Getting Started

Before getting into the detailed instructions for using SmarTeam - CATIA Supply Chain Engineering Exchange, the following tutorial aims at giving you a feel as to what you can do with the product. It provides a step-by-step exercise based on a realistic design scenario showing you how to use key reconciliator functionalities for reconciling different documents.

The reconciliation process starts with the loading of the source in CATIA V5, then enables you to identify documents which are common to the source and the target SmarTeam database, then compares them. Finally, as a decision support tool, it enables you to manage the trade off between the source and target. This is done while maintaining links consistency and data integrity regardless of the source.

The scenario assumes that a Skateboard. CATProduct document including six CATProduct and CATPart documents is stored in the SmarTeam vault. The skateboard document was sent to a supplier who in turn, made different modifications to it. The tasks to be performed show you how to review and reconcile the updated data sent back by the supplier, with the data stored in SmarTeam.

Before you Begin

Before going thru the different tasks of this tutorial, you need to perform a few preliminary operations for preparing the data we need.

  • Saving the document in SmarTeam
    First, you need to place the Skateboard.CATProduct document in SmarTeam.

    • Use SmarTeam > Save to save the skateboard. CATProduct document into SmarTeam, in the Project of your choice. Before validating the save operation, select the Add to Desktop and Link to Projects options.

    • In your CATIA session, apply SmarTeam > Life Cycle > Check In to the Skateboard product in CATIA.

    • Close all SmarTeam windows which have been opened.

    Now that the skateboard product is no longer in CATIA. For reference information about save and check in operations, see the SmarTeam - CATIA Integration User's Guide.

    Skateboard stored in SmarTeam

     

  • Opening the document modified by the customer in CATIA
    Just click Skateboard.CATProduct to open the data which you will reconcile with the data stored in SmarTeam.

Skateboard modified by the supplier

Looking at the skateboard supplied, you can notice that the board has been elongated, the wheels have been reduced and that a brake has been added.

Scenario

The main tasks covered in this section are:

Displaying the Reconcile Window
Identifying the Targeted SmarTeam Documents
Defining Reconciliation Rules
Applying Reconciliation Rules
Saving and Checking In all the Documents in SmarTeam
 

All together, the tasks should take about 15 minutes to complete.