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Open the CATProduct document you want to save.
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From the
SmarTeam toolbar, click Save
.
Alternatively, select SmarTeam > Save.
The Save As dialog box that appears.
In case no leading project is defined, the dialog box lets you choose the project in which
you wish to save the document. If, as shown below, a leading project exists,
the dialog box displays the name of this leading
project. For more about projects, see the SmarTeam documentation.
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Select Link to project to save the document in the current
project. By default, this option is not selected.
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Select Add to desktop, now available, to ensure that the
document will be shown in the different SmarTeam windows.
In case you do not select this option, the only way of finding this
document will be by using the SmarTeam Search capability. For
more information about searching for documents, see the SmarTeam
documentation.
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Select Link to project to ensure that the document is linked
to the chosen project. By default, this option is not selected.
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Click Advanced
to access additional information. This part of the dialog box shows all the different
document linked to the
CATProduct document you are saving.
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Click on any of these CATPart documents.
The corresponding SmarTeam profile card is displayed. It provides an organized interface that displays the attributes of
the selected part.
The profile
card is divided into different groups of data, that change according to
the type of object selected. As shown in our scenario, a CATPart profile
card has three groups:
You just need to click the + sign to the left of the group
name to expand it and access the requested information. |
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Clicking
Project Manager
allows you to return to the initial dialog box.
SmarTeam shows the profile card corresponding to the CATProduct document. In our scenario, five parts are to be saved.
SmarTeam has already identified the
product as shown in the document ID field of the document profile card:
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Enter the information you need in the different editable
fields of the profile card. Fill in the fields as described below
in Save As Dialog Box, or accept the default
attributes. Other attributes are filled in automatically with CATIA
information.
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Now that you have entered your
own information, click Save
to save
the document in SmarTeam.
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Take a look at the icons for the documents in
CATIA specification tree. New icons indicate the current status of the
CATProduct and CATPart documents. The document you created is now saved
in SmarTeam, and you still can edit and save it.
Note
that the SmarTeam status is displayed on the top right side of each
document icon. Here, the icons indicates that the CATProduct document
as well as CATPart documents can be edited. There are two ways of
displaying icons. A dedicated setting lets you choose the
display that best meets your needs. Here, you can note that the
icons are of the simplified type. For more about CATIA tree icons,
see
Customizing. |
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Editing Documents
If after saving a document in SmarTeam as shown above, you later on
edit and save this document in
different ways (graphic properties, geometry etc.) in CATIA, these modifications are reflected in
SmarTeam.
The document's profile card displayed reflects the changes you made to
the document.
Save As Dialog Box
The following describes the options in the Save As dialog box:
Name |
Description |
Add to desktop |
Ensures that the document you are saving will be shown in the different
SmarTeam windows. In case you do not select this option, the only
way of finding this document will be by using the SmarTeam
Search capability.
By default, this option is not selected. |
Link to project |
Directly links the document to the chosen project |
Advanced |
Displays all the different parts linked to the
CATProduct document you are saving. |
Project Manager |
Displays the project in which you are saving the selected document. |
Save |
Performs the Save operation and you
exit the dialog box. |
Cancel |
Cancels the Save operation |
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