October 2007
Managing Pro/ENGINEER Data in the Windchill 9.0 Workspace
by Roberta Dishno

A workspace is a private area where you can manage multiple objects and perform basic data management operations. You can bring objects into your workspace from your authoring application, from your local file system, or from the commonspace, which is the collection of contexts on a Windchill server that are accessible to you and others on your team that have the appropriate access privileges.

 

With Windchill 9.0, the workspace for managing Pro/ENGINEER data has changed in order to improve your user experience.

 

For example, the area of unused space at the top of the workspace has been compacted so you have more viewing area of objects in the workspace. New functionality has been added to the workspace, such as Save As, and Find in Table.

 

User Interface changes to the Windchill 9.0-Pro/ENGINEER workspace includes the following (Figure 1):

 

  • New Menu for accessing the Event Manager and the Edit Workspace Preferences menu—now you access these menus from the Pick an Action menu next to the Primary Active Workspace title located at the top right corner of the Workspace
  • Changes to the commands under the File Menu
    • Add has replaced Add to Workspace command
    • Rename has been moved to this menu
    • Save As in the workspace is new for Windchill 9.0  
    • Synchronize Workspace has been removed from this menu and you can now find it under the Tools menu
  • Changes to commands under the Edit Menu
    • Attributes has replaced the Edit Properties command
    • Find in Table is new for Windchill 9.0
    • Set State has been added, which allows those with the correct access control to set the lifecycle state of an object
  • View Menu has been removed
  •  Tools Menu has been added
    • Under this menu you will find the Import to Workspace and Export to Workspace commands, which are new with Windchill 9.0
    • Synchronize has replaced the Synchronize Workspace command
  • New Current View  pull-down action menu
  • New Icons for the workspace toolbar—new icon menus added to the workspace toolbar include Revise and Find in Table. Titles of the icons have been removed to provide more area to view objects in your workspace.
  • New Icon Status Columns

Using View Commands in Windchill 9.0

There are circumstances where you will need to quickly find an item(s) listed in your workspace, which may contains hundreds, if not thousands of items. Creating a table view with a custom filter can be an inefficient use of your time. In Windchill 9.0, the View Action pull-down menus allow you to find objects quickly. The view menus are located at the top right corner of the Workspace table. (Figure 2)

 

Under the first Current View pull-down menu, you can quickly select all custom views along with out of the box views which filter the workspace to list only CAD Documents or Windchill Parts. With Windchill 9.0 you also have the option to share your view with others on your team if you are an administrator.


The second pull-down menu has two options; one is to view all items in the workspace As a List which is the standard viewing option for the workspace. The other option allows viewing all objects As a Featured Objects List, which is a view designed to restrict the number of objects displayed in the workspace to the ones likely to be the most interesting to you, as defined by the following rules:

  • Rule 1 - Include objects initially selected for Add to Workspace Action.
  • Rule 2 - Include objects initially selected for opening in an authoring application
  • Rule 3 - Include all checked out objects
  • Rule 4 - Include all objects modified locally or in the server-side workspace
  • Rule 5 - Include all drawings included for selected items

Sometimes instead of viewing objects, all you may want to do is find a particular object. There has been a new icon added to the end of the workspace toolbar called Find in Table. This Find in Table capability brings browser-like find capability to the workspace table, allowing you to search for items based on a text string.

Using Icon Status Columns in Windchill 9.0

In the OOTB default table view of the workspace, there are five untitled columns on the left side of the workspace table:

  • Modified Status
  • Local Workspace Status
  • General Status
  • Share Status
  • Sort By Icon Column

If you put your cursor at the column head, the title appears for each one. If you configure a custom table view for the workspace, you can display additional status columns including the new Out of date, Out of Date with Workspace Configuration and the Compare status column. (Figure 3)

Symbols in the Out of Date status column indicates if an object is out-of-date as compared to the latest iteration on the given revision available on the server. The symbols for the two possible statuses are the same. The exact status is revealed if you place your cursor on the symbol. The two Out of Date status symbols are the following:

  •  - Out of date - Modified by you
  •  - Out of date - Modified by another user

Symbols in the Out of Date with Workspace Configuration status column indicates if an object does not conform to the workspace configuration. The symbols for the two possible statuses are the same. The exact status is revealed if you place your cursor on the symbol. The two Out of Date with Workspace Configuration status symbols are the following:

  •  - Out of date with Workspace Configuration - Modified by you
  •  - Out of date with Workspace Configuration - Modified by another user

Symbols in the Compare status column indicates additional status information not contained in other columns. Below are the three symbols you can see in this column:

  •  - Critical Error: File name conflict
  •  - Error: File Name changed
  •  - Warning: Removed from Workspace

 



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