Lifecycle Rules for Copy File and Check Out Operations

 

This task shows you how to ensure that each time you will perform Check out and Copy File operations, all the files and their linked objects will be copied to your working directory. What you need to do is define two lifecycle rules as explained below.
 

"Copy File" as the Destination Operation

Using the Lifecycle Rules Setup utility, you must set Copy File as the destination operation for Copy File and Check Out original operations.

Warnings

We strongly recommend you follow this methodology. If you do not set Copy File as the destination operation for:

  • the original "Copy File operation", this may:

    • induce broken links when opening a file in CATIA
    • prevent instantiations when using catalogs.

  • the original "Check Out operation", this may induce the loss of links in SmarTeam which results in broken links in CATIA sessions, and incorrect impact analysis information.

How to Change the Rules

  1. Select Start > Programs > SmarTeam > Administrative Tools > Life Cycle Rule Setup.
    This opens the Lifecycle Rules Setup utility.

  2. Expand the tree until you reach the node representing the CATIA Reference category.

  3. In this category, select Component Type Rules.

  4. Set Copy File as the destination operation for Copy File and Check Out original operations:

    Original Operation Destination Operation
    Copy File Copy File
    Check Out Copy File

    For this, right-click the original operation item of interest and use Edit contextual command to access the Lifecycle Rules Properties dialog box for the selected item.

    When done, you must obtain this:

Examples

You must make sure that:

  • "Copy File" operation is set for original "Copy File" operation on CATIA Reference Link (this was not the default option delivered in SmDemo). Otherwise, you may have difficulties in instantiating objects from catalog browsers.

  • "Copy File" operation is set for original "Copy File" operation on CATIA Contextual Link (this is the default option delivered in SmDemo). Not setting this option as recommended may lead to the loss of CATPart>CATPart link information in SmarTeam. This is very dangerous specially because impact analysis may not be guaranteed.