
    • You can map all data types to String.
  • When mapping CATIA/PLM attributes to CES attributes:
    • CES displays information about the source of the CATIA/PLM attribute being mapped. The following designations are used:
      • (C): The attribute is derived from CATIA
      • (CP): The attribute is a CATIA Publication attribute
      • (P): The attribute is derived from the PLM system.
  • When mapping CATIA/PLM attributes to CES attributes:
    • The list of available CES attributes includes designations for the data type of each CES attribute. These include:
      • (E): The CES attribute takes Enumerated valid values
      • (R): The CES attribute takes Range valid values
  • When introducing a component to CES, the PLM project associated with the component must exist within CES. If the project does not exist within CES, component introduction will fail. For more information about adding projects to CES, refer to CES Administration Guide : User Tasks : Customizing CES in Admin Desktop : Adding PLM Projects to CES.

How To Introduce a New Single Component to CES

This task explains how to introduce a single component into the CES database:
This example assumes that:
  • you are familiar with CATIA and the process of creating a new part or product, have created one and saved it to ENOVIA V5 VPM, or have one in ENOVIA V5 VPM you wish to transfer to CES
  • you have established a connection with ENOVIA V5 VPM. For information about logging in to ENOVIA V5 VPM, refer to Logging in to ENOVIA V5 VPM in CATIA.
  • have logged in to CES. For more information on logging in, refer to Accessing CES Functionality.
  1. Open the part or product you wish to introduce to CES in ENOVIA V5 VPM.

  2. Select the part or product and click the CES Single Component Introduction button on the CES toolbar. The first page of the CES Component Introduction Wizard appears. This page contains read-only CATIA and PLM attribute information about the part or product you are introducing to CES.

  3. Click the Next button. The second page of the CES Component Introduction Wizard appears. Select the category in which to put the new part or product you are introducing. You must select a leaf category. If you select an intermediate category, you will be prompted to select a leaf category.


     

  4. Click Next to go to the next page. The third page of the CES Component Introduction Wizard appears. This page lets you map CATIA and PLM attributes to CES attributes. Map all attributes as desired and then click Next. If you do not map all the attributes listed in the From PLM drop down list, you will be prompted to do so when you try to advance to the next page.

  5. The fourth page of the CES Component Introduction Wizard contains a summary of the information that will be introduced to CES for the part or product you selected. This information is contained on three tabs, Item Specification Info, Internal Items Info, and CES to PLM Mapping Info.

  6. Please note that on the Internal Items Info tab you must indicate both the Creator Organization and the Consumer Organization. To select an organization, click the button beside the Creator Organization and Consumer Organization text boxes. The CES Item Selector window appears. Select the desired organization and click OK. If either of these values is not set, you will receive an error message.



  7. On the CES to PLM Mapping Info tab you must set the Project. To do this, click the button beside the Project text box. The CES - Valid Values window appears. Select one or more desired values in the Available values list and click the right-arrow to move them into the Selected values list. When you have selected all desired values, click OK. If any of these values is not set, you will receive an error message. If you have workflow enabled, you can set the necessary Approval Status. For more information on enabling workflow, refer to Tools Options for CES.



  8. Review the information and then click Finish to complete the introduction process. The following window appears to indicate success.

CES Component Introduction Wizard Step 1 of 4 Window

This table describes the fields displayed in the CES Component Introduction Step 1 of 4 window.

Fields Description

CATIA Items

Displays CATIA information about the part or product.
PLM Items Displays PLM information about the part or product.


This table describes the buttons displayed in the CES Component Introduction Step 1 of 4 window:

Button Description

Cancel

Close the window and cancel the component introduction process.

Previous

Go to the previous step. This button is disabled in Step 1.

Next

Accept the information in this step and proceed to the next step.

Finish

Finish the introduction process. This button is disabled in Step 1.

CES Component Introduction Wizard Step 2 of 4 Window

This table describes the fields displayed in the CES Component Introduction Step 2 of 4 window.

Fields Description

Tree View

This displays the hierarchy in a tree form. You can expand the nodes of the tree to see each set of sub-categories.

List View

This tab lets you search for a category based on an attribute name or a category name. For more information about this tab, refer to CES Engineering Catalog Navigator : User Tasks : Search : Attribute Based Category Search.

Show Count

Indicates whether to display the number of items in each category.


This table describes the buttons displayed in the CES Component Introduction Step 2 of 4 window:

Button Description

Find Categories

Find all categories matching the text entered in the Attribute Name or Category Name fields.

View Hierarchy

View the hierarchy of the category selected in the results list.

Cancel

Close the window and cancel the component introduction process.

Previous

Go to the previous step.

Next

Accept the information in this step and proceed to the next step.

Finish

Finish the introduction process. This button is disabled in Step 2.

CES Component Introduction Wizard Step 3 of 4 Window

This table describes the fields displayed in the CES Component Introduction Step 3 of 4 window.

Fields Description
Internal Item Number Drop down list that lets you select the attribute from which to derive the Internal Item Number.
Internal Item Description Drop down list that lets you select the attribute from which to derive the Internal Item Description.

Ignore Enovia Attributes

Indicates whether to ignore the existing PLM attributes when introducing the new component.

Perform Automap Indicates whether to automatically map a PLM attribute to a CES attribute having the same name and datatype.
Prefix Enter the prefix you wish to add to the Internal Item Number, or the Internal Item Description, if any.
Suffix Enter the suffix you wish to add to the Internal Item Number, or the Internal Item Description, if any.
From PLM Contains a list of attributes in PLM that can be used to map information to the attribute selected in the To CES field.
To CES Contains a list of CES attributes. The attribute selected in the From PLM field will be mapped to the attribute you select in this list.

Selected Mapping

Contains a list the information that will be mapped from PLM into CES for the new component.


This table describes the buttons displayed in the CES Component Introduction Step 3 of 4 window:

Button Description

Add Mapping

Add the mapping specified in the From PLM and To CES fields to the Selected Mapping section.

Delete Mapping

Deletes the selected mapping from the Selected Mapping section. The deleted mapping will no longer be used when introducing the new component to CES.
Ignore Remaining Ignore any remaining attributes that are not mapped.

Cancel

Close the window and cancel the CES component introduction process.

Previous

Go to the previous step.

Next

Accept the information in this step and proceed to the next step.

Finish

Finish the introduction process. This button is disabled in Step 3.

 

CES Component Introduction Wizard Step 4 of 4 Window

This table describes the fields displayed in the CES Component Introduction Step 4 of 4 window - Item Specification tab.

Fields Description

Instances of Mapped Part Family

Contains the information on each instance of the new component.

This table describes the buttons displayed in the CES Component Introduction Step 4 of 4 window:

Button Description

Cancel

Close the window and cancel the component introduction process.

Previous

Go to the previous step.

Next

Accept the information in this step and proceed to the next step. This button is disabled in step 4.

Finish

Finish the introduction process.


 

This table describes the fields displayed in the CES Component Introduction Step 4 of 4 window - Internal Items Info tab.

Fields Description

Internal Item Instances

Contains the Internal Item information for each new component. This includes the organization(s) that created the item and will use the item. Please note that you must set the Creator Organization and the Consumer Organization or the introduction will return an error.

Creator Organization Organization that created the component. This must be set or the introduction will return an error.
Consumer Organization Organization(s) that will use the component. This must be set or the introduction will return an error. You can select multiple consumer organizations.
Create New Revision for Existing Items Select this to create a new revision of an item, instead of overwriting an existing item.

This table describes the buttons displayed in the CES Component Introduction Step 4 of 4 window:

Button Description

Click this to display the CES Item Selector window that allows you to select the Creator Organization and the Consumer Organization.

Cancel

Close the window and cancel the component introduction process.

Previous

Go to the previous step.

Next

Accept the information in this step and proceed to the next step. This button is disabled in step 4.

Finish

Finish the introduction process.


 

This table describes the fields displayed in the CES Component Introduction Step 4 of 4 window - CES To PLM Mapping Info tab.

Fields Description
PLM Profile PLM information corresponding to the new CES instances of the component.
Send For Approval Select this to handle the approval of a component using Enterprise Process Management (EPM) Workflow.

Approval Status

Contains the options used to manually approve the introduction process. For more information about enabling workflow, refer to Tools Options for CES.

Project Contains the project(s) into which the new component will be introduced.

This table describes the buttons displayed in the CES Component Introduction Step 4 of 4 window:

Button Description

Click this to display the CES Item Selector window that allows you to select the Creator Organization and the Consumer Organization.

Cancel

Close the window and cancel the component introduction process.

Previous

Go to the previous step.

Next

Accept the information in this step and proceed to the next step. This button is disabled in step 4.

Finish

Finish the introduction process.